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HomeMy WebLinkAboutAgenda Packet 1991/08/20 Tuesday, August 20, 1991 6:00 p.m. "I dedare unaer penalty ofperju1"Y t1'fa'f ram emplo)cd by the City of Cl1ula Vista in ti19 CfiicQ oj' the Cit~1 C::.;:7:; ;md HE:~ ! r,ostcd t:-dJ l\gGn'.'}~?;I~~Jotf:Q 0il the EU:~Gi~;'l SJard Q~ t' ,-,... " ne."u,j~.fC~0'f"ii'''JJ Bu'j;."""I'" :01~.Ui ,.,:. t":~", 1.,I~11 "".., . ."... . ,~. ~.>>..... -. '-1.",.;- lU._ "'''I DAH:!); / /. ;''::LL S;Gf'JED0L- /~ Council Chambers . / ~P~blic Services Building Re~lar Meeting- of the City of Chula Vista City Council CAl.l.ED TO ORDER 1. CALL THE ROU.: Councilmembers Grasser Horton -' Malcolm _' Moore _' Rindone -' and Mayor Nader _' 2. PLEDGE OF AI1..EGIANCE TO THE FLAG. SILENT PRAYER 3. APPROVAL OF MINlITES: August 6, 1991 (Joint City Council/Redevelopment Agency) 4. SPECIAL ORDERS OF TIlE DAY: a. Introduction and Recognition of Foreign Exchange Students . International Friendship Commissioner Doris Cox will introduce the foreign exchange students from Japan participating in the Lions Club Youth Exchange Program. Mayor Nader will present Certificates of Recognition to the following students: Michio Yoshida, Kazue Komiya, Kyoko Kudo, Shigehisa Fukuzumi, Yuuta Tsukahara, Hiroe Onodeca, Satomi Sunohara, Kyoko Motoyama, Mutsuko Suzuki, Eriko Niura, Ricko Yamazaki, Masaki Yamamoto, John Gonzales (Japan), Gregory Goldman (Japan), Alejandra Castanares (Belgium). b. Presentation by CalTrans and California Transportation Ventures on State Route-125 Proposal. Oral presentation by Richard D. Bauman, President, California Transportation Ventures, Inc. and Jesus Garcia, District Director, California Department of Transportation. CONSENT CALENDAR (Items 5 through 12) The staff recommendations regarding the following items listed under the Consent Calendar will be enacted by the Council by one motion without discussion unless a Councilmember, a member of the public or City staff requests that the item be pulled for discussion. If you wish to speak on one of these items, please fill out a "Request to Speak Formw available in the lobby and submit it to the City Clerk prior to the meeting. (Complete the green form to speak in favor of the staff recommendation; complete the pink form to speak in opposition to the staff recommendation.) Items pulled from the Consent Calendar will be discussed after Public Hearings and Oral Communications. Items pulled by the public will be the rust items of business. 5. WRITTEN COMMUNICATIONS: a. Claims against the City. Claimant No.1: Lany Hill, c/o Raymond H. Wood, Attorney at Law, 1810 Palm Avenue, National City, CA 91950; Claimant No.2: Edmund Mitkievicz, by and through his Joint Conservators, Leo Mitkievicz and Nancy Crouse; Claimant No.3, 4 and 5: Nancy Crouse, William Crouse, Bikesmith of Williamsburg, c/o The Law Offices of James T. Shaw, 25909 Pala Road, Suite 300, Mission Viejo, CA 92691. It is recommended that the claims be denied. Agenda -2- August 20, 1991 b. Letter requesting relocation of transit bench on Palomar and Broadway - Edmund R. Scharff, 350 Broadway, Space 54, Chula Vista, CA 91910. It is recommended that the request be referred to staff for review. 6. ORDINANCE 2474 AMENDING SECTION 1.20.010 OF THE CHULA VISTA MUNICIPAL CODE REIATING TO PENALTY PROVISIONS (second readin~ and adoption) - The Municipal Code Section 1.20.010 provides for penalties for an infraction of up to $500. This conflicts both with State law and City Charter, both of which limit the penalty for an infraction to $250. In order to make the Municipal compatible, both with the Charter and State law, Section 1.20.010 should be amended. Staff recommends Council place ordinance on second reading and adoption. (City Attorney) 7. RESOLUTION 16286 APPROVING SECOND AMENDMENT TO THE CITYWIDE STREET SWEEPING AGREEMENT EXTENDING SAME FOR ONE ADDITIONAL YEAR - On 9/15/87, Council approved a contract with Laidlaw Waste Systems, Inc. to provide street sweeping. The agreement provided for three years of street sweeping with the contract price to be adjusted each year by the San Diego Area CPI. In addition, the agreement permitted two additional one- year extensions upon satisfactory negotiation of a contract price. On 9/11/90, Council approved the first amendment to the agreement which extended the contract through 8/31/91. Staff and Laidlaw have negotiated a price to provide citywide street sweeping services through 8/31/92 for the second and fmal year extension as included in the contract. Staff recommends approval of the resolution. (Director of Public Works). Continued from the meeting of 8/6/91. 8. RESOLUTION 16303 AWARDING CONTRACT FOR THE CITY'S ANNUAL REQUIREMENT OF IJBRARY BOOKS - Council Resolution No. 6132 authorizes the City to participate in cooperative bids with the City of San Diego for the purchase of materials or supplies of common usage. The City of San Diego has awarded its contract for library books. The City is able to purchase its books at the contract price. Staff recommends approval of the resolution. (Director of Finance) 9. RESOLUTION 16304 RATIFYING AN ORAL AGREEMENT WITH MCMILIJN DEVELOPMENT FOR SOIL 1RANSPORTATION; APPROVING ASE'ITLEMENT AGREEMENT AND RELEASE BElWEEN THE CI1Y OF CHULA VISTA AND WILIJAM KIRCHNAVY CONSTRUCTION, INC.; APPROVING CHANGE ORDER NUMBER FOUR FOR SOIL TRANSPORTATION; APPROVING CHANGE ORDER NUMBER FIVE FOR ADDITIONAL IRRIGATION MATERIAL AND LABOR; AND APPROPRIATING FUNDS TI-lEREFOR IN THE ROHR PARK IMPROVEMENf PROJECT - The Rohr Park Improvement Project construction began on 1/14/91 and was temporarily halted on 1/24/91. Council requested staff review and revise the plan in order to save a number of trees scheduled for demolition. The new plan approved by Council in February reduced the earthwork on Fort Apache Hill and created additional landscaped areas (including the old pool site) and intermediate slopes when the sport fields were shifted out of the flood plain. Staff Agenda -3- August 20, 1991 recommends approval of the Resolutions and appropriate $97,000. (Parks and Recreation Department) 4/5's votes required lOA RESOLUTION 16305 APPROVING AGREEMENT WI1H WOODLAWN PARK COMMUNIlY CENTER AND AUnIORIZING TI-IE MAYOR TO EXECUTE SAID AGREEMENT - The City Council approved allocation of $213,800 CDBG funds to public service organizations and $133,900 to community development and fair housing organizations on 5/21/91. The U.S. Housing and Urban Development Department (HUD) requires a written agreement between the City and each sub-recipient of CDBG funds. Staff recommends approval of the resolutions. (Director of Community Development) B. RESOLUTION 16306 APPROVING AGREEMENT WIlli SOUnI COUNlY COUNQL ON AGING AND AUnIORIZING TI-IE MAYOR TO EXECUTE SAID AGREEMENT C. RESOLUTION 16307 APPROVING AGREEMENT WIlli RESIDENT RELATIONS OF CAIlFORNIA AND AUnIORIZING 11iE MAYOR TO EXEClITE SAID AGREEMENT. D. RESOLUTION 16308 APPROVING AGREEMENT WIlli EPISCOPAL COMMUNIlY SERVICES (FOR OPTIONS FOR RECOVERY) AND AUnIORIZING 11iE MAYOR TO EXECUTE SAID AGREEMENT E. RESOLUTION 16309 APPROVING AGREEMENT WIlli EPISCOPAL COMMUNllY SERVICES (FOR OTAY COMMUNIlY CLIMe) AND AUnIORIZING 11iE MAYOR TO EXEClITE SAID AGREEMENT F. RESOLUTION 16310 APPROVING AGREEMENT WIlli BOYS AND GIRLS CLUB OF CHULA VISTA AND AUnIORIZING 11iE MAYOR TO EXECUTE SAID AGREEMENT G. RESOLUTION 16311 APPROVING AGREEMENT WI1H COMMUMlY SERVICE CENTER FOR 11iE DISABLED AND AUnIORIZING TI-IE MAYOR TO EXECUTE SAID AGREEMENT H. RESOLUTION 16312 APPROVING AGREEMENT WIlli SWEE1WATER UNION lliGH SCHOOL DIS1RICT AND AUnIORIZING 11iE MAYOR TO EXECUTE SAID AGREEMENT 1. RESOLUTION 16313 APPROVING AGREEMENT WIlli AIDS FOUNDATION SAN DIEGO AND AUlHORIZING TI-IE MAYOR TO EXECUfE SAID AGREEMENT J. RESOLUTION 16314 APPROVING AGREEMENT WIlli METRO AND AUnIORIZING 11iE MAYOR TO EXECUTE SAID AGREEMENT K. RESOLUTION 16315 APPROVING AGREEMENT WIlli YMCA OF METROPOLITAN SAN DIEGO COUNlY (FOR YMCAFAMILYSfRESS CENTER) AND AUnIORIZING 1HE MAYOR TO EXEClITE SAID AGREEMENf L. RESOLUTION 16316 APPROVING AGREEMENT WITH YMCA OF METROPOliTAN SAN DIEGO' COUNlY (FOR SOUTH BAY FAMILY YMCA SUNSHINE COMPANY) AND AUlHORIZING 11iE MAYOR TO EXECUTE SAID AGREEMENT Agenda -4- August 20, 1991 M. RESOLUTION 16317 APPROVING AGREEMENT WIlli YMCA OF METROPOIJTAN SAN DIEGO COUNIY (FOR SOUTIf BAY FAMILY YMCA SUMMER DAY CAMP) AND AUTIfORIZING 1HE MAYOR TO EXEClITE SAID AGREEMENT N. RESOLUTION 16318 APPROVING AGREEMENT WIlli LUTIIERAN SOCIAL SERVICES OF SOUTI-IERN CAIlFORNIA AND AUTIfORIZING 1HE MAYOR TO EXEClITE SAID AGREEMENT O. RESOLUTION 16319 APPROVING AGREEMENT WIlli ADULT PROTECTIVE SERVICES AND AUTIfORIZING 1HE MAYOR TO EXEClITE SAID AGREEMENT P. RESOLUTION 16320 APPROVING AGREEMENT WIlli SENIOR ADULT SERVICES AND AUTIfORIZING 1HE MAYOR TO EXEClITE SAID AGREEMENT Q. RESOLUTION 16321 APPROVING AGREEMENT WIlli JOBS FOR YOum: AND AUTIfORIZING 1HE MAYOR TO EXECUfE SAID AGREEMENT R. RESOLUTION 16322 APPROVING AGREEMENT WIlli SOUTIf BAY COMMUNITY SERVICES AND AUTIfORIZING 1HE MAYOR TO EXEClITE SAID AGREEMENT S. RESOLUTION 16323 APPROVING AGREEMENT WI1H SOUTIf BAY COMMUNITY SERVICES (FOR GRAFFITI ERADICATION) AND Aum:ORIZING 1HE MAYOR TO EXEClITE SAID AGREEMENT T. RESOLUTION 16324 APPROVING AGREEMENT WI1H SOum: BAY COMMUNITY SERVICES (FOR COMMUNlTYDEVELOPMEN11 AND AUTIiORIZING 1HE MAYOR TO EXEClITE SAID AGREEMENT 11. RESOLUTION 16325 APPROVING AN AGREEMENT WIlli CAIJFORNIA DEPARTMENT OF TRANSPORTATION FOR 1-805 AND TELEGRAPH CANYON ROAD INTERa-IANGE IMPROVEMENrS AND APPROPRIATING $338,000 TIfEREFOR - On 7/24/90, Council approved Resolution 15735 expressing willingness to fund the City's portion of the cost for Phase I of I-80S and Telegraph Canyon Road interchange improvements. This action was necessary to enable CalTrans to complete their project report and obtain State funding approval. The project report is completed and CalTrans is now prepared to proceed with the project. The total cost for the proposed project is $594,000. The City's share of the total cost is $297,000. The subject project is identified in the City's Transportation DIF Program. Sufficient funds are available to cover the City's share of the cost. Staff recommends approval of the resolution and appropriating $338,000 from the unappropriated balance of the Transportation DIF Account. (Director of Public Works) 4/5'5 vote required 12. RESOLUTION 16326 APPROVING AN AGREEMENT WIlH HNTB FOR SERVICES REQillRED IN CONNEQ10N WIlli A FACIIJTY IN 1HE STATE ROUTE-125 CORRIDOR AND APPROPRIATING FUNDS FROM 1HE TRANSPORTATION DEVELOPMENT IMPACf FEE FUND - The firm of HNTB was selected to provide engineering, legal, and financial consulting services in connection with an interim facility in the SR-125 corridor. The scope of work also includes engineering, financial, and legal expertise in connection with the Agenda -5- August 20, 1991 analysis of the SR-125 toll facility. Staff recommends approval of the resolution and authorization to the Mayor to execute said agreement. (Director of Public Works) 4/5'5 vote required * * END OF CONSENT CALENDAR. * * PUBUC HEARINGS AND RELAlED RESOLUI10NS AND ORDINANCES The following items have been advertised and/or posted as public hearings as required by law. If you wish to speak to any item, please fill out the wRequest to Speak Formw available in the lobby and submit it to the City Clerk prior to the meeting. (Complete the green form to speak in favor of the staff recommendation; complete the pink form to speak in opposition to the staff recommendation.) Comments are limited to five minutes per individual 13. PUBUC HEARING TO CONSIDER TIlE DEFERRAL OF UNDERGROUNDING ELECfRICAL SERVICE TO RETAIL BUSINESS AT 1130 TIllRTIElli STREET - San Diego Gas and Electric Company (SDG&E) has requested that the City grant a deferral of the undergrounding requirements imposed on the Toys R Us project on Thirtieth Street. The request was made because the underground conduit would be placed within a portion of the old Sweetwater River. SDG&E feels there is a high chance of damage to the conduit and fuses by storm water and undue disturbance of the wetlands if the line were placed underground. Section 15.32.130 of the Municipal Code states that all deferrals of undergrounding must be considered by Council at a public hearing and that the owner must enter into an agreement with the City. Staff recommends that Council hold the subject public hearing, adopt the subject resolution approving the deferral agreement, authorize the Mayor to sign the agreement on behalf of the City and direct the City Clerk to record the resolution and agreement. (Director of Public Works) RESOLUI10N 16327 APPROVING DEFERRAL AGREEMENT WIlli SAN DIEGO GAS AND ELECfRIC AND AUTIIORIZING TIlE MAYOR TO EXEClITE SAME 14. PUBUC HEARING CONSIDERATION OF LOCAL COASTAL PROGRAM ALTERNATIVE EIGfIT- Chula Vista Investors is the major landowner of property located in the Chula Vista Bayfront north of "P" Street. Since purchasing the property in August of 1988, Chula Vista Investors has been working on a complete revision of the City's certified Local Coastal Program (LCP) referred to as an LCP Resubmittal. Pursuant to a request from the applicant, Alternative 8 (a reduced density alternative concept plan proposed by the applicant) is being considered by the Planning Commission, rather than the original proposed project, which included the text and graphics constituting a Local Coastal Program Resubmittal, as well as a proposed concept plan. The Alternative 8 concept plan for. the Midbayfront proposes a mixed use project totaling approximately 3.9 million square feet of building area. The concept plan proposes 1,400 residential units; 1,800 hotel units; 150,000 square feet of commercial retail use; 640,000 square feet of professional office use (approximately 560,000 square feet of the office space is within the Rohr campus); and approximately 246,000 square feet, which includes athletic facilities and a conference center. Staff recommends approval of Agenda -6- August 20, 1991 the resolution. (Director of Community Development and Director of Planning) REPORT CONSIDERATION OF FINAL EIR-89-08 MIDBAYFRONT LOCAL COASTAL PROGRAM RESUBMITTAL NO.8 AMENDMENT (Related item; but not a public hearing.) RESOUfnON 16328 CERTIFYING FINAL EIR-89-08 AND CONTINUING CONSIDERATION OF LOCAL COASTAL PROGRAM ALTERNATIVE 8 ORAL COMMUNICATIONS This is an opportunity for the general public to address the City Council on any subject matter within the Council's jurisdiction that is not an item on this agenda. (State law, however, generally prohibits the City Council from taking action on any issues not included on the posted agenda.) If you wish to address the Council on such a subject, please complete the yellow -Request to Speak Under Oral Communications FormR available in the lobby and submit it to the City Clerk prior to the meeting. Those who wish to speak, please give your name and address for record purposes and follow up action. Your time is limited to three minutes per speaker. ACTION ITEMS The items listed in this section of the agenda are expected to elicit substantial discussions and deliberations by the Council, staff, or members of the general public. The items will be considered individually by the Council and staff recommendations may in certain cases be presented in the alternative. Those who wish to speak, please fill out a RRequest to Speak:" form available in the lobby and submit it to the City Clerk prior to the meeting. Public comments are limited to five minutes. 15. REPORT REPORT ON TRAFFIC CONCERNS ON POINT BARROW DRIVE - The City Council received a letter with a petition from Mrs. Jean Adams, a resident of the Robinhood Point area, requesting that something be done to reduce the speed of vehicles on Point Barrow Drive. Staff recommends denial of Mrs. Adams' request for speed bumps and acceptance of staff and Safety Commission's recommendation. (Director of Public Works) 16. REPORT SURVEY ON CllY-WIDE USE OF CONSULTANTS AND CONTRACTUAL SERVICES - At the 7/23/91 City Council meeting, Council requested a report on the City's use of consultants and service contracts. This report represents a broad review of all existing contracts for services required city- wide, regardless of contract costs. In addition, several recommendations for further study are requested to be formally referred to the City Manager. Staff recommends acceptance of the report, approval of the referrals recommended, and further direction provided as necessary. (City Manager) Agenda -7- August 20, 1991 BOARD AND COMMISSION RECOMMENDATIONS 17Us is the time the City Council will consider items which have been forwarded to them for consideration by one of the City's Boards, Commissions and/or Committees. None submitted. ITEMS PULLED FROM THE CONSENT CALENDAR 17Us is the time the City Council will discuss items which have been removed from the Consent Calendar. Agenda items pulled at the request of the publU:. will be considered prior to those pulled by Councilmembers. PublU:. comments are limited to five minutes per individuaL OTIIER BUSINESS 17. CI1Y MANAGER'S REPORTCS) a. Scheduling of meetings. 18. MAYOR'S REPORTCS) a. Ratification of appointment to Boards or Commissions - International Friendship Commission b. Authorization for trip to Washington, D.C., September 8 through 12, 1991. 19. COUNCIL COMMENTS Councilman Moore a. Consideration of staffing costs for Board/Commission/Committee Meetings. ADJOURNMENT The City Council will meet in a closed session immediately following the Council meeting to discuss: Pending litigation pursuant to Government Code Section 54956.9 - Robert L. Smith versus City of Chula Vista, et al. Potential litigation pursuant to Government Code Section 54856.9 - City of Chula Vista versus Edmund Mitkievicz, et al. Potential litigation pursuant to Government Code Section 54956.9 - Proposed Southbay Airport Imminently potential litigation pursuant to Government Code Section 54856.9 - City of Chula Vista versus County of San Diego - Institution of litigation to enjoin the diversion of Country trash to Dtay landfill. Agenda -8- August 20, 1991 Potential litigation pursuant to Government Code Section 54956.9 - SR-125 Proposal. The meeting will adjourn to (a closed session and thence to) a Regular City Council Meeting/Worksession on August 22, 1991 at 4:00 p.m. in the City Council Conference Room. A Special Redevelopment Agency Meeting will be held immediately after the City Council Meeting. August 16, 1991 TO: FROM: SUBJECT: The Honorable Mayor and City Council John D. Goss. C;ty Manager ~- City Council Meeting of A~st 20, 1991 This will transmit the agenda and related materials for the regular City Council meeting scheduled for Tuesday, August 20, 1991. Comments regarding Written Communications are as follows: 5a. IT IS RECOMMENDED THAT THE CLAIMS AGAINST THE CITY FILED BY LARRY HILL, EDMUND MITKIEVICZ, NANCY AND WILLIAM CROUSE, AND BIKESMITH OF WILLIAMSBURG BE DENIED. 5b. This is a letter from Edmund R. Scharff requesting relocation of a transit bench on Palomar and Broadway. IT IS RECOMMENDED THAT THIS REQUEST BE REFERRED TO STAFF FOR REVIEW. JDG:mab COUNCIL AGENDA STATEMENT ITEM k MEETING DATE 8/20/91 ITEM TITLE: Introduction & Recognition of Foreign Exchange Students SUBMITTED BY: Mayor Tim Nader,,"" (4/5THS VOTE: YES_ NO~ :/'-11 International Friendship Commissioner Doris Cox will introduce the foreign exchange students from Japan participating in the Lions Club Youth Exchange Program. Mayor Nader will present Certificates of Recognition to the following students: M.ichio Yoshida Kazue Komiya Kyoko Kudo Shigehisa Fukuzumi Yuuta Tsukahara Hiroe Onodeca Satomi Sunohara Kyoko Motoyama Mutsuko Suzuki Eriko Niura Ricko Yamazaki Masaki Yamamoto John Gonzales (Japan) Gregory Goldman (Japan) Alejandra Castanares (Belgium) 4~-1 ITEM TITLE: SUBMITTED BY: REVIEWED BY: COUNCIL AGENDA STATEMENT Item 5' A.. Meeting Date 8/20/91 Claims Against the City Director of personne~~ (4/5ths Vote: Yes No~) t." 1L.- City Manager 1~ {.r Claimant No.1: Mr. Larry Hill c/o Raymond H. Wood Attorney at Law 1810 Palm Avenue National City, CA 91950 On July 10, 1991, a claim was filed against the City of Chula vista by Mr. Larry Hill seeking $1,000,000.00 in damages. The claim alleged improper conduct on the part of the Chula vista Police Department who allegedly caused injuries to Mr. Hill during an altercation on June 8, 1991. Due to remote liability on the part administrators, Carl Warren & Company, and Risk claim be denied. of the city, our claims Management recommend the Claimant No.2: Claimant No.3: Claimant No.4: Claimant No.5: Edmund Mitkievicz, by and through his Joint Conservators, Leo Mitkievicz and Nancy Crouse: Ms. Nancy Crouse Mr. William Crouse Bikesmith of Williamsburg c/o The Law Offices of James T. Shaw 25909 Pala Road, suite 300 Mission Viejo, CA 92691 On July 22, 1991, Claims were filed against the city on behalf of the above claimants seeking the following amounts: Edmund Mitkievicz Nancy Crouse william Crouse Bikesmith of Williamsburg $71,600,200.00 1,026,800.00 500,000.00 1,000,000.00 Mr. Mitkievicz was severely injured when he attempted to cross Otay Lakes Road and was struck by a vehicle. The claimants allege the City is respon- sible for the accident that occurred on January 24, 1991 on Otay Lakes Road at Camino Del Cerro Grande due to the city's ownership, control, design, etc. of a dangerous condition of roadway. Form A-113 (Rev. 11/79) 6lA .. ( uo pa~~~wqns pa43~~~V :lN3Wn300 lVlN3WNOMIAN3 ..ta4~O lS~l UO~le3~~~lON -----leLd -----a3UeU~p..tO -----uo~lnlosaM -----luawaa..t6V S1I8IHX3 IT H1 s....... MEETING DATE 8/20/91 Due to remote liability on the part of the City, it is the recommenda- tion of our claims adjustors, Carl Warren & Company, and Risk Management, that the above claims be denied. RECOMMENDATION: Deny the above claims. J f5(A-2. ~ ~-~}~&j1' U/~ 1~~~~/~ . ':, ...J &/lIr-~J~~ ~~ ". . ',' ~',..;.~"'l". 1)-;';;~-l3-w<......k#~ ,wN' ~~ . '. 7r---- ./J/::,..,-r ED~D R SCHARFF (\. A~ ~. .-. () ~ V' ~ ~~-I 350 BROADWAY SP 54 e.'/ y~ '"'(J v~ . _ - ~HULA VIsrA CA 91910 0'- ~ ~ ~ ~ I:~~~r i.~:ct<iT~~ ~' ~~A"\ ~ ,/YLf-1 4/h~' J \-;?;(~ ~ dJl-ea. JU Y; . .. A'"' (."3' ' ?'.. !/11. ~~ . tAJ~~ ~ !~~/~ 1t:9~e,t~ r7~ .. I~, 5~1.~L- ... i ~ ~#..;. II err-. _ ! ~A~' ~~ \~~~.Mc. \ (j, 'v C\ j-':',-\J ~. f . (1t ht:. ORDINANCE 2~71 ~\)O'?"'5\Ot\ ~~\) AN ORDINANCE OF THE CITY OF CHULA VIS~~r~~DING SECTION 1.20.010 OF THE CHULA VIs....~"UMcIPAL CODE RELATING TO PENALTY PROVI~- - The City Council of the City of Chu1a Vista does ordain as follows: SECTION I: That Section 1.20.010 is hereby amended to read: Sec. 1.20.010 Designated-Applicability. A. Any person failing to requirements guilty of an violating any of the provisions or comply with any of the mandatory of the ordinances of the city shall be infraction or a misdemeanor. B. An infraction is punishable by: IJ /-.1 J./lMI Aio+I If/tctf/f/~yrtq I tJn.~1 :MA/U,eA! I~~ licit I ;! iltl>;'..I'IltJl;!;'..itJ,U 7./ l<1,fAMlfi#//f/tctf/f/c1Yriql;'..~tJlM.ilA.tkA/~/icltl;! $~ttJn.~/Af~~/pt/~~/$;!~~/~~~q~/~l;'..~ln. tJn.~/l~;!t' Z/ A fine not exceeding tApklll~~n.~t~~ two hundred and fifty dollars. ttJtl I IaI I l$irttJn.~ "i~l;!tt~~//~t//t~~//I>;!~illtJt~ln;!n.t~ll~i;'..MlnlltJn.i 'I~;!tJ C. An infraction is not punishable by imprisonment. A person charged with an infraction shall not be entitled to a trial by jury. A person charged with an infraction shall not be entitled to have the public defender or other counsel appointed at pUblic expense to represent him unless he is arrested and not released on his written promise to appear, his own recognizance, or a deposit of bail. D. A misdemeanor is punishable by: 1. Imprisonment in the county jail not exceeding six months, or by fine not exceeding one thousand dollars ($1,000), or by both. -1- _4-1 " .~, __,~",~,__,,'~__'_'~~""'_^M~'~".'''~_.'~_'__=~_____ E. Each such person shall be guilty of a separate offense for each and every day during any portion of which any violation of any provision of the ordinances of the ci ty is commi tted, continued or permitted by any such person, and he shall be punished accordingly. F. Payment of a fine shall not excuse payment of any fee required by the Municipal Code. G. In addi tion to the foregoing, any violation of the provisions of the ordinances of the City is deemed to be a public nuisance. Such violations may be abated by civil action or pursuant to applicable abatement procedures. Section II: This ordinance shall take effect and be in full force on the thirtieth day from and after its adoption. Presented by and approved as to form by Ruth M. Fritsch, Assistant City Attorney 9l5la -2- t.,J, -: COUNCIL AGENDA STATEMENT Item ? ITEM TITLE: Meeting Date Auqust 20. 1991 Resolution II, ~8'{' Approving second amendment to the Citywide street Sweeping Agreement extending same for one additional year. Director of Public works~ t;~ City Manager f.' 1'(, (4/5ths Vote: Yes_No-K-) SUBMITTED BY: REVIEWED BY: On September 15, 1987, the City Council approved a contract with Laidlaw Waste Systems, Inc. to provide citywide street sweeping. The agreement provided for three years of street sweeping with the contract price to be adjusted each year by the San Diego Area CPl. In addition, the agreement permitted two additional one-year extensions upon satisfactory negotiation of a contract price. On September 11, 1990, Council approved the first amendment to the agreement which extended the contract through August 31, 1991. Staff and Laidlaw have negotiated a price to provide citywide street sweeping services through August 31, 1992 for the second and final year extension as included in the contract. RECOMMENDATION: That City Council adopt the resolution approving the second amendment to the citywide Street Sweeping Agreement which would extend that agreement through August 31, 1992. BOARDS/COMMISSIONS RECOMMENDATION: Not Applicable. DISCUSSION: The city entered into a three-year agreement with Laidlaw Waste Systems, Inc. for citywide street sweeping services on September 15, 1987. The agreement ran from September 1, 1987 through August 31, 1990. The agreement allowed for changes in the compensation for contract years two and three based on the July to July CPI increase for the San Diego region. In addition, the contract allowed for adjustments in landfill fees and the addition of new subdivision streets. Further, section I of the agreement permitted the contract to be extended on a year-to-year basis for a period not to exceed two additional years by written mutual agreement. This section of the contract permits us to negotiate with Laidlaw in lieu of going to bid. The City Council on September 11, 1990 approved the fourth year of the agreement which runs through August 31, 1991 at $13.85 per mile with the rate for parking lots remaining the same ($.90/100 sq. feet). The amendment to the contract further provided that Laidlaw submit their price for the fifth year by June 1, 1991. This would permit us to examine the price and go to bid if necessary. Laidlaw has submitted a price of $14.02 per curb mile and $.91 per 100 sq. 7~/ ,-~._.~.__.,~,~_.--~_.~,.,.._"".,..,.~.._-,._._,,..._.-.,,--~--~---~- Page 2, Item Meeting Date AUQUst 20.1991 ft. for parking lots. Basically, this is a 1.2% increase which represents the 27.7% county landfill increase. In other words, Laidlaw is not increasing by CPI as they could have done in the first three years and is not making any allowances for the increase in fuel costs that the City, Laidlaw, and private industry has experienced since July 1990. Last year before submitting the first amendment for the contract to City Council, staff contacted other cities in the area that contract for street sweeping and contacted the two other providers in the region that provide street sweeping services to obtain estimates on what their bid might be if the city went to bid. At that time, staff determined that the $13.85 per curb mile rate that Laidlaw charged for the period September 1, 1990 through August 31, 1991 was a very fair rate to the city. The 1.2% increase is considered reasonable in light of the following: . The landfill costs will increase this fiscal year by 27.7%. This was reflected in the city's budget for Public Works - Operations. . Fuel prices (diesel) for the city during this past fiscal year have ranged from a high of 110% over this time last year to 21% with the latest fuel drop in July. . The brushes that the sweepers use are made of plastic which are petroleum based. The cost on these brushes have increased sharply due to increase in petroleum products. . When the original contract was bid in 1987, the city also responded as a bidder. The city's bid was $15.36 per curb mile as compared to Laidlaw's 1987 cost of $10.20 per curb mile. It would undoubtedly be higher at this time. . The $14.02 per curb mile being charged by Laidlaw is lower than the informal estimates provided last year at this time to city staff by the two service providers in this area. When staff prepared the budget for FY 1991-92 a 6% increase was estimated. Since the 1.2% is lower than that, no additional funds will be required. Additionally, in prior years a 5% estimated increase in curb miles due to new streets added to the city had been used. This year a 2.2% increase which reflects historical increases over the last five years was used. As this is the final year that the contract can be amended, next year staff will issue a request for bid for this item and will examine what the cost might be for the city to provide this service. MODIFIED STREET SWEEPING SCHEDULE DURING WINTER MONTHS During this past year Laidlaw had agreed to increase sweeping in residential areas from once every two weeks to once every week 7-~ Page 3, Item Meeting Date August 20. 1991 during a one-month period prior to the rainy season. The residential street sweeping schedule was then reduced during a dry period of the year. This was done in an effort to remove pollutants prior to the major rainy season so that they would not wash into the storm drains and, hence, into San Diego Bay. In addition, staff has made contact with the Regional Water Quality Control Board in an effort to try to determine if there have been any scientific studies on the effectiveness of street sweeping and which pollutants are removed by street sweeping. It is expected that this will be one of the areas studied during the NPDES (National Pollutant DisCharge Elimination System) permit processing study that is also underway. FISCAL IMPACT: Contract cost is $328,500. These funds are included in the fiscal year 1991-92 operating budget. DB:mp (CASTSW) 7--3 RESOLUTION NO. \\D'2..<i~ .... RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA APPROVING SECOND AMENDMENT TO THE CITYWIDE STREET SWEEPING AGREEMENT EXTENDING SAME FOR ONE ADDITIONAL YEAR, AND AUTHORIZING MAYOR TO EXECUTE SAID AGREEMENT The City Council of the City of Chula Vista does hereby resolve as follows: WHEREAS, on September 15, 1987, the approved a contract with Laidlaw Waste Systems, citywide street sweeping: and City Council Inc. to provide WHEREAS, the agreement provided for three years of street sweeping with the contract price to be adjusted each year by the San Diego Area CPI: and WHEREAS, in addition, the agreement permi t ted two additional one-year extensions upon satisfactory negotiation of a contract price: and I WHEREAS, on September 11, 1990, Council approved the First Amendment to the Agreement which extended the contract through August 31, 1991: and WHEREAS, staff and Laidlaw have negotiated a pr ice to provide citywide street sweeping services through August 31, 1992 for the second and final year extension as included in the contract. NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Chula Vista does hereby approve the Second Amendment to the Citywide Street Sweeping Agreement extending same for one additional year, a copy of which is on file in the office of the City Clerk. BE IT FURTHER RESOLVED that the Mayor of the City of Chula Vista is hereby authorized and directed to execute said agreement for and on behalf of the City of Chula Vista. John P. Lippitt, Director of Public Works 9l25a Presented by Clty Attorney ( 7,1 SECOND AMENDMENT TO AGREEMENT WITH LAIDLAW WASTE SYSTEMS, INC. FOR CITY-WIDE STREET SWEEPING This Aqreement, dated this , 1991 for the purposes of reference only, and effective as of the date last axecuted by the parties .("Effective Date"), by and between the City of Chula Vista, California, a chartered municipal corporation of the state of California, and Laidlaw Waste Systems, Inc., a California corporation, hereinafter referred to as Contractor, is made with reference to the following facts: Whereas, City and Contractor entered into an agreement dated September 15, 1987, and entitled Agreement for the purposes of Street Sweeping ("Original Agreement"); and, Whereas, pursuant to Section 1 of the Original Agreement, the term may be extended on a year-to-year basis for a period not to exceed two additional years by written mutual agreement without rebidding for the service; and Whereas, the parties hereto desire to modify the terms of original Agreement in the following respects only, and in no other regard. Now, therefore, the parties hereto do hereby agree as follows: 1. Section 1, "Term of Agreement" of the Original Agreement is hereby modified to extend the term to August 31, 1992. 2. section 2, "Compensation" of the Original Agreement is hereby modif ied as set forth in Exhibit A attached hereto and incorporated herein by reference. 3. All other terms and conditions of the Original Agreement shall remain in full force and effect. (End of Page. Next Page is Signature Page.) 7--> ... Signature Page to Second Amendment to Agreement with Laidlaw Waste Systems, Inc. for City-wide Street Sweeping In witness whereof, the parties. hereto have executed this Agreement in duplicate at Chula Vista, California, aa of the date and year adjacent to their signature, thereby indicated their full and voluntary consent to the terms of this Agreement. Dated: CITY OF CHULA VISTA By: Tim Nader, Mayor Attest: Beverly Authelet, City Clerk Approved as to form by ( Bruce M. Boogaard, City Attorney Approved as to content: David C. Byers, Deputy Director of Public Works/Operations Dated: Laidlaw Waste Systems, Inc. By: Ag\Laidlaw2 I 7~t, TEL: 07/25/91 14115 Jul 26,91 11:02 No.002 P.02 IE t>1'1 b'JIl ('I". ~"'Ul.." "1:-'" roo"... r."... 77IB CITY OF CHULA nSTA PARTY DISCLOSURE STATEAfENT Statement of disclosure of certain ownership interests, payments, or campaign contributions, on all matte. ) which wll1 require discretionary action on the part of the City Council, Planning Commission, a~d all other official bodies. The following information must bo disclosed: 1. Us, the names of an perlons having' a financial interest in the contract, i.e., contractor, aubcuntractor. material supplier. Laidlaw Waste Systems ... San Dle20 SweeD~n2 - 2. If any person identified pursuant to (1) above Is fl corporation or partnership, list the names of all individuals owning more than ]0% of the shores in the corporation or owning any partnership interest in tbe partnership. ~an Diego Sweeping Steve Reid II T ---" 3. If 8ny person identified pursuant to (1) above"b non-profit orgBniution or it trustt lilt the names of any person serving as director of the non.profit organlUltion or as trustee or beneficbu')' r', trustor of the trust. ..J v v 4. Hove you hod more than $250 worth of business transDcted with any member of the City staff, BOtlrds, Commissions, Commfttees and Council within the past twelve months? Yes_ No....z.. If yes, please indicate person(s): -"-- . 5. Havo you and/or your officers or agents. in the aagrcgate, contributed more than $1.000 to n Councilmember In the current or preceding election period? Yes _ No ~ If yes, state which Councilmember(s): . Ptr~on il defined as: · An)'lndMdunl, flm" co.p""nt,shlp, Joint vtnlUrt, (lSlocint;olf, ,0eMl dub, fMftrtlfl/ orgnnizntion, co'po'''fion, CSlnlC, ,ru,t, net/w" lyI,tlictrft', ,11/, "lId nn)' ol1l('r co"nt)~ city and 'ollnt"~ C;')~ munlcipalil)'. district or ollle'r polilief" sClbdMslon, or tmy OilIer grOllp or cDnlblntltlDl' (lctilf, tlI n Itnil." , Dnte: July 26,. 1..991 -"- .0N~~ Siinature of contractor/applicunt LAIDLAW WASTE SYSTEMS/DONALD BLIND Print or type name of comrftctor/nppllcnm a (NOTE: Au.eh addJtlonlll raleS .s noco5sal)'> [A- J J3\A:DISCLOSE.TXT] 7'7 t . " " 11'I 0\ .. ~ 0 l"- I"- " t ~ " 0-, 0 N . 11'I 11'I " CIO ~ . CIO I"- ..{~: I") " N ' ~ I") " I"- CIO 0 0 I") I"- .. 0 ,.::; N 11'I N ': ~ ~ E- o. o. o. o. o. o. o. o. o. o. o. ~ E- o. o. o. ' l"- N ~ ~ . N 0 N I") . " " " .. '". ~ 11'I .,. .,. I") .,. " CIO .,. .,. .,. .,. {I.) " .,. .,. '~ .- .... " .,. .,. .,. :~: 8 .,. 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E . . . . . . . . . . . . . . . . . . . . . . . . . u . 7"Y ItemL Meeting Date 8-20-91 ITEM TITLE: Resolution I~JflJ Awarding contract for the City's annual requirement of library books. SUBMITTED BY: Director of Finance~~ REVIEWED BY: City Manager b ~~ (4/5ths Vote: Yes_No-L) f..r COUNCIL AGENDA STATEMENT Council Resolution No. 6132 authorizes the City to participate in cooperative bids with the City of San Diego for the purchase of materials or supplies of common usage. The City of San Diego on Bid No. P2392/91 awarded a contract to Baker and Taylor Company for furnishing it's library book requirement for the period of July 1, 1991 through June 30, 1992 RECOMMENDATION: That Council award the contract to Baker and Taylor. BOARDS/COMMISSIONS RECOMMENDATION: NA DI SCUSS ION: The City of Chula Vista has participated on the City of San Diego bid for purchase of 1 i brary books since 1987. Because of the 1 arge number of books they purchase each year, the City of San Diego is able to receive large di scounts off the publ i sher' s standard pri ce. Through the cooperat i ve bi d process, Chula Vista will benefit and receive the same discounts as the City of San Diego. The contract provides for the following discounts: DESCRIPTION PERCENT OFF PUBLISHER'S STANDARD PRICE 7. Processing 44.6% 44.6% to 0% 44.6% 40.6% 16.1% 1 copy per title-40% 2-4 copies per title-41% 5-9 copies per title-42% 10+ copies per title-43% $ .39 per unit 1. Trade Books 2. Technical and Textbooks 3. Books of Trade Nature 4. Single Binding Editions 5. Publisher's Library Binding 6. Mass Market Paperbacks The firm of Baker and Taylor has been a reliable, prompt and responsive supplier to the City. The Library Director concurs with this recommendation. FISCAL IMPACT: $327,420 have been budgeted in the Library Department for FY 1991-92 book and reference material purchases. A majority of the purchases will be through Baker and Taylor. WPC 0294U l,/ RESOLUTION NO. j~JdJ RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA AWARDING CONTRACT FOR THE CITY'S ANNUAL REQUIREMENT OF LIBRARY BOOKS The City Council of the City of Chula Vista does hereby resolve as follows: WHEREAS, Council Resolution No. 6132 authorizes the City to participate in cooperative bids with the City of San Diego for the purchase of materials or supplies of common usage; and WHEREAS, the City of San Diego on Bid No. P2392/9l awarded a contract to Baker and Taylor Company for furnishing it's library book requirement for the period of July 1,1991 through June 30, 1992; and WHEREAS, discounts: the contract provides for following DESCRIPTION 1. Trade Books 2. Technical and Textbooks 3. Books of Trade Nature 4. Single Binding Editions 5. Publisher's Library Binding 6. Mass Market Paperbacks 7. processing the PERCENT OFF PUBLISHER'S STANDARD PRICE 44.6% 44.6% to 0% 44.6% 40.6% 16.1% 1 copy per title-40% 2-4 copies per title-4l% 5-9 copies per title-42% 10+ copies per title-43% $ .39 per unit WHEREAS, the firm of Baker and Taylor has been a reliable, prompt and responsive supplier to the City and the Library Director recommends awarding the contract to Baker and Taylor for the City's annual requirements of library books. NOW, THEREFORE, BE IT RESOLVED that the City Council of the Ci ty of Chula Vista does hereby award the contract for the Ci ty' s annual requi rement of library books to Baker and Taylor through the city of San Diego Bid No. P2392/92. Presented by Lyman Christopher, Director of Finance 9l9la 8"~ Attorney COUNCIL AGENDA STATEMENT Item Meeting Date q 8/20/91 ITEM TITLE: Resolution /b !()~ ratifying an oral agreement between the City and McMillin Development for soil transportation; approving a Settlement Agreement and Release between the City of Chula vista and Wm. Kirchnavy construction, Inc. ; approving Change Order No. 4 for soil transportation; approving Change Order No. 5 for additional irrigation material and labor; and appropriating funds therefor in the Rohr Park Improvement project SUBMITTED BY: Director of Parks and R::t1atio~ Director of Public Work~ ~ I REVIEWED BY: city Manager t (4/sths Vote: Yes-'LNo_l The Rohr Park Improvement project construction began on January 14, 1991, and was temporarily halted on January 24, 1991. At that time, Council requested staff to review and revise the project plan in order to save a number of trees scheduYed for demolition. On February 12, 1991, Council approved the new project plan in concept and directed the project architect to revise the construction plan. The new plan reduced the earthwork on Fort Apache Hill and created additional landscape areas (including the old pool site), and intermediate slopes when the sport fields were shifted out of the floodplain. The new project plan called for the import of soil to create the landscape areas and the slopes. The soil was provided by McMillin Development at no cost to the City, except the transportation charge for hauling the soil to the site. This Council action necessitates approval of the oral agreement made with McMillin for the transportation of soil; approval of a Settlement Agreement and Release which covers Change Orders No. 1 and 2; approval of Change Order No.4 for the soil transportation, and approval of Change Order No. 5 for additional work required. RECOMMENDATION: That the City Council ratify the oral agreement with McMillin Development; approve a Settlement Agreement and Release between the City of Chula vista and Wm. Kirchnavy Construction, Inc., implementing the previously approved Change Orders No. 1 and 2; approve Change Order No. 4 for soil transportation; approve Change Order No. 5 for additional irrigation material and labor, and appropriate $75,887 from the unappropriated Park Acquisition & Development Fund (Fund 420). BOARDS/COMMISSIONS RECOMMENDATION: Not applicable. [roh r] 1 '1... , Item Meeting Date '} 8/20/91 DISCUSSION: Under direction of the city council on February 12, 1991, the original Rohr Park Improvement project construction plan was revised to reduce the number of existing trees scheduled for removal. The new plan reduced the earthwork on Fort Apache Hill, which significantly reduced the amount of soil to be displaced affecting the new landform. Once the earthwork and removal of soil from Fort Apache Hill had been completed, there was a need for additional soil to complete the new landform. originally, Kirchnavy Construction estimated 2,000 additional cubic yards of soil would be required to complete the new landform. This amount was confirmed by Sholders & Sanford, the civil engineer subcontractors on the project. The city Engineering Department arranged (with Parks and Recreation Department concurrence) for free soil to be imported from construction at McMillin's Rancho del Rey project. The agreement with McMillin provided for the free soil and the City would pay for the transportation of the soil. The amount of soil actually imported was approximately 10,000 cubic yards. The transportation cost for 771 truck loads of soil was $38,900. The City was able to realize sizable savings in the agreement with McMillin. The soil transportation cost to the City was approximately $50 per truck load; wherein the normal cost is 70% higher. The soil transportation costs will be Change Order No. 4. Although there is a large difference between the original estimate and the actual amount of soil imported, the City is presently taking readings throughout the project to determine if the grading is per plan. Should a miscalculation be determined, the City will attempt to recover some or all of the transportation costs of the soil from the responsible party. The transportation cost of the soil had not been included in the original construction contract, nor were funds appropriated for such an expense in the budget. In the discussion at the February 12, 1991 Council meeting, staff recommendations were approved by the Council as follows: a. Modify the grading of Fort Apache Hill to allow the installation of a ballfield per the existing construction document and commence therefore a slope approximately 4: 1 in gradient to a new top of slope that would provide sufficient buffer and preserve the grove of eucalyptus and their root zones. [rohr] 2 q...z Item Meeting Date 9 8/20/91 b. Raise the parking lot to the design specifications. c. Raise the western most ballfield to the revised design specifications. d. Raise the eastern ball fields to the revised design specification with the architect to determine the need to retain the storm drain pipe and authorize the contractor to install the storm drain. There have been various costs associated with the approved staff recommendations. They are: 1. The revised plan eliminated the Rohr Park Pool, which created a large landscape area. The cost for demolition of the pool (Change Order NO.1) was $26,589.00. 2. The shifting of the sport fields out of the floodplain created a 3: 1 intermediate slope that required irrigation for slope stabilization. The costs for the new irrigation plan took into consideration the new drought regulations for the application of water to turf and landscape areas. To meet these guidelines, the main line pipe size was increased, additional control valves and lateral lines were added, and a new pumping facility system was designed to carry the necessary flow to irrigate in an 8-hour window of time. The costs came in at $60,000. These project costs will be Change Order No. 5. The existing contract with Kirchnavy Construction is for $1,371,249.43. The project budget includes a contingency amount of $115,000. $106,506 has been expended from the contingency to date for: A. Change Order No. 1 for the demolition of the pool at $26,589; B. As a result of the cessation of construction on January 24, 1991; certain delay costs were incurred by the contractor. These costs accrued to $23,736, adjusted by previously approved Change Order No.2. However, the City contends it is entitled to a credit on the contract price because excavation of less earth was required on the re-designed project. The city Attorney believes it is necessary to reduce these terms of settlement to writing to avoid future claims due to the delay and a [rohr] 3 q..3 Item Meeting Date 9 8/20/91 Settlement Agreement and Release is attached for your approval. The Settlement Agreement states the City agrees to pay for the delay costs (Change Order NO.2) and Change Order No.1; and Kirchnavy agrees to adjust the contract price to $1,421,574.43, due to the excavation of less earth. C. Change Order No. 3 (installation of lights in parking lot), for a total of $41,927; and D. Contractor and staff approved work items (staff authorized by Change Order NO.3) such as demolition of concrete pads and shade pads, repairs to electrical, channel grading extras, and disposal of rock wall for a total of $14,254. The adjusted proj ect budget will be $1,585,149.43 and includes $8,494 for contingencies. The funds which need to be further appropriated into the construction contract are to cover the soil import transportation costs of $38,900 and the irrigation costs of $60,000. In the project budget there remains $23,013 in unencumbered funds which can be transferred to the contract. Park Acquisition and Development (PAD) funds are presently available to support the balance of the request for an additional $75,887. Staff is aware of recent Council action which restricted the use of PAD funds to acquisition, rather than renovation. However, staff believes this request for PAD funds for the Rohr Park Improvement project are a legitimate use because of the revised contract requirements compelled in February due to plan changes. FISCAL IMPACT: Funds will be required in the amount of $75,887 from the unappropriated Park Acquisition and Development Fund. [roh r] 4 '1-- 'f RESOLUTION NO. 16304 RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA RATIFYING AN ORAL AGREEMENT BETWEEN THE CITY AND McMILLIN DEVELOPMENT FOR SOIL TRANSPORTATION; APPROVING A SETTLEMENT AGREEMENT AND RELEASE BETWEEN THE CITY OF CHULA VISTA AND WM. KIRCHNAVY CONSTRUCTION, INC.; APPROVING CHANGE ORDER NO. 4 FOR SOIL TRANSPORTATION; APPROVING CHANGE ORDER NO. 5 FOR ADDITIONAL IRRIGATION MATERIAL AND LABOR; AND APPROPRIATING FUNDS THEREFOR IN THE ROHR PARK IMPROVEMENT PROJECT The City Council of the City of Chula Vista does hereby resolve as follows: WHEREAS, the Rohr Park Improvement project construction began on January 14, 1991, and was temporarily halted on January 24, 1991 at which time Council requested staff to review and revise the project plan in order to save a number of trees scheduled for demolition; and WHEREAS, on February 12, 1991, Council approved the new project plan in concept and directed the project archi tect to revise the construction plan; and WHEREAS, the new plan reduced the earthwork on Fort Apache Hill and created additional landscape areas and intermediate slopes when the sport fields were shifted out of the floodplain; and WHEREAS, the new project plan called for the import of soil to create the landscape areas and the slopes, which soil was provided by McMillin Development at no cost to the Ci ty, except the transportation charge for hauling the soil to the site; and WHEREAS, this Council action necessitates approval of the oral agreement made wi th McMillin for the transportation of soil, approval of Change Order No. 4 for addi tional wor k, and approval of an appropriation for the soil transportation and the additional work required. NOW, THEREFORE, BE IT RESOLVED that the City Council of the Ci ty of Chula Vista does hereby ratify the oral agreement with McMillin Development and approve a Settlement Agreement and Release between the City of Chula Vista and Wm. Kirchnavy Construction, Inc., implementing the previously approved Change Order No.2, a copy of which is on file in the office of the City Clerk. 9-$' -1- BE IT FURTHER RESOLVED that the Mayor of the Ci ty of Chula Vista is hereby authorized and directed to execute said Agreement for and on behalf of the City. BE IT FURTHER RESOLVED that the City Council does hereby approve Change Order No. 4 for soil transportation and Change Order No.5 for additional irrigation material and labor. BE IT FURTHER RESOLVED that the sum of $97,000 is hereby appropriated from the unappropriated balance of the Park Acquisition and Development fee account. Presented by Approved iL- Ih. Jess Valenzuela, Director of Parks and Recreation , City Attorney 9l98a q.,1 -2- Settlement Agreement and Release Kirchnavy CEQA Delay Claim This agreement ("Agreement ") is made between the City of Chula Vista, a chartered municipal corporation of the State of California ("City") and Wm. Kirchnavy Construction, Inc., a California Corporation, ("Kirchnavy") and is made with reference to the following facts: I. Fact Recitals A. On or about December 27, 1990, City contracted with Kirchnavy for $1,372,249.43 ("Original Contract Price") to make certain designated improvements to Rohr Park pursuant to those bid specifications entitled, "Rohr Park Improvements, Phase I, Chula Vista, California", on file in the office of the City Engineer ("Job"); and, B. Subsequent to the execution of the contract and issuance of the Notice to Proceed, Kirchnavy commenced performance of the Job, and in that regard, brought men and equipment to the Job Site; and, C. Subsequent thereto, specifically, on or about January 22, 1991, the City directed the cessation of work ("Cease Order"), during which time, City redesigned the Job resulting in the demolition and removal of less earth by approximately 20,000 cubic yards, pursuant to the revised plans identified as Replacement Plans, dated March 5, 1991 ("Redesigned Job"); and, D. The City contends that it is entitled to a credit on the contract Drice because excavation of less earth is required on the Redesigned Job: and. E. Kirchnavy asserts that it is entitled to extra comDensation for delay costs incurred durina the cessation of work. F. The parties desire to settle their differences without litigation. II. Settlement Provisions. Now, therefore, the parties hereto agree as follows: A. Duty to Issue and Pay Change Order No.2. Ci ty agrees to pay Kirchnavy, upon execution hereof, by relrohr3.wp August 5, 1991 Settlement and General Release Agreement Page 1 Q'7 " issuance and payment of Change Order NO.2, a copy of which is attached hereto, in addition to the Original Contract Price and any amendments heretofore approved and issued (specifically Change Order No.1), the sum of $23,736.00 as and for all costs incurred, of whatever nature and source arising, as a result of issuing the Cease Order, and from requiring Kirchnavy to perform the Redesigned Job. B. Duty to Perform Redesigned Job. Kirchnavy agrees to perform the Redesigned Job in accordance with the ReDlacement Plan dated March 5. 1991. at the adiusted contract Drice of $1.421.574.43. C. Mutual Release of Claims. In exchange for the promises herein contained, the Parties, for themselves, and their heirs, executors, administrators, successors and assigns hereby release, acquit and forever discharge each other, and each of its officers, agents, employees, servants, successors, heirs, executors, administrators and all other persons, firms, corporations~ associations or partnerships of and from any and all claims, actions, causes of action, demands, rights damages, costs, loss of service, expenses and compensation whatsoever, which the Parties may now have or which may hereafter accrue by reason of the aforementioned disDutes. aB a reBult of the Ccaoo Order or thc ReacaifJncd .Job, or any matter aBBooiatea thorcyi th or related thercto. 1. Waiver of section 1542. It is further understood and agreed that all rights under Section 1542 of the Civil Code of California and any similar law of any state or territory of the United States are hereby expressly waived. Said section reads as follows: "1542. certain claims not affected by general release. A general release does not extend to claims which the creditor does not know or suspect to exist in his favor at the time of executing the release, which if known by him must have materially affected his settlement with the debtor. II 2. Waiver critical to Consideration. The parties hereto acknowledge that they understand the meaning and import of a waiver of Section 1542 of the California civil Code. It is expressly understood that relrohr3.wp August 5, 1991 \ Settlement and General Release Agreement Page 2 9-(/ a key element of the consideration passing between the parties to resolve their disputes is the wai ver of Section 1542 of the California civil Code. D. No Adverse Construction Intended. The parties to this Agreement acknowledge that all of the signatories hereto have jointly participated in the preparation of this Agreement. Based upon that fact, the parties agree that this Agreement shall not be interpreted for or against any party hereto and no rule of construction will apply such that any ambiguity within this Agreement may be construed for or against any party hereto. Now therefore, the parties hereto, having read and understood the terms and conditions of this agreement, do hereby express their consent to the terms hereof by setting their hand hereto on the date set forth adjacent thereto. Dated: August 5, 1991 City of Chula vista by: Tim Nader, its Mayor Attest: Beverly Authelet City Clerk Approved as to Form: Bruce M. Boogaard City Attorney Dated: August 5,1991 Wm. Kirchnavy construction, Inc. by: william Kirchnavy, President relrohr3.wp August 5, 1991 Settlement and General Release Agreement Page 3 C;~ COUNCIL AGENDA STATEMENT Item It) II --r Meeting Date 08/20/91 ITEM TITLE: a) RESOLUTION /Is,JD S Approving agreement between the City of Chula Vista and Woodlawn Park Community Center and authorizing the Mayor to execute said agreement b) RESOLUTION ,1,30 L, Approving agreement between the City of Chula Vista and South County Council on Aging and authorizing the Mayor to execute said agreement c) RESOLUTION If::, 3D, Approving agreement between the City of Chula Vista and Resident Relations of California and authorizing the Mayor to execute said agreement d) RESOLUTION J /:;, 30 i Approving agreement between the City of Chula Vista and Episcopal Community Services (for Options for Recovery) and authorizing the Mayor to execute said agreement e) RESOLUTION I" 3 D 1 Approving agreement between the City of Chula Vista and Episcopal Community Services (for Otay Community Clinic) and authorizing the Mayor to execute said agreement 1) RESOLUTION I ~ '3 I D Approving agreement between the City of Chula Vista and Boys and Girls Club of Chula Vista and authorizing the Mayor to execute said agreement . g) RESOLUTION I/e, -; II Approving agreement between the City of Chula Vista and Community Service Center for the Disabled and authorizing the Mayor to execute said agreement h) RESOLUTION II, 3 12. Approving agreement between the City of Chula Vista and Sweetwater Union High School District and authorizing the Mayor to execute said agreement i) RESOLUTION I{, 31 .3 Approving agreement between the City of Chula Vista and AIDS Foundation San Diego and authorizing the Mayor to execute said agreement j) RESOLUTION I {P 3/V Approving agreement between the City of Chula Vista and METRO and authorizing the Mayor to execute said agreement I~ .../ Page 2, Item !lJ,4 Meeting Date 08/20/91 k) RESOLUTION I/' 5 IS- Approving agreement between the City of Chula Vista and YMCA of Metropolitan San Diego County (for YMCA Family Stress Center) and authorizing the Mayor to execute said agreement 1) RESOLUTION 1'-3/~ Approving agreement between the City of Chula Vista and YMCA of Metropolitan San Diego County (for South Bay Family YMCA Sunshine Co.) and authorizing the Mayor to execute said agreement m) RESOLUTION /L,,; '7 Approving agreement between the City of Chula Vista and YMCA of Metropolitan San Diego County (for South Bay Family YMCA Summer Day Camp) and authorizing the Mayor to execute said agreement n) RESOLUTION it. 31 a Approving agreement between the City of Chula Vista and Lutheran Social Services of Southern California and authorizing the Mayor to execute said agreement 0) RESOLUTION I ~ ;11 Approving agreement between the City of Chula Vista and Adult Protective Services and authorizing the Mayor to execute said agreement p) RESOLUTION II. ~ 2.D Approving agreement between the City of Chula Vista and Senior Adult Services and authorizing the Mayor to execute said agreement q) RESOLUTION t (,,3 '2...1 Approving agreement between the City of Chula Vista and Jobs for Youth and authorizing the Mayor to execute said agreement r) RESOLUTION l ~~ 2..'2.. Approving agreement between the City of Chula Vista and South Bay Community Services and authorizing the Mayor to execute said agreement s) RESOLUTION J LP-;t3 Approving agreement between the City of Chula Vista and South Bay Community Services (for Graffiti Eradication) and authorizing the Mayor to execute said agreement t) RESOLUTION J ~ 3 2 ~ Approvin~ agreem~nt between the City.of Chula Vista and South Bay Commumty ServIces (for Commumty Development) and authorizing the Mayor to execute said agreement SUBMITTED BY: Community Development Director C...S. It; ,,2. Page 3, Item IDA Meeting Date 08/20/91 REVIEWED BY: City Manager9' V (4/5ths Vote: Yes _ No X) (Council Referral 2332) BACKGROUND: The City Council approved allocation of $213,800 CDBG funds to public service organizations and $99,245 to community development and fair housing organizations on May 21, 1991. The U.S. Housing and Urban Development Department (HUD) requires a written agreement between the City and each sub-recipient of CDBG funds. As yet, the City has not received its Funding Approval Agreement from HUD; however, HUD staff has informed City staff that the agreement is in the mail. RECOMMENDATION: That the City Council adopt the resolutions approving agreements with the public service, community development, and fair housing organizations; and, authorize the Mayor to execute the agreements conditioned on execution of Addendum 1 by each of the grantees. BOARDS/COMMISSIONS RECOMMENDATION: The Commission on Aging, the Youth Commission, and the Human Relations Commissions made funding recommendations in April 1991 which were considered by Council in approving the CDBG budget on May 21, 1991. DISCUSSION: Each contract agreement has several exhibits attached which are incorporated into the agreements. The exhibits are as follows: Exhibit A: The Statement of Work and Performance Schedule describes the services the agency will be providing and the estimated number of people who will be provided each of these services each month. This performance schedule will be used to monitor each agency's progress in completing the scope of work. Exhibit B: The Itemized Budget shows exactly how the agency intends to expend the CDBG funds. This itemized budget will be used to monitor expenditures throughout the year. Exhibit C: City of Chula Vista Party Disclosure Form Exhibit D: The HUD Income Limits for the San Diego Standard Metropolitan Statistical Area (revised April 1991) will be used to determine the number of low and moderate income households/persons served. Each program is required to serve a minimum of 70 percent low and moderate income persons/households. The contract agreements are with the following organizations for the purpose and amount stated: ID~3 Page 4, Item / () ~ Meeting Date 08/20/91 Woodlawn Park Community Center to provide social and recreational activities for youth and senior citizens $20,000.00 South County Council on Aging to provide a Shared Housing service, matching senior citizens or disabled persons with households with extra bedroom(s) 16,500.00 Resident Relations of California to provide fair housing and tenant/landlord counseling and mediation services 8,000.00 Episcopal Community Services, Options for Recovery program to provide substance abuse services for pregnant women and young mothers 10,350.00 Episcopal Community Services, Otay Community Clinic to provide perinatal services for pregnant women and young mothers and their babies 9,000.00 Boys and Girls Club of Chula Vista, Teen Outreach to provide supervised activities for teenagers 9,500.00 Community Service Center for the Disabled to provide client services for disabled persons 9,000.00 Sweetwater Union High School District, New Chance program to provide childcare services and parent education for young, indigent mothers 4,500.00 AIDS Foundation of San Diego to provide client services to persons with HIV, AIDS and ARC 2,750.00 METRO to provide services to homeless persons and families 2,000.00 YMCA of Metropolitan San Diego County to provide services to abused children and their families at the YMCA Family Stress Center 20,000.00 YMCA of Metropolitan San Diego County, Sunshine Co. Childcare program to provide afterschool childcare for school age children at three school sites 15,000.00 YMCA of Metropolitan San Diego County, Summer Day Camp to provide a summer activity program for youth 5,500.00 Lutheran Social Services of Southern California, Project Hand to provide emergency services and counseling for homeless families 13,000.00 Adult Protective Services to provide a comprehensive day program for frail elderly at the South Bay Adult Health Center 9,000.00 Senior Adult Services, Meals on Wheels program to provide meals to homebound elderly and disabled 5,250.00 Jobs for Youth Program to provide part-time employment opportunities for youth 3,100.00 South Bay Community Services to provide gang prevention, anti-theft groups, youth employment assistance, and family counseling services 20,000.00 South Bay Community Services to undertake neighborhood revitalization activities including Graffiti eradication 43,245.00 South Bay Community Services to undertake community development activities, including affordable housing development and preservation 48,000.00 I () II t.j Page 5, Item / D fL Meeting Date 08/20/91 As the City has not yet received its Funding Approval agreement from HUD ("it's in the mail"), staff has drawn up Addendum #1 to be executed by each of the Grantees. Addendum #1 conditions the Grantee Agreements on receipt by the City of the full entitlement of $1,297,000. It allows the City the flexibility to cancel the agreements in the event that the CDBG funding is reduced (although staff does not believe that HUD will do this). If the City receives less than $1,000,000 (80 percent of the total), then the agreements will be terminated without breach and discharged without any further obligation on the part of the City. If the City receives more than $1,000,000 but less than $1,297,000, the City will hold a public hearing to reconsider the allocations. Victimoloey Center Although the City provided $213,800 of CDBG funding for 19 public services programs, the Council was unable to provide funding for all applicants because of limited resources. One organization not funded was the California Center on Victimology. The Victimology Center applied for funding in the amount of $27,300 in order to provide services to victims of violent crime from an office to be located in Chula Vista. At its meeting on May 21, 1991 the Council requested information [Council Referral #2332] on the minimum incremental level of funding needed to fund these services for victims of violent crime. Staff contacted Judith Rowland, Director of the Victimology Center. She advised they could set up and run a program in Chula Vista for $10,000 to $15,000 if they had free office space (e.g., in the new Norman Park Senior Center). This funding level would permit them to provide services for 10-20 hours per week. The District Attorney provides a service funded by the State which is similar to services provided by the Victimology Center. The Victim Witness Assistance program has an office in Chula Vista and works in cooperation with our Police Department. The program provides direct assistance to crime victims and refers victims (and their families) to counseling services, appropriate social services, and emergency assistance services (e.g., American Red Cross, Crime Victims Fund, Project Hand). They also will assist victims to file claims for compensation from the State's Victims of Violent Crime Fund. The Director of the Victim Witness Assistance program indicated that the greatest need in Chula Vista is for a volunteer "Crisis Team" which would be available 24 hours a day to directly assist victims in the first 8-12 hours after a crime. Another great need is for a battered women's shelter to serve women in the South Bay. As the City Council has already budgeted the maximum amount (15 percent) of CDBG funding to public service organizations for FY91-92, staff recommends that the California Center on Victimology as well as other agencies serving victims be encouraged to reapply for CDBG monies in the next funding cycle. It) .. S' Page 6, Item jt),iL Meeting Date 08/20/91 FISCAL IMPACT: The contracts with these organizations will be funded out of the 1991-92 Community Development Block Grant entitlement ($1,297,000) and CDBG program income funds ($90,000). [C:\WP51 \COUNCIL\SOCIAL.l13] IO'~ RESOLUTION NO. J~3pf RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHUlA VISTA APPROVING AGREEMENT BETWEEN THE CITY OF CHUlA VISTA AND WOODLAWN PARK COMMUNITY CENTER AND AUTHORIZING THE MAYOR TO EXECUTE SAID AGREEMENT WHEREAS, the City partiCipates in the Community Development Block Grant (CDBG) Program, a prinCipal goal of which is to fund projects and services which will benefit low and moderate-income Chula Vista households; and, WHEREAS, the City will be entering into a separate funding agreement with HUD for the City's annual CDBG entitlement and also anticipates program income from the Housing Rehabilitation Revolving Fund; and, WHEREAS, the City Council of the City of Chula Vista held a public heari ng and allocated CDBG ent it 1 ement and program income funds on May 21, 1991, a portion of which was allocated for the Grantee; and, WHEREAS, the City is desirous of having certain services for low and moderate-income households which staff has determined is eligible for CDBG funding, performed by the Grantee, and WHEREAS, HUD requires the execution of a written agreement setting out the terms and obligations for the expenditure of CDBG funds by the Grantee; and, WHEREAS, Grantee warrants and represents that they are experi enced and staffed in a manner such that they can prepare and deli ver the serv ices required of Grantee within the time frames herein provided all in accordance with the terms and condition of this Agreement; NOW, THEREFORE, THE CITY OF THE CITY OF CHUlA VISTA DOES HEREBY FIND, DETERMINE ORDER, AND RESOLVE AS FOllOWS: SECTION 1. The City Council does hereby approve the agreement and Standard Addendum #1 to said agreement with Woodlawn Park Community Center dated August 13, 1991 (Document # ) a copy of which is attached hereto and incorporated herein, the same as though fully set forth herein. SECTION 2. The City Council does hereby direct and authorize the Mayor of the City of Chula Vista to execute said contract for and on behalf of the City of Chula Vista. SECTION 3. This Resolution shall take and be in full force and effect immediately upon the passage and adoption hereof. I loA f. / SECTION 4. The City Clerk shall certify to the passage and adoption of this Resolution; shall enter the same in the book of original Resolutions of said City; and shall make a minute of the passage and adoption hereof in the minutes of the meeting at which the same is passed and adopted. Presented by APprll: ;r~ Bruce M. Boogaard City Attorney ~~ Chris Salomone Community Development Director WPC 4789H/4790H -?- loA,2.. AGREEMENT SETTING OUT TERMS AND OBLIGATIONS OF WOODLAWN PARK COMMUNITY CENTER IN REGARD TO THE EXPENDITURE OF CITY FUNDS APPROPRIATED THIS AGREEMENT is made this August 13, 1991, for the purposes of reference only, and effective as of the date last executed between the parties, between the City of Chu1a Vista (.City.) herein, a municipal corporation of the State of California, and Woodlawn Park Community Center, a non-profit organization (WGranteeW), and is made with reference to the following facts: Bf~lIAJ..~ WHEREAS, the City participates in the Community Development Block Grant (CDBG) Program, a principal goal of which is to fund projects and services which will benefit low and moderate-income Chu1a Vista households; and, WHEREAS, the City has entered into a separate funding agreement with HUD for the City's annual CDBG entitlement and also anticipates program income from the Housing Rehabilitation Revolving Fund; and, WHEREAS, the City Council of the City of Chula Vista held a public heari ng and all ocated CDBG ent it 1 ement and program income funds on May 21, 1991, a portion of which was allocated for the Grantee; and, WHEREAS, the City is desirous of having those certain services for low and moderate-income households, hereinafter enumerated, performed by the Grantee, and WHEREAS, HUD requires the execution of a written agreement setting out the. terms and obligations for the expenditure of CDBG funds by the Grantee; and, WHEREAS, Grantee warrants and represents that they are experienced and staffed in a manner such that they can prepare and deliver the services required of Grantee within the time frames herein provided all in accordance with the terms and condition of this Agreement; NOW, THEREFORE, in consideration of the mutual obligations of the parties as herein expressed, the parties hereto agree as follows: 1. Term of Aareement. The term of this agreement shall be for a period of one (1) year, from July 1, 1991 through June 30, 1992. 2. Statement of Work and Schedule. The Grantee shall perform those duties described in the Statement of Work in Exhibit A, attached hereto and . incorporated herein. These services shall be provided during the term of this agreement and according to the Performance Schedule in Exhibit A, attached hereto and incorporated herein. "PC 4777H I()A ,...1 3. Low and Moderate Income Reauirement. The services to be performed by Grantee shall -be provided primarily to persons of low and moderate income households. A minimum of 70% of the persons provided services shall be of low- and moderate-income, as determined by the most current HUD Income limits for the San Diego SMSA, a copy of which is attached hereto and incorporated herein (Exhibit D). Grantee shall use reasonable means to determine the income level of each person or family served. 4. Comoensation and Budget. The Grantee agrees to expend City-appropriated funds to meet bona fide obligations incurred for general operating expenses including insurance. The City shall compensate Grantee for said services up to a maximum amount not to exceed $20,000 (TWENTY THOUSAND DOLLARS). An itemized budget for said expenses is in Exhibit S, attached hereto and incorporated herein. 5. Reimbursement Payments. Payment of those City appropriated. funds shall be made to Grantee in monthly installments following receipt of the .CDBG Expense Reimbursement Claim" form (a blank copy of which is attached) from the Grantee. Expenses itemized on the "Expense Reimbursement C1 aim" form shall be limited to actual expenses incurred during the period specified on said form, and shall not include any anticipated costs. Grantee shall attach documentation, such as receipts, bills, payrolls, etc. as shall provide reasonable proof of actual expenses incurred. 6. Reoorts. The Grantee shall provide the City with a quarterly report, submitted no later than 40 days after the last day of the previous quarter, which includes a brief narrative of the services provided and an itemized accounting of the expenditures of CDBG funds during the previous quarter. In addition, said report shall include the following statistical data for persons/households served during the previous quarter: (a) the total number of persons/households served; (b) the number of persons/households receiving each type of service provided; (c) of the persons/households served, the number of residents and non-residents of Chu1a Vista; (d) annual gross household income by standard categories, adjusted for family size (low, moderate, other); (e) race or ethnicity according to standard categories (Black, Hispanic, Asian/Pacific Islander, Native American, White); (f) number of female-headed households served. 7. Assianment. The services of Woodlawn Park Community Center are personal to that organization. The Performance of this agreement may not, by subagreement, be assigned to any other entity without prior written consent of the City. a VPC 4777H /~,4-- (/ - - - 8. Financial Records and Audits. The Grantee shall maintain all financial records for three years following the term of this agreement. The City, at its discretion may require the Grantee to provide or allow the City to undertake a comp 1 ete fi nanc ia 1 and program aud it of its records. Those . records $hal1 contain, at a minimum, the following information for each client c....-~'~~...$erved:. incOlle, residency, and ethnicity. The records shall also contain receipts or other proof of all expenditures made with City CDBG funds. 9. ReDresentatives. The Community Development Director, or his/her designated representative, shall represent the City in all matters pertaining to the services rendered pursuant to the agreement and shall administer this agreement on behalf of the City. The Director of Woodlawn Park Community Center, or his/her designated representative, shall represent the Grantee in all matters pertaining to the services rendered pursuant to the agreement and shall administer this agreement on beha1 f of the Grantee. 10. Uniform Administrative Reauirements. The Grantee shall comply' with the applicable uniform administr,ative requirements as described in HUD regulation 24 CFR 570.502. This HUD regulation requires compliance with certain sections of 24 CFR Part 85 "Uniform Administrative Requirements for Grants and Cooperative Agreements to State and local Governments." 11. Other Proaram Reauirements. The Grantee shall carry out each activity specified under this agreement with all Federal laws and regulations described in 24 CFR 570, Subpart K, with the following exceptions: a) The Grantee does not assume environmental responsibil ities described at 24 CFR 570.604; b) The Grantee does not assume responsibil ity for initiating the review process under the provisions of 24 CFR 570.612. . 12. Accountina Procedure. The Grantee agrees to abide by the requirements of OMB Circular A-122 "Cost Principles for Non-Profit Organizations.- The Grantee shall account for use of Block Grant funds separately from other funds so as to demonstrate that the funds are used for their designated purposes. 13. Proaram Income. Any program income derived from CDBG funds shall be reported to the City and shall only be used by Grantee for the services funded under this agreement. All provisions of this agreement shall apply to the use of program income for said activities. Said program income shall be substantially disbursed for said services before the City will make addit ional reimbursements to the Grantee. If said program income is on hand when this agreement expires, or is received after expiration of this agreement, then said program income shall be paid to the City. 14. Conditions for Re1 iaious Oraanizations. If the Grantee is a religious entity, affiliated with a religious entity, or sponsor of religious activities, then Grantee shall abide by the HUe regulations 24 CFR 570.200 (j) which prohibits discrimination on the basis of religion and prohibits the use of funds for religious activities, and places other restrictions and limitations on the Grantee. WPC 4777H . .. /o/l,S " 15. Drua-free Workol ace. The Grantee shall maintain a drug-free workplace at all times for the duration of this contract. 16. ~obbving of Federal Off;cials. The Grantee shall not use any funds provided under this agreement to pay any person for influencing or attempting to influence an officer or employee of any Federal 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 cooperative agreement, and the extension, continuation, renewal, amendment, or modification of any Federal contract, grant, loan, or cooperat i ve agreement. I f Grantee ut i 1 i zes any other funds for any of the aforementioned purposes, then the Grantee shall complete and submit Standard Form-LLL, "Disclosure Form to Report Lobbying," in accordance with its instructions. 17. Insurance. Grantee represents that it, and its agents, and staff employed by it are protected by worker's compensation insurance and has coverage under public Habil ity and property damage insurance policies which this Agreement requires to be demonstrated in the form of a certificate of insurance. Grantee will provide, prior to the conunencement of the services required under thh agreement the following certificates of insurance to the City : a) Statutory Worker's Compensation coverage p1 us $1,000,000 Employers liability coverage; b) General and Automobile Liability coverage to $1,000,000 combined single limit which names the City as an additional insured, and which is primary to any poliCY which the City may otherwise carry ("primary coverage"), and which treats the employees of the City in the same manner as -- members of the general public ("cross-liability coverage"). - 18. Hold Harmless. Grantee shall defend, indemnify and hold harmless the City, its elected and appointed officers and employees, from and against all claims for damages, liability, cost and expense (including without limitation attorney's fees) arising out of the conduct of the Grantee, or any agency or employee, or others in connect i on wi th the execut i on of the work covered by this Agreement, except only for those claims arising from the sole negligence or sole willful conduct of the City, its officers, or employees. Grantees indemnification shall include any and all costs, expenses, attorney's fees and liability incurred by the City, its officers and agents, or employees in defending against such claims, whether the same proceed to judgement or not. Further, Grantee at its own expense shall, upon written request by the City, defend any such suit or action brought against the City, its officer, agents, or employees. Grantee's indemnification of City shall not be limited by any prior or subsequent declaration by the Grantee. 19. Susoension and Termination. . In accordance with HUD regulation 24 CFR 85.43, Grantee may be suspended or terminated by the City after 30 days written notice to the Grantee due to default by the Grantee or the Grantee's inability to perform, regardless of whether such inability is due to circumstances within or beyond the Grantee's control. The award may be terminated for convenience in accordance with 24 CFR 85.44. Settlement of any disputes shall be based on the laws of the State of California. - "PC 4777H /tJA.- " 20. Breach of Contract. The parties reserve the right to pursue any remedy provided under California law for remedy in instances where contractors violate or breach contract terms. 21. Reversion of Assets. Upon expiration of this agreement, Grantee """"'shall transfer to the City any CDBG funds on hand at the time of expiration and any accounts receivable attributable to the use of CDBG funds, including any program income derived from CDBG funds. IN WITNESS WHEREOF, City and Grantee have executed this Agreement this ____ day of , 1991. CITY OF CHULA VISTA BY: Tim Nader Mayor, City of Chula Vista ATTEST: City Clerk APPROVED AS TO FORM BY: Bruce M. Boogaard City Attorney BY: Exhibit List Exhibit A. Exhibit B. Exhibit C. Exh; bi t D. Exhibit E. Statement of Work and Schedule Budget City of Chula Vista Party Disclosure Statement.A()rs~IfAJAJl'-' HUD Income limits (Revised April 17, 1991) CDBG Expense Reimbursement Clean Form WPC 4777K /()tf-7 EXHIB\l A - Woodlawn Park community Center statement of Work and Schedule 1. statement of Work The Woodlawn Park Community Center will provide social and recreational activities for senior citizens and youth from the immediate neighborhood, and emergency assistance services. Activities shall include a weekly, nutritious lunch program for seniors and a weekday afterschool activity program for children. During the summertime, the Center will hold a daytime Summer Youth Program. The programs provided by the Center will serve a total of 900 residents throughout the year. 2. Schedule for Implementation The Woodlawn Park Community Center will remain open Monday through Friday, 9 A.M. to 5 P.M. In addition, the Center will be open during evenings, weekends, and holidays when volunteers are available. ~ - IDA.. r Attachment (2) 2c Budget Non Personell Transportation Insurance Supplies Utilities Other Youth & Senior Activities Community Beautification Postage Gasoline & oil (for project vehicle) Repairs & Maintenance License & Permits Printing & Publication Rubbish Disposal EXHIBIT 8 $3,200 $6,500 $1,200 $3,600 $4,500 $3,620 $ 150 $1,200 $2,400 $ 400 $ 250 $ 180 Total Non Personell $27,200.00 loA -tt THE CJ7Y OF CHULA. VISTA PARlY DISCWSURE STATEMENT flHlRIT (~ - Statement of disclosure of certain ownership interests, payments, or campaign contributions, on all matters which will require discretionary action on the part of the Qty Council, Planning Commission, and all other official bodies. The following information must be disclosed: 1. list the names of all persons having a financial interest m the contract, i:e., contractor, subcontractor, material supplier. \1Jqt't~PW^ Pec.rk.. GVIl:. LUtrL 2. H any person identified pursuant to (1) above is a corporation r partnership, list the names of all individuals owning more than 10% of the shares in the co oration or owning any partnership interest in the partnership. NIA- . 3. If any person identified pursuant to (1) above is non-pr fit organization or a trust, list the names of any person serving as director of the non-profit or anization or as trustee or beneficiary or trustor of the trust. . (Yle. qtl~u 115+) ~ 4. Have you had more than $250 worth of business t nsacted with any member of the City staff, Boards, Commissions, Committees and Council wit in the past twelve months? Yes No ~ If yes, please indicate person(s): 5. Please identify each and every person, including any agents, employees, consultants or independent contractors who you have assigned to represent yo before the City in this matter. ~\'i1'" G"~'J€. ..,,- _ L 6. Have you and/or your officers or agents, in the aggregate, contributed more than $1,000 to a Councilmember in the current or preceding electi n period? Yes _ No X If yes, state which Councilmember(s ): Person is defined as: -Any individual, /inn, co-partnership, joint ventuli , association, social club, fraternal organization, corporatiolt, estate, t1Ust, receiver, syndicate, this and any other county, city and co try, city, municipality, district or other political subdivision, or any other group or combination acting as a uniC . (NOTE: - Date: fC:\ WP51\COUNCIL\DlSCLOSE. TXTJ .b) 4 Board of Directors and Maire F. Thompson Fannie McFarlin Synetha Anderson Evelyn L. Gillespie Advisory Committee President Vice President Secretary/Teasurer Vol. Project Director Advisory Committee Julia Hassler Consuela Garcia Gloria Bowen Nellie Galberth Hosea Battle Charlie L. Smith Sanita Reid Norma Miller Julia Rosales Pamela Tipp Leila Cheatheam Vivian Mosely Board of Directors Project Director !of/,Ib Exofficio lD .... c:: >0 CIl 2'~::~ '0 Ii CJ >t CIl lIS c:: to.:lE:I&cH 1 1 I 1 1 I I 1 I 1 I 1 1 1 I 1 1 1 1 1 1 1 1 1 1 I 1 U) .. H :IE: H ..:a ~ :IE: o U Z H I 1 I 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 j/ lIll III .. ... II( c:: III ~ .... .... o ... <IoJ CIl :IE: III .... c:: ... o IW .... .... III U c:: ~ .c:: <IoJ ::s o (I) !I ~I ~I ~l !/ ~/ ~I ~I 00 00 .0\ ... ... 00 fl')N 00 Oan \QN ... ... \QCD N.... .. 8 o c:: "H Ii 1 o =- o 0 c:..:a H ~ t- o .. ..:a> o o N ... N an . .. oe (I) ::E: At as c: oe.... >0 as<loJ <IoJ c: c:: ::s III 0 (l)U I Ii .. ....0\ CD c: .c:: lIS as ... c::o oe-- 00 Oan "'fI') ... ... 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RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHUlA VISTA APPROVING AGREEMENT BETWEEN THE CITY OF CHUlA VISTA AND SOUTH COUNTY COUNCIL ON AGING AND AUTHORIZING THE MAYOR TO EXECUTE SAID AGREEMENT WHEREAS, the City participates in the Community Development Block Grant (CDBG) Program, a principal goal of which is to fund projects and services which will benefit low and moderate-income Chula Vista households; and, WHEREAS, the City will be entering into a separate funding agreement with HUD for the City 's annual CDBG ent it 1 ement and also ant i c i pates program income from the Housing Rehabilitation Revolving Fund; and, WHEREAS, the City Council of the City of Chula Vista held a public hearing and allocated CDBG entitlement and program income funds on May 21, 1991, a portion of which was allocated for the Grantee; and, WHEREAS, the City is desirous of having certain services for low and moderate-income households which staff has determined is eligible for CDBG funding, performed by the Grantee, and WHEREAS, HUD requires the execution of a written agreement setting out the terms and obligations for the expenditure of CDBG funds by the Grantee; and, WHEREAS, Grantee warrants and represents that they are experi enced and staffed in a manner such that they can prepare and del iver the services required of Grantee within the time frames herein provided all in accordance with the terms and condition of this Agreement; NOW, THEREFORE, THE CITY OF THE CITY OF CHUlA VISTA DOES HEREBY FIND, DETERMINE ORDER, AND RESOLVE AS FOllOWS: SECTION 1. The City Council does hereby approve the agreement and Standard Addendum #1 to said agreement with South County Council on Aging dated August 13, 1991 (Document # ) a copy of which is attached hereto and incorporated herein, the same as though fully set forth herein. SECTION 2. The City Council does hereby di rect and authori ze the Mayor of the City of Chula Vista to execute said contract for and on behalf of the City of Chula Vista. SECTION 3. This Resolution shall take and be in full force and effect immediately upon the passage and adoption hereof. JPP"/ SECTION 4. The City Clerk shall certify to the passage and adoption of this Resolution; shall enter the same in the book of original Resolutions of said City; and sha 11 make a mi nute of the passage and adopt i on hereof in the minutes of the meeting at which the same is passed and adopted. Presented by Approved as to form by Bruce~O~~dr City Attorney ~~ Chris Salomone Community Development Director WPC 4789H/4790H IPI} -'~- AGREEMENT SETTING OUT TERMS AND OBLIGATIONS OF SOUTH COUNTY COUNCIL ON AGING IN REGARD TO THE EXPENDITURE OF CITY FUNDS APPROPRIATED THIS AGREEMENT is made this August 13, 1991, for the purposes of reference only, and effective as of the date last executed between the parties, between the City of Chula Vista ("City") herein, a municipal corporation of the State of California, and South County Council on Aging, a non-profit organization ("Grantee"), and is made with reference to the following facts: .R.E'lIA.L~ WHEREAS, the City participates in the Community Development Block Grant (CDBG) Program, a principal goal of which is to fund projects and services which will benefit low and moderate-income Chula Vista households; and, WHEREAS, the City has entered into a separate funding agreement with HUD for the City's annual CDBG entitlement and also anticipates program income from the Housing Rehabilitation Revolving Fund; and, WHEREAS, the City Council of the City of Chula Vista held a public hearing and allocated CDSG entitlement and program income funds on May 21, 1991, a portion of which was allocated for the Grantee; and, WHEREAS, the City is desirous of having those certain services for low and moderate-income households, hereinafter enumerated, performed by the Grantee, and WHEREAS, HUD requires the execution of a written agreement setting out the terms and obligations for the expenditure of CDSG funds by the Grantee; and, WHEREAS, Grantee warrants and represents that they are experi enced and staffed in a manner such that they can prepare and deliver the services required of Grantee within the time frames herein provided all in accordance with the terms and condition of this Agreement; NOW, THEREFORE, in consideration of the mutual obl igations of the parties as herein expressed, the parties hereto agree as follows: 1. Term of Agreement. The term of this agreement sha 11 be for a period of one (1) year, from July 1, 1991 through June 30, 1992. 2. Statement of Work and Schedule. The Grantee shall perform those duties described in the Statement of Work in Exhibit A, attached hereto and incorporated herein. These services shall be provided during the term of this agreement and according to the Performance Schedule in Exhibit A, attached hereto and incorporated herein~ "PC 4766H JO~. J- 3. low and Moderate Income Reauirement. The services to be performed by Grantee shall be provided primarily to persons of low and - moderate income households. A minimum of 70% of the persons provided services shall be of low- and moderate-income, as determined by the most current HUD Income limits for the San Diego SMSA, a copy of which is attached hereto and incorporated herein (Exhibit D). Grantee shall use reasonable means to determine the income level of each person or family served. 4. ComDensat i on and Budaet. The Grantee agrees to expend City-appropriated funds to meet bona fide obligations incurred for general operating expenses including personnel costs for the Shared Housing Program. The City shall compensate Grantee for said services up to a maximum amount not to exceed $16,500 (SIXTEEN THOUSAND, FIVE HUNDRED DOLLARS). An itemized budget for said expenses is in Exhibit B, attached hereto and incorporated herein. 5. Reimbursement Pavrnents. Payment of those City appropriated funds shall be made to Grantee in monthly installments following receipt of the "CDBG Expense Reimbursement Claim" form (a blank copy of which is attached) from the Grantee. Expenses itemized on the "Expense Reimbursement C1 aim" form shall be Hmited to actual expenses incurred during the period specified on said form, and shall not include any anticipated costs. Grantee shall attach documentation, such as receipts, bills, payrolls, etc. as shall provide reasonable proof of actual expenses incurred. 6. ReDorts. The Grantee shall provide the City with a quarterly report, submitted no later than 40 days after the last day of the previous quarter, which includes a brief narrative of the servic.es provided and an - itemized accounting of the expenditures of CDBG funds during the previous quarter. In addition, said report shall include the following statistical data for persons/households served during the previous quarter: (a) the total number of persons/households served; (b) the number of persons/households receiving each type of service provided; (c) of the persons/households served, the number of residents and non-residents of Chula Vista; (d) annual gross household income by standard categories, adjusted for family size (low, moderate, other); (e) race or ethnicity according to standard categories (Black, Hispanic, Asian/Pacific Islander, Native American, White); (f) number of female-headed households served. 7. Assianment. The services of South County Council on Aging are personal to that organization. The Performance of this agreement may not, by subagreement, be assigned to any other entity without prior written consent of the City. -- vpe 4766" JI/~ "'-'1- 8. Financial Records and Audits. The Grantee shall maintain all financial records for three years following the term of this agreement. The City, at its discretion may require the Grantee to provide or allow the City to undertake a complete financial and program audit of its records. Those records shall contain, at a minimum, the following information for each client served: income, residency, and ethnicity. The records shall also contain receipts or other proof of all expenditures made with City CDBG funds. . 9. Reoresentatives. The Community Development Director, or his/her designated representative, shall represent the City in all matters pertaining to the services rendered pursuant to the agreement and shall administer this agreement on behalf of the City. The Director of South County Council on Aging, or his/her designated representative, shall represent the Grantee in all matters pertaining to the services rendered pursuant to the agreement and shall administer this agreement on behalf of the Grantee. 10. Uniform Administrative Reauirements. The Grantee shall comply with the appl icab1e uniform administrative requirements as described in HUD regulation .24 CFR 570.502. This HUD regulation requires compliance with certain sections of 24 CFR Part 85 "Uniform Administrative Requirements for Grants and Cooperative Agreements to State and Local Governments." 11. Other Proaram Reau i rements.. The Grantee shall carry out each activity specified under this agreement with all Federal laws and regulations described in 24 CFR 570, Subpart K, with the following exceptions: a) The Grantee does not assume envi ronmenta 1 respons i bil it i es descri bed at 24 CFR 570.604; b) The Grantee does not assume responsibility for initiating the review process under the provisions of 24 CFR 570.612. 12. Accountina Procedure. The Grantee agrees to abide by the requirements of OMB Circular A-122 "Cost Principles for Non-Profit Organizations." The Grantee shall account for use of Block Grant funds separately from other funds so as to demonstrate that the funds are used for their designated purposes. 13. Proaram Income. Any program income derived from CDBG funds shall be reported to the City and shall only be used by Grantee for the services funded under this agreement. All provisions of this agreement shall ... apply to the use of program income for said activities. Said program income shall be substantially disbursed for said services before the City will make additional reimbursements to the Grantee. If said program income is on hand when this agreement expires, or is received after expiration of this agreement, then said program income shall be paid to the City. 14. Conditions for Reliaious Oraanizations. If the Grantee is a religious entity, affiliated with a religious entity, or sponsor of religious activities, then Grantee shall abide by the HUD regulations 24 CFR 570.200 (j) which prohibits discrimination on the basis of religion and prohibits the use of funds for religious activities, and places other restrictions and limitations on the Grantee. "PC 4766H J()(j :;5 15. Drug-free WorkDlace. The Grantee shall maintain a drug-free workplace at all times for the duration of this contract. ~ 16. Lobbvina of Federal Officials. The Grantee shall not use any funds provided under this agreement to pay any person for influencing or attempting to influence an officer or employee of any Federal agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress 1n connection with the awarding of any Federal contract, the making of any cooperative agreement, and the extension, continuation, renewal, amendment, or modification of any Federal contract, grant, loan, or cooperat i ve agreement. I f Grantee ut i 1 i zes any other funds for any of the aforementioned purposes, then the Grantee shall complete and submit Standard Form-LLL, "Disclosure Form to Report Lobbying,. in accordance with its instructions. 17. Insurance. Grantee represents that it, and its agents, and staff employed by it are protected by worker's compensation insurance and has coverage under public liability and property damage insurance policies which this Agreement requires to be demonstrated in the form of a certificate of insurance. Grantee will prov i de, pri or to the comencement of the servi ces required under this agreement the following certificates of insurance to the City: a) Statutory Worker's Compensation coverage plus $1,000,000 Employers liability coverage; b) General and Automobile Liability coverage to $1,000,000 combined single limit which names the City as an additional insured, and which is primary to any policy which the City may otherwise carry (.primary coverage"), and which treats the employees of the City in the same manner as members of the general public ("cross-liability coverage"). 18. Hold Harmless. Grantee shall defend, indemnify and hold harmless the City, its elected and appointed officers and employees, from and against all claims for damages, liability, cost and expense (including without limitation attorney's fees) arising out of the conduct of the Grantee, or any agency or employee, or others in connect i on wi th the execut i on of the work covered by this Agreement, except only for those cl~ims arising from the sole negligence or sole willful conduct of the City, its officers, or employees. Grantees indemnification shall include any and all costs, expenses, attorney's fees and liability incurred by the City, its officers and agents, or employees in defending against such claims, whether the same proceed to judgement or not. Further, Grantee at its own expense shall, upon written request by the City, defend any such suit or action brought against the City, its officer, agents, or employees. Grantee's indemnification of City shall not be limited by any prior or subsequent declaration by the Grantee. 19. SusDension and Termination. In accordance with HUD regulation 24 CFR 85.43, Grantee may be suspended or terminated by the City after 30 days written notice to the Grantee due to default by the Grantee or the Grantee's inability to perform, regardless of whether such . inability is due to circumstances within or beyond the Grantee's control. The award may be terminated for convenience in accordance with 24 CFR 85.44. Settlement of any disputes shall be based on the laws of the State of California. . WPC 4766" I () "t$~(, ~ .- 20. Breach of Contract. The parties reserve the right to pursue any remedy provided under California law for remedy in instances where contractors violate or breach contract terms. 21. Reversion of Assets. Upon expiration of this agreement, Grantee shall transfer to the City any COBG funds on hand at the time of expiration and any accounts receivable attributable to the use of COBG funds, including any program income derived from COBG funds. IN WITNESS WHEREOF, City and Grantee have executed this Agreement this _ day of , 1991. CITY OF CHULA VISTA BY: Tim Nader Mayor, City of Chula Vista ATTEST: City Clerk APPROVEO AS TO FORM BY: Bruce M. Boogaard City Attorney SOUTH COUNTY COUNCIL ON AGING ~~ BY: ~ . Ma ine Whittington - irector Exhibit list Exhibit A. Exhibit B. Exhibit C. Exhibit O. Exhibit E. Statement of Work and Schedule Budget City of Chula Vista Party Oisclosure Statement HUO Income Limits (Revised April 17, 1991) COBG Expense Reimbursement Clean Form "PC 4766M 1()fJ-s: 7 - BlANK PAGE - .-. EXHIBIT A SOUTH COUNTY COUNCIL ON AGING SHARED HOUSING F/Y 7/1/91-6/30/92 STATEMENT OF WORK 1. Description Section The main activities of our organization is to provide a Shared Housing Program where two or more persons share living arrangements and share in housing related expenses. We also strive to find home sharers who may assist the handicapped homeowner. This may be in lieu of rent and helps the homeowner remain in their home, and not become institutionalized. 2. Schedule Section Our program is staffed by a Director and two Counselors trained to assess client needs in a placement program. We network with providers, community agencies, and attend seminars to enable us to provide our clients with housing opportunities. In a recent previous year,we registered 343 persons for Shared Housing. Of this total, we placed 172 in home- sharing arrangements or 50% of those registered. About 76% in home sharing arrangements are low income seniors and residents of Chula Vista. 3. Bud~et Our resources for the projected fiscal year 91-92 will be from CDBG funds; $16,500. - City of Chula Vista and $10,000. - County of San Diego. Funds will pay one full-time Director, one part-time Bi-lingual counselor and one part-time clerk-counselor. Other expenses include printing (monthly newsletter), postage, advertising, insurance and mileage (covering home visits). See detailed budget - Exhibit B. 10tJ-8' EXHIBIT B SOUTH COUNTY COUNCIL ON AGING - SHARED HOUSING PROGRAM BUDGET {Amended~ F/Y 7/1/91- /30/92 EXPENSE CITY CHULA VISTA COUNTY SAN DIEGO TOTAL ACCOUNT 13lock Gr. Funds Block Gr. Funds SALARIES 11,856. 7,033. 18,889. FRINGE (taxes) 1,037. 720. 1,757. Bookkeep. Serve 491. 254. 745. INSURANCE 312. 267. 579. Travel/Training 302. 278. 580. OFFICE SUPPLIES 285. 323. 608. TELEPHONE 365. 370. 735. OTHER 1,852. 755. 2,607. (Adv.Post.prtg.) -. TOTALS j 16,500. j10,000. j26,500. - /plJ"1 THE CI1Y OF CHULA VISTA PAR1Y DISCLOSURE STATEMENI' fX,I~IRIT C ~tatement of disclosure of certain ownership interests, payments, or campaign contributions, on all matters which will require discretionary action on the part of the City Council, Planning Commission, and all other official bodies. The following information must be disclosed: 1. List the names of all persons having a financial interest in the contract, i:e., con~ractor, subcontractor, material supplier. SOUTH COUNTY COUNCIL ON AGING BOARD OF DIRECTORS (Non-Profit'Organization) 2. IT any person identified pursuant to (1) above is a corporation or partnership, list the names of all individuals owning more than 10% of the shares in the corporation or owning any partnership interest in the partnership. None 3. If any person identified pursuant to (1) above is non-profit organization or a trust, list the names of any person serving as director of the non-profit organization or as trustee or beneficiary or trustor of the ~rust. ' An~ta RA~AnnA~ _ ~A~~nAn~ Anne Nute - Vice-President Shere Mann - Secretary Dorothy Showman - Treasurer 4. Have you had more than $250 worth of business transacted with 'any member of the City staff, Boards, Commissions, Committees and Council within the past twelve months? Yes No ---! IT yes, please indicate person(s): 5. Please identify each and every person, including any agents, employees, consultants or independent contractors who you have assigned to represent you before the City in this matter. None 6. Have you and/or your officers or agents, in the aggregate, contributed more than $1,000 to a Councilmember in the current or preceding election period? Yes No -!. If yes, state which Councilmember(s): ' Person is dermed as: ~ny individual, /inn, co-partnership, joint venture, association, social dub, fratemaJ organization, corporatioll, estate, trust, receiver, syndicate, dlis and any odler county, city and country, city, municipality, district or other political subdi,'isioll, or any other group or combination acting as a unit: ' (NOTE: Attach additional pages as necessary) ......ate: August 5, 1991 (C:\ WP51 \COUNCIL\DISCLOSE. TXT) I()~" III ~~,,~~~ Sig a ure of contractor/applicant Shared Housing Maxine Whittington - Director Print or type name of contractor japplicant {Revised: l1/30/90J EXHIBIT 0 Z It 0) ~ H t-4 0) ....en ....en ....~ ....0 ....t:"' .... . IXl ....> (I) 0 t"' 01 ::s ~ 0 0)01 0) III ~ .... <~ t"'O ~1lI 0= 0 ~ 0 ::s ::s ~ c:: III = III = .... < CD = o fIl CD ~ " III c:: t'il lC 0 0 CIl rt = rt ::s 0 < CIl = 01 fIl " CD III ::r rt 1 t"' " ::r rt"Sl: CD " rt"I1 > = " = CD ::r H r:: 0 0 .... CD III 0.... 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NW w.co. -.J 3: W-oJ 1V(tI OW \0'" 0-..1 UlO IV UI O-oJ (tIW ow N-oJ t'il .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. ~ 0\(1) O\N Q)W -..I UI 0... (7\ \0 W -oJ 0... \0'" (l)W W ... CD ~ 00 UlO UIUI OUt UlO 0 UI 00 00 UlU'l UtUt UtO " \ W 00 00 00 00 00 0 0 00 00 00 00 00 , .... \ .. , .co. N~ NW NW NW WUI IV .co. NW WUt N~ IVW (NUl Q) , 0 UlO .co.Q) NUl "'W NO -..I W WQ) ....0 Q) UI NUl ~o )/)4-'1/ 0 .. .. .. .. .. .. .. .. .. ." ~ ....N ...Ul IV UI O(tl 0 ... N 0\ -..I 0 .\0 ... -..1\0 NUt ~.... CD UtUt OUt 00 00 0 Ut UtO UlO Ut Ut OUt 00 (1'IUI " 00 00 00 00 0 0 00 00 (") (") n n r. n ,.-..n RESOLUTION NO. J t, :3/J 7 RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA APPROVING AGREEMENT BETWEEN THE CITY OF CHULA VISTA AND RESIDENT RELATIONS OF CALIFORNIA AND AUTHORIZING THE MAYOR TO EXECUTE SAID AGREEMENT WHEREAS, the City participates in the Community Development Block Grant (CDBG) Program, a principal goal of which is to fund projects and servi ces whi ch will benefit low and moderate- income Chul a Vi sta househol ds; and, WHEREAS, the City will be entering into a separate funding agreement with HUD for the City's annual CDBG entitlement and also anticipates program income from the Housing Rehabilitation Revolving Fund; and, WHEREAS, the City Council of the City of Chula Vista held a public hearing and allocated CDBG entitlement and program income funds on May 21t 1991, a portion of which was allocated for the Grantee; and, WHEREASt the City is desirous of having certain services for low and moderate-income households which staff has determined is el igible for CDBG fundingt performed by the Granteet and WHEREASt HUD requires the execution of a written agreement setting out the terms and obligations for the expenditure of CDBG funds by the Grantee; andt WHEREAS t Grantee warrants and represents that they are experi enced and staffed in a manner such that they can prepare and del i ver the servi ces requ i red of Grantee with in the time frames here in provi ded all in accordance with the terms and condition of this Agreement; NOW, THEREFORE, THE CITY OF THE CITY OF CHULA VISTA DOES HEREBY FINDt DETERMINE ORDERt AND RESOLVE AS FOLLOWS: SECTION 1. The City Council does hereby approve the agreement and Standard Addendum #1 to said agreement with Res i dent Re 1 at ions of Ca 1 Horn i a dated August 13, 1991 (Document # ) a copy of which is attached hereto and incorporated hereint the same as though fully set forth herein. SECTION 2. The City Council does hereby direct and authorize the Mayor of the City of Chula Vista to execute said contract for and on behalf of the City of Chula Vista. SECTION 3. This Resolution shall take and be in full force and effect immediately upon the passage and adoption hereof. Jt) C - / SECTION 4. The City Clerk shall certify to the passage and adoption of this Resolution; shall enter the same in the book of original Resolutions of said City; and shall make a minute of the passage and adoption hereof in the minutes of the meeting at which the same is passed and adopted. Presented by APprzs ~.f~ Bruce M. Boogaard City Attorney ~~ Chris Salomone Community Development Director WPC 4789H/4790H J()~C-:2 -2- AGREEMENT SETTING OUT TERMS AND OBLIGATIONS OF RESIDENT RELATIONS OF CALIFORNIA IN REGARD TO THE EXPENDITURE OF CITY FUNDS APPROPRIATED THIS AGREEMENT is made this August 13, 1991, for the purposes of reference only, and effective as of the date last executed between the parties, between the City of Chu1a Vista ("City") herein, a municipal corporation of the State of California, and Resident Relations of California, a non-profit organization ("Grantee"), and is made with reference to the following facts: Bf'IIA1~ WHEREAS, the City participates in the Community Development Block Grant (CDBG) Program, a principal goal of which is to fund projects and services which will benefit low and moderate-income Chula Vista households; and, WHEREAS, the City has entered into a separate funding agreement with HUD for the City's annual CDBG entitlement and also anticipates program income from the Housing Rehabilitation Revolving Fund; and, WHEREAS, the City Council of the City of Chula Vista held a public hearing and allocated CDBG entitlement and program income funds on May 21, 1991, a portion of which was allocated for the Grantee; and, WHEREAS, the City is desirous of having those certain services for low and moderate-income households, hereinafter enumerated, performed by the Grantee, and WHEREAS, HUD requires the execution of a written agreement setting out the terms and obligations for the expenditure of CDBG funds by the Grantee; and, WHEREAS, Grantee warrants and represents that they are experienced and staffed in a manner such that they can prepare and deliver the services required of Grantee within the time frames herein provided all in accordance with the terms and condition of this Agreement; NOW, THEREFORE, in consideration of the mutual ob1 igations of the parties as herein expressed, the parties hereto agree as follows: . 1. Term of Agreement. The term .of this agreement shall be for a period of one (I) year, from July 1, 1991 through June 30, 1992. 2. Statement of Work and Schedule. The Grantee shall perform those duties described in the Statement of Work in Exhibit A, attached hereto and incorporated herein. These services shall be provided during the term of this agreement and according to the Performance Schedule in Exhibit A, attached hereto and incorporated herein. , UPC 4765M IIJG(~j 3. Low and Moderate Income Reauirement. The services to be performed by Grantee shall be provided primarily to persons of low and - moderate income households. A minimum of 70% of the persons provided services shall be of low- and moderate-income, as determined by the most current HUO Income Limits for the San Diego SMSA, a copy of which is attached hereto and incorporated herein (Exhibit D). Grantee shall use reasonable means to determine the income level of each person or family served. 4. Comoensation and Budget. The Grantee agrees to expend City-appropriated funds to meet bona fide obligations incurred for general operating expenses including office rent and personnel costs. The City shall compensate Grantee for said services up to a maximum amount not to exceed $8,000 (EIGHT THOUSAND DOLLARS). An itemized budget for said expenses is in Exhibit B, attached hereto and incorporated herein. 5. Reimbursement Pavments. Payment of those City appropriated. funds shall be made to Grantee in quarterly installments following receipt of the "CDBG Expense Reimbursement Claim" form (a blank copy of which is attached) from the Grantee. Expenses itemized on the "Expense Reimbursement Cl aim" form shall be limited to actual expenses incurred during the period specified on said form, and shall not include any anticipated costs. Grantee shall attach documentation, such as receipts, bills, payrolls, etc. as shall provide reasonable proof of actual expenses incurred. 6. ReDorts. The Grantee shall provide the City with a quarterly report, submitted no later than 40 days after the last day of the previous quarter, which includes a brief narrative of the services provided and an itemized accounting of the expenditures of CDBG funds during the previous quarter. In addition, said report shall include the following statistical data for persons/households served during the previous quarter: - (a) the total number of persons/households served; (b) the number of persons/households receiving each type of service provided; (c) of the persons/households served, the number of residents and non-residents of Chula Vista; (d) annual gross household income by standard categories, adjusted for family size (low, moderate, other); (e) race or ethnicity according to standard categories (Black, Hispanic, Asian/Pacific Islander, Native American, White); (f) number of female-headed households served. 7. Assignment. The services of Resident Relations of Cal ifornia are personal to that organization. The Performance of this agreement may not, by subagreement, be assigned to any other entity without prior written consent of the City. ~,>> WPC 4765H loc-~i 8. Financial Records and Audits. The Grantee shall maintain all financial records for three years following the term of thh agreement. The City. at its discretion may require the Grantee to provide or allow the City to undertake a complete financial and program audit of its records. Those records shall contain, at a minimum. the following information for each client served: income, residency. and ethnicity. The records shall also contain receipts or other proof of all expenditures made with City CDBG funds. 9. ReDresentatives. The Community Development Director. or his/her designated representative, shall represent the City in all matters pertaining to the services rendered pursuant to the agreement and shall administer thh agreement on behalf of the City. The Director of Resident Relations of California, or his/her designated representative. shall represent the Grantee in all matters pertaining to the services rendered pursuant to the agreement and shall administer this agreement on behalf of the Grantee. 10. Uniform Administrative Reauirements. The Grantee shall comply with the appl icable uniform administrative requirements as described in HUD regulation 24 CFR 570.502. This HUD regulation requires compliance with certain sections of 24 CFR Part 85 .Uniform Administrative Requirements for Grants and Cooperative Agreements to State and Local Governments." 11. Other Proaram Reauirements. The Grantee shall carry out each activity specified under this agreement with all Federal laws and regulations described in 24 CFR 570. Subpart K, with the following exceptions:. a) The Grantee does not assume environmental responsibil ities described at 24 CFR 570.604; b) The Grantee does not assume responsibil ity for initiating the review process under the provisions of 24 CFR 570.612. 12. Accountina Procedure. The Grantee agrees to abide by the requirements of OMB Circular A-122 "Cost Principles for Non-Profit Organizations." The Grantee shall account for use of Block Grant funds separately from other funds so as to demonstrate that the funds are used for their designated purposes. 13. Proaram Income. Any program income derived from CDBG funds shall be reported to the City and shall only be used by Grantee for the services funded under this agreement. All provisions of this agreement shall apply to the use of program income for said activities. Said program income shall be substantially disbursed for said services before the City will make additional reimbursements to the Grantee. If said program income h on hand when this agreement expires. or is received after expiration of this agreement. then said program income shall b~.paid to the City. . 14. Conditions for Rel iaious Oraanizations. If the Grantee is a religious entity. affiliated with a religious entity. or sponsor of religious activities. then Grantee shall abide by the HUD regulations 24 CFR 570.200 (j) which.prohibits discrimination on the basis of religion and prohibits the use of funds for religious activities, and places other restrictions and limitations on the Grantee. WPC 4765H loc_!f 15. Drua-free Workolace. The Grantee shall maintain a drug-free - workplace at all times for the duration of this contract. 16. Lobbving of Federal Officials. The Grantee shall not use any funds provided under this agreement to pay any person for influencing or attempting to influence an officer or employee of any Federal 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 cooperative agreement, and the extension, continuation, renewal, amendment, or modification of any Federal contract, grant, loan, or cooperative agreement. If Grantee utilizes any other funds for any of the aforementioned purposes, then the Grantee shall complete and submit Standard Form-LLL, -Disclosure Form to Report Lobbying,- in accordance with its instructions. 17. Insurance. Grantee represents that it, and its agents, and staff employed by it are protected by worker's compensation insurance and has coverage under publ ic 1 iabil ity and property damage insurance policies which thi s Agreement requi res to be demonstrated in the form of a cert i fi cate of insurance. Grantee will provide, prior to the commencement of the services required under this agreement the following certificates of insurance to the City : a)" Statutory Worker's Compensation coverage plus $1,000,000 Employers liability coverage; b) General and Automobile liability coverage to $1,000,000 combined single limit which names the City as an additional insured, and which is primary to any policy which the City may otherwise carry ("primary coverage"), and which treats the employees of the City in the same manner as members of the general public ("cross-liability coverage"). ~" 18. Hold Harmless. Grantee shall defend, indemnify and hold harmless the City, its elected and appointed officers and employees, from and against all claims for damages, liability, cost and expense (including without limitation attorney's fees) arising out of the conduct of the Grantee, or any agency or emp 1 oyee, or others in connect i on wi th the execut i on of the work covered by this ~greement, except only for those claims arising from the sole negligence or sole willful conduct of the City, its officers, or employees. Grantees indemnification shall include any and all costs, expenses, attorney's fees and liability incurred by the City, its officers and agents, or employees in defending against such claims, whether the same proceed to judgement or not. Further, Grantee at its own expense shall, upon written request by the City, defend any such suit or action brought against the City, its officer, agents, or employees. Grantee's indemnification of City shall not be limited by any prior or subsequent declaration by the Grantee. 19. Susoension and Termination. "In accordance with HUD regulation 24 CFR 85.43, Grantee may be suspended or terminated by the City after 30 days written notice to the Grantee due to default by the Grantee or the Grantee's inability to perform, regardless of whether such inability is due to circumstances within or beyond the Grantee's control. The award may be terminated for convenience in accordance with 24 CFR 85.44. Settlement of any disputes shall be based on the laws of the State of California. -" WPC 4765" I/)G~" 20. Breach of Contract. The parties reserve the right to pursue any remedy provided under California law for remedy in instances where contractors violate or breach contract terms. 21. Reversion of Assets. Upon expiration of this agreement, Grantee shall transfer to the City any CDBG funds on hand at the time of expiration and any accounts receivable attributable to the use of CDBG funds, including any program income derived-from CDBG funds. IN WITNESS WHEREOF, City and Grantee have executed thi s Agreement this ____ day of , 1991. CITY OF CHULA VISTA BY: Tim Nader Mayor, City of Chula Vista A TIEST : City Clerk APPROVED AS TO FORM BY: Bruce M. Boogaard City Attorney Exhibit li st Exhibit A. Exhibit B. Exhibit C. Exhibit D. Exhibit E. Statement of Work and Schedule Budget City of Chula Vista Party Disclosure Statement HUD Income limits (Revised April 17, 1991) CDBG Expense Reimbursement Clean Form WPC 4765H I tJ C:-; '1 ~_..,.".,.--"----"'-_..._....._..."'.........._'~ B~ rAGE - _c ---- SAN ~lijWIT (@~ RESIDENT 21/ ~~RELAnONS FOUNDATION 1011 Can\ino Delli<> South Suite 20J San DIego. California 92108 (619) 297-8282 EmlISI!' A STATEMENT OF WORK: Resident Relations of Califo~nia will provide residents and owners/managers of rental property in the Ci ty of Cbula Vista with counseling and mediation services involving landlord/tenant \ issues. These services will he provided at no cost 'to ~esidents of Chula Vista who call 297-8283. STATEMENT OF SCHEDULE: Resident Relations of California is open HonCiay th:rough Friday from 9' a .111. to noon and 1 p.m. to 5 p.m. The offices are closed holidays and week-ends. )OG' f( RJ; 15 '91 13:56 5DAA P.V6 ~XHIBIT 8 RBSIDUt" RBLI.'fIOHS or CALIPOUIA - Proposed Budget JG1y 1, 1991 - JUDe 3', 1992 Pr:ograa Budget 'I'oul 199~-1"2 ChuJ.a Vista n Sbar:e 1991-1992 JIJCOME Associate Member Pzog~am Civil COde Books Contributions Gol f Tournament HIM ~aining Video Other cosa Requests Rent Sense P~ogxam SCripts SDAA Contributions SOMB Contributions ~ibute Dinne% NET "l'rade Show $ 7,289 $ 3,'"'' $ 28, rn" $ 15,"90 $ 5,"99 , 4,588 $ 1,e'0 $ 1,289 S 26,780 $ 59,""" $ 39" Total Income ~--~~~~~~-~-~~~~~~~-----~~~~----~~~~~~~~-~-~~~~~----- $ 1tl,9BfJ ***************************************************************** ~ BXPEBSB Accounting $ 1,588 $ fJ Associate Member Pxog!:aIn $ 31" $ " Bank Charges $ 84 .$ " Bookkeeping $ 3,809 $ (IJ .Da1:a Processing $ 1,890 $ , Employee Benefits $ 6,6"" $ 8 EquipmQnt Maintenance $ 1,679 $ , Ins\1rance $ 1,51e S " Miscellaneous .$ 88 $ .. Newsletter $ 4'0 $ e Office Suppl lea .$ 2,810 $ I nl1~q i rI. ~TTr i c." , ?2B Q - Pilyxol~ ~es $ 8,3" $ 58. Postage $ 2,118 .$ , Printing $ 2,488 .$ rI Reat: $ ~8,... $1,26. ltentsense P.r og J: a.ul $ 380 $ 1 1fe1epbooe . 3.9.. , 27. 'travel/Heels $ 1,298 .$ , Otl1ities .$ 1,688 .$ II Wages t .t,... .5,8911 Total Expense ~--"""'-----'-""---"""~""""'---..-~.......--..-._---....-.~...,.........-...................---".................- $8,0811 $141,413 --.._----==--.~.__..==---_......~.=.-.........==~.........===.... -- ---. ......., /oc-, FAX NO. 6194765310 PtJHIBIT l THE CITY OF CHCILA t'lSTA P.&rIY DISCLOSURE STATEMI':Nr StAtCIJ:).ent of disclosure of 4:erlain ownership bUtrcsts, p~t.ns, or eampai8n contrlburiot".s. on an m~aCTS which will require diJicretionary action on the p:\lt of the City Council. PlannIng Commission. and all other official bodies. Tbe following information must be disclosed: . 1. llst the names of all persons having a fUlo.'Ulcial interest in the contract, Le.. contractor, subcontractor. material suppUer. ~*I~~~:"OT 2. If Any person idcntl1kd pr,llsuan: to (1) above is a corporation or ptrtnership. list the names oC an individuals ownina more chan 10% of tbe shate~ in the COIpOratiotl Dr owning any partnership interel>"t in the partnership_ ~11 3. If any person id~t1tified pUI:$uant to (1) above ls non-profic CJrganization Dr a tr\l$t. list the names of. any ~rson serving as director or the non.profil organiul.tion or a.s trUstee or beneficiary or trustor of the Jrust. \ See a.,tJteLi},p,,L JI.srt)~tlrd 1 n\r~i<ttrs 4. Have you had more than 5250 worth of business ttan.~cted with any member of the City ,~ Boar~mmissionst Committees and Couneil within tbe past twelve months? Yes_ No _ If yes, plea$e indicate person(s): S. Please identify each and evexyperson, including any agents, employecs, coD.SUlWlIS or ind~pendent contractors who you ~ assigned to represent you before the Oty in this maUer. ~ rtJ )1 ;!.9.lJ. 1\ c;.., I'l Wy 6. Have you &t1d/or your officers or agents, in the "ggregate. contn'buted more tban $1,000 to a Councflmember in the current or ptecedlnlel~ction. period? Yes _ No!::: Ii yes. state whicb Councnmember(s): Pf!1'!tM it dcr~d as: ~y iIIdf.iJuCl( Jirm. ~~UJl,JoUl' '""4I'r. ussodlldon. ttKilI/ c1kb, fttJIt!m41 DPFIt&tlllOl", C(Pportll;On, atclM. tJUrl. rlcalot:!; 1j'tId'JaJl~. diU 41'ld fPJl odter ~1IlY, (ity tmd CUll/illy, city, numklpalily, dlll1'kt M IJIIkl' poUtktll SffbJMsion, or 11111 other ,oup tIT ctJmbvultiOl'/ tlcdng M tI unll: (NOTE: Attach additic)tUl plac. as nCCCSW)') onle:~~/S; 17fJ ~ .-ALU . . n ture Of cont r/applicant 1ShlJ YO#') 9? .JDhnSDI1). &~~. :LA,.. Print or type name Or~onUQc:t()r/applic:ant (Reviled: 111)Q~J . . lC\WS'SI\CO'l,'NCL\DlSQ.OSl"..TXi] J~C "/~ RESOLUTION NO. I (, 3~~ RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHUlA VISTA APPROVING AGREEMENT BETWEEN THE CITY OF CHUlA VISTA AND EPISCOPAL COMMUNITY SERVICES (FOR OPTIONS FOR RECOVERY) AND AUTHORIZING THE MAYOR TO EXECUTE SAID AGREEMENT WHEREAS, the City participates in the Community Development Block Grant (CDBG) Program, a principal goal of which is to fund projects and services whi ch wi 11 benefit low and moderate- income Chu1 a Vi sta households; and, WHEREAS, the City will be entering into a separate funding agreement with HUD for the City's annual CDBG entitlement and also anticipates program income from the Housing Rehabilitation Revolving Fund; and, WHEREAS, the City Council of the City of Chu1a Vista held a public heari ng and allocated CDBG ent it 1 ement and program income funds on May 21, 1991, a portion of which was allocated for the Grantee; and, WHEREAS, the City is desirous of having certain services for low and moderate-i ncome househo1 ds whi ch staff has determined is e1 igi b1 e for CDBG funding, performed by the Grantee, and WHEREAS, HUD requires the execution of a written agreement setting out the terms and obligations for the expenditure of CDBG funds by the Grantee; and, WHEREAS, Grantee warrants and represents that they are experi enced and staffed in a manner such that they can prepare and del iver the services required of Grantee within the time frames herein provided all in accordance with the terms and condition of this Agreement; NOW, THEREFORE, THE CITY OF THE CITY OF CHUlA VISTA DOES HEREBY FIND, DETERMINE ORDER, AND RESOLVE AS FOllOWS: SECTION 1. The City Council does hereby approve the agreement and Standard Addendum #1 to said agreement with Episcopal Community Services dated August 13, 1991 (Document # ) a copy of which is attached hereto and incorporated herein, the same as though fully set forth herein. SECTION 2. The City Council does hereby direct and authorize the Mayor of the City of Chu1a Vista to execute said contract for and on behalf of the City of Chula Vista. SECTION 3. This Resolution shall take and be in full force and effect immediately upon the passage and adoption hereof. /lJp-1 SECTION 4. The City Clerk shall certify to the passage and adoption of this Resolution; shall enter the same in the book of original Resolutions of said Ci ty; and sha 11 make a mi nute of the passage and adoption hereof in the minutes of the meeting at which the same is passed and adopted. Presented by APprzs;, zra Bruce M. Boogaard City Attorney ~~ Chris Salomone Community Development Director WPC 4789H/4790H IQ!)-~ -2- AGREEMENT SETTING OUT TERMS AND OBLIGATIONS OF EPISCOPAL COMMUNITY SERVICES IN REGARD TO THE EXPENDITURE OF CITY FUNDS APPROPRIATED THIS AGREEMENT is made this August 13, 1991, for the purposes of reference only, and effective as of the date last executed between the parties, between the City of Chula Vista ("City") herein, a municipal corporation of the State of Cal ifornia, and Episcopal Convnunity Services, a non-profit organization ("Grantee"), and 1s made with reference to the following facts: RfklIA1~ WHEREAS, the City participates in the Convnunity Development Block Grant (CDBG) Program, a principal goal of which is to fund projects and services which will benefit low and moderate-income Chula Vista households; and, WHEREAS, the City has entered into a separate funding agreement with HUD for the City's annual CDBG entitlement and also anticipates program income from the Housing Rehabilitation Revolving Fund; and, WHEREAS, the City Council of the City of Chu1a Vista held a public hearing and allocated CDBG entitlement and program income funds on May 21, 1991, a portion of which was allocated for the Grantee; and, WHEREAS, the City is desirous of having those certain services for low and moderate-income households, hereinafter enumerated, performed by the Grantee, and WHEREAS, HUD requires the execution of a written agreement setting out the terms and obligations for the expenditure of CDBG funds by the Grantee; and, WHEREAS, Grantee warrants and represents that they are experi enced and staffed in a manner such that they can prepare and del iver the services required of Grantee within the time frames herein provided all in accordance with the terms and condition of this Agreement; NOW, THEREFORE, in consideration of the mutual obligations of the parties as herein expressed, the parties hereto agree as follows: 1. Term of Aareement. The term of this agreement shall be for a period of one (1) year, from July 1, 1991 through June 30, 1992. 2. Statement of Work and Schedule. The Grantee shall perform those duties described in the Statement of Work in Exhibit A, attached hereto and incorporated herein. These services shall be provided during the term of this agreement and according to the Performance Schedule in Exhibit A, attached hereto and incorporated herein. WPC 4769H -1- lOp - ') 3. low and Moderate Income ReQuirement. The services to be performed by Grantee shall be provided primarily to persons of low and ~ moderate income househo1ds..A minimum of 70% of the persons provided services sha 11 be of low- and moderate- income, as determi ned by the most current HUD Income limits for the San Diego SMSA, a copy of which is attached hereto and incorporated herein (Exhibit D). Grantee shall use reasonable means to determine the income level of each person or family served. 4. ComDensation and Budoet. The Grantee agrees to expend City-appropriated funds to meet bona fide obl igations incurred for transportation, including vehicle lease, insurance, and maintenance for persons/families participating 1n the Options for Recovery Program in Chula Vista. The City shall compensate Grantee for said services up to a maximum amount not to exceed $10,350 (TEN THOUSAND, THREE HUNDRED AND FIFTY DOLLARS). An itemized budget for said expenses is in Exhibit B, attached hereto and incorporated herein. 5. Reimbursement Payments. Payment of those City appropriated funds shall be made to Grantee in monthly installments following receipt of the "CDBG Expense Reimbursement Claim" form (a blank copy of which is attached) from the Grantee. Expenses itemized on the "Expense Reimbursement Claim" form shall be limited to actual expenses incurred during the period specified on said form, and shall not include any anticipated costs. Grantee shall attach documentation, such as receipts, bills, payrolls, etc. as shall provide reasonable proof of actual expenses incurred. 6. ReDorts. The Grantee shall provide the City with a quarterly report, submitted no later than 40 days after the last day of the previous quarter, which includes a brief narrative of the services provided and an itemized accounting of the expenditures of CDBG funds during the previous quarter. In addition, said report shall include the following statistical data for persons/households served during the previous quarter: - (a) the total number of persons/households served; (b) the number of persons/households receiving each type of service provided; (c) of the persons/households served, the number of residents and non-residents of Chu1a Vista; (d) annual gross household income by standard categories, adjusted for family size (low, moderate, other); (e) race or ethnicity according to standard categories (Black, Hispanic, Asian/Pacific Islander, Native American, White); (f) number of female-headed households served. 7. Assionment. The services of Episcopal Community Services are personal to that organization. The Performance of this agreement may not, by subagreement, be assigned to any other entity without prior written consent of the City. - WPC 4769H -2- IOP.,Lj 8. Financial Records and Audits. The Grantee shall maintain all financial records for three years following the term of this agreement. The City, at its discretion may require the Grantee to provide or allow the City to undertake a complete financial and program audit of its records. Those records shall contain, at a minimum; the following information for each client served: income, residency, and ethnicity. The records shall al so contain receipts or other proof of all expenditures made with City CDBG funds. 9. ReDresentatives. The Community Development Director, or his/her designated representative, shall represent the City in all matters pertaining to the services rendered pursuant to the agreement and shall administer this agreement on behalf of the City. The Director of Episcopal Community Services, or his/her designated representative, shall represent the Grantee in all matters pertaining to the services rendered pursuant to the agreement and shall administer this agreement on behalf of the Grantee. 10. Uniform Administrative Reauirements. The Grantee shall comply with the applicable uniform administrative requirements as described in HUD regulation 24 CFR 570.502. This HUD regulation requires compliance with certain sections of 24 CFR Part 85 "Uniform Administrative Requirements for Grants and Cooperative Agreements to State and Local Governments." 11. Other Proaram Reau i rements. The Grantee shall carry out each activity specified under this agreement with all Federal laws and regulations described in 24 CFR 570, Subpart K, with the following exceptions: a) The Grantee does not assume environmental responsibil ities described at 24 CFR 570.604; b) The Grantee does not assume responsibility for initiating the review process under the provisions of 24 CFR 570.612. 12. Accountina Procedure. The Grantee agrees to abide by the requirements of OMB Circular A-122 "Cost' Principles for Non-Profit Organizations.1I The Grantee shall account for use of Block Grant funds separately from other funds so as to demonstrate that the funds are used for their designated purposes. 13. Proqram Income. Any program income derived from CDBG funds shall be reported to the City and shall only be used by Grantee for the services funded under this agreement. All provisions of this agreement shall apply to the use of program income for said activities. Said program income shall be substantially disbursed for said services before the City will make additional reimbursements to the Grantee. If said program income is on hand when this agreement expires, or is received after expiration of this agreement, then said program income shall be paid to the City. 14. Conditions for Re1 iqious Orqanizations. If the Grantee is a religious entity, affiliated with a religious entity, or sponsor of religious activities, .then Grantee shall abide by the HUD regulations 24 CFR 570.200 (j) which prohibits discrimination on the basis of religion and prohibits the use of funds for religious activities, and places other restrictions and limitations on the Grantee. "PC 4169M -3- IPj)-5' 15. Drug-free Workol ace. The Grantee shall maintain a drug-free workplace at all times for the duration of this contract. ~ 16. Lobbvina of Federal Officials. The Grantee shall not use any funds provided under this agreement to pay any person for influencing or attempting to influence an officer or employee of any Federal 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 cooperative agreement, and the extension, continuation, renewal, amendment, or modification of any Federal contract, grant, loan, or coopera t i ve agreement. I f Grantee ut ill zes any other funds for any of the aforementioned purposes, then the Grantee shall complete and submit Standard Form-LLL, "Disclosure Form to Report Lobbying," in accordance with its instructions. 17. Insurance. Grantee represents that it, and its agents, and staff employed by it are protected by worker's compensation insurance and has coverage under public liability and property damage insurance policies which this Agreement requires to be demonstrated in the form of a certificate of insurance. Grantee will provide, prior to the commencement of the services required under this agreement the following certificates of insurance to the City : a) Statutory Worker's Compensation coverage pl us $1,000,000 Employers liability coverage; b) General and Automobile Liability coverage to $1,000,000 combined single limit which names the City as an additional insured, and which is primary to any policy which the City may otherwise carry ("primary coverage"), and which treats the employees of the City in the same manner as members of the general public ("cross-liability coverage"). 18. Hold Harmless. Grantee shall defend, indemnify and hold harmless the City, its elected and appointed officers and employees, from and against all claims for damages, liability, cost and expense (including without limitation attorney's fees) arising out of the conduct of the Grantee, or any agency or employee, or others in connection with the execution of the work covered by this Agreement, except only for those claims arising from the sole negligence or sole willful conduct of the City, its officers, or employees. Grantees indemnification shall include any and all costs, expenses, attorney's fees and liability incurred by the City, its officers and agents, or employees in defending against such claims, whether the same proceed to judgement or not. Further, Grantee at its own expense shall, upon written request by the City, defend any such suit or action brought against the City, its officer, agents, or employees. Grantee's indemnification of City shall not be limited by any prior or subsequent declaration by the Grantee. - 19. SusDension and Termination. In accordance with HUD regulation 24 CFR 85.43, Grantee may be suspended or terminated by the City after 30 days written notice to the Grantee due to default by the Grantee or the Grantee's inability to perform, regardless of whether such inability ls due to circumstances within or beyond the Grantee's control. The award may be terminated for convenience in accordance with 24 CFR 85.44. Settlement of any disputes shall be based on the laws of the State of California. - WPC 4769H -4- I~])-(, 20. Breach of Contract. The parties reserve the right to pursue any remedy provided under California law for remedy in instances where contractors violate or breach contract terms. 21. Reversion of Assets. Upon expiration of this agreement, Grantee shall .transfer to the City any CDBG funds on hand at the time of expiration and any accounts receivable attributable to the use of CDBG funds, including any program income derived from CDBG funds. IN WITNESS WHEREOF, City and Grantee have executed this Agreement this _ day of , 1991. CITY OF CHULA VISTA BY: Tim Nader Mayor, City of Chula Vista ATTEST: City Clerk APPROVED AS TO FORM BY: Bruce M. Boogaard City Attorney EPISCOPAL COMMUNITY SERVICES BY: k__ ~ - Exhibit List Exhibit A. Exhibit B. Exhibit C. Exhibit D. Exhibit E. Statement of Work and Schedule Budget City of Chula Vista Party Disclosure Statement HUD Income Limits (Revised April 17, 1991) CDBG Expense Reimbursement Clean Form VPC 4769H -5- If) 7/- 7 EXHIBIT A EXHIBIT A EPISCOPAL COMMUNITY SERVICES O~tions For Recoverv STATEMENT OF WORK DESCRIPTION The Options Day Treatment program serves minority, low-income needy women who are pregnant and post-partum who have an alcohol or drug problem. Approximately 70' are from the Chula Vista Area. Part of the currently operating day-treatment program is to provide transportation services to Head Start, Medical services, sober/social activities and to self-help meetings. The funds to be awarded will be used to lease a 7 passenger mini-van, pay for a portion of the insurance costs of operating the van and provide for bus tokens for other transportation needs such as providing the means for some of the women to get to the program. The program provides services to approximately 20 women a month and a minimum of 15 children who are three years old or less a month. /~ J)- ~ EXH~RJT A .---- EXHIB:IT B EP:ISCOPAL COMMUNITY SERVICES Qptions For Recovery SCHEDULE The schedule of services will be from July 1 1991 to June 30, 1992. The transportation activities will occur daily during the program's hours of operation which are from 8 am to 8 pm. Weekends will also be incorporated. The program provides 5 hours of day treatment services along with evening support services daily. -." - Jp])-, EXHIBIT C EPISCOPAL COMMUNITY SERVICES Options For Recovery BUDGET EXHIRIT D EXHiBIT 8 The funds to be provided will be expended in FY 1991-92 for the following purposes: Vehicle lease .Bus tokens Insurance (partial payment) /t/j)-IP $6,000 3,312 1.038 $10,350 THE CI1Y OF CHULA VISTA PARTY DISCLOSURE STATEMENI' {X.NIBll r~ Statement of disclosure of certain ownership interests, payments, or campaign contributions, on all matters ""hieb will require discretionary action on the part of the City Council, Planning Commission, and all other )fficial bodies. The following information must be disclosed: L. List the names of all persons having a financial interest . subcon etor, material supplier. . contractor, If any person identi .pursuant to (1) above is a corpora on or partnership, list the names of all individuals owning mo'Jhan 10% of the shares in the corporation or owning any partnership interest in the partnershl . . SEE ATTACHED LIST n-profit organization -or a trust, list the names fit organization or as trustee or beneficiary or NONE If any person identified pursuant to of any person serving as director of t trustor of the ~rust. - Have you had more than $250 worth of Boards, Commissions, Committees and No ~ If yes, please indicate person ): Yes Please identify each and every perso contractors who you have assigned HANK DAVENPOR~B. WILHEMINA HOOPER including any agents, represent you before ployees, consultants or independent. City in this matter. Have you and/or your officer or agents, in the aggregate, contribute more than $1,000 to a Councilmember in the curren or preceding election' period? Yes -.:-. No X If yes, state which Councilmember{s ): . \ , arpartnership, joint venture..lISSociatiOn, socUz/ dub, fraternal organ' . n, co.~ation, lY other. ~unty, city and country, city, municipality, district or other politi sub 'vision, as a umt. . . . . \ ~ is defined as: "Any indi..:A.--1 L Ite, trust, receiver, syndiCQte,~;; 1ny other group or combinatian actin :>TE: Attach additional pages as n ,....,.. II/P-/I ~.~~- Signature of contractor/applicant Glenn Allison, CAO Print or type name of contractor/applicant lte: August 1 If, 1991 '\"'<'1\ r"", !"''''f "'.r_. _....- __'-~ RESOLUTION NO. / ~ 3 t!J '1 RESOLUTION OF THE CITY COUNCI L OF THE CITY OF CHULA VISTA APPROVING AGREEMENT BETWEEN THE CITY OF CHULA VISTA AND EPISCOPAL COMMUNITY SERVICES (FOR OTAY COMMUNITY CLINIC) AND AUTHORIZING THE MAYOR TO EXECUTE SAID AGREEMENT WHEREAS, the City part i c i pates in the Commun i ty Development Block Grant (CDBG) Program, a principal goal of which is to fund projects and servi ces which will benefit low and moderate- income Chul a Vi sta househol ds; and, WHEREAS, the City will be entering into a separate funding agreement with HUD for the City's annual CDBG ent it 1 ement and also antic i pates program income from the Housing Rehabilitation Revolving Fund; and, WHEREAS, the City Council of the City of Chula Vista held a public heari ng and allocated CDBG ent it 1 ement and program income funds on May 21, 1991, a portion of which was allocated for the Grantee; and, WHEREAS, the City is desirous of having certain services for low and moderate-income households which staff has determined is el igible for CDBG funding, performed by the Grantee, and WHEREAS, HUD requires the execution of a written agreement setting out the terms and obligations for the expendi ture of CDBG funds by the Grantee; and, WHEREAS, Grantee warrants and represents that they are experienced and staffed in a manner such that they can prepare and deli ver the servi ces required of Grantee within the time frames herein provided all in accordance with the terms and condition of this Agreement; NOW, THEREFORE, THE CITY OF THE CITY OF CHULA VISTA DOES HEREBY FIND, DETERMINE ORDER, AND RESOLVE AS FOLLOWS: SECTION 1. The City Council does hereby approve the agreement and Standard Addendum #1 to said agreement with Episcopal Community Services dated August 13, 1991 (Document # ) a copy of which is attached hereto and incorporated herein, the same as though fully set forth herein. SECTION 2. The City Council does hereby di rect and authorize the Mayor of the City of Chula Vista to execute said contract for and on behalf of the City of Chula Vista. SECTION 3. This Resolution shall take and be in full force and effect immediately upon the passage and adoption hereof. /tJE-'j SECTION 4. The City Clerk shall certify to the passage and adoption of this Resolution; shall enter the same in the book of original Resolutions of said City; and shall make a minute of the passage and adoption hereof in the minutes of the meeting at which the same is passed and adopted. Presented by Approved as to form by Bruc::o~~rT City Attorney ~~ Chris Salomone Community Development Director WPC 4789H/4790H -2- IOE,.2. AGREEMENT SETTING OUT TERMS AND OBLIGATIONS OF EPISCOPAL COMMUNITY SERVICES IN REGARD TO THE EXPENDITURE OF CITY FUNDS APPROPRIATED THIS AGREEMENT is made thi s August 13, 1991, for the purposes of reference only, and effective as of the date last executed between the parties, between the City of Chula Vista ("City") herein, a municipal corporation of the State of Cal ifornia, and Episcopal Convnunity Services, a non-profit organization ("Grantee"), and is made with reference to the following facts: Bf~lIAJ..~ WHEREAS; the City participates in the Community Development Block Grant (CDBG) Program, a principal goal of which is to fund projects and services which will benefit low and moderate-income Chula Vista households;' and, WHEREAS, the City has entered into a separate funding agreement with HUD for the City's annual CDBG entitlement and also anticipates program income from the Housing Rehabilitation Revolving Fund; and, WHEREAS, the City Council of the City of Chula Vista held a publ ic hearing and allocated CDBG entitlement and program income funds on May 21, 1991, a portion of which was allocated for the Grantee; and, WHEREAS, the City is desirous of having those certain services for low and moderate-income households, hereinafter enumerated, performed by the Grantee, and WHEREAS, HUD requires the execution of a written agreement setting out the terms and obligations for the expenditure of CDBG funds by the Grantee; and, WHEREAS, Grantee warrants and represents that they are experi enced and staffed in a manner such that they can prepare and del her the services required of Grantee within the time frames herein provided all in accordance with the terms and condition of this Agreement; NOW, THEREFORE, in consideration of the mutual obl igations of the parties as herein expressed, the parties hereto agree as follows: 1. Term of Aareement. The term .of this agreement shall be for a period of one (1) year, from July 1, 1991 through June 30, 1992. 2. Statement of Work and Schedule. The Grantee shall perform those duties described in the .Statement of Work in Exhibit A, attached hereto and incorporated herein. These services shall be provided during the term of this agreement and according to the Performance Schedule in Exhibit A, attached hereto and incorporated herein. WPC 4768H -1- /&E-3 3. low and Moderate Inc~me ReQuirement. The services to be performed by Grantee shall. be provided primarily to persons of low and moderate income households. A minimum of 70% of the persons provided services shall be of low- and moderate-income, as determined by the most current HUD Income limits for the San Diego SMSA, a copy of which is attached hereto and incorporated herein (Exhibit D). Grantee shall use reasonable means to determine the income level of each person or family served. 4. Comoensation and Budget. The Grantee agrees to expend City-appropriated funds to meet bona fide obl igations incurred for personnel costs for the Perinatal Services Coordinator at the Otay Convnunity Clinic. The City shall compensate Grantee for said services up to a maximum amount not to exceed $9,000 (NINE THOUsAND DOLLARS). An itemized budget for said expenses is in Exhibit Bt attached hereto and incorporated herein. . 5. Reimbursement Payments. Payment of those City appropriated . funds shall be made to Grantee in monthly installments following receipt of the wCOBG Expense Reimbursement Claimw form (a blank copy of which is attached) from the Grantee. Expenses itemized on the wExpense Reimbursement C1 aim" form shall be 1 imited to actual expenses incurred during the period specified on said form, and shall not include any anticipated costs. Grantee shall attach documentation, such as receipts, bills, payrolls, etc. as shall provide reasonable proof of actual expenses incurred. 6. Reoorts. The Grantee shall provide the City with a quarterly report, submitted no later than 40 days after the last day of the previous quarter, which includes a brief narrative of the services provided and an itemized accounting of the expenditures of CDBG funds during the previous quarter. In addition, said report shall include the following statistical data for persons/households served during the previous quarter: (a) the total number of persons/households served; (b) the number of persons/households _receiving each type of service provided; (c) of the persons/households served, the number of residents and non-residents of Chula Vista; Cd) annual gross household income by standard categories, adjusted for family size (low, moderate, other); (e) race or ethnicity according to standard categories (Black, Hispanlc, ASian/Pacific Islander, Native American, White); (f) number of female-headed households served. 7. Assignment. lhe services of Epi scopal COlllllunity Services are personal to that organization. The Performance of this agreement may not, by subagreement, be assigned to any other entity without prior written 'consent of the City. WPC 4768H -2- /~E"l/ .-- - - 8. Financial Records and Audits. The Grantee shall maintain all fi nanci a 1 records for three years fo 11 owi ng the term of thi s agreement. The City, at its discretion may require the Grantee to provide or allow the City to undertake a complete financial and program audit of 1ts records. Those records .shall contain, at a minimum, the following information for each c1 ient served: income, residency, and ethnicity. The records shall also contain receipts or other proof of all expenditures made with City CDBG funds. 9. ReDresentatives. The Community Development Director, or his/her designated representative, shall represent the City in all matters pertaining to the services rendered pursuant to the agreement and shall administer this agreement on behalf of the City. The Director of Episcopal Community Services, or his/her designated representative, shall represent the Grantee in all matters pertaining to the services rendered pursuant to the agreement and shall administer this agreement on behalf of the Grantee. . 10. Uniform Administrative Reauirements. The Grantee shall comply with the applicable uniform administrative requirements as described in HUD regulation 24 CFR 570.502. This HUD regulation requires compliance with certain sections of 24 CFR Part 85 "Uniform Administrative Requirements for Grants and Cooperative Agreements to State and local Governments." . 11. Other Proaram Reau i rements. The Grantee shall carry out each activity specified under this agreement with all Federal laws and regulations described in 24 CFR 570, Subpart K, with the following exceptions: a) The Grantee does not assume envi ronmenta 1 respons i bi 1 it i es descri bed at 24 CFR 570.604; b) The Grantee does not assume responsibility for initiating the review process under the provisions of 24 CFR 570.612. 12. Accountina Procedure. The Grantee agrees to abide by the requirements of OMB Circular A-122 "Cost Principles for Non-Profit Organizations." The Grantee shall account for use of Block Grant funds separately from other funds so as to demonstrate that the funds are used for their designated purposes. 13. Proaram Income. Any program income derived from CDBG funds shall be reported to the City and shall only be used by Grantee for the services funded under this agreement. All provisions of this agreement shall apply to the use of program income for said activities. Said program income shall be substantially disbursed for said services before the City will make additional reimbursements to the Grantee. If said program income is on 'hand when this agreement expires, or is received after expiration of this agreement, then said program income shall be paid to the City. 14. Conditions for Rel iaious Oraanizations. If the Grantee is a religious entity, affiliated with a religious entity, or sponsor of religious activities, then Grantee shall abide by the HUD regulations 24 CFR 570.200 (j) which prohibits discrimination on the basis of religion and prohibits the use of funds for religious activities, and places other restrictions and limitations on the Grantee. WPC 4768.. -3- /tJ€,,5 15. Drua - free Worko 1 ace. The Grantee shall ma i nta in a drug - free - workplace at all times for the duration of this contract. 16. Lobbv;na of Federal Officials. The Grantee shall not use any funds provided under this agreement to pay any person for influencing or attempting to influence an officer or employee of any Federal 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 cooperative agreement, and the ~xtension, continuation, renewal, amendment, or modification of any Federal contract, grant, loan, or cooperative agreement. If Grantee utilizes any other funds for any of the aforement i oned purposes, then the Grantee shall complete and submi t Standard Form-lll, "Disclosure Form to Report lobbying,. in accordance with its instructions. 17. Insurance. Grantee represents that it, and its agents, and staff employed by it are protected by worker's compensation insurance and has coverage under public liability and property damage insurance policies which this Agreement requires to be demonstrated in the form of a certificate of insurance. Grantee will provide, prior to the commencement of the services required under this agreement the following certificates of insurance to the City : a) Statutory Worker's Compensation coverage pl us $1,000,000 Employers liability coverage; b) General and Automobile liability coverage to $1,000,000 combined single limit which names the City as an additional insured, and which is primary to any policy which the City may otherwise carry ("primary coverage"), and which treats the employees of the City in the same manner as members of the general public ("cross-liability coverage"). 18. Hold Harmless. Grantee shall defend, indemnify and hold harmless the City, its elected and appointed officers and employees, from and against all claims for damages, liability, cost and expense (including without limitation attorney's fees) arising out of the conduct of the Grantee, or any agency or employee, or others in connection with the execution of the work covered by this Agreement, except only for those claims arising from the sole negligence or sole willful conduct of the City, its officers, or employees. Grantees indemnification shall include any and all costs, expenses, attorney's fees and liability incurred by the City, its officers and agents, or employees in defending against such claims, whether the same proceed to judgement or not. Further, Grantee at its own expense shall, upon written request by the City, defend any such suit 'or action brought against the City, its officer, agents, or employees. Grantee's indemnification of City shall not be limited by any prior or" subsequent declaration by the Grantee. 19. Susoension and Termination. . -In accordance with HUD regul ation 24 CFR 85.43, Grantee may be suspended or terminated by the City after 30 days wri t ten not i ce to the Grantee due to default by the Grantee or the Grantee's inability to perform, regardless of whether such inability is due to circumstances within or beyond the Grantee's control. The award may be terminated for convenience in accordance with 24 CFR 85.44. Settlement of any disputes shall be based on the laws of the State of California. WPC 4768H -4- /~;;.,(, - - 20. Breach of Contract. The parties reserve the right to pursue .any remedy provided under California law for remedy in instances where contractors violate or breach contract terms. 21. Reversion of Assets. Upon expiration of this agreement, Grantee shall transfer to the City any COBG funds on hand at the time of expiration and any accounts receivable attributable to the use of COBG funds, including any program income derived from COBG funds. IN WITNESS WHEREOF, City and Grantee have executed this Agreement this _ day of , 1991. CITY OF CHULA VISTA BY: Ti m Nader Mayor, City of Chula Vista ATTEST: CUy Clerk APPROVED AS TO FORM BY: Bruce M. Boogaard City Attorney EPISCOPAL COMMUNITY SERVICES By:A_, ~ Exhibit List Exhibit A. Exhibit B. Exhibit C. Exhibit D. Exhibit E. Statement of Work and Schedule Budget City of Chula Vista Party Disclosure Statement HUD Income Limits (Revised April 17, 1991) COBG Expense Reimbursement Clean Form WPC 4768H -5- 10 E - 7 a E~~3~=~e~~~h~E~~E~~~~YEXHIBIT A (619) 425-1780 - EXHIBIT A Otay Community Clinic Statement of Work and Schedule The Otay Community Clinic will continue the Perinatal Services Program already established and will continue the position of the Perinatal Services Coordinator. The clinic will expand the hours that actual medical services are provided to pregnant and post-partum women from the current 4 hours per week to 8 hours per week effective 8-1-91. The goal is to increase the number of low-income pregnant women served from an average of 30 per month during FY 1990-91 to 50 per month in FY 1991-92. The increasing number of low-income pregnant women served will be monitored and reflected in the quarterly reports the clinic submits. ~"h , -- ~ - DOWNTOWN 952 12th Avenue San Diego, CA 92101 (619) 232-9331 ENCINITAS 610 Second Street Encinitas, CA 92024 (619) 632-9393 FALLBROOK 120 ~ Hawthorne Street Fallbrook, CA 92028 (619) 728-3816 OCEANSIDE 101 Copperwood Way, Suite G Oceanside, CA 92054 (619) 433-20'72 f Programs of Episco~ Co~unity Seroices IPC .., ~ l ~ EXHIBIT B OTAY COMMUNITY CLINIC 1991-92 BUDGET REVENUE MEDI-CAL MEDICARE STATE OFP STATE=HIV EAPC COUNTY OF SAN DIEGO CHDP CHDP-TR SERVICE FEES OFP CO-PAY PRIVATE INSURANCE GREE NALTREXONE FEDERAL HOMELESS DONATIONS CITY OF CHULA VISTA-CDBG 67,000 500 31,800 12,000 6,100 81,000 120,000 9,000 60,000 1,500 400 5,300 12,000 15,000 8,000 9,000 TOTAL 4.H~/j:;nn EXPENSES SALARIES BENEFITS PROFESSIONAL FEES FISCAL MANAGEMENT OFFICE SUPPLIES HOUSEHOLD SUPPLIES TELEPHONE POSTAGE RENT UTILITIES BLDG. MAINT./JANITOR/SECURITY PRINTING TRAVEL/MILEAGE STAFF DEV. PUBLICATIONS/SUB DUES/LICENSE FEES EQUIPMENT/EQUIP. MAINT. INSURANCE PHARMACY LABORATORY MEDICAL SUPPLIES MISCELANEOUS ?1*',?nn 41,4nn ~7,c:;.nn 41,Ann 3,000 1,500 5,300 900 29,800 2,800 5,400 100 1,300 800 300 1,100 3,900 8,000 11 ,500 22,000 3,900 100 TOTAL 438,600 Ill&" , EXur.i)!1' 8 . rd~~ '1 THE CITY OF CHULA VISTA PARTY DISCLOSURE STATEMENT f)(l!lR~T ~ Statement of disclosure of certain ownership interests, payments, or campaign contribu . ons, on all matters ",hicb will require discretionaIy action on the part of the Oty Council, Planning Co . sion, and all other )fficiaI bodies. The following information must be disclosed: t. es of all persons having a financial interest in material supplier. . . Services Le., contractor, If any person identified rsuant to (1) above is a corporatio r partnership, list the names of all individuals owning more an 10% of the shares in the co oration or owning any partn~rs.hip interest in the partnership. If any person identified pursuant to (1) of any person serving as director of the trustor of the ~rust. Glenn S Allison See Attached List ove is non- ofit organization or a trust, list the names rganization or as trustee or beneficiary or ........ Have you had more than $250 worth of bus. Boards, Commissions, Committees and Coun No -!. U yes, please indicate person(s): " Please identify each and every person, inclu contractors who you have assigned to rep M Jean Seraf . Wendy MIller g any agents, em oyees, consultants or independent ent you before the 'ty in this matter. Have you and/or your officers or a nts, in .the aggregate, contribute more than $1,000 to a Councilmember in the current or pr ding election- period? Yes ~ No X Councilmember(s): IPE- If) ~~~ Signature of contractor/applicant Glenn S Allison Print or type name of contractor/applicant - ~ is defined as: "Any individual, finn, co-p ue, trust, reui~ syndicate, this and any 0 "1~y odJer group or C{}mbination acting as hip, joint ~ association, social club, fratenuJl 0T8 . county, city and country, city, municipality, district or other "t: :>TE: Attach additional pages as necessary) lte: 8/5/91 '\ft'U:,\ ,"'ro., !"I'....' \ .,'~,..., _,..... ..........._ RESOLUTION NO. J~ 3JtJ RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA APPROVING AGREEMENT BETWEEN THE CITY OF CHULA VISTA AND BOYS AND GIRLS CLUB OF CHULA VISTA AND AUTHORIZING THE MAYOR TO EXECUTE SAID AGREEMENT WHEREAS, the City part i c i pates in the Commun i ty Development Block Grant (CDBG) Program, a principal goal of which is to fund projects and services which will benefit low and moderate-income Chula Vista households; and, WHEREAS, the City will be entering into a separate funding agreement with HUD for the City's annual CDBG ent it 1 ement and also anticipates program income from the Housing Rehabilitation Revolving Fund; and, WHEREAS, the City Council of the City of Chula Vista held a public heari ng and allocated CDBG ent it 1 ement and program income funds on May 21, 1991, a portion of which was allocated for the Grantee; and, WHEREAS, the City is desirous of having certain services for low and moderate-income households which staff has determined is eligible for CDBG funding, performed by the Grantee, and WHEREAS, HUD requires the execution of a written agreement setting out the terms and obligations for the expenditure of CDBG funds by the Grantee; and, WHEREAS, Grantee warrants and represents that they are experi enced and staffed in a manner such that they can prepare and del iver the services required of Grantee within the time frames herein provided all in accordance with the terms and condition of this Agreement; NOW, THEREFORE, THE CITY OF THE CITY OF CHULA VISTA DOES HEREBY FIND, DETERMINE ORDER, AND RESOLVE AS FOLLOWS: SECTION 1. The City Council does hereby approve the agreement and Standard Addendum #1 to said agreement with Boys and Girls Club of Chula Vista dated August 13, 1991 (Document # ) a copy of which is attached hereto and incorporated herein, the same as though fully set forth herein. SECTION 2. The City Council does hereby direct and authorize the Mayor of the City of Chula Vista to execute said contract for and on behalf of the City of Chula Vista. SECTION 3. This Resolution shall take and be in full force and effect immediately upon the passage and adoption hereof. lof ,/ SECTION 4. The City Clerk shall certify to the passage and adoption of this Resolution; shall enter the same in the book of original Resolutions of said City; and shall make a minute of the passage and adoption hereof in the minutes of the meeting at which the same is passed and adopted. Presented by Approved as to form by Br"c1:o~'rdr City Attorney ~~ Chris Salomone Community Development Director WPC 4789H/4790H /{}f,;J. -2- AGREEMENT SETTING OUT TERMS AND OBLIGATIONS OF BOYS AND GIRLS CLUB OF CHULA VISTA IN REGARD TO THE EXPENDITURE OF CITY FUNDS APPROPRIATED THIS AGREEMENT is made this August 13, 1991, for the purposes of reference only, and effective as of the date last executed between the parties, between the City of Chu1a Vista ("City") herein, a municipal corporation of the State of California, and Boys and Girls Club of Chu1a Vista, a non-profit organization ("Grantee"), and is made with reference to the following facts: B.E'lIA.L~ WHEREAS, the City participates in the Comunity Development Block Grant (CDBG) Program, a principal goal of which is to fund projects and services which will benefit low and moderate-income Chu1a Vista households;. and, WHEREAS, the City has entered into a separate funding agreement with HUD for the City's annual CDBG entitlement and also anticipates program income from the Housing Rehabilitation Revolving Fund; and, WHEREAS, the City Council of the City of Chu1a Vista held a public hearing and allocated CDBG entitlement and program income funds on May 21, 1991, a portion of which was allocated for the Grantee; and, WHEREAS, the City is desirous of having those certain services for low and moderate-income households, hereinafter enumerated, performed by the Grantee, and WHEREAS, HUD requires the execution of a written agreement setting out the terms and obligations for the expenditure of CDBG funds by the Grantee; and, WHEREAS, Grantee warrants and represents that they are experi enced and staffed in a manner such that they can prepare and deliver the services required of Grantee within the time frames herein provided all in accordance with the terms and condition of this Agreement; NOW, THEREFORE, in consideration of the mutual obl igations of the parties as herein expressed, the parties hereto agree as follows: 1. Term of Aareement. The term .of this agreement shall be for a period of one (1) year, from July 1, 1991 through June 30, 1992. 2. Statement of Work and Schedule. The Grantee shall perform those duties. described in the Statement of Work in Exhibit A; attached hereto and incorporated herein. These services shall be provided during the term of this agreement and according to the Performance Schedule in Exhibit A, attached hereto and incorporated herein. WPC 4778H IP~.31- 3. low and Moderate Income ReQuirement. The services to be performed by Grantee shall be provided primarily to persons of low and moderate income households. A minimum of 70% of the persons provided services shall be of low- and moderate-income, as determined by the most current HUD Income limits for the San Diego SMSA, a copy of which is attached hereto and incorporated herein (Exhibit D). Grantee shall use reasonable means to determine the income level of each person or family served. 4. Comoensation and Budaet. The Grantee agrees to expend City-appropriated funds to meet bona fide obligations incurred for personnel costs for program staff for the Teen Outreach Program. The City shall compensate Grantee for said services up to a maximum amount not to exceed $9,500 (NINE THOUSAND, FIVE HUNDRED DOLLARS). An itemized budget for said expenses is in Exhibit B, attached hereto and incorporated herein. 5. Reimbursement PaYments. Payment of those City appropriated funds shall be made to Grantee in monthly installments following receipt of. the .CDBG Expense Reimbursement Claim" form (a blank copy of which is attached) from the Grantee. Expenses itemized on the "Expense Reimbursement Claim" form shall be limited to actual expenses incurred during the period specified on said form, and shall not include any anticipated costs. Grantee shall attach documentation, such as receipts, bills, payrolls, etc. as shall provide reasonable proof of actual expenses incurred. 6. ReDorts. The Grantee shall provide the City with a quarterly report, submitted no later than 40 days after the last day of the previous quarter, which incl udes a brief narrative of the services provided and an itemized accounting of the expenditures of CDBG funds during the previous - quarter. In addition, said report shall include the following statistical data for persons/households served during the previous quarter: (a) the total number of persons/households served; (b) the number of persons/householdsxeceiving each type of service provided; (c) of the persons/households served, the number of residents and non-residents of Chula Vista; (d) annual gross household income by standard categories, adjusted for family size (low, moderate, other); (e) race or ethnicity according to standard categories (Black, Hispanic, Asian/Pacific Islander, Native American, White); (f) number of female-headed households served. 7. Assignment. The services of Boys and Girls Club of Chula Vista are personal to that organization. The Performance of this agreement may not, by subagreement, be assigned to any other entity without prior written consent of the City. WPC 4178H -2- I()r-'-I - - 8. Financial Records and Audits. The Grantee shall maintain all financial records for three years following the term of this agreement. The City, at its discretion may require the Grantee to provide or allow the City to undertake a complete financial and program audit of its records. Those records shall contain, at a minimum, the following information for each client served: income, residency, and ethnicity. The records shall also contain receipts or other proof of all expenditures made with City CDBG funds. 9. ReDresentatives. The Community Development Director, or his/her designated representative, shall represent the City in all matters pertaining to the services rendered pursuant to the agreement and shall administer this agreement on-behalf of the City. The Director of Soys and Girls Club of Chula Vista, or his/her designated representative, shall represent the Grantee in all matters pertaining to the services rendered pursuant to the agreement and shall administer this agreement on behalf of the Grantee. 10. Uniform Administrative Reauirements. The Grantee shall comply with the applicable uniform administrative requirements as described in HUD regulation 24 CFR 570.502. This HUD regulation requires compliance with certain sections of 24 CFR Part 85 "Uniform Administrative Requirements for Grants and Cooperative Agreements to State and local Governments." 11. Other Proaram Reauirements. The Grantee shall carry out each activity specified under this agreement with all Federal laws and regulations described in 24 CFR 570, Subpart K, with the fOllowing exceptions: a) The Grantee does not assume envi ronmenta 1 respons i bili ties descri bed at 24 CFR 570.604; b) The Grantee does not assume responsibil ity for initiating the review process under the provisions of 24 CFR 570.612. 12. Accountina Procedure. The Grantee agrees to abide by the requirements of OMB Circular A-I22 "Cost Principles for Non-Profit Organizations.w The Grantee shall account for use of Slock Grant funds separately from other funds so as to demonstrate that the funds are used for their designated purposes. 13. Proaram Income. Any program income derived from CDBG funds shall be reported to the City and shall only be used by Grantee for the services funded under this agreement. All provisions of this agreement shall apply to the use of program income for said activities. Said program income shall be substantially disbursed for said services before the City will make additional reimbursements to the Grantee. If said program income is on hand when this agreement expires, or is received after expiration of this agreement, then said program income shall be paid to the City. 14. Conditions for Re1 iaious Organizations. If the Grantee is a rel igious entity, affil iated with a religious "entity, or sponsor of religious activities, then Grantee shall abide by the HUD regulations 24 CFR 570.200 (j) which prohibits discrimination on the basis of religion and prohibits the use of funds for religious activities, and places other restrictions and limitations on the Grantee. WPC 4778M -3- 11)~-5 15. Orua-free WorkDl ace. The Grantee shall maintain a drug-free .- workplace at all times for the duration of this contract. 16. Lobbving of Federal Officials. The Grantee shall not use any funds provided under this agreement to pay any person for influencing or attempting to influence an officer or employee of any Federal 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 cooperative agreement, and the extension, continuation, renewal, amendment, or modification of any Federal contract, grant, loan, or cooperative agreement. If Grantee util izes any other funds for any of the aforement i oned purposes, then the Grantee shall comp 1 ete and submi t Standard Form-LLl, "Oisclosure Form to Report Lobbying," in accordance with its instructions. 17. Insurance. Grantee represents that it, and its agents, and staff employed by it are protected by worker's compensation insurance and has. coverage under public liabil ity and property damage insurance policies which this Agreement requires to be demonstrated in the form of a certificate of insurance. Grantee will provide, prior to the commencement of the services requi red under thi s agreement the fo 11 owi ng cert i fi cates of insurance to the City : a) Statutory Worker's Compensation coverage plus $1,000,000 Employer's liability coverage; b) General and Automobile liability coverage to $1,000,000 combined single limit which names the City as an additional insured, and which is primary to any policy which the City may otherwise carry ("primary coverage"), and which treats the employees of the City in the same manner as members of the general public ("cross-liability coverage"). - 18. Hold Harmless. Grantee shall defend, indemnify and hold harmless the City, its elected and appointed officers and employees, from and against all claims for damages, liability, cost and expense (including without limitation attorney's fees) arising out of the conduct of the Grantee, or any agency or employee, or others in connection with the execution of the work covered by this Agreement, except only for those claims arising from the sole negligence or sole willful conduct of the City, its officers, or employees. Grantees indemnification shall include any and all costs, expenses, attorney's fees and liability incurred by the City, its officers and agents, or employees in defending against such claims, whether the same proceed to judgement or not. Further, Grantee at its own expense shall, upon written request by the City, defend any such suU or action brought against the City, its officer, agents, or employees. Grantee's indemnification of City shall not be limited by any prior or subsequent declaration by the Grantee. 19. SusDension and Termination. - -In accordance with HUD regulation 24 CFR 85.43, Grantee may be suspended or terminated by the City after 30 days written notice to the Grantee due to default by the Grantee or the Grantee's inability to perform, regardless of whether such inability is due to circumstances within or beyond the Grantee's control. The award may be terminated for convenience in accordance with 24 CFR 85.44. Settlement of any disputes shall be based on the laws of the State of California. . - "PC 4778K -4- Illr"/' 20. Breach of Contract. The parties reserve the right to pursue any remedy provided under California law for remedy in instances where contractors violate or breach contract terms. 21. Reversion of Assets. Upon expiration of this agreement, Grantee shall transfer to the City any COBG funds on hand at the time of expiration and any accounts receivable attributable to the use of COBG funds, including any program income derived from COBG funds. IN WITNESS WHEREOF, City and Grantee have executed this Agreement this ____ day of , 1991. CITY OF CHULA VISTA BY: Tim Nader Mayor, City of Chula Vista ATTEST: City Clerk APPROVED AS TO FORM BY: Bruce M. Boogaard City Attorney BOYS AND GIRLS CLUB OF CHULA VISTA BY: ~.~~ Exhi bi t li st Exhibit A. Statement of Work and Schedule Exhibit B. Budget ' Exhibit C. City of Chula Vista Party Disclosure Statement Exhibit O. HUD Income Limits (Revised April 17, 1991) Exhibit E. COBG Expense Reimbursement Clean Form WPC 4778H -5- I()f' -7 EXHIBIT A STATEMENT OF WORK AND SCHEDULE The Boys & Girls Club of Chula vista helps build the self-esteem and self-confidence of young people and helps prepare them for a responsible and self-sufficient adulthood. This occurs through activities including homework help/tutoring, substance abuse prevention, specialized health education programs, fine arts, social recreation, and individual and team sports. This is aug- mented by several special interest group clubs and youth devel- opment programs. This grant will help fund our new Teen Outreach program. Teen Outreach is a program designed to build the self-confidence and self-esteem of teens at risk. The program provides teens with a place to go of their own which is safe, supervised, and conducts positive activities. The Boys & Girls Club has re-designed their facility to provide a teen room. As well as having access to other club activities, this room is designed specifically for teens. Activities will include homework help/tutoring, leadership development, teen employment training, community service, social recreation, as well as pertinent teen issues including substance abuse preven- tion, staying in school, relationships, wtc. CDBG funds will be used to hire two part time program specialists to conduct these program activities. The Teen Room will initially be open Monday - Friday, twenty-five hours per week. Teen Outreach will serve 200 unduplicated youth ages 13-18, 50% of which will be from low-income families. starting July 1, 1991, equipment will be ordered for the Teen Room. By August 30th, the room will be set-up and the staff will be hired. The Teen Room will open on september 1st. From Sep- tember 1st - June 30th, at least 200 unduplicated teens will be served. Services will be delivered five days a week, Monday - Friday. IIJ~-~ EXPENSES SalariesjBenefits Space Costs Materials & Supplies Total INCOME COBG United Way ContributionsjFundraising TOTAL BUDGET ~ $9,500 $9,500 IO~-' ~ $ 9,500 8,560 2,425 $20,485 EXHIBIT B - OTHER FUNDS $5,729 4,236 1,020 $10,985 - - . I ; THE CITY OF CHULA VISTA PAR1Y DISCLOSURE STATEMtNT ! {)(,HIRIT (~ Statement of disclosure of certain ownership interests, payments, or campaign contbutions, on all matters which will require discretionary action on the part of the City Council, Planning stommission, and all other official bodies. The following information must be disclosed: l . 1. having a financial interest in thl contract, i:e., contractor, j l I i I' uant to (1) above is a corporation partnership, list the names of all , ration or owning any partnership 3. If any person identified pursuant to (1) ab is non-p of any person serving as director of the non- trustor of the ~rust. \ -l~ O~etJ h~+:J If any person identified p individuals owning more ill interest in the partnership. None '2. 4. Have you had more than $250 worth of busin s transacted any member of the City staff, Boards, Commissions, Committees and Coun within the past tw e months? Yes No XX If yes, please indicate person(s): 5. Please identify each and every person, inclu mg any agents, employees, co contractors who you have assigned to repr. sent you before the City in this w S tants or independent ter. 6. Have you and/or your officers or a nts, in the aggregate, contributed more than $1, Councilmember in tbe current or pr eding election period? Yes _ No xx... If yes, state Councilmember(s ): Person is defined as: ':Any individual, /inn, co-p hip, joint venture, association, social dub, fratemal organization, corporation, estate, bUSt, receiver, syndicate, this and any other ounty, city and country, city, municipality, district or other political subdivision, or any odJer group or combination acting as a un : (NOTE: Attach additional pages as necessary. Date: August 6, 1991 [C:\ WP51\COUNOL\DJSCLOSE. TXT) -z.v~ -->L;ij '^~~ l - Signature of contractor/applicant W. 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M ~ U s:: l-i ~ r.:l .g ./ Eo< 41 ~ RESOLUTION NO. 11,:1 / / RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHUlA VISTA APPROVING AGREEMENT BETWEEN THE CITY OF CHUlA VISTA AND COMMUNITY SERVICE CENTER FOR THE DISABLED AND AUTHORIZING THE MAYOR TO EXECUTE SAID AGREEMENT WHEREAS, the City participates in the Community Development Block Grant (CDBG) Program, a principal goal of which is to fund projects and services which will benefit low and moderate-income Chula Vista households; and, WHEREAS, the City will be entering into a separate funding agreement wi th HUD for the City's annual CDBG ent it 1 ement and also ant i c i pates program income from the Housing Rehabilitation Revolving Fund; and, WHEREAS, the City Council of the City of Chul a Vi sta hel d a publ i c heari ng and allocated CDBG ent it 1 ement and program income funds on May 21, 1991, a portion of which was allocated for the Grantee; and, WHEREAS, the City is desirous of having certain services for low and moderate-income households which staff has determined is el igible for CDBG funding, performed by the Grantee, and WHEREAS, HUD requires the execution of a written agreement setting out the terms and obligations for the expenditure of CDBG funds by the Grantee; and, WHEREAS, Grantee warrants and represents that they are experi enced and staffed in a manner such that they can prepare and del iver the services required of Grantee within the time frames herein provided all in accordance with the terms and condition of this Agreement; NOW, THEREFORE, THE CITY OF THE CITY OF CHUlA VISTA DOES HEREBY FIND, DETERMINE ORDER, AND RESOLVE AS FOllOWS: SECTION 1. The City Council does hereby approve the agreement and Standard Addendum #1 to said agreement with Community Service Center for the Disabled dated August 13, 1991 (Document # ) a copy of which is attached hereto and incorporated herein, the same as though fully set forth herein. SECTION 2. The City Council does hereby direct and authorize the Mayor of the City of Chula Vista to execute said contract for and on behalf of the City of Chula Vista. SECTION 3. This Resolution shall take and be in full force and effect immediately upon the passage and adoption hereof. IPG -/ SECTION 4. The City Clerk shall certify to the passage and adoption of this Resolution; shall enter the same in the book of original Resolutions of said City; and shall make a minute of the passage and adoption hereof in the minutes of the meeting at which the same is passed and adopted. Presented by Approved as to for. ILth. e~~ Chris Salomone Community Development Director Bruce M. Boogaard City Attorney WPC 4789H/4790H -2- I~G .,.,2 AGREEMENT SETTING OUT TERMS AND OBLIGATIONS OF COMMUNITY SERVICE CENTER FOR THE DISABLED IN REGARD TO THE EXPENDITURE OF CITY FUNDS APPROPRIATED THIS AGREEMENT is made this August 13, 1991, for the purposes of reference only, and effective as of the date last executed between the parties, between the City of' Chula Vista ("City") herein, a municipal corporation of the State of California, and Comunity Service Center for the Disabled, a non-profit organization ("Grantee"), and is made with reference to the following facts: Bft.lIA1.~ WHEREAS, the City participates in the Comunity Development Block Grant (CDBG) Program, a principal goal of which is to fund projects and services which will benefit low and moderate-income Chula Vista households; and, WHEREAS, the City has entered into a separate funding agreement with HUD for the City's annual CDBG entitlement and also anticipates program income from the Housing Rehabilitation Revolving Fund; and, WHEREAS, the City Council of the City of Chula Vista held a public hearing and allocated CDBG entitlement and program income funds on May 21, 1991, a portion of which was allocated for the Grantee; and, WHEREAS, the City is desirous of having those certain services for low and moderate-i ncome households, herei nafter enumerated, performed by the Grantee, and WHEREAS, HUD requires the execution of a written agreement setting out the terms and obligations for the expenditure of CDBG funds by the Grantee; and, WHEREAS, Grantee warrants and represents that they are experi enced and staffed in a manner such that they can prepare and deli ver the servi ces required of Grantee within the time frames herein provided all in accordance with the terms and condition of this Agreement; NOW, THEREFORE, in consideration of the mutual obl igations of the parties as herein expressed, the parties hereto agree as follows: 1. Term of Aareement. The term of th is agreement shall be for a period of one (1) year, from July 1, 1991 through June 30, 1992. 2. Statement of Work and Schedule. The Grantee shall perform those duties described in the Statement of Work in Exhibit A, attached hereto and incorporated herein. These services shall be provided during the term of this agreement and according to the Performance Schedule in Exhibit 'A, attached hereto and incorporated herein. we 4780H -1- IP& -;3 3. Low and Moderate Income Reauirement. The services to be performed by Grantee shall be provided primarily to persons of low and moderate income househo1ds.-A minimum of 70% of the persons provided services sha 11 be of 10w- and moderate- income, as determi ned by the most current HUD Income Limits for the San Diego SMSA, a copy of which is attached hereto and incorporated herein (Exhibit D). Grantee shall use reasonable means to determine the income level of each person or family served. 4. ComDensation and Budaet. The Grantee agrees to expend City-appropriated funds to meet bona fide obligations incurred for general operating expenses for services to Chu1a Vista clients. The City shall compensate Grantee for said services up to a maximum amount not to exceed $9,000 (NINE THOUSAND DOLLARS). An itemized budget for said expenses is in Exhibit B, attached hereto and incorporated herein. 5. Reimbursement Payments. Payment of those City appropriated funds shall be made to Grantee in monthly installments following receipt of the "CDBG Expense Reimbursement C1aim"form (a blank copy of which is attached) from the Grantee. Expenses itemized on the "Expense Reimbursement C1 aim" form shall be limited to actual expenses incurred during the period specified on said form, and shall not include any anticipated costs. Grantee shall attach documentation, such as receipts, bills, payrolls, etc. as shall provide reasonable proof of actual expenses incurred. 6. Reports. The Grantee shall provide the City with a quarterly report, submitted no later than 40 days after the last day of the previous quarter, which includes a brief narrative of the services provided and an itemized accounting of the expenditures of CDBG funds during the previous - quarter. In addition, said report shall include the following statistical data for persons/households served during the previous quarter: ..-., (a) the total number of persons/households served; (b) the number of persons/households receiving each type of service provided; (c) of the persons/households served, the number of residents and non-residents of Chu1a Vista; (d) annual gross household income by standard categories, adjusted for family size (low, moderate, other); (e) race or ethnicity according to standard categories (B1 ack, Hispanic, Asian/Pacific Islander, Native American, White); (f) number of female-headed households served. 7. Assianment. The services of Community Service Center for the Disabled are personal to that organization. The Performance of this agreement may not, by subagreement, be assigned to any other entity without pri-or written consent of the City. - "PC 4780M -2- l~tT "'1 8. Financial Records and Audits. The Grantee shall maintain all financial records for three years following the term of this agreement. The City, at its discretion may require the Grantee to provide or allow the City to undertake a complete financial and program audit of its records. Those records shall contain, at a minimum, the following information for each client served: income, residency, and ethnicity. The records shall also contain receipts or other proof of all expenditures made with City CDBG funds. 9. ReDresentatives. The Community Development Director, or his/her designated representative, shall represent the City in all matters pertaining to the services rendered pursuant to the agreement and shall administer this agreement on behalf of the City. The Director of Community Service Center for the Disabled, or his/her designated representative, shall represent the Grantee in all matters pertaining to the services rendered pursuant to the agreement and shall administer this agreement on behalf of the Grantee. 10. Uniform Administrative Reauirements. The Grantee shall comply with the applicable uniform administrative requirements as described in HUO regulation 24 CFR 570.502. This HUO regulation requires compliance with certain sections of 24 CFR Part 85 .Uniform Administrative Requirements for Grants and Cooperative Agreements to State and local Governments.. I!. Other Proaram Reauirements. The Grantee shall carry out each activity specified under this agreement with all Federal laws and regulations described in 24 CFR 570, Subpart K, with the following exceptions: a) The Grantee does not assume envi ronmenta 1 res pons i bi 1 it i es descri bed at 24 CFR 570.604; b) The Grantee does not assume responsibil ity for initiating the review process under the provisions of 24 CFR 570.612. 12. Accounting Procedure. The Grantee agrees to abide by the requirements of OMB Circular A-122 .Cost Principles for Non-Profit Organizations.. The Grantee shall account for use of Block Grant funds separately from other funds so as to demonstrate that the funds are used for their designated purposes. 13. Proaram Income. Any program income derived from COBG funds shall be reported to the City and shall only be used by Grantee for the services funded under this agreement. All provisions of this agreement shall apply to the use of program income for said activities. Said program income shall be substantially disbursed for said services before the City will make additional reimbursements to the Grantee. If said program income is on hand when this agreement expires, or is received after expiration of this agreement, then said program income shall be paid to the City. 14. Conditions for Religious Oraanizations. If the Grantee is a religious entity, affiliated with a religious entity, or sponsor of religious activities, then Grantee shall abide by the HUO regulations 24 CFR 570.200 (j) which prohibits discrimination on the basis of religion and prohibits the use of funds for religious activities, and places other restrictions and limitations on the Grantee. UPC 4780M -3- II) G .,.5' 15. Drua-free WorkDl ace. The Grantee shall maintain a drug-free workplace at all times for the duration of this contract. ~ 16. Lobbvina of Federal Officials. The Grantee shall not use any funds provided under this agreement to pay any person for influencing or attempting to influence an officer or employee of any Federal 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 cooperative agreement, and the extension, continuation, renewal, amendment, or modification of any Federal contract, grant, loan, or cooperative agreement. If Grantee util izes any other funds for any of the aforementioned purposes, then the Grantee shall complete and submit Standard Form-LLL, .Disclosure Form to Report Lobbying,. in accordance with its instructions. 17. Insurance. Grantee represents that it, and its agents, and staff employed by it are protected by worker's compensation insurance and has coverage under public Habil ity and property damage insurance policies which this Agreement requires to be demonstrated in the form of a certificate of insurance. Grantee will provide, prior to the comencement of the services required under this agreement the following certificates of insurance to the City : a) Statutory Worker's Compensation coverage plus $1,000,000 Employers liability coverage; b) General and Automobile Liability coverage to $1,000,000 combined single limit which names the City as an additional insured, and which is primary to any policy which the City may otherwise carry ("primary coverage"), and which treats the employees of the City in the same manner as members of the general public ("cross-liability coverage"). 18. Hold Harmless. Grantee shall defend, indemnify and hold harmless the City, its elected and appointed officers and employees, from and against all claims for damages, liability, cost and expense (including without limitation attorney's fees) arising out of the conduct of the Grantee, or any agency or employee, or others in connection with the execution of the work covered by this Agreement, except only for those claims arising from the sole negligence or sole willful conduct of the City, its officers, or employees. Grantees indemnification shall include any and all costs, expenses, attorney's fees and liability incurred by the City, its officers and agents, or employees in defending against such claims, whether the same proceed to judgement or not. Further, Grantee at its own expense shall, upon written request by the City, defend any such suit or action brought against the City, its officer, agents, or employees. Grantee's indemnification of City shall not be limited by any prior or subsequent declaration by the Grantee. - 19. SusDension and Termination. In accordance with HUD regulation 24 CFR 85.43, Grantee may be suspended or terminated by the City after 30 days written notice to the Grantee due to default by the Grantee or the Grantee's inability to perform, regardless of whether such inability is due to circumstances within or beyond the Grantee's control. The award may be terminated for convenience in accordance with 24 CFR 85.44. Settlement of any disputes shall be based on the laws of the State of California. . .- we 4180M -4- /PG--~ 20. Breach of Contract. The parties reserve the right to pursue any remedy provided under California law for remedy in instances where contractors violate or breach contract terms. 21. Reversion of Assets. Upon expiration of this agreement. Grantee shall transfer to the City any CeBG funds on hand at the time of expiration and any accounts receivable attributable to the use of CDBG funds. including any program income derived from CDBG funds. IN WITNESS WHEREOF. City and Grantee have executed this Agreement this ..!L day of Auqust . 1991. CITY OF CHULA VISTA BY: Tim Nader Mayor. City of Chula Vista ATTEST: City Clerk APPROVED AS TO FORM BY: Bruce M. Boogaard City Attorney COMMUNITY SERVICE CENTER FOR THE DISABLED BY: ~.~ 13r;..;tC&;t;., (Ph. ~. Exhibit List Exhibit A. Exhibit B. Exhibit C. Exhibit e. Exhibit E. Statement of Work and Schedule Budget City of Chula Vista Party Disclosure Statement Hue Income Limits (Revised April 17. 1991) CeBG Expense Reimbursement Clean Form UPC 4780H -5- /IJG.. '1 - EXHIBiT A osoe (619) 293-35- 1295 University Ave. San Diego, CA 92103 · TOO 293-77t" FAX 293-3508 The Community Service Center for the Disabled EXHIBIT A -STATEMENI' OF WORK- CanmmityService Center for the Disabled (COCO) will increase the provision of Independent Living Services to nenbers of the Chula Vista Disabled Camunity by twenty percent (20%) during the tenn of this Block Grant (July 1, 1991 thru June 30, 1992). This should increase the total Chula Vista residents served to over 130 people. At least ninety percent (90%) of our clients are classified as low incane. C9:D Errp10yment Services will continue to be provided in the California Department of Rehabilitation office in Chula Vista. The hours of service will be fran 9am to 5pn instead of the previous 9em to lpn. The Job Club Coordinator who provides this service will be housed in that office ~y thru Thursday each week. Service providers specializing in Accessible Housing Referral, Personal Assistance Service, Benefits Counseling and Ccmm.mity Living Training will make weekly visitations to Chula Vista to provide rrore convenient service to Chula Vista residents. All service providers can be contacted by telephone during the week at our Hillcrest Office. -" Supported. VI part. by " - ......WlIy/CHAC ~ /PG:' g" Dedicated to Independent Living - CSCD The Community Service Center for the Disabled Incare: Expenditures: Salaries Benefits 11)6 .,~ EXHIBIT t (619) 293-3500 1295 University Ave . San Diego, CA 92103 · TOD 293-7757 FAX 293-3508 EXHIBIT B - BUIXiET - Monthly $750.00 Annually $9000.00 $633.00 117 . 00 $7596.00 6600.00 $750.00 $9000.00 Supported. in pan. ~ 10 unllIadWllll/CHAD CIn1p8ign Dedicated to Independent Living ....._-_._.,-,----~-- 71lE Cl1Y OF CHULA VISTA PAKlY DISCWSURE STATEMENT {YHIRIT t -, Statement of disclosure of certain ownership interests, payments, or campaign contributions, on all matters which will require discretiomuy action on the part of the City Council, Planning Commission, and all other official bodies. The following information must be disclosed: 1. List the names of all persons having a financial interest in subcontract material supplier. Cl:ntsr fir tre f)i~'M, 1n:. contractor, 2. If any person identifie rsuant to (1) above is a corporation 0 artnership, list the names of all individuals owning more n 10% of the shares in the corp ation or owning any partnership. interest in the partnership. NCM: 3. If any person identified pursuant to (1) a ve is non-pr It organization or a trust, list the names of any person serving as director of the n -profit 0 anization or as trustee or beneficiary or trustor of the trust. Kini:>erly Bartlett Ph.D. (s,~ crfhrcJ1ad 11$1 ) - 4. Have you had more than $250 worth of busin Boards, Commissions, Committees and Coun No -L If yes, please indicate person(s): ed with any member of the City staff, ast twelve months? Yes_ 5. Please identify each and every person, inel ing any agents, empl es, consultants or independent contractors who you have assigned to rep, sent you before the Ci Kimberl Bartlett Ph.D. 6. Have you and/or your officers or ents, in the aggregate, contributed more an $1,000 to a Councilmember in the current or p ceding election period? Yes _ No :..x If y Councilmember(s): . Person is defined as: "Any individual, Jinn, co- ership, joint venture, association, social club, fraternal organization, corporation, estate, trust, receiver, syndicate, this and any other county, city and country, city, municipality, district or other political subdivision, or any other group or combination acting as a unit." (NOTE: Attach additional pages as necessary) Date: AllgJl~1- 1::1, 1991 ~':1ftc ~J ~.fj, Signature of ontractor/applicant - IC:\ WP51\COUNCIL\DlSCLOSE. TXT) IPG-IP Kimberly Bartlett. Ph.D. Print or type name of contractor/applicant . [Revised: 11/30/90] ..y V.eta Assistant Director Chicano Federation 610 22nd Street.- work San Diego CA 92102 236-1228 - work 276-9211 - home DiaDe Ward CPA 6540 Lusk Blvd, Ste 259 - work San Diego CA 92121 558-8840 - work / 558-8965 fax 566-6840 - home Arnold I'luster Management Analyst 10449 Westchester Ave - ho.. San Diego CA 92126-3340 553-4723 - work/553-6582 fax 271-1028 - home - I certify that the foreqoinq n..e. are true which comprise of CBCD'. current Board of Directors' .embers. ~fM,~~ t8QA:t;l.M;t; ,(9;,. f). Kimberly rtlett, Ph~D. Actinq ZZecutive Director cjJ 13/q 1 Date - - /d(5--/).. RESOLUTION NO. ) ~ :J J ;L. RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHUlA VISTA APPROVING AGREEMENT BETWEEN THE CITY OF CHUlA VISTA AND SWEETWATER UNION HIGH SCHOOL DISTRICT AND AUTHORIZING THE MAYOR TO EXECUTE SAID AGREEMENT WHEREAS, the City participates in the Community Development Block Grant (CDBG) Program, a principal goal of which is to fund projects and services which will benefit low and moderate-income Chula Vista households; and, WHEREAS, the City will be entering into a separate funding agreement with HUD for the City's annual CDBG entitlement and also anticipates program income from the Housing Rehabilitation Revolving Fund; and, WHEREAS, the City Council of the City of Chula Vista held a public heari ng and allocated CDBG ent it 1 ement and program income funds on May 21, 1991, a portion of which was allocated for the Grantee; and, WHEREAS, the City is desirous of having certain services for low and moderate-income households which staff has determined is el igible for CDBG funding, performed by the Grantee, and WHEREAS, HUD requ i res the execut i on of a writ ten agreement sett i ng out the terms and obligations for the expenditure of CDBG funds by the Grantee; and, WHEREAS, Grantee warrants and represents that they are experi enced and staffed in a manner such that they can prepare and del iver the services required of Grantee within the time frames herein provided all in accordance with the terms and condition of this Agreement; NOW, THEREFORE, THE CITY OF THE CITY OF CHUlA VISTA DOES HEREBY FIND, DETERMINE ORDER, AND RESOLVE AS FOllOWS: SECTION 1. The City Council does hereby approve the agreement and Standard Addendum #1 to said agreement with Sweetwater Union High School District dated August 13, 1991 (Document # ) a copy of which is attached hereto and incorporated herein, the same as though fully set forth herein. SECTION 2. The City Counc il does hereby direct and authori ze the Mayor of the City of Chula Vista to execute said contract for and on behalf of the City of Chula Vista. SECTION 3. This Resolution shall take and be in full force and effect immediately upon the passage and adoption hereof. I~H"I SECTION 4. The City Clerk shall certify to the passage and adoption of this Resolution; shall enter the same in the book of original Resolutions of said Ci ty; and shall make a mi nute of the passage and adopt i on hereof in the minutes of the meeting at which the same is passed and adopted. ~~ Approved as to form by BrU:!;Bo~~aT City Attorney Presented by Chris Salomone Community Development Director WPC 4789H/4790H /11-1";" -2- AGREEMENT SETTING OUT TERMS AND OBLIGATIONS OF SWEETWATER UNION HIGH SCHOOL DISTRICT IN REGARD TO THE EXPENDITURE OF CITY FUNDS APPROPRIATED THIS AGREEMENT 1 s made thi s August 13, 1991, for the purposes of reference only, and effective as of the date last executed between the parties, between the City of Chula Vista ("City") herein, a municipal corporation of the State of California, and Sweetwater Union High School District, a non-profit organization ("Grantee"), and is made with reference to the following facts: Bft.lIA1~ WHEREAS, the City participates in the Community Development Block Grant (CDBG) Program, a principal goal of which is to fund projects and services which will benefit low and moderate-income Chula Vista households;. and, WHEREAS, the City has entered into a separate funding agreement with HUD for the City's annual COBG entitlement and also anticipates program income from the Housing Rehabilitation Revolving Fund; and, WHEREAS, the City Council of the City of Chula Vista held a publ ic hearing and allocated CDBG entitlement and program income funds on May 21, 1991, a portion of which was allocated for the Grantee; and, WHEREAS, the City is desirous of having those certain services for low and moderate-income households, hereinafter enumerated, performed by the Grantee, and WHEREAS, HUD requires the execution of a written agreement setting out the terms and obligations for the expenditure of CDBG funds by the Grantee; and, WHEREAS, Grantee warrants and represents that they are experienced and staffed in a manner such that they can prepare and del iver the services required of Grantee within the time frames herein provided all in accordance with the terms and condition of this Agreement; NOW, THEREFORE, in consideration of the mutual obl igations of the parties as herein expressed, the parties hereto agree as follows: 1. Term of Aareement. The term .of this agreement shall be for a period of one (1) year, from July 1, 1991 through June 30, 1992. 2. Statement of Work and Schedule. The Grantee shall perform those duties described in the Statement of Work in Exhibit A, attached hereto and incorporated herein. These services shall be provided during the term of this agreement and according to the Performance Schedule in Exhibit A, attached heretp and incorporated herein. "PC 4781" IPH--:; -1- 3. low and Moderate Income ReQuirement. The services to be performed by Grantee shall be provided primarily to persons of low and moderate income households. A minimum of 70% of the persons provided services shall be of 10w- and moderate-income, as determined by the most current HUD Income limits for the San Diego SMSA, a copy of which is attached hereto and incorporated herein (Exhibit D). Grantee shall use reasonable means to determine the income level of each person or family served. 4. Compensat i on and Budget. The Grantee agrees to expend City-appropriated funds to meet bona fide obligations incurred for rental expenses for a portable classroom for the New Chance Daycare Program. The City shall compensate Grantee for said services up to a maximum amount not to exceed $4,500 (FOUR THOUSAND, FIVE HUNDRED DOLLARS). An itemized budget for said expenses is in Exhibit B, attached hereto and incorporated herein. 5. Reimbursement PaYments. Payment of those City appropriated funds shall be made to Grantee in monthly installments following receipt of' the .CDBG Expense Reimbursement Claim" form (a blank copy of which is attached) from the Grantee. Expenses itemized on the "Expense Reimbursement Claim" form shall be limited to actual expenses incurred during the period specified on said form, and shall not include any anticipated costs. Grantee shall attach documentation, such as receipts, bills, payrolls, etc. as shall provide reasonable proof of actual expenses incurred. 6. ReDorts. The Grantee shall provide the City with a quarterly report, submitted no later than 40 days after the last day of the previous quarter, which includes a brief narrative of the services provided and an itemized accounting of the expenditures of CDSG funds during the previous quarter. In addition, said report shall include the follOWing statistical data for persons/households served during the previous quarter: (a) . the total number of persons/households served; (b) the number of persons/households receiving each type of service provided; (c) of the persons/households served, the number of residents and non-residents of Chu1a Vista; (d) annual gross household income by standard categories, adjusted for family size (low, moderate, other); (e) race or ethnicity according to standard categories (Black, Hispanic, Asian/Pacific Islander, Native American, White); (f) number of female-headed households served. 7. Assignment. The services of Sweetwater Union High School District are personal to that organization. The Performance of this agreement may not, by subagreement, be assigned to any other entity without prior written consent of the City. WPC 4781H -2- /~fI"i -. -. -. 8. Financial Records and Audits. The Grantee shall maintain all financial records for three years following the term of this agreement. The City, at its discretion may require the Grantee to provide or allow the City to undertake a complete financial and program audit of its records. Those records shall contain, at a minimum, the following information for each client served: income, residency, and ethnicity. The records shall also contain receipts or other proof of all expenditures made with City CDBG funds. 9. ReDresentatives. The Community Development Director, or his/her designated representative, shall represent the City in all matters pertaining to the services rendered pursuant to the agreement and shall administer this agreement on. behalf of the City. The Director of Sweetwater Union High School District, or his/her designated representative, shall represent the Grantee in all matters pertaining to the services rendered pursuant to the agreement and shall administer this agreement on behalf of the Grantee. 10. Uniform Administrative ReQuirements. The Grantee shall comply with the applicable uniform administrative requirements as described in HUD regulation 24' CFR 570.502. This HUD regulation requires compliance with certain sections of 24 CFR Part 85 .Uniform Administrative Requirements for Grants and Cooperative Agreements to State and local Governments.. 11. Other ProQram ReQuirements. The Grantee shall carry out each activity specified under this agreement with all Federal laws and regulations described in 24 CFR 570, Subpart K, with the following exceptions: a) The Grantee does not assume environmental responsibilities described at 24 CFR 570.604; b) The Grantee does not assume responsibil ity for initiating the review process under the provisions of 24 CFR 570.612. 12. Accountina Procedure. The Grantee agrees to abide by the requirements of OMB Circular A-I22 .Cost Principles .for Non-Profit Organizations.. The Grantee shall account for use of Block Grant funds separately from other funds so as to demonstrate that the funds are used for their designated purposes. 13. Proaram Income. Any program income derived. from CDBG funds shall be reported to the City and shall only be used by Grantee for the services funded under this agreement. All provisions of this agreement shall apply to the use of program income for said activities. Said program income shall be substantially disbursed for said services before the CUy will make additional reimbursements to the Grantee. If said program income is on hand when this agreement expires, or is received after expiration of this agreement, then said program income shall be paid to the City. 14. Conditions for Rel iaious Oraanizations. If the Grantee is a religious entity, affiliated with a religious entity, or sponsor of religious activities, then Grantee shall abide by.the HUD regulations 24 CFR 570.200 (j) which prohibits discrimination on the basis of religion and prohibits the use of funds for religious activities, and places other restrictions and limitations on the Grantee. WPC 4781M /dH,f-3- 15. Drua-free Workpl ace. The Grantee shall maintain a drug-free workplace at all times for the duration of this contract. ~ 16. lobbvina of Federal Official s. The Grantee shall not use any funds provided under this agreement to pay any person for influencing or attempting to influence an officer or employee of any Federal 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 cooperative agreement. and the extension. continuation. renewal. amendment. or modification of any Federal contract. grant. loan. or cooperat i ve agreement. I f Grantee ut il i zes any other funds for any of the aforementioned purposes, then the Grantee shall complete and submit Standard Form-lll. .Disclosure Form to Report lobbying.. in accordance with its instructions. 17. Insurance. Grantee represents that it. and its agents. and staff employed by it are protected by worker's compensation insurance and has coverage under publ ic Habil ity and property damage insurance policies which this Agreement requires to be demonstrated in the form of a certificate of insurance. Grantee will prov i de. pri or to the commencement of the serv ices required under this agreement the following certificates of insurance to the City: a) Statutory Worker's Compensation coverage plus $1,000,000 Employers liability coverage; b) General and Automobile Liability coverage to $1,000,000 combined single limit which names the City as an additional insured. and which is primary to any policy which the City may otherwise carry ("primary coverage"). and which treats the employees of the City in the same manner as members of the general public ("cross-liability coverage"). 18. Hold Harmless. Grantee shall defend, indemnify and hold harmless the City. its elected and appointed officers and employees, from and against all claims for damages. liability. cost and expense (including without limitation attorney's fees) arising out of the conduct of the Grantee, or any agency or employee. or others in connect i on wi th the execut i on of the work covered by this Agreement. except only for those claims arising from the sole negligence or sole willful conduct of the City, its officers. or employees. Grantees indemnification shall include any and all costs, expenses. attorney's fees and liability incurred by the City, its officers and agents, or employees in defending against such claims, whether the same proceed to judgement or not. Further, Grantee at its own expense shall, upon written request by the City, defend any such suit or action brought against the City. its officer. agents. or employees. Grantee's indemnification of City shall not be limited by any prior or subsequent declaration by the Grantee. 19. Susoension and Termination. . In accordance with HUD regulation 24 CFR 85.43, Grantee may be suspended or terminated by the City after 30 days written notice to the Grantee due to default by the Grantee or the Grantee's inability to perform, regardless of whether such inability is due to circumstances within or beyond the Grantee's control. The award may be terminated for convenience in accordance with 24 CFR 85.44. Settlement of any .disputes shall be based on the laws of the State of California. . WPC 4781" -4- IPl/.,/, - -. 20. Breach of Contract. The parties reserve the right to pursue any remedy provided under California law for remedy in instances where contractors violate or breach contract terms. .21. Reversion of Assets. Upon expiration of this agreement, Grantee shall transfer to the City any CDBG funds on hand at the time of expiration and any accounts receivable attributable to the use of CDBG funds, including any program income derived from CDBG funds. . IN WITNESS WHEREOF, City and Grantee have executed this Agreement this ____ day of , 1991. CITY OF CHULA VISTA BY: Tim Nader Mayor, City of Chula Vista ATTEST: City Clerk APPROVED AS TO FORM BY: Bruce M. Boogaard City Attorney SWEETWATER UNION HIGH SCHOOL DISTRICT BY: 7k ~-- Exhibit list Exhibit A. Statement of Work and Schedule Exhibit B. Budget Exhibit C. City of Chula Vista Party Disclosure Statement Exhibit O. HUO Income limits (Revised April 17, 1991) Exhibit E. COBG Expense Reimbursement Clean Form ,J f;.D t ~,1 ".1' s "PC 4781H I~H"7-5- EXHIBIT A Statement of Work CDBG Funds Sweetwater Union High School District New Chance/Childcare Component - Description The CDBG funds which we were awarded will be used to partially pay for the rental costs on one of our two portable childcare buildings. The building designated to receive the benefit of this funding is our toddler/preschool facility. Eighteen children between the ages of 2 years and 4 years old receive develcpmentally oriented childcare in this facility between the hours of 7: 00 a.m. and 2: 30 p.m. Monday-Friday on a year round basis. The center is staffed by a licensed pre- school teacher and teacher aide. The youngsters enrolled in our preschool facility are the children of 17-22 year old AFDC (welfare) mothers who have been randomly assigned to the New Chance demonstration. These clients - were referred to us by the Department of Social Services. During the time the children are with us (up to eighteen months) their mothers are enrolled in academic and vocational education through the Sweetwater Union High School District. In addition, all mothers complete a mandatory parenting class, taught by the Sweetwater childcare director. Our preschool serves as a laboratory model for what is taught to the young mothers in both the parenting and health (nutrition) classes. We provide free breakfast, snack, and lunch for all children and assist moms in their home menu planning. We also provide a model of positive ways to discipline young children. Individual counseling is given to the mothers as needed. -. IPH.,f(' The preschool program is developmentally and cognitively oriented, using many components of the Head Start model. Children engage in a variety of educational activities on a daily basis, as well as enjoying free play, both indoors and outdoors. Sweetwater is proud to provide a safe, secure and happy environment for these needy children. Schedule New Chance is a year round, three year national demonstration research project. We are currently in our second year. Some of the children in our childcare facility have been with us for about one year and others, only a few weeks. We currently have a short waiting list and are hoping to have space to accommodate everyone r S needs as our first groups of mothers graduate and move into the workforce. Our pre-school capacity is 18 children (as determined by Communi ty Day Care Licensing regulations) with a staff of one credentialed teacher and teacher aide. We have a physical plant which would allow us to expand to 39 children should the need arise and additional funds become available. At this time our center is operating at capacity. Budget (see att;ached) I~H"9 SWEETWATER UNION HIGH SCHOOL DISTRICT DIVISION OF ADULT EDUCATION EXHlSlr E CHILDCARE PROGRAM Line ~ (Foundation) - Working Budget Transfers Estimated Pinal Prop.Budge 1990-1991 90-91 1990-1991 1991-92 d.iU.50 00.01 ()0.02 iJO.03 "iO.90 - Curri.culum Wrlters - CIs. Taachers .. Sub. '~eachers 'II - Tchrs.Ex.Duty -Other Cert.Sal. <lO.01 - lnst.Alde Reg. ,00.02 -'lnst.Aide Sub. )OlLOl - Clerlcal Reg. ::lO.03 - Clerlcal Ex.Duty .;00.21 - CuStodlan Reg. 00.90 -Other CldSSlf. JO.OO - Beneflts '10.01 - Class.SuPl?lies .....02 - Postage "I . 90 - G r n 1. Sup P 11 e 5 : (). 01 - l.:onsul tants 210.00 -Mileage 220.02 - Confel'ence SOO.04 .. Telephone ~OO.Ol -'Rent~l of Fac. ,0-0. Sl - Admisslon Fees 1S0.00 - Dupli.cated Mat. 762.00 .. Computer Rep. "63.00 - Maint. Depart. '71.00 - Olst.Vahlc:le iuO.09 - OtherAdmln.Exp. '0 0 . 0 7 - Pes t Co n t 1" 0 1 '.<.01 - Ins:.Equlj)~cn:; .'HJ.02 - Nonlnst. EqU1p. ~u. OY - t.anc.lscap..ng *b1ock grant ... .. 4"'^ '," .11 . 2,000 -. . . . ',- . t...:," ." 14,400* . . . 5,300 ., , '20 000 ~7oD - /PH.,/(J . . THE CITY OF CHULA VISTA PAR1Y DISCLOSURE STATEMENT f){HIRIT (~ -Statement of disclosure of certain ownership interests, payments, or campaign contributions, on all matters ,hicb will require discretionary action on the part of the City Council, Planning Commission, and all other official bodies. The following information must be disclosed: 1. list the names of all persons baving a financial interest in the contract, i:e., contractor, subcontractor, material supplier. SWe.etwa....p.... "Un If'lt'\ \-l i 5 h ~~ ~O"!) \ D is.h'- \ C,. 2. H any person identified pursuant to (1) above is a corporation or partnership, list the names of all individuals owning more than 10% of (the shares in the corporation or owning any partnership interest in the partnership. . -er~ 3. H any person identified pursuant to (1) above is non-profit organization or a trust, list the names of any person serving as director of the non-profit organization or as trustee or beneficiary or trustor of the trust. L;+~ Do..v icl (\J ic..K Aju, lOJV LD re t\J"2..0 Prn uP ~ i 0 ~ W\ ell,. ~ r'V\' , , R u~ C- kr-L P """ fA t"'\ 4. Have you had more than $250 worth of business transacted with any member of the City staff, Boards, Omunissions, Committees and Council within the past twelve months? Yes_ No ~Hyes, please indicate person(s): 5. Please identify each and every person, including any ~gents, employees, consultants or independent contractors who you have assigned to represent you before the City in this matter. L-i l"\da.. G. T "''f lo r- 6. Have you and/or your officers or agents, in the aggregate, contributed more than $1,000 to a Councilmember in the current or preceding election period? Yes _ No _ If yes, state which Councilmember(s): , rn",-ybe.- see Q~-el1 Person is defined as: -Any individual, ftnn, C()-partnership, joint venture, association, social club, fraternal organization, corporation, estate, trust, receiver, syndicate, this and any other county, city and country, city, municipality, district or other political subdivision., or any other group or combination acting as a uniC (NOTE: Attach additional pages as necessary) .Date: August 9, 1991 [C:\ WP51\COUNOL\DISCLOSE. TXT) Print or type name of contractor/applicant It) H. I) [Revised: 11/30/90) 6) Maybe for the purpose of disclosure only. If employees of - the Sweetwater Union High School District, may be considered "agents" or officers as the term is used on the disclosure form, they have, to our collective knowledge, given more than $1,000, in the aggregate, in contributions to Jerry Rindone' s campaign. However, to my knowledge, there was no coordinated contribution program by which each of tht~ contributors made contributions, therefore, any individual who may also be considered an agent or officer of Sweetwater Union High School District in this context, and may also have contributed to Mr. Rindone's campaign, did so as a private citizen without regard to his or her position or employment in the district. - - J~fI"'l:J. RESOLUTION NO. / ~ J / .3 RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA APPROVING AGREEMENT BETWEEN THE CITY OF CHULA VISTA AND AIDS FOUNDATION SAN DIEGO AND AUTHORIZING THE MAYOR TO EXECUTE SAID AGREEMENT WHEREAS, the City participates in the Community Development Block Grant (CDBG) Program, a principal goal of which is to fund projects and services which will benefit low and moderate-income Chula Vista households; and, WHEREAS, the City will be entering into a separate funding agreement with HUD for the City's annual CDBG ent it 1 ement and also ant i c i pates program income from the Housing Rehabilitation Revolving Fund; and, WHEREAS, the City Council of the City of Chula Vista held a public hearing and allocated CDBG entitlement and program income funds on May 21, 1991, a portion of which was allocated for the Grantee; and, WHEREAS, the City is desirous of having certain services for low and moderate-income households which staff has determined is el igible for CDBG funding, performed by the Grantee, and WHEREAS, HUD requires the execution of a written agreement setting out the terms and obligations for the expenditure of CDBG funds by the Grantee; and, WHEREAS, Grantee warrants and represents that they are experi enced and staffed in a manner such that they can prepare and del iver the services required of Grantee within the time frames herein provided all in accordance with the terms and condition of this Agreement; . NOW, THEREFORE, THE CITY OF THE CITY OF CHULA VISTA DOES HEREBY FIND, DETERMINE ORDER, AND RESOLVE AS FOLLOWS: SECTION 1. The Ci ty Council does hereby approve the agreement and Standard Addendum #1 to said agreement with AIDS Foundation San Diego dated August 13, 1991 (Document # ) a copy of whi ch is attached hereto and incorporated herein, the same as though fully set forth herein. SECTION 2. The City Council does hereby direct and authorize the Mayor of the City of Chula Vista to execute said contract for and on behalf of the City of Chula Vista. SECTION 3. This Resolution shall take and be in full force and effect immediately upon the passage and adoption hereof. I~[ - / SECTION 4. The City Clerk shall certify to the passage and adoption of this Resolution; shall enter the same in the book of original Resolutions of said City; and shall make a minute of the passage and adoption hereof in the minutes of the meeting at which the same is passed and adopted. Presented by APprzs ~. fzre Bruce M. Boogaard City Attorney ~~ Chris Salomone Community Development Director WPC 4789H/4790H //lJ,;L -2- AGREEMENT SETTING OUT TERMS AND OBLIGATIONS OF AIDS FOUNDATION SAN DIEGO IN REGARD TO THE EXPENDITURE OF CITY FUNDS APPROPRIATED THIS AGREEMENT is made thi s August 13, 1991, for the purposes of reference only, and effective as of the date last executed between the parties, between the City of Chu1a Vista ("City") herein, a municipal corporation of the State of CaHfornia, and AIDS Foundation San Diego, a non-profit organization ("Grantee"), and is made with reference to the following facts: B.EklIA1~ WHEREAS, the City participates in the Community Development Block Grant (COBG) Program, a principal goal of which is to fund projects and services which will benefit low and moderate-income Chula Vista households; and, WHEREAS, the City has entered into a separate funding agreement with HUD for the City's annual CDBG entitlement and also anticipates program income from the Housing Rehabilitation Revolving Fund; and, WHEREAS, the City Council of the City of Chula Vista held a public hearing and allocated COBG entitlement and program income funds on May 21, 1991, a portion of which was allocated for the Grantee; and, WHEREAS, the City is desirous of having those certain services for low and moderate-income households, hereinafter enumerated, performed by the Grantee, and WHEREAS, HUD requires the execution of a written agreement setting out the terms and obligations for the expenditure of CDBG funds by the Grantee; and, . WHEREAS, Grantee warrants and represents that they are experienced and staffed in a manner such that they can prepare and deliver the services required of Grantee within the time frames herein provided all in accordance with the terms and condition of this Agreement; NOW, THEREFORE, in consideration of the mutual obl igations of the parties as herein expressed, the parties hereto agree as follows: 1. Term of AQreement. The term .of this agreement shall be for a period of one (1) year, from July 1, 1991 through June 30, 1992. 2. ~tatement of Work and Schedule. The Grantee shall perform those duties described in the Statement of Work in Exhibit A, attached hereto and incorporated herein. These services shall be provided during the term of this agreement and according to the Performance Schedule in Exhibit A, attached hereto and incorporated herein. WPC 4782H l~f-3 -1- 3. low and Moderate Income Reauirement. The services to be performed by Grantee shall. be provided primarily to persons of low and - moderate income households. A minimum of 70% of the persons provided services shall be of low- and moderate-income, as determined by the most current HUD Income limits for the San Diego SMSA, a copy of which is attached hereto and incorporated herein (Exhibit D). Grantee shall use reasonable means to determine the income level of each person or family served. 4. Comoensation and Budget. The Grantee agrees to expend City-appropriated funds to meet bona fide ob1 igations incurred for general operating expenses including personnel costs for services to Chula Vista clients. The City shall compensate Grantee for said services up to a maximum amount not to exceed $2,750 (TWO THOUSAND, SEVEN HUNDRED FIFTY DOLLARS). An itemized budget for said expenses is in Exhibit B, attached hereto and incorporated herein. 5. Reimbursement PaYments. Payment of those City appropriated funds shall be made to Grantee in monthly in.stallments following receipt of the "CDBG Expense Reimbursement Claim" form (a blank copy of which is attached) from the Grantee. Expenses itemized on the "Expense Reimbursement C1 aim" form shall be limited to actual expenses incurred during the period specified on said form, and shall not include any anticipated costs. Grantee shall attach documentation, such as receipts, bills, payr.olls, etc. as shall provide reasonable proof of actual expenses incurred. 6. Reoorts. ThE! Grantee shall provide the City with a quarterly report, submitted no later than 40 days after the last day of the previous quarter, which includes a brief narrative of the services provided and an itemized accounting of the expenditures of CDBG funds during the previous quarter. In addition, said report shall include the following statistical data for persons/households served during the previous quarter: .- (a) the total number of persons/households served; (b) the number of persons/households receiving each type of service provided; (c) of the persons/households served, the number of residents and non-residents of Chula Vista; (d) annual gross household income by standard categories, adjusted for family size (low, moderate, other); (e) race or ethnicity according to standard categories (Black, Hispanic, Asian/Pacific Islander, Native American, White); (f) number of female-headed households served. 7. Assianment. The services of AIDS Foundation San Diego are personal to that organization. The Performance of this agreement may not, by subagreement, be assigned to any other entity without prior written consent of the City. . - "PC 4782H I~I-i -2- 8. Financial Records and Audits. The Grantee shall maintain all financial records for three years following the term of this agreement. The City, at its discretion may require the Grantee to provide or allow the City to undertake a complete financial and program audit of its records. Those records. shall contain, at a minimum, the following information for each client served: income, residency, and ethnicity. The records shall also contain receipts or other proof of all expenditures made with City CDBG funds. 9. ReDresentatives. The Community Development Director, or his/her designated representative, shall represent the City in all matters pertaining to the services rendered pursuant to the agreement and shall administer this agreement on- behalf of the City. The Director of AIDS Foundation San Diego, or his/her designated representative, shall represent the Grantee in all matters pertaining to the services rendered pursuant to the agreement and shall administer this agreement on behalf of the Grantee. 10. Uniform Administrative Reouirements. The Grantee shall comply with the applicable uniform administrative requirements as described in HUD regulation 24 CFR 570.502. This HUD regulation requires compliance with certain sections of 24 CFR Part 85 "Uniform Administrative Requirements for Grants and Cooperative Agreements to State and Local Governments.- 11. Other Proaram Reouirements. The Grantee shall. carry out each activity specified under this agreement with all Federal laws and regulations described in 24 CFR 570, Subpart K, with the following exceptions: a) The Grantee does not assume environmental responsibilities described at 24 CFR 570.604; b) The Grantee does not assume responsibi1 ity for initiating the review process under the provisions of 24 CFR 570.612. 12. Accounting Procedure. The Grantee agrees to abide by the requirements of OMB Circular A-122 "Cost Principles for Non-Profit Organizations.- The Grantee shall account for use of Block Grant funds separately from other funds so as to demonstrate that the funds are used for their designated purposes. 13. Proaram Income. Any program income derived from CDBG funds shall be reported to the City and shall only be used by Grantee for the services funded under this agreement. All provisions of this agreement shall apply to the use of program income for said activities. Said program income shall be substantially disbursed for said services before the City will make additional reimbursements to the Grantee. If said program income is on hand when this agreement expires, or is received after expiration of this agreement, then said program income shall be paid to the City. 14. Conditions for Re1 igious Oraanizations. If the Grantee is a religious entity, affiliated with a religious entity, or sponsor of religious activities, then Grantee shall abide by the HUD regulations 24 CFR 570.200 (j) which prohibits discrimination on the basis of religion and prohibits the use of funds for religious activities, and places other restrictions and limitations on the Grantee. "PC 4782H I~F.5 -3- 15. Drug - free WorkD 1 ace. The Grantee shall ma i nta in a drug - free workplace at all times for the duration of this contract. .16. lobbvinQ of Federal Officials. The Grantee shall not use any funds provided under this agreement to pay any person for influencing or attempting to influence an officer or employee of any Federal 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 cooperative agreement, and the extension, continuation, renewal, amendment, or modification of any Federal contract, grant, loan, or cooper at i ve agreement. I f Grantee ut i 1 i zes any other funds for any of the aforementioned purposes, then the Grantee shall complete and submit Standard Form-lll, "Disclosure Form to Report lobbying," in accordance with its instructions. 17. Insurance. Grantee represents that it, and its agents, and. staff employed by it are protected by worker's compensation i~surance and has coverage under public liabil ity and property damage insurance policies which this Agreement requires to be demonstrated in the form of a certificate of insurance. Grantee will provide, prior to the corrmencement of the services required under this agreement the following certificates of insurance to the City : a) Statutory Worker's Compensation coverage plus $1,000,000 Employers liability coverage; b) General and Automobile liability coverage to $1,000,000 combined single limit which names the City as an additional insured, and which is primary to any policy which the City may otherwise carry ("primary coverage"), and which treats the employees of the City in the same manner as members of the general public ("cross-liability coverage"). 18. Hold Harmless. Grantee shall defend, indemnify and hold harmless the City, its elected and appointed officers and employees, from and against all claims for damages, liability, cost and expense (including without limitation attorney's fees) arising out of the conduct of the Grantee, or any agency or emp 1 oyee, or others in connect i on wi th the execut i on of the work covered by this Agreement, except only for those claims arising from the sole negligence or sole willful conduct of the City, its officers, or employees. Grantees indemnification shall 'include any and all costs, expenses, attorney's fees and liability incurred by the City, its officers and agents, or employees in defending against such claims, whether the same proceed to judgement or not. Further, Grantee at its own expense shall, upon written request by the City, defend any such suit or action brought against the City, its officer, agents, or employees. Grantee's indemnification of City shall not be limited by any prior or subsequent declaration by the Grantee. 19. SusDension and Termination. "In accordance with HUD regulation 24 CFR 85.43, Grantee may be suspended or terminated by the City after 30 days written notice to the Grantee due to default by the Grantee or the Grantee's inability to perform, regardless of whether such inability is due to circumstances within or beyond the Grantee's control. The award may be terminated for convenience in accordance with 24 CFR 85.44. Settlement of any disputes shall be based on the laws of the State of California. WPC 4782M -4- I~J./, - - - 20. Breach of Contract. The parties reserve the right to pursue any remedy provided under California law for Temedy in instances where contractors violate or breach contract terms. . 21. Reversion of Assets. Upon expiration of this agreement. Grantee shall transfer to the City any CDBG funds on hand at the time of expiration and any accounts receivable attributable to the use of CDBG funds. including any program income derived from CDBG funds. IN WITNESS WHEREOF. City and Grantee have executed this Agreement this ____ day of . 1991. CITY OF CHULA VISTA BY: Tim Nader Mayor. City of Chula Vista ATTEST: City Clerk APPROVED AS TO FORM BY: Bruce M. Boogaard City Attorney AIDS FOUNDATION SAN DIEGO BY: ~ ~ Exhibit List Exhibit A. Statement of Work and Schedule . Exhibit B. Budget Exhibit C. City of Chula Vista Party Disclosure Statement Exhibit D. HUD Income Limits (Revised April 17, 1991) Exhibit E. CDBG Expense Reimbursement Clean Form VPC 4782M 1/).7- 7 -5- SUPPORT EDUCATE ADVOCATE 4080 Centre St. San Diego, CA 92103 (619) 686-5060 FAX (619) 497-5252 rol Eucalyptus Avenue Vista. CA 92084 (619) 945-<<lOO (i) PriaIed OIl RecydecI PIper EXHIBIT A ATIACHMENT TO AGREEMENT ChuIa Vista 1991-92 CDBG Funding for AIDS Foundation San Diego EXHIBIT A 1. DESCRIPTION - Chula Vista CDBG funding shall be applied to the _ AIDS Foundation San Diego (AFSD) Clinical and Social Services Program as compensation for Case Management services provided directly to ChuIa Vista residents. These services are provided at the AFSD offices at 4080 Centre Street, except in cases where a borne or hospital visitation is required. Access to these services by Chula Vista residents will be enhanced through outreach and education. programs provided by AFSD. Case Management Services. AFSD's Oinical and Social Services Program provides a variety of ongoing services which are available to ChuIa Vista individuals and families affected by HIV disease. People with AIDS or ARC who work with AFSD Case Managers are assisted with the proper and timely filing of public benefit forms and applications, are provided with a psychological assessment, legal guidance, and referrals to social services, housing and health care facilities. Case Managers also provide help with client's families, counseling services, and referrals to all the other programs and services provided by AFSD including Truax House, the Food Bank, Buddy Program, Support Groups, Recreation and Transportation Services. - Number or Chula Vista Clients Served. 35 residents of ChuIa Vista benefitted from AFSD Clinical and Social Services in 1990-91, and we estimate that more than 50 residents will use these services in 1991-92. As HIV disease continues to become more prevalent among Latino and African American populations, AFSD expects to serve an increasing client case load from Chula Vista. Most of these clients fall below the Federal "low income" status. AFSD identifies clients through outreach activities, walk-ins, and referrals from County agencies, medical care providers and other social service agencies. From the Chula Vista area AFSD will be receiving referrals from the Episcopal Community Services, Social Security Offices in Chula Vista, UCSD, and community clinics in other cities. To supplement these case management services, AFSD has initiated a weekly Public Benefits Clinic which offers people with HIV disease the opportunity to be assisted by professionals from a variety of fields of expertise with Public Benefits procedures and entitlement applications. - I~f.g Community Education and Outreach. Community education and access to these services and programs are made available through outreach and education programs which include the Speaker's Bureau, AIDS in the Workplace Programs and street outreach. In addition, all Cbula Vista residents have access to AFSD English and Spanish-language Information Hotlines, a service which provides current information on all aspects of mv disease, as well as counseling and referrals to other services and programs. 2. SCHEDULE Expected Number of Cbula Vista Oients to Be Served by AFSD Case Management Services in 1991-92: 50 Because the Cbula Vista CDBG funds cover Case Management Services, the only milestones that will be applied will be to provide these services to the expected number of clients from Cbula Vista. Should the number of received clients fall below expectations, AFSD will access outreach and referral systems to make sure that Cbula Vista clients and local social and health care providers are maximizing their use of the AFSD case management program. The number of clients from particular areas of the County vary over periods of time; therefore, the number of hours deditated byAFSD Case Managers to a residents from - Cbula Vista will be monitored on an annual average. During 1990-91, AFSD served 35 clients from Cbula Vista which represented approximately 35% of the total AFSD case load. Although AFSD expects this percentage of the total client case load to increase in coming years, for the purpose of this funding cycle AFSD will assume 35% for 1991-92. Three full-time case managers provide a minimum of 120 staff hours per week. At an average rate of $ 16.50jhour, clients from Cbula Vista receive $90 in AFSD Case Management services each week or $3,603 per year ($900 per quarter). This does not include the Director of Oinical and Social Services salary, rent, office equipment, or administration expenses. Chula Vista CDBGfund will be applied directly to staff salaries of the Case Managers (see budget). ID addition to Case Management services, Chula Vista residents will also receive other services provided by AFSD such as Food Bank, Transportation, Buddy Program, Emergency Assistance Fund, Support Groups, Recreation Programs and other Educational services. These services are not covered by the current Cbula Vista CDBG funding. Other services that will be provided to Cbula Vista residents but are not covered under the CDBG funding include the Oient Education program, Education and Outreach Programs and Services, the Information Hotline, and the support groups for individuals and families affected by mv disease. I~J -1 [vu~nIT .8 !\rnu~ ' EXHIBIT B: BUDGET - ITEM CDBG AFSD TOTAL Salaries/Benefits 2,750 92,500 95,250 Rent 18,000 18,000 Equipment &, Supplies 6,500 6,500 J\dmini~trative Overhead 10,000 10,000 TOTAL 2,750 127,000 129,750 BUDGET FOR CHULA VISTA SERVICES ITEM PCf TOTAL CDBG AFSD SaIaries/Benefits 3.5 3,334 2,750 584 Rent 3.5 630 0 630 Equipment &, Supplies 3.5 228 0 228 Administrative 3.5 350 0 350 TOTAL 4,542 2,750 1,792 - - /~I"/p THE CITY OF CHULA. VISTA PARTY DISCWSURE STATEMENT {'(HIBIl t -<;tatement of disclosure of certain ownership interests, payments, or campaign contributions, on all matters which will require discretionary action on the part of the City Council, Planning Commission, and all other official bodies. The following information must be disclosed: 1. List the names of all persons having a financial interest in the contract, i:e., contractor, subcontractor, material supplier. Aids Foundation San Diego Board of Directors 2. If any person identified pursuant to (1) above is a corporation or partnership, list the names of all individuals owning more than 10% of the shares in the corporation or owning any partnership interest in the partnership. 3. If any person identified pursuant to (1) above is non-profit organization or a trust, list the names of any person serving as director of the non-profit organization or as trustee or beneficiary or trustor of the ~rust. See Attached List 4. Have you had more than $250 worth of business transacted with any member of the City staff, Boards, Commissions, Committees and Council within the past twelve months? Yes_ No -t- If yes, please indicate person(s): 5. Please identify each and every person, including any agents, employees, consultants or independent contractors who you have assigned to represent you before the City in this matter. AMll wmtJ~ f1x.fl'J1~\J'\.. Q~t~ 6. Have you and/or your officers or agents, in the aggregate, contributed more than $1,000 to a Councilmember in the current or preceding election period? Yes _ No K If yes, state which Councilmember(s ): Person is defined as: -Any individual, firm, co-partnership, joint venture, association, social club, fraternal organization, corporation, estate, trust, receiver, syndicate, this and any other county, city and country, city, municipality, district or other political subdivision, or any other group or combination acting as a unit: . (NOTE: Attach additional pages as necessary) '~ate: t l.il q I IC:\ WP51\COUNOL\DlSCLOSE. TXTJ IPy /1 ~ Sign~ntractor japplicant ~ ~iJS fG~ fQu\d~O"\ ~ D,'l.1C Print or type name of contractor j applicant . [R~sed: 11/30/90) <,.__a~'___~__""'-_"_~_'~_"_"_<_~__'_'_. RESOLUTION NO. 1&3/'1 RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA APPROVING AGREEMENT BETWEEN THE CITY OF CHULA VISTA AND METRO AND AUTHORIZING THE MAYOR TO EXECUTE SAID AGREEMENT WHEREAS, the City part i ci pates in the Community Development Block Grant (CDBG) Program, a principal goal of which is to fund projects and services which will benefit low and moderate-income Chula Vista households; and, WHEREAS, the City will be entering into a separate funding agreement wi th HUD for the City's annual CDBG ent it 1 ement and also ant i c i pates program income from the Housing Rehabilitation Revolving Fund; and, WHEREAS, the City Council of the City of Chula Vista held a public heari ng and allocated CDBG ent it 1 ement and program income funds on May 21, 1991, a portion of which was allocated for the Grantee; and, WHEREAS, the City is desirous of having certain services for low and moderate-income households which staff has determined is el igible for CDBG funding, performed by the Grantee, and WHEREAS, HUD requires the execution of a written agreement setting out the terms and obligations for the expenditure of CDBG funds by the Grantee; and, WHEREAS, Grantee warrants and represents that they are experienced and staffed in a manner such that they can prepare and del iver the services required of Grantee within the time frames herein provided all in accordance with the terms and condition of this Agreement; NOW, THEREFORE, THE CITY OF THE CITY OF CHULA VISTA DOES HEREBY FIND, DETERMINE ORDER, AND RESOLVE AS FOLLOWS: SECTION 1. The City Council does hereby approve the agreement and Standard Addendum #1 to said agreement with METRO dated August 13, 1991 (Document # ) a copy of which is attached hereto and incorporated herein, the same as though fully set forth herein. SECTION 2. The City Counc il does hereby direct and authori ze the Mayor of the City of Chula Vista to execute said contract for and on behalf of the City of Chula Vista. SECTION 3. This Resolution shall take and be in full force and effect immediately upon the passage and adoption hereof. /1).1'-1 SECTION 4. The City Clerk shall certify to the passage and adoption of this Res'olution; shall enter the same in the book of original Resolutions of said City; and shall make a minute of the passage and adoption hereof in the minutes of the meeting at which the same is passed and adopted. Presented by ~~ Chris Salomone Community Development Director WPC 4789H/4790H /& ~.2 -2- ... AGREEMENT SETTING OUT TERMS AND OBLIGATIONS OF METRO IN REGARD TO THE EXPENDITURE OF CITY FUNDS APPROPRIATED THIS AGREEMENT is made this August 13, 1991, for the purposes of reference only, and effective as of the date last executed between the parties, between the City of Chula Vista (WCity") herein, a municipal corporation of the State of California, and METRO, a non-profit organization (wGrantee"), and is made with reference to the following facts: BItlIAJ..~ WHEREAS, the City participates in the Community Development Block Grant (CDBG) Program, a principal goal of which is to fund projects and services which will benefit low and moderate-income Chula Vista households; and, WHEREAS, the City has entered into a separate funding agreement with HUD for the City's annual CDBG entitlement and also anticipates program income from the Housing Rehabilitation Revolving Fund; and, WHEREAS, the City Council of the City of Chula Vista held a pub1 ic hearing and allocated CDBG entitlement and program income funds on May 21, 1991, a portion of which was allocated for the Grantee; and, WHEREAS, the City is desirous of having those certain services for low and moderate-income households, hereinafter enumerated, performed by the Grantee, and WHEREAS, HUD requires the execution of a written agreement setting out the terms and obligations for the expenditure of CDBG funds by the Grantee; and, WHEREAS, Grantee warrants and represents that they are experi enced and staffed in a manner such that they can prepare and deliver the services required of Grantee within the time frames herein provided all in accordance with the terms and condition of this Agreement; NOW, THEREFORE, in consideration of the mutual obligations of the parties as herein expressed, the parties hereto agree as follows: 1. Term of Aareement. The term of this agreement shall be for a period of one (1) year, from July 1, 1991 through June 30, 1992. 2. Statement of Work and Schedule. The Grantee shall perform those duties described in the Statement of Work in Exhibit A, attached hereto and incorporated herein. These services shall be provided during the term of this agreement and according to the Performance Schedule in Exhibit A, attached hereto and incorporated herein. WPC 4783H /#J:J -1- 3. Low and Moderate Income Reauirement. The services to be performed by Grantee shall be provided primarily to persons of low and -. moderate income households. 'A minimum of 70% of the persons provided services shall be of 10w- and moderate-income, as determined by the most current HUD Income Limits for the San Diego SMSA, a CDPY of which is attached hereto and' incorporated herein (Exhibit D). Grantee shall use reasonable means to determine the income level of each person or family served. 4. ComDensat i on and Budaet. The Grantee agrees to expend City-appropriated funds to meet bona fide obligations incurred for general operating expenses including personnel costs for the Good Neighbor Center South Bay. The City shall compensate Grantee for said services up to a maximum amount not to exceed $2,000 (TWO THOUSAND DOLLARS). An itemized budget for said expenses is in Exhibit B, attached hereto and incorporated herein. s. Reimbursement Pavrnents. Payment of those City appropriated funds shall be made to Grantee in monthly installments following receipt of the "CDBG Expense Reimbursement Claim" form (a blank copy of which is attached) from the Grantee. Expenses itemized on the "Expense Reimbursement C1 aim" form shall be 1 imited to actual expenses incurred during the period specified on said form, and shall not include any anticipated costs. Grantee shall attach documentation, such as receipts, bills, payrolls, etc. as shall provide reasonable proof of actual expenses incurred. 6. ReDorts. The Grantee shall provide the City with a quarterly report, submi tted no 1 ater than 40 days after the 1 ast day of the previ ous quarter, which includes a brief narrative of the services provided and an itemized accounting of the expenditures of CDBG funds during the previous quarter. In addition, said report shall include the following statistical data for persons/households served during the previous quarter: (a) the total number of persons/households served; (b) the number of persons/households receiving each type of service provided; (c) of the persons/households served, the number of residents and non-residents of Chu1a Vista; (d) annual gross household income by standard categories, adjusted for family size (low, moderate, other); (e) race or ethnicity according to standard categories (Black, Hispanic, Asian/Pacific Islander, Native American, White); (f) number of female-headed households served. 7. Assianment. The services of METRO are personal to that organization. The Performance of this agreement may not, by subagreement, be assigned to any other entity without prior written consent of the City. WPC 4783H J~:r: if -2- - -, 8. Financial Records and Audits. The Grantee shall maintain all financial records for three years following the term of this agreement. The City, at its discretion may require the Grantee to provide or allow the City to undertake a complete financial and program audit of its records. Those records shall contain, at a minimum, the following information for each client served: income, residency, and ethnicity. The records shall also contain receipts or other proof of all expenditures made with City COBG funds. 9. ReDresentatives. The Community Development Director, or his/her designated representative, shall represent the City in all matters pertaining to the services rendered pursuant to the agreement and shall administer this agreement on behalf of the City. The Director of METRO, or his/her designated representative, shall represent the Grantee in all matters pertaining to the services rendered pursuant to the agreement and shall administer this agreement on behalf of the Grantee. 10. Uniform Administrative Reauirements. The Grantee shall comply with the applicable uni form admini strative requirements as described in HUD regulation 24 CFR 570.502. This HUD regulation requires compliance with certain sections of 24 CFR Part 85 "Uniform Administrative Requirements for Grants and Cooperative Agreements to State and local Governments." 11. Other Proaram Reaui rements. The Grantee shall carry out each activity specified under this agreement with all Federal laws and regulations described in 24 CFR 570, Subpart K, with the following exceptions: a) The Grantee does not assume environmental responsibil ities described at 24 CFR 570.604; b) The Grantee does not assume responsibi1 ity for initiating the review process under the provisions of 24 CFR 570.612. 12. Accountina Procedure. The Grantee agrees to abide by the requirements of OMB Circular A-122 "Cost Principles for Non-Profit Organizations. II The Grantee shall account for use of Block Grant funds separately from other funds so as to demonstrate that the funds are used for their designated purposes. 13. Proaram Income. Any program income derived from COBG funds shall be reported to the City and shall only be used by Grantee for the services funded under this agreement. All provisions of this agreement shall apply to the use of program income for said activities. Said program income shall be substantially disbursed for said services before the City will make additional reimbursements to the Grantee. If said program income is on hand when this agreement expires, or is received after expiration of this agreement, then said program income shall be paid to the City. 14. Conditions for Reliaious Oraanizations. If the Grantee is a religious entity, affiliated with a religious entity, or sponsor of religious activities, then Grantee shall abide by the HUO regulations 24 CFR 570.200 (j) which prohibits discrimination on the basis of religion and prohibits the use of funds for religious activities, and places other restrictions a~d limitations on the Grantee. \We 4783" IpJ= ~ -3- .' , 15. Drua-free WorkDlace. The Grantee shall maintain a drug-free workplace at all times for the duration of this contract. 16. lobbvina of Federal Officials. The Grantee shall not use any funds provided under this agreement to pay any person for influencing or attempting to influence an officer or employee of any Federal 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 cooperative agreement, and the extension, continuation, renewal, amendment, or modification of any Federal contract, grant, loan, or cooperative agreement. If Grantee utilizes any other funds for any of the aforementioned purposes, then the Grantee shall complete and submit Standard Form-LLL, "Disclosure Form to Report Lobbying," in accordance with its instructions. 17. Insurance. Grantee represents that it, and its agents, and staff employed by it are protected by worker's compensation insurance and has coverage under public liability and property damage insurance poliCies which this Agreement requires to be demonstrated in the form of a certificate of insurance. Grantee will provide, prior to the commencement of the services required under this agreement the following certificates of insurance to the City : a) Statutory Worker's Compensation coverage plus $1,000,000 Employers 11 abil i ty coverage; b ) General and Automobil e Li abil i ty coverage to $ 1,000,000 combined single limit which names the City as an additional insured, and which is primary to any policy which the City may otherwise carry ("primary coverage"), and which treats the employees of the City in the same manner as members of the general publiC ("cross-liability coverage"). 18. Hold Harmless. Grantee shall defend, indemnify and hold harmless the City, its elected and appointed officers and employees, from and against all claims for damages, liability, cost and expense (including without limitation attorney's fees) arising out of the conduct of the Grantee, or any agency or employee, or others in connect i on wi th the execut i on of the work covered by this Agreement, except only for those claims arising from the sole negligence or sole willful conduct of the City, its officers, or employees. Grantees indemnification shall include any and all costs, expenses, attorney's fees and liability incurred by the City, its officers and agents, or employees in defending against such claims, whether the same proceed to judgement or not. Further, Grantee at its own expense shall, upon written request by the City, defend any such suit or action brought against the City, its officer, agents, or employees. Grantee's indemnification of City shall not be limited by any prior or subsequent declaration by the Grantee. 19. SusDension and Termination. In accordance with HUD regulation 24 CFR 85.43, Grantee may be suspended or terminated by the City after 30 days written notice to the Grantee due to default by the Grantee or the Grantee's inability to perform, regardless of whether such inability is due to circumstances within or beyond the Grantee's control. The award may be terminated for convenience in accordance with 24 CFR 85.44. Settlement of any disputes shall be based on the laws of the State of California. \We 478311 -4- //):r:~ -, - - . '. . 20. Breach of Contract. The parties reserve the right to pursue any remedy provided under California law for remedy in instances where contractors violate or breach contract terms. . . 21. Reversion of Assets. Upon expiration of this agreement, Grantee shall transfer to the City any COBG funds on hand at the time of expiration and any accounts receivable attributable to the use of COBG funds, including any program income derived from COBG funds. IN WITNESS WHEREOF, City and Grantee have executed this Agreement this ____ day of , 1991. CITY OF CHULA VISTA BY: Tim Nader Mayor, City of Chula Vista ATTEST: City Clerk APPROVEO AS TO FORM BY: Bruce M. Boogaard City Attorney METRO B~;f~ ~~(v.= b/~~ Exhibit Li st Exhibit A. Statement of Work and Schedule Exhibit B. Budget Exhibit C. City of Chula Vista Party Disclosure Statement ".r S-e/tllllEb Exhibit D. HUD Income Limits (Revised April 17, 1991) '1 Exhibit E. COBG Expense Reimbursement Clean Form ~ "PC 4783" I~Y:? -5- EXHIBIT A -, STATEMENT OF WORK AND SCHEDULE WORK DESCRIPTION The Good.Neighbor Center South Bay, located near the International Border at 1120 Nestor Way, San Diego, CA 91953 (P.O. Box 530146, San Diego, CA 91953), will offer emergency assistance to people in need without regard to ethnicity/race, nationality, religious beliefs, gender, age or physical disability. This assistance will include food, clothing, shelter referral, and case management services. They will be provided by the Center Director and a group of trained volunteers. Services will be offered to a projected case load of 3300 cases representing 12,500+ persons. It is anticipated that 400 cases representing '1500+ persons will be from Chula Vista. ......... SCHEDULE The Center offers Emergency Assistance Services each week on Tuesday - Friday from 11 a.m. - 5 p.m. The Center staff projects that the 3300 cases to receive service will be, in general, s~rved equally in each quarter of the year (825/quarter). ~, !/);J: ~ EXHIBITB GOOD NEIGHBOR CENTER SOUTH BAY PROGRAM BUDGET Expenditures General Funds CDBG Funds Total Salaries/Benefits $ 14,116 $ 1,227 Rent/Utilities 1,082 93 Supplies/Equipment 230 20 Food Assistance 4,600 400 Insurance 200 -0- Transportation Costs 240 -0- Program Services/Dev. 2.565 260 Totals $ 23,033 $ 2.000 $ 25,033 Note: Much of the food used at the Center plus rent is provided on an in-kind basis by United Methodist Churches. /~r~7 . ~ THE ClTYOFCHULA l'1STAPAR1YDISCLOSURESTATEMENT ('(uIBIT. t Statement of disclosure of certain ownership interests, payments, or camp 'gn contributions, on all matters .-., which will require discretionaIy action on the part of the Oty Council, PI 'g Commission, and all other official bodies, The following information must be disclosed: 1. 2 3. 4. 5. List the names of all persons having a financial subcontractor, material supplier. METRO - a Department of the San Diego District Church Union the contract, tee, contractor, H any perso ' entified pursuant to (1) above is a corpor individuals 0 more than 10% of the shares in the interest in the part hip. N/A w r ion or partnership, list the names of all rporation or owning any partnership H any person identified pursuant t of any person serving as director of trustor of the trust. (See Attached) refit organization or a trust, list the names rganization or as trustee or beneficiary or - Have you had more than $250 worth of busin trans Boards, Commissions, Committees and Coun ' ;within the No l H yes, please indicate person(s): d with any member of the City staff, t twelve months? Yes Please identify each and every person, includi contractors who you have assigned to repre The Rev, Carroll Parker, Director Nei hbor Center South Ba any agents, employees, nsultants or independent t you before the City in t 6. Have you and/or your. officers or agen in the aggregate, contributed more than $1,000 to a Councilmember in the current or precede g election period? Yes _ No L If yes, state which Councilmember(s ): Person is defined as: -Any individual, finn, co-partnershi joint venture, association, social dub, fraternal organization, corporation, estate, tnlSt, receiver, syndicate, this and any other coun city and country, city, municipality, district or other political subdMsioll, or any other group or combination acting as a unit" (NOTE: Attach additional pages as necessary) I)ate: ~~~~~~ - IC:\ WP51\COUNOL\D1SCLOSE. 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RESOLUTION NO. /~3 Is" RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA APPROVING AGREEMENT BETWEEN THE CITY OF CHULA VISTA AND YMCA OF METROPOLITAN SAN DIEGO COUNTY (FOR YMCA FAMILY STRESS CENTER) AND AUTHORIZING THE MAYOR TO EXECUTE SAID AGREEMENT WHEREAS, the City participates in the Community Development Block Grant (CDBG) Program, a principal goal of which is to fund projects and servi ces whi ch will benefi t low and moderate- income Chul a Vi sta househol ds; and, WHEREAS, the City will be entering into a separate funding agreement wi th HUD for the City's annual CDBG ent it 1 ement and also antic i pates program income from the Housing Rehabilitation Revolving Fund; and, WHEREAS, the City Council of the City of Chula Vista held a public hearing and allocated CDBG entitlement and program income funds on May 21, 1991, a portion of which was allocated for the Grantee; and, WHEREAS, the City is desirous of having certain services for low and moderate-i ncome househol ds whi ch staff has determi ned is el igi bl e for CDBG funding, performed by the Grantee, and WHEREAS, HUD requires the execution of a written agreement setting out the terms and obligations for the expenditure of CDBG funds by the Grantee; and, WHEREAS, Grantee warrants and represents that they are experienced and staffed in a manner such that they can prepare and del iver the services required of Grantee within the time frames herein provided all in accordance with the terms and condition of this Agreement; NOW, THEREFORE, THE CITY OF THE CITY OF CHULA VISTA DOES HEREBY FIND, DETERMINE ORDER, AND RESOLVE AS FOLLOWS: SECTION 1. The City Council does hereby approve the agreement and Standard Addendum #1 to said agreement with YMCA of Metropol itan San Diego County dated August 13, 1991 (Document # ) a copy of which is attached hereto and incorporated herein, the same as though fully set forth herein. SECTION 2. The City Council does hereby di rect and authori ze the Mayor of the City of Chula Vista to execute said contract for and on behalf of the City of Chula Vista. SECTION 3. This Resolution shall take and be in full force and effect immediately upon the passage and adoption hereof. ;01<-1 SECTION 4. The City Clerk shall certify to the passage and adoption of this Resolution; shall enter the same in the book of original Resolutions of said City; and shall make a minute of the passage and adoption hereof in the minutes of the meeting at which the same is passed and adopted. Presented by APproz ~~o~ Bruce M. Boogaard City Attorney ~~ Chris Salomone Community Development Director WPC 4789H/4790H -2- /#1\ -) AGREEMENT SETTING OUT TERMS AND OBLIGATIONS OF YMCA OF METROPOLITAN SAN DIEGO COUNTY IN REGARD TO THE EXPENDITURE OF CITY FUNDS APPROPRIATED THIS AGREEMENT is made this August 13, 1991, for the purposes of reference only, and effective as of the date last executed between the parties, between the City of Chula Vista ("City") herein, a municipal corporation of the State of California, and YMCA of Metropolitan San Diego County, a non-profit organization ("Grantee"), and is made with reference to the following facts: R.E~lIA.L~ WHEREAS, the City participates in the ConununUy Development Block Grant (CDBG) Program, a principal goal of which is to fund projects and. services which will benefit low and moderate-income Chul a Vista households; and, WHEREAS, the City has entered into a separate funding agreement with HUD for the City's annual CDBG entitlement and also anticipates program income from the Housing Rehabilitation Revolving Fund; and, WHEREAS, the City Council of the City of Chu1a Vista held a pub1 ic hearing and allocated CDBG entitlement and program income funds on May 21, 1991, a portion of which was allocated for the Grantee; and, WHEREAS, the City is desirous of having those certain services for low and moderate-income households, hereinafter enumerated, performed by the Grantee, and WHEREAS, HUD requires the execution of a written agreement setting out the terms and obligations for the expenditure of CDBG funds by the Grantee; and, WHEREAS, Grantee warrants and represents that they are experienced and staffed in a manner such that they can prepare and del iver the services required of Grantee within the time frames herein provided all in accordance with the terms and condition of this Agreement; NOW, THEREFORE, in consideration of the mutual obligations of the parties as herein expressed, the parties hereto agree as follows: 1. Term of Aareement. The term ()f th is agreement shall be for a period of one (1) year, from July 1, 1991 through June 30, 1992. 2. Statement of Work and Schedule. The Grantee shall perform those duties described in the Statement of Work in Exhibit A, attached hereto and incorporated herein. These services shall be provided during the term of this agreement and according to the Performance Schedule in Exhibit A, attached hereto and incorporated herein. WPC 4176M It) I{ --- J -1- 3. low and Moderate Income Reauirement. The services to be performed by Grantee shall ,be provided primarily to persons of low and moderate income households. A minimum of 70% of the persons provided services shall be of low- and moderate-income, as determined by the most current HUD Income Limits for the San Diego SMSA, a copy of which is attached hereto and incorporated herein (Exhibit D). Grantee shall use reasonable means to determine the income level of each person or family served. 4. Comoensation and Budget. The Grantee agrees to expend City-appropriated funds to meet bona fide obligations incurred for personnel costs for Child Abuse Treatment Services staff at the YMCA Family Stress Center. The- City shall compensate Grantee for said services up to a maximum amount not to exceed $20,000 (TWENTY THOUSAND DOLLARS). An itemized budget for said expenses is in Exhibit S, attached hereto and incorporated herein. 5. Reimbursement Pavments. Payment of those City appropriated funds shall be made to Grantee in quarterly installments following receipt of' the .CDBG Expense Reimbursement Claim" form (a blank copy of which is attached) from the Grantee. Expenses itemized on the "Expense Reimbursement Claim" form shall be 1 imited to actual expenses incurred during the period specified on said form, and shall not include any anticipated costs. Grantee shall attach documentation, such as receipts, bills, payrolls, etc. as shall provide reasonable proof of actual expenses incurred. 6. Reoorts. The Grantee shall provide the City with a quarterly report, submitted no later than 40 days after the last day ,of the previous quarter, which includes a brief narrative of the services provided and an itemized accounting of the expenditures of CDBG funds during the previous - quarter. In addition, said report shall include the following statistical data for persons/households served during the previous quarter: - (a) the total number of persons/households served; (b) the number of persons/households. receiving each type of service provided; (c) of the persons/households served, the number of residents and non-residents of Chula Vista; (d) annual gross household income by standard categories, adjusted for family size (low, moderate, other); (e) race or ethnicity according to standard categories (Black, Hispanic, Asian/Pacific Islander, Native American, White); (f) number of female-headed households served. 7. Assignment. The services of YMCA of Metropol itan San Diego County are personal to that organization. The Performance of this agreement may not, by subagreement, be assigned to any other entity without prior written consent of the City. - "'PC 4776H IP 1(' tf -2- 8. Financial Records and Audits. The Grantee shall maintain all financial records for three years following the term of this agreement. The City, at it~ discretion may require the Grantee to provide or allow the City to undertake a complete financial and program audit of its records. Those records. shall contain, at a minimum, the following information for each client served: income, residency, and ethnicity.' The records shall also contain receipts or other proof of all expenditures made with City CDBG funds. 9. ReDresentatives. The Community Development Director, or his/her designated representative, shall represent the City in all matters pertaining to the services rendered pursuant to the agreement and shall administer this agreement on- behalf of the City. The Director of YMCA of Metropolitan San Diego County, or his/her designated representative, shall represent the Grantee in all matters pertaining to the services rendered pursuant to the agreement and shall administer this agreement on behalf of the Grantee. 10. Uniform Administrative Reauirements. The Grantee shall comply' with the app1 icab1e uniform administrative requirements as described in HUD regulation 24 CFR 570.502. This HUD regulation requires compliance with certain sections of 24 CFR Part 85 "Uniform Administrative Requirements for Grants and Cooperative Agreements to State and Local Governments." 11. Other ProQram Reaui rements. The Grantee shall carry out each activity specified under this agreement with all Federal laws and regulations described in 24 CFR 570, Subpart K, with the following exceptions: a) The Grantee does not assume environmental responsibilities described at 24 CFR 570.604; b) The Grantee does not assume responsibi1 ity for initiating the review process under the provisions of 24 CFR 570.612. . 12. AccountinQ Procedure. The Grantee agrees to abide by the requirements of OMB Circular A-122 "Cost Principles for Non-Profit Organizations." The Grantee shall account for use of Block Grant funds separately from other funds so as to demonstrate that the funds are used for their designated purposes. 13. PrOQram Income. Any program income derived from CDBG funds shall be reported to the City and shall only be used by Grantee for the services funded under this agreement. All provisions of this agreement shall apply to the use of program income for said activities. Said program income shall be substantially disbursed for said services before the City will make additional reimbursements to the Grantee. If said program income is on hand when this agreement expires, or is received after expiration of this agreement, then said program income shall be paid to the City. 14. Conditions for Rel igious Oraanizations. If the Grantee is a religious entity, affiliated with a religious entity, or sponsor of religious activities, then Grantee shall abide by the HUD regulations 24 CFR 570.200 (j) which prohibits discrimination on the basis of religion and prohibits the use of funds for religious activities, and places other restrictions and limitations on the Grantee. WPC 4776H /PK".5 -3- 15. Drua-free Worko1ace. The Grantee shall maintain a drug-free workplace at all times for the duration of this contract. 16. lobbying of Federal Officials. The Grantee shall not use any funds provided under this agreement to pay any person for influencing or attempting to influence an officer or employee of any Federal 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 cooperative agreement, and the extension, continuation, renewal, amendment, or modification of any Federal contract, grant, loan, or cooperat i ve agreement. I f Grantee ut i 1 i zes any -other funds for any of the aforementioned purposes, then the Grantee shall complete and submit Standard Form-LLL, "Disclosure Form to Report Lobbying," in accordance with its instructions. 17. Insurance. Grantee represents that it, and its agents, and staff employed by it are protected by worker's compensation insurance and has coverage under pub 1 i c 1 i abi 11 ty and property damage insurance pol i c i es wh i ch this Agreement requires to be demonstrated in the form of a certificate of insurance. Grantee will provide, prior to the commencement .of the services required under this agreement the following certificates of insurance to the City : a) Statutory Worker's Compensation coverage pl us $1 ,000,000 Employers liability coverage; b) General and Automobile Liability coverage to $1,000,000 combined single limit which names the City as an additional insured, and which is primary to any policy which the City may otherwise carry ("primary coverage"), and which treats the employees of the City in the same manner as members of the general public ("cross-liability coverage"). 18. Hold Harmless. Grantee shall defend, indemnify and hold harmless the City, its elected and appointed officers and employees, from and against all claims for damages, liability, cost and expense (including without limitation attorney's fees) arising out of the conduct of the Grantee, or any agency or employee, or others in connect i on wi th the execut i on of the work covered by this Agreement, except only for those claims arising from the sole negligence or sole willful conduct of the City, its officers, or employees. Grantees indemnification shall include any and all costs, expenses, attorney's fees and liability incurred by the City, its officers and agents, or employees in defending against such c1 aims, whether the same proceed to judgement or not. Further, Grantee at its own expense shall, upon written request by the City, defend any such suit or action brought against the City, its officer, agents, or employees. Grantee's indemnification of City shall not be limited by any prior .or subsequent declaration by the Grantee. 19. Susoension and Termination. In accordance with HUD regulation 24 CFR 85.43, Grantee may be suspended or terminated by the City after 30 days written notice to the Grantee due to default by the Grantee or the Grantee's inability to perform, regardless of whether such inability is due to circumstances within or beyond the Grantee's control. The award may be terminated for convenience in accordance with 24 CFR 85.44. Settlement of any disputes shall be based on the laws of the State of California. WPC 4776H I#~-'~ -4- - -. .....-..,., 20. Breach of Contract. The parties reserve the right to'pursue any remedy provided under California law for remedy in instances where contractors violate or breach contract terms. .21. Reversion of Assets. Upon expiration of this agreement, Grantee shall transfer to the City any CDBG funds on hand at the time of expiration and any accounts receivable attributable to the use of CDBG funds, including any program income derived from CDBG funds. IN WITNESS WHEREOF, City and Grantee have executed thi s Agreement this _ day of , 1991. CITY OF CHULA VISTA BY: Tim Nader Mayor, City of Chula Vista ATTEST: City Clerk " APPROVED AS TO FORM BY: Bruce M. Boogaard City Attorney YMCA OF METROPOLITAN SAN DIEGO COUNTY BY:~O~Jb~ Exhibit List Exhibit A. Exhibit B. Exhibit C. Exhibit D. Exhibit E. Statement of Work and Schedule Budget City of Chul a Vista Party Disclosure Statement JlfW S~ANAI~!> HUD Income limits (Revised April 17, 1991). CDBG Expense Reimbursement Clean Form ., . UPC 4776H /#1\ ., 7-5- EXHIBIT A - CITY OF CBOLA VIS~A COMMUNITY DEVELOPMENT BLOCK GRAHT YMCA Famdly stress Center STATEMENT OF WORK FOR 1991-92 1. Description The CDBG funds will be used towards the personnel costs of staff of the Child Abuse Treatment Services (CATS) program. CATS staff will provide individual, family and group counseling services for a minimum of 400 Chula Vista residents (children and adults) who are dealing with the issues of child physical, sexual and emotional abuse. Services will be provided at our main location of 571 Third Avenue, Chula Vista, 91910, and at satellite locations in the South Bay area (generally donated space in public schools or community churches.) - 2. Schedule Section Due to the long term nature of treatment for child sexual abuse, which constitutes approximately eighty per cent of the total service delivery at Family Stress Center, there are a number of cases which are carried over to the next fiscal year. In light of this, it is anticipated that the number of "new" clients will be largest in the first quarter. The estimated schedule is as follows: Cumulative number of individuals seen by: End of first quarter: 190 End of second quarter: 260 End of third quarter: 330 End of fourth quarter: 400 3. Budget - See attached. - /P,f., r CITY OF CHULA VISTA COMMUNITY DEVELOPMENT BLOCK GRANT YMCA Family Stress Center Budget For 1991-92 Gross Salary FICA Unemployment Workers' Compensation Retirement Medical $16,870.00 $1,289.00 $45.00 $670.00 $700.00 $426.00 TOTAL: $20,000.00 IPI( , i EXHIBIT B1 THE CITY OF CHULA VISTA PARTY DISCWSURE STATEMENT f)(HIRIT (~ Statement of disclosure of certain ownership interests, payments, or campaign contributions, on all matters .- which will require discretionary action on the part of the Qty Council, Planning Commissio~ and all other official bodies. The following information must be disclosed: ontractor, 1. List the names of all persons having a financial interest in the contract, subcontractor, material supplier. YMCA OFFICERS AND DIRECTORS (see att ched I1st1ng 2. If any person identified p ant to (1) above is a corporation or partnership,. individuals owning more tha 10% of the shares in the corporation or 0 interest in the partnersbip. N/A · st the names of all . ng any partnership 3. If any person identified pursuant to (1) ab ye is non.profit org .. tion or a trust, list the names of any person serving as director of the no -profit organiza'n or as trustee or beneficiary or trustor of tbe trust. YMCA 'OFFICERS AND DIRECTORS (see attached listinq) 6. Have you and/or your officer Councilmember in tbe curren Councilmember(s ): - 4. Have you bad more tban $250 worth of busines .: 'f acted with any member of the City staff, Boards, Commissions, Committees and Coun. , . thin Yes No ~ If yes, please indicate person(s): 5. '''l.. Please identify eacb and every perso~ fncl ing any agents, e contractors who you have assigned to resent you before th ail Edwards loyees, consultants or independent City in this matter. r agents, in the aggregate, contribute more than $1,000 to a r preceding election period? Yes _ No If yes, state whicb Person is defmed as: "Any individual, estate, trust, receiver, syndicate, this or any other group or combination co-ptl11nership, joint venture, association, social club, fraternal organizo . n, corporation, any other county, city and country, city, municipality, district or other political subdivision, .ng as a unit." (NOTE: Attach additional pages as necessary) Date: August 5, 1991 fl~a~ Signature of contr tor /applicant - [C:\ WP51\COUNCIL\DISCLOSE. TXTJ IPI(-)() Richard A. Co11ato, President & CEO Print or type name of contractor/applicant [Revised: 11/30/90] YMCA OffICeRS AND D1RtcrORS " ICSEHT E AllEl.fm "tJ!dCIIl Hatrdtd ~ DRD t SIGnor .\\anagt"i Partner AI1h.. Andersen Company IAI1fR I BllRWII InGlIenls IR BmOO.I. YMCA Va Chamnan PresJdenI BoWes! CorIlcnbon ANP/8IJ1lR YMCA Va CItanDmon ilrtsIdenI 50uthwestem ~ TV IIJlBllSS becu!rve Vice Pres1denl Oliver McM.1an DR. CHmHIlI . CIIamn.l 0I1Ile Board Chevcrfal & ~ lIRIlY tlIIlRCII1 Atea Va ~ Paa6cBd VIm R. CIRUZ2I YMCA Treasurer Prestdcnl & CEO San 0Ieg0 5poIts Arena FDRIa I CIDlID. ~ 5urgean RIClIARIl " COIl.CJD Prestdent & CfO YMCA 01 San ~ County srm CONNEI YMCA Board of Governors Char Real fslatc InvesImcr.Is JAMES II. COWlEY YMCA VICe Chauman rartner Lt.'Iam & 'w.kms WElROlIGII President & Ger.eral MInaReT KiiSD Chinnel j9 &WI H. ESTELl b,dl M3nager -.'a ....... RON l FllIlIR j-'eSI:lrll! :.Iesa o.>lnbulir~ E:CHAIlD l FREEMAI ;.~:e! :;- ;.~;~ iladres Basebad o~~ H~RlIY n FRElS : ~ :':3:e BrOl:er IJlE 6ABRIRSlI :':.:::c.t =.:.< E.-;:r.eenne CDIr.pany PoB H. 601DSMITII ~'!!:Cer.1 & CfO ~:"1 b:ustnes. Inc CUfFORD I GRMS ......1.:.:.. 5ecrelarv :. ~::C'J .: ~;;:;' G13\'es UqllEJl L HARRAH :-:.-:::',":ce i'resldent & :.~!.;a;er :- ::: T:!:e insl.ll'lllCe ~ORMAN H1cm .: -.t: .:':;'1'mlStrabve OtrlCer ~..~ ':::~ County ROY t HOUTZ ... :e r:es:aenl & Man., ~"r. . -:trSla!e Bank of CalJrOIl'o,a MliRRAJ Il HlI1tIID/SllI .: -1.:-:-1.~ of !he Board ::- c..-:-:J.'3bcI1 M IIYHDMAI ~.~::ern :- - ~ :'1ecunve Camrndtee GOnnON II. JOHNS ~7.a ;~:::e & Touche HUBERT L 00lNBACH '," :e c.~zuman ..:;:~ j~ J~VES 6. ORa ?'~.:!:'l & Owrmar. ..~:.t.:~ 1 ;- G"!.-.t Company At WlCh ~.~:~! . :::~.:-.~ ~ ::.cr MtGROllY .::.:, ,-,Iy Man. : 7, :: 53n Oleao Rem a Me UDD . :' '.:e c.'l.1Irman :.:~:~t ',;. !~~ VOtlIllr.c; I ~ /(., II RICHARD L MANNING \ '~e P:.:s;:U! ?~bk Re!abor.s ~.r (;,~o Gas & fiectr" JOSEPH MARTINEZ i':es:~e;lt 1/.ar.:r.ez, WOrR &~. . RICHARllw. MEADS c.":alllr.an & em ;;".o!.~ & {,leads u.npany BBUClI. MOORE fxecubve Pinner Barney & Barney INI.Il'IIlCe JOSIAH L mPER c.~alTll'.an 01 L'1e Board G:ay. Wry Ames & ~ THOMAS E NOLW fresJdent ~~ea Homes OSCAllI'QlA Y.'.~CA Vice Chatnnan President Oscar Mila Insurance THOMAS PAY1AMT 5uDeIlr.tendetll .san Diego Urufied Ciy Schools RAYMOND t. PElIICE IniematJOr.ai Management Cansulanl ALANR.PERRf Y,\1CA AsslstanI5ecreIary 5er.IOI'Pinner MU5l4. Peeler & GwIl IlAVJ/) l PHIMOTH Cha:rman & CfO Jl'P West fA/Jl R. PIIUWI Pastor hrsI ~ Churcll JAMES H. RmI 5en10l ViCe PresidenI (reored) ." 0 Reed & Ccmoany PAIIU.IIICIfY '(j',~CA C"lrmaIl or IIle Board Mar.a;ln~ Par1ner !\p,', ~G ?eat M.nd Compar,y flIZA8ETH 4. RIGGS ;;,;c.e oi toe MuIllClOal Court :1 U,CI1 JudlCiai Dastnd snmRlOS P'e5leer.' filS! Sect,nty Mor~~ DONALD ROON ('.~C^ irr-:-ellia:e Past o.amnan r~~~'Ctn! T"~ ~ rcu~~ahon MARGE ROUlffiI OIrec!Ol "'D.<o and Sr.r':DS anu: ROBERT SCHACr 5e:-.or VIce rreslaenl ~tclJn!y i'ao!:c Nanonal Bank JAlfES 1 SIIIPSllII YMCA Va Owrmar. rre5loen! 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"'...... ..:a..... 0...... ~...... t/)...... t/)...... t/) H 1-1 co .. :z: 0 U9IHX3 RESOLUTION NO. /~.3} t, RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA APPROVING AGREEMENT BETWEEN THE CITY OF CHULA VISTA AND YMCA OF METROPOLITAN SAN DIEGO COUNTY (FOR SOUTH BAY FAMILY YMCA SUNSHINE CO.) AND AUTHORIZING THE MAYOR TO EXECUTE SAID AGREEMENT WHEREAS, the City participates in the Community Development Block Grant (CDBG) Program, a principal goal of which is to fund projects and services which will benefit low and moderate-income Chula Vista households; and, WHEREAS, the City will be entering into a separate funding agreement with HUD for the City's annual CDBG entitlement and also anticipates program income from the Housing Rehabilitation Revolving Fund; and, WHEREAS, the City Council of the City of Chula Vista held a public heari ng and allocated CDBG ent it 1 ement and program income funds on May 21, 1991, a portion of which was allocated for the Grantee; and, WHEREAS, the City is desirous of having certain services for low and moderate-income households which staff has determined is eligible for CDBG funding, performed by the Grantee, and WHEREAS, HUD requi res the execut i on of a wri tten agreement setting out the terms and obligations for the expenditure of CDBG funds by the Grantee; and, WHEREAS, Grantee warrants and represents that they are experi enced and staffed in a manner such that they can prepare and deli ver the servi ces required of Grantee within the time frames herein provided all in accordance with the terms and condition of this Agreement; NOW, THEREFORE, THE CITY OF THE CITY OF CHULA VISTA DOES HEREBY FIND, DETERMINE ORDER, AND RESOLVE AS FOLLOWS: SECTION 1. The Ci ty Counci 1 does hereby approve the agreement and Standard Addendum #1 to said agreement with YMCA of Metropol itan San Diego County dated August 13, 1991 (Document # ) a copy of which is attached hereto and incorporated herein, the same as though fully set forth herein. SECTION 2. The City Council does hereby di rect and authori ze the Mayor of the City of Chula Vista to execute said contract for and on behalf of the City of Chula Vista. SECTION 3. This Resolution shall take and be in full force and effect immediately upon the passage and adoption hereof. /PL"/ SECTION 4. The City Clerk shall certify to the passage and adoption of this Resolution; shall enter the same in the book of original Resolutions of said City; and shall make a minute of the passage and adoption hereof in the minutes of the meeting at which the same is passed and adopted. Presented by ~~ Chris Salomone Community Development Director WPC 4789H/4790H jIlL-,) -2- APproz ~.fy Bruce M. Boogaard City Attorney II . . AGREEMENT SETTING OUT TERMS AND OBLIGATIONS OF YMCA OF METROPOLITAN SAN DIEGO COUNTY IN REGARD TO THE {XPENDITURE OF CITY FUNDS APPROPRIATED THIS AGREEMENT 1 s made thi s August 13, 1991, for the purposes of reference only, and effective as of the date last executed between the parties, between the City of Chu1a Vista (WCityW) herein, a municipal corporation of the State of California, and YMCA of Metropolitan San Diego County, a non-profit organization (WGranteeW), and is made with reference to the following facts: Bf'lIA1~ WHEREAS, the City participates in the Community Development Block Grant (CDBG) Program, a principal goal of which is to fund projects and services which will benefit low and moderate-income Chu1a Vista households; and, WHEREAS, the City has entered into a separate funding agreement with HUD for the City's annual COBG entitlement and also anticipates program income from the Housing Rehabilitation Revolving Fund; and, WHEREAS, the City Council of the City of Chul a Vista held a public heari ng and allocated CDBG ent it 1 ement and program income funds on May 21, 1991, a portion of which was allocated for the Grantee; and, WHEREAS, the City is desi rous of having those certain services for low and moderate-income households, hereinafter enumerated, performed by the Grantee, and WHEREAS, HUD requires the execution of a written agreement setting out the terms and obligations for the expenditure of COBG funds by the Grantee; and, WHEREAS, Grantee warrants and represents that they are experienced and staffed in a manner such that they can prepare and deliver the services required of Grantee within the time frames herein provided all in accordance with the terms and condition of this Agreement; . NOW, THEREFORE, in consideration of the mutual obl igations of the parties as herein expressed, the parties hereto agree as follows: 1. Term of Aareement. The term of this agreement shall be for a period of one (1) year, from July 1, 1991 through June 30, 1992. 2. Statement of Work and Schedule. The Grantee shall perform those duties described in the Statement of Work in Exhibit A, attached hereto and incorporated herein. These services shall be provided during the term of this agreement and according to the Performance Schedule in Exhibit A, attached hereto and incorporated herein. "PC 4nSH IPL ~} -1- ~ ." 3. low and Moderate Income Reauirement. The services to be performed by Grantee shall be provided primarily to persons of low and moderate income households. A minimum of 70% of the persons provided services shall be of low- and moderate-income, as determined by the most current HUD Income Limits for the San Diego SMSA, a copy of which is attached hereto and incorporated herein (Exhibit D). Grantee shall use reasonable means to determine the income level of each person or family served. ~~ 4. ComDensatlon and Budaet. The Grantee/~grees to expend City-appropriated funds to meet bona fide obl igation~.J.~~urred for general 'operating expenses including personnel costs for the YMCA Sunshine Company Childcare Program. The City shall compensate Grantee for said services up to a maximum amount not to exceed $15,000 (FIFTEEN THOUSAND DOLLARS). An itemized budget for said expenses is in Exhibit B, attached hereto and incorporated herein. 5. Reimbursement PaYments. Payment of those City appropriated funds shall be made to Grantee in monthly installments following receipt of the "CDBG Expense Reimbursement Claim" form (a blank copy of which is attached) from the Grantee. Expenses itemized on the "Expense Reimbursement Claim" form shall be limited to actual expenses incurred during the period specified on said form, and shall not include any anticipated costs. Grantee shall attach documentation, such as receipts, bills, payrolls, etc. as shall provide reasonable proof of actual expenses incurred. 6. ReDorts. The Grantee shall provide the City with a quarterly report, submitted no later than 40 days after the last day of the previous quarter, which includes a brief narrative of the services provided and an - itemized accounting of the expenditures of CDBG funds during the previous quarter. In addition, said report shall include the following statistical data for persons/households served during the previous quarter: ..._IIt" (a) the total number of persons/households served; (b) the number of persons/households receiving each type of service provided; (c) of the persons/households served, the number of residents and non-residents of Chula Vista; (d) annual gross household income by standard categories, adjusted for family size (low, moderate, other); (e) race or ethnicity according to standard categories (Black, Hispanic, Asian/Pacific Islander, Native American, White); (f) number of female-headed households served. 7. Assianment. The services of YMCA of Metropol itan San Diego County are personal to that organization. The Performance of this agreement may not, by subagreement, be assigned to any other entity without prior written consent of the City. - WPC 4775M I~L-'I -2- 8. Financial Records and Audits. The Grantee shall maintain all financial records for three years following the term of this agreement. The City, at its discretion may require the Grantee to provide or allow the City to undertake a complete financial and program audit of its records. Those records shall contain, at a minimum, the following information for each client served: income, residency, and ethnicity. The records shall also contain receipts or other proof of all. expenditures made with City CDBG funds. 9. ReDresentatives. The Community Development Director, or his/her designated representative, shall represent the City in all matters pertaining to the services rendered pursuant to the agreement and shall administer this agreement on behalf of the City. The Director of YMCA of Metropolitan San Diego County, or his/her designated representative, shall represent the Grantee in all matters pertaining to the services rendered pursuant to the agreement and shall administer this agreement on behalf of the Grantee. 10. Uniform Administrative Reauirements. The Grantee shall comply with the appl icable uniform administrative requirements as described in HUD regulation 24 CFR 570.502. This HUD regulation requires compliance with certain sections of 24 CFR Part 85 "Uniform Administrative Requirements for Grants and Cooperative Agreements to State and local Governments." 11. Other Proaram Reauirements. The Grantee shall carry out each activity specified under this agreement with all Federal laws and regulations described in 24 CFR 570, Subpart K, with the following exceptions: a) The Grantee does not assume environmental responsibilities described at 24 CFR 570.604; b) The Grantee does not assume responsibil ity for initiating the review process under the provisions of 24 CFR 570.612. 12. Accountina Procedure. The Grantee agrees to abide by the requirements of OMB Circular A-122 "Cost Principles for Non-Profit Organizations." The Grantee shall account for use of Block Grant funds separately from other funds so as to demonstrate that the funds are used for their designated purposes. 13. Proaram Income. Any program income derived from CDBG funds shall be reported to the City and shall only be used by Grantee for the services funded under this agreement. All provisions of this agreement shall apply to the use of program income for said activities. Said program income shall be substantially disbursed for said services before the City will make additional reimbursements to the Grantee. If said program income is on hand when this agreement expires, or is received after expiration of this agreement, then said program income shall be paid to the City. 14. Conditions for Reliaious Oraanizations. If the Grantee is a religious entity, affiliated with a religious entity, or sponsor of religious activities, then Grantee shall abide by the HUD regulations 24 CFR 570.200 (j) which prohibits discrimination on the basis of religion and prohibits the use of funds for religious activities, and places other restrictions and limitations on the Grantee. UPC 4775M -3- )/)1,-5 15. Drua-free WorkDl ace. The Grantee shall maintain a drug-free workplace at all times for the duration of this contract. 16. Lobbving of Federal Officials. The Grantee shall not use any funds provided under this agreement to pay any person for influencing or attempting to influence an officer or employee of any Federal 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 cooperative agreement, and the extension, continuation, renewal, amendment, or modification of any Federal contract, grant, loan, or cooperative agreement. If Grantee utll izes any other funds for any of the aforementioned purposes, then the Grantee shall complete and submit Standard Form-LLL, .Disclosure Form to Report Lobbying,. in accordance with its instructions. 17. Insurance. Grantee r~presents that it, and its agents, and staff employed by it are protected by worker's compensation insurance and has coverage under public 1 iabil ity and property damage insurance pol icies which this Agreement requires to be demonstrated in the form of a certificate of insurance. Grantee will provide, prior to the conrnencement of the services required under this agreement the following certificates of insurance to the City : a) Statutory Worker's Compensation coverage plus $1,000,000 Employers liability coverage; b) General and Automobile Liability coverage to $1,000,000 combined single limit which names the City as an additional insured, and which is primary to any policy which t~e City may otherwise carry (.primary coverage"), and which treats the employees of the City in the same manner as members of the general public ("cross-liability coverage"). 18. Hold Harmless. Grantee shall defend, indemnify and hold harmless the City, its elected and appointed officers and employees, from and against all claims for damages, liability, cost and expense (including without limitation attorney's fees) arising out of the conduct of the Grantee, or any agency or emp 1 oyee, or others in connect i on wi th the execut i on of the work covered by this Agreement, except only for those claims arising from the sole negligen~e or sole willful conduct of the City, its officers, or employees. Grantees indemnification shall include any.and all costs, expenses, attorney's fees and liability incurred by the City, its officers and agents, or employees tn defending against such claims, whether the same proceed to judgement or not. Further, Grantee at its own expense shall, upon written request by the City, defend any such suit or action brought against the City, its officer, agents, or employees. Grantee's indemnification of City shall not be limited by any prior or subsequent declaration by the Grantee. 19. SusDension and Termination. In accordance with HUD regulation 24 CFR 85.43, Grantee may be suspended or terminated by the City after 30 days written notice to the Grantee due to default by the Grantee or the Grantee's inability to perform, regardless of whether such inability is due to circumstances within or beyond the Grantee's control. The award may be terminated for convenience in accordance with 24 CFR 85.44. Settlement of any disputes shall be based on the laws of the State of California. "PC 4715" -4- j;t-f, - - - 20. Breach of Contract. The parties reserve the right to pursue any remedy provided under California law for remedy in instances where contractors violate or breach contract terms. 21. Reversion of Assets. Upon expiration of this agreement, Grantee shall transfer to the City any CDBG funds on hand at the time of expiration and any accounts receivable attributable to the use of CDBG funds, including any program income derived from CDBG funds. . IN WITNESS WHEREOF, City and Grantee have executed this Agreement this ____ day of , 1991. CITY OF CHULA VISTA BY: Tim Nader Mayor, City of Chula Vista ATTEST: City Clerk APPROVED AS TO FORM BY: Bruce M. Boogaard City Attorney YMCA OF METROPOLITAN SAN DIEGO COUNTY ~y: ~jk4-r. ~ / Exhibit List Exhibit A. Statement of Work and Schedule Exhibit B. Budget . Exhibit C. City of Chula Vista Party Disclosure Stat~ment . Exhibit D. HUD Income Limits (Revised April 17, 1991) _\~t. Exhibit E. CDBG Expense Reimbursement Clean Form ~D~ ~r ,. st "PC 4775H I/)L .. 7 -5- South Bay Family YMCA Chlldcare Program Statement of Work ElR\B\l B The Sunshine Company is a state licensed, national YMCA childcare program offered by the South Bay Family YMCA. The program provides childcare for children in kindergarten through sJxth grade. No child shall be discrimlnated against because of race, sex, color, nationality, age, or handicap. Each child will be treated equally. There will be no physical segregation not any dlscrlmlnation against any child. CDBG finds will be used to provide YMCA Sunshine Company Chlldcare to low income families residing In the community, Funds will be used for supplies and equipment such as: books, games, sports equipment, first aid supplies, craft and science projects, nutritional snacks; as well as staff wages, benefits, insurance, and other necessary operational costs. Our school age ehildcare sites will operate during the school year on a dally basis when school is in session. The after school sites; Feaster, Vista Square, & Harborside; will begin upon school dismissal and continue until 6:00 pm. Our all day site at Hilltop Elementary School will open at 6:30 am and operate until 6:00 pm. EXHIBIT A '" Revised Budget for Block Grant Funds Equipment/Supplies Vehicles (youth bus) lease, insurance, gas & maintenance $11,700 $1,000 $600 $1,600 Salaries/Benefits Food/Snack . Training, workshops, conferences $200 $16,000 Ill- ~ .,_.~~._",,",-~...--~~--.,_.........-_.- THE CITY OF CHULA JIlSTA PAKIY DISCLOSURE STATEMENT (lHIRIT C - Statement of disclosure of certain ownership interests, payments, or campaign contributions, on all matters which will require discretionary action on the part of the City Council, Planning Commissio~ and all other official bodies. The following information must be disclosed: 1. 2. 3. a financial interest in contractor, ~J\-J:!.t> of M~~ . H any person identified purs individuals owning more tha interest in the partnership. N/A t to (1) above is a corporation or B. ership, list the names of all 0% of the shares in the corpor Ion or owning any partnership H any person identified pursuant to (1) of any person serving as director of the trustor of the trust. .. sn: A-ITrtCHEb LIST. fit organization or a trust, list the names ganization or as trustee or beneficiary or - 4. Have you had more than $250 worth of b iness ansacted with any member of the City staff, Boards, Commissions, Committees and .,. ncll wit .n the past twelve months? Yes_ No ~ If yes, please indicate person( . 5. 6. . Please identify each and every perso contractors who you have assigned Chris Chase cluding any agen employees, consultants or independent represent you befor the Oty in this matter. Have you and/or your 0 Councilmember in the Counci1member(s ): rs or agents, in the aggregate, con .buted more than $1,000 to a nt or preceding election period? Yes No.1L If yes, state which Person is defined as: "Any indi . estate, trust, receiver, syndiCD1e, or any other group or combin I .~ ftnn, co-portnenhip, joint venture, association, social club, frate al otganizotion, corporation, and any other county, city and country, city, municipality, disbict 0 ther political subdivision, acting as a unit." Date: (NOTE: Attach addition Augus ges as necessary) 1991 y AJ~~L;4- Sign;;lture of contractor/applicant -- IC:\ WP51\COUNCIL\DISCLOSE. TXl1 /1)[ "'1 Richard A. Collato, President & CEO Print or type name of contractor/applicant [Revised: 11/30/90] South Bay Family YMCA Board of Management Roster 1991-92 Vince Acosta, Member Dick Kau, Member CA DepL of Rehabilitation Sells Dirt Penny Allen, 0Wr Rosemary Lane, Member Allen & Company Chula Vista Public library Ken Baumgartner, Member Sandra Mmphy, Vice Chair McMillin Communities Cox Cable of San Diego Mickie Beyer, Member Kathy Parker, Vice Chair Paradise Valley Hospital San Diego Trust & Savings Don Blind, Member Mike Pradels, Member Laidlaw Waste Systems, Inc. CreaserlPrice Insurance Joanne Carson, Member Ken Screeton, Member McMillin Communities Art Sellgren, Member clo Rohr Industries Dr. John Shockley, M.D., Member Pat Cavanaugh, Member The Star News Dr. Dan Cepin, M.D., Member Larry Cunningham, Sec- Trea The Plumbing Store Chuck Day, Member Scripps Memorial Hosp. C.V. Mary Lynn Deddeh, Member , Pam Smith, Member Social Secmity Administration Patricia Smith, Member Rohr Industries Mel Taunt, Member INFOCON John Vugrin, Immediate Past Chair Chula Vista School District Ric Williams, Member Pointe Builders Katy Wright, Member FJ:I!d'T J:l1ce :Development Company Chris Chase, Executive Director South Bay Family YMCA Susie Conners, Member SDG&E Melvin Cowherd, Member Ge:ri Dillingham, Member North Island Federal Credit Union Mike Finch, Vice Cbair R.C.P. Block Doug Fuller, Vice Chair Fuller FordIHonda Keith Gentry, Member Rohr Industries Fred Harder, Member Paradise Valley Hospital Carl Harry, Member Bill Hauf, Member San Miguel Partners Barbara Hunsaker, Member Senator Wadie Deddeh I/)L -/IJ ~I .... ......... .... .... '-' '-' .... v v I.,.) I.,.) I.,.) I.,.) U 00 00 00 00 an I.t) 00- ano an II) 011) 011) ano 00 00 11)0 11)11) ....o::t an "I O\~ ....0\ 01"'- \ON ....0 \00 anN an.... 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RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA APPROVING AGREEMENT BETWEEN THE CITY OF CHULA VISTA AND YMCA OF METROPOLITAN SAN DIEGO COUNTY (FOR SOUTH BAY FAMILY YMCA SUMMER DAY CAMP) AND AUTHORIZING THE MAYOR TO EXECUTE SAID AGREEMENT WHEREASt the City participates in the Community Development Block Grant (CDBG) Programt a principal goal of which is to fund projects and servi ces whi ch will benefi t low and moderate- income Chul a Vi sta households; andt WHEREASt the City will be entering into a separate funding agreement with HUD for the City's annual CDBG entitlement and also anticipates program income from the Housing Rehabilitation Revolving Fund; andt WHEREASt the City Council of the City of Chula Vista held a publ ic heari ng and allocated CDBG ent it 1 ement and program income funds on May 21 t 1991t a portion of which was allocated for the Grantee; andt WHEREASt the City is desirous of having certain services for low and moderate-income households which staff has determined is eligible for CDBG fundingt performed by the Granteet and WHEREASt HUD requires the execution of a written agreement setting out the terms and obligations for the expenditure of CDBG funds by the Grantee; and, WHEREAS t Grantee warrants and represents that they are experi enced and staffed in a manner such that they can prepare and del iver the services required of Grantee within the time frames herein provided all in accordance with the terms and condition of this Agreement; NOW, THEREFORE, THE CITY OF THE CITY OF CHULA VISTA DOES HEREBY FIND, DETERMINE ORDERt AND RESOLVE AS FOLLOWS: SECTION 1. The City Council does hereby approve the agreement and Standard Addendum #1 to said agreement with YMCA of Metropol itan San Diego County dated August 13, 1991 (Document # ) a copy of which is attached hereto and incorporated hereint the same as though fully set forth herein. SECTION 2. The City Counc il does hereby direct and authori ze the Mayor of the City of Chula Vista to execute said contract for and on behalf of the City of Chula Vista. SECTION 3. This Resolution shall take and be in full force and effect immediately upon the passage and adoption hereof. jP/1-' I SECTION 4. The City Clerk shall certify to the passage and adoption of this Resolution; shall enter the same in the book of original Resolutions of said City; and sha 11 make a mi nute of the passage and adoption hereof in the minutes of the meeting at which the same is passed and adopted. ~~ APpro4.: ~~Or Bruce M. Boogaard City Attorney Presented by Chris Salomone Community Development Director WPC 4789H/4790H -2- 1~/1',2 ,", AGREEMENT SETTING OUT TERMS AND OBLIGATIONS OF YMCA OF METROPOLITAN SAN DIEGO COUNTY IN REGARD TO THE EXPENDITURE OF CITY FUNDS APPROPRIATED THIS AGREEMENT is made this August 13, 1991, for the purposes of reference only, and effective as of the date last executed between the parties, between the City of Chula Vista ("City") herein, a municipal corporation of the State of California, and YMCA of Metropolitan San Diego County, a non-profit organization ("Grantee"), and is made with reference to the following facts: B.EtlIAl~ WHEREAS, the CUy participates in the Convnunity Development Block Grant (CDBG) Program, a principal goal of which is to fund projects and services which will benefit low and moderate-income Chu1a Vista households; and, WHEREAS, the City has entered into a separate funding agreement with HUD for the City's annual CDBG entitlement and also anticipates program income from the Housing Rehabilitation Revolving Fund; and, WHEREAS, the City Counei 1 of the City of Chul a Vi sta held a publ ic hearing and allocated CDBG entitlement and program income funds on May 21, 1991, a portion of which was allocated for the Grantee; and, WHEREAS, the City is desirous of having those certain services for low and moderate-income households, hereinafter enumerated, performed by the Grantee, and WHEREAS, HUD requires the execution of a written agreement setting out the terms and obligations for the expenditure of CDBG funds by the Grantee; and, WHEREAS, Grantee warrants and represents that they are experienced and staffed in a manner such that they can prepare and deliver the services required of Grantee within the time frames herein provided all in accordance with the terms and condition of this Agreement; NOW, THEREFORE, in consideration of the mutual obligations of the parties as herein expressed, the parties hereto agree as follows: 1. Term of Aareement. The term -of this agreement shall be for a period of one (1) year, from July 1, 1991 through June 30, 1992. 2. Statement of Work and Schedule. The Grantee shall perform those duties described in the Statement of Work in Exhibit A, attached hereto and incorporated herein. These services shall be provided during the t~rm of this agreement and according to the Performance Schedule in Exhibit A, attached- hereto and incorporated herein. WPC 4774M I~;f#? -1- 3. Low and Moderate Income Reauirement. The services to be performed by Grantee shall. be provided primarilY to persons of low and moderate income households. A mini~um of 70% of the persons provided services sha 11 be of low- and moderate- income, as determi ned by the most current HUD Income Limits for the San Diego SMSA, a copy of which is attached hereto and incorporated herein (Exhibit D).' Grantee shall use reasonable means to determine the income level of each person or family served. 4. Comoensation and Budaet. The Grantee ~e~to expend City-appropriated funds to meet bona fide obligations incurred for general operating expenses including personnel costs for the . Family YMCA SUlIIIler Day tamp. The City shall compensate Grantee for said services up to a maximum amount not to exceed $5,500 (FIVE THOUSAND, FIVE HUNDRED DOLLARS). An itemized budget for said expenses is in Exhibit B, attached hereto and incorporated herein. 5. Reimbursement PaYments. Payment of those City appropriate~ funds shall be made to Grantee in a single installment following receipt of the .CDBG Expense Reimbursement Claim" form (a blank copy of which is attached) from the Grantee. . Expenses itemized on the "Expense Reimbursement Cl aim" form shall be 1 imited to actual expenses incurred during the period specified on said form, and shall not include any anticipated costs. Grantee shall attach documentation, such as receipts, bills, payrolls, etc. as shall provide reasonable proof of actual expenses incurred. 6. Reoorts. The Grantee shall provide the City with a quarterly report, submitted no later than 40 days after the last day of the previous quarter, which includes a brief narrative of the services provided and an itemized accounting of the expenditures of CDBG funds during the previous quarter. In addition, said report shall include the following statistical data for persons/households served during the previous quarter: (a) the total number of persons/households served; (b) the number of persons/households receiving each type of service provided; (c) of the persons/households served, the number of residents and non-residents of Chula Vista; (d) annual gross household income by standard categories, adjusted for family size. (low, moderate, other); (e) race or ethnicity according to standard categories (Black, Hispanic, Asian/Pacific Islander, Native American, White); (f) number of female-headed households served. 7. Assianment. The services of YMCA of ,Metropol itan. San Diego County are personal to that organization. The Performance of this agreement may not, by subagreement, be assigned to any other entity without prior written consent of the City. WPC 4774H 1~/1- ~ -2- - - . - 8. Financial Records and Audits. The Grantee shall maintain all financial records for three years following the term of this agreement. The City, at its discretion may require the Grantee to provide or allow the City to undertake a complete financial and program audit of its records. Those records shall contain, at a minimum, the following information for each client . . served: income, residency, and ethnicity. The records shall also contain receipts or other proof of all expenditures made with City CDBG funds. 9. ReDresentatives. The Community Development Director, or his/her designated representative, shall represent the City in all matters pertaining to the services rendered pursuant to the agreement and shall administer this agreement on behalf of the City. The Director of YMCA of Metropolitan San Diego County, or his/her designated representative, shall represent the Grantee in all matters pertaining to the services rendered pursuant to the agreement and shall administer this agreement on behalf of the Grantee. 10. Uniform Administrative Reouirements. The Grantee shall comply with the applicable uniform administrative requirements as described in HUD regulation 24 CFR 570.502. This HUD regulatioQ requires compliance with certain sections of 24 CFR Part 85 "Uniform Administrative Requirements for Grants and Cooperative Agreements to State and Local Governments." 11. Other Proaram Reou i rements. The Grantee shall carry out each activity specified under this agreement with all Federal laws and regulations described in 24 CFR 570, Subpart K, with the following exceptions: a) The Grantee does not assume environmental responsibil ities described at 24 CFR 570.604; b) The Grantee does not assume responsibility for initiating the review process under the provisions of 24 CFR 570.612. 12. Accountina Procedure. The Grantee agrees to abide by the requirements of OMB Ci rcul ar A-122 "Cost Principles for Non-Profit Organizations." The Grantee shall account for use of Block Grant funds separately from other funds so as to demonstrate that the funds are used for their designated purposes. 13. Proaram Income. Any program income derived from CDBG funds shall be reported to the City and shall only be used by Grantee for the services funded under this agreement. All provisions of this agreement shall apply to the use of program income for said activities. Said program income shall be substantially disbursed for said services before the City will make additional reimbursements to the Grantee. If said program income is on hand when this agreement expires, or is received after expiration of this agreement, then said program income shall be paid to the City. 14. Conditions for Rel iaious Oraanizations. If the Grantee is a religious entity, affiliated with a religious entity, or sponsor of religious activities, then Grantee shall abide by the HUn regulations 24 CFR 570.200 (j) which prohibits discrimination on the basis of religion and prohibits the use of funds for religious activities, and places other restrictions and limitations on the Grantee. "PC 4774M /#11- 5 -3- 15. Drua-free WorkDlace. The Grantee shall maintain a drug-free workplace at all times for the duration of this contract. ~. 16. lobbvina of Federal Officials. The Grantee shall not use any funds provided under this agreement to pay any person for influencing or attempting to influence an officer or employee of any Federal 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 cooperative agreement, and the extension, continuation, renewal, amendment, or modification of any Federal contract, grant, loan, or cooperative agreement. If Grantee util izes any other funds for any of the aforementioned purposes, then the Grantee shall complete and submit Standard Form-lll, "Disclosure Form to Report lobbying," in accordance with its instructions. 17. Insurance. Grantee represents that it, and its agents, and staff employed by it are protected by worker's compensation insurance and has coverage under public liabil ity and property damage insurance policies which this Agreement requires to be demonstrated in the form of a certificate of insurance. Grantee will provide, prior to the convnencement of the services required under this agreement the following certificates of insurance to the City : a} Statutory Worker's Compensation coverage plus $1,000,000 Employers liability coverage; b} General and Automobile liability coverage to $1,000,000 combined single limit which names the City as an additional insured, and which is primary to any policy which the City may otherwise carry ("primary coverage"), and which treats the employees of the City in the same manner as members of the general public ("cross-liability coverage"). 18. Hold Harmless. Grantee shall defend, indemnify and hold harmless the City, its elected and appointed officers and employees, from and against all claims for damages, liability, cost and expense (including without limitation attorney's fees) arising out of the conduct of the Grantee, or any agency or employee, or others in connect i on wi th the execut i on of the work covered by this Agreement, except only for those claims arising from the sole negligence or sole willful conduct of the City, its officers, or employees. Grantees indemnification shall include any and all costs, expenses, attorney's fees and liability incurred by the City, its officers and agents, or employees in defending against such claims, whether the same proceed to judgement or not. Further, Grantee at its own expense shall, upon written request by the City, defend any such suit or action brought against the City, its officer, agents, or employees. Grantee's indemnification of City shall not be limited by any prior or subsequent declaration by the Grantee. 19. SusDension and Termination. In accordance with HUD regulation 24 CFR 85.43, Grantee may be suspended or terminated by the City after 30 days written notice to the Grantee due to default by the Grantee or the Grantee's inability to perform, regardless of whether such inability is due to ~ircumstances within or beyond the Grantee's control. The award may be terminated for convenience in accordance with 24 CFR 85.44. Settlement of any disputes shall be based on the laws of the State of California. "PC 4174M IP/}-(, -4- - - 20. Breach of Contract. The parties reserve the right to pursue any remedy provided under California law for remedy in instances where contractors violate or breach contract terms. . 21. Reversion of Assets. Upon expiration of this agreement, Grantee shall transfer to the City any CDBG funds on hand at the time of expiration and any accounts receivable attributable to the use of CDBG funds, including any program income derived from CDBG funds. IN WITNESS WHEREOF, City and Grantee have executed th is Agreement this _ day of , 1991. CITY OF CHULA VISTA BY: Tim Nader Mayor, .City of Chula Vista ATTEST: City Clerk APPROVED AS TO FORM BY: Bruce M. Boogaard City Attorney YMCA OF METROPOLITAN SAN DIEGO COUNTY ~BY: ~~ ;~t;~'4 Exhibit List Exhibit A. Statement of Work and Schedule Exhibit B. Budget D Exhibit C. City of Chula Vista Party Disclosure State~ent ....' Exhibit D. HUD Income Limits (Revised April 17, 1991) tA Exhibit E. CDBG Expense Reimbursement Clean Form l' ,10 "PC 4774H /tJ/1- 7 -5- South Bay Family YMCA ..Snmmer Day Camp EXHIBIT A Statement of Work EXHIBIT 8 The YMCA Day Camp provides a safe, supportive, stimulating, age appropriate program for all campers. No child shall be discriminated against because of race, sex, color, nationality, age, or handicap. Each child will be treated equally. There will be no physical segregation nor any discrimination against any child. Children served will primarily be those who need all day supervision while parents are working or attending school. Our Day Camp is designed to serve girls and boys entering kindergarten through 8th grade. We also have a counselor-in- training program for youths entering 9th through 12th grades which provides training and develops leadership skills. CDBG finds will be used to provide Summer Day Camp services Monday through Friday, 6:30 am to 6:00 pm to low income families residing in the community. Funds will be used for supplies and equipment such as books, games, craft supplies, sports equipment, first aid supplies, science project supplies, and nutritional snacks; as well as field trips, staff wages, benefits, and insurance, and other necessary operational costs. Swnmer Day Camp will begin on June 20,1991 and continue through the entire school break. Camp will end on September 9, 1991. (This covers the entire summer break in the Chula Vista City School District schedule.) Revised Budget for Block Grant Funds SalarieslBenefits $1,000 $1,500 $2,000 $1,000 Equipment/Supplies Field Trips Vehicles (for field trips) lease, insurance, gas & maintenance $5,500 /~11- !' THE CITY OF CHULA VISTA PAR7Y DISCLOSURE STATEMENT F.XHIRIT t Statement of disclosure of certain ownership interests, payments, or campaign contributions, on all matters which will require discretionary action oil the part of the City Council, Planning Commission, and all other official bodies. The following information must be disclosed: -, 1. List the names of all persons having a financial interest in the contract, i:e., contractor, subcontracto m terial supplier. 2. ursuant to (1) above is a corporation or pa irship, list the names of all individuals owning more an 10% of the shares in the corporatio }br owning any partnership interest in the partnership. i!'. N/A 3. 4. 5. 6. If any person identified pursuant to 1) above is non-profi of any person serving as director of e non-profit org trustor of the trust. -~. rganization or a trust, list the names . tion or as trustee or beneficiary or .- Have you had more than $250 worth of busi Boards, Commissions, Committees and Cou No ~ If yes, please indicate person(s): transacted with any member of the City staff, in the past twelve months? Yes_ Please identify each and every person, . contractors who you have assigned to Chris Chase uding any age , employees, consultants or independent present you befo tbe City in this matter. Have you and/or your office or agents, in the aggregate, cont Councilmember in the curre or preceding election period? Councilmember(s ): uted more than $1,000 to a No -2:... If yes, state which Date: (NOTE: Attach additional p August 5, -. Person is defined as: ~y individu estate, tluSt, receiver, syndicate, this Dr any other group Dr combinatio nn, co-partnership, joint venture, association, social club, fratema rganizotion, corporation, d any other county, city and country, city, municipality, district or 0 I political subdivision, ring as a unit." .~ Si ature of contractor applicant {C:\WP51\COUNOL\DISCLOSE.TXTj IR/1-' Richard A. Collato, President & CEO Print or type name of contractor/applicant (Revised: 11/30/90) South Bay Family YMCA Board of Management Roster 1991-92 Vmce Acosta, Member .. CA Dept of Rehabilitation Penny Allen, Chair Allen & Company Ken Baumgartner, Member McMillin Communities Mickie Beyer, Member Paradise Valley Hospital Don Blind, Member Laidlaw Waste Systems, Inc. J~e Carson, Member Pat Cavanaugh, Member The Star News Dr. Dan Cepin, M.D., Member Dick Kau, Member Sells Dirt Rosemary Lane, Member Chula Vista Public library Sandra Murphy, Vice Chair Cox Cable of San Diego Kathy Parker, Vice Chair San Diego Trust & Savings Mike Pradels, Member CreaserlPrice Insurance Ken Screeton, Member McMillin Communities Art Sellgren, Member clo Rohr Industries Dr. John Shockley, M.D., Member Chris Chase, Executive Director South Bay Family YMCA Susie Conners, Member SDG&E Melvin Cowherd, Member Lmy Cunningham, Sec- 'Ii'ea The Plumbing Store Chuck Day, Member Scripps Memorial Hasp. C.V. Mary Lynn Deddeh, Member Pam Smith, Member Social Secmity Administration Patricia Smith, Member Rohr Industries Mel Taunt, Member INFOCON John Vugrin, Immediate Past Chair Chula Vista School District Ric Williams, Member Pointe Builders Katy Wright, Member F.09~tT ~1ce Development Company Geri Dillingham, Member North Island Federal Credit Union Mike Fmch, Vice Clair RoC.P. Block Doug Fuller, Vice Chair Fuller FordIHonda Keith Gentry, Member Rohr Industries Fred Harder, Member Paradise Valley Hospital Carl Harry, Member Bill Hauf, Member San Miguel Partners Barbara Hunsaker, Member Senator Wadie Deddeh J~/1'/~ ID .-t C >t Gl O\Ill.-tEi ........0 "'Eit) >t Gl lIS C C&<:sro...... I I 1 U) Eo4 .... :'I: .... M ~ :E 8 z .... 1 1 1 1 I ~I ID III Gl 104 .c c III ~ .... .-t o o 104 ~ Gl :'I: III .... C 104 o lW .... .-t III U C 104 01 .c: ~ ::s o U) o 1191HX3 !I ~I 00 In~ "~ ... .. O~ InM 00 Oln "M ... ... ....N ~M 104 Gl Cl. U> 00 00 "M ... ... ~o ~M 104 01 Cl. In 00 1n0 ON ... ... 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SOl e,. ~ RESOLUTION NO. 1/,31 r RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA APPROVING AGREEMENT BETWEEN THE CITY OF CHULA VISTA AND LUTHERAN SOCIAL SERVICES OF SOUTHERN CALIFORNIA AND AUTHORIZING THE MAYOR TO EXECUTE SAID AGREEMENT WHEREAS, the City participates in the Community Development Block Grant (CDBG) Program, a principal goal of which is to fund projects and services which will benefit low and moderate-income Chula Vista households; and, WHEREAS, the City will be entering into a separate funding agreement with HUD for the City's annual CDBG ent it 1 ement and also ant i c i pates program income from the Housing Rehabilitation Revolving Fund; and, WHEREAS, the City Council of the City of Chula Vista held a public hearing and allocated CDBG entitlement and program income funds on May 21, 1991, a portion of which was allocated for the Grantee; and, WHEREAS, the City is desirous of having certain services for low and moderate-income households which staff has determined is eligible for CDBG funding, performed by the Grantee, and WHEREAS, HUD requires the execution of a written agreement setting out the terms and obligations for the expenditure of CDBG funds by the Grantee; and, WHEREAS, Grantee warrants and represents that they are experi enced and staffed in a manner such that they can prepare and del iver the services required of Grantee within the time frames herein provided all in accordance with the terms and condition of this Agreement; NOW, THEREFORE, THE CITY OF THE CITY OF CHULA VISTA DOES HEREBY FIND, DETERMINE ORDER, AND RESOLVE AS FOLLOWS: SECTION 1. The City Council does hereby approve the agreement and Standard Addendum #1 to said agreement with Lutheran Social Services of Southern Cal Hornia dated August 13, 1991 (Document # ) a copy of which is attached hereto and incorporated herein, the same as though fully set forth herein. SECTION 2. The City Council does hereby direct and authorize the Mayor of the City of Chula Vista to execute said contract for and on behalf of the City of Chula Vista. SECTION 3. This Resolution shall take and be in full force and effect immediately upon the passage and adoption hereof. 10 N' I SECTION 4. The City Clerk shall certify to the passage and adoption of this Resolution; shall enter the same in the book of original Resolutions of said City; and shall make a minute of the passage and adoption hereof in the minutes of the meeting at which the same is passed and adopted. Presented by Approved as to form by Bruce~o~:r~ City Attorney ~~ Chris Salomone Community Development Director WPC 4789H/4790H I~AI-J. -2- AGREEMENT SETTING OUT TERMS AND OBLIGATIONS OF LUTHERAN SOCIAL SERVICES OF SOUTHERN CALIFORNIA IN REGARD TO THE EXPENDITURE OF CITY FUNDS APPROPRIATED THIS AGREEMENT is made this August 13, 1991, for the purposes of reference only, and effective as of the date last executed between the parties, between the City of Chu1a Vista ("City") herein, a municipal corporation of the State of California, and Lutheran Social Services of Southern California, a non-profit organization ("Grantee"), and is made with reference to the following facts: B.E.tlIA.L.~ WHEREAS, the City participates in the Conununity Development Block Grant (CDBG) Program, a principal goal of which is to fund projects and services which will benefit low and moderate-income Chu1a Vista households; and, WHEREAS, the City has entered into a separate funding agreement with HUD for the City's annual COBG entitlement and also anticipates program income from the Housing Rehabilitation Revolving Fund; and, WHEREAS, the City Council of the City of Chu1a Vista held a public hearing and allocated CDBG entitlement and program income funds on May 21, 1991, a portion of which was allocated for the Grantee; and, WHEREAS, the City is desirous of having those certain services for low and moderate-income households, hereinafter enumerated, performed by the Grantee, and WHEREAS, HUO requires the execution of a written agreement setting out the terms and obligations for the expenditure of COBG funds by the Grantee; and, WHEREAS, Grantee warrants and represents that they are experienced and staffed in a manner such that they can prepare and deliver the services required of Grantee within the time frames herein provided all in accordance with the terms and condition of this Agreement; NOW, THEREFORE, in consideration of the mutual ob1 igations of the parties as herein expressed, the parties hereto agree as follows: 1. Term of Aareement. The term of thi s agreement shall be for a period of one (1) year, from July 1, 1991 through June 30, 1992. 2. Statement of Work and Schedule. The Grantee shall perform those duties described in the Statement of Work in Exhibit A, attached hereto and incorporated herein. These services shall be provided during the term of this agreement and according to the Performance Schedule in Exhibit A, attached hereto and incorporated herein. WPC 4771" /P/V-J -1- 3. Low and Moderate Income Reauirement. The services to be performed by Grantee shall. be provided primarily to persons of low and moderate income households. A minimum of 70% of the persons provided services shall be of low- and moderate-income. as determined by the most current HUD Income limits for the San Diego SMSA, a copy of which is attached hereto and ... incorporated herein (Exhibit D). Grantee shall use reasonable means to determine the income level of each person or family served. 4. Comoensation and Budaet. The Grantee agrees to expend City-appropriated funds to meet bona fide obligations incurred for personnel costs for the Project Hand caseworker and emergency assistance for homeless persons/families. The City shall compensate Grantee for said services up to a maximum amount not to exceed $13,000 (THIRTEEN THOUSAND DOLLARS). An itemized budget for said expenses is in Exhibit B, attached hereto and incorporated herein. 5. Reimbursement Payments. Payment of those City appropriated funds shall be made to Grantee in monthly installments following receipt of the "CoBG Expense Reimbursement Claim" form (a blank copy of which is attached) from the Grantee. Expenses itemized on the "Expense Reimbursement Claim" form shall be limited to actual expenses incurred during the period specified on said form, and shall not include any anticipated costs. Grantee shall attach documentation, such as receipts, bills, payrolls, etc. as shall provide reasonable proof of actual expenses incurred. 6. ReDorts. The Grantee shall provide the City with a quarterly report, submitted no later than 40 days after the last day of the previous quarter, which includes a brief narrative of the services provided and an itemized accounting of the expenditures of CoBG funds during the previous quarter. In addition. said report shall include the following statistical data for persons/households served during the previous quarter: (a) the total number of persons/households served; (b) the number of persons/households receiving each type of service provided; (c) of the persons/households served, the number of residents and non-residents of Chula Vista; (d) annual gross household income by standard categories, adjusted for family size (low, moderate, other); race or ethnicity according to standard categories (81 ack, Hispanic,Asian/Pacific Islander, Native American, White); number of female-headed households served. (e) {f} 7. Assionment. The services of Lutheran Social Services of Southern California are personal to that organization. The Performance of th is agreement may not, by subagreement, be ass i gned to any other ent i ty without prior written consent of the City. "PC 4171M II)N.,1 -2- -, -, - 8. Financial Records and Audits. The Grantee shall maintain all financial records for three years following the term of this agreement. The City, at its discretion may require the Grantee to provide or allow the City to undertake a 'complete financial and program audit of its records. Those records shall contain, at a minimum, the following information for each client served: income, residency, and ethnicity. The records shall also contain receipts or other proof of all expenditures made with City CDBG funds. 9. ReDresentatives. The Community Development Director, or his/her designated representative, shall represent the City in all matters pertaining to the services rendered pursuant to the agreement and shall administer this agreement on behalf of the City. The Director of Lutheran Social Services of Southern California, or his/her designated representative, shall represent the Grantee i n all matters perta in i ng to the servi ces rendered pursuant to the agreement and shall administer this agreement on behalf of the Grantee. 10. Uniform Administrative Requirements. The Grantee shall comply with the applicable uniform administrative requirements as described in HUD regulation 24 CFR 570.502. This HUD regulation requires compliance with certain sections of 24 CFR Part 85 "Uniform Administrative Requirements for Grants and Cooperative Agreements to State and local Governments." 11. Other ProQram Requirements. The Grantee shall carry out each activity specified under this agreement with all Federal laws and regulations. described in 24 CFR 570, Subpart K, with the following exceptions: a) The Grantee does not assume environmental responsibil ities described at 24 CFR 570.604; b) The Grantee does not assume responsibil ity for initiating the review process under the provisions of 24 CFR 570.612. 12. AccountinQ Procedure. The Grantee agrees to abide by the requirements of OMB Circular A-122 "Cost Principles for Non-Profit Organizations." The Grantee shall account for use of Block Grant funds separately from other funds so as to demonstrate that the funds are used for their designated purposes. 13. Proqram Income. Any program income derived from COBG funds shall be reported to the City and shall only be used by Grantee for the services funded under this agreement. All provisions of this agreement shall apply to the use of program income for said activities. Said program income shall be substanti ally disbursed for said services before the City will make additional reimbursements to the Grantee. If said program income is on hand when this agreement expires, or is received after expiration of this agreement, then said program income shall be paid to the City. 14. Conditions for Rel i9ioUS Orqanizations. If the Grantee is a religious entity, affiliated with a religious entity, or sponsor of religious activities, then Grantee shall abide by the HUO regulations 24 CFR 570.200 (j) which prohibits disc~imination on the basis of religion and prohibits the use of funds for religious activities, and places other restrictions and limitations on the Grantee. WPC 4771" / ~AI., f -3- 15. Drua-free Worko1 ace. The Grantee shall maintain a drug-free workplace at all times for the duration of this contract. 16. lobbving of Federal Officials. The Grantee shall not use any funds provided under this agreement to pay any person for influencing or attempting to influence an officer or employee of any Federal 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 cooperative agreement, and the extension, continuation, renewal, amendment, or modification of any Federal contract, grant, loan, or cooperat i ve agreement. I f Grantee ut i 1 i zes any other funds for any of the aforement i oned purposes, then the Grantee shall complete and submi t Standard Form-lll, -Disclosure Form to Report lobbyihg,- in accordance with its instructions. 17. Insurance. Grantee represents that it, and its agents, and. staff employed by it are protected by worker's compensation insurance and has coverage under public liability and property damage insurance policies which this Agreement requires to be demonstrated in the form of a certificate of insurance. Grantee will provide, prior to the convnencement of the services required under this agreement the following certificates of insurance to the City : a) Statutory Worker's Compensation coverage plus $1,000,000 Employers liability coverage; b) General and Automobile liability coverage to $1,000,000 combined single limit which names the City as an additional insured, and which is primary to any policy which the City may otherwise carry ("primary coverage"), and which treats the employees of the City in the same manner as members of the general public (.cross-liability coverage"). -- .- 18. Hold Harmless. Grantee shall defend, indemnify and hold harmless the City, its elected and appointed officers and employees, from and against all claims for damages, liability, cost and expense (including without limitation attorney's fees) arising out of the conduct of the Grantee, or any agency or employee, or others in connection with the execution of the work covered by this Agreement, except only for those claims arising from the sole negligence or sole willful conduct of the City, its officers, or employees. Grantees indemnification shall include any and all costs, expenses, attorney's fees and liability incurred by the City, its officers and agents, or employees in defending against such claims, whether the same proceed to judgement or not. Further, Grantee at its own expense shall, upon written request by the City, defend any such suit or action brought against the City, its officer, agents, or employees. Grantee's indemnification of City shall not be limited by any prior or subsequent declaration by the Grantee. 19. Susoension and Termination. ,In accordance with HUD .regulation 24 CFR 85.43, Grantee may be suspended or terminated by the City after 30 days written notice to the Grantee due to default by the Grantee or the Grantee's inability to perform, regardless of whether such inability is due to circumstances within or beyond the Grantee's control. The award may be terminated for convenience in accordance with 24 CFR 85.44. Settlement of any disputes shall be based on the laws of the State of California. - WPC 4711H /t//1/-~ -4- 20. Breach of Contract. The parties reserve the right to pursue any remedy provided under California law for remedy in instances where contractors violate or breach contract terms. . 21. Reversion of Assets. Upon expiration of this agreement, Grantee shall transfer to the City any CDBG funds on hand at the time of expiration and any accounts receivable attributable to the use of CDBG funds, including any program income derived from CDBG funds. IN WITNESS WHEREOF, City and Grantee have executed th is Agreement this _ day of , 1991. CITY OF CHULA VISTA BY: Tim Nader Mayor, City of Chula Vista ATTEST: City Clerk APPROVED AS TO FORM BY: Bruce M. Boogaard City Attorney LUTHERAN SOCIAL SERVICES OF SOUTHERN CALIFORNIA BY: J0~ ~.~ Exhi bi t li st Exhibit A. Exhibit B. Exhibit C. Exhibit D. Exhibit E. Statement of Work and Schedule Budget City of Chula Vista Party Disclosure Statement ,-0 HUD Income limits (Revised April 17, 1991) ~tl CDBG Expense Reimbursement Clean Form ~e~ "o( WPC 4771H I~AI- 'l -5- ..- EXHIBIT A City of Chula Vista 1991-92 Community Development Block Grant Statement of Work The staff and volunteers at Project Hand provide basic needs to individual clients and families lacking the resources to secure these goods without assistance. "Basic needs" include shelter, food, infant formula, diapers, clothing, prescriptions, utilities and rent. Virtually all of our clients fall in the very low income catagory according HUD guidelines. The linchpin of our program is casework. All the material support we provide our clients is given in the context of a ~ casework relationship where we, along with the client/s, develop a caseplan. Here we assess the problem, set out a plan of action and define a realistic timeline. A successful caseplan should result in mare longterm stability and a greater degree of self- sufficiency for the client. - The staff at Project Hand includes one fulltime and one halftime counselor working at the site and a program director who divides time between two centers. Approximately ten volunteers support our work in a variety of ways from screening clients to maintaining food supplies. These funds will be used to support our basic emergency assistance program but especially for the agency's work with the Interfaith Shelter Network CISN). Project Hand staff provide all the screening and casework for clients staying in the South Bay branch of the ISN, as well as support for the volunteer congrega- tions operating the shelter. This shelter houses approximately 12 guests and is located at a church for a two week period, then moves on to the next church on a rotational schedule. Each guest can stay for as long as six weeks. The I.S.N. program was open for 16 weeks during the winter of 1990-91. This is the only emergency shelter open in South Bay at this time. - / ~/I/- g/ EXHIBIT A City of Chula Vista 1991-92 Community Development Block Grant Schedule ihe numbers of clients interviewed and served and the services provided to clients should agsregate as follows. monthly 9uartet~ I y annually Interviews 200 600 2,400 Unduplicated clients 450 1,350 5,400 Services provided and numbers of clients Food 400 1,200 4,800 Shelter 35 105 420 Clothing 50 150 600 Transportation 75 225 900 We provide a range of other resources to clients as needed but on a less regular basis. These include hygiene items, prescriptions, infant care items, blankets, and utility bill and rent assistance. j()A/-' City of Chula Vista -- EXHIBIT B 1991 - 92 Community Development Block Grant Bud~et Expenses Salaries and Benefits one fulltime coordinator and one prosram director - halftime one halftime caseworker Rent and utilities Equipment and Supplies telephone copier - maintenance printing office expenses Other expenses insut"ance travel conferences storage locker rent program grant (funds for client services) administrative fees (10%) Total Income Thrift Shop National Church Bodies Local Congresations Individual gifts Walkathon Food for All MAZON: A Jewish Response to Hunser County Employees Charitable Orsanization City of Chula Vista, CDBS Total /,f)#--/P $39,861. SO . 10,590.00 o 1,200.00 180.00 500.00 500.00 - 276.00 500.00 200.00 85.00 6,000.00 5,989.25 $65,881.75 $16,000.00 5,000.00 11,000.00 5,600.00 8,500.00 2,000.00 3,000.00 1,800.00 13,000.00 ......., $65,900.00 THE CITY OF CHULA. VISTA PARlY DISCLOSURE STATEMENT fX."IR~T (.: Statement of disclosure of certain ownership interests, payments, or campaign contributions, on all matters which will require discretionary action on the part of the City Council, Planning Commission, and all other official bodies~ The following information must be disclosed: 1. list the names of all persons having a financial interest in the contract, i:e., contractor, subcontractor, material supplier. . .' Lu.theJLa.n Soc..i.at SeJtvic.u o~ SoutheJLn CaLl.~o.mia., Boalld o~ vaec;ColLil 2. If any person identified pursuant to (1) above is a corporation or partnership, list the names of all individuals o~ more than 10% of the shares in the corporation or owning any partnership interest in the partnership. . 'Not a.pplicable. 3. If any person identified pursuant to (1) above is non-profit organization or a trust, list the names of any person serving as director of the non-profit organization or as trustee or beneficiary or trustor of the trust. See a.t:ta.ched . 4. Have you had more than $250 worth of business transacted with any member of the City staff, Boards, Commissions, Committees and chuncil within the past twelve months? Yes _ . No ~If yes, please indicate person(s): . 5. Please identify each and every person, including any agents, employees, consultants or independent contractors who you have assigned to represent you before the City in this matter. Ju.cU.th John..son, VilLec:tolL od EmeILg~nc.y SelLv.i.c.u 6. Have you and/or your officers or ag~nts, in the aggregate, contributed more than $1,000 to a Councilmember in the current or preceding election period? Yes _ No...!. If yes, state which Councilmember(s): .' . Person is defined as: ':Any individual, finn, co-partnership, joint ~ lISSociation. social dub, fraternal organization, corporation, ~e, trust, naiver, syndicale, this tlIId tlIIY other counO'. dty tlIId countJy, dO'. municipality, district or odJer poliliC41 subdivision, or llny otller group or CQmbinauon llCting lIS II unil: . (NOTE: Attach additional pages as necessary) IQ\WPSl\COUNCIL\DJSa.O~TXI] /~AI~/I /)~~~~ ~-;n~~~) Signature of contractor/a~ .- V.i.a.ne E. t..UA.6e.n, f'1Le6.i..d.e.nt Print or type name of.contractor/applicant . (~: 11/JO/901 ./ ate.: AU~u.6t I), 1991 J Name Raymond LeBlanc Nancy Jackson [Vice Chair] John Donovan [Board Secy] Borgny Baird Ted Hartman Melissa Salomon . , Lutheran Social Services of Southern California - 1991 Board of DirectOIS Phone o 213-631-6189 H 213-321-6842 ELCA - Parish Clergy H 213-519-9440 LCMS - Public Health Nurse 0619-243-4969 H 619-244-9718 ELCA - Business Owner H 213-427-9622 ELCA - Retired Attorney H 805-832-3102 o 805-834-1412 [CMS - Parish Clergy H 818-508-7725 LCMS - Attorney /##-1)" Mailing Address ~ Class Pos 19707 S. Central Ave. 1989 1(92) 1 Carson, CA 90746-3195 6417 Via Canada 1989 1(92) 2 R.PalosVerdes, CA 90274 R & R Auto Electric . . 1989 1(92) 3 2402 Industrial Blvd. Bldg. #E, Suite #8 VictoIVille, CA 92392 - 4221 Chestnut 1989 1(92) 4 Long Beach, CA 90807 6416 Landfair 1989 1(92) 5 Bak~ficld,CA 93309 4370 Troost Ave., #106 1989 II(90) 6 Studio City, CA 91604 .-, " -. . ...--..-..----,.....-.-..-... ..".... . .-.. ;, -r;wen Bergh Arthur Tomlinson [Treasurer] Patrick Jow V. V. Motley Andrew Jensen [Board Chair] Gazy Hunstad Janice Hannon Don Lazerus H 714-684-7973 ELCA - Homemaker o 818-592'()()91 H 805-529-7913 ELCA - Bank Executive o 818-289-3664 LCMS - Parish Clergy H 818-355-6950 ELCA - Retired ARCO Executive o 818-761-6124 H 818-763-4653 ELCA - Parish Clergy o 619-483-2300 H 619-272-8024 ELCA - Parish Clergy 0213-731-0615 H 213-295-4836 ELCA - Business Owner o 213-821-8989 H 213-823-4833 LCMS - Business Owner - Real Estate 11J/1/-IJ 3040 Cimarron Road Riverside, CA 92506 4467 Aspentree Court Moorpark, CA 93021 840 S. Almansor Alhambra, CA 91801 2221 Canyon Road Arcadia, CA 91006 1989 II(90) 7 1989 11(90) 8 1989 II(90) 9 1989 II(90)10 6020 North Radford St. 1989 II(90)11 N.Hollywood,CA 91606 4761 Cass Street 1989 IIl(91)12 San Diego, CA 92109 3749 S. Genesee Street 1989 IlI(91)13 Los Angeles, CA 90016 4500 Via Marina 1989 111(91)14 Marina Del Rey, CA 90292 ,~~-,_.........>--,.-.,~".__......~-_.,~,,".,---"~""'.----- ., .-. Ken Eggers 0 805-498-4812 [Ex Carom At Large] H 805-498-6842 ELCA - Parish Clergy 2500 Borchard Boulevard 1989 III(91)16 Newbury Park, CA 91320 Ron Carlson H 619-456-1390 o 69-456-2265 6584 Avenida Manana 1990 III(91)17 La Jolla, CA 92037 ELCA - Bank President J. Roger Anderson o 213-387-8183 H 805-492-4507 1340 S. Bonnie Brae St. Los Angeles, CA 90006 Ex-Officio ELCA - Bishop, Southern California (West) Synod - Loren T. Kramer o 714-854-3232 H 619-240-9751 1530 Concordia Irvine, CA 92715 Ex-Officio LCMS - President, Pacific Southwest District, LC-MS Robert Miller o 714-970-2791 23655 Via Del Rio, #B Ex-Officio H 714-871-7820 Yorba Linda, CA 92686 ELCA - Bishop, Pacifica Synod Diane Nissen o 213-254-3911 5015 Eagle Rock B1.#204 Ex-Officio H 619-427-0982 Los Angeles, CA 90041 ELCA - President, Lutheran Social Services of Southern California Gary Wheeler o 213-254-3911 H 818-951-3166 SOlS Eagle Rock B1.#204 Los Angeles, CA 90041 Ex-Officio -, ELCA - CEO, Lutheran SoCial Services of Southern California /IIAI-/1 , . ' . _ _,. ...___..4.......... "...-.. RESOLUTION NO. J".:J 1'1 RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHUlA VISTA APPROVING AGREEMENT BETWEEN THE CITY OF CHUlA VISTA AND ADULT PROTECTIVE SERVICES AND AUTHORIZING THE MAYOR TO EXECUTE SAID AGREEMENT WHEREAS, the City participates in the Community Development Block Grant (CDBG) Program, a principal goal of which is to fund projects and services which will benefit low and moderate-income Chula Vista households; and, WHEREAS, the City will be entering into a separate funding agreement with HUD for the City/s annual CDBG entitlement and also anticipates program income from the Housing Rehabilitation Revolving Fund; and, WHEREAS, the City Council of the City of Chula Vista held a public hearing and allocated CDBG entitlement and program income funds on May 21, 1991, a portion of which was allocated for the Grantee; and, WHEREAS, the City is desirous of having certain services for low and moderate-income households which staff has determined is el igible for CDBG funding, performed by the Grantee, and WHEREAS, HUD requi res the execution of a written agreement setting out the terms and obligations for the expenditure of CDBG funds by the Grantee; and, WHEREAS, Grantee warrants and represents that they are experi enced and staffed in a manner such that they can prepare and del i ver the servi ces required of Grantee within the time frames herein provided all in accordance with the terms and condition of this Agreement; NOW, THEREFORE, THE CITY OF THE CITY OF CHUlA VISTA DOES HEREBY FIND, DETERMINE ORDER, AND RESOLVE AS FOllOWS: SECTION 1. The City Council does hereby approve the agreement and Standard Addendum #1 to said agreement with Adult Protective Services dated August 13, 1991 (Document # ) a copy of which is attached hereto and incorporated herein, the same as though fully set forth herein. SECTION 2. The City Council does hereby direct and authorize the Mayor of the City of Chula Vista to execute said contract for and on behalf of the City of Chula Vista. SECTION 3. Thi s Resol ut ion shall take and be in full force and effect immediately upon the passage and adoption hereof. J~~-I . _' ,_ _ ~_~,,_"_~'~~"___"'"'~"~_'_'_k'_.~"'"""_"""__~'""__."'''____,_____,__,~_,_.."..".~"~_'._M...' SECTION 4. The City Clerk shall certify to the passage and adoption of this Resolution; shall enter the same in the book of original Resolutions of said City; and shall make a mi nute of the passage and adoption hereof in the minutes of the meeting at which the same is passed and adopted. Presented by Approved as to form by ~~ iL-Ih. Chris Salomone Community Development Director Bruce M. Boogaard City Attorney WPC 4789H/4790H IP.O-2 -2- AGREEMENT SETTING OUT TERMS AND OBLIGATIONS OF ADULT PROTECTIVE SERVICES IN REGARD TO THE EXPENDITURE OF CITY FUNDS APPROPRIATED THIS AGREEMENT is made this August 13, 1991, for the purposes of reference only, and effective as of the date last executed between the parties, between the City of Chula Vista ("City") herein, a municipal corporation of the State of California, 'and Adult Protective Services, a non-profit organization ("Grantee"), and is made with reference to the following facts: Bft.lIAL~ WHEREAS, the City participates in the Community Development Block Grant (CDBG) Program, a principal goal of which is to fund projects and services which will benefit low and moderate-income Chula Vista households; and, WHEREAS, the City has entered into a separate funding agreement with HUO for the City's annual COBG entitlement and also anticipates program income from the Housing Rehabilitation Revolving Fund; and, WHEREAS, the City Council of the City of Chula Vista held a publ ic hearing and allocated CDBG entitlement and program income funds on May 21, 1991, a portion of which was allocated for the Grantee; and, WHEREAS, the City is desirous of having those certain services for low and moderate-income households, hereinafter enumerated, performed by the Grantee, and WHEREAS, HUD requires the execution of a written agreement setting out the terms and obligations for the expenditure of CDBG funds by the Grantee; and, WHEREAS, Grantee warrants and represents that they are experienced and staffed in a manner such that they can prepare and deHver the services required of Grantee within the time frames herein provided all in accordance with the terms and condition of this Agreement; NOW, THEREFORE, in consideration of the mutual obl igations of the parties as herein expressed, the parties hereto agree as follows: 1. Term of AQreement. The term ,of this agreement shall be for a period of one (1) year, from July 1, 1991 through June 30, 1992. 2. Statement of Work and Schedule. The Grantee shall perform those duties described in the Statement of Work in Exhibit A, attached hereto and incorporated herein. These services shall be provided during the term of this agreement and according to the Performance Schedule in Exhibit A, attached .hereto and incorporated herein. "PC 4767.. IP "p..;J -1- ___,.,.~~._.___",~~."."----'-_'~"'_"-_W' 3. Low and Moderate Income Reauirement. The services to be performed by Grantee shall _ be provided primarily to persons of low and - moderate income households. A minimum of 70% of the persons provided services shall be of 10w- and moderate-income, as determined by the most current HUD Income limits for the San Diego SMSA, a copy of which is attached hereto and' incorporated herein (Exhibit D). Grantee shall use reasonable means to determine the income level of each person or family served. 4. Comoensation and Budaet. The Grantee agrees to expend City-appropriated funds to meet bona fide obligations incurred for transportation for clients attending the South Bay Adult Health Center. The City shall compensate Grantee for said services up to a maximum amount not to exceed $9,000 (NINE THOUSAND DOLLARS). An itemized budget for said expenses is in Exhibit B, attached hereto and incorporated herein. 5. Reimbursement Pavments. Payment of those City approprhted, funds shall be made to Grantee in monthly installments following receipt of the .CDBG Expense Reimbursement Claim" form (a blank copy of which is attached) from the Grantee. Expenses itemized on the "Expense Reimbursement Claim" form shall be limited to actual expenses incurred during the period specified on said form, and shall not include any anticipated costs. Grantee shall attach documentation, such as receipts, bills, payrolls, etc. as shall provide reasonable proof of actual expenses incurred. 6. Reoorts. The Grantee shall provide the City with a quarterly report, submitted no later than 40 days after the last day of the previous quarter, which includes a brief narrative of the services provided and an itemized accounting of the expenditures of CDBG funds during the previous quarter. In addition, said report shall include the following statistical data for persons/households served during the previous quarter: - (a) the total number of persons/households served; (b) the number of persons/households receiving each type of service provided; (c) of thf(! persons/households served, the number of residents and non-residents of Chula Vista; (d) annual gross household income by standard categories, adjusted for family size (low, moderate, other); (e) race or ethnicity according to standard categories (B1 ack, Hispanic, Asian/Pacific Islander, Native American, White); (f) number of female-headed households served. 7. Assianment. The services of Adult Protective Services are personal to that organization. The Performance of this agreement may not, by subagreement, be assigned to any other entity without prior written consent of the City. - WPC 4767M -2- //),p,lf 8. Financial Records and Audits. The Grantee shall maintain all financial records for three years following the term of this agreement. The City, at its discretion may require the Grantee to provide or allow the City to undertake a complete financial and program audit of its records. Those records' shall contain, at a minimum, the following information for each client served: income, residency, and ethnicity. The records shall also contain receipts or other proof of all expenditures made with Cit1 CDBG funds. 9. ReDresentatives. The Community Development Director, or his/her designated representative, shall represent the City in all matters pertaining to the servi ces rendered pursuant to the agreement and shall admi n i ster th is agreement on behalf of the City. The Director of Adult Protective Services, or his/her designated representative, shall represent the Grantee in all matters pertaining to the services rendered pursuant to the agreement and shall administer this agreement on behalf of the Grantee. 10. Uniform Administrative ReQuirements. The Grantee shall comply with the applicable uniform administrative requirements as described in HUO regulation 24 CFR 570.502. This HUO regulation requires compliance with certain sections of 24 CFR Part 85 .Uniform Administrative. Requirements for Grants and Cooperative Agreements to State and local Governments." 11. Other ProQram ReQuirements. The Grantee shall carry out each activity specified under this agreement with all Federal laws and regulations described in 24 CFR 570, Subpart K, with the following exceptions: a) The Grantee does not assume environmental responsibilities described at 24 CFR 570.604; b) The Grantee does not assume responsibility for initiating the review process under the provisions of 24 CFR 570.612. 12. AccountinQ Procedure. The Grantee. agrees to abide by the requirements of OMB Circular A-122 "Cost Principles for Non-Profit Organizations." The Grantee shall account for use of Block Grant funds separately from other funds so as to demonstrate that the funds are used for their designated purposes. 13. ProQram Income. Any program income derived from COBG funds shall be reported to the City and shall only be used by Grantee for the services funded under this agreement. All provisions of this agreement shall apply to the use of program income for said activities. Said program income shall be substant~ally disbursed for said services before the City will make additional reimbursements to the Grantee. If said program income is on hand when this agreement expires, or is received after expiration of this agreement, then said program income shall be paid to the City. 14. Conditions for ReliQious OrQanizations. If the Grantee is a religious entity, affiliated with a religious entity, or sponsor of religious activities, then Grantee shall abide by the HUD regulations 24 CFR 570.200 (j) which prohibits discrimination on the basis of religion and prohibits the use of funds for religious activities, and places other restrictions and limitations on the Grantee. WPC 4767H It?..p. .5' -3- 15. Drua-free WorkDlace. The Grantee shall maintain a drug-free workplace at all times for the duration of this contract. 16. lobbYing of Federal Officials. The Grantee shall not use any funds provided under this agreement to. pay any person for influencing or attempting to influence an officer or employee of any Federal 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 cooperative agreement, and the extension, continuation, renewal, amendment, or modification of any Federal contract, grant, loan, or cooperative agreement. If Grantee util izes any other funds for any of the aforementioned purposes, then the Grantee shall complete and submit Standard Form-lll, "Disclosure Form to Report lobbying," in accordance with its instructions. - 17. Insurance. Grantee represents that it, and its agents, and. staff employed by it are protected by worker's compensation insurance and has coverage under public liability and property damage insurance policies which this Agreement requi res to be demonstrated in the form of a cert i fi cate of insurance. Grantee will provi de, pri or to the commencement of the servi ces required under this agreement the following certificates of insurance to the City : a) Statutory Worker's Compensation coverage plus $1,000,000 Employers liability coverage; b) General and Automobile liability coverage to $1,000,000 combined single limit which names the City as an additional insured, and which is primary to any poliCY which the City may otherwise carry ("primary coverage"), and which treats the employees of the City in the same manner as members of the general public ("cross-liability coverage"). - 18. Hold Harmless. Grantee shall defend, indemnify and hold harmless the City, its elected and appointed officers and employees, from and against all claims for damages, liability, cost and expense (including without limitation attorney's fees) arising out of the conduct of the Grantee, or any agency or employee, or others in connection with the execution of the work covered by this Agreement, except only for those claims arising from the sole negligence or sole willful conduct of the City, its officers, or employees. Grantees indemnification shall include any and all costs, expenses, attorney's fees and liability incurred by the City, its officers and agents, or employees in defending against such claims, whether the same proceed to judgement or not. Further, Grantee at its own expense shall, upon written request by the City, defend any such suit or action brought against the City, its officer, agents, or employees. Grantee's indemnification of City shall not be limited by any prior or subsequent declaration by the Grantee. 19. SusDension and Termination. -In accordance with HUD regulation 24 CFR 85.43, Grantee may be suspended or terminated by the City after 30 days written notice to the Grantee due to default by the Grantee or the Grantee's inability to perform, regardless of whether such inability is due to circumstances within or beyond the Grantee's control. The award may be terminated for convenience in accordance with 24 CFR 85.44. Settlement of any disputes shall be based on the laws of the State of California. - "PC 476.7" /t/--r;--r, -4-- 20. Breach of Contract. The parties reserve the right to pursue any remedy provided under California law for remedy 1n instances where contractors violate or breach contract terms. . 21. Reversion of Assets. Upon expiration of this agreement, Grantee ..,'".shal1 transfer to the City any CDBG funds on hand at the time of expiration and any accounts receivable attributable to the use of CDBG funds, including any program income derived from CDBG funds. IN WITNESS WHEREOF, City and Grantee have executed thh Agreement this _ day of , 1991. CITY OF CHULA VISTA BY: Tim Nader Mayor, City of Chula Vista ATTEST: City Clerk APPROVED AS TO FORM BY: Bruce M. Boogaard City Attorney ADULT PROTECTIVE SERVICES BY: ~f/>lhfl1z1~ Exhibit list Exhibit A. Statement of Work and Schedule Exhibit B. Budget Exhibit C. City of Chula Vista Party Disclosure Statement ~~D Exhibit D. HUD Income Limits (Revised April 17, 1991) I~~ Exhibit E. CDBG Expense Reimbursement Clean Form { S~ II' WPC 4767H IP.p. 7 -5- EXHIBIT A EX~U3IT A Statement of Work and Schedule South Bay Adult Day Health Center is a Department of Adult Protective Services>> Inc., a non-profit 501 (C) 3 agency. The Center located in the City of Chu1a Vista is part of a community based system of long-term care and provides the following services: medical supervision, nursing>> social work, rehabilitation, nutrition, recreation, transportation and psychological services. These services are designed to serve the specialized needs of those at risk of being placed in a nursing home. City of Chu1a Vista Community Development Block Grant Funds will be used to trans- port disabled elderly Chu1a Vista residents to the South Bay Adult Day Health Care Center. The center serves 106 residents at anyone time, 100% are disabled and all are within the low income guidelines. Eight thousand (8,000) trips at $1.125 per one way trips will be purchased from Handy trans to transport the disabled resident back and forth between their home and the center: Adult Protective Services, Inc. will furnish the City of Chula Vista with quarterly reports which will contain the following information. (a) the total number of persons/households served; (b) the number of persons/households receiving eacy type of service provided; (c) of the persons/households served, the number of residents and non-residents of Chula Vista; (d) annual gross household income by standard categories, adjusted for family size (low>> moderate>> other); (e) race or ethnicity according to standard categories (Black, Hispanic, Asian/Pacific Islander, Native American>> White); (f) number of female-headed households serve? Handy trans trip booklets will be purchased at the rate of $2,250 (2,000 one way trips) quarterly with all of the funds expended by June 30, 1992. I~.,P-Y' SOUTH BAY ADULT DAY HEALTH CARE CENTER EXHIBIT B ~ BUDGETED EXPENSES & REVENUES FY-89-90 FY-90-91 FY-91-92 PROGRAM REVENUE Medi-Cal Fees $430,000 450,000 470,531 Veterans Administration 28,424 CDBG - Chula Vista 8,500 8,250 9,000 Participant Fees & Donations 65,000 65,000 44,376 TOTAL PROGRAM REVENUE $503,500 $523,750 $552,331 EXPENSES Wages & Salaries $290,595 $303,960 $325,452 Payroll Taxes & Fringe 69,500 72,697 80,309 Consulting & Contract 26,000 27,214 26,426 Professional Fees 3,055 3,198 2,070 Purchased Services 6,200 6,490 4,560 Space Costs 31,000 32,448 32,616 Consumable Supplies 9,250 9,682 9,500 - Leased Equipment 2,100 0 0 Travel & Transportation 32,500 30,268 35,220 Other Costs 33,300 37,293 36,178 TOTAL ALL EXPENSES $503,500 $523,750 $552,331 - IP-I/- 7 THE CI1Y OF CHULA VISTA PAR1Y DISCLOSURE STATEMENT fX~~IRIT C ..itatement of disclosure of certain ownership interests, payments, or campaign contributions, on all matters which will require discretionary action on the part of the City Council, Planning Commission, and all other official bodies. The following information must be disclosed: 1. list the names of all persons having a financial interest in the contract, Le., contractor, subcontractor, material supplier. Adult Protective Services, Inc. Handy trans - City of Chula Vista 2. If any person identified pursuant to (1) above is a corporation or partnership, list the names of all individuals owniI}g more than 10% of the shares in the corporation or owning any partnership interest in the partnership. NA 3. If any person identified pursuant to (1) above is non-profit organization or a trust, list the names of any person serving as director of the non-profit organization or as trustee or beneficiary or trustor of the ~rust. . Guy Deeks, President (s~~ attached list) 4. Have you had more than $250 worth of business transacted with any member of the City staff, Boards, Commissions, Committees and Council within the past twelve months? Yes No -.!... If yes, please indicate person(s): 5. Please identify each and every person, including any agents, employees, consultants or independent contractors who you have assigned to represent you before the City in this matter. Nancy Hitchcock, Program Manager Malachy J. Murphy, Executive Director Ann Day-Bardach, Assistant Administrator . 6. Have you and/or your officers or agents, in the aggregate, contributed more than $1,000 to a Councilmember in the current or preceding election period? Yes _ No --!. If yes, state which Councilmember(s): . Person is defmed as: ':Any individual, finn, co-partnership, joint venture, association, social club, fraternal organization, corporation, estate, trust, receiver, syndicate, dtis and any other county, city and country, city, municipality, district or other political subdi,'isioll, or any other group or combination acting as Q unit: frlOTE: Attach additional pages as necessary) vate: August 8, 1991 ?Pl.JA.lJ't~. ~ . Signature ( contracto 7applicant IC:\ Wl'51\COUNOL\D1SCLOSE. TXT) / IJ, f)-/tJ Malachy J. Murphy' Print or type name of contractor/applicant {Revised: 11/3O/9OJ RESOLUTION NO. I~j 2t.:J RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA APPROVING AGREEMENT BETWEEN THE CITY OF CHULA VISTA AND SENIOR ADULT SERVICES AND AUTHORIZING THE MAYOR TO EXECUTE SAID AGREEMENT WHEREAS, the City participates in the Community Development Block Grant (CDBG) Program, a principal goal of which is to fund projects and services which will benefit low and moderate-income Chula Vista households; and, WHEREAS, the City will be entering into a separate funding agreement with HUD for the City's annual CDBG entitlement and also anticipates program income from the Housing Rehabilitation Revolving Fund; and, WHEREAS, the City Council of the City of Chula Vista held a publ ic hearing and allocated CDBG entitlement and program income funds on May 21, 1991, a portion of which was allocated for the Grantee; and, WHEREAS, the City is desirous of having certain services for low and moderate-income households which staff has determined is eligible for CDBG funding, performed by the Grantee, and WHEREAS, HUD requires the execution of a written agreement setting out the terms and obligations for the expenditure of CDBG funds by the Grantee; and, WHEREAS, Grantee warrants and represents that they are experi enced and staffed in a manner such that they can prepare and deli ver the servi ces required of Grantee within the time frames herein provided all in accordance with the terms and condition of this Agreement; NOW, THEREFORE, THE CITY OF THE CITY OF CHULA VISTA DOES HEREBY FIND, DETERMINE ORDER, AND RESOLVE AS FOLLOWS: SECTION 1. The City Council does hereby approve the agreement and Standard Addendum #1 to said agreement with Senior Adult Services dated August 13, 1991 (Document # ) a copy of which is attached hereto and incorporated herein, the same as though fully set forth herein. SECTION 2. The City Council does hereby direct and authorize the Mayor of the City of Chula Vista to execute said contract for and on behalf of the City of Chula Vista. SECTION 3. This Resolution shall take and be in full force and effect immediately upon the passage and adoption hereof. !IJP"/ ,.,",,~,~_~_..,,_~=,~___~."~_'_V~_...~.__...'__~"M~_~""_~___~_~_._.._~~.""'__.'~_~___._ SECTION 4. The City Clerk shall certify to the passage and adoption of this Resolution; shall enter the same in the book of original Resolutions of said Ci ty; and shall make a mi nute of the passage and adoption hereof in the minutes of the meeting at which the same is passed and adopted. Presented by Approved as to form by Bruc1::oo~~r~ City Attorney ~~ Chris Salomone Community Development Director WPC 4789H/4790H -2- , JPP-~ -; \.~:.- AGREEMENT SETTING OUT TERMS AND OBLIGATIONS OF SENIOR ADULT SERVICES IN REGARD TO THE EXPENDITURE OF CITY FUNDS APPROPRIATED THIS AGREEMENT is ..ade this August 13, 1991, for the purposes of reference only, and effective as of the date last executed between the parties, between the City of Chu1a Vista (WCityW) herein, a municipal corporation of the State of California, and Senior Adult Se~vices, a non-profit organization (WGranteeW), and is .ade with reference to the following fa~ts: B.E'lIAl~ WHEREAS, the City participates in the Community Development Block Grant (COBG) Program, a principal goal of which is to fund projects and services which will benefit low and moderate-income Chula Vista households; and, WHEREAS, the City has entered into a separate funding agreement with HUD for the City's annual COBG entitlement and also anticipates program income from the Housing Rehabilitation Revolving" Fund; and, WHEREAS, the City Council of the City of Chu1 a Vi sta held a pub1 ic hearing and allocated COBG entitlement and program income funds on May 21, 1991, a portion of which was allocated for the Grantee; and, WHEREAS, the City is desirous of having those 'certain services for low and moderate-income households, hereinafter enumerated, performed by the Grantee, and WHEREAS, HUD requires the execution of a written agreement setting out the terms and obligations for the expenditure of COBG funds by the Grantee; and, " WHEREAS, Grantee warrants and represents that they are experienced and staffed in a manner such that they can prepare and deliver the services required of Grantee within the time frames herein prOVided all in accordance with the terms and condition of this Agreement; NOW, THEREFORE., in consideration of the mutual obligations of the parties as herein expressed, the parties hereto agree as follows: 1. Term of Aareement. The term of this agreement shall be for a period of one (1) year, from July 1, 1991 through June 30, 1992. 2. Statement of Work and Schedule. The Grantee shall perform those duties described in the Statement of Work in Exhibit A, attached hereto and incorporated herein. These services shall "be provided during the term of this agreement and according to the Performance Schedule in Exhibit A, attached hereto and incorporated herein. upe 47728 -'Ii' -"3 -1- .. 3. Low and Moderate Income Reauirement. The services to be performed by Grantee shall -be provided primarily to persons of low and moderate income households. A minimum of 70% of the persons provided services shall be of low- and lDOderate-income, as determined by the .most . current HUO ",..- -,' Income Limits for the San Diego SMSA, a copy of which is attached hereto and incorporated herein (Exhibit 0). Grantee shall use reasonable means to determine the income level of each person or family served. 4. Comnensation and Budaet. The Grantee agrees to expend City-appropriated funds to meet bona fide obligations incurred for preparation and delivery -of _a1s to Chu1a Vista residents. The City shall compensate Grantee for'said services up to a maximum amount not to exceed $5,250 (FIVE THOUSAND, TWO HUNDRED fIFTY DOLLARS). An itemized budget for said expenses is in Exhibit B. attached hereto and incorporated herein. 5. Reimbursement Pavrnents. Payment of those City appropriated. funds shall be made to Grantee in quarterly installments following receipt of the .CDBG Expense Reimbursement Claim" form (a blank copy of which is attached) frOlD the Grantee. Expenses itemized on the "Expense Reimbursement Claim" form shall be limited to actual expenses incurred during the period specified on said form, and shall not include any anticipated costs. Grantee shall attach documentation, such as receipts, bills, payrolls, etc. as shall provide reasonable proof of actual expenses incurred. 6. Renorts. The Grantee shall provide the City with a quarterly report, submitted no later than 40 days after the last day of the previous quarter, which includes a brief narrative of the services provided and an itemized accounting of the expenditures of COBG funds during the previous quarter. In addition, said report shall include the following statistical data for persons/households served during the previous quarter: (a) the total number of persons/households served; (b) the number of persons/households receiving each type of service provided; , (c) of the persons/households served, the number of residents and non-residents of Chula Vista; (d) annual gross household income by standard categories, adjusted for family size (low, moderate,' other);. . (e) race or ethnicity according to standard categories (Black, Hispanic, Asian/Pacific Islander, Native American, White); (f) number of female-headed households served. 7. Assianment. to that organization. subagreement, be assigned the City. The services of Senior Adult Services are personal The Performance of this agreement may' not, by to any other entity without prior written consent of UPC 4772M I~P-'1 -2- -. - - 8. . Financial Records and Audits. The Grantee shall maintain all financial records for three years following the term of this agreement. . The City, at its discretion may require the Grantee to provide or allow the City to undertake a complete financial and program audit of its records. Those records shall contain, at a minimum, the following information for each client served: incOllle, residency, and ethnicity. The records shall also .contain receipts or other proof of all expenditures made with City CDBG funds. 9. ReDresentatives. The Community Development Director, or his/her designated representative, shall represent the City in all matters pertaining to the services rendered pursuant to the agreement and shall administer this agreement on behalf of the City. The Director of Senior Adult Services, or his/her designated representative, shall represent the Grantee in all matters pertaining to the services rendered pursuant to the agreement and shall administer this agreement on behalf of the Grantee. 10. Uniform Administrative Reouirements. The Grantee shall comply with the appl icable uniform administrative requirements as described in HUD regulation 24 CFR 570.502. This HUD regulation requires compliance with certain sections of 24 CFR Part 85 "Uniform Administrative Requirements for Grants and Cooperative Agreements to State and local Governments." 11. Other Proaram Reou i rements. The Grantee shall carry out each activity specified under this agreement with all Federal laws and regulations described in 24 CFR 570, Subpart K, with' the following exceptions: a) The Grantee does not assume environmental responsibilities described at 24 CFR 570.604; b) The Grantee does not assume responsibil ity for initiating the review process under the provisions of 24 CFR 570.612. . . 12. Accountina Procedure. The Grantee agrees to abide by the requirements of OMS Circular A-122 "Cost Principles for Non-Profit Organizations." The Grantee shall account for use of Block Grant funds separately from other funds so as to demonstrate that the funds are used for their designated purposes. 13. Proaram Income. Any program income derived from CDSG funds shall be reported to the City and shall only be used by Grantee for the services funded under this agreement. All provisions of this agreement shall apply to the use of program income for said activities. Said program income shall be substantially disbursed for said services before the City will make additional reimbursements to the Grantee. If said program income is on hand when this agreement expires, or is received after expiration of this agreement, then said program income shall be paid to the City. 14. Conditions for Relioious Oraanizations. If the Grantee is a religious entity, affiliated with a religious entity, or sponsor of religious activities, then Grantee shall abide by the HUD regulations 24 ,CFR 570.200 (j) which prohibits discrimination on the basis of religion and prohibits the use of funds for religious activities, an~ places other restrictions and limitations on the Grantee. WPC 4772M IIIP.,f -3- 15. Drua-free WorkDlace. The Grantee shall maintain a drug-free workplace at all time~ for the duration of this contract. 16. Lobbvina of Federal Officials.' The Grantee shall 'not use any .......~._..~_.-fundsprovided under this agreement to pay any person for influencing or attempting to influence an officer or employee of any Federal 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 cooperative agreement, and the extension, continuation, -renewal, amendment, or ~dification of any Federal contract, grant, loan, or cooperat i ve agreement. I f Grantee ut i 1 i zes any other funds for any of the aforementioned purposes, then the Grantee shall complete and submit Standard form-LlL, .Disclosure Form to Report Lobbying,. in accordance with its instructions. 17. Insurance. Grantee represents that it, and its agents, and staff employed by it are protected by worker's compensation insurance and has coverage under public liabil ity and property damage insurance policies which this Agreement requires to be demonstrated in the form of a certificate of insurance. Grantee will provide, prior to the commencement of the services required under this agreement the following certificates of insurance to the City : a) Statutory Worker's Compensation coverage plus $1,000,000 Employers liability coverage; b) General and Automobile Liability coverage to $1,000,000 combined single limit which names the City as an additional insured, and which is primary to any policy which the City may otherwise carry (.primary coverage-), and which treats the employees of the City in the same manner as members of the general public (-cross-liability coverage-). 18. Hold Harmless. Grantee shall defend, indemnify and hold harmless the City, its elected and appointed officers and employees, from and against all claims for damages, liability, cost and expense (including without limitation attorney's fees) arising out of the conduct of the Grantee, or any agency or employee, or others in. connect i on wi th the execut i on of the work covered by this Agreement, except only for those claims arising from the sole negligence or sole willful conduct of the City, its officers, or employees. Grantees indemnification shall include any and all costs, expenses, attorney's fees and liability incurred by the City, its officers and agents, or employees in defending against such claims, whether the same proceed to judgement or not. Further,' Grantee at its own expense shall, upon written request by the City, defend any such suit or action brought against the City, its officer,. agents, or employees. Grantee's indemnification of City shall not be limited by any prior or subsequent declaration by the Grantee. 19. SusDension and Termination. . -In accordance with HUD regulation 24 CfR 85.43, Grantee may be suspended or terminated by the City after 30 days written notice to the Grantee due to default by the Grantee or the Grantee's inability to perform, regardless of whether such inability is due to circumstances within or beyond the Grantee's control. The award may be terminated for convenience in accordance with 24 CfR 85.44. Settlement of any ~isputes shall be based on the laws of the State of California. VPC (,nZH -4- IPP-.(, - -- -- ; 20. Breach of Contract. The parties reserve the right to pursue any remedy provided under California law for remedy in instances where contractors violate or breach contract terms. 21. Reversion of Assets. Upon expiration of this agreement, Grantee shall transfer to the City any COBG funds on hand at the time of expiration and any accounts receivable attributable to the use of COBG funds, including any program income derived from COBG funds. IN WITNESS WHEREOF, City and Grantee have executed this Agreement this ____ day of " 1991. CITY OF CHULA VISTA BY: Tim Nader Mayor, City of Chula Vista ATTEST: City Clerk APPROVEO AS TO FORM BY: Bruce M. Boogaard City Attorney SENIOR ADULT SERVICES BY: ~~~ Exhibit list Exhibit A. Statement of Work and Schedule Exhibit B. Budget . LI) Exhibit C. City of Chula Vista Party Oisclosure Statement ~. Exhibit O. HUD Income Limits (Revised April 17, 1991) ~~ Exhibit E. COBG Expense Reimbursement Clean Form ~~ ,..4 wpe 4772" IP?" ? -5- - EXHIBIT A. Statement of Work & Schedule 1. Description Meals-On-Wheels will deliver two nutri- tious meals per day, five days (Monday-Friday) per week to qualified residents of the City of Chula Vista. Deli- veries of a hot dinner and cold supper are made simulta- neously, between 11:30 a.m. and 1:30 p.m. Special diets (low sodium, dietetic, etc.) are provided if required. 2. Schedule Meal delivery program is on a continuous basis, 12 month a year. Meals are delivered 5 days (Monday-Friday) a week including legal holidays that fall on a regular delivery day. Meals-On-Wheels anticipates delivery of approximately 46,000 meals in 1991 to resi- dents of the City of Chula Vista. - - 1~?-1 Schedule Budget The total Meals-On-Wheels budget services ~o Chula Vista residents for F.Y. $271,702, including the $250 grant from the Vista. Grant funds vill be used exclusively to and supplies used to deliver meals to residents Chula Vista. [xHIBIT B projected for 1991-1992 is City of .Chula purchase food of the C;ity of Additional funds are being provided for Cbula Vista from a county-vide annual fundraising campaign. /oJ?- 'j THE crry OF ClIUI..A JIlSTA PARTY DISCLOSURE STATEMENT (X.HI8IT C -\ Statement of disclosure of certain ownership interests, payments, or campaign contributions, on all matters which will require discretiomuy action on the part of the Qty Council, Planning Commission, and all other official bodies. The fonowing information must be disclosed: 1. List the names of all subcontractor, material su Salvation &r.y - Door of Scripps Nedical 8Osp. of 1a Vista Coamunity Bospl~.l of Chula ista interest in the contract, Basic Pour Service contractor, 2. If any person identified pursuant t 1) above is a corporation or partners individuals owning more than 10% f the shares in the corporation 0 interest in the partnership_ 3. If any person identified pursuant to (1) ab ye is non-profit or . tion or a trust, list the names of any person serving as director of the n -profit orga' ion or as trustee or beneficiary or trustor of the ~rust. 'i MODe . 5. Please identify each and every person, inel anyagen , employees, consultants or independent contractors who you have assigned to re esent you befo the City in this matter. Mrs. Quentin Stokes - Ac!v. COIUII. M er' Mr. Pred Crawford - Ac!v. CoIUII. Me er lis. Dana Burak - "ployee -. 11> 4. Have you bad more than $250 worth of business 'ansacted with any member of the City staff, Boards, CoJlullisslOns, Committees and Council 't' the past twelve months? Yes No....1- If yes, please indicate person(s): 6. Have you and/or your officers Counci1member in the current Counci1member(s): agents, in the aggregate, con 'buted more than $1,000 to a preceding election period? Yes No.!- If yes, state which organizI:ttion, corporation, oth~ political subdivision, Person is defined as: ~ indiIIiduaI. estate, trust, receiver, syndic4te. this or any otlJu group or combinlllion ~pa.rtnership, joint wntuI'e, lISSodation, socillJ club, frt1 any other~, d(y and COWIby, city, municipaJiJy, district g tlS Il unit: (NOTE: Attach additional pages as nec:eswy) J)ate: ~~~ 6~4<<,..' ~-~ \ Signature of contractor/applicant ~~,/~~ ~/;~ Print or type name of contractor/applicant fR.-ui~...". 1 1 l"in HV\.'t - IC:\WPSl\COUNOL\DlSa.osE.TXT] I~P' II) RESOLUTION NO. I"JJ..I RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA APPROVING AGREEMENT BETWEEN THE CITY OF CHULA VISTA AND JOBS FOR YOUTH AND AUTHORIZING THE MAYOR TO EXECUTE SAID AGREEMENT WHEREAS, the City participates in the Community Development Block Grant (CDBG) Program, a principal goal of which is to fund projects and servi ces whi ch will benefi t low and moderate- income Chu1 a Vi sta households; and, WHEREAS, the City will be entering into a separate funding agreement wi th HUD for the City's annual CDBG ent it 1 ement and also ant i c i pates program income from the Housing Rehabilitation Revolving Fund; and, WHEREAS, the City Council of the City of Chu1a Vista held a public heari ng and allocated CDBG ent it 1 ement and program income funds on May 21, 1991, a portion of which was allocated for the Grantee; and, WHEREAS, the City is desirous of having certain services for low and moderate-i nCOl11e househol ds whi ch staff has determi ned is e1 i gi b1 e for CDBG funding, performed by the Grantee, and WHEREAS, HUD requires the execution of a written agreement setting out the terms and obligations for the expenditure of CDBG funds by the Grantee; and, WHEREAS, Grantee warrants and represents that they are experi enced and staffed in a manner such that they can prepare and deli ver the servi ces required of Grantee within the time frames herein provided all in accordance with the terms and condition of this Agreement; NOW, .THEREFORE, THE CITY OF THE CITY OF CHULA VISTA DOES HEREBY FIND, DETERMINE ORDER, AND RESOLVE AS FOLLOWS: SECTION 1. The City Council does hereby approve the agreement and Standard Addendum #1 to said agreement with Jobs for Youth dated August 13, 1991 (Document # ) a copy of which is attached hereto and incorporated herein, the same as though fully set forth herein. SECTION 2. The City Council does hereby direct and authorize the Mayor of the City of Chula Vista to execute said contract for and on behalf of the City of Chula Vista. SECTION 3. This Resolution shall take and be in full force and effect immediately upon the passage and adoption hereof. I~?-/ SECTION 4. The City Clerk shall certify to the passage and adoption of this Resolution; shall enter the same in the book of original Resolutions of said City; and shall make a mi nute of the passage and adopt i on hereof in the minutes of the meeting at which the same is passed and adopted. Presented by Approved as to form by Bruceif:O~:d r City Attorney ~~ Chris Salomone Community Development Director WPC 4789H/4790H /~?-~ -2- AGREEMENT SETTING OUT TERMS AND OBLIGATIONS OF . JOBS FOR YOUTH IN REGARD TO THE EXPENDITURE OF CITY FUNDS APPROPRIATED THIS AGREEMENT is made this August 13, 1991, for the purposes of reference only, and effective as of the date last executed between the parties, between the City of Chu1a Vista (WCityW) herein, a municipal corporation of the State of California, and Jobs for Youth, a non-profit organization (wGranteeW), and is made with reference to the following facts: B.Et.lIA1~ WHEREAS, the City participates in the Community Development Block Grant (COBG) Program, a principal goal of which is to fund projects and services which will benefit low and moderate-income Chu1a Vista households; and, WHEREAS, the City has entered into a separate funding agreement with HUO for the City's annual COBG entitlement and also anticipates program income from the Housing Rehabilitation Revolving Fund; and, WHEREAS, the City Council of the City of Chu1 a Vi sta held a pub1 ic hearing and allocated CDBG entitlement and program income funds on May 21, 1991, a portion of which was allocated for the Grantee; and, WHEREAS, the City is desirous of having those certain services for low and moderate-income households, hereinafter enumerated, performed by the Grantee, and WHEREAS, HUO requires the execution of a written agreement setting out the terms and obligations for the expenditure of COBG funds by t~e Grantee; and, WHEREAS, Grantee warrants and represents that they are experienced and staffed in a manner such that they can prepare and deliver the services required of Grantee within the time frames herein provided all in accordance with the terms and condition of this Agreement; NOW, THEREFORE, in consideration of the mutual obligations of the parties as herein expressed, the parties hereto agree as follows: 1. Term of Aareement. The term of this agreement shall be for a period of one (1) year, from July 1, 1991 through June 30, 1992. 2. Statement of Work and Schedule. The Grantee shall perform thos~ duties described in the Statement of Work in Exhibit A, attached hereto and incorporated herein. These services shall be provided during the term of this agreement and according to the Performance Schedule in Exhibit A, attached hereto and incorporated herein. UPC 4770H IP(J" ;1 -1- 3. Low and Moderate Income Reauirement. The services to be performed by Grantee shall. be provided primarily to persons of low and moderate income households. A minimum of 7~ of the persons provided services shall be of low-and moderate-income, as determined by the most current HUD Income Limits for the San Diego SMSA, a copy of which is attached hereto and incorporated herein (Exhibit D). Grantee shall use reasonable means to determine the income level of each person or family served. . 4. ComDensation and Budaet. The Grantee agrees to expend City-appropriated funds to meet bona fide obltgationsincurred for general operating expenses, including personnel costs. The City shall compensate Grantee for-said services up to a maximum amount not to exceed $3,100 (THREE THOUSAND, ONE HUNDRED DOLLARS). An itemized budget for said expenses is in Exhibit B, attached hereto and incorporated herein. 5. Reimbursement PaYments. Payment of those City appropriated. funds shall be made to Grantee in monthly installments following receipt of the -CDBG Expense Reimbursement Claim- form (a blank copy of which 1s attached) from the Grantee. Expenses itemized on the -Expense Reimbursement Cl aim" form shall be limited to actual expenses incurred during the period specified on said form, and shall not include any antiCipated costs. Grantee shall attach documentation, such as receipts, bills, payrolls, etc. as shall provide reasonable proof of actual expenses incurred. 6. ReDorts. The Grantee shall provide the City with a quarterly report, submitted no later than 40 days after the last day of the previous quarter, which includes a brief narrative of the services provided and an itemized accounting of the expenditures of CDBG funds during the previous quarter. In addition, said report shall include the following statistical data for persons/households served during the previous quarter: (a) the total number of persons/households served; (b) the number of persons/households receiving each type of service provided; (c) of the persons/households served, the number of residents and non-residents of Chula Vista; (d) annual gross household income by standard categories, adjusted for family size (low, moderate, other); . - (e) race or ethnicity according to standard categories (Black, Hispanic, Asian/Pacific Islander, Native American, White); (f) number of female-headed households served. 7. Assignment. The services of Jobs for Youth are personal to that organization. The Performance of this agreement may not, by subagreement, b~ assigned to any other entity without prior written consent of the City. upe 4nON l~f-1 -2- - - - f- 8. Financial Records and Audits. The Grantee shall maintain all financial records for three 'years following the term of this agreement. The City, at 1ts discretion may require the Grantee to provide or allow the City to undertake a complete financial and program audit of 1ts records. Those records shall contain, at a minimum, the following information for each client . '.'served: income, residency, and ethnicity. The records shall also contain receipts or other proof of. all expenditures made with City CDBG funds. 9. ReDresentatives. The Community Development Director, or his/her designated representative, shall represent the City in all matters pertaining to the services rendered pursuant to the agreement and shall administer this agreement on behalf of the City. The Director of Jobs for Youth, or his/her designated representative, shall represent the Grantee in all matters pertaining to the services rendered pursuant to the agreement and shall administer this agreement on behalf of the Grantee. 10. Uniform Administrative Reauirements. The Grantee shall comply with the applicable uniform administrative requirements as described in Hue regulation 24 CFR 570.502. This Hue regulation requires compliance with certain sections of 24 CFR Part 85 .Uniform Administrative Requirements for Grants and Cooperative Agreements to State and local Governments.. 11. Other Program Reau i rements. The Grantee shall carry out each activity specified under this agreement with all Federal laws and regulations described in 24 CFR 570, Subpart K, with the following exceptiol1s: a) The Grantee does not assume environmental responsibilities described at 24 CFR 570.604; b) The Grantee does not assume responsibility for initiating the review process under the provisions of 24 CFR 570.612. -12. Accounting Procedure. The Grantee agrees to abide by the requirements of OMB Circular A-122 .Cost Principles for Non-Profit Organizations.. The Grantee shall account for use of Block Grant funds separately from other funds so as to demonstrate that the funds are used for their designated purposes. 13. Program Income. Any program income derived from CDBG funds shall be reported to the City and shall only be used by Grantee for the services funded under this agreement. All provisions of this agreement shall apply to the use of program income for said activities. Said program income shall be substantially disbursed for said services before the City will make additional reimbursements to the Grantee. If said program income 15 on hand when this agreement expires, or is received after expiration of this agreement, then said program income shall be paid to the City. 14. Conditions for Reliaious Oraanizations. If the Grantee 15 a religious entity, affiliated with a religious entity, or sponsor of religious activities, then Grantee shall abide by the HUe regulations 24 CFR 570.200 (j) which prohibits discrimination on the basis of religion and prohibits the use of funds for religious activities, and places other restrictions and limitations on the Grantee. UPC 4770M /pt.p.,~ -3- 15. Drua-free Worknlace. The Grantee shall maintain a drug-free -:. workplace at all tt~s for the duration of this contract. 16. Lobbvina of federal Officials. The Grantee shall not use any ;:-':':~~',:.:-"...funds -p'rovtded under this agreement to pay any person for influencing or ' attempting to influence an officer or employee of any Federal 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 cooperative agreement, and the extension, continuation, renewal, amendment, or ~iflcation of any Federal contract, grant, loan, or cooperative agreement. If Grantee utilizes any other funds for any of the aforementioned purposes, then the Grantee shall complete and submit Standard Form-lLl, -Disclosure Form to Report lobbying,. in accordance with its instructions. 17. Insurance. Grantee represents that it, and its agents, and staff employed by it are protected by worker's compensation insurance and has coverage under public liability and property damage insurance policies which this Agreement requires to be demonstrated in the form of a certificate of insurance. Grantee win provide, prior to the commencement of the services required under this agreement the follOWing certificates of insurance to the City : a) Statutory Worker's Compensation coverage plus $1,000,000 Employers liability coverage; b) General and Automobile liability coverage to $1,000,000 combined single limit which names the City as an additional insured, and which is primary to any policy which the City lIay otherwise carry (.primary coverage.), and which treats the employees of the City in the same manner as members of the general public (.cross-liability coverage.). - 18. Hold Harmless. Grantee shall defend, indemnify and hold harmless the City, its elected and apPOinted officers and employees, from and against all claims for damages, liability, cost and expense (including without limitation attorney's fees) arising out of the conduct of the Grantee, or any agency or employee, or others in connection with the execution of the work covered by this Agreement, except only for those claims arising from the sole negl igence or sole willful conduct of the City, its 9fficers, or employees. Grantees indemnification shall include any and all costs, expenses, attorney's fees and liability incurred by the City, its officers and agents, or employees in defending against such claims, whether the same proceed to judgement or not. Further, Grantee at its own expense shall, upon written request by the City, defend any such suit or action brought against the City, its officer, agents, or employees. Grantee's indemnification of City shall not be limited by any prior or subsequent declaration by the Grantee. 19. SusDension and Termination. 'In accordance with HUD regulation 24 eFR 85.43, Grantee may be suspended or terminated by the City after 30 days written notice to the Grantee due to default by the Grantee or the Grantee's inability to perform, regardless of whether such inability is due to circumstances within or beyond the Grantee's control. The award lIay be terminated for convenience in accordance with 24 CFR 85.44. Settlement of any disputes shall be based on the laws of the State of California. ' - upe 4770M IP~. /, -4- 20. Breach of Contract. The parties reserve the right to pursue any remedy provided under California law for remedy in instances where contractors violate or breach contract terms. 21. Reversion of Assets. Upon expiration of this agreement, Grantee shall transfer to the City any CDBG funds on hand at the time of expiration and any accounts receivable attributable to the use of CDBG funds, including any program income derived from CDBG funds. . IN WITNESS WHEREOF, City and Grantee have executed this Agreement this _ day of , 1991. CITY OF CHUlA VISTA BY: T1m Nader Mayor, City of Chula Vista ATTEST: City Clerk APPROVED AS TO FORM BY: Bruce M. Boogaard City Attorney JOBS FOR YOUTH ~ . BY: A-, ~<"fII/L) a...J Exhibit list Exhibit A. Statement of Work and Schedule Exhibit B. Budget Exhibit C. City of Chula Vista Party Disclosure Statement ~D Exhibit D. HUD Income limits (Revised April 17, 1991) ~~ Exhibit E. CDBG Expense Reimbursement Clean Form se~ "o( we 4170K IPq-7 -5- EXHIBIT A EXHIQIT R Jobs for Youth statement of Work and Schedule 1. statement of Work ,Jobs for Youth will assist local youth, ages 14-22, to find temporary employment. We will intake employment opportunities from local businesses, churches, and households and match them to youth who are looking for temporary work assignments. We will also assist the youth to prepare for job interviews. The program will serve 1,000 youth from low and moderate income households. 2. Schedule for Implementation Jobs for Youth will operate Monday, Wednesday, and Friday form 10 A.M. to 4 P.M. at Lauderbach Community Center, 333 Oxford st., Chu1a vista. during the term of this contract. Budaet Salaries/Benefits Rent/Utilities Equipment/Supplies Other EXDenses $ 2,400.00 285.50 299.50 115.00 Total $ 3,100.00 II/~~~ THE Cl7Y OF CHULA VISTA PARTY DISCLOSURE STATEMENT fl.HIRIT C -. Statement of disclosure of certain ownership interests, payments, or campaign contributions, on all matters which will require discretionary action on the part of the City Council, Planning Commission, and all other official bodies. The following information must be disclosed: 1. List the names of all persons having a financial interest in the contract, i:e., contractor, subcontrartor, _ material_ sUl?olier. . Jobs 2. rsuant to (1) above is a corporation or partners , list the names of all individuals owning more an 10% of the shares in the corporation 0 .... wning any partnership interest in the partnership. f. . 'i~ ) above is non-profit 0 nization or a trust, list the names e non-profit organi Ion or as trustee or beneficiary or 3. IT any person identified pursuant to of any person serving as director of trustor of the ~rust. Nora Sears, Director June Brines, Treasurer - 4. Have you had more than $250 worth of busine Boards, Commissions, Committees and Council No.-!.... If yes, please indicate person(s): ansacted with any member of the City staff, in the past twelve months? Yes 5. . Please identify each and every person, includ. any age contractors who you have assigned to repr ent you befo . ;,# employees, consultants or independent the City in this matter. 6. Have you and/or your officers or ~nts, . in the aggregate, contrio ed more than $1,000 to a Councilmember in the current or eceding election period? Yes 0 X- If yes, state which Councilmember(s): 'f - - tutnership, joint venture, association, social dub, fraternal org. . 'lion, corporation, er county, city and country, city, municipality, district or other pOlitical subdivision, a unit." Person is defined as: ':Any individual, finn, estate, tIUSt, receiver, syndicate, this and an or any oOzer group or combination acting (NOTE: Attach additional pages as Date: [/9/91 ry) ':4-t1 ,. ~ ~ ~~ Signature of contractor/applicant Ifora Sears - /~q- 9 (C:\ WP51 \COUNCIL \DISCLOSE. TXTJ Print or type name of contractor/applicant (Revised: 11/30/90) RESOLUTION NO. J~ 3 .2.:l. RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHUlA VISTA APPROVING AGREEMENT BETWEEN THE CITY OF CHUlA VISTA AND SOUTH BAY COMMUNITY SERVICES AND AUTHORIZING THE MAYOR TO EXECUTE SAID AGREEMENT WHEREAS, the City participates in the Community Development Block Grant (CDBG) Program, a principal goal of which is to fund projects and services which will benefit low and moderate-income Chula Vista households; and, WHEREAS, the City will be entering into a separate funding agreement with HUD for the City's annual CDBG ent it 1 ement and also ant i c i pates program income from the Housing Rehabilitation Revolving Fund; and, WHEREAS, the City Council of the City of Chula Vista held a public hearing and allocated CDBG entitlement and program income funds on May 21, 1991, a portion of which was allocated for the Grantee; and, WHEREAS, the City is desirous of having certain services for low and moderate- income househol ds whi ch staff has determi ned is el igi bl e for CDBG funding, performed by the Grantee, and WHEREAS, HUD requires the execut i on of a written agreement setting out the terms and obligations for the expenditure of CDBG funds by the Grantee; and, WHEREAS, Grantee warrants and represents that they are experi enced and staffed in a manner such that they can prepare and deli ver the servi ces required of Grantee within the time frames herein provided all in accordance with the terms and condition of this Agreement; NOW, THEREFORE, THE CITY OF THE CITY OF CHUlA VISTA DOES HEREBY FIND, DETERMINE ORDER, AND RESOLVE AS FOllOWS: SECTION 1. The City Council does hereby approve the agreement and Standard Addendum #1 to said agreement with South Bay Community Services dated August 13, 1991 (Document # ) a copy of which is attached hereto and incorporated herein, the same as though fully set forth herein. SECTION 2. The City Counc il does hereby direct and authori ze the Mayor of the City of Chula Vista to execute said contract for and on behalf of the City of Chula Vista. SECTION 3. This Resolution shall take and be in full force and effect immediately upon the passage and adoption hereof. /1Jf\ ~ / SECTION 4. The City Clerk shall certify to the passage and adoption of this Resolution; shall enter the same in the book of original Resolutions of sa i d City; and sha 11 make a mi nute of the passage and adopt i on hereof in the minutes of the meeting at which the same is passed and adopted. Presented by Approved as to form by ~~ Chris Salomone Community Development Director ;!~ fit. Bruce M. Boogaard City Attorney WPC 4789H/4790H -2- IP~-~ AGREEMENT SETTING OUT TERMS AND OBLIGATIONS OF SOUTH BAY COMMUNITY SERVICES IN REGARD TO THE EXPENDITURE OF CITY FUNDS APPROPRIATED THIS AGREEMENT is made this August 13, 1991, for the purposes of reference only, and effective as of the date last executed between the parties, between the City of Chu1a Vista ("City") herein, a municipal corporation of the State of Ca1 i fornia, and South Bay CORll1unity Services, a non-profit organization ("Grantee"), and is made with reference to the following facts: Bf.'lIA1~ WHEREAS, the City participates in the CORll1unity Development Block Grant (CDBG) Program, a principal goal of which is to fund projects and services which will benefit low and moderate-income Chu1a Vista households; and, WHEREAS, the City has entered into a separate funding agreement with HUD for the City's annual CDBG entitlement and also anticipates program income from the Housing Rehabilitation Revolving Fund; and, WHEREAS, the City Council of the City of Chu1 a Vista held a pub1 ic hearing and allocated CDBG entitlement and program income funds on May 21, 1991, a portion of which was allocated for the Grantee; and, WHEREAS, the City is desirous of having those certain services for low and moderate-income households, hereinafter enumerated, performed by the Grantee, and WHEREAS, HUD requires the execution of a written agreement setting out the terms and obligations for the expenditure of CDBG funds by the Grantee; and, WHEREAS, Grantee warrants and represents that they are experi enced and staffed in a manner such that they can prepare and deliver the services required of Grantee within the time frames herein provided all in accordance with the terms and condition of this Agreement; NOW, THEREFORE, in consideration of the mutual obligations of the parties as herein expressed, the parties hereto agree as follows: 1. Term of Aareement. The term of this agreement shall be for a period of one (1) year, from July 1, 1991 through June 30, 1992. 2. Statement of Work and Schedule. The Grantee shall perform those duties described in the Statement of Work in Exhibit A, attached hereto and incorporated herein. These services shall be provided during the term of this agreement and according to the Performance Schedule in Exhibit A, attached hereto and incorporated herein. UPC ,roH //)~..3 -1- 3. low and Moderate Income Reauirement. 'The services to be performed by Grantee shall be provided primarily to persons of low and - moderate income households. -A minimum of 70% of the persons provided services shall be of low- and moderate-income, as determined by the most current HUD Income limits for the San Diego SMSA, a copy of which is attached hereto and incorporated herein (Exhibit D). Grantee shall use reasonable means to determine the income level of each person or family served. 4. ComDensation and Budget. The Grantee agrees to expend City-appropriated funds to meet bona fide obligations incurred for office rent at 315 Fourth Avenue. The City shall compensate Grantee for said services up to a maximum amount not to exceed $20,000 (TWENTY THOUSAND DOllARS). An itemized budget for said expenses is in Exhibit B, attached hereto and incorporated herein. . 5. Reimbursement Payments. Payment of those City appropriated funds shall be made to Grantee in monthly installments following receipt of the .CDBG Expense Reimbursement Claim" form (a blank copy of which is attached) from the Grantee. Expenses itemized on the "Expense Reimbursement Claim" form shall be limited to actual expenses incurred during the period specified on said form, and shall not include any anticipated costs. Grantee shall attach documentation, such as receipts, bills, payrolls, etc. as shall provide reasonable proof of actual expenses incurred. 6. ReDorts. The Grantee shall provide the City with a quarterly report, submitted no later than 40 days after the last day of the previous quarter, which includes a brief narrative of the services provided and an itemized accounting of the expenditures of CDBG funds during the previous quarter. In addition, said report shall include the following statistical data for persons/households served during the previous quarter: - (a) the total number of persons/households served; (b) the number of persons/households receiving each type of service provided; (c) of the persons/households served, the number of residents and non-residents of Chula Vista; (d) annual gross household income by standard categories, adjusted for family size (low, moderate, other); (e) race or ethnicity according to standard categories (Black, Hispanic, Asian/Pacific Islander, Native American, White); (f) number of female-headed households served. 7. Assianment. The services of South Bay Community Services are personal to that organization. The Performance of this agreement may not, by subagreement, be assigned to any other entity without prior written consent of the City. - UPC 4173H Id/(-'1 -2- 8. Financial Records and Audits. The Grantee shall maintain all financial records for three years following the term of this agreement. The City, at its discretion may require the Grantee to provide or allow the City to undertake a complete financial and program audit of its records. Those records shall contain, at a minimum, the following information for each client served: income, residency, and ethnicity. The records shall also contain receipts or other proof of all expenditures made with City CDBG funds. 9. ReDresentatives. The Community Development Director, or his/her designated representative, shall represent the City in all matters pertaining to the services rendered pursuant to the agreement and shall administer this agreement on behalf of the City. The Director of South Bay Community Services, or his/her designated representative, shall represent the Grantee in all matters pertaining to the services rendered pursuant to the agreement and shall administer this agreement on behalf of the Grantee. 10. Uniform Administrative Reauirements. The Grantee shall comply with the applicable uniform administrative requirements as described in HUD regulation 24 CFR 570.502. This HUD regulation requires compliance with certain sections of 24 CFR Part 85 "Uniform Administrative Requirements for Grants and Cooperative Agreements to State and Local Governments." 11. Other Proaram Reau i rements. The Grantee shall carry out each activity specified under this agreement with all Federal laws and regulations described in 24 CFR 570, Subpart K, with' the following exceptions: a) The Grantee does not assume environmental responsibilities described at 24 CFR 570.604; b) The Grantee. does not assume responsibil ity for initiating the review process under the provisions of 24 CFR 570.612. 12. Accountina Procedure. The Grantee agrees to abide by the requirements of OMB Circular A-122 "Cost Principles for Non-Profit Organizations." The Grantee shall account for use of Block Grant funds separately from other funds so as to demonstrate that the funds are used for their designated purposes. 13. Proaram Income. Any program income derived from CDBG funds shall be reported to the City and shall only be used by Grantee for the services funded under this agreement. All provisions of this agreement shall apply to the use of program income for said activities. Said program income shall be substantially disbursed for said services before the City will make additional reimbursements to the Grantee. If said program income is on hand when this agreement expires, or is received after expiration of this agreement, then said program income shall be paid to the City. 14. Conditions for Rellaious Oraanizations. If the Grantee is a religious entity, affiliated with a religious entity, or sponsor of religious activities, then Grantee shall abide by the HUD regulations 24 CFR 570.200 (j) which prohibits discrimination on the basis of religion and prohibits the use of funds for religious activities, and places other restrictions and limitations on the Grantee. WPC 4173M /P~...5' -3- 15. Drug - free WorkD 1 ace. The Grantee sha 11 ma 1 nta 1 n a drug - free workplace at all times for the duration of this contract. ~ 16. ~obbYina of Federal Officials. The Grantee shall not use any funds provided under this agreement to pay any person for influencing or attempting to influence an officer or employee of any Federal agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of 'Congress 1n connection with the awarding of any Federal contract, the making of any cooperative agreement, and the extension, continuation, renewal, amendment, or modification of any Federal contract, grant, loan, or cooperative agreement. If Grantee util izes any other funds for any of the aforementioned purposes, then the Grantee shall complete and submit Standard Form-lll, "Disclosure Form to Report lobbying," in accordance with its instructions. 17. Insurance. Grantee represents that it, and its agents, and staff employed by it are protected by worker's compensation insurance and has coverage under pub1 ic liabil ity and property damage insurance policies which this Agreement requires to be demonstrated in the form of a certificate of insurance. Grantee will provi de, pri or to the comencement of the servi ces required under this agreement the following certificates of insurance to the City : a) Statutory Worker's Compensation coverage plus $1,000,000 Employers liability coverage; b) General and Automobile Liability coverage to $1,000,000 combined single limit which names the City as an additional insured, and which is primary to any policy which the City may otherwise carry ("primary coverage"), and which treats the employees of the City in the same manner as members of the general public ("cross-liability coverage"). 18. Hold Harmless. Grantee shall defend, indemnify and hold harmless the City, its elected and appointed officers and employees, from and against all claims for damages, liability, cost and expense (including without limitation attorney's fees) arising out of the conduct of the Grantee, or any agency or employee, or others in connection with the execution of the work covered by this Agreement, except only for those cl~ims arising from the sole neg 11 gence or sole wi 11 fu 1 conduct of the City, its offi cers, or employees. Grantees indemnification shall include any and all costs, expenses, attorney's fees and liability incurred by the City, its officers and agents, or employees in defending against such claims, whether the same proceed to judgement or not. Further, Grantee at its own expense shall, upon written request by the City, defend any such suit or action brought against the City, its officer, agents, or employees. Grantee's indemnification of City shall not be limited by any prior or subsequent declaration by the Grantee. 19. SusDension and Termination. In accordance with HUD regulation 24 CFR 85.43, Grantee may be suspended or terminated by the City after 30 days written notice to the Grantee due to default by the Grantee or the Grantee's inability to perform, regardless of whether such inability is due to circumstances within or beyond the Grantee's control. The award may be terminated for convenience in accordance with 24 CFR 85.44. Settlement of any disputes shall be based on the laws of the State of California. "'PC 4773M -4- Itllf- ~ - - 20. Breach of Contract. The parties reserve the right to pursue any remedy provided under California law for remedy in instances where contractors violate or breach contract terms. 21. Reversion of Assets. Upon expiration of this agreement, Grantee shall transfer to the City any CDBG funds on hand at the time of expiration and any accounts receivable attributable to the use of CDBG funds, including any program income derived from CDBG funds. IN WITNESS WHEREOF, City and Grantee have executed this Agreement this _ day of , 1991. CITY OF CHULA VISTA BY: Tim Nader Mayor, City of Chula Vista ATTEST: City Clerk APPROVED AS TO FORM BY: Bruce M. Boogaard City Attorney SOUTH BAY COMMUNITY SERVICES Exhibit List Exhibit A. Exhibit B. Exhibit C. Exhibit D. Exhibit E. Statement of Work and Schedule Budget City of Chula Vista Party Disclosure Statement ~b HUD Income Limits (Revised April 17, 1991) ~~ CDBG Expense Reimbursement Clean Form ~ "fJ4 ~o( "PC 4773H -5- /P<-7 1IfWf-='?f:- . "..... "...r_"---' ..' .; .. ~~*7:~~~~~:5:!~:~ -..- -:--. -..:.. ,.... .... - -'::.:7".-~ , ~--- EKhibi t A ~:",:;:,":,'!,:scribe the main objectives your organization strives to attain: ~;. ~. The overall p~rpose of South Bay Community Services is to ~,';' linforce the family's role 'in the community and to assist YQuth .... "to.."".spire .realistically to lives of self-fulfillment. (;- / . / ! -- Main objectives include: 1. Juvenile risk" youth system. Crime Pr'evention - reduction in delinquency among "high and reduction in recidivism among youth in the justice 2. Prevention of the Exploitation of Children and Youth - this includes services aimed a child abuse prevention. 3. Improve school performance truancy. of youth,l"educe drOp out rate, 4. ,Increase youth employability and youth employment rate 5. Improve family functioning . - 6. Improve parenting skills 7: --Reunification of families. ~ . ;. .~~"'t-':: B. Provide quality services for runaway and~homeles~;youth and their families ~ncluding, crisis intervention, street outreach, counseling and shelter. )' ~ -. . ,-..... 9. Provide qual ity after school care :-program 'for 'young people .-- .....~..~.,,', -.-:'. '-:-';:---, ";":. . 10. Provide prevention intervention gang prevention/intervention services educat ion to parent. and teacher , services, recreation,and gr~~fi~~~em~val 11. Provide AIDS prevention education to youth. including: gang counseling and .services. 12. Train peer educator/counselors 13. Provide training and experience 'to students and community member thr'ough volunteer work. 14. Work cooperatively with other agencies local, statewide and nationally in insuring effective human services. 15. .To provide a quality fee based counseling area. Cases dealt with include domestic counseling, individual adult issues and other problems not addressed by current funding. clinic for South Bay violence, marriage '~ersonal and family - )~,f-r NON-PERSONNEL Rent TOTAL CONTRACT SOUTH BAY COMMUNITY SERVICES, INC. GENERAL OPERATION BUDGET 91-92 EXPLANATION Rent for Office Space /~{., Exhibit B TOTAL 20,000 20.000 THE CITY OF CHULA VISTA PARTY DISCLOSURE STATEMENT fX.HIR~T C ~ Statement of disclosure of certain ownership interests, payments, or campaign contributions, on all matters . which will require discretionary action on the part of the City Council, Planning Commission, and 1 other official bodies. The following information must be disclosed: Kathr n Lembo list the names of all . ng any partnership 1. List the ilames of all persons having a fmancial interest in the contrac~ subcontractor, material supplier. . . S rvices 2 If any person identified pu t to (1) above is a corporation or partnersh. individuals owning more than 0% of the shares in the corporation or interest in the partnership. 3. If any person identified pursuant to (1) a of any person serving as director of the trustor of the ~rust. ve is non-profit or nization or a trus~ list the names Ion or as trustee or beneficiary or (see attached list) ...--. ~. Have you had more than $250 worth of busine Boards, Commissions, Committees and Coun . No ~ If yes, please indicate person(s): acted with any member of the City staff, .thin e past twelve months? Yes ). . Please identify each and every person, incl contractors who you have assigned to re ng any agents, e' loyees, consultants or independent sent you before tll . City in this matter. . t. Have you and/or your officers Councilmember in the current 0 Councilmember(s): . agents, in the aggregate, contribut receding election period? Yes mqre than $1,000 to a A If yes, state which ~ is defmed as: -Any individual, fi "partnership, joint venture, associQtion, social club, frQtemal org . trace, trust, receiver, syndicQte, this an . ~ other county, city and counby, city, municiPQlity, district or other r Qny. otller group or combinQtion acting as a unit.- ::\ WP51 \COUNCII.\DISCLOSE.ThI) /~~/P - ~OTE: )ate: Attach additional pages as necessary) sf? -'l/ . 7 Print or type name of contractor japplicant IRc\iscd: 11/30/901 --. BOARD OF DIRECTORS ROSTER SOUTH BAY COMMUNITY SERVICES .... Shirley Ferrill, President Program Coordinator Metro, Inc. 2112 14th Street National City, CA 91950 234-3158 (work) 267-2516 (home) Ranie Hunter, Secretary' The Baldwin Company 11995 EI Camino Real, Ste 200 San Diego, CA 92130 259-2900 (work) Ty Compton Compton & Associates 299 Landis Ave., Suite 201 Chula Vista, CA 91910 425-6040 (work) - -.~ - -. . Joan McMurtry 215 Rogan Road Chula Vista, CA 91910 426-6521 (home) Artistry by Design (shop) 1223A Third Avenue Chula Vista, CA 91911 426-2900 Ray-Etta Morrell Altrusa Club 116 Palomar Street Chula Vista, CA 91911 422-3628 (home) William J. Winters Chief of Police Chula Vista Police Dept. 376 Fourth Avenue Chula Vista, CA 91910 691-5185/5055/5150 (work) 475-5338 (home) //J~~/I Reyes Franco, Vice President Agent, C.V. Police Dept. 453 Smokey Circle Chula Vista, CA 91910 691-5243 (work) Charles L. Pugsley, Treasurer Agent, C.V. Police Dept. 3702 Wild Oats Lane Bonita, CA 91902 691-5203 (work) Kathryn Lembo Executive Director 315 4th Avenue, Suite E Chula Vista, CA 91910 420-3620 (work) CharI es 'Moore__ Sales Mgr, Laidlaw Waste Sys. 881 Energy Way Chula Vista, CA 91911 421-9400 (work)' Robert R. Sutherland Sutherland Management Co. .4394 Bonita Road Bonita, CA 91902 415-4041 415-5338 (home). ..- . .....- ..... ..... v v u u u u u u uo 00 00 00 00 w an 1.0 00 Vl 0 III III o III o III III 0 00 00 III 0 III III CP rot q Vl N O\r-- "'0\ Or-- ION ...0 100 Ill'" Ill... "'... Qo .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. 0 Oq an N III CO 0'" COM Mr-- ON M ... U"I'" CO.., 0 U"I 0 CO !n M MN .., N IllM MN ..,N U"IM M N M'" MN .., N .., r-l 00 00 00 00 00 00 00 00 00 00 00 M W oan !n U') !nlll 00 00 III 0 OU"l U"IO U"IIll o III 00 - CP rotM MCO ~O\ ~O r-- M 0\10 ...0 Illr-- MCO NIO CO 10 ~ Qo .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. ~N MO M 10 r--O U')N OU') r--O ... 0\ M 0 ION r--M r-- "M MN .., N ..,M MN ..,N ..,M M ... M '" MN M'" oJ 0 , ~I :z: I 00 00 0 0 00 00 00 00 00 00 00 00 .... 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I (P.3 ~ :1 RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHUlA VISTA APPROVING AGREEMENT BETWEEN THE CITY OF CHUlA VISTA AND SOUTH BAY COMMUNITY SERVICES (FOR GRAFFITI ERADICATION) AND AUTHORIZING THE MAYOR TO EXECUTE SAID AGREEMENT WHEREAS, the City participates in the Community Development Block Grant (CDBG) Program, a principal goal of which is to fund projects and services which will benefit low and moderate-income Chula Vista households; and, WHEREAS, the City will be entering into a separate funding agreement with HUD for the City's annual CDBG entitlement and also anticipates program income from the Housing Rehabilitation Revolving Fund; and, WHEREAS, the City Council of the City of Chula Vista held a public hearing and allocated CDBG entitlement and program income funds on May 21, 1991, a portion of which was allocated for the Grantee; and, WHEREAS, the City is desirous of having certain services for low and moderate-income households which staff has determined is eligible for CDBG funding, performed by the Grantee, and WHEREAS, HUD requires the execution of a written agreement setting out the terms and obligations for the expenditure of CDBG funds by the Grantee; and, WHEREAS, Grantee warrants and represents that they are experi enced and staffed in a manner such that they can prepare and del iver the services required of Grantee within the time frames herein provided all in accordance with the terms and condition of this Agreement; NOW, THEREFORE, THE CITY OF THE CITY OF CHUlA VISTA DOES HEREBY FIND, DETERMINE ORDER, AND RESOLVE AS FOllOWS: SECTION 1. The City Council does hereby approve the agreement and Standard Addendum #1 to said agreement with South Bay Community Services dated August 13, 1991 (Document # ) a copy of which is attached hereto and incorporated herein, the same as though fully set forth herein. SECTION 2. The City Council does hereby direct and authorize the Mayor of the City of Chula Vista to execute said contract for and on behalf of the City of Chula Vista. SECTION 3. This Resolution shall take and be in full force and effect immediately upon the passage and adoption hereof. J~5.;/ SECTION 4. The City Clerk shall certify to the passage and adoption of this Resolution; shall enter the same in the book of original Resolutions of said City; and shall make a mi nute of the passage and adopt i on hereof in the minutes of the meeting at which the same is passed and adopted. Presented by ~~ Chris Salomone Community Development Director WPC 4789H/4790H //)5" ). -2- Bruce M. Boogaard City Attorney AGREEMENT SETTING OUT TERMS AND OBLIGATIONS OF SOUTH BAY COMMUNITY SERVICES IN REGARD TO THE EXPENDITURE OF CITY FUNDS 'APPROPRIATED THIS AGREEMENT is made this August 13, 1991, for the purposes of reference only, and effective as of the date last executed between the parties, between the City of Chu1a Vista ("City") herein, a municipal corporation of the State of California, and South Bay Conmunity Services, a non-profit organization ("Grantee"), and is made with reference to the following facts: B.E~lIA~~ WHEREAS, the City participates in the Convnunity Development Block Grant (CDBG) Program, a principal goal of which is to fund projects and services which wH 1 benefit low and moderate-income Chu1 a Vista households; and, . WHEREAS, the City has entered into a separate funding agreement with HUD for the City's annual CDBG entitlement and also anticipates program income from the Housing Rehabilitation Revolving Fund; and, WHEREAS, the City Council of the City of Chu1a Vista held a public hearing and allocated CDBG entitlement and program income funds on May 21, 1991, a portion of which was allocated for the Grantee; and, WHEREAS, the City is desirous of having those certain services for low and moderate-income households, hereinafter enumerated, performed by the Grantee, and WHEREAS, HUD requires the execution of a written agreement setting out the terms and obligations for the expenditure of CDBG funds by the Grantee; and, WHEREAS, Grantee warrants and represents that they are experi enced and staffed in a manner such that they can prepare and deliver the services required of Grantee within the time frames herein provided all in accordance with the terms and condition of this Agreement; NOW, THEREFORE, in consideration of the mutual obligations of the parties as herein expressed, the parties hereto agree as follows: 1. Term of Aareement. The term of thi s agreement shall be for a period of one (1) year, from July 1, 1991 through June 30, 1992. 2. Statement of Work and Schedule. The Grantee shall perform those duties described in the Statement of Work in Exhibit A, attached hereto and incorporated herein. These services shall be provided during the term of this agreement and according to the Performance Schedule in Exhibit A, attached hereto and incorporated herein. "PC 4787H /1).$'" J -1- 3. Compensation. and Budget. The Grantee agrees to expend - CUy-appropriated funds to meet bona fide obligations incurred for. neighborhood revitalization activities including graffiti eradication for Chula Vista businesses and residences. The City shall compensate Grantee for said services up to a maximum amount not to exceed $43,245 (FORTY-THREE THOUSAND, TWO HUNDRED FORTY-FIVE DOLLARS). An itemized budget for said expenses is in Exhibit B, attached hereto and incorporated herein. 4. Reimbursement PaYments. Payment of those City appropriated funds shall be made to Grantee in monthly installments following receipt of the "CDBG Expense Reimbursement Claim" form (a blank copy of which is attached) from the Grantee. Expenses itemized on the "Expense Reimbursement C1 aim" form shall be 1 imited to actual expenses incurred during the period specified on said form, and shall -not include any anticipated costs. Grantee shall attach documentation, such as receipts, bills, payrolls, etc. as shall provide reasonable proof of actual expenses incurred. 5. Reports. The Grantee shall provide 'the City with a quarterly report, submitted no later than 40 days after the last day of the previous quarter, which includes a brief narrative of the services provided and an itemized accounting of the expenditures of CDBG funds during the previous quarter. In addition, said report shall include the following statistical data for persons/households served during the previous quarter: - (a) the total number of persons/households served; (b) the number of persons/households receiving each type of service provided; - (c) of the persons/households served, the number of residents and non-residents of Chula Vista; (d) annual gross household income by standard categories, adjusted for family size (low, moderate, other); (e) race or ethnicUy according to standard categories (Black, Hispanic, Asian/Pacific Islander, Native American, White); (f) number of female-headed households served. 6. Assianment. The services of South Bay Community Services are personal to that organization. The Performance of this agreement may not, by subagreement, be assigned to any other entity without prior written consent of the CUy. 7. Financial Records and Audits. The Grantee shall maintain all financial records for three years following the term of this agreement. The City, at its discretion may require the Grantee to provide or allow the City to undertake a complete financial and program audit of its records. Those records shall contain, at a minimum, the following information for each client served: income, residency, and, ethnicity. The records shall also contain receipts or other proof of all expenditures made with City CDBG funds. -. WPC 4787M / If)"s ., '-/ -2- 8. ReDresentatives. The Community Development Director, or his/her designated representative, shall represent the City in all matters pertaining to the services rendered pursuant to the agreement and shall administer thi s agreement on behalf of the City. The Director of South Bay Community ..- Services, or his/her designated representative, shall represent the Grantee in all matters pertaining to the services rendered pursuant to the agreement and shall administer this agreement on behalf of the Grantee. 9. Uniform Administrative Reouirements. The Grantee shall comply with the applicable uniform administrative requirements as described in HUD regulation 24 CFR 570.502. This HUD regulation requires compliance with certain sections of 24 CFR Part 85 .Uniform Administrative Requirements for Grants and Cooperative Agreements to State and Local Governments.. 10. Other Proaram Reouirements. The Grantee shall carry out each activity specified under this agreement with all Federal laws and regulations described in 24 CFR 570, Subpart K, with the following exceptions: a) The Grantee does not assume environmental responsibilities described at 24 CFR 570.604; b) The Grantee does not assume responsibil ity for initiating the review process under the provisions of 24 CFR 570.612. 11. Accounting Procedure. The Grantee agrees to abide by the requirements of OMB Circular A-122 "Cost Principles for Non-Profit Organizations." The Grantee shall account for use of Block Grant funds separately from other funds so as to demonstrate that the funds are used for their designated purposes. 12. Proaram Income. Any program income derived from CDBG funds shall be reported to the City and shall only be used by Grantee for the services funded under this agreement. All provisions of this agreement shall apply to the use of program income for said activities. Said program income shall be substantially disbursed for said services before the City will make additional reimbursements to the Grantee. If said program income is on hand -when this agreement expires, or is received after expiration of this agreement, then said program income shall be paid to the City. 13. Conditions for Re1iaious Oraanizations. If the Grantee is a religious entity, affiliated with a religious entity, or sponsor of religious activities, then Grantee shall abide by the HUD regulations 24 CFR 570.200 (j) which prohibits discrimination on the basis of religion and prohibits the use of funds for religious activities, and places other restrictions and limitations on the Grantee. 14. Drua-free WorkD1ace. The Grantee shall maintain a drug-free workplace at all times for the duration of this contract. 15. Lobbvina of Federal Officials. The Grantee shall not use any funds provided under this agreement to pay any person for influencing or attempting to influence an officer or employee-of any Federal agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of WPC 4787H I~..>" 5 -3- · Congress in connection with the awarding of any Federal contract, the making - of any cooperative agreement, and the extension, continuation, renewal, amendment, or modification of any Federal contract, grant, loan, or cooperative agreement. If Grantee utilizes any other funds for any of the - aforementioned purposes, then the Grantee shall complete and submit Standard Form-lll, -Disclosure Form to Report lobbying,R in accordance with its instructions. 16. Insurance. Grantee represents that it, and its agents, and staff employed by it are protected by worker's compensation insurance and has coverage under public liability and property damage insurance policies which this Agreement requires to be demonstrated in the form of a certificate of insurance. Grantee will provide, prior to the commencement of the services required under this agreement the following certificates of insurance to the City : a) Statutory Worker's Compensation coverage plus $1,000,000 Employers liability coverage; b) General and Automobile liability coverage to $1,000,000 combined single limit which names the City a~ an additional insured, and which is primary to any policy which the City may otherwise carry ("primary coverageR), and which treats the employees of-the City in the same manner as members of the general public (Rcross-liability coverage"). 17. Hold Harmless. Grantee shall defend, indemnify and hold harmless the City, its elected and appointed officers and employees, from and against all claims for damages, liability, cost and expense (including without limitation attorney's fees) arising out of the conduct of the Grantee, or any agency or employee, or others in connection with the execution of the work covered by this Agreement, except only for those claims arising from the sole negligence or sole willful conduct of the City, its officers, or employees. Grantees indemnification shall include any and all costs, expenses, attorney's fees and liability incurred by the City, its officers and agents, or employees in' defending against such claims, whether the same proceed to judgement or not. Further, Grantee at its own expense shall, upon written request by the City, defend any such suit or action brought against the City, its officer, agents, or employees. Grantee's indemnification of City shall not be limited by any prior or subsequent declaration by the Grantee. - 18. Susnension and Termination. In accordance with HUD regulation 24 CFR 85.43, Grantee may be suspended or terminated by the City after 30 days written notice to the Grantee due to default by the Grantee or the Grantee's inability to perform, regardless of whether such inability is due to circumstances within or beyond the Grantee's control. The award may be terminated for convenience in accordance with 24 CFR 85.44. Settlement of any disputes shall be based on the laws of the State of California. 19. Breach of Contract. The parties reserve the right to pursue any remedy provided under California law for remedy in instances where contractors violate or breach contract terms. - \We 4787H JP.5 -I, -4- 20. Reversion of Assets. Upon expiration of this agreement, Grantee shall transfer to the City any COBG funds on hand at the time of expiration and any accounts receivable attributable to the use of COBG funds, including any program income derived from COBG funds. IN WITNESS WHEREOF, Ci ty and Grantee have executed th is Agreement this ____ day of , 1991. CITY OF CHULA VISTA BY: Tim Nader Mayor, City of Chula Vista ATTEST: City Clerk APPROVEO AS TO FORM BY: Bruce M. Boogaard City Attorney Exhibit List Exhibit A. Exhibit B. Exhibit C. Exhibit O. Exhibit E. Statement of Work and Schedule Budget City of Chula Vista Party Oisclosure Statemen HUO Income Limits (Revised April 17, 1991) ~"t) COBG Expense Reimbursement Clean Form ~~p ( "eo ~O "PC 4787M I~S ~? -5- EXHiBIT A - GRAFFITI ERADlCATICN PRCGRAM STATEMENT 0' WORK AND SCHEDULE EXHIBIT A CVBG funds will be utilized for the following project A neighborhood revitalization project which provides graffiti eradication to City of Chula Vista businesses and private residences. The program utilizes youth who are responsible for graffiti and other crimes into work crews. Over the twelve month period a minimum of 200 sites will be eradicated. A .inimum of 240 youth will participate in the project. -, - I~.$-r Exhibit B SOUTH BAY COMMUNITY SERVICES GRAFFITI ERADICATION BUDGET 91-92 PERSONNEL 1 Graffiti Coordinator 1 Admin. Assistant 1 Executive Director TOTAL SALARIES \ OF CHARGED PROJECT 100\ 5\ 6\ FRINGE BENEFITS (Taxes) FICA - 27,080 x 7.65\ Fringe Benefits (other) Flex Benefit Package - 200fmth x 12 mths x 1.073 TOTAL FRINGE BENEFITS TOTAL PERSONNEL NON PERSONNEL Equipment/Supplies Other Expenses Total Non-personnel TOTAL CONTRACT /1).5 -- '1 EXPLANATION Paint & Sandblasting Mileage, Insurance, Liability TOTAL 23 ,180 900 3,000 TI .080 2,071 2.574 4.645 31.725 TOTAL 10 , 000 1,520 n.520 43.245 THEClTYOFCHULA VISTAPAR1YDISCLOSURESTATEMENT {X.HIBIT C -. Statement of disclosure of certain ownership interests, payments, or campaign contributions, on all matters which will require discretiomuy action on the part of the City Council, Planning Commission, and all other .. .official bodies. Jbe following information must be disclosed: 1. List the names of all persons having a financial interest in the contract, ie., contractor, subcontractor, material supplier. . . r ices If any person identified individuals owning more interest in the partnership. 2 uant to (1) above is a corporation or partnership, list J'e names of all n 10% of the shares in the corporation or ownin ('any partnership 3. If any person identified pursuant to ( above is non-profit organiza . of'll or a trust, list the names of any person serving as director of tn non-profit organization . as trustee or beneficiary or trustor of the ~rust. Kathryn Lembo - (see attached list) 4. Have you had more than $250 worth of busines Boards, Commissions, Committees and Council wi No ~ If yes, please indicate person(s): ed with any member of the City staff, . e past twelve months? Yes . 5. Please identify each and every person, including contractors who you have assigned to represen 6. Have you and/or your officers or age , in the aggregate, con 'buted ~~ than $1,000 to a Councilmember in the current or pre ,ding election peri~d? No If yes, state which Councilmember(s ): ership, joint venture, association, social club, frate. coun(y, ci(y and country, ci(y, municipality, district nit" organizotion, corporation, ZeT political subdivision, Person is defined as: -Any individual, finn, ~ estate, trust, rueiver, syndicote, this and any 0 or OilY other group or combination acting os Date: (NOTE: Attach additional pages as Decessary) ~~/ ...... /~5-IO Kathryn Iembo Print Qr type name of contractor/applicant [Revised: 11/30/90) [C:\ WP51\COUNCIL\DISCLOSE.TXT) lD .....c:>.GI ~~~~ '0 E (.) )4 "Ill C rr.:ltrr.t-1 ell E-4 t-1 :It t-1 H rr:I :It o U :z: t-1 I ~ I I I I I I I I I I I I I I I I , 1 1 1 jl lD III GI '"' lCC C III +J .... ..... o o '"' +J GI :It III .... C '"' o IN .... ..... III U C '"' GI .c +J =' o ell o lIBIHX3 :1 .....q .. .. Oq anM 104 GI Q, r-- 00 oan ..... 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N ~ 0- rr:I X o U :z: H >< H M :E :: :z: lCC M o rr:I :E lCC H :z: ~ Iko ~ 8. lD .... .Q o lD .... =' H C III tn J . RESOLUTION NO. J~3 .2'1 RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHUlA VISTA APPROVING AGREEMENT BETWEEN THE CITY OF CHUlA VISTA AND SOUTH BAY COMMUNITY SERVICES (FOR COMMUNITY DEVELOPMENT) AND AUTHORIZING THE MAYOR TO EXECUTE SAID AGREEMENT WHEREAS, the City participates in the Community Development Block Grant (CDBG) Program, a principal goal of which is to fund projects and services which will benefit low and moderate-income Chula Vista households; and, WHEREAS, the City will be entering into a separate funding agreement with HUD for the City's annual CDBG entitlement and also anticipates program income from the Housing Rehabilitation RevolvinQ Fund; and, WHEREAS, the City Council of the City of Chula Vista held a public heari ng and allocated CDBG ent it 1 ement and program income funds on May 21, 1991, a portion of which was allocated for the Grantee; and, WHEREAS, the City is desirous of having certain services for low and moderate-income households which staff has determined is eligible for CDBG funding, performed by the Grantee, and WHEREAS, HUD requi res the execut i on of a written agreement sett i ng out the terms and obligations for the expenditure of CDBG funds by the Grantee; and, WHEREAS, Grantee warrants and represents that they are experi enced and staffed in a manner such that they can prepare and del iver the services required of Grantee within the time frames herein provided all in accordance with the terms and condition of this Agreement; NOW, THEREFORE, THE CITY OF THE CITY OF CHUlA VISTA DOES HEREBY FIND, DETERMINE ORDER, AND RESOLVE AS FOllOWS: SECTION 1. The Ci ty Counci 1 does hereby approve the agreement and Standard Addendum #1 to said agreement with South Bay Community Services dated August 13, 1991 (Document # ) a copy of which is attached hereto and incorporated herein, the same as though fully set forth herein. SECTION 2. The City Council does hereby direct and authorize the Mayor of the City of Chula Vista to execute said contract for and on behalf of the City of Chula Vista. SECTION 3. This Resolution shall take and be in full force and effect immediately upon the passage and adoption hereof. /~ j-- / SECTION 4. The City Clerk shall certify to the passage and adoption of this Resolution; shall enter the same in the book of original Resolutions of said City; and shall make a mi nute of the passage and adopt i on hereof in the minutes of the meeting at which the same is passed and adopted. Presented by Bruce M. Boogaard City Attorney ~~ Chris Salomone Community Development Director WPC 4789H/4790H /P':,) -2- AGREEMENT SETTING OUT TERMS AND OBLIGATIONS OF SOUTH BAY COMMUNITY SERVICES IN REGARD TO THE EXPENDITURE OF CITY FUNDS APPROPRIATED THIS AGREEMENT is made this. August 13, 1991, for the purposes of reference only, and effective as of the date last executed between the parties, between the City of Chula Vista (WCityW) herein, a municipal corporation of the State of Ca1 ifornia, and South Bay Convnunity Services, a non-profit organization (WGrantee.), and is made with reference to the following facts: Bf~lIA1~ WHEREAS, the City participates in the Convnunity Development Block Grant (CDBG) Program, a principal goal of which is to fund projects and services which will benefit low and moderate-income Chu1a Vista households; and, WHEREAS, the City has entered into a separate funding agreement with HUD for the City's annual CDBG entitlement and also anticipates program income from the Housing Rehabilitation Revolving Fund; and, WHEREAS, the City Counci 1 of the City of Chu1 a Vi sta held a pub1 ic hearing and allocated CDBG entitlement and program income funds on May 21, 1991, a portion of which was allocated for the Grantee; and, WHEREAS, the City is desirous of having those certain services for low and moderate-income households, hereinafter enumerated, performed by the Grantee, and WHEREAS, HUD requires the execution of a written agreement setting out the terms and obligations for the expenditure of CDBG funds by the Grantee; and, WHEREAS, Grantee warrants and represents that they are experienced and staffed in a manner such that they can prepare and deliver the services required of Grantee within the time frames herein provided all in accordance with the terms and condition of this Agreement; NOW, THEREFORE, in consideration of the mutual ob1 igationsof the parties as herein expressed, the parties hereto agree as follows: 1. Term of Aareement. The term of this agreement shall be for a period of one (1) year, from July 1, 1991 through June 30, 1992. 2. Statement of Work and Schedule. The Grantee shall perform those duties described in the Statement of Work in Exhibit A, attached hereto and incorporated herein. These services shall be provided during the term of this agreement and according to the Performance Schedule in Exhibit A, attached hereto and incorporated herein. WPC 4788H )~r;.J -1- 3. ComDensat i on and Budget. The Grantee agrees to expend City-appropriated funds tQ meet bona fide ob1 igations incurred for neighborhood revitalization and community economic development activities, including affordable housing development and preservation. The City shall compensate Grantee for said services up to a maximum amount not to exceed $48,000 (FORTY-EIGHT THOUSAND DOLLARS). and no more than 50% (50 PERCENT) of total amount incurred for said obligations over the term of the contract. Prior to expenditure of City-appropriated funds exceeding $24,000 (TWENTY-FOUR THOUSAND DOLLARS), Grantee shall provide evidence of expenditure of an equal amount of non-City appropriated funds for said obligations and whenever requested by the City thereafter. An itemized budget for said expenses is in Exhibit B, attached hereto and incorporated herein. 4. Reimbursement PaYments. Payment of those City appropriated funds shall be made to Grantee in monthly installments following receipt of the "COBG Expense Reimbursement Claim" form (a blank copy of which is. attached) from the Grantee. Expenses itemized on the "Expense Reimbursement C1 aim" form shall be 1 imited to actual expenses incurred during the period specified on said form, and shall not include any anticipated costs. Grantee shall attach documentation, such as receipts, bills, payrolls, etc. as shall provide reasonable proof of actual expenses incurred. 5. ReDorts. The Grantee shall provide the City with a quarterly report, submitted no later than 40 days after the last day of the previous quarter, which includes a brief narrative of the services provided and an itemized accounting of the expenditures of COBG funds during the previous quarter. In addition, said report shall include the following statistical data for persons/households served during the previous quarter: (a) the total number of persons/households served; (b) the number of persons/households receiving each type of service provided; (c) of the persons/households served, the number of residents and non-residents of Chula Vista; (d) annual gross household income by standard categories, adjusted for family size (low, moderate, other); (e) race, or ethnicity according to standard categories (Black, Hispanic, Asian/Pacific Islander, Native American, White); (f) number of female-headed households served. 6. Assianment. The services of South Bay Community Services are personal to that organization. The Performance of this agreement may not, by subagreement, be assigned to any other entity without prior written consent of the City. WPC 4788H IOT~'1 -2- ~. ......... ........., 7. Financial Records and Audits. The Grantee shall maintain all financial records for three years following the term of this agreement. The City, at its discretion may require the Grantee to provide or allow the City to undertake a complete financial and program audit of its records. Those records shall contain, at a minimum, the following information for each client served: income, residency, and ethnicity. The records shall a1 so contain receipts or other proof of all expenditures made with City CDBG. funds. 8. ReDresentatives. The Community Development Director, or his/her designated representative, shall represent the City in all matters pertaining to the services rendered pursuant to the agreement and shall admini ster this agreement on behalf of the City. The Director of South Bay Community Services, or his/her designated representative, shall represent the Grantee in all matters pertaining to the services rendered pursuant to the agreement and shall administer this agreement on behalf of the Grantee. 9. Uniform Administrative Reauirements. The Grantee shall comply with the applicable uniform administrative requirements as described in HUe regulation 24 CFR 570.502. This HUD regulation requires compliance with certain sections of 24 CFR Part 85 wUniform Administrative Requirements for Grants and Cooperative Agreements to State and local Governments.w 10. Other Program Reauirements. The Grantee shall carry out each activity specified under this agreement with all Federal laws and regulations described in 24 CFR 570, Subpart K, with the following exceptions: a} The Grantee does not assume environmental responsibilities described at 24 CFR 570.604; b} The Grantee does not assume responsibility for initiating the review process under the provisions of 24 CFR 570.612. 11. Accounting Procedure. The Grantee agrees to abide by the requirements of OMB Circular A-122 wCost Principles for Non-Profit Organizations.w The Grantee shall account for use of Block Grant funds separately from other funds so as to demonstrate that the funds are used for their designated purposes. 12. Proaram Income. Any program income derived from CDBG .funds shall be reported to the City and shall only be used by Grantee for the services funded under this agreement. All provisions of this agreement shall apply to the use of program income for said activities. Said program income shall be substantially disbursed for said services before the City will make additional reimbursements to the Grantee. If said program income is on hand when this agreement expires, or is received after expiration of this agreement, then said program income shall be paid to the City. 13. Conditions. for Re1 iaious Oraanizations. If the Grantee is a religious entity, affiliated with a religious entity, or sponsor of religious activities, then Grantee shall abide by the HUe regulations 24 CFR 570.200 (j) which prohibits discrimination on the basis of religion and prohibits the use of funds for religious activities, and places other restrictions and limitations on the Grantee. WPC 4788H 11l~5 -3- 14. DruC}-free WorkDl ace. The Grantee shall maintain a drug-free workplace at all times for the duration of this contract. 15. Lobbvina of Federal Officials. The Grantee shall not use any funds provided under this agreement to pay any person for influencing or attempting to influence an officer or employee of any Federal 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 cooperative agreement, and the extension, continuation, renewal, amendment, or modification of any Federal contract, grant, loan, or cooperative agreement. If Grantee utilizes any other funds for any of the aforementioned purposes, then the Grantee shall complete and submit Standard Form-LLl, "Disclosure Form to Report lobbying," in accordance with its instructions. 16. Insurance. Grantee represents that it, and its agents, and staff employed by it are protected by worker's compensation insurance and has coverage under pub 1 i c H abil i ty and property damage insurance po H ci es wh i ch this Agreement requires to be demonstrated in the form of a certificate of insurance. Grantee will provide, prior to the commencement of the services required under this agreement the following certificates of insurance to the City : a) Statutory Worker's Compensation coverage plus $1,000,000 Employers liability coverage; b) General and Automobile Liability coverage to $1,000,000 combined single limit which names the City as an additional insured, and which is primary to any policy which the City may otherwise carry ("primary coverage"), and which treats the employees of the City in the same manner as members of the general public ("cross-liability coverage"). 17. Hold Harmless. Grantee shall defend, indemnify and hold harmless the City, its elected and appointed officers and employees, from and against all claims for damages, liability, cost and expense (including without limitation attorney's fees) arising out of the conduct of the Grantee, or any agency or emp 1 oyee, or others in connect i on wi th the execut i on of the work covered by this Agreement, except only for those claims arising from the sole negligence or sole willful conduct of the City, Us officers, or employees. Grantees indemnification shall include any and all costs, expenses, attorney's fees and liability incurred by the City, its officers and agents, or employees in defending against such claims, whether the same proceed to judgement or not. Further, Grantee at its own expense shall, upon written request by the City, defend any such suit or action brought against the City, its .officer, agents, or employees. Grantee's indemnification of City shall not be limited by any prio~ or subsequent declaration by the Grantee. 18. Suspension and Termination. In accordance with HUO regulation 24 CFR 85.43, Grantee may be suspended or terminated by the City after 30 days written notice to the Grantee due to default by the Grantee or the Grantee's inability to perform, regardless of whether such inability is due to circumstances within or beyond the Grantee's control. The award may be terminated for convenience in accordance with 24 CFR 85.44. Settlement of any disputes shall be based on the laws of the State of California. WPC 4788H /~ T-'{, -4- - - - 19. Breach of Contract. The parties reserve the right to pursue any remedy provided under California law for remedy in instances where contractors violate or breach contract terms. '20. Reversion of Assets. Upon expiration of this agreement, Grantee shall transfer to the City any CDBG funds on hand at the time of expiration and any accounts receivable attributable to the use of CDBG funds, including any program income derived from CDBG funds. IN WITNESS WHEREOF, City and Grantee have executed this Agreement this _ day of , 1991. CITY OF CHULA VISTA BY: Tim Nader Mayor, City of Chula Vista ATTEST: City Clerk APPROVED AS TO FORM BY: Bruce M. Boogaard City Attorney SOUTH BAY COMMUNITY SERVICES Exhibit list Exhibit A. Statement of Work and Schedule Exhibit B. Budget Exhibit C. City of Chula Vista Party Disclosure Statement I) Exhi bit D. HUD Income Limits (Revi sed April 17, 1991) ~tl Exhibit E. CDBG Expense Reimbursement Clean Form S'~ ~Oi WPC 4788" /~r=7 -5- EXHIBIT A - STATEMENT OF WORK AND SCHEDULE EXHIBIT A CDBG funds will be utilized for the following project. To initiate a Co..unity Development Component to address the need for affordable housing, small business development, and community services in low income areas of tbe City. Over the next 12 .onths the following activities will occur. Assessment co..unity need and identify specific CD projects Design projects and explore their feasibility Develop a relationship witb the Redevelopment Agency - Recruit volunteer for the formation of an advisory board. Secure 24,000 in other funds as match. - /p/,=y SOUTH BAY COMMUNITY SERVICES COMMUNITY DEVELOPMENT CORPORATION BUDGET 91-92 PERSONNEL 1 CONNU' n'Y DBv. DnBC'l'OR 1 EXBCU'l'IVB DnBC'l'OR % OF CHARGED PROJECT 100% 3% TOTAL SALARIES FRINGE BENEFITS (TAXBS) FICA - 35,157 x 7.65\ FRUOB BB..rns (oun) Fux BB..rn PACKAOB - 200/N'l'H x'12 N"RS x 1.073 TOTAL PERSONNEL TOTAL FRINGE BENEFITS NON PERSONNEL Rail" EQol.NB.,,/Su.rLIBs O'l'RBa EX'B,sBS EXPLANATION RBII'l' rOR OrrICB S'ACB OrrICB Sur'LUS MI LBACB TOTAL CONTRACT TOTAL NON-PERSONNEL It) /.,,1 EXHun B TOTAL 33,500 1,657 35.157 2,689 2.456 5.145 40.302 TOTAL 6,000 600 576 7.176 47.47.8 . rVMiRiT' ~ THE ClTYOFCHULA VISTA PAR1Y DISCLOSURE STATEMENT f. A...,~D\!I.in r. 1.2 - Statement of disclosure of certain ownership interests, payments, or campaign contributions, on all matters which will require discretionary action on the part of the City Council, Planning Commission, and all other official bodies. The following information must be disclosed: Board of Director m the contract, lie., contractor, 1. list the names of all persons subcontractor, material supplier. . Services 2. If any person identified pursuant to (1) individuals owning more than 10% of t interest in the partnership. ove is a corporation or p < hip, list the names of all shares in the corporatio . lor owning any partnership , . {;r -Ii iX' rganization or a trust, list the names tion or as trustee or beneficiary or 3. If any person identified pursuant-to (1) above' non-profi of any person serving as director of the non-pr fit org trustor of the ~rust. j._~' (see attached list)7~ - ). ~:' Have you had more than $250 worth of bUS..ii#.~S tra cted with any member of the City staff, Boards, Commissions, Committees and CoujJCil within e past twelve months? Yes No X:- If yes, please indicate person(s)/f Please identify each and every p~rson. iJIuding any agents, ployees, consultants or independent contractors who you have assigned t:fepresent you before e City in this matter. Kathr n Lembo .s or agents, in the aggregate, con t or preceding election period? Yes uted ~~ than $1,000 to a No, If yes, state which t. . ). Have you and/or your offi Councilmember in the cur Councilmember(s ): m2n is defmed as: ':Any indi a1, finn, co-paTtnership, joint venture, association, social dub, frate al organization, corporation, tUlle, trust, receiver, syndicate, this and any other county, city and country, city, municipality, district 0 odler political subdivision, r allY other group or combinatioll acting as a unit." )ate: Attach additional pages as necessary) 8/-; ~/ _ 7 /l/. /1 Sig/ ature 0 contractor/applicant / . Kathryn Lembo /tJ-r=/1l Print or type name of contractor/applicant rRc:,;scd: 11/30/901 - "",OTE: ~:\ WP51\COUNCIL\D1SCLOSE.TXTI II) .-4 c: >t GI O\IlI.-4Ei .. or! or! 0 'CEiU >tGlllle ,...:EI&..... 1 I 1 1 1 I 1 I 1 1 I I I Ul E-t .... :E .... M r.:l :E o u :z .... 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CII ::E .-4 II( CII .-P< Ei .: o II( o H e Q or! r&l ::E o ~ r&l ::&:: >t .-4 .... fa ~ e III or! '0 CII Ei . o o I"- .. N ..,. o r&l ::t o U lie H .-4 lIS e o .... ~ III e CII .&:: ~ o ~ ~ o CII 'r"'l .Q =' II) ~ .... Ei . .... M >t M H ::E r:: :z 0< H Q r&l ::E 0< H :z QI; o l&c CII~ ~ o e .... I =- o M .. J r&l E-< o :z COUNCIL AGENDA STATEMENT Item / I Meeting Date 8/20/91 ITEM TITLE: Resol ut i on )~'3.25 Approvi ng an agreement with Cal i forni a Department of Transportati on for I -805 and Tel egraph Canyon Road interchange improvements and appropri at i ng $338,000 therefor SUBMITTED BY: Director of PUblicWork~ REVIEWED BY: City Manager ~f-~ (4/5ths Vote: Yes-X-No___> d'" On July 24, 1990, Council approved Resolution 15735 expressing willingness to fund the City's portion of the cost for Phase I of I-80S and Telegraph Canyon Road interchange improvements. This action was necessary to enable CalTrans to complete their project report and obtain State funding approval. The project report is completed and CalTrans is now prepared to proceed with the project. The cooperat i ve agreement presented here i dent ifi es des i gn, construct i on and funding responsibilities. The City's share of the total cost is $338,000 including staff charges. The subject project is identified in the City's Transportation DIF Program. Sufficient funds are available to cover the City's share of the cost. RECOMMENDATION: That Council adopt the resolution approving the agreement and appropriating $338,000 from the unappropriated balance of the Transportation DIF Account for Phase I improvement. BOARDS/COMMISSIONS RECOMMENDATION: Not applicable. DISCUSSION: The proposed improvements at I-80S and Telegraph Canyon Road interchange is identified as a Transportation DIF project in the City's Capital Improvement Program. It was the City's intent that all funding for the proposed project is to be advanced by the developer of Sunbow II Subdivision for future credit against the Transportation DIF. Staff requested the funds from the developer of Sunbow II development. Unfortunately, the Sunbow Subdivision development has not proceeded as expected. In the meantime, CalTrans has completed their study at the City's request and has received funding approval for their share of the cost. State funds may be reallocated if they are not expended for the subject project. CalTrans has advised us that if their funds are not committed by December 1991, they would not likely be reallocated. The proposed improvements at the I-80S and Telegraph consist of installing a traffic signal, widening the Canyon Road and other minor ramps improvements. divided into two phases. Canyon Road interchange south side of Telegraph These improvements are //-/ Page 2, Item Meeting Date 8/20/91 Phase I improvements include signalizing the southbound to westbound off-ramp and eastbound to southbound on - ramp intersection. I n add it i on to signal i zing the intersection, some minor road and drainage improvements are needed with Phase 1. Phase I improvements, because it is identified by CalTrans as a safety project (a now need) t will be shared equally by the State and the City. With certain exclusionst the City's maximum cost of Phase I is $326t700 plus $11t300 for staff time cost. This total of $338,000 is exclusive of cost overrunst attorney's fees and claims plus any unanticipated public and/or private utilities that may need to be protected, relocated or removed. Phase II improvements will consist of widening under the 1-805 bridge to provide an additional eastbound lane. Phase II improvementst because its need is primarily due to growtht will be funded entirely by the City. Phase I and II improvements of 1-805 and Telegraph Canyon Road interchange are identified in the City's Transportation DIF program for a total cost of $862t500. Because of the City resolution expressing willingness to fund the City's portion of the subject improvement and our interest in proceeding with this safety improvements, staff is recommending that Council approve the agreement and allocate the necessary funds out of the Transportation DIF account for Phase I improvements onlYt Phase II will be done later. All other road improvements in the Transportation DIF account that were to be completed prior to SR-125 are either completed or committed. Therefore, the DIF funds on hand may be allocated to this project. Allocating funds out of the Transportation DIF account will not relieve Sunbow from contribution to the DIF program. Instead of advancing Transportation DIF funds for the subject project, Sunbow will pay fees to the DIF account at the time they pull building permits for their development. FISCAL IMPACT: There are sufficient funds available in the Transportation DIF account. Recent savings in the DIF account from a low bid (25% below Engineer's estimate) on the Telegraph Canyon Road Phase III construction between Apache Dri ve and Rutgers Avenue are avail abl e for thi s project. The City DIF cost of this project is expected to be approximately $338,000 including staff time (621-6210-TF225). ZAO/HX-012 WPC 5715E 11-).. ~ ~" C:L5 STATE OF CALIFORNIA - BUSINEss. TRANSPORTATION AND HOUSING AGENCY PETE WILSON, Governor DEPARTMENT OF TRANSPORTATION DISTRICT 11, P.O. BOX 85406, SAN DIEGO 92186-5406 r, '.! J @..-.' .' . , . ~ .-.. . .'~= , . ... "L,' ...' 688-6792 March 28, 1991 11-50-805 6.0/6.3 11359-164170 Agreement No. 11-0434 Telegraph Canyon Road Mr. John Lippitt Director of Public Works City of Chula Vista PO Box 1087 Chula Vista, Ca. 91912 Dear Mr. Lippitt: Enclosed are three (3) originals and one (1) copy of proposed Cooperative Agreement No. 11-0434, with the City of Chula vista and Caltrans, to install a traffic control signal(s), and safety lighting; and to perform roadwork at the intersection(s) of Telegraph Canyon Road with Interstate Route 805. If the agreement is acceptable as written, please arrange for it to be executed. Return the three (3) signed original agreements with certified copies of the resolution, authorizing the agreement and signature, attached to each. Upon execution by the state, we will return one (1) original, and as many conformed copies as you request. If you have any questions, please contact Jim Roy at 688-6792. Sincerely, JESUS M. GARCIA District Director By ~~~~ Streets and Roads Engineer Enclosure II..; RESOLUTION NO. /~ 32 5 RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA APPROVING AGREEMENT BETWEEN THE CITY OF CHULA VISTA AND CALIFORNIA DEPARTMENT OF TRANSPORTATION FOR I-80S AND TELEGRAPH CANYON ROAD INTERCHANGE IMPROVEMENTS AND APPROPRIATING $338,000 THEREFOR The City Council of the City of Chula Vista does hereby resolve as follows: NOW, THEREFORE, BE IT RESOLVED by the Ci ty Counci 1 of the City of Chula Vista that that certain agreement between THE CITY OF CHULA VISTA, a municipal corporation, and CALIFORNIA DEPARTMENT OF TRANSPORTATION entitled Cooperative Agreement #11-0434, dated the day of 1991, a copy of which is on file in the Office of the City Clerk as Document # , and incorporated herein, the same as though fully set forth herein be, and the same is hereby approved. BE IT FURTHER RESOLVED that the sum hereby appropriated from the unappropriated Transportation DIF Account for Phase (621-6210-TF22S) . of $338,000 is balance of the I improvement BE Chula Vista execute said Vista. IT FURTHER RESOLVED that the Mayor of the Ci ty of be, and he is hereby authorized and directed to agreement for and on behalf of the Ci ty of Chula Presented by m:o John P. Lippitt, Director of Public works ity Attorney 9160a J/~'-/ .. 11-SD-805 6.0/6.3 11359-164170 Agreement No. 11-0434 Telegraph Canyon Road COOPERATIVE AGREEMENT THIS AGREEMENT, ENTERED INTO ON , is between the STATE OF CALIFORNIA, acting by.and through its Department of Transportation, referred to herein as "STATE," and CITY OF Chula Vista, a body politic and a municipal corporation of the State of California, referred to herein as "CITY." RECITALS 1. STATE and CITY contemplate installing a traffic control signal(s) and safety lighting and performing roadwork at the intersection(s) of Telegraph Canyon Road with Interstate Route 805, referred to herein as "PROJECT," and desire to specify the terms and conditions under which PROJECT is to be engineered, constructed, financed, and maintained. SECTION I STATE AGREES: 1. To provide all necessary preliminary engineering, including plans and specifications, and all necessary construction engineering services for PROJECT and to bear STATE's share of the expense thereof, as shown on Exhibit A attached and made a part of this Agreement. 2. To construct PROJECT by contract in accordance with the plans and specifications of STATE. 3. To pay an amount equal to 50% of PROJECT construction costs, as shown on Exhibit A, but in no event shall STATE's total obligation for PROJECT construction costs under this Agreement, excluding costs referred to in Section III, Article (9), exceed the amount of $247,500: provided that STATE may, at its sole discretion', in writing, authorize a greater amount. 11-'5 . 4. Upon completion of PROJECT and all work incidental thereto, to furnish CITY, with a detailed statement of the portion of the engineering and construction costs to be borne by CITY, including resolution of any claims which may be filed by STATE's contractor, and to refund to CITY promptly after completion of STATE's audit any amount of CITY's deposit(s) required in Section II, Article (1) remaining after actual costs to be borne by CITY have been deducted, or to bill CITY for any additional amount required to complete CITY's financial obligations pursuant to this Agreement.. 5. To maintain the entire traffic control signal(s) and safety lighting as installed and pay an amount equal to 50% of the total maintenance costs, and electrical energy costs. 6. To operate the traffic control signal(s) as installed and pay 100% of the operation cost. SECTION II CITY AGREES: 1. To deposit with STATE within 25 days of receipt of billing therefor (which billing will be forwarded immediately following STATE's bid advertising date of a construction contract for PROJECT), the amount of $297,000, which figure represents CITY's estimated share of the expense of preliminary engineering, construction engineering, and construction costs required to complete PROJECT, as shown on Exhibit A. CITY's total obligation for said anticipated project costs, exclusive of claims and excluding costs referred to in Section III, Article (9), under this Agreement shall not exceed the amount of $326,700; provided that CITY may, at its sole discretion, in writing, authorize a greater amount. 2 . CITY's share of the construction cost (estimated to be 225,000), shall be an amount equal to 50% of the total actual construction cost, including the cost of claims, the cost of STATE defense of any claims and the cost of STATE-furnished material, if any, as determined after completion of work and upon final accounting of costs. 3. CITY's share of the expense of preliminary engineering shall be an amount equal to 50% of the actual costs for preliminary engineering for entire PROJECT. 4. CITY's share of the expense of construction engineering shall be an amount equal to 50% of the actual costs of construction engineering for entire PROJECT. 5. To pay STATE upon completion of all work and within 20 days of receipt of a detailed statement made upon final accounting of costs therefor, any amount over and above the aforesaid II-/' 2 . advance deposit required to complete CITY's financial obligation pursuant to this Agreement. 6. To reimburse STATE for CITY's proportionate share of the cost of maintenance and electrical energy of said traffic control signal (s) and safety lighting, such share to be an amount equal to 50% of the total maintenance costs, and electrical energy costs. SECTION III IT IS MUTUALLY AGREED AS FOLLOWS: 1. All obligations of STATE under the terms of thfs Agreement are subject to the appropriation of resources by the Legislature and the allocation of resources by the California Transportation Commission. 2. STATE shall not award a contract for the work until after receipt of CITY' s deposit required in Section II, Article (1). 3. Should any portion of PROJECT be financed with Federal funds or State gas tax funds all applicable procedures and policies relating to the use of such funds shall apply notwithstanding other provisions of this Agreement. 4. After opening of bids, CITY's estimate of cost will be revised based on actual bid prices. CITY's required deposit under Section II, Article (1) above will be increased or decreased to match said revised estimate. If deposit increase or decrease is less than $1,000, no refund or demand for additional deposit will be made until final accounting. 5. After opening bids for PROJECT and if bids indicate a cost overrun of no more than 10% of the estimate will occur, STATE may award the contract. 6. If, upon opening of bids, it is found that a costs overrun exceeding 10% of the estimate will occur, STATE and CITY shall endeavor to agree upon an alternative course of action. If, after 15 days, an alternative course of action is not agreed upon, this Agreement shall be deemed" to be terminated by mutual consent pursuant to Article (8) of this Section III. 7. Prior to award "of the construction contract for PROJECT, CITY may terminate this Agreement by written notice, provided th~t CITY pays STATE for all costs incurred by STATE. 8. If termination of this Agreement is by mutual consent, STATE will bear 50% and CITY and will bear 50% of all costs incurred prior to termination, except that any utility relocation costs shall be prorated in accordance with STATE's/CITY's responsibility for utility relocation costs. //-7 3 . 9. If existing public and/or private utilities conflict with the construction of PROJECT, STATE will make all necessary arrangements with the owners of such utilities for their protection, relocation or removal. STATE will inspect the protection, relocation, or removal, which if there are any costs of such protection, relocation or removal which the STATE and CITY must legally pay, STATE and CITY will share in the cost of said protection, relocation or removal, plus costs of engineering overhead and inspection, in the amount of 50% STATE and 50% CITY. Required protection, relocation or removal of utilities shall be performed in accordance with STATE policy and procedure. 10. Upon completion of all work under this Agreement, ownership and title to all signal(s), materials, equipment and appurtenances installed will automatically be vested in STATE and no further agreement will be necessary to transfer ownership to STATE. 11. The cost of any engineering or maintenance referred to herein shall include all direct and indirect costs (functional and administrative overhead assessment) attributable to such work, applied in accordance with STATE's standard accounting procedures. 12. Neither STATE nor any officer or employee thereof shall be responsible for any damage or liability occurring by reason of anything done or omitted to be done by CITY under or in connection with any work, authority or jurisdiction delegated to CITY under this Agreement. It is also agreed that, pursuant to Government Code Section 895.4, CITY shall fully indemnify and hold STATE harmless from any liability imposed for injury (as defined by Government Code Section 810.8) occurring by reason of anything done or omitted to be done by CITY under or in connection with any work, authority or jurisdiction delegated to CITY under this Agreement. 13. Neither CITY nor any officer or employee thereof shall be responsible for any damage or liability occurring by reason of anything done or omitted to be done by STATE under or in connection with any work, authority or jurisdiction delegated to STATE under this Agreement. It is also agreed that, pursuant to Government Code Section 895.4, STATE shall fully indemnify and hold CITY harmless from any liability imposed for injury (as defined by Government Code Section 810.8) occurring by reason of anything done or omitted to be done by STATE under or in connection with any work, authority or jurisdiction delegated to STATE under this Agreement. 14. That, in the construction of 'said work, STATE will furnish a representative to perform the functions of a Resident Engineer, and CITY may, at no cost to STA~E, furnish, a representative, if it so desires, and that said representat1ve and Resident Engineer will cooperate and consult with each other, but the decisions of STATE's engineer shall prevail. 11..<:/ 4 15. That execution of this Agreement by CITY grants to STATE the right to enter upon CITY-owned lands to construct PROJECT referred to herein. 16. That this Agreement shall terminate upon completion and acceptance of PROJECT construction contract by STATE or on December 31, 1993, whichever is earlier in time: however, the ownership, operation, and maintenance clauses shall remain in effect until terminated, in writing, by mutual agreement. Should any construction-related claim arising out of the contract to construct this project be asserted against STATE, CITY agrees to extend the termination date of this Agreement and provide additional funding as required to cover CITY's proportionate share of costs or execute a subsequent agreement to cover those eventualities. STATE OF CALIFORNIA Department of Transportation A. A. Pierce Interim Director of Transportation CITY OF Chula vista By Mayor By Chief Deputy District Director Attest: City Clerk Approved as to form and procedure Attorney Department of Transportation certified as to funds and procedure District Accounting Administrator 11-'] 5 . EXHIBIT A COST ESTIMATE (Teleqraph Canyon Road at Interstate 805) TYPE OF CONSTRUCTION STATE COST CITY COST TOTAL COST Siqnals & Liqhtinq $60,000 $60,000 $120,000 Roadwork & Drainaqe 165.000 165.000 330.000 Construction Costs $225,000 $225,000 $450,000 Preliminary Enqineerinq $27,000 $27,000 $54,000 (j:12 %) Construction Enqineerinq $45,000 $45,000 $90,000 (j:20%) TOTAL PROJECT COSTS $297,000 $297,000 $594,000 * (Includes 20% continqencies) City's Maximum Cost of PROJECT $297,000 + ($297,000 x 10%) = $326,700 State's Maximum Cost of CONSTRUCTION $225,000 + ($225,000 x 10%) = $247,500 J I-If) 6 COUNCIL AGENDA STATEMENT Item loZ. ITEM TITLE: Meeting Date 8/20/91 Resolution J&J2~Approving an agreement with HNTB for services required in connection with a facility in the SR 125 Corridor and appropriating funds from the Transportation Development Impact Fee Fund SUBMITTED BY: Director of Public Work~ REVIEWED BY: City Manager (; tv,)~ (4/Sths Vote: Yes X No-> )'1'1 During a review of the Transportation Phasing Plan in the update of the Growth Management Plan, it became clear that all of the major roads that would handle traffic caused by new development prior to the construction of SR 125 were already constructed or committed. Since some type of facility within this alignment is critical to the future traffic flow, staff sent out a request for proposals (RFP) for consulting assistance in connection with this concern. After a review of the proposals, the team headed by the firm of HNTB was selected to provide engineering, legal, and financial consulting services in connection with an interim facility in the SR 125 Corridor. The scope of work also includes engineering, financial and legal expertise in connection with the analysis of the SR 125 toll facility. Staff has reviewed the proposed scope of work, fee proposal, and the proposed schedule for the contract and recommends that it be awarded to HNTB. Council also needs to appropriate funds from the Transportation Development Fee Fund for the study. RECOMMENDATION: That Council adopt the resolution and authorize the Mayor to execute said agreement. BOARDS/COMMISSIONS RECOMMENDATION: Not applicable. DISCUSSION: During the update of the Transportation Phasing Plan as part of the recent Growth Management Plan Update, it was determined that additional development beyond the level already approved in the eastern area would trigger the need for a high capacity roadway in the State Route 125 corridor. The traffic studies indicated that all of the approved tentative and final subdivision maps, when built up, would use up the capacity in the existing circulation system without violating the traffic threshold standards. However, additional tentative maps and SPA plans are being pursued by other developers and without a facility in this corridor, all proposed new developments would have to be stopped. /;1. - / Page 2, Item Meeting Date 8-20-91 The analysis also indicated that an interim four lane SR 125 facility with only at grade crossings may not provide the necessary roadway capacity to support additional developer phasing as proposed. Further, the current DIF Program, which includes the SR-125 interim facility, will not accrue at a sufficient rate to be able to construct the facility when needed. Therefore, it became clear that an in depth study to determine the type of interim facility and how it could be financed would be needed. The level of effort required is beyond the capacity of existing staff to complete and within the needed time frames. At the same time, the State of California has entered into a franchise agreement with California Transportation Ventures (CTV) for the construction of a toll road facility within the SR 125 corridor. Such a facility may have a definite impact on the City of Chula Vista and it's future eastern area residents. Analyzing CTV's proposal to Caltrans, the franchise agreement and answering the questions that may come up in connection with the toll road proposal are complex issues that staff needs additional expertise to advise us on. Since the interim and toll road facilities are tied very closely together, it was determined that an RFP for both issues could be prepared. City staff sent out a request for proposals for consulting services in connection with the need for an interim facility in the SR 125 corridor and the analysis of the proposed toll road facility and franchise agreement between Caltrans and CTV. The City received seven proposals as follows: Howard Needles Tammen & Bergendoff (HNTB), Wil1dan Associates, JHK & Associates, Kimley Horn & Associates, EBASCO Services, Inc., BRW, Inc., David Taussig & Associates, Inc. After a review of the proposals, a committee consisting of Deputy City Manager Krempl, Director of Planning Leiter, Director of Finance Christopher, Director of Public Works Lippitt and City Engineer Swanson interviewed the top four firms. This committee weighed each proposal on the basis of their understanding of the work, the completeness of their proposed work tasks, the ability of the consultants to acceptably complete the work, the background of the assigned staff, cost, and, [mally, a check of references. HNTB was selected for further negotiation of the scope of work and contract cost. A mutually satisfactory scope of work and contract price has been reached and staff proposes that an agreement for consulting services be given to the firm of HNTB. / -2 ..;J.. Page 3, Item Meeting Date 8-20-91 The team headed by HNTB as the prime consultant consists of: HNTB All phases of work except finance and legal, but including project coordination. Traffic and capacity analysis Engineering, Alternative and feasibility analysis. Financial and feasibility analysis. Project coordination. Legal Wilbur Smith Associates NBS Lowery Fieldman, Rolapp Associates John Meyer Company Brown, Harper, Bums & Hentschke The general scope of work is broken into two distinct phases. The first phase is to provide consulting services in connection with the feasibility and financing of an interim facility within the SR 125 corridor from Orange Avenue to SR 54. The second phase is to provide consulting services in connection with the impacts of a toll facility, an overview and analysis of the franchise agreement between Caltrans and CTV, and other assistance in the ongoing analysis of the proposed toll road facility. More specifically, the phase one study will develop a financing plan for an interim facility and will: a. Determine the minimum interim facilities plus any additional General Plan circulation system improvements required for the five possible stages of development expressed in Equivalent Dwelling Units (EDU) of 19,500 EDU's; 22,000 EDU's; 24,500 EDU's; 27,000 EDU's and 29,500 EDU's as shown in the RFP. b. Develop a preliminary feasibility and financing plan for each such interim facility and general circulation system improvemeilt for each of the five stages of development indicated above. The plan shall identify any potential financial impacts as a result of feasible funding alternatives and the impact to properties within the eastern area. c. After consultation with City staff and input from affect property owners, develop a final comprehensive financing plan for the improvement plan selected by staff. This shall include any possible phasing program by development stage. d. Development of any necessary legal and financial documents necessary to implement the plan. The second phase provides the engineering, legal, and financial expertise to fully analyze and respond to the impacts of a toll road facility. The fact that we are pursuing this portion of the contract does not indicate that the City is supportive of the toll facility. A partial, non-inclusive listing of some of the questions or issues which may need to be considered under this phase of the contract are listed below. Some of these questions may not need to be analyzed and/or are dependent on further information. a. Become fully familiar with the franchise agreement and advise on issues affecting Chula Vista. b. Review CTV proposal and point out issues impacting Chula Vista. I,), - J Page 4, Item Meeting Date 8-20-91 c. Analyze "competing facilities" part of the franchise agreement and advise City of its impacts on our local circulation network. d. In conjunction with City staff and Otay Ranch project team, determine trip division from toll road and also the impacts of diversion on the local street system. e. Review and analyze the pro forma of CTV and advise if it is financially feasible to build the toll road. f. Determine and advise how financial resources of CTV are guaranteed by the major partners, i.e. Flour Daniels, Parsons, Breckerhoff, TransNet, and Prudential-Bache, if they are. g. Advise on the use of public financing methods to use in this venture, i.e. Mello Roos, DlF, etc. Advise on the impact of these public financing methods in regard to the tax status with IRS. h. Advise on land use impacts and phasing issues as a result of a potential toll road facility. i. Suggest ways that the City/developers could participate or become partners in the venture with the goal of reducing or eliminating tolls for eastern Chula Vista Residents. J. Review legal relationships and responsibilities between Chula Vista, Caltrans, CTV, as it relates to contracts, franchises, and laws. k. Advise on cost estimates provided for by CTV, especially where those estimates are different from Caltrans estimates. The compensation for the first phase of the study is a fixed fee of $310,000. The compensation for the second phase of the study is to be paid on an actual cost time and materials basis with a $50,000 not to exceed amount. FISCAL IMPACT: The CIP did not include funds for this study, however, the need for the study was made clear during the review of the Transportation Phasing Plan in the recent Growth Management Plan Update. Funds are available in the Transportation Development Impact fee fund. CLS:SB/ A-I13S/HNTBSR.125 081591 /;2 .,'1 RESOLUTION NO.) ~ 3 ~I", RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA APPROVING AN AGREEMENT WITH HOWARD NEEDLES TAMMEN & BERGENDOFF (HNTB) FOR INTERIM SR 1~5 FACILITY FEASIBILITY STUDY AND TOLL FACILITY CONSULTING SERVICES, AUTHORI ZING THE MAYOR TO EXECUTE SAID AGREEMENT AND APPROPRIATING FUNDS FROM THE TRANSPORTATION DEVELOPMENT IMPACT FEE FUND The City Council of the City of Chula Vista does hereby resolve as follows: WHEREAS, during a review of the Transportation Phasing Plan in the update of the Growth Management Plan, it became clear that all of the major roads that would handle traffic caused by new development prior to the construction of SR 125 were already constructed or committed; and WHEREAS, since some type of faci i ty wi thin this alignment is critical to the future traffic flow, staff sent out a request for proposals (RFP) for consulting assistance in connection with this concern; and headed legal, interim WHEREAS, after a review of the proposals, the team by the firm of HNTB was selected to provide engineer ing, and financial consul ting services in connection wi th an facility in the SR 125 Corridor. NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Chula Vista does hereby approve an agreement with Howard Needles Tammen & Bergendoff (HNTB) for Interim SR-125 Facility Feasibility Study and Toll Facility Consulting Services, a copy of which is on file in the office of the City Clerk. BE IT FURTHER RESOLVED that the Mayor of the Ci ty of Chula Vista is hereby authorized and directed to execute said Agreement for and on behalf of the City of Chula Vista. BE IT FURTHER RESOLVED that the sum of $360,000 is hereby appropriated from the Transportation Development Fee Fund for the study. John P. Lippitt, Director of Public Works 9l92a ~das Bruce M.~009 a Presented by 12-/P COUNCIL AGENDA STATEMENT Item 13 Meeting Date 8-20.,.91 ITEM TITLE: Public Hearing to consider the deferral of undergrounding electrical service to retail business at 1100 Thirtieth Street Resolution I ~ :J). 7 approving the deferral agreement with San Diego Gas and Electric . _ / Director of Pub~ic Work~ ~ City Manager(;-+~r& (4/5 Vote: Yes_No...x...l San Diego Gas and Electric Company (SDG&E) has requested that the City grant a deferral of the undergrounding requirements imposed on the Toys R Us project on Thirtieth Street. The request was made because the underground conduit and fuses would be placed within a portion of the old Sweetwater River. SDG&E representative Rick Gardner feels that there is a high chance that the conduit and fuses would be damaged by stormwater and undue disturbance of the wetlands would occur, if it were to be placed underground. SUBMITTED BY: REVIEWED BY: Section 15.32.130 of the Municipal Code states that all deferrals of undergrounding must be considered by Council at a public hearing and that the utility company must enter into an agreement with the City. RECOMMENDATION: That Council hold the subject public hearing, adopt the subject resolution approving the deferral agreement, authorize the Mayor to sign the agreement on behalf of the City and direct the City Clerk to record the resolution and agreement. BOARDS/COMMISSIONS RECOMMENDATION: Not applicable. DISCUSSION: The owners of the properties at 1100 Thirtieth Street are leasing the site to Toys R Us for a retail store. The southeast comer of the site is a parcel of land within the City of Chula Vista. It so happens that this is also the area from which the store is to receive its electrical power. The existing distribution lines are overhead and are located within a designated wetlands area adjacent to the Sweetwater River, at the rear of the property. There are no electric facilities in Thirtieth Street which can serve the site. According to Section 15.32.130 of the Municipal Code, all new developments are to have underground utility services. SDG&E has requested that it be allowed to install a pole at the /3-1 Page 2, Item Meeting Date .8-~D~~1 top of slope, at the rear of the property. SDG&E will own and maintain this overhead line. The line will serve both Toys R Us and the new retail center proposed to the east. The service to Toys R Us will be placed underground from the pole to the building. Section 15.32.070 states that an owner or public utility company may request a deferral of the undergrounding requirements. It also states that if, after all evidence is submitted and the public hearing is held, it is shown that both of the following facts exist, the Council may grant a deferral: 1. That extraordinary conditions exist that enforcement of the undergrounding would cause unnecessary hardship to the owner or the utility company and; 2. That such a deferral will not be detrimental to the health, safety or general welfare of the neighborhood. The reasons given for the deferral request are: a) The undergrounding will cause disturbance to the wetlands. b) The flow of the stormwater will cause serious maintenance problems. c) SDG&E does not want to install the necessary fuses underground in the wetlands. Due to its location (at the rear of the property), the overhead line will not be obtrusive and probably not noticeable from the street. There are already overhead lines visible from the Route 54 Freeway and the addition of one minor line will not impact the visual environment appreciably. Staff believes the initial and ongoing costs of maintaining the underground facilities outweigh the benefit of undergrounding the lines. The deferral, if granted, will not be detrimental to the health, safety and welfare of the neighborhood. There are no other facilities planned to be placed on the new pole. All utility companies and property owners within a 300-foot radius have been notified by letter of this public hearing. It has also been noticed in the Star News in accordance with normal noticing requirements. Based on the findings contained herein, staff recommends approval of the deferral request. FISCAL IMPACT: None. File No. PB-027 JWH \PD\PB027.A13 /3....2 RESOLUTION NO. RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA APPROVING THE DEFERRAL AGREEMENT WITH SAN DIEGO GAS AND ELECTRIC AND AUTHORIZING THE MAYOR TO EXECUTE SAME The City Council of the City of Chula Vista does hereby resolve as follows: WHEREAS, San Diego Gas and Electr ic has requested that the City grant a deferral of the undergrounding requirements imposed on the Tory R Us project on Thirtieth Street; and WHEREAS, the r eques twas condui t and fuses would be placed Sweetwater River; and made because the wi thin a portion underground of the old WHEREAS, SDG&E feels that there is a high chance that the condui t and fuses would be damaged by stormwa ter and undue disturbance of the wetlands would occur, if it were to be placed underground; and WHEREAS, Section 15.32.130 of the Municipal Code states that all deferrals of undergrounding must be considered by Counci 1 a t a publ ic hear ing and that the uti 1 i ty company must enter into an.agreement with the City. NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Chula Vista does hereby approve the deferral agreement wi th San Diego Gas and E lectr ic to not protest the formation of an underground district, a copy of which is on file in the office of the City Clerk. BE IT FURTHER RESOLVED that the Mayor of the Ci ty of Chula Vista is hereby authorized and directed to execute this agreement for and on behalf of the City of Chula Vista. John P. Lippitt, Director of Public Works 9124a ~ Presented by City Attorney JJ~;> '. EXHIBIT "A" -" o~ f>O~O '(t\ . 6\"~1,. , ()~t.~ ~1 /,tJcti rA6t. OJI<N A 6/16 -- ".- ,,/ \ ,/,," \ ,,/ \ \ \ P/l~P~$I!() \ pt:JJ.4 \ ~()Pt)S4 D \ ", H. LfllE CItY 01=" tI. tl" f . . Ii !> " .~ BAz.::E: 1":2DO' (Z () C I r Y OF c~ v< FILE NO. P6- 02.7 OWN BY: J,.J DATE: '1/~/4' .- OEFE/2Il.AL Of:" UJlOE~GI20{,/IIOINc; 8e#IIJO /100 THIIlTIETII ST/2.,u~T 13''-/ AGREEMENT BETWEEN THE CITY OF CHULA VISTA AND SAN DIEGO GAS AND ELECTRIC COMPANY TO NOT PROTEST THE FORMATION OF AN UNDERGROUNDING DISTRICT THIS AGREEMENT, made and entered into this day of , 1991, by and between THE CITY OF CHULA VISTA, a municipal corporation, (City) and SAN DIEGO GAS AND ELECTRIC COMPANY (SDG&E) WINESSETH WHEREAS, City has heretofore approved the request of SDG&E, owner of the electrical lines proposed to serve the proposed projects in the lIDO-block of Thirtieth Street, for a deferral of the undergounding requirements in accordance with Chapter 15.32 of the Chula Vista Municipal Code, and WHEREAS, one of the conditions of the approval of said deferral was that SDG&E waive all rights to protest the formation of an undergrounding district or any other similar proceeding to place thetxisting overhead utilities underground. NOW THEREFORE, IT IS MUTUALLY AGREED by and between the parties hereto as follows: 1. SDG&E does hereby agree to waive all rights of protest against the formation of an undergrounding district or any other similar proceeding to place the existing overhead utilities underground. 2. SDG&E agrees to undergound the overhead utilities upon demand of City. IN WITNESS WHEREOF. the parties hereto have caused this agreement to be executed the day and year first hereinabove set forth. THE CITY OF CHULA VISTA SAN DIEGO GAS AND ELECTRIC CO. Mayor of the City of Chula Vista ATTEST City Clerk of the City of Chula Vista (Attach notary acknowledgment) Approved as to form: City Attorney of City of Chula Vista J:3 -.5" COUNCIL AGENDA STATEMENT Item fl Meeting Date 08/20/91 ITEM TITLE: PUBLIC HEARING: Consideration of Local Coastal Program Alternative 8 RESOLUTION 1/;3.l~ Certifying Final EIR-89-08 and Continuing Consideration of Local Coastal Program Alternative 8 SUBMITTED BY: Community Development Director Director of Planning REVIEWED BY: City Manager.J6, ~~ (4/Sths Vote: Yes _ No _XJ BACKGROUND: Chula Vista Investors is the major landowner of property located in the Chula Vista Bayfront north of "F" Street. Since purchasing the property in August of 1988, Chula Vista Investors has been working on a complete revision of the City's certified Local Coastal Program (LCP) referred to as an LCP Resubmittal. Pursuant to a request from the applicant, Alternative 8 (a reduced density alternative concept plan proposed by the applicant) is being considered by the Planning Commission, rather than the original proposed project, which included the text and graphics constituting a Local Coastal Program Resubmittal, as well as a proposed concept plan. A letter from the applicant's attorney making the request for consideration of Alternative 8 is attached as Exhibit A. The Alternative 8 concept plan for the Midbayfront proposes a mixed use project totalling approximately 3.9 million square feet of building area. The concept plan proposes 1,400 residential units; 1,800 hotel units; 150,000 square feet of commercial retail use; 640,000 square feet of professional office use (approximately 560,000 square feet of the office space is within the Rohr campus); and approximately 246,000 square feet, which includes athletic facilities and a conference center. Should the City Council choose to approve Alternative 8, the applicant would be required to prepare a revised LCP Resubmittal document, which would reflect the reduced density plan proposed by Alternative 8. The revised LCP Resubmittal and associated General Plan Amendment would require a Planning Commission recommendation and City Council approval prior to being forwarded to the California Coastal Commission for certification. Thus, this staff analysis focuses on the major issues raised by the Alternative 8 concept plan. An EIR was prepared to address the potential environmental impacts associated with the applicant's LCP Resubmittal and six reduced density alternatives (Alternative 8 was one of those alternatives). Any changes to the LCP would require corresponding changes to the General Plan, Zoning Code, and Bayfront Redevelopment Plan. Thus, the EIR also addressed changes to those plans. JJ/-I Item Meeting Date 08/20/91 Page -2- PEIR-89-08 is included in the members' packets and is available for public review at the Community Development Department. RECOMMENDATION: It is recommended that the City Council adopt a resolution: (a) Continuing this item and directing staff to work with the applicant and the Bayfront Planning Subcommittee to resolve the key issues raised by the proposed project. Resolution of those key issues would entail: . Determination of appropriate land use intensity . Location of buildings exceeding two stories away from the perimeter of the site where they conflict with public open space uses and uses of the adjacent National Wildlife Refuge . Preservation of public views to the bay from "E" and "P" Streets and removal of buildings west of Marina Parkway to ensure public views to the bay and wetlands from Marina Parkway . Evaluation of the potential for inclusion of a cultural arts facility in the plan . Exploration of alternative phasing and financing programs to increase the financial feasibility of the plan . Resolution of unmitigated impacts in the areas of traffic, land use, visual quality, parks/recreation/open space and schools BOARDS/COMMISSIONS RECOMMENDATION: The minutes of the July 22, 1991 Resource Conservation Commission meeting and the minutes of the July 24, 1991 Planning Commission meeting on this item are attached as Exhibits B and C, respectively. Both Commissions unanimously recommended that the City Council accept the staff recommendation to continue this item and direct staff to work with the applicant and the Bayfront Planning Subcommittee to resolve the key issues as listed under the staff recommendation. Both Commissions expressed the desire to expedite the planning process described in the recommendation. The Resource Conservation Commission stated that they would like to have the item before them again in October 1991; and the Planning Commission recommended a four- month time frame for the process. J '1.~ Item Meeting Date 08/20/91 Page -3- DISCUSSION: Alternative 8 includes parks and part of a man-made lagoon at the northern and western perimeter of the Midbayfront Planning Area. The lagoon, which is a positive feature of the proposal, would be salt water, and would extend east from the Bay into central portion of the Midbayfront (Exhibit D). The parks and the lagoon would be available for public use, as well as for resident and visitor use. The attractive visitor serving land uses proposed by Alternative 8, including hotels, retail shops, restaurants, a conference center, and athletic facilities (a tennis complex, swimming facility and an ice rink) are consistent with the visitor serving focus outlined in the goals and objectives for Bayfront development adopted by the Redevelopment Agency in 1988. Further, the proposal to incorporate underground parking included in Alternative 8 would improve the aesthetics of the project because it would allow more productive uses of the limited bayfront acreage, more flexibility in site planning (building placement), and avoid an unappealing expanse of asphalt and parked cars. Although the number of potential employers resulting from implementation of Alternative 8 is not yet known, it is anticipated that the proposed project will result in substantial employment opportunities. Those employment opportunities would result in beneficial impacts to the City and the regional economy. In addition, the residential component of the project would add to the Citywide and regional supply of housing. While Alternative 8 includes the appealing visitor serving land uses and community benefits detailed above, the proposal raises several key issues. Those issues include consistency with the 1988 goals and objectives for Midbayfront development approved by the Redevelopment Agency; overall intensity; economic feasibility; and unmitigated environmental impacts. Consistency with 1988 Redevelopment Agency Approved Goals and Objectives An analysis was conducted to determine the extent to which the proposed Alternative 8 is consistent with or implements the goals and objectives for Midbayfront development approved by the Redevelopment Agency in 1988. The highlights of that consistency analysis follows. (Summarized objectives/criteria are underlined; analysis/comments are presented without the underline. ) The Midbayfront should include uses which balance the existine development in other areas of the Bayfront. These could include compatible office or residential: uses which do not detract from the destination resort focus. Alternative 8 generally does include uses which complement and balance uses in other areas of the Bayfront and the benefits of a mixed use development could be realized. However, it also has a substantial high density residential component (approximately 1.4 million square feet) and a 640,000 square office component (560,000 square feet is for the Rohr campus). When combined, the office and residential /t/-J Item Meeting Date 08/20/91 Page -4- elements exceed the Visitor Commercial component, potentially detracting from the "destination resort" focus specified in the goals and objectives. Because of the broad mix of uses on the project site and adjacent properties. the development plan should be responsive to critical edee conditions. inteeratine compatible adjacent uses and buffering: conflictine uses. Alternative 8 has incorporated a significant buffer adjacent to the wildlife refuge. However, the nature and scale of the project may create conflicts regardless of buffer size or setbacks. The location of intense land uses adjacent to the public open space and National Wildlife Refuge is not considered to be responsive to the critical edge conditions. Provide opportunities for public coastal access Hncludine visual access). open space. park and recreation uses adjacent to the natural resources of the bay. Alternative 8 provides public park and open spaces along the perimeter of the Midbayfront, adjacent to the National Wildlife Refuge and bay. Pedestrian and bicycle trails are proposed for this area, with connections to off-site destinations. Alternative 8 does, however, include a luxury hotel west of Marina Parkway. This luxury hotel would obstruct views to the Bay and wetlands from Marina Parkway. In addition, the location of public open space immediately adjacent to high density residential uses in the northern portion of the Midbayfront also raises the concern that the public open space would tend to function as a private amenity. Alternative 8 would also result in significant visual access impacts including: (1) obstruction of existing scenic bay views from public use areas; and (2) creation of a visually dominant landscape from the Nature Interpretive Center, where aesthetic enjoyment of the natural environment is a significant part of the visitor experience. Overall Intensity The total proposed development for Alternative 8 includes approximately 3.9 million square feet (s.f.) of building space in the Midbayfront subarea. In comparison, the certified LCP allows 1.9 to 2.5 million s.f. of building space in the Midbayfront subarea (Exhibit E). Thus, the proposed Alternative 8 building space is approximately 1.4 million square feet greater than the maximum allowable density in the Midbayfront under the certified LCP. Exhibit F provides a land use comparison between Alternative 8, the certified LCP, and other alternatives addressed in the EIR for the Midbayfront subarea. Increased intensity is not necessarily negative. The acceptability of increased intensity depends on factors such as translation into building bulk and scale, the resultant environmental impacts, economic viability, and character and overall relationship with the rest of Chula Vista. /'1-''/ Item Meeting Date 08/20/91 Page -5- Building Heights The height of many of the buildings exceed the maximum height limitations allowed by the certified LCP. In general, the prevalent building height within the Midbayfront subarea in the certified LCP is 4 stories (or 44 feet). A small 5 story (55 feet) area, and a single 70-foot focal point are, however, provided for under the certified LCP. . In addition, the General Plan defines the categories of development in Chula Vista with respect to height as follows: Lowrise Midrise Highrise 0- 3 stories 4-7 stories 8-15 stories U sing a general guideline of 14 feet per story, those ranges would translate to the following building heights. Lowrise Midrise Highrise 0-42 feet 43-98 feet 99- 210 feet In comparison to these existing standards, Alternative 8 proposes: one 229 foot-high hotel which exceeds the parameters established for highrise development in the General Plan; two hotels and three apartment buildings in the highrise category; and one hotel, approximately fifteen apartment buildings, eight specialty retail buildings, two commercial buildings, one office building, one conference/theater facility, one ice rink, and one light industrial building in the midrise range. The balance of the structures proposed under Alternative 8 are below 43 feet in height (within the lowrise category). Acceptable building heights will vary with specific uses, specific locations on the site, and the overall character of a plan. Generally, taller buildings would be acceptable with decreased bulk, increased open space, or other public or aesthetic benefits. They should be located in the interior of the site providing a low profile adjacent to open space and existing low-rise development on the perimeter of the site. Preservation of views, including on and off site view corridors, views on "arrival", views to public areas, and views to the bay, should be considered in the placement of buildings. Although the Alternative 8 plan includes taller buildings, the proposal would not result in decreased building bulk on the site. Regarding the issue of increased open space, Alternative 8 would actually provide slightly less (approximately three acres) of public parks than the certified LCP. Alternative 8 also proposes to locate several tall buildings at the perimeter of the site adjacent to the open space and the National Wildlife Refuge, particularly in the northern portion of the Midbayfront where three highrise residential buildings are proposed to be located adjacent to the public open space, proximate to the National Wildlife Refuge. ;0/-5" Item Meeting Date 08/20/91 Page -6- Residential Intensity The certified Local Coastal Program allows 15 to 30 dwelling units per acre in the residentially designated areas of the Midbayfront. The General Plan outlines the Residential High category as allowing 18 to 27 + dwelling units per gross acre and specifies that any new project under this category must contain substantial landscaped open space for use by residents of the project. There is no maximum density for this category. The density shown as maximum indicates only that projects in the City have traditionally been constructed below this density. Section 6.2 of the General Plan provides guidelines for establishing residential densities within the range. It provides the criteria used in determining the appropriate gross density for project implementation within any given range. In the City's evaluation to determine the appropriate density for a project, the assumed density, in any residential range begins at the "baseline density" (or lower end of the range) and may move toward the upper end of the range. Alternative 8 proposes residential densities in the northern area of 63.1 dwelling units per acre. This density substantially exceeds the low end of the Residential High category. The analysis of General Plan criteria for determining the appropriate density within the range does not support the density proposed for the following reasons. 1. The intensity of the proposed project is not compatible with the intensity of existing and proposed surrounding land use patterns. The intensity of the proposed residential and hotel development is out of scale with the surrounding area, particularly, the National Wildlife Refuge and Chula Vista Greenbelt which are located immediately west of the proposed project. For residential development, the existing densities in the .5 mile surrounding area range from an average of 15 dwelling units per acre to a high of approximately 35 to 40 dwelling units per acre in the older areas. The newer residential developments have maximum densities of 22 to 28 dwelling units per acre. 2. The proposed project does not appear to be sensitive to the physical characteristics of the site because: . The proposed building placement would result in shadow/shading impacts to park areas. Those impacts were quantitatively determined in studies undertaken for the EIR. . Buildings are located in areas where they adversely impact public views of the Bay and wetlands. ILj -t Item Meeting Date 08/20/91 Page -7- ECONOMIC FEASIBILITY Summary of Economic Analysis Williams-Kuebelbeck & Associates, Inc. (WK&A) was retained by the Redevelopment Agency to evaluate the financial feasibility of the developer's original proposal and two reduced density alternatives, and the fiscal impacts of each. (This summary does not include the fiscal impact analysis.) It is important to note that Alternative 8, the developer's current proposal, is slightly less dense than the developer's original proposal, and slightly more dense than the first reduced density alternative included in the economic feasibility analysis. The economic study conducted by WK&A analyzed the Developer's proposal, Alternative 3 and Alternative 5 as described in Exhibit F. Two financial performance measures were used to evaluate the financial feasibility of the proposed project to the developer: internal rate of return (IRR) and net present value (NPV). The proposed project and both the reduced density alternatives are financially infeasible according to both measures used. According to WK&A there are several potential modifications to the proposed project that would improve its financial performance. First, it may be appropriate to reevaluate the heavy up-front costs of the project. Items such as public improvements, subterranean parking, and sports facilities were identified as resulting in heavy up-front costs. It is important to determine which nonrevenue producing amenities the project should provide so that non-essential elements with high costs can be eliminated to reduce those heavy up-front costs. Second, the project phasing could be adjusted to include some of the heavy up-front costs in later phases to improve the project's economic feasibility. In addition, it should be noted that alternative financing options were not analyzed. Such options could also positively impact the financial feasibility of the proj ect for the developer. Unmitigated Environmental Impacts Under Alternative 8, significant unmitigated impacts in the areas of geology/soils/groundwater and hydrology/water quality would remain due to lack of specific mitigation measures at the plan level. Impacts in the areas of visual aesthetics/community character, land use/general plan elements/zoning, and parks/recreation/open space would be significant and unmitigable under Alternative 8. Specific visual concerns include the obstruction of existing public views to the Bay from "E" and "F" Streets, and the blockage of future views of the bay and wetlands from Marina Parkway because of the location of a hotel west of Marina Parkway. Seven impacts to biological resources would remain significant and not mitigated at the plan level under Alternative 8. The incremental loss of raptor foraging areas would also be significant and unmitigable under Alternative 8. Any development of the site would result in the loss of raptor foraging habitat. Jt./ - ? Item Meeting Date 08/20/91 Page -8- Traffic impacts were assessed as significant and unmitigable at the plan level under Alternative 8 because of uncertainty regarding the feasibility of mitigation measures. Finally, the issues of school transportation costs and school sites would remain unresolved, and therefore, significant under Alternative 8. Conclusion In summary, this report provides an analysis of the key issues raised by Alternative 8 including: consistency with 1988 goals and objectives for Midbayfront development approved by the Redevelopment Agency; overall intensity; economic feasibility; and unmitigated environmental impacts. A short synopsis of the conclusion of each of those analyses follows. . In general, Alternative 8 is consistent with the goals and objectives calling for a visitor serving focus and a mixed use development, although the proposed development does include substantial residential and office elements which could interfere with the visitor serving focus. . The overall intensity of the proposed project exceeds the intensity parameters established in the certified LCP and the General Plan. Several other factors that should be considered in determining the acceptability of increased intensity were also explored including whether Alternative 8 would result in: decreased bulk, increased open space, preservation of views, and consolidation of tall buildings away from the perimeter of the site. Alternative 8, as proposed does not incorporate any of these factors that would help to make increased intensity more attractive. . Based on the two measures of financial feasibility tested by the City's economic consultant, neither the proposed project nor either of the reduced density alternatives tested were financially feasible. The economic consultant did identify several ways to increase the financial feasibility of the project including re-evaluation of heavy up-front costs such as public improvements, subterranean parking, and sports facilities. Adjusting project phasing to include some of the high cost items in later phases of the project was also identified as a way to make the project more financially feasible. No alternative financing options were evaluated in the financial feasibility analysis. Such options could increase the financial feasibility of the proposal. . Alternative 8 would result in numerous unmitigated environmental impacts. Impacts in the areas of land use and visual aesthetics can only be mitigated by project redesign. Traffic, schools, geology/soils/groundwater, hydrology/water quality and several biological impacts will require resolution at the project level of CEQA compliance. The significant unmitigable biological impact, loss of raptor foraging habitat, would occur with any development of the site. 1'-/. r Item Meeting Date 08/20/91 Page -9- Bayfront Planning Subcommittee Process The Bayfront Planning Subcommittee was established by the City Council in May 1991, in an effort by the Council to increase public participation in the Bayfront Planning process. In addition to a nine member appointed Subcommittee, Mayor Nader and Councilwoman Grasser Horton serve on the Subcommittee. The following list includes the name and the appointing commissionlcouncilmember for each member of the Bayfront Planning Subcommittee. Subcommittee Member Appointing CommissionlCouncilmember Pat Ables John Ray William Tuchscher Joe Casillas Larry Dumlao Russ Bullen John Moot William Virchis Glenn Goerke Cultural Arts Commission Resource Conservation Commission Economic Development Commission Planning Commission Mayor Nader Councilman Moore Councilman Malcolm Councilman Rindone Councilwoman Grasser Horton To date the Bayfront Planning Subcommittee has considered items such as the history of the Bayfront, the Subcommittee's vision for development of the Bayfront, the Environmental Impact Report prepared for the applicant's proposal, and the potential for inclusion of a cultural arts facility within the Bayfront development. Thus, it would be appropriate to include the Bayfront Planning Subcommittee in future planning efforts for the Bayfront to ensure an expanded opportunity for community input into the process. FISCAL IMPACT: Not applicable. [C:\WP51 \COUNCIL\ALT -8-PH.113] /Lj- 9 r~l" g,~ rr [AF~~hku ~ A PAUL A. PETERSON GREGORY C. M. GARRATT EDWARD F. WHITTLER LYNNE L. HEIDEL REBECCA MICHAEL MARSHAL A. SCARR MATTHEW A. PETERSON LARRY N. MURNANE PETE RSON [1 PRICE A PROFESSIONAL CORPORATION LAWYERS 530 B STREET. SUITE 2300 SAN DIEGO, CALIFORNIA 92101-4454 JUN 2 4 TELEPHONE AREA CODE 619 234-0361 '.:,'''' fN< (619) 234-4786 FILE No. June 21, 1991 3848.002 Mr. Chris Salomone Community Development Director City of Chula Vista 276 4th Avenue (Public Services Building) Chula Vista, CA 92010 Re: Chula Vista Bayfront Local Coastal Program Resubmittal Dear Chris: As a follow up to your letter dated June 14, 1991, please be advised that we would like the Planning Commission and City Council to consider Alternative 8 rather than the proposed LCP Resubmittal dated June 28, 1990. It is our understanding that Alternative 8 has already been analyzed in terms of environmental impacts and has also been analyzed by your staff in terms of density, traffic and other considerations. We recognize that should the Planning Commission and City Council approve Alternative 8, we would need to prepare a revised LCP Resubmittal document which would reflect the reduced density project proposed by Alternative 8. We believe that we could process such revisions. in a very short time period and would assume that the City could also docket the Planning Commission and City Council hearings within a very short time frame. We are assuming that should the Planning Commission and City Council approve Alternative 8, that staff would not need to, once again, independently, analyze or do any-further work, with the exception of verifying that the modifications ~ '* l'l-/~ Mr. Chris Salomone June 21, 1991 Page 2 proposed in the LCP Resubmittal are consistent with the project as contemplated in Alternative 8. If this is not the case, please contact us at your earliest convenience so that we can clarify the appropriate procedure. Thank you for your courtesy. Very truly yours, PETERSON & PRICE ~O~\i~::: Matthew A. Peterson cc: Chula Vista Investors ~. /'/ - II r:l fjfT\.""r-, ..---"._~--- ~ - ~hi\..i'''- >.J "" '-.-; ~ _ ~-" ~. ,_. ~ ~'... .......- !'"""C-~,:"~ EX'~! un i. T' p.. .,~ ~ !t:,,-t~ " :,,< J,.. I,' ~.,...,?~ '.' i.I _."", r ,,' ~ '.~~" -,;l, . /J~\ d l...>.~ f1 { dc. .0..;......... ................-~ '. , MINUTES OF A SCHEDULED REGULAR MEETING Resource Conservation Comm1ssion Chula Vista, California 6:10 p.m. Monday, July 22, 1991 Conference Roam 1 Public Services Building CALL MEETING TO ORDER/ROLL CALL: Meeting was called to order with a quorum at 6:10 p.m. by Chair Robert F~x. City Environmental Review Coordinator Doug Reid called the roll. Present: Commissioners Fox, Hall, Kracha and Ray. Comm1ssioner Johnson arrived at 6:~~ p.m. Absent: Comm1ssioner Ghougassian. APPROVAL OF MINUTES: MSUP (Ray/Kracha) to approve the m1nutes of June 24, 1991. lA RE.VIE,W OF FINAL EIR-89-08 - MIDBAYFRONT LCP REf:)uBMIT'l'AL NO. B AMENDMENT · Principal Community Development Specialist Robin Putnam stated that the staft report summarizes what is proposed by Alterna~ive B and also provides an overV1ew of the "Signit1cant, Unm1tigable" and the "Significant and Not Mitigated at the Plan-Level" impact associated with proposed Alternative 8. She introduced Diana Richardson, who helped prepare the EIR, as ava1lable to answer questions. Staft's recommendation is that the Final EIR-89-08 be certif ied. MSUC (Kracha/RayJ to certity that Final EIR-89-08 has been prepared in compliance with the State CEQA Guidelines and the Environmental Review Procedures for the City of Chula Vista, and turther that the ~esource Conservation Comm1ssion has reviewed and considered the 1ntormation in the Final EIR as it reviews the Alternative B concept plan. Commissioner Ray suggested that the Comm1ssion go on record that specific attention be given to traft1c, traft1c patterns and congestion that might be caused, not spec1fically trom this project, but from Rohr, the Soup Plantation and other business activities nearby. PROPOSED AMENDMENT: MS (Hall/Ray) that Ci ty Council not adopt a Statement ot OVerriding Consideration with regard to this proj ect. RE.VISED AMENDMENT: At Commissioner Kracha's suggestion and with the agreement ot the maker and second it was MSUC (Hall/Ray) that City Council not adopt a Statement ot OVerriding Consideration. The number ot Significant, Not Mitigated at Plan-Level environ- mental 1mpacts were noted with concern. The ~esource Conserva- tion Commission recommends that no Statement ot OVerriding Consideration be made without extensive stUdy and public hear1ng. It! -J:< RCC 2 July 22, 19~1 AMENDED MOTION: MSUC (Hall/Ray) to certify the Final EIR-89-08 has been prepared in compliance with the state CEQA GUidelines and the Environmental Rev1ew Procedures of the City of Chula Vista, and further that the Resource Conservation Commission has reviewed and considered the information in the Final EIR as it reviews the Alternative 8 concept plan. It is recommended that the City Council not adopt a Statement of OV~rr1ding Consideration. The number of Significant, Not Mitigated at Plan- Level env1ronmental 1mpacts were noted with concern. The Resource Conservation Commission recommends that no Statement ot OVerriding Consideration be made without extensive study and publ ic hearing. Chair Fox asked that the m1nutes note the concern of the applicant at not receiving notice of the meeting in time to prepare a presentation or a letter to the Comm1ssion outlining the public benefits associated with the project, the extensive mitigation measures worked out with the u.S. Fish and Wildlite and other relevant information. lB REVIEW OF LOCAL COASTAL PROGRAM ALTERNATIVE 8 Principal Community Development Specialist Putnam stated the staff report provided information on what staff views as some of the beneficial aspects of the project. It 1S recommended that the ~CC adopt a motion that the Planning Comm1ssion recommend adoption by the City Council of the resolution outlined in the staft report. A presentation was made by William Barkett, Matt Peterson and David Smith outlining the Changes made since the first LCP was approved years ago. The developer ma1nta1ned that they were not clear on what was being requ1red of them and would like more specifics than words like "too dense" and similar descriptions. Staff replied that such policy decisions must be made by City Council not by staff. Commissioner Kracha pointed out a mathematical error in the Land Use Categories Chart (Exhibit D). Alternate 8 under Public and QuaSi-Public should be 25.75 instead of 23.2 as shown. MSUC (Fox/Hall) to adopt a motion recommending that the Planning Commission make the fOllowing recommendation to the City Council: 1. Adopt a resolution: a. Certifying that FEIR-89-08 has been prepared in accordance with CEQA and the Environmental Review Procedures of the City of Chula Vista and that the /'1- /;1 RCC 3 July 22, 1991 Planning Commission has reviewed these documents; and b. Direct staff to work with the applicant and the Bayfront Planning Subcommittee to resolve the key issues and to develop the hard criteria raised by the proposed project. Resolution of those key issues would be no later than Thursday, October 17, 1991 and would entail: Determination of appropriate land use intensity. Location Of buildings exceeding two stor1es away from the per1meter of the site where they conflict with public open space uses and uses of the adjacent National Wildlife Refuge. Preservation of public views to the bay from "En and "F" Streets and removal of buildings west of Marina Parkway to ensure public views to the bay and wetlands from Marina Parkway Evaluation ot the potential for inclusion of a cultural arts fac11ity in the plan Exploration ot alternative phasing and financing programs to increase the f1nancial feasibility of the plan Resolution ot unmitigated impacts in the areas of traffic, land use, visual quality, parks/recreation/open space and schools. The Commission is not making a recommendation on the project based on the fact that there is no hard, set criteria to mitigate whatever unmitigable circumstances exist. The Commission will pend recommendation until some recommendations come from stafr or the Bayfron~ Development Subcommittee. 2. REVIEW OF TIME LIMITS ON CONDITIONAL USE PERMITS Item C Of the RCC meeting of June 24, 1991 dealt with th1S item. 3. REVIEW OF THE ORDINANCE ESTABLISHING RESOURCE CONSERVATION COMMITTEE MSUC (Kracha/Hall) to accept the KeV1ew and forward it to the Ci ty Attorney. /'-1.. /t( Planning Commission -4- July 24, 1991 .. -,:--: ...-, r :r-- ...-,..... ~ U., ~~""p, - - . . . ~ ':~;-: '. . .,' - '," _, ' 1.-0 __ ; \.f-J. 'Q;:;;/;J ... ... '--' ~ - ~ ,., ....r"", f"," ,r! ',\~l]"";:~',.---y" " , " "! :1 :l.,~'--' .' J u ., '~'::J ~ 'Wi ......~...J '\.J "~'II\PI'I!l"'IiH~'I"'::!r' c ,r"j, ,'~'l" I:::; ~~,-, ~'l',. ,i,~., f3' ',', ", "" - .,~', lfi} fJ .nU1' Sa. CONSIDERATION OF FINAL EIR-89-08 ON MIDBAYFRONT LCP RESUBMITTAL NO. 8 AMENDMENT Community Development Director Salomone requested that the Commission consider only Items Sa and Sc. Item Sc recommends that action be continued until stafr and the Bayfront Subcommittee work with the applicant to resolve key issues related to the project. The ~esourceConservation Commission /'-1 "/~ ~..,~""'------- Planning Commission 5 July 24, 19~1 (RCC) at their meeting of July 22, 1991 concurred with stafr's recommendation ot certitying the EIR and recommending further study. Director Salomone then introduced Christine Keller of Keller Environmental Associates. Ms. Keller said that the recirculated Draft and Final EIR had been prepared to address the environmental impacts of the original LCP Submittal and the six reduced density alternatives as well as a number of offsite alternatives. Constraints on the major conclusions of the EIR include potential environmental impacts ot Alternative 8, the applicant's.proposed project, and Alternatives 7 and 9 which represent the environmentally preferable alternatives. She indicated that Walt Crampton was available to speak to the geotechnical and water aspects of the EIR as well as Keith Merkel on the biological studies and Dan Marin on traffic. She noted that Alternative 8 differs from the original LCP by a reduction from 4.18 million square feet of development to 3.9 million square feet, the number of residential and commercial visitor units and by an increase in park space and associated changes in parking. The basic layout of Alternative 8 remains similar to the original. Alternative 7 and 9 are reduced to 2.5 million square feet of development with a similar mix but provide a larger buffer between the development and the WE- Street marsh and pond. The slide presentation illustrated the significant mitigable and non-mitigable impacts between the original LCP and Alternatives 8, 7 and 9. Relative heights of various buildings throughout the area were shown and computer-generated illustrations of proposed structures compared. Visual impacts included blockage of view of the Bay from Bay Boulevard, Nature Interpretive Center and other locations. The proposed view corr1dor was illustrated. Also illustrated was the impact to the proposed park area by the shading from the tall buildings. The restrictions to raptor foraging areas were addressed by Mr. Merkle saying that traftic of even 1/2 of the proposed magnitUde would have a destructive effect. The Chair complimented the compilers of the EIR on its excellence. MSUC (Tugenberg/Decker) 6-0, to certity that Final EIR-89-08 has been prepared in compliance with the state CEQA GUidelines and the Environmental Review Procedures for the City of Chula Vista, and further that the Planning Commission has reviewed and considered the information in the Final EIR as it reaches its recommendation on the Alternative 8 concept plan. /Lj .../~ Planning Commission 6 July 24, 19~1 5c. PUBLIC HEARING: CONSIDERATION OF OF LOCAL COASTAL PR<X;RAM ALTERNATIVE 8 Community Development Director ualomone stated that the Planning Commission is being asked to recommend City Council continuation of this item because issues about econom1C feasibility of the project and reduction in density alternatives require final resolution. He introduced J. Kneip, Centi and Associates, who made a detailed presentation covering the project descriptions, the positive features and the unresolved issues (including density, economic feasibiity and unm1tigated environmental impacts). This being the time and the place as advertised, the public hearing was opened. An organized presentation was made by Chula Vista Investors. Participants included Paul Peterson, 530 B St., Ste 2300, San Diego; Carl Worthington, 913 Ocean Front Walk, Venice, 90~~1; and William Barkett, 864 Project, La Jolla, 92037. Mr. Peterson indicated that the project would benefit the City during construction by providing $600 million, or 500 jobs per year. When completed, it would provide 1200-1500 hotel jobs plus 400 restaurant and new retail jobs yearly. Other significant economic benefits to be provided the City would include $5 million in annual taxes, $500,000 in sales tax and hotel-room taxes of about $2.2 million per year. He contended that the project was economically feasible. Mr. Peterson contended that the City has refused to work with the applicant on the development agreement for 1-1/2 years. Bill Burkett noted that every change made in the plan had been with either the traffic or the envrionment in mind. Carl Worthington gave a slide show presentation summarizing project highlights and the eftorts made to develop a destination resort, a 24-hour mixed-use community attractive for residential and visitor-commercial, appropriate to its bayfront setting and financially viable. Jackie McQuade, 339 East "J" st., CV, requested denial of the project and that the applicant not return with another submittal unless he can stay within the General Plan guidelines. Will Hyde, 803 Vista Way, CV, 91911, speaking on behalt of Crossroads requested denial of the project. He recommended that the plan be rewritten in its entirety with public input being provided from inception. Mr. Hyde referenced "The Midbayfront Planning Program", adopted in peptember, 1986, as an authority regarding building heights. It/-I? Planninq Commission 7 July 24, 19~1 Peter Watry, 81 Second Ave., CV, read a letter from Bill Robens, Conservation Chairman, South Bay Group, San Diego Chapter, Sierra Club, noting that the project "...would cause severe and irremediable harm to the environment." Mr. Robens recommended that the Commission continue the item for Bayfront Subcomm1ttee review and specifically indicate a preference for a project of reduced intensity and one that places more emphasis on reduction or elimination of environmental impacts. A second alternative would be to deny the project as submitted and direct the developer to return with one complying with the existing LCP and more environmentally sensitive. No one else wishing to speak, the public hear1ng was closed. Commissioner Tugenberg said he would like to see less bulk to the entire project. This could be achieved, perhaps, by greater height while opening up the project to allow views to the bay so there is not the feeling of intensity generated. by so many buildings. Fewer buildings and more height would be his recommendation. Commissioner Carson said the resource of water should be of paramount importance whether it is enhanced through the lagoon or by being able to come up closer without endangering the wildlife. She indicated that a larger view of the water and open space should be emphasized rather than a narrow view corridor between "E" Street and the bay. She wants view, water, open space and less bulk even if it means a stacking of some of the buildings. Commissioner Casillas said he would like to compliment both the staff and the applicant, particularly Mr. Worthington who has undoubtedly done an outstanding job. Some very significant issues, however, have not been addressed properly and need work. For that reason, he would support staff's recommendation to continue the item so the ~ubcomm1ttee could work on it and public input be provided. "The City of Chula Vista deserves the best project we can get because once that land is gone, it's gone forever. II Commissioner Martin commented that there was "too much in too small an area" and he would support staff's recommendation. Commissioner Decker said that Alternate 8 has focused the eftorts over the years down to a reasonable but adjustable plan. It is one with a central theme that still needs some work. He liked the architect's concept and thought further work toward improvement would be practical. Commissioner Fuller said she would like to compliment the appli- cant and architect for a really innovative design which has a lot of excellent points. The lagoon feature is truly outstanding. J'f"/<T Planning Commission 8 Julv 24, 19~1 She said she was not entirely comfortable with the present layout and would like to see it reduced somewhat. A remarkable job has been done in working with the various agencies on the environmental concerns and the enhancement of the marsh wh1ch is something desirable in any project of any scale. The Commissioner said she supported staff's recommendation but had some reservations about continuing this with the Subcommittee without putting some time constraints. The environmental ~mpact document accepted tonight covers anything that Alternate 8 or a higher density proposal would entail. A lower density is under discussion, and it is to be hoped that the-Subcomm1ttee would not feel it necessary to go into further environmental review. She expressed concern about the continued comparison to the adopted LCP saying those charts are no longer valid. Ms. Fuller emphasized that care should be taken that the PUblic does not get the idea that they will have access to the Bayfront. The public must be aware that the marsh land is not being developed so they can go into the marsh or down into the water. The area is now a National Wildlife ~efuge and there is no access to the water. 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Co a: RESOLUTION RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA, CALIFORNIA CERTIFYING FINAL EIR-89-08 AND CONTINUING CONSIDERATION OF LOCAL COASTAL PROGRAM ALTERNATIVE 8 THE CITY COUNCIL OF THE CITY OF CHULA VISTA does hereby resolve as follows: WHEREAS, Final EIR-89-08 has been prepared in compliance with the State CEQA Guidelines and the Environmental Review Procedures for the City of Chula Vista; and WHEREAS, Alternative 8 as proposed raises several key issues that require further resolution. NOW, THEREFORE BE IT RESOLVED that the City Council hereby certifies that Final EIR-89-08 has been completed in compliance with the CEQA Guidelines and the Council has reviewed and considered the information contained therein. BE IT FURTHER RESOLVED that the City Council hereby directs staff to work with the applicant and the Bayfront Planning Subcommittee to resolve the key issues raised by the proposed project including: . Determination of appropriate land use intensity . Location of buildings exceeding two stories away from the perimeter of the site where they conflict with public open space uses and uses of the adjacent National Wildlife Refuge . Preservation of public views to the bay from "E" and "F" Streets and removal of buildings west of Marina Parkway to ensure public views to the bay and wetlands from Marina Parkway . Evaluation of the potential for inclusion of a cultural arts facility in the plan . Exploration of alternative phasing and financing programs to increase the financial feasibility of the plan . Resolution of unmitigated impacts in the areas of traffic, land use, visual quality, parks/recreation/open space and schools BE IT FURTHER RESOLVED that the City Council reserves for future determination prior to approval of the project its conclusions regarding CEQA findings, approval of the mitigation and monitoring, and if necessary, Statement of Overriding Considerations. ~~ Chris Salomone Community Development Director Presented by [C:\WP51 \CQUNCIL\EIR-89-98.RES] 1,/-2;} COUNCIL AGENDA STATEMENT Item Ii/ Meeting Date 08/20/91 ITEM TITLE: Report: Consideration of Final EIR-89-08 Midbayfront LCP Resubmittal No. 8 Amendment SUBMITTED BY: Community Development Director Director of Planning REVIEWED BY: City Manager Vt( ht.~1 (4/5ths Vote: Yes _ No X) BACKGROUND: The original Draft EIR prepared on this proposal addressed the potential environmental effects of a proposed Local Coastal Program Resubmittal including both text and graphics. At the end of the public review period (Planning Commission hearing on September 26, 1990) Chula Vista Investors (the applicant) introduced a new revised concept plan. This new proposed project is termed Alternative 8. Should the City Council choose to approve the Alternative 8 concept plan, then the applicant would be required to prepare a revised LCP Resubmittal document to reflect the reduced density plan proposed by Alternative 8. Two major changes to the certified LCP would occur if Alternative 8 were approved. The first would involve the redesignation to "open space" on all City plans of the "D" Street Fill and Gunpowder Point, consistent with the establishment of the Sweetwater Marsh National Wildlife Refuge which includes those areas. The second major change would be to modify the arrangement of land uses, building height controls, and development intensity in the Midbayfront planning subarea. The Alternative 8 concept plan for the Midbayfront proposes a mixed use project totalling approximately 3.9 million square feet of building area. The concept plan proposes 1,400 residential units, 1,800 hotel units, 150,000 square feet of commercial retail, 640,000 square feet of professional office, and approximately 246,000 square feet which includes athletic facilities and a conference center. Alternative 8 includes parks and part of a man-made lagoon at the northern and western perimeter of the Midbayfront planning area. The lagoon is a salt water feature that would extend east from the Bay to the central portion of the Midbayfront. The parks and lagoon would be available for public use as well as for resident and visitor use. ;0/--21 Item Meeting Date 08/20/91 Page -2- Alternative 8 proposes: . One 229 foot-high hotel which exceeds the parameters established for highrise development in the Chula Vista General Plan; . Two hotels and three apartment buildings in the highrise category (99-210 feet); . One hotel, approximately fifteen apartment buildings, eight specialty retail buildings, two commercial buildings, one office building, one conference/theater facility, one ice rink, and one light industrial building in the midrise range (43-98 feet); and . The remainder of the structures are below 43 feet in height (within the lowrise category) . Wetland setbacks are proposed along the perimeter of the Midbayfront which is adjacent to both San Diego Bay and Sweetwater Marsh National Wildlife Refuge. The environmental analysis included in the Final EIR addresses the following issues: geology/ soils/groundwater, hydrology/water quality, visual aesthetics/community character, conversion of agricultural lands, air quality, noise, biology, archaeology/history/paleontology, and land use/general plan elements/zoning, community social factors, community tax structure, parks/recreation/and open space, utility service, and transportation/access. The Final EIR also examines alternatives to the project, growth inducing impacts, cumulative impacts, and other environmental summaries required by CEQA. The environmental consultant that prepared this Final EIR is Keller Environmental Associates, Inc. of San Diego, California. RECOMMENDATION: Certify that Final EIR-89-08 has been prepared in compliance with the State CEQA Guidelines and the Environmental Review Procedures for the City of Chula Vista, and further that the City Council reviewed and considered the information in the Final EIR as it reached its decision on the Alternative 8 concept plan. BOARDS/COMMISSIONS RECOMMENDATION: On July 22, 1991 and July 24, 1991 the Resource Conservation Commission and the Planning Commission, respectively, recommended certification of Final EIR-89-08. )'1- -2~ Item Meeting Date 08/20/91 Page -3- DISCUSSION: The Final EIR includes expanded and refined impact definitions to clearly distinguish between those significant impacts that may be mitigable at a later stage of planning and California Environmental Quality Act (CEQA) compliance and those impacts that may only be mitigated through a major redesign of the project or selection of another alternative. In preparing the August 1990 Draft EIR, the category "Significant and Not Mitigable" was used to categorize a broad range of impacts -- including those that were not considered to be mitigable except through project redesign, as well as those considered 1;0 be significant and not mitigated at the present time, based upon the information provided by the applicant at the plan-level of CEQA compliance. In various instances, impacts classified in the DEIR as "Significant, Unmitigable" at the plan level, may be mitigable once more detailed studies and planning are completed by the applicant and the City. Consequently, in order to clearly distinguish between these two major impact categories, the project team refined the impact definitions and re-evaluated all environmental impacts of the proposed project and alternatives based upon the following criteria and definitions: . "Significant and Not Mitigable" - This category pertains only to those significant impacts that would not be mitigated below a level of significance at any stage of project planning and environmental compliance. Consequently, this impact category pertains to those effects that can only be avoided through project redesign or selection of another alternative. . llSignificant and Not Mitigated at the Plan-Level of CEQA Compliance" - This category of impacts applies to those environmental effects that are not presently mitigated by identifiable measures or the applicant's commitments. These impacts mayor may not be mitigated at later stages of planning and environmental compliance. In most instances, additional baseline studies or project details are needed prior to determining whether mitigation would be feasible or not. . II Significant, Mitigable" - Impacts that exceeded the threshold of significance are categorized as "Significant, Mitigable" in those instances where mitigation measures are readily available or where the applicant has already provided sufficient information and mitigation commitments. In this instance, additional studies and/or design information are not necessary to establish appropriate measures and their effectiveness in reducing impacts below the significant threshold. J tj -,2. (, Item Meeting Date 08/20/91 Page -4- . "Adverse, Not Significant" - Impacts considered to be adverse, but below a level of significance are listed under this impact level. . "No or Limited Impact" - Impacts that are considered to be very minor or undiscernible are classified in this category. . "Beneficial Impacts" - Impacts that will have a beneficial effect on the City of Chula Vista, its residents, and/or its environmental resources are so noted under this category. An analysis of the significant adverse environmental impacts which would result from implementation of Alternative 8 follows. 1. Geology/Soils/Groundwater Development of the proposed project and alternatives would result in the following four potentially significant impacts. The impacts are described in the right column and level of each impact is identified in the left column. Impact Level Impact Description Significant Mitigable 1. Ground settlement due to consolidation of the compressible estuarine/fluvial (bay) deposits and the artificial fill soils on site; Significant Mitigable 2. Grading impacts for onsite and offsite water and sewer pipelines; Significant, not mitigated at plan level 3. Seismic hazards, including ground shaking, surface displacement, liquefaction, tsunamis, and earthquake- induced flooding; and Significant, not mitigated at plan level 4. Potential foundation design and construction difficulties associated with the construction of foundations and subterranean parking structures at or near the groundwater table. }'1- ~ 7 2. Hydrology/Water Quality Item Meeting Date 08/20/91 Page -5- Five potentially significant hydrology/water quality impacts were cited as a result of development of the project and the alternatives. These include: Impact Level a.andb. Significant, Mitigable c. Significant, not mitigated at plan level Significant, not mitigated at plan level Significant, not mitigated at plan level Significant, mitigable Significant, mitigable Impact Description 1. Flooding of: (a) low-lying areas from tidal highs, compounded by run-up from wind-driven waves (coastal flood hazards); (b) flooding from the Sweetwater River; (c) flooding associated with exceeding the capacity of proposed storm drain facilities on site; 2. Erosion from inland or coastal flooding; 3. Siltation and chemical contamination/degradation of water quality from surface runoff-pesticides, fertilizers, oil, grease, etc.; 4. Inconsistency with City of Chula Vista standards, specifically related to the design storm flow, and gravity pipe requirements; and 5. Issues regarding quantity and quality of water for both the lO-acre public lagoon and the semi-public residential lagoon in the northern portion of the site. 3. Visual Aesthetics/Community Character Significant visual and aesthetic impacts would occur from development of Alternative 8 and three reduced density alternatives (Alternatives 3, 4 and 5). No significant aesthetic/visual impacts would occur from development allowed under the existing LCP. The significant impacts and the level of significance of each impact are summarized below. J'/-.,lK' Item Meeting Date 08/20/91 Page -6- Impact Level Impact Description Significant, not mitigable 1. Creation of a visually dominant urban landscape from the Nature Interpretive Center, where aesthetic enjoyment of the natural environment is a significant part of the visitor experience, would be permanently lost. Significant, not mitigable 2. Obstruction of existing scenic bay views from public use areas and establishments along Bay Boulevard. Significant, not mitigable 3. Creation of a visually dominant urban landscape from areas within the City of Chula Vista and from 1-5, that would be incompatible with the waterfront image community identity of Chula Vista. 4. Conversion of Agricultural Lands The loss of approximately 45 to 65 acres of potential agricultural land to urban uses is not considered significant at the plan level. The loss of any potential agricultural land represents an incremental contribution to a regionally significant loss of agricultural land to development. 5. Air Quality Potentially significant air quality impacts would occur from development of the proposed co-generation plant. An incremental contribution to regional air quality problems would also occur from vehicular sources. In addition, cumulative impacts would occur from vehicular emissions added to the co-generation plant emissions. Mitigation measures must be implemented to reduce these impacts to a level below significant, including compliance with the Air Pollution Control District's requirements for co-generation emissions, dust control (during construction), construction traffic monitoring, and implementation of Transportation Control Measures coordinated through a transportation management agency. Further, once the proposed parking garages have been designed, an additional air quality analysis must be conducted to assess potential air quality impacts to the garage users. J t/ - ~9 Item Meeting Date 08/20/91 Page -7- 6. Noise Potentially significant noise impacts could occur from construction activities, and land use incompatibility. Specifically the location of the child care center close to the noise from 1-5 and the co-generation facility raise noise concerns. These impacts can be mitigated to a level below significant by limiting construction activities to certain times, limiting construction access routes, establishing a noise performance standard for the co- generation facility, and by requiring a noise barrier along the eastern end of the child care facility. 7. Biology Numerous impacts are cited to biological resources including wildlife resources, threatened and endangered species, and marine resources. Twenty-six mitigation measures are detailed for biological impacts in the FE1R. These mitigation measures would help to minimize the impacts of the project on biological resources, but one significant unmitigable impact would remain. There are not foreseeable mitigation measures available to compensate for the loss of raptor foraging habitat associated with the alteration of land uses in the Midbayfront. Thus, this impact is considered significant and unmitigable. The project description, environmental safeguards, and the mitigation measures detailed in the Final E1R provide adequate assurance that impacts associated with degradation of water quality alterations of predator/competition/prey regimes, human and pet presence, endangered species concerns, and vector control issue can be mitigated at the project level by the development and implementation of precise plans which address these concerns. Currently, there is not enough project-level detail available to adequately evaluate significance on these issues. A biological resources management plan will be developed in a completed form during the project level environmental review process. So, the impacts identified above remain significant and not mitigated at the plan level. 8. Archaeology/History The impacts to archaeological and historical resources were found to be significant but mitigable by subjecting off-site improvements (e.g., for utility extension) to archaeological review. 9. Paleontology Significant impacts to paleontological resources could occur during project grading. The standard on-site monitoring requirements are included in the Final E1R as mitigation for these impacts. /t(, 311 Item Meeting Date 08/20/91 Page -8- 10. Land Use/General Plan Elements/Zoning The significant land use impacts associated with the proposed project and the level of significance of each impact are summarized below. Impact Level Impact Description Significant, not mitigable 1. Incompatibility of the intense nature of the development with the land uses of the surrounding Chula Vista area; Significant, not mitigable 2. Incompatibility of the intense nature of development with the adjacent unique open space uses of the Sweetwater Marsh National Wildlife Refuge and Nature Interpretive Center; Significant, mitigable 3. The potential incompatibility of the residences located above and nearby the commercial retail and commercial visitor uses in the central core area. Such potential impacts include noise from traffic and people, traffic congestion, night-lighting and competition for parking spaces, all of these largely occurring on weekends and evenings when most people are home; and Significant, not mitigated at the plan level 4. Inconsistency with the certified LCP, General Plan (2010), and Bayfront Redevelopment Plan. The only mitigation measure possible to reduce the impacts from land use intensity incompatibility (number 1 above) and incompatibility with the adjacent NWR (number 2 above) to below a level of significance would be to redesign the proposed project. Otherwise, these impacts would remain significant. Mitigation for impact number 3 above would involve building design techniques such as maximum insulation in exterior and interior walls, floor separation design, and window treatment. Mitigation for number 4 above would also necessitate either project redesign, or approval of an LCP Resubmittal, a General Plan Amendment, and a Redevelopment Plan Amendment; otherwise, this land use impact would also remain significant. It}, 31 Item Meeting Date 08/20/91 Page -9- 11. Community Social Factors A significant increase in housing and a resulting population increase would occur on the project site over what was planned for the site, and a substantial increase in employment opportunities would occur. Both the increase in housing and employment opportunities are considered beneficial impacts. 12. Community Tax Structure No significant adverse impacts would occur in the area of community tax structure. A positive impact to the City's Redevelopment Agency would occur under all of the alternatives. 13. Parks. Recreation. and Open Space The EIR cites the following inadequacies in the proposed project in the area of parks, recreation, and open space. . Park development according to the proposed phasing plan would not provide adequate park area or parking for parks within Phase I to accommodate the anticipated high public usage; . Potentially insufficient amount of parking for park users; . Inadequate information regarding public access from on-site parking areas to parks, and from areas across 1-5 to the east to the parks.; . Shade impacts to parks and public open space areas. Mitigation is possible to reduce the first three impacts to below a level of significance. These measures are: . Revise the Phasing Plan to include the parks and adequate public park parking (as approved by the City) within Phase I. . Creation of additional public parking spaces per City requirements to be determined at the project level. . Provision of access plan, showing designated public parking areas, access routes to public areas, and access routes and signage from the east side of 1-5 across the "E" Street bridge. The access plan must be approved by City Planning and Community Development Departments. JLj-J-2 Item Meeting Date 08/20/91 Page -10- The fourth impact can only be reduced by project redesign, thus, it remains significant and unmitigable. 14. Utility Service In the area of schools, the creation of new Mello-Roos districts would provide for the collection of funds to finance items such as buses, relocatable classrooms, permanent classrooms, and property on which those facilities could be located. Annual costs for student transportation including bus maintenance and drivers' salaries are not, however, eligible for Mello-Roos funding. These costs need to be funded by either a cash contribution from the applicant or a long-term binding agreement with the applicant to finance annual school transportation costs. The issue of new school sites or additional property adjacent to existing schools for the construction of capital improvements must be resolved during the project level of eEQA compliance and the impact remains significant at the plan level. 15. Transportation/ Access Development of the proposed project would result in significant impacts to street and intersection capacities at streets in the project vicinity. The Year 2000 condition was analyzed with the traffic generated by the Proposed Project added to the No-Project condition. This analysis revealed that under this condition, like the No-Project condition, all study area intersections will operate at LOS e or better during the a.m. peak hour. During the p.m. peak hour, with the proposed project generated traffic added to the network, the following intersections will operate at unacceptable levels of service (LOS D or worse - Arterial Intersections, LOS E or worse - Freeway Ramp Intersections). . 1-5 Southbound Ramp/"E" Street (LOS F, leU 1.05) . 1-5 Northbound Ramp/"E" Street (LOS F, leU 1.30) . Broadway/"E" Street (LOS F, leu 1.04) . Broadway/"F" Street (LOS D, leU 0.84) . Broadway/"R" Street (LOS E, leU 0.95) Measures have been suggested and analyzed that would result in the following levels of servIce. . 1-5 Southbound Ramp/"E" Street (LOS D, leU 0.87) . 1-5 Northbound Ramp/"E" Street (LOS e, leU 0.74) . Broadway/"E" Street (LOS e, leU 0.76) ) t/ - ~;J Item Meeting Date 08/20/91 Page -11- . Broadway/"F" Street (LOS C, ICU 0.79) . Broadway/"H" Street (LOS C, ICU 0.75) The feasibility of several of the measures including restriping of the "E" Street overcrossing, and widening Bay Boulevard to provide three northbound lanes has not as yet, been demonstrated. The feasibility of these measures must, however, be confirmed by the City Traffic Engineer and CalTrans prior to accepting the measures as appropriate mitigation at the project level. Thus, many of the traffic impacts associated with the proposed project remain significant and not mitigated at the plan level. In addition, at the project level, a determination of the applicant's fair share of the improvements required at the off-site intersections will be analyzed. Alternatives CEQA requires description of a range of "reasonable alternatives, to the project, or to the location of the project, which could feasibly attain the basic objectives of the project," and to evaluate the comparative merits of the alternatives. The discussion of alternatives "shall focus on alternatives capable of eliminating any significant adverse environmental effects or reducing them to a level of insignificance, even if these alternatives would impede to some degree the attainment of project alternatives, or would be more costly." The alternatives analysis in the Recirculated DEIR includes nine alternatives, five of which were development plans which were analyzed at the same level of detail as the proposed project. The alternatives are listed below; numbers 2 through 5, and 8, are those that are analyzed in the same level of detail as the proposed project. (1) No Project (2) Development Under Existing Certified LCP (3) Reduced Density 1 (26 percent intensity decrease from developer's proposal) (4) Reduced Density lA (26 percent intensity decrease from developer's proposal) (5) Reduced Density 2 (47 percent intensity decrease from developer's proposal) (6) Possible Locational Alternatives (7) Reduced Density/Modified Design Alternative (47 percent intensity decrease from developer's proposal) (8) Applicant's Revised Development Plan (9) Alternative Developed in Response to Public Comments Eight locational alternatives were analyzed in the DEIR. The alternative site locations are included in response to the recent Goleta case, in which the Court ruled that EIRs must evaluate alternative locations for a project, in addition to project alternatives on the same site. Alternative sites are examined in the EIR not as a viable option to the proposed project, but J'-I-;JY Item Meeting Date 08/20/91 Page -12- rather to assess whether environmental impacts from the same or a similar project might be reduced or eliminated at a different site than the proposed location. The Midbayfront development plan would create reduced impacts in a different location, possibly in such areas as shown by possible locational alternatives 2 and 6. It was also concluded that the elements of the development plan that resulted in the significant, unmitigable impacts were the high density, building bulk, and building heights. Thus, Alternatives 7 and 9, additional on- site alternatives, were designed by the City's environmental and planning consultants in an effort to reduce project impacts and to respond to public comments regarding the project density, bulk, and height. The impacts associated with Alternatives 7 and 9 are summarized below. Alternative 7 Alternative 7 was developed by reviewing the potentially significant impacts of the proposed project, and designing a development which maintained the land uses proposed by the project while avoiding or significantly reducing the cited impacts. The design reduced the overall intensity to a level allowed by the existing LCP (this alternative assumes a maximum of approximately 2.5 million square feet of building). The design also reduced the heights of buildings throughout the project area. Under Alternative 7, the significant unmitigated impacts in the areas of geology/soils/ groundwater and hydrology/water quality would remain due to lack of specific mitigation measures at the plan level. It is, however, likely that these impacts could be mitigated to below significant at the project level. With the mitigation measures outlined in the Final EIR, impacts in the areas of visual aesthetics/community character, land use/general plan elements/zoning, and parks/recreation/and open space could be mitigated to a less than significant level. Five impacts to biological resources would remain significant and not mitigated at the plan level under Alternative 7. The incremental loss of raptor foraging areas would be significant and unmitigable under Alternative 7. In addition, traffic impacts were also assessed as significant and not mitigated at the plan level because of the uncertainty regarding the feasibility of the mitigation measures. Finally, the issues of school transportation costs and school sites would remain unrysolved, and therefore, significant under Alternative 7. In summary, although significant unmitigable impacts would result from implementation of Alternative 7, the number of unmitigable impacts would be substantially reduced from the number identified for the proposed project. Alternatives 7 and 9 have fewer significant adverse environmental impacts than any of the other alternatives analyzed except the No Project alternative. 1'/";1.5 Item Meeting Date 08/20/91 Page -13- Alternative 9 Alternative 9 was developed in response to comments received on the original Draft EIR. The impacts associated with Alternative 9 would be very similar to the impacts identified for Alternative 7. FISCAL IMPACT: Not applicable. [C:\WP51 \CQUNCIL\EIR89-08.113] J'I-;3/' COUNCIL AGENDA STATEMENT Item 15' Meeting Date 8/20/91 ITEM TITLE: Report on Traffic Concerns on Point Barrow Drive in Robinhood Point Subdivision East of Oleander Avenue SUBMITTED BY: Director of Public Work~ REVIEWED BY: City Manager G i'-/~ (4/5ths Vote: Yes_No-L) ~.JJ Council Referral #2321 BACKGROUND: The City Council received a letter with a petition from Mrs. Jean Adams, a resident of the Robinhood Point area, requesting that something be done to reduce the speed of vehicles on Point Barrow Drive. RECOMMENDATION: The Ci ty Council deny Mrs. Adams' request for speed bumps and accept staff's report and Safety Commission's recommendation. BOARDS/COMMISSIONS RECOMMENDATION: At the Safety Commission meeting of July 11, 1991, the Safety Commission voted 7-0 to accept staff's recommendation and recommend that the City Council approve the installation of: 1) curve warning and 15 MPH adVisory speed limit signs, and 2) a centerline stripe with reflective markers. DISCUSSION: A letter and petition signed by the residents of the Point Robinhood area was received. These residents are requesting that something be done to reduce the speed of vehicular traffic using West Point Drive and Point Barrow Drive. These streets are located in the southeastern portion of the City, east of Brandywine Avenue and north of Sequoia Street. West Point Drive is a 32 foot wide north/south residential street. There is a curb, gutter, and sidewalk along the west side and only curb and gutter along the east side. Parking is allowed on both sides of the street. West Point Dri ve becomes Poi nt Barrow Dri ve north of where the roadway curves to the left. This street serves as the only access point for 53 single family residences situated on seven cul-de-sacs. The speed limit on these streets is a Prima Facie (unposted) 25 MPH. The grade at the centerline of the roadway is almost 12% on the segment from Sequoia Street to Morro Point Drive. This may account for the motorists attempt i ng to gain momentum to reach the area north of Morro Poi nt Dri ve. Once motorists are north of Morro Point Drive the grade levels out to about 3% just before entering the 100' radius curve. A review of the accident history for this area shows that there has been only one reported accident during the 3-1/2 year period from January 1, 1988 /..>: I Page 2, Item Meeting Date 8/20/91 through June 20, 1991. This accident resulted from a single vehicle losing control and hitting the west curb line and a fire hydrant at the intersection of West Point Drive and False Point Court. The vehicle was driven by an area resident who had been drinking but was not legally intoxicated. In an effort to determine a comfortable speed to drive through the 100 ft. radius curve, staff has completed some runs at different speeds for each direction. Using an instrument called "Ball Bank Indicator" a speed of approximately 17-19 MPH was determined to be ideal. The Caltrans Highway Design Manual shows that the minimum design speed for the 100 ft. radius curve in question is less than 20 MPH, thus concurring with staff's conclusion. Since the speed limit is presently an unposted 25 MPH, staff is recommending that a "Curve Warning" sign (W-3) with a 15 MPH advisory speed limit be posted. The Traffic Engineering Division has completed 48 hours of surveys to document prevailing vehicular speeds. The Average Daily Traffic (ADT) over a 2-day weekday period is approximately 825 vehicles per day. The results of these surveys have been tabulated below: NORTHBOUND SOUTHBOUND 5/20/91 5/21/91 5/20/91 5/21/91 ADT 480 423 389 359 Average Speed 27.41 26.87 25.74 25.70 Median Speed 24.30 24.28 24.42 24.68 85th % Speed 30.32 27.62 28.36 28.54 Mode Speed 23.00 23.00 23.00 23.00 10 MPH Pace 23-33 23-33 23-33 23-33 % Within Pace 85.41 87.94 96.65 97.49 GLOSSARY Average Daily Traffic: Total volume of traffic over a 24 hour period. By direction if noted. Average Speed Sum of all the recorded speeds divided by the total number All Vehicles of vehicles recorded. ADT Med i an Speed Speed wh i ch 50% of the veh i c 1 es were above and 50% of the vehicles were below. Mode Speed 10 MPH Pace Often referred to as the critical speed, this speed is the speed that 85% of the drivers are travelling at or below. This is the speed used by the State of California to determine what speed limit should be posted. The speed the most often was recorded during the time surveyed. The 10 MPH range which contains the most vehicles during the time surveyed. 85th Percentile 1~.2 Page 3, Item Meeting Date 8/20/91 In the letter Mrs. Adams is requesting that two speed bumps be installed in the area to slow veh i cul ar speed to 10 MPH. She also ment i oned that speed bumps have recently been installed on Westbrook Avenue in San Diego for the same purpose. Si nce Mrs. Adams referred to the San Di ego i nsta 11 at ion, we have assumed that she is not requesting the type of abrupt bump found on parking lots, instead she is requesting speed humps which are much less harsh but do cause some discomfort for motori sts . Speed humps are asphalt mounds that are three to four inches high and 12 feet wi de. Speed bumps are also three to four inches high but are less than a foot wide. Staff has been in contact with the City of San Diego Traffic Engineering Department and di scussed the topi c of speed humps on Westbrook Avenue and Granada Avenue. Westbrook Avenue is located north of Bonita and parallels the South Bay Parkway. The street is 40' wide curb to curb and generally tangent with a grade of less than 5%. The Average Daily Traffic (ADT) count is approximately 2700 vehi cl es per day. Granada Avenue is located in the North Park area of San Diego near the intersection of 30th Street and University Avenue. The ADT is estimated at 800 vehicles per day. The curb to curb width is 52 ft. Neither of these two streets has a posted speed limit or centerline stri pi ng. Both streets have res i dent i a 1 homes fronting on it and on street parking is allowed. Several criteria were establ ished for speed humps by the City of San Diego Traffic Engineering Department for each candidate location based on experience of other cities throughout the State~ 1. The street was to have only one lane of travel for each direction. 2. The original 85th percentile speed was to have been greater than 35 MPH on a 25 MPH zone. 3. Traffic volumes were to be less than 3000 vehicles per day. 4. The roadway al ignment was to be tangent with a grade of less than 5% so that all of the speed bumps could be seen from either end of the street. 5. The street is to be wide, at least 40', to provide for a recovery zone if a vehicle should lose control. It shoul d be noted that there are numerous c it i es in the State that employ speed humps under special traffic conditions. It is worth noting that the criteria used by the various cities are similar to those used by the City of San Diego. The criteria is modeled after a report produced by the California Traffic Control Devices Committee. An observation associated with each of the locations, was that none of the speed humps were constructed with exactly the same cross-section. Some speed humps cause more of an abrupt jolt than others. To check the effectiveness of the speed humps in San Diego, radar speed surveys were conducted by the City of Chula Vista Traffic Engineering Division. Results show that most vehicles If'., ;3 Page 4, Item Meeting Date 8/20/91 are crossing the speed humps at about 16 MPH and the 85th percentile is at approximately 19 MPH. In between the speed bumps the speed is 22 MPH. In compari son, Poi nt Barrow Dri ve and West Poi nt Dri ve have an average speed of approximately 26 MPH and an 85th percentile of approximately 29 MPH. These speed humps in the City of San Diego have been placed at intervals of from 225' to almost 400'. As can be seen, speed humps will not lower the speed to 10 MPH maximum as is being requested. Since the area in question is a cul-de-sac with only one access point for all residents, it is not affected by passer-by trips or short-cutters as was the case with the streets in the City of San Diego study. The speeding is being done by area residents. The City of Chula Vista does not have any speed humps on public streets. California courts have held public agencies liable for personal injuries resulting from faulty design of speed humps. Increased hazard to unwary motorists, challenges to dare-devils, disruption to the movement of both emergency vehicles and service vehicles, and an undesirable increase in noise and pollution are all reasons for not installing speed humps. Since the subject location is within a curve and the street is narrow, it does not meet the recommended cri teri a for speed humps. The subject 1 ocat ion is not a good candidate for speed humps; therefore, staff does not recommend speed humps on these streets. Mrs. Adams stated in her letter that children play in the street. Staff feels that children should not be encouraged to use the street as a playground. It is the responsibility of parents to ensure that children do not play in the street. It is also the responsibility of the motorists to drive within the 25 MPH speed limit when driving on residential streets. It is the responsibility of both the pedestrian and the vehicle operator to look out for and respect each others right-of-way. At the Safety Commission meeting, the possibility of reducing the speed limit to less than 25 MPH was discussed. California Vehicle Code Section 22358.3 does not apply to West Point Drive and Point Barrow Drive, since it is greater than 25 feet in width. Therefore, staff cannot legally lower the speed limit below 25 MPH. Based on staff analysis of traffic conditions, the following actions will be taken unless otherwise directed by the City Council. 1. The curve at Point Barrow Drive and West Point Drive be delineated with a double yellow centerline stripe with reflective pavement markers; and 2. That curve warning signs with a 15 MPH advisory speed plate be posted in advance of each approach to the curve. All 53 residences in the area have been notified of tonight's meeting. FISCAL IMPACT: $300 for signs and pavement markings /.5'- t/ Attachments: FR/KY -119- (2321) WPC 5698E Page 5, Item Meeting Date 8/20/91 Letter and petition dated April 17, 19~1 Area plats (3) Ball-bank findings Northbound speed survey graph Southbound speed survey graph California Vehicle Code Section 22358.3 Minutes Safety Commission dated 7/11/91 (Excerpt) IY> . . '(, _,...~ 'y::~"":t !'\ ::.. """ :.. I - .... . ,. .. ~ __ ,...~\P" \;i':"- i:' "( U ~ I...., I . o.,J ....,.,. _ _ _ ._ ,":'.ltJ,..;~~~~:;l!~C: rj'" 1r.J ill APR 3 0 1991 ill i1 . . L!I \!) L5 U \!I ~ \9S\ M~ ~ - \ H\ 3: \ 4 April 17, 1991 CITY COUNCIL OFFICES ClilllA VISTA, CA Leonard H. Moore Mayor pro Tempore City of Chula Vista 276 Fourth Avenue Chula Vista, CA . 91910 Wtlrr!>> C~ a.~A .t:~ ,'fl. ~ . . '\. ;:.... . . t . K:.. "'- ~ ".'~.. .' ~, ,. 1;... ~~~'t'f~..lA t;....-- ~~i~~ "';~f!~Q~ or. 1i '~r'.J - Dear Mayor Hoore: It is with great concern that this letter and accompanying petition, which has been signed by 100\ of the residents directly affected, comes to you regarding a major safety problem in the Point Robinhood neighborhood. In the immediate vicinity of the area highlighted on the enclosed map, there live approximately 50 children under the age of 13. These children, like any others, are very active and enjoy walking, running, and riding bicycles and skateboards to transit from one cul-de-sac to another. While there is only one ingress and egress point for traffic from this particular neighborhood, traffic has tended, over the past 2 years, to increase in speed along Point Barrow Drive and on the blind transition curve from West Point Drive to Point Barrow Drive. Unfortunately, immediately adjacent to the blind transition curve are two cul-de-sacs (Cavern Point Court and Point Hueneme Court) where an enormous amount of pedestrian cross-traffic occurs. On numerous occasions there have been extremely close calls where vehicles entering the area at a rate of speed in excess of 35 HPH have nearly struck children ~rossing the street between the two cul-de-sacs. Furthermore, vehicles exiting the area along Point Barrow Drive commonly travel at an excessive rate of speed and have come close to striking pedestrians crossing from one side of the street to the other. It is requested, therefore, that the City speed bumps highlighted with yellow paint locations as indicated on the enclosed map: (1) on the blind transition curve between West Point Drive and Point Barrow Drive and, immediately install at the following (2) on Point Barrow Drive between Cavern Point Court and San Pedro Point Court. If,t, '0 Mayor pro Tempore Hoore -2- April 17, 1991 It is Intended that (lj above limit the speed of the North/Westbound traffic only, but caution should be exercised in not making the speedbump too short, allowing vehicles to travel around it to the left. Item (2) above is intended to limit the speed of vehicles in both East and Westbound directions. The City of San Diego is currently installing speedbumps in residential areas (e.g_ Westbrook Avenue, San Diego, CA 92139) which limit the speed of traffic to a safe speed without requiring the vehicles to make a complete stop to cross them. Perhaps this type of application would be appropriate in our situation, as the goal is to limit the speed of traffic in the affected areas to approximately 10 MPH maximum. I hope action can be taken on this request immediately to preclude an accident from occurring which will most definitely result in substantial injury to' one or more of the area residents. Your attention to this is appreciated. ( Sincerely, ~~ 1547 Point Hueneme Court Chula Vista, CA 91911 Phone: 421-0210 Enclosures: 1) Area map 2) Petition ( 151";/ .. 1 . \ , r!:, i.' " .' .It .' ., * ;--... . ..", A':\' ~of.r!lf'.~ .~ . " ' .' ~\'. ff ...., .~:.. .11'<. - .7 . .... " .t ;. .'oj . 1\01,nNUOOV' yOIN"! . ( . . , .,. ..' . . ." '. ..: . .o.. . . \ /5-r . PETITION TO CONSTRUCT SPEED BUMP IN POINT ROBINHOOD THIS PETITION IS SUBMITTED IN ORDER TO PERSUADE THE CITY OF CHULA VISTA TO CONSTRUCT TWO SPEED BUMPS TO SLOW LOCAL TRAFFIC NEAR A BLIND TRANSITIONAL CURVE BETWEEN WEST P01NT AND PT BARROW IN POINT ROBINHOOD. N A M E ( '. 7~ :::~----~--- --~ -~-~-- ---------- 12.~~_ _~__. 13. /)P-'12__&~~________ 14. E.,/MJ.__CLf,p_fJE!.?____ 15 .11ff.L._C_~?-___ 16. ~:!Ai/.!2f<:-____-- 17. _~~_~____ 18. l1L.I--9-~-~'&LLJ----- 19. ~~~________ 20. ~/k~~~ - Y:J-I- 'iSgo /y' -- ---- -- , -"5;; .. .; - - - . ...._____ ..-..-A-.....-._ ~ I,' ( PETITION TO CONSTRUCT SPEED BUMP IN POINT ROBINHOOD THIS PETITION IS SUBMITTED IN ORDER TO PERSUADE THE CITY OF CHULA VISTA TO CONSTRUCT TWO SPEED BUMPS TO SLOW LOCAL TRAFFIC NEAR A BLIND TRANSITIONAL CURVE BETWEEN WEST POINT AND PT BARROW IN POINT ROBINHOOD. ADD RES S ( - . ", ~" . _\:. -- __ '7'.___ -. : ~ ?- . ( PETITION TO CONSTRUCT SPEED BUMP IN POINT ROBINHOOD THIS PETITION IS SUBMITTED IN ORDER TO PERSUADE THE CITY OF CHULA VISTA TO CONSTRUCT TWO SPEED BUMPS TO SLOW LOCAL TRAFFIC NEAR A BLIND TRANSITIONAL CURVE BETWEEN WEST POINT AND PT BAR.QOW IN POINT ROBINHOOD. - '0 __'~ 8. ~ 16. ----------------------- ----------------------------------- 17. ----------------------- ----------------------------------- ( 18. 19. ----------------------- ----------------------------------- ----------------------- ----------------------------------- 20. ----------------------- ----------------------------------- I~II .. ... II""""" ( ;,.. ~ .. l i I ~L . . . I .... ..-- , "\'L ( .."I,j la . ~ - '1l~ .:; "':'-I~~~ ~1f21\1~.r- I' ~ {, [..~ 1 ~ ..... I r ~ l1.l-/~ -!r :C tee:' ~:CI , ~~ . ,t- ..L 1,- l"'l II 'J - ~ ~'oJ ---' ITI.J ,.. " J_ I Ir ' .I fl'J""Ll ~ L" t ~ --"", ~ .t:>... 1 __, L ;- 1':.0. ~ h ~ JS:: ~)1]. -.J~ ~ - . 1:- ' I I I/J J L ., .....J ~}- '4 L ~ ~ L.tJ... 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CD. .. u Ii - ~ tP~ <00 ."" \. ~ . , '/'p~ .... -' cr o r- 1 < . ...I ~0It- ",II)Z tIl' e.. ~- .0 ~n. ~ < w a: 0 < cr cr 0 ::E .. ..... -' .- - .- W.o "'0 ct~ U II "l:... as . c: . c5 ... 0) ..... co. ell ...... CD ~ . t . > c ..: aa Q ~ .- en ~ ~ " c - . 0 . 0- 0 0 Q. 0 ~ ~ ~ 0 a. :s ~ I ~ t t-. <( - ~ ~ . ~ ..J ~ . .e - ~ J:l ~ a. ~ en a o 411 ~ Q ~ <( ~ ~ w ~ ,,- .a: ~ ~ <( ~ c:c ~ ~- ~ ~ ~ ~ ~ ~ ~ .~ ~ ... . -' .... - ~ .... I . ; ~ ~ ( ,,~~ ~~~ cd ~ ~~~ ~ ca ...... ~ ~~c::i (:J/ 0 ~ I ., /1 BALL-BANK FINDINGS POINT BARROW DRIVE and WEST POINT DRIVE CURVE # DIRECTION OF TRAVEL SPEED READINGS 1 NORTHBOUND 15 12,12,12 NORTHBOUND 20 15,16,18 NORTHBOUND 25 19,20,20 SOUTHBOUND 15 8,9,9 SOUTHBOUND 20 15,15,14 SOUTHBOUND 25 18,21,20 SAFE .CURVE SPEED- INDICATOR The safe driving speed . for any curve is quickly and accurately deter- mined with the Safe "Curve-Speed" Indica- tor mounted in the engineer's car. The scale reads zero when the car is level, and shows "tilt" up to 250 each side. The scale is red beyond 100 each way, to denote danger zones. Designed by Slope- Meter to the specifications of the Minnesota Highway Dept. Traffic Division.. Used nation-wide by highway and traffic engineers. ~.~~. ~ ._--=:-.= ~. Please note: The Ball-Bank Indicator is used to determine a comfortable speed for driving through a curve. The readings are based as follows: Speeds of 0-25 mph not to exceed 14. Speeds of 25-35 mph not to exceed 12. Speeds of 35-up mph not to exceed 10. The rational for this comes from the fact that a driver can maintain control of a vehicle against centrifugal force at lower speeds more than at higher speeds. Thus a lower reading is preferred at high speeds and a higher reading is more acceptable at lower speeds. (C:\DENNIS\PBDWPDBB.DOC) /f-/f Ul ~ ~ 0 ::t Z W W '> 0 ~I ~ - lL- (j) lL- " + <{ 0 ~ 10 CL.WN ..r (/) I') r->" ~ -t ~ ~ o::crLO :) 0 .... z 0 -t 50z 0 I ti) (() ti) ~ 01 ~r-O () ~ I') G: C'l I- I'~ ~Z(f) u... 0 0 <( ~ <( 1')0.. 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S c: ,~ ..... t- ~'JJ ~a-~~130. g~ t ~ ~ :.s ~ c'r:. ~ .. ..... "'dlolu, III ..c 0 '" 0 >"O~ ~ ~ .... Q.j c:..c ~ C VI ~ .. ..... t- 0'" J:. :;:30'~ ' ! ~.B'B ;"O.8.~6 ~ '" ~~::; 6'- c 1 ~~o'" ~O<ll" S ~'t~~ g ~~ ~ .2 8.s S S 13:.0 c: ill o:I..f1 >,c,L:. {<I'"' tioo$OU ..... % l c:a e:2 o .'!l .... ~ C.5 ~ .~ s ~ .s'g ... ~., ..0 013 ....13 'S j. Q.j; 0 ill :l;.E " -:5 t >,~ oe ~ ~. 0. ~ ca ,- " c: ",]s< g$ ~ ~'bb~,-l ~ :l .... :a 6f <Il e ~~ ~ ~'e~ .s..... '0;0 ~ 0. t >: 0 ill 'i::~ ' t: .... c: ill ... ell,J ~ .~.O ~ ~ '" . ~ s.o Q)'- '"0 "0;::: 0 ~ c. C <ll 0.'0 ... ci .;:: -:5 >- c: 0 ~ ~~~ ~'O~"% ; oe >- 8. 8'S ~ .c:-;a~:;:la~~ .!!l g \.0 <ll ......0 · :to .- a~:.8 ... ' Q ~ U III ~' ~ ~o~~ .... ~ ~ <ll" I: > t: ~ 0 "" o ~'"O~.....tJ .: Q); s:: >,'>:; ."..c. g ~ ~ :E~bOa3~ .~ .@ <ll~ Q 'ill"':.a~ III ~ Q).~ ~ ~ ~'~aS i :! 5-:5 ~~ ~,~,.,,,--~ SAFETY COMMISSION Thursday, July 11, 1991 7:02 p.m. Council Chambers Public Services Building 1. ROLL CALL: MEMBERS PRESENT: Chair Braden, Co-Chair Thomas, Commissioners Chidester, Koester, Matacia, Padilla, Pitts 2. APPRO V AL OF MINUTES: Motion by Koester to approve Safety Commission Minutes of May 9, 1991. Second by Thomas. MSC 5-0. (Padilla, Pitts abstaining) 3. SPECIAL ORDERS OF THE DAY: Mr. Militscher declined to attend the Safety Commission Meeting to receive his eight year service award. It was presented to him by Frank Rivera and Commissioner Bill Koester on Monday, July 8, 1991. 4. WRITIEN CORRESPONDENCE: a) Letter from Dr. and Mrs. A. Nagy dated 5/13/91 For commissioners information. 5. REPORT ON TRAFFIC CONCERNS ON POINT BARROW DRIVE Staff received a letter and petition from residents of Point Robinhood requesting help to resolve speeding problems with vehicles on Point Barrow Drive and West Point Drive. Point Barrow Drive is the street leading into seven cul-de-sacs which includes access to 53 homes. It is the only access point to the subdivision. Mr. Rivera indicated the traffic division conducted speed surveys in the area and found the average speed is approximately 26 MPH with the 85% speed at approximately 30 MPH. The 100' radius curve has a design speed of approximately 15 MPH. The area is a residential zone with an unposted 25 MPH speed limit. Staff felt the best recommendation for the area would be install a center line stripe and curve warning signs with an advisory 15 MPH speed limit sign. Currently, there is no center line on this street. The letter received from residents referred to speed bumps that are being utilized in the city of San Diego. The speed bumps were installed on Westbrook Avenue in Paradise Hills and Granada A venue in North Park. Commissioners were shown slides of the speed bumps on Westbrook. The traffic division conducted speed surveys on this stretch of road and found that speeds were in the 22 MPH range. It was discovered that cars tended to speed up in between bumps. Because of the curve at Point Barrow and West Point Drives, staff did not feel speed bumps would be a good alternative since you would not see the speed bump ahead. The reduced visibility indicated to staff that the striping and curve warning signs should be tried in order to help reduce speeds. Westbrook Avenue and Granada Avenue are situated such that they are used as shortcuts through the neighborhood. Point Barrow Drive is a cul-de-sac and is used only by residents. If there is a speeding problem, it is being caused by the residents. /~/1 SAFETY COMMISSION MEETING JULY 11, 1991 MINUTES Page 2 Staff also conducted a speed survey in the Point Barrow Drive area and most speeds were approximately 30 MPH. Over 90% of the vehicles were traveling at less than 30 MPH and thus, a significant speeding problem was not indicated. Staff recommendation is to install curve warning signs and center line stripe with reflectors. Bea Bley, 1550 Pt. Hueneme Courl, Chula Vista, CA 91911 Ms. Eley lives past the curve on Point Barrow Drive and sees near accidents everyday. Children are riding bicycles and dart on the street. Ms. Eley was the initiator of the petition received. She felt the teenagers who drive the area will not heed warning signs. In her opinion, teenagers do a majority of the speeding. Ms. Eley felt that the speed survey conducted was not accurate because drivers tend to slow down when they are being monitored. Ms. Eley asked if the police would be in the area to enforce the warning signs. Mr. Padilla asked staff if the 15 MPH sign is an advisory sign and, therefore, not enforceable. Mr. Rivera said that the yellow curve warning sign is an advisory sign and not enforceable. Ms. Braden asked why the City couldn't post a 15 MPH sign and thus make it enforceable. Mr. Chidester asked if a City ordinance would be required to change the speed limit to 15 MPH. Harold Rosenberg stated that the Vehicle Code allows for lower speeds (under 25 MPH) only under two conditions: a) If the street is less than 2~' in width, or b) in the vicinity of a school. Neither of these conditions applied to this situation. Mr. Matacia asked staff for reasons that speed bumps are used in the City now. Mr. Rivera indicated that we currently do not have any speed bumps in the City. The only speed bumps in the City are on private parking lots. Mr. Rivera indicated that speed bumps have not been used on City property because they cause more out of control accidents, noise increases as the vehicles go over the bumps, also they need to be placed in succession in order to get the desired reduced speed effect, and emergency vehicles have difficulty going over the bumps. Mr. Chidester asked if the rumble strips or reflective buttons might help the situation in conjunction with the speed limit signs. Mr. Rivera indicated that it may help but that this will increase the noise level in the area. Mr. Rivera stated that botts dots probably would not help because they become loose, can become wet and slippery, bicyclists and pedestrians have problems going over them. They are a high maintenance item. Ms. Braden asked what violations could the police enforce if advisory signs were posted and the striping added. Mr. Rivera said that violations could include travelling unsafe for conditions or crossing over the double center line strip. Mr. Matacia moved that the Commission follow staff's recommendation that the curve at Point Barrow Drive and West Point Drive be delineated with a centerline stri~with reflective pavement markers and that curve warning signs with a 15 MPH advisory speed plate be posted in advance of each end of the curve. Koester Second. MSUC 7-0. / ~ .2..0 COUNCIL AGENDA STATEMENT Item Meeting Date )& Auqust 20, 1991 ITEM TITLE: Report: survey on ci ty-wide use consultants and contractual services John Goss, City Manage~ Dawn Herring, Budget Manage~ of REVIEWED BY: SUBMITTED BY: (4/5ths Vote: Yes No-L) Council Referral No. 2381 At the July 23, 1991 City Council meeting, Council requested a report on the City's use of consultants and service contracts. This report represents a broad review of all existing contracts for services required city-wide, regardless of contract costs. In addition, several recommendations for further study are requested to be formally referred to the City Manager. Also attached is a memo responding to the request by Mr. Joseph Garcia regarding an alleged City contract with Steven A. Malcoun.(Attachment VIII) RECOMMENDATION: the referrals necessary. That Council: Accept the report, and approve recommended, and provide further direction as BOARD/COMMISSION RECOMMENDATION: N/A DISCUSSION: The City of Chula Vista has historically taken advantage of consultants and contractual services in order to provide a cost- effective supplement to existing City staff and obtain expertise not available within staff. The general philosophy has been that high citizen demand and heavy workloads on a periodic basis do not necessarily justify staffing up to that level permanently. It has proven to be more cost effective to look at the realistic, consistent level of workload in each department and to take advantage of outside sources when the workload or demand goes above those expected levels. When the decision is made to hire a consultant or contract for a specific service, that decision is closely reviewed by the department in question as well as city administration. If the contract amount is over $25,000, it is brought before Council for their approval. This is done on a case-by-case basis, and each contract is looked at individually. This report represents an alternative approach to reviewing this issue in that all consultants and contractual services contracts are being looked at on a city-wide and department-wide basis. J~- , Item /~ Meeting Date 8/20/91 This request by Council to provide a review of all consultants and contractual services contracts has generated a voluminous amount of data. In order to facilitate the Council's review of this issue, this agenda statement will provide a narrative overview of the data, citing examples of when the City has determined that city staff is more appropriate, in addition to examples of when we've determined that contracting for the service or hiring a consultant has been a better choice. This report is designed to provide detailed information regarding the City's use of consultants and contractual services. After Council has reviewed the report and the attached data, certain issues outlined in the report will be explored further as part of the City's normal budget process in order to ensure that the City is spending its money in the most cost effective way possible. Attachments Attached to this report you will find three summary listings. The first (Attachment I) is a list of city-wide consultants listing a total of 72 separate contracts which are currently in existence. The second summary (Attachment III) is city-wide contractual services which list 62 separate existing contracts and the third (Attachment V) is a listing of 29 CIP related consultants and contractual service contracts. Each of these summaries provides basic information on each contract including; the name of the consultant or company, the vendor number, what their particular expertise is, the reason they were hired, the department they predominantly work for, the date they were originally hired by the City, what kind of contract it is, whether it is ongoing, a one- time special project or an annual contract, what the consultant's general duties are and some funding information. Funding is divided in fiscal year 1992 by the amount anticipated from the General Fund, the amount which comes from Redevelopment and an "other" category. Also listed is the actual amount paid to this consultant during the last fiscal year. The final entry on the summary is a miscellaneous category which is used to clarify the funding if an amount is listed in the "other" category or to tie this particular contract to a specific project. The second piece of data that is being included in this package are the actual consultant and contractual surveys which were completed by each department on each existing contract (Attachments II, IV, VI) . These surveys represent a more detailed look at why an individual or company was hired by the City, especially in relation to why we hired them versus hiring City staff to complete the project. When each department submitted this survey, they also submitted a copy of the Council agenda statement and the contract related to the consultant or company as well as any additional 2 Ib,2. Item lit, Meeting Date 8/20/91 pertinent information. Those attachments to the survey have not been included in the Council packages since the volumes of information would not be logistically feasible to provide to each Councilmember. However, copies of all of this information are available at the Council offices. Past Conversions to Contract or City Staff Consultant and contractual service contracts are reviewed at many different levels within the City. The first review is typically done wi thin the department requesting use of a consultant or contractual service. That department is responsible for preparing an analysis determining which type of service is going to be more cost effective and forwarding a proposal to Administration with their request. Typically these requests are done wi thin the annual budget review process. During this budget review, a member of budget staff completes a thorough review of the department's request and analysis, provides their own review and analysis and forwards the information to the City Manager. The Manager then, looking at city-wide concerns and priorities, recommends to the Council those changes in service level which he believes will most benefi t the City. Contracts which are over $25,000 must be brought before Council for approval. In this case, the agenda statement will review the decision to enter into a contract and highlight the pros and cons. Over the last four budget cycles, the Manager has transferred some formerly contracted services to in-house staff. Some examples of these include: 1. FY' 89 Sewer System Videoing: A 3-person crew was recommended and approved to assist in the maintenance of the City's growing sewer system. This crew is capable of video taping City sewer lines in contrast to past practice of contracting for this service. The two prior fiscal years the City paid $75,000 for this service to a contractor. The cost of the equipment was $134,780 and the crew was approximately $90,000. This crew is also responsible for drainage channel cleaning so staff costs for this purpose were approximately $45,000. Comparing the annual contract cost to the cost of the crew this crew paid for itself within 2.4 years. However, sewer main breaks provide a good example where staff believes the benefit is significantly higher. Dealing efficiently with sewer main breaks can create tremendous benefit both financially to the City and lessen potential negative health impacts on citizens. A recent problem discovered in the neighborhood of 4th and "H" highlights the efficiency this crew has brought to the City. The TV crew was able to quickly determine that there were actually two sewer main breaks and pinpoint the exact location of each in order to dig up only that portion of the street that was necessary. In the past, when the crew was unable to 3 tl, .,3 Item It:, Meeting Date 8/20/91 use this service they would dig up large portions of street in hopes of finding the main break. This was disruptive to traffic as well as created excess work for the crews digging the holes, repairing the breaks and filling them back in. 2. FY '89 Chip Seal: The efficiency of the Chip Seal operation was increased dramatically with the addition of a new piece of equipment, a self-propelled chip spreader ($68,799). With this equipment, the need for outside contractual assistance in the annual chip sealing process has been eliminated. The annual miles of streets chip sealed has increased by 65% since this chip spreader was obtained while the cost for this program has remained fairly constant. 3. FY '90 Building Projects Supervisor: The position of Buildings Projects Supervisor was created and approved to add a higher level of internal quality control and cost containment on CIP projects. Previously, a subcontractor was hired as a "Clerk of the Works" at a cost of 3-7% of the construction cost. There are significant long-term savings expected from the addition of this position. This will give us an in-house capability to review architect renderings of a project and follow the progress through to the final project completion to maintain that the project's standards are neither inadequate nor excessive. 4. FY' 90 Plan Checking: A Plans Examiner was added in the Building and Housing Department to reduce the use of contractual plan review services provided from Esgil Corporation and Willdan. During FY 88-89 the City spent $206,081 on plan check consulting fees. During FY89-90 $203,566 was spent and then during FY90-91 when this new position was hired the annual cost of plan checks sent to consultants dropped to $38,829. The annual permits during this time period dropped about 14% which compared to the 80% drop in consultant costs still represents a significant savings. 5. FY '92 Data Processing: The status of the Data Processing Manager was changed from contractual to City staff. The cost of this contract had grown to an amount where it was determined to be more cost effective to hire an in-house person. First year cost savings are approximately $800, however the long term benefits are seen as more significant than the cost savings. In a similar vein, while having minimal dollar impact, the City changed the contract for the Town Gardener to an in-house position in order to provide better control over the service being provided. 4 /1, ,,~ Item lit, Meeting Date 8/20/91 Summary Hiqhliqhts Consultant Summary The attachments include three summaries: 1) Consultants; 2) Contractual Service; and 3) CIP Projects, which includes both consultant and contractual services related to CIP. On Attachment 1 (Consultant Summary), you will find a list of 72 total contracts for consultants although some of these are separate contracts going to the same consultant or company. A total amount being paid for these consultants during FY 92 is estimated to be $2,591,348 which includes the General Fund, Redevelopment Agency and Other funds. This other fund category includes such sources as Developer Impact Fees (DIF), developer deposits, grants and open space and assessment districts fees. The General Fund total of $352,465 represents only 13.6% of the total. If you discount legal services of $301,000, the figure of $51,465 represents less than 2% of the total. The following is a narrative review of the data on the Consultant Summary, for more detailed information review Attachment I, then Attachment II which is the actual survey form. Additional information is available on request. Attornev Of the $352,465 which is paid for from the General Fund for consultants, the bulk of it goes to the attorney's office ($301,000). A contract for Attorney service is for predominately three (3) reasons. First, services required are fairly specialized and must be completed in a very timely manner, such as the Jones Cable litigation being conducted by Silldorf, Burdman, Duigan & Eisenberg ($80,000). Second, the services required are extremely specialized such as the SDG&E plant expansion litigation by Shute & Mihaly ($48,000 General Fund/$48,000 RDA) and Bond Counsel Services required by Engineering ($263,000 Bonds Sale proceeds). Daly & Heft have been used for non-police tort litigation cases, superior court and some eminent domain litigation which is contracted primarily due to workload. The Attorney's office workload is at such a level that demands for service cannot be met with existing staff. (See Attachment VI) It is recommended that the Attorney, with the assistance of Budget staff, complete a cost benefit study on the feasibility of increasing the Attorneys staff. Buildinq and Housinq As noted above in the section on past conversions from contracts to city staff, the Building and Housing Department has reduced its use of contracts significantly. Although $50,000 is listed as 5 ;" ~5 Item Ii:, Meeting Date 8/20/91 anticipated to be paid for out of the deposit accounts, the actual amount will vary depending on need. The contractual plan checking is used predominately for cases requiring higher structural complexity. An example is the Rohr project. This building uses a unique structural application known as moment space frame, which is actually a "soft' story. Because of the uniqueness of this building it is more cost effective to hire a consultant that specializes in this type of structure. The department uses Willdan especially when soils analysis is required, since they have expertise in this area which staff does not have. Community Development Within Community Development, planning expertise is required at a different level than what is typically done in the Planning Department. An example is the use of Cinti & Associates, who were hired to develop a conceptual plan, including design standards for the Auto Park. In addition, the Bayfront project presents some urban design issues where design and environmental sensitivity are major issues. Cinti has a great deal of expertise in this area, an expertise currently not available within city staff. The use of Attorneys, such as Remy & Thomas, are required because they are specialist in CEQA legislation compliance. Sheppard, Mullin, Richter & Hampton prepare redevelopment contracts and agreements which could feasibly be done by the City Attorney, however, due to high workload in the Attorney's office this work cannot be accomplished in the time frame required. Torstan Environmental Sciences is used due to their specialized expertise in the analysis of environmental testing. The City is required to investigate and mediate environmental problems on any property that is being acquired or which the City is participating in the purchase. Examples when these services have been required recently are the Otay Valley Road project, Auto Park and the Bayfront. Enoineerino The Engineering Department requires the use consultants to supplement staff for expertise workload and projects which must be completed timeframe. of a variety of and due to heavy within a specific One consultant, William Harshman is used predominately for Sewer Planning. Mr. Harshman is a retired senior engineer for the City, with extensive knowledge of our sewer program and the metro sewer program. His specialized knowledge is needed to assist in the 6 lit;,. ~ Item /b Meeting Date 8/20/91 sewer program on a limited basis and he could not be hired as a part time employee without jeopardizing his retirement. The firm of Kadie-Jensen is used as a Financial Consultant for the issuance of bonds. Bond issuance requires very specialized financial skills and the need is cyclical. Financial Consultant opinions are also independent evaluations used in the sale of bonds by potential bond purchasers and, therefore, it would be inappropriate to hire in-house staff. Municipal Finance Administration provides project management services for Assessment Districts. This service is less specialized, but it still requires special knowledge that only a few people dealing extensively with assessment districts have obtained. Also, the need for this function is very cyclical depending upon the use of assessment districts and bond financing. In addition to Community Development, Engineering also uses the firm of Torstan for very specialized environmental assessments. A one time project requiring this specific knowledge is the Paint Pit Removal. This project has required ground and groundwater contamination testing and liaison with the State at a projected cost this year of $211,519, and $193,368 last fiscal year. Assessment Engineering, a specialty of Willdan, is a required part of the assessment district and bond financing program. The level of work effort required in this area is very concentrated during different time periods. It would require the addition of several in-house staff with training in assessment engineering to carry out the peak cyclical work load. Finance Wi thin the Finance Department you will notice $30,700 from the General Fund to pay for the City's annual audit of its financial and accounting records. This audit must legally be completed by an outside, independent auditor and therefore no in-house staff could be hired to perform this function. Personnel In the Personnel Department, $1,700 is spent on a firm which specializes in employment law. Representatives of this firm have provided employee relations training programs and other specialized group training workshops for City staff to better prepare them to administer discipline in a legally defensible manner. Planninq The Planning Department uses consultants to generally supplement staff in areas requiring specialized expertise, or when time frames 7 J~ .. 7 Item /~ Meeting Date 8/20/91 are required for project completion which cannot be met with the existing level of staff. During the review of the FY 1991-92 budget, consideration was given to a request by the Planning Department to add an Associate Planner in the Advanced Planning Division to assist in working on major projects assigned to that division. During budget review it was determined that prior to adding any additional positions the department should prioritized its projects and present that list to the Manager and Council so that the Department's resources can be utilized to meet the most important planning needs. Planning is preparing a report for Council which will be presented in early September and include many alternatives to the approach to staffing and use of consultants. During FY 1990-91 Council had authorized an additional Senior Planner position in the Current Planning Division. Part of the rationale for adding this position was to reduce the need for use of consultants on review of large scale projects. This position has been filled and this Planner has been assigned to one large scale project (Baldwin-Telegraph Canyon Project). However there have been several other projects filed since this position was filled which necessitated the use of consultants. At the initiation of each new project, Planning staff reviews the availability of in-house staff to conduct the plan review. Any recommendation for use of consultants is forwarded to the City Manager and the City Council in conjunction with the approval of the consultant's contract. There are three contracts with planner Bud Gray. Mr. Gray, a former acting planning director with the City brings specific expertise in city operations and development projects. Two of the contracts are for specific projects, San Miguel Ranch and Eastlake. The Eastlake project involves two separate SPA Plan amendments, one involving a Kaiser medical center complex in the Village Center, and the other involving a 152 dwelling unit density increase in the Eastlake Greens project. Both of these projects are paid for from developer deposit accounts. The third contract provides for the backfill of one Senior Planner currently assigned to the Otay Ranch project. The Otay Ranch project was originally to have been only for one year, but has since been extended for an additional two years. The planning department originally tried to underfill this position with a lower level contract planner, however, this proved unsuccessful. The General Plan Amendment and General Development Plan for the Otay Ranch Project will be acted on by Planning Commission and City Council during FY 1991-92. Following adoption of those Plans, Staff will be able to evaluate long term staffing needs for further implementation of the Otay Ranch project. 8 /~ ~p Item Ib Meeting Date 8/20/91 An expertise not currently on staff is a licensed architect. A recent study determined that there is currently not sufficient workload to justify hiring a full-time architect. Douglas Childs has been used to assist in developing the design review manual which will provide assistance to both city applicants and staff. Another one-time project within Planning requlrlng specific expertise is the sign abatement program, including the notification and consultation on the City's sign requirements. When the specific project is completed, the on-going work will be transferred to the Current Planning section, and no additional consultant assistance will be required. Lettieri-McIntyre & Associates have been used to provide analysis and reports required for Rancho Del Rey project review. All costs a funded from developer deposits. The Ci ty has now completed approval of SPA Plans and tentative maps for the entire Rancho Del Rey Specific Plan Area. It is the Department's intent to deal with any future implementation of the Rancho Del Rey Plan with in-house staff. An environmental planner has been hired to backfill the half-time position assigned to the Otay Ranch project. As noted above this project has exceed the time frame originally estimated. An additional environmental planner has been contracted to assist in alleviating the current backlog of environmental impact reports (EIR). An additional Associate Planner will be hired during the current fiscal year which should alleviate this backlog of EIR's and reduce the need for contractual planners. RBF has worked on the Salt Creek Ranch Project, which should finalized this year. Willdan, funded through the DIF has prepared the City's Growth Management Plan. The $2,258 remaining in this contract will provide for the printing of the final report. Public Works/ Operations The Operations Division is responsible for providing building inspection and testing of construction materials of City projects. The Redevelopment Agency will fund $10,000 required for testing of materials related to the Youth Center Project. Contractual Services The contractual services summary (Attachment 3) includes 62 separate consultant service contracts, although some of these are separate contracts going to the same contractor. The FY '92 costs for these contracts is $4,302,729. Of this total amount, $230,036 is funded from the General Fund while $146,670 is from the 9 )~ ' '1 Item I~ Meeting Date 8/20/91 Redevelopment Agency, and the remaining $3,926,023 comes from other/special/restricted funds. In this case, other funds include Transportation Development Act Funds which provide all funding for the Transit Operations Program, Gas Tax Funds which provide support for chip sealing, street sweeping and tree trimming city-wide, Sewer Service Funds and funding from developer fees as well as fees for services and revenue from the open space districts. Community Development The CHIP program in Community Development has been operated by a contractual employee, Anthony Ciotti. This individual is approaching retirement and will likely be replaced by an in-house employee beginning in FY 1992-93. Property Management is an area that has been contracted successfully. The cost is minimal in terms of the staff time which would be required to manage City properties such as the EI Dorado building. In many cases the City does not hold on to this kind of property for any length of time and it would not be cost effective to hire and train staff to manage property. Enqineerinq The Engineering Department is responsible for testing of materials and inspection of CIP and subdivision projects. BSI is used predominately on inspection of subdivision projects (paid by the developer) while City staff works on all CIP projects and subdivisions. One contract inspector was kept busy full time this last fiscal year and the department is looking into the possibility of requesting additional staff in the FY 1992-93 budget. The United States Testing contract provides for materials testing on all projects (subdivision and CIP) which must be completed by specially trained indi vidual in a laboratory. The City has neither the trained individuals or the laboratory at this time. Although this should be reevaluated as the city grows. Librarv The City contracts with a private security guard service to provide security, crowd control and noise control within the Library six days per week from October through June. Because of the unusual hours and only partial year requirement for security services, it has not proven cost effective to hire City employees to provide this service. The Library also contracts for interior plant care and landscaping to plant the annuals in the Library fountain. These are two areas which, as a result of this study, have been forwarded to the Parks 10 Ib"lt) Item If:, Meeting Date 8/20/91 & Recreation Department to determine if they may be able to take over these services at a more reasonable cost. Manaqement Services The Management Services Department coordinates the process of televising City Council Meetings. The $34,000 annual funding for this program is split 50/50 between the General Fund (in the Non- Departmental budget) and the Redevelopment Agency. In order for City staff to accomplish this task, a large capital investment would be required to obtain the appropriate equipment and train staff in its operation. Since this service is used only on a limited basis, it is not viewed as feasible to move in that direction at this time. The Chula Vista Chamber of Commerce provides general information services to the general public by responding to walk-in, telephone and mail inquiries about a wide range of city topics. The Chamber provides information on visitor attractions, lodging facilities, clubs and organizations, restaurants, recreation sites and demographics. Several thousand inquiries are responded to each quarter. The Chamber can perform this service at less cost than if the City were to hire staff. The annual cost is split 50/50 between the General Fund (in the Non-Departmental budget) and the Redevelopment Agency. The City's telephone system is supported through a contract to NEC Communications who will repair and replace telephone equipment, wire in new phones and provide some software assistance for the programming of the phone system. This contract is listed specifically because staff has determined that there may be pieces of this contract which staff may be able to perform. During the FY 1992-93 budget review process, this issue will be looked at more closely. The Public Information Section of Management Services uses a variety of contractors to assist in very specialized work products. For example, a photographer is used periodically for pictures for the "Quarterly", brochures and special events. Also contracted are typesetting and graphic design work to support various City publications as well as technical assistance in video production. Since these needs are infrequent, and it would require a large capital investment for the equipment to provide these services in house, it is not recommended at this time. The City operates with a Unisys Mainframe Computer. The annual computer maintenance contract is more effectively provided by Unisys at a rate much less then hiring a City employee and training 11 ~~ ~ I ( Item 1'-' Meeting Date 8/20/91 them in this specialty. In addition, the life span of these large computers is approximately five years. When this one is replaced, it is likely it could be replaced by a different brand of computer or even by a combination of more powerful microcomputers. In lieu of an uncertain future this is an area which continues to be more efficiently contracted out. Nature Interpretive Center The Nature Interpretive Center contracts for maintenance, repair and disease management for their aquariums. This annual contract is $7,000 which is reasonable especially since the aquariums do not currently require full time care. The Nature Interpretive Center prints promotional materials that are computer generated and require specialized printing capabilities. The City does not currently have the ability to use this computer-generated layout nor can they print at the resolution required. If the City were to attempt to be able to accomplish this kind of printing, the cost of the printer alone is more than $100,000 and the volume of work needed does not justify that purchase. The Nature Center also contracts for their landscaping maintenance and irrigation system repair. This issue has been forwarded to the Parks & Recreation Department to review the needs of the Nature Interpretive Center and to determine if this contract can be converted to City staff. Parks and Recreation The Parks & Recreation Department is a prime example where services are continually evaluated in terms of whether contracts or City staff are most cost effective. Examples include the contract with a pest control company in order to control gophers within the park system. Gopher control is very labor intensive and staff formerly trapped gophers, in fact they found 150 in one day at one park! Since switchinq to a chemical application, a specialized license is required. City staff does not currently have that license, however, a parks employee is receiving training to obtain this license so that this can be done in house in the future. The golf course contract is listed in this category, although there are no funds expended by the City for this contract. This is a si tuation where the City actually generates revenue from this contract. For this fiscal year it is estimated that $330,000 will be generated by the operators of the golf course. Personnel 12 1~,/2 Item Ita Meeting Date 8/20/91 The Personnel Department has very minimal use of contracts. In two out of three cases the funds are provided from the Insurance Fund to support the Employee Assistance Program as well as the Hearing Conservation Program. Personnel Department keeps track of all applicants for City positions through a SIGMA applicant tracking system. Technical support of this system must be provided by SIGMA due to copyright status maintained by the company. Police The Police Department has contracted since 1985 with South Bay Communi ty Services to provide counseling services for juvenile offenders. Prior to this time, the City provided their own counselors, but determined that it was much more cost effective to contract for the services because the quality of supervision was much improved. Subsequently, added to this contract has been additional funds to provide outreach counseling for run away and homeless youths within the City as well as a full time graffiti coordinator to coordinate the phase of the City's graffiti program which uses youths from the court system required to complete community service hours to paint over graffiti on both public and private property. Public Works Transit Within the Public Works's Transit Division, the largest service which is contracted is the operation of the City's transit service. This contract totals $2,240,908 for FY 1992. The contracting for transit operations is recommended specifically because it is much more cost effective to contract for this service. The contractor is responsible for all operational aspects of the system including the hiring of personnel, training, dispatching, road supervision, vehicle maintenance and fare revenue collection and accounting. This contract was originally entered into with ATC Management Corporation in 1988 for three years and has been recommended to be extended for an additional two years to expire on June 30, 1993. The total cost of this contract is based on a per mile figure for FY '91/92. It will be $1.79 per mile and in FY '92/93 that will increase to $1.91 per mile. Another City service which has become more effective to contract is street sweeping. Because the City has no street sweepers, we would not be able to accomplish this task without a large capital expenditure. The contract provides for the sweeping of all City streets and City parking lots as well as an additional contract which is used during the annual chip seal program. The cost of this contract can change at any time at the request of the City since it is based on the frequency of street sweeping. Currently 13 Ib' 1.3 /b Item Meeting Date 8/20/91 the City sweeps residential streets every two weeks, and commercial/industrial two to three times per week. However, should the City decide at any time that we need to save additional funds, this contract can be switched to any other frequency with no impact on City staff. Public Works Operations Tree trimming is also another good example of providing a service in the most cost effective manner. In determining to contract for this service, the City has looked at all types of tree trimming that is accomplished by the City. It has been determined that it is more cost effective to use the City trimming crew to handle unique situations such as that where a tree root has grown to a level that it has broken the sidewalk. Our tree crews will go into a situation, work with the street crews to tear up the sidewalk, remove the tree, replace the sidewalk and the tree crew will then plant another tree. An area that has been determined to be more cost effective to contract is the trimming of all street trees. A contractor can come in to an area and trim by block in a much more cost effective manner than City crews. One reason is that city crews can be called off on other emergency types of operations. Qualitv of Work Life Proqram The Quality of Work Life (QWL) program is operating with a Federal Grant to expand the program into two new departments, Police and Public Works, and to implement an additional city-wide committee to address an issue such as development of a facilitator pool. Since the grant is for only one year, it is much more cost effective to contract for the services to meet the goals of the grant. Capital Improvement Program Consultants/Contractual Services Attachment 5 lists all consultant and contractual services related to the CIP program. This summary is listed by department with the consultants listed first by department followed by the contractual services. Wi thin the CIP process the City rarely uses General Fund support. Each CIP project requires a variety of expertise in accomplishing the entire project from beginning to end. The archi tectural planning up front, the property acquisition and design of engineering projects and roadways require extensive use of very specialized services which are typically not available within City staff. You will note in this year's CIP there is no use of General Fund support. All projects have been funded from alternative funds such as the Developer Impact Fees, gas tax, state 14 1~,lf Item Ib Meeting Date 8/20/91 grants, Transportation Development Act, residential construction tax and Community Development Block Grants. FUTURE ACTION As part of the City's ongoing budget review and analysis additional study will be undertaken during 1991-92 to determine if there are ways to improve city operations. 1. Attorney/Legal Staffing Review city-wide contracts for legal services and complete cost benefit study to determine the optimum level of city staff to contractual assistance. Assigned to: City Attorney/Budget Staff Results: To be included in FY 1993 Budget Analysis 2. Engineering Assessment District Project Management Review use of consultants for project management assessment districts. Determine feasibility of training house staff in this area Assigned to: Engineering/Budget Staff Results: To be included in FY 1993 Budget Analysis for in- 3. Planning Use of Contractual PlaImers Review use of Planning Department work which is contracted and determine the optimum level of city staff to contractual assistance. Assigned to: Planning/Budget Staff Results: To be included in FY 1993 Budget Analysis 4. Library Plant Care and Annual Plantings in Fountain Refer to Parks and Recreation to determine is these tasks can be accomplished by Parks staff. Assigned to: Parks and Recreation/Library Results: If feasible implement as soon as possible 5. Information Systems Phone System Maintenance Contract Review of the existing maintenance contract to determine whether selected areas may be assumed by city staff. Assigned to: Information Systems/Building and Housing Results: If feasible implement as soon as possible 6. Nature Interpretive Center Landscape Maintenance Refer to Parks and Recreation to determine is these tasks can be accomplished by Parks staff. Assigned to: Parks and Recreation/NIC Results: If feasible implement as soon as possible FISCAL IMPACT: None with this action. 15 1&'../,[ Attachment VI COMMUNITY DEVELOPMENT CONSULTANT - CIP .. CONSULTANTS/CONTRACTUAL SERVICES SURVEY Professional Consultant X Contractual Service Consultant Name: Company Name: Address: Leedshill-Herkenhoff, Inc. Leedshill- Herkenhoff, Inc. 10225 Barnes Canyon Road, Suite A-210, San Diego, CA 92121 Vendor Number: Area of Expertise: 66920 Design of engineering projects (i.e., roadways) City Staff with same or similar expertise: Engineering Department Design staff Why hire consultant rather than using existing staff or hiring staff with appropriate expertise 1 There was not adequate staff time available to commit the required work effort and also complete other duties. Department(s) work for: Duties: Community Development Design of the Otay Valley Road widening project including preparation of environmental compliance documents and permit processing Work Type (ongoing, one time...): One time Date Originally Hired: March 15, 1988 Contract term (renewal dates): Contract terminates when design work is complete Time remaining on Contract: It is anticipated that design work will be completed January 1992 Hourly rate or payment schedule: Not to exceed contract Amount Paid FY 1990-91: $33,828.41 Amount anticipated for FY 1991 -92: Balance of contract FY 1991-92 budget for Consultant: Funds are in a C.I.P. project FY 1992-93 and beyond expectations for use: None anticipated Funding Source for Contract: General Fund Amount: Redevelopment Amount: Other: FY 1991 FY 1992 o $152,551.86 o $118,723.45 Attach pertinent information Contract Agenda Statement when Hired Consultant IC:\WP6 1\AGENCYU.EEDSHILL.TXT] CONSULTANTS/CONTRACTUAL SERVICES SURVEY Professional Consultant X Contractual Service Consultant Name: Company Name: Address: Rick Ryals Ryals & Associates, Inc. [Real Property Consultants] 2103 EI Camino Real, Suite 201, Oceanside, CA 92054 Vendor Number: Area of Expertise: 92201 Property Acquisition City Staff with same or similar expertise: Community Development ' Why hire consultant rather than using existing staff or hiring staff with appropriate expertise? This area of expertise is not covered by staff. Department(s) work for: Community Development Duties: Right of way acquisition services for the Otay Valley Road widening project Work Type (ongoing, one time...): One time Date Originally Hired: November 27, 1990 Contract term (renewal dates): Until acquisition services are completed Time remaining on Contract: Estimated time frame for completion: January 1992 Hourly rate or payment schedule: Principal @ $65/hour; Associate @ $54/hour Amount Paid FY 1990-91: $8,682 Amount anticipated for FY 1991-92: $5,818 (which is balance of $14,500 authorization) FY 1991-92 budget for Consultant: Funds carried forward FY 1992-93 and beyond expectations for use: None FY 1991 FY 1992 Funding Source for Contract: General Fund Amount: Redevelopment Amount: Other: N/A o $8,682 o $5,818 Attach pertinent Information Contract Agenda Statement when Hired Consultant [C:\WP51 \AGENCY\RY ALS-1 .TXT] CONSULTANTS/CONTRACTUAL SERVICES SURVEY Professional Consultant X Contractual Service Consultant Name: Company Name: Address: Wheeler-Wimer-Blackman and Associates Wheeler-Wimer-Blackman and Associates 8989 Rio San Diego Drive, Suite 250, San Diego, CA 92108 Vendor Number: Area of Expertise: 80080 Architecture City Staff with same or similar expertise: None Why hire consultant rather than using existing staff or hiring staff with appropriate expertise? A licensed architect would be very expensive to keep as full time City staff and could not work on multiple projects without Associate Architects Department(s) work for: Community Development Duties: Design of Youth Community Center. [Engineering Department is responsible for construction portion of this project.] Work Type (ongoing, one time...): One time Date Originally Hired: September 13, 1988 Contract term (renewal dates): To completion of project Time remaining on Contract: Open [to completion of project] Hourly rate or payment schedule: Not less than $95,000 [or 9.5% of actual construction cost as defined in Section N.B/C of contract] Amount Paid FY 1990-91: $25,211.22 [$2,134.96 returned to fund balance] Amount anticipated for FY 1991-92: -0- FY 1991-92 budget for Consultant: -0- FY 1992-93 and beyond expectations for use: None Funding Source for Contract: General Fund Amount: Redevelopment Amount: [Funds carried forward in CIP] Other: FY 1991 FY 1992 o $27,346.18 o o Attach pertinent Information Contract . Agenda Statement when Hired Consultant lC:\WP51\AGENCY\WHEELER.TX11 - ENGINEERING CONSULTANT - CIP CONSULTANT AND CONTRACTUAL SERVICES SURVEY Profession" Consultant X Contractual Service , ^ ;::' ~r' Consultent Name: Company Name: Addre..: Barrett Consulting Group Barrett Consulting Group 9675 Business Park A venue Vendor Number: 85326 Project: Fifth Avenue, L to Naples Area of Expertise: CivillEnvironmental engineering, land surveying, and city planning City Staff with same or simlar expertise: One senior civil engineer, two associate civil engineers, and four assistant civil engineers, two teChnicians, three person survey party Why hire conaultent rather 1han using existing staff of hiring staff with appropriate expertise: The meet project schedules and expedite construction of improvements. Staff resources not available to meet demands of design workload and meet schedules. Department(s) work for: Public WorkslEngineering Duties: Design of improvement plans for Fifth Avenue from -L- Street to Naples Street. Conduct geotechnical investigation and hydrologic studies. Set survey well monuments and during construction provide engineering support services (staking and plan interpretation). Work type: (ongoing, one time) One time Date originally hired: August 8, 1989 Contract term (renewal dates): NIA Time remaining on contract: Until completion of project, approximately September 1991 . Hourly rate or payment schedule: Not to exceed $107,420 Amount paid FY 1990/91: $33,650.11 Amount anticipated for FY 1991/92: $21,969.89 FY 1991/92 budget for consultant: $21,969.89 FY 1992/93 and beyond expectations for use: FY 90/91 FY 91/92 Funding source for contract: General Fund Amount: Redevelopment Amount: Other: Gas Tax revenues 250.2501.ST420B Gas Tax revenues 250.2501.ST409 Gas Tax revenues 250.2501.ST420A Attach pertinent information Contract Agenda statement when hired consultant $33,650.11 $21,969.89 KG:SB:CONSUL T/COUNCIU25 .1"-'", ff . CONSULTANT AND CONTRACTUAL SERVICES SURVEY Profellional Conlultant X Contractual Service _ Conlultant Name: Company Name: Address: Bin Darnell Basmauyan-Darnell, Inc. 964 Fifth Avenue, Suite 200 San Diego, CA 92101 Vendor Number: Project: Prepare study report and signal plans for 1-5/Palomar and 1-805/0tay Valley Road \ Area of Expertise: Signal design and project studies City Staff with lame or Iimlar expertise: Ves Why hire consultant rather than using existing staff of hiring staff with appropriate expertise: The work requires a large amount of concentrated staff time over a short period of time. After this project is completed, the work load can be handled by existing staff. Department(s) work for: Public Works/Engineering Duties: Work type: (ongoing, one time) One time Date originally hired: October 2, 1990 Contract term (renewal dates): renew by April 30, 1991 Time remaining on contract: None (need to be extended) Hourly rate or payment Ichedule: Not to exceed $29,048 Amount paid FY 1990/91: $6,387.18 Amount anticipated for FY 1991/92: $22,660 FY 1991/92 budget for consultant: $22,660 carried over from last fiscal year FY 1992/93 and beyond expectations for use: No FY 90/91 FY 91/92 Funding lource for contract: General Fund Amount: Redevelopment Amount: Other: Traffic Signal $6,387 $22,660 Attach pertinent information Contract Agenda statement when hired consultant ZAO:SB:CONSUL T ICOUNCIU43 -' ~.......... r.... ,...,,:...., ..'.... ~."""-,~ - , if CONSULTANT AND CONTRACTUAL SERVICES SURVEY Professional Consultant X Contractual Service Consultant Name: Company Name: Address: William R. Dotson 2826 Eric Street San Diego, CA 92117 Vendor Number: 83156 Project: Transponation Consultant Management for 1-805 and East -H- Street interchange improvements Area of Expertise: Interchange Improvement Processing City Staff with .ame or similar expertise: None Why hire consultant rather 'than using existing staff of hiring staff with appropriate expertise: Project requires a thorough understanding of Caltrans policies and procedures to obtain design approval. After this project is completed, the work load can be handled by existing staff. Departmentls) work for: Public Works/Engineering . Duties: Work type: (ongoing. one time) One time Date originally hired: July 18, 1989 Contract term (renewal dates): Until completion of the study repon Time remaining on contract: Hourly rate or payment schedule: $65/hr Amount paid FV 1990/91: $875 Amount anticipated forFY 1991/92: $7,517.60 FV 1991/92 budget for consultant: $7,517.50 carried over from last fiscal year FV 1992193 and beyond expectationS for use: FV 90/91 FV 91/92. Funding .ource for contract: General Fund Amount: Redevelopment Amount: Other: Transportation DIF $875 $7,517 Attach pertinent information Contract Agenda statement when hired consultant ZAO:SB:CONSUL T/COUNClU48 ~ CONSULTANT AND CONTRACTUAL SERVICES SURVEY Professional Consultant .:t::- Contractual Service _ Consultant Name: Company Name: Address: William R. Dotson 2826 Erie Street San Diego, CA 92117 Vendor Number: 83156 Project: Management Services for Freeway Interchange Design Area of Expertise: Transportation planning for interchanges City Staff with same or simlar expertise: Traffic staff has limited experience with Caltrans Project Study reports, policies, and procedures. . Why hire consultant rather than using existing staff of hiring staff with appropriate expertise: Bill Dotson was the Caltrans District Director for more than 30 years. When his coordination and management services are completed, the work load can be handled by existing staff. Department(s) work for: Public Works/Engineering Duties: Work type: (ongoing, one time) Ongoing Date originally hired: August 8, 1989 Contract term (renewal dates): Renewed January 22, 1991 nrne remaining on contract: 5 months (December 1991) Hourly rate or payment schedule: $80/hr Amount paid FY 1990/91: $775 Amount anticipated for FY 1991/92: $5,420 FY 1991/92 budget for consultant: $5,420 carried over from last fiscal year FY 1992193 and beyond expectations for use: No FY 90/91 FY 91/92 Funding source for contract: General Fund Amount: Redevelopment Amount: Other: Gas Tax 250-2501- TF142 $775 $5,420 Attach pertinent information Contract Agenda statement when hired consultant ZAO:SB:CONSUL T/COUNCIU42 .......... ..~ .~~~. CONSULTANT AND CONTRACTUAL SERVICES SURVEY Professional Consultant X Contractual Service _ Consultant Name: Company Name: Address: Fraser Engineering, Inc. Fraser Engineering, Inc. 2191 EI Camino Real Oceanside, CA 92054 Vendor Number: 88561 Project: Main Street, 1-5 to Industrial Area of Expertise: Civil Engineering design, surveying, and planning. City Staff with same or simBar expertise: One Senior Civil Engineer, two Associate Engineers, four Assistant Civil engineers, two Technicians, three person survey party. Why hire consultant rather than using existing staff of hiring staff with appropriate expertise: The meet project schedules and expedite construction of improvements. Staff resources not available to meet demands of design workload and meet schedules. Department(s) work for: Public Works/Engineering Duties: Drainage study, design of street and storm drain improvements, design of traffic Signals and street lights improvements, traffic control plans, striping plans, replacement of property monuments, and prepare corner records, and constructions surveying. Work type: (ongoing, one time) One time Date originally hired: January 23, 1990 Contract term (renewal dates): Acceptance of design plans and upon completion of construction period services as built plans. Time remaining on contract: Approximately June 1992 Hourly rate or payment schedule: Not to exceed $43,630 Amount paid FY 1990/91: $29,750 Amount anticipated for FY 1991/92: $5,380 FY 1991/92 budget for consultant: $5,380 FY 1992193 and beyond expectations for use: None FY 90/91 FY 91/92 Funding source for contract: General Fund Amount: Redevelopment Amount: Other: CIP 603.6030.ST137 $29,750 $5,380 Attach pertinent information Contract Agenda statement when hired consultant KG:SB:CONSUL T/COUNCIU23 - ".~..' " ~,..-,_~,~,*,,~5oY- x CONSULTANT AND CONTRACTUAL SERVICES SURVEY Professional Consultant X Contractual Service _ Consultant Name: Company Name: Address: John C. Tsiknas Frederic R. Harris, Inc. 16496 Bernardo Center Drive, Suite 218 San Diego, CA 92128 Vendor Number: 61320 Project: Timing plan for the Traffic master computer (FETSIM) Area of Expertise: Traffic Signal Timing and design City Staff with same or slmlar expertise: Traffic staff has limited experience in traffic signal timing. Why hire consultant rather than using existing staff of hiring staff with appropriate expertise: John Tsiknas has more than. 20 year experience in traffic signal design and timing with the City of San Diego, When the project is completed, maintenance of the signal system can be handled by existing staff. Departmentls) work for: Public Works/Engineering Duties: Work type: .ongoing. one time) One time Date originally hired: January 23, 1990 Contract term .renewal dates): January 30, 1991 Time remaining on contract: None Hourly rate or payment schedule: Not to exceed $101,500 Amount paid FY 1990/91: $96,371 Amount anticipated for FY 1991/92: None FY 1991/92 budget for consultant: None FY 1992/93 and beyond expectations for use: None FY 90/91 FY 91/92 Funding source for contract: General Fund Amount: Redevelopment Amount: Other: State Grant 250-2501- TF103C Attach pertinent information Contract Agenda statement when hired consultant $96,371 $0 ZAO:SB:CONSUL T/COUNCIU44 ~, . ~;( p CONSULTANT AND CONTRACTUAL SERVICES SURVEY Professional Consultant X Contractual Service Consultant Name: C(Jmpan, Name: Address: JHK &. Associates JHK &. Associates 8989 Rio San Diego Drive, Suite 335 San Diego, CA 92108 Vendor Number: 62333 Project: 1990 Traffic Monitoring Program for Growth Management (intersection level of service study) Area of Expertise: Traffic engineering City Staff with same or simlar expertise: Staff has the knowledge, but not the equipment or personnel. Why hire consultant rather than using existing staff of hiring staff with eppropriate expertise: The work requires a large amount of concentrated staff time over a short period of time. After this project is completed, the work load can be handled by existing staff. Department(s) work for: Public WorkslEngineering Duties: Work type: (ongoing, one time) One time Date originally hired: October 9, 1990 Contract term (renewal dates): June 30, 1991 Tune remaining on contract: None Hourty rate or payment schedule: Not to exceed $63,450 Amount paid FY 1990/91: $41 ,185 Amount .,ticipated for FY 1991192: $22,265 FY 1991/92 budget for consultant: $22,265 carried over from last fiscal year FY 1992/93 and beyond expectations for use: FY 90/91 FY 91/92 Funding source for contract: General Fund Amount: Redevelopment Amount: Other: Transportation DIF (621-6210:.5201 TF-141A) Attach pertinent information Contract Agenda statement when hired consultant $63,450 $22,265 ZAO:SB:CONSUL T/COUNCILI39 _"~'~~ .a.r fi:1iI. ~,~,-~-:;;..,~' - / CONSULTANT AND CONTRACTUAL SERVICES SURVEY Professional Consultant X Contractual Service _ Consultent Name: Company Name: Address: William R. Reilly, PE JHK and Associates 8989 Rio San Diego Drive, Suite 335 San Diego, CA 92108 Vendor Number: 84700 Project: Bicyle Route Facilities Plan Area of expertise: Traffic Systems Planning and Management City Staff with same or similar expertise: Public Works Department, Engineering Division Why hire consultant rather than using existing staff of hiring Itaff with appropriate expertise: The unique qualifications of JHK was essential in furthering the City's goal to provide a balanced system which meets the needs of the motoring public and the recreational commuter cyclist. Work load is highly variable and, at times, would not support full-time staff . Department(s) work for: Public Works/Engineering Duties: Preparation of Bicycle plan . Work type: (ongoing, one time) One time Date originally hired: June 13, 1989 Contract term (renewal dates): June 13, 1989 - October 1989 Time remaining on contract: Continued--This is a low priority project. Consultant has completed draft, staff has not completed the review because of higher priority tasks. Hourly rate or payment schedule: Not started Amount paid FY 1990/91: o Amount anticipated for FY 1991/92: $11 ,784 FY 1991/92 budget for conlultent: $11,784 FY 1992/93 and beyond expectations for use: FY 90/91 FY 91/92 Funding source for contract: General Fund Amount: Redevelopment Amount: Other: Transportation Development Act ST423 $11,784 Attach pertinent information Contract Agenda statement when hired consultant SMN:SB:CONSUL T /COUNCIU88 .~ .J . CONSULTANT AND CONTRACTUAL SERVICES SURVEY Professional Consultant X Contractual Service _ Consultant Name: Company Name: Address: Nasland Engineering Nasland Engineering 4740 Ruffner Street San Diego, CA 92111 Vendor Number: 84685 Project: Bonita Road Bicycle Lane Area of Expertise: Civil Engineering, Surveying and land planning. City Staff with same or similar expertise: One Senior Civil Engineer, two Associate Engineers, two Assistant Engineers, two Technicians, three person survey party. Why hire consultant rather than using existing staff of hiring staff with appropriate expertise: Project accelerated schedule necessitated contracting outside consultant for services. To meet project schedules and expedite construction of improvements. Staff resources not available to meet demands of design workload and meet schedules. Department(s) work for: Public Works/Engineering Duties: Surveying, design of street improvements and storm drainage, design of traffic signals and street lights. Work type: (ongoing. one time) One time Date originally hired: June 2, 1989 Contract term (renewal dates): Acceptance of design plans and construction bid documents and upon completion of project construction. Time remaining on contract: Approximately July 3, 1991 Hourly rate or payment schedule: Not to exceed $41,600 Amount paid FY 1990/91: $8,396.25 Amount anticipated for FY 1991/92: $41,160 (paid 7-2-91) FY 1991/92 budget for consultant: $41,600 fY 1992/93 and beyond expectations for use: N/A FY 90/91 FY 91/92 Funding source for contract: General Fund Amount: Redevelopment Amount: Other: CIP 250.2501.ST138 $8,396.25 $41,600 Attach pertinent information Contract Agenda statement when hired consultant KG:SB:CONSUL T/COUNCIU22 CONSULTANT AND CONTRACTUAL SERVICES SURVEY Profession" Consultant X Contractu" Service _ Consultant Name: Company Name: Address: Bill Shaw Robert Bein, William Frost & Associates 71 North Fourth Avenue Chula Vista, CA 91910-1099 Vendor Number: 85411 Project: Naples Street Channel East of Hilltop Drive Area of Expertise: Civil and Land Surveying City Staff with .ame or .imilar expertise: One senior civil engineer, two associate civil engineers, four assistant civil engineers, two technicians, three person survey party. Why hire consultent rather than using existing staff of hiring staff with appropriate expertise: The meet project schedules and expedite construction of improvements. Staff resources not available to meet demands of design workload and meet schedules. DepartmentCs) work for: Public WorkslEngineering Duties: Design of approximately 770 feet of improved concrete trapezoidal channel to replace existing unimproved channel between the properties north of Naples Street, east of Hilltop Drive. Conduct geotechnical investigations and provide construction staking. Work type: (ongoing, one time) One time Date originally hired: September 19, 1989 Contract term (renewal dates): Until the acceptance of final plans and specifications. T.... remaining on contract: Estimated completion date June 1992 Hourly rate or payment schedule: Not to exceed $33,500 Amount paid fY 1990/91: None Amount ..ticipated for FY 1991/92: $11,725 FY 1991192 budget for consultant: NIA FY 1992/93 and beyond expectations for use: N/A FY 90/91 FY 91/92 Funding lource for contract: General Fund Amount: Redevelopment Amount: Other: Residential Construction, tax revenues 6OO.6003.DR 113 $33,500 (FY 89) o $11,725 Attach pertinent information Contract Agenda statement when hired consultant KG:SB:CONSUL T/COUNCIU24 CONSULTANT AND CONTRACTUAL SERVICES SURVEY Professional Consultant X Contractual Service _ Consultant Name: Company Name: Addrass: Bill Shaw Roben Bein. William Frost &. Associates 71 Nonh Founh Avenue Chula Vista. Ca 91910 Vendor Number: 93741 Project: . Broadway. L to Naples Area of Expertise: Civil engineering design. surveying. and planning. City Staff with same or simlar expertise: 1 senior civil engineer. 2 associate civil engineers. 4 assistant engineers. 2 technicians, three person survey pany. Why hire consultant rather than using existing staff of hiring staff with appropriate expertise: To meet project schedules and expedite construction of improvements. Staff resources not available to meet demands of design workload and meet schedules. Department(s) work for: Public WorkslEngineering Duties: Prepare conceptual and final design plans, meet with property owners, prepare and present preliminary design repon to Council, design and construction surveying; design of street and storm drain improvements which includes raised median islands, traffic signals. street lights, geotechnical investigation, row map and plats. Work type: (ongoing, one time) One time Date originally hired: November 20, 1990 Contract term (renewal dates): Acceptance of design plans and computer disk and upon completion of construction staking. Time remaining on contract: Estimated completion date: November 1992 Hourly rete or payment schedule: Not to exceed $147,620 Amount paid FY 1990/91: $21,835 Amount anticipated for FY 1991192: $125,785 FY 1991192 budget for consultant: FY 1992193 and beyond expectations for use: FY 90/91 FY 91/92. Funding source for contract: General Fund Amount: Redevelopment Amount: Other: CIP ST102 $21,835 $125,785 Attach pertinent information Contract Agenda statement when hired consultant KG:SB:CONSUL T/COUNCIU29 - ,.,.' -.- CONSULTANT AND CONTRACTUAL SERVICES SURVEY Professional Consultant X Contractual Service _ Consultant Name: Company Name: Address: Rick Ryals Ryals &. Associates 2103 EI Camino Real, Suite 210 Oceanside, CA 92054 Vendor Number: 92201 Project: Fifth Avenue, Naples to Orange Avenue Area of Expertise: Real Property Acquisition Services City Staff with same or similar expertise: None. Why hire consultant rether than using existing staff of hiring staff with appropriate expertise: The amount and frequency of land acquisition done by the City for Public Works CIP projects does not justify a full time position. Department(s) work for: Public WorkslEngineering and Community Development Duties: Negotiate with property owners for acquisition of right of way. Work type: (ongoing. one time) Ongoing for a one year period Date originally hired: September 4, 1990 Contract term (renewal dates): 1 year, expired June 30, 1991 Tune remaining on contract: o Hourly rate or payment schedule: Rates per fee schedule attached to contract. Fees for individual projects were negotiated separately. Amount paid FY 1990/91: $11,807.50 + Community Development amount (unknown). Contract amount $100,000. Amount anticipated for FY 1991/92: .100,000 fY 1991/92 budget for consultant: Funds will be encumbered from individual elP project accounts. A similar contract will be awarded for FY 91-92. However, it won't necessarily be the same consultant. fY 1992/93 and beyond expectations for use: Same as FY 91/92 FY 90/91 FY 91/92 . Funding source for contract: General Fund Amount: Radevelopment Amount: Other: CIP (00 159, 4208) .11,807.50 ST102,ST104,DR108 Attach pertinent information Contract Agenda statement when hired consultant KG:S8:CONSUL T/COUNCIU27 CONSULTANT AND CONTRACTUAL SERVICES SURVEY Professional Consultant -X-- Contractual Service _ ConsultBnt Name: Company Name: Address: Unknown Not Yet Contracted Vendor Number: Project: Geograpttic Information Systems Area of Expertise: implementation. Geographic Information Systems-Feasibility studies, needs analysis, system design, City Staff with same or similar expertise: GIS Manager Why hire consultant rather then using existing staff of hiring staff with appropriate expertise: The establishment of . new city-wide GIS is complex. The City will benefit from the consultant's expertise and experience in setting up other city GIS systems. Their experience will help minimize the risks and problems the City will encounter in setting up the new GIS. The consultant will supplement the GIS Manager's knowledge and time. DepartmentCs) work for: Public Works/Engineering Duties: GIS needs assessment, develop GIS specifications, and support the City in GIS implementation. Work type: (ongoing, one time): One time Date originally hired: FY 91-92, 2nd quarter Contract term (renewal dates): FY 91-92 to FY 93-94 Tune remaining on contract: Hourly rate or payment schedule: Amount paid FY 1990/91: Amount anticipated for FY 1991/92: $50,000-$65,000 fY 1991/92 budget for consultant: $65,000 fY 1992193 and beyond expectations for use: $20,000 FY 90/91 FY 91/92 funding source for contract: General fund Amount: Redevelopment Amount: Other: GIS CIP (GIS DIF &. Sewer Fund) $65,000 $10,000 Attach pertinent information Contract Agenda statement when hired consultant FW:SB/CONSUL T/COUNCILI3 :...... --..". CONSULTANT AND CONTRACTUAL SERVICES SURVEY Professionel Consultant X Contractual Service _ Consultant Name: Company Name: Address: Gary Upska VTN Consultants 10525 Vista Sorrento Parkway Vendor Number: 52850 Project: Telegraph Canyon Road Improvements from Apache Drive to Rutgers Avenue Area of Expertise: General Engineering Consultant: Urban and regional planning, environmental planning, transportation engineer, bridge and structures, sanitary engineers, surveying, land development, etc. City Staff with same or similar expertise: Design section of Engineering. Why hire consultant rather than using existing staff of hiring staff with appropriate expertise: Consultant was hired to prepare plans for the -Improvement of Telegraph Canyon Road from ApaChe Drive to Rutgers Avenue. - The size of the project was approximately $7,000,000. City was inadequately staffed to handle a project of this size. Department(s) work for: Public Works Duties: Plans include roadway improvements landscaping and irrigation, water facilities, drainage channel construction, right-of-way drawings and descriptions, surveying services, geotechnical services, preparing specification, etc. Work type: (ongoing. one time) One time Date originally hired: March 7, 1 989 Contract term (renewal dates): Contract continues in effect until completion of the project (Estimated September 28. 1992) Time remaining on contract: Until September 28. 1992 Hourly rate or payment schedule: See fee schedule included in contract. Amount paid FY 1990/91: $2267.12 Amount anticipated for FY 1991/92: $50.000+ FY 1991/92 budget for consultant: $311,882 FY 1992/93 and beyond expectations for use: $26,000+ FY 90/91 FY 91/92 Funding source for contract: General Fund Amount: Redevelopment Amount: Other: 621-621 Q-5201-ST131 B $50.000 $26.000 Attach pertinent information Contract Agenda statement when hired consultant KG:SB:CONSUL T /COUNCILJ5 CONSULTANT AND CONTRACTUAL SERVICES SURVEY Profenional Consultant X Contractual Service _ Consultant Name: Company Name: Address: Wllldan Associates Wllldan Associates 6363 Greenwich Drive 1250 San Diego, CA 92122 Vendor Number: 55602 Project: Oxford Storm drain, Del Mar to Second Avenue Area of Expertise: Civil engineering design, surveying, and planning City Staff with Ame or simlar expertise: 1 senior civil engineer, 2 associate civil engineers, 4 assistant engineers, 2 technicians, three person survey party. Why hire consultant rather 1I1an using existing staff of hiring staff with appropriate expertise: To meet project schedules and expedite construction of improvements. Staff resources not available to meet demands of design workload and meet schedules. Oepartment(s) work for: Public WorkslEngineering Duties: Design and construction surveying, design of storm drain, traffic control plans, design geotechnical investigation and recommend services, replacement of property monuments and prepare corner records. Work type: <<ongoing, one time) One time Date originally hired: June 5, 1990 Contract term (renewal dates): Acceptance of design plans and upon completion of construction surveying and corner records. Tune remaining on contract: Approximately 5 months (December 1991) Hourly rate or payment schedule: Not to exceed $55,450 Amount paid FY 1990/91: $24,900 Amount anticipated for FY 1991/92: $30,550 FY 1991/92 budget for consultant: $30,550 FY 1992193 end beyond expectations for use: None FY 90/91 FY 91/92 Funding source for contract: General Fund Amount: Redevelopment Amount: Other: CIP OR108 $24,900 $30,550 Attach pertinent information Contract Agenda statement when hired consultant KG:S8:CONSUL T/COUNCIL/30 PARKS AND RECREATION CONSULTANT - CIP ~ .-- ...... ~~,~-, --, ~-~~.--~ Parkway Pool a.novation COBSULTUlTS/COH'l'RAC'J.'OAL SERVICES SURVSY >>rof...ioDal Con.ultant ZX Contractual S.rvice - COn.ul~aD~ ....s COapany ....: a44r..s: Acquatic Engineering, Inc. P.O. Box 3373, City of Industry, CA 91744 V.n40r ~.r: 67745 Ar.a of lIZperti..: Design of swimming pool, knowledge of Health and Safety Codes and expertise in risk management safety relative to aquatics. City .taff with .... or .1ailar ezp.rtia.: None ny lair. Gonaul tlUlt rath.r ~han uain; .ziatin; staff or hirinq ataff vi tb appropriate exp.rtis.?: Provide mechanical consultant services for the renovation of Parkway Pool. J)epart:a.nt(a) work for: Parks and Recreation Duti.s: Evaluate the existing filtration and circulation system, prepare details study of said mechanical system to include alternatives and cost estimates. Prepare construction drawings and big specifications according to City standards: evaluate underwater lights and water treatment: tile, plaster and determine scope of work needed. Prepare specs, construction drawings and cost estimate. Meet with staff for plan review. Work ~. (ongoing, on. ti.....): On going Dat. originally Hir.4: May 27, 1988 Contract t.ra (r.n.val 4at..): Throuqh completion of plans/construction Sourly rat. or p.ya.nt schedule: $8,000 for project ~ia. rea.ining Oil Contract: None _ount pai4 I'Y 1"0-'1: $ 4~301. 04 aaount anticipat.4 for I'Y 1"1-'2: I'Y 1"1-'2 ~udqet for Consultant: $. .3~70o. 00 $5,100.00 I'Y 1"2-'3 an4 ~.yoIl4 ezp.ctationa for us.: None I'Y '1 I'Y '2 WUDdinq Sourc. ~or Contract: ..d.v.lop..nt amount: "5-"50-PRll1 (Bayfront-T.C.I) $670.00 ..si4.ntial Construction !'az: _00-IOOS-aC31 $3,631.04 attach p.rtinent Inforaation Contract aq.nda 8tat...nt when Hir.d Consultant $3,700.00 '. aohr Park a.novation COBSt1LTUTS/COIrl'DCTUAL SERVICES SURVEY prof...ional Con.ultant ~ Contractual Service V.neSor lhDlb.r: ar.a of azp.rti..: Hiles Nordquist, Greg Parker Nordquist Associates 9666 Business Park Ave. Suite 210 San Diego, CA 92131 67911 Landscape arChitecture/planning Consultant ....: Co.pany ....: AeS4r..s: city .taff with .... or .i.ilar .xpertis.: Martin Schmidt - Landscape Architect - Parks and Recreation Department Why hire consultant rather than using .xisting .taff or hiring .taff with appropriate .xp.rti..?: The scale and magnitude of these projects are such that additional staff would be required to facilitate each project. (3-4 additional staff positions per project) Departm.nt(8) work for: Parks and Recreation Duti.s: site analysis, master planning, construction documents, attend meetings, site observation, project management Work ~. (ongoing, on. ti.....): One time Dat. originally HireeS: April 12, 1988 Contract term (rene.al eSates): End of project Hourly rate or paya.nt .cheeSule: As work performed ~i.. r..aining on Contract: Until project completed Amount paieS PY 1110-11: $32,700.28 Aaount anticipateeS for PY 1111-12: $7,823.30 WY 1111-12 ~ueSget for Consultant: Encumbered all funds in FY91 PY 1112-13 aneS ~eyoneS exp.ctations for use: None n 11 n 12 WUDeSing Source for Contract: CI. - '00-'000-RC44 Stat. .'R Grant - '14-114D-PR1S $32,700 . $7,823.30 Attach p.rtinent inforaation Contract . AgeneSa Stat..ent when Hired Consultant .orman Park Senior Center COBSUL'IPTS/COftRACTURAL SBRVICBS SURVEY >>rofessional Consul~aD~ ~ZX Con~ractural Service V.ndor JIUa)).r: area of BKp.r~is.: Richard Friedson Visions 740 Thirteenth st., San Diego, CA 92101 64923 Architect, Norman Park Senior Center COD8ul ~&D~ ....: Coapan7 ....: Addr...: city .taff with .... or .iailar .xpertise: city staff was used for landscape architecture (Martin Schmidt - Parks and Recreation Department) Wh7 bire consultant ratber than using .xisting staff or hiring staff with apppropria~e expertise?: This Capita~ Project was a specialized design/construction project which needed mUlti-design/engineering under the direction of an archectural firm. The architect was hired for expertise in senior building design and ability to deal with accessibility and code issues relative to the building's use. Departa.n~(s) work for: Parks and Recreation Department Duti.s: Preparation of concept plan including colored elevation plan and floor plan. Reviewed city plans, sheet mylars, lan specifications, all in compliance with city and State codes. Made a presentation of plans at 5 meetings. Assisted in bid process: assisted during construction with on-site inspections, interpretation of drawings and final as-built drawings. Work ~. (ongoing, on. ~i.....): One project (for period of project) .>>at. originally Hired: November 21, 1989 Contract t.ra (r.n.val date.): August 31, 1991 Hourly rat. or payment schedule: $75.00 per hour for contract services plus reimbursable expenses: $85.00 an hour for change order review. ~i.e reaaining on Contract: Renewal coming up for September 1, 1991 through January 15, 1992 amount paid ~ 19'0-'1: $26,330.40 amount anticipat.d for ~Y 1"1-'2: ~Y 1"1-'2 budg.t for Consultant: .~ 1"2-'3 and ~.yond exp.ctations $70,855 $70,855 for use: None ~Y '1 I'Y '2 7UDdinq 8ourc. for Contract: ..d.v.lop..nt bount: 995-9950-PR1IO (Bayfront/T.C.I) O~h.r: 600-6003 (Residential Construction Tax) $26,330.40 &ttach p.r~lD.nt Inforaa~ioD Con~rac~ &q.nda 8tateaen~ when Hir.d Consultant $70,855 ENGINEERING CONTRACTUAL SERVICES CIP CONSULTANT AND CONTRACTUAL SERVICES SURVEY Professional Consultant _ Contractual Service X Consultant Name: Company Name: Address: Unknown Not yet contracted Vendor Number: Project: Fourth Avenue, Kittiwake to Del Rey High School Otay Town Area Improvements, Phase I Area of Expertise: Civil Engineering Drafting Services City Staff with same or similar expertise: Two technicians Why hire consultant rather than using existing staff of hiring staff with appropriate expertise: We are experiencing short term drafting service back log. Existing staff resources will not enable us to meet schedules. Department(s) work for: Public Works/Engineering Duties: Final working plan productions using CAD system compatible with Versa CAD, or hand drafting, or combination. Close coordination with Engineering. Work type: (ongoing, one time) One time Date originally hired: N/A Contract term (renewal dates): Time remaining on contract: Hourly rate or payment schedule: Approximately $50.00/hr Amount paid FY 1990/91: Amount anticipated for FY 1991/92: .$35,000 FY 1991/92 budget for consultant: $35,000 FY 1992193 and beyond expectations for use: N/A FY 90/91 FY 91/92 Funding source for contract: General Fund Amount: Redevelopment Amount: Other: CIP ST506, RD204 $35,000 Attach pertinent information Contract Agenda statement when hired consultant KG:SB:CONSUl T ICOUNCIU21 CONSULTANT AND CONTRACTUAL SERVICES SURVEY Professional Consultant _ Contractual Service ..lC- Consultant Name: Company Name: Address: Unknown Not Yet Contracted Vendor Number: Project: Geographic Information Systems Area of Expertise: Base map conversion and data base development. City Staff with same or similar expertise: None. Why hire consultant rather than using existing staff of hiring staff with appropriate expertise: Contractor is experienced in converting base map information into new GIS format. Conversion requires special equipment and experienced operators such as aerial photogammetry, stereo plotters, satellite surveying equipment, etc. It is not cost effective to hire expertise or purchase/rent equipment for one-time need. Department(s) work for: Public Works/Engineering Duties: Convert base maps from manual to digital format, develop base map database, and establish new base map ground control by setting new survey monuments or replacing certain existing monuments. Work type: (ongoing, one time): One time Date originally hired: FY 91-92, 2nd quarter Contract term (renewal dates): FY 91-92 to FY 93-94 Tune remaining on contract: N/A Hourly rate or payment schedule: N/A Amount paid FY 1990/91: N/A Amount anticipated for FY 1991/92: $244,000 FY 1991/92 budget for consultant: $244,000 FY 1992/93 and beyond expectations for use: FY 90/91 . FY 91/92 Funding source for contract; General Fund Amount: Redevelopment Amount: Other: GIS CIP (GIS DIF & Sewer Fund) CIP (OP200t $144,000 $100,800 $114,000 Attach pertinent information Contract Agenda statement when hired consultant FW:SB/COUNCIL/2 - -,_.,._,-~.-------- CONSULTANT AND CONTRACTUAL SERVICES SURVEY Professional Consultant _ Contractual Service -X- Consultant Name: Company Name: Address: Unknown Not Yet Contracted Vendor Number: Project: Area of Expertise: Land surveying City Staff with same or simlar expertise: Survey Crew in Public Works Engineering Why hire consultant rather than using existing staff of hiring Itaff with appropriate expertise: Survey information is required to proceed with design of several CIP projects. City's crew has a back log of surveying and cannot collect the information in a timely manner to meet project schedules. The work load is highly variable and, at times, would not support full-time staff. Department(s) work for: Public Works/Engineering Duties: Work type: (ongoing. one time:) Ongoing for a one year period Date originally hired: N/A Contract term (renewal dates): Will be for one year period expiring on 6/30/92. Time remaining on contract: N/A Hourly rate or payment schedule: Assumed $100thr for 3 member crew. Fees for projects will be negotiated individually. Amount paid FY 1990/91: Amount anticipated for FY 1991/92: $20,000 FY 1991/92 budget for consultant: Funds will be encumbered from individual project accounts. FY 1992/93 and beyond expectations for use: N/A FY 90/91 FY 91/92 Funding source for contract: General Fund Amount: Redevelopment Amount: Other: CIP SW200, SW203, SW202, SW206, ST154, ST425 Attach pertinent information Contract Agenda statement when hired consultant . KG:SB:CONSULT/COUNCIU4 FIRE CONTRACTUAL SERVICES CIP COIISUL'J.'AftS/C01ft'RAC'ro.u. SERVICES SURVEY ProfessioDAl Consultant Contractual Service X - - Consultant 1Iaae: Da rro 1 d Da vis C~y~: Dominy Associates Architects ~~ss: 2150 W. Washington, San Diego, CA Vendor Humber: Area of expertise: Structura 1 Archi tects City Staff with same or similar expertise: NONE Why hire consultant rather than using existing staff or hiring staff with appropriate expertise?: Architects only hired when major CIP project is being built. Not enough work to warrant in-house person. Department (s) work for: Fi re Duties: Preparation of design plans for construction of a four-story concrete fire training tower. Work Type (ongoing,one time...): One time Date Originally Hired: June 4, 1991 Contract term(renewal dates): through completion of construction December 1991. Time remaining on Contract: Five months Hourly rate or payment schedule: $15,620 flat fee Amount paid FY 1990-91: ~ Amount anticipated for PY1991-92: $15,620 FY 1991-92 budget for Consultant: $15,620 PY 1992-93 and beyond expectations for use: ~ Punding Source for Contract: General Fund Amount: Redevelopment Amount: Other Dif. $15,620 Attach pertinent information Contract Agenda Statement when Hired Consultant PY91 PY92 PARKS AND RECREATION CONTRACTUAL SERVICES CIP ~ CO.8ULt'Aft8/COftRAC!'URAL SBaVICB8 8URVBY WZor...ioaal Coaau1taa~ Coatrao~ural ..zvio. IX Coaaul~AD~ ....: Construction Testing and Engineering, Inc. CoapADY ....: addr...: 2414 Vineyard Ave., Suite G, Escondido, CA 92029 ..Ddor ~r: 96294 ar.a of ~.rti..: Testing and inspection .ervices .0r.a&D .ark 8.nior C.nt.r Ci~y .~aff wi~b .... or .iailar azp.rti... Hone ilia!, lIir. _a.ultaa~ ra~lI.r ~Il... udall' exbUall' .~arr or Ilidall' .~arr .i~1I ~ropria~. eap.r~i..? Heed .pecialized expertiese Departa.Dt(.) work tor. Parks and Recreation Du~i... Znspec~ion or aoil, roo~ing, rebar, masonry, concrete, concre~e rebar and welding at Horman Park Senior Center during construction. Work !'D. (oDgoillg, olle ti.....): One time Dat. OrigiDally Hired: February 1991 CODtract ~.ra (r.D..al dat..): None for this project Hourly rat. or payaeDt .ch.dul.: N/A "ill. r.aiaillllJ ..a Coa~rao~. $10.00 - $60.00 per hour depending on test; $10.00 - $120.00 for different tests . AaoUDt paid PY 1'.0-.1: $1,920.00 AaoUDt AD~icipa~ed tor Py 1"1-'2: $3,227.00 ~ 1"1-'2 bUdg.t tor COIl.ultant: $3,227.00 ~ 1"2-'3 ADd beyoDd azp.ctatioD. for U..: Hone PY '1 PY '2 ~diDg Sourc. for CODtract: G.D.ral ~d &aOUllt: .ed.velop..Dt AmoUllt: Other: CDBS-FY87 allocation 635-6350-PRII0 at~cb pertiDeDt iDfor.aatioD CODtract agellda Stat".llt wh.1l air.d COD.ultant $1,920.00 $3,227.00 - parkw.y Pool a.nov.tion COBSUL'1'U1'1'8/COIft'DCTVAL S.RVIC.S SURVEY .zor...ioD&1 Co..ultant Contractual S.rvic. ZX CODaul~t __.. CoIIpan7 --.. &4dr.... Barry Sullivan Kission Pools, Inc. 755 W. Grand Ave., Escondida, CA 92055 85853 Aquatic/Swimming Pool Construction ..n40r ~rl ar.a or bpertl... City .taff with .... or .tailar exp.rtia.: None Wby1alre ooDaul taat rath.r than uaing exiating .t.rr or hiring .t.rr .i th appropriate ezperti..7: No .taff available with appropriate expertise Departll.Dt (a) work ror: Parks and Recreation Duti... %nstallation of new mechanical and chemical systems: including filter, .ink and necessary piping, replastering of swimming pool: installation of new waterline, tile racing lanes and turn targets; replacement of existing underwater lights; installation of new main drains and piping and the installation of deck equipment. Work ~. CODqoiDq, on. ti.....): One time Dat. Or1q1.all7 Bir.4: February 26, 1991 COntract ~.ra Cr.....l d.t.a): July 15, 1991 (project completed) Bour17 rat. or paya.nt .ch.4ul.: Total - $191,160.00 ~ta. r...i1li1lq 01l Contract: Completed ~oU1lt pa1d WY 1"0-'1. $157,362.94 aaouat aaticipat.4 ror Py 1"1-'21 $50,117.44 ~ 1"1-'2 ~u4q.t ror Consultant: None, project completed WY l"2-'S aDd ~yon4 exp.ct.tiona for ua.: None ~ " .1 ~y .2 WUD4i1lq Bourc. ror Contractl . ..4.v.lopa.nt hD4s1 "5-"50-.Rl16 "5-"50-.R120 .&0 ~..a 100-1004 a.si4.nti.1 Construction ~az attachp.rtin.nt. i.formation COntract aq.n4. 8tat...nt .h.n 8ir.4 Consultant $92,093 $65,000 $ 7,544 $42,850 PUBLIC WORKS OPERATIONS CONTRACTUAL SERVICES CIP / COlISUL'lAH'l'S/COR'1'RAC'1'OAL SERVICBS SURVEY Prof..sional Con.ultant Contractual Service Consultant __I t>>~"d b. "Odi\~~ eo.pany ..... Addre... 19.e CA"un pt.. c..+. C'''AlA "f"felJ l A Clt 1111 Vendor Rumber. ., ~"s .Area of experti... Cof\,"""eh'or\ t:bt\M-o.t.+ AtAWU't\I"S.JrAko~ ./ - City Staff with same or .imilar experti.e. ~rt~ ffQ~tot1) b"t.lt. ~oW\'\t?~o"" ) (Sui'dt~ ~M'CIS Svpf) (Suild/~ Prejuk ~ Uf'U lI1lcr Why hire conault.ant. rather than usin; existing ataff or hiring at.aff ~i~b appropriate expertile? 1"0 sUfft<<W\u'lf ~LI!''''''n5 fw/oPS J'\I\O.~ ~ &t\ ~e cOW\ffnLt ~i"fl~t1Il4-tOlo'\. of. 'UAW\C.YOv..S ~'\UA."r"(..." ~ ~or CI P projects. Department(a) work fori flAJ!oPS Duties I Co-'\h-~(.~ AdtlW\"'''~~ A~ f~U+- cC~Nlt'no.~Ot'\. J;" ~cv..", C-tY\~Yj No~ A).)1 ec.Y\~r, C.if.ywt'cie ~y ~J Sy'+tWl. ftAV\dfC4p NCtsS U\~~V\C0VlU\+, LD~ ,,(.~ Il.oof rCft'llYS. Work '1'ype (ongoing, one time...) I oV\~ H~ Date Originally Hiredl 2-2~-'t Contract termerenewal dates) I 1- 'D-q, -t.'LftrDlho~ 'lime remaining on Contract I qs drAV!. Hourly rate or payment achedule I In. e~ ~r ~t" Amount paid PY 1990-91. 4 10, "5&flf.ct2.. Amount anticipated for PYl99l-921 . ~soo.- 1'Y 1991-92 budget for Consultantl ~V\L PY 1992-93 and beyond expectations for usel nOW1~ (ll+ J.h,~ -Hr\1c. ~unding Source for Contractl General Pund Amountl aedevelopment Amountl Other Attach pertinent information Contract · Agenda Statement when.Hired Consultant PY9l' 4 &.f,~~- $ ,~, 1.10.- PY92 . ---- ~ / / CORSUL'DftS/COI1TRAC'l'UAL SERVICBS SURVEY Prof...lonal Conaultant Contractual Service ~ - Consul taDt ..... b" ~,'",' Es~~ ec.pany _. ~~~ CoV\5~e+;CW\ ~V\O~(WUf'\+ eo..,."tA"1 .Idcb:e.., 10C,"l ~""'~ ~y !OW\ b,~goJ LA , 2' 1- 'i . Vendor Number. CJ~ eel . Area of experti... Xt\$~c.H'oW\s iW'\ QCtord~w..f w,+k, oft'tf crt J+..t. S~~ 4rdo",l-e<<-(a cedes Qwt rUjufft.MofY\-tl. Clty Staff wlth .am. or aimilar experti.e. nor\(, Why hire con.ultant rather than using exi8ting .taff or hiring .taff with appropriate expertise? I no .u~ s.J.o.ff Ct.r~l'h'~d. Department (a) work for I fw/ of'S Duti.sl frovfd~ conhW\~6"S ,Jsfuk"oY\. tSf Q)Y\sH-ve:I""'bl'\ t O\A~ C~ .fo Mt.~+ ~A f.elf uif"tW\-tV\ ~$. Work 'type ( ongoing, one time...) I OV\.( .J1W\-(. Date Originally Birecta 3-S"-'t\ Contract t.rm(renevol dates) 1 ~ cluroh'oV\ cJ ~D~ (-t~ (okrhvt~~t'L '-'1me remaining on Contract. 2.. - 3 MOV\~~~ Hourly rate or payment .chedule a -3D lit ~ Amount paid n 1990-911 :$ L~~. e2.. of ck U!O V ,-s.Ja COM tvI "'~f1 Amount anticipated for FY1991-92. ~ '2-3,000 n 1991-92 J:>udget for Consultant. "WY\L n 1992-93 and beyond expectations for use. no ~I~! IUnding Source for Contract. General Pund Amount. J, vRedevelopment Amount. f 31,()O6 . Other Attach pertinent information Contract · Agenda Statement when Hired Consultant FY91 PY92 $ _1 Attachment VII From the Office of. the City Attorney City of Chula Vista Memorandum From: August 9, 1991 Bruce M. Booqaard, City Attorney Dawn Herring, Budget Officer Date: To: cc: Honorable Mayor and Councilmembers Legal "Consulting" services Re: The Consultant study indicates that the following legal services were "hired" by the City during the last year: Dwight Worden Daley & Heft Shute, Mihaly & Weinberger Silldorf, Burdman, Duigan & Eisenberg Sheppard, MUllin, Richter & Hampton Brown, Harper Total: $ 27,000 $192,000 $ 96,000 $ 80,000 $ 30,000 $263.000 $688.000 These attorneys were hired to represent or advise the City in the following matters: Dwight Worden: sildorf: CEQA litigation against the State and California Transportation Ventures, Inc., to preserve the City's statute of limitations on its CEQA and contract theories that the SR 125 Toll Way Franchise was issued without proper environmental requirements. Various Superior Court, non-police tort (accidents involving personal injuries or property damages) litigation cases; some eminent domain litigation. Hired to represent the City before the California Public utilities Commission on SDG&E's proposed expansion of their Chula vista plant. Jones Intercable sued the City to declare Daley & Heft: Shute, Milaly: office1.wp Auqust 9, 1991 Legal Consultant Memo Page 1 Sheppard: that it had the right to serve the "eastern territories" with cable without having to first obtain a City franchise to do so. Prepares and negotiates redevelopment agreements. such as Disposition and Development Agreement, owners Participation Agreements. They have participated in the Scripps Hospital Expansion proposal, Civic Center Barrio project, and consulting in regards to the Auto Park. Brown, Harper: Bond counsel services on various assessment districts. Should Any of These outside Leaa1 Services be ReD1aced with In- House Attornevs? Each of the above described types of legal services have one or more of the following characteristics: (1) Concentrated time requirement for fairly specialized legal services, such as the Jones Cable litigation (Si1dorf); (2) Extremely specialized legal services such as the SDG&E plant expansion litigation (Shute, Mihaly), the bond counsel services (Brown, Harper); or the SR 125 litigation (Worden); or (3) a separate source for reimbursement for said services is available, such as in the bond counsel cases (Brown, Harper) or the SDG&E litigation (Shute, Mihaly). Definitions: For the purposes of this discussion, "In House Legal Services" means all legal services provided by the three (3) attorneys and two (2) support staff in the city Attorney's office. "Outside Legal Services" means all legal services provided to the City by attorneys and/or support staff who are not employees of the City, but are retained on a case-by-case basis. General Qperatina Practice on Referrals. As a statement of general operating practice, "Outside Legal Services" are retained when a particular case requires anyone or more of the following: (1) An extraordinary commitment of time, such as superior court tort litigation. The reason for this is that the "in- house" staff is most efficient when it can respond to "purely municipal questions" such as Brown Act issues, conflicts of interest issues, agenda preparation issues, officel.wp August 9, 1991 Legal Consultant Memo Page 2 etc., or other frequent legal issues which require small blocks of time--contract preparation, contract disputes, legal research, planning matters, etc. (2) A thorough knowledge of a highly specialized area of law where there is high magnitude risks, such as assessment district formation, bond counsel matters, CEQA litigation, LAFCO proceeding litigation (Jones), or utility litigation. ODinions. Beliefs and Conclusions. 1. It is my opinion that none of the Outside Legal Services can be replaced by the existing In House Legal Staff. Basically, all three attorneys are working more than 40 hours per week on existing demand, and there is a growing backlog of service requests from Staff. Staff is becoming frustrated with the ability of our Office to quickly respond to all of the requests for service. 2. It is my belief that one or two new attorneys and an additional support staff, with corresponding space and equipment requirements, may be required just to deal with the existing demand for In-house Legal Services, ignoring (for the moment) the issue of whether additional in house attorneys can be hired to replace some of these presently "externally-provided" legal services. In other words, we believe that we may be understaffed, and are presently studying whether, in comparison to other city attorney's office in "growth" ci~ies, there is a factual basis to support that belief. The fact is that we are a growing, active city which is constantly "bumping up against" regulatory, and other types of interaction, with other public agencies and private sector entities. Just for example, in the last few weeks, we are beset with legal problems relating to airport siting, county permits for expansion of hazardous waste disposal facilities, and landfill closure and trash importing problems. 3. In order to assess whether it would be more cost- effective to increase the capacity of the "In-House Legal Services" to address legal problems typically assigned to "Outside Legal Services", we need to make the following determinations: . a. Is there a long-term (two or more years) demand for legal talent of the type typically referred to outside legal counsel? b. On a "Full Cost" basis, including salaries, fringe benefits (including non-productive time such as holidays, office1.wp August 9, 1991 Legal Consultant Memo Page 3 \ vacations, sick leave), secretarial support, space and equipment, can we deliver the legal services, on an "In House Basis" at a lower cost than the cost of the outside Legal ~ervices? Some additional study would be required to dispositively respond to these questions. However, the following represents my current "feel" for the situation: . A. There is a long term (continuing) demand for tort litigation, currently provided by Daley' Heft. However, this firm currently charges about $85 - $90 per hour, a price which is very competitive with In House costs for the same service when you consider the Full Costs. Furthermore, there is no ongoing commitment other than an hourly arrangement. If, .in a single year, our demand for such legal, services drops, we do not have to fire any employees. Furthermore, as a large outside legal firm, they can structure their labor resources to handle court commitments while at the same time permitting assigned attorneys to take leaves. B. The Jones litigation could have been handled in house if we had an additional litigator skilled in writ matters, and probably could have been handled In House at a somewhat lower dollar per hour cost. However, there was not the apparent need for such a litigator on an "on-going" basis at the time the litigation was instituted. Given the current level of interest in potential specialty litigation, such as with regard to North County trash import, SR 125 CEQA litigation, etc., it may be cost effective to recruit an In House Writ Litigator who can be cross-trained to provide transactional assistance, as with redevelopment matters, contracts review, etc., when not pre- occupied with litigation. However, current space, equipment and budget limitations would have to be overcome. office1.wp August 9, 1991 Legal Consultant Memo Page 4 Attachment VIII CITY OF CHULA VISTA MEMORANDUM DATE: August 13, 1991 TO: Honorable Mayor and City Council VIA: John Goss, City Manager FROM: Dawn Herring, Budget Manager SUBJECT: CONSULTANT INFORMATION REQUESTED BY JOSEPH GARCIA ================================================================= During Oral Communications at the August 6, 1991 City Council meeting, Mr. Joseph Garcia requested further information on the City's use of consultants. Mr. Garcia raised several general questions regarding the City's use of consultants in past fiscal years. Specifically questioned was an expenditure of $6,000 for Police Reserves used during the Fourth of July celebration and an increased number of "porta-potty's" rented for this same event. These questions were responded to by staff and the Council. Mr. Garcia was given the opportunity to make additional comments and during this presentation he requested additional information on an alleged payment of $6,000 to Steven A. Malcoun during Fiscal Year 1989-90. Council requested that staff investigate this allegation and respond in the Consultant report which was due within two weeks. Subsequent to speaking before Council, Mr. Garcia submitted a letter to the City Manager citing two contracts of particular concern, again the payment of $6,000 to Steven A. Malcoun and the need for a Chip Seal Consultant for $10,000. Attached to this letter was the cover sheet to Supplemental Budget Report No. 13 for FY 1988-89. Although Mr. Garcia has misplaced the attached report which purportedly list these two proposed expenditure he insists that the attached report did list the names and amounts he is requesting further information on. As a point of clarification, on an annual basis during the Council's budget review process, The Budget Office prepares a II Supplemental budget report on the city's anticipated use of Consul tants for the coming fiscal year. This report lists, by department, a description of the service and the proposed annual cost. Specifically excluded is any reference to specific names of the individual consultant or company. Attached you will find the supplemental budget reports on consultants from FY 1988-89 and 1989-90. Neither report makes any mention of either a Steve Malcoun nor any payment to a Chip Seal Consultant. Chip Seal Consultant The Public Works Operations Division does contract two aspects of the chip seal operation. The "chip seal contract services to support in-house acti vi ties" in the supplemental budget reports refers to the delivery and spraying of asphalt for the chip seal program. The second contracted service is for street sweeping of the loose chips at the completing of the process. No other consultant or service has been retained for the chip seal program. Steven A. Malcoun During our research on this request, we located Mr. Malcoun, who is an Attorney in Stockton, California. Mr. Malcoun faxed an affidavit confirming that he has not "rendered any services...nor received any monies from the City of Chula Vista". Staff did research all paYments made during those fiscal years in question and noted no paYment to Mr. Malcoun. Staff has exhausted all areas for research in this matter and unless directed by Council will consider the matter completed. - .. . Supplemental Report No. 13 'I .....1'.'... ( . I June 7, 1988 To: The Honorable Mayor and City Council Via: John D. Goss, City Manage~ From: David Byers, Budget Office~ Subject: Consultant Contracts Contained in the FY 88-89 Budget During the budget review overview session held on May 26, 1988, Councilman Moore requested that a list of consultant contracts contained in the FY 88-89 budget be prepared and forwarded to Council. Such a list is attached to this memo and a similar list will be prepared and distributed to Council in future . years. DCB:nr WPC 2181 A Attachment . Police GENERAL FUND Psychological exams, polygraph services and psychological counseling Blood testing, ambulance costs and emergency medical fees for prisoners and physical exams for victims of rape, child abuse, and molestation Youth Counseling Services contract TOTAL Public Works Contract project inspections Underground Alert System Soils consultant Traffic consultants Drainage cleaning by probation crews Chip seal contract services to support in-house activities Street sweeping contract Tree trimming contract Building Maintenance Technical Advisor Pest control services-City buildings TOTAL Parks and Recreation Library Landscape Architect services Maintenance-Lauderbach Park Custodial services-Lauderbach Center Open Space Inspection (30 hrs/week) Pest control at Various Centers and Pools Gopher control at Rohr and Valle Lindo Parks Third Avenue street tree maintenance (Landscape District) Pruning and shrub removal by probation crews Street and parking lot sweeping TOTAL Graphics (flyers, posters, etc.) County contract to operate branches Security patrol Miscellaneous (piano tunings, pest control, plant care service) TOTAL 9,500 45,000 29,430 83,930 15,000 1 ,200 4,500 2,000 15,600 58,000 253,700 112,400 1 ,000 2 , 1 60 465,560 25,000 18,000 8,400 16,500 3,210 3,000 320 5,200 4,050 83,680 $ 2,900 59,810 14,450 1 ,650 78,810 Non-Departmental Televising Council meetings Chamber of Commerce Information Services Design of Brochure for Bonita Annexation TOTAL $ 38,200 24,200 650 63,050 Community Development Audit for Redevelopment Agency Design of Economic Development Promotions TOTAL 2,350 2,000 4,350 Finance Audits Cable TV consultant Microfiche services TOTAL 45,770 15,000 530 61,300 Planning Contract Architect Contract Senior Planner TOTAL 1 ,520 18,380 19,900 Personnel Hearing Conservation Program Employee Assistance Program TOTAL 5,000 7,800 1 2 ,800 Management Services DP EDP Management Contract DP Data Communications Troubleshooting PAPE Various professional services as needed 63,000 2,000 PUB INFO Video and graphic assistance TOTAL 4,200 12,000 81,200 Administration Various professional services as needed 10,000 City Clerk Municipal Code Index update 6,000 Attorney Various professional services as needed TOTAL GENERAL FUND $ 3,600 $974,180 OTHER FUNDS Sewer Sewer billing and collection Transit Elderly & Handicapped Transit SCOOT contract TOTAL REDEVELOPMENT AGENCY Town Centre I Special Counsel-Town Centre I Appraisal services Bayfront Special Counse1-Bayfront Special Consultant for Implementation of LCP Consultant for Second Harbor Entrance Biological Studies-Bayfront Map Preparation-Bayfront Hazardous Waste Studies-Bayfront Town Centre II Legal Services-Town Centre II Low & Mod. Hsg. Housing Rehabilitation Consultant Appraisal Services-Housing Projects Feasibility Analysis Otay Valley Hazardous Waste Consu1tant-Otay Valley Legal Counsel Joint Contract Architect Design and Graphic Services TOTAL TOTAL OTHER FUNDS TOTAL ALL FUNDS WPC 2181A $ 52,770 235,000 1,100,000 1,335,000 $ 6,000 1,000 112,000 50,000 1 5 , 000 35,000 10,000 75,000 30,000 27,470 5,000 5,300 10,000 5,000 3,280 5,000 $ 395,050 $1,782,820 $2,757,000 II r / ie," ,\ Supplemental Report No. _9 June 2, 1989 /....... To: Via: The Honorable Mayor and City Council John D. Goss, City Manager ~ Stephanie pope~princiPa1 Management Assistant ~ 1 \v From: Subject: Consultant Contracts Included in the FY 1989-90 Budqet . During last year's bUdget overview session, Council requested a list of consultant contracts included in the budget. When the information was sUbsequently provided by staff, it was determined that a similar list will be prepared and forwarded each year. This memo transmits the FY 1989-90 list of consultant contracts. SP:nr WPC 2764A Attachment (e FY 1989-90 CONSULTANT GONTRACTS - GENERAL FUND . Police Psychological exams, polygraph services and psychological counseling Blood testing, ambulance costs and emergency medical fees for prisoners and pHysical exams for victims of rape, child abuse, and molestation Youth Counseling Services contract C-CAP Consultant Services contract TOTAL $14,250 57,730 31 ,490 460 $103,930 Fire Bonita/Sunnyside contract Public Works $50,720 Contract project inspections Underground Alert System Soils consultant Traffic consultants Drainage cleaning by probation crews Chip seal contract services to support in-house activities Street sweeping contract Tree trimming contract Contract Construction Services Pest control services-City buildings TOTAL $34,400 1,200 4,500 4,600 1 5,600 46,860 247,030 11 5, 81 0 2,500 2,200 $474,700 Parks and Recreation Maintenance-lauderbach Park Custodial services-lauderbach Center Pest and gopher control at various centers, parks and pools Street and parking lot sweeping TOTAL $18,250 8,400 11 , 31 0 8,000 $45,960 library Securi ty patrol Miscellaneous (piano tunings, pest control, plant care service) Quarterly fountain plantings TOTAL $13,600 1 ,740 4,000 $19, 340 Non-Depa mental Televising Council meetings Chamber of Commerce Information Services CV 2000 consultant & graphic design services PERS Actu~ria1 Study TOTAL $44,390 24,200 43,950 650 $113, 190 Community Development Audit for Redevelopment Agency Design of Economic Development Promotions TOTAL $2.520 2,000 $4,520 Finance TOTAL $24,100 580 $24,680 Audits Microfiche services P1 anni ng Contract Architect Contract Senior Planner TOTAL $ 1,950 31 , 500 $33,450 Human Resources Hearing Conservation Program Employee Assistance Program QWL Training Consultant TOTAL $ 2,500 8,420 28,800 $39, IZU Insurance Risk Management Consultant (JPA's) Employee Benefits Consultant TOTAL $ 3,500 25,000 $28,500 Management Services DP DP PAPE EDP Management Contract Data Communications Troubleshooting Various professional services as needed $73,220 2,000 4,200 13,000 $92,420 PUB INFO Video and graphic assistance TOTAL ( Administration Various professional services as needed $10,000 Attorney, Various professional services as needed TOTAL GENERAL FUND $ 3,600 $1,044,730 OTHER FUNDS Sewer Sewer billing and collection $ 66,970 Transit Elderly & Handicapped Transit SCOOT contract TOTAL $242,000 1,207,740 $1,449,740 BCT. Contract aquarist services Tax preparation services Security monitoring TOTAL $13,800 1 , 500 340 $15,640 BCT Bookstore Management Services $24,050 EastLake Maintenance 'District Assessment consultant $ 5, 1 80 EastLake Development Reserve Fiscal Impact Analysis Update Redevelopment Agency $12,000 Town Centre I Legislative Representative Special Counsel-Town Centre I Acquisition Consultant Update relocation rules & regulations $31,000 6,000 6,250 2,500 ( Bayfront Acquisition Consultant $6,250 Legislative Representative 31 ,000 Update relocation rules & regulations 2,500 Special Counsel-Bayfront 20,000 Consultant for Second Harbor Entrance 30,000 Biological Studies-Bayfront 1 0,000 Town Centre II Legal Services-Town Centre II 30,000 Low & ~'od. Hsg. Housing Rehabilitation Consultant 34, 500 Otay Vall ey Hazardous Waste Consultant-Otay Valley 1 0,000 Legal Counsel 1 0, 000 TOTAL $ 230,000 TOTAL OTHER FUNDS TOTAL GENERAL FUND TOTAL ALL FUNDS $1,803,580 $1,044~730 $2,848~3l0 WPC 2764A COMMUNITY DEVELOPMENT CONTRACTUAL SERVICES / Attachment IV , CONSULTANTS/CONTRACTUAL SERVICES SURVEY Professional Consultant Contractual Service X Consultant Name: Company Name: Address: Richard Mandel California Housing Partnership Corporation 1950 Addison Street, Suite 109, Berkeley, CA 94704 Vendor Number: Area of Expertise: 93811 Preservation of BUD Section 236 and 221(d)(3) Units City Staff with ..me or similar expertise: None Why hire consultant rather than using existing staff or hiring staff with appropriate expertise? Department(s) work for: Community Development Duties: Prepare feasibility study regarding preservation of City's "at-risk" affordable housing units; feasibility study Work Type (ongoing. one time...): Ongoing Date Originally Hired: February 27, 1991 Contract term (renewal dates): Upon completion of project or 30 days' . written notice Time remaining on Contract: Upon mutual agreement or until completion of project Hourly rate or payment schedule: $ 120/hour Amount Paid FY 1990-91: $1,890.34 Amount anticipated for FY 1991.92: $2,500 FY 1991-92 budget for Consultant: $1,609.66 FY 1992-93 and beyond expectations for use: $2,500 Funding Source for Contract: General Fund Amount: Redevelopment Amount: Other: Low-Moderate Income Housine Funds FY 19' 1 o $1,890.34 FY 1992 o $1,609.66 Attach pertinent Information Contract Apada Statemeat whca Hired Coasultant IC:\WP61\AGENCY\MANDEL.TXT) ;2, CONSULTANTS/CONTRACTUAL SERVICES SURVEY Professional Consultant Contractual Service X Consultant Name: Company Name: Address: Anthony Ciotti 1338 Santa Cruz Court, Chula Vista, CA 91911 Vendor Number: Area of Expertise: 17990 Housing Rehabilitation City Staff with ..me or similar expertise: Community Development (M. Girbes) Why hire consultant rather than using existing staff or hiring staff with appropriate expertise 7 Ms. Girbes is responsible for all housing activities. Time to administer this program requires a full-time person. While Mr. Ciotti works only 1600 hours, the additional hours required can be done; however, not at the same level of performance Department(s) work for: Community Development Duties: Total operating responsibility of the CHIP loan program VVork Type (ongoing, one time...): Date Originally Hired: Ongoing February 1977 Contract term (renewal dates): Annual contract renewable 7/1 Time remaining on Contract: 11 months Hourly rate or payment schedule: $46,010/year (for 1600 hours) Amount Paid FY 1990-91: $43,000 Amount anticipated for FY 1991-92: $46,010 FY 1991-92 budget for Consultant: $46,010 FY 1992-93 and beyond expectations for use: Mr. Ciotti has indicated that he will be retiring June 30, 1992. It is anticipated that a new position will be funded to administer the program. FY 1991 Funding Source for Contract: General Fund Amount: Redevelopment Amount: Other: Low-Moderate Income Housine Fund o o $43,000 FY 1992 o o $46,010 Attach pertinent information Contnct Aaeada Statement when Hired Coasultant 3 1C?:\WP6 1\AGENCY\CIOm.TXTJ CONSULTANTS/CONTRACTUAL SERVICES SURVEY Professional Consultant Contractual Service X Consultant Name: Company Name: Address: Diana Richardson Diana Richardson 2726 Shelter Island Rive, Suite 134, San Diego, CA 92106 Vendor Number: Area of Expertise: 94172 Environmental Planning City Staff with same or similar expertise: Community Development/Planning Department . Why hire consultant rather than using existing staff or hiring staff with appropriate expertise? Exceptional number of ElRs currently in process which need to be coordinated and reviewed Department(s) work for: Community Development Duties: Coordinate EIR contracts for major redevelopment projects Work Type (ongoing, one time...): One time (short term) Date Originally Hired: April 20, 1991 Contract term (renewal dates): Four (4) months Time remaining on Contract: One (1) month Hourly rate or payment schedule: $65/hour Amount Paid FY 1990-91: $2,672.50 Amount anticipated for FY 1991-92: $16,807.50 FY 1991-92 budget for Consultant: $16,807.50 FY 1992-93 and beyond expectations for use: Not anticipated Funding Source for Contract: General Fund Amount: Redevelopment Amount: Other: FY 1991 o $12,480 FY 1992 o $7,000 Attach pertinent Information Contract. A8encla Statement when Hired Consultant (C:\WP6 1\AQENCY\RICHARDSON.TXT] f CONSULTANTS/CONTRACTUAL SERVICES SURVEY . Professional Consultant Contractual Service X Consultant Name: Company Name: Address: Lintvedt, McColl, and Associates Kent Madsen 7578 El Cajon Boulevar4i, Suite 101, La Mesa, CA 92041 Vendor Number: Area of Expertise: 91906 Civil Engineering City Staff with same or similar expertise: Several design engineers in Engineering Department. Why hire consultant rather than using existing staff or hiring staff with appropriate expertise? MAAC project, a non-profit organization, failed to carry out the project in a timely manner. Because it involved CDBG funds, Community Development staff needed to completed project. Consultant was hired because project was not anticipated or prioritized by Engineering staff. Department(s) work for: Community DevelopmentlEngineering Duties: To design and do staking for a 12 space parking lot for the Otay Community Center. Work Type (ongoing, one time...): One-time Date Originally Hired: 10/19/90 Contract term (renewal dates): N/A Time remaining on Contract: Completion of work Hourly rate or payment schedule: Flat rate: $3,000 design; $700 staking Amount Paid FY 1990-91: $2,775 Amount anticipated for FY 1991-92: $925 FY 1991-92 budget for Consultant: None FY 1992-93 and beyond ~xpectations for use: None Funding Source for Contract: General Fund Amount: Redevelopment Amount: Other: City CDBG/County CDBG (jj) 50/50% o $2,775 FY 1992 o o FY 1991 Attach pertinent information Contract ApDda St.t~t when Hired Consultant $ IC:\WP6 1\AQENCYWNTVEDT.TXT) CONSULTANTS/CONTRACTUAL SERVICES SURVEY Professional Consultant Contractual Service X Consultant Name: Company Name: Address: Paul Miller Company Paul Miller Company 272 Church Avenue, Suite 4, ChuIa Vista, CA 91910 Vendor Number: Area of Expertise: 730660 Property Management City Staff with 8ame or similar expertise: Construction and Repair division of Public Works Why hire consultant rather than using existing staff or hiring staff with appropriate expertise? Department(s) work for: Community Development Duties: . Collect rents; maintain properties--respond to tenants regarding structure problems, etc. ; prepare operating statement; pay miscellaneous maintenance, utility, and other bills regarding operation of property Work Type (ongoing, one time...): Ongoing Date Originally Hired: October 22, 1990 Contract term (renewal dates): Terminable upon 30 days' notice Time remaining on Contract: Pending relocation of tenants on Church Avenue Hourly fate Of payment schedule: $300/month Amount Paid FY 1990-91: $900 Amount anticipated for FY 1991-92: $1,200 FY 1991-92 budget for Consultant: $900 (possibly more if tenants are not relocated by September 1991) FY 1992-93 and beyond expectations for use: N/A FY 1991 FY 1992 Funding Source for Contract: General Fund Amount: Redevelopment Amount: Other: NI A o $900 o o Attach pertinent information Contract Aceoda Statement wb.ea Hired Consultant o IC:\WP61\AGENCY\MIUER.TXT) CONSULTANTS/CONTRACTUAL SERVICES SURVEY Professional Consultant Contractual Service X Consultant Name: Company Name: Address: Liborio Perales [Contract Employee] 1696 Gayo Court, San 'Diego, CA 92154 Vendor Number: Area of Expertise: 86030 Maintenance Services City Staff with same or similar expertise: Parks & Recreation; Custodians through Building Maintenance division of Public Works; Streets division of Public Works Why hire consultant rather than using existing staff or hiring staff with appropriate expertise? Insufficient staff and budget constraints. Contract employee is less costly than hiring an employee. Other departments could not handle extra assume the extra work into already overloaded work schedule. Department(s) work for: Community Development Duties: Minor weed abatement and grubbing services; collect trash Work Type (ongoing, one time...): Ongoing Date Originally Hired: August 8, 1989 Contract term (renewal dates): Ongoing Time remaining on Contract: Indefinite Hourly rate or payment schedule: $6.00/hour Amount Paid FY 1990-91: $4,152 Amount anticipated for FY 1991-92: $3,600 (600 hours @ $6.00/hour) FY 1991-92 budget for Consultant: $4,200 (700 hours @ $6.00thour) FY 1992-93 and beyond expectations for use: To be determined Funding Source for Contract: General Fund Amount: Redevelopment Amount: Other: Nt A FY 1991 o $4,152 FY 1992 o $4,200 Attach pertinent information Contract Alenda Statement when Hired Consultant IC:\WP51\AGENCV\PERALES.TXTJ ~ - CONSUL TANTS/CONTRACTUAL SERVICES SURVEY Professional Consultant Contractual Service X Consultant Name: Company Name: Address: Mitch Compton TYCO Property Management Company P.O. Box 611, Chula Vista, CA 91910 Vendor Number: Area of Expertise: 81664 Real Estate Management [For: Oranae Tree Mobile Home Park] City Staff with same or similar expertise: Finance; Construction and Repair division of Public Works; Building Inspection Why hire consultant rather than using existing Itaf:f or hiring staff with appropriate expertise? Insufficient staff as well as budget constraints. Consultant less ccstly and has more training in property management and has more time to devote. Department(s) work for: Duties: Community Development Collect rents and deposit receipts into City controlled checking account; prepare monthly operating statements; contract OIS services regarding operation of property; inspect properties weekly; retain legal services regarding rent default; provided needed maintenance; attend Homeowners' Association meetings; enforce park rules and regulations; CC&Rs, etc. Work Type (ongoing, one time...): Ongoing Date Originally Hired: November 1, 1988 Contract term (renewal dates): 12/31i91; extended with mutual written agreement nme remaining on Contract: Five (5) months Hourly fate or payment schedule: 5 % of gross rents collected on 25 mobilehome spaces Amount Paid FY 1990-91: $3,880.19 Amount anticipated for FY 1991-92: $4,875 FY 1991-92 budget for Consultant: $4,875 FY 1992-93 and beyond expectations for use: Amount should decrease by approximately $200/year since compensation based on percent of rents collected times number of spaces owned. Anticipate sale of two spaces per year. ? CONSULTANTS/CONTRACTUAL SERVICES SURVEY Professional Consultant Contractual Service X Consultant Name: Company Name: Address: Vendor Number: Area of Expertise: Mitch Compton TYCO Property Management Company P.o. Box 611, Chula Vista, CA 91910 81664 Real Estate Management [For: 315 Fourth A venue EI Dorado Building] City Staff with same or similar expertise: Finance; Construction and Repair division of Public Works; Building Inspection Why hire consultant rather than using existing staff or hiring staff with appropriate expertise? Insufficient staff as well as budget constraints. Consultant less costly and has more training in property management and has more time to devote. Department(s) work for: Duties: Community Development Collect rents, deposit receipts into City controlled checking account; prepare monthly operating statements; contract O/S services regarding operation of property; inspect properties weekly; retain legal services regarding rent default; provide needed maintenance Work Type (ongoing. one time...): Date Originally Hired: Ongoing February 1990 Contract term (renewal dates): Time remaining on Contract: One year unless mutually extended Through January 1992 (6 months) $415/month Hourly rate or payment schedule: Amount Paid FY 1990-91: $4,980 Amount anticipated for FY 1991-92: $4,980 FY 1991-92 budget for Consultant: Undetermined FY 1992-93 and beyond expectations for use: Funding Source for Contract: General Fund Amount: Redevelopment Amount: Other: N/ A FY 1991 FX 1992 o $4,565 o $4,980 Attach pertinent Information Contract Apoda Statement when ~ Consultant. IC:\WP6 1\AQENCY\COMPTON 1.TXT) 9 CONSULTANTS/CONTRACTUAL SERVICES SURVEY Professional Consultant Contractual Service X Consultant Name: Company Name: Address: Sharon Welsh Zucker Systems 9909 Huennekens Street, Suite 120, San Diego, CA 92121 Vendor Number: Area of Expertise: 94323 Housing Finance, specifically as related to low-moderate income housing opportunity City Staff with same or similar expertise: None Why hire consultant rather than using existing staff or hiring staff with appropriate expertise? Staff does not have expertise Department(s) work for: Community Development Duties: Prepare a feasibility study on low-moderate income housing opportunity in the Eastern territories Work Type (ongoing, one time...): One time Date Originally Hired: February 7, 1991 Contract term (renewal dates): Term of project Time remaining on Contract: N/A Hourly rate or payment schedule: Not to exceed $3,000 Amount Paid FY 1990-91: -0- Amount anticipated for FY 1991-92: $3,000 FY 1991-92 budget for Consultant: N/A FY 1992-93 and beyond expectations for use: None FY 1991 FY 1992 Funding Source for Contract: General Fund Amount: Redevelopment Amount: Other: Low-Moderate Income Housine Fund o o $3,000 o o o Attach pertinent Information Contract Apnda StJtt~ment when Hired Consultant IC:\WP61\AGENCV\WEl.SH.TXTl It) J ;V .(; CONSULTANT AND CONTRACTUAL SERVICES SURVEY .....II.ion.. CoMuItMt _ Contractual Service X eonsult8nt Name: Company Name: Address: ADS Services, Inc. ADS s.vices, Inc. 5900 Complex Street, Suite 603 San Diego, CA 92123 Vendor Number: 85911 Project: Area of Expertise: Sewage flow monitoring, equipment installation and maintenance City Staff with ..... or ...... expertise: None. Why hire consultant ra1her than using existing staff of hiring staff with appropriate expertise: It wouldn't be cost effective to hire aomeone experienced in ADS equipment because there ian't going to be enough work for him/her. It would be hard to duplicate the consultant's expertise. DepartmentCs) work for: Public WorkslEngineering Duties: Maintenance of a ..wage flow monitor owned by the City Work type: (ongoing, one time) Ongoing Date originally hired: March 31, 1987 Contract term Crenewal dates): One year (Renewed July 1, 199"1) Time remaining on contract: Until June 30, 1992 Hourly rate or payment schedule: $675/quarter Amount paid FY 1990/91: .2568 Amount anticipated for FY 1991/92: .2,700 + .16,200. .. $18,900 FY 1991/92 budget for consult8nt: .20,560 FY1992193 and beyond expectation. for use: $2,700 + .18,900" .. $21,600 FY 90/91 FY 91/92 funding source for contract: General Fund Amount: Redevelopment Amount: Other: Montgomery Sewer Service revenue and Sewer Service Revenue Fund Attach pertinent information Contract Agenda statement when hired conaultant · 6 x $2,700 - .16,200; six new meters in FY 92 ..7 x $2,700 - .18,900; two new meters in FY 93 EMC:SB:CONSUL TICOUNCILI37 Ie!) CONSULTANT AND CONTRACTUAL SERVICES SURVEY Profusion.. Consultant _ Contractual Service X Con.utt.1t Name: Company Name: Addre..: aSI Consultants, Inc. BSI Consultants, Inc. 16880 W. Bernardo Drive San Diego, CA 92127 Vendor Number: 60771 Project: Area of Expertiae: Construction Inspection Services CIty Staff whh ..... or simler ~e: Public Works Inspector II Why hire consultant nther 1han using existing staff of hiring staff with appropriate expertise: Using consultants to meet peak demand. Work load is highly veriable and, at times, would not support full-time staff. Based on past expenditures, we will r.-evaluate the need to add some staff for 92/93 budget. Department(s) work for: Public WorkslEngineering Duties: Inspection of Public Works facilities'(grading, drainage, sewers, street improvements, etc). Work type: (ongoing, one time) Ongoing. We currently have up to three inspectors provided per this contract. Date originally hired: FY 88-89 ($213,148); FY 89-90 ($162,062.02) Contract term (renewal dates): Annual renewal Time remaining on contract: 11 months Hourly rate or payment schedule: .50thr first 2,000 hours; $51thr thereafter (estimate another 2,000 hours) Amount paid FY 1990/91: .156,725 (as of 5-31-91) Amount ..ticipated for FY 1991/92: .202,000 FY 1991/92 budget for consultant: .0, consultant is paid from development fees FY 1992193 ..d beyond expectations for use: Unknown, as needed. FY 90/91 FY 91/92 Funding source for contract: General Fund Amount: Redevelopment Amount: Other: Developer fees .156,725 $202,000 Attach pertinent information Contract . Agenda statement when hired consultant RS:SB:CONSUL T/COUNCIU8 ,/3 .... CONSULTANT AND CONTRACTUAL SERVICES SURVEY ProfesaIon-' Consultant _ Contractuel Service ~ Consult8nt Name: Compeny Name: Address: USTE, INC. United States Testing Company, Inc. 3467 Kurtz Street San Diego, CA 92110 V.,dor Number: 88675 Project: Area of Expertise: Material Testing Services City Staff with ..... or aimIar expertise: None. Why hire consultent rather then usingulsting staff of hiring staff with appropriate expertise: To staff and equip a material testing laboratory would be very expensive. Also, work load is highly variable and, at times, would not support fuR-time staff. Department(s' work for: Public WOrkslEngineering Duties: Testing Quality of materials used in the construction of public works infrastructure improvements. Work type: (ongoing. one time) Ongoing Date originelly hired: FY 90-91 Contract term (renewel dates): Annual Time ...maining on contract: 11 months Hourly rate or payment schedule: Varies depending on test performed Amount paid FY 1990/91: $26,986.44 Amount enticipated for FY 1991/92: .'50,000 FY 1991/92 budget for consultlnt: .5,OOO-funds will be reimbursed from fees. . FY 1992/93 end beyond expectations for use: Expect demand to continue at same rate, unless development decreases FY 90/91 Funding source for contract: Generel Fund Amount: Redevelopment Amount: Other: Developer. fees .5,000. FY 91/92 $5,000. .'45,000 .'45,000 Attach pertinent information Contract Agenda statement when hired consultant . RS:SB:CONSUL TICOUNClLJ7 LIBRARY CONTRACTUAL SERVICES ;s- .. ._"~....-----~",,.~._-~.,-,..,--~~_.~_... . ~ C01ISUL'DftS/CO~ SERVICES SURVEY Prof...~onal COIUIultant Contractual Service ~ Consul'tant JlalPAI Rosa Galarza Company h.-I Address: 255 Woodlawn Ave., #5 Chula Vista, CA 91910 Vendor Humber: Area of expertise: City Staff with aame or similar expertises Custodial staff Why hire consultant rather than using existing staff or hiring ataff with appropriate expertise? Leased office space for Chula Vista Literacy Team began in the middle of Fiscal Year. This was state grant which paid for all eleme~ts of the Literacy Program. Department(s) work for. Library/Literacy Team Duties: cleans office(s) on a weekly basis Work 'l'ype (ongoing ,one time...) s ongoing Date Originally Hired: 1989 Contract term(renewal dates): none ~~e remain~g on Contract: Hourly rate or payment schedule: $4.75/hr. Amount paid Py 1990-91. $589.00 Amount anticipated for FY1991-92s $900.00 n 1991-92 budget for Consultant: $900.00 n. 1992-93 and beyond expectations for useauntil South Chula Vista library opens in 1994. FY91 FY92 Punding Source for Contract. General Fund Amount: Redevelopment Amount: ~ther Cl5~ lite"'ary r.."'ant $589.00 $900.00 Attach pertinent infor.mation Contract Agenda Statement when Hired Consultant liP .- ......... CORSUL~S/CONTRACftJAL SERVICES SURVEY Professional Consul'tant Contractual Service X Consultant Ramel , Company Rame: Johnson s-Greenery JW1~ess: 260 ~ Third Avenue, Chula Vista, CA 91910 Vendor Numbers 63766 Area of expertise: Plant care City Staff with eame or similar expertise: Gardeners Why hire consul tant rather than using existing staff or hiring ataff with appropriate expertise?: Custodial staff does not have the expertise to deal with the wide array of plants within the library. Plants were over and under-watered. and usually died before service agreement. There is not enough work for a full t~me of part time City employee expert. Department(s) work for: library Duties: water, seed, prune, clean, and spray library plants. Work Type (ongoing, one time...): ongo i ng Date Originally Hired: July 1987 Contract t.erm(renewal dates): 1 year renews August 1, 1991. ~ime remaining on Contract: 1 year Hourly rate or payment schedule: $63.00 per month Amount paid FY 1990-91: $658.20 Amount anticipated for FY1991-92: $756.00 FY 1991-92 budget for Consultant: FY 1992-93 and beyond expectations for use: Punding Source for Contract: .,.General Fund Amount: Redevelopment Amount: Other "91 $658.00 FY92 $756.00 Attach pertinent information Contract Agenda Statement when Hired Consultant /1 /' CQBsuL'D.N'l'S/COftRAC'l'OAL SERVICBS SURVEY ProfessJ.onal Consultant Contractual Service ~ Consultant lIamel Company llamel FY 1991-92 vendor unknown at this time MdreSSI Vendor Numberl Area of expertise: Landscaping City Staff with same or similar expertise: Parks Why hire consultant rather than using existing staff or hiring staff with appropriate expertise?: The Library fountain area is planted four times annually with colorful flowering plants. The City's parks crew does water this area on their weekly maintenance of the Library park. Department(s) work for: Library Duties: Plant annuals in the library fountain area four times annually. Work ~ (ongoing,one time...): quarterly Date Originally Hired: FY 1989-90 Contract term(renewal dates): Unknown ~ime remaining on Contract: No contract in force at this time Hourly rate or payment schedule: varies Amount Paid FY 1990-91: $912.17 Amount anticipated for FY1991-92: $1050 . FY 1991-92 budget for Consultant: -o- Ff. 1992-93 and beyond expectations for use: Funding Source for Contract: .....-'General Fund Amount: Redevelopment Amount: Other Attach pertinent information Contract Agenda Statement when Hired Consultant FY91 FY92 912.17 1.050 If . / CORSUL'J!AR'1'S/C01ft'RACTOAL SERVICES SURVEY Profe..ional Consultant Previous Vendor CMl.,,~~.~ Well s Fargo Guard Servi ces Company !lame: .Address: 6136 Hi ssion Gorge Road #214 . San Diego, CA 92120 FyI 1991-1992 Vendor Not Sel ected Vendor Number. Area of expertise: Security Services Contractual Service x - City Staff with .ame or similar expertise. None Why hire consultant rather than using existing ataff or hiring ataff with appropriate .xpe~ise?: Uniformed and trained security guards provide 42 hrs/week, crowd control and a deterrant to anti-social behavior from Oct I to June.IS at a less expensive cost than hiring 1 full time employee with benefits. . ~partment(.) work for. Library Duties: Provi de noi se and crowd control in the 1 ibrary 6 days per week from October to June Work 'rype (ongoing,one time...): ongoing Date Originally Hired: 8/88 Contract term (renewal dates): annually 10/91 ~ime remaining on Contract I 0 Hourly rate or payment schedule: $9.47 per hour .Amount paid FY 1990-91: $12,920.00 .Amount anticipated for FY1991-92: $14,685.00 FY 1991-92 budget for Consultant. $14,685.00 FY 1992-93 and beyond expectations for use: $14,685.00 plus inflation and improved hours of coverage FI91 FY92 Pundi~g Source for Contract: v'"General Fund Amount: Redevelopment Amount: Other $12,920.00 $14,685.00 Attach pertinent information Contract Agenda Statement when Hired Consultant /9 MANAGEMENT SERVICES CONTRACTUAL SERVICES cJfJ "._.._,..._-_..._"------,..-'-~- --.....-------- ------.---- -- c:aRSULD1ft'S/~ SBRVICBS 8WtYIlIZ Rzof...I~.l CODaultaDt CODuact.ual Service B.. eoa.u1ant ..--, cc.paDy ..-.. ~clEe8sa ACE VIDEO PRODUCTIONS 4475 MISSION BLVD., SUITE 215 SAN DIEGO, CA 92019 Vendor 81D1ber. Ar.. of experti.e. 61285 V IDEO PRODUCT ION City Staff with a... or 8imilar expertisel NONE 1Ihy hire consultant rather than using existing staff or hiring ataff with appropriate expertise?1 WOULD REQUIRE LARGE CAPITAL AND PERSONNEL INVESTMENT FOR LIMITED WORK LOAD; NOT COST EtFECTIVE LfiLESS MORE VIDEO WORK IS TO BE PERFORMED. Department(.) work fora .MANAGEMENT SERVICES/PUBLIC INFORHATION Duties I TELEVISING CITY COUNCIL MEETINGS . Work ~ (ongoing, one time...) 1 ONGO I NG Date Originally Hiredl 1/91 Contract 'term(renewal dates) I 7/91 - 7/94 (3 YEARS) S'1IDe rem.aJ.n1ng on Contract 1 3 YEARS Hourly rate or payment schedulel $729 PER MEETING + $80/HOUR THAT A COUNCIL MEETING RUNS OVER 4 HOURS .Amount paid FY 1990-911 $35,552 ($14,260 PAID TO CURRENT VENDOR) .Amount anticipated f9r "1991-921 $34,000 n 1991-92 budget for Consultant. $42,131 ~ 1992-93 and ~nd expectation. for usel SIMILAR TO fY 91-92 PLUS ANNUAL CPIINCREASE PER CONTRACT 1'Y91 "92 !'unding Source for Contracts General Fund Amount 1 aedevelopllent Amount 1 Other SCOOT $17,776 $14,221 $ 3,555 $17,000 $13,600 $ 3,400 Attach pertinent .information Contract Agenda Statement when Hired Consultant $34,000 c# ~w.DB'.l'S/CXBft'RAC'1'DAL 8BRVZCBS 6UKY I5Z PJ:o~_.I....) CaDault.ant Contractual Service xxx - CaDInllt:aDt ... Oa:pa.ny ---. a Address, . CHULA VISTA CHAMBER OF COMMERCE 233 FOURTH AVENUE CHULA VISTA, CA 91910 Vendor ___-"r' -16251 .&rea of ezperti.se. INFORMATION SERVICES RECAROING CHULA VISTA City Staf~ .with .... or a1mJ.lar expertisea PUBLIC INFORMATION COORDINATOR AND MANAGEMENT SERVICES SUPPORT STAFF Why hire COIl8ultant rather than using existing staff or hiring staff with appropriate expertise?a CHAMBER OF COMMERCE PERFORMS A UNIQUE COMMUNITY ROLE. IT WOULD COST MORE TO PERFORM THIS SERVICE I N-HOUSE AND WOULD BE VERY TI ME -CONSUM I NG FOR PUBLI C I NFORMA TI ON COORD I NA TOR AND SUPPORT STAFF. Depart:ment(s) work fora MANAGEMENT SERVICES-PUBLIC INFORMATION Duties I SERVING AS A LIAISON WITH THE PUBLIC AND BUSINESS COMMUNITY. PROVIDING INFORMATION ABOUT VISITOR ATTRACTIONS, EVENTS, CITY FACILITIES, SCHOOLS, CLUBS, AND OTHER ACTIVITIES. Work 'l'ype (ongoing, one time...) a ONGO I NG Date Originally tireda 6/88 Contract 'term(renewel dates) a 7/90. - 6/91 (1 YEAR) ~J.me rema1n1Dg on Contracta NONE - UNDER NEGOTIATION FOR FY 92. Hourly rate or payment schedule a Amount paid FY 1990-91. $27,064 ~ount anticipated f9r FY1991-92a Py 1991-92 budget for Consultanta ANNUAL AMOUNT WITH QUARTERLY PAYMENT. $28,500 $28,500 Py 1992-93 and beyond expectations for usea SIMILAR Pundin; Source for Contracta . General Pund Amount a Redevelopaent Amount a Other Attach pertinent infoJ:mation Contract Agenda Statement when Hired Consultant FY91 FY92 $13,532 $13,532 $14,250 $14,250 eM- co.zj01JrAftS/CORTRAC'.l'OAL SERVICBS &OKvl5z PJ:of_8J.cmal Ccm8ultant Contractual Service ~ eoD.ultant "-VI Ce.pany "-V, ....dre... NEC COMMUNICATIONS 3821 CALLE FORTUNADA fA SAN DIECO, CA 92123 Vendor _umberl 87592 ~a of experti.e. MAINTENANCE AND SOFTWARE SUPPLIERS FOR NEC NEAX 2400 PBX TELECOMMUNICATIONS SYSTEM City Staff vlth same or aimilar expertiael SENIOR ELECTRONICS TECHNICIAN Why hire consultant rather than using exiating ataff or hiring ataff with appropriate expertise?1 STAFF IS CURRENTLY REEVALUATINC THE COST/BENEFIT FEASIBILITY OF PROVIDING AT LEAST SOM~ OF THESE SERVICES BY CITY STAFF. PREVIOUS WORKLOAD AND STAFFING LEVELS IN THE COMMUNICATIONS DIVISION MADE ACCOMMODATION OF SIGNIFICANT ADDITIONAL DUTIES IMPRACTICAL. Department ( .) work for a ALL. DEPARTMENTS Duties I REPAIR OR REPLACE DEFECTIVE TELEPHONES AND RELATED EQUIPMENT; RUN WIRING TO NEW TELEPHONE LOCATIONS; PROVIDE TECHNICAL SOFTWARE ADVICE AND ASSISTANCE; INTERFACE WITH TELEPHONE COMMUNICATION CARRIERS TO RESOLVE PROBLEMS. Work Type (ongoing, one 'time...) I ONGO I NG !)ate Originally Hiredl JANUARY 1990 Contract 'term(renewal dates) I 7-1-91 THROUGH 2-12-92 " ~1me rema1n1ng on Contract. 7 MONTHS Hourly rate or payment schedule I $1,480/HONTH Amount paid Py 1990-911 $19,356 Amount anticipated f9r FY1991-921 FY 1991-92 budget for Consultant. $18,056 IN NON-DEPARTMENTAL $18,056 IN NON-DEPARTMENTAL FY 1992-93 and beyond expectations for usel WILL INCREASE WITH ADDITIONS TO EOUIPMENT 1'Y91 1'Y92 . PuDding Source for Contractl General Fund Amount I RedevelopDent Amount I Other Attach pertinent .1nfo:r:mation Contract . Agenda Statement when Hired Consultant $19,356 $18,056 eM ~(JLD1ftS/~ SBRVICBS 81Jxvlli:J ~f_s,..-l CaIuIultaDt Contractual Service xxx - CGIunl1uat ..--, ~y ..-.. ~d.reSSI SUPERIOR DIRECT 6420 FEDERAL BLVD., '6 LEMON CROVE, CA 91945 Vendor IhmIber. 69064 .&rea of ezpe~S.1 PROVIDE ENvELOPE INSERTING SERVICES FOR LARGE MAILINGS PROVIDED TO OUTSIDE CUSTOMERS. C1 ty Staff with. same or similar expertise. NONE Why h!.re COIUIultant rather than using existing ataff or hiring aUff vi:th appropr.iate expertise? THE EXPENSE OF REOU I RED EOU I PMENT AND TRA I NINe I S COST PROH,I BIT I VE. Depart:.ment(s) work for. OUt.iesl MANAGEMENT SERVICES/INFORMATION SYSTEMS INSERT STATEMENTS INTO ENVELOPES FOR LARGE MAILINGS. Work ~ (ongoing, one time...). Oate Originally tired. 1981 Contract term(renewal dates) I 7-1-91 THROUGH 6-30-92 ONCOINC (EACH BILLINC CYCLE) ~J.ae rema1n1ng on Contractl NEW CONTRACT NOT YET ESTABLISHED Bourly rate or payment schedule. .Amount paid FY 1990-9.11 $5,150 .Amount anticipated f9r n1991-921 Py 1991-92 budget for Consultantl ANTICIPATED RATE IS $487/BILLINC CYCLE WITH 8 BILLING CYCLES/YEAR $3,900 $6,000 Py 1992-93 and beyond expectations for use. $4,000 UNLESS OUTSIDE CUSTOMERS REDUCE DESIRED SERVICES. FY91 n92 !'unding Source for Contract. General I"und Amount I Redevelopaent AmOuntl ~er EXTERNAL CUSTOMERS $0 $0 $5,150 $3,900 Attach pertinent .information Ccmtract Agenda Statement when Hired Consultant elf. CORSUL'l'AR'l'S/COBTRAC'l'OAL SERVICES SURVEY ProfessJ.onal Consultant Contractual Service ~ Consultant Ramel Company Ramel Address: UNDETERMINED Vendor Number I N/A Area of expertise: BULK MAIL PROCESSING City Staff with same or similar expertise: ALL CLERICAL STAFF Why hire consultant rather than using existing staff or hiring staff with appropriate expertise?: TIME/LABOR INTENSIVE WORK BEST LEFT TO A SPECIALIZED FIRM, MORE COST-EFFECTIVE. MAIL1NG HOUSE ALSO KEEPS LISTS CURRENT. Department(s) work for: MANACEMENT SERVICES/PUBLIC INFORMATION Duties: LABELS AND SORTING FOR BULK MAILING OF TH'E QUARTERLY NEWSLETTER Work Type (ongoing,one time...): Date Originally Hired: N/A Contract term(renewal dates): N/A Time remaining on Contract: N/A Hourly rate or payment schedule: Amount paid FY 1990-91: $2,500 Amount anticipated f~r FY1991-92: $2,200 ONGOING BULK MAIL PREPARATION $16-20 PER 1,000; $25 DELIVERY TO POST OFFICE FY 1991-92 budget for Consultant: $2,200 FY 1992-93 and beyond expectations for use: Funding Source for Contract: General Fund Amount: Redevelopment Amount: Other SCOOT SEWER Attach pertinent information Contract Agenda Statement when Hired ~ SIMILAR LEVEL, ONGOING FY91 FY92 $ 500 $1,250 $ 375 $ 375 $ 440 $1,100 $ 330 $ 330, Consultant CONSUL'rAH'l's/coN'1'RAC'1'OAL SERVICES SURVEY Professional Consultant Contractual Service xx Consul tant Rame: UNDETERMINED Company Name: Address: Vendor Number: N/A Area of expertise: SPECIALIZED PHOTOGRAPHY City Staff with same or similar expertise: PUBLIC INFORMATION COORDINATOR Why hire consultant rather than using existing staff or hiring staff with appropriate expertise?: SPECIALIZED AND PERIODIC NATURE OF THE WORK DOES NOT JUSTIFY HIRING FULL-TIME PROFESSIONAL PHOTOGRAPHER. SOMETIMES USE FOR ROUTINE PHOTOGRAPHY IF STAFF TIME UNAVAILABLE. Department (s) work for: MANAGEMENT SERVICES/PUBLIC INFORMATION Duties: PHOTOGRAPHY FOR QUARTERLY, BROCHURES AND SPECIAL EVENTS. Work Type (ongoing,one time...): Date Originally Hired: N/A Contract term(renewal dates): N/A ONGOING Time remaining on Contract: N/A Hourly rate or payment schedule: N/A Amount paid FY 1990-91: $683 Amount anticipated for FY1991-92: $0 - $2,300 FY 1991-92 budget for Consultant: $2,300 FY 1992-93 and beyond expectations for use: VARIES BASED ON ASSIGNED PROJECTS. FY91 FY92 Funding Source for Contract: General Fund Amount: Redevelopment Amount: Other $427 $256 $1,322 978 Attach pertinent information Contract Agenda Statement when Hired Consultant jlb CORSUL'rARTs/cONTRAC'l'UAL SERVICES SURVEY Professional Consultant Contractual Service xxx Consultant RiDIe I Company Rame: Address: UNDETERM I NED Vendor Number I N/A Area of expertise: PRINTING AND BINDING City Staff with same or s~ilar expertise: OFFSET PRINT SUPERVISOR Why hire consultant rather than using existing staff or hiring staff with appropriate expertise?: DUPLICATING SERVICES HAS LIMITED CAPABILITY. CAPABILITY TO PRODUCE PROFESSIONAL QUALJTY AND COLOR MATERIAL WOULD REQUIRE LARGE CAPITAL INVESTMENT FOR LIMITED, SPORADIC WORKLOAD. Department (s) work for: MANAGEMENT SERV I CES/PUBLf C I NFORMA TI ON Duties: PRINTING AND BINDING OF VARIOUS CITY PUBLICATIONS; MAINLY FOR QUARTERLY NEWSLETTER ($28,000). Work Type (ongoing,one time...): Date Originally Hired: WA Contract term(renewal dates): N/A T~e remaining on Contract: N/A Hourly rate or payment schedule: N/A ONGOING Amount paid FY 1990-91: $28,663 Amount anticipated for FY1991-92: FY 1991-92 budget for Consultant: $28,800 $28,800 FY 1992-93 and beyond expectations for use: SIMILAR TO CURRENT FISCAL YEAR. FY91 FY92 Funding Source for Contract: General Fund Amount: Redevelopment Amount: Other SCOOT SEWER Attach pertinent information Contract Agenda Statement when Hired $ 6,029 $14,244 $ 4,195 $ 4,195 $ 6,060 $14,340 $ 4,200 $ 4,200 Consultant ~7 CORSUL~S/CORTRAC'l'tJAL SERVICES SO'KvJS~ Profess.1cmal Consultant Contractual Service ~ Consultant B..-e. Company Jlaael Address: UNDETERMINED Vendor Numberl N/ A Area of expertise: ADVERTISING - SPECIALIZED PRINTING C.1ty Staff with same or similar expertise: NONE Why hire consultant rather than using existing staff or hiring staff with appropriate expertise?: CAPABILITY TO PRODUCE PROFESSIONAL QUALITY OR COLOR MATERIAL WOULD REQUIRE LARGE CAPITAL AND PERSONNEL INVESTMENT. Department(s) work for: MANAGEMENT SERVICES/PUBLIC INFORMATION Duties: PRINTING INTERIOR BUS ADVERTISING SIGNS Work Type ( ongoing, one time...): ONGOING Date Originally Hired: N/A Contract term(renewal dates): N/A Time remaining on Contract: N/A Hourly rate or payment schedule: N/A Amount paid FY 1990-91: $2,479 Amount anticipated for FY1991-92: FY 1991-92 budget for Consultant: $3,600 $3,600 FY 1992-93 and beyond expectations for use: SIMILAR LEVEL ONGOING FY91 FY92 PuDding Source for Contract: General Fund Amount: Redevelopment Amount: Other $1,480 $1,480 $1,800 $1,800 Attach pertinent information Contract Agenda Statement when Hired Consultant )f c::o.sOLBftS/COB'lRAC'1'OAL 8BRVICBS aoavl5% Prof_a1OB- J CaDaultant COntractual Service ~ CcDaul1:a1lt 1Iar"-, ec.peny "~7'"' ~dJ:essa Vendor ~rl M/A Area of expertJ..el TVPESETT INe: AND GRAPH I C DES I CN UNDETERMINED City Staff vJ.th. a... Dr 81m1lar expert.1sel NONE Why hixe consultant rather than using existing staff or hir.1ng ataff with appropriate expertise?1 EXISTINe: STAFF DO NOT HAVE THE TIME OR SKILLS NEEDED TO FUNCTION AS A CRAPHIC ARTIST, NOR DO THEY HAVE THE PROPER EQUIPMENT. STAFF PLANS TO EVALUATE THE COST-EFFECTIVENESS OF COMBINING CITY-WIDE GRAPHIC ARTIST RESPONSIBILITIES INTO A NEW POSITION FOR POTENTIAL CONSIDERATION IN NEXT YEAR'S BUDGET. Department(s) work fora MANACEMENT SERVICES/PUBLIC INFORMATION Duties I TYPESETTINC AND GRAPHIC DESleN WORK FOR VARIOUS CITY PUBLICATIONS INCLUDINC THE CHULA VISTA QUARTERLY. . Work ~ (ongoing, one time...) 1 ONCO I NC - PROJECT BASED Date Originally Hiredl NIA Contract tez:m(renewal dates)1 NIA ~.l.JDe remainJ.Dg on Contract 1 NIA Hourly rate or payment schedulel NIA Amount paid 1'Y 1990-911 $11,531 Amount anticipated f9r "1991-921 $10,400 n 1991-92 budget for Consultantl $10,400 . ~ 1992-93 and ~nd expectat.1ons for usel SIMILAR, WITH SOME VARIATIONS BASED ON PROJECT MIX. "91 "92 ~ing Source for Contracts General Fund Amount I ltedevelopDent Amount I Other Attach pertinent 1nfoDlatlon Contract Agenda Statement when Hired Consultant $7,206 $4,324 $5,980 $4,420 d21 CONSUL'rARTS/CONTRACTUAL SERVICES SURVEY Professional Consultant Contractual Service X Consultant Name: UNDETERMINED Company Name: Address: Vendor Number: Area of expertise: VIDEO PRODUCTION TECHNICAL ASSISTANCE City Staff with same or similar expertise: NONE Why hire consultant rather than using existing staff or hiring staff with appropriate expertise?: WOULD REQUIRE LARGE CAPITAL & PERSONNEL INVESTMENT FOR LIMITED, SPORADIC WORKLOAD.. Department (s) work for: MANAGEMENT SERVICES/PUBLIC INFORMATION Duties: VIDEO TECHNICAL ASSISTANCE WITH STATE OF THE CITY ADDRESS AND PUBLIC SERVICE ANNOUNCEMENTS Work Type (ongoing,one time...): ONGOING Date Originally Hired: .N/A Contract term(renewal dates): N/A Time remaining on Contract: N/A Hourly rate or payment schedule: N/A Amount paid FY 1990-91: $4,350 Amount anticipated for FY1991-92: FY 1991~92 budget for Consultant: $6,000 $6,000 FY 1992-93 and beyond expectations for use: SIMILAR TO FY 92 FY91 FY92 Funding Source for Contract: General Fund Amount: Redevelopment Amount: Other $2,719 $1,631 $3,450 $2,550 Attach pertinent informat~on Contract Agenda Statement when Hired Consultant 3/J ~~wrs/~ SBRVICBS 8C1KYIU ~f_.J.OI".l CoIUIult:aDt Contractual Service xx - CoD8u1~t .. ec.panY ....1 &ltdreaaa t UNISYS 5 MUTTON CENTER DRIVE SANTA ANA. CA 92707 Vendor lfUJDberl 51612 Area of ezpertJ..e, MA I NFRAME COMPUTER MA I HTEHANCE C1 ty Staff wJ.t;h a... or 81m1lar expertise. NONE Why hire COJl8ultant rather than using existing staff or hiring ataff with appropriate expertise? THE LEVEL OF TRAINING. SOPHISTICATION OF TESTING EQUIPMENT AND BACKUP SUPPORT PERSONNEL AND NECESSARY PARTS INVENTORY WOULD BE PROHIBITIVELY EXPENSIVE TO OBTAIN IN-HOUSE. Department (.) work for. MANAGEJoIENT SERV I CESII NFORMA T I ON SYSTEMS Duties I . REPAIR DEFECTIVE COMPONENTS IN MAINFRAME COMPUTER AND ASSOCIATED PERIPHERAL DEVICES Work :rYP& (ODgoing , one time...) 1 ONGO I NG Date Originally Hired. 1975 Contract 1:.exa(renewal dates) 1 9-17-90 THROUGH 9-16-91 S'1me remainiDg on Contract a 1 MONTH Sourly rate or payment schedulel $1.768 MONTHLY Amount paid n 1990-911 $29.129 Amount anticipated f9r n1991-921 $33.11+8 IT 1991~92 budget for Consultant I $33.148 n 1992-93 and J)eyond expectations for u.e. ONGOING FY91 FY92 WUnding Source for Contracta General Fund Amount. RedevelopDent Amount. Other EXTERNAL CUSTOMERS $19.225 $21.878 2~.~~; $ . ~~.~r~ $ , Attach pertinent information Contract Agenda Statement when Hired Consultant $/ CONTRACTUAL SERVICES NATURE INTERPRETIVE CENTER s..:1 CONSULTANTS SURVEY (Including Contract Employees) Consultant Name: Conpany Name: Address~ N/A Aquatic Design Systems 4588. Conrad Dr la Mesa, CA 92041 Area of expertise: Aquarium maintenance, repair and disease management . City Staff with same or similar expertise: None Why hire consultant rather than using existing staff or hiring staff with appropriate expertise?: City staff not available and full-time aquarist would cost around $35,000 a year. . Department(s) work for: Duties: N/A Work Type (ongoing,one tL~e...): Ongoing Date Originally Hired: July, 1987 Contract term(renewal dates): 8/1/91 - 7/31/92 PO Term Time remaining on Contract: One Year Hourly rate or payment schedule: Monthly Amount paid FY 1990-91: $7,071 Amount anticipated for FY1991-92: $7,000 FY 1991-92 budget for-Consultant: $7,000 Service FY 1992-93 and beyond expectations for use: We expect to continue using this vendor. FY91 FY92 Funding Source for Contract: General Fund Amount: $7,071 $7,000 Redevelopment Amount: Other Attach pertinant information Contract None . Agenda Statement when Hired Consultant RETURN TO DAWN HERRING (3075) BY JULY 29, 1991 3E . DtiI~txlWl6M Conpany Name: Address: CONSULTANTS SURVEY (Including Contract Employees) Central Graphics 725 13th St San .Diego, CA 92101 Area of expertise: Printing . City Staff with same or similar expertise: Pri nt Shop . Why hire consultant rather than using existing staff or hiring staff with appropriate expertise?: City print shop does not have t~e ability to utilize our compter-generated layout nor the capacity to print at a resultion of 1170 DPI on recycled magazine stock. Th~ cos~ of the n~cessary printer.alone is more than $100,000. Department(s) work for: Duties: N/A Work Type (on90in9,one time...): Ongoing Date Originally Hired: September, 1987 Contract ter.m(renewal dates): 8/1/91 - 7/31/92 PO term Time remaining on Contract: One Year Hourly rate or payment schedule: Monthly Amount paid FY 1990-91: $11,187 Amount anticipated for FY1991-92: $10,500 FY 1991-92 budget for Consultant: $10,500 Service FY 1992-93 and beyond expectations for use: We expect to contip~fsing this venW92 Funding Source for Contract: General Fund Amount: Redevelopment Amount: $11,187 $10,500 Other Attach pertinant information Contract None Agenda Statement when Hired Consultant RETURN TO DAWN HERRING (3075) BY JULY 29, 1991 ~v- . . CONSULTANTS SURVEY (Including Contract Employees) Consultant Hame: Conpany Hame: Address: N/A Platt Landscaping 471 Carva 1 os Dr Chula Vista, CA 91910 Area of expertise: Landscape maintenance and irrigation system repair. . City Staff with same or similar expertise: Park & Recreation Dept Why hire consultant rather than using existing staff or hiring staff with appropriate expertise?: We do net require a full-time person fo~ these tasks. Department(s) work for: Duties: N/A Work Type (ongoing,one tL~e...): Ongoing Date Originally Hired: July, 1991 Contract term(renewal dates): 7/15/91 - 7/14/92 T~e remaining on Contract: One Year Hourly rate or payment schedule: Monthly Amount paid FY 1990-91: $4,813 to a different vendor Amount anticipated for FY1991-92: $5,150 FY 1991-92 budget for Consultant: $5,150 Service Contract FY 1992-93 and beyond expectations for use: We expect to continue using this vendor . FY91 FY92 Funding Source for Contract: General Fund Amount: Redevelopment Amount: Other $4,813 $5,150 Attach pertinant information Contract See Attachment Agenda Statement when Hired Consultant RETURN TO DAWN HERRING (3075) BY JULY 29, 1991 ~ PARKS AND RECREATION CONTRACTUAL SERVICES ~ '_0" _.__,...___~.H___.__~___'___ City Btaff wIth aame or similar expertise a None Why hIre consultant rather than using existing staff or hiring ataff with appropriate expertise? 1 City staff is not licensed to perform ~h1s type of work. Departaent(s) work for. Parks and Recreation Duties: Gopher control Work 'l'ype (ongoing, one time...) a Gopher control (ongoing) Date OrIginally Hireda July 1, 1988 Contract t.erm(renewal dates): July 1, 1988 ~ime remaining on Contract: Eleven months Bourly rate or payment schedule: $650.00 per month Amount paid FY 1990-911 $7,600.00 Amount anticipated for FY1991-921 $7,800.00 n 1991-92 budget for Consultant. $7,800.00 n 1992-93 and beyond expectations for use. Annual PY91 "92 Funding Source for Contract. General Pund Amount: GIF $1,800.00 RedevelopDEtnt Amount. Other Attach pertinent information Contract . Agenda Statement when Hired Consultant GIF $7,800.00 $7 -..- - co.&~/~ SERVICES 8ukvJU Pro~.aaJ.OIUll CoD8ul tent CoDuactual Service xx - CoIlll1l1 t:aa1; ~c ~fty ...~c American Golf Corporation ~dxea., 1633 26 Street Santa Monica. CA 90404 Vendor Ihmaberl Ar.a of expertiae. Golf Course Management City Staff nth .... or aimilar expertise: None 'Why hire consul tant rather than using existing staff or hiring .taff with appropriate expertise?: Prior to 1984. the golf course was ~naged by City staff. During this time the course did not generate an income for the City. but incurred an indebtedness. Under the current lease arrangement the golf course is a source of revenue. Department(s) work for. Duties: Work ~ (ongoing, one time...): Date Originally Hired1 Lease agreement dated Oct.-IS. 1984 Contract term(renewal dates) 1 22 years plus anothe,r '*10 year extension at the Lessee',s option '.(Renewal in ',2006 and 2011)*extens;on i,n 5 yr. increments) ~1me remaining on Contract I . . '151 .years . Sourly rate or payment schedule: nla Amount paid Py 1990-911 nla Amount anticipated for FY1991-921 nla ~ 1991-92 budget for Consultantl nla Py 1992-93 and beyond expectations for usel FY91 "92 PuDding Source for Contractl General Fund Amountl Redevelopment AmOuntl Other Attach pertinent information Contract . Agenda Statement when Hired Consultant x x ~ 'I t f ~/~ 8ERVICBS 8UKVISS PZOf...J..GDal Ccm8ulunt Contractual Ben-i.ce xx (lease agreement) ---- CoIlln11 bDt; .. T I ~1lY JllrT I Adelre... Vendor JfwDber. Area of experti.e. Restaurant and Bar Management American Golf Corporation 1633 26 Street Santa Monica, CA 90404 City Staff with .ame or aimilar expertise. None Why hire conaultant rather than using existi.ng staff or hiring .taff with appropriate expertise?, It is preferable to hire R.estaurant and Bar Management personnel for this operation. Department(s) work forI Park.s and Recreation !)otiesl Operate a restaurant and bar at Chula Vista Municipal Golf Course. Work '.rype (ongoing,one time...). Ongoing Date Originally Hiredl Lease agreement dated July I, 1986 Contract 'teDl(renewal dates): July I, 1996 - July I, 2006 - July 1, 2016 ~ime remaining on Contract. 15 years Hourly rate or payment achedule. n/a Amount paid I'Y 1990-911 nla Amount anticipated for FY1991-92: nla Py 1991-92 budget for Consultant. . n/" rY 1992-93 and beyond expectations for use. FY91 FY92 hnding Source for Contract. General l'und Amount I RedevelopDent Amount I Other x x City realizes a positive revenue source on'the golf course restaurant operation. Attach pertinent ~nfor.mation Contract Agenda Statement when Hired Consultant ~7 COltSULDBTS/C01I'1'RAC'ftIA SERVICBS 8CJkv15z PJ:of....1C11Ull CoJuIul tant Contractual Service -Jr..... CoIuIu11:lul~ "'11 Co.pany .--, Blue Skies Landscape :.address. P. O. Box 17026 San Diego, CA92177 Vendor IhmIber I 84755 Area of experti.e. Landscape Maintenance CJ.ty Staff v1th aame or similar expertise. Parks Division staff Why hire consultant rather than using existing ataff or hiring .taff with appropriate expertise? Staff estimates a savings of approximately $73,000.00 less than if performed by staff. Departlllent{s) work fOr'Parks and Recreation Ehltiesl Performance of landscape maintenance of open space for Open Space pistrict 2, 6, 11, 14 and 15 Work '1'ype (ongoing,one time...) I Ongoing Date Originally Siredl May 16, 1989 Resol. 14092 Contract term(renewal dates) I June 30, 1992, 1993, 1994, ~1me remaining on Contract I June 30, 1992 (11 months) Hourly rate or payment achedule: Monthly payments Amount paid Py 1990-911 $250,820.00 Amount anticipated for FY1991-921 $265,870.00 n 1991-92 budget for Consultant 1 $265,870.00 I'Y 1992-93 and beyond expectations for usel Renewal clause tied to CPO increa the previous calendar year. . fi91 FY92 ~dlng Source for Contractl General Fund Amount 1 Redevelopment Amount 1 ~.rLandsca~e maintenance assessment ~istricts Attach pertinent information Contract . Agenda Statement when Hired Consultant ~ ~ ~ ~/~ 8BRVICBS DuaVJ5Z ~~_.lc.-l eaaau.lbmt CoAtzactul "nice X - CaIuI1a1~ .. .. RIA C\ ~WIIy .---, 0lU1a Vista Parks , Recreatial ~., 276 Fourth Avenue, cv 91910 Vendor Jrn-~r' RIA . ~ of ezpertJ...e. Hay inclu:1e supervisicn, ftports,' budgets, "basic" ~~t.imal badtgr:ama. ~c staff 'IIf!lY mquize the IRII'le plus two , _ ~ '.mdna wi1:h tile Develoarentally Disabled. a.~y SUff v.1t.h ._ or .hUlar experti..1 . Inclur5es~. ~a1 ~~eli~, 't~~?'S, and Aides. Why ~re ooftaultant rather than u.ing exi.ting ataff or hiring ataff .1~ appropr.1ate experti..?, Does not require Ceneral Fund rrr.nies. ' Depan:ment(a) work for. Parks & Rec2:eatial INti.a. Assists, pmpa%eS, coordinates daily amp activities for children, ages 8 - 12 and for Develq:mmtally Disabled, ages 6 t:hn1 adult. Work ~ (ongoillg,one time...)1 ~ar-nal !)ate Or.1g1nally B1nd~ B-a-mal (01.ri.stnBs, Easter, & S\mner) Contract tex:m(renewal dat..) 1 10 weeks or less 'J:1ae zuaa1n1ng OD Contract I 5 weeks Bourly %ate or paJmeDt .chec1ulel $6.00 - $lO.OO,lhr paid bi-weekly ~unt paid Fr 1990-911 Appzax. $23,000.00 ~unt antic1pated for n1991-921 App.~. $25,000.00 IT 1991-'2 budget for Con.ultant. N/A IT 1"2-'3 and IMtyond expectation. for u... Expected to .incxease by 5 percer n91 ri'92 1'u.Dc11ng Source for Cont.ract. General rune! Amount. 'Jledevelopaent. Amount I Other Self-~Bri'.Ai n; nn Fees wilf be Bet to pay all CXI'1tracts At.tach pertinent J.nfoxmation Contract Agenda Statement when Hired Consultant II ., CCBlsm..DftS/~ SBRVICBS SUKYI5J: Prof_aJ.cmal Consultant Contractual Service -1- eoa.ultant --11"' County of San Diego Probation Department C~y ..--, A6tclreaaa P. O. Box 23596, San Diego, CA 92123 Vendor IIwDber I 65155 Area of expertJ.ae. City Staff wJ.th same or aimilar expertise 1 Gardeners Why hire consultant rather than using existing staff or hiring ataff with appropriate expertise? 1 It is not cost effective to use full cost employees to perform this type of work versus a fifteen person crew with transportation and supervision. Department (.) work for 1 Parks Tree Duties: Pruning, Shrubs and weeds removal Work Type (ongoing,one time...) 1 Project by Project Date Originally Hired: October 20, 1987 Contract term(renewal dates): July 1, .1991 ~ime remaining on Contract: Eleven months Hourly rate or payment schedule: $310.00 per t:rew per day .Amount paid FY 1990-911 $1,040.00 .Amount anticipated for FY1991-92: $5,200.00 n 1991-92 budget for Consultant: $5,200.00 n 1992-93 and beyond expectations for use: Annual FY91 Funding Source for Contract: 100-1520-5298 General Fund Amount: $1,040.00 Redevelopment Amount: Other Attach pertinent information Contract Agenda Statement when Hired Consultant PY92 100-1520-5298 $5,200.00 L/tl- . t . o:.6U111'A1ft'S/~ SBRVICBS 8UKY15X Pxo~...J.ODAl CoDaul t:.aDt CoDtractual Service -U.. Coaault:eat V--v, ec.paWlY -.--, County of San Diego Probation Department ~d.rea.1 P. O. Box 23596 San Diego, CA 92123 Vendor IIm8bera 950093 Area of expenJ..e. Providing fire clearances. labor or revegetation planting projects. City Staf~ vJ.th aame or .1milar expertise. Maintenance Gardener I Why hire consultant rather than using existing staff or hiring ataff with appropriate expertise? 1 Inmate labor work crews provide the absolutely lowest cost per non skilled labor available. Approximately 90 staff hours labor for $310.00 Department(a) work for. Parks and Recreation tnltiesl Performing fire clearances. planting labor on revegetation projects. Work '1'ype (ongoing, one time...) 1 Twice per year, summer for f,ire clearance, fall and spring for planting projects. Date Originally Hired. October 20, 1987 Contract term(renewal dates) 1 Ongoing -r1ae remaining on Contract. Ongoing Hourly rate or payment schedule 1 As work is performed Amount paid !'Y 1990-91. $20,150.00 .AJDount anticipated for FY199l-921 $20.150.00 1'Y 1991-92 budget for Consultant. $20,150.00 1'Y 1992-93 and beyond expectations for use. $20,150.00 l"Y91 1'Y92 Funding Source for Contract. General Fund Amount 1 Redevelopment Amount. ~erSpecial assessment districts for landscape maintenance Attach pertinent information Contract . Agenda Statement when. Hired Consultant P. o. 196244 tfj CC*SUL~/COR'rRAC'l'DAL SERVICES SUJ\Yln ~f_a.l.OIUll CoIuIultant Contractual Service x - CaDII1l1. 'taIlt -.,... ec.paDY ..~. AtIclreaa. Environmental Care Inc. 8500 Miramar Place San Diego, CA 92121 Vendor 1IwIIberl 27941 Area of expertia.. Landscape maintenance City Suff with aame or aimilar experti.ea Parks maintenance staff Why hire consultant rather than using existing .taff or hiring ataff with appropriate expertise? a More cost effective to be done by contractoI due to scope and physical characteristics of project area. Depar1:ment(s) work for a Parks and Recreation Duties J Perform landscape maintenance for EastLake Maintenance District No.1 Work ~ (ongoing, one time...) a Ongoing Date Originally Hireda November 13, 1990 Contract term(renewal dates) I June 30, 1992, 1993, 1994 ~i.JDe remaining on Contract 1 June 30, 1991 Hourly rate or payment schedule a Monthly Amount paid 1"Y 1990-911 $33,220.00 Amount anticipated for FY199l-921 $35,200.00 Py 1991-92 budget for Consultant. $35,200.00 Py 1992-93 and beyond expectation. for uselRenewal clause tied to cpr . increases the previous calendar year. FY9l FY92 Funding Sourc. for Contractl " General Fund .Amount a Redevelopment .Amount I ~.rSDecial assessment districts for ~andscape maintenance Attach pertinent information Contract Agenda Statement when Hired Consultant Lit( . CCII&dl4!AJft'S/~ aDVICES 8UKYIU PZO~_.J.QIUll CoILaulUnt Contractual Service xx - ec.lnIlt:aDt ~1' I ~y ..-v I Foster's Landscape ~..a 4378 Felton' San Diego. CA 92104 Vendor Ilumbera93796 Area of experti... Landscape maintenance of open space CJ.ty Staff nth .... Dr similar expertise, Parks Division maintenance staff Why hire consultant rather than using existing .taff or hiring .taff with appropriate expertise?, Staff estimates a savings of $108.350.00 ~haD if perforaed by staff. Department(.) work for'Parks and Recreation Duties I Landscape maintenance of Open Space District #20. 117 acres. Work '1'ype (ongoing, one 'time...) I Ongoing Date Originally Hireda February 26. 1991 Contract tez:m(renewal dates) 1 June 30. 1992. 1993. 1994 ~1IIe remaining on Contract I June 30. 1991 Hourly rate Dr payment schedule 1 Monthly Amount paid FY 1990-911 $43.760.00 Amount anticipated for FY1991-921 $139.160.00 IT 1991-92 budget for Consultant I $139.160.00 IT 1992-93 and beyond expectations for usel Renewal clause tied to CPI increases the previous calendar year FY91 n92 PuDding Source ~or Contractl General Pund Amount I lledevelopaent Amount. ~.r Special assessment districts for,landscape ..intenan~e Attach pertinent information Contract .,' Agenda Statement when Hired Consultant Resol 16078 t/s-- " l I I t CCMDw,,'rAlft'S/COlft'RAC'1'DAL SERVICES 8UKY JU ~f..aiOlUll CoDaultant Contractual Serv~ce x - CaD.lIlt:amt ...... Frank Chaboudy eo.pany ---, N/ A Iv'd.re... Chula Vista Tennis Center. 900 Otay Lakes Rd. Cbula Vista. CA 91910 Vendor IIwIberl N/A Area of ezpert~ael Tennis Pro City Staff with aame or aimilar expertisel None Why h~re consultant rather than using existing staff or hiring ataff with appropr~ate expertise? 1 Pro bas unique skills and experience in Tennis Instruction OepartlBent (.) work for 1 Parks and Recreation Ehltiesl Oversee operations at Chula Vista Tennis Center to include the operation of a Pro Shop. development of a comprehensive Tennis Program to include adult and youth instruction. coordination of tournaments and clines. and maintenance of the tennis courts and Pro Shop Building. Work ~ (ongoing, one time...) 1 Ongoing Date Originally Hiredl February 5. 1991 Contract te%Dl(renewal dates) 1 Five years -rime remaining on Contractl 41 years Hourly rate or payment schedulel None - Contractor charges fees for various services which are retained to offset operating expenses. Amount paid Py 1990-911 None Amount anticipated for FY1991-921None ~ 1991~92 budget for Consultant I None ~ 1992-93 and beyond expectations for USelNone PuDding Source for Contractl General Fund Amount I Redevelopment Amount I Other Attach pertinent infoxmation Contract Agenda Statement when Hired Consultant February 5. 1991 FY91 N/A "92 . 14 ~ COIISIA.~/COR'.rRAC'l'UAL SBRVICBS SUKVln ~~_a.1cma1 CoD8u1tant Contractual Service 2- CaD1f1l1~t ...-. ~'Dy p--- I J . S Power Cleaning ~d%e..1 P. o. Box 530009 San Diego, CA 92153 Vendor Ilwaberl84733 Area of experti.e, C1qr Staff with a&me or a1milar expertisel None Why hire consultant rather than using existing staff or hiring ataff with appropriate expertise? I Departaent(a) work fori Parks and Recreation (Park Maintenance) Duties I Sweeping of parking lot at "J" Street Marina and Bays1de Park Work ~ (ongoing, one time...) I Ongoing Date Ori9inally Hired I July 1, 1989 Contract teJ:ID(renewal dates) I July 1, 1991 S'ime remaining on Contract I Eleven Months Hourly rate or payment achedulel $400.00 per month Amount paid n 1990-91, $4,800.00 Amount- anticipated for FY1991-921 $4,800.00 n 1991~92 budget for Consultantl $4,800.00 n 1992-93 and beyond expectations for use~nual J'Y91 J'Y92 Punding Source for Contractl General Fund Amount I Redevelopment AmOuntl Other Port District $4,800.00 $4,800.00 Attach pertinent information Contract . Agenda Statement when Hired Consultant '1 Laidlaw Waste Systems P. O. Box 967 Cbula Vista. CA 92012 Vendor Itwaberl Area of expertiae I Waste disposal City Staff with .... Dr .imilar eXpertiS.INone 1Ihy hire conaultant rather than using existing staff or hiring etaff with appropriate expertise? I There exists no existing staff with appropriate expertise Department(a) work forlParks and Recreation Duties I Provide 40 cubic yard roll off dumpsters f,or waste removal of brush generatl from fire clearances for the Fire Marshal Work ~ (ongoing,one time...) I Ongoing, onee a year during fire season Oate Originally Hired. Contract teJ:Dl(renewal dates) IP. o. requested yearly 'rime remaining on Contract. June 30, 1992 Hourly rate or payment achedule I as us'ed, monthly billings Amount paid Py 1990-911$1l.855.00 Amount anticipated for "1991-921 $11.855.00 I'Y 1991-92 budget for Consultantl $11.855.00 I'Y 1992-93 and beyond expectations for usel dumpster fees are associated with changes in land ftll trees. Approximately $210.00/dumpster "91 1'Y92 Funding Source for Contractl General l'und Amount 1 RedevelopDent AmOuntl Other .neeial assessment districts for ~andscape maintenance Attach pertinent information Contract Agenda Statement when Hired Consultant t(f , t ~ i cc.SULD1ft'S/COlft'RAC'1'UAL SBRVICBS 8ukvl5J: ~f...i.QD&l CoD8ult:ant Contractual Service x - CaD8u11:aDt "-T 1 ~ft7 -'--1 HcGee Maintenance Service ~"na..1 38 Gentry Way Chula Vista, CA 91911 Vendor Jlumberl 81001 Area of experti.e. Custodial Maintenance City Staff with a... or .imilar expertisel Yes Why hJ.re consultant rather than using existing staff or hiring ataff with appropriate expertise? I Upon annexation of the Montgomery area, the City took over operations at Lauderbach Community Center. The Center was being ~intained through a contractual agreement under the MAAC Project (the building administrator prior to the annexation) the City continued this arrangement. The annual cost of contractual maintenance is lower than if supplied by the City. Department(s) work fori Parks and Recreation Duties I Provide custodial maintenance for Community Center Work ~ (ongoing, one time...). Ongoing Date Originally Hired. September 12, 1990 Contract texm(renewal dates). Annual (Period ending June 30 of each year) ~1ae remaining on Contract I 11 months Hourly rate or payment .chedule. Konthly Amount paid I'Y 1990-911 $9,275.00 Amount anticipated for FY1991-92. $9,000.00 n 1991-92 budget for Consultant. $8, 724.00 n 1992-93 and beyond expectations for usel$9,500.00 (+) FY91 "92 PuDding Source for Contract. General Pand Amount. Rec1evelopaent Amount. . Other $9,275.00 $8,724.00 Attach pertinent infoDlation Contract . Agenda Stat_ent when Hired Consul tent N/ A ifr O*z:tUI.IIJ'.AftS/COlft"RAC!'DALSBRVICBS 8UKY IrOX ltzor_aJ.aaal Ccmaultant Ccmtractual Service ~ CoDaultant ..-., ~DY -.--, ~d.rea.1 Il C Landscape 4113 Sweetwater Rd. Bonita CA 91902 . Vendor Ihmberl 50341 Area of ezpertiae. Open Space landscape maintenance City Stafr with .ame or similar expertise, Parks Division maintenance staff Why hire consultant rather than using existing ataff or hiring staff with appropriate expertise?, Staff esUaatesfa savings of approximately $169.000.00 than if performed by in house maintenance staff. 1M!"'rt:W\8nt(s) work fori Parks and Recreation Duties I Landscape maintenance for Open Space Districts 1. 3. 4. 5, 7, 8, 9, 10, and 18. (269 total acres of open space) Work ~ (ongoing, one time...) I ongoing Date Originally Hiredl July-I, 1988 Contract texm(renewal dates) IJune 30. 1992, 1993 -rime rema1n1.ng on Contract I June 30, 1991 Hourly rate or payment schedule: Monthly payment schedule Amount paid FY 1990-911 $214,510.00 Amount anticipated for FY1991-92: $227,390.00 n 1991-92 budget for Consultant, $227.390.00 n 1992-93 and beyond expectations for uselrenewal clause tied to CPl increased the previous calendar year. PuDding Source for Contractl General l'und Amount, Redevelopment Amount I OtherSpecial assessment districts for landscape maintenanc~ FY91 "92 Attach pertinent information Contract Agenda Statement when Hired Consultant $0 cc.1tw.BW1'S/COlft'RAC'nJAL SERVICES SUKYI5X P%o~..aj.ODal CoIlsul tant CoDtractual Service CaIaaU1ta1l~ "-8. ~fty ---v I . San Dieguito Publishing, Inc. Add.reaa. 1910 Diamond Street San Marcos, CA 92069 Vendor ......)war. &rea of expertise I Printing/Binding Brochures x - City Staff v1t:.h .ame or similar expertise I Why Mr. consultant rather than using existing staff or hiring .taff with appropriate expertise? I Departaent(s) work forI Parks and Recreation !)utie. I Printing and Binding Brochures Work 'Jlype (ongoing, one time...) I Ongoing Date Originally Bired I On purchasing bid Contract teDD(renewal dates) I 'l'J.me remaJ.n.lng on ContractIon p.o. basis Hourly rate or payment schedule: Paid when services rendered Amount paid Py 1990-911 $11,963.89 Amount anticipated for FY1991-92: $15,950.96 n 1991-92 budget for Consultantl $15,950.96 n 1992-93 .and beyond expectations for uselYes, for printing brochures each year. FY91 FY92 ~ding Source for Contract. General Fund Amount I Reclevelopnent Amount I Other $11,963.89 $15,950.96 . Attach pertinent information Contract Agenda Statement when Hired Consultant S-I Adult Sports Leagues COleSw.DftS/~ SERVICES 8UKV.I5Z Prof_aJ..OIUll ColUlultant Contractual Service -!- ~.ul~t ...~. Varied - 15-20 Part-time contractual employees Cc.pany ....-- a N/A Mette.s I Varied Vendor llumbera N/A Area of eXPerti.elOrganizing and conducting Adult Sports Leagues in basketball, volleyball. .oftball, and golf,-and keeping score and other records for same. City Staff with a... or .imilar expertisel Full Time staff Why hire consultant rather than using existing staff or hiring .taff with appropriate expertise? I Funds are not budgeted to support these programs. The programs are 100%, fee supported with a revenue return to the City. Department(s) work forI Parks and Recreation ~tiesl League coordinators organize and conduct league activities which include registration, scheduling, record keeping, ordering supplies and awa~ds. Score- keepers maintain records and statistics during actual league play. Work ~ (ongoing,one time...) I Ongoing Date Originally Hired I Varied Contract te~(renewal dates): Ongoing !'iJDe remaining on Contract I Varied Hourly rate or payment achedule: $6.00 - $7.S0 per hour Amount paid n 1990-911 Aprroximately $31,000.00 Amount anticipated for FY1991-92: Dependent on participation ($31,000.00+) Py 1991-92 budget for Consultantl None n 1992-93 and beyond expectations for use: Dependent on participation FY91 FY92 PuDding Source for Contractl General PuDd AmOuntl Redevelopment Amount I ~er Self supporting participant fees cover personnel cos~s Attach pertinent information Contract Agenda Statement when Hired Consultant ~ Sportscamp' t t t i COBSUL-rAlftS/COB'1'RAC'1'DAL SERVICES SURVEY Pro~...1.OIUll Con8ultant Contractual Service ...L. CaIunl1unt V--T' Varied - 5-15 part time contractual employees ~DY "'--IN/A Adcb:e.., Varied Vendor lIuIIber I N/ A Area of experti.e, Experience in instructing youngsters in sports skills 1.n basketball, soccer, volleyball City Staff with .... or aimilar expertise. Yes- Full Time/Part Time Staff Why hire con.ultant rather than using existing staff or hiring .taff with appropriate expertise? Funds are not budgeted to support these programs. The programs are 100% self supporting. Departmentca) work for. Parks and Recreation !)uties. Instruct youngsters in skills related to basketball, volleyball, and soccer in a Day Camp setting. Work ~ (ongoing,one time...). Seasonal for approximately 10 weeks Date Originally Hired: Varied Contract term(renewal dates) . Ongoing 'rime remaining on Contract. Varied Sourly rate or payment schedule: $6.00 - $15.00 per hour Amount paid FY 1990-91. Approximately $4,500.00 Amount anticipated for FY1991-92. Approximately $5,000.00 Py 1991-92 budget for Consultant. Dependent on camp enrollment n 1992-93 and beyond expectations for use. Dependent on camp enrollment !'Y91 FY92 Punding Source for Contract. General l'und Amount 1 Redevelopment Amount. ()ther Self sUDDortinR - participant fe~s cover personnel costs Attach pertinent information Contract Agenda Statement when Hired Consultant ~E. Special Interest Class COMSIJU.!Alft'S/COlft'RAC'1'OAL SERVICES 8UKV.&% Prof__lemal CoDaultant COntractual Service -L- CaDault;aat ---I Varied - 65-70 part time contractual employees r~y "--, NIA .Adclrea.& Varied Vendor IhJmber. NI A &rea of expertiae. Experience in instructing and conducting a multitude of activities for youth and adult participants enrolled in classes. City Staff with .... or aimilar expertisel None Why hire consultant rather than using existing staff or hiring .taff with appropriate expertise? I Funds are not budgeted to support these programs. The programs are 100% fee supported with a revenue return to the City. Depart.ment(s) work fori Parks and Recreation Duties I Varied - See attached brochure for classes and activities Work '.rype (ongoing, one time...) I Ongoing Date Originally Hired I Varied Contract term(renewal dates) I Ongoing . ~iae remaining on Contract I Varied Hourly rate or payment achedulel $6.00 - $8.00 per hour or 65, - 70% of class fees. Amount paid Py 1990-911 Approximately $90.000.00 Amount anticipated for FY1991-921 Same Py 1991-92 budget for Consultantl Nonel Dependent on enrollments IT 1992-93 and beyond expectations for useaDependent on enrollments FY91 FY92 Funding Source for Contracta General Fund Amount a Redevelopment Amount. ~.r Self supporting - participant fees cover personnel costs Attach pertinent information Contract Agenda Statement when Hired Consultant Sf -~--- PERSONNEL CONTRACTUAL SERVICES $;;3- ,. y . . CQitz:tw.D.ftS/C01ft'RAC'1'DAL SERVICES SUKY IS!: Prof_a1.ODal Ccmaultant Contractual Service X CoIuIulant---. ~ny ..-,.. ~dre.81 Duane Rogers, CEAP Personal Assistance Services 2321 Hartford Street San Diego, CA 92110 89644 Employee Assistance Services Vendor IluDlberl .Area of expertisel City Staff 1d.th aame or similar expertise. None Why hire consultant rather than using existing staff or hiring ataff with appropriate expertise? The EAP Services provides professionally trained staff capable fo diagnosing and referring in a wide range of situations. City staff does not have this expertise or the necessary care network. Department(8) work for. Personnel Department Ihltiesl Direct 1 to 1 identification and referral services for personal problems, train supervisors and management to develop knowledge and skills to effectively use program, orientation of employees, quarterly and annual statistical reporting, mgmt _consultation and creation of p'romotional literature. Work TyPe (ongoing,one time...). On-going Date Originally Hired: 12/15/80 Contract term(renewal dates): 7/1/90 to 6/30/91 ~iJDe remaining on Contract: existing contract expired. Working on new contract, Hourly rate or payment schedule: monthly rate = $736.75 .Amount paid !'Y 1990-911 $8,338.13 Amount anticipated for FY1991-92: $9,283.05 n 1991-92 budget for Consultant: $10,500 n 1992-93 and beyond expectations for use. continued P'Y91 FY92 Punding Source for Contract. General Fund Amount. Redevelopment AmOuntl Other rnsl.lrance . X x Attach pertinent information X Contract Agenda Statement when Hired Consultant ~~ ~ . , j ~ . CORSULDftS/C01ft'RAC'1'DAL SERVICBS SDaVISJ: PJ:of...1.OIUll Consultant Contractual Service X CoIuIul tent --~ I ec.pany---a ~re881 Evonne Reese Safe Hearing America 2342 South McClintock Drive, Suite 4, Tempe, AZ 85282-267~ Vendor Ifwaberl Area of experti8el 96025 Hearing Conservation CJ.ty Staff "J.th .ame or 8imilar expertisel None Why hire consultant rather than using existing staff or hiring .taff wJ.th approprJ.ate expertise?1 The hearing conservation program provides the city and employees much needed information about potential and actual hearing loss. It is a key element of our workers' compensation loss prevention program Department{ 8) work for 1 Personnel Department th1ties: Sound level measurements, incorporation of previous audiometric date, analysis of this data, annual hearing testing, training, ear pro- tection. Work !l'ype (ongoing,one time...): on-going Date Originally Hired: 4/29/91 Contractter.m(renewal dates): ~ime remaining on Contracts 8/1/91 to 7/31/92 11 months Hourly rate or payment schedule: $3,485.00/year Amount paid Py 1990-911 N/A Amount anticipated for FY1991-921 $3,485.00 (P.O. 1l96301-A) Py 1991-92 budget for Consultants $3,485.00 Py 1992-93 and beyond expectations for uses $3,500.00 FY91 FY92 Funding Source for Contractl General Fund Amount s Redevelopment Amounts Other Insurance (0700) Attach pertinent J.nformation X Contract Agenda Statement when Hired Consultant V'$3,485.00 ~-7 COBSbL'rAR'l'S/COR'l'RAC'.l'OAL SERVICBS SURVEY ProfeaaJ.onal Conaultant Contractual Service X Consultant WA~I ec.pany Rame: .Address: SIGMA Data Systems 6262 N. Swan Road, Suite #200 Tucson, AZ 85718 Vendor Number. Area of expertise: N/A SIGMA Applicant Tracking System City Staff with aame or similar expertise: None Why hire consultant rather than using existing staff or hiring ataff with appropriate expertise?: This is a specialized applicant tracking system that because of its complicated software and copyrighted status, requires that we contract for services. Department (s) work for: Personne 1 !)uties: Toll free telephone technical support on all SIGMA IV related matters, free upgrades, free documentation updates plus three users licenses Work Type (ongoing ,one time...): on-going Date Originally Hired: 1986 Contract ter.m(renewal dates): ~~e remaining on Contract: 2/6/91 to 2/5/92 7 months Hourly rate or payment schedule: $1,700/yr technical support plus $100 per licensed user Amount paid FY 1990-91: $2,000.00 Amount anticipated for FY199l-92: $2,000.00 FY 1991-92 budget for Consultant: $2,000.00 FY 1992-93 and beyond expectations for use: $2,100.00 Funding Source for Contract: General Fund Amount: Redevelopment Amount: Other FY9J. ./ $2,00~.00 FY92 v' $2,100.00 Attach pertinent information X Contract Agenda Statement when Hired Consultant ~~t" - ..... , -y........ ,-' , .. ~ .." ~....,.... ~.. ---- _..~,.,......~ ,,-' ~~'~. CONTRACTUAL SERVICES PLANNING ~Cj v'/ (Rancho del Rey III Air Quality) CONSULTANTS/CONTRACTUAL SERVICES SURVEY Professional Consultant ____ Contractual service X Consultant Name: Mark McLaren Company Name: stevens Garland & Assoc. Address: 505 City Parkway West, suite 900 Orange, CA 92668 Vendor Number: Area of Expertise: scientific Air Quality Analysis City staff with same or similar expertise: None. Why hire consultant rather than using existing staff or hiring staff with appropriate expertise? Highly specialized field of scientific knowledge for which there has not been a consistent ongoing need. Department(s) work for: Planning Duties: Analyze Rancho del Rey SPA III EIR Air Quality Analysis. Work Type (ongoing, one time...): One time Date originally Hired: March 27, 1991 Contract term (renewal dates): August 1991 Time remaining on Contract: Contract complete. Hourly rate or paYment schedule: Time and materials - $4,000 fixed amount (applicant will attend 1 additional meeting at $7S.00/hr) Amount paid FY 1990-91: $4,000.00 Amount anticipated for FY 1991-92: -0- FY 1991-92 budget for Consultant: -0- FY 1992-93 and beyond expectations for use: Unknown time. at. this FY91 FY92 Funding Source for Contract: General Fund Amount: Redevelopment Amount: Other DeDosit Attach pertinent information Contract Agenda statement when Hired Consultant $4,000 $150 .feo POLICE CONTRACTUAL SERVICES rei CUBSU.l.'.rA1ft'S/COR'l'RAC'l'DAL SERVICES SURVEY Professional CODsul tant Contractual Service X Consultant lIaJDe: C~1\Y 1IIme: Address: South Bay Community Services South Bay Community Services 315 Fourth Avenue Chula Vista, CA Vendor Number: 54445 Area of expertise: Provide counseling to juvenile offenders; perform community outreach to runaway and homeless youth; coordinate Graffiti Eradication Program. Ci ty Staff with same or similar expertise: NONE Why hire consultant rather than using existing staff or hiring staff with appropriate expertise?: Employees of South Bay Community Services have degrees and experience qualifying them to provide various forms of family counseling. The Police Department, prior to 1985, hired counselors as City employees but switched to contracting with South Bay Community Services because it was more cost- effective and the quality of supervision was improved. Department(s) work for: Police Department - Juvenile Bureau Duties: Work with Juvenile Detectives providing counseling, outreach and graffiti eradication. Work Type (ongoing,one time...): Ongoing Date Originally Hired: 1985 Contract term(renewal dates): Renewed each fiscal year 'lime remaining on Contract: Same as above Hourly rate or payment schedule: Approximately $14 per hour including benefits. Amount paid FY 1990-91: $71 ,384 NOTE: $30,140 of this amount was paid by a State Grant. Amount anticipated for FY1991-92: $71,384 FY 1991-92 budget for Consultant: N/A FY 1992-93 and beyond expectations for use: Expect this to continue indefinitely. Funding Source for Contract: General Fund Amount: Redevelopment Amount: Other FY91 $45,994 FY92 $71,384 Attach pertinent information Contract Agenda Statement when Hired Consultant f;:;L PUBLIC WORKS OPERATIONS CONTRACTUAL SERVICES / ~3 .,,- CORSUL'fARTS/CON'l'RACfJ'tlAL SBRVICES SURVEY Prof.aaional Consultant Contractual Service XX - eonaul t.ant ..... ~y..... ATC Management Corporation ~aa. 1829 Belt Way Drive St. Louis, MO 63114 Vendor Humber. 68876 Area of expe~iae' Transit operations management. City Staff with aame or alm11ar expertl... All City transit staff have operations management experien~~ and expertise. . . .. Why hire consult.ant rather t.han using exist.ing ataff or hiring ataff with appropriate expertise? The paramount consideration is cost savings with contract operation rather than bringing in drivers, supervisors. trainers, dispatchers. mechanics, and servicers as City employees. DepartmentCa) work for. Public Works/Transit Duties I A11 operations aspects of system operations including hiring the necessary number of personnel. training, dispatching, road supervision, vehicle maintenance, and fare revenue collection and accounting. Work Type (ongoinq,one time...). Ongoing. Date Oriqinally Hiredl July 1. 1988 -for.a three-year term. Contract term(renewal dates). Term of ~ontract extended for two years until June 30. 1993. ~tme remainlng on Contract. Two years. -. rate or pa~ent. achedule. $1. 79/mll e 1 n FY91..92; $1.91/mile in FY92-93. Amount paid rT 1990-911 $1,123,582.00. Amount. ant.lcipated for FY1991-92. $1.961.000 rY 1991-92 budget for Conlultantl .... lY 1992-93 and beyond expectationa for ua.. $2.230,000 PY91 PY92 Funding Source for Contract. General Fund Amount. aedevelopment Amountl Other..lDA 4.0 funds 100% 100% 'At.tach pertinent information Contract . Aqenda Stat.ement when Hired Conaultant r;,c/ ~.~:;.'~'":."~.. -...-, .' ':;~~-..~t7sf:~~:'/~F'~~:i.~ __.. ...~...-'". r'o; ._ .,;' CORDUII'lAftS/COlft'RAC'l'OA%. SERVICSS SURYB'Y · Prof...loul Conaul tAnt Contractual Service X X - eon.ultant ....... eo.panY".'1 Community Transit Services. Inc. ~.a. 201 E. Sandpointe, Suite 800 Santa Ana, CA 92707 . Vendor Rumber. 28630 ~ea of expertl.e. Transit operations management City Staff with .... or a1milar expert1.., All City transit staff have operations manage~ent experienc~ and expertise. Why h1re con.ultant rather than u.lng'. exl.tin; ataff or hlrln; ataff with appropriate expertl..?The paramount consideration is cost savings with contract operation. Funding for Handy trans is tighter than for CVT. With contract operations, transit staff can adjust service hours based on available funding. Departm.nt(.) work 'or, Public Works/Transit INt1e.. Contractor provides the vehicles. personnel. dispatch services, record-keeping, and fare revenue collection and accounting. Work '1'ype (ongoing, one t1Jne...). 0 n go 1 n 9 . Date Or1g1nally Hired. July 1, 1988 for a three-year term. Contract term(renewal datel). Term of contract extended for one year until June 30. 1992. ~1me rema1ning on Contract. One year. Hourly rate or payment achedule. $31.75 ~unt paid FY 1990-91. $234,176.00 Amount anticipated for FY1991-92. $279.908.00 FY 1991-92 budget for.Conlultant. .- rY 1992-93 and beyond expect.~1onl for UI.. $296,700.00 FY91 rY92 IUnd1ng Sourc. for Contract. General rund Amount. Redevelopment Amount. Other--IDA 4.5 funds 100S 100% Attach pertin.nt informatlon Contract A;enda Statement when Hired Conlultant ~,.-" ~ /J_~ _, ~'I \ CORSUL'DftS/COIft'RAC'l'OAL SERVICBS SURVEY Prof...lonal Consultant Contractual Service tuL Conaul taDt ..... ~y ~., ~enny's Street Sweeping ~..I P.O. Box 3069, San Diego, 92104 Vendor Number. Area of expertise. Street Sweeping City Staff with .am. or similar experti.e. Senior Public Works Supervisor Why hire conaultant rather than uain; existing ataff or hiring ataff with appropriate expertiae? Not cost effective - No sweepers - sweeping done by contract Department(s) work for. Public Works Operations Dutie.. Work Type (ongoing,one time...). Annual Chip Seal Program - street sweeping Date Originally Hired. Contract term(renewal dates). July each year ~ime remaining on Contract. Hourly rate or payment .chedule. $89.10 per hour = $29,334 .Amount paid 1'Y 1990-911 $28,480 .Amount anticipated for FY1991-92. $ 29,334 FY 1991-92 budget for Conlultant. Contract FY 1992-93 and beyond expectations for ule. Annual - We expect to continue contract FY91 FY92 Punding Source for Contractl General Fund Amount. Redevelopment Amount. Other Gas tax Attach pertinent information Contract . Agenda Statement when ~ired Consultant Ck . t~ - - COltZliw,IJ!AftS/COII'1'RAC'1'UAL SERVICBS SURVEY Prof_.1~1 CoIuIultant Contractual Service -X.... CoDaultant ~B I Laidlaw 'Waste Systems, Inc. eo.pany ~T.I >>, A AddresS' P.O. Box 967. Chula Vista, CA 92012 Vendor If WIlber I 64352 Area of experti.e. Street Sweeping (for this co?tract) City Staff vJ.1:h .... or similar expertisea None Why hire consultant rather than using existing staff or hiring .taff with appropriate. expertise? Cheaper Department (.) worle for I Public Works Duties I Sweep all City streets and City parkin~ lots. Worle !'ype (ongoing ,one time...) I ongoing Date Originally Hirech August 1984. Current contract awarded in 1987. Last amendment for FY 90-91 was Sept. 90. Contract term(renewal dates)a Expect to award for FY 1991-92 in August 91. ~ime remalnJ.ng on Contract. One month Hourly rate or payment schedule a Amount is $13.85 per curb mile. Amount paid.FY 1990-91. $332,900 Amount anticipated for 7Y1991-92a $328,400 FY 1991-92 budget for Consultant. $343,990 FY 1992-93 and beyond expectations for usea . I expect that we will continue to contract for street sweeping. Pundlng Source for Contracta General Fund Amount I Redevelopment Amount. Other Gas Tax FY91 FY92 $332,900 $328,400 Attach pert.l.nent information Contract Agenda Statement when Hired Consultant !c7 "-'~I ----- CONSULTAH'1'S/CONTRAC'l'OAL SERVICBS SORVEY Itrofe..1onal Conaultant Contractual Service xx - Consultant ..... . Company..... Sfm J. Harris ~aa. P.O. Box 3069 Vendor Nwaberl Area of expertiae. Delivery and spraying of liquid asphalt for chip seal program City St.aff with aame or a1mllar expertiae. Senior Public Works Supervisor Why hlre conault.ant rather than uein; exlstlng etaff or hirlng ataff with appropriate expertle.? Not cost effective - No spray trucks 1>epartment(8) work fori Publ ic Works Operations Duties I Work '1'ype (ongoing, one time...). Annual Chi p Seal Program Date Originally Hired. Contract term(renewal dates) I July each year ~1me remaining on Contractl Hourly rate or payment 8chedule. $174.00 per ton $67.321 Amount paid n 1990-911 $ 65.360 Amount anticlpated for !'Y1991-921 $ 67.321 FY 1991-92 budget for.e.~l'~IContract . FY 1992-93 and beyond expectations for usel Annual FY91 FY92 Funding Source for Contractl General Fund Amount. aedevelopment Amount. Other Gas tax Attach pertinent information Contract . I Agenda Statement when Hired Consultant /;1 ._~.~---...........---- .," . I CORSULDllTS/CON'l'RAC'l'UAL SERVICBS SURVEY Prof.aalonal Con.ul tent Contraetual Service xx - eonaul1:aDt ..... ec.p.any ...., Tip Top Tree Service - Michael Jones Supt. Addnaa.1 P.o. Box 5029, Lancaster, CA 93539 Vendor Humber. Area of experti.e. Tree Trimming CJ.ty Staff "it.h aame or aimilar experti... Senior Public Works Supervisor Senior Tree Trimmers, Tree Trimmers Why hire consult.ant rather than using existing ataff or hiring at.aff wit.h appropriate expertise? Not cost effective. The contractor's cost per tree is less than the City's. Department (.) work for I Duties I Public Works Operations Work '1'ype (ongoing ,one time...). On going - Annual tree trimming to maintain 23,000 CIty trees in safe condition. Date Originally Hired I 1st contract 1985 Contract term(renewal dates). ~~e remaining on Contractl July each year Hourly rate or payment achedule. $118,000 per year, per contract Amount paid FY 1990-91. $118,130 Amount anticipated for FY1991-92. $ 121,710 n 1991-92 ):)udget for -EJoftatiftft't-t- Contract n 1992-93 and beyond expectations for use. Annual Funding Source for Contractl General Fund Amount. Redevelopment Amountl Other. Gas Tax FY91 FY92 Attach pertinent information Contract . Agenda Statement when ,Hired Consultant &1 QUALITY OF WORK LIFE CONTRACTUAL SERVICES "It? 1: l'rJaI.,w.DftS/CCBftRAC'l'DAL SERVICES IlUKY J5% Prof_aJ.cma1 COIUIultant Contractual Service X - CaDaultaD't "--I . Tai Broach ee.pe.ny --r I ~.I 595 Port Harwick Chula Vista, CA 91910 Vendor ~rl 95465 . .Area of expertJ..e. Clerical, Administrative Assistant, Public Relations City Staff w1.th .... or similar expertise. Clerical positions Why hire consultant rather than using exiating ataff or hiring ataff with appropriate expertise? I Contractor is hired for limited time, and paid for under federal grant. Department (s) work for. QWL Program Duties: Clerical, Administrative Work ~ (ongoing,one time...): On-going thru grant period Date Originally Hired: 10-01-90 Contract term(renewal dates): Thru December 1991, no renewal S'ime remain.f.ng on Contract: 5 months Hourly rate or payment schedule: $12.09/hr. Amount paidFY 1990-911 $17,093.15 Amount anticipated for FY1991-92: $5,077.80 n 1991-92 ))udget for Consultant: 0 . FY 1992-93 and beyond expectations for use: 0 FY91 FY92 Funding Source for Contract: General Fund Amount. Redevelopment Amount i Other Federal Grant Attach pertinent information Contract Agenda Statement when Hired Consultant 7/ .. , .9 J v COBSw.D1ft'S/COII'.rRAC'1'tJ SBRVICBS SUKY.IS% PZO~.aa.1cmal CoDaultant Contractual Service X - Conaul t:ant ......1 ec.pany ......1 ....dre.., Jerry Spiegel Lakeview Education Assoc. 6151 Rancho Mission Rd., .316 San Diego, CA 92108 95594 Vendor IIwDber. ~a of expertise I Organization development: Group facilitation City Staff with aame or aimilar expertise. ~oni McKean, QWL Coordinator Why hire consultant rather than using existing staff or hiring ataff with appropriate expertise? 1 existing staff member has no time for additional duties: contractor is hi~ed for a limited time, and paid for under a federal grant. Department(s) work for. OWL Program Duties: Inaugurate QWL in Police and Public Works Departments Work Type (ongoing,one time...). Time limited: groups will be autonomous at end of grant period. Date Originally Hired: Contract term(renewal dates). January 1991 thru December 1991 No renewal 'rime remaining on Contract. Contract expires December 1991- Hourly rate or payment schedule.' $20.00/hr. Amount paid FY 1990-91: $13,080 Amount anticipated for FY1991-92. $9,900 . Py 1991-92 budget for Consultant. 0 Py 1992-93 and beyond expectations for use. 0 Punding Source for Contract. General Fund Amount. Redevelopment Amount. Other Federal Grant FY91 FY92 Attach pertinent information Contract Agenda Statement when Hired Consultant 1~ \...../ . f ~w.DIft'S/C01ft'RAC'1'DAL SERVICBS tiUKYI5J: pzof_.1.ODAl CoDaultant Contractual Service -1L CDD8u1t:aDt ...., ~ny f"--,. I ..d....... I patricia Wahle Vendor B1.mIber. Area of ezpertJ.se 1 organization development; Group. facilitation 13130 Portifino Del Mar, CA 92014 735033 City Staff with aame or aimilar expertisel Toni McKean, QWL Coordinator Why hJ.r. consultant rather than using existing ataff or hiring .taff with appropriate expertise? 1 Contractor is hired for'a limited time, and paid for under a federal grant. Depar1:lDent(a) work for. OWL Program Duties: Inaugurate OWL in Public Works Department; facilitate City Wide Subcommittees and Facilitator Pool. Work ~ (ongoing,one time...): Time limited; groups will-be autonomous at end of grant period. Date Originally Hired: 4/15/91 Contract term(renewal dates): Thru December 1991, no renewal ~1me remaJ.ning on Contract 1 5 months Hourly rate or payment achedule: .Amount paid Py 1990-911 $6,570 Amount anticipated for FY1991-921 $8,800 $20.00/hr. py 1991-92 ~udget for Consultantl 0 1'Y 1992-93 and wyand expectations for usel 0 FY91 FY92 l'unding Source for Contractl General Fund Amount. 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"'..., ~ ..-< ...'" ..'" a. < .... <:> <:> !!. <:> <:> 0 <:> <:> <:> <:> <:> <:> <:> '" .... 0"" ... 'is ... ~ .0-< '" co .... l:l '" ...'" ... ... ~ '" '" ... lD'" '" -:... co '" ". a. ... co '" '" .., ~ g ~ ~ ~ ... ~ ~ ~ ~ ~ ~ ... ... <:> ... ~ ~::2 ~ l!: .... ... '" ... It:!'! ... ... ... ~ l:l '" ~ '" -:... !" ... ... ~ !" co ... ~ 8 .... '" ~ 5: ~ ~ ~ ~ ~ ... ... co ... w <:> ... '" ..., ..., ..., ! ! ! i! .... :! !. & & 3 UI .. .. ! n ~ .., .... .... .... .... UI ; ~ ~ ~ ~ u. ~ .. ~ .., .., ..., .... ..., .... Ii: '" .., Dl c: c: c: c: g .. '" '" '" a ... :l :l :l ... ... ... 0' .. ... .0 !. & !. UI .. '" ..... ..., ..... ~ c: c: c: a :l :l ... ... i & !. !. .. ~ ." .. DO C ..., .. c: :l ... !. .... Attachment II CONSULTANT SERVICES ADMINISTRATION J I CORSULTAftS/cOH'l'RACTOAL SERVICES SURVEY Professional Consultant --X.... Contractual Service Consultant Reune: Charles Cole/Donald Brown C~y R~: Advocation, Inc. Address: 1121 l Street, Suite 810 Sacramento, CA 95814 Vendor Number: 83193 Area of expertise: legislative Representation in Sacramento City Staff with same or simdlar expertise: None Why hire consultant rather than using existing staff or hiring staff with appropriate expertise?: The nature of the legislative process requires legislative representation to be based in Sacramento and expertise in lobbying efforts. Department(s) work for: Duties: Admin/Redevelopment Agency Work Type (ongoing,one time...): Ongoing Date Originally Hired: 2/2/89 Contract term(renewal dates): Original contract was for two years extending through 1990 legislative Session with option to renew for two one-year extentions. T~e remaining on Contract: One Year Hourly rate or payment schedule: Amount paid FY 1990-91: $5,000 month plus related expenses not be exceed $1,000 month Amount anticipated for FY1991-92: Same as 1990-91 FY 1991-92 budget for Consultant: $72,000 annual FY 1992-93 and beyond expectations for use: Ongoing FY91 FY92 Funding Source for Contract: General Fund Amount: Redevelopment Amount: Other $72,000 $72,000 Attach pertinent information Contract Agenda Statement when Hired Consultant ~ CONSULTANT SERVICES CITY ATTORNEY 3. - CORSUL'1!AftS/coRTRAC'l'DAL pzaVICBS SURVEY Profe..f.ODAl Consultant Contractual Service Consultant )lA-I ec.pany >>--a I ....d.reSB I D. Dwight Worden 740 Lomas Santa Fe Drive Suite 102 Solana Beach, Ca. 92075 Vendor Humberl Area of expert1.sel Environmental Litigation C~ty Staff v~th same Dr similar expertise: None Why hire consultant rather than using existing staff or hiring staff with appropriate expertise?: Temporary demand for services in a specialized area of the law Department(s) work forI City Attorney, Engineering Duties: Institute litigation within statutory time for City of Chula Vista v. CALTRANS alleging violation of California Environmental Quality Act Work Type (ongoing ,one time...): Ongoing until litigation is settled Date Origi.nally Hired: June, 1991 Contract term(renewal dates): Until settled or litigated '1'ime rema~n~ng on Contract: One month to one year depending on course of litigation Hourly rate or payment schedule: $75-l50/hour Amount paid pry 1990-911 $2,143.50 Amount anticipated for FY1991-92: $27,000.00 FY 1991-92 budget for Consultant: $0, but $30,000 has been appropriated by Resolution No. 16267 on 7/23/91 FY 1992-93 and beyond expectations for use: 0 Funding Source for Contract: General Fund Amount I Redevelopment Amount: Other FY91 $30,000.00 FY92 Attach pertinent infor.mat~on Contract Agenda Statement when Hired Consultant f v CONSOLTAR'rs/CORTRACTUAL SERVICES SURVEY Professional Consultant X Contractual Service Consultant 1IaJIle: Company Na.e: Address: Daley & Heft 462 Stevens Ave. Suite 201 Solana Beach, Ca. 92075 Vendor Number: Area of expertise: Municipal tort defense City Staff with same or similar expertise: Assistant City Attorney Fritsch Why hire consultant rather than using existing staff or hiring staff with appropriate expertise?: Municipal Court cases are handled in house by Ruth Fritsch, but in accordance with Council's policy, Superior Court cases are farmed out to Daley & Heft due to their cost effectiveness, depth of experience, proven track record in winning lawsuits against the City Department(s) work for: City Attorney, Community Development Duties: Represents the City/Agency in all aspects of lawsuits filed against the City and/or Agency Work Type (ongoing, one time...): Ongoing Date Originally Hired: 1985 Contract term(renewal dates): No formal written contract Time remaining on Contract: N/A Hourly rate or payment schedule: $90/hour Amount paid FY 1990-91: $191,874.06 Amount anticipated for FY1991-92: $192,000.00 FY 1991-92 budget for Consultant: $192,000.00 FY 1992-93 and beyond expectations for use: $200,000.00 FY91 FY92 Funding Source for Contract: General Fund Amount: Redevelopment Amount: Other $146,042 $ 45,832 $146,000 $ 46,000 Attach pertinent informat~on Contract Agenda Statement when Hired Consultant .s- , , v CORSUL~S/COR'l'RAC'.l'OAL SERVICES SURVEY Professional Consultant x Contractual Service Conaul~t ~I Shute, Mihaly & Weinberger Company 8fI-.A1 396 Hayes Street JWf~ssl San Francisco, Ca. 94102 Vendor Number. 89611 Area of expertise. Public entity representation before California Energy Commission and Public Utilities Commission City Staff with same or similar expertise: None Why hire consultant rather than using existing staff or hiring staff with appropriate expertise?: Used only to represent on SDG&E Nor and AFC proceedings - relatively short duration; not an ongoing legal staff need; too expensive to hire staff with that expertise, which would then be only rarely used. Department(s) work for: City Attorney, Community Development, Administration Duties: Advise Council/Agency and represent City/Agency in administrative procedures before State Energy Commission and Public Utilities Commission re SDG&E potential expansion/second power plant in Chula Vista. Work Type (ongoing,one time...): One time, but: potentially for several years. Date Originally Hired: June, 1990 Contract term(renewal dates): Until completion of NOr proceedings ~ime remaining on Contract: Unknown Hourly rate or payment schedule: $165/hour Amount paid FY 1990-91:$15,247.80 ($193,929.05 - $178,681.25 reimbursed by SDG&E) Amount anticipated for FY1991-92: $86,000 less potential reimb~rsement by SDG&E FY 1991-92 budget for Consultant: $96,000 FY 1992-93 and beyond expectations for use: 0 FY91 FY92 $48,000.00 $48,000.00 Funding Source for Contract: General Fund Amount: Redevelopment Ampunt: Other Attach pertinent infor.mat~on Contract Agenda Statement when Hired Consultant $7,623.90 $7,623.90 (p '/ CORSUL~/COR'1'RAC'1'OAL SERVICES SURVEY Pro~"s~ODaI Consultant X Contractual Service Howard Silldorf Silldorf, Burdman, Duignan & Eisenberg 1810 State Street San Diego, Ca. 92101 Vendor Humber. 92595 .Area of expertise: Cable litigation and LAFCO expertise Consultant "'-1 ea.pany Ilaael Mdressl City Staff with same or similar expertise. None Why hire consultant rather than using existing staff or hiring ataff with appropriate expertise?1 The firm has specialized expertise and Attorney's staff is working at full capacity Department(s) work for: City Attorney Duties: Defending Jones Intercable litigation Work !l'ype (ongoing, one time...): Single ins tance Date Originally Hired: December, 1990 Contract term ( renewal dates): Purchase Order for FY 91/92 !rime remainJ.ng on Contract: Until litigation is settled Hourly rate or payment schedule: $95/hour Amount paid FY 1990-91: $55,195.16 Amount anticipated for FY1991-92: $80,000.00 FY 1991-92 budget for Consultant: $80,000.00 FY 1992-93 and beyond expectations for use: Possibly but not anticipated FY91 FY92 $80,000.00 Funding Source for Contract: General Fund Amount: Redevelopment Amount: Other Attach Pertinent informat~on Contract Agenda Statement when Hired Consultant $55,195.16 1 CONSULTANT SERVICES BUILDING & HOUSING ? CORSUL'.rAH'J.IS/CON'l'RAC'l'DAL SERVICES SURVEY ProfeseJ.onal Consultant ..!!.- Contractual Service Consultant Rame: Company 1laJDe: Address: ESGIL CORPORATION 9320 CHESAPEAKE DRIVE, SUITE #208, SAN DIEGO, CA 92123 Vendor Humber: Area of expertise: Structural, Mechanical and Electrical Plan Review Engineering Services - City Staff with same or similar expertise: Department of Building and Housing Plans Examiners (3) Why hire consultant rather than using existing staff or hiring staff with appropriate expertise?: Consultants are employed on projects of unique structural, mechanical or electrical engineering applications. Degree of complexity of structural or building analysis warrants outside engineering expertise. Department (s) work for: Building and Housing Duties: Work Type (ongoing,one time...): ongoing; as needed basis Date Originally Hired: 1987 Contract term(renewal dates): Fiscal year to fiscal year Time remaining on Contract: Hourly rate or payment schedule: Based on percentage of building project valuation - does not exceed 80% of plan review fees collected by the City. Amount paid FY 1990-91: $30,029 Amount anticipated for FY1991-92 : Unknown (Factors are depended upon degree of project complexity for future projects.) FY 1991-92 budget for Consultant: Deposit Account - Does not impact General Fund. FY 1992-93 and beyond expectations for use: Same as FY 1991-1992 FY91 FY92 Funding Source for Contract: General Fund Amount: (Deposit Account): Current balance, approx. $77,000 Redevelopment Amount: Other Attach pertinent information Contract Agenda Statement when Hired Consultant q 1/ 'i It CORSUL'aNTs/CONTRAC'l'UAL SERVICES SURVEY ProfeaaLonal Consultant ~ Contractual Service COJl8ul tant JbvIA I ec.panY _I Address I. WILLDAN AND ASSOCIATES 6363 GREENWICH DRIVE, SUITE #250, SAN DIEGO, CA 92122-3939 Vendor Numberl Area of expertise. Structural, Mechanical and Electrical Plan Review Engineering Services City Staff with same or similar expertisel Department of Building and Housing Plans Examiners (3) Why hire con8ultant rather than using existing 8taff or hiring staff with appropriate expertise? 1 Consultants are employed on projects of unique structural, mechanical or electrical engineering applications. Degree of complexity of structural or building analysis warrants outside engineering expertise. Department(s) work for. Building and Housing Duties: Work Type (ongoing, one time...). ongoing; as needed basis Date. Originally Hired. 1990 Contract term(renewal dates): Fiscal year to fiscal year ~~e remaining on Contract: Hourly rate or payment schedule: Based on percentage of building project valuation - Does not exceed 80% of plan review fees collected by the City. Amount paid FY 1990-91: $8,800 Amount anticipated for FY1991-92: Unknown (Factors are depended upon degree of project complexity for future projects.) FY 1991-92 budget for Consultant. Deposit Account - Does not impact General Fund. FY 1992-93 and beyond expectations for use: Same as FY 1991-1992 FY91 FY92 Funding Source for Contract: General Fund Amount. (Deposit Account): Current balance, approx. $77 ,000 Redevelopment Amount. Other Attach pertinent information Contract Agenda Statement when Hired Consultant /0 CONSULTANT CONTRACTS CITY CLERK 1/ ---.- COJlSULTAMS/CORTRACTUAL ~VICES SURVEY Professional Consultant ____ Contractual Service Consultant lIame: Company BaJRe: Address: Susan Bigelow Susan Bigelow & Associates Spring Valley, CA Vendor Number: Area of expertise: City Staff with same or similar expertise: Why hire consultant rather than using existing staff or hiring staff with appropriate expertise?: Short-term (1 year). Set up a City-wide Records Program. Department(s) work for: Duties: City-wide program. Work Type (ongoing,one time...): 1 year contract Date Originally Hired: April 1991 Contract term(renewal dates): 1 year Time remaining on Contract: 8 months Hourly rate or payment schedule: $2,550 per month Amount paid FY 1990-91: Amount anticipated for FY1991-92: FY 1991-92 budget for Consultant: , FY 1992-93 and beyond expectations for use: FY91 FY92 Funding Source for Contract: General Fund Amount: Redevelopment Amount: Other RCT $20,434.68 DIF $11,695.32 Attach pertinent information Contract Agenda Statement when Hired Consultant /d CONSULTANT CONTRACTS COMMUNITY DEVELOPMENT ~ .. CONSULTANTS/CONTRACTUAL SERVICES SURVEY Professional Consultant X Contractual Service Consultant Name: Company Name: Address: Gary Cinti, Jay Kneip Cinti & Associates 1133 Columbia Street, Suite 201, San Diego, CA 92101 Vendor Number: Area of Expertise: 67826 Land Use Planning City Staff with same or similar expertise: Planning Department Why hire consultant rather than using existing staff or hiring staff with appropriate expertise? There was not adequate staff time available to commit to the required work effort and also complete other duties. Department(s) work for: Duties: Community Development Review analysis of plans submitted by Chula Vista Investors, assistance in preparation of zoning portion of LCP Resubmittal, work with Bayfront Planning Subcommittee to prepare alternative Bayfront planes), and review/analysis of Rohr proposal Work Type (ongoing, one time...): Ongoing, two major agreements authorized by Agency and several additional items of work Date Originally Hired: August 2, 1988 Contract term (renewal dates): Original contract to 1988; January 17, 1991 to January 17, 1992 (current contract) Time remaining on Contract: 6 months (unless extended) Hourly rate or payment schedule: $loo/hour Principal; $75/hour Associate Amount Paid FY 1990-91: $9,386.83 (from previous contracts) Amount anticipated for FY 1991-92: $31,500 FY 1991-92 budget for Consultant: $31,500 was a mid-year appropriation "per Agency Resolution No. 1145 (attached) FY 1992-93 and beyond expectations for use: Not anticipated FY 1991 FY 1992 Funding Source for Contract: General Fund Amount: Redevelopment Amount: o 0 $9,386.83 $31.500~OO Forward from FY91 Other: /~ CONSULTANTS/CONTRACTUAL SERVICES SURVEY Professional Consultant X Contractual Service Consultant Name: Company Name: Address: Gary Cinti Cinti & Associates 1133 Columbia Street, Suite 201, San Diego, CA 92101 Vendor Number: Area of Expertise: 67826 Land Use Planning City Staff with same or similar expertise: Planning Department Why hire consultant rather than using existing staff or hiring staff with appropriate expertise? This firm is used for priority economic development projects needing quick response if staff workload prohibits and! or if speciali7ed expertise is appropriate, such as was the case for the site planning and land use presentations for a confidential priority business prospect at the Nelson Sloan site. Department(s) work for: Community Development, Planning Department Duties: Land use planning, site planning Work Type (ongoing, one time...): Ongoing (as needed on contractual basis) Date Originally Hired: March 27, 1991 Contract term (renewal dates): Change Order for additional work authorized on June 10, 1991 Time remaining on Contract: Contract complete Hourly rate or payment schedule: Principal $100; Associate $60; Jr. Associate $55 Amount Paid FY 1990-91: $6,694.21 Amount anticipated for FY 1991-92: Undetermined FY 1991-92 budget for Consultant: $10,000 FY 1992-93 and beyond expectations for use: Undetermined Funding Source for Contract: General Fund Amount: Redevelopment Amount: Other: CnGB (Authorization to proceed approved by City Manager) FY 1991 o o $8,900 FY 1992 o $1,325 $6,470 Attach pertinent information Contract A,aula Statement when Hired Consultant IC:\WP51\AGENCY\ClNn-1.TXTJ CONSULTANTS/CONTRACTUAL SERVICES SURVEY Professional Consultant X Contractual Service Consultant Name: Company Name: Address: Liz O'Brien Remy & Thomas Attorneys 901 F Street, Suite 200, Sacramento, CA 95814 Vendor Number: Area of Expertise: 89832 CEQ^ Experts City Staff with same or similar expertise: None Why hire consultant rather than using existing staff or hiring staff with appropriate expertise? Need speciali7.ed expertise to assure adequacy of EIRs which may be subject to litigation Department(s) work for: Community Development Duties: Review EIRs for legal adequacy; specifically Scripps Hospital project and Bayfront EIRs Work Type (ongoing, one time...): One time Date Originally Hired: November 16, 1990 Contract term (renewal dates): As needed Time remaining on Contract: NtA Hourly rate or payment schedule: $15,000 $9,970.64 Amount Paid FY 1990-91: Amount anticipated for FY 1991-92: $15,000 FY 1991-92 budget for Consultant: $15,000 FY 1992-93 and beyond expectations for use: Not known at Uris time FY 1991 fY 1992 Funding Source for Contract: General Fund Amount: Redevelopment Amount: Other: Nt A o $10,000 o $15,000 Attach pertinent Information Contract Agenda Statement when Hired Consultant (C:\WP51\AClENCY\REMY. TXTJ /& CONSULTANTS/CONTRACTUAL SERVICES SURVEY Professional Consultant X Contractual Service Consultant Name: Company Name: Address: Rick Ryals Ryals & Associates, Inc. [Real Property Consultant] 2103 E1 Camino Real, Suite 201, Oceanside, CA 92054 Vendor Number: Area of Expertise: 92201 Property Acquisition City Staff with same or similar expertise: Community Department Why hire consultant rather than using existing staff or hiring staff with appropriate expertise? 1) Insufficient staff resources 2) Special consultant expertise Department(s) work for: Community DevelopmentlEngineering Department Duties: To conduct property acquisition Work Type (ongoing, one time...): Ongoing (as needed) Date Originally Hired: September 1990 Contract term (renewal dates): Ongoing Time remaining on Contract: Hourly rate or payment schedule: $50/hour, or per task Amount Paid FY 1990-91: $2,776 Amount anticipated for FY 1991-92: $3,000 FY 1991-92 budget for Consultant: $3,124 FY 1992-93 and beyond expectations for use: As needed, depending on need for acquisition FY 1991 FY 1992 Funding Source for Contract: General Fund Amount: Redevelopment Amount: Other: CDBG o $189 $2,687 o $1,811 $1,313 Attach pertinent information Contract ""'''",'' ....""...... -'0'"" , ',.,-,.....~_._~-,.;.. . \ ...-..a.. s.,.'r ...-1IiIed ~r"II'.,1 ......1I......,..,_I.J ..a.wy~ . . (C:\WP51\AQEt4CY\RYALS-2.TXT) /7 CONSULTANTS/CONTRACTUAL SERVICES SURVEY Professional Consultant X Contractual Service Consultant Name: Company Name: Address: Marcia Sculley Sheppard, Mullin, Richter & Hampton 4695 MacArthur Court, Newport Beach, CA 92660 Vendor Number: Area of Expertise: 85315 Legal expertise in Redevelopment contracts City Staff with same or similar expertise: City Attorney (Bruce Boogaard) Why hire consultant rather than using existing staff or hiring staff with appropriate expertise? While certain staff has expertise required to prepare special contracts and documents such as DDAs, plan amendments, and such, staff does not have the necessary time to devote to all Redevelopment projects Department(s) work for: Community Development Duties: Prepare contracts and agreements upon request Work Type (ongoing, one time...): Ongoing (limited to preparation/review of specific documents, especially for Auto Park and Scripps Hospital projects) Date Originally Hired: February 1990 Contract term (renewal dates): Renewable Time remaining on Contract: Indefinite Hourly rate or payment schedule: $ 155/hour Amount Paid FY 1990-91: $33,434.88 Amount anticipated for FY 1991-92: $30,000 FY 1991-92 budget for Consultant: $30,000 FY 1992-93 and beyond expectations for use: $25,000 Funding Source for Contract: General Fund Amount: Redevelopment Amount: . Other: Block Grant (funds carried forward) FY 1991 FY 1992 o $27,000 $4,964.39 o $30,000 o Attach pertinent information Contract Alenda Statement when Hired Consultant /f IC:\WP51\AGENCY\8CULLEY .TXT) CONSULTANTS/CONTRACTUAL SERVICES SURVEY Professional Consultant X Contractual Service Consultant Name: Company Name: Address: Vendor Number: Area of Expertise: Torstan Kruger, Stan Reynolds TorStan Environmental Sciences 160 Chesterfield, Suite 3, Cardiff, CA 92007 88421 Hazardous Materials City Staff with same or similar expertise: None Why hire consultant rather than using existing staff or hiring staff with appropriate expertise? N/ A Department(s) work for: Duties: Community Development Conduct $ite assessments for hazardous materials on properties that the Agency is considering purchasing, advise Agency on issues related to hazardous materials use or storage (e.g., Appropriate Technologies IT), and advise the Agency regarding required hazardous materials removal from properties Work Type (ongoing, one time...): Date Originally Hired: Ongoing February 5, 1991 2 years (end February 5, 1993) Contract term (renewal dates): Time remaining on Contract: 1.5 years Hourly rate or payment schedule: Amount Paid FY 1990-91: Principal: $115/hour; Associate: $75/hour $58,231.60 Amount anticipated for FY 1991.92: $60,000 FY 1991-92 budget for Consultant: $60,000 FY 1992-93 and beyond expectations for use: It is anticipated that an RFP for hazardous materials consultants would be issued in early 1993 FY 1991 FY 1992 Funding Source for Contract: General Fund Amount: Redevelopment Amount: Other: o $30,000 o $30,000 Attach pertinent Information Contract AJenda Statement when Hired Consultant I 11 (C:\WP5 1\AQENCY\TORSTAN.TXT] CONSULTANT CONTRACTS ENGINEERING dO jl CONSULTANT AND CONTRACTUAL SERVICES SURVEY Professional Consultant X Contractual Service Consultant Name: Company Name: Address: ADS Services, Inc. ADS Services, Inc. 5900 Complex Street, Suite 603 San Diego, CA 92123 Vendor Number: 62274 Project: Installation of sewage flow meters Area of Expertise: Sewer flow monitoring, equipment supply and installation City Staff with same or similar expertise: None Why hire consultant rather than using existing staff of hiring staff with appropriate expertise: Manufacturer of equipment is best qualified to do the installation, calibration, and training. Department(s) work for: Public WorkslEngineering Duties: Installation of sewage flow meters Work type: (ongoing, one time) One time Date originally hired: August 7, 1990 Contract term (renewal dates): N/A Time remaining on contract: N/A Hourly rate or payment schedule: $140,873 $71,300 Amount paid FY 1990/91: Amount anticipated for FY 1991/92: $69,573 FY 1991/92 budget for consultant: 0 ($69,573 in existing P.O.) FY 1992/93 and beyond expectations for use: None FY 90/91 FY 91/92 Funding source for contract: General Fund Amount: Redevelopment Amount: Other: Sewer Income fund Attach pertinent information Contract Agenda statement when hired consultant EMC:SB:CONSUL T/cOUNCIL/31 c2! .-,,-~_-,~ ~~,-,-_?-~:~ ~-_ll'...,.~l!l.!'.:;~ .,_, ~''';.~!.,;;.~,~,.,...;_, ~---~~~';~~??t~~~.~ CONSULTANT AND CONTRACTUAL SERVICES SURVEY Professional Consultant X Contractual Service Consultant Name: Company Name: Address: BSI Consultants BSI Consultants 16880 West Bernardo Drive San Diego, CA 92127 Vendor Number: 60771 Project: Area of Expertise: Civil Engineering - plan and map checking and construction inspection services. City Staff with same or simlar expertise: Engineering-subdivision section Why hire consultant rather than using existing staff of hiring staff with appropriate expertise: The workload for plan checldng varies widely depending on real estate market conditions, the economy, etc. It would not be cost effective to hire permanent staff to handle peak workloads. Department(s) work for: Public WorkslEngineering Duties: Review of subdivision grading an~ improvements plans and check final maps for compliance with City standards and requirements. Work type: (ongoing, one time) Ongoing on was neededw basis Date originally hired: August 13, 1986 Contract term (renewal dates): Indeterminate Time remaining on contract: N/A Hourty rate or payment schedule: Project Manager $95/hr; Sr. Plan Check Engineer $85/hr; Clerical $18/hr Amount-paid FY 1990/91: $14,047 Amount anticipated for FY 1991/92: As needed, do not anticipate high need. FY 1991/92 budget for consultant: From developer deposits FY 1992193 and beyonclexpectations for use: FY 90/91 FY 91/92 Funding source for contract: General Fund Amount: Redevelopment Amount: Other: Developer Deposit .14,047 As needed Attach pertinent information Contract Agenda statement when hired consultant EAF:SB:CONSUL TICOUNCIU19 d~ CONSULTANT AND CONTRACTUAL SERVICES SURVEY Professional Consultant X Contractual Service Consultant Name: Company Name: Address: Mac Brown Brown & Harper 12770 High Bluff Drive San Diego, CA 92138 Vendor Number: 66743 Area of Expertise: Bond Counsel Project: Otay lakes Road Phase I, AD 88-1 City Staff with same or simlar expertise: None. Why hire consultant rather than using existing staff of hiring staff with appropriate expertise: Staff does not have the expertise. Mac Brown is considered an expert in his field and is used extensively by agencies throughout southern California. Work load is highly variable and, at times, would not support full-time staff. DepartmentCs) work for: Public Works/Engineering Duties: Provide legal counsel for the proceedings and prepare all legal documents required in the proceedings. Work type: (ongoing. one time) For one project Date originally hired: January 12, 1988 Contract term (renewal dates): No term Time remaining on contract: O-project completed Hourly rate or payment schedule: 1 % of the 1 st $2,000.000 1/2% from $2,000,001 to $5.000,000 1/4 % on balance thereof Amount paid FY 1990/91: $0 Amount anticipated for FY 1 ~91/92: $41 ,000 FY 1991/92 budget for consultant: o--From developer deposits and bond proceeds. FY 1992193 and beyond expectations for use: N/A FY 90/91 FY 91/92 funding source for contract: General Fund Amount: Redevelopment Amount: Other: From bond sale proceeds o $41 ,000 Attach pertinent information Contract Agenda statement when hired consultant DDS:SB:CONSUL T ICOUNCIU13 c23 CONSULTANT AND CONTRACTUAL SERVICES SURVEY Professional Consultant X Contractual Service _ Consultant Name: CompMY Name: Addre..: Mac Brown Brown &. Harper 12770 High Bluff Drive San Diego, CA 92138 Vendor Number: 66743 Project: Eastlake II &. III Assessment District (Greens Assessment District 90-3; Telegraph Canyon Road Phase II-Assessment District 91-1) Area of Expertise: Bond Counsel City Staff with same or similar expertise: None. Why hire consultant rather 1I1an using existing staff of hiring staff with appropriate expertise: Staff does not have the expertise. Mac Brown is considered an expert in his field and is used extensively by agencies throughout southern California. Work load is highly variable and, at times, would not support full-time staff. Department(s) work for: Public WorkslEngineering Duties: Provide legal counseHor the proceedings and prepare all legal documents required in the proceedings. Work type: (ongoing, one time) For a maximum of seven districts within Eastlake II and III. Date originally hired: May 22, 1990 Contract term (renewal dates): December 31, 1999 Time remaining on contract: 8 years Hourly me or payment schedule: Based on bonds for each district: $125/hr not to exceed $3,500 for financing plan; 1 % of the 15t $1,500,000; -112% from $1,500,001 to $5,000,000; 114% from $5,000,001 to $10,000,000; 1/8% on balance thereof Amount paid FY 1990/91: $0 , Amount ..,ticipated for FY 1991/92: .'00,000 FY 1991/92 budget for consu1tant: NIA FY 1992193 ..,d beyond expectations for use: $50,000/year for five years FY 90/91 FY 91/92 Funding source for contract: General Fund Amount: Redevelopment Amount: 01l\er: $3,500 from developer deposit 0 and balance 1I\ereof from bond sale proceeds $100,000 Attach pertinent information Contract Agenda statement when hired consultant DDS:SB:CONSUL T/cOUNCIU18 dt/ CONSULTANT AND CONTRACTUAL SERVICES SURVEY Professional Consultant X Contractual Service _ Consultant Name: Company Name: Address: Mac Brown Brown & Harper 12770 High Bluff Drive San Diego, CA 92138 Vendor Number: 66743 Project: Otay Valley Road Assessment District 90-2 Otay Rio Business Park Assessment District 89-3 Area of Expertise: Bond Counsel City Staff with ome or similar expertise: None. Why hire consultant rather than using existing staff of hiring staff with appropriate expertise: Staff does not have the expertise. Mac Brown is considered an expert in his field and is used extensively by agencies throughout southern California. Workload is highly variable and would not support full-time staff. Department(s) work for: Public Works/Engineering Duties: Provide legal counsel for the proceedings and prepare all legal documents required in the proceedings. Work type: (ongoing, one time) One time: specific Assessment Districts connected with Otay Valley Road Date originally hired: May 22, 1990 Contract term (renewal dates): No term Time remaining on contract: Estimated at two years Hourty rate or payment schedule: $125/hr not to exceed $3,500 for financing plan; based on assessment: 1 % of the 1st $1,500,000; 1/2% from $1,500,001 to $5,000,000; 1/4% from $5,000,001 to $10,000,000; 1/8% on balance thereof based on bond sale. Amount paid FY 1990/91: $0 Amount anticipated for FY 1991/92: $86,000 FY 1991/92 budget for consultant: $6,750 plus developer deposit and bond proceeds FY 1992/93 and beyond expectations for use: $17,500 from developer deposit and bond proceeds. FY 90/91 FY 91/92 Funding source for contract: General Fund Amount: Redevelopment Amount: Other: Developer deposit Bond proceeds Attach pertinent information Contract , Agenda statement when hired consultant o o o $6,750 $6,750 $72,500 DDS:SB:CONSUL TICOUNCIUSO c:<~ CONSULTANT AND CONTRACTUAL SERVICES SURVEY Professional Consultant X Contractual Service f jJ Consultant Name: Company Name: Address: Mac Brown Brown .. Harper 12770 High Bluff Drive San Diego, CA 92138 Vendor Number: 66743 Project: Salt Creek I Assessment District 90-1 Are. of Expertise: Bond Counsel City Staff with s.me 01' almlar expertise: None. Why hire consultant.......r tit... using existing staff of hiring staff with .ppropriate expertise: Staff does not have the expertise. Mac Brown is considered an expert in his field and is used extensively by agencies throughout southern California. Work load is highly variable and, at times, would not support full-time staff. Dep.rtmentCs) work for: Public Works/Engineering Duties: Provide legal counsel for the .proceedings and prepare all legal documents required in the proceedings. Work type: (ongoing, one time) For one project Date origin.lly hired: April 1991 Contr.ct tarm (renewal d.tes): January 1992 Time rem.ining on contr.ct: 6 months Hourly rate or p.yment schedule: Based on bonds for each district: $125/hr not to exceed $3,500 for financing plan; 1% of the 1st $1,500,000; '112% from $1,500,001 to $5,000,000; 1/4% from $5,000,001 to $10,000,000 Amount p.id FY 1990/91: $0 Amount ....ticip.ted for FY 1991/92: $36,000 FY 1991/92 budget for consultant: o-From developer deposits and bond proceeds. FY 1992/93 end beyond expectations for use: N/A FY 90/91 FY 91/92 Funding source for contract: General Fund Amount: Redevelopment Amount: Other: From bond proceeds and a portion from developer deposit. Said deposit may be reimbursed from bond proceeds. o $36,000 Attach pertinent information Contract Agenda statement when hired consultant DDS:SB:CONSUL T/cOUNCIU49 ~i, CONSULTANT AND CONTRACTUAL SERVICES SURVEY Professional Consultant X Contractual Service j/ Consultant Name: Company Name: Address: Frank Dudek Dudek & Associates, Inc. 605 Third Street Encinitas, CA 92024 Vendor Number: 86892 Project: Wastewater Treatment, Disposal, and/or Reclamation Feasibility Study Area of Expertise: EngineeringlEnvironmental Consulting City Staff with same or similar expertise: Sewers Section Why hire consultant rather than using existing staff of hiring staff with appropriate expertise: Consultant has more experience in planning for wastewater treatment, disposal and reclamation facilities. The City does not currently have these types of facilities. Department(s) work for: Public Works/Engineering Duties: Preparation of Wastewater Treatment, disposal, and/or reclamation feasibility study Work type: (ongoing, one time) One time Date originally hired: September 12, 1989 Contract term (renewal dates): N/A Time remaining on contract: N/A Hourly rate or payment schedule: .150,000 $123.00 Amount paid FY 1990/91: Amount anticipated for FY 1991/92: $10,646.32 FY 1991/92 budget for consultant: 0 ($10,646.32 remaining in existing P.O.) FY 1992/93 and beyond expectations for use: FY 90/91 FY 91/92 Funding source for contract: General Fund Amount: Redevelopment Amount: Other: Trunk Sewer Capital Reserve Attach pertinent infonnation Contract Agenda statement when hired consultant EMC:SB:CONSUL T/COUNCIU36 :<1 '~-V~~_fl:~.tiiL;~~>~';"li~'" CONSULTANT AND CONTRACTUAL SERVICES SURVEY Professional Consultant X Contractual Service _ I Consultant Name: Company Name: Addre..: Jeff Olsen Engineering Science, Inc. 9404 Genesee Avenue, Suite 140 La Jolla, CA 92037 Vendor Number: 69915 Project: Public Works Facility Plan-Phase II Area of Expertise: General engineering consultant City Staff with same or simlar expertise: Sewers and Advanced Planning ---- Why hire consultant I'IIther than using existing staff of hiring staff with appropriate expertise: The study requires experience in various civil engineering specialties and current staff doesn't have experience in all of them. It would be hard to find someone who can duplicate the consultant's expertise. Department(s) work for: Public WorkslEngineering Duties: Preparation of Public Works Facility Plan-Phase II Work type: (ongoing. one time) One time Date originally hired: May 16, 1989 Contract term (renewal dates): N/A nme remaining on contract: N/A Hourly rate or payment schedule: .102,700 + $2,000 (1st amendment) Amount paid FY 1990/91: $17,256.80 Amount anticipated for FY 1991/92: $10,490.70 FY 1991/92 budget for consultant: .10,490.70 in existing P.O. FY 1992/93 and beyond expectations for use: N/A FY 90/91 FY 91/92 Funding source for contract: General Fund Amount: Redevelopment Amount: Other: Trunk sewer capital reserve Attach pertinentinf~tion Contract Agenda statement when hired consultant EMC:SB:CONSUL T/COUNCILI32 cPf ..".,<'......~,_;,;;:............... ' -.<'._.... ~k~~~~,,:..:.~:i,;j;A.,:a.;..."--r. CONSULTANT AND CONTRACTUAL SERVICES SURVEY P'of...~aI Consultant X Contractual Service Consult.,t Name: Company Name: Address: William Harshman 23341 Wilkes Road Valley Center, CA 92082 Vendor Number: 54412 Project: Area of Expertise: Sewer planning (former City Senior Civil Engineer) City Staff with same or slmlar expertise: Sewers Section Why hire consultant ra1her than using existing staff of hiring staff with appropriate expertise: Due to his long experience (33 years), as an employee of the City with interagency sewer matters as one of his primary duties. He has specialized knowledge valuable to the City. Mr. Harshman basically functions as a part-time employee to supplement City staff. Department(s) work for: Public WorkslEngineering Duties: Planning and review assistance to City staff of Metropolitan Sewerage System and City sewer matters. Work type: (ongoing, one time) Ongoing Date originally hired: August 1985 Contract term (renewal dates): 13 months (7/1/91-7/31/92) Time remaining on contract: 12 months through July 31, 1992 Hourly rete or payment schedule: $40.00/hr Amount paid FY 1990/91: $18,000 Amount .uicipated for FY 1991/92: $20,000 FY 1991/92 budget for consultant: $20,000 FY 1992/93 .,d beyond expectations for use: $20,000/year FY 90/91 FY 91/92 Funding source for contract: General Fund Amount: Redevelopment Amount: Other: Trunk sewer capital reserve $18,000 $20,000 Attach pertinent information Contract Agenda statement when hired consultant EMC:SB:CONSUL T /COUNCIU33 $ CONSULTANT AND CONTRACTUAL SERVICES SURVEY Professional Consultant X Contractual Service _ Consultant Name: Company Name: Address: JHK & Associates JHK & Associates 8989 Rio San Diego Drive, Suite 335 San Diego, CA 92108 Vendor Number: 62333 Project: Traffic Computer System Implementation Area of Expertise: Traffic Design and planning City Staff with same or similar expertise: Task required specialized knowledge and application of patented computer programs not available to staff. Why hire consultant rather than using existing staff of hiring staff with appropriate expertise: Work to be performed required development and application of a computerized traffic signal system program. Department(s) work for: Public WorkslEngineering Duties: Work type: (ongoing, one time) One time Date originally hired: September 20, 1988 Contract term (renewal dates): 1 5 months from notice to proceed Time remaining on contract: None Hourly rate or payment schedule: Not to exceed $363,637 Amount paid FY 1990/91: $60,470 Amount anticipated for FY 1991/92: None FY 1991/92 budget for consultant: None FY 1992/93 and beyond expectations for use: None Funding source for contract: General Fund Amount: Redevelopment Amount: Other: Traffic Signal Fund 10% Federal Funds 90% FY 90/91 FY 91/92 $6,047 $54,423 Attach pertinent information Contract Agenda statement when hired consultant ZAO:SB:CONSUL T/cOUNCIU38 c$O &" .._.... ~~ ,.~~4 ! I ~ --U ;/ CONSULTANT AND CONTRACTUAL SERVICES SURVEY Professional Consultant X Contractual Service Consultant Name: Company Name: Address: JHK &. Associates JHK &. Associates 8989 Rio San Diego Drive, Suite 335 San Diego, CA 92108 Vendor Number: 62333 Project: Traffic Study for realignment of Woodlawn Avenue from wEw Street to wHw Street as part of the Circulation system for the General Plan update. Area of Expertise: Traffic Design and planning City Staff with same or similar expertise: Ves Why hire consultant rather than using existing staff of hiring staff with appropriate expertise: The work requires a large amount of concentrated staff time over a short period of time. After this project is completed, the work load can be handled by existing staff. Department(s) work for: Public Works/Engineering Duties: Prepare alignment study for Woodlawn Avenue fromwEw Street to wHw Street. Work type: (ongoing, one time) One time Date originally hired: November 1, 1988 Contract term (renewal dates): 30 days Time remaining on contract: Consultant has completed draft work. Because this is a low priority project, Itaff did not complete review until this fiscal year because of other higher priority tasks. Hourly rate or payment schedule: L.S. $6,250 Amount paid FY 1990/91: o Amount anticipated for FY 1991/92: $2,400 carried over from last fiscal year fY 1991/92 budget for consultant: 0 FY 1992/93 end beyond expectations for use: 0 FY 90/91 FY 91/92 Funding source for contract: General Fund Amount: Redevelopment Amount: Other: Transportation DIF 621-621o-EOOO2 Attach pertinent information Contract Agenda statement when hired consultant o $2,400 ZAO:SB:CONSUL T /COUNCIU40 $1 .do', ... CONSULTANT AND CONTRACTUAL SERVICES SURVEY Professional Consultant X Contractual Service _ Consultant Neme: Company Name: Address: Carl Kadie Kadie-Jensen 7801 Mission Center court San Diego, CA 92108 Vendor Number: 55613 Project: Eastlake II & III Assessment District (Greens Assessment District 90-3; Telegraph Canyon Road Phase II-Assessment District 91-1) Area of Expertise: Financial Consultant City Staff with same or similar expertise: None. Why hire consultant rather than using existing staff of hiring staff with appropriate expertise: present staff does not have expertise. Staff with appropriate expertise could be hired, however, the need for services is dependent on developers utilizing public financing. Department(s) work for: Public WorkslEngineering Duties: Provide services for financial planning and for the sale of each bond issue. Work type: (ongoing. one time) For a maximum of seven districts within Eastlake II and III. Date originally hired: May 22, 1990 Contract term (renewal dates): December 31, 1999 Time remaining on contract: 8 years Hourly rate or payment schedule: $125/hr not to exceed $7,500 for financing plan; $27,000/district; $12,500 max/district for out of pocket; $1},500 max/district for appraisal + CPI adjustment. Amount paid FY 1990/91: $4,375 for appraisal service . Amount Mticipated for FY 1991/92: $110,000 FY 1991/92 budget for consultant: Q--From developer deposits and bond proceeds. FY 1992/93 Md beyond expectations for use: $57,000 for five years Funding source for contract: General Fund Amount: Redevelopment Amount: Other: Developer deposit for a portion which is reimbursed from proceeds of bond sale. Balance is paid from proceeds of bond sale. FY 90/91 FY 91/92 $4,375 $110,000 Attach pertinent information Contract Agenda statement when hired consultant DDS:SB:CONSUl T/cOUNCIU17 ,3:;' _ ~.....~..,,____~~3< :','''''' -. -. ~J)..~ ~ CONSULTANT AND CONTRACTUAL SERVICES SURVEY Professional Consultant X Contractual Service Consultant Name: Company Name: Address: Carl Kadie Kadie-Jensen 7801 Mission Center Court San Diego, CA 92108 Vendor Number: 55613 Project: Salt Creek Assessment District 90-1 Area of Expertise: Rnancial Consultant City Staff with same or similar expertise: None. Why hire consultant rather than using existing staff of hiring staff with appropriate expertise: present staff does not have expertise. Staff with appropriate expertise could be hired, however, the need for services is dependent on developers utilizing public financing. Department(s) work for: Public WorkslEngineering Duties: Provide services for financial planning and for the sale of each bond issue. Work type: (ongoing. one time) For one project Date originally hired: April 1991 Contract term (renewal dates): No term Time remaining on contract: Estimated at 6 months Hourly rate or payment schedule: $130thr not to exceed $3.500 for financing plan; upon bond sale $30,000, not to exceed $12,500 out of pocket; and $17. 500/appraisal Amount paid FY 1990/91: o Amount anticipated for FY 1991/92: $60,000 FY 1991/92 budget for consultant: o-From developer deposits and bond proceeds. FY 1992/93 and beyond expectations for use: FY 90/91 FY91/92 . Funding source for contract: General Fund Amount: Redevelopment Amount: Other: Developer deposit for a portion which is reimbursed from proceeds of bond sale. Balance is paid from proceeds of bond sale. $60,000 Attach pertinent information Contract Agenda statement when hired consultant Dos:SB:CONSUL T/COUNCILJ53 $3 ._.-.._-~.... .& A/} q CONSULTANT AND CONTRACTUAL SERVICES SURVEY Professional Consultant X Contractual Service _ Consultant Name: Company Name: Address: Carl Kadie Kadie-Jensen 7801 Mission Center court San Diego, CA 92108 Vendor Number: 55613 Project: Otay Valley Road Assessment District 90-2 Otay Rio Business Park Assessment District 89-3 Area of Expertise: Financial Consultant City Staff with same or similar expertise: None. Why hire consultant rather than using existing staff of hiring staff with appropriate expertise: present staff does not have expertise. Staff with appropriate expertise could be hired, however, the need for services is dependent on developers utilizing public financing with times when more work than one person could handle and other times when no work would exist. Department(s) work for: Public Works/Engineering Duties: Provide services for financial planning and for the sale of each bond issue. Work type: (ongoing, one time) One time: specific Assessment Districts connected with Otay Valley Road Date originally hired: May 22, 1990 Contract term (renewal dates): March 1992 Time remaining on contract: 8 months Hourly rate or payment schedule: $125/hr not to exceed $24,500 for financing plan; + $27,000 per district upon bond sale; not to exceed $12,500/district out of pocket; and not to exceed $17, 500/appraisal Amount paid FY 1990/91: $4,375 for appraisal Amount anticipated for FY 1991/92: $120,625 FY 1991/92 budget for consultant: $36,625 plus developer deposit and bond proceeds FY 1992/93 and beyond expectation. for use: $60,500 FY 90/91 FY 91/92 Funding source for contract: General Fund Amount: Redevelopment Amount: Other: Developer Deposit Bond proceeds $4,375 o o $36,625 $47,000 $37,000 Attach pertinent information Contract Agenda statement when hired consultant DDS:SB:CONSUL TlCOUNCILI51 ~tf ,I . _. ____<~_."""'-~"".,..-..,,,.....;:,...~i:i,. . ~../.;.." CONSULTANT AND CONTRACTUAL SERVICES SURVEY Professional Consultant X Contractual Service Consultant Name: Compeny Name: Address: Carl Kadie Kadie-Jensen 7801 Mission Center court San Diego, CA 92108 Vendor Number: 55613 Area of Expertise: Financial Consultant Project: Otay Lakes Road Phase I, AD 88-1 City Staff with same or similar expertise: None. Why hire consultent rather than using existing staff of hiring staff with appropriate expertise: present staff does not have expertise. Staff with appropriate expertise could be hired, however, the need for services is dependent on developers utilizing public financing. Department(s) work for: Public Works/Engineering Duties: Provide services for financial planning and for the sale of each bond issue. Work type: (ongoing, one time) For one project D8te originally hired: January 12, 1988 Contract term (renewal dates): Through completion of bond sale Tune remaining on contract: O-project completed Hourly rate or payment schedule: $100/hr not to exceed $3,000 + $26,000 contingent on bond sale + not to exceed $3,500 out of pocket + cPt adjustment Amount paid FY 1990/91: $0 Amount anticipated for FY 1991/92: $36,000 FY 1991192 budget for consultant: o-From developer deposits and bond proceeds. FY1992/93 and beyond expectations for use: N/A FY 90/91 FY 91/92 Funding source for contract: General Fund Amount: Redevelopment Amount: Other: Bond sale Developer deposit for a portion which is reimbursed from proceeds of bond sale. Balance il paid from proceeds of bond sale. $36,000 Attach pertinent information Contract Agenda statement when hired consultant DDS:SB:CONSUL T /COUNCIU12 ~'.)~ c;5~ /; CONSULTANT AND CONTRACTUAL SERVICES SURVEY Professional Consultant X Contractual Service _ Consultant Name: Company Name: Address: Charles Bras Leedshill-Herkenhoff, Inc. 10225 Barnes Canyon Road, Suite A-210 San Diego, CA 92121 Vendor Number: 66920 Project: Project study report for 1-805/East -H- Street interchange improvements Area of Expertise: Civil engineering City Staff with same or similar expertise: Umited Why hire consultant rather than using existing staff of hiring staff with appropriate expertise: The work requires a large amount of concentrated staff time over a short period of time. After this project is completed, the work load can be handled by existing staff. Department(s) work for: Public Works/Engineering Duties: . Work type: (ongoing, one time) One time Date originally hired: September 19, 1989 Contract term (renewal dates): Until completion of project Tune remaining on contract: Hourty rate or payment schedule: Not to exceed $45,237 Amount paid FY 1990/91: $27,803 Amount anticipated for FY 1991/92: $922 FY 1991/92 budget for consultant: $922 FY 1992/93 end beyond expectations for use: No FY 90/91 FY 91/92 Funding source for contract: General Fund Amount: Redevelopment Amount: Other: Transportation DIF $27,803 $922 . Attach pertinent information Contract Agenda statement when hired consultant ZAO:SB:CONSUL T/COUNCIU47 g.~ -.- ~._,,-....;~ . ,,~. ...~..;..~ CONSULTANT AND CONTRACTUAL SERVICES SURVEY Professional Consultant X Contractual Service / Consultant Name: Company Name: Addre..: David Keltner Muni Financial Services 42217 Rio Nedo #A203 Temecula, CA 92390 Vendor Number: 94371 Project: Salt Creek I Assessment District 90-1 Area of Expertise: Assessment Engineering City Staff with same or similar expertise: None Why hire consultant rllther than using existing staff of hiring staff with appropriate expertise: Present staff does not have expertise. Staff with appropriate expertise could be hired however the need for services is dependent on developers wanting to use public financing. Department(s) work for: Public WorkslEngineering Duties: Perform assessment engineering and related services to assist in the preparation of an overall feasibility of financing plan and perform assessment engineering functions. Work type: (ongoing, one time) For one project Date originally hired: April 1991 Contract term (renewal dates): January 1992 Time remaining on contract: 6 months Hourly rate or payment schedule: Payable monthly based on % of work completed, $56,650 Amount paid FY 1990/91: $2,200 Amount anticipated for FY 1991192: $54,000 FY 1991/92 budget for consultant: o--From developer deposits and bond proceeds. FY 1992/93 and beyond expectations for use: N/A FY 90/91 FY 91/92 Funding source for contract: General Fund Amount: Redevelopment Amount: Other: Developer Deposit and reimbursements from bond proceeds $2,200 $54,000 Attach pertinent information Contract Agenda statement when hired consultant DDS:SB:CONSUL T ICOUNCIL/52 31 .. ,- .' .,,'~" .,~: ," CONSULTANT AND CONTRACTUAL SERVICES SURVEY Professional Consultant X 'Contractual Service _ Consultant Name: Company Name: Address: Tom Meade Municipal Finance Administration 7801 Mission Center Court #460 San Diego, CA 92108 Vendor Number: 86310 Project: Otay Lakes Road, Phase I, AD 88-1; Otay Lakes Road, AD 88-2; Transportation DIF Update; Telegraph Canyon Drainage DIF Area of Expertise: Project manager for special financing and assessment districts City Staff with same or similar expertise: Why hire consultant rather than using existing staff of hiring staff with appropriate expertise: Present staff does not have the expertise, the work load is highly variable and, at times, would not support fulHime staff. Department(s) work for: Public WorkslEngineering Duties: Project management for Assessment District 88-1 and 88-2, update of the Transportation DIF report and fee and preparation of a drainage plan and fee for Telegraph Canyon Channel. Work type: (ongoing. one time) For four specific projects Date originally hired: September 26, 1989 Contract term (renewal dates): Complete Task A by October 31, 1991 . Time remaining on contract: - 3 months Hourly rate or payment schedule: $901hr not to exceed $33,485 Amount paid FY 1990/91: $1,778.50 Amount anticipated for FY 1991/92: $6,481.50 fY 1991/92 budget for consultant: NI A FY 1992/93 and beyond expectations for use: N/A FY 90/91 FY 91/92 Funding source for contract: General Fund Amount: Redevelopment Amount: Other: Developer Deposit- $1,788.50 -$3.260 reimbursed to developer from AD 88-1 bond proceeds $6,481.50 Attach pertinent information Contract Agenda statement when hired consultant DDS:SB:CONSUL T/COUNCIU14 ~f --~,..*~ CONSULTANT AND CONTRACTUAL SERVICES SURVEY Prof.ssional Consultant X Contractual Service Consultant Name: Company Name: Address: Tom Meade Municipal Finance Administration 7801 Mission Center Court #460 San Diego, CA 92108 Vendor Number: 86310 Project: Otay Valley Road Assessment District 90-2 Otay Rio Business Park Assessment District 89-3 Area of Expertise: Project manager for special financing and assessment districts City Staff with same or simlar expertise: None. Why hire consultant rather than using existing staff of hiring staff with appropriate expertise: Present staff does not have the expertise. Staff could be added that would gain the necessary experience, however, the workload is highly variable and at times would not support full-time staff. Department(s) work for: Public Works/Engineering Duties: Project management for Otay Valley Road Assessment District 90-2 and Otay Rio Business Park Assessment District 89-3 Work type: (ongoing, one time) One time: specific assessment districts connected with Otay Valley Road Date originally hired: May 22, 1990 Contract term (renewal dates): No term Time remaining on contract: Estimated at 2 years Hourly rate or payment schedule: $95/hr not to exceed $13,500 for all financing plans, not to exceed $15,000 for AD 90-2, not to exceed $30,000 for AD 89-3 (2 phases) Amount paid FY 1990/91: $10,203 Amount anticipated for FY 1991/92: $19,722 FY 1991/92 budget for consultant: $826.75 plus developer depOSit FY 1992/93 and beyond expectations for use: $15,000 FY 90/91 FY 91/92 Funding source for contract: General Fund Amount: Redevelopment Amount: Other: Developer Deposit Bond proceeds $5,923.25 $2,854.75 o $826.75 .18,895.25 o Attach pertinent information Contract Agenda statement when hired consultant DDS:SB:CONSUL T /COUNCIL/57 ~1 i~ CONSULTANT AND CONTRACTUAL SERVICES SURVEY Professional Consultant X Contractual Service _ Consultant Name: Company Name: Address: Tom Meade Municipal Finance Administration 7801 Mission Center Court #460 San Diego, CA 92108 Vendor Number: 86310 Project: Project management services to update the Transportation Phasing Plan for the eastern territories Area of Expertise: Project management services in Public Financing City Staff with same or simlar expertise: None Why hire consultant rather than using existing staff of hiring staff with appropriate expertise: Project requires special knowledge of transportation financing. When the project is completed, maintenance of the program can be handled by existing staff. Department(s) work for: Public WorkslEngineering Duties: Work type: (ongoing, one time) One time Date originally hired: April 3, 1990 Contract term (renewal dates): Was renewed until January 15, 1991 Time remaining on contract: None Hourly rllte or payment schedule: $95/hr not to exceed $9,500 Amount paid FY 1990/91: $4,236 Amount anticipated for FY 1991/92: None FY 1991/92 budget for consultant: None FY 1992/93 and beyond expectations for use: None FY 90/91 FY 91/92' Funding source for contract: General Fund Amount: Redevelopment Amount: Other: Transportation DIF 621-621o-5201-ED005 Attach pertinent information Contract Agenda statement when hired consultant $4,236 o ZAO:SB:CONSUL T /COUNClU45 f0 ~'"""-"'-..''''' ~>L_ CONSULTANT AND CONTRACTUAL SERVICES SURVEY Professional Consultant X Contractual Service Consultant Name: Company Name: Address: Tom Meade Municipal Finance Administration 7801 Mission Center Court 1460 San Diego, CA 92108 Vendor Number: 86310 Project: Eastlake II & III Assessment District (Greens Assessment District 90-3; Telegraph Canyon Road Phase II-Assessment District 91-1) Area of Expertise: Project manager for special financing and assessment districts City Staff with lame or slmBar expertise: None Why hire consultant rather than using existing staff of hiring staff with appropriate expertise: Present staff does not have the expertise. Work load is highly variable and, at times, would not support full-time staff. Department(s) work for: Public Works/Engineering Duties: Project management for Assessment Districts for Eastlake II and III to date that includes Assessment District 90-3 and 91-1. Work type: (ongoing, one time) For a maximum of seven districts within Eastlake II and III. Date originally hired: May 22, 1990 Contract term (renewal dates): December 31, 1999 Time remaining on contract: 8 years Hourly rate or payment schedule: $95/hr not to exceed $17,500/district $95/hr not to exceed $10,000 for financing plan and CPI adjustment Amount paid FY 1990/91: $22,771.50 Amount anticipated for FY 1991/92: $22,000 FY 1991/92 budget for consultant: O-From developer deposits and bond proceeds. FY 1992/93 and beyond expectations for use: $17,500/year for five years FY 90/91 FY 91/92 Funding source for contract: General Fund Amount: Redevelopment Amount: Other: Developer deposit which is reimbursed from bond sale proceeds. $22,722 $22,000 Attach pertinent information Contract Agenda statement when hired consultant DDS:SB:CONSUL T/COUNCILI1 5 /; L.,{, t .I ." .,.1.__~ ._.... .. ....' ..~';~~-.'~ " ....'i..lM...;... .~- v CONSULTANT AND CONTRACTUAL SERVICES SURVEY Professional Consultant X Contractual SeNice _ Consultant Name: Company Name: Address: Tom Meade Municipal Finance Administration 7801 Mission Center Court #460 San Diego, CA 92108 Vendor Number: 86310 Project: Salt Creek I Assessment District 90-1 Area of Expertise: Project manager for special financing and assessment districts City Staff with same or similar expertise: None Why hire consultant rather than using existing staff of hiring staff with appropriate expertise: Present staff does not have the expertise. Work load is highly variable and, at times, would not support fulHime staff. Work type: (ongoing, one time) For one project Date originally hired: June 1991 Contract term (renewal dates): No term Time remaining on contract: Estimated at 6 months Hourly rate or payment schedule: .1oothr not to exceed $16,000 Amount paid FY 1990/91: o Amount enticipated for FY 1991/92: $16,000 FY 1991/92 budget for consultant: o-From developer deposits and bond proceeds. FY 1992193 and beyond expectations for use: FY 90/91 FY 91/92 Funding source for contract: General Fund Amount: Redevelopment Amount: Other: Developer deposits Bond proceeds $2,500 $13,500 Attach pertinent information Contract Agenda statement when hired consultant DDS:SB:CONSUL T ICOUNCIL/58 / / . 9;; , ,';;"'~'-.L;"'.";.;~~~..:.~..._, .'i.~~;;'~~,"J..i:JJI CONSULTANT AND CONTRACTUAL SERVICES SURVEY Professionel Consultant X Contractual Service _ Consultant Name: ComPMY Name: Address: Torsten Kruger TorStan, Inc. 160 Chesterfield, Suite 3 Cardiff, CA. 92007 Vendor Number: 88421 Project: Paint Pit Removal Area of Expertise: Environmental sciences, ground and groundwater contamination, soil testing. City Staff with same or simlar expertise: None. Why hire consultant rather than using existing staff of hiring staff with eppropriate expertise: This is a one time only project of major work efforts with very specialized knowledge requirements. This includes field sampling and laboratory testing services for which the City has neither the equipment nor personnel with specialized knowledge. The consultant also provides the total number of personnel required for all stages which varies greatly depending upon the phase. Department(s) work for: Public Works/Engineering Duties: Project management from environmental aspects, liaison with State regulatory agencies, field sampling and laboratory testing services, recommendations on and design of ground and groundwater cleanup processes and techniques in connection with removal and cleanup of former paint disposal pit at the Corporation yard. Work type (ongoing, one time): Ongoing for duration of this one time project. Date originally hired: March 15, 1990 Contract term (renewal datesl: Phases II and III - June 30, 1993, Phases IV (State mandated monitoring) - 1997. Time remaining on contract: Phases II and III - 2 years; Phase IV - 5 years Hourly rate or payment schedule: Per Schedule; from $25.00 per hour for clerical to $115.00 per hour for Principal Scientist. Amount paid FY 1990/91: $193,367.56 Amount ...ticipated for FY 1991/92: $211,520 FY 1991/92 budget for consultant: $211,519 FY 1992/93 and beyond expectations for use: $24,000 per year for remaining four years of State mandated five year groundwater monitoring period. FY 90/91 FY 91/92 funding source for contract: General Fund Amount: Redevelopment Amount: Other: $193,367.56 $211,519 Attach pertinent information Contract . Agenda statement when hired consultant CLS:SB/CONSUL T/COUNCIU1 M ~-.," __ .,,--,-,:...~..,;,.,,;,.:....::Sil..-,*,;;,.:' -~~~:;.."<-=- CONSULTANT AND CONTRACTUAL SERVICES SURVEY Professional Consultant X Contractual Service X Consultant Name: Company Name: Address: Torsten Kruger TorStan, Inc. 160 Chesterfield, Suite 3 Cardiff, CA. 92007 Vendor Number: 88421 Project: Prudential Groundwater Contamination Area of Expertise: Environmental sciences, ground and groundwater contamination, soil testing. City Staff with same or similar expertise: None. Why hire consultant rather than using existing staff of hiring staff with appropriate expertise: This is a one time only project with very specialized knowledge requirements. This includes field sampling and laboratory testing services for which the City has neither the equipment nor personnel with specialized knowledge. The consultant also provides the coordination with the State regulatory agencies that are monitoring both this problem and the connected project of removing the paint pit. Department(s) work for: Public Works/Engineering Duties: Project coordination from environmental aspects, liaison with State regulatory agencies, field sampling and laboratory testing services as necessary. This contamination affects our Cleanup of former paint disposal pit at the Corporation yard. Work type (ongoing, one time): Ongoing for duration of this one time project. Date originally hired: March 15, 1990 In connection with Paint Pit Removal. Contract term (renewal dates): Until paint pit is cleaned up (1997) or the Prudential contamination no longer affects our site, whichever comes first. Tune remaining on contract: Indefinite, based on not to exceed expenditure of maximum of $5,000. Hourly rete or payment schedule: Per Schedule; from $25.00 per hour for clerical to $115.00 per hour for Principal Scientist. Amount paid FY 1990/91: $30,511.78 Amount anticipated for FY1991/92: $2,488.72 FY 1991/92 budget for consultant: $2,488.22 FY 1992/93 and beyond expectations for use:Any remainder of the $2,488.22 currently budgeted, but not used this fiscal year. FY90/91 FY91/92 Funding source for contract: General Fund Amount: Redevelopment Amount: Other: $30,511.78 $2,488.22 Attach pertinent information Contract Agenda statement when hired consultant CLS:SBICONSUL T/COUNClue if CONSULTANT AND CONTRACTUAL SERVICES SURVEY Professional Consultant X Contractual Service Iv y Consultent Name: Company Name: Address: John C. Tsiknas 15644 Caldas de Reyes San Diego, CA 92128 Vendor Number: 61320 Project: Project manager for system implementation services for traffic signal master control Area of Expertise: Traffic Signal System Design City Staff with same or simDar expertise: Staff has a limited experience in traffic signal timing. Why hire consultant rather than using existing staff of hiring staff with appropriate expertise: John Tsiknas has more than 20 years experience in traffic signal design and timing with the City of San Diego. When his signal management and timing services are completed, the signal timing function can be handled by existing staff. Department(s) work for: Public WorkslEngineering Duties: Work type: .ongoing. one time) Ongoing Date originally hired: February 1987 Contract term .renewal dates): Renewed on February 26, 1991 Time remaining on contract: Contract until December 1992 Hourly rate or payment schedule: $80thr Amount paid FY 1990/91: $2,792.50 Amount anticipated for FY 1991/92: $10,000 carried over from last fiscal year fY 1991/92 budget for consultant: .10,000 fY 1992/93 and beyond expectations for use: $5,000 FY 90/91 FY 91/92 Funding source for contract: General Fund Amount: Redevelopment Amount: Other: Traffic Signal Fund 600-6005- TS 19 $2,793 $10,000 Attach pertinent information Contract Agenda statement when hired consultant ZAO:SB:CONSUL T ICOUNCIU41 ~ / I I."] Y CONSULTANT AND CONTRACTUAL SERVICES SURVEY Professional Consultant X Contractual Service _ Consultant Name: Company Name: Address: Unknown Not yet contracted Vendor Number: Area of Expertise: Sewer, legal, financial Project: Metro Sewer Upgrade City Staff with same or similar expertise: None with level of expertise needed. Why hire consultant rather than using existing staff of hiring staff with appropriate expertise: The City Attorney is overloaded with work and the Director of Public Works will be involved and spend a lot of time on process. The decision to stay with Metro could mean $150 million to Chura Vista. We need all the expertise we can get. Department(s) work for: Public Works/Engineering Duties: Work type: (ongoing, one time) Advisory Date originally hired: N/A (Proposed Summer/Fall 1991 Contract term (renewal dates): 1 year with possible extension Time remaining on contract: Hourly rate or payment schedule: Amount paid FY 1990/91: Amount anticipated for FY 1991/92: FY 1991/92 budget for consultant: FY 1992/93 and beyond expectations for use: FY 90/91 FY 91/92 Funding source for contract: General Fund Amount: Redevelopment Amount: Other: Sewer $100,000 Attach pertinent information Contract Agenda statement when hired consultant JPL:SB:CONSUL T/COUNCIL/l0 ~ CONSULTANT AND CONTRACTUAL SERVICES SURVEY Professional Consultant X Contractual Service Consultant Name: Company Name: Address: Willdan Associates Willdan Associates 6363 Greenwich Drive, Suite 250 San Diego, CA 92122-3939 ~ Vendor Number: 55602 Project: Eastlake I Assessment District 85-2 and 86-1 Reapportionment Area of Expertise: Assessment Engineering City Staff with same or similar expertise: Director of Public Works Why hire consultant rather than using existing staff of hiring staff with appropriate expertise: Willdan has all information computerized. The present staff handling this work is only one person and did not have the expertise to take over this project. Work load is highly ~ariable and, at times, would not support full-time staff. Department(s) work for: Public Works/Engineering Duties: Reapportion assessments and prepare tape to go to County. Work type: (ongoing, one time) On going (once per year) Date originally hired: April 1989 Contract term (renewal dates): September 1, 1994 Time remaining on contract: 3 years Hourly rate or payment schedule: Minimum $1,000 or $1.50/p~rcel on tape and CPI adjustment and $20/parcel for reapportionment. Amount paid FY 1990/91: $6,966 Amount anticipated for FY 1991/92: $8,000 FY 1991/92 budget for consultant: O--From developer deposits. FY 1992/93 and beyond expectations for use: $8,000-$10,000 estimated per year FY 90/91 FY 91/92 . Funding source for contract: General Fund Amount: Redevelopment Amount: Other: Developers deposit required prior to final maps recording and for AD 90-3 the $1.50/parcel is paid from the AD fund $6,966 $8,000 Attach pertinent information Contract Agenda statement when hired consultant DDS:SB:CONSUL T/COUNCIU61 '17 CONSULTANT AND CONTRACTUAL SERVICES SURVEY Professional Consultant X Contractual Service _ Consultant Name: Company Name: Address: Willdan Associates Willdan Associates 6363 Greenwich Drive '250 San Diego, CA 92122 Vendor Number: Area of Expertise: 55602 Project: Assessment Engineering Otay Lakes Road, Phase I AD 88-1 City Staff with same or simler expertise: None Why hire consultant rather than using existing staff of hiring staff with appropriate expertise: Present staff does not have expertise. Staff with appropriate expertise could be hired, however, the need for services is dependent on developers wanting to use public financing. Department(l) work for: Public WorkslEngineering Duties: Perform assessment engineering and related services to assist in the preparation of an overall feasibility of financing plan and perform assessment engineering functions. Work type: (ongoing, one time) For one project Date originally hired: '-22-88 Contract term (renewal dates): Until termination of agreement or until project completion. Time remaining on contract: o-Project completed. Hourly rate or payment schedule: $55,000 + $3,000 for out of pocket + CPI adjustment Amount paid FY 1990/91: $259,000 Amount anticipated for FY 1991/92: $6,200 FY 1991192 budget for consultant: o-From developer deposits and bond proceeds. FY 1992193 and beyond expectations for use: N/A .FY 90/91 FY 91/92 Funding source for contract: General Fund Amount: Redevelopment Amount: Other: Developer Deposit- .Reimbursed to developer from A.D. bond proceeds $259,000 $6,200 Attach pertinent information Contract Agenda statement when hired consultant DDS:SB:CONSULT/COUNCIU11 1/t' ----~~ CONSULTANT AND CONTRACTUAL SERVICES SURVEY Professional Consultant X Contractual Service _ Consultant Name: Company Name: Address: Willdan Associates Willdan Associates 6363 Greenwich Drive #250 San Diego. CA 92122 Vendor Number: 55602 Project: Eastlake II & III Assessment District (Greens Assessment District 90-3; Telegraph Canyon Road Phase II-Assessment District 91-1) Area of Expertise: Assessment Engineering City Staff with same or similar expertise: None Why hire consultant rather than using existing staff of hiring staff with appropriate expertise: Present staff does not have expertise. Staff with appropriate expertise could be hired. however. the need for services is dependent on developers wanting to use public financing. Department(s) work for: Public Works/Engineering Duties: Perform assessment engineering and related services to assist in the preparation of an overall feasibility of financing plan and perform assessment engineering functions. Work type: (ongoing. one time) For a maximum of seven districts within Eastlake II and III. Date originally hired: May 22. 1990 Contract term (renewal dates): December 31, 1999 Time remaining on contract: 8 years Hourly rate or payment schedule: Paid monthly on basis of work completed. $58,000 for finance plan; $52.000/district except 90-3 at $70,000 + CPI adjustment. Amount paid FY 1990/91: $76.130.85 Amount anticipated for FY 1991/92: .103,000 FY 1991/92 budget for consultant: O--From developer deposits and bond proceeds. FY 1992/93 and beyond expectations for use: $52.000/year for 5 years FY 90/91 FY 91/92 Funding lource for contract: General Fund Amount: Redevelopment Amount: Other: Developer deposit which all but $58,000 is to be reimbursed from bond proceeds. $16.131 $103.000 Attach pertinent information Contract Agenda statement when hired consultant DDS:S8:CONSUL T/COUNCIU18 l/1 v CONSULTANT AND CONTRACTUAL SERVICES SURVEY Profession" Consultllnt X Contractual Service _ Consultant Name: Company Name: Address: Willdan Associates Willdan Associates 6363 Greenwich Drive, Suite 250 San Diego, CA 92122-3939 Vendor Number: 55602 Project: East -H- Street Assessment District 8701 Reapportionment and Eastlake Greens Assessment District 90-3 Reapportionment Area of Expertise: Assessment Engineering City Staff with same or similar expertise: Director of Public Works Why hire consultant rather then using existing staff of hiring staff with appropriate expertise: Willdan has all information computerized. The present staff handling this work is only one person and did not have the expertise to take over this project. Work load is highly variable and, at times, would not support full-time staff. DepartmentCs) work for: Public Works/Engineering Duties: Reapportion assessments and prepare tape to go to County. .t Work type: (ongoing, one time) On going (once per year) Date originally hired: June 1989 Contract term (renewal date.): September 1, 1994 Time remaining on contract: 3 years Hourly rate or payment schedule: Minimum $1 ,000 or $32/parcel for reapportionment and $1 .50/parcel on tape and CPI adjustment. Amount paid FY 1990/91: $40,103 Amount anticipated for FY 1991/92: $42,000 FY 1991/92 budget for consultant: o-From developer deposits. FY 1992193 end beyond expectations for use: $42,000-$45,000 estimated per year FY 90/91 FY 91/92 funding source for contract: General Fund Amount: Redevelopment Amount: Other: Developers deposit required prior to final maps recording and for AD 90-3 the $1.50/parcel is paid from the AD fund $40,103 $42,000 Attach pertinent information Contract Agenda statement when hired consultant DDS:SB:CONSUl T/cOUNCIU80 50 'J CONSULTANT AND CONTRACTUAL SERVICES SURVEY Professional Consultant X Contractual Service _ Consultant Name: Company Name: Address: . Willdan Associates Willdan Associates 6363 Greenwich Drive, Suite 250 San Diego, CA 92122-3939 Vendor Number: 55602 Project: Annual Report and tape for Open Space District 20 Ar.. of Expertise: Assessment Engineering City Staff with same or similar expertise: Associate engineers, senior civil engineers Why hire consultant rather than using existing staff of hiring staff with appropriate expertise: Willdan has all information computerized. The present staff handling this work is only one person and did not have the time this year to take over this project. Additionally, the area is undergoing rapid subdivision and it might be more appropriate to take over when built out. Department(s>> work for: Public Works/Engineering Duties: Prepare annual report, reapportion, and prepare tape for County. Work type: (ongoing. one time) Ongoing (once per year) Date originally hired: May 1, 1990 Contract term (renewal dates): September 1, 1994 Tune remeining on contract: 3 years Hourly rate or payment schedule: $7,500 and CPI adjustment Amount paid FY 1990/91: $7,500 Amount anticipated for FY 1991/92: $8,000 FY 1991/92 budget for consultant: $8,000 FY 1992/93 and beyond expectations for use: Expect to use until build out of district. Estimated $8,000 per year. FY 90/91 FY 91/92 - Funding source for contract: General Fund Amount: Redevelopment Amount: Other: Open Space Fund 570 $7,500 $8,000 Attach pertinent information Contract Agenda statement when hired consultant DDS:SB:CONSUL T/COUNCIL/56 ~I CONSULTANT AND CONTRACTUAL SERVICES SURVEY Professional Consultant X Contractual Service _ If Consultant Name: Company Name: Addre..: Willdan Associates Willdan Associates 6363 Greenwich Drive, Suite 250 San Diego, CA 92122-3939 Vendor Number: 55602 Project: Annual Report and tape for Eastlake Maintenance District 1 Area of Expertise: Assessment Engineering City Staff with same or simlar expertise: Associate engineers, senior civil engineers Why hire consultant rather than using existing staff of hiring staff with appropriate expertise: Willdan has all information computerized. The present staff handling this work is only one person and did not have the time this year to take over this project. Additionally, the ~rea is undergoing rapid subdivision and it might be more appropriate to take over when built out. Department(s) work for: Public WorkslEngineering Duties: Prepare annual report, reapportion, and prepare tape for County. Work type: (ongoing, one time) Ongoing (once per year) Date originally hired: May 1, 1990 Contract term (renewal dates): September 1, 1994 Time remaining on contract: 3 years Hourly rate or payment schedule: $6,085 and CPI adjustment Amount paid FY 1990/91: $S,OS5 Amount enticipated for FY 1991/92: $6,500 FY 1991/92 budget for consultant: $8,600 FY 1992/93 end beyond expectations for use: Expect to use until build out of district. Estimated $8,600 per year. FY 90/91 FY 91/92 . Funding source for contract: General Fund Amount: Redevelopment Amount: Other: Open Space Fund 585 $8,085 $8,600 Attach pertinent information Contract Agenda statement when hired consultant DDS:SB:CONSUL T /COUNCfL/55 ~ CONSULTANT AND CONTRACTUAL SERVICES SURVEY Professional Consultant X Contractual Service ConsultMt Name: Compeny Name: Address: Willdan Associates Willdan Associates 6363 Greenwich Drive, Suite 250 San Diego, CA 92122-3939 Vendor Number: 65602 Project: Otay Valley Road Assessment District 90-2 Otay Rio Business Assessment District 89-3 Area of Expertise: Assessment Engineering City Staff with same or slmUar expertise: None Why hire consultant rather than using existing staff of hiring staff with appropriate expertise: Present staff does not have expertise. The work requires a large amount of concentrated staff time over a short period of time. After this project is completed. the work load can be handled by existing staff. Oepartrnent(s) work for: Public WorkslEngineering Duties: Perform assessment engineering and related services to assist in the preparation of an overall feasibility of financing plan and perform assessment engineering functions. Work type: (ongoing, one time) One time: specific assessment districts connected with Otay Valley Road Date originally hired: May 22, 1 990 Contract term (renewal dates): Completion of project Time remaining on contract: Estimated at 2 years Hourly rate or payment schedule: Lump sum payable monthly based on % of work completed. $189,500 Amount paid FY 1990/91: $79,735.60 Amount anticipated for FY 1991/92: $78,804.40 FY 1991/92 budget for consultant: $27,141.93 plus developer deposit and bond proceeds FY 1992/93 and beyond expectations for use: $37,000 FY 90/91 FY 91/92 Funding source for contract: . General Fund Amount: Redevelopment Amount: Other: Developer Deposit Bond proceeds $57,358.07 $22,377.53 o $27,141.93 $41,662.47 .'0,000 Attach pertinent information Contract Agenda statement when hired consultant DDS:SB:CONSUL T ICOUNCIL/59 ~:a .~., dti' CONSULTANT AND CONTRACTUAL SERVICES SURVEY Professional Consultant X Contractual Service _ Consuhant Name: Company Name: Address: Willdan Associates Willdan Associates 6363 Greenwich Drive #250 San Diego, CA 92122 Vendor Number: 55602 Project: Area of Expertise: Civil Engineering City Staff with same or similar expertise: Engineering-subdivision section Why hire consultant rather than using existing staff of hiring staff with eppropriate expertise: The workload for plan checking varies widely depending on real estate market conditions, the economy, etc. It would not be cost effective to hire permanent staff to handle peak workloads. Departmentls) work for: Public Works/Engineering Duties: Review of subdivision grading and improvements plans and check final maps for compliance with City standards and requirements. Date originally hired: August 20, 1986 Ongoing on was neededw basis Work type: (ongoing, one time) Contract term (renewal dates): Indeterminate Time remaining on contract: N/A Hourly rate or payment schedule: Sr. Plan Check Engineer $72/HR; JR. Plan Check Engineer $62thr; Land Surveyor $80thr Amount paid FY 1990/91: $10,785 Amount anticipated for FY 1991/92: As needed, do not anticipate high need. FY 1991/92 budget for consultant: From developer deposits FY 1992/93 and beyond expectations for use: Funding source for contract: General Fund Amount: Redevelopment Amount: Other: Developer Deposit Attach pertinent information Contract Agenda statement when hired consultant EAF:SB:CONSUL T ICOUNCIU20 FY 90/91 $10,785 ~~ FY 91/92 As needed r\ CONSULTANT AND CONTRACTUAL SERVICES SURVEY Profusion" Conlultant X Contractual Service _ Consultant Name: Company Name: Addresl: Tom Bandy Willdan Associates 6363 Greenwich Drive, Suite 250 San Diego, CA 92122-3939 ~ Vendor Number: 55602 Project: Telegraph Canyon Sewer Basin Plan Area of Expertise: General civil engineering consulting City Staff with same or limlar expertise: Sewers section Why hire conlultant rather than uling existing Itaff of hiring staff with appropriate expertise: Consultant has better flow metering capabilities than the City. Department(s) work for: Public Works/Engineering Duties: Preparation of an improvement and financing plan for the Telegraph Canyon Sewer Basin Work type: (ongoing. one time) One time Date originally hired: August 21. 1990 Contract term (renewal dates): N/A Time remaining on contract: N/A Hourly rate or payment Ichedule: $58,450 $50.686.54 Amount paid FY 1990/91: Amount anticipated for FY 1991/92: $1.163.46 FY 1991/92 budget for consultant: $0 ($1,163.46 in existing P.O.) FY 1992193 and beyond expectationl for ule: Amendment to plan to include Salt Creek Basin flows, project will be funded by developer. FY 90/91 FY 91/92 Funding lource for contract: General Fund Amount: Redevelopment Amount: Other: Developer funds Attach pertinent information Contract Agenda statement when hired consultant EMC:SB:CONSUL T /COUNCIU34 s;;- v CONSULTANT AND CONTRACTUAL SERVICES SURVEY Professional Consultant X Contractual Service _ Consultant N.me: 'Company N.me: Address: Willdan Associates Willdan Associates 6363 Greenwich Drive, Suite 250 San Diego, CA 92122-3939 c Vendor Number: 55602 Project: Traffic engineering to update the Transportation Phasing Plan for the eastern territories Are. of Expertise: Public financing and traffic engineering City Staff with same or simlar expertise: None Why hire consultant rather than using existing staff of hiring staff with appropriate expertise: The project requires special transportation computer modeling knowledge and expensive computer software and hardware. When the project is completed, traffic engineering functions can be handled by existing staff. Department(s) work for: Public Works/Engineering Duties: Work type: (ongoing, one time) One time Date origin.lly hired: April 3, 1990 Contract term (renewal dates): Was renewed to January 15, 1991 Tune remaining on contract: None Amount paid FY 1990/91: $144,000 $91,440 "'ourly rate or payment schedule: Amount ....ticip.ted for FY 1991/92: $11,764.21; amount on hold until the Council approves the report FY 1991/92 budget for consultant: 0 FY 1992/93 and beyond expectations for use: FY 90/91 FY 91/92 funding source for contr.ct: General Fund Amount: Redevelopment Amount: Other: Transportation DIF 621-6210-5201-EDOO5 $91,440 $11,764 Attach pertinent information Contract Agenda statement when hired consultant ZAO:SB:CONSUL T/COUNCIL/46 ~-z, .-._--~-.- _: ~___..:. __n__~_::"'.;__. CONSULTANT CONTRACTS FI NANCE $1 COBSUL~s/COlft'RAC'1'DAL SERVICBS SUKVSY Professional CaDsultant X Contractual Service Consultant lIame: Company Rame: Address: DElOITTE & TOUCHE 701 IBI STREET SAN DIEGO, CA 92101 Vendor Number: Area of expertise: CERTI FI ED PUBLI C ACCOUNTANTS City Staff with same or simdlar expertise: Why hire consultant. rather than using existing staff or hiring staff with appropriate expertise?: CITYIS FINANCIAL RECORDS REQUIRE ANNUAL AUDIT BY INDEPENDENT AUDITOR Department (s) work for: FINANCE Duties: AUDIT CITY'S FINANCIAL & ACCOUNTING RECORDS Work Type (ongoing,one time...): ANNUAL Date Originally Hired: JUNE 12, 1990 Contract term(renewal dates): 3 YEARS + 2 OPTION YEARS Time remaining on Contract: 2 TO 4 YEARS Hourly rate or paYment schedule: Amount paid FY 1990-91: Amount anticipated for FY1991-92: Py 1991-92 budget for Consultant: FEE $47,000 $49,500 $49,500 . FY 1992-93 and beyond expectations for use: FY91 $29,000 8,000 10,000 FY92 $30,700 8,500 10,300 Funding Source for Contract: General Fund Amount: Redevelopment Amount: Other ~ttach pertinent information Contract Agenda Statement when Hired Consultant ~ CONSULTANT CONTRACTS LI BRARY ~f ~ II CONSUL'.fANTS/COftRAC'l'OAL SERVICES SURVEY professional Consultant X Contractual Service Consultant R8JIlel Louise Chandler Company Rame: JYi~ssa P.O. Box 15543 San Diego, CA 92175 Vendor Numbera Area of expertise I Tutor training City Staff with aame or similar expertise, Literacy Team Coordinator Meg Schofield Why hire consultant rather than using existing staff or hiring staff with appropriate expertise? a Under contract with the Sweetwater Union District, Louise Chandler conducts all basic tutor training. T~e 6 sessions we pay for are i.n-service follow-up tutor support groups. Existing literacy Team Staff could not absorb this additional work load, nor would they be as effective in the follow-uo, sjn~e they do not do the initial training. Department(s J work :for: l ibrary/l iteracy Team Duties: In service workshops for tutors, beyond tutor training Work Type ( ongoing, one time...): on go i ng (6 x yea r ) Date Originally Hired: 8/16/90 Contract term (renewal dates): none ~ime remaining on Contracta none Hourly rate or payment schedule: $25.00/hr. Amount paid FY 1990-91a $200.00 Amount anticipated for FY1991-92: $450.00 FY 1991-92 budget for Consultant:$450.00 FT 1992-93 and beyond expectations for use: FY9l FY92 Funding Source for Contract: General Fund Amount: Redevelopment Amount: /Other C~S.li ~ itiricy Grant $200.00 Attach pertinent information Contract Agenda Statement when Hired Consultant $450.00 kC! CORSULTAII'l'S/CONTRACTUAL SERVICBS SURVEY Professicmal Consultant --L Contractual Service Consultant ....: Company RaDle: Address: Vendor not yet selected t: Vendor Number: Area of expertise: Family Literacy City Staff with same or similar expertise: Literacy Coordinator Why hire consultant rather than using existing staff or hiring staff with appropriate expertise?: Special program funded by family literacy grant will allow library to hire an individual to conduct this.program. Department (s) work for: Library /Literacy Duties: Conduct four family literacy workshops to be held at the Chu1a Vista Public Library Work Type (ongoing, one time...): one time Date Originally Hired: Sunnner 1991 Contract term(renewal dates): Time remaining on Contract: Hourly rate or payment schedule: 1992 (Est) $100 per program Amount paid FY 1990-91: n/a Amount anticipated for FY1991-92: $600 FY 1991-92 budget for Consultant: $600 FY 1992-93 and beyond expectations for use: FY91 FY92 Funding Source for Contract: General Fund Amount: Redevelopment Amount: Other CLSA Grant 600 600 Attach pertinent information Contract Agenda Statement when Hired Consultant ~/ CONSULTANT CONTRACTS MANAGEMENT SERVICES ~ ,'.'^.....,~,~~... ~... .-.....,,'.. ..... .';...<'_~h,i~.i_ ~........,..~_.;,.;, ,,;~ .j.~~..; ::...;.,_:~". "~';'~",,-'_:...." "::'.i-~. ".~":: '0; COBSUL'l'AR'l'S/COR'1'RAC'.l'OA SERVICBS SURv l!i% Pro~essJ.OJUll Consultant xxx Contractual Service Consultant IIuleI Cc.pany IlluDe. .Address: LARRY COFFINBERRY (40\) UNDETERMINED (60\) COFFINBERRY CONSULTING SERVICES P.O. BOX 880707 SAN DIEGO, CA 92168 Vendor Numberl 567-44-7850 Area of expertise I UN I SYS PROGRAMM I NG City Staff with same or similar expertise I 1 PROGRAMMER/ANALYST 1 COMPUTER PROCRAMMER Why hire consultant rather than using existing staff or hiring staff with appropriate expertise? I IN FY 91-92 IT IS ESTIMATED THAT INFORMATION SYSTEMS STAFF WILL SPEND ABOUT 1500 HOURS ON GROWTH RELATED PROJECTS. THE DEMANDS ASSOCIATED WITH GROWTH PROJECTS ARE DIVERTING TIME FROM OTHER DATA PROCESSING PROJECTS WHICH SERVE THE ON-GOING NEEDS OF THE CITY AS WELL AS GENERATE REVENUE FROM OUTSIDE CUSTOMERS. DURING THE PAST FISCAL YEAR, OVER $17,000 WAS REIMBURSED TO THE GENERAL FUND FOR COMPUTER PROGRAMMING. THIS SUPPLEMENTAL PROGRAMMING WORK IS NOT ENVISIONED TO CONTINUE BEYOND THIS FISCAL YEAR. Department (s) work fori MANAGEMENT SERVICES Duties I COMPUTER PROGRAMMING Work ~ (ongoing,one time...): ONE-TIME Date Originally Hiredl 1129/91 Contract term(renewal dates): ORIGINAL FIVE MONTH CONTRACT EXPIRED 6/30/91. IT WAS RENEWED FOR THREE MONTHS ON 7/1/91. !rime remaining on Contract I EXP I RES 9/30/91. Hourly rate or payment schedule: $50 AN HOUR. HOURS PER WEEK VARIES FROM 10 TO 25 Amount paid FY 1990-91: $20,000 Amount anticipated for FY1991-92: $20,000 FY 1991-92 budget for Consultantl $20,000 FY 1992-93 and beyond eXPectations for usel N/A FY91 FY92 Punding Source for Contractl General Fund Amount I Redevelopment AmOuntl Other SEWER OUTSIDE CUSTOMER Attach pertinent information Contract Agenda Statement when Hired $8,000 $0 $7,000 $5,000 $0 $15,000 $ 5,000 Consultant 6~ CONSULTANT CONTRACTS PARKS & RECREATION Gf lIemorial Park proj ect COIISUL'1'UTS/COIl'1'RACTUAL SBRVICBS SURVEY profe..ional Con.ul~an~ ZX Con~rac~ual S.rvic. - Con.ul~an~ __e: Co.pany __e: Addre..: Greg Nowell, Russ Johnston Nowell Thompson ASLA and Associates 9444 Balboa Ave. suite 100 San Diego, CA 92123 Vendor Jlmlber: area of .zper~i.e: 61143 Landscape Architecture/Planning Ci~y .~aff wi~h .... or .i.ilar expertis.: Martin Schmidt - Parks and Recreation - Landscape Architecture Why hire con.ul ~an~ rather ~han using existing .taff or hiring .~aff wi ~h .ppropria~e expertis.? : The scale and magnitude of these projects are such that additional staff would be required to facilitate each project. (3-4 additional staff positions per project) Depar~ent(.) work for: Parks and Recreation Dutie.: Site analysis, master planning, construction documents, attend meetings, site ObserVation, project management Work ~e (ongoing, on. ti.....): One time for project Date oriqinally Hired: June 24, 1989 Contrac~ ~era (ren.val dat..): till project completed Hourly rate or paym.nt .ch.dul.: as work performed 'Ii.. reaaining on Contract: till project completed Amount paid FY 1"0-'1: $2,447.90 Amount an~icipated for FY 1"1-'2: $16,495.00 FY 1"1-'2 budge~ for Consultant: $16,495.00 FY 1"2-'3 and beyond ezpectations for use: None FY '1 FY '2 Funding Source for Contract: General Fund Amount: .edevelop..nt Amount: "S-"SO-BP22 O~her: attach per~inent information Con~ract aqenda sta~emen~ when Hired Consultant $2,447.90 $16,495.00 .- ~ Marina View Park ~ 1 'I i I ~/COlft'RAC'J.'DAL SERVICES IiUKYIU PZO~_aJ.0IUl1 Consultant x . Contractual Service CoDaulunt ..-lTom Van Dyke. Liki O'Connor Ccepany ""-T & Van Dyke and Associates Address. 2741 Fourth Ave San Diego. CA 92103 Vendor Rumberl Area of experti.el Landscape Architecture/Planning City Staff with aame or similar expertise. Martin Schmidt. Landscape Architect Parks and Recreation Department Why hire consultant rather than using existing staff or hiring ataff with appropriate expertise?: The scale and magnitude of these projects are such that additional staff would be required to facilitate each project. (3-4 additional staff positions per project). Department(s) work fori Parks and Recreation !)uties: Site analysis. master planning. construction documents. Attend meetings. site observation. project management. WorR Type (ongolng,one 'time...): One time Date Originally Hired: May 3. 1991 Contract texm(renewa1 dates): Contract ends December 31. 1991 ~ime remaining on Contract: 5 months Hourly rate or payment schedule: Amount paid FY 1990-911 $45.369.10 Amount anticipated for FY1991-92: $24.130.90 I'Y 1991-92 budget for Consultant. $24,130.90 I'Y 1992-93 and beyond expectations for useaNone FY91 FY92 Funding Source for Contracta General Fund Amount I Recleve10paent Amount I Other Attach pertinent informa~ion Contract Agenda Statement when Hired Consultant $45.369.10 $24.130.90 /./ (P.,Jl1 Otay Valley Resource Enhancemen Plan cmtSUL'.rAlft'S/COlft'RAC'.l'DAL SERVICBS SUKVJ!OZ Prof.ss~ODal Consultant x Contractual Service Consul taDt .. 8. Paul Rookwood ~ny ---I W. R. T. Inc. AddreSS' 1133 Columbia St. Suite 205 San Diego, CA 92101 Vendor llwabera Area of expertise I Planning/Landscape Architecture City Staff v:i.th same or similar expertise: Various staff from Planning Department and Park and Recreation Landscape Architect Why hire consultant rather than using existing staff or hiring staff with appropriate expertise?:The scale and magnitude of this project, in addition to the sub. consultants required, demanded that a firm with the expertise and staff be utilized for this planning study and environmental analysis. Department(s) work for: Parks and Recreation thlties: Environmental and site analysis, master planning, attend meetings and make presentations, project management and prepare project documents. Work Type (ongoing, one time...): One time Date Originally Hireda October 1, 1990 Contract teJ:Dl(renewal elates): Until completion ~~ remaining on Contract: ? Hourly rate or payment schedule: Periodic billings as work completed. Amount paid FY 1990-91: $17,828.74 Amount ~nticipated for FY1991-92: $80,171.26 Py 1991-92 budget for Consultant a $80,171.26 Py 1992-93 and beyonel expectations for use: None FY91 FY92 Punding Source for Contract, General Fund Amount, RedevelOpDent Amount, ~erCoastal Conservancy Grant $17,828.74 $10,000.00 $70,171.26 Attach pertinent information Contract Agenela Statement when Hired Consultant ~'7 CONSULTANT CONTRACTS PERSONNEL ~p ~ v . . CORSULDRTS/COlft'RAC'l'UAL SERVICES SURVEY profe88i.cmal COD8ultant X Contractual Service Ccm8Ul taDt JJf!I~1 ec.pany JIuIe I .Addre88 : Liebert, Cassidy & Frierson 6033 W. Century Blvd., Suite 900, Los Angeles, CA 90045 Vendor Bumber I N/ A Area of expertise: Employment Law City Staff with 8ame or similar expertise: Professional Attorneys Why hire consultant rather than using existing staff or hiring 8taff with appropriate expertise?: Through Liebert, Cassidy & Frierson we are able to send supervisors and managers to a variety of seminars on issues such as discipline, performance evaluation and legal opinions when necessary. Department (s) work for: Personnel Depa rtment !)uties: Employee Relations Consultive Services, San Diego Employee Relations Consortium, group training workshops Work '1'ype (ongoing,one time...): Ongoing Date Originally Hired: ,1988 Contract term(renewal dates): Time remaining on Contract: 8/1/91 to 7/31/92 11 months Hourly rate or payment schedule: $1,742.65/year Amount paid FY 1990-91: $1,615.20 Amount anticipated for FY1991-92: $1,742.65 FY 1991-92 budget for Consultant: $1,750.00 FY 1992-93 and beyond expectations for use: $1,750.00 annually FY91 FY92 /'$1,742.65 Funding Source for Contract: General Fund Amount: """$1,615.20 Redevelopment Amount: Other Attach pertinent information X Contract Agenda Statement when Hired Consultant &1 '. .~._........._.~....____,_..v_.._,_~_~_._~". CONSULTANT CONTRACTS PLANNING 7J --_."...,--_.,._-~_.__.__..__._._----~--- ...~-~._..._-_.,--_.._<...-,~---_P,.,._. .." ~ (Design Review Manual) CONSULTANTS / CONTRACTUAL SERVICES SURVEY Professional Consultant -X-- Contractual Service Consultant Name: Douglas Childs Company Name: Douglas Childs Address: 4457 Tivoli St. San Diego, CA 92107 Vendor Number: 68762 Area of Expertise: Licensed Architect, state of California. Design expertise in commercial, industrial, and residential projects. Provides input from private sector. City Staff with same or similar expertise: No licensed architects on staff. Why hire consultant rather than using existing staff or hiring staff with appropriate expertise? Project's estimated timeframe with staff assistance - maximum of 2 years. Final architectural review accomplished by City Design Review Committee for various projects. Department(s) work for: Planning/Community Development Duties: Preparation of City1s Design Manual including graphics. Work Type (ongoing, one time...): ,One time - single project. Date Originally Hired: June 1990, Contract term (renewal dates): Pending for July 191 to July 192. Time remaining on Contract: None Hourly rate or payment schedule: $65.00/hr. Amount paid FY 1990-91: $12,951.50 Amount anticipated for FY 1991-92: $9,048.50 FY 1991-92 budget for Consultant: $9,048.50 encumbered for completion on original estimate or $22,000.00 FY 1992-93 and beyond expectations for use: FY91 FY92 Funding Source for Contract: General Fund Amount: Redevelopment Amount: Other $12,951 $9,048 -0- 7/ L.. (Rancho San Miguel) CONSULTANTS/CONTRACTUAL SERVICES SURVEY Professional Consultant -X-- Contractual Service Consultant Name: Bud Gray Company Name: Bud Gray and Associates Address: 5647 Dorothy Way San Diego, CA 92115 Vendor Number: 36212 Area of Expertise: Planning City staff with same or similar expertise: Principal and above Planner Why hire consultant rather than using existing staff or hiring staff with appropriate expertise? Existing staff unavailable for assignment to project due to other workload requirements. This consultant works on projects on as-needed basis and has master planned community experience with City of Chula Vista. Department(s) work for: Planning Duties: Provide project management and planning evaluation services, coordinate with Ci ty departments and other public agencies, prepare staff reports i resolutions, etc. and present project to Planning Commission. Work Type (ongoing, one time...): One time. Date Originally Hired: November, 1989. Contract term (renewal dates): Contract terminates upon City Council action on project (GDP) Time remaining on Contract: Approximately 6 months. Hourly rate or payment schedule: $100.00/hr. Amount paid FY 1990-91: $28,300.00 . Amount anticipated for FY 1991-92: $10,000 (paid by applicant) FY 1991-92 budget for Consultant: Paid for by applicant through deposit. FY 1992-93 and beyond expectations for use: None Funding Source f.or Contract: General Fund Amount: Redevelopment Amount: Other DeDosit FY91 FY92 $28,300 $10,000 '7~ J (Replacement for Sr. Planner Duane Bazzel) CONSULTANTS/CONTRACTUAL SERVICES SURVEY Professional Consultant -X-- Contractual Service ____ Consultant Name: Bud Gray Company Name: Bud Gray and Associates Address: 5647 Dorothy Way San Diego, CA 92115 Vendor Number: 36212 Area of Expert~se: Planning City Staff with same or similar expertise: Senior Planner and above Why hire consultant rather than using existing staff Or hiring staff with appropriate expertise? The Department's Senior Planner is assigned to the Otay Ranch Task Force for a limited period of time. Consultant is backfilling the Senior Planner position. In addition, consultant filled in as acting division head of Advance Planning after the death of Daniel Pass. Department(s) work for: Planning Duties: Carry out assignments from Director involving City's Growth Management Program including GMOC staf! support plus other special projects and referrals from City council and other departments. Also directed activities of Advance Planning Division for approximately 6 months. Work Type (ongoing, one time...): Temporary - will end when Otay Ranch Plan is adopted. Date originally Hired: 10/9/90 Contract term (renewal dates): Expires 1/1/92 Time remaining on Contract: 6 Months Hourly rate or paYment schedule: $75.00/hr. Amount paid FY 1990-91: $82,856.00 Amount anticipated for FY 1991-92: $78,000 FY 1991-92 budget for Consultant: $78,000 (offset by deposits from Baldwin Co. for Otay Ranch) 73 FY 1992-93 and.beyond expectations for use: -0- Fundinq Source for Contract: General Fund Amount: Redevelopment Amount: Other DlF Attach pertinent information Contract Aqenda Statement when Hired Consultant 7[/ FY91 FY92 $58,434 $24,417 $39,000 $39,000 (Revised) (EastLake Projects) CONSULTANTS/CONTRACTUAL SERVICES SURVEY Professional Consultant -X-- Contractual Service Consultant Name: Bud Gray Company Name: Bud Gray and Associates Address: 5647 Dorothy Way San Diego, CA 92115 Vendor Number: Not yet issued by Purchasing Agent - Awaiting deposit from applicant. Area of Expertise: Planning City Staff with same or similar expertise: Principal and above Planner Why hire consultant rather than using existing staff or hiring staff with appropriate expertise? No existing staff available for assignment to project. Short- term nature of project (6-12 months) is insufficient justification for requesting permanent staff increase in Planning Department budget. Department(s) work for: Planning Duties: Provide all necessary project management and planning and design evaluation services for Sectional Planning Area amendment, Conditional Use Permit, Precise Plan and other applications for 92-acre EastLake Village Center project including proposed Kaiser Medical Center; same services to be provided for EastLake Greens supplemental density request (152 additional dwelling units on four parcels within the project). Work Type (ongoing, one time...): One time. Date Originally Hired: 6/18/91 Contract term (renewal dates): One Year Time remaining on Contract: 11 Months Hourly rate or payment schedule: Amount paid FY 1990-91: -0- Amount anticipated for FY 1991-92: Not to exceed $60,000 - actual amount depends upon complexity of issues $100.00/hr. FY 1991-92 budget for Consultant: -0- (Consultant costs paid 100% by applicant on deposit basis) I""'? ~ I~ FY 1992-93 and beyond expectations for use: -0- Fundinq Source for Contract: General Fund Amount: Redevelopment Amount: Other Deposit Attach pertinent information Contract Aqenda Statement when Hired Consultant 'liP FY91 FY92 $60,000 L- (Sign Abatement Program) CONSULTANTS/CONTRACTUAL SERVICES SURVEY Professional Consultant X Contractual Service Consultant Name: William Heiter Company Name: . William Heiter Address: Chula vista Vendor Number: 57186 Area of Expertise: Planning - City and County of San Diego city Staff with same or similar expertise: Senior Planner Why hire consultant rather than using existing staff or hiring staff with appropriate expertise? Single purpose project with a proposed time frame of 1-2 years. Applicant has expertise and experience in County and City ordin~nces not available with current staff. Department(s) work for: Planning Duties: Provide inventory, notification, and consultation on illegal and non-conforming signs in Chula Vista. Work Type (ongoing, one time...): One time - ongoing to be done by CUrrent Planning Section. Date Originally Hired: April, 1989 Contract term (renewal dates): September, 1991 Time remaining on Contract: Four ~onths. Hourly rate or payment schedule: Amount paid FY 1990-91: $24,000 Amount anticipated for FY 1991-92: $9,975.00 $25.00/hr. FY 1991-92 budget for Consultant: $9,975.00 FY 1992-93 and beyond expectations for use: None FY91 FY92 Funding Source for Contract: General Fund Amount: Redevelopment Amount: Other Attach pertinent information Contract Agenda Statement when Hired Consultant $24,000 $9,975 77 - . (Revised) (Rancho del Rey XII) CONSULTANTS/CONTRACTUAL SERVICES SURVEY . Pro~e.sional Consultant X Contractual Service _ Consultant Hame: 'tony Lettieri Company Haa.: Lettieri-McIntyre' Associates Address: 533 -F" Street, suite 209 San Diego, CA 92101 Vendor H\Dlber: 59220 Area of Expertis.: Planning city Staff with aame or similar expertise: Senior Planner and above Why hire consultant rather than using existing staff or hiring staff with appropriate expertise? Prior work by consultant on SPAs X and XI provided for easy transition and addressed. timing concerns for processing desired by the applicant. Department(s) work for: Planning Duties: Provided analysis and reports for all SPA documents including tentative subdivision map. Work Type (ongoing, one time...): One time. Date Originally Hired: November, 1989 contract term (renewal dates): N/A 'time.remaining on Contract: To completion - approximately 9/91 Hourly rate or paYment schedule: $8S.00/hr. Amount paid FY 1990-91: $61,820.34 Amount anticipated ~or FY 1991-92: Unknown - deposit system n 1991-92 budget for Consultant: $90,000 deposit aince Nov. 1989 FY 1992-93 and beyond expectations ~or use: None FY91 FY92 Funding Source for Contract: General Fund Amount: Redevelopment Amount: Other Deposit Attach pertinent information' Contract Agenda Statement when Hired Consultant $61,820 $2.854.50 71 ~__..,..,...'J-..;. .~'" (Palomar Trolley Center) CONSULTANTS/CONTRACTUAL SERVICES SURVEY Professional Consultant -X-- Contractual Service Consultant Name: Tony Lettieri Company Name: Lettieri-McIntyre & Associates Address: 533 "F" Street, suite 209 San Diego, CA 92101 Vendor Number: 59220 Area of Expertise: Planning City staff with same or similar expertise: Senior Planner and above Why hire consultant rather than using existing staff or hiring staff with appropriate expertise? Redevelopment Agency's desire for immediate response to applicant's request and one-time project. Department(s) work for: Planning/community Development Duties: Review, evaluation, analysis, and report on applicant's request for proposed shopping center. Work Type (ongoing, one time...): One time. Date originally Hired: 9/90 Contract term (renewal dates): 6/91 or until deposit is exhausted. Time remaining on Contract: N/A Hourly rate or payment schedule: $85.00 Amount paid FY 1990-91: $23,663.68 Amount anticipated for FY 1991-92: $6,336.32 FY 1991-92 budget for Consultant: $30,000.00 FY 1992-93 and beyond expectations for use: None FY91 FY92 Funding Source for Contract: General Fund Amount: Redevelopment Amount: Other DeDosit Attach pertinent information Contract Agenda Statement when Hired Consultant $23,663 $6,336 '71 'm"'" ..._~...:......i~.","~ / . j '/ _o.._._"_.~..,___..,~~_.,~",,,,.~_>'~_~_'_'>>"'_~____'_'__~....._~_.._-"._-^"--~"~_._,--,~----- v (Environmental Review Coordinator Back-up) CONSULTANTS/CONTRACTUAL SERVICES SURVEY Professional Consultant X Contractual Service Consultant Name: MaryAnn Miller Company Name: The Miller Planning Group Address: . Vendor Number: 46505 Area of Expertise: Environmental'Planning City Staff with same or similar expertise: Environmental Review Coordinator Why hire consultant rather than using existing staff or hiring . staff with appropriate expertise? This consultant is replacing time the Environmental Review Coordinator is spending on the Otay Ranch Project. There are not enough staff hours to cover this time which end with the conclusion of the Otay Ranch planning program. Department(s) work for: Planning Duties: Determination of exemption status; conduct and/or supervise conducting Initial Studies; prepare and/or review of staff or consultant preparation of negative declarations; supervise, coordinate and review the preparation of Notice of Preparations, Draft Environmental Impact Reports and Final Environmental Impact Reports; supervise and coordinate the preparation of CEQA Findings, any necessary statements of overriding considerations and mitigation monitoring programs; other matters as assigned by the Director of Planning; and representation of the City at various meetings, presentations, and hearings of the Planning Commission and City Council. Work Type (ongoing, one time...): Ongoing until conclusion of the Otay Ranch planning. Date originally Hired: October 13, 1989 Contract term (renewal dates): November 13, 1990. Time remaining on Contract: November 1, 1991 plus 3 three-month extensions. Hourly rate or payment schedule: $45.00/hr. Amount paid FY 1990-91: $66,413.64 Amount anticipated for FY 1991-92: $50,000 FY 1991-92 budget for Consultant: N/A fb FY 1992-93 and beyond expectations for use: None. FY91 FY92 Funding Source for Contract: General Fund Amount: Redevelopment Amount: Other Reimbursement of the Assoc. $66.500.00 General Fund bv Baldwin vista $66,413 $50,000 Attach pertinent information Contract Agenda statement when Hired Consultant ~ vi (Environmental Review Coordinator Back-up) CONSULTANTS/CONTRACTUAL SERVICES SURVEY Professional Consultant X Contractual Service Consultant Name: Marilyn Ponseggi Company Name: M. F. Ponseggi & Assoc. Address: Vendor Number: 91372 Area of Expertise: Environmental Review City Staff with same or similar expertise: Environmental Review Coordinator Why hire consultant rather than using existing staff or hiring staff with appropriate expertise? This consultant has been filling in for staff when a project proponent wants to expedite the processing of their projects. With the new Associate Planner this year, the use of this consultant will be raeduced or eliminated. Department(s) work for: Planning Duties: Determination of exemption status; conduct and/or supervise conducting Initial Studies; prepare and/or review of staff or consultant preparation of negative declarations; supervise, coordinate and review the preparation of Notice of Preparations, Draft Environmental Impact Reports and Final Environmental Impact Reports; supervise and coordinate the preparation of CEQA Findings, any necessary statements of overriding considerations and mitigation monitoring programs; other matters as assigned by the Director of Planning; and representation of the City at various meetings, presentations, and hearings of the Planning Commission and City Council. Specific projects include Palomar st~ Commercial, C. V. Center expansion, and various other projects. Work Type (ongoing, one time...): Ongoing Date Originally Hired: September 27, 1990 Contract term (renewal dates): Until projects are completed. Time remaining on Contract: Until projects are completed. Hourly rate or payment schedule: $65.00/hr. Amount paid FY 1990-91: $12,850.89 Amount anticipated for FY 1991-92: $10,000 Z FY 1991-92 budget for Consultant: N/A ~ ."~'~_~ . ^.n:......~,-',. FY 1992-93 and beyond expectations for use: Minimal, if at all. FY91 FY92 Funding Source for Contract: General Fund Amount: Redevelopment Amount: Other Deoosit account from various oroiect orooonents. $12,850 $10,000 Attach pertinent information Contract Agenda Statement when Hired Consultant 9~ v (Salt Creek Ranch SPA Plan) CONSULTANTS/CONTRACTUAL SERVICES SURVEY Professional Consultant -X-- Contractual Service Consultant Name: Company Name: RBF Address: 14725 Alton Parkway Irvine, CA 92713-9737 Vendor Number: 85411 Area of Expertise: Planning/engineering/environmental consulting City staff with same or similar expertise: Various individual staff with the Planning Department and Engineering Department Why hire consul tant rather than using existing staff or hiring staff with appropriate expertise? Existing staff workload does not permit processing of project plans in a timely manner. Department(s) work for: Planning Duties: Project review management and preliminary analysis of the Salt Creek Ranch SPA. Work Type (ongoing, one time...): One time - through the length of the development project processing. Date Originally Hired: 12/18/90 Contract term (renewal dates): 9/1/91 Time remaining on Contract: 35 days Hourly rate or payment schedule: $66.59 ave. per hour Amount paid FY 1990-91: $85,000.00 Amount anticipated for FY 1991-92: $26,000.00 FY 1991-92 budget for Consultant: N/A FY 1992-93 and beyond expectations for use: N/A Funding Source for Contract: General Fund Amount: Redevelopment Amount: Other Developer DeDosit FY91 FY92 $85,000 $26,000 ~//"'. 't I . _. _. ~. .".-.....;.:...-"""~..~.-~,.,'~~ ~ (Growth Manaqement proqram) CONSULTANTS/CONTRACTUAL SERVICES SURVEY Professional Consultant -X-- Contractual Service Consultant Name: Company Name: Willdan Associates Address: 6363 Greenwich Drive, Suite 250 San Dieqo, CA 92122-3939 Vendor Number: 55602 Area of Expertise: Professional Services Manaqement proqram to prepare Growth City Staff with same or similar expertise: None. Why hire consul tant rather than usinq existinq staff or hirinq staff with appropriate expertise? Existinq staff did not have necessary expertise. Sinqle project doesn't justify hirinq several new staff to prepare qrowth manaqement proqram. Department(s) work for: Planninq Duties: Prepare comprehensive facilities related manaqement proqram for City of Chula Vista. qrowth Work Type (onqoinq, one time...): One time. Date Oriqinally Hired: 3/28/88 Contract term (renewal dates): 3 Years Time remaininq on Contract: -0- (Work completed except for printinq final Growth Manaqement Proqram) Hourly rate or payment schedule: Varies from $30 $100 per different classifications Amount paid FY 1990-91: $162,794 Amount anticipated for FY 1991-92: $2,258 FY 1991-92 budqet for Consultant: -0- FY 1992-93 and beyond expectations for use: FY91 FY92 Fundinq Source for Contract: General Fund Amount: Redevelopment Amount: Other TransDortation D.I.F. $162,794 $2,258 ?~,- CONSULTANT SERVICES PUBLIC WORKS - OPERATIONS ~ CONSULTANTS/CONTRACTUAL SERVICES SURVEY Profe..ional Consultant xx Contractual Service - Consultant. Ramel C~ny 1kuD81 Professional Services Industries, INC Mc1l:..., 7940 Arj ons Drive, Suite A San Diego, CA Vendor Number, 90226 Area of experti.e, Construction Materials testing/inspection services City Staff with .ame or .imilar experti... NONE Why.hire consultant rather than usinq existing staff or hiring .taff with appropJ:'.i.ate expertise? No'City staff certified Department(s) work fori pw/oPs Duti.s. Provide construction materials testing sevices for construction of Youth Center and provide inspection of roofing materials and inspection of roof system installation for Norman Park Center. Work Type (ongoing ,on.. time...) lOne time Date Originally Hired. 3-5-91 Contra~t term( renewal dates) I for duration of Youth Center construction Time remaining on Contract s 2 months Hourly rate or payment schedule. $27 - $40/hr depending on service provided Amount paid FY 1990-911 $ 350.00 Amount anticipated for FY1991-921$lO,000 FY 1991-92 budget for Consultants None FY 1992-93 and beyond expectations for use. No plans FY91 FY92 runding Source for Contracts General Fund Amount. Redevelopment Amount, Other $10,350 Attach pertinent information Contract . Agenda Statement when ~ired Consultant "..- ,oj. -0"'( ",..----,-----,.,_.,~_._._~ -- ' i> / CORSULDRTS/COlft'RACTtJAL SERVICES SURVEY Pro!e..ioDal C~nault.ant ...lL Contractual Senice _ CoDaultant..... Henry'l. Richter eo.pany ..... ~ICHTER GROUP Addze... 178 West Longden Avenue Arcadia, CA 91007 V.ndor Bumbera 92470 ~. of experti... Transit b'us '-radio 'communications S'yst-ems design. installation, testing, troubleshooting, eY~luation.and operation. City Staff .11:11 .ame or .1milar .xpert.l.... NONE. , , Why h1r. con.ultant rath.r ~han u.lng .xi.tlng .ta~f or hiring .taff with appropr1at. experti..? "0 one on City staff has the expertise and depth of experience necessary to conduct a comprehensive evaluation, research. and submit I recommendation consistent with industry standards. Department(.) work for. Public Works/Transit Dutie., ", 'art 1 of the two-part contract is completed. Transit staff will submit claim for TOA 4.0 funds for $8.000 for Part 2 of the ~ont~a~t and direct consultant to commence work on Part 2. Worx~ype (ongoing,one tim....). One time. , DAte Originally Hired. November 7. 1990. Contract t.rm(r.newal date.). Open until completion of .fart 2. I'1me zoema1n1ng on Contract. tI II " "u" Hourly zoat.. OJ: payment. .chedule. $13,300' (fixed pri ce) Amount paid n 1990-91. 0 Amount. anticipat.ed for FY1991-921 FY 1991-92 ~udget. fo~ Con.ultant. FY 1992-93 and beyond expectations $13.300.00 o for u.e. o Funding Source for Contract. General Fund Amount I Redev.lopment. Amount. Other TOA 4.0 funds PY91:' n92 $5.500 '$'1'.80(} .. Att.ach pert1nent. Information Cont.ract. Agenda Statement when Hired Conlultant ~f