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HomeMy WebLinkAbout2008/07/22 Agenda Packet I declare under penalty of perjury that I am employed by the City of Chula Vista In the Office of the City Clerk and that I posted t~ ~ ft... ment on the bulletin board accordin~___:::;"..4 ,,,,,,- ~ /lIs/oK Signed. ~~7srA Cheryl Cox, Mayor Rudy Ramirez, Council member David R. Garcia, City Manager John McCann, Councilmember Bart Miesfeld, Interim City Attorney Jerry R, Rindone, Council member Donna Norris, Interim City Clerk Steve Castaneda, Councilmember REGULAR MEETING OF THE CITY COUNCIL AND SPECIAL MEETING OF THE REDEVELOPMENT AGENCY July 22, 2008 6:00 P.M. Council Chambers City Hall 276 Fourth Avenue CALL TO ORDER ROLL CALL: Councilmembers/Agency Members: Castaneda, McCann, Ramirez, Rindone, and Mayor/Chair Cox PLEDGE OF ALLEGIANCE TO THE FLAG AND MOMENT OF SILENCE SPECIAL ORDERS OF THE DAY . POWERPOINT PRESENTATION ON "THE DANGERS OF PLASTIC BAGS" · PRESENTATION ON THE CITYWIDE FULL COST RECOVERY PROGRAM CONSENT CALENDAR - fiCity Council and Redevelopment Agency (Items 1- 9) City Council . (Items 10-11) City Council and Redevelopment Agency The Council/Agency will enact the Consent Calendar staff recommendations by one motion, without discussion, unless a Councilmember/Agency Member, a member of the public, or staff requests that an item be removed for discussion. If you wish to speak on one of these items, pleasejill out a "Request to Speak " form (available in the lobby) and submit it to the City Clerk prior to the meeting. Items pulled from the Consent Calendar will be discussed immediately following the Consent Calendar. City Council Consent Calendar: I. APPROVAL OF MINUTES of June 5, 2008. Staff recommendation: Council approve the minutes. Page 1 - Jt. CC/RDA Agenda htto:/ Iwww.chulavistaca.Qov July 22, 2008 I . 2. ORDINANCE OF THE CITY OF CHULA VISTA REVISING THE SPEED LIMIT FOR HIDDEN VISTA DRIVE BETWEEN EAST H STREET AND SMOKY CIRCLE (SECOND READING AND ADOPTION) Adoption of the ordinance implements a revision in the speed limit on Hidden Vista Drive between East H Street and Smoky Circle from 25 mph to 30 mph, with SmokY Circle and Terra Nova Drive retaining the existing 25 mph speed limit. This ordinance was first introduced on July 15,2008. (City EngineerlEngineering Director) Staff recommendation: Council adopt the ordinance. 3. RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA DEEMING THE EMERGENCY REPAIR OF MANHOLES LOCATED ALONG HUNTE PARKWAY BETWEEN OTAY LAKES ROAD AND KING CREEK WAY TO BE OF URGENT NECESSITY FOR THE PRESERVATION OF LIFE, HEALTH OR PROPERTY, ACCEPTING THE FINAL REPORT OF EXPENDITURES FOR THE "EMERGENCY MANHOLE REPAIRS IN THE EASTERN PART OF CHULA VISTA" AND RATIFYING THE ACTION OF THE CITY MANAGER AND DIRECTOR OF ENGINEERING IN ISSUING AND EXECUTING A CONTRACT FOR THESE EMERGENCY REPAIRS WITH MJC CONSTRUCTION Section 1009 of the City Charter authorizes the City Manager to make emergency repairs for the preservation oflife, health and property. In May of 2008, several manholes were found to be severely deteriorated and in need of immediate repair. Adoption of the resolution accepts the final report of expenditures and ratifies the action of the City Manager and Engineering Director. (City Engineer/Engineering Director) Staff recommendation: Council adopt the resolution. J 4. RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA ACCEPTING BIDS AND AWARDING A CONTRACT FOR INSTALLATION OF THE LOMA VERDE POOL SOLAR PANEL SYSTEM TO AQUATIC RESOURCES INC. IN THE AMOUNT OF $79,500 AND AUTHORIZING STAFF TO PURCHASE SOLAR PANELS AND RELATED EQUIPMENT FROM AQUATIC RESOURCES INC. FOR $34,049 The pool solar panel arrays at the Lorna Verde Recreation center have exceeded their useful life and are in need ofreplacement. Adoption of the resolution awards installation of the pool solar hot water system to Aquatic Resources, Inc., and authorizes staff to purchase related panels and equipment. Funds are available in Capital Improvement Project GG202 and eligible for reimbursement from the California Energy Commission Loan Program. (City EngineerlEngineering Director, Recreation Director, Conservation & Environmental Services Director) Staff recommendation: Council adopt the resolution. 5. RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA APPROVING AN AGREEMENT BETWEEN THE CITY OF CHULA VISTA AND ALTA PLANNING + DESIGN FOR THE DEVELOPMENT OF A PEDESTRIAN MASTER PLAN FOR A TOTAL COST OF $152,002 AND AUTHORIZING THE CITY MANAGER TO EXECUTE AN AMENDMENT TO THE AGREEMENT TO ADD SPECIFIC TASKS TO THE SCOPE OF WORK FOR AN AMOUNT NOT TO EXCEED $50,000 Page 2 - Jt. CClRDA Agenda http://www .chula vistaca. gOY July 22, 2008 I . A Pedestrian Master Plan will identify and prioritize pedestrian improvement projects based on technical analysis and community input, thereby promoting orderly implementation on a citywide basis and enhancing the City's ability to receive grant funding for these projects. Adoption of the resolution awards the agreement to Aha Planning + Design. (City EngineerlEngineering Director) Staff recommendation: Council adopt the resolution. 6. RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA SUPPORTING SENATE BILL 1016 (WIGGINS), REGARDING COMPLIANCE WITH THE CALIFORNIA INTEGRATED WASTE MANAGEMENT ACT The current measurement system for the Integrated Waste Management Act (Assembly Bill 939) which "counts" the amount of waste diverted from landfills has proven to be burdensome, overly complex, and inaccurate. Senate Bill 1016 proposes a new system that should increase timeliness and accuracy, provide a streamlined review for cities that are meeting their diversion requirements, and maintain allowances for rural justifications. This topic is not covered by the City's Adopted Legislative Program; therefore Council approval is required for Chula Vista to support for this measure. (Legislative Subcommittee) Staff recommendation: Council adopt the resolution. 7. RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA APPROVING AN AGREEMENT WITH THE SAN DIEGO UNIFIED PORT DISTRICT FOR A SALT MARSH EDUCATION PROGRAM AT THE CHULA VISTA NATURE CENTER Nature Center staff has been working with the San Diego Unified Port District to partner in the coordination of educational field trips for schools located within the watershed areas of the San Diego Bay. The goal of the program is to encourage participation in existing Nature Center education programs, which promote environmental stewardship and educate students about the importance of conserving coastal resources. Adoption of the resolution approves the agreement. (Recreation Director) Staff recommendation: Council adopt the resolution. 8. RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA APPROVING AN AGREEMENT WITH THE SAN DIEGO UNIFIED PORT DISTRICT FOR AN ENDANGERED LIGHT-FOOTED CLAPPER RAIL PROPAGATION PROGRAM AT THE CHULA VISTA NATURE CENTER Nature Center staff has been working with the San Diego Unified Port District to partner in the coordination of a propagation program at the Chula Vista Nature Center for the critically endangered Light-footed Clapper Rail. The Nature Center currently participates in a breeding program for these birds along with other agencies, including the U.S. Fish and Wildlife Service. Adoption of the resolution approves the agreement. (Recreation Director) Staff recommendation: Council adopt the resolution. Page 3 - Jt. CC/RDA Agenda htto://www.chulavlstaca.!lOV July 22, 2008 I . 9. RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA APPROVING AN AGREEMENT WITH THE COUNTY OF SAN DIEGO PROBATION DEPARTMENT FOR THE PROVISION OF WORK CREWS UNTIL MAY 30, 2009 AND AUTHORIZING THE PURCHASING AGENT TO APPROVE AND EXECUTE AMENDMENTS TO THE AGREEMENT EXTENDING THE TERM FOR AN ADDITIONAL FIVE ONE-YEAR PERIODS The San Diego County Probation Department administers and operates work camps in eastern San Diego County which are available to government entities to perform labor intensive maintenance projects such as weed abatement, culvert cleaning, litter patrol, park maintenance, and brush abatement. Since approval by Council in 1987, County work crews have been utilized by the City for labor in Open Space and Community Facility Districts, Streets, Wastewater and Parks. Adoption of the resolution updates this agreement and authorizes renewal options for these services. (Public Works Director) Staff recommendation: Council adopt the resolution. Joint City Council and Redevelopment Agency Consent Calendar: 10. A. RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA WAIVING THE FORMAL CONSULTANT SELECTION PROCESS FOR AN AGREEMENT BETWEEN THE CITY OF CHULA VISTA REDEVELOPMENT AGENCY AND THE URBAN LAND INSTITUTE , B. RESOLUTION OF THE REDEVELOPMENT AGENCY OF THE CITY OF CHULA VISTA APPROVING AN AGREEMENT BETWEEN THE CITY OF CHULA VISTA REDEVELOPMENT AGENCY AND THE URBAN LAND INSTITUTE IN THE AMOUNT OF $120,000, AND APPROPRIATING FUNDS THEREFOR (4/5THS VOTE REQUIRED) In the coming years, Chula Vista's vacant bayfront may soon transform into a world class destination. The H Street corridor provides an opportunity to connect the bayfront and the Chula Vista community and revitalize it along the way. Adoption of the resolutions authorizes the City Council and Redevelopment Agency to enter into a contract with the Urban Land Institute Five-Day Advisory Services Program to bring real estate experts from around the country to provide an unbiased implementation program for redevelopment of the H Street Corridor between Interstate 5 and Third Avenue. (Redevelopment and Housing Assistant Director) Staff recommendation: Council/Agency adopt the resolutions. Page 4 - Jt. CClRDA Agenda htto:I !www.chulavistaca.gov July 22, 2008 . - 11. JOINT RESOLUTION OF THE CITY COUNCIL AND THE REDEVELOPMENT AGENCY OF THE CITY OF CHULA VISTA APPROVING AMENDMENT NO.3 TO THE LETTER OF INTENT BETWEEN THE CITY OF CHULA VISTA, THE REDEVELOPMENT AGENCY OF THE CITY OF CHULA VISTA, THE SAN DIEGO UNIFIED PORT DISTRICT, AND GAYLORD ENTERTAINMENT COMPANY EXTENDING THE TERM OF THE LETTER OF INTENT THROUGH DECEMBER 31, 2008, AUTHORIZING THE CITY MANAGERlEXECUTIVE DIRECTOR TO EXECUTE AMENDMENT NO. 3 TO THE LETTER OF INTENT ON BEHALF OF THE CITY AND THE REDEVELOPMENT AGENCY, AND AUTHORIZING THE CITY MANAGERlEXECUTIVE DIRECTOR TO APPROVE AND EXECUTE AN ADDITIONAL SIX MONTH EXTENSION OF THE TERM OF THE LETTER OF INTENT THROUGH JUNE 30, 2009 ON BEHALF OF THE CITY AND THE REDEVELOPMENT AGENCY, IF NEEDED In July 2006 a Letter of Intent (LOl) was entered into between the City, the Redevelopment Agency, the San Diego Unified Port District and Gaylord Entertainment Company relative to a major hotel and convention center, and associated public improvements, that would serve as an economic catalyst for the development of the Chula Vista Bayfront. The term of the LOl was extended via the first amendment, approved by the Council in May 2007, and the second amendment approved by the Council in February 2008, which is set to expire July 30, 2008. The parties to the LOl still agree on the fundamental goals and objectives set forth, however, they require additional time to finalize the formal agreements. Adoption of the resolution extends the LOI through the end of December 2008 and authorizes a six month extension through June 2009, if needed. (Economic Development Officer) Staff recommendation: Council/Agency adopt the resolution. ITEMS REMOVED FROM THE CONSENT CALENDAR PUBLIC COMMENTS - City Council and Redevelopment Agency Persons speaking during Public Comments may address the Council/Agency on any sl1bject matter within the Council/Agency's jurisdiction that is not listed as an item on the agenda. State law generally prohibits the Council/Agency from discussing or taking action on any issue not included on the agenda, but, if appropriate, the Council/Agency may schedule the topic for fUture discussion or refer the matter to staff. Comments are limited to three minutes. ACTION ITEMS - City Council The Item(s) listed in this section of the agenda will be considered individually by the Council/Agency and are expected to elicit discussion and deliberation. If you wish to speak on any item, please fill out a "Request to Speak" form (available in the lobby) and submit it to the City Clerk prior to the meeting. 12. PRESENTATION BY INTERIM FIRE CHIEF GEERING ON THE REGIONAL FIRE PROTECTION COMMITTEE Staff recommendation: Council hear the presentation. Page 5 - Jt. CCIRDA Agenda htt.p ://www.chulavlstaca.!lav July 22, 2008 . - 13. RECONSIDERATION FOR CHARGING XR PROMOTIONS, LLC FOR CHAMPIONSHIP OFF-ROAD RACING, FULL COST RECOVERY FOR THE CHAMPIONSHIP OFF ROAD RACING (CORR) RACE EVENTS At the July 8, 2008 City Council meeting, XR Promotions, LLC for Championship Off- Road Racing (CORR) applied for and Council approved a two-year temporary Conditional Use Permit (CUP) for three off-road race events scheduled for 2008 and three similar race events in 2009. Council also approved a Mitigated Negative Declaration. Resolutions B and C proposed by the Police and Fire Departments, recommending approval of an "overtime plus 20-percent" charge for public safety services rather than Full Cost Recovery and appropriating $27,859 and $33,567 respectively, to offset the costs were not approved. Due to his absence from the July 8, 2008 Council meeting, Councilmember Castaneda has requested these resolutions be brought back for discussion. (Interim Fire Chief, Police Chief) Staff recommendation: That either Council take no action thereby affirming the decision made July 8, 2008 to charge full cost recovery, or consider adoption of the following resolutions: B. RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA AUTHORIZING THE CITY MANAGER TO WAIVE THE FULL COST RECOVERY RATE FOR POLICE SERVICES FOR THE CHAMPIONSHIP OFF ROAD RACING (CORR) RACE EVENTS, AUTHORIZING AN ALTERNATIVE RATE OF COST RECOVERY OF OVERTIME PLUS 20%, AND APPROPRIATING $27,859 TO THE POLICE DEPARTMENT FISCAL YEAR 2008/2009 PERSONNEL SERVICES BUDGET FOR OVERTIME COSTS (4/5THS VOTE REQUIRED) C. RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA AUTHORIZING THE CITY MANAGER TO WAIVE THE FULL COST RECOVERY RATE FOR FIRE AND EMERGENCY MEDICAL SERVICES FOR THE CHAMPIONSHIP OFF ROAD RACING (CORR) RACE EVENTS, AUTHORIZING AN ALTERNATIVE RATE OF COST RECOVERY OF OVERTIME PLUS 20%, AND APPROPRIATING $33,567 TO THE FIRE DEPARTMENT FISCAL YEAR 2008/2009 PERSONNEL SERVICES BUDGET FOR OVERTIME COSTS (4/5THS VOTE REQUIRED) OTHER BUSINESS - City Council and Redevelopment Agency 14. CITY MANAGER/EXECUTIVE DIRECTOR'S REPORTS The Chula Vista Municipal Code provides for the cancellation of certain Council meetings, including the Tuesday following Thanksgiving (December 2, 2008). These meetings may be reinstituted by a majority of the Council. In accordance with the Chula Vista Charter, terms for elective office commence on the first Tuesday of December of the election year. As such, it is necessary to reinstitute the December 2, 2008 City Council meeting for the purpose of declaring results of the November 4, 2008 election, and installation of newly elected CounciImembers. City Manager's Recommendation: Council move to reinstitute the December 2, 2008 Council meeting. Page 6 - Jt. CClRD A Agenda htto:! !www.chulavistaca.gov July 22, 2008 I . 15. MAYOR/CHAIR'S REPORTS A. Ratification of appointment of Mauricio Torre to the Housing Advisory Commission. B. Ratification of the appointment of Ed Herrera to the Human Relations Commission. 16. COUNCIL/AGENCY MEMBERS' COMMENTS CLOSED SESSION - City Council Announcements of actions taken in Closed Session shall be made available by noon on Wednesday following the Council Meeting at the City Attorney's office in accordance with the Ralph M Brown Act (Government Code 54957. 7). 17. CONFERENCE WITH LEGAL COUNSEL REGARDING EXISTING LITIGATION PURSUANT TO GOVERNMENT CODE SECTION 54956.9(a) Deanna Morv. et al. v. City of Chula Vista. et a!., United States District Court, Case No. 06 CV 1460 JAH (BLM) Deanna Mory. et al. v. City of Chula Vista. et a!., United States District Court, Case No. 07 -CV -0462 JLS (BLM) Jackie Lancaster v. City of Chu1a Vista et a!., San Diego Superior Court, Case No. 37- 2008-00086916-CU-MC-CTL Thanh Le v. City of Chula Vista, et al.. San Diego Superior Court, Case No. 37-2007- 000076220-CU-PA-CTL. ADJOURNMENT to an Adjourned Regular Meeting, July 23, 2008 at 6:00 p.m. in the Executive Conference Room, followed by a Special Meeting at 8:00 p.m. in the Council Chambers. The next Regular Meeting of the City Council will be August 5, 2008 at 4:00 p.m. in the Council Chambers. Materials provided to the City Council/Redevelopment Agency related to any open-session item on this agenda are available for public review at the City Clerk's Office, located in City Hall at 276 Fourth Avenue, Building 100, during normal business hours. In compliance with the AMERICANS WITH DISABILITIES ACT The City of Chula Vista requests individuals who require special accommodations to access, attend, and/or participate in a City meeting, activity, or service, contact the City Clerk's Office at (619) 691-50415041 or Telecommunications Devicesfor the Deaf (TDD) at (619) 585-5655 at least forty-eight hours in advance for meetings and five days for scheduled services and activities. California Relay Service is also available for the hearing impaired Page 7 - Jt. CClRDA Agenda htto ://www.chulavistaca.gov July 22, 2008 I . DRAFT MINUTES OF ADJOUfu'\TED REGULAR MEETINGS OF THE CITY COUNCIL, GROWTH MANAGEMENT OVERSIGHT COMMISSION AND PLANNING COMMISSION OF THE CITY OF CHULA VISTA June 5, 2008 6:00 P.M. Adjourned Regular Meetings of the City Council, GroVv1h Management Oversight Commission, and Planning Commission of the City of Chula Vista were called to order at 6:02 p.m. at the Chula Vista Police Headquarters, Community Meeting Room, 315 Founh Avenue, Chula Vista, California. ROLL CALL: PRESENT: Councilmembers: Castaneda (arrived at 6:20 p.m.), McCann, Ramirez, and Mayor Cox Growth Management Oversight Commissioners: Bazzel, Canaris, Hall (arrived at 6: 13 p.m.), Jones, Palma, Sutton, Chair O'Neill Planning Commissioners: Bensoussan, Felber, Moctezuma, Spethman, Vinson, and Chair Trip ABSENT: Councilmembers: Rindone (excused) GroVvih Management Oversight Commissioners: Clayton, Krogh Planning Commissioners: Clayto'n' ALSO PRESENT: City Manager Garcia, Deputy City Attorney Shirey, Interim City Clerk Norris, and Deputy City Clerk Bennett PLEDGE OF ALLEGIANCE TO THE FLAG ANTI MOMENT OF SILENCE PUBLIC HEARING - City Council, GMOC, Planning Commission I. REVIEW AND CONSIDERATION OF THE GROWTH MANAGEMENT OVERSIGHT COMMISSION'S 2008 ANNUAL REPORT Each year, the Growth Management Oversight Commission submits its Annual Report to the Planning Commission and City Council regarding compliance with threshold standards for eleven Quality-of-Life indicators. The 2008 Annual Report covers the period from July I, 2006 through June 30, 2007; identifies current issues in the second half of 2007 and early 2008; and assesses any threshold compliance concerns looking forward over the next five years. The report discusses each threshold in terms of current compliance, issues, and corresponding recommendations. (Planning and Building Director) Notice of the public hearing was given in accordance with legal requirements, and the hearing was held on the date and at the time specified in the notice. Page 1 - CC/GMOCIPC Minutes JlUle 5, 2008 /-/ DRAFT PUBLIC HEARlNG (Continued) Assistant Director of Planning Lytle introduced Advanced Plalll1ing Manager Batchelder and Associate Plalll1er Vanderbie. Staffinember Vanderbie then provided an overview of the function of the Growth Management Oversight Commission (GMOC). GMOC Chair O'Neill expressed appreciation for the time and professional expertise by City staff, assistance from the School District, Water District, and Air Pollution Control District, and the GMOC members with the completion of the AIll1ual Report. He then presented the 2008 GMOC AIll1ual Report regarding compliance with threshold standards for 11 Quality-of-Life indicators that covered Fiscal Year 2006/2007, identified current issues in the second half of 2007 and early 2008, and expressed concerns with threshold compliance for the next five years. The following thresholds were found to be in compliance during Fiscal Year 2006/2007: Fiscal, Air Quality, Water, Drainage, Parks & Recreation, Fire/Emergency Medical Service, and Schools. Those thresholds not in compliance included Libraries, Police, Traffic and Sewer. Mayor Cox opened the public hearing. Peter Watry expressed his appreciation of the efforts by the GMOC in developing parks located west of Interstate 805. There being no further members of the public who wished to speak, Mayor Cox closed the public hearing. Mayor Cox asked City Manger Garcia whether City staif would have the ability to accomplish the GMOC's recommendations, given the City's current fiscal status. City Manager Garcia responded that the recommendations allowed flexibility to work within current budget constraints, using the recommendations as a guiding principle. Discussion ensued regarding plalll1ed projects and those completed usmg Public Facilities Development Impact Fees. Mayor Cox explained that each threshold would be addressed separately to offer the Council and Commissions an opportunity for questions and comments. FISCAL THRESHOLD The Fiscal Threshold was in compliance with the threshold standards, and was discussed at this time. Councilmember Ramirez stated he would like to see a priority list of projects on a regular basis. Councilmember Castaneda suggeste.d implementation of a policy on the construction of facilities, including language for the way priorities were dealt with, on how facilities would be funded, how they would be reported, and impacts of the expenditures, in order to ensure adequate funding for all projects slated for construction. Page 2 - Joint CouncillGMOC/Plng Minutes I ) /"" .,...,-:,\ June 5. 2008 DRAFT PUBLIC HEAR1'\fG (Continued) AIR QUALITY THRESHOLD The Air Quality Threshold was in compliance with the threshold standards, and was discussed at this time. Councilmember Ramirez spoke of the importance of air quality, stating that it was a regional issue, and he suggested that staff involve San Diego Association of Governments (SANDAG) on the issue. SEWERS THRESHOLD Mayor Cox stated that since the sewers threshold was a non-compliant threshold, staff would return to the item once the compliant thresholds had been addressed. WATER THRESHOLD The Water Threshold was in compliance with the threshold standards, and was discussed at this time. Commissioner Felber referenced the water capacity and demand tables in the staff report (page 1-29, 1-30) for Otay Water District and Sweetwater Authority, and requested that demand tables for Otay Water District be included in the future. LIBRARIES THRESHOLD Mayor Cox stated that since the Libraries threshold was 'a non-compliant threshold, staff would return to the item once the compliant thresholds had been addressed. DRA1'\fAGE The Drainage Threshold was in compliance with the threshold standards, and was discussed at this time. Councilmember Castaneda commented that drainage had been directed to western Chula Vista, and the system was dilapidated. He stated that the threshold was inadequate to protect private property. He suggested that staff look at how to best approach the problem of where the conveyance system needed to be improved, and that those improvements should be added into Development Impact Fees, to ensure an accurate assessment of fees for those individuals who created more drainage flow. Mayor Cox asked whether the City kept track of flooded property. City Manager Garcia replied that regularly updated maps of flood-prone areas were provided to the City from the Corps of Engineers. Staffmember Hopkins added that some of the problem areas were identified as a result of complaints received about flooding issues. Commissioner O'Neill stated the biggest problem was the lack of funding to address drainage. At 8:04 p.m., Mayor Cox announced a brief recess of the Joint Meeting. The Joint Meeting reconvened at 8:18 p.m., with all Councilmembers, Growth Management Oversight Commissioners, and Planning Commissioners present, except Councilmember McCann who arrived at 8: 19 p.m. Page 3 - Joint CouncillGMOC/Plng Minutes June 5. 2008 j.'-. :Ji .- -........ DRAFT PUBLIC HEARING (Continued) PARKS & RECREATION THRESHOLD The Parks & Recreation Threshold was in compliance with the threshold standards, and was discussed at this time. Commissioner Moctezuma stated that it would be valuable to define western Chula Vista in the threshold, so that excess parks on the east would not count towards fulfilling a threshold in the west, and suggested for the future, there be a matrix for parks with a definite radius for accessibility by the residents. Commissioner Spethman spoke about assessments for parks, and asked whether a detailed master plan was presented to the GMOC. Chair O'Neill responded that a master plan was not presented, and that the GMOC would be coming back with recommendations on what the west side might look like, and how to account for old growth and the existing shortage relative to the new standards. Mayor Cox expanded on the comments by Chair O'Neill, stating that as a result of state law, the Chula Vista Elementary School District had an all-encompassing community facility district that provided funds where the funds were needed. Additionally, she stated that the Otay Valley Regional Park that provided new trails and active recreation extending for 13 miles, ii'om Interstate 5, up through the river valley to Otay Lakes was available to the community. Commissioner Bensoussan commented on the need to look at elements of the Parks Master Plan and the revision of thresholds, particularly for pocket parks and recreation centers in western Chula Vista. She suggested reviewing the plan and setting priorities. Assistant Director of Recreation Hall responded that an update to the existing'Master Plan would be forthcoming for the next review cycle for review by the commission. Landscape Planner Gamble added that on the topic of pocket parks, the General Plan Update recognized the necessity for more creativity in the delivery of different types of parks for western Chula Vista in the overall solution for delivering parks. With respect to staffing and maintenance of parks, City Manager Garcia responded that the Parks Department would be looking at competitive bidding for park maintenance in order to achieve the most cost effective method of maintaining parks. Mayor Cox was apprehensive to amend a threshold during lean years. Chair O'Neill added that the City would need to have the ability to move with changes in the economy. FIRE & EMERGENCY MEDICAL SERVICES THRESHOLD The Fire & Emergency Medical Services Threshold was in compliance with the threshold standard, and was discussed at this time, with a focus on the transition of the fire dispatch center and the system now used. Interim Fire Chief Geering indicated that sharing resources had resulted in improved response times. SCHOOLS THRESHOLD The Schools Threshold was in compliance with the threshold standard, and was discussed at this time. Mayor Cox noted that the threshold was an accounting for the number of classroom seats for the students in the City, rather than the quality and quantity of education. Page 4 - Joint Council/GrvIOClPlng Minutes ./--i/.. June 5, 2008 DRAFT PUBLIC HEARING (Continued) LffiRARIES THRESHOLD The Libraries Threshold was not in compliance with the threshold standards, and was discussed at this time. Councilmember McCann asked why the County library located in Bonita was not included in the thresholds. Chair O'Neill responded that it was not within the purview of the GMOC. Mayor Cox suggested that the County library be counted to determine if that would bring this threshold closer to compliance. Councilmember McCann concurred with the suggestion by Mayor Cox, and also requested that staff work with the County library to secure the percentage of Chula Vista patrons to the facility. Commissioner Moctezuma did not think a consultant was needed for the update of the Library Master Plan. Library Director Browder responded that a consultant would provide a nationwide and statewide comparative analysis, and assist staff with understanding the service level delivery as compared to other libraries in jurisdictions oflike size. COlllmissioner Felber agreed tllGt the City should receive credit for the County Library, as it ""1S relieving some pressure from the Rancho DelRey Library. He also supported looking at threshold standards of other municipalities. POLICE THRESHOLD The Police Threshold was not in compliance with the threshold standards, and was discussed at this time. Mayor Cox noted that the Priority 2 levels of service by the Police Department were not III compliance. Commissioner Vinson stated that in the past 10 consecutive years, the threshold on Priority 2 calls had not been met, and he asked staff if unattainable levels had been set, whether the threshold could be met in the future, and whether adjustments should me made. Chief Emerson replied that in the first 8 months of Fiscal Year 2007/2008, an increase in the number of sworn officers on the street had resulted in a closer approach to the 57 percent threshold standard. TRAFFIC THRESHOLD The Traffic Threshold was not in compliance with the threshold standards, and was discussed at this time. Mayor Cox requested that staff bring back to the GMOC, non-compliant segments, and measures that could be implemented in order to bring the segments into better compliance. Page 5 - Joint CounciUGMOC/Plng Minutes June S, 2008 r- /-,. .' --' DRAFT PUBLIC HEARlNG (Continued) SEWERS THRESHOLD The Sewers Threshold was not in compliance with the threshold standards, and was discussed at this time. Councilmember McCann spoke of the need for a long-term strategy, stating that the City was at the mercy of the Point Lorna Sewer Treatment Plant with respect to fee increases. He suggested collaborative efforts with the water agencies and municipalities in the south county to seek long term plans to treat the sewage, and water recycling for landscaping and other beneficial uses. He requested that the commissioners be involved. ACTION: Planning Commissioner Felber moved to adopt the following Planning Commission Resolution No. PCM-08-04: RESOLUTION NO. PCM-08-04 RESOLUTION OF THE PLANNING COMMISSION OF THE CITY OF CHULA VISTA ACCEPTING THE 2008 GMOC At'\l0iLJAL REPORT At'W RECOMMENDING ACCEPTANCE BY THE CITY COUNCIL Planning Commissioner Moctezul11a seconded the motion and it canied 6-0. ACTION: Councilmel11ber Castaneda moved to 'ldoPl the following Council Resolution No. 2008-142, heading read, text waived: RESOLUTION NO. 2008-142, RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA ACCEPTING THE 2008 GMOC ANNUAL REPORT, AND DIRECTING THE CI<TY MANAGER TO UNDERTAKE ACTIONS NECESSARY TO IMPLEMENT REPORT RECOMMENDATIONS AS PRESENTED IN THE STAFF RESPONSES AND PROPOSED IMPLEMENTING ACTIONS SUMMARY Councilmember McCann seconded the motion and it carried 4-0. PUBLIC COMMENTS - Council, GMOC, Planning Commission There were none. Mayor Cox thanked the GMOC, Planning Commission and staff for their work on the report. Chair O'Neill stated that the GMOC proposed to bring next year's report earlier than June in order to coordinate with the City's budget process. At 9:34 p.m., the Growth Management Oversight Commission and the Planning Commission adjourned to their respective meetings, and the Council convened in Closed Session. CLOSED SESSION - City Council 2. PUBLIC EMPLOYEE APPOINTMENT PURSUANT TO GOVERNMENT CODE SECTION 54957 City Attorney ACTION: Appointment of Bart Meisfeld as Interim City Attorney (4-0). Page 6 - Joint CouncitlGMOc/Plng Minutes " " --- i , ; June 5, 2008 DRAFT CLOSED SESSION - City Council (Continued) 3. CONFERENCE WITH NEGOTIATOR PURSUANT TO GOYER.1"\IMENT CODE SECTION 54957.6 City Negotiators: City Council and City Attorney No reportable action was taken on this item. ADJOURNMENT At 11 :20 p.m., Mayor Cox adjourned the City Council Meeting to its Regular Meeting on June 10, 2008 at 6:00 p.m., in the Council Chambers. ~- -~ .---. /' Lorraine Belmett, CMC, Deputy City Clerk Page 7 - Jomt Council/GMOCfPlng Minutes June 5, 2008 . -7 1- , r:::R\\O~ ~'i) \'.\) ORDINA..l\fCE NO. S~P\~G ~ ~'i) ~ ORDINA.NCE OF THE CIT'S~'CHULA VISTA REVISING THE SPEED LIMIT FOR HIDDEN VISTA DRIVE BETWEEN EAST H STREET AND SMOKY CIRCLE ViHEREAS, based on the provisions of the California Vehicle Code and pursuant to authority under the Chula Vista Municipal Code, the City Engineer has determined that the speed limit on Hidden Vista Drive between East H Street and Smoky Circle should be 30mph; and WHEREAS, the prevailing speeds, accident history, roadway design characteristics and land use justify a 30 mph posted speed limit; and W1IEREAS, the Engineering and Traffic Survey was prepared pursuant to all provisions of the California Vehicle Code and the Manual on Uniform Traffic Control Devices; and WHEREAS, the Safety Commission concurs with staff's recommendation to revise the speed limit on Hidden Vista Drive between East H Street and Smoley Circle to 30mph; and WHEREAS, this recommendation and other information in the City Engineer's report has been' fully considered by the Ciry .Council; NOW, THEREFORE, the City Council of the City ofChula Vista ordains as follows: SECTION I: That the speed limit on Hidden Vista Drive between East H Street and Smoky Circle is revised to 30mph. I I SECTION II: That Schedule X of the Register of Schedules maintained by the City Engineer as provided in Section 10.48.020 of the Chula Vista Municipal Code, "Established Speed Limits in Certain Zones-Designated," is amended to include the following inforination: 10,48.020 Schedule X - Established Speed Limits in Certain Zones - Designated I Name of Street Beginning At I Ending At I Proposed Speed Limit Hidden Vista Drive East H Street I Smoky Circle I 30 mph Hidden Vista Drive Smoky Circle I Terra Nova Drive I 25 mph SECTION ill: This ordinance shall take efrect and be in full force on the thirrieth day from and after its adoption. Presented by Approved as to form by Rick Hopkins Director of Engineering i{d "L:h-f l.-r' .j t,- . I " I.=-C^-- {~, /(~ - i ,''-- Bart Miesreld 1,terim Ciry Attorney N:\ENGrNEER.\QrdinancesIOrd2008\07-l5-08\Hidden V;sta Spe"d Limil.joc C?~/ , CITY COUNCIL AGENDA STATEMENT .sWf:. CITY OF ~CHULA VISTA ITEM TITLE: SUBMITTED BY: REVIEWED BY: 7/22/08, Item:3 RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA DEEMING THE EMERGENCY REPAIR OF MAi'ffiOLES LOCATED ALONG HUNTE PARKWAY BETWEEN OT A Y LAKES ROAD Al'ID KING CREEK WAY TO BE OF URGENT NECESSITY FOR THE PRESERVATION OF LIFE, HEALTH OR PROPERTY, ACCEPTING THE FIN,A.L REPORT OF EXPENDInJRES FOR THE "EMERGENCY lvLtIu'ffiOLE REPAIRS IN THE EASTERi\! PART OF CHULA VISTA" AL'ID RATIFYING THE ACTION OF THE CITY MAl"\lAGER Al'ID DIRECTOR OF ENGINEERING IN ISSUING AND EXECUTING A CONTRACT FOR THESE EiVIERGENCY REPAIRS WITH MlC CONSTRUCTION DIRECTOR OF ENGINEERING rJ$r DIRECTOR OF PUBLIC OR! S l::,'i' CITY MANAGER ASSIST,tIu"\lT CITY 4/STHS VOTE: YES ~ NO 0 SUMMARY Section 1009 of the City Charter authorizes the City Manager to make emergency repairs for the preservation of life, health and property. On May IS, 2008, four manholes were found to be severely deteriorated and in need of immediate repair. An informal contract was prepared to repair the four sewer manholes located along Hunte Parkway between Otay Lakes Road and King Creek Way. In addition to this work, three more manhole frames and covers in need of repairs were identified along Otay Lakes Road between Fenton Street and Hunte Parkway. Failure to repair the manholes could have led to undermining of the roadway and potential risk to public safety and/or damage to public or private property. This report represents the total expenditures for the repairs completed on Hunte Parkway and Otay Lakes Road. ENVIRONMENTAL REVIEW The Environmental Review Coordinator has reviewed the proposed project for compliance with the California Environmental Quality Act (CEQA) and has determined that the project qualifies for a Stahltory Exemption pursuant to Section 15269 (Emergency Projects) of the State CEQA Guidelines. Thus, no further environmental review is necessary. 3-1 7/22/08, Item~ Page 2 of 4 RECOMMENDATION Council adopt the resolution. BOARDS/COMMISSION RECOMMENDATION Not applicable. DISCUSSION As part of the ongoing program to rehabilitate the sewer system throughout the City, a priority list was developed to guide the City's sewer rehabilitation effort. On May 15, 2008, Public Works' staff informed Engineering staff that four manholes were severely deteriorated and in need of immediate repair. Staff was asked to prepare an informal contract to repair the four sewer manholes located along Hunte Parkway, between Otay Lakes Road and King Creek Way. The following condition assessments were prepared by Public Works staff: . Manhole Number 1653: sewer manhole cones and shafts were corroded and chunks of concrete were falling to the bottom of the manhole; manhole base and channel were deteriorated. No strength remains on existing sewer manhole wall. o Manhole Number 1781: sewer manhole cones and shafts were corroded; manhole base and channel were deteriorating and collapsing. o Manhole Number 1927: sewer manhole cones and shafts were corroded and chunks of concrete were falling to the bottom of the manhole;,manhole base and channel show some signs of deteriorating and some signs of corrosion. . Manhole Number 2022: sewer manhole cones and shafts show signs of corrosion. Based on the assessment of these sewer facilities, City staff concluded that the four manholes were severely damaged and required immediate repair. If the manholes were not immediately repaired, failure of the manholes could have led to undermining of the roadway and potential risk to public safety and/or damage to public or private property. Therefore, the Engineering Department, along with the Public Works Department, deemed that it was important to complete the repairs immediately by using an informal bidding process and issuing an emergency repair contract. Stall entered into an emergency repair contract in accordance with the emergency provision of Section 1009 of the City Charter; based upon the urgent necessity for the preservation of life, health and property. City staff received four bids from responsible contractors that have worked previously on City of Chula Vista contracts. Bidding Process Engineering staff prepared specifications and solicited bids from six contractors. On May 21, 2008, staff opened bids for the Emergency Repair project. Four contractors responded with submittals for the required work. A thorough check of the bid documents was conducted and ail submittals met the City's requirements. 3-2 /J 7/22/08, Item 5' Page 3 of 4 The four bids received are as follows: Contractor Base Bid Amount MJC Construction - Bonita, CA $66,300 Bonita Pipeline - National City, CA $68,538 Zondiros Corporation - San Marcos, CA $72,400 Cass Construction - El Cajon, CA $80,900 The bid submitted by MJC Construction is above the Engineer's estimate of $55,000 by $11,300, or approximately 17%. Staffs bid estimate was based on average prices for manhole repairs less than 10 feet completed during the last three years. The manholes on Hunte Parkway were slightly greater than 10 feet. With the added depth and for the safety of the workers, a larger trench was needed, thereby increasing the project cost. Staff has worked with MJC Construction in the past and their work has been determined to be satisfactory. Their Contractor's License No. 754128 is clear and current. Additional Work Required While work was being conducted to repair the four manholes, on June 5, 2008, Public Works staff indicated to Engineering staff that three manholes. covers within the area were in need of grade adjustments. The work for these manholes requirbd adding additional manhole rings to bring the manholes up to the current street grade. Public Works' staff solicited a cost from MJC Construction to have these adjustments done and found it to be reasonable. Since there were no unforeseen issues found with the initial manhole repairs, contingency funds were utilized to pay for the additional work. This work consisted of the removal and disposal of the existing manhole components, asphalt concrete pavement, and backfill with sand/cement slurry, and the restoration of the street's structural section. The work required was expedited through the informal bidding process. The City was able to avert potential risk to public safety and/or damage to public or private property. All work for the repair of the initial four manholes on Hunte Parkway between Otay Lakes Road and Kings Creek Way, as well as the additional work of adjusting three manholes to grade on Otay Lakes Road between Fenton Street and Hunte Parkway has now been completed. Wage Statement Contractors bidding this project were not required to pay prevailing wages to persons employed by them fQr the work under this project. DECISION MAKER CONFLICT Staff has reviewed the property holdings of the City Council and has found no property holdings within 500 feet of the boundaries of the property that is the subject of this action. 3-3 7/22/08, Item 3 Page 4 of 4 FISCAL IMP ACT FUNDS REQUIRED FOR PROJECT A. Construction Amount (MJC Construction) $66,300.00 B. Contingencies (approximately 10% of construction costs) (Change Order Additional Work) $ 6,630.00 C. City Staff Costs (Environmental, Design, Inspection, Survey, $ 7,200.00 Traffic) TOTAL FUNDS REQUIRED FOR PROJECT 580,130.00 I FUNDS AVAILABLE FOR PROJECT Existing capital improvement project "Sewer Rehabilitation FY 07-08 (SW-250) $80,130.00 TOT AL FUNDS AVAILABLE FOR PROJECT $80,130.00 There is no net impact to the General Fund for the Emergency Sewer repairs as there were sufficient funds in the existing capital improvement project, "Sewer Rehabilitation FY 07-08 (SW-250)", funded by the Sewer Facility Replacement Fund. The remaining available balance in the project will be utilized in subsequent phases of the City's Sewer Rehabilitation Program. At completion, the improvements require only routine City maintenance, which is funded from the Sewer Service Revenue Fund. ATTACHMENTS 1 - Informational Item dated May 20, 2008 2 - Change Order No.1 Prepared by: Paten San Pedro, Sr. Engineering Technician, Engineering Dept. J:IGeneral ServiceslGS AdminisrrarionlCouncil AgendalSW250C Emergency k!anhole RepairslSW250C AI 13 Emergency Repair.rev.rnl.doc 3-4 ~w~ --:-~- _...--.0 ATIACHMEi'JT I Cll'I OF CHUL&. VISTA Engineering & General Services Department Informational Item May 20, 2008 File: SW-250 TO: The Honorable Mayor and City Council VL~: David R. Garcia, City Manager Scott Tulloch, Assistant City Manager Sr Jack Griffin, Director of Engineering an. d Q?neral Services \.. / Dave Byers, Director of Public Works/rJ \jO {,::7 . FROM: SUBJECT: Emergency Manhole Repair (SW -250) As part of the ongoing program to rehabilitate the sewer system throughout the City, a priority list was developed to guide the City's sewer rehabilitation effort. On May 15, 2008 Public Works staff informed Engineering and General Services staff that four manholes are severely deteriorated and in need of immediate repair. Staff was asked to prepare an informal contract to repair the four se';v-er manholes located along Hume Parkway, bel\veen Otay Lakes Road and King Creek 'Nay. The following condition assessments were prepared by Public Works staff: . Manhole Number 1653: sewer manhole cones and shafts are corroded and chun.i(s of concrete are falling to the bottom of the manhole; manhole base and charmel are deteriorated. No strength remains on existing sewer manhole wall. . Manhole Number 1781: sewer manhole cones and shafts are corroded; manhole base and channel are deteriorating and collapsing. . Manhole Nmnber 1927: sewer manhole cones and shafts are corroded and chunks of concrete are falling to the bottom of the manhole; manhole base and channel show some signs of deteriorating and some signs of corrosion. . Manhole Number 2022: sewer manhole cones and shafts show signs of corrosion. Based on the current assessment of these sewer facilities, City staff concluded that the four manholes are severely damaged and require immediate repair. If the manholes are not immediately repaired, failure of the manholes could lead to the undermining of the roadway and potentia! risk to public safety and/or damage to public or private property. 3-5 Honorable Mayor & City Council Page -2- May 20, 2008 Therefore, the Engineering and General Services Department, along with the Public Works Department, believes that it is important to complete these repairs immediately by using an informal bidding process and issuing an emergency repair contract. Staff intends to enter into an emergency repair contract in accordance with the emergency provision of Section 1009 of the City Charter; based upon the potential urgent necessity for the preservation of life, health and property. City staff will solicit three or more bids from responsible contractors that have worked previously on City of Chula Vista contracts. Upon receipt of the contract bid documents, staff will proceed with repairs using the lowest bidder. The preliminary estimated cost for this repair is approximately 545,000 to 555,000. This estimate includes construction a.,'1d City staff cost. Staff will be using a portion of the Sewer Facilitv Replacement funds available in Canital Improvement Proiect No. SW-250 to perform this emergency work. Staff will return to Council with a full report in June 2008 after the repairs have been completed. ivl:\Generai Services\Design\SW-2.50\SW-250 fNFO ITD.l FOR THE3~tl:(GENCY MANHOLE REPLACE:VIBH finaJ.dcc ~If? ~ - -- - - -':;"'"0:;,... - -- ATTA.CHMEm 2/ CITY OF CHUlA VISTA DEPARTMENT OF PUBllC WORKS OPERATIONS June 10, 2008 SW250C CHANGE ORDER NO.1 CONTRACT: EMERGENCY MANHOLE REPAIR ON HUNTE PARKWAY CONTRACTOR: MJC CONSTRUCTION The following changes shall be made to the above referenced contract between the CITY OF CHULA VISTA and MJC CONSTRUCTION (Contractor): Add: Adjust to eXisting street grade three (3) sewer manholes located within the eastbound lanes of Otay Lakes Road between Fenton Street and Hunte Parkway Additional items added by Wastewater Collections Manager Dave McRoberts Bid Itenn Decription Qty I Unit Cost Extended Cost 3 Public Safetv -Traffic Controls 1 I LS $ 500.00 4 Remove manhole frame and cover 3 I LS $ 6,130.00 I I Total $ 6,630.00 Bid item 4 shall include the removal and disposal of the existing manhole components, asphalt concrete pavement and backfill with sand/cement slurry, and the resioration or the structural street section. Total Contract Change Order #1 Cost = ($6,630.00) The adjustment or contract time for this change order wili add:.IThree (3) working days. ORIGINAL CONTRACT PRICE: PREVIOUS CHANGE ORDERS: NET COST THIS CHANGE ORDER # 1: REVISED TOTAL CONTPJ\CT PRICE: $ 66,300.00 $ S (6.630.00) $ 72,930.00 The agreed upon lump sum prices include all costs for furnishing all tools, labor, materials, equipment, Incidental costs, profit and fees for performing the work in this contract change and no additional compensation will be due. It is agreed by the undersigned that this work shall be performed and materials furnished in accordance wilh the original contract, Green Book specifications, newly provided plans and specifications, and applicable standard drawings. ( ~ t?!tln' ORDERED BY Jim Biasi Senior Civil Engineer ~~~. Principal Civil Engineer Engineering -r ~,...,. e-s:l g..cr,:cc.s ~ ~ Matt Little Assistant Director of PW 1 BOO Maxwell Rd. Chula Vista, CA 91911 Phone (619) 397-6000 ~\Ie., PRIDE AT WORK www.chulavista.gov ~ POI1.C~n,um'" it=rc:I~ PJp'" 3-7 RESOLUTION NO. 2008- RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA DEEMING THE EMERGENCY REPAIR OF MANHOLES LOCATED ALONG HUNTE PARKWAY BETWEEN OT A Y LAKES ROAD At,ID KING CREEK WAY TO BE OF URGENT NECESSITY FOR THE PRESERVATION OF UFE, HEALTH OR PROPERTY, ACCEPTING THE FINAL REPORT OF EXPENDITURES FOR THE "EMERGENCY MANHOLE REPAIRS rN THE EASTERt'i PART OF CHULA VISTA" AND RATIFYING THE ACTION OF THE CITY MANAGER AND DIRECTOR OF ENGINEERING IN ISSUING Al'\iTI EXECUTrNG A CONTRACT FOR THESE EMERGENCY REPAIRS WITH MJC CONSTRUCTlON WHEREAS, on May IS, 2008, Public Works staff informed Engineering staff that four manholes located along Hunte Parkway between Otay Lakes Road and King Creek Way were severely deteriorated and in need of immediate repair; and WHEREAS, the conditions of the manholes included corroded cones and shafts, concrete falling to the bottom of the manhole, manhole bases and channels collapsing, and no strength existing on sewer manhole walls; and WHEREAS, staff prepared an informal contract to, repair these four sewer manholes and solicited six contractors to perform the repairs; and ,I WHEREAS, four contractors responded with submittals for the reqllired work and on ivlay 21, 2008, the Director of Engineering opened the sealed bids; and WHEREAS, the bid sllbmitted by MJC Constmction was the lowest bid but was above the Engineer's estimaIe of $55,000 by $11,300, or approximately 17%; and WHEREAS, because staff has worked with MJC Construction in the past and their work has been detem1ined to be satisfactory, staff awarded the contract to MJC Constmction to begin the Emergency Manhole Repairs; and WHEREAS, while the repair work was being done, Public Works staff alerted Engineering staffehat three manhole covers within the area needed grade adjustments; and WHEREAS, the contingency fund was available to pay for the change order to perfolm the necessary work to adjust these three manholes to grade: and WHEREAS, MJC Construction agreed to perfom1 additional work at a cost savings (0 the City: and WHEREAS, MJC Construction has now completed all required work to the satisfaction of staff 3-8 NOW, THEREFORE, BE !T RESOLVED by the City Council of the City of Chula Vista as follows: 1 That it deems the emergency repair of manholes located along Hunte Parkway between Gtay Lakes Road and King Creek Way to be of urgent necessity for tile preservation of life, health or property. 7 That it accepts the final report of expendihlres for the "Emergency Manhole Repairs in the Eastern Par1 of Chula Vista" and ratifies the action of the City Manager and Director of Engineering in issuing and executing a contract for these emergency repairs with MJC Construction. Presented by Approved as to fOlm by R A Hopkins Director of Engineering A ,,~J!(~ d/G~r'~ Bart Miesfeld interim City Attomey 3-9 CITY COUNCIL AGENDA STATEMENT ~\~ CITY OF ~ (HULA VISTA ITEM TITLE: SUBMITTED BY: REVIEWED BY: SUMMARY 7/22/08, Item~ RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA ACCEPTING BIDS At'ill AWARDING A CONTRACT FOR THE INST ALLA TION OF THE LOMA VERDE POOL SOLAR PANEL SYSTEM TO AQUATIC RESOURCES INC. IN THE A.MOUNT OF :579,500 At,,]) AUTHORIZING STAFF TO PURCR<\SE SOLAR PAt""ELS AND RELATED E MENT FROM AQUATIC RESOURCES INC. FOR $34,049 DIRECTOROFENGINEERWG DIRECTOR OF RECREATION ~ DIRECTOR OF CONSE V ATI9N IRONMENT AL SERVICES ~"' CITY MANAGER ~ J ASSISTANT CITY TANAGER ~f 4/5THS VOTE: YES 0 NO ~ ,I The pool solar panel arrays at the Lorna Verde Recreation Center have exceeded their useful life and are in need of replacement. This resolution will award installation of the pool solar hot water system to Aquatic Resources, Inc. and authorize staff to purchase related panels and equipment. Funds for this project are available in Capital Improvement Project GG202 and eligible for reimbursement from the California Energy Commission (CEC) Loan Program. ENVIRONMENTAL REVIEW The Environmental Review Coordinator has reviewed the proposed activity for compliance with the California Environmental Quality Act (CEQA) and has determined that there is no possibility that the activity may have a significant effect on the environment because it involves only replacement of a heater that is enclosed entirely within the existing pool equipment room; therefore, pursuant to Section 15061(b)(3) of the State CEQA Guidelines the activity is not subject to CEQA. Thus, no environmental review is necessary. RECOMMENDATION Council adopt the resolution. . 4-1 7/22/08, Item !. Page 2 of 4 DISCUSSION The Lorna Verde solar panel array went into service on October 20,1980. The first panels were replaced in March 1995, since then staff has been replacing from 2 to 3 panels every couple of years as they have become inoperative. A solar panel array assessment was completed in 2007, the results were that 4 panels were worn beyond use and/or repair and were completely removed. Eleven panels are at the end of their useful life and 50% of the panels are showing signs of deterioration and corrosion, with their flow-balancing valves frozen and inoperable. Typically the life of these systems is approximately 20 years before replacement is warranted. Because of good water chemistry management and a good maintenance program the life of this system was extended about 6 years before the wear and age started to reduce the systems efficiency to the point necessitating replacement of the entire system. An earlier energy project at Lorna Verde, which provided for the heater replacement was previously approved by Council on June 17, 2008. This was part of a comprehensive energy project which includes the heater, solar arrays and pool. cover. StatY is recommending the replacement of the pool solar arrays at Lorna Verde. Bid documents were prepared for installation only. There were provisions in the specifications that provided instructions that the City would provide the solar panels. Bid Process Bid documents soliciting bids for the installation of the Lorna Verde Pool Solar panel system were prepared and advertised by staff. The Director of Engineering received one formal bid for , the "Lorna Verde Pool Solar Panel Replacement, 1420 Lorna Lane, in the City of Chula Vista, California (CIP No. GG202C)" project on May 15, 2008. Aquatic Resources Inc. of San Diego, California submitted a bid of $79,500. The formal bid process authorizes the City to award a contract to a responsible bidder even if only one bid is received. All stipulations within the bid package submitted by Aquatic Resources Inc. conform to the City's requirements. Thus, Aquatic Resources Inc. of San Diego was declared responsive and cleared to perform the necessary work. Aquatic Resources Inc.'s license number is 882232 and is clear and current. Wage Statement The source of funding for this project is the CEC loan. Contractors bidding this project are required to pay prevailing wages to persons employed by them for the work under this project. Disadvantaged businesses were encouraged to bid through the sending of the Notice to Contractors to various trade publications. Disclosure Statement Attachment 1 is a copy of the Contractor's Disclosure Statement. Purchase of Equioment Based on staff s experience with previous repairs to the solar panel system, it was determined to utilize the informal bid process for the purchase of the replacement panels. This procurement method ensures better control over the selection of the cost and type of solar panel to be installed. Utilizing the City's Purchasing Guidelines for equipment purchases between $10,000 4-2 7/22/08, ItemL Page 3 of 4 and $100,000 three informal quotations are required whereby staff obtained four quotes from various companies. They are as follows: VENDOR SOLAR PANEL A1VIOUNT Aquatic Resources Inc. - San Diego, CA $34,049.00 Radford Industries, Inc. - Santa Maria, CA $46,899.22 illvli\ Solar - Altamonte Springs, FL $51,350.00 SunEarth, Inc. - Fontana, CA $84,530.00 Staff is recommending authorization to purchase the solar panels and related equipment from the lowest quote provided by Aquatic Resources, Inc. for $34,049. This is the same contractor selected under the formal bid process to complete the installation at Lorna Verde. Summary This capital improvement project is part of a City\vide effort to promote renewable energy at municipal sites and lower citywide greenhouse gas or "carbon" emissions. The SDG&E partnership program has provided financial support for evaluation, identification and coordination of various facility energy retrofit projects. These capital project costs are approved and eligible for the CEC Loan Program approved by Council in April 2008. The CEC loans are designed to provide local agencies with capita!" funding to install renewable energy systems and are repaid through the resulting energy savings. Once the loan debt is repaid, the City would capture the net savings on its annual energy costs. The projected anIlllal project energy savings is $10, 606. , J This project is also eligible for a SDG&E energy rebate in the amount of $8,848 and a recycling recovery cost of$IO,OOO reducing the overall cost of the project. DECISION MAKER CONFLICT Staff has reviewed the property holdings of the City Council and has found no property holdings within 500 feet ofthe boundaries of the property, which is the subject of this action. FISCAL IMPACT There is no impact to the General Fund. The contract amount and costs for implementing the renewable energy improvement project will be paid through the CEC Energy Efficiency Loan - Phase I (GG202) capital improvement project (CIF) which was approved by City Council on April 1, 2008. The expenses for "Lorna Verde Pool Solar Panel Replacement, 1420 Lorna Lane, in the City of Chula Vista, California (CIF No. GG202C)" project is as follows: 4-3 i 7/22/08, Item I! Page 4 of 4 FUNDS REQUIRED FOR PROJECT A. Contract Amount $ 79,500 B. Equipment Purchase: Solar Panels 34,049 C. Contingencies (10% of contact amount) 7,950 Subtotal (not including rebate and recovery cost) 121,499 D. Less SDG&E Rebate (8,848) E. Less Recycling Recovery Cost (10,000) PROJECT TOTAL $102,651 I FUNDS A V AILABLE FOR PROJECT A. Existing CIF, GG202 $102,651 TOTAL FUNDS AVAILABLE FOR CONSTRUCTION $102,651 Upon completion of this project, the improvements will require only routine City maintenance services as directed by the Department of Public Works. The CIP's expenditures are reimbursed through the CEC loan program, which uses the project's resulting energy savings estimated at $10,607 annually to repay the loan debt resulting in a simple payback period of 9 years. The City is also eligible for an energy efficiency rebate incentive 01'$ 8,848 from SDG&E and a recycling recovery cost of$10,000. , , In addition, as mentioned above, staff costs for the work involved with "Loma Verde Pool Solar Panel Replacement, 1420 Loma Lane, in the City of Chula Vista, California (CII' No. GG202C)" project is eligible for reimbursement from the SDG&E Partnership Program. ATTACHMENTS 1 - Aquatic Resources Inc.'s Disclosure Statement 2 - Quote for new solar panels Prepared by: Gordon Day, Building Project !v[anager, Engineering Department ,,[:IGeneral ServiceslGS AdministrationlCol,"cil AgendaIGG202C\GG202C Solar Panel Replace A[ 13 FlNAL2.doc 4-4 ATTA.cHMENT I City of Chula Vista Disclosure Statement Pursuant to Council Policy 101-01, prior to any action upon matters that will require discretionary action by the Council, Planning CorrurJssion and all other official bodies of the City, a statement of disclosure of certain o\\lnership or financial interests, paym.ents, or campaign contributions for a City of Chula Vista election must be filed. Tne following information must be disclosed: 1. List the names of all persons having a financial interest in the property that is the subject of the application or the contract~ e.g., Dv"ner, applicant, contractor, subcontractor, material supplier. K/ If rJ{. , 2. If any person' identified pursuant to (1) above is a corporation or partnership, list the names of all individuals with a $2000 investment in the business (carporationlpa.~ership) entity. 11/(1 f/ d:- 3. If any person* identified pursuant to (1) above is a non-profit organization or 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. ./ NDtllf; d Please identify every person, including any agents, employees, consultants, or independent contractors you have assigned to represent you before the City in L.'Us matter. Ndf:,/i , .. Has any person* associated with this contract had any financial dealings with an official** o:Uhe Cil'j ofChula Vista as it relates to Lois contract withb the past 12 months? Yes_ No V No r--e lfYes, briefly describe the nature of the financial interest the official" may have in this contract. 15 C:\Documents and Settings\GordonD\Desktop\LOma Verde\gg202c Solar Panel Replacement.doc 4-5 6. Have you made a contribution of more than $25l}within the past tweive (12) months to a current member of the Chula Vista City Council? No ~Yes _ If yes, which Council member? 7. Have you provided more fhan $340 (or an item of equivalent value) to an official" of fhe City ofChula Vista in the past twelve (12) monfhs? (ThiVncludes being a source of income, money to retire a legal debt, gift, loan, etc.) Yes _ No ~ liYes, which official** and what was fhe namre of item provided? Date: )-(<;-07 ;iJ~, Signature of Contractor/A. licant 1:41<,.1- J::16zUL,.f'7C- PD.,>! or type name of Contractor/Applicant ., * Person is defined as: any individual, firm, co-partnership, joint venture, association, soci.al club, fraternal organization, corporation, estate, trust, receiver, syndicate, any other county, city, municipaiity, district, or ot.~er political subdivision, -or any other group or combination acting as a unit. ** Official includes, but is not limited to: Mayor, Council member, Planning Commissioner, ivlember of a board, commission, or committee of the City, employee, or staff members. 16 C\Documcnts and Settings\GordonD\Desktop\LOma Verde\gg202c Solar Panel Replacement-doc 4-6 z, .AT! ACHMENT AQUATIC RESOURCES INC. 9074 Hatcher Ln_ San Diego, Ca 92126 (858) 610-4673 Fax 271-1265 Lic # 882232 Quotation ~-~-..--_.._--- .. . -----._--. 1'_ DATE._ ' . QUOTE# ~ 7/312008 -r--- 237 _._--~._--_.__. 1'- ----.----..---. CUSTOMER I I L....___.. Ui I Cirt Of Chula Vista Purchasing Oi". 276 Fourth Ave. MS-106 C;1ufa Vista, Ca 91910 Attn. Gorden r-.-----oESCRIPTJON.------- ~ ~:~VlDE 79 4-FT'-SY 8FT -S:Lf'H PAN~~LS TO REP:::~~NG I SY A TEM. . -ciTyn'l'- RP-.TE.----. AMOUNT ! _on 'r-' .-- --- --.-.--'! 79 I 400.00 31.600.00"; , SHIPPING INCLUDED 0.00 Expea 3-4 weeks far delivery once order has been placed. 0.00 31,600.00 ! _::'~~.O~ ! : SubiotaJ -~~;' . _._ _ 34.049.00.1 !_-- 4-7 RESOLUTION 2008- RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA ACCEPTING BIDS AND A WARDING A CONTRl-\CT FOR THE INSTALLATION OF THE LOwL<-I. VERDE POOL SOLAR PA1'\[EL SYSTEM TO AQUATIC RESOURCES INC. IN THE A1VfOUNT OF $79,500 ANTI AUTHORIZING STAFF TO PURCHASE SOLAR PA..!"\fELS AND RELATED EQUIPMENT FROM AQUATIC RESOURCES INC. FOR $34,049 WHEREAS, the Loma Verde Pool solar panel array went into service on October 20, 1980; and WHEREAS, the tlrst panels were replaced in March 1995, and since then staff has been replacing from two to three panels every couple of years as they have become inoperative; and WHEREAS, a solar panel array assessment was completed in 2007 and the results were that four panels were worn beyond use and/or repair and were completely removed, eleven panels are at the end of their usetullife, and 50% of the panels are showing signs of deterioration and corrosion, with their flow-balancing valves frozen and inoperable; and WHEREAS, staff is recommending the replacement of the pool solar arrays at Loma . , Verde; and ' WHEREAS, staff obtained four quotes for the purchase of the replacement panels and related equipment, utilizing the City's the informal bid process; and WHEREAS, the lowest quote was provided by Aquatic Resources Inc. for $34,049; and WHEREAS, bid documents soliciting bids for the installation of the Lorna Verde Pool so lar panel system were prepared and advertised by staff; and WHEREAS, on May 15,2008, the Director of Engineering received one formal bid from Aquatic Resources Inc. in the amount of $79,500; and WHEREAS, all stipulations within the bid package submitted by Aquatic Resources Inc. conform to the City's requirements; and WHEREAS, staff recommends accepting bids and awarding the contract for installation of the Loma Verde Pool solar panel system to Aquatics Resources, Inc. in the amount of $79,500 and authorizing staff to purchase solar panels and related equipment from Aquatic Resources, Inc. for $34,049. 4-8 NOW, THEREFORE BE IT RESOLVED by the City Council of the City of Chula Vista tbat it accepts bids and awards the contract for tbe installation of the Lorna Verde Pool solar panel system to Aquatic Resources Inc. in the amount of $79,500 and authorizes staff to purchase solar panels and related equipment from Aquatic Resources Inc. for $34,049. Presented by Approved as to form by R. A. Hopkins Director of Engineering ~~~ tL Bart Miesfeld Interim City Attorney / ~-zs t-~ tI 4-9 CITY COUNCIL AGENDA STATEMENT ~ ('f:.. Cln' OF ~CHULA VISTA :- 7/22/08, Item~ ITEM TITLE: SUBMITTED BY: REVIEWED BY: SUlVIMARY A Pedestrian Master Plan will identify and prioritize pedestrian improvement projects based on technical analysis and community input, thereby promoting orderly implementation on a citywide basis and enhancing the City's ability to secure funding for these projects. Based on the results of an interview process and evaluation criteria, it is recommended that an agreement be approved with AHa Planning + Design for development of a Pedestrian Master Plan. 4/STHS VOTE: YES 0 NO I3l I ENVIRONMENTAL REVIEW The Environmental Review Coordinator has reviewed the proposed project for compliance with the California Environmental Quality Act (CEQA) and has determined that the project qualifies for a Class 6 categorical exemption pursuant to Section 15306 (Information Collection) of the State CEQA Guidelines. Thus, no further environmental review is necessary. RECOMMENDATION Council adopt the resolution. BOARDS/COMMISSION RECOMMENDATION Not applicable. DISCUSSION In order to use the region's transportation funding most effectively, the San Diego Association of Governments (SAl'lDAG) recommends, and in the future will require, that each local agency in 5-1 7/22/08, Item 5 Page 2 of 3 the region have a Pedestrian Master Plan in order to compete for and receive funding for pedestrian projects. A Pedestrian Master Plan will also strengthen the City's projectjustrncation in applying for State and Federal funding (such as Safe Routes to Schools) for pedestrian improvements. Agencies may apply for funding to develop their Pedestrian Master Plans through SAl"iDAG's annual TDAlTransNet Claim cycle for pedestrian and bicycle project funding. On May 11, 2005, SA1"iDAG awarded the City a $150,000 Transportation Development Act (TDA) grant for the development of a Citywide Pedestrian Master Plan. A Request for Proposals (RFP) to develop a Pedestrian Master Plan was circulated with the following given as major tasks: . Identifying stakeholders and developing a public involvement plan . Identifying existing pedestrian needs and conditions within the City . Developing options tor addressing concerns identified by project stakeholders and the public . Developing pedestrian design guidelines and standards, including accessibility recommendations, that meet or exceed SAl"iDAG guidelines . Coordinating recommendations with other City planning documents and the City's Walking Audit effort funded by a Safe Routes to School grant . Providing a quarter-mile radius plan for elementary school routes within City limits . Recommending zoning ordinance changes . Recommending future Capital Improvement Projects. This includes developing a method of prioritizing projects, recommending funding sources and strategies and developing a proposed timetable. . Finalizing the Pedestrian Master Plan for presentatipn to City leaders and the public The consultant selection process was conducted in accordance with Section 2.56.110 of the Chula Vista Municipal Code. It was determined that this work should be performed by a consultant as City staff does not have the specialized experience in preparing a pedestrian plan. A mandatory pre-submittal conference was held in January 2008. City staff received proposals from five of the firms who attended the conference. Since all five firms met the qualifications stated in the RFP, they were all invited to the interview process. The interviews were held between February 18 and 22, 2008. The results of the interview process are as follows: .... ;,pjj\m .' Alta Planning + Design, La Jolla, CA KTU+A, San Diego, CA Stantec, San Diego, CA Rick Engineering, San Diego, CA Glatting Jackson Kercher Analin, Orlando, FL '.FinaIiRaiik< .<o,Combined-Rahk'.., 1 3 ,:.CostPro oilal.:. $170,561 2 3 4 6 11 12 $149,870 $293,458 $221,100 5 13 $149,065 The interview panel unanimously agreed that Alta Planning + Design (Alta) should be ranked as the number one firm. Alta has extensive local experience in the preparation of bicycle and pedestrian master plans. The key staff members proposed for the Chu1a Vista project are all very well qualified. Their presentation demonstrated that they are already familiar with pedestrian 5-2 7/22/08, Item .E7 Page 3 of 3 issues iTI Chula Vista. They had the best presentation on the public participation element, and they demonstrated that they have been successful in encouraging public participation of bilingual communities. During negotiations, staff discussed the proposed list of tasks to be performed as a part of the contract, as well as the proposed cost estimate. The Consultant and staff agreed that the cost could be reduced to $152,002 without reducing the quality of the Plan. This fee includes a presentation to Council, which was originally included as an optional item with an additional cost in the RFP. Although no additional work is anticipated on the development of the Plan at this time, staff would like the flexibility to amend the agreement to add specific tasks to the scope of work if necessary. Staff therefore requests that the City Manager be authorized to execute an amendment to the Agreement to add specific tasks to the scope of work for an amount not exceeding $50,000, if necessary. DECISION i'HKER CONFLICT Staff has reviewed the property holdings of the City Council Members and has determined that the effect of the decision contemplated by this action on the public officials' interest in real property also affects ten percent or more of all property owners in the public officials' jurisdiction or 5,000 property owners in the jurisdiCtion of the officials' agency in substantially the same manner. Therefore, pursuant to California Code of Regulations sections 18707 and 18707.1, the Public Generally Exception applies. FISCAL IlVIPACT Approval of this agreement will not impact the General Fund. Funding for this project has been included in the Capital Improvement Program under STL-323. This includes $150,000 in a TDA grant and $61,000 in Transnet funds. Staff intends to apply for an additional IDA grant in the future to cover the funds being advanced from I ransne!. ATTACHMENTS None. Prepared by: Elizabeth Chopp, Senior Civil Engineer, Engineering Department J:\ENGINEERIAGENDAICAS2008107-15-081A113 PEDESTRIAN MASTER PLAN. DOC 5-3 RESOLUTION NO. 2008- RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA APPROVING AN AGREEMENT BETWEEN THE CITY OF CHULA VISTA AND ALTA PLANNING + DESIGN FOR THE DEVELOPMENT OF A PEDESTRlAL'l MASTER PLAN FOR A TOTAL COST OF 5152,002 Al'lD AUTHORIZING THE CITY MA.NAGER TO EXECUTE ,A..J.'\I ,A..J.VlENDMENT TO THE AGREEMENT TO ADD SPECIFIC TASKS TO THE SCOPE OF WORK FOR "A..J.'l AMOUNT NOT TO EXCEED 550,000 WHEREAS, on May 11, 2005 the San Diego Association of Governments (SANDAG) awarded the City a 5150,000 Transportation Development Act (TDA) grant for the preparation of a Pedestrian Master Plan; and WHEREAS, staff issued a Request for Proposals for a Consultant to assist the City in developing a Pedestrian Master Plan; and WHEREAS, Alta Planning -+- Design was unanimously selected by the interview panel as the most qualified linn to develop the Plan; and WHEREAS, staff has negotiated an agreement with Alta Planning + Design for the development of a Pedesrrian Master Plan for a total costofS 152,002; and WHEREAS, City Council approved a total of 5210,000 in the 2008-09 Capital Improvement Program under STL-323. including the 5150,000 TDA grant and 56l,000 in Transnet funds to cover the cost of developing the Plan; and WHEREAS, although no additional work Is anticipated on the development of the Plan at this time, staff would like the flexibility to amend the Agreement to add specific tasks to the scope 0 f work i I' necessary; and WHEREAS, staff is requesting that City Council authorize the City Manager to execute an amendment to the Agreement to add specific tasks to the scope of work for an amount not exceeding S50,000, if necessary. NOW, THEREFORE, BE IT RESOLVED by the City Council of the City ofChula Vista as follows: I. That it approves an agreement between the City of Chula Vista and Alta Planning -+- Design for the development of a Pedestrian Master Plan for a total cost of $152,002. 2. That it authorizes the City Manager to execute an amendment to the Agreement to add speci fie tasks to the scope of work for an amoLlnt not to exceed $50,000 if necessary. 5-4 Presentee! by Approved as to form by R.A. Hopkins Director of Engineering '--r:)~",,- /L ~~ (h,- Bart Miesfeld Interim City Attorney 5-5 THE ATTACHED AGREEJ\1ENT HAS BEEN REVIEWED AND APPROVED AS TO FORM BY THE CITY A TTOR..NEY'S OFFICE AND WILL BE FORlYlALL Y SIGNED UPON APPROVAL BY THE CITY COUNCIL ,,---!_jL.~, .(~ 0~ Bart C. Miesfeld {; Interim City Attorney Dated: 1//0 h y , I Agreement between City ofChula and Alta Planning + Design for Developing a Pedestrian Master Plan .1 5-6 Parties and Recital Page(s) Agreement between City of Chula Vista and Alta Planning + Design for Developing a Pedestrian Master Plan This agreement ("Agreement"), dated for the purposes of reference only, and effective as of the date last executed unless another date is otherwise specified in Exhibit A, Paragraph 1, is between the City-related entity as is indicated on Exhibit A, Paragraph 2, as such ("City"), whose business form is set forth on Exhibit A, Paragraph 3, and the entity indicated on the attached Exhibit A, Paragraph 4, as Consultant, whose business form is set forth on Exhibit A, Paragraph 5, and whose place of business and telephone numbers are set forth on Exhibit A, Paragraph 6 ("Consultant"), and is made with reference to the following facts: Recitals Whereas, the City requires that a consulting tirm develop a Pedestrian Master Plan (Plan). The purpose of the Plan is to guide the way the City plans and implements pedestrian improvements; and, Whereas, the Consultant selection process has been co~ducted in accordance with Section 2.56.110 of the Chula vista Municipal Code. The selection panel has determined that Consultant is the firm best qualified to undertake the services described in the Agreement; and, Whereas, Consultant warrants and represents that they are experienced and staffed in a manner such that they are and can prepare and deliver the services required of Consultant to City within the time frames herein provided all in accordance with the terms and conditions of this Agreement; (End of Recitals. Next Page starts Obligatory Provisions.) 5-7 Page 1 Obligatory Provisions Pages NOW, THEREFORE, BE IT RESOLVED that the City and Consultant do hereby mutually agree as follows: 1. Consultant's Duties A. General Duties Consultant shall perform all of the services described on the attached Exhibit A, Paragraph 7, entitled "General Duties"; and, B. Scope of Work and Schedule In the process of performing and delivering said "General Duties", Consultant shall also perform all of the services described in Exhibit A, Paragraph 8, entitled "Scope of Work and Schedule", not inconsistent with the General Duties, according to, and within the time frames set forth in Exhibit A, Paragraph 8, and deliver to City such Deliverables as are identified in Exhibit A, Paragraph 8, within the time frames set forth therein, time being of the essence of this agreement. The General Duties and the work and deliverables required in the Scope of Work and Schedule shall be herein referred to as the "Defined Services". Failure to complete the Defined Services by the times indicated does not, except at the option of the City, operate to terminate this Agreement. C. Reductions in Scope of Work City may independently, or upon request from Consultant, from time to time reduce the Defined Services to be performed by the Consultant under this Agreement. Upon doing so, City and Consultant agree to meet in good faith and confer for the purpose of negotiating a corresponding reduction in the compensation associated with said reduction. D. Additional Services In addition to performing the Defined Services herein set forth, City may require Consultant to perform additional consulting services related to the Defined Services (" Additional Services"), and upon doing so in writing, if they are within the scope of services offered by Consultant, Consultant shall perform same on a time and materials basis at the rates set forth in the "Rate Schedule" in Exhibit A, Paragraph IO(C), unless a separate fixed fee is otherwise agreed upon. All compensation for Additional Services shall be paid monthly as billed. E. Standard of Care Consultant, in performing any Services under this agreement, whether Defined Services or Additional Services, shall perform in a manner consistent with that level of care and skill ordinarily exercised by members of the pro fession currently practicing under similar conditions and in similar locations. 5-8 Page 2 F. Insurance Consultant must procure insurance against claims for injuries to persons or damages to property that may arise from or in connection with the performance of the work under the contract and the results of that work by the Consultant, his agents, representatives, employees or subcontractors and provide documentation of same prior to commencement of work. The insurance must be maintained for the duration of the contract. Minimum Scope of Insurance Coverage must be at least as broad as: (l) Insurance Services Office Commercial General Liability coverage (occurrence Form CGOOOl). (2) Insurance Services Office Form Number CA 0001 covering Automobile Liability, Code 1 (any auto). (3) Workers' Compensation insurance as required by the State of Cali fomi a and Employer's Liability Insurance. (4) Professional Liability or Errors & Omissions Liability insurance appropriate to the Consultant's profession. Architects' and Engineers' coverage is to be endorsed to include contractual liability. Minimum Limits of Insurance J J Contractor must maintain limits no less than: 1. General Liability: (Including operations, products and completed operations, as applicable) 2. Automobile Liability: 3. Workers' Compensation Employer's Liability: 4. Professional Liability or Errors & Omissions Liability: $1,000,000 per occurrence for bodily injury, personal injury and property damage. If Commercial General Liability insurance with a general aggregate limit is used, either the general aggregate limit must apply separately to this project/location or the general aggregate limit must be hvice the required occurrence limit. $1,000,000 per accident for bodily injury and property damage. Statutory $1,000,000 each accident $1,000,000 disease-policy limit $1,000,000 disease-each employee $1,000,000 each occurrence Deductibles and Self-Insured Retentions 5-9 Page 3 Any deductibles or self-insured retentions must be declared to and approved by the City. At the option of the City, either the insurer will reduce or eliminate such deductibles or self-insured retentions as they pertain to the City, its officers, officials, employees and volunteers; or the Consultant will provide a financial guarantee satisfactory to the City guaranteeing payment of losses and related investigations, claim administration, and defense expenses. Other Insurance Provisions The general liability, automobile liability, and where appropriate, the worker's compensation policies are to contain, or be endorsed to contain, the following provisions: (I) The City of Chula Vista, its officers, officials, employees, agents, and volunteers are to be named as additional insureds with respect to liability arising out of automobiles owned, leased, hired or borrowed by or on behalf of the Consultant, where applicable, and, with respect to liability arising out of work or operations performed by or on behalf of the Consultant, including providing materials, parts or equipment furnished in connection with such work or operations. The general liability additional insured coverage must be provided in the form of an endorsement to the contractor's insurance using ISO CG 2010 (1l/85) or its equivalent. Specifically, the endorsement must not exclude Products/Completed Operations coverage. (2) The Consultant's General Liability insurance coverage must be primary insurance as it pertains to the City, its officers, officials, employees, agents, and volunteers. iilly insurance or self-insurance maintained by theOity, its officers, officials, employees, or volunteers is wholly separate from the insurance ofthe contractor and in no way relieves the contractor from its responsibility to provide insurance. (3) The insurance policy required by this clause must be endorsed to state that coverage will not be canceled by either party, except after thirty (30) days' prior written notice to the City by certified mail, return receipt requested. (4) Coverage shall not extend to any indemnity coverage for the active negligence of the additional insured in any case where an agreement to indemnify the additional insured would be invalid under Subdivision (b) of Section 2782 of the Civil Code. (5) Consultant's insurer will provide a Waiver of Subrogation in favor of the City for each required policy providing coverage during the life of this contract. If General Liability, Pollution and/or Asbestos Pollution Liability and/or Errors & Omissions coverage are written on a claims-made form: (1) The "Retro Date" must be shown, and must be before the date of the contract or the beginning of the contract work. (2) Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of the contract work. 5-10 Page 4 (3) If coverage is canceled or non-renewed, and not replaced with another claims-made policy form with a "Retro Date" prior to the contract effective date, the Consultant must purchase "extended reporting" coverage for a minimum of five (5) years after completion of contract work. (4) A copy of the claims reporting requirements must be submitted to the City for review. Acceptability of Insurers Insurance is to be placed with licensed insurers admitted to transact business in the State of California with a current A.M. Best's rating of no less than A V. Ifinsurance is placed with a surplus lines insurer, insurer must be listed on the State of California List of Eligible Surplus Lines Insurers ("LESLI") with a current A.M. Best's rating of no less than A X. Exception may be made for the State Compensation Fund when not specifically rated. Verification of Coverage Consultant shall furnish the City with original certificates and amendatory endorsements effecting coverage required by this clause. The endorsements should be on insurance industry forms, provided those endorsements or policies conform to the contract requirements. All certificates and endorsements are to be received and approved by the City before work commences. The City reserves the right to require, at any time, complete, certified copies of all required insurance policies, including endorsements evidencing the coverage required by these specifications. . : . Subcontractors Consultants must include all subconsultants as insureds under its policies or furnish separate certificates and endorsements for each subconsultant. All coverage for subconsultants are subject to all of the requirements included in these specifications. G. Security for Performance (1) Performance Bond In the event that Exhibit A, at Paragraph 18, indicates the need for Consultant to provide a Performance Bond (indicated by a check mark in the parenthetical space immediately preceding the subparagraph entitled "Performance Bond"), then Consultant shall provide to the City a performance bond in the form prescribed by the City and by such sureties which are authorized to transact such business in the State of California, listed as approved by the United States Department of Treasury Circular 570, http://wv/w.tins.treas.gov/c570, and whose underwriting limitation is sufficient to issue bonds in the amount required by the agreement, and which also satisfy the requirements stated in Section 995.660 of the Code of Civil Procedure, except as provided otherwise by laws or regulations. All bonds signed by an agent must be accompanied by a certified copy of such agent's authority to act. Surety companies must be duly licensed or authorized in the jurisdiction in which the Project is located to issue bonds for the 5-11 Page 5 limits so required. Form must be satisfactory to the Risk Manager or City Attorney which amount is indicated in the space adjacent to the term, "Performance Bond", in said Exhibit A, Paragraph 18. (2) Letter of Credit In the event that Exhibit A, at Paragraph 18, indicates the need for Consultant to provide a Letter of Credit (indicated by a check mark in the parenthetical space immediately preceding the subparagraph entitled "Letter of Credit"), then Consultant shall provide to the City an irrevocable letter of credit callable by the City at their unfettered discretion by submitting to the bank a letter, signed by the City Manager, stating that the Consultant is in breach of the terms of this Agreement. The letter of credit shall be issued by a bank, and be in a form and amount satisfactory to the Risk Manager or City Attorney which amount is indicated in the space adjacent to the term, "Letter of Credit", in said Exhibit A, Paragraph 18. (3) Other Security In the event that Exhibit A, at Paragraph 18, indicates the need for Consultant to provide security other than a Performance Bond or a Letter of Credit (indicated by a check mark in the parenthetical space immediately preceding the subparagraph entitled "Other Security"), then Consultant shall provide to the City such other security therein listed in a form and amount satisfactory to the Risk Manager or City Attorney. H. Business License I , Consultant agrees to obtain a business license from the City and to otherwise comply with Title 5 of the Chula Vista Municipal Code. 2. Duties of the City A. Consultation and Cooperation City shall regularly consult the Consultant for the purpose of reviewing the progress of the Defined Services and Schedule therein contained, and to provide direction and guidance to achieve the objectives of this agreement. The City shall permit access to its office facilities, files and records by Consultant throughout the term of the agreement. In addition thereto, City agrees to provide the information, data, items and materials set forth on Exhibit A, Paragraph 9, and with the further understanding that delay in the provision of these materials beyond thirty (30) days after authorization to proceed, shall constitute a basis for the justifiable delay in the Consultant's performance of this agreement. B. Compensation Upon receipt of a properly prepared billing from Consultant submitted to the City periodically as indicated in Exhibit A, Paragraph 17, but in no event more frequently than monthly, on the day of the period indicated in Exhibit A, Paragraph 17, City shall compensate Consultant for all services rendered by Consultant according to the terms and conditions set forth 5-12 Page 6 in Exhibit A, Paragraph 10, adjacent to the governing compensation relationship indicated by a "checkmark" next to the appropriate arrangement, subject to the requirements for retention set forth in Paragraph 18 of Exhibit A, and shall compensate Consultant for out of pocket expenses as provided in Exhibit A, Paragraph 11. All billings submitted by Consultant shall contain sufficient information as to the propriety of the billing to permit the City to evaluate that the amount due and payable thereunder is proper, and shall specifically contain the City's account number indicated on Exhibit A, Paragraph 17(C) to be charged upon making such payment. 3. Administration of Contract Each party designates the individuals ("Contract Administrators") indicated on Exhibit A, Paragraph 12, as said party's contract administrator who is authorized by said party to represent them in the routine administration of this agreement. 4. Term This Agreement shall terminate when the Parties have complied with all executory provisions hereo f. 5. Liquidated Damages The provisions of this section apply if a Liquidated Damages Rate is provided in Exhibit A, . , Paragraph 13. . , It is acknowledged by both parties that time is of the essence in the completion of this Agreement. It is difficult to estimate the amount of damages resulting from delay in performance. The parties have used their judgment to arrive at a reasonable amount to compensate for delay. Failure to complete the Defined Services within the allotted time period specified in this Agreement shall result in the following penalty: For each consecutive calendar day in excess of the time specified for the completion of the respective work assignment or Deliverable, the Consultant shall pay to the City, or have withheld from monies due, the sum of Liquidated Damages Rate provided in Exhibit A, Paragraph 13 ("Liquidated Damages Rate"). Time extensions for delays beyond the Consultant's control, other than delays caused by the Clty, shall be requested in writing to the City's Contract Administrator, or designee, prior to the expiration of the specified time. Extensions of time, when granted, will be based upon the effect of delays to the work and will not be granted for delays to minor portions of work unless it can be shown that such delays did or will delay the progress of the work. 6. Financial Interests of Consultant A. Consultant is Designated as an FPPC Filer 5-13 Page 7 If Consultant is designated on Exhibit A, Paragraph 14, as an "FPPC filer", Consultant is deemed to be a "Consultant" for the purposes of the Political Reform Act conflict of interest and disclosure provisions, and shall report economic interests to the City Clerk on the required Statement of Economic Interests in such reporting categories as are specified in Paragraph 14 of Exhibit A, or if none are specified, then as determined by the City Attorney. B. Decline to Participate Regardless of whether Consultant is designated as an FPPC Filer, Consultant shall not make, or participate in making or in any way attempt to use Consultant's position to influence a governmental decision in which Consultant knows or has reason to know Consultant has a financial interest other than the compensation promised by this Agreement. C. Search to Determine Economic Interests Regardless of whether Consultant is designated as an FPPC Filer, Consultant warrants and represents that Consultant has diligently conducted a search and inventory of Consultant's economic interests, as the term is used in the regulations promulgated by the Fair Political Practices Commission, and has determined that Consultant does not, to the best of Consultant's knowledge, have an economic interest which would conflict with Consultant's duties under this agreement. D. Promise Not to Acquire Conflicting Interests Regardless of whether Consultant is designated as an FPPC Filer, Consultant further warrants and represents that Consultant will not acquire, obtain, or assume an economic interest during the term of this Agreement which would constitute a conflict of interest as prohibited by the Fair Political Practices Act. E. Duty to Advise of Conflicting Interests Regardless of whether Consultant is designated as an FPPC Filer, Consultant further warrants and represents that Consultant will immediately advise the City Attorney of City if Consultant learns of an economic interest of Consultant's that may result in a conflict of interest for the purpose of the Fair Political Practices Act, and regulations promulgated thereunder. F. Specific Warranties Against Economic Interests Consultant warrants and represents that neither Consultant, nor Consultant's immediate family members, nor Consultant's employees or agents ("Consultant Associates") presently have any interest, directly or indirectly, whatsoever in any property which may be the subject matter of the Defined Services, or in any property within 2 radial miles from the exterior boundaries of any property which may be the subject matter of the Defined Services, ("Prohibited Interest"), other than as listed in Exhibit A, Paragraph 14. Consultant further warrants and represents that no promise of future employment, remuneration, consideration, gratuity or other reward or gain has been made to Consultant or 5-14 Page 8 Consultan1 Associates in connection with Consultant's performance of this Agreement. Consultant promises to advise City of any such promise that may be made during the Term of this Agreement, or for twelve months thereafter. Consultant agrees that Consultant Associates shall not acquire any such Prohibited Interest within the Term ofthis Agreement, or for twelve months after the expiration of this Agreement, except with the written permission of City. Consultant may not conduct or solicit any business for any party to this Agreement, or for any third party that may be in conflict with Consultant's responsibilities under this Agreement, except with the written permission of City. 7. Hold Harmless Consultant shall defend, indemnify, protect and hold harmless the City, its elected and appointed officers and employees, from and against all claims for damages, liability, cost and expense (including without limitation attorneys fees) arising out of or alleged by third parties to be the result of the negligent acts, errors or omissions or the willful misconduct of the Consultant, and Consultant's employees, subcontractors or other persons, agencies or firms for whom Consultant is legally responsible in connection with the execution of the work covered by this Agreement, except only for those claims, damages, liabiIlty, costs and expenses (including without limitations, attorneys fees) arising from the sole negligence or sole willful misconduct of the City, its officers, employees. Also covered is liability arising from, connected with, caused by or claimed to be caused by the active or passive negligent acts or omissions of the City, its agents, officers, or employees which may be in combinatidn with the active or passive negligent acts or omissions of the Consultant, its employees, agents or officers, or any third party. With respect to losses arising from Consultant's professional errors or omissions, Consultant shall defend, indemnify, protect and hold harmless the City, its elected and appointed officers and employees, from and against all claims for damages, liability, cost and expense (including without limitation attorneys fees) except for those claims arising from the negligence or willful misconduct of City, its officers or employees. Consultant's indemnification shall include any and all costs, expenses, attorneys fees and liability incurred by the City, its officers, agents or employees in defending against such claims, whether the same proceed to judgment or not. Consultant's obligations under this Section shall not be limited by any prior or subsequent declaration by the Consultant. Consultant's obligations under this Section shall survive the termination of this Agreement. For those professionals who are required to be licensed by the state (e.g. architects, landscape architects, surveyors and engineers), the following indemnification provisions should be utilized: (I) Indemnification and Hold Harmless Agreement With respect to any liability, including but not limited to claims asserted or costs, losses, attorney fees, or payments for injury to any person or property caused or claimed to be caused by the acts or omissions of the Consultant, or Consultant's employees, agents, and officers, arising 5-15 Page 9 out of any services performed involving this project, except liability for Professional Services covered under Section 7.2, the Consultant agrees to defend, indemnify, protect, and hold harmless the City, its agents, officers, or employees from and against all liability. Also covered is liability arising from, connected with, caused by, or claimed to be caused by the active or passive negligent acts or omissions of the City, its agents, officers, or employees which may be in combination with the active or passive negligent acts or omissions of the Consultant, its employees, agents or officers, or any third party. -The Consultant's duty to indemnify, protect and hold harmless shall not include any claims or liabilities arising from the sole negligence or sole willful misconduct of the City, its agents, officers or employees. This section in no way alters, affects or modifies the Consultant's obligation and duties under Section Exhibit A to this Agreement. (2) Indemnification for Professional Services. As to the Consultant's professional obligation, work or services involving this Project, the Consultant agrees to indemnify, defend and hold harmless the City, its agents, officers and employees from and against any and all liability, claims, costs, and damages, including but not limited to, attorneys fees, that arise out of, or pertain to, or relate to the negligence, recklessness or willful misconduct of Consultant and its agents in the performance of services under this agreement, but this indemnity does not apply liability for damages for death or bodily injury to persons, injury to property, or other loss, arising from the sole negligence, willful misconduct or defects in design by City or the agents, servants, or independent contractors who are directly responsible to City, or arising from the active negligence of City. 8. Termination of Agreement for Cause If, through any cause, Consultant shall fail to fulfill in a timely and proper manner Consultant's obligations under this Agreement, or if Consultant shall violate any of the covenants, agreements or stipulations of this Agreement, City shall have the right to terminate this Agreement by giving written notice to Consultant of such termination and specifying the effective date thereof at least five (5) days before the effective date of such termination. In that event, all finished or unfinished documents, data, studies, surveys, drawings, maps, reports and other materials prepared by Consultant shall, at the option of the City, become the property of the City, and Consultant shall be entitled to receive just and equitable compensation for any work satisfactorilycompleted on such documents and other materials up to the effective date of Notice of Termination, not to exceed the amounts payable hereunder, and less any damages caused City by Consultant's breach. 9. Errors and Omissions In the event that the City Administrator determines that the Consultants' negligence, errors, or omissions in the performance of work under this Agreement has resulted in expense to City greater than would have resulted if there were no such negligence, errors, omissions, Consultant shall reimburse City for any additional expenses incurred by the City. Nothing herein is intended to limit City's rights under other provisions of this agreement. 10. Termination of Agreement for Convenience of City 5-16 Page 10 City may terminate this Agreement at any time and for any reason, by giving specific written notice to Consultant of such termination and specifying the effective date thereof, at least thirty (30) days before the effective date of such termination. In that event, all finished and unfinished documents and other materials described hereinabove shall, at the option of the City, become City's sole and exclusive property. If the Agreement is terminated by City as provided in this paragraph, Consultant shall be entitled to receive just and equitable compensation for any satisfactory work completed on such documents and other materials to the effective date of such termination. Consultant hereby expressly waives any and all claims for damages or compensation arising under this Agreement except as set forth herein. 11. Assignability The services of Consultant are personal to the City, and Consultant shall not assign any interest in this Agreement, and shall not transfer any interest in the same (whether by assignment or notation), without prior written consent of City. City hereby consents to the assignment of the portions of the Defined Services identified in Exhibit A, Paragraph 16 to the subconsultants identified thereat as "Permitted Subconsultants". 12. Ownership, Publication, Reproduction and Use of Material All reports, studies, information, data, statistics, forms, designs, plans, procedures, systems and any other materials or properties produced under this Agreement shall be the sole and exclusive property of City. No such materials or propertie~'produced in whole or in part under this Agreement shall be subject to private use, copyrights or patent rights by Consultant in the United States or in any other country without the express written consent of City. City shall have unrestricted authority to publish, disclose (except as may be limited by the provisions of the Public Records Act), distribute, and otherwise use, copyright or patent, in whole or in part, any such reports, studies, data, statistics, forms or other materials or properties produced under this Agreement. 13. Independent Contractor City is interested only in the results obtained and Consultant shall perform as an independent contractor with sole control of the manner and means of performing the services required under this Agreement. City maintains the right only to reject or accept Consultant's work products. Consultant and any of the Consultant's agents, employees or representatives are, for all purposes under this Agreement, an independent contractor and shall not be deemed to be an employee of City, and none of them shall be entitled to any benefits to which City employees are entitled including but not limited to, overtime, retirement benefits, worker's compensation benefits, injury leave or other leave benefits. Therefore, City will not withhold state or federal income tax, social security tax or any other payroll tax, and Consultant shall be solely responsible for the payment of same and shall hold the City harmless with regard thereto. 14. Administrative Claims Requirements and Procedures 5-17 Page 11 No suit or arbitration shall be brought arising out of this agreement, against the City unless a claim has first been presented in writing and filed with the City and acted upon by the City in accordance with the procedures set forth in Chapter 1.34 of the Chula Vista Municipal Code, as same may from time to time be amended, the provisions of which are incorporated by this reference as if fully set forth herein, and such policies and procedures used by the City in the implementation of same. Upon request by City, Consultant shall meet and confer in good faith with City for the purpose ofresolving any dispute over the terms of this Agreement. 15. Attorney's Fees Should a dispute arising out ofthis Agreement result in litigation, it is agreed that the prevailing party shall be entitled to a judgment against the other for an amount equal to reasonable attorney's fees and court costs incurred. The "prevailing party" shall be deemed to be the party who is awarded substantially the relief sought. 16. Statement of Costs In the event that Consultant prepares a report or document, or participates in the preparation of Heport or document in performing the Defined Services, Consultant shall include, or cause the inclusion of, in said report or document, a statement of the numbers and cost in dollar amounts of all contracts and subcontracts relating to the preparation of the report or document. 17. Miscellaneous I J A. Consultant not authorized to Represent City Unless specifically authorized in writing by City, Consultant shall have no authority to act as City's agent to bind City to any contractual agreements whatsoever. B. Consultant is Real Estate Broker and/or Salesman If the box on Exhibit A, Paragraph 15 is marked, the Consultant and/or their principals is/are licensed with the State of California or some other state as a licensed real estate broker or salesperson. Otherwise, Consultant represents that neither Consultant, nor their principals are licensed real estate brokers or salespersons. C. Notices All notices, demands or requests provided for or permitted to be given pursuant to this Agreement must be in writing. All notices, demands and requests to be sent to any party shall be deemed to have been properly given or served if personally served or deposited in the United States mail, addressed to such party, postage prepaid, registered or certified, with return receipt requested, at the addresses identified herein as the places ofbusiness for each of the designated parties. 5-18 Page 12 D. Entire Agreement This Agreement, together with any other written document referred to or contemplated herein, embody the entire Agreement and understanding between the parties relating to the subject matter hereof. Neither this Agreement nor any provision hereof may be amended, modified, waived or discharged except by an instrument in writing executed by the party against which enforcement of such amendment, waiver or discharge is sought. E. Capacity of Parties Each signatory and party hereto hereby warrants and represents to the other party that it has legal authority and capacity and direction from its principal to enter into this Agreement, and that all resolutions or other actions have been taken so as to enable it to enter into this Agreement. F. Governing LawNenue This Agreement shall be governed by and construed in accordance with the laws of the State of California. Any action arising under or relating to this Agreement shall be brought only in the federal or state courts located in San Diego County, State of California, and if applicable, the City of Chula Vista, or as close thereto as possible. Venue for this Agreement, and performance hereunder, shall be the City of Chula Vista. (End of page. Next page is signature page.) 5-19 Page 13 Signatl.l.re Page to Agreement bet'Neen City of Chula Vista and Alta Planning -+- Design for Developing a Pedestrian Master Plan IN WITNESS WHEREOF, City and Consultant have executed LlJis Agreement thereby indicating thanhey have read and understood same, and indicate their ful1 alid complete consent to its terms: Dated: City ofChula Vista By: Cheryl Cox, Mayor Attest: Donna Norris, Interim City Clerk Approved as to form: Bart Miesfeld, Interim City Attorney Dated: By: 'lei G. Jones,.PrincipaI \ By: '7 1\ <;; ! o~ I ' Exhibit List to Agreement ( X ) Exhibit A. 5-20 ~~",I~:',;iJiutli;[D:i-"'""'~'~'~~~~~;"~.'1o''''<;'~ "_:;",,"';01,",,,"~",'~;~""'-'~''''_'''''~''''''''''''"'"" -~'"'""'~ ."__"__,,,,,,_=<i>'..._~, ~ -~"""="".-,.==,,...~~._." Exhibit A to Agreement between City of Chula Vista and Alta Planning + Design 1. Effective Date of Agreement: Julv 15. 2008 2. City-Related Entity: (X) City ofChula Vista, a municipal chartered corporation of the State of California () Redevelopment Agency of the City ofChula Vista, a political subdivision of the State of California ( ) Industrial Development Authority of the City of Chula Vista, a ( ) Other: form] , a [insert business 3. Place of Business for City: City of Chula Vista, 276 Fourth Avenue, Chula Vista, CA 91910 4. Consultant: Alta Planning + Design 3920 Conde Street Suite B San Diego, California 92110 5. Business Form of Consultant: ( ) Sole Proprietorship ( ) Partnership (X) Corporation 6. Place of Business, Telephone and Fax Number of Consultant: Alta Planning + Design 3920 Conde Street Suite B San Diego, California 92110 - (619) 269-6043/ Fax: (619) 269-6288 5-21 1 of 18 7. General Duties: Consultant shall prepare a Pedestrian Master Plan in accordance with requirements of the San Diego Association of Governments (S.A.i~'DAG). The framework for the Pedestrian Master Plan shall include identifying specific Plan goals, policies, actions, implementation strategies, pedestrian route types and design-guiding principles, and developing a prioritization methodology appropriate for the City of Chula Vista. Consultant shall build on the City and SANDAG's existing pedestrian and planning documents such as SAi\iTIAG's "Planning and Designing for Pedestrians" and other relevant sources. Consultant shall identify and analyze existing pedestrian conditions, existing and potential pedestrian routes, and potential pedestrian infrastructure improvement projects for specific locations that focus on providing and improving connections along pedestrian routes. Consultant shall identify the need for pedestrian related studies and development of pedestrian safety and education programs, as appropriate. 8. Scope of Work and Schedule: A. Detailed Scope of Work: Task I :Develop Timeline and Meeting Schedule Consultant shall conduct an organization and scoping meeting to: review project and task objectives, review scope of services and data collection methodology, collect available data and published materials, establish the meeting and presentation schedule, review and list regional and state required elements; and revievy and list all applicable design and planning standards. Consultant shall participate in at least four (4) meetings with staff, six (6) meetings with the Project Working Group, two (2) public meetings, and two (2) meetings with Council/Commission. Deliverables Project Timeline and Meeting Schedule Meeting minutes within one week of meeting Task 2: Identify Stakeholders Consultant shall identify potential stakeholders who will provide input, policy issues, principles, methods of prioritizing projects, structure and content of the Plan, design guidelines and standards. The stakeholders group may include elementary school staff, City commissions, boards, community groups, and civic organizations. These stakeholders my include, but shall not be limited to, the Chula Vista Planning Commission, the parks and recreation commission, if any, the Planning and Building Department, the Engineering Department, the General Services Department, the Chula Vista Safety Commission, the Chula Vista Elementary School District, the Chula Vista Chamber of Commerce and the Chula Vista Downtown Association. 5-22 2 of 18 The Consultant shall coordinate with and keep these groups advised as needed t.1Jroughout the proj ect. Deliverable Stakeholder Contact List Task 3 : Develop a Public Involvement Plan The Consultant shall develop a Public Involvement Plan within four (4) weeks of being selected. The following sections outline the major components of the proposed Public Involvement Plan, including establishing a Project Working Group (PWG), conducting Public Workshops and developing and maintaining web-ready materials. Project Working Group Consultant shall establish a Project Working Group (pWG) to guide the development of the Project and to evaluate the quality and effectiveness of the Project's work products. Consultant anticipates that the Project Working Group will be comprised of at least one representative from each ofthe following groups: staff from the City ofChula Vista Planning and Building Department and Engineering Department; Pedestrian Interest Groups (Walk San Diego);Chula Vista elementary school principals and staff; Planning Commission; Park and Recreation Commission, if any; Design Review Commission; Safety Commission; Commission on Aging; and Police and Fire Depart~ents. Consultant shall convene meetings of the PWG every two months (up to 6 meetings), or at key stages of the project. Consultant shall plan, prepare, facilitate and document all PWG meetings. The Consultant shall also arrange all logistics for meeting planning including strategy development, meeting location, notification, agenda and preparation of all background information needed to support a productive discussion by PWG members. Consultant shall document each meeting with a Meeting Summary that details agreements, requests for information, and decisions of the PWG. Meeting Summaries shall be prepared within five working days. Public Workshops/Open Houses Consultant shall plan, prepare, and facilitate two (2) public workshops, in addition to meetings with individuals and small groups as needed for the duration of the Agreement. The first workshop shall be held early in the process to explain the process, outline the goals and vision for the plan, and discuss the findings of the preliminary field and data inventory. The second workshop shall be to obtain comments about needs, concerns, and recommendations for pedestrian facilities throughout each sub-area of the City, and to get feedback on recommended facility projects. Consultant shall prepare a meeting notice, display ad for placement in newspapers, and agenda for each public workshop. Consultant shall strategically design and \YTite each notice to catch the reader's attention and include the 5-23 3 of 18 meeting purpose, date, time, location, and contact information. Consultant shall also prepare a meeting packet for distribution at each workshop. Consultant shall prepare all visual presentations for each public workshop, including storyboards and graphics, and PowerPoint presentations. Consultant shall also facilitate each workshop and record the discussions on flip charts. Consultant shall prepare summary notes of public workshops for the PWG, and shall be responsible for all meeting logistics including facilitation, room rental, room set-up and clean-up, sign-in, name tags, refreshments, comment cards, and a written meeting summary. Consultant shall take extra steps to ensure high attendance and participation at the public workshops. The Consultant shall provide bilinguaVinterpreter services for all public meetings. Project Web site/On-Line Survey If directed by City staff, Consultant shall prepare web-ready materials for use by the City, either placed directly on the City's website or hosted on the Consultant's webpage with direct links from the City's website. The web-ready materials shall provide the public and interested stakeholders updated project information (such as meeting dates or the availability of draft documents) and contact information. Consultant shall include a pedestrian user survey on the web-ready materials that can be completed by the public, indicating their needs and concerns. Public Hearings In addition to the public workshops and regular meetings with the PWG, Consultant shall also be available for up to two public hearings before the City Council and! or specified Commissions. Consultant shall develop a professional PowerPoint presentation to be given at each Commission/Council hearing at the direction of staff. The PowerPoint shall be delivered on CD to the City so it can be given to other committees and groups whenever needed. Deliverables Consultant's presentation at PWG, public workshops, and public hearings as outlined above. Meeting attendee lists. Meeting minutes within one week of each meeting. Public meeting PowerPoint presentations on CD-ROM. Pedestrian user survey. Task 4: Identifv Existing Conditions Consultant shall evaluate needs and conditions within the City. Consultant shall identify and evaluate existing conditions using the following: GIS Mapping and inventory, Mapping System Software, Space Syntax Pedestrian Modeling Tool, the City street plan, the City's missing infrastructure data, City's land use data, community walking audits, field review and pedestrian related accidents. Consultant shall use elementary school attendance areas to organize the existing condition data and subsequent analyses. Consultant shall obtain community walking audit information from WalkSanDiego, as available. In the event that WalkSanDiego does not complete all 36 walk audits around Chula Vista elementary schools 5-24 4 of 18 by the conclusion of Task 7, the Alta Team will rely upon the Missing Infrastructure dataset available from the City for the schools that have not been completed. Consultant shall assess the completeness and quality of this data, and determine which key data types may require further inventory. Consultant shall provide Arc View shapefiles for each of the facilities inventoried, as well as high quality paper maps of these facilities. Consultant shall work with the City to provide this information in formats that are compatible with the City's databases and software. Consultant shall identify important areas of pedestrian generators by looking at the distributions of sub-populations that tend to have relatively higherrates of walking, such as youth, walking commuters, total population density, total employment density, the elderly and the disabled. Consultant shall then assess the location of pedestrian attractions, including those land uses that tend to artract a walking trip, such as elementary schools, transit centers and stops, neighborhood civic facilities, retail facilities, waterfronts, and parks and recreation facilities. Consultant shall assess pedestrian barriers, or those features of the built environment that impede or discourage walkers, such as high rates of pedestrian collisions (indication of potential safety issue), freeways and rail rights-of-way, 6-lane and 4-lane arterials, high traffic speeds and volumes, and steep slopes. Deliverables I Preliminary Mapping Analysis of Missing Pedestrian Infrastructure (shapefiles and paper maps) Preliminary Mapping Analysis of pedestrian attractors, generators, and barriers (shapefiles and paper maps) Task 5:Provide a Status Report and Receive Public Comment on existing Citywide Accessibilitv and Pedestrian Facilities Consultant shall analyze data collected from the public workshops, walk audits, GIS- mapping and composite modeling, surveys, PWG, and staff input, to identify Chula Vista areas of highest need. Consultant shall recommend opportunities for future projects based on their potential to improve access for pedestrians, increase the number of pedestrians, and improve the safety of pedestrians. Consultant shall develop an Existing Conditions Status Report that documents its methodology and illustrates its key findings. Deliverables Draft Existing Conditions Report Summary of Walk Audit Results in GIS and paper formats 5-25 5 of i8 Task 6: Identify Goals and Obiectives for the Pedestrian Master Plan Consultant shall use input from the public process, surveys, field review, Project Working Group and City staff input, and other sources to identify issues and opportunities that are related to achievement of the plan goals. Consultant shall develop consistent overall goals and objectives for the Plan building on existing documents. The Consultant shall also review other relevant planning documents to ensure compatibility. Consultant shall develop draft goals using existing City plans and infrastructure reports, the PWG, and local community input. Consultant shall evaluate pedestrian goals from other communities and those developed by state and national pedestrian organizations. City staff shall add to, change, and/or refine the draft goals. Consultant shall develop policies and standards out of the broader goals and objectives. City staff shall use these policies to manage the future pedestrian system. Consultant shall inventory and summarize existing and emerging pedestrian-related plans. Consultant shall ensure the consistency of these plans with the General Plan the Chula Vista Municipal Code, master plans, trail plans, regional and local park plans, short-range transit plans, open space district trails plans, specific plans, and capital improvement plans in Chula Vista. Consultant shall summarize all relevant legislation (local, regional, state and Federal) that might affect implementation of the Plan, for review,by City staff. J Deliverable Memorandum on proposed goals and objecti ves Task 7: Identify Issues and OpportUnities after community input Consultant shall use input from the public process, surveys, field review, PWG and staff input, and other sources to identify issues and opportUnities that are related to achievement of the plan goals. Consultant shall provide summary results ofthe comments received through the public process to the City in written form. Deliverable Memorandum on issues and opportunities Task 8:Develop Pedestrian Design Guidelines and Standards that meet or exceed those set forth in SANDAG's "Planning and Designing for Pedestrians: Model Guidelines for the San Diego Region" Consultant shall prepare strategies, guidelines, and standards with respect to pedestrian facilities for inclusion in the City's Street Design Standards. The standards shall compliment the Circulation Element. A summary of design elements may include ADA features (ramps, detectable warnings, etc.), sidewalks (width, surface), shared use trails, lighting, crosswalks (mid-block, signalized), signing, signals (timing, pedestrian heads), transit stops, nodes or 5-26 6of18 actIVIty areas, landscaping, trees, public art, under-or overcrossings, benches, shelters, drinking fountains, pedestrian districts, historical/interpretive walks, land use/ zoning/setbacks/density, and plazas / pocket parks / woonerfs. Consultant may include traffic calming and traffic engineering tools that may also benefit pedestrians such as roundabouts', reduced lanes /lane widths, school commute routes, curve radii / pork-chop design, one-way / two-way streets, improved right turn slip-lane design, chokers, chicanes, mini-circles, raised crosswalks, modified intersections, moving stop bars, driveway improvements, raised medians / crossing islands, speed tables, curb extensions, partial street closures / bike boulevards, and wide crosswalks. Consultant shall conduct a working session with the PWG to determine how to modift existing City strategies, guidelines, and standards. Consultant shall provide the PWG with a Decision-Matrix that clearly shows areas where these existing strategies, guidelines, and standards can be refined or expanded. Where appropriate, Consultant shall provide an analysis of potential benefits and impacts of proposed changes to strategies, guidelines, and standards and recommend methods of implementation ofthose proposed changes. Based on these meetings, the Consultant shall recommend a series of changes to strategies, guidelines, and standards. Consultant shall review the existing City standards and develop a set of design guidelines and standards on a parallel timeline with the Pedestrian Master Plan development. Consultant shall evaluate the detailed engineering standards for curb ramps, signs, sidewalk construction, signal design, and crosswalk placemeIjt, the detailed engineering standards for multi-use trails or Class I bike paths, or the detailed engineering standards for the design and placement of drainage, lighting, utility poles, conduit, and other features that impact pedestrian circulation. All drawings shall be completed in AutoCAD 2000, using a template provided by the City. Deliverable Memorandum on proposed Design Guidelines and Standards Task 9: Accessibility Recommendations Consultant shall develop ADA recommendations and improvements for transit accessibility, review the City's method of ranking ADA ramps and provide comments. Consultant shall also ensure that pedestrian design strategies, guidelines and standards are consistent with ADA accessibility requirements, California Code of Regulations Title 24 and City policies. Consultant shall develop ADA recommendations for improvements for transit accessibility, and recommend a ranking system for prioritizing installation of access ramps. Consultant shall prepare a funding strategy to help implement ADA improvements, and identift responsible agencies. 5-27 7 of 18 Consultant shall re,iew the City's current procedures and policies for compliance with ADA accessibility requirements with the planning and engineering staff, and compare those procedures with other cities and with those developed by the U.S. Access Board and State Architects Office. Consultant shall provide expert consultation on Universal Design and ADA considerations for pedestrian design strategies, guidelines and standards to ensure that they are consistent with ADA accessibility requirements, CCR Title 24 and City policies. Consultant shall develop project priorities in consultation with appropriate stakeholders, using ranking systems that have proved successful in other communities, and identify funding sources for financing the cost of the improvements. Deliverable Memorandum on proposed Accessibility Improvements Task 10: Coordinate pedestrian recommendations with the General Plan and Urban Core Specific Plan. and coordinate with the Safe Routes to Schools Walking Audits. Consultant shall work with the City and its consultants to coordinate recommended pedestrian improvements with these planning efforts. Task II: Provide a one-quarter mile radius school plan Using the results of the Safe Routes to Schools Walking Audits, Consultant shall provide a one-quarter mile radius school-plan for elementa..ry ~chools routes within City Limits. In the event that WalkSanDiego does not complete the Walk Audits at the conclusion of the Chula Vista Pedestrian Master Plan - Task 7, the Alta Team will utilize the Missing Infrastructure database to complete the Quarter Mile School Plans. Consultant shall create materials for the City and schools including pedestrian awareness campaign materials and pedestrian safety, marketing, and education handbook. Consultant shall develop a priority project list for Safe Routes to School (SR2S I SRTS) funding in Chula Vista. Consultant shall use the pedestrian priority analysis developed in Task 4. The Consultant shall work with City staff, the PWG, and School District officials to identify existing schools locations that may qualify for SR2S I SRTS funding for pedestrian facilities, school signage, school crosswalks or other enhancements related to existing or proposed safe routes. Consultant shall develop preliminary school-area improvement plans within a one-quarter mile radius of all elementary schools in Chula Vista that can be used as part of future SR2S I SRTS grant applications. Deliverable: Memorandum identifying Safe Routes to School Priority List and Plans Task 12: Recommend Zoning Ordinance Changes Consultant shall examine potential zoning ordinance changes that are related to the pedestrian environment. Consultant shall use the Land Use and Transportation Element of 5-28 8 of18 the General Plan and the Urban Core Specific Plan and coordinate with the Planning and Building Department. Consultant shall analyze existing City policies, plans and the Municipal Code provisions with respect to pedestrian facilities and travel. Consultant shall compare the City's policies, plans, and Municipal Code provisions with those from around California and the United States. Consultant shall develop a matrix that summarizes current City codes, plans and policies, identifies the key differences with other plans, shortcomings and strengths, and provides potential remedial actions. Consultant shall examine such features as the mix or separation of land uses, the density and compactness of land uses, the density of storefronts in retail districts,. the location, quantity and design guidelines for parking, the location of building entrances in relationship to sidewalks, the size of city blocks, and the width of streets. Consultant shall propose prototypes of modified codes that will guide new development so the people can conveniently walk between land uses, especially to and from schools and transit stops. Deliverable Memorandum on proposed zoning changes Task 13: Recommend Future Capital Improvement Proiects The Consultant shall do the following: A. Priorities and Phasing - Develop a set of criteria and a mechanism for evaluating the performance of the proposed pedestrian improvements consistent with the Federal Highway Administration (FHW A) "Pedestrian and Bicyclist Intersection Safety Indices", publication No. FHWA-HRT-06-130. Develop a proposed timetable for the City to determine progress in reaching goals and making changes to those goals. Consultant shall examine each of the following criteria: Connectivitv - Provides connectivity between existing segments of sidewalks. Overcomes major gaps and barriers between regional destinations. Multi-Modal Coordination - Connects to major multi-modal destinations, whether a bus transfer station or light rail station. Accessibilitv - Enhances access from residential neighborhood to major regional destinations within the region, including schools, community centers, employment centers, and commercial centers. Usa~e - Serves the greatest number of users possible, focusing on major destinations. Safety - Provides the highest level of safety possible while addressing major safety concerns such as narrow, high traffic roadways. Consultant shall rely on discussions with staff, field observations, and safety analyses carried out under the existing conditions analysis. Planned Transportation Improvement Proiects - Takes advantage of opportunities such as planned roadway improvements that may accommodate pedestrian enhancement facilities with relatively little additional cost. 5-29 9 of 18 Consultant shall recommend and prioritize capital, traffic safety, educational projects, and other projects based on input from the PWG, public input, and analysis of existing conditions. The proposed capital projects shall include new pedestrian connections, physical and cultural improvements and amenities, removal of pedestrian barriers, and improved access for pedestrians within and between all neighborhoods as well as major recreation, cultural, tourist and commercial attractions. The proposed projects may include a signage program for pedestrian routes throughout the city that link various neighborhoods and attractions. Consultant shall include projects to enhance existing or develop new partnerships with civic organizations, community groups, public agencies, and schools, and encourage increased walking. Consultant shall prioritize proposed pedestrian improvements both by type of improvement, and areas to be improved. The ranking shall be conducted with City staff and PWG input, using a ranking system that assigns values to current conditions and opportunities. The ranking will be used to develop a priority list for future projects. Working closely with staff, the Consultant shall separate the projects/programs into high, medium, and low-priority categories. The ranking evaluation process shall include additional criteria reflecting funding and other factors, such as project readiness - is the project ready-to-go in terms of completed preliminary designs, control of right of way, and local political approval; costs - has the proj ect been developed in enough detail and been reviewed by appropriate agencies so that the estimated cost is reasonably accurate; public support -does the proj ect have strong local support, was it presented in a public forum, and does it have letters of support; master plan- is the project identified as a high priority on an adopted local master plan thilt conforms to FHW A and Caltrans requirements; matching funds- are there adequate local matching funds and other outside matching funds sufficient to complete the project; design -does the project conform to appropriate ADA, tvfUTCD, and other design standards; multi-jurisdictional -is the project a multi-jurisdictional project that demonstrates cooperation between agencies seeking to overcome a major gap or barrier; benefits-does the project have a reasonable projection of the benefits in terms of users, reduced crashes, air quality benefits. Consultant shall fold the prioritized list of high-priority projects/programs into a capital improvement plan, and shall propose follow-up analyses. B. Capital Improvement Program - Consultant shall develop a 20-year capital improvement program that is specific for the first five (5) years, and then provides a Tier I and 2 sets oflists of mid-term and longer-term projects. Consultant shall develop cost estimates using GIS databases listing detailed information on each proposed project locations and characteristics. The costs shall be separated between land cost (if any), site preparation, planning, design and engineering costs, construction costs, and environmental documentation/mitigation costs (if any). Consultant shall use the latest unit costs provided by the City engineering department. Consulta..'lt shall evaluate each project according to an estimated cost-per-mile or linear feet and estimated on-going maintenance and operation costs by implementation phase 5-30 10 oflS based on comparable experiences. Consultant shall identify City department responsibility as well as the possible funding and specific requirements. C. Develop Project Sheets for High Priority Projects - Describe each of the top 30 pedestrian projects in a one-page Project Description sheet that clearly presents the project and its cost, responsible agencies, a graphic or digitized aerial photo of the location or proposal, a list of specific improvements, and other information. Consultant shall develop AutoCAD drawings on available aerial photos of proposed improvements, provide concept sketches of improvements, or use Adobe Photoshop to simulate improvements, or any combination as needed. The Consultant shall develop prototype graphics (plans, sections) showing how the proposals from previous tasks would translate into a variety of locations in Chula Vista, including at school sites, transit stations, shopping centers, neighborhood commercial areas, old and new residential areas, historic districts, planned communities, and other areas. D. Funding Plan and Strategy - Identify potential matching and major funding sources for the prioritized list of projects. Compare the costs of the phased improvements with funding needs, so that long term programming for local matching funds can be accomp lished. Consultant shall identify potential matching and major tUnding sources, compile criteria and requirements, assist with completing applications, design this plan to serve as an appendix to the funding application, and relate anticipated schedule of funding to the prioritized list of pedestrian proj ects. Consuli!mt shall compare costs of the phased improvements with funding needs, so that long term programming for local matching funds can be accomplished. The Consultant shall explore all funding options from public and private sources. Based on the recommended phasing schedule, ranking system, cost information, and funding opportunities, the Consultant shall produce a final priority list and 20-year Financial Plan that clearly identifies the funding requirements by year for the life of the plan, along with estimates of local matching funds. The final priority list shall include estimates of operating and maintenance costs that are usually borne by local governments. Consultant shall develop an Implementation Plan for fundable, higb priority projects over the next 10 years, along with an unconstrained implementation plan for the next 20 years. Consultant shall estimate maintenance and other operating expenses (including added policing costs) based on experiences in comparable regions. Consultant shall develop a recommended maintenance program shall be developed that identifies minimum tasks and schedules including erosion control, street sweeping, surface repair, and other efforts. Deliverables . Project location maps . Project description sheets 5-31 11 of 18 . Prototype graphics and drawings . Implementation steps . Project prioritization . Financial Plan . Funding Plan and Applications Task 14: Submit a Draft Pedestrian Master Plan for Review Consultant shall prepare a draft Pedestrian Master Plan composed of the tasks completed up to this point in the process. Consultant shall provide five (5) hard copies of the draft plan and an electronic copy in PDF format on CD-ROM. Consultant shall suggest to the City various graphic, formatting, and other options for the Pedestrian Master Plan to maximize access and readability, including producing separate documents for various topics. The draft Plan shall include goals, issues, recommended options for policy and capital projects and an estimated cost for implementation. Consultant shall include an action plan for implementation of policies and objectives, including education and enforcement, as part of the Plan. Consultant shall follow an outline for the Plan agreed upon by City staff and the PWG. Consultant shall receive public comment on the draft plan through presentation to the City Councilor Planning Commission Task 15: Revise Plan Alternative Based on Public Review Based on comments received by the Consultant from the public, all stakeholders, City staff and the Planning Commission or City Council, Consultant shall revise the draft Plan and present a final draft Plan for review and approval to the PWG, City staff, the Planning Commission, and the City Council. Task 16: Final Report Preparation and Printing Following the City's review and approval of the Pedestrian Master Plan, the Consultant shall provide 15 copies ofthe final version of the Plan to be presented to various City leaders and to be made available to the public. One (1) copy shall be printed on one side only and clipped together (not bound) to facilitate copying. The consultant will provide a master copy of the Plan and a copy, in PDF format, on CD-ROM for future duplicating needs. B. Date for Commencement of Consultant Services: (X) Same as Effective Date of Agreement ( ) Other: 5-32 12 of 18 C. Dates or Time Limits for Delivery of Deliver abies: D. Date for completion of all Consultant services: June 30, 2010. 9, Materials Required to be Supplied by City to Consultant: 10. Compensation: A () Single Fixed Fee Arrangement For performance of all of the Defined Services by Consultant as herein required, City shall pay a single fixed fee in the amounts and at the times or milestones or for the Deliverables set forth below: Single Fixed Fee Amount: $ , payable as follows: Milestone or Event or Deliverable Amount or Percent of Fixed Fee ( ) 1. Interim Monthly Advances. The City shall make interim advances against the compensation due for each phase on a percentage of completion basis for each given phase such that, at the end of each phase only the compensation for that phase has been paid. Any payments made hereunder shall be considered as int;erest free loans that must be returned to the City ifthe Phase is not satisfactorily completed. If the Phase is satisfactorily completed, the City shall receive credit against the compensation due for that phase. The retention amount or percentage set forth in Paragraph 19 is to be applied to each interim payment such that, at the end of the phase, the full retention has been held back from the compensation due for that phase. Percentage of completion of a phase shall be assessed in the sole and unfettered discretion by the Contracts Administrator designated herein by the City, or such other person as the City Manager shall designate, but only upon such proof demanded by the City that has been provided, but in no event shall such interim advance payment be made unless the Contractor shall have represented in writing that said percentage of completion of the phase has been performed by the Contractor. The practice of making interim advances shall not convert this agreement to a time and materials basis of payment B. (X) Phased Fixed Fee Arrangement For the performance of each phase or portion of the Defined Services by Consultant as are separately identified below, City shall pay the fixed fee associated with each phase of Services, in the amounts and at the times or milestones or Deliverables set forth. (Consultant shall not commence Services under any Phase, and shall not be entitled to the compensation for a Phase, unless City shall have issued a notice to proceed to Consultant as to said Phase. 5-33 13 of 18 r-----.-----------.- i Components Fee for ! Said Phase $24,907 iI, Tasks 1-4 Major Deliverables: Memorandum Outlining Public Outreach i Strategy, PWG Membership, Preliminary Mapping Analysis, Meeting I i Schedule. r 2. Tasks 5-7 Major Deliverables: Technical Memorandum on Existing i Conditions, Technical Memoranda on Goals and Objectives and Issues I I and Opportunities. 13. Tasks 8-12 Major Deliverables: Technical Memoranda on Design i Guidelines and ADA Accessibility, Technical Memoranda on Safe Routes I to School. 4. Tasks 13-14 Major Deliverables: Zoning Ordinance Changes, and Capital I 1___.!J:1:1:)Jrovement Pr_ojects, Draft Pedestrian Master Plan. ! 5. Tasks 15-16 Major Deliverables: Final Pedestrian Master Plan I (Completion). All work on this contract shall be completed by the ! Consultant. I I -j $31.090 ' $50.304 $29,825 $15,876 .. ____.,_ . ...." .._.......... _.._ .,_,,___,,___..._._.______.__..______.__......_. __ _____",.._.._._.__.....___..._m__.._..._.____.___.____...._...."_____._..____"._________ For a total amount of i I I I I $L52,QQ~ I l() 1. Interim Monthly Advances. The City shall make interim monthly advances against the compensation due for each phase on a percentage of completion basis for each given phase such that, at the end of each phase only the compensation for that phase has been paid. Any payments made hereunder shall be consil'lered as interest free loans that must be returned to the City ifthe Phase is not satisfactorily completed. lithe Phase is satisfactorily completed, the City shall receive credit against the compensation due for that phase. The retention amount or percentage set forth in Paragraph 19 is to be applied to each interim payment such that, at the end of the phase, the full retention has been held back from the compensation due for that phase. Percentage of completion of a phase shall be assessed in the sole and unfettered discretion by the Contracts Administrator designated herein by the City, or such other person as the City Manager shall designate, but only upon such proof demanded by the City that has been provided, but in no event shall such interim advance payment be made unless the Contractor shall have represented in writing that said percentage of completion of the phase has been performed by the Contractor. The practice of making interim monthly advances shall not convert this agreement to a time and materials basis of payment. c. ( ) Hourly Rate Arrangement For performance of Additional Services not included in the Defined Services by Consultant as requested in writing by the City, City shall pay Consultant for the productive hours oftime spent by Consultant in the performance of said Services, at the rates or amounts set forth in the Rate Schedule herein below according to the following terms and conditions. (1) () Not-to-Exceed Limitation on Time and Materials Arrangement 5-34 14 of 18 Notwithstanding the expenditure by Consultant of time and materials in excess of said Maximum Compensation amount, Consultant agrees that Consultant will perform all of the Defined Services herein required of Consultant for $ including all Materials, and other "reimbursable" ("Maximum Compensation"). (2) () Limitation without Further Authorization on Time and Materials Arrangement At such time as Consultant shall have incurred time and materials equal to ("Authorization Limit"), Consultant shall not be entitled to any additional compensation without further authorization issued in writing and approved by the City. Nothing herein shall preclude Consultant from providing additional Services at Consultant's own cost and expense. Rate Schedule Name of Consultant Category of Employee Hourly Rate () Hourly rates may increase by 6% for service~ rendered after [month], 20 , if delay in providing services is caused by City. II. Materials Reimbursement I\rrangement For the cost of out of pocket expenses incurred by Consultant in the performance of services herein required, City shall pay Consultant at the rates or amounts set forth below: (X) None, the compensation includes all costs. ( ) ( ) ( ) ( ) ( ) ( ) ( ) ( ) Reports not to exceed $ Copies, not to exceed $ Travel, not to exceed $ Printing, not to exceed $ Postage, not to exceed $ Delivery, not to exceed $ Long Distance Telephone Charges, not to exceed $ Other Actual Identifiable Direct Costs: , not to exceed $ , not to exceed $ Cost or Rate $ $ $ $ $ $ $ $ $ $ 5-35 15 of 18 12. Contract Administrators: City: Roberto Sol6rzano, Associate Engineer Public Services Building 276 Fourtb Avenue Chula Vista, California 91910 (619) 409-5420 Consultant: Sherry Ryan, Associate Alta Planning + Design 3920 Conde Street Suite B San Diego, California 92110 (619) 269-6043 / Fax: (619) 269-6288 1 ' -~. Liquidated Damages Rate: N/ A ( ) $_ per day. ( ) Other: 14. Statement of Economic Interests, Consultant Reporting Categories, per Conflict of Interest Code: .I , (X) Not Applicable. Not an FPPC Filer. ( ) FPPC Filer ( ) Category No. 1. Investments and sources of income. () Category No.2. Interests in real property. () Category No.3. Investments, interest in real property and sources of income subject to the regulatory, permit or licensing authority of the department. ( ) Category No.4. Investments in business entities and sources of income that engage in land development, construction or the acquisition or sale ofreal property. () Category No.5. Investments in business entities and sources of income of the type which, within the past two years, have contracted with the Ciry of Chula Vista (Redevelopment Agency) to provide services, supplies, materials, machinery or equipment. () Category No.6. Investments in business entities and sources of income of the type which, within the past two years, have contracted with the designated 5-36 16 of [8 employee's department to provide services, supplies, materials, machinery or equipment. ( ) Category No.7. Business positions. ( ) List "Consultant Associates" interests in real property within 2 radial miles of Project Property, if any: 15. () Consultant is Real Estate Broker and/or Salesman 16. Permitted Subconsultants: CityWorks, Catherine Smith, 427 C Street Suite 200, San Diego, California 92101 Wilson & Company, Nicholas Abboud, 701 B Street, Suite 1220 San Diego, CA 92101 17 Bill Processing: , I A. Consultant's Billing to be submitted for the followh'1g period of time: ( ) Monthly ( ) Quarterly (X) Other: See 11- B above B. Day of the Period for submission of Consultant's Billing: ( ) First of the Month ( ) 15th Day of each Month ( ) End of the Month (X) Other: See II-B above C. City's Account Number: 18. Security for Performance ( ) Performance Bond, $ ( ) Letter of Credit, $ ( ) Other Security: Type: Amount: $ () Retention. If this space is checked, then notwithstanding other provisions to the contrary requiring the payment of compensation to the Consultant sooner, the City 5-37 17 of 18 shall be entitled to retain, at their option, either the following "Retention Percentage" or "Retention Amount" until the City determines that the Retention Release Event, listed below, has occurred: ( ) Retention Percentage: % ( ) Retention Amount: S Retention Release Event: ( ) Completion of All Consultant Services ( ) Other: 5-38 18 of 18 CITY COUNCIL AGENDA STATEMENT ~:'f:.. CllYOF ~ - - (HUlA VISTA JULY 22, 2008, Item_ ITEM TITLE: RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHOLA VISTA SUPPORTING SENATE BILL 1016 (WIGGINS), REGARDING COMPLIANCE WITH THE CALIFORJ'IIA INTEGRATED WASTE MANAGEMENT ACT LEGISLATIVE SU~C9~E CITY MANAGER ASSISTANT cy 1 A ER '7 ~ 4/5THS VOTE: YES 0 NO ~ SUBMITTED BY: REVJ:E"VED BY: SUMMARY Since the passage of the Integrated Waste Management Act (Assembly Bill 939) in 1989, the measurement system which 'counts' the amount of waste diverted from 1~dfi11s has proven to be burdensome, overly complex, and inaccurate in the wake of a burgeoning population. Senate Bill I 0 16 will implement a system that should increase timeliness and accuracy, provides a streamlined review for cities that are meeting their diversion requirements, and maintains allowances for rural jurisdictions. The topic of this legislation is not covered by the City's Adopted Legislative Program, therefore City Council approval is required for Chula Vista to support this measure. ENVIRONMENTAL REVIEW The Environmental Review Coordinator has reviewed the proposed activity for compliance with t..'1e California Environmental Quality Act (CEQA) and has determined: "The activity is not a "Project" as defined under Section 15378 of the State CEQA Guidelines; registering support for legislation does not result in a physical. change to the environment and the legislation addresses only a system for measurement of waste diversion; therefore, pursuant to Section 15060(c)(3) of the State CEQA Guidelines the activity is not subject to CEQA. Thus, no environmental review is necessary." RECOMMENDATION Council adopt the Resolution BOARDS/COMMISSION RECOMMENDATION Not Applicable 6-1 ! JULY 22, 2008, Item~ Page 2 of2 DISCUSSION In an effort to reduce the amount of material going into landfills throughout California, the State Legislature approved AB 939, the Integrated Waste Management Act, in 1989. The law required each city or county 'source reduction and recycling element' to include an implementation schedule that would divert 25% of solid waste from landfill disposal or transformation by January 1, 1995 and 50% by January 1,2000. Each city, county or regional agency submits an annual report to the Integrated Waste Management Board that summarizes their progress in reducing solid waste. The report contains information such as: calcualtions of annual disposal reduction, information on changes in the kinds of waste generated or disposed, progress in diverting construction and demolition waste. In 2000, SB 2202 was passed and requires the Waste Management Board to examine and revise the disposal reporting system. The consensus of the Board was to recommend moving from a diversion- based system to a disposal-based system to determine compliance with the law. SB 1016, authored by Senator Wiggins (attached) implements the recommendations of the Waste Management Board. Passage of this bill will require the Waste Management Board to compare each jurisdiction's 'per capita disposal rate' with that jurisdiction's "50% equivalent" per capita disposal rate on January 1,2007. The bill also clarifies and consolidates the information required for the annual report submitted by jurisdictions, including source reduction and recycling elements, household hazardous waste elements and any new or expanded programs. In addition, those jurisdictions meeting the 50% equivalent i,ler capita disposal rate or making a 'good faith effort' to reach that requirement, will be granted a review frequency reduction by the Waste Management Board. The Board will reduce the frequency with which it conducts a complete review of that jurisdiction from every two years to once every four years. SB 10 16 is pending ill the Assembly Appropriations Committee. DECISION MAKER CONFLICT Staffhas reviewed.the decision contemplated by this action and has determined 1:,'1at it is not site specific and consequently the 500 foot rule found in California Code of Regulations section 18704.2(a)(1) is not applicable to this decision. FISCAL IMPACT There is no direct impact to the Genera! Food. Waste Management Plan activities are funded through an existing AB 939 fee on all solid waste services within the City. Passage of this bill will ease reporting requirements and staff time to complete reports. ATTACHMENTS Text ofSB 1016 (Wiggins) as amended July 2,2008 Prepared by: Colleen Carnevale, Government Relations Liaison, Office of the City Manager Lynn France, Environmental Services Program lHanager 6-2 k\1ENDED IN ASSEMBLY JULY 2, 2008 k\1ENDED IN ASSEMBLY JUNE 10,2008 AMENDED IN SENATE APRIL 10,2007 SENATE BILL No. 1016 Introduced by Senator Wiggins February 23, 2007 An act to amend Sections 40181, 40183, 40184, 41780, 41783, 41820.6,41821,41850,42921, and 42926 of, to amend the headings of Article 4 (commencing with Section 41825) and Article 5 (commencing with Section 41850) of Chapter 7 of Part 2 of Division 30 of, to add Sections 40127, 40144, 40150.1, 41780.05, 42921.5, and 42927 to, and to repeal and add Section 41825 of, the Public Resources Code, relating to solid waste. LEGISLATIVE COUNSEL'S DIGEST , SB 1016, as amended, Wiggins. Diversion: compliance: per 'capita disposal rate. (1) The California Integrated Waste Management Act of 1989, which is administered by the California Integrated Waste Management Board, requires each city, county, and regional agency, if any, to develop a source reduction and recycling element of an integrated waste management plan containing specified components. Those entities are required to divert, from disposal or transformation, 50% of the solid waste through source reduction, recycling, and composting subject to the element, except as specified. A city, county, or regional agency is required to submit an annual report to the board summarizing its progress in reducing solid waste. Existing law requires the board to review, a least once every 2 years, a jurisdiction's source reduction and 96 6-3 SB 1016 -2- recycling element and household hazardous waste element. The board is required to issue an order of compliance if the board finds that a jurisdiction has failed to implement its source reduction and recycling element or its household hazardous waste element, pursuant to a specified procedure. If, after issuing an order of compliance, the board finds the city, county, or regional agency has failed to make a good faith effort to implement those elements, the board is authorized to impose administrative civil penalties upon the city, county, or regional agency. This bill would define the terms "diversion program," "jurisdiction," and "multicounty regional agency," for purposes of the act and would revise the definitions of the terms "rural city" and "rural county." The bill would delete the condition that the solid waste subject to source reduction, recycling, and composting under these provisions, be diverted from landfill disposal or transformation. The bill would repeal the board's existing 2-year process and instead require the board to make a finding whether each jurisdiction was in compliance with the act's diversion requirements for calendar year 2006 and to review a jurisdiction's compliance with those diversion requirements in accordance with a specified schedule, which would be conditioned upon the board finding that the jurisdiction is in compliance with those requirements or has made a good faith effort to implement its source reduction and recycling element and household hazardous waste element. The bill would require the board to issue an order of compliance if the board finds that the jurisdiction has failed to make a good faith effort to implement its source reduction and recycling element or its hOljsehold hazardous waste element, pursuant to a specified procedure. The board would be required to comply with certain requirements, in making this determination. The bill would revise the information required to be included in the jurisdiction's annual report to the board and would require the report to be submitted to the board electronically. The bill would make conforming changes regarding the compliance order and related enforcement provisions. The bill would impose a state-mandated local program by lmposing new duties upon local agencies. (2) Existing law requires each state agency, as defined, to develop and adopt, in consultation with the board, an integrated waste management plan. Each state agency and large state facility is required to divert at least 50% of the solid waste generated by the state agency 96 6-4 -3- SB 1016 or large state facility from landfill disposal or transformation facilities. "State agency" is defined, for purposes of these requirements, to include the California Community Colleges. This bill would require the board to determine if a state agency or large state facility is in compliance with the 50% diversion requirement by comparing the annual per capita disposal rate of the state agency or large state facility with the per capita disposal rate that the agency or facility. would be necessary to comply with =h .The the 50% diversion requirement. The board would be authorized to consider an agency's or facility's per capita disposal rate as a factor in determining whether the agency or facility is adequately implementing its integrated waste management plan. The bill would require a community college dishict to expend the revenues derived from the sale of recyclable materials for the purposes of offsetting recycling program costs and to expend aU cost savings that result from implementation of the district's integrated waste management plan to fund the continued implementation of the plan. A community college district would also be required to expend the revenues and cost savings to offset recycling program costs incurred from the initial date when the community college district became subject to these requirements. A community college district would be required to provide information to the board at least annually, on the quantities of recyclab Ie materials collected for recycling, according to a schedule detennined by the board and the district. The bill would impose a state-mandated local program by imposing new duties upon community colleges. (3) The California Constitution requires the state to reimburse local agencies and school districts for certain costs mandated by th~' state. Statutory provisions establish procedures for making that reimbursement. This bill would provide that no reimbursement is required by this. act for a specified reason. Vote: majority. Appropriation: no. Fiscal committee: yes. State-mandated local program: yes. The people of the Stote of California do enact as follows: 1 SECTION 1. Section 40127 is added to the Public Resources 2 Code, to read: 3 40127. "Diversion program" means a program in the source 4 reduction and recycling element ofajurisdiction's integrated waste 5 management plan, specified in Chapter 2 (commencing with 96 6-5 SB 1016 -4- Section 41000) of, or Chapter3 (conunencing with Section 41300) of, Part 2 and that has the purpose of diverting solid waste from landfill disposal or transformation through source reduction, 4 recycling, and composting activities. "Diversion program" 5 additionally includes any amendments, revisions, or updates to the 6 element, and any programs set forth in a time extension, alternative 7 requirement, or compliance order approved by the board pursuant 8 to Part 2 (conunencing with Section 40900). 9 SEC. 2. Section 40144 is added to the Public Resources Code, 10 to read; 11 40144. "Jurisdiction" means a city, county, or regional agency 12 that is approved by the board pursuant to Section 40975. [3 SEC.3. Section 401 SO. I is added to the Public Resources Code, 14 to read: IS 40150.1. "Multicounty regional agency" means a regional 16 agency, as defined in Section 40181, that includes all of the 17 jurisdictions that are located in at least two or more rural counties. 18 SEe. 4. Scotia" 10181 of the Pclblie RC36UfCC3 Cade i3 19 amended ta read; 20 40181. "Rcgianal agency "61 "rcgi,'mal planning agency" meal'3 21 an agency formed ptli"stlant to Chapter 5 (com.i1Kneing ,,.ith Seeti!'}!, 22 6500) ofDi,.i3i6Il 7 6fTitlc 16fthc Co,.e,l,iTIont Code and Articlc 3 (cOIllilleIlcing "ith Section 409(0) ofChaptc:r I oUart 2. SEe. 5. SEe. 4. Section 40183 of the Public Resources Code IS amended to read; 40183. (a) "Rural city" or "rural regional agency" mhns a city or regional agency that is located within a rural county as defined in Section 40184. (b) (I) Unless the board takes action pursuant to paragraph (2), this section does not affect any reduction granted to a rural city-m rural COtti,\}. by the board pursuant to Section 41787 prior to January 1,2008. (2) The board may review and take action regarding any reduction granted to a rural city or ltlral cotml'} by the board in accordance with subdivision (b) of Section 41787. SEe. 6. SEe. 5. Section 40184 of the Public Resources Code IS amended to read: l 2 , o ~' _0 24 25 26 27 28 29 30 31 32 " 00 34 35 36 37 38 39 96 6-6 -5- SB 1016 1 40184. (a) "Rural county" means a county or multicounty 2 regional agency that annually disposes of no more that 200,000 3 tons of solid waste. 4 (b) (1) Unless the board takes action pursuant to paragraph (2), 5 this section does not affect any reduction granted to a rural city or 6 rural county by the board pursuant to Section 41787 prior to 7 January 1,2008. 8 (2) The board may review and take action regarding any 9 reduction granted to a rural county in accordance with subdivision 10 (b) of Section 41787. 11 SEC.;. 12 SEC 6. Section 41780 of the Public Resources Code is 13 amended to read: 14 41780. (a) Each jurisdiction's source reduction and recycling 15 element shall include an implementation schedule that shows both 16 of the following: 17 (1) For the initial element, the jurisdiction shall divert 25 percent 18 of all solid waste by January 1, 1995, through source reduction, 19 recycling, and composting activities. 20 (2) Except as provided in Sections 41783 and 41784, for the 21 first and each subsequent revision of the element, the jurisdiction 22 shall divert 50 percent of all solid waste on and after January 1, 23 2000, through source reduction, recycling, and composting 24 activities. 25 (b) This section does not prohibit a jurisdiction from 26 implementing source reduction, recycling, and composting 27 activities designed to exceed the requirements of this division. 28 SEC. 8. 29 SEC 7. Section 41780.05 is added to the Public Resources 30 Code, to read: 31 41780.05. (a) On and after January 1,2009, pursuant to the 32 review authorized by Section 41825, the board shall determine 33 each jurisdiction's compliance with Section 41780 for the years 34 commencing with January 1, 2007, by comparing each 35 jurisdiction's change in its per capita disposal rate in subsequent 36 years with the equivalent per capita disposal rate that would have 37 been necessary for the jurisdiction to meet the requirements of 38 Section 41780 on January 1, 2007, as calculated pursuant to 39 subdivisions (c) and (d). 96 6-7 SB 1016 -6- 1 (b) (1) For purposes of paragraph (5) of subdivision (e) of 2 Section 41825, in making a determination whether a jurisdiction 3 has made a good faith effort to implement its source reduction and 4 recycling element or its household hazardous waste element, the 5 beald may consider ajmi3dictiGn'3 per capita dispe3a1 anI) as all. 6 indicatior, of "hcthcr the;Ul ;sdictiofl has adc'1:uatclj in1pkhlcntcd 7 its diicrsi0fl pIO!;IaItB. The board shall not cOll.3idcI an iI"cleasc 8 in tl,e pel capita disposal rate to be ,ktcrm:inati. e as to "Lether 9 the j tuisclictim, has made a ,l;ood faith efrart. board shall consider, 10 but is not limited to the consideration of the jurisdiction's per 11 capita disposal rate and whether the jurisdiction adequately 12 implemented its diversion programs. 13 (2) When determining whether a jurisdiction has made a good 14 faith effort pursuant to Section 41825 to implement its source 15 reduction and recycling element or its household hazardous waste 16 element, the board shall consider that an increase in the per capita 17 disposal rate is the result of the amOlmt of the jurisdiction's 18 disposal increasing faster than the jurisdiction's growth. The board 19 shall use this increase in the per capita disposal rate that is in excess 20 of the equivalent per capita disposal rate as a factor in determining 21 whether the board is required, pursuant to Section 41825, to more 22 closely examine a jurisdiction's program implementation efforts. 23 This examination may indicate that a jurisdiction is required to 24 expand existing programs or implement new programs, in 25 accordance with the procedures specified in Article 4 (commencing 26 with Section 41825) and in A.rticle 5 (commencing with Section 27 41850). i 28 (3) When reviewing the level of program implementation 29 pursuant to Sections 41825 and 41850, the board shall use, as a 30 factor in determining compliance with Section 41780, the amount 31 determined pursuant to subdivision (d) when comparing a 32 jurisdiction's per capita disposal rate in subsequent years. 33 (c) (1) Except as otherwise provided in this subdivision, for 34 purposes of this section, "per capita disposal" or "per capita 35 disposal rate" means the total annual disposal, in pounds, from a 36 jurisdiction divided by the total population in a jurisdiction, as 37 reported by the Department of Finance, divided by 365 days. 38 (2) (A) If a jurisdiction is predominated by commercial or 39 industrial activities and by solid waste generation from those 96 6-8 -7- SB 1016 sources, the board may alternatively calculate per capita disposal to reflect those differing conditions. (B) When making a calculation for ajurisdiction subject to this 4 paragraph, "per capita disposal" or "per capita disposal rate" means 5 the total annual disposal, in pounds, from a jurisdiction divided 6 by total industry employment in a jurisdiction, as reported by the 7 Employment Development Department, divided by 365 days. 8 (e) The board shall calculate the per capita disposal rate for a 9 jurisdiction subject to this paragraph using the level of industry 10 employment in a jurisdiction instead oftbe level of population in 1 I a jurisdiction. 12 (3) If tbe board determines that the method for calculating the 13 per capita disposal rate for a jurisdiction provided by paragraph 14 (I) or (2) does not accurately reflect that jurisdiction's disposal 15 reduction, the board may use an alternative method of calculating 16 the per capita disposal rate that more accurately reflects the 17 jurisdiction's efforts to divert solid waste. 18 (d) The board shall calculate the equivalent per capita disposal 19 rate for each jurisdiction as follows: 20 (1) Except as otherwise provided in this subdivision, the 21 equivalent per capita disposal rate for a jurisdiction shall be 22 determined using the method specified in this paragraph. (A) The calculated generation tonnage for each year from 2003 24 to 2006, inclusive, shall be multiplied by 0.5 to yield the 50 percent 25 equivalent disposal total for each year. 26 (B) The 50 percent equivalent disposal total for each year shall 27 be multiplied by 2,000, divided by the population of the juris~iction 28 in that year, and then divided by 365 to yield the 50 percent 29 equivalent per capita disposal for each year. 30 (e) The four 50 percent equivalent per capita disposal amounts from the years 2003 to 2006, inclusive, shal! be averaged to yield the equivalent per capita disposal rate. (2) If a jurisdiction is predominated by commercial or industrial activities and by solid waste generation from those sources, the board may alternatively calculate the equivalent per capita disposal rate to reflect those conditions by using the level of industry employment in a jurisdiction instead of the level of population in that jurisdiction. (3) If the board determines that the method for collecting the equivalent per capita disposal rate for a jurisdiction pursuant to 1 2 , ~ 7' -~ 31 32 " 00 34 35 36 37 38 39 40 96 6-9 SB 1016 -8- 1 this subdivision does not accurately reflect a jurisdiction's per 2 capita disposal rate that would be equivalent to the amount required 3 to meet the 50 percent diversion requirements of Section 41780, 4 the board may use an alternative method for calculating the 5 equivalent per capita disposal rate that more accurately reflects 6 the jurisdiction's diversion efforts. 7 (4) The board shall modify the percentage used in paragraph 8 (1) to maintain the diversion requirements approved by the board 9 for a rural jurisdiction pursuant to Section 41787. 10 (5) The board may modify the years included in making a 11 calculation pursuant to this subdivision for an individual 12 jurisdiction to eliminate years in which the calculated generation 13 amount is shown not to be representative or accurate, based upon 14 a generation study completed in one of the four years 2003 to 2006, 15 inclusive. In these cases, the board shall not allow the use of an 16 additional year other than 2003, 2004, 2005, or 2006. 17 (6) The board may modify the method of calculating u1e 18 equivalent per capita disposal rate for an individual jurisdiction to 19 accommodate the incorporation of a new city, the formation of a 20 new regional agency, or changes in membership of an existing 21 regional agency. These modifications shall ensure that a new entity 22 has a new equivalent per capita disposal rate and that the existing 23 per capita disposal rate of an existing entity is adjusted to take into 24 account the disposal amounts lost by the creation of the new entity. 25 (7) The board shall not incorporate generation studies or new 26 base year calculation for a year commencing after 2006 into the 27 equivalent per capita disposal rate. " 28 (8) If the board determines that the equivalent per capita disposal 29 rate cannot accurately be determined for a jurisdiction, or that the 30 rate is no longer representative of a jurisdiction's waste stream, 31 the board shall evaluate trends in the jurisdiction's per capita 32 disposal to establish a revised equivalent per capita disposal rate 33 for that jurisdiction. 34 SEe. 9. 35 SEe. 8. Section 41783 of the Public Resources Code is 36 amended to read: 37 41783. (a) For a jurisdiction's source reduction and recycling 38 element submitted to the board after January 1, 1995, and on or 39 before January 1, 2009, the 50 percent diversion requirement 40 specified in paragraph (2) of subdivision (a) of Section 41780 may 96 6-10 -9- SB 1016 include not more than 10 percent through transformation, as defined in Section 40201, if all of the following conditions are met: (1) The transformation project is in compliance with Sections 21151.1 and 44150 of this code and Section 42315 of the Health and Safety Code. (2) The transformation project uses front-end methods or programs to remove all recyclable materials from the waste stream prior to transformation to the maximum extent feasible. (3) The ash or other residue generated from the transformation project is routinely tested at least once quarterly, or on a mOre frequent basis as determined by the agency responsible for regulating the testing and disposal of the ash or residue, and, notwithstanding Section 25143.5 of the Health and Safety Code, ifhazardous wastes are present, the ash or residue is sent to a class 1 hazardous waste disposal facility. (4) The board holds a public hearing in the city, county, or regional agency jurisdiction within which the transformation project is proposed, and, after the public hearing, the board makes both of the following findings, based upon substantial evidence on the record: (A) The city, county, or regional agency is, and will continue to be, effectively implementing all feasible source reduction, recycling, and composting measures. (B) The transformation project will not adversely affect public health and safety or the environment. (5) The transformation facility is permitted and operational on or before January 1, 1995. i (6) The city, county, or regional agency does not include biomass conversion, as authorized pursuant to Section 41783, in its source reduction and recycling element. (b) On and after January 1, 2009, for purposes of the review authorized by Section 41825, with regard to a jurisdiction's compliance with Sectiorr41780 for each year commencing January 1, 2007, the board may reduce the per capita disposal rate for a 35 jurisdiction, as calculated pursuant to subdivision (d) 0 f Section 41780.05, by no more than 10 percent of the average of the calculated per capita gerreration tonrrage amount that is subject to transformation pursuant to this section. 1 2 o o 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 ?' _0 24 25 26 27 28 29 30 31 32 " 00 34 36 37 38 96 6-11 SB 1016 -10- 1 see. 10. 2 SEe. 9. Section 41820.6 of the Public Resources Code is 3 amended to read: 4 41820.6. (a) In addition to its authority under Section 41820, 5 the board may, after a public hearing, grant a time extension from 6 the requirements of Section 41780 to a city ifboth of the following 7 conditions exist: 8 (1) The city was incorporated pursuant to Division 3 9 (commencing with Section 56000) of Title 5 of the Government 10 Code on or after January 1,2001. 11 (2) The county within which the city is located did not include 12 provisions in its franchises that ensured that the now incorporated 13 area would comply with the requirements of Section 41780. 14 (b) The board may authorize a city that meets the requirements 15 of subdivision (a) to submit a source reduction and recycling 16 element that includes an implementation schedule that shows that 17 the city shall comply with the requirements of Section 41780, 18 within three years from the date on which the source reduction 19 and recycling element is due pursuant to subdivision (b) of Section 20 41791.5, through 'source reduction, recycling, and composting 21 activities. 22 SEe. 11. 23 SEe. 10. Section 41821 of the Public Resources Code is 24 amended to read: 25 41821. (a) (1) Each year following the board's approval ofa 26 jurisdiction's source reduction and recycling element, household 27 hazardous waste element, and nondisposal facility elenieht, the 28 jurisdiction shall submit a report to the board summarizing its 29 progress in reducing solid waste as required by Section 41780, in 30 accordance with the schedule set forth in this subdivision. 31 (2) The annual report shall be due on or before August 1 of the 32 year following board approval of the source reduction and recycling 33 element, the household hazardous waste element, and the 34 nondisposal facility element, and on or before August 1 in each 35 subsequent year. The information in this report shall encompass 36 the previous calendar year, January 1 to December 31, inclusive. 37 (b) Each jurisdiction's annual report to the board shall, at a 38 minimum, include the following: 39 (1) Calculations of annual disposal reduction. 96 6-12 -11- SB 1016 1 (2) A summary of progress made in implementing the source 2 reduction and recycling element and the household hazardous 3 waste element. 4 (3) An update of the jurisdiction's source reduction and 5 recycling eLement and household hazardous waste element to 6 include any new or expanded programs the jurisdiction has 7 implemented or plans to implement. 8 (4) An update of the jurisdiction's nondisposal facility element 9 to reflect any new or expanded nondisposal tacilities the 10 jurisdiction is using or planning to use. 11 (5) A summary of progress made in diversion of construction 12 and demolition of waste material, including information on 13 programs and ordinances implemented by the local govermnent 14 and quantitative data, where available. 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 (6) Other information relevant to compliance with Section 41780. (c) A jurisdiction may also include, in the report required by this section, all of the following: (1) Information on disposal reported pursuant to Section 41821.5 that the jurisdiction believes may be relevant to the board's determination of the jurisdiction's per capita disposal rate. (2) Disposal characterization studies or other completed studies that show the effectiveness of the programs being implemented. (3) Factors that the jurisdiction believes would affect the accuracy of, or mitigate the amount ot~ solid waste disposed by the jurisdiction, including, but not limited to, either Pf the following: (A) Whether the jurisdiction hosts a solid waste facility or regional diversion facility. (B) The effects of selt~hauled waste and construction and demolition waste. (4) The extent to which the jurisdiction previously relied on biomass diversion credit and the extent to which it may be impacted by the lack of the credit. (5) Information regarding the programs the jurisdiction is undertaking to address specific disposal challenges, and why it is not feasible to implement programs to respond to other tactors that affect the amount of waste that is disposed. 96 6-13 SB 1016 -12- (6) Other information that describes the good faith efforts of the jurisdiction to comply with Section 41780. (d) The board shall use, but is not limited to the use of, the annual report in the determination of whether the jurisdiction's 5 source reduction and recycling element needs to be revised or 6 updated. 7 (e) (1) The board shall adopt procedures for requiring additional 8 information in a jurisdiction's annual report. The procedures shall 9 require the board to notifY a jurisdiction of any additional required 10 information no later than 120 days after the board receives the 11 report from the jurisdiction. 12 (2) Paragraph (l) does not prohibit the board from making 13 additional requests for information in a timely manner. A 14 jurisdiction receiving a request for information shall respond in a 15 timely manner. 16 (3) If the schedule for the submission of an annual report by a 17 jurisdiction does not correspond with the scheduled review by the 18 board specified in subdivision (a) of Section 41825, the board shall 19 utilize the information contained in the annual report only to assist 20 the board in providing technical assistance and informally 21 reviewing the jurisdiction's diversion program implementation. 22 The board is not required to otherwise review the annual report 23 for those years that are in addition to the review required by 24 subdivision (a) of Section 41825. 25 (f) The board shall adopt procedures for conferring with a 26 jurisdiction regarding the implementation of its diversion programs. 27 (g) Notwithstanding the Uniform Electronic TransactiClhs Act 28 (Title 2.5 (commencing with Section 1633.1) of Part 2 of Division 29 3 of the Civil Code), a jurisdiction shall submit the progress report 30 required by this section to the board electronically, using the 31 board's electronic reporting format system. 32 (h) Notwithstanding the reporting schedule required by this 33 section, and in addition to the review required by Section 41825, 34 the board shall visit each jurisdiction not less than once each year 35 to monitor the jurisdict:ons', jurisdiction's implementation and 36 maintenance of its diversion programs. see. 12. SEe. 11. The heading of Article 4 (commencing with Section 41825) of Chapter 7 of Part 2 of Division 30 of the Public Resources Code is amended to read: 1 2 o o 4 37 38 39 40 96 6-14 -13- SB 1016 1 Article 4. Review and Compliance Orders 2 3 SEe. 1~. 4 SEe. 12. Section 41825 of the Public Resources Code 1S 5 repealed. 6 SEC. 14. 7 SEe. 13. Section 41825 is added to the Public Resources Code, 8 to read: 9 41825. ( a) The board shall make a finding whether each 10 jurisdiction was in compliance with Section 41780 for calendar 11 year 2006 and shall review a jurisdiction's compliance with Section 12 41780 in accordance with the following schedule: 13 (1) If the board makes a finding that the jurisdiction was in 14 compliance with Section 41780 for calendar year 2006, the board 15 shall review, commencing January 1,2012, and at least once every 16 four years thereafter, whether the jurisdiction has made a good 17 faith effort to implement its source reduction and recycling element 18 and household hazardous waste element. 19 (2) If the board makes a finding that the jurisdiction did not 20 meet the requirements of Section 41780 for calendar year 2006 or 21 for any other subsequent calendar year, but made a good faith 22 effort to implement its source reduction and recycling element and 23 household hazardous waste element, the board shall review, 24 commencing January 1,2010, and at least once every two years 25 thereafter, whether the jurisdiction has made a good faith effort to 26 implement its source reduction and recycling element and 27 household hazardous waste element. : 28 (3) Ifthe board makes a finding that the jurisdiction was not in 29 compliance with Section 41780 for calendar year 2006 or for any 30 subsequent calender year, the board shall review, commencing 31 January 1, 2010, and at least once every two years thereafter, 32 whether the jurisdiction has made a good faith effort to implement 33 its source reduction and recycling element and household hazardous 34 waste element. 35 (4) If, after determining that a jurisdiction is not in compliance 36 with Section 41780 and is subject to paragraph (2) or (3), the board 37 subsequently determines that the jurisdiction has come into 38 compliance with Section 41780, the board shall review, at least 39 once every four years, whether the jurisdiction has made a good 40 faith effort to implement its source reduction and recycling element 96 6-15 SB 1016 -14- I and household hazardous waste in the same manner as a jurisdiction 2 that is subject to paragraph (1). 3 (b) In addition to the requirements of subdivision (a), the board 4 may review whether a jurisdiction is in compliance with Section 5 41780 in accordance with the requirements of this section at any 6 time that the board receives information that indicates the 7 jurisdiction may not be making a good faith effort to implement 8 its source reduction and recycling element and household hazardous 9 waste element. 10 (c) (1) Before issuing a compliance order pursuant to II subdivision (d), the board shall confer with the jurisdiction 12 regarding conditions relating to the proposed order of compliance, 13 with a first meeting occurring not less than 60 days before issuing 14 a notice of intent to issue an order of compliance. 15 (2) The board shall issue a notice of intent to issue an order of 16 compliance not less than 30 days before the board holds a hearing 17 to issue the notice of compliance. The notice of intent shall specify 18 all of the following: 19 (A) The proposed basis for issuing an order of compliance. 20 (B) The proposed actions the board recommends are necessary 21 for the jurisdiction to complete to implement its source reduction 22 and recycling element or household hazardous waste element. 23 (C) The proposed recommendations to the board. 24 (3) The board shall consider any information provided pursuant 25 to subdivision (c) of Section 41821 if the proposed issuance of an 26 order of compliance involves changes to ajurisdiction's calculation 27 of annual disposal. >' 28 (d) (1) If, after holding a public hearing, which, to the extent 29 possible, shall be held in the local or regional agency'sjurisdiction, 30 the board finds that a jurisdiction has failed to make a good faith 31 effort to implement its source reduction and recycling element or 32 its household hazardous waste element, the board shall issue an 33 order of compliance with a specific schedule for achieving 34 compliance. 35 (2) The compliance order shall include those conditions that the 36 board determines to be necessary for the jurisdiction to imp lement 37 its diversion programs. 38 (3) In addition to considering the good faith efforts of a 39 jurisdiction, as specified in subdivision (e), to implement a 96 6-16 -15- SB 1016 I diversion program, the board shall consider all of the following 2 factors in detennining whether or not to issue a compliance order: 3 (A) The rural nature of the jurisdiction. 4 (B) Whether an exceptional growth rate may have affected 5 compliance. 6 (C) Other information that the jurisdiction may provide that 7 indicates the effectiveness of the jurisdiction's programs, such as 8 disposal characterization studies or other jurisdiction specific 9 information. 10 (e) For purposes of making a determination pursuant to this II section whether a jurisdiction has failed to make a good faith effort 12 to implement its source reduction and recycling element or its 13 household hazardous waste element, the board shall consider all 14 of the following criteria: 15 (1) For the purposes of this section, "good faith effort" means 16 all reasonable and feasible efforts by a jurisdiction to implement [7 those programs or activities identified in its source reduction and 18 recycling element or household hazardous waste element, or 19 alternative programs or activities that achieve the same or similar 20 results. 21 (2) For purposes of this section. "good faith effort" may also 22 include the evaluation by a jurisdiction of improved technology 23 for the handling and management of solid waste that would reduce 24 costs, improve efficiency in the collection, processing, or marketing 25 of recyclable materials or yard waste, and enhance the ability of 26 the jurisdiction to adequately address all sources of significant 27 disposal, the submission by the jurisdiction of a cOn1p1iance 28 schedule, and the undertakers of all other reasonable and feasible 29 efforts to implement the programs identified in the jurisdiction's 30 source reduction and recycling element or household hazardous 31 waste element. 32 (3) In determining whether a jurisdiction has made a good faith 33 effort, the board shall consider the enforcement criteria included 34 in its enforcement policy, as adopted on April 25, 1995, or as 35 subsequently amended. 36 (4) The board shall consider all of the following when 37 considering whether a jurisdiction has made a good faith effort to 38 implement its source reduction and recycling element or its 39 household hazardous waste element: 40 (A) Natural disasters. 96 6-17 SB 1016 -16- 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 (B) Budgetary conditions within a jurisdiction that could not be remedied by the imposition or adjustment of solid waste fees. (C) Work stoppages that directly prevent a jurisdiction from implementing its source reduction and recycling element or household hazardous waste element. (D) The tmpact of the failure of federal, state, and other local agencies located within the jurisdiction to implement source reduction and recycling programs in the jurisdiction. (E) The extent to which the jurisdiction has implemented additional source reduction, recycling, and composting activities. (F) The extent to which the jurisdiction has made program implementation choices driven by considerations related to other environmental issues, including climate change. (G) Whether the jurisdiction has provided information to the board concerning whether construction and demolition waste material is at least a moderately significant portion of the waste stream, and, if so, whether the locat jurisdiction has adopted an ordinance for diversion of construction and demolition waste materials from solid waste disposal facilities, has adopted a model ordinance pursuant to subdivision (a) of Section 42912 for diversion of construction and demolition waste materials from solid waste disposal facilities, or has implemented another program to encourage or require diversion of construction and demolition waste materials from solid waste disposal facilities. (H) The extent to which the jurisdiction has implemented programs to comply with Section 41780 and to maintain its per capita disposal rate. " (5) In making a determination whether a jurisdiction has made a good faith effort, pursuant to !Vis section, the board may consider a jurisdiction's per capita disposal rate as a factor in determining whether the jurisdiction adequately implemented its diversion programs. The board shall not consider a jurisdiction's per capita disposal rate to be determinative as to whether the jurisdiction has made a good faith etTort to implement its source reduction and recycling element or its household hazardous waste element. SEe. 15. SEe. 14. The heading of Article 5 (commencing with Section 41850) of Chapter 7 of Part 2 of Division 30 of the Public Resources Code is amended to read: 25 26 27 28 29 30 31 32 " 00 34 35 36 37 38 39 96 6-18 -17- SB 1016 1 Article 5. Enforcement and Penalties 2 3 SEC. [6. Section 41850 of the rlthlic Resources Code is 4 amended to rcad: 5 41850. (a) Except as specifically pro,ided i., SeUion 418)], 6 if; aftcr holding the public hearing and is3tling ad ordcr of 7 cOILpliance pursuant to Section 41825, the board finds that the 8 j urisdicti0n has failed :0 make a geed faith effort to impkmcr.t its 9 SOttIee reduction and reG} cling c!et..cflt or its household hazardotls 10 ,;aste clemcat, the heald may rn.pese adminisfiati ,e cr. il penalties 11 uper, the city or county Of, pursuant to Section 409'74, upon tLe 12 city or COttnly as a n.eli'lBcr of a regional agene), of up to ten 13 thousand 0011.1" ($10,000) Fr day until the jeIrisdictiot. implements 14 the dement. 15 (b) In dctc,tl;;ning ..hethel or not tv impose any pCMltics, 01 16 in elctcn"init,g the amount of all) penalties imposed ,mdel this 17 section, including any pcnalties imposed dlte to the exdmiofl of 18 so:id.. aste ptll3U3nt to Section 41 '781.2 (Lat results in a rcduet:ofl 19 it. tte quafltity" of solid .iustc di..erted by aj,tfisdieL6I" the board 20 shall comidel "hctber thc city, count}, or legioual agel,C} 21 jtl:fisdietion has wade a good faith dfert to in,plcmcnt its S6tlrCe 22 ledtletion aHd recycling clement or its hvltsd,eld ::,azardoU3 ,caste 23 clement. 11, additior" the beard shall cOflsidel oul} thosc rcleiant 24 eircttmstances th"t ha ie prc iented a j ttlisdiction fr on, mectin; the 25 rcquirclTlCflts of this ill ,i3iofl, itlcltlding, but not limited to, tbe 26 factors dcsclibcd in 3Ubdi";isions (d) and (e) o;'Seetic)fl 41825. 27 SEe. 15. Section 41850 of the Public Resourcesc.bde is 28 amended to read: 29 41850. (a) Except as specifically previded in Section 41813, 30 if, after holding the pnblic hearing and issuing an order of 31 cempliance pursuant to Section 41825, the board finds that the 32 city", counl], vr rcgior,al agcncy jurisdiction has failed to make a 33 good faith effort to implement its source reduction and recycling 34 element ()[ its household hazardous waste element, the board may 35 impose administrative civil penalties upon the city or county or, 36 pursuant to Section 40974, upon the city or county as a member 37 ef a regional agency, of up to ten thousand dellars ($10,000) per 38 day until the city, COUllty, 01 rcgiol,al agency jurisdiction 39 implements the element. 96 6-19 SB 1016 -18- I (b) In determining whether or not to impose any penalties, or 2 in determining the amount of any penalties imposed under this 3 section, including any penalties imposed due to the exclusion of 4 solid waste pursuant to Section 41781.2 that results in a reduction 5 in the quantity of solid waste diverted by a eil), county', or regiofial 6 agcficy jurisdiction, the board shall consider whether the 7 jurisdiction has made a good faith effort to implement its source 8 reduction and recycling element or its household hazardous waste 9 element In addition, the board shall consider only those relevant 10 circumstances that have prevented a eil)', eawI), or fcgiofial II agcncyjurisdiction from meeting the requirements ofthis division, 12 including the cli.cniofi requllet.1entJ 6fparagrapl13 (1) and (2) 6f 13 subdiiision (a) of Seeti6n41780, including, but not limited to,-aH 14 ofn,e f611o,iing. the factors described in subdivisions (d) and (e) 15 of Section 41825. 16 (1) ~;atural disasters. 17 (2) Dtldgetary cor,diti6fi3 ,iithill a cit"y, "6Ullty, or rcgional 18 agene} that eatlld not be remcdied b} the irflpositian Of adjmtme"t 19 of SGlid "aste fees. 20 (~) \Y6Ik ,toppages that directly pre,ent a elti, counti, or 21 regional age"e} frOM implc1,ler,ting it3 source rcdtletioll and 22 r,ej"cling clewent or hOU3ehold hazardoU3 "aste cleltlerl!. 23 (4) 111e iIdpaet of tl,e failttlc of federal, state, frllcl ather la~al 24 ager.eic, located ,~,ittir. the juri,dietion t5 ll1)'lle.ueIA 30trIee 25 reduction and ree/cling j'lI6g,aInS in the jtl,isdi~tioh Oll the l,a3t 26 jurisdiction's abilit} to n,ect tIle rquiren,cI,t3 afparagraph (2) of 27 3ubdi,isien (a) of Section 41780. " 28 (c) In addition to thc factors ,pecified in sclbdi i;3ion (5), the 29 bofrrdshatt eou,ider at: ofthc fOUo",I.g: 30 (I) Tte exter,; to "hich a eit}, eaclrit/, 0, regional agency ha3 31 implemented additial.al sOUIce reddeti611, Icejeling, and 32 eGIL1po3ting acti,itie3 te campI} "ith the d;icni6n rcquircIde,}ts 33 ofparagraph3 (1) and (2) of3ubd;,i3ior, (a) ofSecti6l141780. 34 (2) 11,e extcr,t to "hieh a city, eoune-y, or r,gier,al agerle} is 35 meetiI,g the diieI3i0n requirement, af pa.agraphs (1) and (2) of 36 stlodiii,ien (a) of Section 41780. 37 (3) '",'hether the j tlIisdietior, ha3 req,leskd and oe,n grallted an 38 cxtd.t3~0n t6 ~hc Icqt.in:lJ.1Cllts GfScction 41780, pUUtlfrlrt ~0 SC...tiOlJ. 39 41820, or an alte'flati,c rcqtlire.ncnt t6 SeetiGn 41780, purstlal'lt 40 to SectioIl ~ 1785. 96 6-20 -19- SB 1016 1 (4) ',Yhethcr a localjtlli3dieti6n has pro,ided infennation to the 2 board eOhe~ming ~hctha <omt! uction and demolition "a3te 3 n,aterial is at least a moderately ,ignifiefrllt portion of the v,aste 4 stream, and, if so, "bether the local jurisclietion ha3 adopted an 5 ordinance for di. enion of construction frlld den,uiition "aste 6 wateria13 fI,,,,, solid .,ast, disposal facilit_s, has ad"ptccl a model 7 Gfdinfrllc, p~sl:raItt to 3Ubdi,~ision (a) of Section 42912 fOf 8 di.ersion of comtl"lKtiea and dcme!;tien "aste materials fi61,1 9 solid "aste disposal facilities, or has implemented aoothn prograr.l 10 to en00urage or r("iuffe cli.ersiofi of constmetioa and dcuwlit,m II "a3te materials Lorn solid" "ste disp6sal facilities. 12 (d) (I) fer the parp030S of this 3ectiGh, "good faith effort" 13 mefrllS all rea30nable and fea3ible efforts 10 j a clrj, counrj, or 14 rogional agEnE) to ij'r1pLment tho"e programs or adi,itiu 15 ide'1tifkd ir, it3 source led"eti"" a,rd recycling dcn,cnt Of 16 homeho:cl ha:z:ardous >,~aste clement, or altemati;e programs or 17 acti. ities that aehie. c the sa1,,':: or similar re3ult3. 18 (2) for purposcs of this section "gaod faith effort" 1nay. a130 19 indtldc the c ialuation b) a city, COUfity, ar regional agency of 20 i1apro ;ed tcchnology for th.:: handling and waaagcmcnt of solid 21 '"aste that Nauld leduc.:: e03ts, impro .~e effie:cuey in thc eol!cetior" 22 processing, or marketing of lccyclab!c raatClia13 or yard ".astc, 23 and cn:hB:tlCe the ability of the citY, county, 01 regional ag([,.;:) to 24 meet the di.Trsion requiremcftts of paragrap!,s (I) alid (2) Gf 25 3tlbdi,ision (a) of Scetion 41780, pro ,ideA that the city, county, 26 Of regional a!Senc] has sllbulittcd a cOflipliarice seheduk pl:lI3Uallt 27 to Sectian 41825, andl,as n,ade all other r~c,sonabk and tloa,:blc 28 efforts to implc1,1el.j tl,c program3 identified in its source reduction 29 and ree) eli],g clewent or hom.::held hazard0lls .. aste clemcnt. 30 (3) 11, dctelll,iaing ...),ethe! ajtllisd;etioll 1,a3 made a good faith 31 effort, tl.c board shall e6mider tk e,liore_weht ctitcria iriellldcd 32 in its cnferc'::Mcnt policy, as adopted on April 25, 1995, or as 33 3ubse"iuentlj amcnclcd. 34 SIT 17. 35 SEe. 16. Section 42921 of the Public Resources Code is 36 amended to read: 37 42921. (a) Each state agency and each large state facility shall 38 divert at least 25 percent of an solid waste generated by the state 39 agency by January I, 2002, through source reduction, recycling, 40 and compo sting activities. 96 6-21 SB 1016 -20- (b) On and after January 1,2004, each state agency and each large state facility shall divert at least 50 percent of all solid waste through source reduction, recycling, and composting activities. SEC. 18. SEe. 17. Section 42921.5 is added to the Public Resources Code, to read: 42921.5. (a) On and after January I, 2009, the board shall determine each state agency's or a large state facility's compliance with Section 42921, for each year commencing with January I, 2007, by comparing the per capita disposal rate in subsequent years with the equivalent per capita disposal rate that would have been necessary for the state agency or large state facility to comply with Section 42921 on January I, 2007, as calculated pursuant to subdivision (d). (b) In making a detennination whether a state agency or large state facility is in compliance with the requirements of Section 42921, the board may consider an agency's or facility's per capita disposal rate as a factor in determining whether the state agency or large state facility is adequately implementing its integrated waste management plan. The board shall not consider a state, agency, or large state facility's per capita disposal rate to be determinative when considering whether the agency's or facility is implementing its integrated waste management plan. (c) When determining whether an agency or facility is in compliance with Section 42921, the board shall consider that an increase in the per capita disposal rate is a result of disposal amounts increasing faster than the growth of the state age,/lcy or large state facility. The board shall use an increase L\1. the per capita disposal rate that is in excess of the equivalent per capita disposal rate as a factor in determining whether the board is required to more closely examine the agency's or facility's plan implementation efforts. If indicated by this exaJ:Jlli,ation, the board may require a state agency or large state facility to expand existing 34 programs or implement new programs. (d) (I) Except as provided in paragraph (2), "per capita disposal" or "per capita disposal rate" means the total annual disposal by a state agency or large state facility, in pounds, divided by total number of employees in that state agency or large state facility, and divided by 365 days. I 2 3 4 5 6 7 8 9 10 II 12 13 14 15 16 17 18 19 20 21 22 ?" -~ 24 ?~ _J 26 27 28 29 30 31 32 "" .00 35 36 37 38 39 96 6-22 -21- SB 1016 1 (2) The board may alternatively define per capita disposal or 2 per capita disposal rate for a state agency or large state facility that 3 has a significant amount of disposal from nonemployees or for 4 other reasons that would make calculation of per capita disposal 5 by the number of employees inaccurate. 6 SIT 19. 7 SEe. 18. Section 42926 of the Public Resources Code is 8 amended to read: 9 42926. (a) In addition to the information provided to the board 10 pursuant to Section 12167.1 of the Public Contract Code, each II state agency shall submit an annual report to the board summarizing 12 its progress in reducing solid waste as required by Section 4292l. 13 The annual report shall be due on or before September 1, 2009, 14 and on or before September I in each subsequent year. The 15 information in this report shall encompass the previous calendar 16 year. 17 (b) Each state agency's annual report to the board shall, at a 18 minimum, include all of the following: 19 (1) Calculations of annual disposal reduction. 20 (2) Information on the changes in waste generated or disposed 21 of due to increases or decreases in employees, economics, or other 22 factors. 23 (3) A summary of progress made in implementing the integrated 24 waste management plan. 25 (4) The extent to which the state agency intends to utilize 26 programs or facilities established by the local agency for the 27 handling, diversion, and disposal of solid waste. Ifthe state ~gency 28 does not intend to utilize those established programs or facilities, 29 the state agency shall identify sufficient disposal capacity for solid 30 waste that is not source reduced, recycled, or composted. 31 (5) Other information relevant to compliance with Section 32 4292l. 33 (c) The board shall use, but is not limited to the use of, the 34 annual report in the determination of whether the agency's 35 integrated waste management plan needs to be revised. 36 SEe. 20. 37 SEe. 19. Section 42927 is added to the Public Resources Code, 38 to read: 39 42927. (a) Notwithstanding Section 12167 of the Public 40 Contract Code, a community college district shall expend the 96 6-23 SB 1016 -22- 1 2 revenues derived from the sale of recyclable materials for the purposes of offsetting the recycling program costs imposed pursuant to this chapter. (b) A community college district shall expend all cost savings that result from implementation of the district's integrated waste management plan pursuant to this chapter to fund the continued implementation of the plan. (e) A community college district shall expend the revenues and cost savings specified in subdivisions (a) and (b) to offset recycling program costs incurred pursuant to this chapter from the initial date when the community college district became subject to this chapter. (d) A community college district shall provide information on the quantities of recyclable materials collected for recycling at least annually to the board, according to a schedule determined by the board and the district. SEe. 21. SEe. 20. No reimbursement is required by this act pursuant to Section 6 of Article XlIIB ofthe California Constitution because a local agency or school district has the authority to levy service charges, fees, or assessments sufficient to pay for the program or level of service mandated by this act or because the act provides for offsetting savings to local agencies or school districts that result in no net costs to the local agencies or school districts, within the meaning of Section 17556 of the Government Code. , ~ 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 o 96 6-24 RESOLUTION NO. 2008- RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA SUPPORTING SB 1016 (WIGGINS), REGARDING COiVIPLlA1'-1CE WITH THE CALIFORNIA INTEGRATED WASTE MANAGEMENT ACT WHEREAS, California's Integrated Waste Management Act of 1989 (AB 939) provided a measurement system to determine whether cities and counties were diverting acceptable amounts of waste from landfills; and WHEREAS, the system adopted in 1989 has proven to be cumbersome, misleading and filled with time-consuming calculations that do not reflect the goals of AB 939; and WHEREAS, SB 1016 (Wiggins) will implement a system that should increase the timeliness and accuracy of the information reported by focusing on a 'per capita disposal rate' as well as the programs implemented at a local level to reduce that disposal rate; and WHEREAS, Chula Vista has established itself as a leader in promoting waste reduction, re-use and recycling. NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Chula Vista supports SB 1016 (Wiggins), statutes of2008.. , BE IT FURTHER RESOLVED that the City's support for this measure will be communicated to the City's legislative delegation in Sacramento, as well as to the League of California Cities. Presented by Approved as to fom1 by David R. Garcia City Manager , ~J /) j1 ~ I "". avA:'-J L"L/tA,C<2_-0l~' rf"'-- Bart C. Miesfeld Interim City Attorney 6-25 CITY COUNCIL AGENDA STATEMENT ~\ff:. CITY OF ~ (HULA VISTA ITEM TITLE: SUBMITTED BY: REVIEWED BY: SUMiVL<\RY JULY 22, 2008, Item---=-- RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA APPROVING At'T AGREEMENT WITH THE S.t\N DIEGO UNIFIED PORT DISTRICT FOR A SALT MARSH EDUCATION PROGRA...T\1 AT THE CHULA VISTA NATlJRECENTER.' ~ RECREATIONDIRECTO. CITY MANAGER . .~~~ ,/ ASSIST A...l\fT CITY ,AGER 'S r 4/STHS VOTE: YES D NO 0 , , Nature Center staff has been working with the San Diego Unified Port District to partner in the coordination of educational field trips for schools located within the watershed areas of the San Diego Bay. The goal of the program is to encourage and increase participation in existing Nature Center programs, which promote environmental stewardship and educate snldents and visitors about the importance of conserving coastal resources. ENVIRONMENTAL REVIEW The Environmental Review Coordinator has reviewed the proposed project for compliance with the California Environmental Quality Act (CEQA) and has determined that the project qualifies for a Class 22 categorical exemption pursuant to Section 15322 (Educational or Training Programs Involving No Physical Changes) of the State CEQA Guidelines. Thus, no further environmental review is necessary. RECOMMENDATION Council adopts the Resolution. BOARDS/COMMISSION RECOMMENDATION Not applicable. 7-1 ;:;:r JULY 22, 2008, Item ~ Page 2 of3 DISCUSSION Nature Center staff has been working with the San Diego Unified Port District (port) to partner in the coordination of educational field trips for schools located within the watershed areas of the San Diego Bay. The goal of the program is to encourage and increase participation in existing Narure Center programs, which promote environmental stewardship and educate students and visitors about the importance of conserving coastal resources. The project makes use of the existing Nature Center educational programs for elementary school students. For 21 years, the Narure Center has been offering field trips to San Diego County school children. Approximately 15,000 srudents visit the Narure Center and the Sweerwater Marsh National Wildlife Refuge annually on strucrured field trips. Because of the current budget constraints, many schools cannot afford to pay the modest Nature Center fees for teacher training, student admission, or transportation to the Narure Center. According to the agreement, the City will provide the following components of the project at the Nature Center: . Cuniculum and instmction of the Education Program for up to 90 classes. These classes will consist of approximately 30 third grade classes within the District's School Partnership Program (Logan, Bayside, Harborside, Silver Gate, Silver Strand, Perkins, and Kimball), and up to, but not exceeding 60 classes (of all grades) from other schools within the San Diego Bay watershed. . Cuniculum and instruction of the teacher-training program for the teachers participating in the Program. . Program administration. . Educational staff required to run the project. . Project facilities. . Transportation for students and teachers by school bus or trolley to the Chula Vista Narure Center. . Implementation of an Effectiveness Assessment consisting of pre- and post-tests to be administered to all participating students. . A short report on the Project. Transportation for classes as required by the agreement is paid on a reimbursement basis. Schools are responsible for contracting and planning their own transportation either by school bus, private charter bus, or public transportation. This agreement is a renewal of the ongoing partnership between the Port and the Nature Center. In the past, the agreement has been issued on an annual basis; however, the new proposed agreement provides a four-year term. The Port will compensate the City with four lump sum payments as outlined below for services to be performed on an annual basis for four years, totaling $60,000 for the life of the agreement. Fiscal Year 2009 2010 Lump Sum Payment $15,000 $15,000 7-2 JULY 22, 2008, Item --;- Page 3 of3 2011 2012 $15,000 $15,000 DECISION MAKER CONFLICT Staff has reviewed the property holdings of the City Council and has found no property holdings within 500 feet of the boundaries of the property which is the subject of this action. FISCAL IMPACT The agreement will provide an increase of $15,000 in annual general fund revenue for Nature Center operations. Actual costs to support the program (such as the production of sets of teaching material, etc.) are expected to be minimal and can be absorbed by the approved operating budget, and will not impact the General Fund. ATT ACHlVIENTS A. Agreement Between San Diego Unified Port District and City of Chula Vista for Salt Marsh Education Program Prepared by: Kerry Laube, Program lvfanager, Nature Center 7-3 RESOLUTION NO. 2008 - RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA APPROVING AN AGREEMENT WITH THE SAN DIEGO UNIFIED PORT DISTRlCT FOR A SALT MARSH EDUCATION PROGRAM AT THE CHULA VISTA NATURE CENTER WHEREAS, the San Diego Unified Port District ("Port") wishes to partner with the Chula Vista Nature Center in the coordination of educational field trips for schools located within the San Diego Bay watershed; and WHEREAS, the goal of the program is to encourage and increase participation in Nature Center programs, which promote environmental stewardship and educate students and visitors about the importance of conserving coastal resources; and WHEREAS, the proposed project makes use of the existing Chula Vista Nature Center educational programs for elementary school students through exhibits and emphasis on the Sweetwater River watershed and what each individual can do to protect the watershed, the bay, and the ocean. NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Chula Vista does hereby approve the agreement with the San Diego Unified Port District . , and the City of Chula Vista for Salt Marsh Education Program at the Chula Vista Nature Center. Proposed by Approved as to form by Buck Martin Recreation Director 7 ~,' ,,/ ~ (, {v-j!~c-.... ! '- /\ ,{j-:7~. :-.. Bart Miesfeld Interim City Attorney ,. ,YY'--' ~ 7-4 THE ATTACHED AGREEl'vIENT KA.S BEEN REVIEWED AND APPROVED AS TO FORi\tI BY THE CITY ATTORNEY'S OFFICE AND WILL BE FORMALL Y SIGNED UPON APPROV ALBY THE CITY COUNCIL ~~ Il./ ,/~/;'-0- - Bart C. Miesfeld {/ Interim City Attorney Dated: II IS-I ,)y j J Agreement between San Diego Unified Port District and the City of Chula Vista for Salt Marsh Education Program 7-5 AGREEMENT BETWEEN SAN DIEGO UNIFIED PORT DISTRICT and CITY OF CHULA VISTA for SALT MARSH EDUCATION PROGRAM The parties to this Agreement arethe SAN DIEGO UNIFIED PORT DISTRICT (District), a public corporation and THE CITY OF CHULA VISTA (Service Provider), a municipal corporation. Both parties agree to the following: 1. SCOPE OF SERVICES: Service Provider shall furnish all technical and professional labor, and materials to satisfactorily comply with Attachment A, Scope of Services as requested by District. Service Provider shall keep the Executive Director of the District or his designated representative informed of the progress of said services at all times. 2. TERM OF AGREEMENT: This Agreement shall commence on September 1, 2008, and shall terminate on August 31,2012, subject to earlier termination as provided below. 3. COMPENSATION: For performance of services to be rendered pursuant to this Agreement and as further described in Attachment B, Compensation and Invoicing; District shall compensate Service Provider based on the following, subject to the limitation of the maximum expenditure provided herein: 3.1 Maximum Expenditure. The maximum expenditure under this Agreement for each year of services is outlined below for a total Agreement amount not to exceed $60,000.00 (Sixty Thousand Dollars). Fiscal Year Maximum Expenditure $15,000 $15,000 2008-2009 2009-2010 Service Provider: City of Chula Vista Board Date: N/A Requesting Department Environmental Services Page 1 of 15 7-6 2010-2011 2011-2012 $15,000 $15,000 Said expenditure shall include without limitation all sums, charges, reimbursements, costs and expenses necessary to satisfactorily comply with Attachment A. Service Provider shall not be required to perform further services after compensation has been expended. 4. RECORDS: In accordance with generally accepted accounting principles, Service Provider shall maintain full and complete records of the cost of services performed under this Agreement. Such records shall be open to inspection of District at all reasonable times in the City of San Diego and such records shall be kept for at least three (3) years after the termination of this Agreement. Such records shall be maintained by Service Provider for a period of three (3) years after completion of services to be performed under this Agreement or until all disputes, appeals, litigation or claims arisirrlg from this Agreement have been resolved, whichever is later. Service Provider understands and agrees that District, at all times under this Agreement, has the right to review project documents and work in progress and to audit financial records, whether or not final, which Service Provider or anyone else associated with the work has prepared or which relate to the work which Service Provider is performing for District pursuant to this Agreement regardless of whether such records have previously been provided to District. Service Provider shall provide District at Service Provider's expense a copy of all such records within five (5) working days of a written request by District. District's right shall also include inspection at reasonable times of the Service Provider's office or facilities, which are engaged in the performance of services pursuant to this Agreement. Service Provider shall, at no cost to District furnish reasonable facilities and assistance for such review and audit. Service Provider's failure to Page 2 of 15 Service Provider: City or Chula Vista Board Date: N/A Requesting Department Environmental Services 7-7 provide the records within the time requested shall preclude Service Provider from receiving any compensation due under this Agreement until such documents are provided. 5. SERVICE PROVIDER'S SUB-CONTRACTORS: It may be necessary for Service Provider to sub-contract for the performance of certain technical services or other services for Service Provider to perform and complete the required services; provided, however, all Service Provider's sub-contractors shall be subject to prior written approval by District. The Service Provider shall remain responsible to District for any and all services and obligations required under this Agreement, whether performed by Service Provider or Service Provider's sub- contractors. Service Provider shall compensate each Service Provider's sub- contractors in the time periods required by law. Any Service Provider's sub- contractors employed by Service Provider shall be independent Service Providers and not agents of District. Service Provider shall insure that Service Provider's sub-contractors satisfy all substantive requirements for the work set forth by this Agreement, including insurance 'ahd indemnification. Service Provider shall also include a clause in its Agreements with Service Provider's sub-contractors which reserves the right, during the performance of this Agreement and for a period of three (3) years following termination of this Agreement, for a District representative to audit any cost, compensation or settlement resulting from any items set forth in this Agreement. This clause shall also require Service Provider's sub-contractors to retain all necessary records for a period of three (3) years after completion of services to be performed under this Agreement or until all disputes, appeals, litigation or claims arising from this Agreement have been resolved, whichever is later. 6. COMPLIANCE: In performance of this Agreement, Service Provider and Service Provider's sub-contractors shall comply with the California Fair Employment and Housing Act, the American with Disabilities Act, and all other applicable federal, Service Provider: City of Chula Vista Board Date: N/A Requesting Department: Environmental Services Page 3 of 15 7-8 state, and local laws prohibiting discrimination, including without limitation, laws prohibiting discrimination because of age, ancestry, color, creed, denial of family and medical care leave, disability, marital status, medical condition, national origin, race, religion, sex, or sexual orientation. Service Provider shall comply with the prevailing wage provisions of the Labor Code, and the Political Reform Act provisions of the Government Code, as applicable. Service Provider shall comply with all Federal and State laws, and district Ordinances and Regulations applicable to the performance of services under this Agreement as exist now or as may be added or amended. 7. INDEPENDENT ANALYSIS: Service Provider shall provide the services required by this Agreement and arrive at conclusions with respect to the rendition of information, advice or recommendations, independent of the control and direction of District, other than normal contract monitoring provided, however, Service Provider shall possess no authority with respect to any District decision beyond rendition of such information, advice, or recommendations. 8. ASSIGNMENT: This is a personal services Agreement between the parties and Service Provider shall not assign or transfer voluntarily or involuntarily any of its rights, duties, or obligations under this Agreement without the express written consent of Executive Director (President/CEO) of District in each instance. 9. INDEMNIFICATION: 9.1 Indemnification for Non-Professional Services: To the fullest extent provided by law with respect to all liability except liability for Professional Services, covered under Section 9.2, the Service Provider agrees to defend, indemnify, protect and hold harmless District, its agents, officers and employees, from and against any claim, demand, action, proceeding, suit or liability for damages, costs (including reasonable attorneys' fees) or expenses for damages to property or the loss of use thereof or injuries or Service Provider: City of Chula Vista Board Date: N/A Requesting Department: Environmental Services Page 4 of 15 7-9 death to any person (including Service Provider's employees), caused by, arising out of or related to the performance of, Service Provider as provided in the Scope of Services, or failure to act by Service Provider, its officers, agents, and employees, The Service Provider's duty to defend, indemnify, protect, and hold harmless shall not include any claims or liabilities arising from the active negligence, sole negligence or willful misconduct of District, its agents, officers, or employees, The Service Provider further agrees that the indemnification, including the duty to defend District, requires the Service Provider to pay reasonable attorneys' fees and costs District incurs that are associated with enforcing the indemnification provision, and defending any claims, demands, or liabilities arising from the services of the Service Provider performed pursuant to this Agreement.' District may, at its own election, conduct its defense, or participate in the defense of any claim demand related ,'in any way to the Agreement. If District chooses at its own election to conduct its own defense, participate in its own defense or obtain independent legal counsel in defense of any claim, demand or liability related to Service Provider's Scope of Services, the Service Provider agrees to pay the reasonable value of attorneys' fees and all of District's costs associated with its defense. 9.2 Indemnification for Professional Services: To the fullest extent provided by law, the Service Provider agrees to defend, indemnify, protect and hold harmless District, its agents, officers and employees from and against any and all claims, demands, liability for any damages, costs (including reasonable attorneys' fees and costs), or expenses, arising from the actions or omissions of the Service Provider as provided in the Scope of Services. The Service Provider's duty to defend, indemnify, protect, and hold harmless shall not include any claims or liabilities arising from Service Provider: City of ChuJa Vista Board Date: N/A Requesting Department: Environmental Services Page 5 of 15 7-10 the active negligence, sole negligence or willful misconduct of District, its agents, officers, or employees. The Service Provider further agrees that the indemnification, including the duty to defend District, requires the Service Provider to pay reasonable attorneys' fees and costs District incurs that are associated with enforcing the indemnification provision, and defending any claims, demands, or liabilities arising from the services of the Service Provider performed pursuant to this Agreement. District may, at its own election, conduct its defense, or participate in the defense of any claim or demand related in any way to the Agreement. If District chooses at its own election to conduct its own defense, participate in its own defense or obtain independent legal counsel in defense of any claim, demand or liability related to the Scope of Services, the Service Provider agrees to pay the reasonable value of attorneys' fees and all of District's costs associated with its deferlse. 10. INSURANCE REQUIREMENTS: Service Provider shall at all times during the term of this Agreement maintain, at its expense, the following minimum levels and types of insurance: 10.1 Commercial General Liability (including, without limitation, Contractual Liability, Personal and Advertising Injury, and Products/ Completed Operations) coverages, with coverage at least as broad as Insurance Services Office Commercial General Liability Coverage (occurrence Form CG 0001) with limits no less than two million dollars ($2,000,000) per occurrence for bodily injury, personal injury and property damage. 10.1.1 The deductible or self-insured retention on this Commercial General Liability policy shall not exceed $5,000 unless District has ServIce Provider: City of Chula Vista Board Date: N/A Rec;uesung Department: Environmental Services Page 6 of 15 7-11 approved of a higher deductible or self-insured retention in writing. 10.1.2 The Commercial General Liability policy shall be endorsed to include the District; its agents, officers, and employees as additional insureds in the form as required by the District. An exemplar endorsement is attached (Exhibit A, Certificate of Insurance ). 10.1.3 The coverage provided to the District, as an additional insured, shall be primary. 10.2 Commercial Automobile Liability (Owned, Scheduled, Non-Owned, or Hired Automobiles) written at least as broad as Insurance Services Office Form Number CA 0001 with limits of no less than two million dollars ($2,000,000) per accident for bodily injury and property damage. 10.3 Worker's Compensation in statutory required limits and Employer's Liability in an amount of not less than one million dollars ($1,000,000) per accident for bodily injury or disease. This policy shall be endorsed to include a waiver of subrogation endorsement. 10.4 Professional Liability Insurance in the amount of $1 ,000,000 per claim and $1,000,000 aggregate. 10.4.1 At the end of the agreement period, Consultant shall maintain, at its own expense, continued Professional Liability insurance of not less than five (5) years, in an amount no less than the amount required pursuant to this Agreement Service Provider: City of Chula Vista Board Date: N/A Requesting Department: Environmental Services Page 7 of 15 7-12 10.4.2 Alternately, if the existing Professional Liability is terminated during the above referenced five-year period, Consultant shall maintain at its own expense, "tail" coverage in the same minimum amount as set forth in this paragraph. 10.4.3 All coverages under this section shall be effective as of the effective date of this Agreement or provide for a retroactive date of placement that coincides with the effective date. of this Agreement. Service Provider shall furnish District with certificates of insurance coverage for all the policies described above upon execution of this Agreement and upon renewal of any of these policies. A Certificate of Insurance in the form acceptable to the District, an exemplar Certificate of Insurance is attached as Exhibit A and made a part hereof, evidencing the existence of the necessary insurance policies and endorsements required shall be kept on file with the District. Except in the event of cancellatio8 for non-payment of premium, in which case notice shall be 10 days, all such certificates shall indicate that the insurer must notify District in writing at least 30 days in advance of any change in, or cancellation of, coverage. Service Provider shall also provide notice to District prior to cancellation of, or any change in, the stated coverages of insurance. The Certificate of Insurance must delineate the name of the insurance company affording coverage and the policy number(s) specifically referenced to each type of insurance, either on the fact of the certificate or on an attachment thereto. If an addendum setting forth multiple insurance companies or underwriters is attached to the certificate of insurance, the addendum shall indicate the insurance carrier or underwriter who is the lead carrier and the applicable policy number for the CGL coverage. SeliJice Provider: City of Chula Vista Board Date: N/A Requesting Department: Environmental SelVices Page 8 of 15 7-13 Furnishing insurance specified herein by the District will in no way relieve or limit any responsibility or obligation imposed by the Agreement or otherwise on Service Provider or Service Provider's sub-contractors or any tier of Service Provider's sub-contractors. District shall reserve the right to obtain complete copies of any of the insurance policies required herein. 11. ACCURACY OF SERVICES: Service Provider shall be responsible for the technical accuracy of its services and documents resulting therefrom and District shall not be responsible for discovering deficiencies therein. Service Provider shall correct such deficiencies without additional compensation. Furthermore, Service Provider expressly agrees to reimburse District for any costs incurred as a result of such deficiencies. Service Provider shall make decisions and carry out its responsibilities hereunder in a timely manner and shall bear all costs incident thereto so as not to delay the District, the project, or any other person related to the project, including the Service Provider or its agents, employees, or subcontractors. 12. INDEPENDENT CONTRACTOR: Service Provider and any agent or employee of Service Provider shall act in an independent capacity and not as officers or employees of District. The District assumes no liability for the Service Provider's actions and performance, nor assumes responsibility for taxes, bonds, payments or other commitments, implied or explicit by or for the Service Provider. Service Provider shall not have authority to act as an agent on behalf of the District unless specifically authorized to do so in writing. Service Provider acknowledges that it is aware that because it is an independent contractor, District is making no deductions from its fee and is not contributing to any fund on its behalf. Service Provider disclaims the right to any fee or benefits except as expressly provided for in this Agreement. 13. ADViCE OF COUNSEL: The parties agree that they are aware that they have the right to be advised by counsel with respect to the negotiations, terms and Service Provider: City of Chufa Vista Board Date: N/A Requesting Department: Environmental Services Page 9 of 15 7-14 conditions of this Agreement, and that the decision of whether or not to seek the advice of counsel with respect to this Agreement is a decision which is the sole responsibility of each of the parties hereto. This Agreement shall not be construed in favor of or against either party by reason of the extent to which each party participated in the drafting of the Agreement. The formation, interpretation and performance of this Agreement shall be governed by the laws of the State of California. 14. INDEPENDENT REVIEW: Each party hereto declares and represents that in entering into this Agreement it has relied and is relying solely upon its own judgment, belief and knowledge of the nature, extent, effect and consequence relating thereto. Each party further declares and represents that this Agreement is being made without reliance upon any statement or representation not contained herein of any other party, or any representative, agent or attorney of any other party. 15. INTEGRATION AND MODIFICATION: ThIs Agreement contains the entire Agreement between the parties and supersedes all prior negotiations, discussion, obligations and rights of the parties in respect of each other regarding the subject matter of this Agreement. There is no other written or oral understanding between the parties. No modifications, amendment or alteration of this Agreement shall be valid unless it is in writing and signed by the parties hereto. 16. OWNERSHIP OF RECORDS: Any and all materials and documents, including without limitation drawings, specifications, computations, designs, plans, investigations and reports, prepared by Service Provider pursuant to this Agreement, shall be the property of District from the moment of their preparation and the Service Provider shall deliver such materials and documents to District at the Don L. Nay Port Administration Building (located at 3165 Pacific Highway, San Diego. California 92101) whenever requested to do so by District. However, Service Provider: City of Chula Vista Board Date: N/A Requesting Department: Environmental Services Page 10 of 15 7-15 Service Provider shall have the right to make duplicate copies of such materials and documents for its own file, or other purposes as may be expressly authorized in writing by District. Said materials and documents prepared or acquired by Service Provider pursuant to this Agreement (including any duplicate copies kept by the Service Provider) shall not be shown to any other public or private person or entity, except as authorized by District. Service Provider shall not disclose to any other public or private person or entity any information regarding the activities of District, except as expressly authorized in writing by District. 17. TERMINATION: In addition to any other rights and remedies allowed by law, the Executive Director (President/CEO) of District may terminate this Agreement at any time with or without cause by giving thirty (30) days written notice to Service Provider of such termination and specifying the effective date thereof. In that event, all finished or unfinished documents and other materials shall at the option of District be delivered by Service Provider to the Don L. Nay Port Administration Building (located at 3165 Pacific Highway, San Diego, California 92101). Termination of this Agreement by Executive Director (President/CEO) as. provided in this paragraph shall release District from any further fee or claim hereunder by Service Provider other than the fee earned for services which were performed prior to termination but not yet paid. Said fee shall be calculated and based on the schedule as provided in this Agreement. 18. DISPUTE RESOLUTION: If a dispute arises out of or relates to this Agreement, or the alleged breach thereof, and is not settled by direct negotiation or such other procedures as may be agreed, and if such dispute is not otherwise time barred, the parties agree to first try in good faith to settle the dispute amicably by mediation administered at San Diego, California, by the American Arbitration Association, or by such other provider as the parties may mutually select, prior to initiating any litigation or arbitration. Notice of any such dispute must be filed in. writing with the other party within a reasonable time after the dispute has arisen. Service Provider: City of Chula Vista Board Date: N/A Requesting Department: Environmental Services Page11of15 7-16 Any resultant Agreements shall be documented and may be used as the basis for an amendment or directive as appropriate. If mediation is unsuccessful in settling all disputes that are not otherwise time barred, and if both parties agree, any still unresolved disputes may be resolved by arbitration administered at San Diego, California, by the American Arbitration Association, or by such other provider as the parties may mutually select, provided, however, that the Arbitration Award shall be non-binding and advisory only. Any resultant Agreements shall be documented and may be used as the basis for an amendment or directive as appropriate. On demand of the arbitrator or any party to this Agreement, sub-contractor and all parties bound by this arbitration provision agree to join in and become parties to the arbitration proceeding. The foregoing mediation and arbitration procedures notwithstanding, all claim filing requirements of the Agreement documents, the California Government Code, and otherwise, shall remain in full force/and effect regardless of whether or not such dispute avoidance and resolution procedures have been implemented, and the time periods within which claims are to be filed or presented to the District Clerk as required by said Agreement, Government Code, and otherwise, shall not be waived, extended or tolled thereby. If a claim is not timely filed or presented, such claim shall be time barred and the above dispute avoidance and resolution procedures, whether or not implemented or then pending, shall likewise be time barred as to such claims. 19. PAYMENT BY DISTRICT: Payment by the District pursuant to this Agreement does not represent that the District has made a detailed examination, audit, or arithmetic verification of the documentation submitted for payment by the Service Provider, made an exhaustive inspection to check the quality or quantity of the services performed by the Service Provider, made an examination to ascertain how or for what purpose the Service Provider has used money previously paid on Service Provider: City of Chula Vista Board Date: N/A Requesting Department: Environmental Services Page 12 of 15 7-17 account by the District, or constitute a waiver of claims against the Service Provider by the District. The District may in its sole discretion withhold payments or seek reimbursement from the Service Provider for expenses, miscellaneous charges, or other liabilities or increased costs incurred or anticipated by the District which are the fault of or as result of work performed or negligent conduct by or on behalf of the Service Provider. Upon five (5) day written notice to the Service Provider, the District shall have the right to estimate the amount of expenses, miscellaneous charges, or other liabilities or increased costs and to cause the Service Provider to pay the same; and the amount due the Service Provider under this Agreement or the whole or so much of the money due or to become due to the Service Provider under this Agreement as may be considered reasonably necessary by the District shall be retained by the District until such. expenses, miscellaneous charges, or other liabilities or increased costs shall have been corrected or otherwise disposed of by the Service Provider at no expense to the District. If such expenses, miscellaneous charges, or other liabilities or increased costs are not corrected or otherwise disposed of at no expense to the District prior to completion da',te of the Agreement, the District is authorized to pay for such expenses, miscellaneous charges, or other liabilities or increased costs from the amounts retained as outlined above or to seek reimbursement of same from the Service Provider. It is the express intent of the parties to this Agreement to protect the District from loss because of conduct by or on behalf of the Service Provider. 20. CAPTIONS: The captions by which the paragraphs of this Agreement are identified are for convenience only and shall have no effect upon its interpretation. 21. EXECUTiVE DIRECTOR'S SIGNATURE: It is an express condition of this Agreement that said Agreement shall not be complete nor effective until signed by either the Executive Director (President/CEO) or Authorized Designee on behalf of the District and by Authorized Representative of the Service Provider. Page 13 of 15 Service Provider: City of Chula Vista Board Date: N/A Requesting Department: Environmental Services 7-18 21.1 Submit all correspondence, including invoices, regarding this Agreement, including Insurance Certificates and Endorsements to: David Merk, Director Environmental Services Department San Diego Unified Port District P.O. Box 120488 San Diego, CA 92112-0488 Tel: (619) 686-6254 Fax: (619) 686-6467 Email: dmerk@portofsandiego.org 21.2 The Service Provider's Authorized Representative assigned below has the authority to authorize changes to the scope, terms and conditions of this Agreement: Buck Martin, Director Chula Vista Nature Center 1000 Gunpowder Point Drive Chula Vista, CA 91910-1201 Tel: (619) 409-5900 Fax: (619) 409-5910 Email: bmartin@ci.chula-vista.ca.us .' I Service Provider: City of Chula Vista Board Date: N/A Requesting Department: Environmental Se0lices Page 14 or 15 7-19 21.3 Written notification to the other party shall be provided, in advance, of changes in the name or address of the designated Authorized Representative. SAN DIEGO UNIFIED PORT DISTRICT David Merk Director, Environmental Services PORT ATTORNEY Duane E. Bennett CITY OF CHULA VISTA Cheryl Cox Mayor Approved as to form: CITY ATTORNEY Bart Miesfeld, Interim City Attorney , , Service Provider: City of Chula Vista Board Date: NJA Requesting Department: Environmental Services Page 15 of 15 7-20 ATTACHMENT A SCOPE OF SERVICES San Diego Unified Port District The District and Service Provider desire to combine efforts in order to continue an ongoing Education Program focused on San Diego Bay wildlife and habitats. Services Provided bv the City: 1) Curriculum and instruction of the Education Program for up to 90 classes. These classes will consist of approximately 30 third grade classes within the District's School Partnership Program (Logan, Bayside, Harborside, Silver Gate, Silver Strand, Perkins and Kimball), and up to, but not exceeding, 60 classes (of all grades) from other schools within the San Diego Bay watershed. 2) Curriculum and instruction of the teacher-training program for the teachers participating in the Program. 3) Program administration. 4) Educational staff required to run the Project. 5) Project facilities. 6) Transportation for students and teachers by school bus or trolley to the Chula Vista I Nature Center. 7) Implementation of an Effectiveness Assessment consisting of pre- and post-tests to be administered to all participating students. The pre- and post-tests will be geared towards the third grade level and consist of at least five multiple-choice questions. Pre-tests will be mailed to the teachers before the Education Program occurs so that they can be administered in the classroom. Post-tests will be sent back with the teachers to be administered in the classroom after the Education Program takes place. All tests will be returned to the District for scoring and completion of the Effectiveness Assessment. 8) A short report on the Project, including the numbers of students who participated and a list of the participating schools. Attachment A Service Provider: City of Chura Vista Board Date: N/A Requesting Department: Environmental Ser.-ices Page 1 of 1 7-21 ATTACHMENT B COMPENSATION & INVOICING San Diego Unified Port District I. COMPENSATION: For the satisfactory performance and completion of the services under this Agreement, District shall pay Service Provider compensation as set forth hereunder. A. Service Provider shall be compensated by District with four lump sum payments as outlined below for services to be. performed on an annual basis for four years, totaling $60,000 (Sixty Thousand Dollars) for the life of the Agreement. Fiscal Year 2008-2009 2009-2010 2010-2011 2011-2012 Lump Sum Payment $15,000 $15,000 $15,000 $15,000 II. INVOICING: A. Payment Documentation. As a prerequisite to payment for services, . Service Provider shall invoice District annually for services to be performed. Service Provider shall include the following information on each invoice submitted for payment by District, in addition to the information required in Section I, above: 1) The following certification phrase, with printed name, title and signature of Service Provider's. project manager or designated representative: "I certify under penalty of perjury that the above statement is just and correct according to the terms of Document No. , and that payment has not been received." 2) Dates of service provided 3) Date of invoice Attachment 8 Service Provider: City of Chula Vista Board Date: N/A Requesting Department: Environmental Services Page 1 of 2 7-22 4) A unique invoice number District shall, at its discretion, return to Service Provider, without payment, any invoice, which has been submitted without the above information and certification phrase. B. Invoices shall be mailed to the attention of: Kelly Makley, Environmental Services Department, P.O. Box 120488, San Diego Unified Port District, San Diego, CA 92112-0488. C. Should District contest any portion of an invoice, that portion shall be held for resolution, but the uncontested balance shall be processed for payment. District may, at any time, conduct an audit of any and all records kept by Service Provider for the Services. Any overpayment discovered in such an audit may be charged against the Service Provider's future invoices and any retention funds. D. Service Provider shall submit all invoices within thirty (30) days of completion of work. Payment will be made to Service Provider within thirty (30) days after receipt by District of a proper invoice. , , Attachment B Service Provider: City of Chula Vista Board Date: N/A Requesting Department; Environmental Services Page 2 of2 7-23 By signing this fonm, the authorized agent or broker certifies the following: (1) The Policy or Poiicies described below have been issued by the noted Insurer(s) [Insurance Company(ies)] to the Insured and is (are) in force at this time. (2) As required in the. Insured's Agreement(s) with the District. the poiicies include, or have been endorsed to include, the coverages or conditions of coverage noted on page 2 of this certificate. (3) Signed copies of all endorsements issued to effect require coverages or conditions of coverage are attached to this certificate. Return this form to: San Diego Unified Port District Attn: Linda Wikstrom, Audit, Risk Management & Safety P. O. Box 120488, San Diego, CA 92112-0488 FAX: 866.875-1993 Name and Address of Insured (Contractor or Vendor) SDUPD Agreement Number This certificate applies to all operations of named Insureds property in connection with all Agreements between the District and Insured. CO LTR TYPE OF INSURANCE POLICY NO. DATES LIMITS Commencement Date: Each Occurrence: Commercial General Liability $ [J Occurrence Farm [J Claims~made Form Expiration Date: General Aggregate: Retro Date Q Liquor Liability $ Deductible/SIR: S Commercial Automobile Liability Commencement Date: Each Occurrence: 0 All Autos Expiration Date: $ 0 Owned Autos 0 Non-Owned & Hired Autos ,I Workers Compensation - Statutory Commencement Date: E.L. Each Accident $ Employer's Liability Expiration Date: E.L. Disease Each Employee $ E.L. Disease Policy Limit $ Professional Liability Commencement Date: Each Claim 0 Claims Made Expiration Date: $ Retro-Active Date Excess/Umbrella Liability Commencement Date: Each Occurrence: $ Expiration Date: General Aggregate:$ CO L TR COMPANIES AFFORDING COVERAGE BEST'S RATING A B C D A. M. Best Financial Ratings of Insurance Companies Affording Coverage Must be A- VII or Better unless Approved in Writing by the District. Name and Address of Authorized Agent(s) or Broker(s) E-Mail Address: Phone: Fax Number: Signature of Authorized Agent(s) or Broker{s) Date: EXHIBIT A CERTIFICATE OF INSURANCE San Diego Unified Port District ONLY THIS CERTIFICATE OF INSURANCE WILL BE ACCEPTED Exhibit A Service Provider: City of Chula Vista Board Date: N/A Requesting Department: Environmental Sen/ices Page 1 of2 7-24 ENDORSEMENT NO. EFFECTIVE DATE POLICY NO. NAMED INSURED: GENERAL DESCRIPTION OF AGREEMENT(S) AND/OR ACTlVITY(IES): All written Agreements, contracts and leases with the San Diego Unified Port District and/or any and all activities or work performed on district premises SAN DIEGO UNIFIED PORT DISTRICT REQUIRED INSURANCE ENDORSEMENT All written Agreements, contracts, and leases with the San Diego Unified Port District and/or any and all activities or work performed on District owned premises. Notwithstanding any inconsistent statement in the policy to which this endorsement is attached or in any endorsement now or hereafter attached thereto, it is agreed as follows: 1. The San Diego Unified Port District, its officers, agents, and employees are additional insureds in relation to those operations. uses, occupations, acts, and activities described generally above, including activities of the named insured, its officers, agents, employees or invitees, or activities performed on behalf of the named insured. 2. Insurance under the policy(ies) listed on this endorsement is primary and no other insurance or self-Insured retention carried by the San Diego Unified Port District will be called upon to contribute to a loss covered by insurance for the named insured. 3. The policy(ies) listed on this endorsement will apply separately to each insured against whom claim is made or suit is brought except with respect to the limits of the insurer's liability. 4. As respects the policy(ies) listed on this endorsement, with the exception of cancellation due to nonpayment of premium, thirty (30) days written notice by certified mail, return receipt requested, will be given to the San Diego Unified Port District prior to the effective date of cancellati<Dn, change in coverage, reduction of limits or non-renewal. In the event of cancellation due to nonpayment of premium, ten (10) days written notice shall be given. Except as stated above, and not in contiict with this endorsement, nothing contained herein shall be held to waive, alter or extend any of the limits, Agreements or exclusions of the policy(ies) to which this endorsement applies. (NAME OF INSURANCE COMPANY) (SIGNATURE OF INSURANCE COMPANY AUTHORIZED REPRESENTATIVE) MAIL THIS ENDORSEMENT AND NOTICES OF CANCELLATION, LIMIT REDUCTIONS, AND CHANGES IN COVERAGE TO: San Diego Unified Port District Audit, Risk Management & Safety P.O. Box 120488 San Diego, CA 92112-0488 Exhibit A Service Provider: City of Chula Vista Board Date: N/A Requesting Department Environmental Services Page 2 of 2 7-25 CITY COUNCIL AGENDA STATEMENT ~(~ CITY OF ~-..:s (HUlA VISTA Jill Y 22, 2008, Item~ ITEM TITLE: RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA APPROVING THE AGREEMENT WITH THE SAt'\! DIEGO UNIFIED PORT DISTRICT FOR AN ENDANGERED LIGHT-FOOTED CLAPPER RAIL PROPAGATION PROGRAM'" THE CHULA VISTA NATURE CENTER. RECREATION D~~ CITY MANAGER ~ - ASSISTAt'\!T CITY 1, AGER =;>'/ SUBMITTED BY: REVIEWED BY: 4/STHS VOTE: YES D NO 0 SUMMARY Nature Center staff has been working with the San Diego Unified Port District to partner in the coordination of a propagation program at the Chula Vista Nature Center for the critically endangered Light-footed Clapper Rail. The Nature Center currently participates in a breeding program for these birds along with other agencies, including the U.S. Fish and Wildlife Service. ENVIRONlVIENTAL REVIEW The Environmental Review Coordinator has reviewed the proposed project for compliance with the California Environmental Quality Act (CEQA) and has determined that the project qualifies for a Class 7 categorical exemption pursuant to Section 15307 (Actions by Regulatory Agencies for Protection of Natural Resources) of the State CEQA Guidelines. Thus, no further environmental review is necessary. RECOM..IVIENDATION Council adopts the resolution. BOARDS/COMMISSION RECOMMENDATION Not applicable. 8-1 JUL Y 22, 2008, Item q Page 2 of3 DISCUSSION Nature Center staff has been working with the San Diego Unified Port District (port) to partner in the coordination of a propagation program at the Chula Vista Nature Center (CVNC) for the critically endangered Light-footed Clapper Rail. The Nature Center currently participates in a breeding program for these birds along with other agencies, including the U.S. Fish and Wildlife Service. The Light-footed Clapper Rail, Rallus longirostris levipes, is a year-round resident (non- migratory). Its population has been declining due to the loss of its habitat: coastal salt and freshwater marshes. It was listed as federally endangered in 1970. The Nature Center actively participates in a breeding program, which has successfully released over 170 captive-bred birds into the wild. According to the agreement, the City agrees to the following components of the project at the Nature Center: . The CVNC shall maintain a minimum of two breeding pairs of Light-footed Clapper Rails (rails). . The CVNC shall continue husbandry, exhibition and breeding of the rail pairs. . The CVNC shall continue prerelease conditioning, observation and care for all captive-bred rails by CVNC staff. a The CVNC shall continue yearly rail surveys in the spring. a The CVNC shall improve rail-breeding opportunities by deploying and maintaining . , artificial nest structures to assist with breeding success. . The CVNC shall release young rails into the wild, in conjunction with the U.S. Fish and Wildlife Service. Since 2000, the CVNC has released over 170 young rails into the wild. a The CVNC shall acknowledge support from the Port and the environmental fund in publications and during events. a The CVNC shall provide proof of matching funds. a Once the project is completed, the CVNC shall make a presentation to the Board of Port Commissioners, Environmental Committee, and/or Port Environmental Department Staff. a The CVNC shall provide written progress reports in January 2009, July 2009, January 2010, July 2010, January 2011, and a final report in June 2011. This agreement is the renewal of the ongoing partnership between the Port and the Nature Center for Clapper Rail breeding. The matching funds described in the agreement currently exist within the Nature Center budget. Funds currently budgeted include staffing, supplies, maintenance costs, and animal food costs. In the past, the agreement has been issued on an annual basis; however, the new proposed agreement provides a three-year term. The Port will compensate the City with semi-annual payments of $15,000. 8-2 JULv 77 7008 I c'. L __,_ , tem~ Page 3 of3 DECISION MAKER CONFLICT Staff has reviewed the property holdings of the City Council and has found no property holdings within 500 feet of the boundaries of the property which is the subject of this action. FISCAL IMPACT The agreement will provide an increase of $30,000 in annual general fund revenue for Nature Center operations. Actual costs to support the program (such as animal food) are expected to be minimal and can be absorbed by the approved operating budget. ATTACHMENTS A. Agreement Between San Diego Unified Port District and City of Chula Vista for Light-footed Clapper Rail Propagation Program Prepared by: Kerry Laube, Program }vfanager, Nature Center , ! 8-3 RESOLUTION NO. 2008- RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA APPROVING AN AGREEMENT WITH THE SAN DIEGO UNIFIED PORT DISTRICT FOR A LIGHT-FOOTED CLAPPER RAIL PROPAGATION PROGRAM AT THE CHULA VISTA NATURE CENTER. WHEREAS, the San Diego Unified Port District ("Port") wishes to partner with the Chula Vista Nature Center in the coordination of a propagation program at the Chula Vista Nature Center for the critically endangered Light-footed Clapper Rail (Rail); and WHEREAS, over 170 captive-bred birds have been released into the wild since the Nature Center established the program in 2002; and \VHEREAS, the proposed project makes use of the existing breeding program staff and supplies at the Chula Vista Nature Center, in conjunction with the U.S. Fish and Wildlife Service and other like agencies. NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Chula Vista does hereby approve the agreement with the San Diego Unified Port District and the City of Chula Vista for Light-footed Clapper Rail Propagation Program at the . J Chula Vista Nature Center. ! Proposed by Approved as to form by Buck Martin Recreation Director ~~ d- L~ )~~ Bart Miesfeld (/ Interim City Attorney 8-4 THE A IT ACHED AGREEMENT HAS BEEN REVIE 'NED ANTI APPROVED AS TO FORi\1 BY THE CITY ATTORi"\!EY'S OFFICE AND WILL BE FORi\1ALL Y SIGNED UPON APPROVAL BY THE CITY COUNCIL .~L~~ (L k~ i-t~ Bart C. Miesfeld (J Interim City Attorney Dated: 7//Jh1 I I Agreement between San Diego Unified Port District and City of Chula Vista for Light-Footed Clapper Rail Propa,gation Program 8-5 AGREEMENT BETWEEN SAN DIEGO UNIFIED PORT DISTRICT and CITY OF CHULA VISTA for LIGHT-FOOTED CLAPPER RAIL PROPAGATION PROGRAM The partieslo this Agreement are the SAN DIEGO UNIFIED PORT DISTRICT (District), a public corporation and THE CITY OF CHULA VISTA (Service Provider), a municipal corporation. Both parties agree to the following: 1. SCOPE OF SERVICES: Service Provider shall furnish all technical and professional labor, and materials to satisfactorily comply with Attachment A, Scope of Services as requested by District. Service Provider shall keep the Executive Director of the District or his designated representative informed of the progress of said services at a[1 times. i 2. TERM OF AGREEMENT: This Agreement shall commence on July 1, 2008, and shall terminate on June 30, 2011, subject to earlier termination as provided below. 3. COMPENSATION: For performance of services rendered pursuant to this Agreement and as further described in Attachment B, Compensation and Invoicing; District shall compensate Service Provider based on the following, subject to the limitation of the maximum expenditure provided herein: 3.1 Maximum Expenditure. The maximum expenditure under this Agreement shall not exceed $30,000 for each year of services for a total Agreement amount not to exceed $90,000. Said expenditure shall include without limitation all sums, charges, reimbursements, costs and expenses. Service ?rovider: C tV of Chula Visca Board Date: Ju~e 1 ,'2003 Requescing Depa~tme t: 2nviror-ment~1 Se~~ices Page 1 of 15 8-6 Service Provider shall not be required to perform further services after compensation has been expended. 3.2 Lump Sum Payments. District shall pay Service Provider Fifteen Thousand Dollars ($15,000) semi-annually. As a prerequisite to payment for services, Service Provider shall invoice District on a semi-annual basis based on progress reports as described in subparagraph (3.3) below. Service Provider shall submit one (1) original and one (1) copy of each statement for payment in the format and containing the information specified in Exhibits A and B. 3.3 Progress Documentation. Service Provider shall provide District progress reports in January 2009, July 2009, January 2010, July 2010 January 2011 and a final report in June 2011. Progress reports shall include a description of work completed, anticipated work for the next reporting period, percentage of work complete, and the expected I completion date for remaining work. I The report shall identify problem areas and important issues that may affect project cost and/or schedule. The report shall present actual percent completion versus planned percent completion. 4. RECORDS: In accordance with generally accepted accounting principles, Service Provider shall maintain full and complete records of the cost of services performed under this Agreement. Such records shall be open to inspection of District at all reasonable times in the City of San Diego and such records shall be kept for at least three (3) years after the termination of this Agreement. Such records shall be maintained by Service Provider for a period of three (3) years after completion of services to be performed under this Agreement or until Page 2 of 15 Se~ice Provider: City oE Chula Vista Board Date: June 10, 2008 Reques~ing Depa=tment: Envircnmental Services 8-7 all disputes, appeals, litigation or claims arising from this Agreement have been resolved, whichever is later. Service Provider understands and agrees that District, at all times under this Agreement, has the right to review project documents and work in progress and to audit financial records, whether or not final, which Service Provider or anyone else associated with the work has prepared or which relate to the work which Service Provider is performing for District pursuant to this Agreement regardless of whether such records have previously been provided to District. Service Provider shall provide District at Service Provider's expense a copy of all such records within five (5) working days of a written request by District. District's right shall also include inspection at reasonable times of the Service Provider's office or facilities, which are engaged in the performance of services pursuant to this Agreement. Service Provider shall, at no cost to District furnish reasonable facilities and assistance for such review and audit. Service Provider's failure to provide the records within the time requested shall preclude Service Provider , from receiving any compensation due under this Agreement until such documents are provided. 5. SERVICE PROVIDER'S SUB-CONTRACTORS: It may be necessary for Service Provider to sub-contract for the performance of certain technical services or other services for Service Provider to perform and complete the required services; provided, however, all Service Provider's sub-contractors shall be subject to prior written approval by District. The Service Provider shall remain responsible to District for any and all services and obligations required under this Agreement, whether performed by Service Provider or Service Provider's sub- contractors. Service Provider shall compensate each Service Provider's sub. contractors in the time periods required by law. Any Service Provider's sub- contractors employed by Service Provider shall be independent Service Providers and not agents of District. Service Provider shall insure that Service Serrice Provider: City of Chula Vista Board Date: June 10, 2008 Requesting Department: Environmental Services Page 3 of 15 8-8 Provider's sub-contractors satisfy all substantive requirements for the work set forth by this Agreement, including insurance and indemnification. Listed below are the firms that the District has approved as Service Provider's sub-contractors to provide services under this Agreement: NAME OF FIRM TYPE OF SERVICES PROVIDED No subcontractors will be used without the written consent of District Service Provider shall also include a clause in its Agreements with Service Provider's sub-contractors which reserves the right, during the performance of this Agreement and for a period of three (3) years following termination of this Agreement, for a District representative to audit any cost, compensation or settlement resulting from any items set forth in this Agreement. This clause shall also require Service Provider's sub-contractors to retain all necessary records for a period of three (3) years after completion of services to be performed under this .1 Agreement or until all disputes, appeals, litigation or claims arising from this Agreement have been resolved, whichever is later. 6. COMPLIANCE: In performance of this Agreement, Service Provider and Service Provider's sub-contractors shall comply with the California Fair Employment and Housing Act, the American with Disabilities Act, and all other applicable federal, state, and local laws prohibiting discrimination, including without limitation, laws prohibiting discrimination because of age, ancestry, color, creed, denial of family and medical care leave, disability, marital status, medical condition, national origin, race, religion, sex, or sexual orientation. Service Provider shall comply with the prevailing wage provisions of the Labor Code, and the Political Reform Act provisions of the Government Code, as applicable. Se~rice Provider: Cicy of Chula Vista Board Date: June 10, 2008 Requestir.g De~artment: Envircnmental Se~rices Page 4 of 15 8-9 Service Provider shall comply with all Federal and State laws, and district Ordinances and Regulations applicable to the performance of services under this Agreement as exist now or as may be added or amended. 7. INDEPENDENT ANALYSIS: Service Provider shall provide the services required by this Agreement and arrive at conclusions with respect to the rendition of information, advice or recommendations, independent of the control and direction of District, other than normal contract monitoring provided, however, Service Provider shall possess no authority with respect to any District decision beyond rendition of such information, advice, or recommendations. 8. ASSIGNMENT: This is a personal services Agreement between the parties and Service Provider shall not assign or transfer voluntarily or involuntarily any of its rights, duties, or obligations under this Agreement without the express written consent of Executive Director (President/CEO) of District in each instance. ,I 9. INDEMNIFICATION: ,I 9.1 Indemnification for Non-Professional Services: To the fullest extent provided by law with respect to all liability except liability for Professional Services, covered under Section 9.2, the Service Provider agrees to defend, indemnify, protect and hold harmless District, its agents, officers and employees, from and against any claim, demand, action, proceeding, suit or liability for damages, costs (including reasonable attorneys' fees) or expenses for damages to property or the loss of use thereof or injuries or death to any person (including Service Provider's employees), caused by, arising out of or related to the performance of, Service Provider as provided in the Scope of Services, or failure to act by Service Provider, its officers, agents, and employees. The Service Provider's duty to defend, indemnify, protect, and hold harmless shall not include any claims or Se=vice Provider: City of Chula Vista 3ca=~ Date: June 10,-2008 Requesti~g Depa=tmen~: Env~=onme~~al Se~~ices Page 5 of 15 8-10 liabilities arising from the active negligence, sole negligence or willful misconduct of District, its agents, officers, or employees. The Service Provider further agrees that the indemnification, including the duty to defend District, requires the Service Provider to pay reasonable attorneys' fees and costs District incurs that are associated with enforcing the indemnification provision, and defending any claims, demands, or liabilities arising from the services of the Service Provider performed pursuant to this Agreement. District may, at its own election, conduct its defense, or participate in the defense of any claim demand related in any way to the Agreement. If District chooses at its own election to conduct its own defense, participate in its own defense or obtain independent legal counsel in defense of any claim, demand or liability related to Service Provider's Scope of Services, the Service Provider agrees to pay the reasonable value of attorneys' fees " and all of District's costs associated witli its defense. 9.2 Indemnification for Professional Services: To the fullest extent provided by law, the Service Provider agrees to defend, indemnify, protect and hold harmless District, its agents, officers and employees from and against any and all claims, demands, liability for any damages, costs (including reasonable attorneys' fees and costs), or expenses, arising from the actions or omissions of the Service Provider as provided in the Scope of Services. The Service Provider's duty to defend, indemnify, protect, and hold harmless shall not include any claims or liabilities arising from the active negligence, sole negligence or willful misconduct of District, its agents, officers, or employees. Service Provider: City of Chula Vista Bear:: Date: June 10, 2008 Requesting Department: Environmental SerJices Page 6 of 15 8-11 The Service Provider further agrees that the indemnification, including the duty to defend District, requires the Service Provider to pay reasonable attomeys' fees and costs District incurs that are associated with enforcing the indemnification provision, and defending any claims, demands, or liabilities arising from the services of the Service Provider performed pursuant to this Agreement. District may, at its own election, conduct its defense, or participate in the defense of any claim or demand related in any way to the Agreement. If District chooses at its own election to conduct its own defense, participate in its own defense or obtain independent legal counsel in defense of any claim, demand or liability related to the Scope of Services, the Service Provider agrees to pay the reasonable value of attorneys' fees and all of District's costs associated with its defense. 10. INSURANCE REQUIREMENTS: Service Provider shall at all times during the I term of this Agreement maintain, at its expehse, the following minimum levels and types of insurance: 10.1 Commercial Generai Liability (including, without limitation, Contractuai Liability, Personal and Advertising Injury, and Products/Completed Operations) coverages, with coverage at least as broad as Insurance Services Office Commercial General Liability Coverage (occurrence Form CG 0001) with limits no less than two million dollars ($2,000,000) per occurrence for bodily injury, personal injury and property damage. a. The deductible or self-insured retention on this Commercial General Liability shall not exceed $5,000 unless District has approved of a higher deductible or self-insured retention in writing. Service P~ovider: City of Chula Vista Board Date: June 10,-2008 Requesting Department: Environmental Services Page 7 of 15 8-12 b. The Commercial General Liability policy shall be endorsed to include the District; its agents, officers and employees as additional insureds in the form as required by the District. An exemplar endorsement is attached (Exhibit A, Certificate of Insurance). c. The coverage provided to the District, as an additional insured, shall be primary. 10.2 Commercial Automobile Liability (Owned, Scheduled, Non-Owned, or Hired Automobiles) written at least as broad as Insurance Services Office Form Number CA 0001 with limits of no less than two million dollars ($2,000,000) per accident for bodily injury and property damage. 10.3 Worker's Compensation in statutory required limits and Employer's Liability in an amount of not less than one million dollars ($1,000,000) per accident for bodily injury or disease. This policy shall be endorsed to include a waiver of subrogation endorsement. , , 10.4 Professional Liability Insurance in the amount of $1,000,000 per claim and $1,000,000 aggregate. At the end of the agreement period, Consultant shall maintain, at it's own expense, continued Professional Liability insurance of not less than five (5) years, in an amount no less than the amount required pursuant to this Agreement a. Alternately, if the existing Professional Liability is terminated during the above referenced five-year period, Consultant shall maintain at its own expense, "tail" coverage in the same minimum amount as set forth in this paragraph. Page 8 of 15 Ser/ice ~rovicer: City ~f Chula Vis~a Board Date: June 10, .2008 Requesting De?art~ent: Environmental Se~Eices 8-13 b. All coverages under this section shall be effective as of the effective date of this Agreement or provide for a retroactive date of placement that coincides with the effective date of this Agreement. Service Provider shall furnish District with certificates of insurance coverage for all the policies described above upon execution of this Agreement and upon renewal. of any of these policies. A Certificate of Insurance in the form acceptable to the District, an exemplar Certificate of Insurance is attached as Exhibit A and made a part hereof, evidencing the existence of the necessary insurance policies and endorsements required shall be kept on file with the District. Except in the event of cancellation for non-payment of premium, in which case notice shall be 10 days, all such certificates shall indicate that the insurer must notify District in writing at least 30 days in advance of any change in, or cancellation of, coverage. Service Provider shall also provide notice to District prior to cancellation of, or any change in, the stated coverages of insurance. " The Certificate of Insurance must delineate the name of the insurance company affording coverage and the policy number(s) specifically referenced to each type of insurance, either on the fact of the certificate or on an attachment thereto. If an addendum setting forth multiple insurance companies or underwriters is attached to the certificate of insurance, the addendum shall indicate the insurance carrier or underwriter who is the lead carrier and the applicable policy number for the CGL coverage. Furnishing insurance specified herein by the District will in no way relieve or limit any responsibility or obligation imposed by the Agreement or otherwise on Service Provider or Service Provider's sub-contractors or any tier of Service Provider's sub-contractors. District shall reserve the right to obtain complete copies of any of the insurance policies required herein. SerJice Provider: city of Chula Vista Board Date; June 10,+2008 Requesting Depa=tmenc; ~nvircnmental SerJ~Ce5 Page 9 of 15 8-14 11. ACCURACY OF SERVICES: Service Provider shall be responsible for the technical accuracy of its services and documents resulting therefrom and District shall not be responsible for discovering deficiencies therein. Service Provider shall correct such deficiencies without additional compensation. Furthermore, Service Provider expressly agrees to reimburse District for any costs incurred as a result of such deficiencies. Service Provider shall make decisions and carry out its responsibilities hereunder in a timely manner and shall bear all costs incident thereto so as not to delay the District, the project, or any other person related to the project, including the Service Provider or its agents, employees, or subcontractors. 12. INDEPENDENT CONTRACTOR: Service Provider and any agent or employee of Service Provider shall act in an independent capacity and not as officers or employees of District. The District assumes no liability for the Service Provider's actions and performance, nor assumes responsibility for taxes, bonds, payments or other commitments, implied or explicit by 'ot for the Service Provider. Service Provider shall not have authority to act as an agent on behalf of the District unless specifically authorized to do so in writing. Service Provider acknowledges that it is aware that because it is an independent contractor, District is making no deductions from its fee and is not contributing to any fund on its behalf. Service Provider disclaims the right to any fee or benefits except as expressly provided for in this Agreement. 13. ADVICE OF COUNSEL: The parties agree that they are aware that they have the right to be advised by counsel with respect to the negotiations, terms and conditions of this Agreement, and that the decision of whether or not to seek the advice of counsel with respect to this Agreement is a decision which is the sole responsibility of each of the parties hereto. This Agreement shall not be construed in favor of or against either party by reason of the extent to which each Service Provider: City of Chula Vista Beard Dat~: June 10,"2003 ~eques~ing Depa=~merr~: Environmental Ser.ices Page 10 of 15 8-15 party participated in the drafting of the Agreement. The formation, interpretation and performance of this Agreement shall be governed by the laws of the State of California. 14. INDEPENDENT REVIEW: Each party hereto declares and represents that in entering into this Agreement it has relied and is relying solely upon its own judgment, belief and knowledge of the nature, extent, effect and consequence relating thereto. Each party further declares and represents that this Agreement is being made without reliance upon any statement or representation not contained herein of any other party, or any representative, agent or attorney of any other party. 15. INTEGRATION AND MODIFICATION: This Agreement contains the entire Agreement between the parties and supersedes all prior negotiations, discussion, obligations and rights of the parties in respect of each other regarding the subject matter of this Agreement. There is no other written or oral " understanding between the parties. No modifications, amendment or alteration of this Agreement shall be valid unless it is in writing and signed by the parties hereto. 16. OWNERSHIP OF RECORDS: Any and all materials and documents, including without limitation drawings, specifications, computations, designs, plans, investigations and reports, prepared by Service Provider pursuant to this Agreement, shall be the property of District from the moment of their preparation and the Service Provider shall deliver such materials and documents to District at the Don L. Nay Port Administration Building (located at 3165 Pacific Highway, San Diego, California 92101) whenever requested to do so by District. However, Service Provider shall have the right to make duplicate copies of such materials and documents for its own file, or other purposes as may be expressly authorized in writing by District. Said materials and documents prepared or acquired by Page 11 of 15 Ser~ice Provide=: City of Chula Vista Board Date: June 10, 2008 Requesting !Jepart:me~':; ::;r,:/i::"c:,~men':3.1 Ser<.rices 8-16 Service Provider pursuant to this Agreement (including any duplicate copies kept by the Service Provider) shall not be shown to any other public or private person or entity, except as authorized by District. Service Provider shall not disclose to any other public or private person or entity any information regarding the activities of District, except as expressly authorized in writing by District. 17. TERMINATION: In addition to any other rights and remedies allowed by law, the Executive Director (President/CEO) of District may terminate this Agreement at any time with or without cause by giving thirty (30) days written notice to Service Provider of such termination and specifying the effective date thereof. In that event, all finished or unfinished documents and other materials shall at the option of District be delivered by Service Provider to the Don L. Nay Port Administration Building (located at 3165 Pacific Highway, San Diego, California 92101). Termination of this Agreement by Executive Director (President/CEO) as provided in this paragraph shall release District from any further fee or claim hereunder by Service Provider other than the fee earned for services which were I performed prior to termination but not yet paid. Said fee shall be calculated and based on the schedule as provided in this Agreement. 18. DISPUTE RESOLUTION: If a dispute arises out of or relates to this Agreement, or the alleged breach thereof, and is not settled by direct negotiation or such other procedures as rnay be agreed, and if such dispute is not otherwise time barred, the parties agree to first try in good faith to settle the dispute amicably by mediation administered at San Diego, California, by the American Arbitration Association, or by such other provider as the parties may mutually select, prior to initiating any litigation or arbitration. Notice of any such dispute must be filed in writing with the other party within a reasonable time after the dispute has arisen. Any resultant Agreements shall be documented and may be used as the basis for an amendment or directive as appropriate. Service Provider: City of Chula Vista Board Date: June 10, 2008 Requesting Depa=tmen~: En~iro~menta~ Se~Jices Page 12 of 15 8-17 If mediation is unsuccessful in settling all disputes that are not otherwise time barred, and if both parties agree, any still unresolved disputes may be resolved by arbitration administered at San Diego, California, by the American Arbitration Association, or by such other provider as the parties may mutually select, provided, however, that the Arbitration Award shall be non-binding and advisory only. Any resultant Agreements shall be documented and rnay be used as the basis for an amendrnent or directive as appropriate. On demand of the arbitrator or any party to this Agreement, sub-contractor and all parties bound by this arbitration provision agree to join in and become parties to the arbitration proceeding. The foregoing mediation and arbitration procedures notwithstanding, all claim filing requirements of the Agreement documents, the California Government Code, and otherwise, shall remain in full force and effect regardless of whether or not such dispute avoidance and resolution procedures have been implemented, and the time periods within which claims are to be filed or presented to the I District Clerk as required by said Agreement, Government Code, and otherwise, shall not be waived, extended or tolled thereby. If a claim is not timely filed or presented, such claim shall be time barred and the above dispute avoidance and resolution procedures, whether or not implemented or then pending, shall likewise be time barred as to such claims. 19. PAYMENT BY DISTRICT: Payment by the District pursuant to this Agreement does not represent that the District has made a detailed examination, audit, or arithmetic verification of the documentation submitted for payment by the Service Provider, made an exhaustive inspection to check the quality or quantity of the services performed by the Service Provider, made an examination to ascertain how or for what purpose the Service Provider has used money previously paid on account by the District, or constitute a waiver of claims against the Service Provider by the District. The District may in its sole discretion withhold payments Page 13 of 15 Service Provider: City of Chula Vista Board Date: June 10,"2003 Requesting Department: Environmental Services 8-18 or seek reimbursement from the Service Provider for expenses, miscellaneous charges, or other liabilities or increased costs incurred or anticipated by the District which are the fault of or as result of work performed or negligent conduct. by or on behalf of the Service Provider. Upon five (5) day written notice to the Service Provider, the District shall have the right to estimate the amount of expenses, miscellaneous charges, or other liabilities or increased costs and to cause the Service Provider to pay the same; and the amount due the Service Provider under this Agreement or the whole or so much of the money due or to become due to the Service Provider under this Agreement as may be considered reasonably necessary by the District shall be retained by the District until such expenses, miscellaneous charges, or other liabilities or increased costs shall have been corrected or otherwise disposed of by the Service Provider at no expense to the District. If such expenses, miscellaneous charges, or other liabilities or increased costs are not corrected or otherwise disposed of at no expense to the District prior to completion date of the Agreement, the District is authorized to pay for such expenses, miscellaneous charges, or other liabilities I or increased costs from the amounts retairied as outlined above or to seek reimbursement of same from the Service Provider. It is the express intent of the parties to this Agreement to protect the District from loss because of conduct by or on behalf of the Service Provider. 20. CAPTiONS: The captions by which the paragraphs of this Agreement are identified are for convenience only and shall have no effect upon its interpretation. 21. EXECUTIVE DIRECTOR'S SIGNATURE: It is an express condition of this Agreement that said Agreement shall not be complete nor effective until signed by either the Executive Director (President/CEO) or Authorized Designee on behalf of the District and by Authorized Representative of the Service Provider. Service !?~ovider: Citv of Chula vis:::a 30ard Da~e: June 10, .200B ~equesting Department; Environmental Services Page 14 of 15 8-19 21.1 Submit all correspondence, including invoices, regarding this Agreement, including Insurance Certificates and Endorsements to: E. David Merk, Director Environmental Services Department San Diego Unified Port District P.O. Box 120488 San Diego, CA 92112-0488 Tel. 619-686-7239 Fax: 619-686-6467 Email: dmerk@portofsandiego.org 21.2 The Service Provider's Authorized Representative assigned below has the authority to authorize changes to the scope, terms and conditions of this Agreement: Buck Martin, Director Chula Vista Nature Center 1000 Gunpowder Point Drive Chula Vista, CA 91910-1201 Tel (619) 409-5900 Fax: (619) 409-5910 , Email: BMartin@ci.chula-~ista.ca.us 21.3 Written notification to the other party shall be provided, in advance, of changes in the name or address of the designated Authorized Representative. SAN DIEGO UNIFIED PORT DISTRICT CITY OF CHULA VISTA E. David Merk Director, Environmental Services Cheryl Cox Mayor PORT ATTORNEY CITY ATTORNEY Approved as to form Duane E. Bennett Bart Miesfeld, Interim City Attorney Service Provider: Citv of C~~la vi$~a Bca=d Date: J~ne 10, .2008 Requesting Department: Environmental Services Page 15 0115 8-20 ATTACHMENT A SCOPE OF SERVICES San Diego Unified Port District The District and the City of Chula Vista's Chula Vista Nature Center (CVNC) desire to combine efforts in order to continue an ongoing Light-Footed Clapper Rail Propagation Program. To continue the success of this program: 1) The CVNC shall maintain a minimum of two breeding pairs of Light-footed Clapper Rails (rails). 2) The CVNC shall continue husbandry, exhibition and breeding of the rail pairs. 3) The CVNC shall continue prerelease conditioning, observation and care for all captive-bred rails by CVNC staff. 4) The CVNC shall continue yearly rail surveys in the spring. 5) The CVNC shall improve rail breeding opportunities by deploying and maintaining artificial nest structures to assist with breeding success. 6) The CVNC shall release young rails back into the wild, in conjunction with the U.S. Fish and Wildlife Service. Since 2000, the CVNC has released over 170 young rails into the wild. , 7) The CVNC shall acknowledge support from the District and the environmental fund in publications and during events. 8) The CVNC shall provide proof of matching funds. 9) Once the project is completed, Service Provider shall make a presentation to the Board of Port Commissioners, Environmental Committee, and/or District Environmental Department Staff. 1 O)Service Provider shall provide District written progress reports in January 2009, July 2009, January 2010, July 2010 January 2011 and a final report in June 2011. Attachment A Service Provider: City of Chula Vista Board Date: June 10, 2008 Requesting Department Environmental Services Page 1 of 1 8-21 ATTACHMENT B COMPENSATION & INVOICING San Diego Unified Port District I. COMPENSATION: For the satisfactory performance and completion of the services under this Agreement, District shall pay Service Provider compensation as set forth hereunder. Service Provider shall be compensated and reimbursed by District in lump sum payments of $15,000 each on the basis of invoices submitted semi-annually with the required progress report. II. INVOICING: A. Service Provider shall include the following information on each invoice submitted for payment by District, in addition to the information required in Section I, above, and Section 3 of the Agreement: 1) The following certification phrase, with printed name, title and signature of Service Provider's project manager or designated representative: "1 certify under penalty of perjury that the above statement is just and correct according to the terms of Document No. , and that payment has not been received." 2) Dates of service provided 3) Date of invoice 4) A unique invoice number 5) Progress Report for the previous half year District shall, at its discretion, return to Service Provider, without payment, any invoice, which has been submitted without the above information and certification phrase. B. Invoices shall be mailed to the attention of: E. David Merk, Environmental Services Department, P.O. Box 120488, San Diego Unified Port District, San Diego, CA 92112- 0488. C. Service Provider shall indicate on last invoice submitted for payment: FINAL INVOICE. Page 1 of 1 Attachment B Service Provider: City of Chula Vista Board Date: June 10, 2003 Reques~ing De~art~ent: ~nvironmen~al Se~~ices 8-22 EXHIBIT A CERTIFICATE OF INSURANCE San Diego Unified Port District By signing this form, the authorized agent or broker certifies the following: (1) The Policy or Policies described below have been issued by the noted Insurer(s) [Insurance Company(les)] to the Insured and is (are) in force at this time. (2) As required in the Insured's Agreement(s) with the District, the policies include, or have been endorsed to include, the coverages or conditions of coverage noted on page 2 of this certificate. (3) Signed copies of all endorsements issued to effect require coverages or conditions of coverage are attached to this certificate. Return this form to: San Diego Unified Port District Alln: Linda Wikstrom, Audit, Risk Management & Safety P. O. Box 120488, San Diego, CA 92112-0488 FAX: 866-875-1993 Name and Address of Insured (Contractor or Vendor) SOUPO Agreement Number This certificate applies to all operations of named insureds property in connection with all Agreements between the District and Insured. CO LTR TYPE OF INSURANCE POLICY NO. DATES LIMITS Commercial General Liabilitv Commencement Date: Each Occurrence: u Occurrence Form - Claims-made Form $ Retro Date D Liquor Liability Expiration Date: General Aggregate: Deductible/SIR: $ $ Commercial Automobile Liability Commencement Date: Each Occurrence: 0 All Autos Expiration Date; $ 0 Owned Autos i ~ , Workers Compensation - Statutory Commencement Date: E.L. Each Accident $ Employer's Liability Expiration Date: E.L. Disease Each Employee $ E.L. Disease Polio' Limit $ Professional Liability Commencement Date: Each Claim 0 Claims Made Expiration Date: $ Retro-Active Date Excess/Umbrella Liability Commencement Date: Each Occurrence: $ Expiration Date: General Aggregate:$ CO LTR COMPANIES AFFORDING COVERAGE BEST'S RATING A B C D A. M. Best Financial Ratings of Insurance Companies Affording Coverage Must be A. VII or Better unless Approved in Writing by the District. Name and Address of Authorized Agent(s) or Broker(s) E-Mail Address: Phone: Fax Number: Signature of Authorized Agent(s) or Broker(s) Date: ONLY THIS CERTIFICATE OF INSURANCE WILL BE ACCEPTED Exhibit: A Se:r-vice Prov.:.d.er: C:.t:v of Chula Vista Board Date: June 10,"2008 Requesting Cepartment: Environmental Serfices Page 1 of 2 8-23 SAN DIEGO UNIFIED PORT DISTRICT REQUIRED INSURANCE ENDORSEMENT ENDORSEMENT NO. EFFECTIVE DATE POLICY NO. NAMED INSURED: GENERAL DESCRIPTION OF AGREEMENT(S) AND/OR ACTIVITY(IES): All written Agreements, contracts and leases with the San Diego Unified Port District and/or any and ali activities or work performed on district premises All written Agreements, contracts, and leases with the San Diego Unified Port District and/or any and all activities or work performed on District owned premises. Notwithstanding any inconsistent statement in the poiicy to which this endorsement is attached or in any endorsement now or hereafter attached thereto, it is agreed as follows: 1. The San Diego Unified Port District, its officers, agents, and employees are additional insureds in relation to those operations, uses, occupations, acts, and activities described generally above, including activities of the named insured, its officers, agents, employees or invitees, or activities performed on behalf of the named insured. 2. Insurance under the policy(ies) listed on this endorsement is primary and no other insurance or self-insured retention carried by the San Diego Unified Port District will be called upon to contribute to a loss covered by insurance for the named insured. 3. The policy(ies) listed on this endorsement will apply separateiy to each insured against whom claim is made or suit is brought except with respect to the limits of the insurer's ligbilily. 4. As respects the policy(ies) listed on this endorsement, with thJ exception of cancellation due to nonpayment of premium, thirty (30) days written notice by certified mail, return receipt requested, will be given to the San Diego Unified Port District prior to the effective date of cancellation, change in coverage, reduction of limits or non-renewal. In the event of cancellation due to nonpayment of premium, ten (10) days written notice shall be given. Except as stated above, and not in conflict with this endorsement, nothing contained herein shall be held to waive, alter or extend any of the limits, Agreements or exclusions of the policy(ies) to which this endorsement applies. (NAME OF INSURANCE COMPANY) (SIGNATURE OF INSURANCE COMPANY AUTHORIZED REPRESENTATIVE) MAIL THIS ENDORSEMENT AND NOTICES OF CANCELLATION, LIMIT REDUCTIONS, AND CHANGES IN COVERAGE TO: San Diego Unified Port District Audit, Risk Management & Safety P.O. Box 120488 San Diego, CA 92112-0488 Page 2 of 2 Exhibit A Serrice Provider: City of Chula Vista aoa~c Date: June 10, 2008 Requesting Departmenc; Envircnmental SerJices 8-24 CITY COUNCIL AGENDA STATEMENT ~If~ CITY OF ~ (HULA VISTA 07/22/2008 Item '1 ITEM TITLE: RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA APPROVING At"J AGREEMENT WITH THE COUNTY OF SAt"J DIEGO PROBATION DEPARTMENT FOR THE PROVISION OF WORK CREWS UNTIL MAY 30, 2009 AND AUTHORlZING THE PURCHASING AGENT TO APPROVE AND EXECUTE AMENDMENTS TO THE AGREEMENT EXTENDING THE TER1\1f FOR AN ADDITIONAL FIVE ONE-YEAR PERIODS REVIEWED BY: DIRECTOR OF PUBLI9 WORKS ~ &b. CITY MANAGER /t!IIY'- ~J ASSIST ANT CIyfMANAb~'I SUBMITTED BY: 4/5THS VOTE: YES NO X SUMMARY The San Diego County Probation Department administers and operates work camps in eastern San Diego County. Work crews of 8 to 12 low security inmates, closely supervised by an Assistant Deputy Probation Officer, are available to government entities to perform labor intensive maintenance projects such as weed abatement, culvert cleaning, litter patrol, park maintenance, and brush abatement. COlillcil approved Resolution 13293, on September 20, 1987 to contract work crews with the San Diego County Probation Department. Since that resolution, work crews have been utilized for labor in Open Space and Community Facility Districts, Streets, Wastewater and Parks sections. ENVIRONMENTAL REVIEW The Environmental Review Coordinator has reviewed the proposed actiVity for compliance with the California Environmental Quality Act (CEQA) and has determined that the activity is not a "Project" as defined under Section 15378(b)(2) of the State CEQA Guidelines; therefore, pursuant to Section 15060(c)(3) of the State CEQA Guidelines the activity is not subject to CEQA. Thus, no environmental review is necessary. 9-1 07/22/2008, [leml Page 2 of2 RECOiVIMENDATION Council adopt the resolution. BOARDS/COMJ\USSION RECOMMENDATION Not applicable. DISCUSSION The COlll1ty Probation Department provides work crews at a cost below other private contract services utilized by the City. This value has enabled City staff to augment service in Departments with limited labor resources and Open Space Districts where budgets are restricted due to failed ballot measures as well as areas requiring additional brush and weed abatement. Annual spending in the various Departments and Open Space Districts is approximately $150,000. The Purchasing Agent would be given the authority to renew additional annual contracts with the COlll1ty in the future. DECISION MAKER CONFLICT Staff has reviewed the property holdings of the City Council and has found a conflict exists, in that Councilmember McCann has property holdings within 500 feet of the boundaries of the property, which is the subject of this action. FISCAL IMPACT: There is no direct fiscal impact to the General Flll1d from approving this resolution in that funds expended for this contract are maintained within existing General Flll1d budgets and Special Tax Assessment District budgets. Pl\rchase orders will be issued as authorized departmental requests are received. ATTACHMENTS A. Prior Resolution B. Renewed Agreement from 2006 C. New Proposed Agreement for FY 2009 9-2 Attachment A RESOLUT ION NO. 13293 RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA APPROVING AMENDED AGREEMENT BETWEEN .THE CITY OF CHULA VISTA AND THE COUNTY OF SAN DIEGO PROBATION DEPARTMENT TO CONTRACT FOR INMATE WORK CREWS TO PERFORM PARK MAINTENANCE PROJECTS, AND AUTHORIZING THE MAYOR TO EXECUTE SAID AMENDMENT The City Council of the City of Chula Vista does hereby resolve as follows: NOW, THEREFORE, BE IT RESOLVED by the Ci ty Council of the City of Chula Vista that that certain Amended Agreement between THE CITY OF CHULA VISTA, a municipal corporation, and THE COUNTY OF SAN DIEGO, Probation Department, to contract for inmate work crews to perform park maintenance projects, dated the 19th day of October, 1987, a copy of which is attached hereto and incorporated herein, the same as though fully set forth herein be, and the same is hereby approved. BE IT FURTHER RESOLVED that the Mayor of the City of Chula vista be, and he is hereby authorized and directed to execute said amendment for and on .behalf of the City of Chula vis ta . Presented by , .1 Approved as to form by ~q:~ Manuel A. Mollinedo, Director of Parks and Recreation 3457a 9-3 . AGPEEMENT 'Ihis Agreement, made and entered into this _ 20 tlL day of October I 1987, by and between the em OF CEU"IA v:r.:,~_, hereinafter refa.'"TEd to as the City of Chula Vista, and the COJNI'Y OF SAN Dnx:;Q, hereinaf'"...er referre:l. to as "County". WITNESSETH WHEREAS, the County is authorized to require imnatesjwards to perfonn work under Sections 1203.1, 4017 and 4014.2 of the Penal Cede, sections 25359 and 36904 of the Government Cede, and Secti~s 730, 731, 731.5 and 883 of the Welfare and Institutions Cede. WHEREAS, the city of Chula vista has responsibility for the operation ar.d mai.'1tenance of Parks and Open Space Lands , and desires to =rrtrct with the County for the supplying of certain services; Ncm, THERE."DRE, it is mutually agreed as follows: 1. Upon request of t.1;e City of Chula Vw..a and at ti.'lleS that <L-re mutually agreeable to the city of Chula vista and County, County shall supply the he...reinaft.er des=ibed ,,-ark c:re<.v"S to perfoIjIn work for the City of Chula vista. The city of Chula vista anticipates that the work will =nsist primarily of cleaning trash and weeds fram along roadway, and general cl~'1-up and sweeping. 2. The city of Chula vista agrees to reilnburse County for administrative =sts .i.na=ed in the a:mcunt of $260 a day for each full crew. A full crew is designated at 12 or more persons for 8 hours. 3. The city of Chula vista shall be resp:>nsible to the extent provided by law for injury to inmates or public se...."'"Vice workers or County employees caused by intentional acts or negligence of the City of Chula Vista I S personnel or by dangerous =r.di tiors on the City of Chula vista I s property. The City of Chula vista shall hold County hannless fram liability or daniages resulting fram property damage or pe...rsonal injury to any pe...rson caused by said intentional acts, negligence or dangerous =nditions. 4. COUnty shall be responsible to the extent: provided by law for property damage or injury to the city of Chula vista 1 s employees = members of the gena.>al public who are utilizing the City of Chula vista's facilities when suc.1; da"'!lage or inju..ry is caused by tbe intentional acts or negligence of inmates or County errployees or public service workers. County shall hold the City of Chula vista h.a.>1lIless from liability or damages resultirq from property damage or personal injury to any person caused by said intentional acts or neglige.'1Ge . 9-4 ;" ~ , ,., '1 r '~'rc,../ -2- 5. The city of Chula vista sr>..all provide a lead !===n to desigI'ate work sites, give directions as to work perfo= and provide assistance and entry to the grounds for the inmate ~ and Adult Institutions creN .supervisors . 6. County shall provide inmate laJ:;or from the Probation Depa..--bnent' s Adult Institutions or the l?tJblic service Prc:gram in a manageable creN size. Adult Institutions r staff shall be responsible for the actual and direct supervision and security of inmates or public service workers in carrying out the work L'lStructions. 7 . In providing such work crews, County shall provide and be responsible for the follcvling: . a. Provide the p= ntmlber of staff to ac=nnanv and supervise inlnates. - - b. Have full responsibility for the custody and supervision of the work creN. c. Provide necessary tra'1Sp:lrtation. 8. 'Ir,e County rec::gnizes no workmen 's =mpensation liability for inmatesjwa.-rds who are not involved in fire suppression activities. 9 . All work to be perfonned will be of such nature as to not supplant work perfonned by regular employees of the CitY of Chula vista. 10. County shall invoice the City of Chula vista cin a monthly basis for any re:iJnburseIr.ent due unr::ler the terms of this Agraerrent. n. '!he city of Chula Vista will notify eounty at least two weeks in advance when work crews are needed, a.-d COUl"lty will schedule VIOrk =ews on an as available basis. 12. This agro...ement shall became effective October 20, 1987 ard shall remain in effect: until amended by nutual =nsent of the parties hereto or tenninated by either of the parties by giving fifteen (15) days notice in wTitLT1g . ill WI'INESS WHEREOF, t.'1e duly authorized officials of w.e parties hereunto have, in their representative capacities, set their hands as of the date first hereinabove written. OJUNTY OF SAN DIEGO THE CITY OF Ch1lIA VISTA ~ w, t~~ CECIL H. STEPPE Chief Probation Officer Ara R ex 9-5 I '?.. .; c, i Jd.'-)") ADOPTED AND APPROVED BY THE CITY COUNCIL OF THE CITY OF 1...JLA VISTA, CALIFORNIA, this 20th day of October /9 A7 . by the following vote, to-wit: AYES: Coune i 1 members McCandliss, Cox, Moore, Nader, !'.alcolm NAYES; Counei 1 members None ABSTAIN: Counei lmembers None ASSENT: Counei 1 members None ~}.~ ~ . ~ ' of Ih. Cit; '.~, Ch"" V;,I, ATTEST . ~ /?(? ~ t/ City Clerk ~ . E OF CALIFORNIA COUNTY OF SAN DIEGO CITY OF CHULA VISTA ) ) ss. ) ,I , ) /' I, JENNIE M. FULASZ, CMC, CITY CLERK of the City of Chula Vista, California, DO HEREBY CERTIFY that the aoove and foregoing is a full, true and correct copy of RESOLUTION NO. 13293 ,and thot the some has not been amended or repealed. DATED ~~,~ ~,"".""~-:-::"'" '-', ~ ,.-,,:.,., ,~. "1ij;;l ~:~..., . . . ~ enY Of CHUtA VaSfA City Clerk C(-660 9-6 Attachment B VINCE.NT J.IAl=ltA CHIEr: PFlQB,.l..T10N OFfiCER (858)514-3148 FAX: (858) 514-3121 DEPARTMENT OF PROBATION POST OFFICE BOX 23597, SAN DIEGO, CALIFORNIA 92-:93-3597 April 26, 2006 City of Chula Vista Public Works PO Box 1087 Chula Vista, CA 91912 RE: SAN DIEGO C01.JNTY PROBATION DEP ARTMENT WORK CREW Dear MS. JULIE LINDSAY, On June 13,2006, the Probation Department will request the County Board of Supervisors to approve changes in various fees allei charges for L~e provision ofProb2.tion services. Included in this request is an incre2.Se from $364 to $414 per crew for the daily fee charged to public agencies to recover the cost of supervision and supplies for public service work crews. , , The Probation Depa.-tment h2.S recently evaluated the costs of operating the Public Work Service Progranl. Due to cost incre2.Ses, t.':te Probation DeparL'I1ent will recommend that the Board of Supervisors incre2.Se the daily fee to $414 per crew per day effective August 1 st, 2006. The fee illCre2.Se is contingent on approval by the Board of Supervisors; however, we are notifying you of this planned rate change pursuant to section lOaf our contract. After the Board of Super/isors approved this rate change, the amended agreement will be forwarded to your agency. Thank you for your support of the Probation Department and our work programs. {fyou have aIlY questions regarding this increase, please call Deputy Chief Probation Officer Susan Mallett at (858) 514-3108. \ CE T . IARIA hief profion Officer 9-7 ',-_/ AGREEMENT 0 City of Ch~~~~~blic Works RIG I N A L Al'm COUNTY OF SAN DIEGO PROBATION DEPARTMENT This agreement, is made and entered into this I st day of Aul!Ust. 2006. by and between, City of Chula Vista Public Works, hereinal1.er referred to as CV-PW and the County Of San Diego Probation Department, hereinafter referred to as "COUNTY". Whereas, the cotTNjY is authorized to require inmates/wards, and Public Service Workers to perforn1 work under sections 1203.1,4017, and 4024.2 of the Penal Code, Sections 25359 and 36904'ofthe Government Code, and Sections 730,731,731.5, and 883 of the Welfare and Institutions Code; and Whereas, CV-PW has responsibility for t.'1e operation of CV-PW owned and leased facilities, arld desires to contract with t.'1e COtJNTY for the supplying of certain servIces. A. RESPONSIBILITITES OF THE COUNTY: I, Upon request of CV-PW, and at times that are mutually agreeable to both parties, the COUNTY shall supply the/hereinafter described work crews to perfonn work for CV-PW, 2, C01.TNTY shall provide labor from the Probation Depar"illlent's Public Service Program. Probation Depa.rtment staff shall be responsible for the actual and direct supervision and security of public service workers in carrying out the work instructions, 3, In providing such work crews, COUNTY shall provide and be responsible for the following: a. Provide the proper number of staff to accompariY and supervise the work crew, D, Have full responsibility for the custody and supervision of the work crew, c, Provide necessazy transportation. 4, COUNTY shall invoice CV-PW on a monthly basis for any reimbursement due under the terms oftrus agreement. " '-..~ '-\ \ \ , 9-8 \'~_... B. RESPONSIBILITITES OF THE City of Chula Vista Public Works: 1. CV-PW will notify COUNTY at least two weeks in advance when work crews are needed, and COUNTY will schedule work crews on an as available basis. 2. All work to be performed will be of such nature as to not supplant work performed by regular employees of the CV-PW, 3. CV-PW agrees to reimburse COUNTY for administrative costs incurred in the amount of up to $414.00 a day for each full crew. A full crew is defined as 8 or more persons for a minimum of 5 hours inclUding travel time. The payment to the COUNTY shall be made upon receipr of each monthly invoice. 4. CV -PW shall provide a lead person to designate work sires, give directions as to work performance and provide assistance and entry to the grounds, where necessary, for the work crew, and crew supervisors. C. DEFENSE and INDEM.NITY: 1. Claims 1'-..rising From Sole Acts or Omission of County , The County hereby agrees to defendabd inder:mify the CV-PW, its agents, officers and employees ('nereinafter collectively referred to in this paragraph No.3 as 'CV-PW'), from any claim, action or proceedings against CV-PW. arising solely out of the acts or omissions of County in the performance of this Agreement. At its sole discretion, CV-PW may participate at its own expense in the defense of any claim, action or proceedings, but such participation shall not relieve County of any obligation imposed by this Agreement. CV-PW shall notify County promptly of any claim, action or proceedings and cooperate fully in the defense. 2. Claims Arising From Sole Acts or Omissions of City of Chub. Vista Public Works The CV -PW hereby agrees to defend 8.",d indemnify the County of San Diego Probation Department, its agents, officers and employees, (hereafter collectively referred to in this paragraph No.2 as 'County') from any claiITI, action or proceedings against County, arising solely out of the acts or omissions ofCY-PW in the performance of this Agreement. At its sole discretion, County may participate at its own expense in the defense of 9-9 "----' my such claim, action or proceeding, but such participation shall not relieve CV-PW of any obligation imposed by this Agreement. County shall notify CV -PW promptly of any claim, action or proceeding and cooperate fully in the defense. 3. Claims Arising From Concurrent Acts or Omissions County hereby agrees to defend itself, a..ld CV-PW hereby agrees to defend itself, from any claim, action or proceedings arising out of the concurrent acts or omissions of County and CV-PW. In. such cases, COIUlty and CV-PW agree to retain their own legal counsel, bear their own defense costs, and waive their right to seek reimbursement of such costs, except as provided in paragraph 5 below. 4. Joint Defense '..----- Notwithstanding paragraph 3 above, in cases where County and CV-PW agree in writing to a joint defense counsel to defend the claim, action or proceeding arising out oftne concurrent acts or omission ofCV.PW and County. Joint defense counsel shall be selected by mutual agreement of County and CV-PW. County and CV.PW agree to share the costs of such joint defense and any agreed settlement in equal a..nounts, except as provided in paragra~h 5 below. County and CV.PW further agree that neIther party may bU\d the other to a settlement agreement without the written consent of both County and CV-PW, 5. Reimbursement md/or Reallocation Where a trial verdict or arbitration award allocates or determines the comparative fault of the parties, County and CV-PW may seek reimbursement and/or reallocation of defense costs, settlement payments, judgments and awards, consistent with such comparative fault. D. TER..M: . This agreement shall become effective on or after the date entered above, and shall remain in effect until emended by mutual consent of the parties hereto or terminated by eit.f:ler of the parties by giving fifteen (15) days notice in writing. 9-10 '-'- . In witness whereof, the duty authorized officials of the parties hereunto have, in their representative capacities, set their hands as of the date hereinabove written. COUNTY OF SAN DIEGO PROBATION DEPARTMENT 9444 BALBOA A VENliE SAN DIEGO, CA 92123 City of Chula Vista Public Works PO Box 1087 Chula Vista, CA 91912 r- By: ~ &wts JULIE LIJ';1lSA Sl.t z.l ~&ad1.S ~~: Date: --(-.2..5-or:. P~WI By: '1N~~T J. IARIA C~;?~:0: Date: .~ , , ./ 9-11 RESOLUTION NO. 2008- RESOLUTION OF THE CITY COUNCIL OF THE CITY OF . CHULA VISTA APPROVING Al'J AGREEMENT WITH THE COUNTY OF SAN DIEGO PROBATION DEPARTMENT FOR THE PROVISION OF WORK CREWS UNTIL MAY 30, 2009 AND AUTHORIZING THE PURCHASING AGENT TO APPROVE Al'JD EXECUTE A.lvIENDMENTS TO THE AGREEMENT EXTENDING THE TERM FOR AN ADDITIONAL FIVE ONE-YEAR PERIODS WHEREAS, the San Diego County Probation Department administers and operates work camps in eastern San Diego County; and WHEREAS, work crews of eight to twelve low security inmates, closely supervised by an Assistant Deputy Probation Officer, are available to government entities to perform labor intensive maintenance projects such as weed abatement, culvert cleaning, litter patrol, park maintenance, and brush abatement; and WHEREAS, on September 20, 1987, the City Council approved an agreement with the San Diego County Probation Department for the City's use of these work crews pursuant to Resolution No. 13293; and WHEREAS, since that action, work crews have been utilized for labor in Open Space and Community Facility Districts, streets, wastewater and parks sections; and WHEREAS, the County Probation Department provides work crews at a cost below other pri vate contract services utilized by the City; and . I WHEREAS, the term of the proposed Agreement iS,one year until May 30, 2009 and staff recommends that the Purchasing Agent be authorized to approve and execute amendments to the Agreement for five additional one-year periods. NOW, THEREFORE BE IT RESOLVED by the City Council of the City of Chula Vista as follows: 1. That it approves an Agreement with the County of San Diego Probation Department for the provision of work crews. That it authorizes the Purchasing Agent to approve and execute amendments to the Agreement extending the term for an additional five one-year periods. 2. Presented by: Approved as to form by: ~Yh--~ 4~JJ~ hr\ Bart C. Miesfeld (J- Jack Griffin Director of Public Works Interim City Attorney 9-12 THE ATTACHED AGREENlENT HAS BEEN REVIE WED AND APPROVED AS TO FORNI BY THE CITY ATTORi'ffiY'S OFFICE AJID \-VILL BE FORMALLY SIGNED UPON APPROVAL BY THE CITY COUNCIL ~L/?~tL ~(k;b i~ Bart C. Miesfeld Interim City Attorney Dated: 7/1'< (o;g Agreement between City of Chula Vista Parks & Recreation Department (Open Space) and. County of San Diego Probation Depart,ment for Work Crews 9-13 I Attachment C AGREEMENT BETWEEN City ofChula Vista, Public Works Department (Open Space) A1'1i1) COUNTY OF SAN DIEGO PROBATION DEPARTiYlENT This agreement, is made and entered into this 14th day of May, 2008, by and between, City of Chula Vista. Public Works - Open Space Division, hereinafter referred to as CVPW-OS and the County Of San Diego Probation Department, hereinafter referred to as "COUNTY". Whereas, the COUNTY is authorized to require inmates/wards, and Public Service Workers to perform work under sections 1203.1,4017, and 4024.2 of the Penal Code, Sections 25359 and 36904 of the Government Code, and Sections 730,731,731.5, and 883 of the Welfare and Institutions Code; and Whereas, CVPW-OS has responsibility for the operation of CVPW-OS owned and leased facilities, and desires to contract with the COUNTY for the supplying of certain services. A. RESPONSIBILITIES OF THE COUNTY: J 1. Upon request of CVPW-OS, and at times that are mutually agreeable to both parties, the COUNTY shall supply the hereinafter described work crews to perform work for CVPW-OS. 2. COUNTY shall provide labor from the Probation Department's Public Service Program. Probation Department staff shall be responsible for the actual and direct supervision and security of public service workers in carrying out the work instructions, 3. In providing such work crews, COUNTY shall provide and be responsible for the following: a. Provide the proper number of staff to accompany and supervise the work crew. b. Have full responsibility for the custody and supervision of the work crew. c. Provide necessary transportation. 4. COUNTY shall invoice CVPW-OS on a monthly basis for any reimbursement due under the terms of this agreement. 9-14 B. RESPONSIBILITIES OF THE City of Chub Vista. Public Works - Open Space Division: 1. CVPW-OS will notify COUNTY at least two weeks in advance when work crews are needed, and COUNTY will schedule work crews on an as available basis. 2. All work to be performed will be of such nature as to not supplant work performed by regular employees of the CVPW-OS. 3. CVPW-OS agrees to reimburse COUNTY for administrative costs incurred in the amount of up to $414.00 a day for each full crew. A full crew is defined as 8 or more persons for a minimum of 5 hours including travel time. The payment to the COUNTY shall be made upon receipt of each monthly invoice. 4. CVPW -OS shall provide a lead person to designate work sites, give directions as to work performance and provide assistance and entry to the grounds, where necessary, for the work crew, and crew supervisors. C. DEFENSE and INDEMNITY: ,I 1. Claims Arising From Sole Acts or Omission of County The County hereby agrees to defend and indemnify the CVPW-OS. its agents, officers and employees (hereinafter collectively referred to in this paragraph No.3 as 'CVPW-OS'), from any claim, action or proceedings against CVPW-OS, arising solely out of the acts or omissions of County in the performance of this Agreement. At its sole discretion, CVPW-OS may participate at its ov"u expense in the defense of any claim, action or proceedings, but such participation shall not relieve County of any obligation imposed by this Agreement. CVPW-OS shall notify County promptly of any claim, action or proceedings and cooperate fully in the defense. 2. Claims Arising From Sole Acts or Omissions of City of Chula Vista. Public Works - Opeu Space Division The CVPW-OS hereby agrees to defend and indemnify the County of San Diego Probation Department, its agents, officers and employees, (hereafter collectively referred to in this paragraph No.2 as 'County') from any claim, action or proceedings against County, arising solely out of the acts or omissions ofCVPW-OS in the performance ofthis Agreement. At its 9-15 sole discretion, County may participate at its own expense in the defense of any such claim, action or proceeding, but such participation shall not relieve CVPW-OS of any obligation imposed by this Agreement. County shall notify CVPW-OS promptly of any claim, action or proceeding and cooperate fully in the defense. . 3. Claims Arising From Concurrent Acts or Omissions County hereby agrees to defend itself, and CVPW -OS hereby agrees to defend itself, from any claim, action or proceedings arising out of the concurrent acts or omissions of County and CVPW-OS. In such cases, County and CVPW-OS agree to retain their own legal counsel, bear their own defense costs, and waive their right to seek reimbursement of such costs, except as provided in paragraph 5 below. 4. Joint Defense Notwithstanding paragraph 3 above, in cases where County and CVPW- OS agree in writing to a joint defense counsel to defend the claim, action or proceeding arising out of the concurrent acts or omission of CVPW-OS and County. Joint defense counsel shall be selected by mutual agreement of County and CVPW-OS. County anq CVPW-OS agree to share the costs of such joint defense and any agreed settlement in equal amounts, except as provided in paragraph 5 below. County and CVPW-OS further agree that neither party may bind the other to a settlement agreement without the written consent of both County and CVPW-OS. 5. Reimbursement and/or Reallocation Where a trial verdict or arbitration award allocates or determines the comparative fault of the parties, County and CVPW-OS may seek reimbursement and/or reallocation of defense costs, settlement payments, judgments and awards, consistent with such comparative fault. D. TERLvI: This agreement shall become effective on or after the date entered above, and shall remain in effect until amended by mutual consent of the parties hereto or terminated by either of the parties by giving fifteen (15) days notice in writing. 9-16 In witness whereof, the duty authorized officials of the parties hereunto have, in their representative capacities, set their hands as of the date hereinabove written. COUNTY OF SAt'\! DIEGO PROBA nON DEP AR n,;IENT 9444 BALBOA A VENUE SAN DIEGO, CA 92123 City of Chula Vista, Public Works - Open Space Division PO Box 1087 Chula Vista, CA 91912 By: By: VINCENT J. IARl.4. Chief Probation Officer Cheryl Cox Mayor Date: Date: I I 9-17 CITY COUNCIL & REDEVELOPMENT AGENCY AGENDA STATEMENT ~\\f' ~. <-- C1lY OF ~ CHUlA ViSTA JULY 22, 2008 Item 10 ITEM TITLE: A. RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA WAIVING THE FORL\iIAL CONSULTANT SELECTION PROCESS FOR AN AGREEMENT BETWEEN THE CITY OF CHULA VISTA REDEVELOPMENT AGENCY AND THE URBAN LAND INSTITUTE SUBMITTED BY: REVIEWED BY: B. RESOLUTION OF THE REDEVELOPMENT AGENCY OF THE CITY OF CHULA VISTA APPROVING AN AGREEMENT BETVv'EEN THE CITY OF CHULA VISTA REDEVELOPMENT AGENCY AND THE URBA.l'J LAND INSTITUTE IN THE AMOUNT OF $120,000, A-ND APPROPRIATING FUNDS THEREFOR ASSISTANT DIRECTOR OF RE. DEVELOPlV. Nl 'tt(D HOUSING :Y CITY MANAGER/EXECUTIYE DIRECTOR &\J~~ QY 4/5THS VOTE: YES 0 NO D SUIVIMARY In the coming years. Chula Vista' s vaca.'1t bayfront may soon transform into a world class destination. The H Street corridor provides an opportunity to connect the bayfront and the Chula Vista community and revitalize it along the way. Staff is recommending that the Redevelopment Agency (Agency) enter into a contract with the Urban Land Institute (ULI) Five-Day Advisory Services Program (Program) to provide an unbiased implementation program for redevelopment of the H Street Corridor between Interstate 5 and Third A venue (Corridor). ENVIRONMENTAL REVIEW The Environmental Review Coordinator has reviewed the proposed activity for compliance with the California Environmental Quality Act (CEQA) and has determined that the activity is not a "Project" as defined under Section 15378 of the State CEQA Guidelines; therefore, pursuant to Section l5060(c)(3) of the State CEQA Guidelines the activity is not subject to CEQA. Thus, no further environmental review is necessary. 10-1 July 22, 2008, Item 10 Page 2 of 4 RECOMMENDA nON Council/Agency adopt the resolutions. BOARDS/COMMISSION RECOMMENDATION On January 24, 2008, the Chula Vista Redevelopment Corporation directed staff to consider using the expertise of the ULI Advisory Council to advise the Redevelopment Agency in its redevelopment efforts. On July 10,2008 City Council approved the Climate Change Working Group Measures Draft Implementation Plan. Measure #6 of this Plan, "Smart Growth" at Trolley Stations, identified a work program that included the ULI Program. DISCUSSION Background Recent demographic changes and population growth in California have brought about renewed interest and need for revitalization and redevelopment of cities' urban centers. Recognizing the need for revitalization of its own urban area several years ago, Chula Vista embarked upon a visionary framework for revitalization through the adoption of the updated General Plan (December 2005) and Urban Core Specific Plan ("UCSP", April 2007). While the real estate market has since cooled, Chula Vista continues its efforts to revitalize the older western portion of the city with the progress of the Bayfront Master Plan a.,'1d development of a major hotel/convention center. The Bayfront represents the largest oppommity in th'l city for future development. With sweeping views of the San Diego Bay, large parcels of undeveloped land and recent steps to secure the Gaylord Entertainment hotel-convention center, the BayTIont may provide the needed "catalyst" for redevelopment. As the Bayfront Master Plan and the cornerstone hotel/convention center move closer to reality, renewed private investment "ill seek to capitalize on the oppommities to compliment uses and serve the visitors and residents of the Bayfront. With the Bayfront's from door at H Street, the Corridor is quickly emerging as a potential "backbone" for redevelopment. H Street is ideally situated as a major gateway to the city's commercial and financial centers and a direct link: of the Bayfront and the city's historic heart of the community, the Third Avenue commercial district (see Attachment I). Large land owners located along the Corridor include the South COlmty Court House, Scripps Hospital, and the Chula Vista Center, a regional shopping mall. All are interested in expansion and redevelopment opportunities. Recent development activity such as the development of the Gateway Center, with Class A office space, and the opening of coffee shops, restaurants and professional offices along the Corridor demonstrates the demand and interest for the area that can only grow with the potential of the Bavfront. Urban Land Institute Advisory Services Program \lihile recent discussions with land owners and development actIVIty in the Corridor has provided renewed hope for revitalization, it is imperative that the City is poised to take advantage of its opportunities when the market returns and plans for the BayTIont solidify. A cohesive strategy to address market potential, planning and design or financing and development 10-2 July 22,2008, Iteml Page 3 of 4 is needed to take the visionary framework of the UCSP to concrete implementable actions that can facilitate appropriate and quality redevelopment along the Corridor. Staff is proposing to contract with the ULI for the Program to prepare such a strategy (contract included as Attachment 2). ULI is a well established international non-profit research and education organization, which provides leadership in the responsible use of land and in creating sustainable communities. As the preeminent, multidisciplinary real estate forum, with a membership of over 35,000 members and associates from 90 countries, ULI has access to experts representing the entire spectrum of land use and development disciplines. Through ULI's unique program, an interdisciplinary team of its member experts help sponsors find creative, practical solutions for issues such as downtown redevelopment, land management strategies, evaluation of development potential, growth management, community revitalization, and bro\Ynfield redevelopment. The unique team-based approach .to bring city, business, development, and community interests together with ULI niche experts provides an opportunity that is unparalleled. The Program has assembled weU over 500 ULI-member teams to help sponsors find solutions and build consensus around land use and development challenges. For Chula Vista, the program is specificaUy designed to help answer questions related to the land use and development issues we face along the Corridor and will: .:. Bring recognized real estate expertise from across the United States to provide an assessment of the market feasibility and economic potential of the Corridor as a connection between the Bayfront and Third A venue commercial district; . i .:. Gather data on the many quality-of-life objectives of the community and the ongoing business and economic operations; and .:. Fulfill General Plan and other city objectives to forge an integrated, action-oriented implementation plan for the Corridor. The interdisciplinary team will consist of eight to nine members; typicaUy several developers, a landscape architect, a planner, a market analyst, a finance expert, and others with the niche expertise needed to address the issues/chaUenges most relevant to the Corridor. To complete the assignment, the team takes on an intensive agenda which includes: .:. An in-depth briefing day composed of a tour of the site and meetings \Yith City representatives; .:. Hour-long interviews oftypicaUy 80 to 100 key community representatives; and .:. A day and a half of formulating recommendations. The final days are dedicated to the panel prep~ring [mdings and conclusions, which are presented to the sponsor on the final day through an oral presentation. After the panel is completed, a wrirten report (sample included as Attachment 3) \YiU serve as an implementation plan for redevelopment of the Corridor. Additionally, the City has the opportunity to build upon the ULI Program. In early 2008, the H Street Corridor, as a smart growth and transit focus area, was one of three project areas selected by the San Diego Association of Governments (SANDAG) for a Smart Growth 3-D Visual 10-3 Julv 22,2008, Item ID . - Page40f4 Simulation grant. Through the grant, the City will be able to provide a three-dimensional, conceptual visualization of the implementation plan developed by ULI. Being able to visualize a plan helps one to better understand building massing assumptions, the integration of frontage property appearance, and pedestrian access along the Corridor. Bidding Process Waiver Chula Vista Municipal Code section 2.56.070 requires that contracts for all supplies, equipment and services when the estimated cost exceeds $100,000 shall be awarded by the City Council to the lowest responsive bidding process. Exceptions to this requirement may be granted where there is a commodity or service available from only one known source as the result of unique performance capabilities, compatibility requirements or market conditions. The competitive bidding requirements may be waived by the City Council when they are impractical, impossible or the city interests would be materially better served by a different procurement process. Staff is recommending that the formal bidding process be waived for the ULI Program. This recommendation is based on the following capabilities that are uniquely being offered to the Agency by ULI: .:. ULI is uniquely qualified with capabilities to draw from over 35,000 members located in 90 countries who represent the entire spectrum of land use and development disciplines; and .:. The Program is the only one of its kind and has the unique experience of completing more than 500 Advisory Service panels, in 47 states, 12 countries, and 4 continents. " ULI has demonstrated their breadth of expertise and experience through their Program and numerous panel completions. These service capabilities were found to be necessary in order to meet the goals of the General Plan. DECISION MAKER CO.Nt'LICT Staff has reviewed the property holdings of the Redevelopment Agency Board and City Council members and has found no property holdings within SOO-feet of the boundaries of the Corridor which is the subject of this action. FISCAL IMP ACT There is no fiscal impact to the City's General Fund as a result of adopting this resolution. This action will appropriate $120,000 of the Redevelopment Agency's existing Fund Balance to the services and supplies budget of the Redevelopment Agency Merged Project Area Fund. ATTACHMENTS 1. Map of H Street Corridor 2. Two Party Agreement 3. Sanlple Report Prepared by: Stacey Kur=. Senior Project Coordinator, Redevelopment & Housing 10-4 - ~ i3 g o .5 -< ,.. .-N:~ -->......,..." . I J 'I -, .....".-:''''. <... l <3 '""' ] v ;.. <3 '" ~ U V" . " v < ('1""j v 0 1:: >-. - 'V or. C/J .::: , :r:: ~ (/) ~ < ;., , , " ? f ."....,:-;,.:":"11 .1 .-;.~H<J ~ "'~.,.l'T.. .."";....,..,,.0 e ,..~ '. !'-' ~..,' ." ; f7 ,.,~". ~ .;: ;11;; , ; 'I ; h~' 1 Ji~ ,;;o-:,J;j ~['i! : ,. "-- ~.s ::. 1 'J "';'--:;1'" 1 .....-.:.:,;;., , " .~ , ~ ~ ""'" ~:'< "-~';~.t ".-.1 <<;:-.." ,,:> ., ~ ,~"..""....- ~', ..,"',':;. 1;>',.;.7<6' , ., 1.:>_. '. ~ , " ~ ~~. ".~-:..';,.: ~ ~ , , ',,'-' II "~-f, I; "~"=TI1' ~ AH-~,J.I.!;_ 1- i .....,..~ " .1. ~ -.\f;;' .~ .,=, .~ I 1 " 'i=:- 'j .' ,...... 10-5 1fr7~/l7vJ7 / o I ~ ! i!!Im ;: !Ii . 10; .~ .~ '" ~ ~ .. :> U .E c: .0 ~ ~ \i ::> ., ,. n , - '.' .~ > " - ~ ::: " V ':', '~' . .... - " 'l \.:i " Attccnme!'lt 3 10-6 .. J ,', " '"_,, ,i;; ~ii":~;,) if': .;;:'~ftt ;M L'" c' ! T'fiJ;;iU' Sememoer 22-27. 2002 .~i Adviso.:; Ser:kes Panel Report CLl..:.the Urban Land Institute 10'25 Thomas Jefferson Street, :K. "V. Suite 500 West "Nashing:o~ D.C. 20007-5201 10-7 ". t , q'~; ';,) ,:\'".' ", ;1 % i;~" LI-the Urban Land Institute is a non- proSt research and edu<:ation organiza- tion that promotes responsible leade:rship in the use of land in order to en..iJ.anee the total envirorunent. The Institute maintains a membership represent- ing a broad spectrum of interests and sponsors a wide variety of e-ctuC'dtiOffi'lJ programs and fmllms to enej)urdge an open exchange of ideas and shar- ing of e:\.yerience. ULI initiates re$eareh that anticipates emerging la.'1.d use trends and issues and proposes crt'atlve solutions based on that research; provides achisory ser.-ices; ami pub- lishes a ~ide variet.... of mate.rials to disseminate information on land' use ?~T1d development. Established in 1936. the Institute tooav has more tha.n 17,000 members and associates frem 50 COlln- cries. reDresentl.."lg the em:rre spe{:tru.Ll of the Ia..d use and developm~nt cEscipIines. Professionals r'~y- 2 10-8 resented include developers, builders~ propeny owners, ll"i"estOr5, architects. public officials. plan- ners, real estate brokers, apprdisers, attorneys. engineers~ financiers, aeademies~ students, and librarians. UL I relies nea"ilv on the exoelienee of lw members. It is througb ~emb€r involvement and information resources: that ULI has been able to set standards of excellence in development . practice. The Institute has long been recognized as one of r\...nle!1Ca'S most respected and ~idely quoted sources of objective information on urban pla:n.ni,1g, growth, and developmer..t. This Advisory Services Dane! report is intended to further the objectives of the Institute and to make authoritath-'€ infonnation generJJly avail- able to those seeking knowledge 1.i1 the field of ,11Tban land use. , Richa.rd M. Rcs3..'l Presiden; @2003 by CLI-the U r!-.an Land institute 1025 Thomaq Jt<;'fer.:;on St.-eet, :-i. W: Suite~\yest Wa."hingtoll. D.C. 2OQlJj~'i--?(jl fiJ! light.." r<.<:ter:ed. Repr:xlue'"Jon or use of the who]., or :IIlY pa..-t oi the content..'" ,vithoui .PrittJ~n ~rlJ'issitm of ;.he ::opy- right holder is prohibitoo.. ULI Cat.2ltlg Number: ASS05;.l Co\'€'r phew by Leslie ,I\.. S1'n.i6. All AiMslJry Smi... ?llIlel Re;ltlll he goal of ULI's Advisory Services ProgrJm is to bri'1g the finest a"Xpertise in the real estate field to bear on complex land use plan- ning and deyelopment projects, programs. and policies. Since 194i, this program has assem- bled w€:ll over 400 ULI-member teams to help sponsors find creative, practical solutions for issues such as downto'WTI. redevelopment. land management strategies, evaluation of d€veiop- ment potential. grcv.ih managemen~ community revitalization. bro":'\we!ds redevelopment, military b~ reuse, orovision oflo-w-cr;st and affordable housing, and asset mallabrement strategies. among other matterS. A \\ide variety of public, private. and nonprofit organizations have contracted for ULI's Ad'\isory Serl'"l.ces. Each panel tea:71 is compcsed of hig~J}' qualL'ied professionals who',-"olun.teer L1eir thue ::'0 ULl. Tnev are cho5€n for their knowledg-e of the Danel topi~ and screened to ensure their 'Obje<.'tiv-i(y. ELI panel teLTT1S are interdisdplii1ary and typf. caLiy include severa! developers. ~-l landSC2p€ architect, a planner. a market 2.:1a1YSt, a finance expen1-and others wlth the niche expertise needed to address a g:ven project.. ULl teams provide a holistic look at cie'/elopment probjeIT'~~. Each panel is chaired by a' n~speeted ELI mem- ber with. previous panel experien~. The agenda for a nve-day pan.el assignrnent is in~ tens-iv€:. It i.."lcludes an In..aept.l1 briefL'1g day com- posed of a tour of t..'1€ site a..7J.d meetings ~vit...'1 spon- sor representatives: a day and a haif of hour-long intervi.ews of typically 80 to 100 key commurity representatives: a.~d a day and a. half of formuiat- ing. recommendations. &'1V long r.itrhts oi discus~ si~n precede L'1e panel's eo~clusiOns~On thefin21 day on site, the panel makes a1J. oral presentation of its fin.dings and conclusions to- the SOOf,sor. At the requestof the sponsor, a writtcm r'eport is prepared and published. Becau..~ the sponsoring entities are responsible ror significant prepa.."'<ltiQD. before th.€- panel's visit, b""1ciuding sending extensive brieiL"ig materials to eae..~ member and-a.':TIU1ging for the panel to m.eet San Pedro, Cafifomia,. September 22-27, 2002 i\ith key local community members and sta.1:.e- holders in the project under consideration, pa.rtie- ipants in ULI's. five-day panel assigT'.ul1ents are able to make accurate assessment,~ of a SPOf.l."Or'S issues and to provid€ reeomme.'1dations in a com- pressed a.mount or time. A major strength or the program is ULI's unique ability to draw on L1)e kno'.\,"ledge and exr'~rti~€ of its members, lndudLr1g land developers and Q\'''n~ ers, public officials) academicians. representatives' of finandal institutions, and others. In fulfillment of the rrJssion of the Urban Land Inst.iut-e. this Advisory Services panel reoort is intended to' pro. vide obj~ctiye adviCe that iill promote the re-~ sponsible use of hti"1d to enhance the en ...ironment. Rachelie L. Levitt Senior VIce President. Policy a.l1d mctice ~la;: Beth Carriga.' vIce President, Ad\isory Services Nancy Zivitz Sussman Senior Associate, .:uJ:'dsory Services M€frnan Welsch Ass.ociate. Addsory Senices Jason Ben Panel Coordb1at-or, Advisory Serdees Nancy H. Stewart Director~ Book Program David James Rose Manuscript Editor Betsy VanBuskirk ..A.rt frllectQr Ma.rl..r12. Lootflis Desktop Publis..lllng Specialist/Graphics Kim Rusch Grapliies Dian..'1 Stanley-Austin Director, Publishing Operations 3 10-9 he ULI .\dvisory Services program staff and panel members \yould like to take this opportunity to extend special thanks 1:.0 all GfIhe following persons a.i1d groups. The foUo\\i...'1g elected officials: the Honorable Ja..'1les K. Hal-ill, Mayort and staff members Troy Edwa.-ds, Abigail Zimmennant and \~,rendy Wa.'1g: the Honorable Janice Hahn, Councihvoman, 15th District, and stJlr members Mi.~e Molina. Glieg Asher, and Elise Swanson; the Honorable Jane Harman, Congresswoma.'l, 36th District, and sta...Ffmember Evelyn Fierro; and the Honorable ..;]an Lowenthai, State Assembi:---man, 54th Dis- tricr.t and staff members Helene ",-Ll.."el. NOl:ma.."1 Fassler-Katz, fuid Brae Coward. The t:1r'e:e panel cosponsors: be City of Los Ange.. l€~ Corr.murjt}' Redevelopment Agenc)'. the City of Los .\.."lgeies Har'bor Department, and the San Pedro Peninsula Chamber of COIlli"TIerte. The dry commissione.""S a.Tld staff members from the COIP....-nunity Redevelopment Agency, the 'Har- boy Department, and the Plal1mng DepartmenL From the Community Redevelopment Agency: comrr.lssioners David Farrar, chairman: john Schafer, Shu h.wan Woo. Douglas R. RiIlg, John..~ Ornelas, lVlar..a S1T.iw~ Battle-Bey, a..f1d lVladeline Janis-Apa...ricio and staff members .JohnMeCoy, Ed Don:,rlelly, P.~-;que Khan, SllSaI! Totaro, Betty Pace, and Marj }J:ice Crowe. From the Harber Department: com.-nissicne....s ?'-rieholas G. Tons1ch, president; Eiwood Lui, Thomas A. ;,Varren, James E. Acevedo, and Camilla Townsend KOt.'Ol and staff members La..."TY .Keller. Bruce Seaton, Julia Nagano, Staeey G. Jones, Da;id Mathe,-'rson, 10.."'13' Gioielio, tLlld Kanya T. Dorland. From the Planning Department: Mitchell B. Menzer, president of the cOID.Tlssion, am:! Shana Murphy a11d jeffPool, staff. 4 10-10 The San Pedro Pep insula Chamber of Commerce: Jayroe Wl1sDTI, Jim Cross. al"ld Leslie. Smith as v.-ell as tbe chamber's individual supporters: Jerico De- velopment, Crail-Johnson Foundation, the 'littory Group, Cross A.n1enca Inc., San. Pedro Fish Mar- ket and Restaurant. Spi.l'it Cruises, Tri-Marine International. the Vlhale & .4Je. Little Company ofMary.'-S.a..."J Pedro Hospital, Harbor Insl1!'anee Agency, C&S Insurance, Sherdton Los AngelE::s Harbor Hotel. Bm:teliield Communications, Mary- lyn Ginsburg, Greer/DaiiyfMinter, the Katherman Compal'!)'. Tom McCain, DDS. H;:;.rbor Brake Ser~ v1ee, Harbor-Pront Properties, Harbor\lew Office Building. Hussey Insu.'"3!l('e Agency, Park \Vest~ ern Estates, PliOlityOne Printing, \'ia Cabrillo Ma...-ina 2500, "\\'Illiams' Bookstore, and Linda ,/ Honey, eFP, EA. The staff or the Sheraton Hotel San Pedro, espe- cially Stephen Robbins and Kim Patalano. The pa.l1el aL:;o would Jil{e to thank the Los .;"'lg'e- ies Harbor \Vatts EconorrJc De\'eioprnent Corpo- ration. cochaired by Dennis C. Lord and John P2pudzkis. for coordin~th'1g the project. The panel would especially like to recognize the efforts or the foI1ov.-i:-:g people during t.he panel's on-site \isit: ,j o.h...'l Papada..1ds, J ayme wIlson, and Da"id Fan-al'. The panel is particularly indebted to t1e more th&.i 100 commurity residents, neighborhood council representatiyes, government and business lead~ ers, a..rKl property o''1TIlers who prm.ided unique N""1d valuable insights during interviews and L.le community forum. The inruyidual perspectives gained from these inten~i€'ws were cr'llclrJ to the proc~ss. These stakeholders are a major a..<;set in advancbg the intereS'"1.S of Sa''l Pedro. An ~ SeniC$ P.ool Rfllll!l ULI P,me! and Project Staff Foreword.: The Panel's Assignment Oveniew :md Su.,rnrnary of Recommendations Market Potential Planning and Design Development Strategies ~d L-nplementation Conclusion About the Panel 6 7 10 13 13 26 33 34 San ?edrn, Califomia. Sep1ember 22-27, 2002 5 10-11 " i~ "' ,:~ir~ L:tiY' J. Ke\in La\"ler Managi....:g Partner N-K ......entures, LC West Palm Beach.. Florida ~-;~Hd::t M5}:1~[itt I Ed Freer, ASLA PriTIcpal Designer SmJthGroup JJR .Madison! \\1sCanSLT1 Diana Gonzalez Founder Dr\!G Consulti.:.lg Ser,.-icc-.-s. [n~. MiaITi Florida EdV;-Lll R. (Ray) Kimsey, Jr. \'lCf President and Pri..ne:ipaJ Niles BottOn .,L<;sociates Atlanta, Georgia Charles A, Long Founder Charles .J... Long Associ..1.tes Reno. Nevada Lisa Mitchelson Portfolio Manager SSR Realty Advisors Bostor... Massachusetts 6 Jennifer Meoii Stanton Director of Market Planning <k'1d Ad \,fisorj Servlces Faison Chariotte. i\orth CaroliJ1.a t\ ~ f, r' j 'C~,LH Leslie Eolst Senior ~~sociate Policy <l..T1d Practice ~ru Un.~::tr~ CrJ ! '~~ ~ r: : ,Jason Bell Panel Coordinator 1 Ad\'isory Services A.~ Advis:lrt S.m= PJll1ll1 R.pur! 10-12 i,," ;."" '1', ,," " :\1 'i ~ 'G~: p~ ~1ake only bold pla.'1S" has been the batt.le cry of many \isiona.ry planners. Over the past decade, t,,'le San Pedro. California. \va- terfront and dowmown have been the sub- ject of numerous p1a1L~me bold, some less SQ. Collectively, these plans do not "connect," and m&i.Y of them are in direct (,.'t)nilic:t. 'P\ith each other. The challenge for San Pedro-~he eorr:.munity. i~ wa- terfront, a..."1d the city or Los ~-\.ngele&-is to con- solida~ and eonnect L'1ese plans into a rnunework for u..'lifled development of the \\,,;\terfront and d01;\llLo"\,;ll. S,ID Pedro has a rich and robust b,istory as the port commurdty of Los A..ngeles. p._:~.er years of planning for t.b.e indiyid:;:.a.! segments of t.he CDm- mmJity, the ULI panel's mission w.as straightfor- \~'a.rd: to forge an integrated. action-oriented plan to fl:CQrmect the cammurity with its waterfront. while meeting the rr.any quality-of-life objeC"'"Ll.1,'es of t...l€ eommlLrllt)" a..l'la the ongoing busines:::: and economic operJ.tions of its longstanding partl'"1€T i.'1 the cornmunity's economic destiny-the Port of Los A..J.1.geles. Part of the city of Lo::: ..i..nge!es. the waterfront community of San Pedro is home to one of the world's busiest harbors, the Port of Las A..l'lge1es. Increasing intemationa! trade has sustained :0ip- ping yoll.Lile at the por.... while indust:i.zl acti".;ities such as oil refilling benefit from long-estabiished in..i'TastruCture, a skilled workforce, and access to national and regional markets. E \Ten though the port has €).-panded significantly over fhe past three, decades, San Pedrds aO\\"7l- town com.rne.rcial district and nearby residential areas ha....e not.. They have been affetted by the same economic and soc'.a1 chmges shapi.llg central urban areas tirrOUghouI the country. Currently, the ("'entral business district is in continui.ig tral."1- San Pedro, Caiffomia, September 22.-27.2002 r~:~, ~ "~" 'S;.::;~fj .{-'. '~,j Sac.-amc::nt<l... ~, i.'~ San Fr3r:ciecc . .Oakland . San Jose r~r'.o. ..L::s..:..r~le5 Sa:; Pedro.. Long 5eac:, 10-13 .5an'Oie.30 " '~ \ , ( ( S 7 ''''~-.'.... -', '::><"- -\',:~. - . ( ~::~\ ~. ~ ""- YS\ '" .f ~~_. \l\ i e ~ '-'" J ";~ll .~=~ . I~, \ '~...- .~~~\~ ~~~f~>;'" ~ ~ / ''';:'::'~ -~-,>~ ", " ~-. """~ L"".._...".~, ~~';':""'''z '",~ ~ition witb a surrounding neighborhood or \-erj low- to moderate-income residents and nearby mod€rate~ to high-L:'1comeresidemia1 areas. Through its Community Redevelopment Agency (eRA). the city of Lils .~...'lgeles e;;:tabiished two re- ,itaiization areas: th.e Beacon Street Project Area in 1969 and th.e Paci5.c Corridor R€development Area in 2002. The tight urban fabric of the Beacon SL-eet area. II longstancling cit), district along Har- bor Bouievard. was cleared for redeveiopment. dur- ing the 1970s. This deaJ"m1ce, together I,\;th the expansion of the pen facilities, replaced a long- standing urban district along Harbor Boulevard with a latge \'ara.'1t area that discofi..Tl.€cted the dO~'I1tov;nfrorn the 'waterfront. Office and retail vacancies in the Beacon Street area remain high, 30 yea.'"S after clearance. A cen- trally located, multb-tory office Dwlrling, k,'10\\1l as the old Logicon Building or the Pacific Tl-ade Cen- 8 10-14 ter, has been vac.ant for the past ten years. More- over. a rjghly "."iEilile dowlltowl1 parcel, H-2~ has been vacant sL.'1ce the 19iOs. In the central business district, local retail estab- lisiunems gradually closed and were fl.l"5t replaced by tP-l1.ti. shops and other budget stores. Pioneel'~ ing coffee shops, restaurants, art gal1eIies, and professional offiees are nO\1t replacing them. A LO$ A.ngeles COlL.'1ty Courthouse. the Harbor Depart- ment He<tdqum'ters, and ather m'.lrJcipa! and pri- yate offices now lli"1CnOr the downto\\"1l, creating an import.ant component ofwee..li:day business ac- thity. Private developers have re~tol-ed a number of attractive historic huildings and many ofL1ese rio!f\'11tmm sites, including t.he restored landmark W:u-ner Grand Theater. are frequently used for mo\;e and telerision location shoot::. ~acific Avenue, the commercial core of the Pacii1c Corridor area. has local services :::uch as mechan- ics, barbershops. locksmiths, appliance stores. and banks. These comrnercial entities extend for 20 ./ blocks in a business corridor that is distinct from L1e central do,..-ntowil district. r~n~ t\f/Js~fn1.fi{ Stretching four rTJles from the vincent Thoffi2S Bridge :0 tr,e Cabrilio Beach ore:1k"..,ater, the San Pedro waterfront is adjacent to the dOwlltown and r€sidenti2J a.'r€2.5. Under the jurisdiction oi the Los Angeles Harbor Depa..'"tment, the waterfront contains a valiety of active maritime-related uses, two museums, seye!"'dl marJla5. and a heavUy lised public beach and boat launch. The fishing fleet and related support activities remain an Lupor"..an;: fe3ture, although much iess so than duri.ng t..1eir pe2...~ almost 50 yea.'"S ago. In addkon, there are isolated areas of successful visitor-oriented com- mercial enterprise~ indusbial sites, a."1d aban- doned, vacant, or Ulldenitilized sites~ Other importa!1t features include a very bus=, Cruise Center, th,-e Ports 01 Call Village commer. cial development, and a modern marina.. Plans for expansjon oi the mmir.a as pa...'"!. or Cabrilia Phase II :ll"e now under consideration. The Ports 0' Call properties are operated b::r a li."T'J.!ted number of leasehoiders under a master lease ,vitrin a long- A., iIlIvisofY Servicos p""", BolllKl ter.n agreement. The harbor Department con- trols the southern segment of PortS 0' Call, As San Pedro was slo,.... to experierl.ce the urban renaissance that took root in many central cities and \l...aterD'onts dl4-1...'1g the 19905. chI: port. and L1e eRA punued more intense planring and deyelop- ment initiatives ~dependent of one ~:.otheY. These efforts. resulted in a series of unrealized plans and failed public/private ventures. In i999, a memo- randum of understanding between the Harbor De- partment and the eRA W~ signed to coorJinate do'''\-nto\\''TI. a.."ld .....aterfront development. However, the relations~ip envisioned by this agreement has not been achieved, as the rWQ agencies were un- able to establish an enective working relationship. :c~:;i;~_'\":ir~t t:i~!'~:~1~;I' in June 2001, Mayor James K. Hahn and Council- woma.r.jJa.:lice H.a.1r<: both residen:s of San Pedro, entered office. creating a renewed ::;ense of opti- mism. c-ooperation, a.'1d Oppol"tunity. Currently, local elected officials a."1d corr>...ffiunity stakeholders :share a strong m::.eresi. in creating a bro2.d COI'::- Se!15US for transforming the downtown a.'10 the waterfront, San Pedro has three active neighborhood eounciis. ill of which ate interested in downtown and water- front redevelopment effor..s. These eouncils pro- vide a,-'1 opportunity ror local community pa.'"ticipa- tion in the decisions of the city of Los ~i..!lgeles. In San Pedro, California. September 22-27, 2002 addition, the POrt Community Advisory Conurjt- tee, representing a range of business, labor, and COnli1mnity groups, ser'-e5 <U: an advi~ory body to t.ie Harbor DeparJnent Board of Commi'isioner;j. The CR..-\.'s de<:isions concerning dO\\l1tO\\'n Sfu"1 Pedro are guided by input provided by the Port Community Advisory COI11Il1jttee. A peLlel or COInl!lmllty s.t~lteholde!"S de\--elaped plan." ror a waterfront Grand Bromenade. In June ~OO2. the Harbor Conunission approl,'ed the concept of the promenade. This promenade plan is set forth in the Waterfront .-1.ccess Task Force for L~e Cern.. mmlityand Harbor (WATCH) plan addres.s~d h~er in this report. 9 10-15 ", ~''''''''H'l' .",~, '''I: .0'1..""'-' ,... D'~ 1'>'~ it.:,..I~""-t or:. !U:l",!it :i'4!id 1I.'l':~~~ ~~~~l-~;~:':'~ ",_"..ti,,~;JiJ~:t~ un if"ll ~ ~:;' he panel's approach focuses on providing prescriptive solutions that are Li1tended to enduie long aiter this report i:; published. To d€'termine potential workable solutions, the panel has addressed not only the questions pos'ed by the sponsors, but also. and perhaps more important, con.sciously has chosen to address what it c{'UC\-CS is a realistic ar:d actionable O:l~ on which to proceed. . "',,- i~. ~ , it" ;:;'''; "it; ~"....: '- The panel is keenly aware that both passion and politics have been in the forefront in reeent month..'>, The pa.:.'1elist.3 ?.re deeply impre:5sed wi!..:l L~e 1e";e1 . of coITlrmmity invoive::lem and COn.3ef;.SUS d'.a: be' V'lATCE piChi has engendered. It is a ':I.edit to the San Pedro commuritr that w"lere i."i a.'1 actiw~. hea...-i:- felt irjtiative to reconnect t.he COII'u"TI:mity to itE wa.terfront. However, the panel is equally evgriza.'1: of the fad that the waterfront is not the sole issue afiecting the San Pedro t'ommu.nity. Other issues of concern include the followi."1g: maintaining the COIP.JTIunitis c.1ar:lcter; bcreasL'lg public safety; . achiey"ing iongs-wndi'1g efforts w re\italize the dowm;o\\"TI.; . finding acceptable housing 501utioTIS1 both for the existing stock and for tile introduction of nev,. bousing: and . fostering €'..:onomic prospelity by attral.>ting empio}lTlem opportunities <L'1d pn?sef1iing the corruTI.unitr's stand<L~ of living. All these issues and more are ones that have bee.!"l often repeated tn the various planning documents the panel has, re\'iewed as wen as du.-ri....'!g the more 10 10-16 ...'"'1. -' ~ ~ ;.: ~P"1~~ .,f.. 't..~ ll> than 75 interviews the panel conducted while on site. In the pa..iel's opinion, singu!ariy focusiIlg on the \\.aterfront and the Gra.nd Promenade is extraor- dinariiy risk')'_ The concept of the Grand Prome- nade itself is powerful. &1.d undeniable in its basic me:rit. A singular or myopic focus on the Grand' PromeI'.ade as "the solution" for S2.li Pedro, ho\\"- e...er, is far too narrow in the panel's view. The panel strongly endorses the concept of the Grand Promer:.3.de-extending from bridge to break-ca- ter. On the other hand, the pa.lel has serious res- ervatior..s concerning the specific pIa... presented in the ,"VATeH plan as it incorporJ.tes much, of the exi::.ting land uses a.1'lG the arrangement of u~es / along San Pedro's community waterfront. Shni1:rtly, the ex-pressed belief that the Port of Los Angeles is the singular problem of the comrnu- rdty strikes the panel as too facile. To the pane!, it seerr.s Ul1d,:;:-..iabie L1a! LI}.E port and the San Ped.-o community in fact haxe been IOngstandi.T!g pari.- ners in eac.1. other's destiny and economic welfare. The notion that the porll'owes" the San Pedro community economic ":-ep<u-ations" for its alleged ills over the past iOOyears seem5 strd1ge :In.d misplaced to L'Ie pa.1"JeL Neither endorsL.-lg nor condemning the portl the pa"le! starts its \\"ork with the understarld1'!g that the San Pedro community aIlrl the port haye been &.1.0 ~iil continue to be linked in a. cormncn destiny. Despite t.~e strong iinkages between the port and L"Je SarI Pedro cotn.'7lunity, L1ere has been a. gTDW- bg gap in their respective e'~onomic conditions over the past 30 years. The loss or the shipbuild- ing industrj, aIld the demise of the southern Cali- fornia fishing fleet and the c:rnneries th.at both were once an iritep-al par: of the San Pedro \\-aterfront, are cftencited as reasons. At the same time, the port has responded to e\'olvmg global market con~ ditions and opportunities ,vith steadily inC'rea...~d An AIlYisory Sem"". Panel RIlllIl!I conbinerization and the continuing growth and popuhrity of the ITlJise ship industry. .~n of this is, or CQllOSe, old nev."'S to the San Pedl"O community, Equally old ne~'S is the deterioration of ~1e cen- L-al core ott.he dmvntown <L"'1d the once-tbiving local senice retail est.'l.blishments along Si:rth and Seventh streets and Pacific Ayenue. Similar de- clines LI1 retail occupancies have oC:1..'Urred along the waterfront on port-o\\--ned property, specifi- cally at the Ports 0' Call \image. The panel has eXaIT'ined the market issues-which ....ill be addressed in more detail later in tIlls report -and concluded that ma!'ket and development op- portunities indeed exist, They do not, ho'\:rever, in- volve the restoration of the old, nor do they entail the introduction of a major base of national chain retailers.r:'1e size of the market base limit:: u'te scope of the retail that is realistically suppor..able in the cornmunitj", In cont~t. opportunities abound in the housing sector. It is ci-=ar that San Pedro is being discov- erect for it.::: stock of entry-level housing (o!' south. ern C2lifornia ma!"ket standards! and itS unique commmut)' character ~J.d scale. The pane! was stL1"J)rised::.o discover that, in a truidng, 81ppiy. deficient metropolitan market, so little new hous- ing has been deveiolJed in to,;:e community and that the CR).!g development plans (such as the Beacon Street Redevelopment Projed) do not capitalize on tris strong and readily a\'ailabie opportunity. The commu.-ut}-"s underdeveloped tou..rism and . recreational case also my"'Sti.fi-es tbe panel. Cruise ship passenger tr-affic is steadily bcreasi.Tig at the pan a.!1d ma.l'!Y weekend "'day-trippers" a..-e at- u""3.cted to the reS"'..aurants at tJ"te wateIT-ont. yet there appear to be no strong effort..'i ;;0 e:xpand on this opportn....1ity. Signage pointing L.'le 'NaY to the waterfront a..,d other local attractions is poor or nonexistent. F-e-w new facilities have been added and no attempts at "bra.TJding" the San Pedro t."Om- mUi'lity were evident dur.ngthe panel's vizit. A..'l obsr.acie to 1nc:'easing to~~m is the funited ac- cess to and the generally uIioe!'1llaintained charac- ter of the waterfront. That visitors find their way the..'"'e in the ~ of COrL.'Using access, poorly mai,1.- tained physical :mructur~s sueh as the Po~..s 0' CaLl San Pedro, California. Seplemoer 22-27, 2002 village, a.IlO vLrtuaUy no attention to grounds mm..'1tenance is a testament to the powerful drJ.W or the waterfront. , h1 the pa..,el's view. it is dot a question of market potentia] or development opportun.ities. Though certainly not urJi-rnited. c!eariy discenuble oppor- tli..:.1ities are readIly at hand. The pane! believes th.e essential rnarket-driven issues are the follo'wing: . the need to improve access to and circulation 'lo1thin t.he eom...""nwjty, including "gateway" en.. tries at the northern and sout.hern ends of the dO"Wiltown area: . the need to "unlock" ro....al estate sites for devel- opment.: . the:::.eed for the adoption of high-quality devei- opment standard~ and the need to i..'l\r€st-and to invest significa..Jtly- in public improvements u-...at raise the quality and character of San Pedrds public areas in its downtov.'1lCDre and 'Ilo'ate.rfront. D0~.{:'~Uil!lje:.n~ j~S.UiSS and Gi1Pun~nti~i;:S Though the isSUE- of "gatewa.y's" into the downtoWil lli,jd waterfront areas is not within the panel's charge or stud}' area, the panel strongly urges 11 10-17 community leaders to address it. If access and circulation are difficult, it will imp€de the develop- ment of key sites. An area of immediate need, it requires attention n01J{, before new public and private development initiatives advance and then a.te const:rainc-d. fhf. 1. ~ ?t~e! S!!~) (;TI-;_-~H:t; ~!i!;.: How to forge 3. cohesive, well-integrated fra..'11e- work for the successful den;lopment oi the water~ front and the core dmrntowTI area is the challenge. At present. the City of Los Angeles Harbor De- partment controls the waterfront. The city's Com- murjty Redevelopment Agency has the mandate for t.,\.o redevelopment areas: the original Bea~ con area and the more recently adopted Pacific COI1idor area. The boundaries of these areas ad- join in some places, but they do not overlap.. The combination of the bOlL'1dary jurisdictional issues and the basic differences in org-ol.n!zaticnal mission and sty!.e makes it undenf....andable why a panel was :requested. \Vhen the Harbor Watts Economic Deveiopment Corporation. ti'1e Porr. Community .-\&:isG!'Y COIT'_Ti<:tce, the Sa."l Per1JO Dmrntown arid \v.atem'ont Task Force, neighborhood coun- cils, ~he chamber of commerce. and business and labor ll..njons are addec r.c the mi.y~ eYi:.n r:J.or~ lay- ers a.'ld interes~s emerge. it would be easy co suggest yet another overarch- ing organization or even. an. entity ';\"it.h specifically focused "joint po>vers" to address these issues. Yetl in ;:he pa.'1e!)s opi..l1ion, what the COffi.r.lllL'1Ity needs is to 5"'"WA...am..iine aD.a sL-rnplif:i. 12 10-18 This report pl'o\ides two very speci..fk recommen- dations regarding ho\v to organizationally mobilize to impiemem t.he pa.nel's key findings. These are: the creation of a new liJTIjted-purpose entity- the San Pedro Communily Waterrronl Tl1Jst- a nonprofit aS$ociation wnose .so!e purpose is to hold, improve, and maintain dedicated public lands on the .waterfront, inciuding a promenade for the use of all citizer..s: and . :.he tl'''J.p...:;fom...ation of t..ije Sa.l1 Pedro Do\"\'!!to\\.'TI and "\oVatemont Task Force into a permanent org'"d..nization to C'Oordinate the imple.mentation of 'K:itel'rront and dowl1tmrn development in Sa.""i Pedro. These recommendations are de~(."rib6d in more de- tail b subsequent parts of this report. Adr.Jtiona! suggestions include sharpening tne focus, the rriethods of operation, and timetable oi the two largest exi~ting or~...nization~he Port of Los Angeles and. the CRA-reiarding directed devel- opment initiatives in the waterfront area and li1e I c;re dOwTltO,-",11. There is an entrenched mosaic or orga.'1izations '>\ith dire(.t responsibility for or ta.,gibie interE;i:~ i..."'1 the future direc'"Jon of a.."'1d development a~j'd- ties along the waterfront and i.."1 the adjoining core community "llrlands.l~ The panel's approach is simple: to build on the strengths of the existing orga.'1i:a:ions a.fld to suppiement only where there is a logical or lli~ed need that is not likely to be well satisfied by existL."'lg institutions. All Adviscl'l Seni= Panel Rl>lJ1lrt t. " t an Pedrols riliitory a.'~ a port hub, a fishing village. and lacer ~ a livel\\'ork town domi- nated by the port is stiil in e\"'irience as it has transfor.ned tnto a multifaceted resi- dential bedroom communir;.-. San Pedro's identity is still closely tied w the port, In the context of w1e greater Los Angeles area, the port makes a tremendous econorrdc impact throughout the region. Int.ernational u'ade reja- tier:.:; L1.."Ough the port are a .\ehic1e for jobs, a source of direct revenue for wle city of Los Ange- les., ana a.'1 important component of the Califorrja and U.S. economie5.. It ~ a symbiotic reiaticl"...srip in which both the port and the cOIfu'11unity of San Pedro dra-natically o.~nefit. or suffer at each other.s ha..'lds, Sa."l Pedro is also connected. to greate: Los ~~1}g€- les. Yet, San Ped:o has not. shared in the dynamic g;owth of the overall met.-opolitar, area. Wlth a population oi 9.7 million.. Los A..rlgeles is now tne largest city in the United States. Tne city has an unemployment- rate of lesE than 5 percent. which fuels 3...."l ongoing demand for quality- nousi..\1.g L."Om an eVer-r.;5llg tide of nev.-residents flocking to a relatively healthy job base. San Pedro, however, has not o:.aptw""ed its share of new residents or businesses. San Ped...""O commuters d..:.-h'e to mili- tar:- bases; office workers drive t.o aOW!1to",,'11 Los Angeles, Long Beac.h.. Torrance, and other south- ern California business centers; and seITice work- ers d...-ive t.D the aL.---por!. San Pedro is wen located, providL,g residents '.\-1th convenient access to the rr.ajor employment cente...'"S .in grea-ce!' Los ,-\...?lge- les, but it is not positioned to (:<J.pture the residen. tial. retail, or office market o<;re!'!iow~ San Pedro's strengths are clear and marketable, aIld should be built upon. Tne t.oW!l has interesting arehiteetll..~ and beamL.-uny restored buildings, such as the Wa.rner Gr-an.d Theater. a 1930sart deeD mO\o"'1e theater that ~ often used as a set in the produc.tion of films. The museums, the 'Korean San Pedro, Califomi2.. September 22-27, 2002 Bell-given to Los .,i....:1gele~ in 1976 by South Korea to symboHze the friendship between the two COWltrle:;-the sbps. the fascinating "-1sual show of a working port.. th.e dis~inctiv.e restauran.:s, and the flourishing arts community are assets that enhance the quality of life and define the character of this plate. Most Unporta..~t, San Pedro has per- sonality. To recognize SarI. Pedro~s market potential is to ernbl"ace the fact that approximately 40 pen.-ent of San Pedro's residents are Hispa..'lic and that this segment of the community is as integral to San Pedro as the Port of Los Angeles. Greater Las A.ngeles has nearly double t.he number of Hispanic residents of any other city in the nation-4.5 mil- lior.. TJili; dern~grappjc' r~"ant)" is reflected LTl t.he San Pedro tommuniQ-. Wlthi.n walking distance of downto,,""!l. 68.5 per:ent of residents are F..i<;pa.r1ic. T'he preS'en~e Qf this ethnic group contL'rm€s San Pedro's rich history as the home of hardworking i..'TImigrant fu.-nines_ Ift..'le t.OI,\"T!'S foumiing farnilies and cOIrununity leaders reg;u:d the Hi"pail.!c com- munity as an obstacle, or regard it as irrelevant. then San Pedro vdH not realize its captive 01]}-'- L'1g po\ver. San PedrO'5 downtown was once th.:.-iving, v.itb family-mvned businesses and destination retail at PortS 0' Call 'tlillage at the harbor. .~ th~ eompo- sition of residents u" irl.g in San Pedro chaI1.ged. a radical transformation of the retail industry \\a.s happening simultaneou:::ly. San P-=d.ro's history as a fishi.~g \.illage and a company town dominated by harbor worke..~ gave \'ray as immigrants moved in and low-income housing was built. and affluent second- and third-generation residents, seeking a suburban lifestyle, C!'ossed 'V~5tern A-venue., DOwntO\\llS in eV!?!"'i city ac.."'LJSS G1.e eoun~,r iest customers to malls as the population shifted to 10-19 13 , suburbs_ Now-adays, as American lifestyles con- tinue to change, malls arc feeli.'1g w.i.e squeeze from big-box retail, with Wal-Nlart leading the cha.rge. San Pedro's average household inrome is below the natiol'..al avet"'dg€. :';onetheless, approximately half or all residents within walki.ng distance of downtown ha\-re household incomes more than $50,OQD and 41 percent are \\hitE-Coilar workers. Also, upscale city sbgles behveen 25 to 35 yea.~ . of agf: have discovered San Pec'J'o, 5nding it ar, attractive ami fun place to Iive. San ?ed.-o is grou,ing at less L1an 1 j..'e:!'cent a rear. It is not declining, nor is it snl'Toll.:l.ded by omw4l.7d gromh away from tD>rn.. High-income gTo\\"th is creeping ever slowly ar'Otmd the edges of Western Avenue, along the coast, and in. ward.. Exist1."lg retailers in dO~uwwn San Pelli!) ca.'} pro- vide a base upon which to reestablish the business districr.asa p:edesL"';.an destination. Fortltis to r.ap- pen,L'1e area nEeds to be repositioned .as a bou- tique shopping.uye:::., "With. specialty tena..1.!.s cater. ing to tourists and local residents beyond Gaffey Street. CUITently..foot traffic from L'1e \'\:aterfront .to dov;;-nto,;\ll is nO( si!;-n:ifica,lt. San Pedro's. dOWTI- tC~l1 can be tied to its vraterIrom. provided that waterfront ~tail uses are cQmplement<4..y <L."'ld en~ han~ the o;;erall San Pedro retail expe..rience. Downto'wn lies outside San Pedro'snwtr-a.:.-SC eorridors-Gaifey Street and PacUit AVEnue. Its restalli-ants and stores are visited as destinations 14 10-20 or because of the cross-tlOw of pedestrian tra.ffie. Major retailers that serve moderate-income pa- trons c.an capture this the market more effec.tively on Gaffey Street than on Seventh Street. TOur1St- oriented retail can. c2pture cruise ship traveler:: most effectively at the waterJont, especially if it is located iIt a pleasant, open departure area. Therefore. if dO'\\uto\vn ls going to be revitalize-d into a vibrant, active desti.'1ation. the chamber of commerce must cDordinate plam-ring. marketing, and management efforts \viL~ the port. San Pedro's restalL.''tIJlts are core ret:ril anchors. The unique and friendly gatheringp!aces that fea- ture ethnic foods constitute an advantage for Sa.."l Pedro in the competition v;ith predictable chain restaurants. With their diverse atmospheres and elienteles, restaurants such as Papada..Lds Taverna. the Fish M?,J'ket, '\'hale & .Ale, Ante's Croatian Restaurant, and Sacred Grotmds coffee shcp could not be re-created elsewhere. Successful restaUr."'aIl:s in Sa.>: Pedro add to ::he aut!.1enticity, c..~cter, depth.~ a..'ld allure of the re- tail en'-'1ronment. They are also pivotal to attract- ing customers from t..~e :;nrise ships. from the other side of Western Avenue. and from throughout the gre~lte!" Los A..11geles area. Parts 01 Call Vil.L'lge is obsolete.. yet 72 percent of San P,=d!o~s residents say it has good restaurants_ No trendy themed chain restaurlli"1.! is better ror San Pedro's ret2il market position than its lcng-term~ fa."'TIily-owned and --operated gathering places. San Pedro can build upon this traditional iegacy. indeed. the see.mingly strong s.ales volumes or the existiItg restaurants are the most credible marketing tooi availabie for attracting significant upscale ret.::wers. B~usethe 6t,y L-.:. blessed v.-ith a vibrant 3l';'c.3 com. munity, San Ped.ro's galleries also are ieading the way to ereatLl1g a un.ique retail destination. The area across from the Los ~~'lgeles County Court- house shows what f:;:-sr. needs to happen lor the d(l~~utoi.rn to rebuild. btQ a pedestrian-mendly n~tail corridor. DO'W1ltoWD merchants that sen-e niche lifestyie interests. such as the local ,...-me snop, {:aTJ draw from both area residents and tour..sts. JIll AllIIism'J SmlteS !'allol Repllt! lurJ1g th.emfrom the concentration of enter'"~- ment uses <Lid restaurants at the pmi. Upscale retailers seek locations \vnere they ca.1 hit the bull's-eye of m.a.'\.-lmum density of high-income residents. These retailers view Sa.11 Pedro from the conte:.."! of covering the Los A..ngeles market. San Pedro's residential market is not yet strong enough to justi."'y a retailer tiJ open a separate ID- eation on tlris peninsula. and the tourIst market has not been estabLished to effectively compete -Ili'ith the destination offeri"lgs in Long Beach. F"or e."i:ample. when a Border's Books & Music or a Bames & Noble e\'<i1uates the greater Los &'1ge- les market, it zeroes in on hC'.\' to locate clDsest to the greatest volume of college-educatcd, higb-in~ come households 'With high purd:a<:;e rates. In the absence QfideallocatioDi: '",ithin the strong- est residential base. retailers locate where other retailers are already achievbg high sale:; volu.i'nes. Sa."'1 Pedro does not :ret have the residential or :he tourist base to support retail as the lead eeonomie re\it:lii~::>tiCln tooL HO"'''ever, population ai1d In- comegrmvth :5ignal~ to retailers L",at an opportu- nity to locate ,in an up-and-coITling !"esidential a.nd tou..',oist marke~ e..."tists. By ;:"e'.italizing i~ housing st.ock and welcoming new residents. San Pedro \\-111 b€ ta.\ring powerful steps toward effecting re. tail econOIi'jc development. Retail re",itaJ.:ization trom t.he inside out 15 more likely to be successful in &in Pedro because it is already slowly happening. Business incentive pre,.. gr-'d.InS to eneourag'i: startu[Js suould be in place tD foster entrepreneu.."Ship and to stimulate demand arnong potential tef'.ants for vacant space do-WTI- town a.'1d at the waterfront. 'Vacant buildings around clo\A-,nto\\'TI a.TJ.Q in \-<1ew or the coru'Jedion between the waterfront a.f'J<l do?-'11to"W"TI may be pri....ne- retaillaea:ions one day _ Funds to pUl.\:..r....a..~e and pro>-ide buildour. expenses and fum..1Ong for key locations to connect Qmvnto"\TIl to the water- front should be considered_ .-G j : ~, C1l1"b appeal is diffiC".llt to maintain in a retail envi- ronment filled v.ith public streets a.'1d independent San ?e-aro, California, September 22-27, 2002 owners. To the extent that retail in Sim Pedro can be treated as though it were im-estment propenYr managed, maintai..'1ed, and operated as a cohesive shopping center, the prospects for attracting and retaining quality reta:lers wJI improve. Safety, cleanliness, consistent signag~, frontage wndi- tions, parking availability! and marketing cannot make a retail mstlici successful, but their absence can c.1.u-se it to fail. Professional management would need to include waLi.:.ing safety patrols and the prov':.sion of fre- quently cleaned public restrOo.i11S. Training and quality audits for senice, display, merchandising, and coordinated marketing programs VtlJuld help to unify ret.1.ileI"'5. ff the waterfront, Joe-a! cultural attractions, and the downtown ;u:e marketed i:n urjson, they will all benefit from the increased perception of critical mass and from eross L?"3iEc, Furthermore. the dowmown district should be dearly demarcated at both of its entr)' pDims, There are no postcards, T-shirts, or coffee mugs emblazaned\1'ith irnages of San Pedro: it is nOi: otn'iou~ how to beSt s~n1 a day and a dollar 1.'1 San Pedr-o. ' ROUSL')-g Starts are an alternative tool rEtailers llse to assess arr.arker. when sales volumes or de- mographics do not match spending power, The Los Angeles hotb--m.g market is SlJ unde..vsupplied that nationai housing reportS currently list the va- cmcy rate as '"Virtually nOlle." Studies completed in 2002 for San Pedro e~Jmate that the housing demand could support over 3.000 new u..--nts, yet 15 10-21 t.i'tere may have been fewer than 8.50 net new unit::; a.dded in the past ten years. Orjy 27 perrnits were is:::ued in 2001, with the first ~i.'{ ~onths 0[2002 on pm' with this pace. Housing gro\\'th stimulates commercial gTo\\?th. Silll Pedro's housirlg market is out of ::;Y<1eh ,..it!: the greater Los A..I'lgeles market. The residential buying power necessary to attract and support viable retail do..vntown and at the \\.atern-ont lies on t:1E ot:.~er side of\Vest,ern Avenue.. The deyel- opment Ofrnil.2.ket-rate lr'!fill hCU5L.'1g lTJ. quamitie...;; large enough to counter the disproportionate share of lo\v-income &;'"ld special needs housL.'1g' that has been a!located to San Pedro can happ.:m only if L.~ere are parcels large enough t.o create an im- pact. A,a in.fusion of fa.TJlies to counter the nega- tin: perception oT gangs and trlli1.Siems is possible orJy UtJ1e housing stoc.~ and the COIT'_r:l'.:iPJty are attractive and well maint.ai..1'J..ed and there are ade- quate e-ducational oppormnities. 'i,vltn a 4.0 percem \.",c-.ancy idLe ir, the Sa...:. Pedro oEice and indusL":..a! marketa.-ea office develop- ment,is not recommended as a stratE:g:i" for eco- norric de\'elopmem. at t.his time. Thougn nor. <l priority. new office de-veloprnen: constitu.tes a PQten~ial option if cer..a.in conditions are met.. Re-- spor...sible oruce de....elopment in today\~ economy in....olves preleasing ar pres~lling to stable, credit~ worthy busin~::e5 with t.he potential to provide li':able-wage jobs for io-:aJ residents. Economic developme;J.t teenllters could use ta.,-: ince:r:.tves and GL1er l'esources to attr11.ct large- f{)otpl'int temmt5 who nrould gain some advantage by locating near the port. Potentia! te..1ants ir:- elude ver;.dors.: suppiie-s. investors, lenciers~ ser. ...;ces pl'o\iders, and compa:.l.ies that al.:-eady do busL.'i.ess wi~h the pan.. Relatively proxiIr:ate ta LosA!1geles Intermu.:ional and Long Beach air- por..s. San Pedro is a eommuUl.oie dis~T\ce to other major employment centers in Los Angele:::, pro\iding a..i additional ad....antage.to prospee:.:ive ornce tenants. 16 10-22 ;i:!..L, ;;:t"". ; ';. f~! , : ~ t';! I :' :Ui} Sat;. Pedro's \vaterfrunt can rilld ~hould be the cat- alyst for t.he community. There are numerous ex- am.ples of sueces::;ful waterfront projects all along the \Ve~t CQ~t. indeed all Q\-er the world. :MOSL of the succe52ful uses a..re a combination or parks~ public {acUities, and cornznercial ser"llces. An acti\-e container port does not preclude the po- tentia! fur active recreational areas. Charleston, South Carolina, for example, is the second-hu.gest contair'.er port on the East Coas~; it aLc:o has oo:ome one or !..1€ nation1s most upsc.c'ue tourist desti.fJ.ationsl c.-elebrating its IT'ilita.7, industriaL sociaL and ar- chitectural hIstory. The most appropriate u~es for Sa.."'! Pedrds \vaterr.ront are those that preserve tbe al.lth.Entic:Ly oftrus eOljlJl1urjty, provide active recl"eational opportunities for re~id€nts, and offer retail uses arld ...-:sua.! entertainment for crui~e ship tourists. Ll1 the paner.::; '\;ew. this iE a ';mrking waterfront / that. ;::an celebrat.e :he harbo: and i:s heritag~. The waterfront should nm. become a st.erile envi~ fO.r.Ine;;.t... It also shoulc not be dominated by t...~n retaiiE..'"S ~}12t can he replicated at Long Beach or aIi;'where eJ:-~. The waterfront CGT; be ar, economic engii"le ITi mill:..... W2;.'S. Becaw::e erildren constitute 25 percent of Sa..TJ Pedro's popular.ior,~ the 'T."J.:errront needs ;;0 be a pla~e where thi'1~-S can be touched and climbed OL and this fact should be, reflected in any devel- opment plans. The foilo~"":J.;.:g is a partial list of po- temial ac:h.-e and passive recreationaL l'etail: and eme.:-:.a1il..!!lent uses for development on part I.ami: parks and trails: musell...Tfl.$ and aqua.!."iu:ns; public- an ~-aneries: interpretive historical and educational opporw- nities; boati-:.g, wi:,dstJ.!1i.'l~, and hang gliding: . wildlife \iew:ng; . festivalJst.aging; An Ali'JIsllry Semces P""el Heplll! . touri"sI1-oI1ented retail and re~talU-ants \\;th outdoor seating; . athletic facilities; . fishir.g/fishing tharters: . retired naval ships, '.\leeks, and submarines; . bota.:.-ucal gardens; . a cooking school; . carriage rides; San Pedro. CaJrtcmia. September 22-27, 2002 a chapel; . a band sheJ1lamphitheater; . markets-fish. produce, flowers. ca.'1dy; . a resort hcte~ , shipbuilding; and . a mal"lnaJr.aucical shopfoass pro shop. J , 17 10-23 ;~, '!";'. ~ .~ I(~ i ."i H lan'ning a."'ld design are central to marlY of the issues confronting the community of San Pedro~ and they also pro\ide potential solutions. The hist01ica! physical plar~i!1g grid was an effective link to the oceanfront envi- ronment for early businesses and residents. Over cLue. indust.-ial. port, and trar.1spor;..ation u..~s have disconnected the waterfront from the historical downtown of San Pedro. Reclaiming the physical relationship between the San Pedro community a.nd t.he waterfront is essential to physic-a! P?\ita.!- ization, in the par1el's OpLi1.ion. Numerous studies haye beer. conducted oyer re- cent years. The Pacific Corridor Redevelopment Project. Report; the Beat"OTI Street Redevelop- ment Project and even the San Pedro General Plar. are all examples. The Pacmc Corridor Rede- yelopmem Projet't RepoIi.: adOPLed in. 113y 200"2, €:5tabIished a clear mission and comprehensive goals for most of the traditional downtown San Pedro cOlT.muJlity, Calling for neighborhood pres- erY.:lUOD and rehabilitation. it identifies the:natic elements to tie the dG'...-m.owll to the harbor. ThesE pians r.aye been thoughtful. and many of the con- clusions reac..~ed al'e similar to t.1c-se of the paneL However. the plannii1g process has been discon- nected, wi.th. une,,'en implementation. Recent \isioning exercises through commu.llit:," 'workshops. and ad\r1sO!:Y groups bve made signif- icant progTESS in breaking 00\\71 ba..rners among t.l-te "HriOUS stakeholders. These efforts also have identified divergent opinions. It is ti.'fJle to build on the subst3.ntial consensllS reached t.hrough studies like the WATCH plan and to continue to resolve points of contention. As the panellea..."'Ued during its ,'isit, the "alignment" or political interests and L'>-J.e desire or community members to trust one aT.:- oth.e!:', (,'ity institutior.s, and eiected leaders ha....e never been better. Immediate p!an.."jng initiatives should lay t..':1e foun- dation ror the S1aJ. implementation of the follcl'\ving: 13 10-24 '.i .. eormect the dD\\11town grid directjy to the wa- tel;::'ont; imroduce- clec:.r gat.€w:1)rs to the ,:ommunity "'li1: way-fmding -signage while establishing a strong entry along Harbor Boulevard; .. est.ablish distinctive subdistricts along the prom. enade, L"!.c!uding a cruise terminal. a rna.!irime museum and civic center, a festival park. a fish- ing \"illage, 2.J.....d a maliTIa; .. c:rea!.e a new Crescent traditional neighborhood de..'elopment; d~4.Ile the dO"",lllOWTl corrunercial area, 'i\lth Si.\"ili S'C.reer a.~ the "main street." ?aciEc A',,-enue as t.he '"'market street," and Seventh St.r8et as the "ar;:isti\\--alk"; t~~aD1i~h "addressesl' for re.si::i.ential neighbor- hooes and preEef\~e anc strengtnen communi\:y cormeetior.s; cO!'Jlect ClutUr"d. a..-ne!'lti.::s wi~h open sp3ce and re-=eanon resources: de-;:eiop p<c~l B-2 a.;; mi.'\:;:c-use do~to\m hOlL'- ing with ground-uoor ret.ail:.and encourage residential i....ri'ill. Clemiy, L"Ie powerful concept of the promenade, e!lgende-red by t..>-te \VATCH pian.ring proc~ss. ~. established an effective symbol for opening access for thE Sa.I1. Pedro ccrnrmmi;:y to the sea. The prom- enade t'oncepr a:lm':s for tne i..'1.troduction of a mi.\: of eompatible. nonindustrial uses~ both public a.nd pri\'ate. aiong the waterfront. induciing recreation, re!.ail, a..1d resc.alL."'ants as n-ell.as an e.\.-pa.~ded cruise terminal facility, a maritime mu- se!.Iffi.. public m"t., and the commercial lisPing \.;1- iage. To be sllcr..-essful. ~his C",Jncept can be impl.;:- mentec. v.iLi1 consideration gi,...en. to the folio,,-i...n.g: priorities: An AdviSnIY Serriclls p""", Re;Jflrt ) 0 '4@t? 0 (~:;~:";~~ JU DO D:~,~"",,-",",~, O oo,;nr'l ~ r I . . I,\! Li I ~",,~;O' ~~J '..~"", I '_ I:::: 1;<:1 i tk,;~~"""'''C;l L,~....~~ . ".' L.'" j"Ct__JL __ L-....... '.....IN'I !t"'Oli"":I"U'''''~' I tn. fD' .0' ID~u"'",,~:.r\\Lln, l'U-'-::u:'"'~""I"'-~' , , . !" 13 , ti ,! ,~ : I ~I \ 'L L u '----' ~ L.:::::-J ---' _ _ _ --! -""rJ:J...u...~~ ~; 0 Ot;J,O,O,O:O 0 0 nj~ngilo p ~ ~ I:~E~;,:._ %itJkii'iO!:...~" ~""l'Y'R"~L'- ,-.-.; =~=-:S:~:;:L~'ro -,' ~ , ';;'::'..';"~~~:~D ~~~;;;fZl~,~ ~-, .')~~- -Lr'~:""_'-'''~~~::"~/ c:-//~ v~.,:_,) '~"""~,- .~,.. ".~-',~".,:, ,'/~! ' M '.111 ~ :~"~"C ! J ~"'" ,/ !.;;.J .. ) J / ....::') "-J , - ;<~"II~ ~ (;. 5,",,,,, F,!>c,~~.~,= 'sr>;"f~.i~ ;:~ h~ ~, :~,.....,;~", ,~'"'~." '~I.:c,,':I '-"., '\ 'oy. >:;:~"_-:';3! .",,,~.;m, ,;:,-:-;,...;11 !;,,$;":sc..; ;:..':..~;c~, wi;:~ ~"""~e:J Mox:d 'J"'~ ~ ,:"""".,,,.,,::yWa,:.e..-f,,,rr.:""''', i::"-,.'."~'-..J ,,,,!!;:::.::.:e,......i :r. ".~~~ ~;;li..i.,~~ ~ 'Ow"';;;w~ :;:vcla;>"'~"'"t. $J:~ !'~D,lc ,"cc~~~ Agree on the desi.'"<lbility ai1d validity of the prornenade--e..\.tending from bri.dge to break- water-to be implemented in a series of phases O\.-er the next decade. Begin detailed design of a specific section of the promenade immediately. . Identi.':"! the light eonst..."'Uctior. "starti.ng poi.nt. fl The portion of the promenade between tile V....orld Cruise Center and the Los AngeJes 1Ia..""itime Museum wouJd proTIde significant ~)-nergy aznong the activities at the ter!ni.."lall the mu~ seum., and the restaurants and shops dO~'TItown. San Pedro. California September 22-27. 2002 . Execute the B...."St SEEmen! with skill a..,l.d kee::. at:entiorl to detaiL The quality of design and :materials used will be w."'i~ic:1L Ensure Lu-t t:lli initi2..! pr.2S€ is contenw.-ated and focused. E\-en L~ough work might start on remediation, demolitior.... and cor..su-uction at dis- cennected points along :"'1e promenade., the :'L-s new phase must deliver a dear. coherent seheme that sumds on its own. . Make the btial section work 'Aith L":1prov~ ments on SL-xth ~jd Seventh 3i:!'eets al'ld Patine 19 10-25 =:' ~"'""',.., jo..,,~ I ,1 "'~;"c~.t;..1 N,,~~;,:,~c:q Ii IU' ," ~LI ULJ -'nO'OOI J'ee",,;! ,.,', j I ! ~=-~:,;J.. r:;;;.J;O"~' -'- '--~"._., ~_. '- <~,:<" ::.:..:.J~~~ c::J c:=J~~J~'J[:~,;:. l c~rGr':'7]"'-=/; ~, i Il,c ?:~':;:;,?) t;~ ~,~'~"'(l -:J0 .,~~~,p<S;j (lj' .<:~ / ''''-'c'-' =..'ft.--".j(.'~~~''''i '^ ~ -, V!C'"..cr'Ju.~", \ "AC~S1\~" ""',"'""'Wi!r tY'~'i-1: Jlf7J jjJ 1h)~.."_' _ I ',:J::*_i6.L~,(,\':) (vvayr''''O-I'''a ,,' ~"":1'o;;;.;,;~,~ - o '(8) 0 I Pad," "" o []] 0:-0 I O[lOiDO 0 l DO · Cl[ ]00 ~]J~, .' '~~~\"'.<:I"'um .: tlliJ~. ffaa,,"""" ~c ~~~ L_':". Mari~im~ M:":s~l.!m Di~~d~ ;:~. S't.<l-:icl": 2!J 10-26 AY0nUe to deliver a series of visual experiences that "tell the stlJry" of San Pedro. . .Ma.ke tbe design t1~xible to ove!"tome tec.'uucai and operational impedii'nents; :;lle:h as ac:ce~s to s}1jp~. . Deliver recognizable "districts" such as the sug- gested DO\\"Iltown, MU.5€um, and Cre~enr. dis- tncts. adding \'anety to and unique signatures for each segment. . Program the promenade to lli'1k e.tisiing reSOlU'ces such as the ma.ritime museum, the aquariU!l1, the fishing fleet, the beach, and the pier. These existing elements should be simult..1..i1eou~ly -im- proyed and expanded. . Maintain an appropliate el'.ic character while deliyering the tmique, au::hentic experience of an active seaport \\ith a 3ignilicant hllii.oriea1 iegacy. . Use the promenade and A..ngels Gate as icon~ to heip es~blisn a "San Pedro brand idemity. ~ J;' ...~,. .n' 1i. adch-essbg the de...eiopment or 6e \vate!"fron::., G1€ pa..."1e! has cieli:nea~ed tne followlilg de\'ein~- ment districts: DistricllA. District IB, we Mu- seLlm Di..<;L'icr., 2.:."1d the Crescent Di5trict. For lne panel's purposes. the central busine.'is distl'lCt rLulS fr(L.11 Harbor B011Ie\':J.;G to PaciJic Avenue. The North Opportunities Diagrams (on page::: 19, 2{), and 21) de!ine3~e these di5~riC:5 and pro\'jde a.il overall view of the panel's recommendations.. Separated iTom t...1.e dov:ntown by HarDor Boul~ \"ard. Dist::ict lA stretches from approximately Third Street tv the c::-'Jise terminaL Pm' Disw:iet Lt\..: the panel recommends: . redeveloping HarDor Boulevard as a strong emry so that it does not C"J.: off the QOV.'ilWWT: from tJ.~e wateffi-on:; . deyeloping a rrixed-use I::'Oject i..n. tb.e a..rea south of the cruise terminal; . internalizing the parking structures for tn~ mi'CeC-use develo9m.ent and the eruis~ te..T)T1..!::121, An Advis...~ Se."'fices Panel Report liPlng the structures \',ith commercial a.nd retail uses to sc:-een parking; and . designing public aeeeS:5 to the promenade and L1.e wate1.Tront that is sensitive to the security n~s of the cnrise ter.ninaL The Museum Distdct encompasses the area sur- rounding the Los Angeles .Maritime Museum be- tween appro:dmate!y Third aJ'I.d ~Enth streets. F or the .Museum Distr1ctl the pa.11el suggests: . lor:ating loc::!.l mU$euIT'-S in one a:ea. giVl.'1g them an. identity; alio~ing the Los .-\.ngel~s :M~'"ithne Museul'l1. to expand its collection into a n.ew building along tbe promenade; . consideri:.:.g vpening ",he old ferry terminal that is currently a part of the Los A_'1geles y~time 1'fusel..L."'!1, if the museum n<l.S the opporr:;.:..,"}.ity:o expand; and . wea\i.'r1.g pedestrian wate....rf.ront access along arId around the existing Los A..'lgeles Ma...riti"!'.e Mu- seu.m buildi"lg. prov~ding a waterfront prome- nade where-ver possible. District IB e.\"tends from the edge of the :Nlusellill District at approximately Ni..:":i.h St.reet to the edge of the mahJ. ehalll1.el. including Ports 0' Call. District 13 reiriort'€:s the entry to the por"", The panel recommends: . developing a port museum or other public build- ings; displaying an entry seulptu~ that \\iil prc>"l,ide a 3ignature statement and all opponurjty :for new artj . c.reating a waterfront park where people e-Ml watch the boats-and where cruise smp passen- gers mIl watch the people in the park~ a.'1.d . erecting a collection of public L.'1terpretation pavilions in the park to showca....~ information on the port. loea! history, or the fishing industry. The Crescent District folio\vs Crescent Avenue to the Caorillo MarIna. The panel has based its reeummendations for the Crescent District on the as5ll.:'T:ption that the porrs plans for the Cabrillo II San Pedro, California. September 22-2i, 2002 Jl i Ii: i~'""U~f"<'l'~TU" .' n~u~ LJ L-i ,~ ~:. L-~ -~ 'JODi ,0,00,01 ,,>:S~'liJ.S'?~'7~~~r:i;~ c.<~<~ ...~;;;~'v/"'..~"s. :;L~~";,:~ v ~~ '. .1F~' :PJ;;Y~. ~q.ti.~~ /j~~ jfl{'" ~M'~",. ~ ~Z;< ".,,~ // "'-":+"..1 .~.>Vi...~,,1 "'~'''~~='~''C~ ;.,~,..~"" marina ~iil proceed in the near terrrt Howe"'e!.~ the pa.1.el believes that tills land. is toO ..-aluabie ior la."1d .based boat sales a:..~cJ would be better used for re~idential development. The SOUL1 Oppon'J.!1i.;:ies Diagram (on page 22) shows the p&.'1el':: contir:- ued promotion or tne pro.rne:n.ad€: a...1.d waterfront ac-:€ss where pcssibie alor:g t.he east:/w'est cha.:.1.ne~. It also contaiI15 the panel's ~et'om.-nendation5 fo; developing housing below the bluff in a :r.a.'1ner that creates a waterfront suooi.-:mcL Residemial development shOUld L'l.c!ucie the folio",i"1~ . a street plaza: . a public gree..!l; linkages to the ~aterirom and park: tie.:: into exzsti:n.g cr'~u.iation patte!'!:; . building mass de:::ig:n.ed v.ith se::siti'-.ity to nev.-s; and . a pede!':trian-mencl1y layout. T.~e pa.nel suggests that be ful-ill:g fleet be TII2.ln- tained, v-ith the addition of a retail 5srti.'"'l.g st.ore to cOffi;:>iement the commercial 5sh market. The pane! did not specifically adaress Warenouse L Howeyer. the panel believes that the fua.11CiaI merii:.3 of the adaptive use of this buikiing should 21 10-27 -, r ~ '~;EJ""'---' r-, .\\~ ' ~ ~ t. \~dQ=Dn ,f '~ '~~~.w~uD~DDnh.. \r~~~\JDuLJDD_ ~ .m"" .~~~ ~CJL :::JDu.,,,,,~__ ~ "..- ~Q'~":'<)&e ;'O'>~;---, '-- 'Q.~~~ '.,~,.-,.. "\1,'1\~" ,- , '" ~ '1;1" -""<:';"4 ..0;:' -" ~ ;I,\;~ $7:i~. \. c-<'V~c;. '" ...-n-'"c=''' ~ !.\ \-2, ~&dOCD =re- "~",.r<:B"0- \~'Y,!'.' I>P)W~ /~~.:;...." ~ ,~.~/j lY'v' '.,"' _______ ' , :::d 0,1" . \' ;.,y~-; ~v r . ---':;"-' //;> " --- rv- ::%Y" / /, _....~~C1 I ~ t;.:.:.l / ~ ~/.. ~~ ,.~>~."., ~~~ ~.".--i~--- .....-: .. -"'~" \~ be eyaluated: if reuse is not costwbeneficial: the st!1.lc:,ure should be temo\-ed to permit a complete redeyeiopment of the a..-e...~ ru."ld the waterfront.. ,I F or the 5-2 site, the pa."1el recommends the devel- I opm~m of a :r...;-~e~ to fOur-StaT;''" IT'i..-;:t-d-us~ oGild- lng ",ith 5W'eet-level commercial spacE topped by !'esidential uni:s. In the i1lu:;t,~tiorlS on !Jage za. :h::: p<l;.H:~1 suggest::: a design tha: fotL:sE:s on an e:,~'r cou....::rard, \\i!h coye..:.-ed a.---:-.;!ri~s lining :he commercial :--:pace on three sides: of L~e stl"Ucture v.ith ar. architectural style and roof lines L".at re- flect those or the 10C'J..i a..-ea. A th..ree- w four-story builci.ing or this r}rpe cr..!'. pro\ide a tr2...1.sition from the current stocJ.: ofhisto:ic t-,,\,0-story ~tmctur~s to th~ large commercial buildiIlgs Emm the 19705. In terms of the sequencing oi physical de'teiop- ment, the pane! recoITI.."1lenas focus1ng first on ~he prom~nade and faeaae ilT.prO\'emen~ in ::nE: cer.. ::rai Dusines3 diE:ric:. :\ ew cornmercia.! nses in Dis- triCl U\,'should be developed nex:, cor1..T.!ec+ing G.1E: t:n~i;:;e terminal to the bottom of SLV:b. StreeL De- velopment in Dist..;ct 13 should upgrade existi;i:g ,es:::aurant~ a.lJ.d shops and L'1t:'"oduce new one;;: at PO:rt.3 0' Call Village. Then the development of chic buildi,'l2'S. suc:: as 2..:, a!Ine:o: for t.:1€ T.a...-ii::ne musetGn 2nd a waterfront pC'.rk. should foUo......-. 22 10-28 '<r. ;>,C'?,~~,; .".l~d.l".i :Z~e!t'J~,..~'a! :::"~"y!GJl~",,~ c.. ~ .' ' " ;"i It is difficult for V!SI'tors: to iocate dO.,uiown San Pe0,ro and the \l,.aterfront.. As depicted iT: the !eft- hanc. illust..'""ation on page 2.i1 the 8!1trance to the historic centr?J ~usiness dis'-;....>1cr. and the water- t-oIJ.: lies well outside these areas. Opportunities exist clang the primary verJc:!€ circulation routes -Harbor Freeway, Gaffey S'wS€t, a.nd Harbor Boulevc:o--to u~e signage tc. create "gateways" leadbg visitors to the dOVi1lto,,'1l and the water- front. Vel-ojcie access along Pacific Ave!:!ue is not we!coI:l- ing. There are few. if any, signs directing motor- ists to- the waterfront and its a...nenities. hnprove- ment;:; in access and wa::wding can make Sa..i Pe~Q easter to visit. Consideration shenld be given t.o the quality a'1d Ioc<l'tion of signs to achieve the greatest impact. ~ -.. . ,- ... DOW pr:..r."Tla!''}' aIlU seconaar:.,: gateways prO\lO!Ilg ver..ieula:- a.J.d pecie::-'trian ,K~..:ess to the SaIl Ped"ro dO'O\;'TIto....ll and v.""atemont are identified in the righi:~hafid Wustra;:ion on page 24. Signa.ge should be 'Jsed at these Li1tersedions to direct yisitors to the aOvYTItOWll.. w.1E watertrDnt, and parking 21."eas, giving cor.sideration to pedestria.rl circulation roU\;25. The themes fcr the area shouid be noted on the signage. An Advism'I Sel1i= Par..1 Re;lorl Public L.-rrrastrucr:uri? improvements designed to tiIl....\.:; the dOm1to'\l.Jl and the waterfront should ir:- cbde pedestrian crosswalks. sign:.11i7-<ltion irn- nro\-e:ments, clem: si!Z!l~e fO!' directions, way- Endi:.g and branding: p';king npgTudes, facade irnDr{wements alonE' Si.\.-J;. and Seventh s:.:.-eets: op~n spate develop~e41t, and tree piantL.'l.g, The. panel's ':ision for these improvements as they relar:E to Harbor Boulevard is deDicted in :i1€- illustration on page 25, Clusten"1g improvements along the main roads i.:. the cent:-al business disL"ct ::hat lead to the >\'d.ter- from can pro\,ide gT'i::ater yisual LTUpact. and ::he use of sigT.:.age can CJ1a:racter.ze San Pedro as a place with an identity, Facade improvements, storeiron: awnings. a..'"1d o~he:- elements tha~ ::ar. tie togethe~ t.he resta\l.."2J1ts and the shops C2..'1. create a welcoming awnosphe!"e. GuidelL'1es pro- mot.ing good design 3houid be set using the many exa.:-nples of building facade and s~reetsca?E: i.rn- provement::: that exist in downtov.'!l San Pedrc as benc1unarks to evaluate proposals.. .: ,t~~:~'f~ '.;'":::' ~-r'i.' rJj~ ':';U H~~ ~, , Residential developmenL especiailj-' new rn.<u>ket- ratE: housing. is an e-cective to.oJ to stimulate exist- fig com.-nerci.al a.lJ.d residential are2S fu'1d act as a San Pedro, California, Seotember '22.-27.2002 .ll~ I~ cata.!yst fOl' new retaiL office> and tOlli-lsm uses:. The statuto-i)- prohinition on housing a::. a..'1 ele- ment of the California State Tideland T:rJ..5t is a se- rious obstade w the inclusion of hOuF.Jlg along t..r.~e waterfront. However, the planning benefits of thit: inclusion. espe-::iaJly in the suggested Crescent District, are sigrii:5cant. Detivering a new inwv;n neighborhood --nith traditional neighborhood char- acter and at a seale appropriate for a t.'"Ue pedes.... trian emi!'t.'!lInent. linked to the adjacent recre- ational a..'1C ma..":.ne uses, woula be a significant s,ymbolic step for....'<ll'd in San Pedro';s rebirth. A: the same rime, deve!opL.;.g both f!!.2.rkei:-rate rental and for--sale housing in the dO\;.Jlto\\'j, dis- trict. especially as a component oi a rr.i.xed-use de- 23 10-29 '~~ )~, \" '/,,-" ''''' ".. <,('\:::-, , "._)~ 11" "'~ ~3-:-----:~=- Vf?~r-/" r' \11/1 I '\I! ( , I '-J~~~ I , ' '--;'11 I=r!~ Jell \~ rlrJ,\~ \) Ii 4-\\ ) JL f\V 1,- \\\''''''''v I __;/' ~~\I 11 ~~-.' I' ,~,\ 'I ;;:, II\- ,_._- //7~ I}} I'! 11- ,,,.-----.... / I . ,.' ~~ (j / I Ii / ~ ./ ii ! I' I,...., 'I ~~I.:_~ .~ .,,~ i! '''~ .,,."""..,.;""'..,,.,.,,. ...,.,...-,..,.".,.....- \'elopment on the H.2 site., and ~ new iliscr'?te m- fill eiemem:s 2...'1G on :he up!--er !loors of renovated com.."!le~cial buildi.'l~, ean :ill activate ground-floor retail uses th..."Oughout :he downto\\'1l a:-ea. TrJs proposed new urba..'"l. iPiili and expansion. both .It ~he waterfront and in the dO\\l1towu corn. . .." . .. ., .. merC!2.l mst:cct. must mamt.:.m-: ~ne au:nent.1C:l';}" af the San Pearo ext"ierience to excite visiro:-5 ami comfort residents. ,,1~ strong design recogniz~ abie- to San ?'?m'o'2 longtime populace :an !ncor- porai:e L1ese new elemem:s jmo tile exisi:ing faD- ric ;L'"l.dintensi.:."::1 rather than destroy. th.e area:s 'lr.tique ambience. The panel stronglY reeommencs: that tired for. mnlas forpn:--dicraoie generic ...~-aterfront cleveloy.- me!:':t ~houiri be 2:.cicied,. I: feels t.hat a fresh. vet cias.siC' look ca..... greatly enh.<L:.ce L"le atmosphei~ 24 10-30 '--~. ~lnLtlJke~....J~ II JilL II i I --l L' U ".'1:.. 'n'n.n:L ~ . , , I ' I I J L-I -,i'~~...J L:.$ '.'-1111 JOrr- '''=Irni _..,J U L.J L 'li'l'\\ i Ii \\ ~ '---' L......-) _ -.-..... ID! II -.-"----, ,--....--J I ~~_.,'., --.._.~. ~r-'~'~ ~ ~ ._--',"~-"-..,-.. c:.'..",....,.,.. "-...,..."",.."',;..-,,,- <.~,...~.,-...-,--",_.,,~- a.'1d cr.a;-dct~r of a new development ..yr.il~ reZ1- ing i:h~ histOrical roOt5 of the community. p"~,,--i7:.;1;~tion otthe aO\1-ntOW'11 business district. foC'..1SeC. prirr.a..";Jy on the link between tn.e v;"<!.ter. n~nt a..,d improvements to Si.xt.h a.'1d Seventh streets and Pa\:'i.fic Axenue. must be supported by s::::-ong and pU1jJosefJ.l des;gr. g-uidelines. Some el- ements of ~he ne{'ESS<lry g-JideHnes are already in place, but responsibility for integrating elements L'1i;O a dear, concise docU:."'D.€!!t wittin an app!"Q- prlat:ely defined d:is:nct.. including both the exist- ing comme!.cial are;2,S and be ;\'aterh-cnt, should oe piaced b the hands of a single coo!'dinatin.g agency. Appropr..at.e reyisions co zoning specifi- cations as well as the new design guidelines need ::0 be impiememed ::h:rough ::n€: creation of an, ave.day distnct. An Ao.islJr/ Sorlie"" Par",J Hegnrt \ ~ ~y;;!;.'f",~::,.. ,;,it:~= ':.t::.:$- S'.:r.Ci P'dest:"i<3t1 f- Harbor Walkway Finaily, the execution of the proposed oper. :3pace and new development of the watetfront \\ill pro- \ide clear e':idence tr.a: a new culture oi ;:r:lst and open commucication has be.come a.."1 iiltegi"Rl part of tne COf!l...'11unity;~ char-deter. San ?eoro, California, September 22-27,2002 ~i~ ~ [ ;;f6r i~: .~~~<f!:;;;'t.. 5~ult:',i3rd -1- I .t 10-31 (7~1 ,1;m V\~t J(JfJ1 \ 1 ~1 Ii ! ) I) H I: ~ ,~ t1 ~ ~I: ~ ;l"hU:, r- rr" 1 f{./ ~ ll<"~-..L;:;.., ,:)M!'ttr'i\;:'_i-""-;'!~!"o' Ccmbir.ed Pede.striar:JRecrl':'aticr1 P:Eh 25 ij ~ ';; .~~ ",\ "-f~ ~~J .~. . ; 1> ~"(. I,. ';:;:Jl ::!-..~ " ~-~ ~ ~ l1cce:3S in de\"eloping t.he San Pedro \vater~ I!"',mt and re';1'ializing the do....-ntO\\l1 ,"ill depend more on institution:.1.1 strategies 1;."1d attitud.in.?J alignznem than en real es- tate per se. in the panel's opinion. San Pedro has been character'..zed as the ;'b~-r. soutnern. Calif or- :ria beach COlT'~'TIUI'jty to revitalize.)l According to many of the organizations and indidduals inter- \-1ewed by the pa..'1el, institutional ba..rriers have impeded rede\"elopmer.t. Although these barriers r..a...e 5ta!ted to fall, i:Pis portior. orthe report ad- dresses a 5w-ateg)' and implementation bluepri...'1t to reconnect the waterfront 'with t.he comr.m:uty. At the core of a.l'lY publicly sponsm"ed de\,elopment ini'Cl;;.tive :s a commo~ \"isian and a uriTIeci f..-ame- . work fm" achievemenL The panelenaorses the cc:mmu.njtfs vision 0: reconnecting the Sar.1. Pedro COTIurltuIity to L'1e waterfront. In L'US section on ae;;elopmem s;:z-c1teg1es and implemem:ation, the panel pr~sents an ou~iL"le of a frmnework for t.i'}e (.."Cmmunit)' to at:hieye tris ',isior... '; :~;[, t.~: ~,'" , ," ~:>-_!c ~~:S:. Du.:.-mg tIle panel'~ visit. co::r.1TIu..:l:Y leaci~""S a:"!d stakeholders repeatedly expressed frJstration regardlng prior failed development efforts a.s 'r.eU as instiwtion.ally imbedded ~onilicts that Ll~'\'.an progress fnr uni:ied de'..elQpment. Based on tne panelists' proiessional experience and Db- sen'atioi:s. the foilo-wing a.:.-e orre!'ed ~ gu..icielines for succ~ss: . Estaousn a tn.t.,:;;:; to ensure public access to the "vateifJ'onr... . Eli!TI.i.'1ate ~of'i'...rsior. a.rnong $:akebolders. . Redu-ce the nlLuoeI' of committees v.itn Qver- iappmg a..id missions and mem::;ers. 25 10-32 ;.~ t1.,,, ".f -"'~, E"i '"':~ j~S ~:"~ . Focus more on speeillc actionabie steps and less on process. . Integnte all planning and development to spe- cifically addre~3 the connection ben....ee!l the waterfront and the community. . Build on the eomrnunity's strengLiJ:s, using the pori: as an educational opponunity-mmine his- tory, a.rts. and cultural resoun:es---and promot- ing e:-:isting tou.,-jsm as well as the availabili:y of reasonably priced real estate. Tnese general guideli.."!es can serye as the mortar that holds together the building blocks of a sus- t2i'1a.ble de\'e!opment strategy, At L'he mast basic: le\'eL the panel recoI!L'11ends a de...eJopment strat- i J egy that includes the follov.ing four a.l1chors. "t;"r ,\;'"" L" :,;,: _ ~ ;; t' i5" :::-,.", ~. ' "i i:' ';~' . .." SucC'?SsIUl busiJ.'1~s n::::ture5 rely on strong pa.rt- nerships of mutual benefit and respect.. Real estate development on the '..:atemom ;an create ne\"" building:s a.l1d heaJd'Jer busiIlesses-but these eco- nomic effor:s \\ill fail if they are not based on a relationship of trust and respect between the port and the community. The port and the c.ommu. nityneed to commit to a pror-ess that is open and. pa.!-jcipa::Iye. Suc.,.J, t..""'an.sp2.rency is 'dta] to bui1rj- ing trust. The paneLl'eeo!!'.ffie:nds. as the first step to found- ing this relatio!'_o;hip, the est2.blishmem or the Sa.7J. Pech'o Cornrnunity Waterfront Trust to hold the public a.;eas of the wate.:-tront for the beneEt of the public at large. The process for capturing eco- nomic \'alue at t.r.i.e waterfront '...ill succeed or fail depending on the underJ:rii1g strength and sus- taL."1ability of Li-te partnership between the poI"': a.nd the community. The port's m,uldar.e for these ia.l'Jds, to be held in t.rust for the public, is essentially part develop- ment oriented. T~js i'":"l&'1date serves the port well An Alivlsary Sem,"" Panel R"llllrt when it f()cu~e::i on it~ basic mission of cargo, trar.s- shipment, and customer service to the interna- tional trMiing community. On the other hand, it is the panel's opiillon that the port is inexpel"ienced and not weil equipped to focus on public re-devel- opment of land that is more appropriately used for open space a.'ld r'eCl'eatior:. as \'-ell ~ for cultural, commercial, and residential uses. Tne panel believes that the revitam:ation and the long-tenn economic health of San Pedro rely on early and aggressive deveiopmem of market -rate housing adjacent to :he \'tate!iront aZld dO\'\'TIto1\l1. C-u.."Tently. housing land "alues substantia!!y ex- ceed land values for retail or other eommert:ial u!:es. By promoting the development <:of housing. ~he cOIT'.munity will capture substantial eC"Qnomic value tha: towd be used to fund O~!1er adi...it.ies. in addition, an ini1u..'\ of re-::;idems VIiI! create de- G!and for good;:: and senices! conL-ibutir,g to L.1e economic viability of rer..w€.r5 both on pOll. prep- ere:" a..'1d LY1 dOv."'"TIto\IT ,San Pedro. The panel beliE:1res that the port's corn,:.,ucme!1: i;O cease ca:-go ha.."ldling a.lC :3tcrag:; ope::-a:.ions or. the west side or the cnaru"'lel goe::: beyond a desire to repair its reiationship Y>i:.lt the cornrr.uniry or San Pedro. TPis is a good business d-ecislon as welL ~cauH:: a vio!""c...'lt v:<i.tereont. and ciO\"\"71tn\\T, \\--ill enhance the port's economic s:.rengthby ::..~- ating significazrr rea! est.a:.: valne, L.'1.creasing r:ne ..-:iability ofbusinesSE:5 operatiTlg on the ~ater- from., 2nd improving rhe porfs cmnrrmriry image. Tnese are legitirmm: business objectives that COD- L..-ibute tv the por./s bottom line_ This econorrje rf::-- a.lcy v..-a.:.-:-a.n:5 :'1e prc';ision of par: furH:ii'lg for the promenade and :he waterfront recreation area.. Upt-ont. in;;estnem. from th.<: par: is partieuia:iy importdnt, as this is the foundatior: upon wrucn all further in r-es;:ment DY oth~!" parties ;\iH ae;>enc... Itk; bey.ond the oanefs 3COD€ of work to QU<l.:'"!Th;' - . .' the level of upfrom. llveS""wnent ~h;lt may be :"e- quired. The p<iJ.'1el suggests that tfie port's ::OiElT'-jt- ment. at a rrir:i..num.. should eompl'ise the foHo$- San Pedro. Gaiitamia. SeDtemoer 22-27,2002 inl:,-: the public lands it ran trois on the west ~ide of the channel for the bridge-to-breabl,:-ater prome- nade; and at lea~t 7.5 percent of the canital fundi."TH~: for the L.-titjal improvements for the fl~t phase of'-' the prome!1ade and thl? lands for major deH.lcf-- me!1t sites in the Crescent .-\rea. The panel's impres:::ion is that SaIl Pe-4...IO h~ been stuck in a Kafkaesque ;,.\'"orld of endless planning. JIlli,y things have contributed to this scenario: a lack of cooperation bet\,,'een the port and the com- mu.r.--Jty: fear that deveiopmem .,1,.m contribute to the notion that San Pedro is <I social durnomg- ground; and concem that development ~11 fur. ther de$troy the ehara,del" or the dO\\'TIto~71. CL.-C'lrmttan~e5, however, have changed: the rela- tionship with t.he port has the potential to gro\\-: there is (:Qr'..sensus on the need to preserve the ('ha.t~lcter of the downtown: a.rl.d the pa.<rJ.el belieyes that market forces can be h<.uil€SSea to produce L"1\:estment that C1aintrins ctov:nto\\"!l's authentic~ i:y. The development a.."1t1 implementation strate- gies arc designed '-0 ca'pikiize on these eha..'1geri cir:umstanct~ a..""lC to illO\'e. as quic.\cly as practka- bie w capture b".:estmen: and value. The implement.a:ion of these four :::;trategic initia- tiy€s \\ill requi.r2 COOD€l'atior, arnonr tho? :>or:.. thE: cnaIuber of ('ummer~, t~e eRA, <md the ~~u- ni,;y. ThE continued leade!'Smp of Councilwomar, HahIL repreSent1Jlg the 15th District. and the rr.avor ......i11 be cri:lC'".J. TI-.i~ leaciershiv v.ill be oar. tic~ar!\' impon.z.nt in tne ei,rriv st~s tD ensri:-o; . . . tna.-: susr.ainable rebtioi.sh.iP5 and cooperation a..-e firmly established.. C::" ~Fr, '01; The San hdro community has an advamage in ha......;:.t."1g an organizatj'1n already in place- that is charged with the coordina:ion of existing plans for the ,~<U.erfrontt da-"\''ill.O\YTl redev-elopment. and in. r.egration of the paneJ1s findings a"ld :recorr-",,-nenda- tin!"'..;:. This entity--tne S&.i. Pedro \.Vat~:.ront a.i.d Downtown Task Foree-would be tnt appropr..ate orga;:..izao.on. in the pfu"ler:s OpllTIOr:. !;O over-see a coordinated developmem process for the .,,-ater- from and :nE: do....-mo...-r:l. T"nis orga.."lizat1on C'd!i se.rve as th.e public fO!"U..1I1 wne:e u-ansparency ean 2J 10-33 be incorporated into the implementation process to build trust and accountability. The charter or this group audits members}ljp v.ill need to be ad- jUS!M to reflect this expanded oversjght role. The panel suggests that, a.s a r...rst step. the port. the city, and the eRA formally ratify ~hi5 new role for the t.ask force. This u'lsk force ha~ c.een insm.1- mental L'1 promoting the integration of a..:"1.y eohe- siVE: waterfront and do-.vnto\\"'71 de\'elopmem pla..'1. Originally, the task force WaS a.,1tic:pated to last =:;ix to eight months. Ho\'t;'ever. the panel recom- mends the exten.sian or it3. me and the 02xpansion of the spom:or base \\itb the arlditjon ofl'epresen- taticn from the Lo~ Angeles 'Visitor and Con';en~ tion Bureau and the Department of Cultural Ai- faL>-s. The three irJtial goal!: already deIi.'1ed by the :ask force should be broaden~ to include ongoing coordL.'lation oi city and counctl re.3otU"ces related to the deve!op!7ient and,mmmenance of :he \"2ter. front a.110 dawntov:n projects. ".',';" ;i,f'f The organizational coroUal"}- to ~he task ferce is a ;"Jew ?€r:nanent o:-Eanj:;:.atiQn-~he San Pedro Commur-dt)' Waterrrom 'IT"\ZSt. T:'1E' panel strongly recommends that ;:hj~ new. entity be formed as a privat.e~ nonprofit organization \...i:h ilducia::; l"eSpOnEibility for tne development and the ongo- ing operation of !he promenade and pUDlic opeE- S u;lce areas. The trust would create a new fra.TTlewo~k for ;:h€ ma."12.gemerri. and dev-?lopm€m ar :.n€: ;x:.biic m'~ of the viaterfront. This new c'ar:lework is essen- tial fOi sucr:ess to he acpjeved iT: the p:-i\'at-: de-vel- cpmer.t of the \\':-iterL.-cm a.l1C in the revltali;atlo!: of thl? downtov".. Ha....iilg a trust will foster feelings oi eertc.in:y abcu~ the future. whic:t is iinpcr:ant when 9lidting m- ':es:men: from the reall.:state t.'Omrr.uTIi:y. It also would ereate the conditions :1€ce;:;sary fa! maxi. mizing (,'QIIUnunity support and outside funding fer c..1e promenade and t.i-t.e rec:em;ior: are,,," The trust '.,"culd be dil"ected. by a beard composed of seven me:noer-s whc represem the po:"t. the 28 10-34 city. and cOffiffiUnity intere5ts. The bom"cJ is ex- pected to consist" oi:he follo\\1ng: the purr.-t.,,'o members; the city (mayor or appointed mayoral represen- tative, or councilmember from the 15th D15- ~..rict }-t-.;\-O members; . the maritime museuInlaqUarlUm---0ne member; and the community-two members. In addition to the governing eatu'd. the day-to-day operations of the trust \vill bt: 5uper:-Lsed by three senior .:::t2...."1 tonsh:ting of a thief executl';e offieer, a chief financi<1.! 0 ficer, and- a chief operating ofneer. ThE: senior staff would be hired by the bOi.u"d mem- bers and would serve at thei: di:::cretioTI_ The panel suggests that the port lease those areas out-lined ill the recorr,mended waterfront cleve]. opme...'1t are:!, consi~ti!1g of w1e right-of-way for t.he promenade [fiG the putllic ope:. spaces, on a / lcng-,-er:r.. nm:-jnal 02..,;i5: u[ 50 yell'S or more ,,-ith r::::newal$. Tne port "ill :~tEJn control of all its lands outside oi the public rights-of. way for the promenade ac."'!d L'le ...,:ate......sae uses a!'ld physi;;:a1 structures sueh as the bulkheads and :he exist.- ing ma.:-rna. The panel encotll'"ag<;:s the p('.rt:ie.s to let the mu- seum and aqua.!'1ili"T, foundi.1.:ior.s p;:..-ticipate in the trJst.. .\3 the p~u.'1ership e'.'oh"es. op.portuni:ies fo:, synergy ';i.ith w'Je ::;ust and the fOU.'1d~tion~ Till be great. Ir is re('ommended t.1at the t.-<lst st:ill" c:ontrdc1 the design or rhe h--nprovemems for the ''\-ate!"- front prmr.enadE' a.:""'!a signillcam public a:-eas. In addi\:ion. the tT'..lSt ",auld oversee th~ iiay-tc-d.ay opEnitions and maintenance 2'espOilsibilities w outside veneors. The ~.anel .::r;',-isions tne 00:<': to be 2. !oziea! soun::e . . - of sta,!"'tUD fu.:,dins- rDr the cl,:lst, witn tl~:Ist staff . - i:.-nmediately corr.me.'1cLT!g private fu.."1ding mor...s <L'"lC itien~ille2.t.ion of athe!'" funrii.'lg SClJ..,"tes. The ac" tivities of the trust would be funded L~'ough part c>.nd corrllIllli1i~.y cont..-ibutions and assigned de:vel- c-pment reV~!me~_ A tOSl-5na."';...'"lg agreement c-e- An AdYisnI"l Seni""s Panei Rneurt t\\"een the port and the tru..'",t will need to be ai1 early part of the implementation process. This ag!:eement would create inc.entives for the trust r.o seek outside funding for the deveiopment and mainten:.mce of the prornerade and recreation area. The trJst wil! direct subsequent private fnndrais- ing enorts for capital to extend the promenade, and the port will match all raised funds. Outside rl1nding potentially ean come from the fed- 21-a.l and state level::, such as lhe California State Coastal Conser.-a.i1C'I. Other foundation support ma.y provide significant grJIit and fundraising o~- portunlties. especially if tied to pro~rning at t.he mal-;tir.1e muse':.L'TI an.d the aquariu.l!1. :F'11nding ma~- be available tP.rough the folJo\\ing public ilIld priyate sources: . the Public Improvement .4..I."ts PrograJ.'1l, or Per.. C€nt for _~i5 pl"ogya.'"TI., Whi~1 requires 1 pen:e;~t or the capital improyernent cost of all constrJC- don, improvement, or remodelbg uZldertak:en DY the city to be aliCC<lteO for public art; . existing capita! i:nprovemem band issues: the Los Angeles Convention a.."ld Tourism Blli-eac:: exta.'1t econo-r.jc deyelopment tesources for business development: private in vestment: &"'!. €:\.-panded business improvement district; <L'1d . public and pnyate grants. The L':lSt ca."] also be the vehicle ror barnessi.'1g community financial participation. The recently cornple!;ed Fisherman's MemO!-:a1 .....~ funded o~' over $200.000 of community aona!;ions. San Pean, has deep roots. It is a t:ommtIPjty that, given the opporcUJll:Y, cuuld strongiy embrace th.e cn.a."lC€ tc f,.nanciaily suppor.. the revitalization of its w'ater- front. Tbis can h1Vol..e sponsorship of selected seg- ments of the promenade b}' bdividual comr.1U.:"'1.ity orgar..izatiOTIS a.'1d entail na,'ned parr..s, benches. or other landscape features as: has been pm"Sued in ChriestoIl.. Somh Ca.-olina.. San Pedro. California, Septemher 22-27, 2002. The port. needs to mm:e quickly to establish a eapl- tal line item for the construction of Phase i~ con- sisting of the promenade and tuTival piaza. This upfrom c-ommitment of the Phase I right~r-\"'-ay and fu.nding ror the promenade :LT1d the recr~at.ioll area south of the maritime museum is neeessnry to create \'alue for both the retail and housing de- velopments. \ViG10l:t LtUs commitment. establish- ing t.he momentum of on.l.;.-oing plivate real estate de\'elopment at the waterfront will he a challenge. Early funding of District L:\., which extends from the cruise ship tE-!-minai to the maritime museum, indudw..g the a..rrival plaza, is a \ital prerequisite :.0 capitalizing on re2! estate development oppor- tunIties. This in.itial port bvestment must consider how to add..-e5s the ongoing funding comrnitme!1t nece~ sary w maintain and develop the land comrolled by the L-ust. ThE paTIel1"':'~omme:lds that the port as;sign de\'elopment reyenu€'s from the retail and housing development areas to the trust, thus suO- s:amially lov\"-e~ig i:~.T!qt obligation.. hOU2.u'1g de- vciopm:n!, in pani:::ular, IS likely i.O prQ\-ide both subs~.a.'1tial value a."T"J.d .sigr.mcanl funding. Yunriing fOI-r.J.ulas should also include L.'1cemives for rr..ax:irnizing om:s.id~ resour:::es 50 that tn.e T.:s: ~Jl agg:-essiycly pursue federal. Stalk, foundation, and c:omr:;lUniry support. furthennore, l:..."fJ.€ Iu..rJo- ir.g agreement must recogniz~ L"rJ.e n~ed to create i'Jng..ta.""m, ongoL.-:g, a.'1d sus~ababiE- fundi.ig ror tne :rust. ,":. "1!C' '" ::l:!f."~: ~ " '<""' Tbe process fo!' prccee--Ji.'g "i\;th pri-:;a:e dcve!o!>, me..'1.: of the re.tail <,u1d housing sH:es needs 2. credi- ble fr.unework in the panel's opinion. Thi:3 devel- opment. .process must bE predictable-to t.n.e development com:nuni:y a.nd to the Sar: ?erlZ"o c.ommunity, The panel suggests t.hat the San Pedro Downtowr: a-'1d Waterfront Task Fo!"ee ?.5sume pr.u'TIary r-esponsibEity for coordinating &.is pruc;:s~. Tne panel recoIT1:'Il.ends new p::i:vate development in threE principal <.Teas: a new retail, commercial. ami restau..-,mt e~'lt.er proximate to the c:11i..~ ship !.2!1TIi.."la~: neW" housing in the Crescent Area: and 2!i 10-35 3D housing 3ijd adjacent dev'eiopmf.nI if! tnedO\i'TI- to"""!l. The panel envisions th~ r'2spor::s-ibwt}' for pub.lic ::;pon,5or~hip of ~e ,Prh-ate d.eyelopme?t .. projects ;:.0 De ~".e port".:;, tn.e .:''-ater!ron~ task!orce.-s: J and the eRA's. The panel speciTIcaIiy does not ree- oamena the Sa.,"! Peci.ro Commu:li.ty Waterfront Tr'.lst to engagr: in aT sponsor pr1\'ate :-ea] esta:e developmem.: in:-:tearl. trJ.s ne\;; entl~y ,;ill focus solely on public i.r.1prove!!1ent~ aIld oyE':J.tior.:S of public lands, and should not get ruS-W'J.ctfXl by pri- vate iand development. To <:'oordinate pri..:ate development projer..'ts~ the pa.'1el retommend~ takiIlg f!','e actions.. '.,:~",' t C!<:::, I ': '""; \. t. ~ : ~ ~..;.; :;:i! ,/,:;:'., :',: l As the paIle!'~ design recommend.:.:.tions ii1uicate, a key t"Oilrn.ou:.o.r to the success of \\'aterfront. de- velopment ",ill be its physical cna..'<lcter :L.1G "eon~ nectior." to the dO'.\"7ltow::, Befol'e !'Eubing de..,":::]~ opers. the port and L'Je :.::ommunity Inns"! adopt .~ .. .. ~. . . Unlrom aeslgrr stanca:ds ror tn.; wat2~'trOn: anc the dO',l,l1tO\Vn. These sta.l1cards need to cumple- ment on<2 another. They also should addres:;; issue:: such as functional connections of priv<ltit propeny to tne pubEc use a!'e~ dthe v.":::.temom as weE as ar~~itecD.1ral vemacuiar. building feat1.1.:es. par'\.:- h"'lg, ouilding n:assi:ng, and open spa~e. T.~ese Q2- . '" d' . . d Slg:i. all.G GeVelOpment ~tc.n ,a:'~ are mtenae . to 10-36 create a compatible look and add.ress an overall design dlaraeter, l'a:h~r th:m uni.formity. :i,l. p. .. ."." ~. :.;,L !.; Before any de...eiopIT!€!:lt proposals are made public, the panel recommends the creation of a common framework for ev:uuadon and seiection of de\'etopme:1t proposals and negotiation of agreements. This ",ill e-liIT'inat.e unc.ertairlty as to how the process work3 and L'1e end result. iJ; l: D'o." ,_I' Shortly after adOpdD.g design :3ta.'1dards, the re- sponsible organization.s~the port, the task force. a.:,d tne CR.'\-snould issue reque:=,-;:s for qllalir1c.:l. tons (RFQs) for private development of their r€- 5pf:etive areas of res?Qr:.sibili.y. The RFQ process allows de'>"elopers to Qe. eYa!uated b.a..~ed on the~' e.\'}>enen>::e: abHi:y to artract telUln!S~ fmanciai capacity, design cap<Ibility~ and ability to \"\turk \"dth tni? commu,,ity. This avoids a de';eloper '<beauty tontest..~~ it. also is <.l iO\l'"e!'~ost Pl'(l(';':':ss for de...-eiop- el'$ and is more lil"-~}J, as :-1 (,OI'.5eq'Jence~ [c elici. a g:'eater :respor.:se :TOD ~he devejop!:l-::n: eoo.."Uuni!y. ."-.r:er a r.mrspa.rent selectioTI process !-.as been compieted. :ne cnosen developers should be a.~ked to prepare sp.e:::if1C Sit2 development pl.?.r.s. Based on agr~ed-li.pon terms and guid.eiines adopted prior to the selection process, these pl3..'lS wouki ne corrsisr:e.rlt "it.n weil-:5t.U"r:ed ?~D[ie objectives and baseli:'1e financial tel"!!ls. ]1 '.i;. ~i i..'. ,.:: This will fuL.l.ll the objective of a ~seam1ess inter. face ne!.\\'eer: the v;a;:e~:': om. a..,d fne dO','O'TItov,-:;" and vril1 capture the tax. increment. \-:iiuE: of ne",,' priva~~ de..-elopmem neceSS2..;--:i to ensure long. tern fi!lanci.'1g a.T1C sust.ainability. Rou:;;:ing will bE: a pri...'lcipai economic engine- of waterfront ce\'elcpmem and aOv..1ito....ll re....itaii- zar.1oi:.. Tne pa.YJ.el calls specific attention to the housing sector in ordtr to ma:drnize iu. eeonomic contlibution to the waterfront l'e\.'itaEzauon :ill.d An Artv!s..~ Services Panel RetIDrt reconJ;tection process. It recommends that the fo!. lo'.ving four steps be taken. :' The Crescent Area housing development on the 'xaterfront property has the potential to pro',ide ::ubstamiai l'e1lenUe for use in developing the public a....nenities of the promenade and recreation area:;. Other California pOtts have found ways to address t.he L.l1pedir.1e1':.t cited by the Port of Los An:geles that the California St2te Tidelands Trust ..i_ct. passed in 1911. prevents the residential de- velopment of tidelands property. Because the de- ve!opment ofhousbg is so impor:'-<'1nt to the over. :.ill economic v"iability of L~e waterfront, the pane! recomrnends that the port immediately pur;iue all pr.lctica.l efforts to remove this burden. <'. ';',,' :::-:.,:;-,:" 1.,.-' Tnese bclude the follov.-=.ng: a re-I,toh'ing fU..-"xl to pU!'c.~ase under'J.tilized ii1dust:lia! a..Tld commercia! si;;es in and around the- dO'WTIWWTI a,id reconvey them ror market-rat,€, residential dt'velopmem: a revoi-dng fund tv preSel"Ve singie-family mar- ket.:-d.te housing :..i:.roughout th~ Pacific CoricO!' Redeveloprne-r.t )''''!-ep.: and :lSsemoiing sites for the deyelop~ent of ma:-ke'C-:-ate: hou.~g in :'1':: GOVI''"Tltov,T.. Tnese [hre~ prograll'.5 rocus on producing and pre- , . h' " se::'.'1.1'J.g ma1'ket-r'<lte .ousmg ana. tnus. may netes- sita1:,e. the use of nonhousing :.edevelopment f.md~. Market-rate hOUSL1'J.g in :..'n.e dOWTItoi.il'l ~ ....ita! t('. increase t.he spending power and rnU5 spur addi- tional com..>nerci21 deveiopmem in 'Che dOWTI.tov'n. \<:;.;" :':" : :'.~' ,'"' r ;::: '':' hr.," >,,c." .~, ,~h ". Development ofr-he E-2 site as a marKet~rate. mid-riser and rrJ.."\.ed-use residential property ean be an im~..a.'1t early step toward !"?populating the downtDv.'!!.. ,.,.,< ~I" . . h' 'f ".". "..." '. ."'>' " T:ne market evaluation se-ction of this repon: gives ii::tle support to tile notion that a,'1 cffice use is likely in the old Logicon buiJding. The eRA should acquirE 2.Ile demolish tr.js structur:: so t.hat the San Pedro" Califomia, September 22-27, 2002 site could be used for development of housing :.:im- ilar to that recommended for the H -2 ;;ite. i,' Conststem. thoughtful de$ign guidelines are an iII!porr.af;\. de,"elopr.1t:m pre:requisEe for the down. to\\ll. Tne pa.:.'1el strang!:-" recQIlli"TIends that the:::e be adopted as a zoning-01erlay to erS<.l:-e the pre~ en-atlon of dO\\'TItov:n's cha.racter as new pri,'a!.e in\'es~iI1em vC=:Ur3. The ::ity c.f L05 _:\".1geles a.Tld t.1.E: SP.fi Pedro Char.;" her of Commerce atE: Cll.'Tem.ry working togethe!. to :re\i';e the fUfIT1.er Business bnprovemem D1&- ::..-ic'C (BID)" which has been w,c".1ve ror several years. 1'1"'.1S BID can be a potent vepjde for the San Pedro revimiizaton s:-c-:lteg-y, its main r,mc-- tion 1X"'3.S to ensure. frequeni. tra.:::h pickup in the d.o,\-::towr~. :\0....., t..""2.SD. pid:up and public salet:>-" should be only a Sw-r.L"'lg point. Current efforts shouidrevitaiize a..'1d e..xpand the bounca.'.y of the BID a..'1d the scope of the SaT'f. Pedro Old To,,,';1 Business Improvement District te. include be wateri.-ont aeveloprnent area and a marketi.:'lg pro~TaI:l to Oa.'1dle- the branding of Sar: Peai"O. TM B ill should also perform traditional task:-:-'1:reet ciea.-tir.g, :rasn removaL lighting, enhanced public saiecy"signage, and physical mair,tenance.. The pan.el re<::OlT'.ti!lends re.tring 'the BID 'With a,., urgent need to expand it~ SCO!-'€. and to include an S-..2~Li:e..~oiders a:: t:1~ taoif:-. T:.'l~ encrt to reestablish 31 10-37 the BID should moye quickly ahead and compri5c the follo''''-!:lg: promotional €\'er.t5, m~u'keting, signage: a..'1G branding ought to be undertaker.; the service area shouid be expanded to indude P:J.cL.;c Avenue; l'et.:,u!ers Or! the waterfront should be required to pa.,.ticipat€'; . the c.haiTIber of cOImnerce, the eRA, and the BID should \>\"ork together to gel: an access pian impleme!1ted by CALTP.ANS a.i-:d the city; and the museum and aquarium ought to be in- cluded in the B LD to coordinate promotion and m21'ketir',g. 32 10-38 CUlTently, businesses in San Pedro's dOi\-nto\'i'1l lack the economic resources to support a BID \\ith a.:1. expa.'1ded 5cope. The par:el recornmcnds that the chamber pursue a three-year grdnt from the city to fund the startup costs of the rejuvenated BID "",-jth the com.!uitmer.t that it be self-support- ing tnere<'ifter. The addition to the BID or the re- tail businesses de\"elopeq at the \vaterfront (":.m contribute significantly to it.::; long-term viability" Ad(E.::g the prescribed \.vat(-!front rek1il. thE: inU- se!lr.'i. and th€ aquarium to wle BID will ill<lke it more eifi:etive at bra.'1ding and promoting the attraction~ of S<,n Pedro. , I An AliltisorJ Services Panei ROllort t~ ~.:) he waterfront has ahl,'"ays been central tD San Pedro's economic \itality: Now, San Pedro has a ur~que opportunity to capitalize on powerfui market forces to creaL: do new, publicly oliented waterfront and new private de- velopment. The ability to take advantage of this opporr:u:nity ;\;il depend initially upon the removal of the institutional cOflSi.raims that have thwarted redevekpment efforts in the past. The panel \va.~ impressed "\1ith the apparent coIDrr>.itment among all the par:ies to carr.lrnon goals. It is aC'r.ltely ciear to the panel that the time for ac~ tion is omv. It is also apparent that there is a driv. lI1E urg-encv in the ccmrnunitv at larg-e a:"lct in the el~cted an(i ci,-ic leade!'Ship t~ get d~velopment ll.TJ.derw.ay. The p~mel heard the sa.1'"J1e thing from \~t:aliy all qua..'-i:.ers: cease :he planning and get on v:!tb. d.eveiopment. Tn€ pa.'"lel .",as also rep€a:- ed!:{ iriormed by citizens a"c! civic ieade...rs that "the sta..-s are alig-ned" for acboD to oc:.=ur. l!:the real es~te development md,rs:..-y, "g''J!.::.g \\;tn the :5o~_n gener<illy begets success. Those \vho develop, finance. alld invest in pri"':J.te devel- opment p::oje~..s. howeve:-. r.ave iea..-rned :.~at ti,..,"l}- 1.'"ls ~ only part. Qf equa::iun, Equal!)' i:npor....m: in the ~:1lc.iDle of SUi..'tess 1.." iaying the proper foun.da- tior: for amon-and la}ing such a foundation re- quires c;a.'"eful planrillIg, aligning of r~sourees to execute.. and properly assessing risks. San Pedro. Caiifomia. September 22-27. 2002 The panel coautions: focus:i.i.g on completing a proj- ect far tne sak.e at' timing opportuaity or e:-.-pedi- ency could und€'l'mhle a long-term su~tainabj€ rein\'estment. The history of hastily executed projects is gE"nerally a tale of long-term trouble. The _panel is equally concerned that the initial projects-be t.he)' public. prh-ate. or publidpri- ,;~ate joint ventureS-5E! t.he standard.. This stan.- dard would inclucle: . highRquality design; . integration \l.ith the existing fabric or the com- munity; an.d high ".;sibiEty l;'l order to chaIlge tb.e C'lL-rent in \'e~tment climate.. , . , Successful execution of early project3 y.-ill cha."'1ge "hE:: i.:v~$tI!1er,t ciin1ate in Sa.:l P02a.'V and attract even more rr,yesi.me.,.'1L Tlmugh tbe pane! COI1Clli-:3 that the time for action is now, it. cautions that there rerI11i:! significarit orga.."li;:ation.al) regulatory, aIld nr.2.ncial details to refine, as wen x:; project-ie\'el detail pianning yet W occur. The panel is cor.iident. however, that \,ith the O!"Qoe:r laade:-sruo. the titv of Los Angeles. the CRi the port. a..TJd t.he S<lIi. Pedro com.'TI~ty <can [jOW rllUy engage the development process, 33 10-39 ,;." i;- ';"'"", _,..'.'.-;,',: '.'" ~ '.,t.~ '.....~.. '~,,:.' ",;,., ,.,ot'..,,':',". ... -., "".,... !: ~ -. ,... =,) ~.~;'.' ~'~.- ;-,,"..'.:...: :,~ !;'r.!~.:; G ~,",' -:. =.... . Pa lief Chair lVest Palm Beach. Florida Lmder is the rnanagingpartnet of N-K Ventures. LCl a d€\'elopment company founded in 2001 that specializes in urb=Li. rri'\ed-use!residential develo!=- mem projects. Located h1 We::;\: P".111 Beach, the firm focuses on projects in southeast F10lida. P;;cr to forming N-K Ventures.. Lawler 'Was a par..ne:r L"l the W~hington, D.C.. and :tiiarrJ offices or a national fin.ancial ~€!"\ices fl..rm. Wbel"e he was responsible for real estate transactional advl..c:;ory services for private. corporate) and public cHents. Lawler h2.5 over ~ yea..rs of e:>..-perience in advis- ing priva:e and public clients or: hrrge-scaJe com-. J mercia] and residential development pmjects; pon- rolio t..-ar.sactiDns: and ft.,"'m..."tJ.cmg a..'1d cOIT'J..:.llercirJ le:~ing matters th.""oughout L~e U nired States a..:J.G o~'e."'Seas. Ir: t0tal, he_has been <L."1 ad\":~e!' in more than ~5 billion of real estate development, nna'lce, and imrestrneni transactions over ri::. consulting career. Lawler currently ""'arks fOT the citieS of Daytona Beach and MiI"'dl!l2.l": ~er.'ing as a real es- tate tlr.a;-;.cial adviser on severa! large-seale pUDuer private developmem projects. Lawier i::: an active member of L"l.L In addition to S€r>l.ng in the Institute's ;9.eadership gr'Oup:' he se...,..,,'€s on :he pelicy ..DC pracbce c'JI:lIruuee .2I1d is a member of the Multifa.,nily Cou.il.cil (Gold flight). Lawler ha.~ served on ten Ad-visor:{ Services pan- els and several project <L1.alysis teams, and has been a \'ice ,=hair of ULrs Sout.heast. Florida Dis- tric: COUlicil. L1 October 20001 ULI recognized his se!"vice witD. ::.he Robert O'Donnell A\va..:-d. He has lectured on real es"...1.te development a..T]d fi- nance at George Wa~hingtor:. Unive!'Slty 3usi....less Sc.hool. the \Vha.-tor:..SeilOo1. Ha.......ard Business School. Georgetown University. and the Ur-jver. sity of 1Iia.'!"fIi Lawler is a graduate of Michigan 34 10-40 State University and received an MCP degree- from the Kennedy School of Government at Har- vard University, ::~1 Hr. ;'- ~~ l..ii Madison, Wi.~consin Free~. the principal designer \dth Sr:1ithGroupJ..fR: has expertise in urban designl community pian- ning. and waterf.ront red.evelopment. Residing in and practicing out of Smith Group J-i R's water- ?ont studio in Madison, 'Wisconsirl, he offers a substantial portfolio dealing with wat~tiront com~ munities ~"1 the upper l\:lid\\'est, \\ith a focus on the Great La.\.;:es. Freer has ~orked on projects from conceptu2liza~ tion th.:-ough constJuct.ion, \'d~h exter.:Sive involve. ment dming ..111 phases. He has also generated e:ommmlity support ior design LTIitiatives so tr...at e.arly enttu..:;;a..sm m:rimai.....>.S momemum :1:'10 ulti- mateiy achieves public endorsement. As prL"1dpal designer. Fre~r is current):: working on the follo;,ring: waterfront de....elopmem projects in L7te metropoiitan St. Paul Minnesota. area: dO\1,-:1- to\\TL Slmfoni, Florida: t.\ew RochellE:, New York: Racine, VYI5COnshi; and a number of small cities on the Mississippi River. ..\..s a result: of his profes;;ional expene:lce, Freer has been invited to lecttlr'e at a nUi-nner of uni- ,'ersities; has become a resource member of the Mayor's Institute on City Desigu: has participated in the U.S. Department. of Cornrnerce '5 Sympo- shun on Economic Development of TClLrism a."ld Destination Resorts, Athens., Greece; a:1d has taken pali. in the 27th Internation.:l.l Maki'1g Cities Livable Conference. vlenn~ .-\ustria. He received degrees i.'1-env1ronmental design and landscape arwlitecture from the State University of New )"ork and S:1"3.cnse University. An AlIYisnrv SeniCl!S Panei Report '. Miami. Florida In 199:), Gonzalez starterl DMG Consulting Ser- \iees~ Inc... a management con...~ultL'1g firm spec:al- izing in economic clevelopDent and project L..npie~ mentation. Since 1996. DMG has ::erved as the in-house consultant for the Beacon Council, ~iiami-Dade County's official economic develop- ment orga.-ill:ation. Projects managed by DMG for tJ.1€ Beacon Cound bc!ude the Homestead Reuse Plan. the South Miami-Dade Marketing rrogT:lln, and the development and coordination of the fifiarni-Dade DefeIl5e Allia.'1ce. Prior to enterulg the pri..-<lte sector, Gonzalez \\-<1$ employed by Miami-Dade County as the director of the Department of Development and Facilities Ma.,agemen:. T;....~ agency prO\;ded cer.tr"d sup- port se:-viees in the areas of real estate acquisi- tion and le&."ing, fa::..'ility management, and build- ing construction. Gom:.alez received her bachelor of arts deg:-ee from !..i.'1l? U rjversi::y of Fioric.a.. She be!pIl'. her eare:e; with Miami-Dane C01.mt:; 1.-nmedimely J.l"ter :e~ ceivl.:g her rr...aster'::; degree from Nor..:heastern Cnj-,er-sic:y iL 1979. Ii. 1989. she attendeci the Ser:icr Executive hogTC-ffi in S:::ate a:1ci Locai Government. a~ :he John F. S.ennedy School of Government. 3e~J.nring as a management inte!1l1 Gonzalez worked ior mos;: of her county ca...--eer in the capi- tal improvement and development fields, COwlty land acquisitions. architect and engineer selec~ tlon, and capital budget expenditure ov'ersight we:-e some of her responsibilities in the Capital Improvements Division. In 1989, the divisirJn was merged v.itt the countfs facflities and construc- tion management divisions and she was named di.-ecr.or of the.tiev; Department of De\-elopme?J.: and Facilities: Ma.~.2.ger.1er:.t. 'z/[!'\ A.tlanu:.. Georgia Kimsey is vice Dl'esident. a.-::d a orL.'1cinai of Niles Bolton" A.ssoda~es n'iBA), a p!'D'iessi~nal design fu-m provic.lr'"1g a..-chite:ture, inte!io:' design. land- San ?earo, CaIitomia. September 22-2i. 2.002 3cape arcf1itedure, and urban planring 3enices. A licensed architect in ~even states, K..i,l1~ey re- ceived a bachelor oi a..""t5 degree and a mane!' or architecture degree (rom Yale University and has been \\-'1th XBA for 22 years. NBA developed a national reputation for work in mixed-use developments, muitifamily housing. transportation architecture, departrnem stores, uniye!"$ities. clubhouses, hotels. and resorts. With exposure to div€!"Se project types and g€'ogT'Jpric locations, K.!mse).' has had exten.;:;;ive experience in worki."lg ""ith both private and public organiza- tions_ He i~ currently pr',ncipal-in-charg~ or ::he Sa:."l Jose State University Campus Village. a 3171 million rr...i.:xed-us€ project. Kimsey h..'tS been acti.....e in numerous business and civic a.::;soe:iations, including the U :-0&.1. Lal1d Insti- "Cute, tilE- _..\.ITIe~'"ican institute of Architects. a."fJ.d the Atlanta Pannership of Edue:ation. As president of the Budillead Business Association. he was the lead facilitttor for a comImm..ity visioring c.h2I"~ ~t,te for },_tla:.lt2.'S pre!llipr DUSL."'l€S5 a!ld retail neignbo:-hood.. Iillr,sey sen-ed on be l'Ll_~..d\i- sm:1 Senice5 pa.'1E;j for the California st.ate capital in Sa<:r.-lmemo and has been a ,-ice chair of"ULTs :resjden~ a.n..d m.u!tifamily counds_ : ~,.~} ;~ Rrcno.NevaM Long specializes in public!priYClte par;:nership~, e~onornir development. and real estate finance. His eonsulta."1t pr.!ctiee sene:: public and pr!\"ate clients in Nevada and Caliiornia. Long W2S city IT'..a.~er of Fairfield, California. where he negotiated the first municipal pa.-tici- pation agreement "'-rth a regional shopping mall_ Since lea vi.ng the public sector in 1996, Long has worked on a "idE' r'dllgo:! oi issues, including rose reuse, developer negotiations, project fe<isfoility analysis.. marketing, redevelopment str2.tegic planning, ft.'1d public rillance. Long !l4lS lec!:ured for the Sc..~ooi of Public Admin- istration at Golcien Gate UnivefS.1iy and has taught econorrjc de-yeloprnent and organizatiomll chai1ge i:r:.sa--uationally.. HE also has se..-ved on ULI Ad"i- 35 10-41 SOl] Services panel~ and is a faculty member ror the Urba.'1 Lar.d institute, teachin.g the advanced fe:ll e::tate development proeess course. Long has an MPA degree from the School of Public Policy at the University of California ai:. Berkeley and a bach- elor's dE'gree in economics !rom Brown University. ::,d Boston, Ma:5.'-;'Gchni)(!tts }litchelson rn:U1ages approximately $800 million in real estate porrfolios on behalf of three pension- fund client;:. She serves as ne~ clients: primary contact a..r:d participates in all f1.Jatters pertaining to their portfolios, including the de':elopment and implementation of investment strategies, and the monitoring or perio!T.1a..:1ce relative to client objec. tives. rre\iously, JiEtehelson held th€' position of :':J3..i1ag-:.:..o."1g- direc!or of por...fclio ma..r..,agement for GE Capital InvEstment Advisors (GECIAl. Mitchelson has 17 yea..'=i of real estate experience. At GECIA s....he also served as a vice president in L1:e asset mar::~gernent ~up, a position i..r: which: she overS2.;.r more t.han s.~OO million in commercia.! ?...I"'"!d rm..iltuaI:"'jjy assets. He!' re$pomibilities in- cluded developLlg strateglc property Dusiness pIa.::::::, re\iec1.i.."'lg' 2.;1d approving p.:oper:y cpera~- Llg budgets, negotiatiTlg ieases, periorming hold/ ~eIl a.wyses, ar;d mar.aging as.'3et di:3posiricr.5. lVlitchelsQn joined d pred.ec.es;::or emit.)" of GECL~ in 1987, rz\.i..,g beg'J.:.; her real estate :areer as a rrna.l1.cial ar.ll1ys: for Claremont Corpo~rion in lJfr.:A. The!'"E. sne per!ormed fina.."'lciaJ 2..lia!ysis relating to acquisicions. cii,positions, asset management, prop- E1\:Y rr..anagement. fu"1d real €s~te syndications. Mitchelson is a ~ed.5eci p..1'Qperty manager a.."1.d a member of t..'I:: bsj:ute for Real Estate Map.age- menL She ooids a bachelor's degree in business adr...j,nist!"ation~ ~it.1 a concentration iT: TIrumce, rrcnn Nonnea..<;tern University. Charlotte. JVariJl Carolina Stanton is the dire-ctiJr of rLarket pla1..."ri...'1g: a.nd. ad~ ;:ism'y seniees fOI F aiSOf:. idei1tif::,ing acquisi1:ion and development oppor:unH:ies hr invest.C!"S, D....e- 35 10-42 ating business plan. .strategies for challenging real estate project:: a.'1d portfolios, preparing store rollout pbns for retailers, and doing due diligence on real estate decisions ror retail a.'1d corporate- real estate clie-nts. From 1998 to March 20021 Stanton was vice pre~i~ dent of .Research and Market Planning Services at TrarrJ..:l1eIl Grow Compa;.!.y. She operated the fu111'S Re~earch and Market Phmning Senices unit, pro\iding stra:egic pianning, site 5€'lection, real estate portfolio aru11ysis, m2.l'Keri!1g pl"e:::en~ tations, and merchandising plans for imenw.l and external fee clients, induding dE'velopE'fS, retail- ers. C3pital inve::;tors, property ma.:.iagers, and b!"Okers. Stanton was director of research.at Faison from 1995 to 1998. and served on Faison',:; Capita! Con- trol Beard re\iewing l.."'lv€stment opportl.mities. She o:.1so product-d Faison.s .Harket Foc1J.J, report, a detailed re\1e\Y of eco!lorrJc, demographic, :md real e::;tat€: market perfonnanee and opporcunt:ies J in ten major U.S. cities. ! From 1987 to 1993, Stanton was associate profes- sor at Elizabe:htown Coilege and l:illia.r:..a U!'1jver~ ::iry of ?e!l.l1s}'iva':lia. teaching 1IBA- a..'1.d senior. Jevei cour::.eSOTI CQr-_~er behavior, rnarketir:.g. advertising ma:::ag~ment. and retafi :"tiateg:.'. She was project man.agel' ior BusiD.es;: Resources Group: 2. consortiu.m of academic and bdustT)' pro- fessionals that pro\-ides reseal'ch projeC"....~, busi- ness pja."';~. semina.-s, workshops, a.'1d training ser. "ices to business and government clients. Sta,tcn received a ?hD 2..:1.d a.T!. MS m CanSllil1er be- r..a\ior ~"'1d l'et.ai.l management from PUl'due Ulli. versity h"119Si.. and a bac.....ejor.~ degree in psych.ol- ogy. s.xiology, and communications from thi? State Upive~i:y of New York at CJrtlanc. G'! 198-3. An AdYisnry SaMceS Panel Report RESOLUTION NO. 2008- RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA WAIVING THE FORt\1AL CONSULTANT SELECTION PROCESS FOR AN AGREEMENT BETWEEN THE CITY OF CHULA VISTA REDEVELOPMENT AGENCY Al'lD THE URBAN LAND INSTITUTE WHEREAS, the H Street Corridor is a critical component of the revitalization of the City of Chula Vista; and WHEREAS, General Plan LUT Policy 2.6 identifies the need to conduct a special study to examine the potential for higher land use intensities and taller buildings along the H Street Transit Focus Corridor between Interstate 5 and Fourth Avenue, and to address compatibility issues with adjacent stable neighborhoods; and WHEREAS, the Urban Land Institute (ULI) has an established Advisory Services Program and is uniquely qualified to bring real estate experts from around the country to provide an unbiased implementation program for redevelopment of the H Street Corridor; and WHEREAS, staff recommends the City Council waive the formal consultant selection process of Municipal Code Section 2.56.110 because of the Urban Land Institute's unique experience and expertise; and _) WHEREAS, the Environmental Review Coordinator has reviewed the proposed activity for compliance with the California Environmental Quality.' i~ct (CEQA) and has determined that the activity is not a "Project" as defined under Section 15378 of the State CEQA Guidelines; therefore, pursuant to Section 15060(c)(3) of the State CEQA Guidelines the activity is not subject to CEQA. Thus, no further environmental review' is necessary; and WHEREAS, staff recommends the Redevelopment Agency enter into an agreement with the Urban Land Institute for Advisory Services. NOW, THEREFORE, BE IT RESOLVED based on the findings above, the City Council of the City of Chula Vista does hereby waive the formal consultant selection process for an agreement with the Urban Land Institute for Advisory Services. Presented by Approved as to form by Eric Crockett Assistant Director of Redevelopment & Housing ~)tart Miesfeld Interim City Attorn 10-43 REDEVELOPMENTAGENCY RESOLUTION NO. 2008-_ RESOLUTION OF THE REDEVELOPMENT AGENCY OF THE CITY OF CHULA VISTA APPROVING A.N AGREEMENT BETWEEN THE CITY OF CHULA VISTA REDEVELOPMENT AGENCY AND THE URBAN LAND INSTITUTE IN THE fuv[OUNT OF $120,000, A.;\fD APPROPRIATING FUNDS THEREFOR WHEREAS, the H Street Corridor is a critical component of the revitalization of the City of Chula Vista; and WHEREAS, General Plan LUT Policy 2.6 identifies the need to conduct a special study to examine the potential for higher land use intensities and taller buildings along the H Street Transit Focus Corridor between Interstate 5 and Fourth Avenue, and to address compatibility issues with adjacent stable neighborhoods; and WHEREAS, the Urban Land Institute (UU) has an established Advisory Services Program and is uniquely qualitied to bring real estate experts from around the country to provide an unbiased implementation program for redevelopment of the H Street Corridor; and WHEREAS, staff recommends the City Council waive the formal consultant selection process of Municipal Code Section 2.56.110 because of the Urban Land Institute's unique experience and expertise; and W'HEREAS, the Environmental Review Coor'finator has reviewed the proposed activity for compliance with the California Environmental Quality Act (CEQA) and has determined that the activity is not a "Project" as defined under Section 15378 of the State CEQA Guidelines; therefore, pursuant to Sectioil15060(c)(3) of the State CEQA Guidelines the activity is not subject to CEQA. Thus, no ti.lrther environmental review is necessary; and W'HEREAS, staff recommends the Redevelopment Agency enter into an agreement with the Urban Land Institute for Advisory Services; and WHEREAS, staff recommends $120,000 of funds be appropriated to the FY 2009 services and supplies budget of the Redevelopment Agency Merged Project Area Fund. NOW, THEREFORE, BE IT RESOLVED that the Redevelopment Agency hereby authorizes the Chair of the Redevelopment Agency to enter into an agreement with the Urban Land Institute for Advisory Services, and appropriates $120,000 of available fund balance to the FY 2009 services and supplies budget of the Redevelopment Agency Merged Project Area Fund. Presented by Approved as to form by Eric Crockett Assistant Director of Redevelopment & Housing 10-44 THE ATTACHED AGREEMENT HAS BEEN REVIEWED AND APPROVED AS TO FORNI BY THE CITY ATTORNEY'S OFFICE AND WTLL BE FOR.MALL Y SIGNED UPON APPROVAL BY THE CITY COUNCIL Dated: Agreement between the City of Chula Vista and lJLI - The Urban Land Institute for Advisory Services . j 10-45 Attachment 2 Parties and Recital Page(s) Agreement bet\Veen City of Chula Vista and ULI - tne Urban Land Institute for Advisory Services Tpjs agreement ("Agreement"), dated for the purposes of reference ouly, and effective as of the date last executed unless another date is othern.ise specified in Exhibit A, Paragraph I, is between the City-related entir-y as is indicated 00 Exhibit A, Paragraph 2, as such ("Cir-y"), whose business form is set forth on Exhibit A, Paragraph 3, and the entity indicated on the attached Exhibit A, Paragraph 4, as Consultant, whose business form is set forth on Exhibit A, Paragr2.ph 5, and whose place of business and telephone numbers are set forth on Exhibit A, Paragraph 6 ("Consultant"), and is made with Teference to the folloWLilg facts: Recitals Vvnereas1 the H Street Corridor is a critical component of L.1e revitalization of the City of Chula Vista; and Whereas, General Plan LT...JT Policy 2.6 identifies the need to conduct a special study to eXfu-nine u~e potential for higher land use intensities and, tailer buildings along the H Street Transit Focus Corridor betw"een Interstate 5 and Fourtr~ Avenue, and to address compatibility issues wit,'-l adjacent stable neighborhoods; and W-.bereas, the Urban Land Institute (l.TLI) has extensive k..T1owledge of compLicated land use and plaru.Mg matters CJ.J.d has conducted Advisory Services Seminars for a munber of other agencies which u..1.iquely qualifies ULI to provide advisory services through tJ.'1eir 5-day Advisory Services SerPinar; fu'1d vVhereas, waiving the consultant selection process is in the best interest of the CIty because lJLI has prior experience workiTlg with a number of other agencies in conducting Advisory Services Seminars and has extensive knowledge of complicated land use and pia.TlJ.""1ing matters and has the specific professional resources uniquely qualified and suited to conduct the Advisory Services Seminar; a~d Whereas, ULI warrants lli""1d represents that they are experienced and staffed in a manner such that they are and can prepare and deliver w~e services required of UIJ to City within L'1e time frames herein prGvided all in accordance wilD. the terms and conditions of this Agreement. (End of Recitals. Next Page starts Obligatory Provisions.) Page 1 10-46 Obligatory Provisions Pages NOW, THEREFORE, BE IT RESOLVED for valuable consideration the City and Consultant do hereby mutually agree as follows: l. Consultant's Duties A. General Duties Consultant shall perform all of the services described on the attached Ex..f,ibit A, Paragraph 7, entitled llOeneral Duties!!; and, B. Scope of Work and Schedule In the process of performing and delivering said "Genera! Dutiesl\ Consultant shall also perform all of the services described in Exhibit A, Paragraph 8, entitled "Scope of Work and Schedule", not inconsistent with the General Duties, according to, and within the time Erames set forth in Exhibit A, Paragraph 8, and deliver to City such Deliverables as are identified in Exhibit A, Paragraph 8, within the time Erames set forth therein, time being of the essence of this agreement. The General Duties and the work and deliverables required in the Scope of Work and Schedule shall be herein referred to as the "Defined Services". Failure to complete the Defined Services by the times indicated does nOt, except at the option of the City, operate to terminate this Agreement. C. Reductions in Scope of Work I I Citj may independently, or upon request from Consultant, from time to time reduce the Defi.".,ed Services to be performed by the Consultant under this Agreement. Upon doing so, City and Consultant agree to meet in good faith and confer for the purpose or negotiating a corresponding reduction in Lt-te compensation associated with said reduction. D. Additional Services In addition to performing the Defined Services herein set forth, City may require Consultant to perform additional consulting services related to the Defined Services ("Additional Services"), and upon doing so in \"Titing, if they are witml1. the scope of services offered by Consuitant, Consultant shall perform S<L'TIe on a time and materials basis at the rates set forth in the "Rate Schedule" in Exhibit A, Paragraph lO(C), unless a separate fixed fee is otherwise agreed upon. All compensation for Additional Services shall be paid monthly as billed. E. Standard of Care Consultan~ in performing any Servoices under tb-is agreement, whether Defined Services or Additional Services, shall perform in a manner consistent with that level of care and skill ordinarily exercised by members of the profession currently practicL.l1g under similar conditions and L'1 siIPjlar locations. Page 2 10-47 F. Insurance Consultant must procure insurance against claims for injuries to persons or damages to property that may arise from or in connection with the performance of the work under the contrnct and the results of that work by the Consultant, pjs agents, representatives, employees or subcontractors and provide documentation of same prior to commencement of work. The insurance must be maintained for the duration 0 f the contract Minimum Scope of Insurance Coverage must be at least as broad as: (l) Insurance Services Office Commercial General Liability coverage (occurrence Form CGOOOI). (2) Insurance Services Office Form Number CA 0001 covenng Automobile Liability, Code I (any auto). (3) Workers' Compensation insurance as required by the State of California and Employer's Liability Insurance. (4) Professional Liability or Errors & Omissions Liability insura..'1ce appropriate to the CODsultane s profession. Minimum Limits ofInsura11ce Contractor must maintain limits no iess than: , , 1. General Liabilit'j: CInduding operations, products and completed operations, as applicable) 2. Automobile Liability: 3 . Workers ~ Compensation Employer's Liability: 4. Professional Liabilirj or Errors & Omissions Liability: $1,000,000 per occurrence for bodily injury, personal h'ljurj and properry damage. If COIT1J.l1erciar General Liability LT1surcmce with 2. general aggregate limit is used, either the general aggregate lif[1it must apply separately to this project/location or Ll}e general aggregate 1irr...it mUSE be twice Lhe required occurrence limit. $1,000,000 per accident for bodily inju~,", and property da:.--nage. Statutory $ I,OOO,OOO each accident 5! ,000,000 disease-policy limit 51,000,000 disease-each employee $1,000,000 each occurrence Page 3 10-48 Deductibles and Self-Insured Retentions Any deductibles orself-insured retentions must be declared to and approved by the City. At the option of the City, either the insurer will reduce or eli..'Ilinate such deductibles or self-insured retentions as they pertain to the ,City, its officers, officials, employees and volunteers; Of tb.e Consulta.nt will provide a financial guarantee satisfactory to the City guaranteeing payment of losses and related mvestigations, claim administration, and defeuse expenses. Ot.'1er Insurance Provisions The general liability, and where applicable, ll:1e automobile liability policies are to contain, or be endorsed to contain, the following provisions: (I) The City of Chula Vista, its officers, officials; employees, agents, and volul1teers are to be named as additional insureds with respect to liability arising out of automobiles owned, leased., hired or borrowed by or on behalf of the Consultant, where applicable, and., with respect to liability arising out of work or operations performed by or on behalf of the Consultant, including providing materials, parts or equipment furnished iT) connection with such work or operations. The general liability additional insured coverage must be provided in the form of an endorsement to the contractor's insurance using ISO CG 20 I 0 (11/85) or its equivalent. Specifically, the endorsement must not exclude Products/Completed Operations coverage. (2) The Consultant's General Liability insurance coverage must be primary insurance as it pertains to the City, its officers, officials, employees, agents) and volllilteers. .lA..ny insurance or self-insurance maintained by the City, its officers, officials, employees, or volunteers is wholly separate from L~e insurance of the contractor and in no way relieves t.f}e contractor from its responsibility to provide insurance. (3) Coverage shall not extend to any inderm1ity coverage for the active negligence oft.'1e additional insured in any case where an agreement to iIldemniry the additional insured would be invalid uIlder Subdivision (b) of Section 2782 of the Civii Code. -t47 Consuitanfs insurer \viJl provide a Waiver of Subrogation in favor of the City ror the required generalliabilitj policy. If General Liability, Pollution and/or Asbestos Pollution Liabil[t"y 8.l"ldior Errors & Omissions coverage are written on a claims-made form: (1) The ."Retro Date" must be shown, and must be before the date of L'!-}e contract or t.'1e beginni.Tlg of the contract work. (2) A copy of the c1aiills reporting requirements must be submitted to the City for revlevl. Page 4 10-49 Acceptability of Insurers Insurance is to be placed with licensed insurers admitted to transact business Ll1 the Stace of Califomia with a cutrent A.M. Best's rating of no less than A V. If L11surance is placed with a surplus lines insurer, insurer must be listed on the State of California List of Eligible Surplus Lines Insurers ("LESLl") with a current A.M. Best's rating of no less than A X. Exception may be made for G'1e State Compensation Fund when not specifically rated. Verification of Coverage Consultant shall furnish the City with 6rigL'lal certificates and amendatory endorsements effecting coverage required by this clause. The endorsements should be on. insurance industry forms, provided tJ.'1ose endorsements or policies conform to the contract requirements. All certificates and endorsements are to be received and approved by the City before work commences. The City reserves the right to require, at any tirpe, complete, certified copies of all required insurance policies, i.n.eluding endorsements evidencL.1l.g the coverage required by tf:1ese specifications. Consultant will provide City 30 days advance \vritten notice of intent to cancel subject insurance or advise the City in writing immediately upon knowledge of insurer's, intent to canceL Subcontractors Consul cants must include all subconsultants as insureds under its policies or PJrrllsh separate certificates and endorsements for each subconsulLa:.i.t. All c<1verage for subconsultants are subject to all of the requirements included in these specifications: J G. Security for Performance (I) Performance Bond In the event that Exhibit A, at Paragraph 18, indicates the need for Consultant to provide a Perform2nce Bond (indicated by a check mark in the parenthetical space t.rT.cIl1ediately preceding the subparagraph entitled "Performance Bond"), then Consultant shall provide to the City a performance bond in the form prescribed by the City and by such sureties which are authorized to transact such business in the State of California, listed as approved by G'1e United States Department of Treasury Circular 570, htto://www.fins.treas.zov/c570, and whose undenvriting limitation is sufficient to issue bonds in the amount required by the agreement, and which also satisfY the requirements stated in Section 995.660 of the Code of Civil Procedure, except as provided otherwise by laws or regulations. All bonds signed by an agent must be accompanied by a certified copy of such agent's authority'to act. Surety companies must be duly licensed or, authorized in the jurisdiction in which the Project is located to issue bonds for the limits so required. Form must be sarisfactorj to the Risk Manager or City Attorney which amount is indicated in the space adjacent to the term, "Performance Bond", in said Exhibit A, Paragraph 18. Page 5 10-50 (2) Letter of Credit In the event that Exhibit A, at Paragraph 18, indicates the need for Consultant to provide a Letter of Credit (indicated by a check mark iIl the parenthetical space inunediately preceding the subparagraph entitled "Letter of Credit"), then Consultant shall provide to the City an irrevocable letter of credit callable by the City at their unfettered discretion by submitting to t.loe bank a letter, signed by h'1e City Manager, stating that the Consultant is in breach of the terms of this Agreement. The letter of credit shall be issued by a bank, and be in a form and amount satisfactory to the Risk Manager or City Attorney which amount is L11dicated'in the space adjacent to the term, "Letter of Credit", i.n said Exhibit A, Paragraph 18, (3) Other Security In the event that Exhibit A, at Paragraph 18, indicates the need for Consultant to provide security other than a Performance Bond or a Letter of Credit (Llldicated by a check mark i.n the parenthetical space immediately preceding the subparagraph entitled "Other Security"), then Consultant shall provide to tf,e City such other security therein listed L'l a. form and alnount satisfactory to the Risk Manager or City Attorney. H. Busi.ness License Consultant agrees to obtain a business license from the City and to omenvlse comply with Title 5 of the Chula Visra Municipal Code. 2. Duties of the City A. Consultation aild Cooperation City shall regularly consult th.e Copsultant for the purpose of reviewing L~e progress of the Defined Ser'lices and Schedule Lherein containedt a..T1d to provide direction and guidance to achieve t.~e objectives of this agreement. The City shall permit access to its office facilities, files' and records by Consultant throughout L~e term of the agreement. In addition thereto, City agrees to provide the information, data, items and materials set forth 00 Exhibit A, Paragraph 9, and with the. further understanding that delay i.n the provision of tf,ese materials beyond thi:,y (30) days after authorization to proceed, sball constitute a basis for the justifiable delay i.n the Consultm.,tls performance Oft..1is agreement. B. Compensation Upon receipt of a properly prepared billing from Consultant submitted to the City periodically as indicated in Ex.l1ibit .~ Paragraph 17, but L'1. no event more frequently t.~an monthly, on the day of the period indicated in Exhibit A, Paragrapb 17, City shall compensate Consult~nt for all services rendered by Co.nsultant according to the terms and conditions set forth L'1 Exhibit A, Paragraph 10, adjacent to the governing compensation relationship indicated by a I1checkrnark" next to the appropriate arrar'1gement, subject to the requirements for retention set Page 6 10-51 forth in Paragraph 18 of Exhibit A, and shall compensate Consultant for out of pocket expenses as provided in Exh-ibit A, Paragraph 11. All billings submitted by Consultant shall contain sufficient information as to the propriety of the biEing to permit the City to evaluate that the amount due and payable thereunder is proper, and shall specifically contain the City's account number indicated on Exhibit A, Paragraph l7(C) to be charged upon making such payment. 3. Administration of Contract Each party designates the individuals ("Contract AdIT'jnistrators") indicated on Exhibit A, Paragraph 12, as said party's contract administrator who is authorized by said party to represent th.em in the routine administration of this agreement. . 4. Term This Agreement shall terminate when u'1e Parties have complied with all executory provisions hereof 5. Liquidated Damages The provisions of this section apply if a Liquidated Damages Rate is provided iIl Exhibit A, Paragraph 13. It is acknowledged by both parties ulat time is of tl;te essence in the completion of this Agreement It is difficult to estimate the amount or damages resulting from delay m performance. The parties have used L.;eir judgment to arrive at a reasonable arnOul1t to compensate for delay. Failure to complete the Defmed Services within the allotted time period specified in tllis Agreement shall result iTl the following penalty: For each consecutive calendar day in excess of the time specified for t.~e completion of the respective work assignment or Deliverable, the Consultan[ shall pay to the City, or have wilh..held from !llonies due, t.~e sum of Liquidated Damages Rate provided in Exhibit A, Paragraph 13 ("Liquidated Damages Rate"). Time extensions for delays beyond the Consultant's control, oLher than delays caused by the City, shall be requested in writing to the City's Contract Administrator, or designee, prior to the expiration of the specified tLrne. Extensions of time, when granted, will be based upon the effect of deiays to the work a..'1d will not be granted for delays to miIlor portions of work unless it can be shown that such delays did or will delay the progress of the work. 6. Force ?vlajeU!"e The performance of tl>is Agreement by either party is subject to acts of God, war or threat of W2.!, goveITLfTIent regulation, acts or threats of terrorism, disaster; fIre, strikes, civil disorder, public health crises, cur.ailment of transportation facilities or other circumstances beyond the Page 7 10-52 control of the parties uIlfeasooably delaYL'1g or making it inadvisable, illegal or impossible for either party to perform its obligations hereunder. This Agreement may be terminated without penalty for anyone (I) or more of such reasons by written notice from one party to the other; provided that the party delayed or unable to perform shall promptly advise the other party of such delay or impossibility of performance, and provided further that the party so delayed or unable to perform shall take reasonable steps to mitigate the effects of any such delay or nonperformance. 7. Financial Interests of Consultant A. Consultant is Designated as an FPPC Filer If Consultant is designated on Exhibit A, Paragraph 14, as an "FPPC fiier", Consultant is deemed to be a "Consultant" for the ptuposes of the Political Reform Act conflict of interest and disclosure provisions, and shall report economic interests to the City Clerk on the required Statement of Economic Interests in such reporting categories as are specified in Paragraph 14 of Exhibit A, or if none are specified., then as determined by the City Attorney. B. Decline to Participate Regardless of whe!.her Consultant is designated as an FPPC Filer, Consulrant shall not make, or participate in making or 111 any way attempt to use Consultant's position to inrluence a governmental decision in which Consultant knows or has reason to mow Consultant has a financial interest ot.'1er Lhan the compensation promised by this Agreement. C. Search to Determine Economic Interests I I Regardless of whether Consultant is designated as an FPPC Fiier, Consultant warrants aIld represents that Consultant has diligently conducted a search and inventory of Consultant's economic LT1terests, as the term is used in the regulations promulgated by the Fair Political Practices Commission, and has determined lhat Consultant does nOl to the best of Consultan~s knowledge, have an economic interest which would conflict with Consultant's duties under this agreement. D. Promise Not to Acquire Conflicting Interests Regardless of whether Consultant is designated as an FPPC Fiier, Consultant further warrants and represents that ConsultaIlt wiI! not acquire, obtai..Tl~ or assume an economic interest during the term of this Agreement which would constitute a conflict of interest as prohibited by the Fair Political Practices Act. E. Duty to Advise of Conflicting Interests Regardless of whether Consultant is designated as an FPPC Filer, Consultant further warrants and represents that Consultant will immediately advise the City Attorney of City if Consultant Page 8 . 10-53 learns of an econowic interest of Consnltant's that may result in a conflict of interest for the purpose of the Fair Political Practices Ac~ and regulations promulgated thereunder. F. Specific Warranties Against Economic Interests Consultant warrants and represents that neither Consultant, nor Consultant's immediate family members, nor Consultant's employees or agents ("Consultant Associates") presently have any interest, directly or indirectly, whatsoever in any property which may be the subject matter of the Defined Services, or in any property within 2 radial miles from the exterior boundaries of any property which may be the subject matter of the Defined Services, ("Prohibited Interest"), other than as listed in Exhibit A, Parngraph 14. Consultant further warrants and represents that no promise of future employment, remuneration, considera'tion, gr-atuiry or other reward or gain has been made to Consultant or Consultant Associates in connection with ConsUltant's performance of tbs Agreement.' . Consultant promises to advise City of any such promise that may be made during t.he Term of [Pis Agreement, or for tweive months thereafter. Consultant agrees that Consultant Associates shall not acquire any such Prohibited Interest within the Term of this Agreement, or for twelve montls after the expiration of this Agreement, except with the wrinen permission of City. Consultant may not conduct or solicit any business for any party to this Agreement, or for any third party that may be in conflict wit:1. Consultanes responsibilities under tlUs Agreement, except v.ith the written permission of Ci~f. 8. Hold Harmless Consultant shall defend: mdeiT1J."lIIY, protect and hoid harmless the City, its elected and appointed officers and empioyees, from and against all claims for damages, liability, cost and expense (including wichout limitation attorneys fees) arising out of or alleged by third parties to be the result of the negligent acts, errors or omissions or. the willful misconduct of the Consultant, and Consultant's employees, subcontractors or oL~er persons, agencies or fums for whom Consultant is legally responsible in connection with the execution of tle wor.k covered by this Agreement, except to the extent that those claims, dlli-nages, liability, costs and expenses (including without limitations~ attorneys fees) arise from t.l-)e sole negligence or sole willful misconduct of lhe City, its officers, employees. Also covered is liability ariSi..l"1g from, connected with, caused by or claimed to be caused by the active or passive negligent acts or omissions of the CitY, its agents, office~s~ or employees which may be in combination with the active or passive negligent acts or omlssions of w.1.e Consultant, its employees, agents or officers, or a.TJ.Y third party. \-Vith respect to losses arisLT1g from Consultanfs professional errors or orrJssions, Consultant shall defend, indemnify, pcmect and hold harmless the City, its elected and appointed officers and employees, froill a.nd aga~!st all claims for damages, Iiability,.cost and expense (i....T1.c1uding Page 9 10-54 without lirnitation attorneys fees) exceptto the extent that those claims arise from the negligence or willful misconduct of City, its officers or employees. Consultant's indemnification shall include any and all costs, expenses, attorneys fees and liability incurred by the City~ its officers, agents or employees in defending against such claims, whether the same proceed to judgment or not. Consultant's obligations under this Section shall not be limited by any prior or subsequent declaration by the Consultant. Consultant's obligations under this Section shall survive the termination of this Agreement. 9. Termination of Agreement for Cause If, through any cause, Consultant shall fail to fulfill in a timely and proper manner Consultant's obligations under tlus Agreement, or if Consultant shall violate any of the covenants, agreements or stipulations of this Agreement, City shall have the right to terminate this Agreement by giving written notice to Consultant of such termina.tion and specifying the effective date thereof at least five (5) days before tbe effective date of such termination. In the evem of City's t;:rmination of this Agreement, all finished or lll1finished documents, data, studies, surveys, drawings, maps, report-s and other materials prepared by Consultant shall, at the option of Ll:te City, become the property' of the City, provided that City shall first pay Consultant just and equitable compensation for any work satisfactorily completed on such documents and other materials up to the effective date of Notice of Termination, not to exceed the amounts payable hereunder, and less any damages caused City by Consultant's breach. 10. Errors and Omissions I In the event that the City AdmL-J.istrator determines that the Consultants' negligence, errors, or omissions in the perfonTIauce of work U:Dder this Agreement has resulted in expense to City greater than would have resulted if there were no such negligence, errors, omissions, Consultant shall reimburse Ci[y for any additional expenses incurred by the City. Not.'1.ing herein is intended to limit Ciryis rights t!...T1der other provisions of this agreement. 11. Tennination of Agreement ror Convenience of City City may terminate this Agreement at any time and for any reason, by giving specific written notice to Consultant of such termination and specifying the effective date thereof, at least thirty (30) days before tbe effective date of such terminatioIl. In tJ.~at event, all finished an.d unfinished dOClL'l1ents and other mareriais described hereinabove shall, at the option of the City, become City's sole and exclusive property, provided that City has first paid just and equitable compensation for any satisfactory work completed on such documents and other materials to the effective. date of such termination. Consultant hereby expressly waives any and all claims for damages or compensation arising under this Agreement except as set forth herein. Page 10 10-55 12. Assignability The services of Consultant are personal to the City, and Consultant shall not assign any interest in this Agreement, and shall not transfer any interest in the same (whether by assignment or notation), without prior written consent 0 f City. City hereby consents to the assignnlent of the portions of the Defined Services identified in Exhibit A, Paragraph 16 to the subconsu1ta.'1ts identified thereat as "Permitted Subconsultants". 13. Ownership, Publication, Reproduction and Use of Material AIl reports, studies, information, data, statistics, forms, designs, plans, procedures, systej::ns and any other materials or properties (collectively "materials or properties") produced under this Agreement shall be the sole and exclusive property of City, provided that City has paid Consultant just and reasonable compensation for the services rendered in producing such materials or properties. No such materials or properties produced in whole or in part under this Agreement shall be subject to private use, copyrights or patent rights by Consultant in Ll,e United States or in any other country without the express written consent of City. City shall have unrestricted authority to publish, disclose (except as may be limited by the provisions of the Public Records Act), distribute, and otherwise use, copyright or patent, in whole or in part, any such materials or properties produced under this Agreement. Consultant shall retain a perpetual, royalty-free lic"ense to use any such reports, studies, data, statistics, forms, or other materials or properties for educational, non-cornmercial purposes. 14. Independent Contractor J J City is interested only in the results obtained and Consultant shall perform as an h,dependent contractor with sole control oE-the ma..:m.er and means of perfon::ping the sef\rices required under t.hjs Agreement. Cit}, maintains t.~e right only to reject or accept Consultant's work products. Consultant and any of the Consultant's agents, employees or representatives are, for all purposes under this Agreement, an independent contractor and shall not be deemed to be an employee of City, and none of them shall be entitled to any benefits to which City employees are entitled including but not limited to,. overtime, retirement benefits, workers compen~ation benefits, injury leave or other leave benefits. Therefore, City will not withhold state or federal income (ax, social security tax or any other payroll tax, and Consul(ant shall be solely responsible for ll,e payment of same and shan hold the Ci~j harmless with regard thereto. 15. Administrative Claims Requirements and Procedures No suit or arbitration shall be brougbt arising out of this agreement, against the City unless a claim has first been presented L'1 writi.ng and filed with the City and acted upon by the City in accordance will, the procedures set fact.;' in Chap(er 1.34 of the Chula Vista Municipal Code, as same may from time to time be amended, the provisions of which are incorporated by this reference as if fully set forth herein, and such policies and procedures used by the City in the implementation of sa.'Ile. Page 11 10-56 Upon request by City, Consnltant shail meet and confer in good faith with City for the purpose of resolving any dispute over the terms of this Agreement. 16. Attorney's Fees Should a dispute ansmg out of this Agreement result in litigation, it is agreed that the prevailing party shall be entitled to a judgment against the other for an amount equal to reasonable attorney's fees and court costs incurred. The "prevailing party" shall be deemed to be the party who is awarded substantially the relief sought. 17. Statement of Costs [n ul.e event ul.at Consultant prepares a report or document, or participates in the preparation of a report or document in performing the Defined Services, Consultant shall include, or cause the inclusion of, in said report or document, a statement of the munbers and cost in dollar amounts of all contracts and subcontracts relating to ul.e preparation of the report or documenL 18. Miscellaneous A. Consultant not authorized to Represent City Unless specifically authorized in writing by City, Consultant shall have no authority to act as City's agent to bind City to any contractual agreements whatsoever. B. Consultant is Real Estate Broker and/or Salesman , , If the box on Exhibit A, Paragraph 15 is marked, the Consultant and/or their principals is/are licensed with Lhe State of California or some other state as a licensed real estate .broker or salesperson. Other",ise, Consultant represents that neither Consultant, nor their principals are licensed real estate brokers or salespersons. C. Notices All notices, demands or requests provided for or permitted to be given pursuant to this Agreement must be in writing. All notices, demands a,.,d requests to be sent to any party shall be deemed to have been properly given or served if personally served or deposited in the United States mail, addressed to such party, postage prepaid, registered or certified, with return receipt requested, at the addresses identified herein as the places of business for each of the designated parties. D. Entire Agreement This Agreement, together with any other written document referred to or contemplated herein, embody the entire Agreement and understanding between the parties relating to the subject matter hereof Neither this Agreement nor any provision hereof may be amended, Page 12 10-57 modified, waived or discharged except by an instrument in writing executed by the party against which enforcement of slich amendment, waiver or discharge is sought. E. Capacity ofPames Each signatory and party hereto hereby warrants. and represents to the other party that it has legal authority and capacity and direction from its principal to enter inco litis Agreemenl and that all resolutions or other actions have been taken so as to enable it to enter into this Agreement. F. Govemii1g LawNenue This Agreement shall be governed by and construed in accordance with the laws of the State of California. Any action arising under or relating to this Agreement shall be brought only in the federal or state courts located in San Diego County, State of California, and if applicable, the City of Chula Vista, or as close thereto as possible. Venue forthis Agreement, and performance hereunder, shall be l"e City of Chula Vista. (End of page. Next page is signature page.) Page 13 10-58 Signature Page to Agreement between City of Chula Vista and ULI - the Urban Land Institute for Advisory Services IN WITNESS WHEREOF, City and Consultant have executed this Agreement thereby indicating that they have read and understood same, and indicate their full and complete consent to its terms: ~ Dated: Redevelopment Agency of the City of Chula Vista By: Cheryl Cox, Chair Attest: Donna Noms, Interi.m City Clerk Approved as to form: ) , Bart Miesfeld, Interim City Attorney ~ ~:banLC.[ns~ 7/z/ur Cheryl Cummins President, The .Au-nericas By ~~~.J2 711ft Mana Gol~th Seni.or Vice President. Communit)/"J By: ~ :?// Thomas W. Eitler :? Director, Advisory Services Dated: Exhibit List to Agreement (X) Exhibit A. Page 14 10-59 Exhibit A to Agreement between Citj of Chula Vista . and ULI - the Urban Land Institute for Advisory Services 1. Effective Date of Agreement: 2. City,Related Entity: ( ) City ofChula Vista, a municipal chartered corporation of the State of California (X) Redevelopment Agency of the City of ChuJa Vista, a political subdivision of the State of California. ( ) Industrial Development Authority of the City of Chula Vista, a ( ) Other: , a [insert business form] ("City") , ) 3. Place of Business for City: City of Chula Vista . 276 Fourth Avenue Chula Vista, CA 91910 4. Consultant: ULI - the Urban Land Institute 5. Business Form of Consultant ( ) Sole Proprietorship ( ) Partnership ( ) Corporation (X) Non-Profit Corporation 6. Place of Business, Telephone and Fax Number of Consultanc: 1025 Thomas Jefferson Street, N.W. Page 15 10-'-60 Suite 500 West Washington, D.C. 20007-5201 Phone: (202) 624-7000 Fax: (202) 624-7140 7. General Duties: VLI shall conduct a 5-day Advisory Services Panel Seminar and provide a fmal report of recommendations to the Redevelopment Agency of the City of Chula Vista. 8. Scope of Work and Schedule: A. Detailed Scope of Work: VLI shall provide a volunteer panel that collectively has a varied and broad experience and knowledge applicable to the issues of the H Street Corridor study area (west of Third Avenue). Once the contract has been execnted, VLI and the City will work together to frame the assignment and identify the particular issues to be addressed by the panel, which may include but not be limited to assessment of the Corridor's economic potential and urban design, and development of an implementation strategy. VLI shall arrange for the panel members to visit the location upon which its recommendations are sought for a period of not less than five days (the "panel session"), starting on panel start date, to be determined by ULI and the City. During the panel session, VLI shall directly and thr9ugh its staff: . study the designated area: . . consult with public and private officials, representatives of other relevant organizations, and other individuals familiar with the issues involved; and . prepare its conclusions and recommendations which wiII be presented to the City and its invited guests in oral form at the close of the on-site assignment. ULI snail provide the City with a written summary of its conclusions and recommendations. The City will be provided 200 copies of tne report. ULI shall absorb the travel and living expenses of its panel and staff while on site. B. Date for Commencement of Consultant Services: (X) Same as Effective Date of Agreement ( ) Ou'1er: c. Dates or Time Limits for Delivery of Deliverables: Deliverable No. I: N/A Page i 6 10-61 Deliverable No.2: Nt A Deliverable No.3: NtA D. Date for completion of all Consultant services: December 31, 2008 9. Materials Required to be Supplied by City to Consultant: The Redevelopment Agency of the City of Chula Vista shall supply, at its expense, the following items to UL1: . Furnish to each panel member, uot less than 10 days in advance of the panel session, such pertinent background data in the form of reports, plans, charts, etc., as may be presently available or readily developed for the preliminary study of the panel, prior to its inspection on site. Two copies are to be sent to the ULI Project I\tlanager. . Arrange, insofar as possible, to have appropriate persons, including public officials and private individuals, representatives of relevant organizations, and others, available for the purpose of consulting with and furnishing information to the panel on specific matters relevant to the assignment as may be necessary and advisable during the period of the panel's visit. 10. Compensation: A. ( ) Single Fixed Fee Arrangement. .1 .1 For performance of all of the Defined Services by Consultant as herein required. City shall pay a single fixed fee en the amounts a.'1d at t.he times or milestones or for the Deliverables set forth below: Single Fixed Fee Amount: , payable as follows: Milestone or Event or Deliverable Amount or Percent afFixed Fee ( ) 1. Interim Monthly Advances. The City shall make interim monthly advances against the compensation due for each phase on a percentage of completion basis for each given phase such that. at the end of each phase only the compensation for that phase has been paid. Any payments made hereunder shall be considered as interest free loans that must be returned to the City if the Phase is not satisfactorily completed. If the Phase is satisfactorily completed, the City shall receive credit against the compensation due for that phase. The rerenhon amount or percentage set forth in Paragraph 19 is to be applied to each interim payment such that, at the end of the phase, the full retention has been held back from the compensation due for that phase. Percentage of completion of a phase. shall be assessed in the sole and unfettered discretion by the Contracts Administrator designated herein by the City, or such ou'ler person as u'le Cit'f Manager shall designate, but only upon such proof Page 17 10-62 demanded by the City t'1at has been provided, but in no event shall such interim advance payment be made unless the Contractor shall have represented in writing that said percentage of completion of the phase has been performed by the Contractor. The practice of making interim monthly advances shall not convert this agreement to a time and materials basis of payment. B. (X) Phased Fixed Fee Arrangement. For the performance of each phase or portion of the Defmed Services by Consultant as are separately identified below, City shall pay the fixed fee associated with each phase of Services, in the amounts and at the times or milestones or Deliverables set forth. Consultant shall not commence Services under any Phase, and shall not be entitled to t.l-je compensation for a Phase, unless City shall have issued a notice to proceed to Consultant as to said Phase. Phase 1. Fee for Said Phase 2. Upon signing of contract Presentation of panel's recommendations Upon City receiving final report $ 57,500 $ 57,500 $ 5,000 3. ( ) I. Interim Monthly AdvarlCes. The City shall make interim mont.lUy advances against the compensation due for each phase on a percentage of completion basis for each given phase such that, at the end of each phase only the compensation for that phase has been paid. Any payments made hertunder shall be considered as interest free loans that must be returned to the City if the Phase is not satisfactorily completed. If the Phase is satisfactorily completed, the City shall receive credit against the compensation due for that phase. The retention amount or percentage set forth in Paragraph 19 is to be applied to each interim payment such that, at the end of the phase, the full retention has been held back from the compensation due for that phase. Percentage of completion of a phase shall be assessed in the soie and unfettered discretion by the Contracts Administrator designated herein by t.f:1e Cir-j, or such other person as the City Manager shall designate, but only upon such proof demanded by t.l:1e City that has been provided, but in no event shall sllch interim advance payment be made unless the Contractor shall have represented in writing that said percentage of completion of the phase has been performed by the Contractor. The practice of making interi.lTl monthly advances shall not conven this agreement to a time and materials basis of payment. C. ( ) Hourly Rate lurangement For performance of the DefIned Services by Consultant as herein required, City shall pay Consultant for the productive hours of time spent by Consultant in the performance of said Services, at t..~e rates or arnOtl:.l.ts set forLh in the Rate Schedule herein below according to the following terms and conditions: Page 18 10-63 (1) ( ) Not-to-Exceed Limitation on Time and Materials Arrangement Notwithstanding the expenditure by Consultant of time and materials in excess of said Maximum Compensation amount, Consultant agrees l~at Consulta.'1t will perform all of the Defined Services herein required of Consultant for $ including all Materials, and other "reimbursables" ("Maximum Compensation"). (2) ( ) Limitation without Further Authorization on Time and Materials Arrangement At such time as ConsultaIlt shall have incurred ti.,11e and materials equal to (" Authorization Lirr>jt"), Consultant shall not be entitled to any additional compensation without further authorization issued in \vritiIlg and approved by the City. Nothing herein shall preclude Consultant from providing additional Services at Consultant's own cost and expense. Rate Schedule Category of Employee Name of Consultant Hourly Rate $ $ $ $ $ ( ) Hourly rates may increase by 6% for services rendered after [month], 20__ if delay in providing services is caused by City. 1 1. Materials Reimbursement Arrangement For L.1e cost of out of pocket expenses incurred by Consultant in the performance of services herein required, Cirj shall pay Consultant at the rates or amounts set forth below: (X) None, the compensation includes all costs. Cost or Rate $ $ $ $ $ $ $ $ () Reports, not to exceed $ () Copies, not to exceed $ () Travel, not to exceed $ () Printing, not to exceed $ () Postage, not to exceed S () Delivery, not to exceed S . () Long Distallce Telephone Charges, not to exceed $ () Other Actual Identifiable Direct Costs: Page 19 10-64 , nor to exceed $ , not to exceed $ $ $ [2. Contract Administrators: City: Stacey Kurz, Senior Project Coordinator, Redevelopment and Housing Consultant: Matthew Rader, Senior Associate, Advisory Services Program 13. Liquidated Damages Rate: ( ) $ ( ) Other: per day. 14. Statement of Economic Interests, Consultant Reporting Categories, per Conflict of Interest Code: (X) Not Applicable. Not an FPPC Filer.' ( ) FPPC Filer ( ) Category No. I. Investments and sources of income. ) Category NO.2. Interests in real property. , , ) Category No, 3. investments, it-,terest in real property and sources of income subject to the regularory, permit or licensing authority of me department. ) Category No.4. Investments LTl business entities and sources of income that engage in land development, construotion or the acquisition or sale of real property. ( ) Category No.5. Investments in business entities and souroes of income of the type whioh, within the past two years, have contraoted with the City of ChuIa Vista (Redevelopment Agency) to provide services, suppiies, materials, machinery or equipment 1. If Consultant, in the performance of its services u.llder this agreement: (1) conduc[S research and arrives at conclusions with respect to its rendition of inforrnation~ advice, reoormnendations or counsel independent of the control and direction of the City or of any City official, other t.~an normal contract monitoring; and (2) possesses no authority wiTh respect to any City' decision beyond L~e rendition of information, advice, recommendations or counsel, Consultant should not be designated as at! FPPC Filer. Page 20 10-65 ( ) Category No.6. Investments in business entities and sources of income of the type which. within the past two years, have contracted with the designated employee's department to provide services, supplies, materials, machinery or equipment. ( ) Category No.7. Business positions. ( ) List "Consultant Associates" interests in real property within 2 radial miles of Project Property, if any: 15. ( ) Consultant is Real Estate Broker and/or Salesman 16. Permitted Subconsultants: ~ 17. Bill Processing: A_ Consultant's Billing to be submitted for L~e following period of time: ( ) Monthly ( ) Quarterly ( ) Other: B. Day of the Period for submission of Consultant's Billing: ( ) First of the Month ( ) 15Lf:t Day of each Month ( ) End of the Month ( ) Other: C. City's ACCOUI'lt Nu,nber: 65140-630 I 18. Security for Performance Page 21 10-66 ( ) Performance Bond, $. ( ) Letter of Credi~ $ ( ) Other Security: Type: Amount: $ (X) Retention. If this space is checked, then notwithstanding other provisions to the contrary requiring the payment of compensation to ULI sooner, the City shall be entitled to retain, at their option~ either the folloWLTlg "Retention PercentageTT or "Retention Amounttl until the City determines that the Retention Release Event, listed below, has occurred: ( ) Retention Percentage: (X) Retention l\1nount: $5,000 % Retention Release Event: (X) Completion of All Advisory Services ( ) Other: , , Page 22 10-67 CITY COUNCIL & REDEVELOPMENT AGENCY AGENDA STATEMENT ~\I.t.- em OF ~CHULA VISTA .'-jtily22, 266g1tem1T'- ITEM TITLE: JOINT RESOLUTION OF THE CITY COUNCIL AND THE REDEVELOPMENT AGENCY OF THE CITY OF CHULA VISTA APPROVING AMENDMENT NO. 3 TO THE LETTER OF INTENT BETWEEN THE CITY OF CHULA VISTA, THE REDEVELOPMENT AGENCY OF THE CITY OF CHULA VISTA, THE SAN DIEGO UNIFIED PORT DISTRICT, AND GAYLORD ENTERTAINMENT COMPANY EXTENDING THE TERiVl OF THE LETTER OF INTENT THROUGH DECEMBER 31, 2008, AUTHORIZING THE CITY MANAGER/EXECUTIVE DIRECTOR TO EXECUTE AMENDMENT NO.3 TO THE LETTER OF INTENT ON BEHALF OF THE CITY AND THE REDEVELOPMENT AGENCY, AND AUTHORIZING THE CITY MANAGERIEXECUTIVE DIRECTOR TO APPROVE AND EXECUTE AN ADDITIONAL SIX MONTH EXTENSION OF THE TERM OF THE LETTER OF INTENT THROUGH JUNE 30, 2009 ON BEHALF OF THE . CITY AND THE REDEVELOPMENT AGENCY, IF NEEDED .\ c-;;:X' - DENNY STONE, ECONOMIC DEVELOPMENT OFFICEROt \cl.Y'::> CITYMANAGER;:f.VLV,. ,.. . / 4/5THS VOTE: YES NO x SUBMITTED BY: REVIEWED BY: SUMMARY In July 2006 a Letter of Intent (LOI) was entered into between the City of Chula Vista, the Redevelopment Agency of the City of Chula Vista, the San Diego Unified Port District and Gaylord Entertainment Company relative to a major hotel and convention center, and associated public improvements, that would serve as an economic catalyst for the development of the Chula Vista Bayfront. The term of the LOI was extended via the First Amendment, approved by the City Council in May 2007, and the Second Amendment approved by the City Council in February 2008, which is set to expire July 30, 2008. The parties to the LOI still agree on the fundamental goals and objectives set forth, however, they require additional time to finalize the formal agreements. Adoption of the resolution extends the LOI through the end of December 2008 and authorizes a six month extension through June 2009, if needed. ENVIRONMENT AL REVIEW The Environmental Review Co'ordinator has previously reviewed the proposed amendment to the LOI for compliance with the California Environmental Quality Act (CEQA) and has determined that the activity is not a "Project" as defined under Section 15378 of the State CEQA Guidelines; therefore, pursuant to Section 15060(c)(3) of the State CEQA Guidelines the activity is not subject to CEQA. Thus, no environmental review is necessary. . 11 ~1 , , July 22, 2008 ltem-.L..L Page 2 of3 RECOMMEND A nON Council/Agency adopt the resolution. BOARDS/COMMISSION RECOMMENDA nON Not applicable. DISCUSSION The general concepts outlined in the original July 2006 LOI include the following: . Gaylord will develop a 1,500 to 2,000 room hotel and convention center, and adjacent parcels as mutually determined by the parties defined as the "Project." . Gaylord will pay its pro-rata share of the cost of the environmental reVIew and entitlement process. . Approximately $178 million toward the first phase infrastructure/public improvement costs and $130 million toward convention center development costs will be publicly financed by the CitylRDA and the Port as financial partners. . Part of the $130 million toward convention center costs may be funded over time as new revenues are realized from the project. . Debt service will be provided proportionate to new net revenues generated by the project to the City, RDA and the Port District. I , o Debt service for the infrastructure and convention center financings will be provided only from new (net) revenues generated by the project. The City's General Fund will not be put at risk. New net revenues are defined to include transient occupancy tax (TOT), property tax increment and Port lease revenues. Sales tax is specifically excluded from new net revenues. The parties are still in agreement that the above represent the goals and objectives of the parties. Since July 2006, the Port District has been involved in confidential negotiations with Gaylord relative to the terms and conditions of an Option to Lease with Gaylord. If the conditions precedent described in the Option to Lease are timely satisfied, then Gaylord could exercise its option and enter into a long- term lease for development of a 1,500 - 2,000 room hotel and convention center. There are very few unresolved business issues relative to the option and lease. It is anticipated that the formal Option and Lease documents will be ready for consideration by the Port Board soon. Recently Gaylord has expressed its position that prior to entering into the Option Agreement with the Port District; all parties agree to the fundamentals of a finance structure relative to funding the infrastructure required to support the Gaylord hotel/convention center and ilie public agencies' $130 million contribution to the cost of the convention center. It is anticipated that the four parties will enter into a more detailed supplement to the LOI that will describe a financing scenario. The document currently under discussion would describe the revenue streams, generated by the Gaylord project that each agency (City, RDA, and Port) would make available to support bond financing for the public agencies' portions of the project's costs. It would also describe the structure of the bond financing 11-2 July 22, 2008 r Item. Page 3 of3 contemplated by the parties, and general parameters of the funding mechanisms. Gaylord has recently provided a preliminary update of its development proforma and revenue projections (last provided in 2006) and the Port District's consultant is updating the infrastructure cost estimate. The City has retained a consultant to review Gaylord's revenue projections and provide a report that analyzes Gaylord's Chula Vista projections relative to the regional hospitality market and to Gaylord's other developments. Completion of these updates will be a prerequisite to finalizing a recommendation for the supplement to the LOI pertaining to a financing structure. Staff recommends that the existing LOI be extended for an additional five months, through the end of December 31, 2008 to allow time to complete the cost and revenue updates and finalize recommendations on the formal agreements. Staff also recommends that another six month extension by agreement of the parties (executable by the City Manager) be authorized at this time, through June 30, 2009, in case there are unforeseen delays. The LOI is not a binding agreement, but guides the negotiations between the parties until definitive agreements and detailed financing structures can be put in place. Under the LOI,' all laws are reserved and protected, including those pertaining to environmental review. DECISION MAKER CONFLICT Staff has reviewed the property holdings of the City Council and Redevelopment Agency Board Members and has found a conflict, in that Council! Agency Board Member Castaneda has property holdings within 500 feet of the boundaries of the property, which is the subject of this action. FISCAL IMPACT The LOI establishes broad parameters for continuing negotiatibns between the City of Chula Vista, the Redevelopment Agency of the City of Chula Vista, the San Diego Unified Port District and Gaylord Entertainment. There are no direct fiscal impacts to the City or the Redevelopment Agency as a result of this Amendment to the LOI. ATTACHMENTS 1. Letter oflntent approved July 25,2006 2. Letter of Intent Amendment No. I approved May 15,2007 3. Letter ofIntent Amendment No.2 approved February 19,2008 Prepared by: Denny Slone, Economic Development Officer, City l\Janager's Office 11-3 Attachment 1 San Diego Unified Port District Document No. SO 937 Filed AUG 0 3 ?OD6- Office 01 the District Clerk LETTER OF INTENT BY AND AMONG SAN DIEGO UNIFIED PORT DISTRICT, CITY OF CHULA VISTA, REDEVELOPMENT AGENCY OF THE CITY OF CHULA VISTA, AND GAYLORD ENTERTAINMENT COMPANY CONCERNING BAYFRONT HOTEL, CONVENTION CENTER AND ANCILLARY DEVELOPMENT RECITALS WHEREAS, the San Diego Unified Port District ("Port District") and the City of Chula Vista, California ("City"), since 2003 have been engaged in a joint planning process for the redevelopment of the Chula Vista Bayfront, resulting in the Chula Vista Bayfront Master Plan, and; WHEREAS, the three-year joint planning process included broad stakeholder and community involvement in many forms including numerous public outreach meetings and the formation of a Citizen's Advisory Committee, and; , , WHEREAS, the joint planning process concluded that the early presence of a significant "anchor" project is desirable and will serve as a catalyst for future public and private development, and; WHEREAS, the concept proposed by Gaylord Entertainment Company ("Gaylord"), and outlined in this letter of Intent has the necessary features of such an anchor project and is consistent with the Chula Vista Bayfront Master Plan and the general direction of the Citizens' Advisory Committee, and; WHEREAS, Gaylord's financial, managerial, and development qualifications were validated in an open competitive Request for Qualifications process, and; WHEREAS, the Project contemplated by this letter of Intent will generate substantial benefits to the local and regional community in the form of increased tax and lease revenues, permanent jobs, and by providing the people of California and local community with significant public amenities, such as more than 200 acres of open space, parks and public access, increased recreational and entertainment opportunities and environmental enhancements, and; TRIPLICATE-ORIGINAL Page 1 11-4 ,cPA- " WHEREAS, the Project contemplated by this Letter of Intent will generate substantial direct and indirect statewide benefits including permanent and temporary jobs, increased tax revenues, public facilities, and; WHEREAS, the Port District, the City and the Redevelopment Agency of the City of Chula Vista ("RDA") have agreed to form a partnership to achieve the aforementioned benefits; Now, Therefore: 1. Parties: This Letter of Intent (the "LDI") dated as of JUt 2 5 , 2006, is by and among the Port District, the City, the RDA, and Gaylord, (collectively "Parties"). The Port District, the City and the RDA are referred to collectively herein as the "Governmental Entities." 2. Term of Letter of Intent: This LOI shall be for a term expiring on the earliest of: (i) May 31, 2007, (ii) the date any Option Agreement or Lease is executed between the Port District and Gaylord and the basic structure of the Public Financial Commitment described below is finalized to the satisfaction of the Parties, or (Hi) the date any Party elects to end negotiations as described in paragraph 12 below. 3. Subject Matter - Development of the Project: The purpose of the LOI is to provide a broad outline of the basis on which the Parties will work with each other during the term of the La! to determine whether mutually acceptable agreements can be reached relating to the development of the private improvements and public infrastructure for Parcel H-3, which will not be less than 32.23 acres in size (the "H-3 Site"). and the adjacent sites as mutually determined by the Parties to be sufficient in scope to generate revenues necessary to support the financing contemplated herein (collectively, the "Project"). known collectively as the "Phase I Chula Vista Bayfront," located within the Port District and within the City and the RDA's Bayfront Redevelopment Project. The Parties contemplate that Gaylord will act as the developer of the Project. 4. Gaylord Development Obligation: Gaylord will be responsible for the design, development, construction and operation of the Project in a manner satisfactory to the Governmental Entities which, with respect to the proposed hotel and convention center on the H-3 Site, will be similar to and typical in type and quality to Gaylord's existing operations in Grapevine, Texas and Orlando, Florida. Except to the extent of the Public Financial Commitment described in paragraph 6 below and the other obligations of the Port District, the. City and the RDA described herein, Gaylord will be Page 2 11-5 .' responsible for all costs and activities of every sort associated with the devalopment, operation and ownership of the Project. Gaylord shall invest, or shall cause others to invest, the funds necessary to complete the Project. The design, scope, timing, branding, theme, appearance and conditions of operation of the Project shall be negotiated by the Parties during the term of this LOI. The Parties expect the Project development to be substantially in accordance with the Chula Vista Bayfront Master Plan. Gaylord will participate with the Port District, the City and the RDA in a public outreach process as agreed to by the Governmental Entities and Gaylord. Among other material terms, a condition precedent to the obligation of the Governmental Entities relative to the Public Financial Commitment will include evidence satisfactory to each of them, that Gaylord will meet its development obligations and financial obligations, with respect to the Project, including with respect to the Public Financial Commitment. 5. Monetary Contribution to Cost of Entitlements: Subsequent to execution of the LOI, the Parties will negotiate a mutually acceptable sharing arrangement for' costs associated with preparing the Environmental Impact Report ("EIR") and processing the entitlements on a pro rata basis based on the acreage of the Project related to the acreage of the overall Chula Vista Bayfront Master Plan. It is currently estimated that these costs will not exceed Two Million Dollars ($2,000,000) in total " , 6. Public Financial Commitment: In exchange for the Gaylord Development Obligation described in paragraph 4 above, the Port District, City and RDA will provide a public financial commitment described in this paragraph 6 ("Public Financial Commitment"). subject to delivery by Gaylord of additional financial and other data to the satisfaction of the Governmental Entities. In every case, the Public Financial Commitment shall be payable in' amounts to be negotiated by the Parties exclusively from the following sources (or, as to the City, from other legally available amounts not to exceed the amount described below): (a) as to the Port District, all or a portion of lease revenues derived by the Port District from any lease or other disposition of the Project to private, non-governmental users. (b) as to the City, from lawfully available funds of the City which the City determines most appropriate, an amount equivalent to all or a portion of transient occupancy taxes received by the City that are generated by hotel occupancy on the Project. Page 3 11-6 (c) as to the RDA, all or a portion of tax increment revenues received by the RDA within existing plan limitations pursuant to the Community Redevelopment Law, California Health and Safety Code Section 33000 et seq., attributable to taxes levied with respect to property located on the Project, net of amounts payable to other taxing entities (other than the City), amounts required to be deposited in the RDA's low and moderate income housing fund, county administrative charges and any other mandatory amounts payable to third parties from such tax increment funds. Any RDA commitment of these dollars will also be subject in every respect to prior pledges of tax increment from the RDA's merged Bayfront/Town Centre Redevelopment Project. In all cases, as to each Governmental Entity, the revenue sources described in (a), (b) and (c) above, referred to herein as "New Net Revenues', will be calculated net of costs, including operation and maintenance costs, incurred by the Governmental Entities in providing services to the Project. The Governmental Entities' obligations to provide the Public Financial Commitment described in this paragraph 6 shall be limited to, and shall never exceed, the New Net Revenues. The Governmental Entities shall evaluate an additional charge, to be measured by hotel occupancy, representing the equivalent of a two percent (2%) increase in the transient occupancy tax applicable to the all or a portion of the Bayfront Redevelopment Project area, provided such increase shall in no event require voter approval, other than of Gaylord, the other affected property tenants in the Bayfront Redevelopment Project area, and the Governmental Entities. The Parties acknowledge that such an increase may not be legally or practically feasible. The Port District, on the one hand, and the City and RDA, on the other, will contribute to the total Public Financial Commitment described below, pro rata, in accordance with the total New Net Revenues derived from the Project, as determined by the Governmental Entities. The Public Financial elements: the Infrastructure Commitment. Commitment will consist of two primary Financing and the Convention Center The Parties recognize that implementation of the Infrastructure Financing and Convention Center Commitment are subject to further legislative action of the Governmental Entities, compliance with applicable legal restrictions, reasonable credit, timing and other public policy considerations of the Government Entities, and the outcome is not assured. If Page 4 11-7 . . the Infrastructure Financing and/or the Convention Center Commitment are not provided, the Parties may agree to evaluate other mutually acceptable and legally available means to develop the infrastructure component of the Project. (i) Infrastructure Financing: The Governmental Entities will apply New Net Revenues to the cost of the necessary infrastructure required for development of the Project in the current estimated amount not to exceed One Hundred Seventy-Eight Million Dollars ($178,OOO,OOOl (in 2006 dollars), net of financing costs. The parties intend to evaluate the feasibility of financing an amount not to exceed One Hundred Seventy-Eight Million Dollars ($178,000,000) in infrastructure costs through the Infrastructure Financing described in paragraph 7 below. The Infrastructure Financing is intended to finance the cost of designing and constructing all necessary wet and dry utilities, roads, open spaces, landscaped areas, parks and promenades and other public improvements associated with the development of the Project. The Infrastructure Financing amount is based on preliminary cost estimates. To the extent that future estimates differ from the current estimate, the Parties will negotiate an adjustment to the Infrastructure Financing. The Parties shall agree on the scope, design, and cost of the landscaped areas, parks, and promenades associated with development of the Project. The infrastructure improvements currently to be financed are detailed on the attached Exhibit "A," but may be revised as a result of the requirements of the California Environmental Quality Act (~GEQA") or a change to the infrastructure requirements for the Project that occurs during the entitlement process. (ii) Convention Center Commitment: The Convention Center Commitment of One Hundred Thirty Million Dollars ($130,000,000) (in 2008 dollers) will be provided to the extent available from New Net Revenues, plus a credit equal to the amount of all City development impact fees that the Project would otherwise have paid (collectively, the "Convention Center Commitment"). The Parties agree to investigate feasible ways to finance the Convention Center Commitment by means of the Convention Center Financing described in paragraph 7 below. Any remainder of the Convention Center Commitment not provided by the Convention Center Financing will be funded from New Net Revenues as they are earned over time, on a .pay-as-you-go" basis, on terms to be negotiated by the Parties, and will be paid or credited to Gaylord from annual surpluses after payment of debt service and other mutually agreed costs of the Infrastructure Financing and the Convention Center Financing. Any portion of the Convention Center Commitment that is funded on a "pay-as-you-go" basis shall be subject to a discount rate of 12% (the "Pay-As-You-Go Amount") until the unfunded portion is fully funded from New Net Revenues or until such other time as the Parties may agree, (the Page 5 11-8 , ' "Pay-As-You-Go Term"}. Receipt of the Pay-As-You-Go Amount will be subject to certain minimum performance standards for Gaylord and the Project, to be negotiated by the Parties. In the event that New Net Revenues received during the Pay-As-You-Go Term are not sufficient in an amount to fund the Pay-As-You-Go Amount, then the Governmental Entities shall have no further obligation to pay such amount from any source. 7, Structure of Convention Center Financing and Infrastructure Financing; In no event will the Governmental Entities be responsible for payments with respect to the Convention Center Commitment or the Infrastructure Financing except from the sources and in the manner described in paragraph 6. The Parties will evaluate the feasibility of issuing two series of bonds, Series A (the "Infrastructure Financing") will be in an approximate amount not to exceed One Hundred Seventy-Eight Million Dollars ($178,000,000) net construction proceeds to finance the infrastructure more fully described in Exhibit" A," Series B represents a to-be-negotiated portion of the One Hundred Thirty Million Dollar ($130,000,000) Convention Center Commitment (the "Convention Center Financing"), the net proceeds of which are to be used to finance a convention center. Gaylord will be responsible for all costs associated with the Project not financed by the Infrastructure Financing, the Convention Center Financing; and the balance of the Convention Center Commitment paid from New Net Revenues. The feasibility and structure of the two bond series is yet to be determined, and is subject to further analysis and negotiation by the Parties. The obligation of the Governmental Entities, and each of them, to pursue the Infrastructure Financing and Convention Center Financing shall be subject in all respects to the requirements of applicable state and federal laws, including state and federal securities laws, the application of sound credit, underwriting and public debt standards and requirements of the Government Entities and applicable underwriters. 8. Acquired land: The City and Port District shall cooperate with Gaylord in the purchase, subdivision, zoning and other actions required in order for Gaylord to incorporate any acquired land into the Project. This may include the Port District taking ownership of the acquired land. 9. Compliance with Additional laws; No Limitation of legislative Discretion. Approval of the Project is subject to full compliance with CEQA, including the certification of an EIR, and ultimate approval by the California Coastal Commission. Page 6 11-9 No .provision of this LOI shall be construed to require or compel the Governmental Entities to grant any approval with respect to the Project or to limit the discretion of the governing bodies of the Governmental Entities to approve, deny or condition the Project, including the imposition of mitigation measures as required by CEQA. The Parties agree that nothing in this LOI in any respect does or shall be construed to affect or prejudge the exercise of discretion by the Governmental Entities. Moreover, nothing contemplated herein to be done by the Governmental Entities will be inconsistent with the duties of the Governmental Entities, including fiduciary duties of the Port District to its Tidelands Trust and any constitutional and statutory requirement of the Governmental Entities related to the use of public funds and activity related to the Project. 10. Permits: City, RDA, and Port District shall agree to give expedited status to all applications for approvals or permits for the Project. 11. Negotiation of Additional Documents: After execution of this LOI, if the Parties have determined that it is ,feasible to proceed with the development of the Project as outlined in this LOI, the Parties shall negotiate and produce any documents the Parties deem appropriate. 12. Letter of Intent Not a Bindin~ Agreement: The Parties agree that this LOI is not intended to nor shall it be interpreted to create a binding agreement between the Parties. Any agreement regarding the Project, or any element of the Project, including methods of financing the Project, will be the subject of other written agreements which must be approved by the governing bodies of the Governmental Entities following appropriate public . processes. and is not embodied in this LOI. The Parties agree further that, while this LOI is intended to guide the Parties in their negotiations relative to the Project, it does not bind the Parties to continue negotiations if, in the judgment of any such Party, such continued discussions do not serve the interests of that . Party. Moreover, each Party agrees that, to the extent it expends funds or devotes resources to discussions relative to the feasibility of implementing the Project, it does so of its own initiative and not in reliance on this LOI or any representations of the other Parties. Except as set forth in paragraph 5 above, in no event will a Party be responsible for the costs or other losses, real or imagined, of any other Party in pursuing the Project in the absence of a definitive agreement entered into subsequent to this LOI relative to such cost Page 7 11-10 . . sharing. No Party shall be entitled to sue to enforce the terms of this LOI or to recover monetary damages for an alleged breach of this LO!. Approved as to form: By ~ Ellen Corey Bo Assistant Po Attorney San Diego Unified Port District Approved as to form: BY~~ Ann Moore City Attorney City of Chula Vista Approved as to form: By ~n~ Ann Moore /cZfl<- Agency General Counsel Redevelopment Agency of the City of Chula Vista Document #191489v2 By NIFIED P RT DISTRICT U- Dan E. Wilkens Executive Vice President CITY OF CHULA VISTA ~~ By. /~ . Jim Thomson . Interim City Manager REDEVELOPMENT AGENCY OF THE CITY OF ,CHULA VISTA A~ By /L Jim Thomson ------ Interim Executive Director By Ignature PRINT NAME: hv..",J-+- W..tsH,..-ooL PRINT TITLE: S V P - tMAfv;eJ-j D+ c... 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Watef" CilDa SD Ccur'l Wawr AiJth. flieS E:::aW121\" Un'" ,- SF SF IF SF EA IF IF lF lF lF EA IF SF U; CY CY U; es CY CY lS EA SF SF SF SF ""' CY IF IF SF SF EA EA EA EA SF EA EA EA IF lF IF EA EA EA IF IF IF IF EA EA EA ""' EA EA EA EA EA lF LF IF lF EA EA EA EA SF SF SF SF SF SF es U; LS LS '" EA U; LS ~~ UroitCoet 2.<100 5 5 , '" '"0 la la 15 '" '" 16000 10 1 15 " 2.500000 1.000 15 15 , 20000 ,-'" ~'" '2' 8 " '" 3a 25 ,.", la '500 5000 '7~ <I~ ''''' 582000 100 200 27a 3800 1."" '.000 J.4 125 '''' 27 '.000 200 20.000 100 2400 l00Q '000 GOO '.500 100 120 ,,,, 100 2.500 1500 '500 2. ,.25 5.00 ,.'" 7.50 '.00 10.00 ''''. 3500 <000 275000 3611.000 " <00.0001 10000 12000 000 LS EA EA EOU es, lS lS T.... QU;2ntltv 1000 3.41-4,649 77965 43.771 1,105,500 ,0) 36,000 3a. <<.500 32.700 '.800 . 16.199 2'n.a2() 65,000 36,200 3S3.ll.50 1 1 134.483 709.529 100000 2 132423 "!'2.61" 6.27466 6010 31,925 .70 28,47 3,815 1:35.565 31.022 15 00 3.00 ." "'" 1 1 1 3..161 T. _ 1.641 32 , . 6.300 1.\130 74G 230 12 7 2 9 1 . 1 7 , 1,480 ",., 402 4,820 1 '" '''' 7a 52'2 65700 39,700 127"" 254462 136,523 1 5 7a 2 8 2 , 1 1 o , 2 o o a 459525 1 1,.500 '3,802 12,000 45 2a ,,,,,,,a 1 1 Puhllo I Cod.- 2880. 20 487,ll94 -4.67190 '21l 198m 174000 .65800 :noi!.OO ~01,OOO 1,111,200 288000 78. 194.388 17"~'20 10' '51 121:>1.400 3.36<l. 1,200. 2,420,694 12771.523 120 48,000 1 sa.71~ <135326 1:1,211,913 578 514.550 16.920 10251 116250 1,057563 3n.2S4 45000 360000 .'" 729000 1329 00 5115.70 2340,000 69ll,400 379.32 1585,520 531,1)84 2:1:'00 259 124, 75,000 "'00 "I" 48. 1 298a 4.000 '000. 25200 18 1TT,600 1533 ~~~ ~ 54 598000 188. 115448 394 oa ,OO. 1145664 1.lJ32,12l3 1.83941 180,000 21 ""000 800.000 3.542.400 80.000 "" 120011 144<:0 3897.2 7m 1 970~ 5.541,561 65415<37 11.031000 18O.0eo 1,$)0 16.58 Total Coaw: $ 177,9~9.1l9~ , Attacnment2 AMENDMENT NO.1 TO LETTER OF INTENT BY AND AMONG SAN DIEGO UNIFIED PORT DISTRICT, CITY OF CHULA VISTA, REDEVelOPMENT AGENCY OF THE CITY OF CHULA VISTA, AND GAYLORD ENTERTAiNMENT COMPANY CONCERNING BAYFRONT HOTEl. CONVENTION CENTER AND ANCILLARY DEVELOPMENT San Diego Unified Ps 2eS5 Document No. Filed JUN 1 3 ?007 Office oj the District Clerk RECIT ALS WHEREAS, the San Diego Unified Port District ("Port District"). the City of Chula Vista, California ("City"), and the Redevelopment Agency of the City of Chula Vista (RDA). (collectively, the "Governmental Entities"), and Gaylord Entertainment Company ("Gaylord") have entered into a Letter Of Intent dated July 25, 2006, and; WHEREAS, the Letter Of Intent was also authorized by a Resolution of the Board of Port Commissioners and was also authorized by a Resolution of the Chula Vista City Council and the Redevelopftient Agency Board, at public meetings held on July 25, 2006, and; WHEREAS, the Port District, the City, the RDA, and Gaylord desire to amended said Letter of Intent; NOW THEREFORE, the parties agree to amend the Term of The Letter Of Intent in the following respect: The Term of Letter of Intent shall be extended from May 31, 2007, to November 30, 2007, and may be extended for an additional gO-day period after November 30, 2007 by mutual written agreement of the parties. The Term of the Letter of Intent may end earlier jf allY Option Agreement or Lease is executed between the Port District and Gaylord and the basic structure of the Public Financial Commitment finalized to the satisfaction of the parties, or if any party elects to end negotiations as described in paragraph 12 of the Letter of Intent. (Signatures to Follow) TR!PUCATE~ORIGINAL 11-13 iZ-?O07 - ~ ( ADDENDUM TO LETTER OF INTENT PAGE 2 Approved as to form: SAN DIEGO UNIFIED PbRT DISTRICT By ~ By ~tJ~~a0 Ran a J. Co~lio (f Acting Director, Real Estate Approved as to form: CITY OF CHULA VISTA By~lA~k Ann Moore City Attorney City of Chula Vista By IK j ~ (/ Jim Thomson Interim City Manager Approved as to form: REDEVELOPMENT AGENCY OF THE CITY OF CHULA VISTA " , ByJ~~~ ,/~BY Ann Moore Agency General Counsel Redevelopment Agency of the City of Chula Vista ~ /L Jim Thomson Interim Executive Director GAYLORD ENTERTAINMENT OMPANY BY~ PRINT NAME: ~~ ~trlJOk, "7JP PRINT TITLE: Document No, 194068 V3 11-14 .' " Attachment 3 AMENDMENT NO, 2 TO LETTER OF INTENT BY AND AMONG SAN DiEGO UNIFIED PORT DISTRICT, CITY OF CHULA VISTA, REDEVELOPMENT AGENCY OF THE CITY OF CHULA VISTA AND GAYLORD ENTERTAINMENT COMPANY CONCERNING SA YFRONT HOTEl, CONVENTION CENTER AND ANCILLARY DEVELOPMENT San Diego Unifted Port Dlstrfct 52990 Document No. '. . MAR 1 0 2008 Oftice of the District CierI< Filec RECITALS WHEREAS, the San Diego Unified Port District ("Port District"), the City of Chula Vista, California ("City"), and the Redevelopment Agency of the City of Chula Vista (RDA). (collectively, the "Governmental Entities"). and Gaylord Entertainment Company ("Gaylord") have entered into. a Letter Of Intent dated July 25, 2006, and; WHEREAS, the Letter Of Intent was also authorized by a Resolution of the Board of Port Commissioners and was also authorized by a Resolution of the Chula Vista City Council and the Redevelopment Agency Bo,ard, at public meetings held on July 25, 2006, and; , WHEREAS, the Port District, the City, the RDA, and Gaylord amended said Letter Of Intent to extend the term to February 28, 2008, and; WEREAS, the Port District, the City, the RDA and Gaylord desire to enter into the second amendment to said Letter Of Intent; NOW THEREFORE, the parties agree to amend the Term of The Letter Of Intent in the following respect: The Term of Letter Of Intent shall be extended from February 28, 2008, to May 31, 2008, and may be extended for an additional 50-day period after May 31, 2008, by mutual written agreement of the parties. The Term of the Letter Of Intent may end earlier if any Option Agreement or Lease is executed between the Port District and Gaylord and the basic structure of the Public Financial Commitment finalized to the satisfaction of the parties, or if any party elects to end negotiations as described in paragraph 12 of the Letter Of Intent. (Signatures to Follow) 11-15 tfL49 c;;2a:;; - /97 OOADRUPUCATE-ORiGINAl dto&-06" ~ 'l . . . . AMENDMENT NO.2 TO LETTER OF INTENT PAGE 2 By E~~ ~ Assistant Port Attorney SAN DIEGO UNIFIED PORT DISTRICT I ) /-B~~' C lk-<~. "\'l--.oc.---~ .. ".) ~ren Weymann Acting Director, Real Estate Approved as to form: Approved as to form: CITY OF CHULA VISTA By Q~ Ann Moore City Attorney City of Chula Vista B~&.,-i;2 U City Manager Approved as to form: REDEVELOPMENT AGENCY OF THE CITY OF CHULA VISTA By U.r- ~ By~g-/;iJJ Executive Director Ann Moore Agency General Counsel Redevelopment Agency of the City of Chula Vista By PRINT TITLE: PeJH1€-ff jA/tsff,rooK "SliP PRINT NAME: DM5#194068.v4 Amendment No 2 to Letter Of Intent By and Among SOUPO City of Chula Vista Redevelopment Agency City of Owla Vista and Gaylord Entertainment Company 11-16 RESOLUTION NO. JOINT RESOLUTION OF THE CITY COUNCIL AND THE REDEVELOPMENT AGENCY OF THE CITY OF CHULA VISTA APPROVING A1\1ENDMENT NO. 3 TO THE LETTER OF INTENT BETWEEN THE CITY OF CHULA VISTA, THE REDEVELOPMENT AGENCY OF THE CITY OF CHULA VISTA, THE SAl'l DIEGO UNIFIED PORT DISTRICT, AND GAYLORD ENTERTAINMENT COMPAl'lY EXTENDING THE TERM OF THE LETTER OF INTENT THROUGH DECEMBER 31, 2008, AUTHORIZING THE CITY MANAGER/EXECUTIVE DIRECTOR TO EXECUTE Al\1ENDMENT NO. 3 TO THE LETTER OF INTENT ON BEHALF OF THE CITY AND THE REDEVELOPMENT AGENCY, AND AUTHORIZING THE CITY MANAGERJEXECUTIVE DIRECTOR TO APPROVE AND EXECUTE AN ADDITIONAL SIX-MONTH EXTENSION OF THE TERM OF THE LETTER OF INTENT THROUGH JUNE 30, 2009 ON BEHALF OF THE CITY AND THE REDEVELOPMENT AGENCY, IF NEEDED WHEREAS, the City Council and the Redevelopment Agency of the City of Chula Vista approved a Letter of Intent (Lor) between the City of Chula Vista, the Redevelopment Agency of the City of Chula Vista, the San Diego Unified Port Disthct (Port), and Gaylord Entertainment Company (Gaylord) concerning Bayfront hotel, convention center, and ancillary development on July 25, 2006, pursuant to RDA Resolution No. 2006-1953 and City Council Resolution No. 2006-232; and WHEREAS, the City Council and the Redevelopment Agency of the City of Chula Vista approved an Addendum. and reconsidered that approval to the Addendum, to the Lor on October 10,2006, pursuant to RDA Resolution No. 2006-1958 and City Council Resolution No. 2006- 307 and on November 7, 2006, pursuant to RDA Resolution No. 2006-1964 and City Council Resolution No. 2006-332, respectively; and WHEREAS, on May 15, 2007, the City Council and the Redevelopment Agency of the City of Chula Vista approved Amendment No. 1 to the Letter of Intent which allowed for the extension of the term of the Lor to November 30, 2007, pursuant to RDA resolution No. 2007- 1974 and City Council Resolution No. 2007-115; and WHEREAS, approval of Amendment No. I of the LOI also contemplated the possibility of an additional 90-day extension beyond November 30, 2007, if mutually agreed to by the parties; and 11-17 WHEREAS, on December 4,2007, the City Council and the Redevelopment Agency of the City of Chula Vista approved a 90-day extension to the LOI extending the term of the Lor to February 28, 2008, pUrSUaJlt to RDA resolution No. 2007-1985 and City Council Resolution No. 2007-286; and WHEREAS, the City Council and the Redevelopment Agency of the City of Chula Vista approved Amendment No.2 to the Letter of Intent which allowed for the extension of the term of the LOI to February 28, 2008 pursuant to RDA resolution No. 2008-1991 and City Council Resolution No. 2008-062; and WHEREAS, pursuant to that Resolution, the City Council and the Redevelopment Agency authorized the City Manager/Executive Director to approve and execute an additional 60-day extension of the term of the Letter of Intent through July 30, 2008 on behalf of the City and the Redevelopment Agency; and WHEREAS, the City ManagerlExecutive Director executed an Agreement to Extend the Term of the July 25, 2006 Four-Party Letter of Intent Until July 30, 2008, extending the term of the Letter of Intent to July 30, 2008; and WHEREAS, the parties to the LOI still agree on the fundamental goals and objectives set forth in the LOI, however, the parties require additional time to finalize the formal agreements contemplated in the LOI: and , ,I \\'HEREAS, staff is recommending that the term of the LOI be extended until December 31, 2008; and WHEREAS, staff is also recommending that the City Manager/Executive Director be authorized to approve and execute an additional six-month extension of the term of the LOI until June 30, 2009. NOW, THEREFORE, BE IT RESOLVED by the City Council of the CityofChula Vista and the Redevelopment Agency of the City ofChula Vista as follows: I. That it approves Amendment No.3 to the Letter of Intent between the City of Chula Vista, the Redevelopment Agency of the City of Chula Vista, the San Diego Unified Port District, and Gaylord Entertainment Company extending the term of the Letter of Intent through December 31, 2008. 2. That it authorizes the City Manager/Executive Director to execute Amendment No.3 to the Letter of Intent on behalf of the City and the Redevelopment Agency. 3. That it authorizes the City Manager/Executive Director to approve and execute an additional six-month extension of the term of the Letter ofIntent through June 30, 2009, on behalf of the City and the Redevelopment Agency, ifneeded. 11-18 Presented by Denny Stone Economic Development Officer Approved as to form by ,--ti~(~,-, /1 h~ in-- Bart Miesfeld v Interim City Attorney 11-19 THE A TT ACHED AGREEMENT HAS BEEN REVIEWED AND APPROVED AS TO FORM BY THE CITY ATTORNEY'S OFFICE AND WILL BE. FORi\1ALL Y SIGNED UPON APPROVAL BY THE CITY COUNCIL t.J ~.0 ,.. "0 ~." ,{ M--C'-.:::t:) fr--- Bart C. Miesfeld ~. Interim City Attorney Dated: 7/ n /11:Z , ( Letter of Intent by and Among San Diego Unified Port District, City ofChula Vista, Redevelopment Agency of the City ofChula Vista, and Gaylord Entertainment CompalllY Concerning Bayfront Hotel, Convention Center and Ancillary Development 11-20 AMENDMENT NO.3 TO LETTER OF INTENT BY AND AMONG SAN DIEGO UNIFlEfll'ORT DISTRICT, CITY OF CHULA VISTA, REDEVELOPMENT AGENCY OF THE CITY OF CHULA VrST A, AND GAYLORD ENTERTAINMENT COMPANY CONCERNING BA YFRONT HOTEL, CONVENTION CENTER AND ANCILLARY DEVELOPMENT WHEREAS, the San Diego Unified Port District (""Port DistriCl~), the City of Chu!a Vism ("City"), and the Redevelopment Agency of the City "C Chula Vis1a C'RDA"), (collectively, the '"Governmental Entities"), and Gayl(}rd Entertainment Company r'Gaylord") (the "Panies") have entered into a Letter of Intent daled July 25, 2006 (Leuer of 1me,,!"); and WHEREAS, the Letter offntent was tor a tenn expiring on May3J, 2007; and WHEREAS, that Letter of Intent was amended by Amendment No, 1 to Letter of Intent dated June 13, 2007. which extended the term of the Letter of Intent until Novemher 30, 2007, wilh an additional 90-day J"'l'iod after November 30, 2007, by mutual written agreement of the Parties~ and J WHEREAS, that Letter of Intent was further amended by Amendment No.2 to Letter of lInent daled March 10, 2008, which extended the term of the Letter of Intent until May 31, 2008, with an additional 6O-day period after May 31,2008, by mutual written agreem.;:nt ohlle Pmiie~ and WHEREAS, thetem1 oflhe LeIter of Intent will expire on July 30, 2008; and WHEREAS, ti,e Governmental Agencies and Gaylord are >till ia agreement regarding the goals and objectives of the Letter of Intent and are continuing to work toward thos-e goals and objectives~ and WHEREAS, the Governmental Agencies and Gaylord wish to further extend the 1<1711 oFlhe Letter of Intent, NOW THEREFORE, the ?,rties agree to further amend the Tenn of the Letter of Iment as follows: Effective July 31, 2008, the Term of the Leller of Intent shall be extended to December J L 2008~ and may be extended for an additional si:.<-month period until June 30, 2009, by mutual written agreement of the Parties. The Te:rnl of Letter of lnt:ent may end earlier if any Option Agreement O~ Lease is executed betw-een the Port District and Gaylord and the basic structure of the Public Financial Commitment is finalized to the 11-21 ......,. ...... ."'T .......<'>'7" T r ,'" AMENDMENT NO.3 TO LETTER OF INTENT PAGE 2 !iati.s(action of the Parties.. or if any Party elects to end llegotiations and described in j)aJ1\gmph 12 of the LetteroflntenL Approved as to form by: SAN DIEGO UNIFIED PORT DISTRICT By: By: Randa Coniglio Director, Real Estate Ellen Corey Born Assistant Port Attorney Approved as "to form by: ClTY OF CHULA VISTA By: By: D''fid Garci. City Manager Bart Miesfeld Interim City Attorney City ofChula Vista Appl'Oved as to fonn by: REDEVELOPMENT AGENCY OFTHE CITY OF CHULA VIsr A By: By: David Garcia Executive Director Bart Mies{eld Interim Agency Counsel Redevelopment Agency cftne City 0 f Chuia Vista GAYLORDE~~ERTA~ENT :IlMP Senior Vi~e President 11-22 James S. Geering Interim Fire Chief Michael Reeves Admin Battalion Chief (619) 409-5854 Pablo Quilantan Admin. Svcs. Mgr. (619) 585.5693 Alicia Hernandez Admin. Secretary (619) 409.5837 Vanessa Giuliano Sr. Office Specialist (619) 691.5195 Administration Date: July 15, 2008 To: The Honorable Mayor . _/ f' / Do.id Gm"o. City MO"09~~ James S. Geering, Interim Fire Chi~~ Via: From: RE: Regional Fire Protection Committee As requested by you after our meeting with the Regional Fire Protection Committee that took place last Friday July 11, 2008, I have identified the Fire Department priorities that can be funded with the new tax revenues from the proposed county ballot measure for the Fire Protection Parcel Tax (FPPT).. Under this proposal, the City's share of revenue enhancement would be approximately $1.5 million per year. This additional revenue stream would allow the City to provide increased resources and services to our own community and the region by expanding the following critical needs within the Fire Department: 1. Additional Fire Engines, Trucks and Other Equipment - The Fire Department's fleet frontline service fire engines, trucks and fleet reserve are showing signs of age. A steady stream of significant investment is needed in order to begin replacing this equipment on a timely basis. The timely replacement of this equipment will help avoid a potential large capital outlay that may be otherwise needed if larger quantities of such equipment require purchase at one time. The FPPT new revenue stream could be used as follows: . Purchase equipment for additional staff . Add an additional brush engine (brush rig) . Augment existing fleet replacement allocations in order to purchase new fire engines and trucks thereby maintaining the existing fleet . Augment existing equipment replacement allocations in order to purchase major equipment items such as defibrillators 2. Offer Community Education and Readiness Programs - Due to budget reductions, the Fire Department does not have the staffing resources to offer fire safety/prevention education opportunities to the community. These education opportunities are a necessary investment that pays dividends in the form of greater safety when the community is empowered with knowledge. I would recommend the hiring of additional fire prevention staff that would offer regular fire safety/prevention classes to our schools, civic organizations, mobile home residents, seniors, and the business community. 447 "F" Street Chula Vis/a, CA 91910 12-1 Administrative Services July 16, 2008 Page 2 3. Vegetation Management - The City has an increased level of high severity hazard zones that pose a hire fire danger risk to the community. These zones include the various open spaces and canyons that are interspersed within the populated areas of the city. These areas are in need of significant brush management in order to reduce the current fire risk. It is recommended that the City begin to address reducing the fire risks contained within these areas as soon as possible. 4. Restoration of Disaster Preparedness Capability - Due to budget reductions taken in the FY 2008-09 budget process, the City eliminated the Disaster Preparedness Manager position. The new FPPT revenue would possibly allow the restoration of this position and allow for the City to have a dedicated person to manage and coordinate the following vacant critical functions: . Emergency Operations Center . Citizens Emergency Response Team (CERT) . Citywide Emergency Preparedness Training . Coordination of Emergency Preparedness Communications . Maintenance of written plans and documents As your Interim Fire Chief, I am very pleased and hopeful that this proposal will be placed on the November 2008 ballot. If approved, this measure will provide a much needed revenue enhancement to the County and the City of Chula Vista that will serve all well. I am available to assist you in any way that I can to make sure that we are successful in getting this measure approved. Thank you for your leadership in this matter. 12-2 CITY COUNCIL AGENDA STATEMENT j~- ~(~ CIIT OF ~ --- (HULA VISTA ITEM TITLE: SUBMITTED BY: REVIEWED BY: JUL Y 22, 2008, Item I'::: RECONSIDERATION FOR CHARGING XR PROMOTIONS, LLC FOR CHAMPIONSHIP OFF-ROAD R.."'-CING FULL COST RECOVERY FOR THE CHAivjPIONSHIP OFF ROAD RACING (CORR) RACE EVENTS RESOLUTION OF THE CITY COlJNCIL OF THE CITY OF CHULA VISTA AUTHORIZING THE CITY MANAGER TO WAIVE THE FULL COST RECOVERY RATE FOR POLICE SERVICES FOR THE CHAivlPIONSHIP OFF ROAD RACING (CORR) RACE EVENTS, AUTHORIZING AN ALTERNATIVE R.."'-TE OF COST RECOVERY OF OVERTIME PLUS 20%, AJ'ID APPROPRIATING $27,859 TO THE POLICE DEPARTMENT FISCAL YEAR 2008/2009 PERSON'NEL SERVICES BUDGET FOR OVERTIME COSTS (4/5THS VOTE RE<flUIRED) RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA AUTHORIZING THE CITY MANAGER TO WAIVE THE FULL COST RECOVERY R..i\TE FOR FIRE AND EMERGENCY MEDICAL SERVICES FOR THE CHAJYIPIONSHIP OFF ROAD RACING (CORR) RACE EVENTS, AUTHORIZING AN ALTERNATIVE RATE OF COST RECOVERY OF OVERTIME PLUS 20%, AND APPROPRIATING $33,567 TO THE FIRE DEPARTi\tlENT FISCAL YEAR 2008/2009 PERSONNEL SERVICES BUDGET FOR OVERTIME COSTS (4/5THS VOTE REQUIRED) /l ~ INTERIM FIRE~~- POLICE CHIEF ~ CITY tvli\NAGE t 4/5THS VOTE: YES ~ NO D 13-1 it") July 22, 2008, ltem~ Page 2 of3 SUMMARY At the July 8, 2008 City Council meeting, XR Promotions, LLC for Championship Off- Road Racing (CORR) applied for and Council approved a two-year temporary Conditional Use Permit (CUP) for three off-road race events scheduled for 2008 and three similar race events in 2009. Council also approved a Mitigated Negative Declaration. Resolutions B and C proposed by the Police and Fire Departments, recommending approval of an "overtime plus 20-percent" charge for public safety services rather than Full Cost Recovery and appropriating $27,859 and $33,567 respectively, to offset the costs were not approved. Due to his absence from the July 8, 2008 Council meeting, Councilmember Castaneda has requested these resolutions be brought back for discussion. . ENVIRONMENTAL REVIEW The Environmental Review Coordinator has reviewed the proposed activIty for compliance with the California Environmental Quality Act (CEQA) and has determined that the activity is not a "Project" as defined under Section 15378 (b)(4) of the State CEQA Guidelines because it involves an intention to levy and collect assessments for existing activities in the Community Facilities Districts and does not involve any new activities, therefore, pursuant to Section 15060 (c)(3) of the State CEQA Guidelines the activity is not subject to CEQA. Thus, no environmental review is necessary. RECOMMENDATION That either Council confirm the decision made July 8, 2008 to charge full cost recovery, or consider adoption of the resolutions. BOARDS/COMMISSION RECOMMENDATION Not applicable. , , DISCUSSION Charges for Public Service: Current policy is to charge entitIes that wish to utilize non-City sponsored services, including Police and Fire services, the Full Cost Recovery (FCR) rate delineated in the FCR Schedule. Throughout the years, these fees were either reduced or waived for a variety of events. However, since the current fiscal crisis has put discretionary expenditures on hold, staff has been directed to charge FCR for all events, and to take any exceptions to Council for approval. Since the first CORR race was held in Chula Vista in 2005, the City has waived the FCR rate and agreed to charge the same rate for Police services that are currently contracted with Cricket Wireless Amphitheatre for the eight previous CORR events. This reduced rate is calculated at actual overtime costs plus an additional 20-percent to cover basic overhead costs such as vehicles, supervision, etc. The table below outlines the difference in revenues per day based upon the FCR rate and the reduced "overtime plus 20-percent rate. It Because of the significant exposure that the CORR events bring to Chula Vista (this year's race events will be broadcast live on NBC), and the desire to keep these races located in Chula Vista, staff recommended waiving the FCR rate for this event and authorizing the "overtime plus 20-percent" calculation for Police and Fire Prevention and Emergency Medical Services. Council, however. at the July 8. 2008 meetinQ. with Councilmember Castaneda absent, did not approve the requested waivers. -- 13-2 ../l July 22, 2008, Item~ Page 3 of 3 DECISION M.~R CO~'FLICT Staff has reviewed the property holdings of the City Council and has found no property holdings within 500 feet of the boundaries of the property that is subject to this action. FISCAL IMPACT Approval of resolutions will amend the General fund budget for fiscal year 2008/2009, appropriating an additional $61,426 in overtime expenditures to the Police and Fire Department budgets ($27,859 and $33,567 respectively). These additional appropriations would be offset by reimbursement from the Applicant, resulting in no net impact to the General fund. Approval of the resolutions will also waive the Council's full cost recovery policy for a total of SIX CORR events, occurring over a period of two fiscal years (three events per year). The Applicant would instead reimburse the City at "overtime plus 20-percent". Waiver of full cost recovery results in a net reduction in overhead reimbursement of $55,336 in the current fiscal year, for a total impact of approximately $110,672 over the two fiscal years. Calculation of the General fund impact of wai ving full cost recovery for the three events in fiscal year 2008/2009 is detailed below. Fiscal Year 2008/2009 Impact Calculatioll Police Department Fire Department TOTAL Full Cost Recovery $ 75,665 $ 53.382 $129,047 OT + 20% $33,43 i $40.280 $73,711 Waiver Impact ($42,234) ($13.102) ($55,336) The Applicant will also reimburse the City, via deposit account, for all costs incurred preparing the reports and resolutions for these discretionary applications. ATTACHMENTS None. 13-3 RESOLUTION NO. 2008- RESOLUTION OF THE CITY COu'NCIL OF THE CITY OF CHULA 'lIST A AUTHORIZING THE CHY J'vL'\NAGER TO WANE THE FULL COST RECOVERY ~A.. TE FOR POLICE SERVICES FOR THE CHA..MPIONSHIP OFF ROAD RA.CING (CORR) RACE EVENTS, AUTHORIZING Ac'l ALTERNATIVE RATE OF COST RECOVERY OF OVERTIlvrE PLUS 20%, AND APPROPRl.A. TING $27,859 TO THE POLICE DEPAR.Tj\;fENi FISCAL YEAR 2008/2009 PERSON'NEL SERVICES BUDGET FOR OVERTIME COSTS WHEREAS, the Police Department received a request from representatives of Championship Off Road Racing (CORR) to reduce the fee for fire and emergency medical services for the racing cup season that includes tbree racing \veekends per year from 2008 tbrough 2009; and \v1{EREAS, since 2005, the City has historically lowered the fees for public safety related services from the "Full Cost Recovery Rate" to "Overtime plus 20%"; and \v'HEREAS, police services are required for the purpose of ensuring the safety of participants and those in who will be attending these events; and , , WHEREAS, the CORR events bring signifIcant positive publicity to the City of Chula Vista; and WHEREAS, the "Overtime plus 20%" rate will completdy offset rhe direct costs to provide police services for the race event; and WHEREAS, an appropriation of $27,859 will need to be made to the fiscal year 2009 Police Department Personnel Services budget for overtime costs which will be completely offset by the event fees. NOW, THEREFORE, BE IT RESOL YED by the Cief Council of the City of Chub Vista as follows: 1. That it authorizes the City Manager to waive the full cost recovery rate for police services for the Championship Off Road Racing (CORR) season from 2008 through 2009 for three racing weekends per year. 2. That it authorizes an alternative rate of cost recovery of overtime plus 20%. 13-4 Page 2, Item: Meeting Date: 3. That it appropriates $27,859 to the Police Department Fiscal Year 2008/2009 Personnel Services budget for overtime costs. jjE: Rlchard P. Emerson Police Chief Approved as to form by: ~ , /] '--f! J ,L/'..'....!-" ~( / G'-'~~c~ ;f--r--' Bart Miesfeld t./ Interim City Attorney J:\Attomey\ELiSA\RESOS\CORR 2008 police cost reO:;Qvery.doc 13-5 RESOLUTION NO. 2008- RESOLUTION Of THE C1TY COuNCIL Of THE CITY OF CHULA VISTA AiJTHORIZING THE CITY M.A..1~AGER TO WAIVE THE FULL COST RECOVERY R.."'.. TE FOR FIRE MID ENlERGENCY MEDICAL SERVICES FOR THE CHA..:.v{P10NSh'IP OFF ROAD R.."'..CING (CORR) R..A.CE EVENTS, AUTHORIZING AN ALTEfu'\[ATIVE RATE OF COST RECOVERY OF OVERTIivlE PLUS 20%, A1'.m APPROPRIATING $33,567 TO THE FIRE DEPARTME~l FISCAL YEAR 2008/2009 PERSONNEL SERVICES BUDGET FOR OVERTINIE COSTS WHEREAS, the Fire Department received a request from representatives of Championship Off Road Racing (CORR) to reduce the fee for tire and emergency medical services for the racirig cup season that includes three racing weekends per year from 2008 through 2009; and WHEREAS, since 2005, the City has historically lowered the fees for public safety related services from the "full Cost Recovery Rate" to "Overtime pillS 20%"; and WHEREAS, fire and emergency medical services are required for the purpose of ensuring the safety of participants and those in who will be attending these events; and , , WHEREAS, the CORR events bring significant positive publicity to the City of Chula Vista; and WHEREAS, the "Overtime plus 20%" rate will completely offset the direct costs to provide tIre and emergency medical services for the race event; and WHEREAS, art appropriation of $33,567 will need to be made to the fiscal year 2008/2009 Fire Department Personnel Services bi.tdget for overtime costs which will be completely offset by the event fees. NOW, THEREFORE, BE IT RESOLVED by the City Council of the City ofChula Vista as follows: 1. That it authorizes the City Manager to waive the full cost recovery rate for fire and emergency medical services for the Championship Off Road Racing (CORR) season from 2008 through 2009 for three racing weekends per year. 2. That it authorizes an alternative rate of cost recovery of overtime plus 20?;~. 13-6 3. That it appropriates $33,567 to the Fire Department Fiscal Year 2008/2009 Personnel Services budget for overtime costs. Presented by: Approved as to form by: ~/~ rames S. Geerfng Interim Fire Chief \--(J~vl2 /f: ~ ~'-- Bart Miesfeld. rf . Interim City Attorney , , J:\Anomey\ELISA\RESOS\CORR 2008 tire cast recovery.doc 13-7 ~!~ ~ ;....,..:;~'""'"-- "'=:.- -- - - - - - Mayor and City Council City Of Chula Vista 276 Fourth Avenue Chula Vista, Ca 91910 619.691.5044 - 619.476.5379 Fax MEMO CllY OF (HULA VISTA .)~;ltill~~;~l!llli{!t~i1i!lliifolf>!:f.\lIlia~'~!}ii\_!!l!li\r&\1lI_'IlIiii!!l!~~lrill*fllf;m!tll\'ffi!~liw'~lX~~~~~i!lY. July 16, 2008 RE: Office of the Mayor & City Council Lori Peoples, Senior Deputy City Clerk Lorraine Bennett, Deputy City Clerk Mayor Cheryl co~ Jennifer Quijano, Constituent Services Manag@ Housing Advisory Commission and Human Relations Commission appointments TO: VIA: FROM: H:11, ;.;,:~. ,jf".e,,:(-; !;?~..,:o'l'c.:_ 'f,: "'~' , .' ."'~, t'. f \~ gr -:!,fi'!.~_ ;, -t-,,"oo'~~t:~ _ /, '_'11,,-, ,..:",; lj~ 1#,. The following candidates have been recommended for appointment to the Housing Advisory Commission and the Human Relations Commission. The ratification of these candidates has been placed on the July 22, 2008 Council agenda. Housinq Advisory Commission: Mauricio Torre has been a resident of Chula Vista for the past 8 years. Mauricio has worked for South Bay Community Services for the past 11 years and is the Director of Youth Support Services. Mauricio has experience working with low income families. Mauricio resides in western Chula Vista with his wife. Human Relations Commission: Ed Herrera has been a resident of Chula Vista for the past 20 years and graduated from Chula Vista High School. Ed will be working for Teri Training and Educational Research Institute as a childcare specialist. Ed is a recent graduate of the City's Citizen's Leadership Academy, is the V.P. of Southwest Chula Vista Civic Association, a member of Northwest Civic Association, a member of Crossroads II and a member of the Filipino American Community Empowerment. /G-/