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HomeMy WebLinkAbout2009/04/21 Item 5 ITEM TITLE: SUBMITTED BY: REVIEWED BY: CITY COUNCIL AGENDA STATEMENT ~!'f:.. CITY OF ,~- (HULA VISTA April 21, 2009. Item No.: S RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA WAIVING THE FORi\1AL CONSULTA1'IT SELECTION PROCESS, APPROVING THE SECOND AMENDMENT TO A1"l" AGREEMENT BETWEEN THE CITY OF CHULA VISTA, MARION B. BORG ENVIRONMENTAL CONSULTING AND MCMILLIN OTAY RANCH, LLC, FOR MANAGING M,ID PROCESSING OF THE ENVIRONMENTAL IMP ACT REPORT (EIR) FOR THE EASTERN URBAN CENTER (EUC) SECTIONAL PLANNING AREA (SPA) PLAN DEPUTY CITY MAt"l"AGER / DEVELOPMENT SERVICES DIRECTOR ~ CITY MANAGER 4/5THS VOTE: YES D NO 0 BACKGROUND The Eastern Urban Center (EDC) is a large and complex project in the Otay Ranch requiring the attention of senior-level staff and uniquely qualified consultants. Marion B. Borg Environmental Consulting has been working on the EUC since 2007, and the project is nearing completion. The proposed contract amendment will extend the contract period and add sufficient funds to take the project through completion of the Environmental Impact Report (EIR), Sectional Planning Area (SP A) Plan, and related public hearings. Although staff anticipates completion of the proj ect in Fall 2009, the Amendment extends the contract for a 12-month period through July 2010. The Second Amendment is for an additional amount not to exceed $78,000, bringing the total contract amount to $232,000. 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 because it involves only approval of a contract amendment for professional services; 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 City Council approve the resolution. I 5-1 APRIL 21, 2009, Item~ Page 2 of3 BOARDS/COMlVlISSION RECOMMENDATION: None. DISCUSSION Background The EVC project is intended to provide a unique functional and symbolic center for Otay Ranch. The complexity of this important urban project necessitates assigning the EVC EIR project to a uniquely qualified, very experienced, project manager. McMillin Otay Ranch, LLC, (Applicant) and primary developer of the EVC, agreed to fund a dedicated position to process the EIR for this proj ect. Marion B. Borg has served as the Environmental Project Manager for the Eastern Vrban Center (EVC) project under an existing 3-party agreement since March 2007. The First Amendment and Original Contract Agreement were for $ 78,000 and $ 76,000 respectively. The total contract amount will be for $ 232,000. The duration of that 3-party agreement was expected to be an adequate timeframe to track along with the processing of the development application for the EVC. The complex nature of the EVC project has necessitated an extension to the project's overall processing schedule. In order to provide continuing environmental project management for the EVC, it has become necessary to amend the duration of that contract. The amendment represents an additional $78,000 of services to accommodate approximately 450 hours of work effort, and an additional 15 months (April 1, 2009 through June 30, 2010). Waiver of the Formal Consultant Selection Process Staff recommends Council waive the formal bid process and amend the existing contract for the services of Marion B. Borg. The complex nature of this signature project in Chula Vista requires a senior-level environmental planner with applicable experience. For the past nine years, Marion B. Borg has provided professional services to the Planning and Building Department as an Environmental Project Manager through both two-party and three-party contracts as an extension of staff. She also has the proven skills for managing the preparation of complex multi- discipline environmental reports. In the recent past, she has managed the preparation ofEIRs for both the Village Two and Village Seven SPA Plans in Otay Ranch. Ms. Borg has managed this project for the past three years and is best suited to continue in that capacity without delay due to an understanding 0 f the project and the process. Consequently, the competitive bidding process requirements would be impractical in this case and waiving these requirements and amending Marion B. Borg's contract would best serve the City's interests. DECISION-MAKER CONFLICTS: A map has been prepared verifying the property holdings of the City Council in relation to the property boundaries of this project. Staff has reviewed the property holdings of the City Council and has found no property holdings within 5(10 feet of the boundaries of the property that is subj ect to this actio 11. 5-2 APRIL 21, 2009, Item~ Page3of3 FISCAL IMPACT " There is no impact to the General Fund. The original contract was for up to $76,000, the fIrst amendment was for up to $78,000, and the second amendment is for up to $78,000. All funding comes from developer deposits. A TT ACHlVIENTS 1) 2) 3) 4) Property Holdings Map Second Amendment First Amendment Original Agreement Prepared by: Harold Phelps, Alep Associate Planner, Planning & Building Department J-IPlanninglOtayranchlEastem Urban Center SPA 13 Party AgreementslCOUNCIL AGENDA STATEMENT Borg. doc 5-3 U1 I .J:>. / / I I I ------/~ 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. ~\\f?- ~ ....yo.: CtIUlA VlsrA 2ND Anlendment to EVC EIR Contract (3 Party Agreement) A NORTH RESOLUTION NO.. 2009- RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VIST A WAIVING THE FOR1Y1AL CONSULT Ai"fT SELECTION PROCESS, APPROVING THE SECOND AMENDMENT TO AN AGREEMENT BETWEEN THE CITY OF CHULA VISTA, MARION B. BORG ENVIRONMENTAL CONSUL TING AND MCMILLIN OTA Y RAi"fCH, LLC, FOR MAi"fAGING AND PROCESSING OF THE ENVIRONMENTAL IMPACT REPORT (EIR) FOR THE EASTERN URBAN CENTER (EUC) SECTIONAL PLAi~""NING AREA (SPA) PLAN WHEREAS, in March 2001, the City entered into a two-party agreement with Marion B. Borg Environmental Consulting to work as an extension of staff; and WHEREAS, on March 13, 2007 the City Council approved a 3-party agreement between the City of Chula Vista, Marion B. Borg Environmental Consulting, and McMillin Otay Ranch LLC, for managing and processing of the Environmental Impact Report for the Eastern Urban Center Sectional Planning Area (SPA) Plan; and WHEREAS, on August 5, 2008 the City Council approved a fIrst amendment to this agreement; and WHEREAS, unforeseen issues and a redesign of the project have delayed the completion of entitlements; and WHEREAS, the three-party agreement, as amended, does not have suffIcient remaining funding or timeframe to complete said tasks; and WHEREAS, the Consultant's services are still required for continued processing of entitlement agreements for the McMillin Otay Ranch, LLC's EUC SPA Plan project; and WHEREAS, the Consultant's prior work experience with the City, intimate knowledge of the EUC SPA Plan, and extensive work performed on the project make her uniquely qualifIed to continue as the Environmental Project Manager for the EUC EIR; and WHEREAS, staff recommends waiving the formal bid process as impractical due to the complex nature of the project, and the Consultant's familiarity with the entitlement process as it applies to this proj ect. 5-5 NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Chula Vista does hereby waive the formal consultant process. BE IT FURTHER RESOLVED that the City Council does hereby approve the second amendment to the three-party agreement with Marion B. Borg and McMillin Otay Ranch, LLC for consulting services on the Eastern Urban Center Project. Presented by Approved as to form by ()(: /.-..\ r Ck' / i 17J? ) . ){~V i (' _Bart/t: Mil ld ~ 1Jf\ City Attorney Gary Halbert, P.E., AICP Deputy City Manager IDevelopment Services Director 5-6 THE ATTACHED AGREEMENT HAS BEEN REVIEWED AND APPROVED AS TO FORM BY THE CITY ATTORNEY'S OFFICE AND WILL BE FORMALLY SIGNED UPON APPROVAL BY THE CITY COUNCIL --~. '.:: [\. ' . / \""'\\ : ' Jt;~ /\\1. )~ "-----~~ C: ~sfcld {0 rtity Attorney Dated: Y \ i ~! rl1 SECOND AMENDNfENT TO THE THREE PARTY' AGREENfENT BETWEEN THE CITY OF CHULA VISTA, MARION B. BORG, ENVIRONNfENTAL CONSULTING, AND MCMILLIN OTA Y RANCH, LLC, APPLICANT FOR CONSULTING WORK TO BE RENDERED vVITH REGARD TO THE APPLICANT'S EASTERN URBAN CENTER PROJECT 5-7 SECOND Al\l.ENDMENT To the Three Party Agreement Between the City of Chula Vista, Marion B. Borg, Environmental Consulting, and McMillin Otay Ranch, LLC, Applicant For Consulting Work to be Rendered With Regard to the Applicant's Eastern Urban Center Project Recitals This Second Amendment is effective as of April 1, 2009 by and between the City of Chula Vista ("City"), Marion B. Borg Environmental Consulting ("Consultant") and . McMillin Otay Ranch, LLC ("Applicant"), with reference to the following facts: WHEREAS, City, Consultant and Applicant previously entered into an agreement effective January 1, 2007 whereby Consultant was to manage the preparation and processing of the Environmental Impact Report (EIR.) for the Eastern Urban Center ("Original Agreement"); and WHEREAS, City, Consultant and Applicant subsequently entered into a First Amendment on June 30, 2008, whereby Consultant was to continue to manage the preparation and processing of the Environmental Impact Report (EIR.) for the Eastern Urban Center ("First Amendment"); and WHEREAS, Consultant estimates an effort of approximately 20 hours a week dedicated on this flroject for the next twelve months to complete the entitlement process; and WHEREAS, Consultant is uniquely qualified due to work experience in the City of Chula Vista and experience acting as an extension of the Community Planning Section staff on this project over the last three years and working on this project while in the employ of the City; and WnEREAS, all work performed by the consultant has been performed to the satisfaction of the City's Development Services Director. NOW, THEREFORE, in consideration of the recitals and the mutual obligation of the parties set forth herein, City and Consultant agree to amend the Original Agreement as follows: 1. Exhibit A, Section 6, entitled Schedule, Milestone, Time-Limitations within which to Perform Services ("Schedule"), is hereby amended to read as follows: Dates or Time Limits for Delivery of Deliverables: 5-8 Under direction of the Principal Planner, and will function as an extension of City Staff. Dates for completion of all Consultant services: June 30, 2010, or adoption of the EUC SPA Plan by City Council, whichever is earlier. 2. Exhibit A, Section 8, entitled Contract Administrators, is hereby amended to read as follows: City: Scott Donaghe, Princi1;Jal Planner, City of. Chula Vista, Planning and Building Department, 276 Fourth Avenue, Chula Vista, CA 91910, ph: (619) 409- 5806, F},X: (619) 409-5859, emai1: sdonaghe@ci.chula-vista.ca.us. 3. Exhibit C, entitled Compensation Schedule and Deposit, Not-to-Exceed Limitation on Time and Materials Arrangement, is hereby amended to add the following paragraph: Notwithstanding the expenditure by Consultant of time and materials in excess of said Maximum Compensation amount, Consultant agrees that Consultant will perform the entire General and Detailed Services herein required of Consultant for $78,000 including all Materials, and other "reimburseables" ("Maximum Compensation"). 4. All other terms and conditions of the Original Agreement, as amended by the First Amendment, not specifically modified by this Second Amendment shall remain in full force and effect. 5-9 Signature Page To the Second Amendment to the Three Party Agreement Between the City of Chula Vista, Marion B. Borg, Environmental Consulting, and McMillin Otay Ranch, LLC, Applicant For <=;onsulting Work to be Rendered With Regard to Applicant's Eastern Urban Center IN WITNESS THERE8F, City and Consultant have executed this Third Amendment to the Agreement thereby indicating that they have read and understood same, and indicate their full and complete consent to its terms: City of Chula Vista Consultant: Marion B. Borg By: By: l . /Ilb~m I!J~ Cheryl Cox, Mayor Dated: Dated: .If /151 ()-j , , Attest: Approval as to Form: By: Donna Norris, City Clerk Bart C. Miesfield, City Attorney Applicant: McMillin Gtay Ranch, LLC a Delaware limited liability company By: McMillin Companies, LLC a Delaware limited liability company Itrirger By: ~ /" /.' "_;;:;~/C-A---/ ..J. ~//...~ By:./4t'?/J/ . Its:VP Its: ~/,. Printed Name: I//IW (Ti&7j//t"'/Zi! , '"-' Printed Name:A/'C40LA':, ;; [tt Date: L//;5/IJCj ( Date: L//;5Io~ ( 5-10 FIRST AMENDMEr-.'T To the Three Party Agreement Between City of Chula Vista, Marion B. Borg Environmental Consulting, Consultant, and MclVlillin Otay Ranch, LLC, Applicant For Consulting Work to be Rendered with regard to Applicant's Eastern Urban Center Project Recitals WHEREAS, all work performed by Consultant has been performed co the satisfaction ar.d Under the direction ofthe City's Acting Director ofPlal1.l1.i:ng. This First Amendment is effective as of July I, 2008 by and between the City of Chula Vista ("City"), Marion B. Borg Environmental ConsultLllg ("Conmltant") and McIv1illin Otay Ranch, LLC ("Applicant"), with reference to the following. facts: WHEREAS, City, Consultant and Applicant previously entered into an agreement effective January 1, 2007 whereby Consultant was to manage the preparation and processing of the Environmental Impact Report (EIR) for the Eastern Urban' Center ("Original Agreement"); and \VHEREAS, City, Consultant and Applicant agree that the schedule for certification of the EIR has exceeded the time frame of the original agreement; and WHEREAS, Consultant estimates an effort of 20 hours per week dedicated on tb.is project for the next twelve months to complete the entitlement process; and WHEREAS, Consultant is uniquely qualiiied due to work experience in the City of Chula Vista and experience acting as an extension of the Community Planning Section staff on this project over the last year and working on this project while in the employ of the City; and NOW, THEREFORE, in consideration of the recitals and the mutual obligation of the parties set forth herein, City, Aflplicaot and Consultant agree to amend the Original AgreemerJ as follows: l. Exhibit A, Section 6 entitled Schedule, Milestone, Time-Limitations within which to Perform Services ("Schedule"), is hereby amended (0 read as follows: Dates or Ti:rr.e Limits for Delivery of Deliverables: Under direction ofw.l.e Senior Planner, and will fullction as an extension of City staff. Dates for completion of all Consultant services: June 30, 2009, or adoption orthe EUC SPA Plan by City Council. 4-38 5-11 2. Exhibit A, Section 8, entitled Contract Administrators, is hereby amended to read as follows: City: Scott Donaghe, Senior Planner, City of Chula Vista Planning and Building Department, 276 Fourth Av, Chula Vlsta, CA 91910, ph: (619) 409-5806, F A..X: (619) 409-5859, email: sdoname(@.ci.chula-vista.ca.us. 3. Exhibit A, Section 9, entitled Statement of Economic Interests, Consultant Reporting Categories, per Conflict of Interest Code, is hereby amended to read as follows: ( ) Not Applicable. Not an FPPC Filer. ( X ) Category No. I. Investments and sources of income. (X) Category No. 2. Interests in real property. (X) Category No.3. Investments, interest in real property and sources of income subject to the regulatory, permit or licensing authority of the department. (X) Category No.4. Investments in business entities and sources of income which engage in land development, construction or the acquisition or sale of real property. (X) Category No.5. Investments in business entities and sources of income of the type which, within the past two years, have contracted with the City ofChula Vista (Redevelopment Agency) to provide services, supplies, materials, machinery or equipment. ( X ) Category No.6. Investments in business entities and sources of income oft."!e type which, within the past two years, have contracted with the designated ernplo yee's department to provide services, supplies, materials, machinery or equipment. (X) Category No.7. Business positions. 4. Exhibit C, entitled Compensation Schedule and Deposit, Not-ta-Exceed Limitation on Time and Materials Arrangement, is hereby amended to read lIS follows: Notwithstanding the expenditure by Consultant of time and materials in excess of said Maximum Compensation &:nount, Consultant agrees that COGSultaJlt will perform ali of the General and Detaiied Services herein required of Consultant for $ 78.000 including all Materials, and other "reimburseables" ("Maximum Compensation"). 4-39 5-12 5. Exhibit C, entitled COl!)pensation Schedule and Deposit, Rate Schedule, is hereby amended to read as follows: Rate Schedule Category of Employee of Consultant Consultant Name Marion B. Borg Hourly Rate S100.00 Materials Separately Paid For by Applicant Cost or Rate ex ) Materials Reports Copies Actual P Jus 10% ( X ) Travel ( X ) Printing ( X ) Postage (X) Deliver; ( X) Long Distance Telephone Charges ( X) Other Actual Identifiable Direct Costs Mileage charged at $ 0.49. Actual Actual plus 10% Actual Actual Actual Actual 6. All other terms and conditions of the Original Agreement not specifically modified by this First Amendment shall remain in full force and effect. 4-40 5-13 Signature Page To the First Amendment to the Three Party Agreement Between City of Chula Vista, Marion B. Borg Environmenta! Consulting, Consultant, and McMilliD Otay Rancb, LLC, Applicant For Consulting Work to be Rendered with regard to Applkant's Eastern Urban Center Project IN WITNESS THEREOF, City, Applicant and Consultant have ex;ecuted this Second . Amendment to the Agreement thereby indicating that they have read and understood same, and indicate their full and complete consent to its t~n'.S: CityofChula Vista Consultant: Marion B. Borg Enviromnental C011Sulting Cheryl Cox;, Mayor By. ~~ Marion B. Borg, Consulta By: Dated: Dated: ~~1/t;y Attest: Donna Norris, Interim City Clerk Approved as to form: Applicant: McMillin Otay Ranch., LLC a Delaware limited liability company By: McMillin Companies, LLC, a Delaware limited liability p y Its: Manager D1P Interim City Attorney By: Its: 4-41 5-14 I ),...TTt><C l-tME::NT 1 THE A TT ACHED AGREEMENT RA..S BEEN REVIEVfED AL'ID APPROVED AS TO FORJ.\1 BY THE CITY A TTORt'ffiY' S OFFICE At'ill WllL BE FORJ.vi.ALL Y SIGNED UPON APPROV A..L BY THE CITY COUNCIL ',~L~~ O~ Ann Moore City Attorney Dated: ~ / ~! /') 7 I Three Party Agreement Between City ofChula Vista, Marion B. Borg Environmental Consulting, Consultant, and I McMillin Otay Ranch, LLC, Applicant For Consulting Work to be Rendered With regard to Applicant's Eastern Urban Center Project 4-4 5-15 'Three Party .r;.greement Between City of Chula Vista, Marion B. Borg Environmental Consulting, Consultant, and McMillin Otay Ranch, LLC, Applicant For Consulting Work to be Rendered with regard to Applicant's Eastern Urban Center Project 1. Parties This Agreement is made as of che reference date set forth in ~xhibit A, for the purposes of reference only, and effective as of the date last executed by the ~arties hereto, between the City of Chula Vista ("City") herein, a municipal corporation of the State of California, the person designated on th~ attached Ex.'1ibit A as "Consultant" Marion B. Borg Environmental Consulting whose business form and address is indicated on the attached Exhibit A, and the person designated on the attached' Exhibit A as "Applicant" McMillin Otay Rar_ch, LLC whose business fOJ:1!\ and address is indicated on the attached Exhibit A, and is made with reference to the following facts: 2. Recitals, Warranties and Representations. 2.1. Warranty of Ownership. Applicant warrants that Applicant is the owner of land ( "Property") cormnonly known as, or generally located as, described on Exhibit A, Paragraph 1, or has an option or other entitlement to develop said Property_ 2.2. Ap~licant desi~es co develop the Property with the Project described on Exhibit A, Paragraph 2, and in that regard, h=.s made application ("Applicacion") with the City for approval' of the plan, map, zone, or other permits ("Entitle:nents") described on E~~ibit A, Paragraph 3. It is also anticipated Applicant will make application with the City for approval of the plan, ",ap, zone, or other permits ("~TJ.titlements") described on E-u~ibit At Paragraph 4. 3?tyBorg-SUC 03-06-Q7.doc Page 1 4-5 ;;-16 2.3. Applicant, Exhibit A, In order for the City to process the Application of Work of ~he general nature and type desc~ibed in Paragraph '5, ("Work") '....ill need-to be completed. 2.4. City does not presently have che to process the application within for review by the Applicant. " in-house II staff the time frame or resources requested 2.5. This agreement prcposes an arrangement by which Applicant shall retain, and be liable for the costs of retaining, Consultant, who shall perform the services required of Consultant by this Agreement solely to, and under the direction of, the City. 2.0. Additional facts ~"d circumstances regarding the background for this agreement are set forth on E~~ibit 3; 3. Agreement. NOW, TE3REFORS, IT IS MUTUALLY AGP3ED TO ;'-,'ill BET'.fEEN THE CITY, CONSULTAl~T, AND APPLI~~ AS FOLLOWS, I 3.1. Employment or Consultant by Applicant. Consultant is hereby engaged by the Applicant, not the City, and at Applicant's sole cost and expense, to perform to, and for the prima~/ benefit of, City, and solely at City's direction, all of the services described on the attached E~,ibit A, Paragraph 4, entitled "General Nature of Consulting Se.. 'rices", (" General Services"), and in the process of performing and delivering said General Services, Consultant shall also perform to and Ear the benefic of City all of the services described in Exr4ibit A, Paragraph 5, entitled "Detailed Scope of Work", ("Detailed Services"), and all services reasonable necessary to accomplish said General Services and Detailed Scope or Work, and shall deliver suc~ documents required ("Deliverablesl'l) herein! all within the time f=arnes herein set forth! and i~ particular as set forth in Exh~bit A, Paragra~h 6, and if none a~e set forth, within a reasonable period of time fo~ the diligenc execution of 3PtyBorg-EUC 03-06-07.doc Page 2 - 4-6 5-17 Consultant's duties hereunder. Time is of the essence of this covenan t . The Consultant does hereby agree to perform said General and Detailed Services to and for the primary benefit of the City for the compensation herein fi.xed to be paid by Applicant. ' In'delivering the General and Detailed Services hereunder, the Consultant shall do so in a good, professional manner consistent with that level of care and skill ordinarily exercised by members of the profession currently practicing under similar conditions and in similar locations, at its own cost and expense except for the compensation and/or reimbursement, if any, herein promised, and shall furnish all of the labor, technical, administrative, professional and other personnel, all supplies and materials, machinery, equipment, ,printing, vehicles, transportation, office space and facilities, calculations, and all other means whatsoever; except as herein otherwise expressly specified to be furnished by the City or Applicant, necessary or proper to perform and complete the work and provide the Services required of the Consultant. 3.2. Compensation of Consultant. Applicant shall compensate Consultant for all services rendered by Consultan~ without regard to the conclusions reached by the Consultant, and according to the terms and conditions set forth in R~,ibit C adjacent to the governing compensation relationship indicated by a "checkmark" next to the appropriate arrangement, by paying said amount to the City, within 15 days of Consultant's billing, or in accordance with the security deposit provisions of paragraph 3.3 and Exhibit C, if checked, and upon receipt of such payment by the City, City shall promptly, not later than 15 days, or in accordance with the Bill Processing procedure in ~~ibit C, if checked, pay said amount to the Consultant. City is merely acting in the capacity as a conduit for payment, ~~d shall not be liable for the cOffigensation lli~less it receives same frem Applicant. Applicant shall not make any payrrLents ot compensacion 0= otherwise directly co the Consultant. 3ptyBorg-EUC 03-06-07.doc Pa':;e 3 4-7 5-18 3.2.1. Additional Work. If the Applicant, with the concurrence of C{ty, determines that additional services ("Additional Services") are needed from Consultant of the type Consultant is qualified to render or reasonably relaced to the Ser/ices Consultant is otherwise required to provide by this Agreement, the Consultant agrees to provide such additional services on a cime and materials basis 9aid for by Ap91icant at the races set forth in Exhibit C, unless a separate fixed fee is otherwise agreed u90n in writing for said Additional Work between the parties. 3.2.1.1. In the event that the City shall determine that additional work is required to be performed above and beyond the scope of work herein 9rovided, City will consult with Applicant regarding the additional work, and if thereupon the Applicant fails or refuses to arrange and pay for said Addicional Services, the City may, at its option, suspend any further processing of Applicant'S Application until the Applicant shall deposit the City's estimate of the casts of the additional work which the City determines is or may be required. Applicant shall pay any and all additional costs for the additional work. 3.2.2. Reductions in Scope of Work. City may independently. or upon.request from Consultant, from time to time reduce the Services to be performed by the Consuleant lli,der this Agreement. Upon doing so, City and consultant agree to meet in good faieh and confer for the purpose of negotiating a corresponding reduction in the compensation associated with said reduction. Upon failure to agree, the Fixed Fee may be unilaterally reduced by the City by the amo~,t or time and materials budgeted by Consultant for the Ser/ices deleted. 3.3. Security for PaYment of ComDensation by Aoolic~~t. 3.3.1. Deposit. As security for the paymenc of Consultant by Applicant, Applicant shall, upon execution or cn~s Agreement I d~9osit the amount indicaced on EXi~ibit C ~s nDeposit Amou~t" with the City, as trustee for Consultanc, the conditions 3ptyBorg-EUC 03-06-07.doc Page 4 4-8 5-19 or such t~ust being as indicated on &xhibit C and as hereinbelow set forth: 3.3.1.1 Other Terms of Deposit Trust. 3.3.1.1.1. City shall also be entitled to retain from said Deposit all costs incurred by City for which it is entitled to compensation by law or under the terms of this agreement:. J .3.1.1.2. All interes t earned on the. Deposit Amount, if any, shall accrue to the benefit of, and be used for, Trust purposes. City may, in lieu of deposit into a separate bank account, separately account for said deposit in one or more of its various bank accounts, and upon doing so, shall proportionately distribute to the Deposit Trust, the average interest earned during the period on its general fund. 3.3.1.1.3. Any w,used balance of Deposit Amount, including any w,used interest earned, shall be returned to Applicant not later than 30 days after the terroination of this Agreement and any clai~~ resulting ther~from. 3.3.1.1.4. within 30 days after of the use Ncthing herein shall invalidate herein authorized. Applicant shall be notified of the Deposit in any manner. use of the Deposit in the mariller 3.3.1.1.5. At such time as City shall reasonably determine that inadeT~ate funds remain on Deposit to secure 'future compensation likely due CO:;J.sultant or City, City may make de~,d of Applicant to supplement said Deposit Amo~~t i~ such amo~~t as City shall reasonably specify, and upon doing so, Applicant sr.all, within 30 days pays said amount (I1Supplemer'.tal Deposit ll.mount") to City. Said Supplement De;:>osit Amount or .~,ounts shall be governed by the same terms of truse governing the original Deposit. 3.3.2. Witr~~olding of Processing. 3Dtv3ora-SUC 03,06-07.doc -. ~ ?age 5 4-9 5-20 In addi~ion to use of the Deposit as security, in order to secure the duty of A~plicant to pay Consultant for Services rendered under this agreement, City shall be entitled to witlli~old processing of Applicant's ~pplication ~pon a breach of Applicant'S duty to compensate Consultant. 4. Non-Service Related Duties of Consultant~ 4.1. Insurance. Consultant represents that it and its agents, sta~~ and subcousultants employed by it in connection with the Services required to be rendered, are protected against the risk of loss by the following insurance coverages, in the following categories, and to the limits specified, policies of which are issued by Insurance Companies that have a Best's Rating of "A, Class V" or better, or shall meet with the approval of the City: 4.1.1. Statutorj Worker's Compensation Insurance and Employer'S Liability Insurance coverage in the amo~,t sat forth in the attached 8u~ibit A, Paragraph 10. 4.1.2. Commercial General Liability Insurance including Susiness ~ucornQbile Insurance coverage in the amount set forth in Exhibit A, Paragra?h 10, combined single limit a?9lied separately to each project away from premises owned or rented by Consultant, which names City and Applicant as an Additional Insured, and which is primarf to any policy which the City may ocher,.;ise carry (nprimary Cove.rage") ~ and which treats the employees of the City and Applican~ in the same ma~~er as me,,".bers of the general public ("Cross-liability Coverage") . 4.1.3. Errors and Omissions insur~~cef in the amo~!t set forth in Exhibit A, Paragraph 10, unless Errors and Omissions coverage is included in the General Liability policy. 4: .2. Proof of Insur~nce Cov~rage. 4.2.1. Certificates of Insurance. Consultazl.t shall demonstrate proof of coverage herein re~~ired, prior ~o the 3ptyBorg-EUC 03-06-07.doc ?age 6 4-10 5-21 commencement of services required under this Agreement, by delivery of Certificates of Insurance demonstrating same, and further indicating that the pclicies may not .be canceled without at least thirty (30) days written notice to the Additional Insured. 4.2.2. Policy Endorsements Required. In order to demonstrate the Additional Insured Coverage, Primary Coverage and Cross-liability Coverage required under Consultant's Commercial General Liability Insurance Policy, Consultant shall deliver a policy endorsement to the City and Applicant demonstrating. same. 4.2.3 Security for Performance - Performance Bond. In the event that the need for a Consultant to provide a Performance Bond arises, then Consultant shall provide to the City a performance bond in the fo~ 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 Treasllrf Circular 570, http://www.fms.ereas.qov/cS70, and whose underwriting limitation is sufficient to issue bonds in the amount required by the agreement, and which also satisfy the requirements seated in Section 995.660 of the Code of Civil Procedure, except as provided otherdise by laws or regulations. All bonds signed by an agent must be accompanied by a certified copy of such agent's .authority to act. Su:::ety companies must_be duly licensed or authorized in the jurisdiction in which ehe-project is located to issue bonds for the limits so required. Form must be satisfacto~f to the Risk Manager or City Attorney which amount shall be indicated in an attachment as "?erformance Sand" EXhibit. 4 . 3 . Public Statements. All public statements and releases to the news media shall be the responsibility of the City and the Applicant. The consultant shall no~ publish or release news itemsl articles or present lectures O~ the project, either during the course of the study or after its completionr except on w=itten concur=ence of the City and Applicant. 3ptyBorg-EUC 03-06-07.doc Page 7 4-11 5-22 4.4. Cammur.ication to Apolicant. Consultant shall not comm~,icate directly to the Applicant except in the presence of the City, or by writing cu. exact co~y of which is simultaneously provided to City, except with the express consent of City. The Consultant may req~est such meetings with the Applicanc to ensure the ade~~acy of services performed by Consult~,t. 5. Non-Comoensation Duties of the Applicant. 5.1. Documents Access. The Applicant shall provide to the Consultant, through the City, for the use by the CO~$ultant and City, such documents, or copies of such documents requested by Consultant, within the possession of Applicant reasonably useful to the Consultant in performing the services herein required of Ccnsultanc, including but not limited to those described in E~~ibit A, ?aragraph 7. 5.2. Prooerty Access. The Applicant hereby grants permission to the City and Consultant to eneer and access the Property, to take any borings, make any tests, conduct any surveys or reconnaissance necessary to deliver the Ser,ices oE Consultant, subject to the approval of the Applicant. Consultant shall promptly repair any darrage to ~he subjecc property occasioned by such entry and shall indemnify) defend, and hold Applic~~t harmless from all loss, COS~I damage, expenses, claims, and liabilities i~ connection with or arising from any such entrf and access. O. Adminiscrative Re~resentatives. Each party desisnates the individuals (IlAd~inistrators~) indicated in Ex-hibic AI ?aragraph Sf as said party's concracc JptyBorg-EUC OJ-06-07.doc Page 8 4-12 5-23 administrator who is authorized by said party to represent tnem in the routine administration of this agreement. 7. Conflicts of Interest 7.1. Consultant is Designated as an FPPC Filer. If Consultant is designated on Exhibit A, paragraph 9, as an "FPPC filer", Consul::ant is deemed to be a "Consultant" fer the purposes of the Political Rerorm Act conflict of interest and disclosure provisions, and shall report his economic interests to the City Clerk on the required Statement or Economic' Interests in such reporting categories as are specified in Paragraph 9 of Exhibit A, or if none are specified, then as determined by the City Attorney. 7.2. 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 ~lOW Consultant has a financial interest other than the compensation promised by this Agreement. 7.3. Search to Determine Economic Interests. Regardless of whether Consultant is designated as an F?PC Filer, Consultfu"1.t '<'iarrants and represents that Consultant has diligently conducted a search and inventory of Consultant's economic interests, as the r.erm is used in the reg'.llations promulgated by the Fair Political Practices Co~mission, 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. 7.4. ?romise Not to Acquire Confliccinq InteresCS. Regardless of whether Consultant is designated as an F??C File~r Consultant further warrants and represents that Consulcarrt 3ptySorg-EUC 03-06-07.doc Page 9 4-13 5-24 will not acquire, obtain, or assume an economic interest during the tern of this Agreement which would consticute a conflict of interest as prohibited by the Fair Political Practices Act. 7.5. Dutv to Advise of Conflictinq 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 Consultan.t learns of an economic interest of Consultant's which may result in a conflict of interest for the pu=pose of the Fair political Practices Act, and regulations promulgated thereunder. 7.5. Specific Warranties Against 2conomic Interests. Consultant warrants and represents that neither Consultant, nor Consul~ant's immediate family merrbers, nor Consultant's employee.s or agents ("Consultant 1'-.ssociates ") presently have any intere.st, directly or indirectly, whatsoever in the property which is the subject matter of the Project, or in any propercy within 10 radial miles from the exterior bou.,daries of the property which is the subject matter of the Project, or ("Prohibited Incerest"). Consul~ant further warrants and r~9resents thac no promise of future ~mployment, remuneration, consid;ratiouJ gratuity or other reward or gain has been made to Consultant or Consultant Associates by Ap~licant or by any other party as a result of Consultant's performance af this Agreement. Consultant promises to advise City of any such promise that may be made during the Term of this Agreement, or for 12 months thereafter. Consultant agrees that Consultant Associates shall not aCq".lire any such Prohibited Interes.t 1,.yithin the Term or this Agreement, or for 12 months after the expiration of this Agreement. Consul cant may not conduct or solicit any business for any party to this Agreement, or for any third party which may be in 3ptyBorg-EUC 03-06-07.doc Page 10 4-14 5-25 conflict with Consultant's ~esponsibilities under this Agreement. 8. Default of the Consult~nt for Breach. This agreement may be terminated by the err{ for default if the Consultant breaches this agreement or if the Consultant refuses or fails to pursue the work under this agreement or any phase of the work with such diligence which would assure its completion within a reasonable period of time. . Termination of this agreement because of a default of the Consultant shall not relieve the Consultant from liability of such default. 9. City's RiGht to Terminate Aqreement for Convenience, Documents. 9.1. Notwithstanding any other section or provision of this agreement, the CITY shall have the absolute right at any time to terminate this agreement or any work to be performed pursuant to this agreement. 9.2. In the event of termination of this agreement by the CIrf in the absence of default of the Consultant, the City shall pay the Consultant.for the reasonable value of the services actually performed by the Consultanc up to the date of such termina~ion, less the aggregate of all sums previously paid to the Consultant for services performed after execution of this agreement and prior to its termination. 9.3. The Consultant hereby expressly waives any and all claims for damage or compensation arising under this agreement, except as set forth herein, in the event of such termination. 9.4. In the event of termination of this agreement, and upon demand of the City, the Consultant shall deliver to the City, all field notes, surveys, studies, reports, plans, drawings ~~d all other materials and documents prepared by the Consultant in performance of this agreement, and all such documents and materials shall be the proper::.y of the City; provided however, that the Consultant may retain copies for their own use and the 3ptyBo~g-EUC 03-06-07.doc Page 11 '\ 4-15 5-26 CiCy shall provide a copy, at Applicant's cost, of all such documents to the Applicant. 9.5. and shall work. Applicant shall have no right to terminate Consultant, not exercise any control or direction over Consultant's lO. Administrative Claims Requirement and Procedures No suit shall be brought arising out of this agreement, against the City, ~~less a claim has first been presented iri writing and filed with the City of Chula Vista and acted upon by the City of Chula Vista in accordance with the procedures set forth in Chapter 1.34 of the Chula Vista Municipal Code, the provisions of wr~ch are inco~orated by this reference as if set fully set forth herein. ll. Hold Harmless and Indemnification 11.1. I.nju=ies~ consultant to Indemnify City and Aoolicant re consultant shall defend, inde~"ify, protect and hold harmless the City, its elected and appointed officers and employees and Applicant from and against all claims for damages, liability, cost and expense (including without limitation attorneys' fees) arising out of the conduct of the Consultant, or any agent or employees, subcontractors, or others of City or Applicant in cor~~ection with the execution of the work covered by this Agreement, except only for those claims arising from the sole negligence or sole willful misconduct of the City, its officers, or employees, or Applicant, Consulcant1s inde~~ification shall include ~,y and all costs, expenses, aetorneys! fees and liability incurred by ~he City, i~s officers, agents, or employees or Applican~ in defending against such claims, wnecher the same pr~ceed to judgment .or not. Further, Consultant at its own expense shall, upon written re~~esc by the City O~ Applicanc, cieEend any such suit or action brought agains~ the City, ics officers, agenc8, or employees or Appli=ant. 3ptySorg-EUC 03-06-07.doc ?age 12 4-1b 5-27 Consultants' indemnification of City and Applicant shall not be li,,~ted by ~~y prior or subse~~ent declaration by the Consultant. 11.2. AoolicfulC to Inde~,ify City re Comoensation of Consultant. Applicant agrees to defend, indemnify and hold the City harmless against and from any and all claims, losses, damages, expenses or expenditures of City, including its elected officials, officers, employees, agents, or representatives of the City ("City Indemnitees"), in any way resulting from or arising out of the refusal to pay compensation as demanded by Consultant for the performance of services required by th~s Agreement. 12. Business Licenses Applicant agrees to obtain a business license from the Ci~y and to otherwise comply with Chula Vista Municipal Code, Title S. Applicant further agrees to re~~ire Consultant to obtain such business license and to comply wich Chula Vista Municipal Code, Title S. 13. Miscellaneous. 13.1. Consultant net ~uthorized to ~eo~esent City. Unless specifically authorized in writing..by City, neither Consultant nor Applicant shall have authority to ac~ as City's agent to bind City to any contractual agreements whatsoever. 13.2. Notices. All notices, demands or requests pro'Tided fer or permitted to be given pursuar~t to chis Agr~ement must be in writing. All notices, de~~nds and re~~ests to be sent to any pa=cy shall be deemed to have been properly given or served if personally served or deposited i~ the United States mail, addressed to such 9arty, postage prepaid, registered or certifiedl wich return receipt requested, at the addresses identified for the parties in 3~~ibit A. 3pty3org-2UC 03-0S-C7.dea Page 13 4-17- 5-28 13 .3. Entitlement to Subsequent Notices. No notice to or demand on the parties for notice of an event net herein legally required co be given shall in i~self crea~e the righc in the parties to any other or further notice or demand in the same, similar or other circumstances. 13.4. Entire Aqreement. This Agreernent:.} together with any othe::- ~...rritten documen.t.. referred to or contemplated herein, embody the entire Agree~ent 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 9arty against which enforcement of such amendment, waiver 0= discharge is sought. 13.5. Caoacity of Parties. Each signatory and party hereto hereby warrants and represents to the ocher party that it has legal authority and capacity and direction from its principal 'to enter into this. Agreement; that all resolutions or other actions have been taken so as to enable it to encer into ~his Agreement. 13 .6. Governing LaN/Venue. This Agreement shall be goverr~ed by and construed i~ accordance wi~h the laws or the State of California. ~~,y action arising under or relacing to this Agreement shall be brought only in the federal or state courts located in s~~ Diego Councy, State of California, and if ap91~cable, che City of Chula Visca, or as close thereto as possible. Venue for this Agreement, ~,d performance ~sreurLder, shall be cfie City of Chula Vista. 13./. Modification. No modification or waiver of any prov~sion of this Agreemenc shall b~ eff2ctive Q~less the same shall be in writing ~~d signed Jpty3org-EUC 03-06-07.doc Pa,g.: 14 4-1~ 5-29 by the parcies hereto, and then shall be valid only in the specific instance ar.d for the purpose for which given. 13.8. Counterparts. This Agreement may be executed in more than one counterpart, each of which shall be deemed to be an original but all of which, when taken together shall constitute but one instrument. 13.9. Severability. In the event that any provision of this Agreement shall for any reason, be determined to be invalid, illegal, or unenforceable in any respect, the parties hereto shall negotiate in good Eaith and agree to such amendments, modifications, or supplements to this Agreement or such other appropriate action as shall, to the maximum extent practicable in light of such determination, implement and give effect to the intentions of the parties as reflected herein. 13.10. Readinqs. The cape ions and headings in this Agreement are for convenience only and shall not define or limit the provisions hereof. 13.11. Waiver. No course of dealing or failure or delay, nor the single failure or delay, or the partial exercise of any right, power or privilege, on the part of the parties shall ogerate as a waiver of any rights he=ein contained. The making or the acceptance of a payment by either parcy with ~,owledge of the existence of a breach shall not operace or be construed co operate as a waiver of any such breach. 13.12. Remedies. 3ptyBorg-SUC 03-06-07.doc Page 15 4-19 5-30 The rights of the parties w"der this Agreement are cumulacive and not exclusive of ~"Y rights or remedies which the parties might otherwise have unl~ss this Agreement provides to the contrary. 13.13. No Additional Beneficiaries. Despite the fact that the re~~ired performance under this agreement may have an affect upon persons not parties hereto, the parties s~ecifically intend no benefit therefrom, and agree that no performance hereunder may be enforced by any person noe a party to this agree.ment. Notwi t.hstanding the foregoing, this is a three parcy agreement and the City is an express t~ird party beneficiary of t.he promises of Consult~"t to provide se~fices paid for by Applicant. 14. Ownership, publication, Reproduction and Use of Material A~l reports, studies, information, data, statistics, forms, designs, plans, procedures, systems and any other materials or properties produced under this Agreement shall be the sole and exclusive property of City. No such materials or properties produced in whole or in part under this Agreement shall be subject. t.o private use, copyrights or patent rights by Consultant in the United States or in any other country without the ~ress wri~ten cons~nt of City. City shall have unrestricted authority to publish, disclose (except as may be limited by the provisions of the Public Records Act) t distribu~et and otherwise usej copyright or patent, in w~ole or in par~, any such reports, studies, data, statistics, forms or other materials or properties produced l~~der this Ag=eemenC. (Snd of Page. Next Page is Signature Page.) 3pty9org-~JC 03-06-07.doc Page 16 4-20 5-31 Signature Page Now therefore, the parties hereto, having read and understood the terms and conditions of this agreement, do hereby express their consent to the terms hereof by setting their h~,d hereto on the date set forth adjacent thereto. Dated": City of Chula Vista by: Cheryl Cox, Mayor Attest: Susan Bigelow City Clerk Approved as to Porm: .l\n..'1 Hoare City Attorney Dated: Consultant: Marion B. Borg Environmental Consulting by: Dated; Applicant: McMillin Otay Ranch, LLC A Delaware limited liability comp~,y By: McMillin Companies, LLC, A Delaware li~ited liability company Its: Manager 3ptyBorg-EUC 03-06-Q7.doc Page 17 4-21 5-32 3ptySorg-SUC OJ-Co-07.dea By: Its: 8y: Its: Page 13 4-22 5-33 Exhibit A Reference Date of Agreement: March 13, 2007 Effective Date of Agreement: January 1, 2007 City of Chula Vista, 276 Fourth Avenue, Chula Vista, ~~ 91910 Consultant: Marion 3. BorG Environmental Consultino, 8usiness Form of Cort.sul ta:1.t: X) Sole Proprietorship ) partnership ) Corporation Address: 13904 San Sebastian Way, powav ~~ 92064 Applicant: McMillin Otay Ranch, LLC, Business Form of Applicant: ( ) Sole Proprietorship ( ) Partnership ( X) Corporation Address: 2750 Womble Road San Diego, C~ 92106 I Property (Comwo~ly k~Cwn acaress or General Description) The application covers that prcperty generally known as Eastern Urban Cen~er( which is locatec in the cencral portion of che Otay Valley ?arcel of the Otay R~~ch General Developmen~ pl~~ area. The proposed Eastern Urban Center ~s approximately 230 acres and is bOl~~ded by the pro9osed alignmen~s of Birch Road on ~he north, Hunte Pa=kway on the south,. Eastlake Parkway on the east, and SR-125 on the west. Applica~t is only a9plying fc~ entitle~encs of their portion of the ownership of subject property. 3ptyBorg -S""LlC 03 - 0 6- 07. doc Pas; 2 4-24 5-34 2. Project Description ("Project"): The project consists of a Second Tier Environme~tal Impact Repor~ (EIR) for the sue SPA Pl~~. The EVe SPA Plan would refine the plans, goals, objectives, and policies of the Otay Ranch GDP ~~d the City of Chula Vista General Plan. The SPA Plan would be consistent with the GOP a~d General plan with a maximum development potential of 2,983 residential units and 3,497,000 s~~are feet of non- residential development, including office, commercial and civic uses. 3. Entitlements applied for: General plan k~endrnentr General Dev~lopment Plant Sectional i?la..m"1ing ."'.rea (Si?A) Plan, and i?la..n.ned Comrnunity District Zoning Regulations), Preliminary Grading Plan, Tentative Subdivision Map, and Design Review. 4. General Nature of Consulting Services (11 Services - -General") : Consultant shall manage the preparation and processing of the Environmental Impact Report (EIR) for the EUC project being prepared by others in accordance wit~ the City of Chula Vista Enviro~uental Review Procedures; with the criteriar standards and. procedures of the California Environmental Quality Act (CEQA) of 1970, as amended, (Public Resources Code Sections 21000 et seq.) and the CEQA Guidelines (Public Resources Cod.e Section 15000 et seq.); and with other applicable regulations, requira~ents and procedures of any other responsible public agency or any agency ',oil th jurisdiction by law. All '..rork performed by Consultant shall be to the satisfaction of City's i?lanning & Building Director. 5. Decailed scope of Work ("Decailed Services"): Consultant shall manage all phases of preparation and processing of the EIR for the SOC project through the City. The primary responsibility of Consultant is to manage the EIR consultant that will prepare the EIR. The detailed services to be provided are described below: A~ EIR Consultant Management JptyBorg-EUC 03-06-07.o.oc Page 3 4-25 5-35 1. Coordinate with SIR consul~ant regularly regarding EIR scope, preparation and progress; Mor.if.or SIR consulcant contracc performance, including deliverables, costs and schedule; Review and edit all notices; Review and edit all technical studies prepared by SIR consultant; Attend site visits. '..,ith ::I:::\ consultant as necessary; and Review and edit all screencheck draft EIRs, draft res90nses to comments, draft :indings and Stat~~ent of Overriding Considerations (if required), and draft ?inal ErR~ 2. 3. A ~. ~ o. B. Other Project Processing Services 6. Schec.ul::, Services. 1. 2. Coordinate with City staff assigned to the project; Review and comment on the SUC S?A as i~ relates to the EIR; Distribute all public notices; Review all technical studies prepared by applicant; Compile staff comments on screencheck Draft EIRs and technical studies; Distribute Draft EIR for public revi.ew, including public distribution, RCC and, Planning Commission; Distribute 2inal EIR, ir~cluding public agencies that commented cn the EIR, Planning Commission and City Council; Schedule staff meetings to discuss EIR issues; ~.ttend and pre9are for ~eam mee t.ing sand foc'..ls group meetings: Attend and prepare for the RCC meeting; .n..ttend and prepare for public hearings . Planning Com..'llission to close public Planning Commission on the draft EIR Council on the Final ~IR; and. !-!aintain peoject file for the duration of the proj~ctJ' and close 9roject file after 'the 30-day Notice of Oeterminacion sta~ute of limitations peeiod has ended. 3. 4. 5. 6. 7. 8. 9. 10. 11. including reviewr and City 12. Hilestoner Time-Limi:::a;:ions wil:hin '"1'frhich to Perform 3ptyBorg-EUC 03-06-07.doc ~age ,. 4 t!b 5-36 Date for Commencement or Consultant Services: (Xl Same as Efrective Date or Agreement Dates or Time Limits for Delive=y or Deliverables: Under direction of the Principal Plar~er, and will funccion as an extension of City stafr. Dates for completion of all Consultant services: June 30, 2008, or adootion or tne EUC SPA plan by City Council. 7. Documents to be provided by Applicant to Consultant: SPA Plan, tentative map, tecb~ical studies submitted to City- related to project. 6. Contract Administrators. city: Richard M. Rosaler, AICP, Principal Planner, City of Chula Vista Pla~~ing and Building Department, 276 Fou=th Av, Chula Vista, e1l.. 91910, ph: (619)475-5394, FA.'(: (619)409-5859, email: rrosaler@ci.chula-vista.ca.us. Aoolicant: Todd Galarneau, Vice-President, McMillin Ocay Ranch, LLC, PO Box 85104, Sfuc Diego, c.~ 92166-5104, ph: (519)794- 1303, FAX: (619)336-3057 email: tgalarneau@mcmillin.com Consultant: Marion B. Borg, Consultant, Marion B. Borg 2nvironmeneal Consulting, 13904 s~~ Sebastian Way, powaYr C; 92064, ph: (858)679-8545, FAX (858)579-8518, email: rrJ:: ben-:.r@cox. ne t . 9. Statement of Economic Interests( Ccnsulcant Reporting Categories, per Conflict of Interest Code: (X ) Not Applicable. Not an F~?C Filer. 3ocvBora-EUC 03-06-07.doc -. - Page 5 4-27 5-:31 Category No. lo ) Category No. 2. Category No. 3. Category No. ". Catego!:"'.! No. ~. Cates-ory No.5. Categori No.7. 10. Insu=a~se Requirements:' Inv~stmencs and sou=ces of income. Interests in real property. Investments, interest in real property ~,d sources of income subject to the regulatory, pe=rnic or licensing authority of the department. Investments in business entities and sources of income which engage in la...r"J.d development, ,const.ruction or ~he acquisician or sale oE real progerty. Investments in business entities and sources of income of the tj?e which, within the past two years, have contracted with the City of Chula Vista (Redevelopment Agency) to provide se~ficesl supplies, macerials, machinery or equipment. Investments .in busine.ss ep.tities and sources of income of the type whicht within the ~ast two years, have contracted with the desi~_aced employee's department to provide servicesr supplies, ~4terialsr ~~chin;ry 0= eT~i9ment~ 3usiness positions. (X ) Co~~ercial General Liability: $1,000,000. (X ) Aucomobile Liability; Sl/000,OOC. ) Worker I s Compensacion.: St:atuto::-f' Jpty3crg-~0C 03-06-07.doc Pa'36 6 4 28 5-38 ) Erllployer I s Liability: $1,000,000. ) 2rrors and Omissions Liability: ~2,OOO,OOO. 3pcyBorg-EUC 03-06-07.coc 4-29 5.-39 Page 7 E~,ibit B Additional Recitals ~~REAS, the Applicant has deposited an initial s~m for the prccessins of cevelopment applications, such as rezone, environmental studies and precise plans, and wnERZAS, Consultant warrants time on this project will be billed at no more than the hourly rate the City bills for an e~~ivalent City Staff, and ~SEREAS, both City and Applicant agiee to waive the formal consultant selection proc=ss due to prior work on the same project perfc~ed by consultant while under a 2-party contract with the City, thereby making it impractical to solicit formal bids, ar.d ~dEREAS, the Pla~,ing and Building Direc~or has negotiated the details of this agreement in accordance with procedures set forth in the Chula Vista Municipal Code. 3ptySorg-EUC OJ-06-07.doc Pace 1 4-2s 5-AO Exhibit c Compensation Schedule and Deposit: TerwE and Conditions. Single Fixed Fee Az~angement. for pe"rformance of all of the General and Detailed Services C~ Con3ult~~t as herein required, Applicant shall pay a single fixed fee in the amounts and at the times or milestones set forth below: Single Fixed Fee ~~ow,t: S Milestone or Event Amo~~c or Pe=cenc of Fixed Fee Phased fixed Fee Arrangement. =0= the performance of each phase or portion of the General and Detailed Services of Consultant as are separately identified in Ex.'l.ibit C, under the category labeled "Phased Fixed Fee .1\.rrangernent", Applicant shall pay the fixed fee associated with each phase of Services, in the amounts and at the times or milestones set forth hereil"..below ("Phase Fixed Fee l'o.rrangement"l Consultant shall not commence SerJices under any ?hase, and shall not be entitled to the compensation for a Phase, unless Applic~,t shall have issued a notice to proceed to Consultant as co said Phase. ~nase Fee for Said Phase (X ) Time and Materials 39::yBo-:-g-=:UC OJ -05-07..aoc Page 8 4-30 5-41 ?or performance of the Ge~eral and Detailed Se~,ices of Consultant as herein required, Applicant shall pay Consultant for the productive hcurs of time and material spent by Consultant in the performance of said Services, at tne rates or a~Dunts set forth herei~~elow according to the following terms and conditions: (X ) Not-to-Exceed Limitation on Time and Materials Arrangement Notwithstanding the expenditure by Consultant of time and materials in excess of said Maximum Compensation amou-~t, Consultant agrees that Consultant will perform all of the General and Detailed Services he=ein requi~ed of Consultant for $76,000 including all Materials, and other n reirr.ourseal:les It (If MaximUi1t Compensation If.) . ) Limit~tion without Further Authorization on Time and Materials Arr~~gement At such time as Consult~~t shall have incurred time and materials equal to ("Authorization Limit"), Consultant shall not be entitled to any additional compensacion without furth~r authorization issued in w~iting and approved by the City COlli"cil. Nothing herein shall preclude Consultant from providing additional Ser.ices at Consultant's OWTI cost and expense. 3pty9org-EUC 03-06-07.doc Page 9 4-31 5-42. Rat" Schedule Category or Employee of COI".sulcane Name Hourly Rat.e Consultant Marion 3. Borq $95.00 Materials Separately Paid For by Applicant. Cost or Rate x X X X X X M3.terials Reports Copies Travel Print.ing Postage Delivery Leng Distance Telephone Charges Other Actual Identifiable Direct Costs Mi~eage cha=ged at SO~4a per mil~ .'\ctual -, .... Actual p..ct.ual Ac;:ual ;'o.ctual Actual .'\ctual Deposit D"posit p._~ount: $ 3ptySorg-S0C 03-06-07.00c Page 10 4-32 5-43 Use of Deposit to Pay Consultant. Notwithstanding the sole duty and liability of Applicant to pay Consultant, if this paragraph is "checked", upon City's receipt of billing by Consultant, and determination by City in good faith that Consultant's billing is proper, a judgment for which Applicant agrees to hold City harmless and waive any claim against City, City shall pay Consultant's billing from the amount of the Deposit. If Applicant shall protest the propriety of a billing to City in advance of payment, City shall consider Applicant's protest and any evidence submitted prior to the due date for the payment of said bill by Applicant in making its good faith determination of propriety. Use of Deposit as Security Only; Applicant to Make Billing Payments. Upon determination by City made in good faith that Consult~,t is entitled to compensation which shall remain unpaid by Applicant 30 days after billing, City may, at its option, use the Deposit to pay said billing. X Bill Processing: A. Consultant's Billing to be submitted for the following period of time: X Monthly Quarterly Other: B. Day of the Period for submission of Consultant's Billing: X ~irst of the Month 15th Day of each MOuth End of the Month Other: 3ptyBorg-EUC 03-0S-07.doc Page 11 4-33 5:-44 C. City's Account Number: MCMI~- H,\?lar-ui~g\BobMc\3pCYBorg-gUC 03-06-C7.doc 3ptyBorg-EUC 03-06-07.doc Page 12 4-34 5-45