Agenda Packet 2010-08-10Z
C ity Coiuicil
Tony Ferrara, Mayor /Chair
Jim Guthrie, Mayor Pro Tem /Vice Chair
Joe Costello, Council /Board Member
Chuck Fellows, Council /Board Member
Caren Ray, Council /Board Member
d.
Steven Adams, City Manager
Timothy J. Carmel , City Attorney
Kelly Wetmore, City Clerk
AGENDA SUMMARY
CITY COUNCIL /REDEVELOPMENT AGENCY MEETING
TUESDAY, AUGUST 10, 2010
7:00 P.M.
Arroyo Grande City Council Chambers
215 East Branch Street, Arroyo Grande
1. CALL TO ORDER
2. ROLL CALL
3. FLAG SALUTE
4. INVOCATION
7:00 P.M.
CC /RDA
ARROYO GRANDE VALLEY KIWANIS CLUB
REVEREND VALERIE VALLE
SAINT BARNABAS EPISCOPAL
5. SPECIAL PRESENTATIONS
5.a. San Luis Obispo County Economic Vitality Corporation Presentation by
Executive Director Mike Manchak
6.
6a.
Move that all ordinances presented for introduction or adoption be read in title only
and all further readings be waived.
AGENDA SUMMARY — AUGUST 10, 2010
PAGE 2
7. COMMUNITY COMMENTS AND SUGGESTIONS
This public comment period is an invitation to members of the community to present
issues, thoughts, or suggestions on matters not scheduled on this agenda.
Comments should be limited to those matters that are within the jurisdiction of the
City Council. The Brown Act restricts the Council from taking formal action on
matters not published on the agenda. In response to your comments, the Mayor or
presiding Council Member may:
♦ Direct City staff to assist or coordinate with you.
♦ A Council Member may state a desire to meet with you.
♦ It may be the desire of the Council to place your issue or matter on a future
Council agenda.
Please adhere to the following procedures when addressing the Council:
♦ Comments should be limited to 3 minutes or less.
♦ Your comments should be directed to the Council as a whole and not directed
to individual Council members.
♦ Slanderous, profane or personal remarks against any Council Member or
member of the audience shall not be permitted.
8. CONSENT AGENDA:
The following routine items listed below are scheduled for consideration as a group.
The recommendations for each item are noted. Any member of the public who wishes
to comment on any Consent Agenda item may do so at this time. Any Council
Member may request that any item be withdrawn from the Consent Agenda to permit
discussion or change the recommended course of action. The City Council may
approve the remainder of the Consent Agenda on one motion.
8.a. Cash Disbursement Ratification (KRAETSCH)
Recommended Action: Ratify the listing of cash disbursements for the period July 1,
2010 through July 31, 2010.
8.b. Consideration of Statement of Investment Deposits (KRAETSCH)
Recommended Action: Receive and file the report of current investment deposits as
of June 30, 2010.
8.c. Consideration of Approval of Minutes (WETMORE)
Recommended Action: Approve the minutes of the Special and Regular City
Council Meetings of July 13, 2010, as submitted.
8.d. Authorization to Reiect Claim Filed Aaainst the Citv — Claimant: L. Dominauez
(WETMORE)
Recommended Action: Reject the claim and authorize the City Clerk to send a
standard rejection letter to the claimant as recommended by the City's Claims
Administrator, Carl Warren &Company.
8.e. Consideration of Approval of Cost Allocation Plan (KRAETSCH)
Recommended Action: Adopt the Fiscal Year 2010 -11 Cost Allocation Plan.
AGENDA SUMMARY — AUGUST 10, 2010
PAGE 3
8. CONSENT AGENDA (cont'd)
8.f. Consideration of a Resolution Authorizing the Fire Station Expansion General
Obligation Bond Property Tax Levy Rate (KRAETSCH)
Recommended Action: Adopt a Resolution authorizing the FY 2010 -11 fire station
expansion property tax levy approved by voters on November 5, 2002.
8.g. Consideration of a Resolution Increasing the Safety Shoe Allowance for
Designated Part -Time Positions (KRAETSCH)
Recommended Action: Adopt a Resolution increasing the safety shoe allowance for
designated part -time positions.
8.h. Consideration of a Resolution Amendina the Service Emalovees International
Union, Local 620's Third Side Letter of Agreement to Include Full Water
Certification Pay for the Public Works Supervisor, Streets Division (KRAETSCH)
Recommended Action: Adopt a Resolution amending the Service Employees
International Union, Local 620's Third Side Letter of Agreement to include full water
certification pay for the Public Works Supervisor, Streets Division.
8.i. Consideration of Amendment to Consultant Services Aareement with Plannin
Company Associates (ADAMS)
Recommended Action: Authorize the City Manager to execute a second
amendment extending the consultant services agreement with the Planning Company
Associates for an additional six month period for assistance in obtaining Caltrans
approval for a proposal to address deficiencies at the Brisco Road /Halcyon Road —
Highway 101 Interchange.
8.j. Consideration of Contract for Animal Care and Control Services (ANNIBALI)
Recommended Action: Approve the Contract for Animal Care and Control Services
with the County of San Luis Obispo not to exceed the first year amount of $94,305
and authorize the Mayor to execute the Agreement.
8.k. Consideration of an Award of Contract to R. Baker Inc. for Construction of the
Well No. 10, Phase II Project, PW 2010 -02 (McCLISH)
Recommended Action: 1) Award a contract for construction of the Well No. 10,
Phase II Project to R Baker, Inc. in the amount of $221,530; 2) Authorize the City
Manager to approve change orders for 10% of the contract amount of $22,153 for
unanticipated costs during the construction phase of the project; and 3) Transfer
$70,000 from the Water Availability Fund to the Well No. 10, Phase II Project.
8.1. Consideration of an Award of Contract to M.E. Avila Construction Coraoration
for the South Elm and Ash Street Sidewalk and Bicycle Improvements, Project
PW 2008 -07C (McCLISH)
Recommended Action: 1) Award a contract for the South Elm and Ash Street
Sidewalk and Bicycle Improvements Project to M.E. Avila Construction Corporation in
the amount of $73,876; and 2) Authorize the City Manager to approve change orders
for 10% of the contract amount, $7,388 for unanticipated costs during the construction
phase of the project.
AGENDA SUMMARY — AUGUST 10, 2010
PAGE 4
8. CONSENT AGENDA (cont'd)
8.m. Consideration of an Agreement with AECOM for Design and Construction
Support Services for the Sewer Lift Station No. 3 Rehabilitation Project, PW
2010 -10 (McCLISH)
Recommended Action: 1) Approve a consultant services agreement with AECOM in
the amount of $48,989 for the Sewer Lift Station No. 3 Rehabilitation Project; and 2)
Authorize the Mayor to sign the agreement with AECOM.
8.n. Consideration of an Aareement for Consultant Services for Historic Resources
(McCLISH)
[RDA/COUNCIL]
Recommended Action: Approve and authorize the Mayor to execute an Agreement
for Consultant Services with Page &Turnbull to complete a Historic Context
Statement, Historic Resources Survey and Mills Act Consultation in the amount of
$29,800.
8.o. Consideration to Aaarove an Amendment to the Contract with Waterbovs
Plumbing, Inc., to Continue the Plumbing Retrofit Program (PERRIN)
Recommended Action: 1) Approve an amendment to the Contract with Waterboys
Plumbing, Inc., to continue the Plumbing Retrofit Program; and 2) Authorize the
Mayor to execute the contract amendment.
8.p. Consideration of Temporary Modifications to Affordable Housing Agreement
Provisions (ADAMS)
Recommended Action: Adopt a Resolution modifying the terms and conditions
under which the City Manager is authorized to amend existing affordable housing
agreements on a temporary basis.
tae
Lighting System (ANNIBALI)
Recommended Action: Award bid to purchase a Pace American Conquest 8 x 24
custom DUI trailer to Heacock Trailer and Truck Accessories, Inc. in the amount of
$33,134.95.
Consideration to Authorize an Award of Bid for the Avoid the 14 DUI Trailer and
9. PUBLIC HEARINGS:
None.
10. CONTINUED BUSINESS:
None.
AGENDA SUMMARY — AUGUST 10, 2010
PAGE 5
11. NEW BUSINESS:
11.a. Consideration of Solicitation of Bids for Interior Improvements to the 300 East
Branch Street Building (ADAMS)
Recommended Action: 1) Authorize solicitation of bids for installation of fire
sprinklers and communications equipment in the 300 East Branch Street building; and
2) Delay other improvements until proposals are received for lease of the existing City
Hall building.
11.b. Consideration of Modifications to Neighborhood Services Program (ADAMS)
Recommended Action: 1) Approve the proposed modifications to the City's
Neighborhood Services (code enforcement) program; 2) Adopt a Resolution
approving the proposed job classification and description for the Neighborhood
Services Technician position; and 3) Approve an appropriation of $5,000 to increase
the hours of the part -time Office Assistant II position in the Community Development
Department.
12. CITY COUNCIL MEMBER ITEMS:
The following item(s) are placed on the agenda by a Council Member who would like
to receive feedback, direct staff to prepare information, and /or request a formal
agenda report be prepared and the item placed on a future agenda. No formal action
can be taken.
None.
13. CITY MANAGER ITEMS:
The following item(s) are placed on the agenda by the City Manager in order to
receive feedback and /or request direction from the Council. No formal action can be
taken.
None.
14. COUNCIL COMMUNICATIONS:
Correspondence /Comments as presented by the City Council.
15. STAFF COMMUNICATIONS:
Correspondence /Comments as presented by the City Manager.
16. COMMUNITY COMMENTS AND SUGGESTIONS:
This public comment period is an invitation to members of the community to present
issues, thoughts, or suggestions. Comments should be limited to those matters that
are within the jurisdiction of the City Council. The Brown Act restricts the Council
from taking formal action on matters not published on the agenda.
AGENDA SUMMARY - AUGUST 10, 2010
PAGE 6
17. ADJOURNMENT
* * * * * * * * * * * * * * * * * * * * * * * **
All staff reports or other written documentation, including any supplemental material distributed to a
majority of the City Council within 72 hours of a regular meeting, relating to each item of business on the
agenda are available for public inspection during regular business hours in the City Clerk's office, 214 E.
Branch Street, Arroyo Grande. If requested, the agenda shall be made available in appropriate alternative
formats to persons with a disability, as required by the Americans with Disabilities Act. To make a request
for disability - related modification or accommodation, contact the Legislative and Information Services
Department at 805 - 473 -5414 as soon as possible and at least 48 hours prior to the meeting date.
* * * * * * * * * * * * * * * * * * * * * * * **
This agenda was prepared and posted pursuant to Government Code Section 54954.2. Agenda reports
can be accessed and downloaded from the City's website at www.arroyogrande.org
* * * * * * * * * * * * * * * * * * * * * * * * **
City Council /Redevelopment Agency Meetings are cablecast live and videotaped for replay on Arroyo
Grande's Government Access Channel 20. The rebroadcast schedule is published at www.slo- span.orgg
R
r 0
INCORPCIRATEO
2
,JUL.Y 10. 1911
F
MEMORANDUM
T: CITY COUNCIL
FROM: ANGELA KRAETSCH, DIRECTOR F F ADMINISTRATIVE E SERVICE
Y; FIANCES R, HEAD, ACCOUNTING SUPERVISO
SUBJECT: CONSIDERATION F CASH DISBURSEMENT R TI C N
DATE: AUGUST 10, 201
RECOMMENDATION:
It is recommended the City Council ratify the attached listing of cash disbursements for
the period .duly 1 through July 31, 2010.
FINANCIAL IMPACT:
There is a $2,647,619.39 fiscal impact that includes the following items:
Accounts Payable Checks 145958-146448 $ 1,31 2,305.70
Payroll Checks & Benefit Checks $ 1
BACKGROUND:
Cash disbursements are made weekly based on the submission of all required
documents supporting the invoices submitted for payment. Prior to payment,
Administrative Services staff reviews all disbursement documents to ensure that they
meet the approval requirements adopted in the Municipal Code and the City's
Purchasing Policies and Procedures Manual of February 2000.
ANALYSIS OF ISSUES:
The attached listing represents the cash disbursements required of normal and usual
operations during the period. The disbursements are accounted for in the FY 2010 -11
budget.
ALTERNATIVES:
ES:
The following alternatives are provided for the Council's consideration:
Approve staff's recommendation;
0 Do not approve staff s recommendation;
0 Provide direction to staff.
Agenda Item 8.a.
Page 1
CITY COUNCIL
CONSIDERATION OF CASH DISBURSEMENT RATIFICATION
AUGUST 10, 2010
PAGE 2
ADVANTAGES:
Es:
The Administrative Services Department monitors payment of invoices for
accountability, accuracy and completeness using standards approved by the
Council.
o Invoices are paid in a timely manner to establish goodwill with merchants.
0 Discounts are taken where applicable.
DISADVANTAGES:
TAGES:
No disadvantages have been identified as long as City Council confirms all
expenditures are appropriate.
ENVIRONMENTAL REVIEW:
No environmental review is required for this item.
PUBLIC NOTIFICATION AND COMMENTS:
The Agenda was posted in front of City lull on Thursday, August 5, 2010. The Agenda
and report were posted on the City's website on Friday, August 6, 2010. No public
comments were received.
Attachments:
1. July 1 -July 31, 2010 - Accounts Payable Check Register
2. J u ly 2, 2010 - Payroll Check & Benefit Checks Register
3. .July 16, 2010 -- Payroll Check & Benefit Checks Register
4. .July 3g, 201 g - Payroll Check & Benefit Checks Register
Agenda Item 8.a.
Page 2
ATTACHMENT I
pC Hiet
Check History Listing
Page: 1
08 /02/2010
: 2 1 1
CITY OF ARROYO GRANDE
Bank code: boa
C heck #
Date Vendor
Status Clear/Vold Date Invoice
Inv. Date
Amount Paid
Check Total
145958
07/01/2010 003261 AVIA
201
86/23/2010
1
1,080.00
145959
07/01/2010 007929 ISI DRO AREVALO
062510
0612612016
36.00
36.06
145960
07/01 /2010 601 ARROYO GRANDE LIONS
062610
06128/2010
1,630.00
1
1 45961
07/01/2010 000050 AUSTIN'S PHOTOGRAPHY
26896
06/18/2010
238.
238.16
145962
07/01/2010 000055 B & T SVD STN
10609
0611812016
4
41676.69
1 45963
07/01/2010 000065 BRENDA BARROW
0622
06/22/2010
88.32
88.32
1 45964
07/01/2010 00 266 BRANCH THE ET DELI
6629
0512912810
335.78
335.78
145965
07/01/2010 000087 BREMEN PEST CONTROL,
12
05125/2010
109.00
109.00
145966
07101/2010 000090 BRISCO MILL & LUMBER
145063
06118/2010
129.37
129.37
145967
07/0112010 001 315 CA ST DTD
06251
06/26/2010
1 76.00
175.00
14596
0710112010 966399 CANNON
061610
06/1612010
8,714.05
48823
05/31/2010
570.00
48824
06/3112010
495.61
9,779.66
145969
07/01/2010 000603 CAR QUEST RIND PARTS
7314 -41 7622
0612412010
31.29
31.20
145970
07/01/2010 003227 SHANE DAY
052110
06/2112010
76.11
76.11
145971
07101/2010 000577 LEONARD E DE LOS SANT S
33266
06/22/2010
140.00
140.00
145972
07/01/2010 007452 EAGLE ENERGY INC
124633
06/07/2010
384.68
384.60
145973
07/01/2010 000225 EARTH SYSTEMS PACIFIC
234211
06/23/2010
18
234214
06/2312010
2
20,700.00
145974
07101/2010 007939 EMBASSY SUITES SAN LUIS
061510
66/16/2010
3
3
c>
145975
07/01/2010 007930 AF AC E L I F N S E CA
962519
06/26/2010
232.86
232.60
CL
0
145976
0718112010 966262 FRANK'S LOCK & KEY
36636
06/14/2610
221.85
221.85
14 977
07/0112010 004372 GAMING TAYLOR &
10568
05/31/201
1,280.78
M 00
w�
Page: 1
i3
ii
0)
M0 rMIL
M
V PIA
4
ap Hist
Check History Listing
Page; 2
08102/2010
: 2AM
CITY OF ARROYO GRANDE
Bank de:
boa
Check #
Date Vendor
Status ClearNold Date invoice
Inv. Dat
m un Paid
Check Total
10569
05/31/2010
24.47
11225.25
145973
07101 /2010 003821 CHARLOTT GRIFFIN
070110
07/01/2010
1 50.00
1 50.00
145979
0710112010 001237 HANS N AGGREG. MID
1005559
0012612010
443.45
448.45
145930
0710112010 007931 ANGELO HERNANDEZ
002510
0612512010
30.00
30.00
145931
07!0112010 007932 CHERYL HIL EFT
070110
0710112010
150.00
150.00
145982
0710112010 003949 KERN'S PAPER
23876
0610812010
304.12
304.12
145983
0710112010 005255 KIDZ LOVE SOCCER (DBA)
063010
0013012010
1,578.50
1,578.50
145984
0710112010 000393 LUCIA MAR UNIFIED SCHOOL
100420
0012412010
52.50
52.50
145985
0710112010 000429 MINER'S ACE HARDWARE, E,
L 1 8540
06/23/2010
322.26
K37604
0611012010
125.00
K3829
0612212010
53.63
L 152 74
06/29/2010
72.7'
K37867
0611612010
52.71
K824
0612212010
41.61
K9
0611012010
35.66
K35164
0512512010
35.67
L18064
0611612010
32.61
K38318
0612212010
28.26
K37178
0611212010
23.25
L1 6267
0612112010
26.07
K7814
0611712010
25.01
K38211
0612112010
23.91
K37468
06/15/2010
21.74
K37105
0611112010
1 9.24
L 1 7818
06/16/2010
16.26
K37172
0611212010
14.13
L 18116
0611612016
13.04
K37107
0611112016
13.02
K38361
0612212010
11,05
K37625
0611612010
9.36
K3225
0612112010
7.66
K77224
0612512010
4.34
Page: 2
apCkHiat Check History Listing Page:
8102/2010 :42AM CITY OF ARROYO GRANDE
Banc code: boa
Check # Date Vendor Status Clear/Vold Date Invoice Inv. Date Amount Paid C heck Total
145986 07/0112010 000441 MULLAHEY FORD
145987 07/0112010 000459 NAIL TACTICAL OFFICERS
145988 0710112010 007054 NORTH COAST
145989 07101/2010 000481 PACIFIC GAS & ELECTRIC
145990 0710112010 007933 LOUISE PALANGI
145991 07101/2010 007868 PC WHOLESALE
145992 0710112010 007207 KATHERINE AND PAUL
145993 0710112010 007934 CECELIA P LL C
145994 0710112010 000803 POOR RICHARD'S D "S PF ESS,
145995 0710112010 007678 RA DESIGNS
L17903
X38354
L 1 7834
1'37485
F CS5206681
063010
32799
6/18-154503
062110
16452
063010
062510
212727
212744
2125`
212258
212247
1423
ACCT#213289 6
602627
2347363
062510
062 510
0876989955
062510
67'0110
06/17/2010
06122/2010
06/16/2010
06/15/2010
06/02/2010
06/30/2010
04/30/2010
06/18/2010
0612112010
06/16/2010
0613012010
0612512010
0612312010
06/23/2010
0611712010
06/04/2010
06/04/2010
06/18/2010
06/30/2010
06/11/2010
0612312010
0612512010
061251201
06107/2010
06/25/2010
0710112010
3.44
2.7'1
2.71
2.71
75.67
150.00
33.66
56.66
45.00
1,154.39
1,750.00
30.00
372.82
288.19
163.49
87.00
42.41
228.31
600.00
139.50
431.72
30.00
30.00
45.04
30.00
241.00
1,091.11
75.67
150.00
33.85
56.50
45.00
1,154.39
1,750.00
30.00
953.91
228.3'1
600.00
139.50
431.72
30.00
30.90
45.
30.00
24'1.00
Page: 3
145996
0710112010 002825 RESERVE ACCOUNT
145997
0710112010 002142 SAN LUIS PAPER CO
145998
0710112010 005367 SERVPRO O F FIVE CITIES
145999
0710112010 007935 VICKI SI EMO E
146000
07/0112010 007936 RUTH STA B
CL
146001
07/01/2010 0021371 E1 10N WIRELESS
0
146002
S
0710112010 007937 PATRICK WILLIAMS
o0
146003
0710112010 007938 JOSEPH OLOS
CA i
L17903
X38354
L 1 7834
1'37485
F CS5206681
063010
32799
6/18-154503
062110
16452
063010
062510
212727
212744
2125`
212258
212247
1423
ACCT#213289 6
602627
2347363
062510
062 510
0876989955
062510
67'0110
06/17/2010
06122/2010
06/16/2010
06/15/2010
06/02/2010
06/30/2010
04/30/2010
06/18/2010
0612112010
06/16/2010
0613012010
0612512010
0612312010
06/23/2010
0611712010
06/04/2010
06/04/2010
06/18/2010
06/30/2010
06/11/2010
0612312010
0612512010
061251201
06107/2010
06/25/2010
0710112010
3.44
2.7'1
2.71
2.71
75.67
150.00
33.66
56.66
45.00
1,154.39
1,750.00
30.00
372.82
288.19
163.49
87.00
42.41
228.31
600.00
139.50
431.72
30.00
30.00
45.04
30.00
241.00
1,091.11
75.67
150.00
33.85
56.50
45.00
1,154.39
1,750.00
30.00
953.91
228.3'1
600.00
139.50
431.72
30.00
30.90
45.
30.00
24'1.00
Page: 3
app kH!st
C heck History Listing
3993
06/1112010
P
08/02/2010
:42AM
CITY OF ARROYO GRANDE
0710812010 007518 Z AK AYALA
D IP10010241
0511412010
Bank code: boa
1 , 11 8.03
145027
0710812010 000134 CA ST DEPT OF JUSTICE
Check #
Date Vendor
Status Diearf oid Date Invoice
Inv. Date
Amount Paid
Check Total
146004
07/01/2010 005147 BUSINESS 21 PUBLISHING
070110
07/01/2010
149.00
145.00
146005
07/0112010 008633 FORD MOTOR CREDIT
ACCT5554100
0710112010
17,077.32
17,077.32
140006
07/0112010 004329 IA P POLICY CENTER
051210
05112/2010
30.00
30.00
146007
0710112010 006237 M ACE SECURITY ALARMS
13691
06/01/2010
132.00
132.00
146008
0710112010 000398 KEVIN N 9 D BRIDE
07/07/2010 071110
07/01 /2010
219.60
219.60
146009
07/07/2010 004548 CARMEL & NA DABHA, LLP
13293
07/0212010
445.50
445.50
140010
07/07/2010 004548 CARMEL & NACCASHA, LLP
1 3294
07/0212010
14,81 7.17
14,81
146011
07107/2010 004548 CARMEL & N CC SHA, LLP
13292
07102/2010
775.50
775.50
146024
07/08/2010 007924 RYAN A D LES H
070610
07/0612010
100.00
100.00
146025
07/06/2010 001259 A P VIDEO, INC
3966
06/06/2010
2 940 00
60.00
Page: 4
3993
06/1112010
2,500.00
5,440.00
1 46026
0710812010 007518 Z AK AYALA
D IP10010241
0511412010
1 P 1 18-03
1 , 11 8.03
145027
0710812010 000134 CA ST DEPT OF JUSTICE
793554
0610712010
5,109.
5
146028
0710812010 006674 CAL 1 E1STATE FIRE
052310
0612312010
40.00
40.00
146029
0710812010 007943 CALIFORNIA STATE PARKS
051110
0611612010
245.54
245.
146030
0710812010 003168 CELLULAR ONE
00552
0613012010
105.69
105.69
146031
07108/2010 007942 COUNTY OF SAN LUIS
063010
0613012010
4,105.00
4,'105.00
146032
0710612010 007925 PETER CU TO
070610
0710612010
40.00
40.00
145033
0710812010 000201 D G REPAIR DBA
3460
0611712010
435.76
435.76
146034
0710812010 000577 LEONARD B DE LOS SANTOS
2012 -310
0613012010
1
1,200.00
c>
c�
146035
07108/2010 001 JIM D E E D O
070610
0710612010
60.00
60.00
CL
0
146030
0710812010 005091 JOHN DEERE LANDSCAPES
54853227
06115/2010
51.20
54360227
06115/2010
1.61
M 00
54860209
06/15/2010
0.30
53.70
MiD
Page: 4
apkHist
Check History Listing
FOCS206644
06/16!2010
Page
08/0212010
: 2AM
CITY OF ARROYO GRANDE
FOCS206681
061021201
Bank code:
boa
FOCS207048
Check #
Date Vendor
Status Clear/Vold Date Invoice
Inv. Date
Amount Paid
Check Total
146037
07/08/2010 000208 J B DEWAR, INC
732860
06!18/2010
85.59
85.69
146038
07108/2010 000225 EARTH SYSTEMS PACIFIC
23421
06/2312010
1
1 1 900.00
146039
07108/2010 007941 JENNA EASTTON
063010
08/3012010
80.00
80.00
146040
0710812010 007129 TERRY ENDER
070610
07/0612010
246.00
246.00
146041
0710812010 007940 FERRAVANTI GRADING &
x' 112010 - 0
06/30/2010
86,660.42
36,660.42
146042
07/0812010 004790 DEANNA FLOYD
070610
07106/2010
48.00
48.00
146043
07/0812010 000288 CITY OF DROVER BEACH
061610
06116/2010
526.32
626.32
1 46044
07/08/2010 004188 EDD I E HARRIS
070610
07106/2010
180.00
180.00
146045
07/08/2010 006421 RIK1 HEATH
062910
06/29/2010
27.00
27.00
1 46046
07/08/2010 000928 HI- TECH EMERGENCY INC
1 33069
06117/2010
1 ,060.80
1, 060.80
146047
0710812010 007009 KAES ER & B LAI R INC
00616463
06/30/2010
103.18
103.18
146048
0710812010 004846 JOHN LARSON
07061
0710612010
820.00
320.00
146649
0710812010 005611 CHRISTOPHER LINTNER
070610
0710612010
86.00
86.00
146050
0710812010 001136 DOUG LINT ER
070610
0710612010
120.00
120.00
146061
0710812010 000437 CITY OF M O R RO BAY
050610
0611612010
483.60
483.60
146052
0710812010 000441 1LLAHEY FORD
FOC20691
0611412010
nu 63
Page:
FOCS206644
06/16!2010
216.06
FOCS206681
061021201
76.67
FOCS207048
0611612010
5Z95
651.30
146053
0710812010 006328 N ICK'S TELECOM (DBA)
4055
051141201
1
1,604.72
t�
146054
0710812010 007853 DAN ORO
052510
0512512010
30.00
30.00
c�
146055
0710612010 000481 PACIFIC GAS & ELECTRIC
6/17 - 194097
06117/2010
14,874.74
-
8116 - 704639
06/1612010
121.00
14,996.83
146056
071081201 000492 PETTY CASH
PETTY CASH-
071081201
1 60.66
1 60.66
M 00
�iD
Page:
apCkH1st
Check History Listing
P a g e;
0810212010
8 :42AM
CITY OF ARROYO GRANDE
Banc code: boa
Check C heck#
Date Vendor
Status Dl arNoid Date Invoice
Inv. Date
Amount Paid
Check Total
1 46057
0710812010 000497 CITY OF PISMO BEACH
061610
0611012010
2,081.84
2,081.84
1 46058
07108/2010 000508 POOR RICHARD'S PRESS,
212278
06107/2010
284.74
211 977
05/24/2010
195.07
480.4'
146059
07108/2010 002368 PRIMARY CARE DOG & CAT
78788
06/0512010
178.64
178.64
146060
07103/2010 004883 STEVE ROMO
070610
07106/2010
44.00
44.00
146061
07108/2010 000536 GREG ROSE
070610
07/06/2010
204.00
204.00
146062
07/0812010 006021 BLAKE FOSKELLEY
070610
07/06/2010
396.00
396.00
146063
07/0812010 006594 LAWRENCE RUCKER
070610
0710612010
132.00
132.00
146064
07108/2010 003649 CHARLES D (DON) RUIZ
070610
0710612010
162.00
162.00
146065
07/08/2010 000538 S & L SAFETY PRODUCTS
671346
05124/2010
173.69
173.89
146066
0710812010 000545 CITY OF BAN LUIS OBI SPO
061610
06116/2010
1,102.08
1,102.08
146067
0710812010 006080 MARTINA SARMIENTO
070610
0710612010
210.00
210.00
1 46068
0710812010 003024 MARK S HAF F E R
070610
07106/2010
240.00
240.00
146069
07108/2010 000552 SLO COUNTY
061510
06115/2010
472.00
472.00
146070
07/0812010 004860 TAMMY SMITH
070610
07/0612010
150.00
150.00
146071
07/0812010 007229 DONALD SNYDER
070610
07/06/2010
60.00
60.00
146072
0710812010 007926 AMANDA SOLICHEK
070610
07/0612010
90.00
90.00
146078
07/08/2010 000602 SOUTH SLO COUNTY SANIT
FOG INSPECTION
06/0912010
4
WASTE DISCHARGE
06/0912010
49.00
4,282.94
D
146074
0710812010 000609 BOB SPEAR
070610
07/0612010
104.00
104.00
146075
0710612010 006551 UNITED STAFFING ASSOC.
069967
06/28/2010
1
1
0
146076
07/08/2010 002988 UNIVAR USA, INC
551269
06/14/2010
526.90
526.90
rok
146077
071081201 0021 VERIZON WIRELESS
0881968769
0612212010
70.56
70.65
c�
M 00
00 iD
Page: 6
p Hit
Check History Listing
Page:
0810212010
:4 AM
CITY OF ARROYO GRANDE
Bank coda: boa
Check #
Date Vendor
Status Clear/Vold Date Invoice
Inv. Date
Amount Paid
Check Total
146678
07!6812616 667927 SHIRLEY WILLI IDTT
070616
07/06/2010
30.00
30.00
1 46079
07!68/2610 000704 V IT 1ER -TYS N IMPORTS
T8O35
06/17/2010
3,000.60
T7848
03/0612016
3
6, 000.00
146083
07!6912010 066259 APTCA ASSOC OF
1 -057
0612212010
46.00
40,00
146084
0716912010 000113 D PCA - CA POLICE CHIEFS
218
67/0112010
380.00
380.00
146085
07!6912010 605531 EXECUTIVE INFORMATION
6605
06102/2010
11
11,000.00
146086
07169/2010 000240 FARM SUPPLY CO
375232
07/01/2010
36.23
35.23
146087
07109/2016 006833 FORD 11Tf CREDIT
070810
6 710812010
11
11,248.97
146088
07109/2016 002358 GREAT WESTERN ALARM
100602323161
07/0112010
28.00
28.00
146089
07/0912610 000342 IRA'S BIKE SHOP
51823 -31
07/02/2010
405.77
405.77
146090
0710912610 007299 GAST N 1 ETT1NG OLIVIER
070610
0710612010
46.00
40.00
146091
0710912010 665511 CHRISTOPHER L1NTNER
07082010
67/0812010
24,60
24.00
148692
07/09/2010 691136 DOUG L I NTN E R
070810
07/6812010
44.60
44.00
146093
07109/2010 000429 MINER'S ACE HARDWARE,
K87468
07/0112016
34.76
L1952
0710112010
18.63
58.39
146094
0710912010 006456 NATL REC & PARK ASSN
ID# 145951
07/01/2O1O
145.00
145.00
146095
07/09/2010 006328 NICK'S TELECOM (DBA)
4094
0710112010
171,79
1 71.79
146696
0710912610 000513 BEAU PRYR
070810
0716812010
1
1
146097
0716912616 006624 SUPERIOR QUALITY
36964
0710112010
236.00
230.60
D
146698
0716912010 000038 AG CHAMBER OF
070610
0710912010
105.00
105.00
146099
0710912610 005812 BR UGH CONSTRUCTION
PW 2009-01
08130/2010
46
40,778.00
0
146100
0710912010 060126 CA ST DEPT OF
063016
06136/2010
541.50
541.50
rok
146101
0710912610 006333 FIA CARD SERVICES
8126 -5782
0612612010
6,253.40
M 00
-
6126 6347
0612012010
1 497,71
r
Page:
p kHi t
0810212010
8:42AM
Check History Listing
CITY OF ARROYO GRANDE
Page:
Bank code: boa
Check #
Date Vendor
Statue Clear/Vold Date Invoice
Inv. Date
Amount Paid
Check Total
6120 -1 331
061201201
261.66
6/20 -7845
0612012010
203.44
6120 -6321
0612012010
60.42
6120 -9596
0612012010
26.07
6120 -7837
06/26/2010
26.77
6/20 -6362
06/20/2010
9.18
7,367.65
146102
07109/2010 000398 KEVIN MC BRIDE
070610
07/0912010
1 1 209.00
1 1 200.00
146103
07/15/2010 007946 SAM BROWN SHIELDS
1 2271
0612312010
2
2,878.11
146104
07/16/2010 000946 A D STAR
78712A
0012312010
219.95
219.96
146105
07/16/2010 007681 AMERICAN CARPET
04939
00119/2010
420.00
04946
06123/2010
375.00
796.00
146106
07/15/2010 006709 AMERICAN MESSAGING
15 -24571
02/16/2010
11.42
11.42
146107
07116/2010 007945 ANIMAL & INSECT PEST
28237
06/0812010
400.00
400.00
146108
07/16/2010 003175 AQUA -METRIC SALES
0033375 - IN
06/3012010
1,127.91
1,127.91
146199
07115/2010 000043 ARROYO GRANDE GLASS &
1144
06/2112010
436.07
436.07
1 46110
0711 5/2010 006607 AT&T
143616
0612612010
1
009091 453515
0612512010
888.51
000001
0612612010
186.28
000001 453517
0612612010
86.86
000901453511
0612612010
36.89
00000145351
0612612010
32.52
000001453512
06/2612010
29.61
00000 I448693
0612
000001 448694
0612212010
/ 2 9 .07
28.62
14351
06/2612010
16.43
>
000001 453513
06/2512010
1 4.49
3,176.60
146111
07/1612010 000055 E & T SVC STN
11090
06/80/2010
145.00
146.00
CL
146112
07/15/2010 000057 R BAKER, INC
10-06-4309
06/29/2010
650.00
650.00
1 46113
0711 5/2010 001944 BASK CHEMICAL
S115746009
06/21/201
661.82
661.82
�F
o�
Page: 8
apCkHist
Check History Listing
Page:
08/0212010
8: AM
CITY OF ARROYO GRANDE
Ban code: boa
Check
Date Vendor
Status Dl arl oid Date Invoice
Inv. Date
Amount Paid
Check Total
146114
0711512010 000935 BRUCE BEAUD IN &
FILE #11
0612412010
2,800.00
21800.00
14611
07/15/2010 0011 RAY B E R U IA
070810
0710812010
30.00
30.00
146116
0711512010 004796 J D I BOB
070110
07/0112010
30.00
30.00
146117
0711512010 000087 BREDEN PEST CONTROL,
1 22665
0611812010
112.00
112.00
146118
0711512010 000090 BRISCO MILL & LUMBER
145114
06/2412010
56.53
56.53
146119
0711512010 000095 BUR1 E AND PACE OF AG,
2403501
0610412010
201.43
201.43
146120
07/15/2010 00012 CA ST BOARD OF
063010
0613012010
367.81
367.81
146121
0711512010 007177 CALIFORNIA BUILDING
63010
0613012010
145.00
145.00
146122
0711512010 000143 ARON CANBY WELDING
7308
0612712010
4,525.00
4525.00
146123
0711512010 005890 CANNON
485R
0711412010
20
20,120.50
146124
07/1512010 000603 CARQUEST AUTO PARTS
7314 -- 419029
0613012 1
113 1
t�
c�
CL
2)
c� 00
145125 07/15/2010 001213 CD II GOVERNMENT, INC
146125 0711512010 007798 C ENTAURI LABS
146127 0711 512010 000157 CENTRAL VALLEY
145128 0711512010 000150 CHAPARRAL
146129 0711512010 001999 CHARTER
731 4 - 419034
7314 419025
731 419039
413887
7314-419027
731 4 - 418577
7314 - 417687
7314 - 417583
N9861
TEW6400
TB5700
1 OF0316
187788
186046
r4d �1$6&
06130/2010
0613012010
0613012010
0612912010
0613012010
0612812010
0612412010
00124/2010
0011712010
0612412010
08/2412010
0812412010
0611012010
06/18/2010
0613912019
0612812019
96.99
61.82
53.'17
33.92
30.7'1
29.56
2'1.51
1 5.64
1,054.88
350.84
192.29
=16181+]
98.00
73.00
1 0.42
221.98
476.46
1,598.01
15 .0 0
17'1.00
10.42
221.98
P age:
ap kHlet Check History Listing Pa ge: i
0810212010 8:42AM CITY OF ARROYO GRANDE
Bank code: boa
Check # Dame Vendor Statue Clear/Vold Date Invoice Inv. Date Amount Paid Check Total
146130 0711612010 006788 1IIII'I CONSTANT 070110 07/01/2010 30.00 30.00
146131 0711512010 000195 CRYSTAL SPRINGS WATER 17922 07102/2010 4665
D
c�
c�
CL
0
c�
�F
N 0
146132 07118/2010 007548 CSG SYSTEMS INC
146133 07/15/2010 000201 D G REPAIR DBA
146134 07115/2010 005091 .JOHN DEERE LANDSCAPES
1461 07118/2010 001840 DELL MARKETING LP
146136 0711512010 000208 J B D EWA , INC
146137 0711612010 006848 DNB INDUSTRIAL SUPPLY
146138 07/1512010 006706 DORIS IS B TROPHIES INC
146139 07/15/2010 007947 C NSTANCE D NBAF
146140 0711512010 007948 DANIELLE ESSEN
146141 0711512010 004164 FEDE
146142 0711512010 001525 FERGUSON ENTERPRISES,
ISES,
14273
06/30/2010
70931
07/02/2010
63949
07/02/2010
01 8068
07102/2010
65732
06/251201
65990
06/2512010
3459
06/17/2010
54890464
06/17/2010
54834717
0611412010
54842051
0611412010
54901935
6611812616
54942631
06/2212010
54921
06/21/2010
063619
06/30/2010
DWXN94N41XD C31 59
0611 712010
XDXJ9T979
0710112010
918234
0612312010
734218
06/361201
734222
0613012010
118670
66/29/2616
118671
06/30/2010
62443
06/29/2010
070810
0710812010
070110
0710112010
7 - 11 9-82392
06111/2010
6187 116
06/11/2010
6162673 -1
0613012010
45.70
23.80
15.40
11.90
2,072.78
495.90
142.60
364.46
105.05
88.72
71.56
16.29
3.77
-86.32
1,016.22
202.26
83.26
38.44
36.65
494.16
478.1
856.26
30.00
30.00
21.70
383.46
191.40
143.46
2,568-68
142.60
563.51
1,218.48
168.36
972.33
656.25
30.00
30.00
21.70
574.86
Page: 10
D
t�
c�
CL
0)
c�
�F
w�
ap p kHi
Check History Listing
Page: 1
08102/2010
:4 AM
CITY OF ARROYO GRANDE
Bank code: boa
Ch eck #
Date Vendor
Statue Clear/Vold Date Invoice
Inv, Date
Amount Paid
Check Total
146143
07/16/2010 007949 FULGENCIO MENDOZA
061010
06/10/2010
202.50
202.60
146144
07/1512010 004372 GAMING TAYL
10632110633
07/1312010
950.30
960.30
146145
07/15/2010 00 G ARVEY EQUIPMENT
1 71662
06/2812010
301.62
301.62
1461
07116/2010 000605 THE GAS COMPANY
7/2 -
0710212010
83.23
7/2 -2
0710212610
44.27
716 -200
07106/2010
39.47
716 -208
07106/2010
22.36
7/6-
07106/2016
14.30
716 - 214
0716612010
1.00
204.63
146147
07/1612010 007060 BEVERLY HARBEN
070310
07/0812010
30.00
36.00
1 46148
07/1 5/2010 006421 I KI HEATH
070210
07/02/2010
19.29
19.29
146149
07/1012010 004026 AURELIO HERNANDEZ
070810
07/08/2010
30.00
30.00
146160
07/1612010 001386 H PKINS TECHNICAL
201013853
0612112010
141.68
141.68
146181
07/1612010 000348 J W ENTERPRISES ISES
236061
06/1712010
101.38
1 01.38
146162
07/1612010 003949 KERN'S PAPER
28
06128/2010
373.67
28092
0613012010
280.28
663.92
146163
07/1 512010 006769 AMANDA LATIMER
0701 2010
07/0112010
30.00
36.00
146164
07/15/2010 005716 LINE X OF SANTA MARIA LLC
6166
06/2312010
606.41
696.41
146166
07/15/2010 004061 HOWARD D SAN K1 1 S
063010
06/3012010
3
3
1
0711612010 006 823 SHANNON MARTIN
070810
07/0812010
39.00
30.00
146157
07115/2010 007944 RICARDO MARTINEZ
063010
06/301201
1,600.00
1
146158
07115/2010 000417 MELL SON'S PUMPS &
2782
06129/2010
80.00
80.06
146180
07/16/2010 000426 MIER BROS LANDSCAPE
167305
06116/2010
166.39
1 67582
06113/2010
166.39
167622
0612412010
166.39
167861
0613012616
114.19
Page: 11
Pa 12
p kH ist
0818212010
:42AM
Check History Listi rig
CITY OF ARROYO FtANDE
Page: 1 2
Bank code: boa
Check #
Date Vendor
Statue ClearNoid Date Invoice
Inv. Date
Amount Paid
Check Total
167561
06/22/2010
1 89.25
1 67088
06/11/2010
73.95
167550
06/2312018
70.65
867.29
146160
07115/2010 000429 MINER'S ACE HARDWARE,
K82153
06/23/2018
122.83
L1 8566
86/23/2018
76.61
K83988
06/2812010
47.88
84031
06/2812010
29.51
L1814
06/19/2010
11.48
38506
8612412010
8.65
851303
86/18/2010
3.80
82154
06123/2010
-31.54
265.46
146161
07/1512010 005022 RAY MOTLEY
070810
07/08/2010
30.00
30.00
146162
07/1512010 000441 MULLAHEY FORD
FOCS207247
06/23/2018
39.67
FOCS207296
0612412010
37.56
77.65
1461
0711512810 001903 NANCY MURRAY
07011
0710112010
165.00
165.00
146164
07115/2010 007951 MW ARCHITECTS INC
10346.002
07/0812010
15,131.81
10346.001
06/84/2010
7, 033.02
22,1 64.83
146165
0711 512010 000466 NOBLE Ail, INC
36061
06/23/2010
476.74
476.74
146166
07115/2010 007202 NOSSAMAN LLP
371941
06/08/2010
574.07
574.07
146167
0711512010 000466 OFFICE DEPOT
523064810001
06/17/2010
714.44
524022 380001
0612612010
531.84
523878782001
0612412010
64.18
524026928001
8612512010
53.57
52352547900
86122/2010
3.55
1,367.58
146168
07115/2010 003360 CHRISTINA OLGIN-LOZANO
870110
07/0112010
30.00
38.88
c�
146169
07/15/2010 006706 ON TRAC
6853418
07!031201
17.46
17.48
c�
CL
146170
07/1512018 000490 PERVO PAINT CO
63797
8612312818
1
68863
86/2912010
1
63864
0612912010
1
63796
0612312818
973.31
F0
0
Pa 12
Page: 13
sp kHist
08102/2010
8 :42AM
Check History Listing
CITY OF ARROYO GRANDE
Pa ge: 1
Bank code: boa
Check #
Date Vendor
Statue DlearNold Date Invoice
Inv. Date
Amount Paid
Check Total
68860
0612912010
973.31
63865
06129/2019
848.25
7
1461
07/1812910 000492 PETTY CASH
PETTY CAS
96/30/2910
72.60
72.60
146172
07/1512010 004158 PHOENIX GROUP
052010157
96/15/2010
119.88
110.83
146173
07/1512010 007952 DEBORAH PILGER
070110
07101 /2010
30.00
30.00
146174
07/15/2010 005938 PITNEY BOWES
5501831228
0612312010
44.36
44.36
146175
07/1612010 007453 PLANNING COMPANY ASSOC
808
0613012010
5,433.80
51433.89
1 46176
07/1612010 002751 RANGE MASTER
SPECIAL ORDER
0612812010
1,610.15
4232
06/28/2010
67.00
1,677.16
1 46177
07/1512016 007953 TINA RENSHAW -TABAR
070110
0710112010
30.00
30.00
1 46178
07/16/2010 000531 RICHETTI COMPLETE WATER
83086
0710112010
1 5.00
15.00
146179
07/15/2010 003031 ROBERTSON SUPPLY
8554
0612612010
472.08
8557
0612812010
412.92
8568
06/29/2010
162.69
1,037.69
146180
0711 5/2019 002932 R TAN & TUCKER, LLP
584990
06108/2010
799.50
799.50
1 46181
07/15/2010 007954 SCOTT'S CARPET CARE
1048
06126/2010
1,080.00
1
1 46182
07/15/2010 0041 SELECTIVE SECURITY
6456
0612912010
98,00
95.00
146183
07115/2010 001434 SLO COUNTY IWMA
063010
06130/2010
5,000.00
5
146184
97116/2019 000602 SOUTH SLO COUNTY SANIT
063010
06/30/2010
1 33,341.13
133,341.13
146185
07/16/2010 004393 SP MAINTENANCE TENANCE
31573
07/01/2010
6
6
146186
07/1 512010 004699 ST PATRICK 'S CATHOLIC
070810
0710812010
30.00
30.00
D
c�
146 187
07115/2019 000613 STATEWIDE SAFETY &
7 06 7 8
06/30/2010
292.28
CL
79674
0613012010
292.28
584.56
0
146188
07/1612010 007955 C O N N I E STEVENS S
070819
07/08/2010
30.90
30.00
146189
07/15/2010 007956 RUSSELL STUMP
979119
07101/2910
30.00
30.00
�F
Page: 13
c�
CL
0)
c�
�F
a� 0)
ap I Hi t
Che History Listing
Pa ge: 14
0810212010
8: 2AM
CITY OF ARROYO GRANDE
Bank co de: bo
Check #
Date Vendor
status Clear/Vold Date Invoice
Inv. Date
Amount Paid
Check Total
146190
0711512010 000622 SUN BADGE CO
3
06/1812010
762.22
762.22
146191
0711512010 002904 TE1I PLET N UNIFORMS
38560
0612312010
979.07
38583
0612912010
324.69
1,303.76
1461
07/15/2010 007683 THE TOP SHOP
C P10010282
0612312010
1
RP10010281
0612312010
598.13
2,135.86
1461
0711 512010 004609 TR ESH RECYCLING I NC
14108
06124/2010
765.55
765.65
146194
0711512010 006551 UNITED STAFFING ASSOC.
070168
06130/2010
974.21
974.21
146 195
0711512010 000677 PEGGY VALKO
063010
06/3012010
1 ,107.20
1,107.
146196
0711512010 002609 WATER B YS PLUMBING
071310
0711312010
16,332.97
16, 332.97
146197
0711512010 000687 AYN E' S TIRE, I
190
0612812010
16.00
1 6.00
146198
0711512010 007364 THE WELL F L R SQUARE
070810
07/0812010
30.00
30.00
1
0711512010 007959 TOM WOODWORTH
062210
06/2212010
51.00
51.00
146200
07/1 512010 007965 JILL AN ELLI
R f000
0711 412010
10.42
1 0.42
146201
07/1512010 007958 JEREMY BURNS
R f OOO 104281
0711312010
126.98
126.98
1 46202
07/15/2010 007964 /MARIANN EYRD -RR
Ref000104395
07/1412010
11 3.98
113.98
146203
0711512010 007968 THOMAS & BONNIE
Ref00014399
0711412010
161.40
161.48
146204
0711512010 007966 ANNA DA VIES
R f000104397
07/14/2010
54.89
54.89
146205
07/15/2010 007957 GLEN & KENNY LEE
Rf000104280
0711 3/2010
167.57
167.67
1 46206
07/15/2010 007967 TREVOR 1R1N
Rf00010398
07/14/2010
78.09
78.09
146207
0711512010 007969 MARIBEL LARIZ
Rf000104400
0711412010
97.59
97.59
146208
07/1612010 007971 MICHELLE LA G E N
RefOOO 104402
0711412010
80.82
80.32
146209
07/15/2010 007963 DAVID LUOMA
R f000104394
07114/2010
82.31
82.31
146210
0711512010 007960 ,.I BIE MORSE
R f000104391
0711412010
42.07
42.07
Page: 14
Page: 1
apCkH1 t
08/0212010
- 042AM
Check History Listing
CITY OF ARROYO GRANDE
P i s
Bank cod bo
Check #
Date Vendor
Status ClearNold Date Invoice
Inv. Date
Amount Paid
Check Total
146211
0711512010 007962 JESSE PIPETTE
Rf000104393
07/1412010
1 03.20
103.20
146212
0711512010 007970 GARY PRITCHETT
R f000104401
07/1412010
18.42
18.42
146213
0711 512010 007972 JASON & DEBRA ROBERTS
R f0001 04403
0711412010
91.96
91.98
146214
0711512010 007961 KAREN SKA1DA
1f000104392
07/14/2010
95.73
95.73
146221
0711512010 000553 SLO COUNTY
071410
07114/2010
50.00
50.00
146222
0711612010 007973 AGA
070610
07106/2010
86.89
86.89
146223
0711 612010 005315 ASCAP
07 1 4 10
07114/2010
305.00
306.00
146224
0711612010 000090 BRISCO MILL & LUMBER
146256
0710912010
6.51
6.51
1 46225
0711612010 003775 CALIF JPIA
1 5578
07/01/2010
21 ,331.00
21, 331.00
1 46226
0711612010 000603 CA1EST AUTO PARTS
7314420361
07106/2010
22.76
22.76
146227
0711612010 000160 CHAPARRAL
319363
07/01/2010
120.00
120.00
146228
07/16/2010 006843 DNB INDUSTRIAL SUPPLY
116675
0711312010
268.64
1 16674
07/1212010
219.60
488.24
146229
07/1612010 002353 GREAT WESTERN ALARM
100600013101
0710112010
28.00
1000600713101
07101
28.00
55.00
146230
0711612010 000429 MINER'S ACE HARDWARE,
L20843
07103/2010
32.61
32.61
146231
0711612010 000454 NATI 0 NA L NOTARY ASSN
071210
07112/2010
62.00
62.00
146232
07116/2010 001634 PAPA - P E STI CIDE
070810
07/0812010
210.00
210.00
146233
0711612010 001376 KAREN SISKO
070610
07/1612010
56.68
56.68
146234
0711612010 009547 SL CAPRA
070110
0710112010
20.00
20.00
146235
07/16/2010 000598 SNAP -01 TOOLS CORP
193299
07/14/2010
270.03
270.03
�
CL
146236
07116/2010 006551 IGNITED STAFFING ASSOC.
070228
07107/2019
421.26
421.28
146237
0711612010 000677 PEGGY VALKO
070910
07/0912010
368.40
368.40
c�
�F
�l 0
Page: 1
apCkHist
Check History Listing
717 -3955
071071201
Pa ge: 1
9810212019
:42AM
CITY OF ARROYO GRANDE
7/7-3959
0710712019
Bank code: boa
253.24
140243
07/22/2010 090990 BRISCO HILL & LUMBER
Check #
Date Vendor
Status ClearNoid D ate Invoke
I nv. Date
Amount Paid
Check Total
145238
07/16/2010 095709 AMERICAN MESSAGING
7/15-1-5-245715
9711612919
1
11.41
146239
97/16!2910 990481 PACIFIC GAS & ELECTRIC
5129 - 853299
9612912019
32,971.12
32,071.12
146249
07/16/2010 096551 IGNITED STAFFING ASSOC.
979228(x)
97197/2919
631.92
631.92
1 46241
971222919 997924 RYAN ADLESH
971910
07/19/2010
79.99
79.99
1 46242
07/22/2010 995597 AT & T
717 -0183
07/97/2919
1 RR 84
071910
Page; 16
717 -3955
071071201
32.39
7/7-3959
0710712019
32.39
253.24
140243
07/22/2010 090990 BRISCO HILL & LUMBER
1 45229
9710712019
23.64
23.64
146244
971221291 907925 PETER CURTO CURT
071919
9711912019
59.90
59.00
1 46245
97/2212919 990577 LEONARD B DE LOS S NT S
2012.31
9711512010
975.99
975.09
1 46248
9712212010 990208 J B DE /JAR, I NC
6
97/1412019
179.99
179.99
1 46247
9712212019 997129 TERRY ENDER
971919
9711912010
225.99
225.90
146243
0712212019 904790 DEANNA FL YD
071910
9711912610
43.99
46.90
148249
9712212910 909695 THE GAS COMPANY
719 -1599
97199/2919
16.81
719 -919
9710912010
4.95
29.
146259
97122/2910 996958 R DNEY GRAY
971910
0711912010
40.99
49.00
1 46251
9712212016 994188 EDDIE HARRIS
971919
0711912010
280.09
280.90
1 48252
9712212019 996844 IRON MOUNTAIN
963019
0613912019
1 48.24
1 48.24
146253
07/22/2010 007299 GAT N KETTING O LIVIER
971919
0712112019
60.99
69.90
1 46254
9712212019 994845 .JOHN LARS N
971919
9711912019
199.99
109.99
c�
145255
9712212019 990383 LIEBERT, CASSIDY,
116091
05/05/2010
3 20
a 209.90
c�
CL
146256
9712212910 095511 CHRISTOPHER LINTNER
971910
9711912918
182.99
182.09
0
146257
9712212919 091136 DOUG LINTNER
971919
07/19/201
129.99
120.09
'146258
8712212919 999429 MINER'S ACE HARDWARE,
K40325
71121
4.74
�F
000
Page; 16
arpCkHi t Check History Listing Pa ge: 1
08102/2010 8:42 AM CITY OF ARROYO GRANDE
Bank code: boa
Check # Dante Vendor Status Clear/Void Date Invoice Inv. Date Amount Paid Chec Total
D
t�
c�
CL
0
U3
c�
�F
146259 07/2212010 000468 OFFICE DEPOT
146260 67/22/2010 000503 POOR RIC PRESS,
146261 6712212010 004833 STEVE R10
146262 07/22/2010 000536 GREG ROSE
146263 07/2212010 006021 BLAKE RSKELLEY
146264 67122/2010 006804 LAWRENCE RUCKER
146268 6712212010 003649 CHARLES D (DON) RUI
1 46266 - 67/22/2010 000538 S & L SAFETY PRODUCTS
1 46267 07/22/2010 006080 MARTINA BARD I ENT
146268 07/22/2010 003024 MARK SCHAFFER
146269 07/22/2010 004860 TAMMY SMITH
146270 07/22/2010 007229 DONALD SNYDER
14627' 67/22/2010 007926 AMANDA SOUGHED
146272 07/22/2010 000609 BOB SPEAR
146273 07/22/2010 004097 WELLS FARGO BANK NATL
146274 07/22/2010 007927 SHIRLEY WILL 10TT
146284 07/23/2010 000038 AG CHAMBER OF
L20865
K39853
K94930
L1 9703
K39878
K3926
L0'187
524753693001
524753727001
212914
212915
071910
071910
071910
071919
071910
404748
971910
071910
071910
071919
071 910
971910
061 510
070710
062410
07/1 3/2010
07/07/2010
07112/2010
07102/2010
0710712010
07/0112010
07/0712010
07/01/2010
07/01/2010
07/01/2010
07/01 /2010
0711 9/2010
07/19/2010
0711912010
07/21/2010
07/1912010
07/0812010
07/1912010
07/19/2010
07/19/2010
07/1 912010
07119/2010
07/19/2010
06/1512010
07/10/2010
06/24/2010
86.79
30.59
19.56
11.94
6.41
4.34
3.80
237.91
19.25
54.38
27,
66.00
388.00
264.00
132.00
132.00
86.95
230.00
240.00
140.00
320.00
90.00
170.00
110,151.59
60.00
30.00
398.17
257.1
81.76
66.00
388.00
264.00
132.00
132.00
86.95
230.00
240.00
140.00
320.00
90.00
170.00
110,151.59
60.00
30.00
Page: 17
CL
^
ice/
M
N ■^'
O ice/
p kHiet
Check History Listing
Page; I
08/0212010
8:42AM
CITY OF ARROYO GRANDE
Bank code.
boa
Check #
Date Vendor
Status Clear/Void Date Invoice
Inv. Date
Amount Paid
Check Total
146285
07/23/2010 000012 A F I -TURF SUPPLIES, I N C
8661
06/3012010
603.53
603.53
146236
07123/2010 004815 All GAS WEST INC
103134534
06/3012010
33.1
33.61
146237
0712312010 003317 A 1E1 IP1 1DE UNIFORM SVCS
V 07/23/2010
0.00
0.00
146238
0712312010 003817 Al 1ERIP1 IDE UNIFORM BADS
1500105361
0611512010
50.70
1500116974
06/2912010
33.02
1500094566
5610112010
29.00
1500105867
55/1 512010
29.00
1500116978
0612612010
29.00
1500094562
06/01/2010
23.02
1 500105863
0611512010
23.02
1 500100252
0610812010
20.25
1500111445
06122/2010
26.25
1500094559
06/0112010
15.50
1500105860
06/1512010
19.56
1500116971
06/2912010
19.56
1500094561
06/0112010
1 9.20
1 500100260
06/0812010
1 9.26
1 500105862
0611512010
19.20
1 500111452
06122/2010
19.20
1500116973
06/2912010
19.20
1500100258
0610812010
16.00
1500111450
0612212201
13.00
1500100261
06/0812010
17.02
1 500111453
0612212010
17.02
1500094555
05/0112010
17.00
1500105856
0611512010
17.00
150016907
05/2912015
17.00
1500105864
0611512010
15.50
1500094563
06/01/2010
15.05
1500100262
061081201
1 5.00
1500116975
06/29/2010
15.00
1500111 454
06/2212010
15.05
1500100255
06/08/2010
10.55
1500111448
06/22/2010
10.50
Page. 18
p kHIst Check History Listing Page:
08/02/2010 :42AM CITY OF ARROYO GRANDE
Bank code: boa
Check 9 Date Vendor Statue ClearNold Date Invoice Inv. Date Amount Paid Check Tot al
^ CL
ice/
U3
M M^
N ■
146280 07123/2010 005180 APEX OUTDOOR POWER
146290 07/23/2010 006188 BFGC ARCHITECTS
146201 07/23/2010 005312 BROUGH CONSTRUCTION
146202 0712312010 000110 DA ST DEPT OF
146293 0712312010 000185 CONSOLIDATED
1 500094565
1 5001 05866
1500116977
1500100265
1500111457
1500100253
1500111446
1500094560
1500100259
150011145'
1500116972
1500100254
1500111447
1500004564
1500100263
1500105865
1500111455
1500116976
1500100264
150011456
30781
30793
510001144
PW 2009 -01
1800068016
1800067310
1800068021
1800067313
1800068024
1800067317
180006
1800067312
12
7605 - 518581
06/01/2010
0611512010
06129/2010
06108/2010
0612212010
06/08/2010
06/2212010
06/01/2010
06/0812010
06/22/2010
06/2012010
06/0812010
06/2212010
06/0112010
0610812010
06/1512010
06/2212010
06/29/2010
06/08/2010
06122120/0
06/2212010
06/2612010
06/1 512010
07/19/2010
06/3012010
0613012010
0613012010
06130/2010
06130/2010
06130/2010
06/30/2010
06/30/2010
0710112010
7.25
7.25
7.25
6.00
6.00
6.00
6.60
6.00
6.00
6.00
6.00
3.00
3.00
3.00
3.06
3.00
3.00
3.00
3.60
3.00
67.26
33.93
12
49,312.69
1
1,401.57
279.60
243.60
175.49
142.79
80.25
68.25
240.45
vie-lafm
101.19
1 2,163.00
49,312.69
4,137.52
240.45
Page. 19
Page: 20
ap kHi t
08102/2010
8 :42AM
Check History Listing
CITY OF ARROYO GRANDE
P 20
Bank code: boa
Check #
Date Vendor
status Clear/Vold Date Invoice
Inv. Date
Amount Paid
Check Total
146294
0712312010 006091 ,JOHN DEERE LANDSCAPES
54981
0612412010
10.76
10.76
1 4629
0712312010 007980 DRUM S D H L 1 01
061
06/1412010
1 50.00
1 50.00
146290
0712312010 007985 WILLIAM R DYER
8136
0711312010
4,240.00
4
146297
07/23/2010 000240 FARM SUPPLY CO
354168
0611012010
876.38
360844
0611712010
273.97
346668
06103/2010
224.57
360632
06/1 712010
126.13
359671
06/1612010
73.38
344958
0610212010
61.11
358548
0611812010
57.32
345402
0610212010
37.37
1,430.23
146298
0712312010 000262 FRANK'S LOCK & KEY
30694
0613012010
46.98
46.98
146299
07/23/2010 007976 SHANE KING
071410
0711412010
30.00
30.00
146300
07123/2010 007977 CANDICE LARS N
071410
0711412010
65.00
66.00
146301
07/2312010 007760 O LIVIA ///MILLER
2010.310
0613012010
843.76
843.76
146302
0712312010 000429 MINER'S ACE HARDWARE,
L19431
06/3012010
112.23
K84016
0612812010
35.29
L1 9442
0613012010
3.81
151.33
146303
07123/2010 007978 ANDREA M NTES
071410
0711412010
30.00
30.00
146304
07123/2010 000444 MUSTANG TREE DARE
107
0613012010
1
1,200.00
146305
07/2312010 000464 NE II AN TRAFFIC SIGNS,
TI 0223438
0710612010
60.19
60.19
146306
0712312010 000466 NOBLE SAW, INC
58709
06/3012010
596.44
D
87517
0611712010
11 7.67
8 7516
06117/2010
99.04
88706
06130/2010
78.63
CL
87519
0611712010
63.00
87518
0611712010
60.43
87520
0611712010
40.01
1
N�
Page: 20
a pHist Ch History Listing Page: 2 1
08!02/2010 8:42AM CITY OF ARROYO GRANDE
Bank code: boa
Check # Date Vendor Status Clear/Vold Date Invoice Inv. Date Amount Paid Check Total
146307 07/23/2010 009503 POOR RIC HARD'S PRESS, 212695 06/22/2010 173.66
Page: 21
2
06/28/2010
159.66
212737
06/23/2010
79.39
412.75
146308
0712312010 003031 ROBERTSON SUPPLY
6577
06130/2010
232.45
232.45
146309
07123/2910 602142 SAN LUIS PAPER CO
663609
96/2512910
446.
603507
06/24/2019
493.90
663152
06/21/2010
-39.04
811.17
14631
07/23/2010 000564 SLO COUNTY NEWSPAPERS
6689 806
06127/2010
599.42
6889135
06/02/2010
143.14
6691326
06/15/2010
128.60
6688566
06/01/2010
1 09.48
986.84
1 46311
07/23/2010 009616 STERLING
25643
06/3612010
16.1
15.16
146312
07123/2010 007979 A IMEE SWANS ON
071410
0711412010
30.06
39.00
1 46313
07/23/2010 002137 VERIZON WIRELESS ELESS
0885954620
0710712016
42.93
42.93
146314
07/23/2010 007049 VORTEX INDUSTRIES INC
01 - 541 402 -1
06/3012016
1
1 ,701.57
146315
07/2312010 060688 WEST C VINA NURSERIES
39471
0613612010
714.45
714.45
146316
07/2612010 003838 BILVAB OIL COMPANY, INC
245205
07/0712010
3 . 42
245206
07/06/2010
- 564.47
2,905-95
146317
0712612010 009673 DS POSTAL SERVICE
METER #42 167122
07/22/2016
3
3,090.00
146318
07/26/2010 007974 J E D BINGHAM
Ref600104433
07/15/2010
101.19
101.19
146319
07/2612010 007981 CHRISTINA H LMES
Ref000104462
0712012010
131.35
131.35
146320
07/26/2010 007984 TOM LAUGEN
Ref 0 1 04466
071201201
59.39
59.39
D
146321
0712612010 607983 Z ACKERY MILLER
Ref000104464
0712012010
74.94
74.94
146322
0712612010 007976 PLUS PROPERTY MG MT
Ref0 010443
0711512010
17.24
17.24
146323
0712612010 007982 KENDRA SID
Ref00104463
071201291
11.30
11.30
N co
'146324
0712612010 006188 B1� ARCHITECTS
'1209001108
0111412010
1 7
w�
Page: 21
Page. 22
a pCkHist
0810212010
8 :42A !
Check History Listing
CITY OF ARROYO GRANDE
Pag 2 2
Bank coda: boa
Check #
Date Vendor
status ClearNoid Date Invoice
Inv. Date
Amount Paid
Check Iota!
1209001109
01/14/2010
14.
17, 688.26
146325
07/26/2010 007005 KAESER & BLAIR INC
905961
05/17/2010
754.09
00504222
05/20/2010
336.46
1,091.48
146326
07/26/2010 007761 SPIEBB CONSTRUCTION CO
PW 2009 -
07/02/2010
7
7,731.45
146327
07127/2010 000058 BANK F AMERICA
V 07/27/2010
0.00
0.00
146328
07/27/2010 000066 BANK OF AMERICA
7/6 -2069
07108/2010
4,703.69
7/8-2050
07/08/2010
2
7/6 - 7762
07/0812010
818.83
7/8 -0915
07/08/2010
350.21
7/8 -9444
07/08/2010
1 52.71
7/8- 2055(2)
07/08/2010
174.48
7/8 -2083
07/08/2010
172.72
7/8- 7762(2)
07/08/2010
160.52
718 -2561
07/08/2010
130.18
7/8 -3930
07/0812010
83.65
7/8- 2063(2)
07/08/2010
49.95
7/3 - 9436
07/0812010
15.83
7/3 - 4272
07/08/2010
15.00
7/3 -6736
07/08/2010
12.38
5,033.58
146329
07/27/2010 003005 C N OA REGION 6
072210
07/27/2010
30.00
30.00
146330
07/28/2010 000051 AVILA SIGN & DESIGN ( DBA)
4363
06/18/2010
1,363.44
1,363.
148331
07/26/2010 007987 BATTERY UNIVERSE INC
1 1176
06/28/2010
172.37
172.37
146332
07128/2010 001917 BOB'S EXPRESS WASH
JUNE 2010
06/3012010
136.00
188.00
146333
07/28/2010 001577 BIDINE PRINTING (UBA)
14237
05/25/2010
1,324.35
CREDIT
06/30/2010
234.12
1
'148 4
�
0 7/28/20'10 006690 CANNON
07'22'10
072212010
2
�
49023
08/30/2010
110.00
2
CL
146335
07/28/2010 005255 CBC INNOVIS, INC
0182021211
06/30/2010
10.00
10.00
146336
07/2812010 000163 CHERRY LANE
28441
06/30/2010
579.
N
^
ice/
Page. 22
Page: 23
awpCkHist
08!0212010
:42AM
Check History Listing
CITY OF ARROYO # ANDE
bags: 2
Bank code:
boa
Check #
Dante Vendor
Status Clean old Date Invoice
Inv. Date
Amount Paid
Check Total
23467
06 #17/2010
434.39
1,414.62
146337
07 #23!2010 006039 CHEVRON & TEXACO AID
25633462
07/06/2010
339.64
339.84
146338
07/2612010 000171 CLINICAL LABORATORY OF
908714
07/09/2010
666.00
866.09
146339
07/2312010 005167 CREDIT BUREAU, THE
DLIENT##0015077
08!3012010
90.04
90.04
146340
07/2812010 000195 CRYSTAL SPRINGS WATER
0926576/0935373
06/30/2010
5.00
5.00
146341
07/2812010 001840 DELL MARKETING ETING LP
XDXF4F1T2
0613012010
3
3,308.78
146342
0712812010 007 990 DEPT OF FORESTRY AND
97493
0711912010
589.75
589.75
146343
0712812010 003475 D-KAL ENGINEERING INC
PW 2008-07A
0712712010
30, 530.85
30, 530.65
146344
0712812010 007988 EVIDENT CRIME SCENE
54318A
06117/2010
106.50
106.50
146345
07128/2010 004372 GARING TAYLOR &
10834
0613012010
108.75
108.75
146340
0712812010 000330 GSA-INFORMATION TECH
278
0711212010
554.52
554.52
146347
0712812010 005201 JAS PACIFIC
X31 1048 1
0716712010
5,184.00
5,184.00
146343
07128/2016 006705 ON TRAC.
5353304
0710312010
5.00
5.00
146349
0712812010 000431 PACIFIC GAS & ELECTRIC
7113 - 620838
0711312010
309.64
7119- 154503
07 #19/2610
56.47
711 3 - 761296
0711312010
11.45
7113- 190316
0711312010
9.16
386.12
140350
07128#2010 007108 PARAMOUNT CLEANERS
3213
0710112010
651.25
651.25
146351
0712812010 004158 PHOENIX GROUP
062010157
0710612010
142.33
142.33
145352
0712812010 007936 PRECISION CONCRETE
062910 -1
0812212010
12,291.25
12,291.25
D
146353
07/2812010 007326 RUSH TRUCK CENTER
145422
0613012010
55.48
55.46
c.Q
-
148354
07128/2010 000552 SLO COUNTY
740A
0710212010
304.00
304.00
146355
0712812010 006696 SLO COUNTY
663010
0613012010
80.00
80.00
146356
0712812010 008154 SOUTH COUNTY AREA
7465 -10 -015
0710112010
3,518.6
3,516.69
N o0
CA 0
Page: 23
apCkHi t
Check History Listing
0883248228
06/26/2010
Page: 2
06102/2010
:42AM
CITY OF ARROYO GRANDE
0712812010 007 11ATE1 SYSTEMS
0143
0613012010
Banc code:
boa
148363
0712812010 000689 VILEST PAYMENT CENTER
820902369
C heck #
Date Vendor
Status Clear/Vold Date Invoice
Inv. Data
Amount Paid
Check Total
146357
07/28/2010 000623 SUNSET NORTH TH CAR WASH
2265
06/30/2010
383.07
333.07
146353
0712312019 007989 MARY ANNE SY ERS N
072919
07/20/2010
45.00
45.66
146359
07126/2019 905365 TODD ENGINEERS
462023-
04/08/2010
9
9,694.17
1 46300
07123/2010 00480 T SPORTS
93595621
0710712010
2,271.61
2,271.61
146361
0712812010 002137 VERIZON WIRELESS
0885135387
0710412010
RAQ 69
0710712010
Page: 24
0883248228
06/26/2010
24.77
894.46
146362
0712812010 007 11ATE1 SYSTEMS
0143
0613012010
938.00
935.00
148363
0712812010 000689 VILEST PAYMENT CENTER
820902369
0710112010
187.80
167.80
146364
0712812010 900704 WITMEI -TYSON IMPORTS
T8043 -A
0610112010
1 ,503.81
1
148370
0713012010 007241 ANIMAL SERVICES
070710
0710712010
22,908.00
2 + 908.00
140371
0713012010 0031 AQUA-METRIC SALES
0033842 -I[
07/08/2010
1
1
146372
0713012010 007991 GERALD ARSENEAU
072910
0712912010
196.00
156.00
146373
0713012010 005507 AT & T
717-7480
0710712010
68.61
65.61
146374
0713012010 991944 BASIC CHEMICAL
S115758299
0711912010
751.88
S115753153
0710712010
412.88
1,164.43
146378
0713012010 967599 BEET BEI I IN EF
072910
0712912010
339.00
339.00
146376
0713012010 000078 BLUEPRINT EXPRESS
101 71
0711 412010
108.78
10250
07/21/2010
43.82
152.27
146377
0713012010 997992 ED[ A B SCH
672110
071211201
30.00
30.00
146373
07/30/2010 000094 B1 U11 IT DIESEL, INC
16876
0712012010
147.00
16861
0712012010
147.00
294.00
t>
146379
0713012010 000603 CARQUEST AUTO PARTS
7314 -42211
0711412010
272.05
CL
7314 - 424190
07/2312010
69.42
341.47
1 46380
07130/2010 003988 CENTRAL COAST
A -23633
07/0312010
33.00
33.00
c�
N o0
Page: 24
ap kHist Check History Listing Page: 2
08/02/2010 :42AM CITY OF ARROYO GRANDE
Bank code: boa
Check # Date Vendor status clear! oid Date Invoice Inv. Date Amount Paid check Total
146331 97/3912910 666291 D G REPAIR (DBA) 3518 07120/2010 243.56
Page: 2
593
07115/291
185-80
429-36
146332
07/3012010 965991 JOHN DEERE LANDSCAPES
55112163
07/07/2919
1.67
1.67
146363
6713012010 969298 J B DEIJAR, INC
612229
07/1512019
114.62
735592
0711612919
64.45
91 9747
07122/2010
12.88
192.15
146334
07130/2010 996648 DNB INDUSTRIAL SUPPLY
118631
67123/2610
332.56
1 18686
0711 9/2619
259.69
592.38
1 46385
07/30/2010 663657 DYNAMIC IMAGING
669316
06/09/2010
1
1,826,5
146386
97/36/2616 607993 STADY EASLEY
672116
07/21/2010
30.00
36.06
1 46387
6713012019 606926 ECONOMIC VITALITY CRP
07291
07/2912619
411.99
41 1.99
146388
0713012010 003657 ESRi
92192664
0711612019
417.50
417,50
146389
0713012010 007994 1 ARIO ESTRADO
072116
07/21/2010
30.00
30.90
146390
0713012010 997743 FA I ON PIPE AND SUPPLY
127349
0710912010
3
3,469.13
146391
0713012010 991334 PASTENAL COMPANY
CALU139737
071141201
55.63
55.63
146392
0713012010 991525 FERGUSON ENTERPRISES,
6314000
07/2012010
767.23
6303576
07119/2010
668.59
6303576 -1
0712012010
293.63
6303304
07/19/2010
262.75
6153634
07/06/2010
1 79.44
6303642
071211201
94.62
63000932 -1
07/21/2010
45.66
6300932
07/15/2010
19.56
2,351.52
146393
07/30/2010 000262 FRANK'S LOCK & KEY
36727
071081201
92.44
92.44
c�
146394
0713012010 000605 THE GAS COMPANY
71 ' 1 3 - 1 3 7 5
0 7/13/2010
194.65
711 3 -356
071131201
83.95
7112 -269
6711212910
32,03
310.83
�
N o0
0
Page: 2
apHit Check History Listing Page: 26
08/02/2010 : 2A M CITY OF ARROYO GRANDE
Bank co boa
C heck # Date Vendor Status Clear/Vold Date Invoice Inv. Date Amount Paid Check Total
Page: 2
146396
'07/30/2010 007995 MELANIE GOVEA
072110
07/21/2010
30.00
30.00
146396
07/30/2010 002358 GREAT WESTERN ALARM
100702323101
08/01/2010
23.00
28.00
146397
07/30/2010 000291 HAAI E R EQUIPMENT, I N D
74772
07/07/2010
812.79
812.79
146393
07/30/2010 000 357 JOHNSON E N I I E E F I N
7503
07/19/2010
66.00
65.00
146399
07/30/2010 000333. SUSAN LINT IER
071210
07/12/2010
257.66
257.66
146400
07/30/2010 007996 MARY AN N LOPEZ
07211
07/21/2010
232.50
232.60
1 40401
07/30/2010 004763 ,SON MACHADO
072110
071211201
30.00
30.00
1 46402
07/3012010 007997 DEBRA MEEKS
072910
07/2912010
486.00
465.00
146403
07/3012010 000429 MINER'S ACE HARDWARE,
K4214
0712612010
225.03
42 120
07/26/2010
163.81
L2 122
07/15/2010
84.49
K41 775
07/2312010
75.61
K41203
0711912010
59.74
L21651
07/1912010
36.41
L21 526
07/1712010
33.60
L21189
07/15/2010
29.34
K97420
07/1612010
26.08
K99705
07/1912010
19.63
K81342
0710912019
1 5.20
K3925
07/01/2010
13.04
K40527
07113/2010
9.78
K40056
07109/2010
7.95
L21563
07118/2010
1 .09
L21529
0711712010
- 16.30
789.30
D
146404
07/30/2010 006334 TAMMY M YNAGH
072210
07122/2010
235.00
235.00
ca
146405
0713012010 000441 MULLAHEY FORD
F CS207850
07/1612010
49.53
49.53
CL
146406
07/3012010 007998 NARTEC INC
5569
07/1512010
39.75
39.75
146407
07/30/2010 000832 NET DAY SINS
3546
07/07/2010
332.53
332.53
c�
N o0
000
Page: 2
apCkHlst Check History Listing Page: 27
08/02/2010 : 2AM CITY OF ARROYO GRANDE
Ba nk code: boa
C heck # Date !lender Status ClearNold Date Invoice Inv. Date Amount Paid Check Total
146408 07130/2010 002146 NFPA - NATL FIFE 4928618Y 07/99/2610 516.01 516.01
146409 07130/2010 000468 O FFICE DEPOT 525004920001 07/06/2010 52 97
Page: 2
k
5263041
07116/2010
22.29
75.26
146410
07/3012010 001739 PACIFIC GAS & E L EC TRIC
7/19
07119/2010
14, 813.50
14, 813.50
14641
07/30/2010 000498 PITNEY BOWES, INC
7147128 -JY10
07/13/2010
56.00
56.00
14641
07/3012010 006505 Q'S ALTO BODY
445471
07/2712010
290.00
200.06
146413
07/30/2010 000523 R & T EMBROIDERY, EF Y, INC
36910
07/18/2016
10.12
10.12
146414
07/30/2010 007551 DAN RENEE EE
072310
67/23/2010
75.00
75.60
14641
07130/2010 004134 RETAIL ACQUISITION #REV.,
29705958
07113/2010
45.77
45.77
146416
07130/2016 000545 CITY OF SAN LUIS O BISPO
S030000104
0710112010
4,000.00
4
146417
07/3912010 002142 SAN LUIS PAPER
605186
07116/201
635.70
605137
0711612010
434.59
1,120.29
14641
07/3012010 000550 SLO COUNTY AIR
13164
0710912010
479.12
479.12
1 46419
07/3012010 009553 SLO COUNTY
072610
0712612010
50.00
50.09
146420
0713012019 090598 SNAP- TOOLS CORP
198097
07107/2010
75.85
75.85
146421
0713012610 907176 SPRINKLER LEF DING INC
17231
0710512010
324.00
17232
0710512010
230.96
554.90
146422
0713012010 000613 STATEWIDE SAFETY &
79899
0710212010
92.55
92.55
146423
07/30/2016 006616 STERLING
25655
07111/2010
141.00
141.00
146424
07/3012019 000624 SUPERIOR QUALITY
36912
0710112010
1,496.31
1 1 496.31
c�
146425
07/30/2010 906551 UNITED STAFFING ASSOC.
970538
71
0 21 2010
1
070393
07/14/2010
361.68
1
CL
146426
07130/2010 002933 UNIVAR USA, INC
562271
07/19/2010
1,232.66
1232.66
146427
07139/2016 002609 1J ATE/ B YS PLUMBING
15015
07163/2010
127.50
N o0
Page: 2
k
Page: 28
apkHist
08/0212010
:Ai
Check History Listing
CITY OF ARROYO GRANDE
Pa ge: 2
Bank code:
boa
Check #
Date Vendor
Status ClearNoid Date Invoice
Inv. Date
Amount Paid
Check Total
16016
07!0712010
105.00
232.60
146423
07/30/2010 000687 WAYNE'S TIRE, INC
794269
97/9112019
176.96
176.96
146429
07/30/2010 004997 WELLS FARGO BANS{ NATL
RDA 2007 TALC
06/15/2010
278,641.26
278,641.26
146430
07/30/2010 000699 LEE WILSON N ELECTRIC
321 -1
07/12/2010
275.82
276.82
1 46431
07/30/2010 00 507 AT & T
070710
0710712010
32.30
32.30
1 46432
07/3012010 000094 BF MIT DIESEL, INC
24696
0711612010
19.17
19.1
146433
07/3012010 000096 BURTON'S FIRE, INC.
64274
07!22/2010
83.58
63.66
146434
07/30/2010 000603 CARQ UEST AUTO PARTS
7314 424671
0712712010
23.57
23.67
146435
0713012010 0001 L N CURTIS & SONS
1 196818 -00
071221201
332.78
332.78
1 46436
07/301201 000206 J B DEAR, INC
735933
0711 912010
51.68
51.68
146437
0713012010 006421 R I KI HEATH
071910
0711912010
13.96
13.96
146433
0713012010 006327 INTERSPIRO INC
131552
07!0812010
339.69
339.69
146439
07/3012010 004899 MATTHEW MIHLHAUSER
072710
0712712010
92.69
92.00
146440
0713012010 000429 MINER'S ACE HA
K96514
07114/2010
24.96
X4131
0712012010
21.73
46.69
146441
0713012010 000468 OFFICE DEPOT
526032913001
0711412010
74.08
525992044001
0711412010
66.77
526343660001
071161201
43.41
184.26
146442
0713012010 002751 RANGE MASTER
4293
07/26/2010
1,014.09
4266
07/02/2010
907.90
4262
0710712010
129.60
D
4272
0711612010
86.98
4275
0711 912010
21.74
2,160.31
CL
146443
0713012010 002177 SECRETARY Y OF STATE
072010
07/20/2010
1.00
1.00
0
c�
146444
0713012010 000637 TEXAS REFINERY CORP
852334
'1
264.8
264-58
264.53
w 0
146445
071301201 006054 TIMES PRESS RECORDER DER
A CT#�240- 00120537
0713012010
9.69
9.60
o 0
Page: 28
ap kHist
Check History Listing
Page:
0810212010
: 2AM
CITY OF ARROYO AIDE
Bank code:
boa
C heck #
Date Vendor
Status Clear/Void Date Invoice
Inv. Date
Amount Paid
Check Total
1 46446
07 /30/2010 002370 TITAN INDUSTRIAL
1 1856
07/22/2010
23.82
23.82
1 46447
07/30/2010 00531 TRACE Ar ALYT1 S, INC
010-4750
07/1312010
150.00
10-4548
07/08!201
10-00
160-00
140443
07/3012010 000606 UNITED RENTALS
38520005001
07/14/2010
1
1,114.70
D
c�
c�
CL
0)
c�
w 0
456 checks in this report
b Total: 1
Total Checks. 1,1'12
Page: 29
ATTACHMENT 2
CITY of ARROYO GRACE
DEPARTMENTAL LABOR DISTRIBUTION
PAY PERIOD
61111201 - 6124/201
X7/02/1
FUND 919
378
FIND 229
16,207.51
FUND 228
1
FIND 284
1,355.87
FUND 285
1,119.14
FUND 612
7,309-80
FUND 540
20,028.04
349.50
A '19 0 01
5101
Salaries Full time
199,738.43
5102
Salaries Part -Time - PPT
20,120.03
5103
Salaries Part -Time - TPT
1 7,330.58
5105
Salaries OverTime
9
5107
Salaries Standby
349.50
5198
Holiday Pay
7,943.58
5109
Sick Pay
5
5110
Annual Leave Buyback
-
51 11
Vacation Buyback-
5112
Sick Leave Buyback
-
51 13
Vacation Pay
8
5114
Comp Pay
2
5115
Annual Leave Pay
6
5121
PERS Retirement nt
74,782.10
5122
Social Security
19
5123
PARS Retirement
504.49
5126
Mate Disability Ins.
1 ,272.99
5127
Deferred Compensation
736.59
5131
Health Insurance
43,328.27
5132
Dental Insurance
4,595.19
5133
Vision Insurance
1,079.87
5134
Life Insurance
545.51
5135
Long Term Disability
-
5143
Uniform Allowance
-
5144
Car Allowance
575.00
5148
Council Expense
-
5147
Employee Assistance
-
5148
Boot Allowance
5149
Motor Pay
150.00
5159
Bi- Lingual Pay
125.00
5151
Cell Phone Allowance
350.90
426,824-81
Agenda Item 8.a.
Page 32
ATTACHMENT 3
CITY OF ARROYO GRANDE
DEPARTMENTAL LABOR DISTRIBUTION
PAY PERIOD
6125/2010 -7/8/2010
07/16110
FUND 010
434
6101
Salaries Full time
182,324.36
FIND 220
16
5102
Salaries Part -Tine - PPT
16
FUND 226
21863-55
5103
Salaries Part -Tune - T PT
17, 720.95
FUND 284
2
5105
Salaries OverTime
11
FUND 285
1
5107
Salaries Standby
372.75
FUND 612
8 } 723.19
6103
Holiday Pay
14
FUND 640
22
5109
Sick Pay
2
489,639.24
5110
Annual Leave Buyback
48
5111
Vacation Buyback
11658.40
6112
Sick Leave Buyback
-
113
Vacation Pay
11,029.91
5114
Comp Pair
8,465-71
5115
Annual Leave Pay
14
8121
PET S Retirement
74,711.17
5122
Social Security
24,307.30
5123
PARS Retirement
528.17
6128
State Disability Ins.
1
6127
Deferred Compensation
736.59
6131
Health Insurance
38,554.84
5132
Dental Insurance
4
5133
Vision Insurance
979.19
6134
Life Insurance
546.51
5135
Long Terre Disability
988.68
6143
Uniform Allowance
9
5144
Car Al
676.66
5146
Council Expense
-
5147
Employee Assistance
202.54
5148
Boot Allowance
2,700.00
5149
Motor Pay
150.99
5150
Bi- Lingual Pay
125.00
5161
Cell Phone Allowance
308.09
489
Agenda Item 8.a.
Page 33
ATTACHMENT 4
CITY of ARROYO GRANDE
DEPARTMENTAL LABOR DISTRIBUTION
PAY PERIOD
7191201 - 7/22/2010
07130110
FUND 010
273
5101
Salaries Full time
213
FUND 220
13
5102
Salaries Part-Time - PPT
17,854.70
FUND 226
1
5103
Salaries Part -Tire - TPT
26
FIND 284
854.66
5105
Salaries OverTime
23
FUND 285
1
5107
Salaries Standby
358.50
FIND 290
102
5108
holiday Pay
202.02
FUND 812
8
5109
Sick Pay
1
FUND 840
18, 373.80
5110
Annual Leave Buyback
-
418,849.4
5111
Vacation Buyback
1
5112
Sick Leave Buyback
-
113
Vacation Pay
20
5114
Comp Pay
2
5115
Annual Leave Pay
99847.00
5121
PERS Retirement
78,013.58
5122
Social Security
21,875.50
5123
PARS Retirement
574.24
5126
State Disability Ins.
1
5127
Deterred Compensation
-
131
Health Insurance
-
132
Dental In rance
-
5133
Vision Insurance
5134
Life Insurance
-
5135
Long Terra Disability
-
143
Uniform Allowance
-
144
Car Allowance
-
5146
Council Expense
-
5147
Employee Assistance
-
148
Boot Allowance
-
5149
Motor Pay
-
1 g
Bi- Lingual Pay
-
1 1
Cell Phone Allo wance
-
418,849.84
Agenda Item 8.a.
Page 34
o
INCORPORATE
lc JULY 10. 191'
co
Aq
MEMORANDUM
To: CITY COUNCIL
FROM: ANGELA K AETSCH, DIRECTOR of ADMINISTRATIVE ATII E SEF ICE
BY: MICHELLE MAYFIELD, TREASURER
SUBJECT: CONSIDERATION of STATEMENT of INVESTMENT T DEPOSITS
DATE: AUGUST 10, 2010
RECOMMENDATION:
It is recommended the City Council receive and file the attached report listing the current
investment deposits of the City of Arroyo Grande, as of June 30, 2010, as required b
Government Code Section 3b.
FINANCIAL IMPACT:
There is no funding impact to the City related to this report. However, the city does receive
interest revenue based on the interest rate of the investment(s).
BACKGROUND:
This report represents the city's investments as of June 30, 2010. It includes all investments
managed by the City, the investment Institution, investment type, book value, maturity date, and
rate of interest. As of June 30, 2010 the investment portfolio was in compliance with all State
lavers and the City's investment policy.
ANALYSIS of ISSUES:
The Director of Administrative Services has historically submitted to the City Council a monthly
report, providing the following information:
1. Type of investment.
2. Financial institution (bank, savings and loan, broker, etc.
3. Date of maturity.
ity.
4. Principal amount.
5. Fate of interest.
6. current market value for all securities having a maturity r of more than 12 months.
7. Relationship hip of the monthly report to the annual statement of investment policy.
Agenda Item 8.b.
Page 1
CITY COUNCIL
CONSIDERATION OF INVESTMENT T DEPOSITS
AUGUST 1, 2010
PAGE 2
ALTERNATIVES:
The following alternatives are provided for the Council's consideration:
-
Recommended Al er a ive - Approve staff's recommendation to receive and file the
attached report listing the current investment deposits.
-
Do not approve staff's recommendation
- Provide direction to staff
ADVANTAGES:
Safety of principal is the foremost objective of the City. Investments are undertaken in a
manner that seeks to ensure the preservation of capital in the overall portfolio.
DISADVANTAGES:
Some lever of Brisk is present in any investment transaction. Losses could be incurred dine to
market price changes, technical cash flow complications such as the need to withdraw a non-
negotiable Time Certificate of Deposit early, or even the default of an issuer. To minimize such
risks diversifications of the investment portfolio by institution and by investment instruments are
being used as much as is practical and prudent.
ENVIRONMENTAL REVIEW:
II:
No environmental revie w is required for this item.
PUBLIC NOTIFICATION AND COMMENTS:
MENTS:
The Agenda was posted in front of City Hall on Thursday, August b 201. The Agenda and
report were posted on the City's website on Friday, August 6, 2010. No public comments rere
received.
Attachments:
1. Portfolio Summary: June 30, 2010
Agenda Item 8.b.
Page 2
ATTACHMENT 1
C;1T F
'x
F
' +
. : 7% r --
'CAL R ,, •
CITY O ARROYO GRANDE
Portfolio Management
Portfolio Summar
r
June 30, 2010
City o Arroyo Grande
214 E. Branc St.
Arroyo G rande, CA 93430
Ph one. (805)473 - 5400
I nterest
Investments Book Value Interest Rate Rate PY Date of Purchase Term Maturity Date of Portfolio
ww�n ^ru n uiu iu iii r�rrrr - -- -
Local Agency Inve trnent Funds 1 8,756,041.21 0.528 1 .377% 96.46%
Certioates of Deposit - Banks
Golden Security Bank
00,000.30 4.40
October 9, 2006
760 October 9, 2010
0.46%
Fiat Federal Bank of California
99,000.00 2.53%
September 16, 2009
731 September 21, 2011
0.51
Redding Bank of Commerce
250,000.00 2.40%
September 21, 2009
913 March 21, 2912
1.29
First Republic Bank
250,000.00 3.00%
November 9, 2009
36 mos November 9, 2012
1.29
Total Certificates of Deposit
669,000.00
3.54%
D
Total Investments
19,445,041.21
100.00
t�
c�
CL
0
t�
c� 00
wC
THIS PAGE INTENTIONALLY LEFT BLANK
Agenda Item 8.b.
Page 4
MINUTES
SPECIAL MEETING F THE CITY COUNCIL
TUESDAY, ,JULY 13 201
COUNCIL CHAMBERS, 215 EAST BLANCH STREET
ARROYO GRANDE, CALIFORNIA
1. ROLL CALL.
Mayor Ferrara called the special meeting to order at 6.46 p.m. Council Member Chuck Fellows,
Council Member Joe Costello, Council Member Caren Ray City Manager Steven Adams, and
City Attorney Timothy Carmel were present. Mayor Pro Tern Guthrie was absent.
2. PU BLIC COMMENT:
MENT:
None.
Mayor Pro Tern Guthrie arrived a t 6:47 p.m.
3. CITY COUNCIL CLOSED SESSION:
a. PUBLIC EMPLOYEE PERFORMANCE EVALUATION pursuant to Government Code
Section 54957:
Title: City Attorney
4. RECONVENE TO OPEN SESSION
Mayor nor Ferrara announced that there was no reportable action from the closed session.
5 . ADJOURNMENT:
The meeting was adjourned at 6.55 p.m.
Tony Ferrara, Mayor
ATTEST:
Kelly Wetmore,, city Clerk
(Approved at CC Mtg
Agenda Item 8.c.
Page 1
MINUTES
REGULAR MEETING of THE CITY COUNCIL
TUESDAY, JULY 13 2010
COUNCIL CHAMBERS, 215 EAST BRANCH STREET
ARROYO GRANDE
1. CALL To ORDER
Mayor Ferrara called the Regular City Council meeting to order at :00 p.m.
2. ROLL CALL
City Council: Council Member Joe Costello, Council Member Chuck Fellows, Council
Member Caren Ray, Mayor Pro Tem Jim Guthrie and Mayor Tony Ferrara
were present.
City staff Present: City Manager Steven Adams, City Attorney Tires Carmel, Director of
Legislative and Information Services /City Clerk Kelly Wetmore, Director of
Recreation and Maintenance services Doug Perrin, and Community
Development Director Teresa McClish.
3 . FLAG SALUTE
Mike Lumberdini, representing Knights of Columbus, led the Flag salute.
4 . INVOCATION
Pastor Robert Banker, O pen Door Church delivered the invocation.
5 . SPECIAL PRESENTATIONS
Done.
8. AGENDA REVIEW
6.a. ordinances Read in Title Only.
Council Member Costello moved, Mayor Pro Tern Guthrie seconded, and the motion passed
unanimously that all ordinances presented at the meeting shall be read in title only and all further
readings be waived.
7 . CITIZENS' INPUT C MME TS AND SUGGESTIONS
Patty welsh Pradera Court, stated she had finally met with City Manager Adams, however, he did
not answer most of her questions; referred to Municipal Code section 10.16.010 prohibiting
parking which she believed would have been effective in resolving her complaint; e
concern about the City's lack of transparency. she further e concerns about the reduced
time limit on public comment during consideration of the Centennial Plaza project; that the City
needs to work harder on informing the citizens on meetings that will be contentious and allow more
time for citizens to speak. she said she would be happy if the City was truly transparent and
financially responsible; and encouraged more people to run for Mayor.
8. CONSENT AGENDA
Mayor Ferrara invited members of the public who wished to comment on any Consent Agenda Item
to do so at this time.
Steve Foss, referred to Item 8.j. (Fund Transfer for the Bast Branch streetcape Project) and
inquired about the revenue shortfall and the proposed fund transfer.
Agenda Item 8.c.
Page 2
Minutes: City Council Meeting
Tuesday, July 13,
Page
At Mayor Ferrara's request, City Manager Adams explained there would be a transfer of excess
funds from the Pavement Management Program to cover costs in the E. Branch street cape
project. He explained that a portion of the project was grant funded and that some of the
improvements related to the crosswalks were not eligible for reimbursement from the grant;
therefore, staff was recommending the proposed fund transfer.
Hearing no further comments, Mayor Ferrara closed the public comment period.
Action: Council Member Fellows moved, and Council Member Ray seconded the motion to
approve consent Agenda Items 8.a. through 8.j., with the recommended courses of action. city
Attorney Carmel read the full title of the Ordinance in Item 8.f. The motion passed on the following
roll -call vote:
AYES: Fellows, Ray, Costello, Guthrie, Ferrara
NOES: None
ABSENT: T: None
8.a. Cash Disbursement Ratification.
Action; Ratified the listing of cash disbursements for the period June 16, 2010 through
June 30, 2010.
8.b. Consideration o Approval o f Minutes.
Action: Approved the minutes of the Regular city council Meeting of June 8, 201 , and the
Reg City CounciI F edevelopment Agency Meeting of June 22, 2010, as submitted.
8.c. Consideration of a Resolution Accepting the Results of the special Municipal
Election Meld Tuesday, .June 8, 2010.
Action: Adopted Resolution olution No. 4298 as follows: "`A RESOLUTION OF THE CITY
COUNCIL OF THE CITY OF ARROYO GRANDE ACCEPTING THE CERTIFICATE OF
THE COUNTY CLERK - RES LTS OF CANVASS OF ALL COTES CAST A T THE JUNE
2010 CONSOLIDATED SPECIAL MUNICIPAL ELECTIGN'Y
8.d. Consideration of Council Appointment to Planning Commission.
Action: Approved the recommendation of Council Member Caren Ray to appoint Jennifer
Martin to the Planning Commission.
8.e. Consideration of a severer system Management Plan SSI IP and Fats, Oils and
Grease (FOG) Program Member Agency IAA Agreement with south San Luis Obispo
County Sanitation District SSLGDSD .
Action: Approved the Member Agency Agreement for south San Luis Obispo county
Sanitation District to continue to manage the Severer System Management Plan SSMP and
the Fats, Oils and Grease (FOG) control Program for the city.
8.f. Consideration of Adoption of an Ordinance Adding Chapter 5.90 to Title 5 of the
Arroyo Grande Municipal code Regarding Bingo and Remote Caller Bingo Games.
Action: Adopted Ordinance No. 825 as follows: "ASV ORDINANCE OF THE CITY
COUNCIL OF THE CITY OF ARROYO G D GRANDE ADDING CHAPTER 5.90 TO TITLE
OF THE ARROYO GRANDE MUNICIPAL CODE REGARDING BINGO AND REMOTE
CALLER BINGO GAZES
8.g. Consideration of Acceptance of the Elm street Community center ADA Retrofit
fit
Project, PW 2009-10.
Agenda Item 8.c.
Page 3
Minutes: City CouncH Meetin
Tuesday, July 13, 2010
Page
Action: 1 Accepted the project improvements as constructed by Spiess construction co.
Inc. in accordance with the plans and specifications for the Elan street Community center
ADA Retrofit Project; 2 Approved an appropriation of $8,082 from the Community
Recreation center Impact Fund; 3 Directed staff to file a Notice of completion; and 4
Authorize release of the retention, thirty-five 8 days after the Notice of Completion has
been recorded, if no liens have been filed.
8.h. consideration of Acceptance of the Pearwood Avenue Rehabilitation Project, Pv
2010-03.
Action: 1 Accepted the project improvements as constructed by Ferravanti Grading and
Paving in accordance with the plans and specifications for the Pearwood Avenue
Rehabilitation Project; 2 Directed staff to file a Notice of Completion; and Authorized
release of the retention, thirty -five days after the Notice of completion has been
recorded, if no liens have been filed.
8.1. Consideration of Agreements to Provide Personnel and Administrative services to
the Fire cities Fire Joint Pourers Authority.
Action; 1 Approved an Agreement with the Five cities Fire Joint Powers Authority to
provide fire personnel; and 2 Approved an Agreement with the Authority to provide
administration services.
8.j. consideration of Fund Transfer for the East Branch Street cape Project, PIS 200 9-01.
Action: Approved a transfer of $41,000 from the Pavement Management Program CIP
project for the East Branch Streetscape Project to address recently discovered revenue
shortfalls.
g. PUBLIC HEARINGS
None.
10. CONTINUED BUSINESS ITEMS
None.
1. NEW BUSINESS ITEMS
'I 1.a. consideration of Maintenance options and Status Report of the Elm street off Leash
Dog Park.
Recreation and Maintenance services Director Perrin presented the staff report and recommended
the Council: 1 Approve use of wood chips as the renovation option for the Elm street off Leash
Dog Park; and 2 Review r and comment on the Elm Street Off Leash Dog Park Status report.
Staff responded to council questions regarding research on dog parks with grass that have been
successfully maintained, which were not found; that county Parks staff indicated there was no
smell associated with the use of wood chips in county dog parks; that complaints about the city's
dog park have been responded to; when public notices about the meeting were mailed to
neighboring properties; material and labor cost comparisons for placement of wood chips vs.
decomposed granite; the type of wood chips being proposed (regular or redwood); whether wood
chips needed to be watered; and whether the city's supply of wood chips can be chopped to
provide a finer surface.
Mayor Ferrara invited comments from those in the audience who wished to be heard on the matter.
Agenda Item 8.c.
Page 4
Minutes: City Council Meeting Pare
Tuesday, July 13, 2010
Cynthia Ecklund President, Five cities Dog Park Association FCDPA , thanked the council for
providing the dog park in Arroyo Grande; stated its success has caused the grass to die;
commented on the renovation options; noted the area is a half acre and serves a lot of dog owners
and dogs; noted that Waller Park in Santa Marian has grass, but it is a larger park; commented on
lack of smell from wood chips; that no irrigation is required for wood chips; expressed concern
about a grass border around the wood chips due to maintenance issues; that any type of wood
(except from palm trees) would work; and noted that the small dog area would remain as grass.
Pa!! Welsh Pradera court, thanked the council for the dog park; expressed concern with use of
pine chips; stated there was no smell from wood chips; that they help with erosion prevention;
expressed concern with decomposed granite particularly with large dogs and as it relates to
maintenance.
Steve moss, Garden street, acknowledged that wood chips are most economical; expressed
concern with erosion issues and potential for displacement of chips into drainage systems; and
stated the city could get free wood chips from various sources.
Hearing no further comments, Mayor Ferrara closed the public comment period.
Mayor Ferrara suggested continuing the item in order to visit other dog parks that use wood chips.
Council comments ensued in support of wood chips as the most cost efficient solution; that
concerns expressed about smell appeared to be minimal to non-existent; a suggestion to start with
the wood chip option as it is the most responsible solution as it relates to water use; that the
Council could consider decomposed granite rater if necessary; support for the good chips without a
grass border as the FCDPA has researched the matter; a suggestion for a built in walkway along
the fence line and area near the building for dog owners as a long term solution; and clarification
that the proposal does not include a request for any appropriation of funds..
Director Perrin explained that the proposal would be to remove all existing turf and use all wood
chips with a barrier along the edge of the fence to prevent wood chips from spilling onto the grass
in the park. He further stated that staff would bring this back with a final proposal in August to
allow for an environmental determination on the preferred option. In response to questions by
Mayor Ferrara, he clarified that there would be the ability to have a drip irrigation system. Mayor
Ferrara suggested looking at the patterns of use and the potential for providing areas of landscape
and planters around the borders or in corners to break up the look of such a large area of wood
chips. He stated that Arroyo Grande in Bloom members may be able to assist with that on a
volunteer basis.
Action: Council Member Costello moved to conceptually approve the Parks and Recreation
Commission's recommendation of wood chips as the renovation option and to direct staff to come
back with a specific proposal for final action, including funding and appropriate environmental
review. Mayor Pro Tem Guthrie seconded, and the motion passed on the following roll call vote:
AYES: Costello, Guthrie, Fellows, Flay Ferrara
NOES: None
ABSENT; Nome
Agenda Item 8.c.
Page 5
Minutes: City Council Meeting Page
Tuesday, July 13, 20 1
1 'I.b. consideration of Approval of the children In Motion su c mmlttee's
Recommendations to Eliminate the city's subsidy of the children In Motion Program.
Recreation and Maintenance Director Perrin presented the staff report and recommend the
Council. 1 Pursue various fundraising events and seek straight donations through a Friends of
Children In Motion "CIl'I,I1" group; 2 Expand specialized after - school enrichment and sports
programming; 3 Expand marketing efforts to increase enrollment; 3 Reduce future costs b
eliminating vacation and sick leave benefits for future part - time teachers and aides; 6 Restructure
department staffing and the program sites; and 6 Delay city council decision regarding the child
Care Coordinator position until August in order to consider a reorganization opportunity that may
arise due to a possible retirement within the Recreation Division.
Council questions ensued regarding the city's current subsidy of $50-55k as it relates to direct and
administrative costs; clarification concerning elimination of the savings due to Increased costs to
the General Fund for the Recreation Supervisor to supervise other recreation programs if the child
Care coordinator position is eliminated; clarification of the duties of the childcare coordinator and
Recreation supervisor positions as it relates to the Cif program and proposed restructuring
strategies; clarification of administrative costs for the Bright Futures Program; a suggestion that the
City's job descriptions be specific as to position duties and responsibilities; and clarification
concerning increases in enrollment due to marketing efforts.
Mayor Ferrara invited comments from those in the audience who wished to be heard on the matter
and upon hearing no comments, he closed the public comment period.
Council Member Costello provided the following comments:
- Does not want to see the CIM program go array;
- Acknowledged the city needs to cut back;
- Ackno wledged marketing efforts to increase enrollment and hoped future efforts will continue to
increase enrollment;
- Supported all of the Subcommittee's recommendations;
- could support elimination of the program at Branch Elementary;
- Understood this issue may have to be revisited in the future.
Council Member Fellows provided the following comments:
Believed the benefits to the community of maintaining the CII I program but making the
changes recommended by the Subcommittee far outweigh the disadvantages that may be
experienced in the short terra;
Ackno wledged the work of the Subcommittee and supported all the recommendations and to
delay the decision regarding the child care Coordinator;
Acknowledged staff's dedication to the program; can't shortchange the children in our
com
Council Member Ray provided the follo wing comments:
Noted that her children had participated in and enjoyed the program for years and it is a
fantastic and important program;
Supported the expansion of specialized after - school enrichment and sports programming to
increase revenue;
Agenda Item 8.c.
Page 6
Minutes: city council Meeting
Tuesday, July 13, 20 1
Page
- Supported the delay regarding the child Care Coordinator until August;
Suggested creation of more specific job descriptions in the future to help properly allocate
funding and staffing.
Mayor Pro `fern Guthrie provided the following comments: :
- Stated if the city eliminated or reduced efforts in this area, there are other organization that
would pick up the program;
- Believed that there has been an increase of organizations over the years providing this service;
- Stated if half of the program is going away because of Bright Futures, it would be reasonable to
expect that the Recreation Supervisor would be able to pick up the program;
- should proceed with the original proposal to eliminate the child care coordinator position and
transfer those responsibilities directly to the Supervisor position;
- Does not want to rely on potential retirements on which to base budget decisions;
- Noted the demand for childcare has changed and the demand for childcare is going down, so
those respons'ib'ilities should be transferred out of the city to free up some money in the
budget;
- Mould support the Alternative recommendation to not approve the recommendation of the
Subcommittee and to eliminate the coordinator position and the program at Branch School.
Council Member Ray requested clarification from Mayor Pro Tern Guthrie regarding the other staff
recommendations regarding fundraising, enrichment programs, etc. Mayor Pro Tern Guthrie stated
that he did not think they would be necessary, and that additionally, the City would be competing
with all the other non - profits for funding. He noted this is the third year that this issue has been
addressed and each time there is a new plan that has failed.
Mayor Ferrara provided the following comments:
- Supported staff's recommendations noting that in better times, the council would have more
control over the budget than there is now, and it is a matter of hover to manage it;
- Acknowledged existing budget constraints since the economy has declined; acknowledged
Citywide efforts to reduce costs and staffing while maintaining services, programs, and staff;
- Supports proposed approach; supported the delay to allow time for additional review;
- started he was proud of staff and the Subcommittee and supported their recommendations
Action: council Member Fellows moved to: 1 Pursue various fundraising events and seek straight
donations through a Friends of children In Motion group; 2 Expand specialized after - school
enrichment and sports programming; Expand marketing efforts to increase enrollment; 3
Reduce future cosh by eliminating vacation and sick leave benefits for future part -time teachers
and aides; Restructure department staffing and the program sites; and Delay city council
decision regarding the child care coordinator position until August in order to consider a
reorganization opportunity that may arise due to a possible retirement within the Recreation
Division. council Member Costello seconded, and the motion passed on the following roll call
vote:
AYES: Fellows, Costello: flay, Ferrara
NOES: Guthrie
ABSENT: None
Agenda Item 8.c.
Page 7
M a
nu #es: City Council Meeting
Tuesday, July 13, 2010
12. CITY COUNCIL REPORTS:
TS:
Page
(a) MAYOR TONY FER AI A:
(1) San Luis Obispo Council of Governments /San Luis Obispo Regional
Transit Authority SLOCO ISL T . Has not met since the last report.
(2) south San Luis Obispo County sanitation District SSL CSC .
Approved the Budget for the upcoming year; received a presentation on
water recycl will be attending a field trip net Tuesday to Monterey
County with several local farm families to receive a program description and
presentation on the use of recycled water from farmers and staff from
Monterey County;
(3) Brisco Halcyon /Hwy 101 Interchange Project Subcommittee. Reported
that the most recent Alternative was not supported by Caltrans due to
elevation issues related to the hook ramp design; however, elements from
the previous Alternative for use of auxiliary lanes may be viable.
( 4 ) Other. Will be attending the League of California Cities Board meeting in
Riverside County this creel.
(b) MAYOR PRO TEM JIM GUTH IE:
( 1) South County Area Transit (SCAT). Has not reset since the last report.
(2) Community Action Partnership. Reported that CAPSLO is the applicant
for the homeless campus in San Luis Obispo; reviewed budget and found
significant cost savings and are closer in being able to move forward with
providing services.
(3) California Joint Pourers Insurance Authority CJPI. No report.
( 4 ) Homeless services Coordinating council HS C . Has not met since the
last report.
( 5 ) Economic Vitality Corporation EVC. Has not met since the last report.
( 6 ) Tourism Committee. Has not met since the last report.
(7) Other. None.
( c) COUNCIL MEMBER JOE COSTELLO
(1) Zone 3 Water Advisory Board. Has not met since the last report.
(2) Air Pollution control District PCC. Has not met since the last report.
( 3 ) Five Cities Fire Authority. The Fire Cities Fire Authority is now in place;
the Board met last week and will continue to meet on a monthly basis; all
actions taken at the fiat meeting were to ratify all the actions than were
discussed at the Council level.
(4) Children In Motion Subcommittee. Has not met since the last report.
( 5 ) Other. None.
(d) COUNCIL MEMBER FELLOWS:
(1) Integrated Waste Management Authority Board (1WMA). Has not met
since the last report.
(2) County Water Resources Advisory Committee (WRAC). Reported that
the Draft EIR on the Zone 1/1A Waterway Management Program is out for
review; the deadline for comments is July 18` and staff is working on a
Agenda Item 8.c.
Page 8
Minutes: City Council Meeting
ting
Tuesday, July 13, 209
Page
response. The Board also voted to support submitting a grant application for
Prop 84 funds.
(3) Other. None.
( e) COUNCIL MEM RAY:
( 1) Economic vitality corporation ( EVC). Received a presentation by
Collaborative Economics; will be coming up with an action plan called the
Economic Strategy Plan for San Luis Obispo county.
(2) California Joint Powers Insurance Auth rity (CJ PIA). No report.
(3) Other. None
13. CITY COUNCIL MEMBER ITEMS:
None.
14. CITY MANAGER ITEMS:
None.
15 COUNCIL COMMUNICATIONS:
Council Member Flay referred to the council's earlier appointment of Jennifer Martin to the
Planning Commission and welcomed her to public service. She acknowledged all the applicants
and noted It was a tough decision to male a recommendation; however, she stated Jennifer is an
architect, has 11 years of experience locally, and is familiar with the city's development codes and
guidelines.
Council Member Fellows nnounced that the council will not be meeting n July 2 � "
� .
16 STAFF COMMUNICATIONS:
City Manager Adams provided an update on the city's street projects.
17 COMMUNITY COMMENTS AND SUGGESTIONS:
None.
18. ADJOURNMENT
Mayor Ferrara adjourned the meeting at 9:20 p.m.
Tony Ferrara, Mayor
ATTEST:
Kelly Wetmore, re, city Clerk
( Approved at cc Mtg �
Agenda Item 8.c.
Page 9
THIS PAGE INTENTIONALLY LEFT BLANK
Agenda Item 8.c.
Page 10
ft
INCORPORATED
i9kJULY 10. 19111
C tN
MEMORANDUM
TO: CITY COUNCIL
FROM: KELLY WETMORE, DIRECTOR OF LEGISLATIVE AND INFORMATION
SERVICES/CITY CLERIC
BY: BITTY NORTON, EXECUTIVE ASSISTANT /DEPUTY CITY CLERK
SUBJECT: AUTHORIZATION TO REJECT CLAIM FILED AGAINST THE CITY -
CLAIMANT: L. D MINGUE
DATE: AUGUST 10, 201
RECOMMENDATION:
N:
It is recommended the City Council reject the claim and authorize the City Clerk to send
a standard rejection letter to the claimant as recommended by the City's Claims
Administrator, Carl Warren & Company.
FINANCIAL L IMPACT:
There is no financial impact projected from this action.
BACKGROUND:
Lindsay Dominguez filed a timely claim against the City on April 20, 2010. Carl Warren
Company, the City yis claims administrator, is recommending that the claim be rejected
on the basis of its investigation and to authorize the City Clerk to send a standard
rejection letter to the claimant. The statute of limitations will run six months from the
dame the rejection letter is sent.
ANALYSIS OF ISSUES:
As a member of the Californian Joint Powers Insurance Authority CJPIA , the City has
g eneral liability coverage which includes bodily injury, personal injury, or property
damage to a third party that is the result of the City activities. The CJPIA contracts
with Carl Darren & Company ("claims administrator" ) to investigate and respond to
claims. Upon completion of its investigation of the claim submitted by Ms. Dominguez,
the City's claims administrator has recommended that the claim be rejected.
The City Council can take no action, and the claim will be deemed rejected by operation
of lave 45 days after It was presented to the City Clerk. By allowing the claim to be
rejected by operation of laver, the time period in which a court action may be filed is two
(2) years from the date o f occurrence.
Agenda Item 8.d.
Page 1
CITY COUNCIL
CONSIDERATION Er ATIO of REJECTION of CLAIM AGAINST CITY — L. DOMINGUE
AUGUST 10, 2010
PAGE
Alternatively, the City Council may choose to reject the claim at a public meeting and
send written notice of the rejection. This reduces the time period in which a claimant
may file a court action to sic months following the rejection.
ALTERNATIVES:
1. Deject the claim and authorize the City Clerk to send a standard rejection
letter to the claimant.
2. Take no action; ho wever, this will extend the statute of limitations to two
years.
ADVANTAGES:
If the Council rejects the claim at a public meeting, the claimant's statute of limitations
for filing a court action is reduced to six months.
DISADVANTAGES:
If the Council does not reject the claim, the claimant's statue of limitations for filing a
court action is two years.
ENVIRONMENTAL TAL REVIEW:
No environmental review is required for this item.
PUBLIC NOTIFICATION AND COMMENTS.
The Agenda was posted in front of City Hall on Thursday, August 5, 2010. The Agenda
and report were posted on the City's Vebsite on Friday, August 6, 2010. No public
comments were received.
Agenda Item 8.d.
Page 2
p R 0 �6 0 0
Imo A. > IN RP RI t D
a L
JULY 10. 1911
.1 4E I F
To: CITY COUNCIL
MEMORANDUM
FROM: ANGELA KRAETSCH, DIRECTOR ECTO of ADMINISTATI E SER
SUBJECT: CONSIDERATION F APPROVAL of COST ALLOCATION PLAN
DATE. AUGUST 10, 2010
RECOMMENDATION
DATIOi .
It is recommended the City council adopt the Fiscal bear 201 0-11 Cost Allocation Plan.
FINANCIAL IMPACT:
The cost allocations in the adopted 2009-10 & 2010-11 Biennial Budget were based on
the FY 2009-10 budget plus a ° increase for FY 2010 -11. These calculations resulted
in estimated cost allocation revenue to the General Fund of $779,000 for FY 2010 -11.
However, the attached cost allocation booklet shows that the actual cost allocation for
FY 2010-11 should be $851,000, a $72,000 increase in General Fund revenue. This
revenue is in addition to the adjustments approved to address the budget shortfall.
Therefore, it will help ensure the FY 2010 -11 budget maintains a positive balance.
B ACKGROUND:
A Cost Allocation Plan is a method of recovering the cost of General Fund services
provided to other funds. In March of 1996, the first Cost Allocation Plan was adopted by
the City Council. This was the fiat time that City costs were identified and divided
between direct and indirect costs. Direct costs are expenses incurred in providing a
specific cost objective, such as street maintenance, police protection, landscape
maintenance and grater service. Indirect costs are e net readily identifiable
with a particular operating program but rather are incurred for a joint purpose, which
benefits more than one fund /department. Common examples of indirect costs are
accounting, purchasing, personnel, building maintenance, and utilities. Though indirect
costs are not readily identifiable with direct operating programs, they can be allocated
based on rational, logical methodology.
ANALYSIS SIS of ISSUES:
The Cost Allocation Plan is a method of allocating indirect costs provided by the
General Fund, based on the proportionate share of benefits received. Different indirect
costs have different methods of allocation. For instance, payroll costs are allocated on
the number of full time positions and building maintenance costs are allocated on the
number of departmental square feet In City buildings.
Agenda Item 8.e.
Page 1
CITY COUNCIL
COST ALLOCATION PLAN
AUGUST 10, 2010
PAGE 2
The Cost Allocation Plan is based on the current year's Annual Budget. The bud et is
g
used for allocation. purposes, as the amounts identified therein are the best available
projection of costs. Each year, the Cost Allocation Plan is updated because 'I the
more current the numbers, the better the allocation will mirror actual costs, and 2
technology allows for timely updating.
ALTERNATIVES:
The following alternatives are provided for City Council consideration:
-
Approve staff recommendation and approve plan:
- Deny staff recommendation and retain current cost allocation numbers;
- Modify staff recommendation and approve;
- Provide direction to staff.
ADVANTAGES:
The Cost Allocation Plan provides additional revenue to the General Fund to reimburse
costs for services from departments funded from the General Fund, but provided to fee
based operations.
DISADVANTAGES:
The reimbursement to the General Fund will negatively impact ether funds, particularly
the Water and Semler Funds.
ENVIRONMENTAL REVIEW:
No environmental review is required for this item.
PUBLIC NOTIFICATION AND COMMENTS:
The Agenda was posted in front of City Hall on Thursday, August 5, 2010. The Agenda
and report were posted on the City's website on Friday, August 6, 2010. No public
comments were received.
Agenda Item 8.e.
Page 2
CITY OF
ARROYO GRANDE
COST ALLOCATION PLAN
FISCAL YEAR 2010 -2011
rJE
W
CITY OF ARROYO GRANDE
COST ALLOCATION PLAN
TABLE of CONTENTS
Introduction Page
Ove rview- Purp os e oJ o t All Plan ......................................... ....................................... .... ............................... I
Determining and in C t .......................................................................r................... ............................... I
Allocatin I ndirect Costs • .... r r. a r r .. r ** .. r. r r .. r r r rt .. r r .... r r .. r ... r .. r r r r .... r. a r r r. r r .... a r r r r r* .... r r. a r ... r. r r. ** ..... r r r. ....... r r r r . s r rt ... r r r r . r ... r r. ..... r ... ,, 2
Uses the C ost All V cats on Plan .................................................... .# rrriiarrr* r** isrrr+ r* iriirr.#* iiriiis.* i.rrrfiiirri *i #rsii.* *isriarr *triirr..
P rep ar ation Fr qu y .. r r r r...... s r.. r r r........ s r r ......................... ............................... w r i t ...... r r r r... r r r r....... r ...............................
Indirect Cost Allocation
Summary of Direct and Indirect C
rrrr........ rrr .............................r rr............... ......srrr.............rrr..... sir...........................
Schedule Exc lu s ions L/ Ac tivity .............
rr r............................... rirrrrssiiiarrr.* *irrriirr * #r *srr r.* iisrrir�rrrrrr� #rrir�. *iisrrir * *isrri� * *irr
Schedule ......................................................
r r a a a a r r r .. • r a a s r r a .... s r r a a. r. r r a s r r r r.♦ r r r r r♦ r r r r r r.• r. a r r r r r r r a a s r ■ ♦• r a s r r r
Bases o f All In direct C
.. i# rriirrrr..# sirrrssrr* fr* iiiarrr.. �isssirrrr�** iisrrar. frriirrryfrsssii. ssssrirrs *ssrr. * #rsiir. * *rsi� * *i; /
Summary of art Li nt Indirect C Allocations and Rate
siarr* �iii�rrrrr�r* i�rriisr* irriirri# r* iarrrri.# sssi ..�rrrii�riiirrrr #r *iirr * # *iirr
S ununary of In d irect Cost All i n
r...... r r r ..... ............................... r r r r................... r r r r............ r r r r... r r r r............ r r r r...........
Ind Program Cost Allocations.
Legi P olicy .... rrr.rr aaarrrrrr. rrrraa�rrra�* rrarrrarrrrr . ♦rrarrrrrrrraarrrrrrr...... rrrr #rrrarrrsr *rsrraarr r *
10
.rrrrryfa�rrrrf•rrar�r *r�rraa * * r r r r
Administration
r.rt.rs i rs... ri.* ii * iiirsrriir. r. f riirsiarrir *iisriarrr #rrrriiiarr** er *Mae rr. *irrrsaryf # *iiarrri*#srsii ...srrr. #rs *isrr *� #rsiarrt *irri♦ I I
Administrative S Payab l e
■....srrr.... 0...rrr.r*iiirrrrrr *i rssi * *r *iii�.s *sirrrrriirrrr #rrrisr* *srrr +r 12
Administrative Services - Payroll
. ..... 4...... 0 ....... m.. 4 ... 0. 04rrrr.** Irrrsriirrr ssiarrriir* iirrry�rriirrrr #r * *iiarrr0M0444"0u64 ar.r�rssirr *irrri� *s 1
Admin Service
.............. o.. rrr.. met rssiiarr**iiiarrri.Muff .rrrr rsiii rriir* iiiasrrr. iiN rrr.*ia 0 rrr. s-ssi 0 rrrr rr ii.... 1
City
e rg • arrr��rraarrrrr ..rrraarrrrarrr.rrrrrraa� rrr.,. rrrrrrrraarr. rrarrrrrr.♦• raa�rrr. r�rrrrrrair.• �rrrrarrrtfarraarrr• r�rrrrar.. rrrrr.�rrrrrr *.r•rrrrrrraarrrrr
Ci ty Attorney■
..,,,...rrr .............. rrrr.. rrrr,.. .................. rrraarr..............r rrr* ....... . rr ......a 1
Non Depart men t a l
l •.. r. r r r r i r* i i w s s .......... a r .... r ..... r rPei s. a .............. i *rrr iii i.......... i .......... g r s....... q r. s .... i. r s s r r g q r r r. a ...... r a a a r r. a r r r
G mm t Buildings Maintenance-
� w � , ■ tD
..... 4 ............ 44.. r........ qrs.... t rr.rt.rssirrr. rrr........rrrr.. rrr rgrr......rr *rarrrrw 1
G overment B uildings Maintenance- Servic Su i
.. r r r r ............... r� ......... r♦ r....... r� r r r r r r ..rrrr • .. • ........ 4 ......... s•
M W
iD
Auto Shop rrrr... rr arrr.. ... arrrrrrrrr.........rrra•..rr rrrr...... rr... r ............. r4.r........rrr..... ..... ........ 4...... moo.................... rrr20
CITY OF ARROYO GRANDE
INTRODUCTION TO THE COST ALLOCATION PLAN
OVERVIEW
Pp
The purpose of this cost allocation plan is to est imate the total cost of providing direct services t the citizens of A rroy o G ran de.
separate east
accounting analysis is required to do this, because in virtually all organizations, public or private, the cost of delivering services or
Dods can he classified into two categories: produ
g eorres. direct and indirect costs.
Direct and Indirect Costs
Direct costs are those, which can be specifically identified with a cost objective, such as police protection, street maintenance or wa ter service.
Indirect costs are support costs, which are not readily identifiable with a direct operating program, but are incurred for a joint purpose that
benefits more than one cost objective. Typical indirect cost activities in a government arc ccountin , legal services and building rn
g g g arntenance.
Although indirect costs are generally not identifiable with direct cost programs, their cost should be reflected n into al art o the t cost
ot
f providing specific goods or services.
' p l
Budgeting and Accountigg for Indirect Costs
All indirect costs could theoretically be estimated and charged to direct service programs, but practical considerations enerall pr eclude eclude such
handling. Instead most organizations separately budget and account for indirect costs, and provide a supplemental reporting vehicle lYrcle to display
estimated total costs to provide a direct p rogram service. S uch is the purpose o f cost all pl ans: to allocate indirect costs t direct service
programs in a logical and uniform manner.
Dete rminina Direct and Indirect Cost
Th fi rst st in p r ep aring th Ci V i s
ost allocation plan s determining direct and indirect costs. The costs of departmental p that
primarily provide. service to the public are identified as direct costs whereas the costs of programs, which rimril provide servi
CL
ces yes to tie
0 or are identified as indirect costs. In accordance with generally accepted accounting rincx les, only o perating costs are '
1� p y utilized i n
allocation plans: debt service, transfers, and capital outlay costs are excluded from calculations.
c�
M 00
(A iD
1
CITY OF ARROYO GRANDE
Introduction to the Cost Allocation Plan
Allocating indirect Costs
Indirect Cost Rates
For general purposes, a citywide indirect cost rate can be use as the basis f or allocating indirect costs. Such a rate is simply the ratio between
indirect costs and direct costs, which can be computed for the City. as a whole once the direct and indirect cost base has been determined.
Provided on page 4 is a summary of direct and indirect costs for Arroyo Grande based upon the 2010-2011 operating budget along with the
citywide indirect cost rate. By applying the overall indirect cost rate to an specific direct cost prograrn, the total cost of that program can be
determined. For example, if the overall indirect cost rate were 20%, the total cost 1 00,000 direct cost program in Arroyo Grande would b
$ 1 0,000.
Bases of Allocation
The general purpose method above assumes that all indirect costs are incurred proportionately to each of the direct service programs. However,
the benefit received from certain support department programs by a direct service department may be more closely related to are activity indicator
other than cost. For example, if a service department does not have any City staffing associated with it; distributing personnel costs to it from
support department would not be a reasonable allocation of costs.
Therefore, the cost allocation plan developed for Arroyo Grande establishes separate and variable basis of cost allocation for certain major
identifiable cost categories. Indirect costs can thus be allocated in a fair yet simple .manner, and also consistently. Page 7 displays the rims
p r
methods of allocation used for various indirect cost programs. Recognition is given to the concept that the cost of gathering and dividin
a reasonable cost allocation tan should not excee the b enefits
information to develop p cis rely be gamed from the study. In performing the cost
allocations, all indirect costs have been allocated only to direct programs rather than using a more comple x sequential allocation system. Under
sequential system for example, City Administration costs, or Administrative Services, or City Attorney costs wou first be allocated t o ther
indirect cost programs. In turn, those expanded indirect costs would then be allocated to the direct cost programs. Such a process would be f
time consuming. Although there are some conceptual difficulties with this approach, the gain from a complex sequential allocation system would
be insignificant, and the cost of preparation and revie is significantly reduced In the s im pler app roach utilized h ere.
c�
c�
c�
M 00
CITY OF ARROYO GRANDE
Introduction to the Cost Allocation Plan
USES OF THE COST ALLOCATION PLAN
This cost allocation plan can be used in numerous financial decision - making situations. The main areas of use of this basic analytical tool could
be:
Water Entermse and Other Utilt Fund Accounting
A complete costing of Arroyo Grande's water enterprise and sewer utility can be achieved by extended allocation of General Fund indirect
support costs to utility operations. The cost allocation plan could achieve such a goal.
General Fund Laser Char
This cost allocation plan can be utilized to determine appropriate user fees for General Fund services such as planning applications and recreation
activities.
Grant Administration
Cinder Federal cost accounting policies (Circular A -8 it is permissible
establishing indirect cost rates, total costs can be applied for and recovered.
when used for this purpose.
Contracting Out Versus In - House
to include indirect costs in accounting for grant programs. By
Modest charges to allocations might be required under Circular A -
City employees could make frequent use of this cost allocation plan when comparing the cost of providing a service "ire douse" to contracting
with an outsi service provi
n PREPARATION FREOUENCY
tD
In a true cost accounting system, indirect costs would be computed and allocated on an ongoing basis throughout the fiscal year based on actual
costs. However, frequent updating in municipal finance would not serve any specific purpose, but would consume significant accounting
c�
resources. As such, it is recommended that the cost allocation plan be prepared annually.
M 00
�M
CITY OF ARROYO GRANDE
COST ALLOCATION PLAN FOR FISCAL YEAR 2010 -2011
Summary of Direct and Indirect Costs
DIRECT PROGRAMS COSTS
INDIRECT PROGRAM COSTS
Planning & Development S
456,242
Legislation and Policy
130
Police
5
Fire
1 100
Administration:
Building Safety
250,265
City Manager
244
Management Information System
228
Public Works:
Printing
271450
Engineering
317,799
Administration Total
500
Street Lighting & Maintenance
215,200
Sewer Maintenance
316, 1 4
Admm'Istrativ Services:
Street Maintenance
734,612
Accounts Payable
418 5 0 254
Water System Maintenance
2,090
Payroll
2 127
Lopez water System
2
Bu Llensmng
69,709
Finan S Taal
7
Parks p
� r,■ �' �4a1.- �LIrL ;1f.411kr
546
C ity Clerk
295,549
R
Administration
142
Ci ty Attorney
l 79 250
General Recreation
13 $,740
Other Recreation Programs
670,175
Ikon Department
75 340
Soto Sports Complex
254,707
vernment Buildings
Other Budget Ac tivity:
Personnel
94
Redevelopment Agency
524,870
Services /Supplies
71
Redevelopment Set Aside
71,140
Government Buildings Total
1 9 49
Landscape District Maintenance
3,800
Par kside Assessment District
8
Transportation
8,000
Auto Shop
11 464
Downtown Parking District
3,1
�.,
t�
TOTAL DIRECT CT COSTS
15
TOTAL 1 I IR.RCT STS
2MO, 1
cD
0
CL
0
Overa in cost rate:
18.70%
(indirect casts divided by direct costs)
M 00
Capita projects, capital equipment, transfers,
and debt services costs are exclu from amounts shown, f or calculating
00
indirect cost rates in accordance with generally accepted accounting principles.
Only operating costs are utilized. See
pages five 5 and six for schedules of exclusions.
4
CITY OF ARROYO GRANDE
COST ALLOCATION PLAN FOR FISCAL YEAR 2010 -2411
Schedule of Exclusions By Activity
c�
c�
CL
0
c�
M co
z.
DIRECT PROGRAM AM COSTS
Police:
De bt
133
Cap sterns
39
Fire:
Capital sterns
3
Transf
1
Parks:
Capital st erns
3,500
Recreation:
Capital items
Transportation
Trans
1,294,1
Redevelopment Ag ency
Debt
290
Trans
271,200
Redevelopment Set Aside
6,1
Capital sterns
-
Transfers
22,800
De bt
163
Sewer Maintenance:
141,080
Capital sterns
14,300
D e bt
5,000
Transfers
634
W ater System:
Capital items
23
Debt
14
Transfers
1,095,600
Downtown Parking:
Transfers
TOTAL DIRECT PROGRAM COSTS
173,480
1,366,489
5,900
16,580
89,5
562,060
186
653,700
1
4 5 187,933
INDIRECT PROGRAM COSTS
Administration:
Capital sterns
27
N Departmental:
D e bt 26,300
Transfers -
26,3
Ad ministrative Services.
Capital sterns
3,500
City Manager/Sales Tax :
Debt 50,000
Transfers 1,244,1
1,294,1
City Clerk:
Capital it ems
_
Governm Buildings:
Structure Improvement
6,1
TOTAL INDIRECT PROGRAM COSTS
1
TOTAL DIRECT & INDIRECT
5
SUMMARY F EXCLUSIONS
Capital items
141,080
Debt
683
Transfers
4,721,803
TOTAL DIRECT & INDIRECT
5,545
5
CITY OF ARROYO GRANDE
COST ALLOCATION PLAN FOR FISCAL YEAR 2010 -2011
Schedule of Exclusions by Type
D
CL
0
c� o0
�,
o c�
DIRECT PROGRAM COSTS
Capital items:
Police
39
Fire
3
Parks
5,900
Recreation
16,580
Redevelopment Set Aside
-
ewer Maintenance
14
Water System
23 3 500
Total Equipment Exclusion
Debt:
Police
133,110
Redevelopment Agency
290,160
Redevelopment Set Aside
163
Sewer Maintenance
5,000
Water System
14
Total Debt Exclusion
Transfers:
Fire
1
Redevelopment Agency
271
Redevelopment Set Aside
22,810
Transportation
19,514
Downtown Parking
700
Water
1
Sewer Maintenance
634,400
Capital items:
INDIRECT PROGRAM COSTS
Administrative Services 3,500
City Clerk _
Administration 27
Government Buildings 6 9 1 00
Total Capital Items Exclusion 37,200
Debt:
102 Non Departmental 261,300
City Manager /Sales Ta 50
Total Debt Exclusion
07
Total Transfer Exclusion: 3
TOTAL DIRECT PROGRAM COSTS 4
Transfers:
Ikon Departmental
City Manager /Sales Tax
Total Transfer Exclusion:
TOTAL INDIRECT PROGRAM COSTS
TOTAL DIRECT & INDIRECT
SUMMARY OF EXCLUSIONS:
1
1,357,600
5
Equipment/Improvements 140
Debt 683
Transfers 49 721,803
TOTAL EXCLUSIONS 595459533
1, 244 9 100
76,300
6
CITY OF ARROYO GRANDE
COST ALLOCATION PLAN FOR FISCAL YEAR 2010
Bases of Allocation of Indirect Costs
D
c�
c�
CL
0
U3
c�
�F
Legislation and Policy
Administration:
City Manager
Printing/ Copying
Management Information System
Nor! Departmental
Administrative Services
Accounts Payable 0% of Budget)
Payroll % of Budget)
Administration (10% of Budget)
City Clerk
City Attorney
Government Buildings:
Personnel
Services and Supplies
Auto Shop
Council Agenda Items
T o tal Op erating Budget
Fetal Operating Budget
Full Time Equivalent FTE Staffing
Total Operating Budget
Council Agenda Items
Total Operating Budget
Square Footage (w/o Fiore Station)
Dept. Square Footage
Vehicle Maintenance Budget o Fire & Building Vehicles)
CITY OFARROYO GRANDE
COST ALLOCATION PLAN FOR FISCAL YEAR 2010 -2011
8
Summary o f Departmental Indirect Cost Allocations and Mates
Indirect
Direct
Indirect
Legis. &.
city
Admin.
pity
City
Non-
Go vt. Bldg.
Auto
Direct Program Program
late
Cost
Cost
Policy
Admin.
Services
Clerk
Attorney
Depart.
Maint.
Shop
Planning &. Development
53.14
456,242
242,432
$ 5
$ 15,019
$ 26,099
116
$ 5 5 , 378
$ 22,660
4 5 438
$ -
Police
17.13
5
954,848
12
183,628
291
28,816
65
277
54,800
40 5 211
Fire
19.23%
1,100
192
50
49
-
18
76
-
-
B Safety
16.53
250
41,364
-
$,260
11,377
-
2
12, 463
6,307
-
Pu wor
Engineering
37.82
317,
120, 18 5
19,565
1 1,463
13,524
44,125
3,746
15
1,876
4,098
Street Lighting & Maint.
13.84
285
39
-
9
12499
-
3,370
14,2 0
-
Sewer Maint enance
22.33%
316,184
70
3
10 5 413
17 5 908
704
3, 728
15
1 9 902
9
Street Maint enance
22.53%
734,612
165
10,202
24,230
33
23, 053
5, 676
36 5 558
1,902
27,301
Water System Maint.
15.61%
2,090,864
326 9 473
6,797
68
85, 923
15, 369
24,665
103,935
5,732
15,166
Lopez water Syst
12.66%
2,793,631
353
-
92,064
89,736
-
32,964
138
-
-
Total Public works
16. 46%
6,538,
1
39,969
215, 467
253,162
1
'7'7,149
325, 098
1
56
Pans Maintenance
19.72%
546
1 07,772
4
18,022
29,194
9,605
6 3 453
2'7,192
-
13
Recreation:
Administration
32.58%
142
46
5,107
4
6,239
11 5 526
1,685
7
9
309
General Recreation
52.93
138
73
9,351
4,556
10
21,102
1
6,874
19
-
Other Stec. Programs
22.06
670,175
147
1
1,410
16,500
3,542
3,1 11
12,
-
3
Soto Sports Complex
19.43%
254
4%499
851
22
30
1,921
7,905
33
49 1 871
1,133
Total Recreation
%
1 , 206,598
317
7
39
63fiN
38
14 5 2 3
59,974
79
4 1 38 5
Other Activity:
D
Redevelopment Agency
14.21
524
74
1 9 702
17
17, 720
3
6
26
1
-
Redevelopment Set Aside
24.21
71,140
1'7,222
1, 702
2,353
3,297
3,842
842
3,550
1,635
-
Landscape Maintenance
88.14%
3,800
3
851
150
146
1
54
227
-
-
Park ide Assessment District
46.67%
8,000
3
851
250
244
1,921
90
378
-
-
Transportation
12.02%
8,000
962
-
250
244
90
378
-
-
oo
Downtown Parking
12.41
3, 100
385
-
100
9
-
36
151
-
-
N c�
TOTALS
18.70%
15
2,840
130
$ 500,621
$ 697,090
295,549
$ 1 79,250
$ 755,340
166
114
8
CITY OF ARROYO GRANDE
COST ALLOCATION PLAN FOR FISCAL YEAR 2010 -2011
Summary of Indirect Cost Allocations
Public works:
Engineering
Street Light. & Maint.
Sewer Maintenance
Street Maintenance
Water System Maint.
Lopez water System
Total Public works
Parks Maintenance
Recreation.
Administration
General Recreation
Other Rec. Programs
Soto Sports Complex
Total Recreation
Other Budget Activity:
8,742
R>
INDIRECT PROGRAM COST ALLOCATIONS
RDA Set Aside
CL
Landscape Malnt.
Legis. &
Ad in-
Administrative
Services
city
City
Non-
Gov. Bldg.
Gov. Bldg. Auto
TOTALS
Direct Program Program
Policy
istration
Acct.
Payroll Ad in.
C lerk
Attorney
Depart.
Staff'
Supplies Shop
Total
Planning & Develop.
$ 51 5 860
S 15,019
$ 12,548
S 11,460 $ 2
$ 116,978
S 5,378
22,660
$ 25524
S 1 $ -
$ 2421
Police
12 5 756
1 83,628
1 53,416
112 25
28,816
65
277,059
315165
23 40
954,848
Fire
-
50
4
- 7
-
18
76
-
- -
192
Building Safety
-
8
6
3 1
-
2
12
3,587
2 -
41
Public works:
Engineering
Street Light. & Maint.
Sewer Maintenance
Street Maintenance
Water System Maint.
Lopez water System
Total Public works
Parks Maintenance
Recreation.
Administration
General Recreation
Other Rec. Programs
Soto Sports Complex
Total Recreation
19,565
Other Budget Activity:
8,742
R>
1,457
RDA Set Aside
CL
Landscape Malnt.
5,049
Parkslde Malnt.
4
Transportation
0
Downtown Parking
W tD
3,325
1,311
TOTALS
19,565
10,63
8,742
3,325
1,457
44,125
3
15
5,049
3
4
120
-
9
7
3,325
1,311
-
3
145200
-
-
-
39
3,405
10
8,700
7
1,450
704
3,728
15
1,082
820
99855
70,67
10
24,230
20
9,954
3
23
8
36
LOU
820
27
165
6,797
68
57,552
18
9,592
1 5
24,665
103
3,265
2,468
15,166
326,473
-
92
76,917
-
12,819
-
32,964
138,907
-
-
353,672
39,969
215
1809017
43
30,003
90
77
325
10,477
7,936
56
1
4,256 18 15,057 11 2,510 9,605 6,453 27,192 - - 13,049 107,772
5,107
4
3,932
1652
655
11
1,685
7,10
5,637
4
309
46
9,351
4
3,806
5,646
634
21
1,631
6
11,283
89555
-
73,438
851
22
18,445
9,285
3,074
1,92]
7
33,310
28,365
21
1033
147,874
1
8
7,027
8,302
1,171
3
3, 01 1
12,690
-
-
3
491
17,012
39,749
33,209
24,886
5,535
38
14
59,974
45
34,335
4,785
317,395
1,702 17,321
14,472
837 2,412
3
6
26,135 930 705 -
74
1,702 2,353
1
1,004 328
31842
842
3,550 930 705 -
17,222
851 150
125
- 21
1,921
54
2.27 - - -
3
851 250
209
- 35
1,921
90
378 - - -
3,734
- 250
209
- 35
-
90
378 - - -
962
- too
84
- 14
-
36
151 - - -
385
130,960 500,621 $ 418,254 $ 209,127 69 $ 295,549 $ 1799250 $ 755,340 $ 94 $ 71,950 $ 114,464 $ 2,8403,123
CITY OF ARROYO GRANDE
COST ALLOCATION PLAN FOR FISCAL YEAR 2010 -2011
Indirect Program Cost Allocation
INDIRECT COST PROGRAM: Legislation & Policy
BUDGET: $130,960
BASE OF ALLOCATION: Council Agenda items
BASE O
PERCENT
COST
DIRECT COST PROGRAM
ALLOCATION
OFTOTAL
ALLOCATION
Planning & Development
61
39.60
1,860
Police
15
9.74%
12
Fire
0
0.00
B Saf
0
0.00
-
Public Wo rks:
Engineering
23
14.94%
19
Street Lighting & Maintenance
0
0.00%
-
Se per Maintenance
4
2.60
3
Street Maintenance
12
7.79%
10
Water System Maintenance
8
5
6
Lopez Water System
0
0.00
-
Parks Maintenance
5
3,25%
41
Recreat & Buildi Maintenance:
Administration
6
3.90%
5,107
General Recreation
11
7.14
9
Other Programs
1
0.65%
851
Soto Sports Complex
2
1.30%
1
Oth er Budget Activity.
Redevelopment Agency
2
1.3
1 ,702
D
Re Set Aside
2
1.30
1
Landscape Maintenance
1
0.65
85
Parkside Maintenance
1
0.65%
851
Transpo rtation
0
0.00%
rt
c�
Downt P ar k in g Distr
0
0.00%
( �
oo
406m
TOTAL DIRECT COST PROGRAMS
154
100.00%
TOTAL INDIRECT COST ALLOCATION
130
10
CITY OF ARROYO GRANDE
COST ALLOCATION PLAN FAR FISCAL YEAR 2010-2011
Indirect Program Cost Allocation
t�
c�
CL
0
U3
c�
�F
INDIRECT COST PROGRAM:
AM:
B UDGET:
BASE OF ALLOCATION:
DIRECT COST PROGRAM
Planning & Development
Police
Fire
Building Safety
Public Works:
Engineering
Street Lighting & Maintenance
Sewer Maintenance
S treet Maintenance
Water System M aintenance
Lopez water System
Parks Maintenance
Recreation & Building Maintenance:
Administration
General Recreation
Other Programs
Soto Sports Complex
Other Budget Activity:
Redevelopment Agency
Redevelopment Set Aside
Landscape Maint enance
Parlside Maintenance
Transportation
Downtown Parking District
TOTAL DIRECT COST PROGRAMS
Administration
$500,621
Total Operating Budget
TOTAL INDIRECT COST ALLOCATION
BASE OF
PERCENT
COST
ALLOCATION
OFTOTAL
ALLOCATION
$ 456
3.00%
15
5
3.8
183
1
0.01
50
250
1.65%
8
31 7,799
2.09%
10
285,200
1.88%
9
316
2.08%
10
734,612
4.84%
24,230
2
13.76 °# 0
681
2
18.39
92,064
546
3.60%
18,022
142,976
0.940
4
138,740
0.91
4
670
4.41%
22 9 077
254,707
1.68%
8,410
524
3.46
17
71 9 140
0.47%
2
3
0.03/ V
1
8
0.05
250
8,000
0.05
250
3
0.02
100
$ 1 5 9 190 9 557 100.00%
$ 500,621
11
CITY OF ARROYO GRANDE
COST ALLOCATION PLAN FOR FISCAL YEAR 2010 -2011
Ir►direct Program Cost Allocation
INDIRECT T COST PROGRAM: Administrative Services - Accounts Payable
BUDGET: $418,254
EASE OF ALLOCATION: Total Operating Budget
BASE OF
PERCENT
COST
DIRECT COST PROGRAM
ALLOCATION
OF TOTAL
ALLOCATION
Planning & Development
$ 456,242
3.00
12,548
Police
5,572,680
3. 8 0
153
Fire
1
0.01%
42
Building Safety
250,265
1.65
6
Public works:
Engineering
317
2.09
8,742
Street Lighting & Maintenance
285,200
1.88
7,863
S ewer Maintenance
316
2.08%
8
Street Ma
734,612
4.84%
20
Water System Maintenance
2,090,864
13.76%
57,552
Lopez water System
2
18.39
76 1P 917
Parks Maintenance
546
3.60
15
Recreation & Building Maintenance:
Administration
142
0. 94%
3,932
General Recreation
138,740
0.91%
3
Other Programs
670
4.41%
18
Soto Spo rts C omplex
254
1.68%
7
Other Budget Activity:
Redevelopment Agency
524,570
3.46%
14
Redevel0pment Set Aside
71
0.47
1
D
Landscape Maintenance
3
0.03%
12
Parkside Maintenance
5
0.05
209
CL
Transportation
5
0.05
203
0
Downtown Parking District
3
0.02
84
�F
TOTAL DIRECT T` P
� ���
� , �
� 00.0 o
a� M
TOTAL INDIRECT COST ALLOCATION
418
12
CITY OF ARROYO GRANDE
COST ALLOCATION PLAN FOR FISCAL YEAR 2010-2011
Indirect Program Cost Allocation
D
c�
c�
CL
0
U3
c�
�F
"*4M
INDIRECT COST PROGRAM:
B UDGET:
BASE of ALLOCATION:
DIRECT COST PROGRAM
Planning Division
Pol ice
Fire
Building S Division
Public wort:
Engineering Division
Street Lighting & Maintenance
Sewer Maintenance
Street Maintenance
Water System Maintenance
Lop ez water System
Parrs Maintenance
Recreation & Building Maintenance
Administration
General Recreation
Other Progr
Soto Sports Complex
Other Budget Activity:
Redevelopment Agency
Redevelopment Set Aside
TOTAL DIRECT COST PROGRAMS
Administrative Services-Payroll
$209 # 127
Full Time Equivalent FTE Employees
BASE OF
PERCENT
COST
ALLOCATION
OFTOTAL
ALLOCATION
3.45
5.48%
11,460
34.00
53.96
112
-
0.00
-
1.00
1.59
3,325
1.00
1.59%
3,325
1.00
1.59%
3
2.34
3.71
7
3.00
4.76%
9
5.66
8.98
1 8,780
--
0.00
-
3.50
5.56%
11,627
0.50
0.79
1
1.70
2.70%
5
2.80
4.44%
9
2.50
3.97%
8,302
0.25
0.40%
837
0.30
0.48%
1,004
TOTAL INDIRECT COST ALLOCATION
ran I nn MO
209,127
1
CITY OF ARROYO GRANDE
COST ALLOCATION PLAN FOR FISCAL YEAR 2010 -2011
Indirect Program Cost Allocation
INDIRECT COST PROGRAM: Administrative Services Administration
BUDGET: $69,709
BASE OF ALLOCATION: Total Operating Budget
BASE OF
PERCENT
COST
DIRECT COST PROGRAM
ALLOCATION
OFTOTAL
ALLOCATION
Planning & Development
456
3,00%
2
Police
5
36.68
25,569
Fire
1 9 000
0.01%
7
Building Safety
250
1.65%
1
Public works:
Engineering
317,799
2.09
1 1 457
Street Lighting & Maintenance
285
1.88%
1,311
Sewer Maintenance
3
2.08
1
Street Maintenance a
734,612
4.84
3
Water System Maintenance
2
13.76
%592
Lopez water System
2
18.39
12
Parks Maintenance
546,565
3.60
2,510
Recreation &. Bui Maintenance:
Ad ministr at ion
142,976
0.94
655
General Recreation
138,740
0.91%
634
Other Programs
670,175
4.41%
3,074
S oto Sports Complex
254
1.68
1
Other Bu Activity:
Redevelopment Agenc
524
3.46
2,412
Redevelop Set Aside
71
0.47
3
c>
Landscape Maintenance
3,800
0.03
2 1
Parkside Maintenance nanee
8
0.05
35
C
Transportation
8
0.05%
35
Downtown Parking District
3
0.02
14
c
TOTAL DIRECT COST PROGRAMS
1 5,190,557
100.00%
�F
00 M
TOTAL INDIRECT COST ALLOCATION
69
14
CITY OF ARROYO GRANDE
COST ALLOCATION PLAN FOR FISCAL YEAR 2010 -2011
Indirect Program Cost Allocation
INDIRECT COST PROGRAM: City Clerk
BUDGET: $295,549
BASE OF ALLOCATION: Council Agenda Items
1
BASE OF
PERCENT
COST
DIRECT COST PROGRAM
ALLOCATION
of TOTAL
ALLOCATION
Planning & Development
6 1
39.58%
S 116,978
Police
15
9.75%
28,81
Fire
o
0.0 0%
-
Bui lding Safe
0
0 .0 0%
-
Public works:
Engineering
23
1 4.93%
44,125
Street L &. Maint enance
0
0.00%
-
Sewer Maintenance
4
2.60
7 9 684
Street Maint enance
12
7.80%
23,053
Wat System Maintenance
8
5 .20%
151 369
Lopez water System
o
0.00
-
Parks Maintenance
5
3.25%
9
Recreat &r Building Maintenance:
Administration
6
3.90%
11,526
General Recreation
11
7.14
21
Other Programs
1
0.65
1,921
Soto Sports Compl
2
1.30
3,842
Other Budget Activi
Redevelopment Agency
2
1.30
3542
Re develo p ment Set Aside
2
1.30%
3,
Landscape Maintenance
1
0.65
1
c>
Par si a Maintenance
1
0.65%
1
C
Transportat
0
0.
-
D owntown Parking District
0
0.00%
-
TOTAL DIRECT COST PROGRAMS
154
100.0
,F0
c�
TOTAL INDIRECT COST ALLOCATION
295,549
1
CITY OF ARROYO GRANDE
COST ALLOCATION PLAN FOR FISCAL YEAR 2010-2011
Indirect Program Cost Allocation
D
c�
c�
CL
0
U3
M
N co
o c�
INDIRECT COST PROGRAM:
BUDGET-.
BASE OF ALLOCATION:
DIRECT COST PROGRAM
Planning & Development
Police
Fire
Building Safety
Public Works:
Engineering
Street Lighting & Maintenance
Sewer Maintenance
Street Maintenance
Water System Maintenance
Lopez Water System
Parks Maintenance
Recreation &. Building Maintenance:
Administration
General Recreation
Other Programs
Soto Sports Complex
Other Budget Activity:
Redevelopment Agency
Redevelopment Set Aside
Landscape Mainten
Park side Maintenance
Transportation
Downtown Parking District
TOTAL DIRECT COST PR
City Attorney
$173,250
Total Operating Budget
TOTAL INDIRECT COST ALLOCATION
BASE OF
PERCENT
COST
ALLOCATION
OF TOTAL
ALLOCATION
456,242
3.00%
5,378
5
36.68%
65
1,000
0.01%
18
250
1.65%
2,958
317,799
2.09%
3,746
285,200
1.88%
3,370
316
2.08%
3
734
4.84%
8,676
2,090
13.76%
24
2
18.39%
32,964
546
3.60%
6
142976
0.94%
105
138
0.91
1,631
670,175
4.41%
7,905
254,707
1.68%
3
524,870
3.46%
6,202
71,140
0.47%
842
3
0.03
5 4
8
0.05%
9
8
0.05
90
3,100
0.02%
36
15,130,557
100.00%
179,250
16
CITY OFARROYO GRANDE
COST ALLOCATION PLAN FOR FISCAL YEAR 2010 -2011
Indirect Program Cast Allocation
D
c�
c�
N.
INDIRECT COST PROGRAM:
BUDGET:
BASE OF ALLOCATION:
DIRECT" COST PROGRAM
Planning & Development
Police
Fire
Building Safety
Public works:
Engineering
Street Lighting & Maintenance
Sewer Maintenance
Street M aintenance
Wat er System Maintenance
Lopez water System
Parks Maintenance
Recreation & Building Maintenance:
Administration
General Recreation
Other Programs
Soto Sports Complex
Other Budget Activity:
Redevelopment Agency
Redevelopment Set Aside
Landscape Maintenance
P Maintenance
Transportation
Downtown Parking District
TOTAL DIRECT COST PROGRAM
Nora Departmental
$755,340
Total Operating Budget
TOTAL INDIRECT COST ALLOCATION
BASE OF
PERCENT
COST
ALLOCATION
OF TOTAL
ALLOCATION
456
3.00%
$ 22,660
5,572,680
36.68
277,059
1,000
0.01%
76
250
1.65
121
317799
2.09
15,787
285
1.88%
14,200
316
2.08%
15
734
4.84
36
2
13.76%
103
2,793,638
18.39%
138,907
546,565
3.60
27,192
1 42
0.94%
7,100
138,740
0.91
6,874
670,175
4.41%
33
254,707
1.68%
12
524
3.46%
26� 135
71
0.47%
3
3800
0.03
227
8
0.05%
378
8
0.05
378
3
0.02%
151
15,190,557 100.00%
$ 755,340
1
CITY OFARROYO GRANDE
COST ALLOCATION PLAN FOR FISCAL YEAR 2010-2011
Indirect Program Cost Allocation
INDIRECT COST PROGRAM: Government Building Maintenance Personnel
B UDGET: $94,899
BASE OF ALLOCATION: Department Square Footage
1
BASE O
PERCENT
COST
DIRECT COST PROGRAM
ALLOCATION
OFTOTAL
ALLOCATION
Planning & Development
600
2.66%
2,524
Police
7,400
32.84%
31
Fire
-
0.00
-
uil d ing Safety
852
3.78
3
Pu blic W
Engineering
1,200
5.32
5
Street Lighting & Maintenance
-
0.00
-
Sewer Maintenance
258
1.14
1
Street Maintenance
258
1.14%
1 7 082
Water System Maintenance
774
3.44%
3
Lopez water System
-
0.00%
-
Par M
-
0.00%
-
Recreation & Building Maintenance:
A dministration
1
5 .94%
5
General Recreat
2
11.89
11
Oth er Programs
6
29.89
28
Soto Sports Complex
-
0.00
-
ther Budget Activity:
Redevelopment Agency
221
0.98%
930
Redevelopment Set Aside
221
0.98
930
Landscape Maintenance
-
0.00
t>
P rkside Maintenance nce
-
0.00
-
CL
Transportation
-
0.00
-
0
Downtown Parking District
-
0.00
-
� tD
TOTAL DIRECT COST PROGRAMS
22
100.00
N
N M
TOTAL FN1RECT COST ALLOCATION
94
1
CITY OFARROYO GRANDE
COST ALLOCATION PLAN FOR FISCAL YEAR 2010-2011
Indirect Program Cost Allocation
c�
c�
CL
0
c�
w c�
INDIRECT COST PROGRAM:
BUDGET:
BASE OF ALLOCATION:
DIRECT COSH` PROGRAM
Planning & Development
Police
Fire
Building Safety
Public wor ks:
Engineering
Street Lighting & Maintenance
Sewer Maintenance
Street Maintenance
Water System Maintenance
Lopez water System
Parks Maintenance
Recreation & Building Maintenance:
Administration
General Recreation
Other Programs
Soto Sports Complex
Other Budget Activity;
Redevelopment Agency
Redevelopment Set Aside
Landscape Maintenance
Parkside Maintenance
Transportation
Downtown Parking District
TOTAL DIRECT COST PROGRAMS
Government Building Maintenance Supplies
$71,950
Department Square Footage
TOTAL INDIRECT COST ALLOCATION
BASE OF
PERCENT
COST
ALLOCATION
OF TOTAL
ALLOCATION
600
2.
$ 1
7
32.85%
23
0.00%
852
3.
2,720
1,200
5 .3 2 %
3
-
0.00%
-
258
1.1 40
820
258
1.14
820
774
3.43%
2,468
0.00%
-
-
0.00
-
1
5.94%
4
2
11.89%
8
6,738
29.89
21,506
-
0.00%
-
221
0.98
705
221
0.98
705
-
0.00
-
0.00%
-
-
0.00
-
_
n nno„
_
pan I ran nniD .,
$ 71,950
19
CITY OF ARROYO GRANDE
COST ALLQCATION PLAN FOR FISCAL YEAR 2010-2011
Indirect Program Cost Allocation
D
c�
c�
CL
0
U3
M
N co
44h m
IN COST PROGRAM:
BUDGET:
BASE OF ALLOCATION:
DIRECT COST PROGRAM
Planning & Development
Police
FOr
Building Safety
Public Works:
Engineering
Street Lighting & Maintenance
Sewer Maintenance
Street Maintenance
Water System Maintenance
Lopez water System
Parks Maintenance
Recreation & Building Maintenance:
Adrninistrtin
General Recreation
Other Programs
Soto Sports Complex
Other Budget Activity:
Redevelopment Agency
Redevelopment Set Aside
Landscape Maintenance
Parkside Maintenance
Transportation
Downtown Parking District
TOTAL DIRECT COST PROGRAM
Auto Shop
114,464
Vehicle Maintenance Budget w Fire and Building Safety vehicles)
BASE OF
PERCENT
COST
ALLOCATION
OFTOTAL
ALLOCATION
-
0.00%
26,520
35.13%
40,211
-
0.00%
-
-
0. 00%
-
2
3.58%
4
-
0.00
6 ,500
8.61%
9
18,000
23.85
27,300
1 0
13.25
150
0.00%
-
8,600
11.40%
13
200
0.27 %
309
rt
/
0.00 °J
750
0.99
1
2
2.92
3,342
- 0.00% -
- 0.00 -
- 0.00% -
- 0.00%
- 0.00 -
- 0.00% -
75,470 100.00%
TOTAL INDIRECT COST ALLOCATION
Note 1: Fire and Building Safety vehicles are maintained by Fire volunteer personnel rather than Auto Shop staff,
20
O4 p,RROYO
INCORPORATED 9
T
# JULY 10. 1811
44 IF 0 VtO
MEMORANDUM
TO: CITY COUNCIL
FROM: ANGELA KRAETSCH, DIRECTOR OF ADMINISTRATIVE SERVICES
SUBJECT: SUPPLEMENTAL INFORMATION
AGENDA ITEM 8.e. — AUGUST 10, 2010 CITY COUNCIL MEETING
CONSIDERATION OF APPROVAL OF COST ALLOCATION PLAN
DATE: AUGUST 10, 2010
When preparing the City's 2010 -11 Cost Allocation Plan, staff subtracted out the Fire
department in the calculation due to the formation of the Five Cities Fire Authority
(FCFA). However, staff neglected to deduct the amount of costs ($25,000) that will be
charged directly to the FCFA for City staff time. The correct increase to the General
Fund should be $47,000. If approved, staff will adjust the Cost Allocation Plan
accordingly.
INCORPORATED
*JULY 10, 1911
MEMORANDUM
I
F
To, CITY COUNCIL
FROM: ANGELA K AETSCH, DIRECTOR of ADMINISTRATIVE E SEF ICE
SUBJECT: CONSIDERATION ATIOI of A RESOLUTION AUTHORIZING ING THE FIDE
STATION EXPANSION SION EI EI AL OBLIGATION BOND PROPERTY
TY
TALC LEVY DATE
DATE* AUGUST 10, 201
RECOMMENDATION:
MEND TION
It is recommended the City Council adopt the attached resolution authorizing the FY 2010-
1 1 fire station expansion property tax levy approved by voters on November 5, 2002. City
staff and the San Luis Obispo county Auditor controller's Office have calculated a
.00817% levy per $100 of assessed value.
FINANCIAL IMPACT:
Due to a drop of approximately 1.25% in assessed values, the San Luis Obispo County
Auditor controller's Office has recommended that the city maintain the tax levy rate of
.00817%, which is the same rate as the prior gear. By Keeping the rate flat, the city will
avoid having to raise the rate in future years. The tax levy rate of .00817% is expected
to result in revenues of approximately $187,000. This will provide sufficient revenues
for paging FY 10- 11 principal and interest of approximately $139, 000; paying agent fees
and banking administrative cost of $1,800; and San Luis Obispo County handling
charges of $500. The remaining $45,700 will go into reserves to help offset any future
increases in the tax rate.
BACKGROUND:
O November 5, 2002, voters approved Measure 0-02, authorizing the expansion of the
Arroyo Grande Fire Station and the issuance of $1,900,000 in general obligation bonds.
The Measure, which was approved by more than two-thirds of the A rroyo Grande voters
voting in the election, authorized bonded indebtedness and placing a tax on real
property within the Arroyo Grande city limits. The election results were subsequently
certified and the bonds issued in accordance with all laws and regulations.
Interest and principal payments, paying agent fees and banking administrative costs on
the general obligation bonds are due during FY 2010.11. The San Luis Obispo County
Auditor- Controller requires that all tax levies be submitted by August 31, 2010 for
collection and remittance in December 2010 and April 2011.
Agenda Item 8.f.
Page 1
CITY COUNCIL,
CONSIDERATION OF GENERAL. OBLIGATION BOND PROPERTY TALC LEVY
AUGUST 10, 201
PAGE 2
AN YLYSIS OF ISSUES:
Staff from the San Luis Obispo County Auditor - Controller's Office and the City concurs
on the amount required for principal, interest, and fees; the calculation used in
determining the tax levy rate; and the tax leery rate amount of .00817%.
ALTERNATIVES;
The following alternatives are provided for City Council consideration:
Approve staff recommendations by approving the attached resolution;
- Given available reserves the City Council could direct staff to pursue a
decrease in the rate, but staff believes this would not be prudent until property
values stabilize;
-
Modify staff` recommendations and approver
- Provide direction to staff.
ADVANTAGES:
TAGES:
By approving the tax levy rate, the County will be able to place the tax levy on the
current tax rolls. In addition, the recommended rate will ensure sufficient funds are
available to pay debt service o n the bonds and avoid the creed for any future increase.
DISADVANTAGES:
TAGES:
There is no disadvantage identified in this recommendation.
ENVIRONMENTAL REVIEW:
No environmental review is required for this item.
PUBLIC NOTIFICATION AND COMMENTS:
MENTS:
The Agenda was posted in front o f City Hall on Thursday, August 5, 2010. The Agenda
and report were posted on the City's website on Friday, August 6, 2010. No public
comments were received.
Agenda Item 8.f.
Page 2
RESOLUTION No.
A RESOLUTION TIOI of THE CITY COUNCIL of THE CITY of
ARROYO GRANDE E AUTHOF IZING THE FIFE STATION
EXPANSION PROPERTY TAX LEY FOR FISCAL YEAR
2010-11
WHEREAS, City of Arroyo Grande "City" is a duly authorized municipal corporation
and existing under the lags of the State of California; and
WHEREAS, in the City of Arroyo Grande, a special election (the "Election" ) was duly
and regularly held on the 5 t " day of November 2002, in that territory included within the
boundaries of the City at which Election there was submitted to the qualified voters of
the City the following question:
MEASURE -02: Shall the City of Arroyo Grande expand the Fire Station
including the addition of sleeping facilities, a federally required area for safe
clean up of brood -borne pathogens, a federally required room to store turnout
clothing, a system to divert vehicle exhaust from the apparatus rooms, an
expanded training room, fine sprinklers, seismic retrofit of the facility to meet
current standards, and expansion of the apparatus bay, by issuing $1,900,000 in
general obligation bonds; and
WHEREAS, EAS, more than two-thirds of the votes cast at the Election were in favor of and
assented to the incurring of such indebtedness, and the City Council of the City was
authorized and empo wered to provide for the form of bonds of the City, and for the
issuance thereof for the purpose and objects provided for in the election, payable,
principal and interest, from taxes levied exclusively upon the taxable property within the
City, as permitted by lair: and
WHEREAS, on December 3, 2002, the City Council of the City adopted Resolution No.
3636 which certified the results of the November 5, 2002, Election conducted by the
Registrar of Voters, which results shored that more than two-thirds of the votes cast
were in favor of the proposition to incur bonded indebtedness and levy the tax; and
WHEREAS, the City issued its General Obligation Bonds, Series A of 2003 (Fire
Station Project) in the amount of $1,900,000 pursuant to Resolution Igo. 3648, adopted
by the City Council of the City, which bonds were issued for the purpose of the fire
station expansion and retrofitting project (the "Bonds"); and
WHEREAS, the City Council is further authorized to determine by resolution on or
before August 31 of each year, the specific tarn to be levied on each parcel of land in the
City; and
WHEREAS, it is now necessary and appropriate that the City Council of the City levy
and collect the takes for Fiscal Year 2010 -11 for the purpose specified in the Election,
by the adoption of a resolution;
Agenda Item 8.f.
Page 3
RESOLUTION [O,
PAGE
NOW, THEREFORE, E, E IT RESOLVED ED by the City Council of the City of Arroyo
Grande as follows:
1. In accordance with Government Code Section 43632 there is hereby levied
upon the parcels of land within the City the takes for Fiscal Y ear 2010 -11 (the
"Taxes ", at the tax rates set forth in Exhibit A attached hereto and incorporated
herein. The City Manager or his designee (the "City tanager" ) is designated
and directed to file this Resolution with the San Luis Obispo County Auditor -
Controller by August 31, 2010.
2. The Taxes shall be collected in the same manner as ordinary ad valorem taxes
are collected and shall be subject to the same penalties and the same
procedure, sane and lien priority in cases of delinquency as provided for ad
valorem takes, as such procedure may be modified by law or the City Council of
the City from time to time. After collection by the County, the amount of the
assessments, after deducting compensation due the County for collection, shall
be paid to the City.
3. The City Manager is hereby authorized to transmit a certified copy of this
Resolution to the San Luis Obispo County Assessor and the San Luis Obispo
Treasurer -Tax Collector, together with other supporting documentation as may
be required to place the Taxes on the secured property tax roll for Fiscal Year
2010 -11 and for the collection of the Takes in the manner of ad valorem property
takes, and to perform all other acts which are required by law or deemed
necessary by the City Manager in order to accomplish the purpose of this
Resolution, or Bond covenants.
On motion of Council Member , seconded by Council Member
and on the following roll call vote, to wit:
AYES:
NOES:
ABSENT:
the foregoing Resolution was passed and adopted this day of 2010.
Agenda Item 8.f.
Page 4
RESOLUTION NO.
PAGE 3
TONY MAYOR
EAid.6
KELLY WETMORE, CITY CLERK
APPROVED AS TO CONTENT:
STEVEN ADAMS, CITY MANAGER
APPROVED AS TO FORM:
DAVID H. HIRSCH, ASST. CITY ATTORNEY
Agenda Item 8.f.
Page 5
EXHIBIT A
SCHEDULE OF TAX RATE
Tax rate per $100 of assessed value = .00817%
Agenda Item 8.f.
Page 6
JAR
0
MCORPORATID
#3
oR P MEMORANDUM
TO: CITY COUNCIL
FROM: ANGELA F RAETSCH, DIRECTOR R F ADMINISTRATIVE SERVICE
Y: KAREN SISKO, HUMAN RESOURCES MANAGERO`
SUBJECT: CONSIDERATION OF A RESOLUTION INCREASING THE SAFETY
SHOE ALLOWANCE FOR DESIGNATED PAIN -TIME POSITIONS
DATE: AUGUST 10, 201
RECOMMENDATION:
It is recommended that the City Council adopt a resolution increasing the safety shoe
allowance for designated part -time positions.
FINANCIAL IMPACT:
There are currently nine part -time employees that qualify for the safety shoe allowance.
The increase in reimbursement would be $75 per employee for a total of $675. There is
sufficient funding in the current budget to cover this amount.
BACKGROUND:
Designated fall -time staff positions that work in the field receive an annual safety shoe
allowance of $150. The part -time employees who work in the field currently receive a
safety shoe allowance of $75. Safety shoes are required in the field because of the
nature of the work.
ANALYSIS OF ISSUES:
It is proposed that the part -time positions of Maintenance Worker, Custodian, and
A ssistant / Associate/Senior Engineer would qualify to receive a'n additional amount of
$75 annually to bring their safety shoe allowance up to $150 annually. Many of the
part - time employees have seen an increase in their hours worked this past year due to
staffing changes and reorganization. Due to the increased hours, the employees
experience more gear on their safety shoes. By providing therm with an additional $75
towards their safety shoe allowance, they will be able to purchase a higher quality shoe
than will last longer.
Employees shall continue to submit a receipt for reimbursement. Employees who work
less than one year will receive a prorated allowance based on time worked. The safety
shoes must be worn during all hours where there is a need for such shoes or as
Agenda Item 8.g.
Page 1
CITY COUNCIL
CONSIDERATION ATION F A RESOLUTION INC EASING THE SAFETY SHOE
ALLOWANCE FOR DESIGNATED PART - TITLE POSITIONS
AUGUST 10, 2010
PAGE 2
required by the Department Director. Shoes shall be purchased during the month of
,Judy (with the exception of the c urrent fiscal year when they may be purchased in
August or for a new hire). Only One reimbursement shall be allowed per fiscal year.
ALTERNATIVES:
The following alternatives are provided for the Council's consideration:
- Approve staffs recommendation by adopting the resolution;
-
Do not approve staff s recommendations;
-
Modify as appropriate and approve stafFs recommendation; or
Provide direction to staff.
ADVANTAGES:
Safety shoes help provide protection for employees from foot injuries. Not only do they
contribute to the health and safety of the employees, but also assist in deterring
Workers' Compensation costs if an employee were to be injured. The increase will also
help address employee concerns regarding an inequity between full - time and part -tune
staff.
DISADVANTAGES,
The only disadvantage is the increased cost which is minimal and can be addressed
within the existing budget.
ENVIRONMENTAL REVIEW:
:
No environmental review is required for this item.
PUBLIC NOTIFICATION AND COMMENTS:
The Agenda was posted in front of City Hall on Thursday, August 5, 2010. The Agenda
and report were posted on the City's rrebsite on Friday, August 6, 2010. No public
comments w ere received.
Agenda Item 8.g.
Page 2
RESOLUTION No.
A RESOLUTION of THE CITY COUNCIL of THE CITY of
ARROYO GRANDE INCREASING THE SAFETY SHOE
ALLOWANCE FOR DESIGNATED PART-TIME POSITIONS
WHEREAS, the City has hired part- time employees whose positions require safety
shoes; and
WHEREAS, the City Council of the City of Arroyo Grande "City" deems it in the best
interest of the City to provide an increased safety shoe allowance for designated part -
time positions as hereinafter provided;
NOW, THEREFORE BE IT RESOLVED by the City Council of the City of Arroyo
Grande that:
1. A $150 annual safety shoe allowance shall be established for the part- time
positions of Maintenance Worker, custodian, and Assistant/Associate/Senior
Engineer.
2. Employees who work less than one year will receive a prorated allowance based
on time worked.
3. The safety shoes must be worn during all hours where there is a need for such
shoes or as required by the Department Director.
4. Shoes must be purchased during the month of duly with the exception of the
current fiscal year when they may be purchased in August). Employees must
submit a receipt for the safety shoes and will be reimbursed up to $150. Only
one reimbursement will be allowed per fiscal year.
This Resolution shall become effective as of August 11 2010.
On motion of Council Member
, and on the following roll call vote, to wit
AYES:
NOES
ABSENT:
the foregoing Resolution was passed and adopted this
2010.
seconded by Council Member
day of
Agenda Item 8.g.
Page 3
RESOLUTION NO.
PAGE 2
TONY FER AF A, MAYOR
ATTEST:
KELLY I ETMO E, CITY CLERIC
APPROVED AS TO CONTENT:
TENT:
STEVEN ADAMS, CITY MANAGER
APPROVED AS TO FORM:
DAVID H. HI SCH, ASST. CITY ATTORNEY
Agenda Item 8.g.
Page 4
A.
WCORPORATED
,SLY 10. 1911
. q MEMORANDUM
� �
To: CITY COUNCIL
FROM: ANGELA K AETSCH, DIRECTOR of ADMINISTRATIVE SEF ICE
BY. KAREN
SISKO, HUM !E S LJ c Es MAN
SUBJECT: CONSIDERATION of A RESOLUTION AMENDING THE SERVICE
EMPLOYEES INTENATIONL UNION, LOCAL 620 THIRD SIDE
LETTER of AGREEMENT To INCLUDE FULL WATER
CERTIFICATION PAY FOR THE PUBLIC WORKS SUPERVISOR,
STREETS DIVISION
DATE: AUGUST 10, 201
R ECOMMENDATION:
It is recommended that the City Council adopt a resolution amending the Service
Employees International Union, Local 20's third side Letter of Agreement to include full
water certification pay for the Public Works Supervisor, Streets Division.
FINANCIAL IMPACT:
The increase in compensation for the person in the effected position, based upon
application of this change and other MOU provisions, would be 3.0% of the employee's
base salary or $1 ,968.00 annually. There is sufficient funding in the current budget to
cover this amount.
BACKGRO
O n April 27, 2010, the City Council approved a Third Side Letter of Agreement with the
Services Employees International Union, Local 6 20. As part of the agreement,
employees permanently assigned to the Water Services Section were granted up to a
maximum of % of their base salary for water certifications. All other maintenance
employees were eligible for up to 2% of their base salary for water certifications.
ANALYSIS of ISSUES:
The Public Works Supervisor, Streets Division position is currently only eligible for up to
a maximum of 2 of base salary for water certifications since this position is not
permanently assigned to the Water services Section. As part of the position's duties,
however, it is on-call for the entire department every other week and is required to have
certifications so the employee in the position can work on the grater system if required.
This position should be eligible for the full certification pay due to the nature of the work
Agenda Item 8.h.
Page 1
CITY COUNCIL
CONSIDERATION of A RESOLUTION AMENDING THE SERVICE EMPLOYEES
INTERNATIONAL UNION, LOCAL 620wS THIRD SIDE LETTER of AGREEMENT To
INCLUDE FILL WATER CERTIFICATION PAY FOR THE PUBLIC WORKS
SUPERVISOR, STREETS DIVISION
AUGUST 10, 201
PAGE 2
duties. This issue was not brought to the attention of the City by the employee and
Union representatives until after the Side Letter of Agreement was approved, but after
review, staff recommends it be addressed.
ALTERNATIVES:
The following alternatives are provided for the Council's consideration:
- Approve staff's recommendation by adopting the resolution;
- Do not approve staffs recommendations;
- Modify as appropriate and approve staff's recommendation; or
Provide direction to staff.
ADVANTAGES:
TAGES:
This increase in certification pay would fairly compensate the Public Works Supervisor,
Streets Division position for the duties that are expected of it.
DISADVANTAGES:
The only disadvantage is the increased cost, but it can be addressed in the existing
budget.
ENVIRONMENTAL RE I EII:
No environmental review is required for this item.
PUBLIC NOTIFICATION AND COMMENTS:
The Agenda was posted in front of City Hall on Thursday, August 5, 2010. The Agenda
and report were posted on the City's website on Friday, August 6, 2010. No public
comments were received.
Agenda Item 8.h.
Page 2
RESOLUTION No.
RESOLUTION of THE CITY COUNCIL of THE CITY of
ARROYO GRANDE AMENDING THE SERVICE EMPLOYEES
INTERNATIONAL UNION, LOCAL 620'S THIRD SIDE LETTE I
OF AGREEMENT To INCLUDE FALL WATER CERTIFICATION
TION
PAY FOR THE PUBLIC WORKS SUPERVISOR, , STREETS
DIVISION
WHEREAS, the city Council of the City of Arroyo Grande "City" deems it in the best
interest of the City to approve an amendment to the Third Side Letter of Agreement with
the Service Employees International Union, Local 620, City Council Resolution No.
4274, to include full water certification pay for the Public Works Supervisor, Streets
Division;
Not, THEREFORE BE IT RESOLVED by the City Council of the City of Arroyo
Grande that:
An amendment to the Third Side Letter of Agreement with the Service
Employees International Union, Local 620 "SEIU" is hereby approved by
modifying paragraph 4 and the amendment to Section 9.9 of Article 9 of the
Memorandum of Understanding to provide full water certification pay up to a
maximum of % for the position of Public Works Supervisor, Streets Division. A
copy of the modified "Amended Third Side Letter of Agreement, Modification to
Memorandum of Understanding" is attached hereto, marked Exhibit "A ", and
incorporated herein by this reference.
2. This modification to the Third Side Letter of Agreement, as provided herein, shall
be deemed effective as of March 1, 2010.
O motion of Council Member , seconded by Council Member
, and on the following roll call vote, to wit:
AYES:
NOES:
ABSENT.
the foregoing Resolution was passed and adopted this day of
, 2010.
Agenda Item 8.h.
Page 3
RESOLUTION NO,
PAGE 2
T'N FERRARA, IAR
ATTEST:
KELLY I ETM RE, CITY CLERIC
APPROVED AS TO CONTENT:
STEVEN ADAMS, CITY MANAGER
APPROVED AS TO FORM:
DAVID H. H IRSC H, ASST. CITY ATTORNEY
E
Agenda Item 8.h.
Page 4
Exhibit "A"
AMENDED THIRD SIDE LETTER of AGREEMENT
MODIFICATION To MEMORA NDUM of UNDERSTANDING
For valuable consideration, the receipt and sufficiency of which is hereb
acknowledged, the City of Arroyo Grande "City" and the Service Employees
International Union "SEIU" do hereby agree to modify the current Memorandum of
Understanding "M U" between the City and SEIU as follows:
1. Article 1 shall be amended to extend the term of the Memorandum of
Understanding through June 30, 2011.
2. Article 7.H shall be amended to delay % of the 5 "Cost of Living Adjustment"
(COLA) for all represented classifications effective on June 25, 2010 to instead
have % be effective on dune 23, 2011 and 1 % shall remain effective on June
25, 2010 as shorn in Attachments 1 and 2 of this Agreement. If the find results
of the City's financial audit for FY 2009-10 identify revenues in excess of
$100,000 over original budgeted amounts for the Street Fund and General Fund,
exclusive of Local Sales Tax, the MOU may be reopened for the purpose of
discussing and considering accelerating the effective date of a portion of, or
entire, COLA amount.
I Article 7.1 shall be amended to read as follows:
I. OTHER ADJUSTMENTS
If a COLA is provided to any other labor group in FY 2009-10 greater than
1 or earlier than June 25, 2010 or in FY 2010 -11 greater than o for
management or Fire, 4 .5% for AGP A s worn, or 5.5% for AGP A non-
sworn, or earlier than June 23, 2011, increases for all employees
represented by Union will be adjusted to be equal to the timing and/or
greatest percentage amount of those increases. This provision shall not
apply to inequity adjustments for individual classifications that are deemed
necessary due to salary compaction issues with other classifications.
4. Article 9 shall be amended to add the following:
9.9 Water Treatment and Distribution certification Pay
Effective June 2, 2010, employees in classifications of Maintenance
Worker I, II, and III, Water Services Worker, Public Works and Parks Lead
Person, Sports Facility Coordinator, and Public Works and Parks
Supervisor shall receive special pay of 1% of their base salary for each
Water Treatment Operator Certification from the California Department of
Agenda Item 8.h.
Page 5
Public Health T1 through T3 received and maintained and Water
Distribution Operator Certification D1 through D4 received and maintained
up to a maximum o % for employees permanently assigned to the Water
Services Section and the Public Works Supervisor, Streets Division, and
2% for employees assigned to other maintenance operations. Employees
shall receive special pay for each certification obtained only as long as
each individual certification is maintained. Employees may receive up to a
total maximum of 7.5% for Educational Pay and hater Treatment and
Distribution Certification Pay when combined. Employees shall not
receive both Educational Pay and later Treatment and Distribution
Certification Pay for the same education completed. In such case that
education completed to obtain Water Treatment and Distribution
Certifications qualify an employee to receive Educational Pay, the
employee shall receive whichever is highest between the two special pay
amounts.
5. Article 10 shall be amended to read as follows:
ARTICLE 10. MEDICAL INSURANCE
ANCE
10.1 Medical Insurance Benefits
A. The base medical plan shall be defined as the Health Maintenance
Organization (HMO) program available to the City. If availability of an
HMO to the City is discontinued by the medical plan provider, the base
plan will become the basic PPO plan available to the City by the existing
medical plan provider.
B. The City will maintain health benefits through CalPE S for calendar year
2010.
10.2 cafeteria Plan
A. Effective January 1, 2009, the City shall contribute an equal amount
towards the cost of medical coverage under the Public Employee's
Medical and Hospital Care Act PEMHCA for both active employees and
retirees. The City's contribution toward coverage under PEMHCA shall be
the minimum contribution amount established by CalPERS on an annual
basis. Effective January 1, 2010, the City's contribution under PE11HCA
shall be $105.00.
B. Effective January 1, 2009, employees participating in the city's full flex
cafeteria plan shall receive a flex dollar allowance to purchase group
health coverage for medical, dental and vision under the City's Cafeteria
Plan. For the period of January 1, 2010 through December 31, 2010, the
flex dollar allowance shall be $550.26 with respect to an employee
enrolled for self alone, $1,008.74 for an employee enrolled for self and
Agenda Item 8.h.
Page 6
one family member, and $1 ,29'1.27 for any employee enrolled for self and
two or more family members.
C. For the period of .January 1 2011 through June 20, 2011, the flex dollar
allowance shall be the amount in effect on December 31, 2010 plus 75%
of any increase to the medical premiums for the base plan and 100% of
any increase to the dental and vision insurance premiums.
D. A portion of the flex dollar allowance ($105-00 for 201 is identified as the
City's contribution towards PEMHCA. This amount will be adjusted on an
annual basis as the PEMHCA minimum contribution increases.
Remaining flex dollars must be used by employees to participate in the
City's health plans. Employees who waive medical coverage under the
Cafeteria Plan because he /she provided the City with written proof that
Medical insurance coverage is in force through coverage provided by
another source consistent with any rules or restrictions on the City by the
medical plan provider, can take flex dollars for the amount provided to
employees enrolled for self alone (taxable income), deposit it into their 457
plan, or use it to purchase voluntary products. No remaining flex dollars
may be redeemed.
6. Article 11 shall be amended to make New Year's Eve a full day paid holiday
rather than a Y day paid holiday.
7. Article 14 shall be amended to eliminate section '14.5 Furloughs
8. Article 24 shall be amended to replace the language added by the Side Letter of
Agreement effective .June g, 2009 to instead read as follows:
A layoff of one Public Works Inspector position shall take effect on .July 1, 2009.
An additional layoff of one child Care coordinator position may take effect on or
after ,July 1, 2010 if deemed necessary by the City Council. The parties agree
there shall be no additional loss of filled positions due to layoff represented by
SEIU Local 620 between the effective date of this Side Letter of Agreement and
.June 30, 2011 unless at any time during than period the City's FY 2009-10 or F
2010-11 General Fund Ending Fund Balance is projected to he reduced by 30
or more from the Fly 2008-09 actual General Fund Ending Fund Balance due to
action by State, County or Federal Government, an economic downturn in the
local economy, the impacts of a catastrophic event or natural disaster, or any
other unforeseen events outside the control of the City; or in the event the City's
FY 2009-10 or FY 2010-11 General Fund revenues, excluding transfers, are
projected to be reduced o or more from the budgeted amounts for that year
due to action by State, County or Federal Government, an economic downturn in
the local economy, the impacts of a catastrophic event or natural disaster, or any
other unforeseen events outside the control of the city.
Agenda Item 8.h.
Page 7
If any of these conditions occur, the Union shall be granted an opportunity to
meet and consult with the City to discuss proposed alternatives to address the
budget shortfall. If, in the judgment of the City, it becomes necessary to make a
reduction in force net possible through attrition between the effective date of this
Side better of Agreement and June 30, 2011, temporary and permanent part -time
employees will be subject to layoff prior to permanent fall- time employees within
the same division o department performing similar duties o tasks.
For City of Arroyo Grande For Local 620, Service Employees
International Union, Arroyo Grande
Chapter
Date
Date
Agenda Item 8.h.
Page 8
R
IN ORP014ATED
t �
' Y 10 i , °„ MEMORANDUM
FOR
TO: CITY COUNCIL
FROM: STEVEN ADAMS, CITY MANAGER
SUBJECT, CONSIDERATION OF AMENDMENT TO CONSULTANT SERVICES
AGREEMENT WITH PLANNING COMPANY ASSOCIATES
DATE. AUGUST 10, 201
RECOMMENDATION:
It is recommended the City Council authorize the City Manager to execute a second
amendment extending the consultant services agreement with the Planning Company
Associates for an additional six month period for assistance in obtaining Caltrarns
approval for a proposal to address deficiencies at the Brisco Road/Halcyon Road —
Hig ay 101 I nterchange.
FINANCIAL IMPACT:
The proposed cost of the extension of the agreement is $32,000, which is
recommended to be funded from Transportation Facility Fund monies budgeted in the
Capital Improvement Program for this project. The amount is the same as the cost for
the original six -month agreement and first extension.
B ACKGROUND :
The City has been working on a proposed project to address deficiencies at the Brisco
Road/Halcyon Road — Highway 101 Interchange for over a decade. The Project Study
Report PS has been previously approved. The Project Approval and Environmental
Document PA & E is near completion. However, the city reached what can be
described as a stalemate with Caltrns due to concerns with design exceptions required
by improvements the city believes are necessary to address both regional and local
transportation system deficiencies. As a result, it was determined that professional
assistance in coordinating the process with Caltrans would be helpful in achieving a
positive outcome. The City Council approved a consultant services agreement with the
Planning Company Associates at the August 11, 2009 meeting as recommended by the
risco Road /Halcyon Road — Highway 101 Interchange City Council Subcommittee. A
six month extension was approved by the City council at the February 23, 2010
meeting. That extension will soon expire and staff is recommending their services be
continued.
Agenda Item 8J.
Page 1
CITY COUNCIL
CONSIDERATION OF AMENDMENT TO PROFESSIONAL SERVICES AGREEMENT
WITH THE PLANNING COMPANY ASSOCIATES
AUGUST 10, 2070
PAGE 2
ANALYSIS of ISSUES:
Obtaining approval by Caltrans for improvements to the Brisco Fad /Halcyon Road —
Highway 101 Interchange has proved to be a difficult task given the inability to address
deficiencies while meeting all of Caltrans design standards. This is largely due to
conditions created by an old highway and local street system designed well before the
current standards were developed.
Planning Company Associates is recognized as a leader within the State in developing
strategic solutions to transportation planning and financing issues. They have worked
for a number of large clients and closely with Caltrans in successfully resolving a
number of capital project issues. Therefore, staff believes their assistance is important
in order to successfully address this issue, which has been established as a high priority
by the City and community.
The City has continued to experience problems in obtaining Caltrans support for a
proposed project alternative that will meet the City's local circulation needs. Ho wever,
progress is being made and the consultant's assistance has been instrumental. A new
alternative is currently being researched and Caltrans staff have indicated some level of
support if the results of the technical review are favorable. Therefore, extension of the
agreement is necessary.
ALTERNATIVES:
The following alternatives are provided for the Council's consideration:
Authorize the City Manager to execute an amendment extending the consultant
services agreement with Planning Company Associates for assistance in obtaining
Caltrans approval for a proposal to address deficiencies at the B risco
F oad /Halcyon Road — Highway 101 Interchange.
- Dc not authorize the extension.
- Provide staff other direction.
ADVANTAGES:
TAGES:
Staff strongly believes continued assistance provided by Planning Company Associates
is important in order to obtain Caltrans approval for a project alternative that will address
local circulation needs, as well as issues on the Highway 10 1 mainline.
DISADVANTAGES:
The agreement will require an expenditure of City funds, but necessary funding is
available in the project account.
ENVIRONMENTAL REVIEW:
No environmental review is required for this item. Environmental review on the project
proposal is being prepared as part of the PACED process.
Agenda Item 8J.
Page 2
CITY COUNCIL
CONSIDERATION OF AMENDMENT TO PROFESSIONAL SERVICES AGREEMENT
WITH THE PLANNING COMPANY ASSOCIATES
AUGUST 10, 201
PAGE 3
PUBLIC NOTIFICATION AND COMMENTS:
The agenda was posted in front of City Hall on Thursday, August 5, 2010 and on the
City's website on Friday, August 6, 2010. No public comments were received.
Attachments:
1. Proposed Consultant Services Agreement Extension F e uest
Agenda Item 8J.
Page 3
KIN i = ' LTii4 il, k 6 l
to
go=
Playing Company Associates
July 26, 2010
Mr. Steve Adams
City of Arroyo Grande
214 E. Branch Street
Arroyo Grande, CA 93420
RE: Consulting Agreement Amendment R cquest
Dear Mr, Adams:
Plmm-dng Company Associates, Inc. " C TCR') appreciates the opportunity to continue to
provide the City of Arroyo Grande with -strategic services to develop transportation
solutions that address the City's access circulation objectives and meet Caltrans'
operational needs for the US 101 corridor. Some progress has been achieved as here is
a g reement on the Bfisco Interchange project purpose /n ced and traffic analysis, but there
is still additional effort required to reach consensus on the solution. The purpose of this
letter is to request an aendrncnt of the existing agreement for PCA to continue to
provide services to assist in the identification and implementation of solutions for the
riso Interchange,
I. SCOPE of S RVICF�
Exhibit A. of the existing agreement is amended to add the following scope of wort:
I Mplementat i on
A. In conjunction with wood Rodgers, PCA will coordinate with Caltrans and
review draft products as needed to complete the Project Approval
n irownental Docum " A& D" )phase of the project
B . PCA will assist wood Rodgers, the City and Caltrans District 5 in efforts t
obtain the necessary Caltrans Headquarters' approval for the completion of
the PA&ED phase of the project.
II. RURATION
The term of the existing agreement is amended to extend the duration by six months.
The reprised expiration date shah be February 15, 2011.
35 North Lake Avenue, Suite 640, Pasadena, California 91101 (626) 440-9377
Fax (626) 448 -170
Agenda Item 8J.
Page 4
Mr. St eve Adains
Agreement Amendment Request
July 26,201
III. COMWENSATIO
Exhibit B of the existing agreement is amended to increase the professional services
expenses budget 32,000 resulting in a revised total net to exceed S 96,000.
Compensation for all professional services to be performed by INCA shall be a monthly
fee o f $5, 000.00. Expenses will be billed in addition to professional sees " "at east'
with no additional markup. The authorized expenses *'not to exceed" budget shall be
increased $2,000.00 resulting in total budget amount of S 6,000.00.
INCA appreciates the oppor nity to continue to e of service to the City of Arroyo
Grande and loos forward to the successful completion of this project.
Sincerely,
F�
H arris, P .E.
Attachment: Arroyo Grande/ PCA Agreement for Consultant Services
Cc: David Grannis, PCA
Carolyn Sutton, PCA
Acceptance of Agreenwnt
Planning Company Associates, Inc. is hereby authorized to %unnish all materials and labor as provided
above to complete the specified scope of services, for which the City of Arroyo Grande agrees to pay the
amount mentioned in this AreemeL t and according to the terms thareof. It is further acknowledged that
this work involves public processes of a discretionary nature and, as such, Planning Company Associates,
Inc. makes no guarantees or wammfies regarding the outcome of any such processes.
Accepted by: , Date: 201
City of Arroyo Grande
Accepted by: , Date: 3 ,2010
Planning Company Associates, Inc.
5 North Lake Avenue, mite 640, Pasadena, Caffomin 91101 (626) 440 -9377
Fax (626) 440 -1707
Agenda Item 8J.
Page 5
THIS PAGE INTENTIONALLY LEFT BLANK
Agenda Item 8.i.
Page 6
W CORPOPIATE
,o, 411 , , MEMORANDUM
4CIF
To: CIT Y COUNCIL
FROM* STEVEN N, ANNIBALI, CHIEF of PoLIC
SUBJECT: CONSIDERATION of CONTRACT FOR ANIMAL CAR AND CONTROL
SERVICES
DATE: AUGUST 10, 201
RECOMMENDATION:
It is recommended the City council approve the Contract for Animal care and Services
with the County of San Luis Obispo not to exceed the fiat year amount of $94,305 and
authorize the Mayor to execute the Agreement.
FINANCIAL IMPACT:
This new contract will provide for contract animal services beginning July 1, 2010, or
frl"teen 15 days following the date of the signature of the county, whichever is later,
through June 8, 2013 unless terminated sooner as provided. This new contract is bad
on the costing methodology that resulted from the animal s ervices study that was
conducted by the Animal Services Committee. The revised cost methodology has resulted
in a cost reduction of $42,319 over the FY 2009-10 budget. The proposed first year cost of
$94,305 represents a cost reduction of $30,195 for the FY 2010-11 budget. A total of
$124,500 In the General Fund is budgeted in FY 2010 -11 for animal services, which will
cover the cost.
BACKGROUND:
On .July 1, 2006, the City Council approved and executed a contract wfth the County of
San Luis Obispo to provide animal services within the ciys boundaries. The agreement
expired on ,dune 30,, 2009. council approved a three month extension on July 28, 2009 at
the request of the County and an additional extension was approved by Council on April
27, 2010, The County Health Agency is currently assigned oversight o f the Animal
Services Division. The County Health Agency and Administrative staff, working with
representatives of the cities, including Chief Annibali, have been performing an animal
services study. The study identified specific animal services provided to the city, data
collection elements and an allocation and fee setting methodology with the intent of
gaining a clearer understanding of the rate setting process. The study is now complete
and this contact represents the new cost methodology.
ANALYSIS SIS of ISSUES:
The animal services study is now complete and has been successfully embraced by both
the County and participating cities. The agreement to pursue the study was parrtty in
Agenda Item 8.j.
Page 1
cIrr COUNCIL
CONSIDERATION TO CONTRACT FOR ANIMAL CARE AND CONTROL SERVICES
AUGUST 10, 2010
PAGE 2
response to concerns identified by the City regarding past and future proposed cost
increases. The County has provided this new contract based on the costing methodology
that resulted from the animal services study.
ALTERNATIVES:
The following alternatives are provided for the Council's consideration:
ow Approve staffs recommendation to approve the contract with the County of San
Luis Obispo;
Do not approve staff s recommendation and direct staff to seek alternatives for
animal services; or
- Provide Direction to staff
ADVANTAGES;
Approval of the Contract for Animal Care and Control Services will enable the City to
provide continuity in animal services and will result in a budget savings.
DISADVANTAGES:
No disadvantages have been identified.
ENVIRONMENTAL R IEW:
No environmental review is required for this item.
PUBLIC NOTIFICATION A D COMMENTS:
The public impacted by the proposal is the Arroyo Grande Police Department's service
population. The public has been made aware of the proposal before Council by a posting
of the Agenda in the front of City Hall on Thursday, August 5, 2010 and on the City "s
website on Friday, August 6, 2010. No public input has been received to date.
ATTACHMENTS
1. contract for Animal Care and Control Services
Agenda Item 8.j.
Page 2
ATTACHMENT 1
CONTRACT
RACT
FOR
ANIMAL CARE AND CONTROL SERVICES
THIS CONTRACT is made and entered into by and between the County of San Luis Obispo,
public entity in the State of California, "County') and, Arroyo Grande, an incorporated city in
the State of California ("City").
WITI ESSET :
WHEREAS, County has established the Division of Animal Services to provide animal
care and control functions including the enforcement of the ordinances s of Sari Luis Obispo
County Code Title 9 and of California state codes pertaining to the care, keeping, and
management o f animals; and
WHEREAS, County, through Animal Services, maintains and operates an animal
shelter and a humane education program; and
WHEREAS, City is desirous of contracting with County for the provision of such
services;
NOW THEREFORE, in consideration of the covenants, conditions, agreements, and
stipulations set forth herein, the parties hereby agree that County shall percrrr the services
described herein for the compensation set forth herein, subject to the ternns and conditions set
forth herein.
1. Services. The parties agree to perform the services described in Exhibit A, attached
hereto and incorporated herein by reference as if set forth in full at this point.
2. Compensation. The parties agree to the compensation described in Exhibit B,
attached hereto and incorporated herein by reference as if set forth in full at this paint.
3. Duration. The parties agree to the duration described in Exhibit C, attached hereto
and incorporated herein by reference as if set forth in full at this point.
4. General Conditions. The parties agree to the general conditions described in Exhibit
D, attached hereto and incorporated herein by reference a if set forth in full at this point.
5. Notices. Notices required in this contract shall be provided to:
COUNTY CITY
Eric Anderson, DVM City of Arroyo Grande
Animal Services Manager Police Department
Po Box 3760 200 North Halcyon load
San Luis Obispo, CA 93406 Arroyo Grande, CA 93420
Page I of 2
Agenda Item 8.j.
Page 3
IN WITNESS WHEREOF, the parties have executed this agreement as of the date set
forth below.
CITY OF ARROYO GRANDE
An Incorporated City in the Mate of California
By:
TONY FERRARA
Date
Mayor of the City of Arroyo Grande
ATTEST:
By:
KELLY WETMORE
Date
City Clerk of the City of Arroyo Grande
COUNTY COUNSEL:
APPROVED AS TO FORM AND LEGAL EFFECT:
WARREN R. JENSEN
County Counsel
Hy:
KATHY BOUCHARD
Date
Deputy County Counsel
COUNTY of SAN LUIS O ISP
Public Entity in the Mate of California
By:
FRANK MECHAM
Date
Chairman of the Board of Supervisors
ATTEST:
By:
JULIE IDEWLD
Date
County Clerk and Ex-Officio Clerk
of the Board of Supervisors
Page 2 of
Agenda Item 8.j.
Page 4
CONTRACT
FOR
ANIMAL L CARE AND CONTROL SERVICES
EXHIBIT
SCOPE OF SERVICES
1 County Obligations The County shall perform the following duties.
a) Shelter Services
i Maitai, or cause to be maintained, an animal shelter whereat stray, owner
surrendered, confiscated, quarantined and custodially impounded household pets are
reccived and provided with appropriate care, housing, and shelter services in
accordance with state regulations, local ordinances, and policies governing the
humane treatment of such animals.
ii) Provide services allowing sheltered animals to be returned to their owners, adopted
into new homes, or to be humanely euthani ed.
iii) Provide for the receipt and publication of lost and found animal reports.
iv Provide services for the humane euthanasia of household pets and for the disposal of
their remains.
h) Field ` r i s
i Receive and respond to public calls for service related to alleged violations of local or
state codes pertaining to the care, keeping, treatment, and management of animals.
ii) Provide for the response to any of the following circumstances 24 hours a day, seven
days a creek:
(1) Domestic animals posing an active and present threat to public safety
(2) animals which are severer injured, ill, or in eminent risk and whose
owner is unknown or unavailable.
(3) or wild animal demonstrating signs of possible rabies infection.
(4) Calls for assistance from law enforcement or emergency response personnel.
(5) Reported animal bites where the animal remains in the area unconfined and whose
owner is unknown or unavailable.
( 6 ) Loose livestock roaming on roadways or other public areas.
Exhibit A Page f of 3
Agenda Item 8.j.
Page 5
Provide for the response to any o f the fo Ilo w ing during r imal Services' normal
business hours:
(1) Pick-up and impoundment of unlimit ed numbers of tray confined, domestic
animals.
(2) Pick -up and disposal of unlimited numbers of dead domestic animals from
roadways, parks, and other public areas.
(3) Pick up and transfer to shelter of owned animals for surrender or euthanasia
(4) Pick up of dead owned animals for disposal
iv Provide for the necessary medical treatment and emergency care for domestic animals
picked up by Animal Services personnel and for those domestic animals Presented
directly to veterinarians by private citizens and emergency response personnel.
v Provide for the receipt, processing and investigation of animal bite reports as well as
the subsequent quarantine of animals in accordance with state codes pertaining to
rabies control.
i ) Receive and respond to reports of animals, domestic or wild, which are suspected to
he rabid or to have been exposed to rabies infection and attempt to affect their
capture. Captured animals will he processed in accordance with state codes pertaining
to rabies control.
vii) Deceive and process all applications related to the keeping and sale of household pets;
inspect and regulate permitted operations in accordance with local and state codes.
viii) Provide for the recording, investigation, administrative hearings, and issuance of
findings and orders related to animal nuisances, animal seizures or confiscations, and
dangerous or vicious animals. Nuisances which remain unresolved following the
issuance of an abatement order will be processed to court through the City Attorney's
office.
ix Assist in the preparation and filing of court documents related to the civil and/or
criminal prosecution of uses involving violation of municipal codes pertaining to the
pare, treatment, and beeping of domestic animals.
x Provide for the preparation, filing and civil or criminal prosecution of cases involving
violations C
o alifomia state codes pertaining to the care, treatment, and keep of
domestic animals.
c ) Reporting. Provide to the City quarterly service activity and financial reports reflecting
field services, licensing, shelter operations, and humane education pro r .rrr . Reports will
detail this Inform tion for both the individual quarter and year -to- -date.
Exhibit A, Page
Agenda Item 8.j.
Page 6
2 City Oblipations The City shall perform the following duties.
a Ordinance Conformity: Adopt, c1ther by direct incorporation in the municipal cods or b
gray ofreference, animal control ordinances which are irn conformity to and arc not in
substantial conflict or in variation from Chapter 9 of the San Luis Obispo County Code.
b Prosecution of Municipal Code Violations: Through the City Attorney, provide for the
preparation, filing and civil or criminal prosecution of cases involving violation of
municipal codes, pertaining to the care, treatment, and keeping of animals, including all
such codes 'Incorporated into the municipal code by way of reference.
c Assistance: Provide such assistance and support to Animal Services personnel as may be
reasonably necessary to safely and effectively execute the operations required by this
contract within the City limits.
3) Animal Care and Control Coordination Grog : The County and City agree to meet and
confer periodically, along with other parties contracting for life services, during the terra of
this Contract. Specifically, the Animal Services Manager will coon iii to at least one meeting
each January, May, and September to review and discuss current issues as they relate to the
fiscal and practical application of this contract. Additional meetings may be held from time
to time as becomes necessary.
Exhibit A, Page 3 of
Agenda Item 8.j.
Page 7
CONTRACT
FOR
ANIMAL CARE AND CONTROL SERVICES
EXHIBIT B
COMPENSATION
First Year Base Service Fee: The City agrees to pay to the County the amount of $94,305 for
services provided under this Contract during the first year ofservice.
2 Annual Service Fee Adjustment: After the first year of service under this Contract and in the
event that a City Service Fee Determination has not been conducted pursuant to paragraph
of this exhibit within the preceding twclve (12) months, them are annual adjustment for
inflation w ill be made to the City Service Fee . Inflationary adjustments w ill be calculated by
the count y no later than May 1 ` of each year and will become effective on Judy I ' of that
year.
The inflationary adjustment factor will be determined by calculating the percentage increase
of the Consumer Price Index (CPI) during the preced calendar year. w regard to its
application to the terms of this Contract, the Consumer Price Index (CPI) refers to the
Consumer Price Index for Urban Wage Earners and Clerical Workers, Los A n -
i erside - Orange statistical A r a s published by the Bureau of Labor Statistics.
In the event there is decrease in the CP1 during the preceding calendar year, service fees
will remain unchanged.
3 Implementation of modified fees: Prior to the annual adjustment in the City service fee or in
the event of a new City service fee determination, rates shall be adjusted following
notification from the Health Agency Director to City. No further action by either party is
n ecessary to implement said rates.
4 City Serv Fee Determination: Where shall be regular, p reviews of service fee
assessed to the City at the following times or under the following circumstances:
a Service Fee Determination for subsequent Contracts. A service fee determination will be
complet b y County 60 days prior to the termination of the contract for the purpose o
setting service fees for the subsequent contract term.
b nrul Review at Option of County or other Contracting Par The County, City, or
any other party contracting with the County for like services during the term of this
contract shall have the right to require a service fee determination be performed on the
upcoming fiscal }rear's service fees by serving a written request for a rate review on the
other contracting parties prior to May 1 of the preceding fiscal z ear. The rate
•
determi �r nation will be completed by the County prior to June o and new City service
fees shall go into effect beginning July l of the follo fiscal year.
Exhibit B. Page I of 2.
Agenda Item 8.j.
Page 8
5) City Fee Determination Methodol The County shall use a service based methodology for
determining city service fees. The service based methodology shall be based on four ley
facets of Animal Services' operations:
Field Service
Licensing
0 Shelter Operations
• Education Services
a ) Detennina tion of Cost of Service — The cost o f providing services to the City will be
calculated by determining the average percentage of service allocated to the City over the
preceding three years for each of the four facets of operations and c ult iplying this
percentage against Animal Services operational cost for each facet. Combined, this then
represents the City's total service cost in proportion to the County and all other
contracting parties.
b Credit for Fees — The average annual revenue generated h fees or fines assessed
directly to residents of the City by Animal Services over the preceding three years will be
applied against the City's total service cost.
c ) Detennination of Sri — The fee assessed to the City for provision of services
outlined in this contract shall be determined by subtracting the average revenue as
deternrnined by item 6b of this exhibit from the average cost of service as fetes ined b
item 6a of this exhibit.
6) B illin — County shall bill City for contracted services m quarterly increments. City shall
remit payment to the County within thirty o days of receipt ofbilling.
Exhibit 1, Page 2 of 2
Agenda Item 8.j.
Page 9
CONTRACT
FOR
ANIMAL CARE AND CONTROL SERVICES
VICES
EXHIBIT
DURATION
E ffective Date: This contract shall be effective July 1, 2010 or fifteen 1 days following of
the date ofthe signature of the County, whichever is later. The County shall lie the last to
sign this contract.
2 Duration: The torn of this Contract shall expire June 30, 2013 unless terminated s0nr as
provided in Exhibit D.
Exhibit C, page Page 1 of I
Agenda Item 8.j.
Page 10
CONTRACT
FOR
ANIMAL CARE AND CONTROL SERVICES
EXHIBIT I
GENERAL CONDITIONS
Termination; Either party may terminate this contract at any time by giving the other party
thirty days written notice of termination. Termination for convenience shall have no
effect upon the rights and obligations of the parties arising out of any services provided
occurring prior to the effective date of such termination. County shall be paid for all work
satisfactorily completed prior to the effective slate of termination. In the evert that the
contract is terminated prior to the conclusion of a quarterly billing cycle, the City shall remit
to the County a prorated amount based upon the number of days of service relative to the
total number of days in the billing aisle.
2 Indemnification. Nothing in the provisions of this Contract is intended to create duties or
obligations to, or rights in third parties not party to this contract, or affect the legal liability of
either party to contract, by imposing any standard of cars respecting the regulation and
enforcement of laws regarding animals different from the standard of care imposed by laver.
It is understood and agreed that neither City, nor any officer or employee thereof is
responsible for any damage or liability occurring by reason of anything done or omitted to be
done by the County under or in connection with any work, authority or jurisdiction delegated
to the County under this Contract. It is also understood and agreed that pursuant to
Government Code 895.4, County shall defend, indemnify and save harmless the City, all
officers'. and employees from all claims, suits or actions of every name, kind, and description
brought forth or on account of injuries or death of any person or damage to property resulting
from anything done or omitted to be done by the County under this Contract except as
otherwise provided by Statute.
It is understood and agreed that neither County nor any officer or employee thereof, is
responsible for any damage or liability occurring by reason of anything done or omitted to be
done by the City under or in connection with any works, authority or jurisdiction delegated to
the City under this Contract. It is also understood and agreed that pursuant to Government
Code Section 89. the City shall defend, indemnify and sage harmless the County, all
officers and employees from all claims, snits or actions of every name, kind and description
brought fourth on account of injuries or death of any person or damage to property resulting
from anything done or omitted to be done by City under connection with any work, authority
or jurisdiction delegated to the City under this Agreement except as otherwise provided by
Statute.
3 Notices Any notice, payment, statement, or demand rewired or permitted to be given
hereunder by either party to the other shall be effected by personal delivery in writing or by
mail, postage prepaid, flailed notices shall be addressed to the parties at the addresses
Exhibit D, Page 1 of
Agenda Item 8.j.
Page I I
appeaarmg below, but each party may change its address by written notice in accordance with
this section. Trailed notices shall be deemed communicated as of three days after mailing.
Notices for County shall be addressed to:
r'c Anderson
Animal Services tanager
PD Box 3760
San Luis Obispo, California 93406
Notices for Contractor shall be addressed to
City of Arroyo Grande
Police Department
Zoo North Halcyon Road
Arroyo Grande, CA 93420
4) Status of the Parties' Officers/Emp loyees/Agents: Neither party's officers, employees,
agents, partners, other contractors or subcontractors shall be deemed to be employees of the
other party at any time. Nothing in this contract shall be construed as creating a civil service
employer- employee relationship or a joint venture relationship. No officer, employee, agent,
partner, other contractor or subcontractor of the other party shall be eligible for membership
in or any benefits from any plan for hospital, surgical or medical insurance, or for
membership in any retirement program, paid vacation, paid sick leave, other leave, with or
without pay, collective bargaining rights, grievance procedures, appeals to the Civil Service
Cornrnission or any other benefits which M* ores to or accrues to an employee of'the other
party. The only performance and rights clue the other party are those specifically stated in this
contract.
5 Governing Law and Venue This Contract shall be governed by and construed in accordance
with the lave of the State of California, Additionally, this contract has been formed and shall
be performed in San Luis Obispo County; the venue for any legal action on the contract shall
be in San Buis Obispo County.
6 Entire eement. This Contract embodies the complete agreement of the parties hereto,
superseding all oral or written previous and contemporary agreements between the parties
relating to matters herein; and except as otherwise provided herein, cannot be modified
without the prior written agreement of the parties.
7 Severabil In case any one or more of the provisi
it ons contained in this Contract shall for
any mason be held to be invalid, illegal, or unenforceable in any respect, such invalidity,
illegality, or unenforce bility shall not affect any other provision thereof and this Contract
shall be considered as if such invalid, illegal, or unenforceable provision had never been
contained in this Contract.
Exhibit D, Page 2 of 3
Agenda Item 8.j.
Page 12
8 Successors and Assi This Contract shall be binding upon and insure to the benefit of the
parties hereto and their respective heirs, executors, administrators, successors and, except as
otherwise provided in this Contract, their assigns.
9) Captions The captions to the various clauses of this Contract are for information purposes
only and shall not alter the substance of the terms and conditions of this Contr act.
10 Authorization: Each of the parties represents and {warrants to the other that this Contract has
been duly authorized by all necessary corporate or governmental action on the part of the
representing party and that this Contract is fully binding on such party.
Exhibit D,, Page
Agenda Item 8.j.
Page 13
THIS PAGE INTENTIONALLY LEFT BLANK
Agenda Item 8.j.
Page 14
INCORPORATED
" MEMORAN
JULY 10. 1811 ,
To: CITY COUNCIL �
FROM: TERESA McCLISHI,.tOMMUNITY DEVELOPMENT DIRECTOR
Y: MIKE LINN, ASSISTANT CITY ENGINEER
SUBJECT: CONSIDERATION of AN AWARD of CONTRACT To R. BAKER,
ER,
INC. FOR CONSTRUCTION of THE WELL No. 10, PHASE II
PROJECT, PII 2010-
DATE: AUGUST 10, 201
RECOMMENDATION
It is recommended the city Council:
1. Award a contract for construction of the Wel I N o. 10� Phase II project to R. Baker,
Inc. in the amount of $221,580;
2. Authorize the city Manager to approve change orders for 10 of the contract
amount, $22,153, for unanticipated costs during the construction phase of the
project (total construction costs = $221,530 + $22,153 = $248,888); and
3. Transfer $70,000 from the Water Availability Fund to the Well No. 10, Phase II
project.
FINANCIAL IMPACT:
The Capital Improvement Program budget includes $190,294 for the project. Based on
the lowest responsive bid received, the estimated total to construct the project is
approximately $260,000, including design, testing and contract administration.
Therefore, to provide funding for the project, staff: requests a transfer of $70,000 from
the Water Availability Fund to the Well No. 19 Phase II project,
BA CKGROUND:
The well site is located on property at the southwest corner of Deer Trail circle and
Equestrian Way. It was originally acquired in 1 998 as part of conditions of approval for
the Villa Glen Project. Due to the nature of well development and environmental
concerns, the project was split into to separate phases:
Agenda Item 8.k.
Page 1
CITY COUNCIL
CIL
CONSIDERATION of AN AWARD of CONTRACT To R. BAKER, INC, FOR
CONSTRUCTION of THE WELL NO, 10, PHASE II PROJECT, PIN 2010-02
AUGUST 10, 201
PACE 2
Phase I - Teat Well Construction
Drilling and development of the well. Includes testing of the actual production
capacity of the well and the water quality to perform the design of the Phase 11
project.
Phase 11 - Site Work, Pump & Pipeline Installation
Construction of the permanent pump and associated waterline piping, the
required treatment facility, the building enclosure, and the permanent connection
into the City's grater system.
On August 8, 2004, the City Council awarded a construction contract to Floyd V. Wells
Inc. to perform the Well No. 1, Phase I project. On illlarh 13, 2007, the City Council
accepted the Phase i project as omplete.
On November 10, 2009, the Council approved a First Amendment to the Agreement for
Consultant Services with Daring, Taylor & Associates for a not to exceed amount of
$54,180 for additional design expenses and support services during construction of the
Phase 11 project.
On April 13, 2010, the Council adopted a resolution for a (litigated Negative Declaration
for the project and approved the construction plans and specifications.
The Phase 11 scope of work involves the construction of a filter back-flush pipeline, site
grading, construction of a masonry retaining wall and pump building and the installation
of treatment plant equipment. Upon satisfactory completion and grater quality testing,
the contractor shall perform a permanent tie -in from the well to the City's water system.
ANALYSIS of ISSUES:
The well site has not been utilized until now due to the water quality and level of
treatment necessary but has been determined to be an important measure in the City's
strategy to address future grater supply needs when completed, it will provide an
estimated bg acre feet of water per year. Alternate sites were considered for the
treatment equipment, which provided advantages with regard to dis issues.
However, the existing site was determined to be preferable in order to minimize
e
environmental and neighborhood concerns.
On July 27, 2010, eight bids were opened for the Well No. 10, Phase II project. The
lowest responsive bid, from R. Baker, Inc., was in the amount of $221,530. Staff has
determined the bid to be responsive and recommends the award of a construction
contract to R. Baker, Inc.
The contract time is 90 calendar days. Work is expected to begin in early September
and complete by the end of November.
Agenda Item 8.k.
Page 2
CITY COUNCIL
CONSIDERATION of AN AWARD of CONTRACT To R. BASER, INC. FOR
CONSTRUCTION of THE WELL No. 10, PHASE II PROJECT, PW 2010-02
AUGUST 10, 2010
PAGE 3
ALTERNATIVES:
The following alternatives are provided for the Council's consideration:
1 Approve staff's recommendations to award a construction contract to the lowest
responsive bidder;
2. Do not award a construction contract for the project at this time; or
3. Provide direction to staff.
ADVANTAGES:
The lowest responsive bid is within 10% of the $200,000 Engineer's Estimate.
Construction of the treatment plant and site improvements will increase the City's water
supply.
DISADVANTAGES:
There are no disadvantages identified at this tune.
ENVIRONMENTAL REVIEW:
On April 13, 2010, Council adopted a resolution for a Negative Mitigated Declaration in
accordance with CEA guidelines.
PUBLIC NOTIFICATION AND COMMENTS:
The agenda was posted in front of City Hall on Thursday, August 5, 2010. The agenda
and staff reports were posted on the City's web site on Friday, August 6, 2010. No
public comments were received as of the time of preparation of this report.
Attachment:
1. Bid Tabulations
Agenda Item 8.k.
Page 3
CITY OF
ID OPENING LOG SHEET
-'I? C A IL I R 0 R N A . CITY OF Ago GRANDE
E
Deadline: .duly 2, 2010; 2 :00 p..
Well No. 10 Phase 11
SUBMITTED
V. Lopez Jr. & sons, Inc.
Santa Maria, CA
Newton Construction
San Luis Obispo, C
rough Construction, Inc.
Arroyo Grande, CA
John Madonna Construction Co., Inc.
San Luis Obispo, CA
MGE underground
Paso Robles CA
Spiess Construction Co., Inc
Santa Maria, CA
Carroll Building Co.
San L uis Obispo C
R. Baker
Arroyo Grande, CA
Kitty Ton, Deputy city clergy
f
c: city Manager
Community lty Developmen Director
ATTACHMENT
TOTAL
$344
. $268,164.00
$241 ,627.00
$320
$26Z962.
$252
$272
$221,530.00
Agenda Item 8.k.
Page 4
0 or
C
IC ORPO RA YE
iK ,LJL Y 10. 1911
TO.
FROM:
Y:
CITY COUNCIL
MEMORAND
eo
leyv co
TERESA McCLISH, COMMUNITY DEVELOPMENT DIRECTOR
MIKE LINN, ASSISTANT CITY ENGINEER
SUBJECT: CONSIDERATION O AN AWARD O CONTRACT TO M.E. ILA
CONSTRUCTION CORPORATION FOR THE SOUTH ELM AND ASH
STREET SIDEWALK ALA AND BICYCLE IMPROVEMENTS, TS, PROJECT P W
2008 -C
DATE AUGUST 10, 2010
RECOMMENDATION:
It is recommended the city Council.
1. award a contract for the South Elm and Ash Street Sidewalk and Bicycle
Improvements Project to M.E. Avila Construction Corporation in the amount of
$73,876; and
2. authorize the City Manager to approve change orders for 10% of the contract
amount, $7,388, for unanticipated costs during the construction phase of the
project (total construction costs = $73,876 + $7, 388 = $81 ,264).
FINANCIAL IMPACT:
The Capital Improvement Program budget includes $385,895 for Miscellaneous Striping
Crosswalks, Side walk, and Handicap Ramps projects. There is currently $85,895
remaining for this project. The California Transportation Commission CTC specifically
allocated $85,000 of Regional Improvement Program funds to the South Elm Street
project with a $16,018 local match.
BACKGROUND:
The project was developed in response to citizen requests to construct a missing
segment of side walk on the east side of South Elm Street, between the Ca relti Court
Apartments (primarily senior residents) the Ash Street intersection. The residents of
Cawelti court are primarily senior citizens and regularly walk northward on South Elan
Street to access the shopping centers on East Grand Avenue.
Agenda Item 8.1.
Page 1
CITY COUNCIL
CONSIDERATION F AN AWARD F CONTRACT TO M.E. AIL
CONSTRUCTION CO P F ATI N FOR THE SOUTH ELM AND ASH STREET
SIDEWALK K AND BICYCLE LANE IMPROVEMENTS PROJECT, PIN 2008-07C
AUGUST 10, 2010
PAGE 2
The City contracted with a civil design consultant, Penfield & Smith, to design various
civil projects within the City, including the South Elan Street Sidewalk project. Penfield
Smith completed the South Elm Street project design in raid -2009.
On June 25, 2008, the Council reviewed alternatives for striping revisions to incorporate
bike lanes on South Elm Street, between Farrell Avenue and Elm Street; and Fair Oak
Avenue, between South Elm Street and Halcyon Road. The Council selected the
preferred alternative and requested that staff return to Council with the final plan Once a
funding source had been identified. Since the streets were contiguous to the sidewalk
project, staff requested a modification to the original federal -aid request to include the
new striping configurations. Caltrans reviewed the request and agreed to incorporate
the striping elements into the South Elm Street Sidewalk project.
ANALYSIS OF ISSUES;
On June 29, 2010, eight bids were opened for the South Elan and Ash Street Sidewalk
and Bicycle Improvements Project. The lowest responsive bid, from M.E. Avila
Construction, Inc., was in the amount of $73,876 ($49,0'17 Base Bid + $1'1,659 Alternate
A + $13,190 Alternate . Staff has determined the bid to be responsive and
recommends the award of a construction contract to M.E. E. Avila Construction
Corporation.
The contract time is 45 calendar days. Construction is expected to be performed during
September and October.
ALTERNATIVES:
The following alternatives are provided for the Council's consideration:
1. Approve staffs recommendations to ward a construction contract to the lowest
responsive bidder;
2. Do net award a construction contract for the project at this time; or
3. Provide direction to staff.
ADVANTAGES:
The project is fully funded and the bid price is consistent with the Engineer's Estimate,
The new bike lane configurations will provide a contiguous path of for bicycles travelling
from the westerly City limits on Farr ll Avenue, north along South Elm Street and east to
Fair Oaks Avenue.
DISADVANTAGES:
There are no disadvantages identified at this time.
Agenda Item 8.1.
Page 2
CITY COUNCIL
CONSIDERATION of AN AWARD of CONTRACT To M.E. "ILA
CONSTRUCTION CORPORATION FOR THE SOUTH ELM AND ASH STREET
SIDEWALK ALK AND BICYCLE LANE IMPROVEMENTS PROJECT, PW 2008
AUGUST 10, 201
PAGE 3
ENVIRONMENTAL TAL REV'IE :
The project is categorically exempt from CE QA pursuant to Guidelines Section 15301(c
and f. Due to the involvement of federal funds, the project also received a Section
6004 NEPA categorical exemption through Caltrans.
PUBLIC NOTIFICATION AND COMMENTS:
The agenda was posted in front of City Hall on Thursday, August 5, 2010. The agenda
and staff report were posted on the City's website on Friday, August 6, 201 . No public
comments were received as of the time of preparation of this report.
Attachment:
1. Bid Tabulations
Agenda Item 8.1.
Page 3
pjtR
WCOMO
juLy 10. l o l l / *
BID OPENING LOG SHEET
C ITY of ARROYO GRANDE
DEADLINE: June 2, 201 , 2:00 p,m.
S. Elm Street and Ash Street Sidewalk
SUBMITTED Y;
TOTAL
M.E. Avila Construction
$49
Ataoadero, CA
R.W. Scott Construction C.
$85,07''1
rutt, CA
Brouh Construction
$48,450.00
Arroyo Grande CA
Burke a Corporation
$60
San Luis Obispo, CA
JJ Fisher Construction, Inc.
$54,987.00
Arroyo Grande, CA
C3 Construction & Development
$82,896.00
Paso Robles, CA
Kirk Constructi
$67,941.50
Atas edero, CA
John Madonna Construction Co
$67,432.00
San Luis Obispo, CA
ALT #'1
$11 t g.o
ATTAC HMENT 1
ALT #
$13
$12,248.00 $14,848.00
$'14,658.00 $15,290.00
$20 $22
$11
$ 16, 1 52.00
$ 14,422. 00
$21
Kelly Wbt re, City Clerk
of City Manager
Director of Recreation and Maintenance Services
$ 13,188.00
$20,459.00
$17,522.00
$27,
Agenda Item 8.1.
Page 4
R R 0 y6
"0
'P
P RPORATEO 7
JULY 10, 1$11
c 'R
MEMORANDUM
TO: CITY COUNCIL.
1
FROM: TERESA McCLIS , IMMUNITY DEVELOPMENT DIRECTOR
Y: MIKE LINT , ASSISTANT CITY ENGINEER
EER
SUBJECT: CONSIDERATION OF AN AGREEMENT WITH AECOM FOR DESIGN
AND CONSTRUCTION SUPPORT SERVICES FOR THE SEINER LIFT
STATION NO. 3 REHABILITATION PROJECT, PIN 2010 -1
DATE: AUGUST 10, 201
RECOMMENDATION.
It is recommended mended the City Council:
1. Approve a consultant services agreement with AECOM In the amount of $48,989
for the Severer Lift Station Igo. 3 Rehabilitation Project; and
2. Authorize the Mayor to sign the agreement with AECOM.
FINANCIAL IMPACT:
The Capital Improvement Budget includes $401,034 for the Serer Lift Station Igo. 8
Rehabilitation n Project with $64,000 allocated for the design phase.
BACKGROUND:
Sewer Lift station Igo. 3 is located on the south side of Huasna Road between Calle
Court and Vard Loomis Way and accepts sewage from the Vard Loomis housing tract
and approximately ately half of the homes north of Hua na Road between Stagecoach Road
and the City Limits. The lift station was constructed in 1973 and has exceeded Its
originally projected design life. The existing dry well dimensions are approximately
feet in diameter by 8 feet in depth and houses two pumps, motors and all the electrical
equipment. The renovation project will modernize the facility by converting the existing
wet well to a submersible pump system and relocating the electrical service and
equipment to an above ground configuration. Also included in the new design will be a
new entry vault and hatch, incorporation of a stand -by generator connection and the
installation of a new perimeter fence. The consultant will perform all coordination with
PG&E for the electrical service and also develop specifications for the future contractor
to prepare a serer by -pass plan during construction. All SCADA (Supervisory Control
and Data Acquisition) improvements to enable remote operation of the facility will be
designed and constructed o a separate contract.
ANALYSIS OF ISSUES:
On June 18, 2010, staff~ forwarded requests for proposals to qualified engineering firms
for design and construction support services for the project.
Agenda Item 8.m.
Page 1
CITY COUNCIL
CONSIDERATION of AN AGREEMENT WITH
CONSTRUCTION SUPPORT SERVICES FOR THE
REHABILITATION ILITATION PROJECT, PIN 2010 -1
AUGUST 10, 201
PAGE 2
AECOM FOR DESIGN AND
SEWER LIFT STATION No. 3
On July 12, 2010, staff received five proposals. A Consultant Evaluation Committee,
consisting of three staff members, independently ranked the proposals based on pre -
selected criteria, and then met to discuss the results (see Attachment No. 1). The
Committee selected AEC OM as the most qualified firm to meet the objectives specified
in the request for proposal.
Staff negotiated the scope of work and activity pricing with the AECII representatives
for $48,983; with approximately $41,040 designated for the project design and $7,949
designated for construction support, closeout and record drawings. All payments shall
be verified on a monthly basis and the pricing shall be based on pre - established terms
and hourly rates.
ALTERNATIVES:
The following alternatives are provided for the Council's consideration:
Approve staffs recommendations;
Do not accept the recommendations; or
- Provide direction to staff.
ADVANTAGES:
The selected consultant has an excellent track record in the design of sewer lift stations.
The existing pumps and motors have reached the end of their originally projected
design lift and require replacement. The scope of work for the improvements will net
only provide more efficient submersible pumps and motors but will modernize the facility
as well. This will reduce the time and resources required for City staff members to
maintain the facility.
DISADVANTAGES,
No disadvantages have been identified.
ENVIRONMENTAL ONMENTAL F EVIE :
The project is categorically exempt from CEA pursuant to Section 15301 b.
PUBLIC NOTIFICATION AND COMMENTS:
The Agenda was posted in front of city Hall on Thursday, August 5, 2010. The Agenda
and report were posted on the City's wesite on Friday, August 6, 2010. No public
comments were received.
Attachments:
1. Consultant Evaluation Summary
2. Agreement for Consultant Service
Agenda Item 8.m.
Page 2
ATTACHMENT 1
Consultant Evaluation
Sewer Lift Station Flo. 3
,duly 23, 2010
Ranking
1 AECM
Wallace & Associate
Cannon
aring Taylor & Associates
5 Penfield & Smith
Agenda Item 8.m.
Page 3
Kazings
C21culafions
Teresa Mc Clish
AECOM
Cannon
GTE#
Penfield
Wallace
AECOM
Cannon
GTA
P"M
Wallace
ding
25%
9
8
7
7
2.25
2.00
1.75
1.75
2.25
e
FResponsiveness
25°r
9
5
10
2.25
2.00
2.00
1.25
2.50
Complete to
%
9
5
5
2
1
1.25
1. 0
1. 25
25%
10
8
7
7
9
2.50
2.00
1.75
1.75
2.
9.25
7.75
6.75
5.75
8.25
Share Ta r
AE O
Cannon
GTA
Penfield
Wallace
AE OM
Cannon
GTA
Penfield
Wallace
Understanding
25%
8
6
7
6
7
2.00
1.50
1.75
1.50
1.75
Experience
l R
25%
10
5
8
2
9
2.50
1.25
2.00
0.50
2.25
Ability to Complete
25%
4
7
2.25
1.75
1.00
0.50
1.75
espon iveness
25°
10
6
4
3
7
2.50
1.50
1.00
0.75
1.75
9.25
6.00
5.75
3.25
7.50
M ike Linn
-
AECOM
Cannon
GTA
Penfield
Wall . ace
AE M
Cannon
GTA
Penfield
Wallace
5%
10
8
7
5
8
2.50
2.00
1.75
1.25
2.00
l Understanding
Experience
25%
9
8
7
4
9
2.25
2.00
1.75
1.00
2.25
Ability to Complete
25%
9
6
6
4
7
2.25
1.50
1.50
1.00
1.75
Responsiveness
25%
9
7
5
5
8
2.25
1.75
1.25
1.25
2.00
9.25
7.25
6.25
4.50
8.00
Combined Ratings
3.25
7.00
6.25
4.50
7.92
Ranking
1 AECM
Wallace & Associate
Cannon
aring Taylor & Associates
5 Penfield & Smith
Agenda Item 8.m.
Page 3
ATTACHMENT 2
AGREEMENT FOR CONSULTANT SERVICES
THIS AGREEMENT is made and effective as of , between AECOM
("Consultant"), and the CITY of ARROYO GRANDE, a Municipal Corporation 690 yft
for the SEWER LIFT STATION No. 3 DESIGN AND CONSTRUCTION SUPPORT
SERVICES, In consideration of the mutual covenants and conditions set forth herein,
the parties agree as follows:
1. TERM
This Agreement shall commence on
continue in effect until September 7, 2011
provisions of this Agreement.
September 7, 2010 and shall remain and
unless sooner terminated pursuant to the
2. SERVICES
Consultant shall perform the tasks described and comply with all terms and
provisions set forth in Exhibit `iA ", attached hereto and incorporated herein by this
reference.
3. PERFORMANCE
Consultant shall at all times faithfully, competently and to the best of his /her
ability, experience and talent, perform all tasks described herein. Consultant shall
employ, at a minimum generally accepted standards and practices utilized by persons
engaged in providing similar services as are required of Consultant hereunder in
meeting its obligations under this Agreement.
4. AGREEMENT ADMINISTRATION
City's Community Development Director shall represent City in all matters
pertaining to the administration of this Agreement. Jon Hanlon, P.E. shall represent
Consultant in all matters pertaining to the administration of this Agreement.
5. PAYMENT
The City agrees to pay the Consultant in accordance with the payment rates and
terms set forth in Exhibit " ", attached hereto and incorporated herein by this reference.
Page 1
Agenda Item 8.m.
Page 4
6 . SUSPENSION SION OF TERMINATION of AGREEMENT WITHOUT CAUSE
(a) The City may at any time, for any reason, with or without cause, suspend
or terminate this Agreement, or any portion hereof, by serving upon the Consultant at
least ten 10 days prior written notice. Upon receipt of said notice, the consultant shall
immediately cease all work under this Agreement, unless the notice provides otherwise.
If the city suspends or terminates a portion of this Agreement such suspension or
termination shall not make void or invalidate the remainder of this Agreement.
( b) In the event this Agreement is terminated pursuant to this Section, the city
shall pay to Consultant the actual value of the work performed up to the time of
termination, provided that the work performed is of value to the City. Upon termination
of the Agreement pursuant to this Section, the consultant will submit an invoice to the
City pursuant to Section 5.
7. TERMINATION ON OCCURRENCE of STATED EVENTS
This Agreement shall terminate automatically on the occurrence of any of the
following events:
( a ) B ankruptcy or insolvency of any party;
(b) Sale of consultant's business; or
( c) Assignment of this Agreement by Consultant without the consent of city.
(d) End of the Agreement terra specified in Section 1.
8. DEFAULT of CONSULTANT
(a) The Consultant's failure to comply with the provisions of this Agreement
shall constitute a default. In the event that Consultant is in default for cause under the
terms of this Agreement, city shall have no obligation or duty to continue compensating
Consultant for any work performed after the date of default and can terminate this
Agreement immediately by written notice to the Consultant. If such failure by the
Consultant to make progress in the performance of work hereunder arises out of causes
beyond the Consultant's control, and without fault or negligence of the consultant, it
shall not be considered a default.
( b) If the City Manager or his /her delegate determines that the Consultant is in
default in the performance of any of the terms or conditions of this Agreement, he /she
shall cause to be served upon the Consultant a written notice of the default. The
Consultant shall have ten (1 0) days after service upon it of said notice in which to cure
the default by rendering a satisfactory performance. In the event that the Consultant
fails to cure its default within such period of time, the City shall have the right,
notwithstanding any other provision of this Agreement to terminate this Agreement
without further notice and without prejudice to any other remedy to which it may be
entitled at lava, in equity or under this Agreement.
Page 2
Agenda Item 8.m.
Page 5
g. LAWS To BE OBSERVED. Consultant shall:
(a) Procure all permits and licenses, pay all charges and fees, and give all
notices which may be necessary and incidental to the due and lawful prosecution of the
services to be performed by Consultant under this Agreement;
( b) Keep itself fully informed of all existing and proposed federal, state and
local lavers, ordinances, regulations, orders, and decrees which may affect those
engaged or employed under this Agreement, any materials used in Consultant's
performance under this Agreement, or the conduct of the services under this
Agreement;
(c) At all times observe and comply with, and cause all of its employees to
observe and comply with all of said lavers, ordinances, regulations, orders, and decrees
mentioned above;
(d) Immediately report to the City's Contract Manager in writing any
discrepancy or inconsistency it discovers in said laves, ordinances, regulations, orders,
and decrees mentioned above in relation to any plans, drawings, specifications, or
provisions of this Agreement.
(e) The City, and its officers, agents and employees, shall not be liable at law
or in equity occasioned by failure of the Consultant to comply with this Section.
10. OWNERSHIP of DOCUMENTS
(a) Consultant shall maintain complete and accurate records with respect to
sales, costs, expenses, receipts, and other such information required by City that relate
to the performance of services under this Agreement. Consultant shall maintain
adequate records of services provided in sufficient detail to permit an evaluation of
services. All such records shall be maintained in accordance with generally accepted
accounting principles and shall be clearly identified and readily accessible. Consultant
shall provide free access to the representatives of City or its designees at reasonable
times to such books and records; shall give City the right to examine and audit said
books and records; shall permit City to make transcripts therefrom a s necessary; and
shall allow inspection of all work, , data, documents, proceedings, and activities related to
this Agreement. Such records, together with supporting documents, shall be maintained
for a period of three 3 years after receipt of final payment.
(b) Upon completion of, or in the event of termination or suspension of this
Agreement, all original documents, designs, drawings, maps, models, computer files,
surveys, notes, and other d ocuments prepared in the course of providing the services to
be performed pursuant to this Agreement shall become the sole property of the city and
may be used, reused, or otherwise disposed of by the City without the permission of the
Consultant. With respect to computer files, Consultant shall :male available to the City,
at the Consultant's office and upon reasonable written request by the City, the
Page
Agenda Item 8.m.
Page 6
necessary computer software and hardware for purposes of accessing, compiling,
transferring, and printing computer files.
11. INDEMNIFICATION
To the fullest extent permitted by laver, Consultant small indemnify, protect, defend and
hold harmless City and any and all of its officials, employees and agents "Indemnified
Parties" from and against any and all losses, liabilities, damages, costs and expenses,
including attorney's fees and costs which arise out of, pertain to, or relate to the
negligence, recklessness, or willful misconduct of the Consultant.
12. INSURANCE
Consultant shall maintain prior to the beginning of and for the duration of this
Agreement insurance coverage as specified in Exhibit "C" attached hereto and
incorporated herein as though set forth in full.
13. INDEPENDENT CONSULTANT
(a) Consultant is and shall at all times remain as to the City a wholly
independent Consultant. The personnel performing the services under this Agreement
o behalf of Consultant shall at all times be under Consultant's exclusive dire and
control. Neither City nor any of its officers, employees, o agents shall have control over
the conduct of Consultant or any of Consultant's officers, employees, or agents, except
as set forth in this Agreement. Consultant shall not at any time or in any manner
represent that it o any o f its officers, employees, o agents are in any manner officers,
employees, o agents of the City. Consultant shall not incur o have the paver to incur
any debt, obligation, o liability whatever against City, o bind City in any manner.
(b) No employee benefits shall be available to Consultant in connection with
performance of this Agreement. Except for the fees paid to Consultant as provided in
the Agreement, City shall not pay salaries, wages, o other compensation to Consultant
for performing services hereunder for City. City shall not be liable for compensation or
indemnification to Consultant for injury o sickness arising out of performing services
hereunder.
14. UNDUE INFLUENCE
Consultant declares and warrants that no undue influence o pressure was o is
used against or in concert with any officer o em ployee of the City of Arroyo Grande in
connection with the award, terms or implementation of this Agreement, including any
method of coercion, confidential financial arrangement, or financial inducement. N
officer o employee o f the City of Arroyo Grande will receive compensation, directly o
indirectly, from Consultant, o from any officer, employee o agent of Consultant, in
connection with the award of this Agreement o any work to be conducted as a result of
Page
Agenda Item 8.m.
Page 7
this Agreement. V iolation of this Section shall be a material breach of this Agreement
entitling the City to any and all remedies at law or in equity.
15. No BENEFIT To ARISE To LOCAL EMPLOYEES
No member, officer, or employee of City, or their designees or agents, and no
public official who exercises authority over or responsibilities with respect to the project
during his /her tenure or for one year thereafter, shall have any interest, direct or indirect,
in any agreement o sub - agreement, or the proceeds thereof, for work to be performed
in connection with the project performed under this Agreement.
16. RELEASE of INFORMATION /CONFLICTS of INTEREST
(a) All information gained by Consultant in performance of this Agreement shall
be considered confidential and shall not be released by Consultant without City's prior
written authorization. Consultant, its officers, employees, agents, or subcontractors,
shall not without written authorization from the City Manager or unless requested by the
City Attorney, voluntarily provide declarations, letters of support, testimony at
depositions, response to interrogatories, or other information concerning the wor
performed under this Agreement or relating to any project or property located within the
City. Response to a subpoena or court order shall not be considered "voluntary'
provided Consultant gives City notice of such court order or subpoena.
( b) Consultant shall promptly notify City should Consultant, its officers,
employees, agents, or subcontractors be seared with any summons, complaint,
subpoena, notice of deposition, request for documents, interrogatories, request f
admissions, or other discovery request, court order, or subpoena from any person or
party regarding this Agreement and the work perforated thereunder or with respect to
any project or property located within the City. City retains the right, but has no
obligation, to represent Consultant and be present at any deposition, hearing, or
similar proceeding. Consultant agrees to cooperate fully with City and to provide the
opportunity to review any response to discovery requests provided by Consultant.
However, City's right to review any such response does not imply or mean the right by
City to control, direct, or rewrite said response.
17. NOTICES
Any notice which either party may desire to give to the other party under this
Agreement must be in writing and may be given either by i personal service, ( ii)
delivery by a reputable document delivery service, such as but not limited to, Federal
Express, which provides a receipt showing date and time of delivery, or (iii) mailing in
the United Mates Mail, certified ,nail, postage prepaid, return receipt requested,
addressed to the address of the party as set forth below or at any other address as that
party may later designate by notice:
Page
Agenda Item 8.m.
Page 8
To City: Teresa McCli h
Community Development Director
City of Arroyo Grande
214 E. Branch Street
Arroyo Grande, CA 93429
To Consultant; Jon Hanlon, P.E.
Principal in Charge
AECOM
1194 Pacific Street, Suite 20
San Luis Obispo, CA 93401 -811
18. ASSIGNMENT
The Consultant shall not assign the performance of this Agreement, nor any part
thereof, Without the prior written consent of the City.
19. GOVERNING LAIN
The City and Consultant understand and agree that the laws of the State of
California shall govern the rights, obligations, duties, and liabilities of the parties to this
Agreement and also govern the interpretation of this Agreement. Any litigation
concerning this Agreement shall take place in the superior or federal district court with
jurisdiction over the City of Arroyo Grande.
20. ENTIRE E AGREEME IT
This Agreement contains the entire understanding between the parties relating to
the obligations of the parties described in this Agreement. All prior or contemporaneous
agreements, understandings, representations, and statements, or written, are merged
into this Agreement and shall be of no further force or effect. Each party is entering into
this Agreement based solely upon the representations set forth herein and upon each
party's own independent investigation of any and all facts such party deems material.
21. TIME
City and Consultant agree that time is of the essence in this Agreement.
22. CONTENTS OF REQUEST FOR PROPOSAL AND PROPOSAL
Consultant is bound by the contents of the submitted by the Consultant, Exhibit
"B", attached hereto and incorporated herein by this reference. In the event of conflict,
the requirements of City's Request for Proposals and this Agreement shall take
precedence over those contained in the Consultant's proposals.
Page
Agenda Item 8.m.
Page 9
23. CONSTRUCTION
The parties agree that each has had an Opportunity to have their counsel review
this Agreement and that any rule Of construction to the effect that ambiguities are to e
resolved against the drafting party shall not apply in the interpretation Of this Agreement
Or any amend ments Or exhibits thereto. The captions of the sections are for
convenience and reference Only, and are not intended to be construed to define Or limit
the provisions to which they relate.
24. AMENDMENTS
Amendments to this Agreement shall be in writing and shall be made Only with
the mutual written consent Of all Of the parties to this Agreement.
25. AUTHORITY TO EXECUTE THIS AGREEMENT
T
The person Or persons executing this Agreement On behalf Of Consultant
warrants and represents that he /she has the authority to execute this Agreement On
behalf Of the Consultant and has the authority to bind Consultant to the performance Of
its Obligations hereunder.
IN WITNESS WHEREOF, EOF, tine parties hereto have caused this Agreement to be
executed the day and year first above written.
CITY OF ARROYO GRANDE CONSULTANT
Tony Ferrara, Mayor
Attest:
Kelly Wetmore, City Clerk
Approved As TO Form
David H. Hirsch, City Attorney
Its:
Page
(Title)
Agenda Item 8.m.
Page 10
EXHIBIT "All
Lift station 3 Upgrade — Revised Scope of Work and Fee
Work Program
Task Group 1 Design Prase
1.1 Kick -off Meeting
AE COM w+viII plan and attend a kickoff meeting with the City's project manager to discuss project approach and
schedule.
1.2 Information Review
Existing information relevant to the planned improvements will be reviewed. Existing information includes record
drawings, O&M Manual(s), atlas sheets, aerial photography, and utility research of existing underground utilities.
1.3 Survey and Utility Re arch
field survey is not required for this work since the site is level and all of the work will be contained within one
location.
Utility Research will be conducted (based on available information) to identify existing utilities in the vicinity of the lift
station,. Letters requesting utility location data will be sent to the applicable agencies and utilities. Utilities may include
water, sewer, gas, telephone, electrical, storm drain, and cable television. The location of known utilities will be
shown on the plans. Depths will be shown where possible.
1.4 Geotechnical Evaluation
A geotechnical evaluation will be not be required for this work, no significant excavation is anticipated, and slurry
backfill will be specified for barckfill of the vault and yard piping.
1.5 Preliminary Design Memorandum
AECOM will prepare three ( ) copies of a technical memorandum summarizing the proposed pump selection and
containing preliminary drawings and engineer's opinion of probable construction cost for review by the City.
1.6 Construction Documents
Two copies of the 90 percent plans and specifications wnriII be provided. Progress submittals will be on 11" x 17"
sheets. Final plans will be 1 in.= 20 ft. kale on 4" x 6" sheets. A total of two final copies will be provided, including
one camera-ready set of plans and specifications.
1.6.x# Constructilo n Plans The final construction documents are anticipated to include the following sheets in one
complete bid package:
• G I — Title & Notes
• C1 — Demo Plan
• C2 Piping and Site Plan
• C3 — Lift Station Elevation View
• 01 — Valve Vault and Wiping Detail
• D2 — Wet Well Details
• D3 Fencing Plan and Details
• E1 Electrical Site Plan
• E2 — Electrical Schematics
E3 Single Line Diagram
• E4 Electrical Details
It is assumed that the City will coordinate any required relocations with utility companies. It is also assumed that the
City will pay any utility service or relocation fees and will fill out any service contracts, with the exception of the PG&E
service application described below.
Electrical drawings will be prepared by a licensed electrical engineer. EDADA is to be designed and integrated by the
City's consultant and is not included in this contract. AECOM will assist the Ginn in obtaining a new PG&E service at
the site by preparing a service application and a site plan /exhibit to support the application.
11-6.19 Technical Specifications
AE OM will provide technical specifications in accordance with our standard specifications for construction. The
technical specifications will be prepared in CS1 format. AECOM will prepare Measure and Pay descriptions for
inclusion in the City's Standard Front End Documents (as prepared by the City), which AECOM will rely on for bid
forms, contracts, bid schedule, and general conditions.
Agenda Item 8.m.
Page 11
1-6-C Deliverables
The final deliverable will consist of four copies of technical specifications, two full -seed and two half -sized hardcopies
of the final construction drawings; and one electronic copy for reproduction at the City's request by ASAP
Reprographics).
1. 7 opinion of Probable Construction Cost
AECOM will prepare and submit a final en opinion of probable construction cost following the acceptance of
final project plans and specifications.
Task Group 2 Bid Phase Services and Submittal Review
2.1 Bid Phase support
During the bidding phase, AECOM will assist in responding to information requests, assist in preparing necessary bid
addendum, and attend one pre -bid conference with the interested contractors to address questions and comments
before bid submittals. During the pre -bid conference, AEM will briefly discuss key technical and contractor
coordination issues critical to the successful construction of this project. This brief discussion is to inform bidders of
existing conditions and critical construction and scheduling requirements for the purpose of obtaining more accurate
and competitive bids.
AE1 will attend bid opening at the City offices and will review the apparent low bid for responsiveness to bid
request and will check for potential errors and inconsistencies. Following the bid analysis, a fetter of recommendation
for bid award will be prepared and delivered to the City.
2.2 Submittal Management and Review
AECOM vwrill receive, log, and review project submittals such as pump, wet well coating, bypass plan and source of
materials. This work will include logging, processing, and returning the submittals in a timely fashion to the contractor
with a copy to the City.
Task Group 3 Construction Phase Services
3.1 Pre - Construction Conference
AE1 staff will attend and participate in the Pre- Construction Meeting, present submittal requirements, and
discuss technical specifications with the Contractor.
3.2 Construction Observations
AECOM vwrill make up to three short site visits to aid the City vwrith technical issues (6 hours total) and will make one
site visit for start up and testing of the pumps (6 hours total).
3 .3 Progress Meetings
AECOM will attend up to two meetings for four (4) hours total.
Task Group 4 Post - Construction Phase Services
4.1 Final inspection and Punch List
AECOM vwrill create a 16 punch list" near the end of construction to assist in determining contract work deficiencies or
discrepancies for the contractor. Upon completion contract work, including punch list items, AECOM will recommend
to the City that the project be accepted and final payment is made to the contractor.
4.2 Prepare As -Built Drawin
AEM will review and confirm that the submitted as-built drawings reflect project changes or corrections made
during construction phase. AECOM vwrill make corrections, stamp and transmit 1 set of 24 x36 drawings (ors rnylar) to
the City.
AECOM proposes to perform the scope of work outlined above on a time -and- materials basis with a riot -to- exceed
budget of $48,989 as outlined in the attached table, based on the fee schedule in our original proposal.
Agenda Item 8.m.
Page 12
Project Budget
im
t�
tD
tD CO
w�
Lift Station 3 [trade
2
R Scope and Fee
City of Arroyo Grande
802010
Page , of
M
07
Personnel
Hours
Budge
• y
W-!
Task Descr
*may
•�
T ai [ Group 1 e -in Phase
1.1 Kick off Meetin
4
4
8
1, 140
$ 91
1,231
1.2 Information Review
1
4
5
S 660
3
$ 713
1.3 Survey and Utility Research
3
6
12
2 1
$ 2,490
199
$ 2,689
1.5 Preliminary Design Menmrandum
2
4
8
14
$ 2,040
163
$ 2,203
1.6.A Construction Documents
14
8
20
E7 Of
11 2
13,930
$ 1,114
15,044
1.6,B Technical Snifi
8
12
12
3
5,020
402
$ 5,422
1.7 inion of Probable Construction Cost
2
16
18
2,320
18
$ 2,506
Subtotal
2 4
34
70
82
210
27,600
,208
$ 29,108
Task GrouR 2 Bid Ph and Submitt Revi
2.1 Bid Phase Support
8
8
8
24
$ 3,120
250
$ 3,370
2.2 SubrnitW Management and Review
g
4
$ 7,280
582
$ 7,862
Subtotal
-
16
56
8
80
10,400
$ 832
$ 11
Task Croup 3 construction Phase
3.1 Pre -Construction Conference (Attend Meeting)
4
4
$ 640
51
$ 691
3.2 Construction Observations 3 progress visits and a start-up site visit)
12
12
1,920
$ 154
2,074
3.3 Progress Meetings
4
4
$ 640
1
$ 691
Subtotal
-
20
-
-
20
$ 3,200
256
$ 3
T Group 4 Post Construction Phase
4.1 Final Inspection and Punch List
2
4
6
$ 820
(66
8 86
802010
Page , of
M
07
Project Budget
Lift Station 3 U
Revised Scope and Fee
City of Arroyo Grande
Personnel C atV o r [I
Principal Engineer $200.00
Senior Engineer $160.00
Associate Engineer $125.00
Drafter $
im
tD
CL
2)
tD CO
aw or a
Page 2 of
Personnel
Hours
B ud get
Task a ri tion
�
A E
�
4.2 Pre are As-Built Drawings
4
2 0$
3,340
267 3,6007
U U to
-
4
8
24 36
$ 4
333 4
Total
2
74
134
114 341
$ 45
3,629 48
Personnel C atV o r [I
Principal Engineer $200.00
Senior Engineer $160.00
Associate Engineer $125.00
Drafter $
im
tD
CL
2)
tD CO
aw or a
Page 2 of
FXHIRIT C
INSURANCE REQUIREMENTS
Prior to the beginning of and throughout the duration of the Work, Consultant will
maintain insurance in conformance with the requirements set forth below. Consultant
will use existing coverage to comply with these requirements. If that existing coverage
does not meet the requirements set forth here, Consultant agrees to amend,
supplement o endorse the existing coverage to do sc. Consultant acknowledges that
the insurance coverage and policy limits set forth in this section constitute the minimum
amount of coverage required. Any insurance proceeds available to City in excess of the
limits and coverage required in this agreement and which is applicable to a given loss,
will be available to City.
Consultant shall provide the following types and amounts of insurance:
Commercial General Liability Insurance using Insurance Services Office "Commercial
General Liability policy from CG 00 01 or the equivalent. Defense costs must be paid in
addition to limits. There shall be no cross liability exclusion for claims or suits by one
insured against another. Limits are subject to review but in no event less than
$1,000,000 per occurrence.
Business Auto Coverage on ISO Business Auto Coverage from CA 00 01 including
symbol 1 (Any Auto) or the equivalent. Limits are subject to review, but in no event to be
less than $1,000,000 per accident. If Consultant owns no vehicles, this requirement may
be satisfied by a non -owned auto endorsement to the general liability policy described
above. If Consultant or Consultant Is employees will use personal autos in any way on
this project, Consultant shall provide evidence of personal auto liability coverage for
each such person.
Workers Compensation on a state - approved policy form providing statutory benefits as
required by law with employer's liability limits no less than $1 ,000,000 per accident or
disease.
Professional Liability or Errors and Omissions Insurance as appropriate shall be written
on a policy form coverage specifically designated to protect against negligent acts,
errors or omissions of the Consultant and "Covered Professional Services as
designated in the policy must specifically include work performed under this agreement.
The policy limit shall be no less than $1,000,000 per claim and in the aggregate. The
policy must "pay on behalf of the insured and must include a provision establishing the
insurer's duty to defend. The policy retroactive date shall be on or before the effective
date of this agreement.
Page 12
Agenda Item 8.m.
Page 15
Insurance procured pursuant to these requirements shall be written by insurer that are
admitted carriers in the state California and with an A.M. Bests rating of A- or better and
a minimum financial size 1111.
General conditions pertaining to provision of insurance coverage by Consultant.
Consultant and City agree to the following with respect to insurance provided b
Consultant:
1. Consultant agrees to have its insurer endorse the third party general
liability coverage required herein to include as additional insureds City, Its officials
employees and agents, using standard ISO endorsement No. CG 2010 with an edition
prior to 1992. Consultant also agrees to require all consultants, and subcontractors to
do likewise.
2. No liability insurance coverage provided to comply with this Agreement
shall prohibit Consultant, or Consultant's employees, or agents, from waiving the right of
subrogation prior to a loss. Consultant agrees to waive subrogation rights against City
regardless of the applicability of any insurance proceeds, and to require all Consultants
and subcontractors to do likewise.
3. All insurance coverage and limits provided by Consultant and available or
applicable to this agreement are intended to apply to the full extent of the policies.
Nothing contained in this Agreement or any other agreement relating to the City or its
operations limits the application of such insurance coverage.
4. None of the coverages required herein will be in compliance with these
requirements if they include any limiting endorsement of any kind that has not been first
submitted to City and approved of in writing.
5. No liability policy shall contain any provision or definition that would serge
to eliminate so-called "third party action over' claims, including any exclusion for bodily
injury to an employee of the insured or of any Consultant or subcontractor.
6. All coverage types and limits required are subject to approval, 'modification
and additional requirements by the City, as the need arises. Consultant shall not make
any reductions in scope of coverage e.g. elimination of contractual liability or reduction
of discovery period) that may affect City's protection without City's prior wriften consent,
7. 'roof of compliance with these insurance requirements, consisting of
certificates of insurance evidencing all of the coverages required and an additional
insured endorsement to Consultant's general liability policy, shall be delivered to City at
or prior to the execution of this Agreement. In the event such proof of any insurance is
not delivered as required, or in the event such insurance is canceled at any time and no
replacement coverage is provided, City has the right, but not the duty, to obtain any
insurance it deems necessary to protect its interests under this or any other agreement
Page 13
Agenda Item 8.m.
Page 16
and to pay the premium. Any premium so paid by City shall be charged to and promptly
paid by Consultant o deducted from sums due Consultant, at City option.
8. Certificate(s) are to reflect that the insurer will provide 30 days notice to
City of any cancellation of coverage. Consultant agrees to require its insurer to modify
such certificates to delete any exculpatory w rding stating that failure o f the insurer t o
mail written notice of cancellation imposes no obligation, or that any party will
69 endeav r" as opposed to being required) to comply with the requirements of the
certificate.
9. It is acknowledged by the parties of this agreement that all insurance
coverage required to be provided by Consultant or any subcontractor, is intended to
apply first and on a primary, noncontributing basis in relation to any other insurance or
self insurance available to City.
10. Consultant agrees to ensure that subcontractors, and any other party
involved with the project who is brought onto or involved in the project by Consultant,
provide the same minimum insurance coverage required of Consultant. Consultant
agrees to monitor and review all such coverage and assumes all responsibility for
ensuring that such coverage is provided in conformity with the requirements of this
section. Consultant agrees that upon request, all agreements with subcontractors and
others engaged in the project will be submitted to City for review.
11. Consultant agrees not to self - insure or to use any self-insured retentions
or deductibles above $25,000 on any portion -of the insurance required herein and
further agrees that it will not allover any of its Consultant, subcontractor, Architect,
Engineer or other entity or person in any way involved in the performance of work on
the project contemplated by this agreement to self - insure its obligations to City. If
Consultant's existing coverage includes a deductible or self - insured retention, the
deductible or self-insured retention must be declared to the City. At the time the City
shall review options with the Consultant, which may include reduction or elimination of
the deductible or self - insured retention, substitution of other coverage, or other
solutions.
12. The City reserves the right at any time during the term of the contract to
change the amounts and types of insurance required by giving the Consultant ninety
( 90) days advance written notice of such change. If such change results in substantial
additional cost to the Consultant, the City will negotiate additional compensation
proportional to the increase benefit to City.
18. For purposes of applying insurance coverage only, this Agreement will be
deemed to have been executed immediately upon any party hereto taking any steps
that can be deemed to be in furtherance of or towards performance of this Agreement.
Page 1
Agenda Item 8.m.
Page 17
1. Consultant acknowledges and agrees that any actual o alleged failure on
the part of City to inform Consultant of non-compliance with any insurance requirements
in no way imposes any additional obligations on City nor does it waive any rights
hereunder in this or any other regard.
18. Consultant will renew the required coverage annually as long as City, or
its employees o agents face an exposure fr m operations of any type pursuant to this
agreement. This obligation applies whether o not the agreement is canceled o
terminated for any reason. Termination of this obligation is not effective until City
executes a written statement to that effect.
16. Consultant shall provide proof that policies o insurance required herein
expiring during the term o f this Agreement have been renewed or replaced with other
policies providing at least the same coverage. Proof that such coverage has been
ordered shall be submitted prior to expiration. A coverage binder or letter from
Consultant's insurance agent to this effect is acceptable. A certificate of insurance
and/or additional insured endorsement as required in these specifications applicable to
the renewing o new coverage must be provided to City within five days of the expiration
of the coverages.
17. Subject to the indemnity provisions of this agreement, the provisions of
any workers' compensation or similar act will not limit the obligations of Consultant
under this agreement. Consultant expressly agrees not to use any statutory immunity
defenses under such laws with respect to City, its employees, officials and agents.
18. Requirements of specific coverage features or limits contained in this
section are not intended as limitations on coverage, limits or other requirements nor as
a waiver of any coverage normally provided by any given policy. Specific reference to a
given coverage feature is for purposes of clarification only as it pertains to a given issue,
and is not intended by any party or insured to be limiting or all - inclusive.
19. These insurance requirements are intended to be separate and distinct
from any other provision in this agreement and are intended by the parties here to be
interpreted as such.
2. The requirements in this Section supersede all other sections and
provisions of this Agreement to the extent that any other section o provision conflicts
with or impairs the provisions of this Section.
1. Consultant agrees to be responsible for ensuring that no contract used by
Consultant and its subcontractors any party involved in any way with the project
reserves the right to charge City or Consultant for the cost of additional insurance
coverage required by this agreement. Any such provisions are to be deleted with
reference to City. It is not the intent of City to reimburse any third party for the cost of
complying with these requirements. Subject to Paragraph 12 of this Exhibit C there
Page 1
Agenda Item 8.m.
Page 18
shall be no recourse against City for payment of premiums o other amounts with
respect thereto.
22. Consultant agrees to provide immediate notice to City of any claim o loss
against Consultant arising out of the work performed under this agreement. City
assumes no obligation or liability by such notice, but has the right (but not the duty) to
monitor the handling of any such claim or claims if they are likely to involve City.
Page 1
Agenda Item 8.m.
Page 19
THIS PAGE INTENTIONALLY LEFT BLANK
Agenda Item 8.m.
Page 20
pi,o
INCORPORATED
*XJVLY 10, 1911,/
MEMORANDUM
c R P
TO: CITY COUNCIL I REDEVELOPMENT BOARD OF DIRECTORS
FROM: TERESA 1 I DLISH, DIRECTOR of COMMUNITY ITY DEVELOPMENT 1 MC
BY: JIM BERGMAN, PLANNING MANAGER?),
SUBJECT: CONSIDERATION of AN AGREEMENT FOR CONSULTANT
SERVICES FOR HISTORIC RESOURCES
DATE: AUGUST 10, 201
RECOMMENDATION:
It is recommended that the City Council Redevelopment Agency Board approve and
authorize the Mayor to execute an agreement for consultant services with Page
Turnbull to complete a Historic Content Statement, Historic Resources Survey and Mills
Act Consultation for the amount of $29,800.
FINANCIAL IMPACT:
On March 9, 2010 the Council Redevelopment Agency Board directed the
reprogramming of $30,000 in Redevelopment Agency funds from the Green Corridor
Project for consultant services to prepare a historic context statement and survey in the
Village Core.
BACKGROUND:
On March g, 2010, the City Council reviewed 10 recommendations related to historic
resources. After consideration, the Council directed staff to implement seven specific
actions, including:
Develop a defined and articulated historical context;
0 Contract for a Historic Resource Survey once the modified criteria is in plane,
and reprogram $30,000 in Redevelopment Agency funds for consultant services
to prepare the surrey; and
0 Establish a Mills Act Program (California Government Code Section 50280-
502 .
Working with the Historical Resources Committee, staff~ developed and distributed a
Request for Proposal to 56 historical resource c onsultants listed in the California
Historical Resources Information System (CHRIS). Staff received seven pro posals
which were reviewed by the Historic Resources Committee on .dune 11, 2010. Utilizing
the evaluation criteria of the RFP, three consultants were invited to return to give a
presentation to the HRC on Jury g, 2010. After considering the proposals, the HRC
Agenda Item 8.n.
Page 1
CITY COUNCIL
CONSIDERATION of AN AGREEMENT FOR CONSULTANT SERVICES s FOR
HISTORIC RESOURCES
RCES
GUST 10, 2010
PAGE 2
adopted a motion recommending the City Council retain Page & Turnbull to complete
the Historic Content Statement and Historic Reso Survey and Mills Act
Consultation.
ANALYSIS of ISSUES:
The proposal from Page & Turnbull will develop three products for the City of Arroyo
Grande:
1. A Citywide Historic Content Statement, which is focused upon the variety and
types of resources within the City including eligibility standards and integrity
thresholds;
2. A limited Historic Resource survey of selected properties in order to
appropriately illustrate the historic content statement; and
3. Mills Act Consultation.
Details of these products are available on pages 2 and 3 of the Page & Turnbull
proposal (Exhibit E of the attached Agreement for Consultant Services).
ADVANTAGES:
This project is an important step in developing a comprehensive historic preservation
program as well as educating the public and property owners of historic resources.
DISADVANTAGES:
TAGES:
No disadvantages identified.
ALTERNATIVES:
The following alternatives are provided for the Council Redevelopment Agency Board's
consideration:
- Authorize the Mayor to execute an agreement for Consultant Services with Page
Turnbull to complete a Historic Content Statement and Historic Resource
Survey for the amount of $29,800}
- Give additional direction to modify the scope of work and authorize staff to
negotiate any cost changes to the Agreement for Consultant Services with Page
Turnbull to complete a Historic Content Statement a nd Historic Resources
Survey;
- Do not authorize the Mayor to execute an Agreement for Consultant services
with Page & Turnbull to complete a Historic Content Statement and Historic
Resources Survey for the amount of $29,800.:
- Provide direction to staff.
Agenda Item 8.n.
Page 2
CITY COUNCIL
CONSIDERATION F AN AGREEMENT FOR CONSULTANT SERVICES FOR
HISTORIC RESOURCES
AUGUST 10, 201
PAGE
ENVIRONMENTAL REVIEW:
In compliance with the California Environmental Quality Act CE A , the Community
Development Department has determined that this project is categorically exempt per
Section 15306 of the CE QA Guidelines (information Collection: Basic data collection,
research, experimental management, ent, and resource evaluation activities which do not
result in a serious or major r d isturban e to and environmental resource).
NOTIFICATION AND COMMENTS:
The Agenda was posted in front of City Hall on Thursday, August 5, 2010. The Agenda
and staff report were posted on the City's website on Friday, August 6 , 2010.
Attachments-
1. Agreement for Consultant Services
Agenda Item 8.n.
Page 3
ATTACHMENT 1
AGREEMENT FOR CONSULTANT SERVICES
THIS AGREEMENT Ei T is made and effective as of August 10, 2010, between Page
Turnbull "Consultant's), and the CITY of ARROYO GRANDE, a Municipal Corporation
("City"). In consideration of the mutual covenants and conditions set forth herein, the
parties agree as follows:
I . TERM
This Agreement shall commence on August 10, 2010 and shall remain and
continue in effect until August 10, 2011, unless sooner terminated pursuant to the
provisions of this Agreement.
2. SERVICES
Consultant shall perform the tasks described and comply with all terms and
provisions set forth in Exhibit "A ", attached hereto and incorporated herein by this
reference.
3. PERFORMANCE
lCE
Consultant shall at all times faithfully, competently and to the best of his /her
ability, experience and talent, perform all tasks described herein. Consultant shall
employ, at a minimum generally accepted standards and practices utilized by persons
engaged in providing similar services as are required of Consultant hereunder in
meeting its obligations under this Agreement.
4. AGREEMENT T ADMINISTf ATIO 1
City's Director of Community Development shall represent City in all matters
pertaining to the administration of this Agreement. .John Lesak shall represent
Consultant in all matters pertaining to the administration of this Agreement.
5. PAYMENT
The City agrees to pay the Consultant in accordance with the payment rates and
terms set forth in Exhibit "E ", attached hereto and incorporated herein by this reference.
6. SUSPENSION OR TERMINATION of AGREEMENT WITHOUT T CAUSE
(a) The City may at any time, for any reason, with or w ithout cause, suspend
or terminate this Agreement, or any portion hereof, by serving upon the consultant at
least ten 10 days prior written notice. Upon receipt of said notice, the Consultant shall
immediately cease all work under this Agreement, unless the notice provides otherwise.
It the city suspends or terminates a portion of this Agreement such suspension or
termination shall not rake void or invalidate the remainder of this Agreement.
Page 1
Agenda Item 8.n.
Page 4
( b ) In the event this Agreement is terminated pursuant to this Section, the City
shall pay to Consultant the actual value of the work performed up to the time of
termination, provided that the work performed is of value to the City. - Upon termination
of the Agreement pursuant to this Section, the Consultant will submit an invoice to
the
City pursuant to Section 5.
7. TERMINATION ON OCCURRENCE of STATED EVENTS
TS
This Agreement shall terminate automatically on the occurrence of any of the
following events:
( a) or insolvency of any party;
( b) Sale of Consultant's business; or
( c ) Assignment of this Agreement by Consultant without the consent of City.
( d) End of the Agreement term specified in Section I .
8. DEFAULT of CONSU
T
( a ) The Consultant's failure to comply with the provisions of this Agreement
shall constitute a default. In the event that Consultant is in default for cause under the
terms of this Agreement, City shall have no obligation or duty to continue compensating
Consultant for an y work performed after the date of default and can terminate this
Agreement immediate) by written notice to the Consultant. If such failure by the
g y
Consultant to make progress in the performance of work hereunder arises out of causes
beyond the Consultant's control, and without fault or negligence of the Consultant, it
shall not be considered a default,
( b) If the Ci ty Manager or his /her delegate determines that the Consultant is in
default In the p erformance of any of the terms or conditions of this Agreement, he /she
shall cause to be seared upon the Consultant a written notice of the default. The
Consultant shall have ten 10 days after service upon it of said notice in which to cure
the default by rendering a satisfactory performance. In the event that the Consultant
falls to cure its default within such period of time, the City shall have the right,
notwithstanding any other provision of this Agreement to terminate this Agreement
w ithout further notice and without prejudice to any other remedy to which it may be
entitled at la, in equity or under this Agreement.
g. LAWS To BE OBSER Consultant shall:
(a) Procure all permits and licenses, pay all charges and fees, and give all
notices which may be necessary and incidental to the due and lawful prosecution of the
services to be performed by Consultant under this Agreement,
(b) Keep itself fully informed of all existing and proposed federal, state and
local lavers, ordinances, regulations, orders, and decrees which may affect those
eng aged or ern to ed under this Agreement, any materials used in Consultant's
g g p
Page 2
Agenda Item 8.n.
Page 5
performance under this Agreement, or the conduct of the services under this
Agreement;
(c) At all times observe and comply with, and cause all of its employees to
observe and comply with all of said lags, ordinances, regulations, orders,, and decrees
mentioned above;
(d)
Immediately report to the City's Contract Manager in writing any
discrep or inconsistency it discovers in said laws, ordinances, regulations, orders,
and decrees mentioned above in relation to any plans, drawings,, specifications, or
provisions of this Agreement.
(e) The City, and its officers, agents and employees, shall not be liable at laver
or in equity occasioned by failure of the Consultant to comply with this Section.
for OWNERSHIP of DO CUMENTS
( a) Consultant shall maintain complete and accurate records with respect to
sales, costs, expenses, receipts, and ether such information rewired by City that relate
to the p erformance of services under this Agreement. Consultant shall maintain
adequate records of services provided in sufficient detail to permit an evaluation of
services. All such records shall be .maintained in accordance with generally accepted
accounting principles and shall be clearly identified and readily accessible. Consultant
shall provide free access to the representatives of City or its designees at reasonable
■
times to such books and records, shall give City the right to examine and audit said
books and records; shall permit City to make transcripts therefrom as necessary; and
shall allow inspection of all work, data, documents, proceedings, and activities related to
a
this Agreement. Such records, together Frith supporting documents, shall be .maintained
for a period of three 3 years after receipt of final payment.
(b) Upon completion of, or in the event of termination or suspension of this
Agreement, all original documents, designs, drawings, .naps, models, computer files,
surve s notes, and other documents prepared in the course of providing the services to
be p performed p ursuant to this Agreement shall become the sole property of the City and
ma y be used, reused, or otherwise disposed of by the City without the permission of the
Consultant. With respect to computer files, Consultant shall .male available to the City,
at the Consultant's office and upon reasonable written request by the City, the
necessary computer software and hardware for purposes of accessing, compiling,
core
transferring, and panting computer files.
11. INDEMNIFICATION
EM IFICATION
(a) Indemnification for Professional Liabilily. When the laver establishes a
professional standard of care for Consultant's Services, to the fullest extent permitted by
law, Consultant shall indemnify, protect, defend and hold harmless City and any and all
of its officials, employees and agents "Indemnified Parties" from and against any and
Page 3
Agenda Item 8.n.
Page 6
liabilities damages, costs and expenses, including attorney's fees and costs
all losses,
t o the e same are caused in whole or in part by any negligent or wrongful act, error
or o mission of Consultant , its officers, agents, employees or subcontractors or any
entity or individual that Consultant shall bear the legal liability thereof} in the
��
performance of professional services under this agreement.
Indemnification for Other Than Professional Liablli Other than in the
perfor of professional services and to the full extent permitted by law, Consultant
s hall indemnif defend and held harmless City, and any and all of its employees,
+ • ■ r ■ l l s r cl suits,
' and agents from and against n l (including liity for cla
officals g g y
arbitration proceedings, administrative proceedings, regulatory proceedings,
actions, p g � in
uses or costs of an kind, whether actual, alleged or threatened, including
losses, e y
attorneys fees an d costs court costs interest, defense costs, and expert witness fees),
me arise out f are a c of, or are in any gray attributable to, in
where the .
performance of this Agreement by Consultant or by any indiv
or �n part, the p g
or entity for r �►hich Consultant is legally liable, including but not limited to officers,
agents, employees or subcontractors of Consultant.
General Indemnification Provisions. Consultant agrees to obtain executed
indemnity agreements with p rovisions identical to those set forth here in this section
from each a nd eve ry an subcontractor or other person or entity involved by, for, with or
�
o n beha
of Consultant in the p erformance of this agreement, In the event Consultant
obtain such indemnity oblig from others as required fails to ob ty here Consultant g y g
agrees to
be full responsible according in to the terms of this section. Failure of City to
m comp liance �
rn liance F rith these requirements imposes no additional obligations on City
and will t
. act as a waiver of an ri hereunder. This obligation to indemnify
'n no way g
a set forth here is binding and defend ��t g n the successors, assigns or heirs of
Consultant and shall survive the termination of this agreement or this section,
2. INSURANC
and for the duration of this
shall maintain p rior to the beginning of a
C � �, „
insurance cover as ecified in Exhibit attached hereto and
Agreement g p
incorporated herein as though set forth in full.
13. INDEPENDENT ENT CONSULTAI T
( a ) Consultant is and shall at all times remain as to the City a wholly
in ndent Consultant. The personnel performing the services under this Agreement
o n behalf of Consultant shall at all tunes be under Consultant's exclusive direction and
cont rol. Neither I Cit f its officers, employees, or agents shall have control over
fy nor an
f Consultant or n of Consultant's officers, employees, or agents, e
the conduct o
as set forth in this Agreement. Consultant shall not at any time or in any manner
t hat it or an of its officers, employees, or agents are in any manner officers,
represent t y p
employees, or agents of the City. Consultant shall not incur or have the power to incur
any debt, obligation, or liability whatever against City, or bind City in any manner.
Page
Agenda Item 8.n.
Page 7
(b) No employee benefits shall be available to Consultant in connection with
performance of this Agreement. Except for the fees paid to Consultant as provided in
the Agreement, City shall not pay salaries, wages, or other compensation to Consultant
for performing services hereunder for City. City shall not be liable for compensation or
indemnification to Consultant for injury or sickness arising out of performing services
hereunder.
14. UNDUE INFLUENCE
Consultant declares and warrants that no undue influence or pressure was or is
used against or in concert with any officer or employee of the City of Arroyo Grande in
connection with the a ward, terms or implementation of this Agreement, including any
method of coercion, confidential financial arrangement, or financial inducement. No
officer or employee of the City of Arroyo Grande will receive compensation, directly or
indirectly, from Consultant, or from any officer, employee or agent of Consultant, in
connection with the a ward of this Agreement or any work to b e conducted as a result of
this Agreement. Violation of this Section shall be a material breach of this Agreement
entitling the City to any and all remedies at laver or in equity.
15. NO BENEFIT To ARISE To LOCAL EMPLOYEES
No member, officer, or employee of City, or their designees or agents, and no
public official who exercises authority over or responsibilities with respect to the project
during his /her tenure or for one year thereafter, shall have any interest, direct or indirect,
in any ag reement or sub- agreement, or the proceeds thereof, for work to be performed
in connection with the project performed under this Agreement.
16. RELEASE of INFORMATION /CONFLICTS of INTEREST
(a) All information gained by Consultant in performance of this Agreement shall
be considered confidential and shall not be released by Consultant without City's prior
written authorization. Consultant,, its officers, employees, agents, or subcontractors,
shall not without written authorization from the City Manager or unless requested by the
City Attorney, voluntarily provide declarations, letters of support, testimony at
depositions, resp onse to interrogatories, or other information concerning the work
performed under this Agreement or relating to any project or property located within the
City. Response to a subpoena or court order shall not be considered voluntary
provided Consultant gives City notice of such court order or subpoena.
( b ) Consultant shall promptly notify City should Consultant, its officers,
g
,
ern to ees ag ents, or subcontractors be served with any summons, complaint,
p
subpoena, notice of deposition, request for documents, interrogatories, request for
admissions, or other discovery request, court order, or subpoena from any person or
p a rty regarding this Agreement and the work performed thereunder or with respect to
Page
Agenda Item 8.n.
Page 8
any project or property located within the City. City retains the right, but has no
obligation, to represent Consultant and be present at any deposition, hearing, or
similar proceeding. Consultant agrees to cooperate fully with City and to provide the
opportunity to review any response to discovery requests provided by Consultant.
However, city's right to review any such response does not imply or mean the right by
City to control, direct, or rewrite said response.
17. NOTICES
Any notice which either party may desire to give to the other party under this
Agreement rust be in writing and may be given either by i personal service, (ii)
delivery by a reputable document delivery service, such as but not limited to, Federal
Express, which provides a receipt shoring date and time of delivery, or (iii) mailing in
the United states Mail, certified mail, postage prepaid, return receipt requested,
addressed to the address of the party as set forth below or at any other address as that
party may later designate by notice:
To City: City of Arroyo Grande
Teresa IlcClish
214 E. Branch Street
Arroyo Grande, CA 93420
To Consultant: Page & Turnbull
John Lesak
S. Hill Street, Ste. 211
Los Angeles, California 90013
18. ASSIGNMENT
The Consultant shall not assign the performance of this Agreement, nor any part
thereof, without the prior written consent of the City.
19. GOVERNING LAW
The City and consultant understand and agree that the lavers of the State of
California shall govern the rights, obligations, duties, and liabilities of the parties to this
Agreement and also govern the interpretation of this Agreement. Any litigation
concerning this Agreement shall take place in the superior or federal district court with
jurisdiction over the City of Arroyo Grande.
20. ENTIRE E AG EEMEI T
This Agreement contains the entire understanding between the parties relating to
the obligations of the parties described in this Agreement. All prier or contemporaneous
agreements, understandings, representations, and statements, or written, are merged
into this Agreement and shall be of no further force or effect. Each party is entering into
Page
Agenda Item 8.n.
Page 9
this Agreement based solely upon the representations set forth herein and upon each
party's own independent investigation of any and all facts such party deems material.
21. T IME
City and Consultant agree that time is of the essence in this Agreement.
22. CONTENTS OF RE FOR PROPOSAL AND PROPOSAL
Consultant is bound by the contents of the City's Request for Proposal, Exhibit
6631 attached hereto and incorporated herein by this reference, and the contents of the
proposal submitted by the Consultant, Exhibit "E ", attached hereto and incorporated
herein by this reference. In the event of conflict, the requirements o f City's Request for
Proposals and this Agreement shall take precedence over those contained in the
Consultant's proposals.
23. CONSTRUCTION
The parties agree that each has had an opportunity to have their counsel review
this Agreement and that any rule of construction to the effect that ambiguities are to be
resolved against the drafting park shall not apply in the interpretation of this Agreement
or any amendments or exhibits thereto. The captions of the sections are for
convenience and reference only, and are not intended to be construed to define or limit
the provisions to which they relate.
24. AMENDMENTS
Amendments to this Agreement shall be in writing and shall be made only with
the mutual written consent of all of the parties to this Agreement.
25. AUTHORITY TO EXECUTE THIS AGREEMENT
The person or persons executing this Agreement on behalf of Consultant
warrants and represents that he /she has the authority to execute this Agreement on
behalf of the Consultant and has the authority to bind Consultant to the performance of
its obligations hereunder.
Page
Agenda Item 8.n.
Page 10
IN WITNESS WHEREOF, F, the parties hereto have caused this Agreement to be
executed the day and year first above written.
CITY of ARROYO GRANDE CONSULTANT
By:
Terry Ferrara, Mayor
Attest:
Kelly Wetmore, City Clerk
Approved As To Fo
David H. Hirsch, Assistant City Attorney
Page
Its:
(Title)
Agenda Item 8.n.
Page 11
E XHIBIT
SCOPE OF W
In addition to the following two page scope of work, in accordance with the request of
the Historic Resources Committee, the applicant shall supplies samples of completed
surrey forms with information relevant to State 523 A and B forms to the satisfaction of
the Historic Resources Committee r ittee and Director of Community Development.
Page
Agenda Item 8.n.
Page 12
Scope of 1r
the California Environ mentaI Quality Act DE QA).
As an Architectural Historian JDulturaI Landscape
Specialist, Gretchen Hilyard has been the key author
of Page & Turnbull' ultural landscape reports and
assessments, including the Badger Pass Ski Lodge
Cultural Landscape Report and the Fresno loeding
Park Historic resource Assessment. Gretchen will
act as the project's lead writer and surveyor, and will
work with John and Richard on project production.
Gretchen brings a strong knowledge of cultural
landscape resources and methodology garnered from
her past experience with the National Park Service's
Olmsted Center for Landscape Preservation, where
she contributed to the /National Park Service Cultural
Landscape Inventory Professional Procedures Guide.
Gretchen has particular interest in the history and
documentation of historic designed and vernacular
landscapes, and is passionate about mid-centur
modernism, serving as president of the Northern
California Chapter of DOCOMOMO US.
The key staff members selected for your team are part
of Page & Turnbull"s Cultural Resources Studio (CRS),
which is composed of eight architectural historians,
preservation planners, cultural resource specialists,
and cultural landscape specialists who conduct work
related to historical documentation and evaluation. The
Cultural Resource Studio is spread among Page
Turnbull's three offices in San Francisco, Los Angeles,
and Sacramento. In order to ensure the highest
quality in meeting the project objectives, the team
assembled for this project has the ability to drag upon
the expertise of other members of the DRS studio, if
needed.
Historic Context SWOITWd and Historic Resource Survey - CAty &Arroyo Grande
To complete the citywide historic context statement,
limited historic resource survey and Mills Act
consultation, our work will be conducted as follows:
Task 9. Historic Context Statement
i I w rk: Page & Turnbull will conduct limited
fieldwork to examine ine the types of properties within the
City of Arroyo Grande.
Staff. Richard S=6 and Gretchen Hilyard
Product: Draft Historic Context Statement; Limited
Historic Resource Survey
e garch Page & Turnbull will conduct historic
research at local and/or statewide repositories, which
may include the South County Historical Society,
City of Arroyo Grande, San Luis Obispo County
Library, Los Angeles Public Library, San Luis Obispo
County, California Polytechnic University, and other
repositories to be identified during the course of
the project. This research will focus on developing
a citywide historic context statement and gathering
infom action on the properties in the Downtown core. As
deemed necessary, we may seek oral interviewers with
people knowledgeable about city's history, including
members of the South County Historical Society,
Staff Richard Sucrd and Gretchen Hilyard
Product; Draft Historic Context Statement; Limited
Historic Resource Survey
AdMi Draft Histo n rnn:
After completing the research and conducting a
field reconnaissance of the city, Page & Turnbull will
produce a Citywide Historic Context Statement. This
document will record the significant historic themes
associated with historic resources within the city, and
will define the various property types, registration
requirements and integrity criteria. This document
shall serge as the basis for identifying and evaluating
future properties. The registration requirements
will be directly informed by the significant themes
outlined in the historic context statement, while the
integrity criteria will be garnered from observations
made during the citywide field reconnaissance. This
document will also include graphics and maps, as
necessary.
Staff Richard Sucre and Gretchen Hilyard
Product: Draft Historic Context Statement
B ece ipl of rnm r : Page & Turnbull will incorporate
and address a compiled set of comments from City
staff and the community on the Administrative Draft
Historic Context Statement.
taf. Richard Sucr and Gretchen Hilyard
Product Final Historic Context Statement
Agenda Item 8.n.
Page 13
Final Historic n : Page & Turnbull will incorporate
comments and submit a Final Historic Context
Statement to City staff.
Staff. John Lesak and Richard Sucr
Product: Final Historic Context Statement
Task 2. Limited Historic Resource Surrey
Fieldw rk : Page & Turnbull will conduct field work and
digital photography of approximately fifty properties
located in Downtown Arroyo Grande.
Staff: Richard Suci6 and Gretchen Hilyard
Product: Limited Historic resource Survey (Database
and Surrey report)
Resea : Using similar resources as the Historic
Context Statement, Page & Turnbull will conduct
historic research on approximately twenty-five
properties, and will assist community members in
conducting research on the remaining twenty -five
properties.
Staff. Richard S=6 and Gretchen Hilyard
Product Limited Historic resource Survey (Database
and Survey report)
Limited Historic resource Survey After completing
the Historic Context Statement, Page & Turnbull will
complete a limited historic resource survey of the
approximately fifty properties in Downtown Arroyo
Grande, and will evaluate approximately twenty -five
resources. In order to optimize the project budget, we
will work with community members (likely from the
South County Historical Society) to conduct individual
property - specific research as necessary to evaluate
the properties for listing in the National Register,
ter,
California register, and under the City of Arroyo
Grande Historic Resource Criteria. The results of this
reconnaissance shall be input into the City's existing
Cal CIRD system or other similar database), and all
results shall be recorded in a Survey report.
Staff Richard Sucrd and Gretchen Hilyard
Product Database and Survey Deport.
Task 3. frills Act Consultation
Mills I i n: Page & Turnbull will consult
with City staff on establishing a Mills Act Program.
We will work with City staff to identify the necessary
stakeholders, and assist in laying out a plan and
timeline for implementing a Mills Act program.
Staff. John Lesak
Product*' Memorandum
Task 4. Project Management & Meetings
Receigt of Signed ntr t/Pr ' : Page
Turnbull will coordinate with City staff regarding
contracting and invoicing procedures.
Staff: John Lesak and Richard Sucr
Product: Signed Contract
Kick-Off Meet g : The Page & Turnbull Project Team
will meet with City staff to review the overall framework
of the Citywide Historic Context Statement, Limited
Historic resource Survey, and Mills Act. During this
meeting, we will gather any existing documentation
in the City's possession, discuss procedures and
practices for community outreach, and identify any
interested stakeholders or community groups, such
as the South County Historical Society and the City
of Arroyo Grande Historic resource Commission.
Existing documentation may include historic context
statements produced as part of individual property
evaluations environmental compliance reports,
National register applications, or other relevant
printed material. We understand that a planning staff
intern conducted a limited historic resource survey in
1991.
Staff: John Leak, Richard S=6 and Gretchen
Hilyard
Product Meeting Minutes
e in : Page & Turnbull will conduct up to three 3
meetings with City staff and the Historic resources
Committee to review the progress on the project and
present the deliverables. In particular, we agree to
meet in- person or through conference call, if agreed
upon) for the two progress meetings, to present the
findings of the surrey, and to present the draft and
final Historic Context Statement.
Staff. John Lesak, Richard Sucrt and Gretchen
Hilyard
Product Meeting Minutes and Presentation
Note: Page & T mbull will perform quality assurance
duality control on all draft documents, and will peer-
review all final defiverables prior to submittal. This
quality assurrance quality control is conducted by our
senior staff o principals.
Page & TurnbuU ; June 9. 2010
Agenda Item 8.n.
Page 14
EXHIBIT B
PAYMENT SCH DULE
Payment shall be upon the successful completion of each of the following four tasks as
determined by the Director of Community munit Development.
P&T Pao* & Turnbull
P&T Total Staff Membarr P Pr". Man. Arch. M
Task I Description Fee p er Task I Hours Housl 6illRau 3 Igo 3 11!S S
Adminrs rue Drab Mistaric Coniext Stwemer!
F €eWwork
Rtc�seach
1tw- {arsa*r at tiaon -no nts
, rnr, of of sirs Histar Conlejol wraiernert
Task f ours per pe rars
3 13 ,2$0 1 t29 I 7a%k %* W pwsan
UMftd HiSlbft Re.S urge SUrVey
1) Pbiato raar• 'F!efd Wo ax. 5C Resvum-es'
Pe - ...ew of E vrsimg lklafer-W
F'i►S a�A r�ty
E%ralf,.ata-i (Nat'' Vxwa'. Call Ren �or�]k'Alan. :!E Fesource ]
Task hOWS per Parson
1341 Task f* per po w
Su bt l Fee and Hours I 29,300 200
E
Transpom3t,on- %laten►ais. in a"ntals. Travel, etc.
Iota! Fee & Expenses and Hours "AN 200
Page 1
Agenda Item 8.n.
Page 15
Mift Act C onsuftWim
70
! ''.Osa
;
is
M a r+t oxa r&. rn
C.ors�.ltata -r
�
T ask haw's pas Person
Task h per parson
4
,
Frr,#eess M ten rip
H'slcrir Rvsow lk e" , Pr #9 ee-twion
Task hours par parson
*ask %* wPwSw
4
Su bt l Fee and Hours I 29,300 200
E
Transpom3t,on- %laten►ais. in a"ntals. Travel, etc.
Iota! Fee & Expenses and Hours "AN 200
Page 1
Agenda Item 8.n.
Page 15
INSURANCE REQUIREMENTS
Prior to the beginning of and throughout the duration of the Work, Consultant will
maintain insurance in conformance with the requirements set forth below. Consultant
will use existing coverage to comply with these requirements. if that existing coverage
does not meet the requirements set forth here, Consultant agrees to amend,
supplement or endorse the existing cover to do so. Consultant acknowledges that
the insurance coverage and policy limits set forth in this section constitute the minimum
amount of coverage required. Any insurance proceeds available to City in excess of the
limits and coverage required in this agreement and which is applicable to a given loss,,
will be available to City.
Consultant shall provide the following types and amounts of insurance:
Commercial General Liability Insurance using Insurance Services Office "Commercial
General Liabilityl' policy from CG 00 01 or the exact equivalent. Defense costs must be
paid in addition to limits. There shall be no cross liability exclusion for claims or suits by
one insured against another. Limits are subject to review but in no event less than
$1,000,000 per occurrence.
Business Auto Coverage on ISO Business Auto Coverage from CA 00 01 including
symbol mbol 1 (Any Auto) or the enact equivalent. Limits are subject to revie w, but in no
event to be less than $1 ,000,000 per accident. If Consultant owns no vehicles, this
requirement may be satisfied by a non -owned auto endorsement to the general liability
policy described above. If Consultant or Consultant's employees will use personal autos
in any way on this project, Consultant shall provide evidence of personal auto liability
coverage for each such person.
Workers Compensation on a state - approved policy form providing statutory benefits as
required by law with employer's liability limits no less than $1,000,000 per accident or
disease.
Excess or Umbrella Liability Insurance (Over Primary) if used to meet limit
requirements, shall provide coverage at least as broad as specified for the underlying
coverages. Any such coverage provided under an umbrella liability policy shall include a
drop down provision providing primary coverage above a maximum $25,000 self-
insured retention for liability not covered by primary but covered by the umbrella.
Coverage shall be provided on a `#pay on behalf" basis, with defense costs payable in
addition to policy limits. Policy shall contain a provision obligating insurer at the time
insured's liability is determined, not requiring actual payment by the insured first. There
shall be no cross liability exclusion precluding coverage for claims or suits by one
insured against another. Coverage shall be applicable to City for injury to employees of
Page 1'1
Agenda Item 8.n.
Page 16
Consultant, subcontractors or others involved in the Work. The scope of coverage
provided is subject to approval of City following receipt of proof of insurance as required
herein. Limits are subject to review but in no event less than $1,000,000 per
occurrence.
Professional Liability or Errors and Omissions Insurance as appropriate shall be written
on a policy form coverage specifically designated to protect against acts, errors or
omissions of the Consultant and "Covered Professional Services" as designated in the
policy must specifically include work performed under this agreement. The policy limit
shall be no less than $1 000,000 per claim and in the aggregate. The policy must `spay
on behalf of the insured and must include a provision establishing the insurer's duty to
defend. The policy retroactive date shall be on or before the effective date of this
agreement.
Insurance procured pursuant to these requirements shall be wrier by insurer that are
admitted carrr'ers i t the slate California and with an A. M. Bests ratin g of l- or better and
a minimum financial size Iii.
General conditions pertaining to provision of insurance coverage by Consultant.
Consultant and City agree to the following with respect t o Insurance provided by
Consultant:
1. Consultant agrees to have its insurer endorse the third party general
liability coverage required herein to include as additional insureds City, its officials
employees and agents, using standard ISO nd r em n Info. CG 2010 with an edition
prior to 1992. Consultant also agrees to require all Consultants,, and subcontractors to
do likewise.
2. No liability insurance coverage provided to comply with this Agreement
shall prohibit Consultant, or Consultant's employees, or agents, from waiving the right of
subrogation prior to a loss. Consultant agrees to waive subrogation rights against city
regardless of the applicability of any insurance proceeds, and to require all Consultants
and subcontractors to do likewise.
3. All insurance coverage and limits provided by Consultant and available or
applicable to this agreement are intended to apply to the full extent of the pollcie,s.
Nothing contained in this Agreement or any other agreement relating to the city or its
operations limits the application of such insurance coverage.
. None of the coverages required herein will a in compliance with these
requirements if they include any limiting endorsement of any kind that has not been first
submitted to city and approved of in writing.
5. No liability policy shah contain any provision or definition that would serge
to eliminate so- called "third party action over" claims, including any exclusion for bodily
injury to an employee of the insured or of any consultant or subcontractor.
Page 12
Agenda Item 8.n.
Page 17
6. A ll coverage t and limits r e q uired are subject to approval, modification
and addi tional require b y � the City, as the need arises. consultant shall not rate
any reductions ` n in scope of coverage e, . elimination of contractual liability or reduction
o f discovery perio
that may affect City's rotection without City's prior written consent.
7. m lEance with these insurance requirements, consisting of
Proof of p • , .
r nce evidencing all f the coverages required and an additional
certificates of �nsu g ,
endorsement to Consultant's general liability policy, shall a delivered to City at
insured end g
or p rior t the execution of this Agreement. In the event such proof of any insurance is
as re quired , or In the event such insurance is canceled at any time and no
not delivered
rep lacement coverage is p rovided, City has the right, but not the duty, to obtain any
in it deems necessar to protect its interests under this or any other agreement
and to p the p premium. n premium so paid by City shall be charged to and promptly
paid b Consultant or deducted from sums due Consultant, at City option.
8 . Certificate(s) are to reflect that the insurer will provide 30 days notice to
City y g of an cancellation of cover consultant agrees to require its insurer to modify
such certificates to delete any wording ording stating that failure of the insurer to
it written notice of cancellation ire any party will
imposes no obligation, or that
rna p
it ndeavor" (as o osed to bein re uired to comply with the requ �rerr ents of the
e p� g
certificate
g. It is acknowledged by the parties of this agreement that all insurance
coverage req uired to be provided b y Consultant or any subcontractor, is intended to
apply first and on a primary, noncontributing basis in relation to any other insurance or
self insurance available to City.
10. Consultant ag rees to ensure that subcontractors, and any other party
involved with the project who is broug onto or involved in the project by Consultant,
p rovide the same minimum insurance coverage required of Consultant. Consultant
p f or
a g rees to monitor and review all such coverage and assumes all responsibility o
ensurn that such coverage �s provided in conformity with the requirements of this
g
section. Consultant agrees that upon request, all agreements with subcontractors and
others engaged in the project will be submitted to City for review.
11. Consultant agrees not to self - insure or to use any self - insured retentions
o r deductibles on any p ortion of the insurance required herein and further agrees that it
will not allow any Consultant, subcontractor, Architect, Engineer or other entity or
p erson in any wa y involved in the p erformance of work on the project contemplated by
this agreement to self-insure its obligations to City. If Consultant's existing coverage
includes a deductible or self-insured retention, the deductible or self - insured retention
must be declared to the City. At the time the City shall review options with the
Consultant, y
which include reduction or elimination of the deductible or self- insured
may
retention, substitution of other coverage, or other solutions.
Page 13
Agenda Item 8.n.
Page 18
12. The City reserves the right at any time during the term of the contract to
change the amounts and types of insurance required by giving the Consultant ninety
( 90) days advance written notice of such change. If such change results in substantial
additional cost to the Consultant, the City will negotiate additional compensation
proportional to the increase benefit to City.
13. For purp oses of applying insurance coverage only, this Agreement will be
deemed to have been executed immediately upon any party hereto taking any steps
that can be deemed to be in furtherance of or towards performance of this Agreement.
1. Consultant acknowledges and agrees that any actual or alleged failure on
the part of City to inform Consultant of non - compliance with any insurance re quirements
in no way imposes any additional obligations on City nor does it waive any rights
hereunder in this or any other regard.
15. Consultant will renew the required coverage annually as long as City, or
its employees or agents face an exposure from operations of any type pursuant to this
agreement. This obligation applies whether or not the agreement is canceled or
terminated for any reason. Termination of this obligation is not effective until City
executes a written statement to that effect.
18. Consultant shall provide' proof that policies of insurance required herein
expiring during the terra of this Agreement have been renewed or replaced with other
policies providing at least the s ame coverage. Proof that such coverage has been
ordered shall be submitted prier to expiration. A coverage binder or letter from
Consultant "s insurance agent to this effect is acceptable. A certificate of insurance
and/or additional insured endorsement as required in these specifications applicable to
the renewing or new coverage must be provided to City within five days of the expiration
of the coverages.
17. The provisions of any workers' compensation or similar act will not limit
the obligations of consultant under this agreement. Consultant e agrees not to
use any statutory immunity defenses under such laws with respect to City, its
employees, officials and agents.
18. Requirements uirement of specific coverage features or limits contained in this
section are not it ` nde . as limitations on coverage, limits or other requirements nor as
a waiver of any coverage normally provided by any given policy. specific reference to a
given coverage feature is for purposes of clarification only as it pertains to a given issue,
and is not intended by any party or insured to be limiting or all - inclusive.
19. These insurance requirements ar e
from any other provision in this agreement and
interpreted as such.
intended to be separate and distinct
are intended by the parties here to be
Page 1
Agenda .Item 8.n.
Page 19
supersede all other sections and
this Section su
2 `fie requirements p
pr . f this Agreem to the extent that any other section or provision conflicts
with or impairs the provisions o this Section.
C ag rees to be resp onsible for ensuring that no contract used by
21. gnu g ,
involved in n era with the proje reserves the right to charge City r
any party � J
Consultant for the
cost of additional insurance coverage required by this agreement.
Any such provisions ns are to be deleted with reference to City. It is not the intent of City to
' art for the cost f complying in with these requirements. There shall
re imburs e any �� g
against fit for pa yment f prerr rums or other amounts with respect
be no reco urse g y y rn
thereto.
22. Consultant agrees to p rovide immediate notice to City of any claim or loss
a g
Consultant arising out of the work performed under this agreement. City
assumes no obligation ation liability such notice, but has the right (but not the duty) t
g t y
monitor the handlin g a n y such claim or claims if they are likely to involve City.
y
Page 15
Agenda Item 8.n.
Page 20
COVE RAGES
TI 4E POLICIES OF INSURANCE LISTED BELOW HAVE BEEN 18$U E D TO THE INSURED NAMED ABOVE FOR THE POLICY P'ER*0 WDICATE D. NOTWITHSTANDING
ANY REOUIREMENT, TERM OR CONDITK)N OF ANY CONTRACT OR OTHER DOCUMENT WITH RE SP ELT TO WINCH THIS CERTIFICATE MAY BE ISSUED OR
MAY PERTAIN. TIRE INSURANCE AFFORDED BY THE POLIC tES DESCRIBED HEREIN IS SU13JECT TO ALL THE TERMS, EXCLUMNS AND CONDITKY" OF SU IA
POLICIES. AG GREGATE LIB TS SHOWN MAY HAVE BEEN AEO BY PAID CLAIMS.
LTR NSR TYPE OF INSURANCE POLICY NUMBER p f y DATE I NI �D YY # LIWIITS
I r E Arr_ LIABILITY
EACH OCCURRENCE 000
_-
AWTED.....t»_. 8 r 0
A X X .._.._._.
COM MERCIAL NERAL LIABILITY 8 0 0 1L4 09/ 15/0 9 1 1 PREM a occ ES EE ure nce �
CI.AIiM18 MAI?E O ICED P (Any one peui)� S 5 . r 0
_J
fiE 'L AGGREGATE LIMIT APP 9 PER:
P OLICY 1 . F LO
A UTOMOBILE LIABILITY
ANY AUTO 13A600
ALL OWNED AUTOS
SCHEDULED AUTOS
X WED AUTOS
]�C NON -OWNED AUTOS
GARAGE LIABILITY
t._ L ANY AUTO
EXCESS I UMBRELLA LIABILITY
A OC CUR CLAIMs MADE I COP 92 6 4 N 4 8A
DEDICTOLE
RETEINTK)N so
PER TONAL & A D *WRY
-
DATE (MMIDD}YYYY)
11 � C R CERT IFICATE OF INSURANCE p it) � �
PAGES
4, 0 0,
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION
ORODUCER
ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE
1
HOLDER_ THIS CERTIFICATE DOES HOT AMEND, EXTEND OR
Sweet & Baker Ins. Brokers Inc
ALTER TH C OVERAGE AFFORDED BY THE POLICIES BELOW-
Secon Street
(Pef per t)
San Francisco CA 94105
BODILY INJURY�
P hone: X115- 512 - 2100 Fax: 415-512-1115
I NSURERS AFFORDING IN COVERAGE i� �
INSI<.II D
IN UREA A: Travelers Prop. Cssv *lLy COIA ►
INSURER B: Tra►valoxs Casualty : Surety co
a T rn u l l , Inc .
t:n : Holly Ames
INSUR cR + ._�_.... r. _......r..- ....Y...- ._.- ......
10 Sansome Street 0
INSURER 0: ......, n ..,�..., -,.- _....,........ -.. -.. _ ..
San Francisco C � 9
,..�. Y... ....___.....� Y------ -...�. r -. - -- ---- ....�.........,,.....
INSURER E: --
COVE RAGES
TI 4E POLICIES OF INSURANCE LISTED BELOW HAVE BEEN 18$U E D TO THE INSURED NAMED ABOVE FOR THE POLICY P'ER*0 WDICATE D. NOTWITHSTANDING
ANY REOUIREMENT, TERM OR CONDITK)N OF ANY CONTRACT OR OTHER DOCUMENT WITH RE SP ELT TO WINCH THIS CERTIFICATE MAY BE ISSUED OR
MAY PERTAIN. TIRE INSURANCE AFFORDED BY THE POLIC tES DESCRIBED HEREIN IS SU13JECT TO ALL THE TERMS, EXCLUMNS AND CONDITKY" OF SU IA
POLICIES. AG GREGATE LIB TS SHOWN MAY HAVE BEEN AEO BY PAID CLAIMS.
LTR NSR TYPE OF INSURANCE POLICY NUMBER p f y DATE I NI �D YY # LIWIITS
I r E Arr_ LIABILITY
EACH OCCURRENCE 000
_-
AWTED.....t»_. 8 r 0
A X X .._.._._.
COM MERCIAL NERAL LIABILITY 8 0 0 1L4 09/ 15/0 9 1 1 PREM a occ ES EE ure nce �
CI.AIiM18 MAI?E O ICED P (Any one peui)� S 5 . r 0
_J
fiE 'L AGGREGATE LIMIT APP 9 PER:
P OLICY 1 . F LO
A UTOMOBILE LIABILITY
ANY AUTO 13A600
ALL OWNED AUTOS
SCHEDULED AUTOS
X WED AUTOS
]�C NON -OWNED AUTOS
GARAGE LIABILITY
t._ L ANY AUTO
EXCESS I UMBRELLA LIABILITY
A OC CUR CLAIMs MADE I COP 92 6 4 N 4 8A
DEDICTOLE
RETEINTK)N so
PER TONAL & A D *WRY
-
2 f 0 0 , U 0
_..._- ._.....----- ..w_.__ ........... . .
- _.......__.�___.
C -NERAL AGGREGATE
4, 0 0,
PRODUCTS • Coal PJOP AGG
s 4 , 0 0 - 0 - 1-99 q .
00MBINED SINGLE LIM
1
0 9/15/09 9 15 1 lea accident}
BODI#.Y INJURY
(Pef per t)
BODILY INJURY�
PROPERTY DAMAGE
(PC, ac le t)
AUTO ONLY - FEA ACCIDENT
OTHER THM ..EA ACC
AUTO ONLY; AGO
EACH OCCURRENCE
� _ 0 0
09/15/09 0 9/15/10 AGGREG ..�
r., .- ...
s
AND EMPLOYERS LIABIL " -__� .._ ------ - - - - -- . .
B RI
AN PRDPRIETOPART ERA: ECUTI 1 I UB 92 4 B 9 5 D 01/01/10 01 01 11 E.L. ACCOENT , ,.__.. _i._ m , 0 , 0 _... .
OFMI 11&4EUBER EXCLUDED
E
(Mandalory In NH) .L - E A EMPLOYEE 1 0
kf , descr undet E.I.- DIS - POMMY LIMIT 1 0 000
SCIAl- PROVISK)NS below
OTHER
DESCRIPTION OF OPERATIONS I LOCATIONS 1 VEHICLES I EXCLUSIONS ADDED BY ENDORSEMENT 1 SPECIAL PROVISIONS .�
T he City of lryo Grande, its officials, employees and agents are named �
Additional Insured as respects work performed by the Named Insured.
Ev1dence of - rI ers Compensation. Bl anket W aiver of Subrogation per
attached CGD3810906 and WC990376.
*10 days notice for non-payment of premium
CERTIFICATE HOLDER CANC
SHOULD ANY OF THE AI3QVE DESCRIBED POLICIES BE CANCELL ED BEFORE THE EXP
A, OT DATE THEREOF, THE ISSUING INSURER WILL ENDEAVOR TO MAIL 3 DAYS WRITM
NOTIOE TO IrKE CERTIFfO TE HOLDER NAND TO THE LEFT, BUT FAILUft TO DD SO SHALL
C ity of Arroyo G rande IMPOSE NO OBLIGATION OR LIABILITY OF ANY KIND UPON THE INSURER„ ITS AGENTS OR
Attn: Teresa McClIsh REPRESENTATIVES.
214 E. Branch Street AI :r sD RFPRE1SE T E
Arroyo Grande CA 93420 /&Pqt
A O R 009/01) 0 1988-2009 A GRD CORPORATION. A ll ri ghts reserved.
The A ORD Hanle and logo are registered marks o f A ORD
Agenda Item 8.n.
Page 21
IMPORTANT
If the certificate bolder Is an ADDITIONAL I SURED the pelf r Ies must be endorsed. A statement
on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s).
If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies ma
require an endorsement. A statement on this certificate does not confer rights to the certificate
bolder In lieu of such endorsement(s).
DISCLAIMER
This Certificate of Ins ur nee does not constitute a contract between the issui n g insurer(s) , aut erized
representative or producer, and the certificate holder, nor does it affirmatively or negatively am nd,
extend or alter the coverage afforded by the policies listed thereon.
A o D 2 (2009101)
Agenda Item 8.n.
Page 22
AOW- WORKERS COMPENSATION
ION AND
TRAVELERS EMPLOYERS LIABIL ITY POLI
ENDORSEMENT VAC o � 001
PO LICY NUMBER: (I . UB- s95-- -
WAIVER OF OUR ,RIG T TO RECOVER FROM OTHERS
EN DORSEMENT ,, CALIFORNIA
IA
( BLANKET WAIVER)
we have the righ recover our payments from anyone liable for an injury covered by this policy, we will not
enforce out' rig h t against the person or organization named 'in th e Schedule.
Yo must a p ay ro ll ro records accurate segregating the remunerefbn of your employ wh ile engaged + In
the work described in the Schedule.
The additional p remium for this en dorsement shall be 5 0 of the California workers' compensation pre -
ium ot duce on such remuneration.
Schedule
Person o Organization Job Description
Axy PEmsw o it oR GmIMATION FOR
WHICH THE INSURED HAS
COMPLETED A WRITTEN AGRE EMENT
TO Q S THIS WAIVER-
DATE OF ISSUE: 3. ..3L o � 0.9 ST ASSIGN:
Agenda Item 8.n.
Page 23
POLICY NUMBER 6 80800IL45A COMMERCIAL GENERAL LIAI IL IXY
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ
IT CAREFULLYS
BLANKET ADDITIONAL INSURED
(ARCHITECTS, ENGINEERS AND SURVEYORS)
This endor ernent m dines insuranee provided under the following:
COMMERCIAL G ENERAL LIABILITY COVERAGE PART
WHO IS AN INSURED (Section 11 i at ended to include any person car
organization that you agree in a " contract or agreement requiring insurance" to include as
an additional insured on this Coverage Part, but:
a. O nly w ith respect to liability for `bodily injury ", " "property dann ge" or "personal
injury ; an
. If the injury or damage arises out of the pef ormance, by you or your
subcontractor, of "your; work" to which the #contract or a reement requiring
insurance"' applies. su erson or or does not ualif a an additional
insured with respect tot it independent acts or for "'bodily injury ", ��property
dainage or "personal injury" for which that person or org anization has assumed
liability in a contract or agreement.
2. The insurance provided to the additional insured by this endorsement is limited as
fol lows:
a. This insurance does not apply on any basis to an person or or ani anon for
which coverage as n additional insured spear really is adde b y another
endorsement to this Coverage Part,
This insurance does not apply to the rendering of or Failure to render any
`�profes i nal services ".
c. The limits o insurance afforded to the additional insured shall be the limits which
ou agreed to provide in that "contract or a greement rNuir•ing insurance ". O die
imits shown in the Declarations for this Coverage Part, whichever are less. This
endor ernent does not increase the limits of insurance stated In the LIMITS of
INSURANCE (Section III) For this Coverage tart.
3 . The followin is added to Mara rah a. o 4. Other Insu�ran a in COMMERCIAL
GENERAL tIABILITY Co I NS (Section IV):
However if you specifically agree in a °`contract or agreement requiring insurance
that the insurance providea to an additional insured under this Coverage tart must
apply on a p rimary basis, or a pr ry
p rimary to other insurance non - contributory basis, this insurance is
l • ' that i available to such additional Insured which covers
such additional insured as a named insured, and we will not share with the other
insurance, provided that:
(1) The "bodily injury "' or "property damage" for which coverage is sought occurs;
and
( 2) The it rs nal injury" for which coverage is sought arises out of an offense
l�
committed,
Agenda Item 8.n.
Page 24
;� r�traci o� ag r ee m e nt requiring in s ur a n ce ". but this
after you have ent into that c
insurance still i s excess over valid and collectible othe r insurance , whether primary,
excess, , the
• ; • , cnt�r� o an is available t the Insured wh en.t o� • other` basis, that
n ured i an ditional insured under any other insurance.
• ' Para ra h 8. Trans o R* rht o Recovery A gain t
. 'pl fo to n added t L I I" ' � � ` ' ONS
Others To ill C �.M R AID GE NERAL
or org
b ecause ni a ion
( Section IV):
We waive any rights o recover we may have against any � ers X011 �� �. �� r r�r�al
use of` gent ire make or bodily injury " property damage o �
i n j ury " a ris i ng sng out o f �� your work" Performed you, or on your behalf, under a
contract or agrees ent req uiring in Wit tha pe�'on o� or anizati We
' . ri ht onI where you have agreed to do so part of t a ` *
w cont.ra t or
agr requiring �nu�
• ' insurance with such on o�• organi elitet ed into by you
, person
before ` and in effect when, the "bod injury "' " property prop erty dam a e" occurs, or the
personal injury offense is c ommitted.
5. A .
respe s the in surance P rovided to the additional insured by this endorsem ent, the
following definition is added to DEFINITIONS ( Section V):
it r agreement re uiring insurance" inean that pa��: o� any cor�t�-act or
agreement under which you are required to include a person or or anjzation as an
add x
' ` insured ured on this overa a Part, provided t t the bodily injury an
6 proe�-ty damage"' occurs, and t �e "personal ilijury" �s caused by an offens
committed:
After you have entered into that contract or agreement; .
While that part of the contract or agreements in effect; and
B efore the end of the policy period.
All other t rips of your policy remain the saine.
G D3 91 06
Agenda Item 8.n.
Page 25
,40R P ID 8 DArE I�D�YI
CERTIFICATE OF INABILITY INS 0 8/ 03/ 1 0
PRODUCE THIS CERTIFICATE IS ISSUED AS A NATTER OF INFORMATION
O NLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE
(OC) Prof Practices HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXT DR
1 855 W . K atella Ave #255 ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW.
Orang CA 92867
Phone*. 714-997-8100 a x : 71 -4 60 - 9 93 5 INSURERS AFFORDING COVE RAGE E MAID
I NSURED INSURER k ACS AMRICAN XNSURA CO 2 2667
INSURER &
lea & Turnbul INSURER C:
10 0 Samara S 200 INSURER 0;
San Francisco, Cl � 11
INSURER E: -
COVERAGES
THE POLICIES OF INSURANCE LISTED 8 E L OW HAVE BEE ISSUED TO THE IN URIE*D NWE 0 ABOVE FOR THE POLICY PERIOD INDICATED. NOT%MTHSTA LADING
ANY REQUIREMENT, TERM OR CONDITION OF ANY C ONT RACY OR OTHE R 00CU ENT VATH RESPECT TO WHICH THIS CERTIFIC TE MAY BE ISSUED OR
MAY PERTAIN. THE INSURANCE AFFORDED BY THE POLICIES DE CRIDEO HEREIN IS SUBJECT TO ALL '> HE TERIAS. EXCLUSIONS AND CONDITIONS OF SUCH
POLICIES. AGGREGATE LOA ITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLA WAS.
I LTIR N R TYPE OF INSURANCE P LIC NUM13ER
DATE MMIDIVYYMf DATE MIO LIMITS
GENERAL LIABILITY
EACH OCCURRENCE
COMMERCIAL ENERAL LIABILITY ICS' APPLIC
PREMISE Es ommnce) S
CLANS MADE [:] OCCUR
MEO EXP (Anyone parson)
PERSONAL 9 ADV INJURY
GENERAL AGME ATIE S
fiEITL AGGREGATE LRAIT APPLIES PEW,
PRODUCTS - COMPA PAGO
POUT PE LOC
AUTOMOBILE LIABILITY
COMBINED S GLE LIMIT
'
AN AUTO NOT APPLICABLE
(Ee 000ont)
ALL OWNED AUTOS
BODILY INJURY
(Per paw)
SCHEDULED AUTOS
MIRED AUTOS
Y
B B O DILY
NON -OYMED AUTOS
� -- • -
PROPERTY DAMAGE �
(Por accident)
GARAGE LIABILITY
AUTO ONLY -EA ACCIDENT 5
AMY AUTO NOT AP PLICABLE
OTHER T H AN EA ACC
A UTO ONLY. # . GO
EXCESS 1 UMB EL LA UA SILnY
EACH OCCURRENCE
OCCUR CLAIMS MADE NOT APPLICABLE
AGGREGATE
$
DUC TIBLE
S ENMN RET
WORL; NIPENSATION
TORY LIK4IIT$ R
AND EMPLOYER ' LIASILIT1f
ANYPROPR TOROPARTNE A MGT APPLICABLE
A CCIDIE+NT
FFICEPUMEMBER EXCLUDED?
E,L. DISEASE - EA EMPLOYS JE $
(Mandslory In NHS
B s , describe under
E L. DISEASE - POLICY LIMIT $
SPECIAL PRO below
OTHER
A PROFESSIONAL 623637285002
03/17/10 03/17/11 PER CLAIM $ 1,000 8 000
AGGREGA'T'E $2 000 ODD
.IABI ITV
DESCRIPTION OF OP ERATIONS 1 LOCATIONS I VEHICLES 1 EXCLIJSION5 ADDED BY ENDORSEMENT A SPECIAL PROVISIONS
*10 LAYS NOTICE FOR ON- PAYMENT OF PREMIUM.
PROJECTS AS CM FILE WITH THE
INSURED.
CERTIFICATE HOLDER
ANCELLATION
SHOULD ANY OF THE A 13OVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATIO
OA IE THEREO THE ISSUING INSURER WILL MAIL � DAYS WFUTTEN
NOTICE To THE CERTIFICATE HOLDER NAMED TO THE LEFT.
CITY C' ARROYO GRANDE
r
ATTN : TERESA MCCLI SIB
AUTHORIZ ENTATIYE
2 1 4 E BRANCH ST
GRANDE CA 9 3 4 2 0
69-00 CRD ORI�CI�ATIOI'+1. All g#it r@ef'YEi.
ACRD S (0011)
The ACORD name and logo are registered (marks of ACORD
Agenda Item 8.n.
Page 26
EXHIBIT D
CITY'S REQUEST UEST FO PROPOSAL
Page
-
Agenda Item 8.n.
Page 27
Request for Proposal
Development of Historic Context Statement
and a Lim ited Historic Resources Survey
Agenda Item 8.n.
Page 28
Request for Proposal Historic Content Statement and Historic Resources Surrey
1. Introduction
The City of Arroyo Grande is a local government seeking proposals for the development of
a Cit y pride Historic Content Statement., a limited historic resource survey and an outline
for establishing a Mills Act program from qualified consulting firms. The development of a
historic content statement and a limited historic resource survey will be used to develop .
an inventory of historic resources for the City.
This F FP describes consultant qualifications to be evaluated; outlines City expectations in
terms of scope of work and project schedule; explains the review and selection process;
and lists the submittal date for the proposal.
11. consultant Qualifications
Qualified consultants must meet the Secretary of the Interior's professional qualification
standards and demonstrate experience and proficiency in the following:
Historic content research, development, and documentation.
Preparation of historic resource survey research and development according to The
.secretary of the Interior's standards and Guidelines for Archaeology and Historic
Preservation.
Experience with rural cultural landscapes, historic contents, and historic surveys are
desirable.
111. Project Description
The City of Arroyo Grande has a historic resource designation process in place, but lacks a
historic context statement to serve as a basis of systematic evaluation. In an effort to
further protect its cultural resources, the City is interested in developing a citywide
historic context staternent,, and if funds remain, conduct a historic resource survey limited
to the village C ommercial Core and begin work to establish a Mills Act Program. This
project represents the City of Arroyo Grande's first official effort to document Its cultural
resources although a windshield survey was completed by a planning intern in 1991.
The City of is proud of its rich, unique and diverse history. From its early history of
settlements by the Chumash Indians, our connection to early Mexican Land Grants, the
d evelopment of an agricultural economy, civic establishment, and pre and post World
War 11 development. This project will be an important step in developing a
comprehensive historic preservation program and educating the public and property
owners on our history and our historic resources.
Page 2 of
Agenda Item 8.n.
Page 29
Request for Proposal Historic Content Statement and Historic Resources Surrey
IV. Background
The City of Arroyo Grande is located in the Central Coast of California approximatel
halfway between Los Angeles and San Francisco, in the County of San Luis Obispo. The
City is approximately 5.25 square miles in area, and was incorporated in 1911. In the last
five gears, the City Council has approved a historic preservation ordinance and created a
Historical Resources Committee with the purpose of protecting the cultural resources in
the City. The City has p tential historic properties dating from the late 19 Century and
potentially including examples from as late as the 1960's. The City wishes to identify
historic resources In the City based upon Federal and State criteria and also based upon
our unique local history.
V. Scope of Services
A. The project scope includes the following:
1. Consultant shall develop a Historic Context Statement for the City.
2. Consultant shall prepare the historic context according to National Register
Bulletin 16B and any requirements of the California Office of Historic Preservation.
3. Consultant shall wheat with Community Development Department staff and the
Historical Resources Committee on at least three occasions: 1 for .Orientation,
direction and development of research resources; a onetime progress report
related to the Administrative Draft Historic Context Statement; and 3) to present
the final Draft Historic Context Statement to the Historical Resources Committee.
4. The Consultant shall be present and available to answer questions during a public
hearing related to reviewing and adopting the Final Draft Historic Context
Statement by the City Council.
5. The following items shall be submitted for the Historic Context: 3 copies and an
electronic version (Microsoft Word) of both an Administrative Draft Historic
Context S tatement,, Final Draft Historic Context Statement for use at Historical
Resources C ommittee and City Council meetings.
6. As a separate and optional component which depends upon available funding, the
consultant shall evaluate approximately 50 properties for significance according to
the criteria of the National Register of Historic Places, California Register of
Page 3 of 8
Agenda Item 8.n.
Page 30
Request for Proposal Historic Context Statement and Historic Resources Survey
Historical Resources and the City of Arroyo Grande Historic Resource criteria and
adopted historic content statement;
7. Consultant shall record results of all survey work and research, including
photographs and sketch maps, using the California Cultural Resources Database
(cal cR);
8. consultant shall attend three Historical Resources Committee meetings 1 for an
orientation, detailing progress on the survey and ) to present findings of the
survey.
g. The following items shall be submitted for the Historic Resources Survey
(electronic version as the database): A sample set of S properties for review and
then the final survey of the approximately 50 properties.
o. Consultants shall prepare a general outline and best practice information for
establishing a Mills Act Program within the city of Arroyo Grande.
B. The consultant shall work under the supervision of the Planning Division during the
completion of the Historic Context Statement and the Survey.
C. The consultant shall be responsible for the successful completion of all tasks,
documents and products as indicated under the headings of Project Scope, Project
Schedule, and Project Deliverables as required by the City of Arroyo Grande. City staff
shall introduce the consultant to the collection of available background materials
relating to the completion of the Historic context Statement and Survey and will have
access to members of the Historical Resources Committee and will be introduced to
pertinent officers and members of the South County Historical Society and other
knowledgeable persons.
D. Consultant shall execute a professional services agreement with the City of Arroyo
Grande.
E. Consultant's principal project personnel must meet the professional qualification
standards for historian and architectural historian.
F. Consultant shall prepare survey according to National Register Bulletin : Guidelines
for Local Surveys: A Basis for Preservation Planning and Instructions for Recording
Historical Resources and Instructions for Recording Historical Resources (March 1935)
and any requirements of the California office of Historic Preservation.
Paeof
Agenda Item 8.n.
Page 31
Request for Proposal Historic content Statement and Historic Resources Survey
G. Consultant shall prepare all work products according to the Secretary of the Interior's
Standards for Preservation Planning, Identification, Evaluation and Registration tration when
such standards are applicable.
H. The City will take the lead for any public outreach for the project. The Consultant is
expected to participate in any needed outreach, and the schedule should anticipate
the possible need for public outreach.
111. Schedule
The city of Arroyo Grande anticipates that it will take up to six (6) months to complete
Historic Context Statement and up to an additional six months for the Historic
Resources Survey. The City of Arroyo Grande also realizes that there may be
opportunities to overlap the work on the historic context and survey. The City will word
with the chosen consultant to finalize the project schedule.
1111. Submittal Requirements
A. Proposal Format — The proposal and supplemental documentation should not
exceed 15 (fifteen) pages total. Pages should be numbered and a table of contents
must be included. The structure of the proposal shall conform to the outline listed
below. Proposals exceeding the page limit or not following this format may be
deemed non - responsive and eliminated from further consideration in the selection
process.
1. Cover Letter. The cover letter must be signed by a person authorized to
negotiate and execute contracts on behalf of the consultant team and must be
binding for at least 60 days.
2. Introduction. The introduction should convey a clear understanding of the
project requirements and o jectNe .
3. Proposed consultant Team. Identify key personnel who will be assigned to the
project, their responsibilities, and their qualifications. The contract will provide
that any substitution of key personnel is subject to written approval by the City,
and if not approved the contract may be terminated.
4. Scope of Work. The scope of work should outline specific tasks required to
complete the project, describe ho w each task will be accomplished, identify the
Page 5 of 8
Agenda Item 8.n.
Page 32
Request for Proposal Historic content Statement and Historic Resources Survey
team members responsible for each task and describe work products that will be
produced.
5. Technical Approach. A description of the techniques and methodology that the
consultant is prepared to employ.
6. Schedule. Consultant's proposal should include a schedule to complete the
work. If consultant anticipates that additional meetings with city staff or
Historical Resources C ommittee would be necessary, these should be noted and
described in the proposal.
7. Fee Schedule. This section should identify the fee schedule for the project. The
overall fees shall be itemized by each task described in the scope of work. In
addition, for each task the following information shall be listed:
Number of hours for each staff member;
• Hourly billing rates for each staff member;
Estimated costs for materials, mileage and incidental service;
Total fees for labor and indirect costs;
Total subconsultant fees, if any; and
Number of hours estimated per staff person and/or task for each phase
of the project.
8. Fee Schedule Submittal. The fee schedule shall be submitted with the proposal
in a separate sealed envelope. This will allover the city to independently evaluate
the proposals on the qualifications and the ability of the firm to complete the
work and on the cost associated with the performance of the' worl . The fee
schedule shall also include timing of payments to completion of tasks identified
in the Schedule (Number above)
g. References. The names, addresses, and telephone numbers of three former
clients who have contraNct d with the consultant for services similar to those
described in this Request for Proposals. A description of similar projects that
were successfully completed by the consultant shall be included in this section.
Samples of similar work described in this section shall be attached to the f FP.
10. Signature. The proposal must be signed by a person who is authorized to
negotiate and execute contracts on behalf of the consultant.
Page 6 of
Agenda Item 8.n.
Page 33
Request for Proposal Historic Content Statement and Historic Resources Survey
11. Consultant Experience and Qualifications. Provide resumes showing the
experience of key personnel and any other consultant working on this project
preparing reconnaissance and intensive level survey work and oral history
documentation withi'n the last three (3) years that was similar to the work
described In this PFP.
B. Proposal Submission
Eight (8) copies of the proposal should be sent to:
Jim Bergman, Planning Manager
City of Arroyo Grande
214 East Branch Street
Arroyo Grande, CA 93420
Hill, Proposal Evaluation
A. Selection Process and Anticipated Schedule
Proposals Due:
Consultant Interviews:
Selection of Consultant:
Award of Contract:
B. Selection Criteria - Selection of the consultant will be based upon the quality of the
proposal, including comprehensiveness and responsiveness to the requirements of
this Request for Proposal. The City wants to be assured that the selected consultant
has the technological capabilities to perform survey work effectively, efficiently and to
high standards. The City reserves the right to reject all proposals. The proposals will
be evaluated based on the following criteria:
1. Experience. The consultant's experience working on similar documents. Experience
working in Arroyo Grande, San Luis Obispo County or communities with similar
demographics as well as a familiarity with local conditions and issues is preferred.
(10 points)
2 Personnel and Project Management Qualifications. The background, experience
and qualifications of individual team members are a key element for
consideration. The designated project manager(s) should possess experience with
similar projects. (10 points)
Page 7 of
Agenda Item 8.n.
Page 34
Request for Proposal Historic context Statement and Historic Resources Survey
3. Understanding of the Project. The City will be looking for a clear and concise
understanding of the proposed project. (10 points)
4. Product. The City will evaluate the description of the product the consultant
intends deliver to the city and samples provided of similar work. Sufficient detail
should be included for the reviewer to determine if the it) expectations will be
completely addressed. This will clarify further the consultants understanding of
the project and all of the components necessary to produce a legally defensible
document in a timely manner. 10 points)
S. Cost. The City is looping for a quality project that will meet the planning needs of
the community. The cost effectiveness of creating the needed documents will be
carefully considered after establishing the qualifications of the firms. 10 points)
6. Approach and Methodology. The methodology proposed should be consistent
with the Secretary of the Interior's Standards. Proposals will be evaluated on the
approach to completing the program within the specified time contained in your
proposal. 10 points)
C. Award of Contract — The selected firm shall be required to eater Into a written
agreement with the city of Arroyo Grande in a form approved by the City Attorney. A
standard city agreement will be made available upon request.
Page 8 of 8
Agenda Item 8.n.
Page 35
EXHIBIT E
CONSULTANT'S PROPOSAL
Page 17"
Agenda Item 8.n.
Page 36
PROPOSAL FOR HISTORIC CONTEXT STATEMENT
AND
HISTORIC RESOURCES SURVEY
CITY OF ARROYO GRANDE
JUNE 9, 20 1
PRINCIPAL CONTACT.
John Leak, AJA LEED AP
417 S. Hill Strut, Suite 2 11
Los Angeles, Caldorr is 900
213.221.12 p 213.221.1209 f
l sa @ Page -t b u11. o
imagining change in historic environments through design, research, and technology
�x
;;, r�r
Agenda Item 8.n.
Page 37
Agenda Item 8.n.
Page 38
P --- AGE . . . . . . &--TU----.R.N-B.--U--LL.-
imagining change In historic environments through design, research, and technology
June 9, 2010
Jim Bergman, Planning Manager
City of Arroyo Grande
214 East Branch Street
Arroyo Grande, CA 93420
RE: Request for Proposal Development of Historic Context Statement and a Limited Historic
Resources Survey
Dear Mr. Bergman,
Page & Turnbull is pleased to provide our response to your Request for Proposals for the
development of a citywide historic context statement and a limited historic resource survey for the
City of Arroyo Grande. We are very excited to be considered as consultants for your project.
We have extensive expertise and experience in cornpleting historic context statements and historic
resource surveys, and in researching and evaluating cultural landscapes. Between 2006 and 2009,
we surveyed approximately 4,300 resources for the City and County of San Francisco as part of
four area -p[an surveys. we recently submitted draft historic context statements to our clients in
Richnnond and Napa, which addressed ethnic and agricultural context themes. We also recently
completed cultural landscape assessments for Badger Pass Ski Lodge in Yosemite National Park,
R eding Park in Fresno, and Bark erced in San Francisco. ~These projects proved that a cultural
landscape methodology can be utilized for a diverse range of resource types. In addition, we have
completed numerous cultural resource projects in the Los Angeles area, including pilot surveys of
over 10,000 properties recently completed for SurveyLA. This specialized a cpedence has given us
critical insight into how to best provide the service and product that you need.
Our ley staff members proposed for this project meet or exceed the Secretary of the Interior's
Professional Qualiflcations Standards in Architectural History or History. Our commitment to
excellence is evidenced by the fact that more than 75 percent d our work is from repeat clients,
and by the 50 awards we've received in the past decade, including honors in 200 from the
National Tnist for Historic Preservation and the California Preservation Foundation.
We firmly believe that our team can provide you with the most relevant professional qualifications
and the service you need to met all of your project's goals. Thank you for your consideration;
we would be honored to work with you on this project. As requested in the RFP our proposal is
binding for at least 60 days from date of submittal.
Sincerely, Y
Aj * ,
jhn Lsa#, AIA, LEER AP
Principal
21 3.221.1 203
lsak a9pae- turnbull,corn
Richard Sucr
Project Manager
213.221.1205
lucre gpage- turnbull.corn
Agenda Item 8.n.
Page 39
Agenda Item 8.n.
Page 40
Introduction
Page & Turnbull is pleased to submit our response to
the City of Arroyo Crande!s Request for Proposal for
the Development of a Historic Context Statement and
a Limited historic Resources Survey. We understand
that the City of Arroyo Grande is seeking to augment
their existing historic preservation program through the
completion of a citywide historic context statement and
a limited historic resource survey. Currently, the City
has a historic preservation ordinance, a local historic
resource designation process, and a Historic Resource
Cornmi tee. We are extremely excited to assist the
City of Arroyo Grande. The context statement and
accompanying surrey will show the breadth of historic
resources in the City, and also serve as the foundation
for future historic preservation incentives, or even
to establish the City of Arroyo Grande as a Certified
Local Government CL with the State of California.
We understand that our deliverables will include:
Citvwide istori Context Statement — focused
upon the variety and types of resources within
the City of Arroyo Grande, including eligibility
standards and integrity thresholds,
— of selected
properties, in order to appropriately illustrate the
historic context statement; and
ill�ils Act cnultatior — rith Planning Department
staff to begin work towards developing an
incentive program for designated local historic
resources.
In addition to these deliverables, we will work and
meet with City staff, the South County Historical
Society and other interested community members
o n all aspects of this project. We will manage the
Project by providing clear lines of communication
and interaction to facilitate input from all parties.
We understand that the City has a limited budget,
however, we hope to give the City of Arroyo Grande
a road map towards maintaining and building upon
their existing historic preservation program, thereby
providing for a n understanding and respect for the
past.
All of our project team members meet the Secretary
of the Interior's Professional Qualifications Standards
for architectural history and history. Our team includes
expertise in the evaluation of rural cultural landscapes.
Proposed Consultant Team
The key personnel for this project are:
• Principal in Charge John Lesak, AIA, LEER AP
• Project Manager/Senior Architectural Historian
Richard Sucr
• Architectural Historian /Cultural Landscape
Specialist Gretchen Hilyard
O ur lead staff, Richard S=6 and Gretchen Hilyard,
has extensive recent experience in assessing the
historic significance of buildings, structures and
landscapes, conducting field survey work, and in
completing historic context statements. Resumes for
all staff are included. The team for your project was
carefully selected, and can be supported, if required,
by the resources of a firm with over twenty -five staff
members.
As Principal in Charge, ,John Lesak, AIA, LEER AP
will monitor the project to ensure that the goals,
milestones and deliverables are in alignment with the
City's expectations. John has served as Principal in
Charge of our recent work for the SurveylA project,
and currently serves as on the South Pasadena
Historical Commission. ,John will be responsible for. all
aspects of client satisfaction and for consulting with
the City of Arroyo Grande on establishing a Mills Act
Program. As a member and former chair of the South
Pasadena Historical Commission, John has presented
at workshops on the Mills Act and has also worked
to resolve issues with the Mills Act within the City of
South Pasadena.
As Project Manager and Senior Architectural Historian,
Richard Sucr6 will be an active participant in the
survey process, and organize the team's efforts,
including the context statement, research and
survey phases of the project. Rich brings extensive
experience in writing historic context statements,
and has been the lead project manager of our recent
historic resource surveys in San Francisco and Los
Angeles, as well as for the NASA facilities at Moffett
Field and Pasadena's Jet Propulsion Laboratory.
Among his accomplishments, Richard managed
Page & Turnbull's multi -year work on the City of
Sari Francisco's [Market & Octavia and Eastern
Neighborhoods Area Plan Historic Resource Surveys.
Richard also served as the project ,manager for the
SurveyLA Pilot Surreys and for the upcoming work on
Sury yLA Year 1 Group 1. Richard is a board member
for the California Preservation Foundation, and has
presented on topics related to Historic Resource
Surreys, the Secretary of the Interior's Standards, and
Pale a TWrW1 ,ft" 9, 201
Agenda Item 8.n.
Page 41
Scope of Work
the California Environmental Quality Act ESA .
As an Architectural Histodanlcultural Landscape
Specialist, Gretchen Hilyard has been the key author
of Page & Turnbull's cultural landscape reports and
assessments, including the Badger Pass Ski Lodge
Cultural Landscape Report and the Fresno F oeding
Park Historic Resource Assessment. Gretchen will
act as the project's lead writer and surveyor, and will
work with John and Richard on project production.
Gretchen brings a strong knowledge of cultural
landscape resources and methodology garnered from
her past experience with the National Park Service's
Olmsted center for Landscape Preservation, where
she contributed to the National Park Service Cultural
Landscape Inventory Professional Procedures Guide.
Gretchen has particular interest in the history and
documentation of historic designed and vernacular
landscapes, and is passionate about mid- century
modernism, serving as president of the Northern
California Chapter of DOCOMOMO US.
The key staff members selected for your team are part
of Page & Turnbull's Cultural Resources Studio (CIS),
which is composed of eight architectural historians,
preservation planners, cultural resource specialists,
and cultural landscape specialists who conduct work
related to historical documentation and evaluation. The
Cultural Resource Studio is spread among Page
Turnbull's three offices in San Francisco, Los Angeles,
and Sacramento. In order to ensure the highest
quality in meeting the project objectives, the team
assembled for this project has the ability to draw upon
the expertise of other members of the CIS studio, if
needed.
Historic context stogy and m;stMe Resouve spy city of Arroyo Grande
To complete the citywide historic context statement,
limited historic resource survey, and hills Act
consultation, our work will be conducted as follows:
Task 9. Historic Context Statement
F ieldwork: Page & Turnbull will conduct limited
fieldwork to examine the types of properties within the
City of Arroyo Grande.
Staf. Richard S=6 and Gretchen Hilyard
Product. Draft Historic context Statement; Limited
Historic Resource Survey
Pe5p. Page & Turnbull will conduct historic
research at local and/or statewide repositories, which
may include the South County Historical Society,
City of Arroyo Grande, San Luis Obispo County
Library, Los Angeles Public Library, Sari Luis Obispo
County, California Polytechnic University, and other
repositories to be identified during the course of
the project. This research will focus on developing
a citywide historic context statement and gathering
information on the properties in the Downtown core. As
deemed necessary, we may seek oral interviews with
people knowledgeable about city's history, including
members of the South county Historical Society.
Staff. Richard Sucr6 and Gretchen Hilyard
Product Draft Historic context Statement; Limited
Historic Resource Survey
Ad minigrative Drgft Historip n Statemen
After completing the research and conducting a
field reconnaissance of the city, Page & Turnbull will
produce a Citywide Historic context Statement. This
document will record the significant historic themes
associated with historic resources within the city, and
will define the various property types, registration
requirements and integrity criteria. This document
shall serve as the basis for identifying and evaluating
future properties. The registration requirement
will be directly informed by the significant themes
outlined in the historic context statement, while the
integrity criteria will b garnered from observations
made during the citywide field reconnaissance. This
document will also include graphics and maps, as
necessary.
Staff. Richard Sucrd and Gretchen Hilyard
P roduct Draft Historic Context Statement
F cei of Comments . Page Turnbull rrw ill incorporate
and address a compiled set of comments from city
staff and the community on the Administrative Draft
Historic context Statement.
Staf. Richard Sucr6 and Gretchen Hilyard
Pn: du f: Final Historic context Statement
Agenda Item 8.n.
Page 42
Final H�strlc Context Page & Turnbull will incorporate
comments and submit a Final Historic Context
S tatement to City staff.
Staff* John Laser and Richard Sur
Product. Final Historic Context Statement
Task 2. Limited Historic Resource survey
F ieldwork: Page & Turnbull will conduct field work and
digital photography of approximately fifty properties
located in Downtown Arroyo Grande.
Staff. Richard Sucr6 and Gretchen Hilyard
Product. Limited Historic Resource Surrey (Database
and Surrey Report)
Research Using similar resources as the Historic
Context Statement, Page & Turnbull will conduct
historic research on approximately twenty-five
properties, and will assist community members in
conducting research on the remaining twenty -fire
properties.
Staff. Richard Sucrd and Gretchen Hilyard
Product. Limited Historic Resource Surrey (Database
and Surrey Report)
Limited Historic Resource Sun= After completing
the Historic Context Statement, Page & Turnbull will
complete a limited historic resource surrey of the
approximately fifty properties in Downtown Arroyo
Grande, and will evaluate approximately twenty -five
resources. In order to optimize the project budget, we
will work with community members (likely from the
South County Histodcawl Society) to conduct individual
property - specific research, as necessary to evaluate
the properties for listing in the National Register,
California Register, and under the City of Arroyo
Grande Historic Resource Criteria. The results of this
reconnaissance shall be input into the City's existing
Cal CRD system or other similar database, and all
results shall be recorded in a Survey Report.
Staff. Richard Sucr6 and Gretchen Hilyard
Product Database and Survey Report.
Task 3. Mills Act Consultation
Mil ls l i : Page & Turnbull will consult
with City staff on establishing a Mills Act Program.
We will work with City staff to identify the necessary
stakeholders, and assist in laying out a plan and
timeline for implementing a Mills Act program.
Staff: John Lesak
Product Memorandum
Task 4. Project Management & Meetings
Receict of signed ContragWroject letup Page
Turnbull will coordinate with City staff regarding
contracting and invoicing procedures.
Staff John Lesak and Richard Sucr
Product Signed Contract
Kick : The Page & Turnbull Project Team
will meet with City staff to review the overall framework
of the Citywide Historic Context Statement, Limited
Historic Resource Survey, and Mills Act. During this
meeting, we will gather any existing documentation
in the City's possession, discuss procedures and
practices for community outreach, and identify any
interested stakeholders or community groups, such
as the South County Historical Society and the City
of Arroyo Grande Historic Resource Commission.
Existing documentation may include historic context
statements produced as part of individual property
evaluations, environmental compliance reports,
National Register applications, or other relevant
printed material. We understand that a planning staff
intern conducted a limited historic resource survey in
1991.
Staff. John Lesak, Richard Sucr6 and Gretchen
Hilya
Product Meeting Minutes
in : Page & Turnbull will conduct up to three 3
meetings with City staff and the Historic Resources
Committee to review the progress on the project and
present the deliverables. In particular, we agree to
meet in- person or through conference call, if agreed
upon) for the two progress meetings, to present the
findings of the survey, and to present the draft and
final Historic Context Statement.
Staff: John Lesak, Richard Sucrd and Gretchen
Hilyard
Product: Meeting Minutes and Presentation
No te: Page & Turnbull will perform quality assurance
q uality control on all draft docu", nts, and will peer-
review all final d liverabl s prior to submittal. This
quality assurance quality control is c onducted by our
senior staff or princr' pal,
Pale & TuMtKA ,km 9, 2010
Agenda Item 8.n.
Page 43
Technical Approach
With over 37 }rears of experience in Californian and
throughout the vest, Page & Turnbull has solid
experience in completing Historic Context Statements,
performing reconnaissance Historic Re
Surveys, and conducting intensive -level surveys for
individual properties. Since 2006 we have conducted
Historic Resources Surreys of more than 4,500
parcels and written Historic context Statements for
major cities throughout California, including San
Francisco, Los Angeles, Fresno, Monterey, Napa and
Sacramento.
We are well versed in industry standards, and as
general practice, our work products are guided by the
following publications:
■ National Register Bulletin # : Hoy to Ap ply
the National Register Criteria for Evaluation;
■
National onal Register Bulletin #24: Guidelines
for Local Surveys: A Basis for Preservation
Planning;
*� California Office of historic Preservation
Technical Assistance Bulletin #7. How to
Nominate a Resource to the California
Register (includes Instructions for Preparing
Documentation for Nomination);
;
■ California office of Historic Preservation
Technical Assistance Bulletin #8: User's
G uide to the California historical Resource
Status Codes & Historic rl Resources Inventor
D irectory, and
Other nationally- accepted and statewide source
material, handbooks and guides relevant to historic
context statements and historic resource surveys.
However, we know that not all guidance can come
from generalized annuals and bulletins. The most
important guidance we can drawn from is our own
experience. our team has worked closely with the
State of California office of Historic Preservation
HP in recent months to clarify and perfect
developing standards and new approaches to
conducting surveys and writing context statements.
We feel intimately familiar with these standards and
have been successful in our open collaboration with
Moth state entities and our local government clients
to achieve strong and effective deliverables that are
custom- crafted to be useful planning tools.
HisWc context staterrmd and His do Resource Survey ; City of Arroyo Grande
Task 1. Historic Context statement
Page & Turnbull will complete a Historic Context
Statement in order to guide the assessment of
potential historic resources within the City of Arroyo
Grande. The Historic Context statement is a narrative
that identifies geographic areas, property types,
and overarching themes relevant to the history and
development of an area. It provides a base - line tool
for City staff and others to evaluate potential historic
resources. In general, a context statement includes
the history of an area, an examination of its physical
development, and a guide to important property types
found within the study area boundaries, as well as
registration requirements and integrity criteria for
evaluating potential resources.
Page & Turnbull recently completed Historic Context
Statements (see wo rk samples provided, which
have met with approval from the California oHP and
National Park Service (NIPS). These documents will
stand as models for the creation of the City of Arroyo
Grande's citywide Historic Context Statement. We
will approach the history of the city chronologically,
identifying important themes .of physical cultural, and
socio- economic development that have influenced the
built environment. Each chapter will be synthesized
in terms of these themes, and will include a guide to
evaluating the significance and integrity of property
types from each era. The Historic Dontxt Statement
will conclude with a Recommendations - section that
will discuss and p rioritize areas that s be study
further, as wrell as provide recommendations for future
planning options in cases where resources may be
identified as significant.
Understanding that the city of Arroyo Grande includes
rural cultural landscapes, Page & Turnbull will employ
a cultural landscaper methodology to account for the
important landscape resources located within the city.
This methodology includes discussion of 'relevant
landscape characteristics, including the natural
systems and features, spatial organization, land use,
cultural t cluster arran elnt, c irculation,
topography, vegetation, buildings and structure, views
and vistas, constructed water features, and mall -
scale features. The historic context statement will
include discussion of these characteristics as they
relate to the historic context theme and property type.
This cultural landscape methodology will be guided by
several related publications, including:
a - Register Bulletin 18. How to Evaluat
and Nominate Designed Hislorfclandscapes;
Agenda Item 8.n.
Page 44
National Register Bulletin 0. Guidelines for
Evaluating and Documenting Rural Historic
Landscapes; .
National Park Service, A Guide to Cultural
Landscape Reports: Content, Process,
Technique; and
National Pans Service, Cultural Landscapes
Inventory. Professional Procedures Guide
We will conduct historic research, consult with local
community members, and review existing historical
studies and other relevant information in order to
complete the historic context statement. Discussions
with community members, , local interest gaups,
and City staff will be crucial to organizing the initial
framework of the context statement, and in seeking
out relevant research repositories and sources of
information.
To complete the Historic Context Statement, our team
will focus on research at local repositories, which may
include: South County Historical Society, city of Arroyo
Grande, San Luis Obispo county Library, Los Angeles
Public Library, San Luis Obispo County, California
Polytechnic University, and other repositories to be
identifies[ during the course of the project. We may
conduct research in regional repositories including:
California Historical Society; Society of California
Pioneers; California State Library, Online Archive
of California, and other repositories as deemed
necessary. The narrative of our context statement will
identify and synthesize the historic themes associated
with the development of the city of Arroyo Grande,
relating them.to the variety of property types and uses
identified during the survey. Methods for identifying
important themes and assessing the significance and
integrity of associated property types will be provided
in order to create an effective tool that will be useful in
further documentation efforts and planning decisions.
As related to cultural landscapes, records on cultural
landscapes are often difficult to find and gather.
Although, lack of official locum nt bon presents
somewhat of a challenge, it also offers the opportunity
to explore research methodologies that engage
community participation, including oral histories and
outreach at public meetings. In the case of the City of
Arroyo Grande, we will build upon existing research
by local historical societies, and will also review all
previous historic resource survey work conducted
on the area in order to determine if any of the built
resources surveyed are associated with larger cultural
landscapes.
The Historic Context Statement will include a clear
statement of the significant property types, and
how they relate to focal, state, and national historic
registers. Each property type will feature an outline
of their significance and thresholds for evaluating
integrity. This information is essential in order to
provide a guiding document for future evaluations.
The Historic Context Statement will conclude a
companion map and brief statement showing Priority
Areas to recommend next steps for Historic Resource
S urvey efforts, and help City Staff focus survey efforts.
This map and statement will focus on areas and/or
potentially significant historic sites not included on the
existing lists.
General information about archaeological themes
such as cultural groups, settlement patterns and
pre - history will be included in the historic context
statement. However, in order to maximize the project
budget, archaeological resources will generally not be
addressed as part of the Historic context Statement.
Where re information is uncovered during the research
phase about known and potential archaeological
sites, this information will be forwarded on to the city
to inform a future comprehensive study of the City's
archaeological resources.
Task 2. Limited Historic Resource Survey
Page & Turnbull will conduct a limited historic resource
survey of approximately fifty resources located within
Downtown n Arroyo Grande. This historic 'resource
survey will document these resources according
to state and federal standards, and will result in an
electronic survey database and survey report. Our
work to complete the historic resource survey will be
conducted as follows:
■ Field Work: We will conduct fieldwork,
includin digital photography of approximately
fifty properties, preliminary mapping and field
notes as needed.
■ Survey Database: We propose creating a
surrey database (using Micro oftAcc ss
and/or G1 S data acquired from the city) that
would be the collecting point for all survey
information. This database would be a
versatile tool capable of generating surrey
Page & Tumta June 9, 2010
Agenda Item 8.n.
Page 45
spreadsheets, GIS maps, and—if needed
DPR 523 A forms. It is also advantageous
in that the database is compatible with
the State's California Historic Resource
Information Database CHI ID system, should
the City of Arroyo Grande wish to pursue
statewide integration of its records in the
future.
The database would be the electronic
equivalent of DPR 523 A forms, which are the
forms used by the Mate of California office
of Historic Preservation HP for recording
historic properties. The database would
contain a record for each surveyed property
that would include property identification
information and Assessor's data, as well as
notations of character- defining features such
as architectural -style, building materials, etc. —
essentially all the information traditionally
included on a DPP 523 A form. The digital
photos taken during survey would be
packaged within the database in correlation to
the appropriate property record.
In Page & Turnbull's experience, the
production of individual DPR 523 A forms is
both time- intensive and costly. We propose
this database solution as a faster and more
effective method of collecting and cataloguing
such information, ultimately making more
funds available to other parts of this
undertaking. This new approach to surrey
methodology has been successfully applied to
our recent Heritage Napa Survey.
Research & Evaluation: Understanding the
budgetary constraints, Page & Turnbull will
conduct limited historic research and will
conduct an evaluation of up to twenty -fire
potential historic properties. We will work with
communi ty members to conduct individual
properly - specific historic research, and will
prepare a short form list of properties for
evaluation. The evaluation of these properties
will rely upon the Historic Context Statement
and other information gathered during the
research phase and by the community. Our
evaluations will establish the template for all
future evaluations of properties within the
Downtown Core, and across the City of Arroyo
Grande.
Hiskmic Context Statemerd and Historic Resource Survey City of Amp Grande
Upon completion of the Historic Context Statement
and Historic Resources Surrey, a Survey report will
be compiled that synthesizes the survey findings.
Although the writing of the Historic Context Statement
will occur before the Historic Resources Survey
takes place, the two are interconnected efforts and
should continually inform one another. The Historic
Context Statement will, of course, guide the evaluation
of individual properties, while property - specific
research discovered during the survey process may
uncover information important to the Historic Context
Statement.
The Surrey report will represent a culmination of
documentation efforts, and will build upon the Historic
Context Statement. The Survey Report will include
a project summary, a description of methodology,
statistics based on survey findings, and any maps,
spreadsheets or other compiled data generated
by the survey. Specifically, the Surrey Report will:
Summarize surrey efforts, including objectives, area
surveyed, research design, methodology, results and
recommendations, and maps. This report is intended
to be a standalone document, but could be appended
to the Historic Context .Statement, if necessary.
Task 3. Mills Act Consultation
To assist the city in developing future financial
incentives for historic properties, Page & Turnbull will
consult with City staff and other community member
on developing a Mills Act Program. This consultation
is meant as a first step towards establishing a Mills
Act Program, and will review best practices across the
State of California, and will lay out steps necessary for
implementing and establishing this type of incentive.
Task 4. Project Management Meetings
Communication is central to the success of any
project, but even rre so for public projects that
are of critical interest to the community. For this
project, it will be essential to have clear and direct
communication with City staff and the various
community stakeholders, including the South County
Historical Society. Page & Turnbull is fully committed
to attending meetings with City staff, the Historic
Resources Committee, area residents, and property
owners. We anticipate regular meetings with staff,
which may occur over the course of the project. These
Agenda Item 8.n.
Page 46
meetings may be held either in person or, if agreed
upon, through teleconferencing. We are also pleased
to represent the findings of the context statement and
survey to the Historic resources Committee.
With regard to informing and involving the community,
we believe that public participation is crucial to the
success of the Historic Context Statement, and will
provide valuable direction in the development of
a research plan for the project. We will assist staff
to the greatest extent possible in conducting the
community outreach and public participation. We
anticipate preparing a short presentation for each of
these meetings and gathering information, which may
include scanning historic photographs, photocopying
relevant documents, and interviewing area residents.
To show our commitment to community and the city's
efforts, John Leak and Richard Sucr6 would be more
than happy to offer one free workshop on a historic
preservation topic to the surrounding community.
John and Rich are active participants in the California
Preservation Foundation's education workshop
series, and have presented on a variety of topics from
su tainability to wood window restoration to historic
resource surveys. We hope that this workshop will
instill excitement in the community regarding historic
preservation. Based upon our initial site visit to Arroyo
Grande, it is evident that the City already has a deep_
seeded preservation ethos. Ultimately, we hope that
these efforts lead the city of Arroyo Grande towards
seeking Certified Local Government status, which
will ultimately open up funding for future historic
preservation projects.
Fee schedule
The fee schedule has been submitted with the
proposal in a separate sealed envelope.
References
Page & Turnbull has provided three client references
and information about the associated project.
Additional information on these projects is provided
below.
Reference #
Gina Elercion, Management Analyst
Public Works and Community Development
Department
250 East L Street
Benicia, CA 94510
707-746-4278
geleccion@ci.benicia.ca.us
Relevant Project: city of Benicia Histodc context
Statement
Reference #2
Janet Hansen, Deputy Manager
Office of Historic resources, City of Los Angeles
2001'. Spring Street, Rm. 820
Los Angeles, CA 90012
213-978-1191
ja net. hansen a@lacity.org
Relevant Project: SurveyLA Pilot Surveys
Reference
Marlene Dernery, Interim Planning Manager
City of Napa Community Development Department
1600 First Street I P.O. Boy 880
Napa, CA 94559 -0880
707 - 287 -9347
and mery a @cityofnapa.org
Relevant Project: Heritage Napa City-Wide Survey and
Context Statement; Soscol Gateway /Fast Napa, West
Napa, and Spencer's Addition surveys and context
statements
Page & Tu iNA ; AM 9. MO
Agenda Item 8.n.
Page 47
I
�.l.i
CL
i)
i�
M
M � ■
W 0
_
Description
UMMMMMMMMUMMMUUMMMMOMommm
'- O
Administrative Draft Historic Context Statement
Graphics
Incorporation of Comments
Submittal of Final Histaric'Cont-ext Statement
.............
Limited Historic Resource Surve
....
Dj raph Work [ Max. 50 Resources]
Review o f Existin K,
MEN
Research
Evaluation (Nafl Re Calit. Re Local) [ Max. 25 Resources]
MENEM
Him E
Mills Act Consukation
mom
Pro Niana ( invoicin g
° iii
initial Kick-Off Meetin
iNEii
°i iii
■ii�i�
PfOgFeSSMeeting
Historic Resources Gorni-nittee Meeting/Presentation
Signature
This proposal has been authorized by John D. Lesak
AIA LEER AP, who is a principal and authorized
signatory with Page & Turnbull..
Iris Samples
We have provided one copy of the following work
samples to illustrate the scopes presented in the I FP:
■ Heritage Napa City -lade Historic Content
- Statement} including Survey Report with I PF
523 forms and Prioritization Memorandum with
IS survey maps
Consultant Experience and qualifications
JOHN LE AI , AIA, L.EED AP
Principal in Charg
Xith an interdisciplinary
education in architecture,
engineering, and materials
science, John I.sk adheres
to the philosophy that the
path to sustainability is found
through the Preservation,
rehabilitation, repair, reuse, and
maintenance of the existing
built environment. He has
worked on number of award -
winning preservation projects throughout the country.
Specializing in the evaluation and restoration of historic
building envelopes, he provides professional services
including field investigations, technical studies, as -built
drawings, historic structures reports, construction
documents, construction observation, and project
management and adnm'stt tion. He meets the Secretary
of the Interior's tan ar sfor His on'c rr i au e.
ED CATI N
University of Illinois, Urbana-Champaign, Master of
Architecture (Structures Option), 1993
University of Illinois, Urbana- Champaign, Bachelor of
Science, Architecture, 1990
PROFESSIONAL EXPERIENCE
• Hebb Schools, Claremont, CA. Co eland Donahue Black
Banc Theater 4rfudd A udstoHu , and a ieries of dormitolies
• Royal Pre idio Chapel,, Monterey, CA. Conservation
and materials con-rultation (California Preservation
Foundation Award)
• Steele Laboratory + South Houses, California Institute
of Technology, Pasadena. Materials conservation consultant
a Ambassador Hotel & Cocoanut Grove, Los Angeles.
H istoric Struc ur s Re pod
REGISTRATION
California: C26607
AFFILIATIONS
President, Association for Preservation Technology,
Test Coast chapter
C nva- Lissioner, City of South Pasadena Cultural Heritage
Comrrds ion
Page & TurrkWl 9, 2010
Agenda Item 8.n.
Page 49
1
RICHARD SUCRE
Project Manager Senior Architectural Historian
Richard Sucre is a member of
the Cultural Resources Studio.
Rica has served as project
manager for several large -
scale historic resource surveys,
including the Market & Octavia
Area Plan Historic Resource
Survey, and the Mission and
SOMA Area Plan Historic
Resource Surveys. He has also
taken an active role in marketing
and business development. Additional projects include
determinations of eligibility, Historic Structure Reports,
Section 10 Evaluations, National Register Nominations,
and EIR Consultations.
Passionate about professional development, education,
and community activities, Rich currently serves as the
Programs Committee Co -Chair for the 2008 and 2009
California Preservation Foundation CPF conference,
was a► member of the 2007 CPF Programs Committee, is
a docent at the Haas - Lilienthal Mouse for San Francisco
Heritage and has completed training sessions on historic
preservation for the City of Vallejo Architectural
Heritage and Landmarks Commission and for the
South Carolina Mayors' Institute. He is also a founding
member of the San Francisco Young Preservationist
Network. Rich meets the Secretary of the Interior's
Stan dar sfor A rchite ctural Histo g.
EDUCATION
University of Virginia, Masters of Architectural History
& Certificate in Historic Preservation, 2003
University of N ichigan, Taubman College of
Architecture & Urban Planning, BS Arch., BA Art
History, 2000
AFFILIATIONS
California Preservation Foundation, 2007 2045, & 2409
Co-Chair Conference Prug ranuuin g Committee
US IC M S, 2007 Conference Progmnuning Corruruttee
Northern California Chapter of Society of Architectural
Historian, Preservation Officer
Historic "xt SUftment and Historic Resource survey i City of Arroyo Grande
Gf ETCHEIll A. Hl L Af D
Architectural Hist Han C ultural Landscape Specialist
As Page & Turnbull's Cultural
Landscape Specialist and
Architectural Historian,
Grctin Hilyard is an expert
at assessing historic resources
from a holistic perspective. She
prepares documentation and
provides preservation planning
services for a wide variety of
resource types, including built
and landscape resources. As
Project Manager, Gretchen recently facilitated the input
of large client tears for cultural landscape assessments
of Fresno's Roeding Park and Yosemite's Fader Pass.
For all projects, she applies her experdsc in cultural
landscapes to assess historic resources within related
historic contexts.
Gretchen relies on her strengths in a variety of areas,
including Historic Structure Reports, National Register
of Historic Places documentation, Cultural Landscape
Reports, Cultural Landscape Inventories; GIS mapping,
and Access database maintenance and a4nalysis. She
coordinates all of the GIS mapping and database
services for the firm's historic resources surveys.
Gretchen meets the Secretary of the Interior's rof ssional
Quafifica tio n Stand rdr for A rcbitectural H isto rian.
EDUCATION
University of Pennsylvania, MS Historic Preservation, 2006
University of Tiinia, School of Architecture, BSA. in
Architectural History, minor in Architecture, 2004
PROFESSIONAL EXPERIENCE
Badger Pass, Yosemite National Parr, CAA - Cultuural
Landscape Specialist and Architectural Historian.
Roedng Park and Chaffee Zoo, Fresno, CA — Project
Manager for Historic Resource Assessment.
o SurveyL, Los Angeles, CA - Historic Resource Pilot
Survey.
a Dune Shacks of the Peaked Hill Bars, Cape Cod
National Seashore, Carpe Cod, MA — Cultural Landscape
Specialist for Historic District Cultural Landscape
Report
Agenda Item 8.n.
Page 50
Il
PAGE &TURNBULL
FIRM PROFILE
} s
12
�+
PAGE & TURN BULL is interested in the intersection between the built surroundings we have inherited and the way we live
now. Our mission is to imagine change within historic environments through design, research, and technology.
PAGE' R IIuLL was established in 1973 as Charles Hall P age & Associates to p rovide arc hitectural and conservation services
for historic buildings, resources and civic areas. We were one of the first architecture firms to California to dedicate our
practice to hi storic preservation and we are among the longest - practicing such firms in the country. Our offices are located in
San Francisco, Sacramento and Las Angeles.
Our staff includes licensed architects, designers and historians, conservators and planners. We approach projects with
imagination and flexibility and are comrruitted to the conservation o significant resources — these resources can b e
mace to function for p resent and future needs. Our services are oriented to our clients' time and budget. All our professional
staff meet or exceed the Secretary of the Interiors Historic Preservalion Pmfessional.Quakftcafion ,S` andar&.
ARCHITECTURAL SERNA ES em phasize the reuse of existing buildings and the thoughtful application of new design.
Solutions for new construction respect existing architectural values and the context of neighboring structures. When an alyzing
buildings we are skilled in the assessment an treatment of the most significant architectural an historical spaces and
elements. We welcome the challenge of solving problems of repair, seismic strengthening, and integ new systems.
PAGE & TU INBULL ensures that projects com with the Secretary of the Interior's Stand for Rehabilitation for local, state
and federal agency review.
PLANNING RESEARCH represent about 25 percent of our firm's work. We com Historic Structure Reports, National
Register norriinations, Section 106 documentation, Historic American Building Surveys, Historic Building Preservation and
Maintenance Plans and a variety of surveys, studies and planning reports. Many of these are for repeat dents such as the
National Fink Service, California Department of Parks & Recreation and the University of Califomia.
BUILDING TECHNOLCGY constitutes about 15 percent of our wor The wor of this studio ranges from condition surveys to
materials analysis, sequential dating, and adding to the historical record by uncovering the buried work of early craft persons.
USTA NABIUTY No ideas today are more compelling than hose surrounding the principles of sustainability. We believe that
re-using eidsting build buildmp is a► cornier stone of ustm abilit , one that spurs ongoing innovation. Beyond incorporating advanced
buildin g systems whip p rotecting hi tork'Tabric, we seep new technologies, materials and methods to retain the "energy in
place" that every standing building represents and to rninirxmize each project's overall footprint.
O UR COMMITMENT TO EXCELLENCE CE has b een acknowledged by p ro fessional organizations and in publications, but most
im P ortaridy, by the fact that most of our work is from repeat clients and referrals, The N ational Trust for Historic
Preservation, the American Institute of Architects, the U.S. Government, California Preservation Foundation and others
have honored us with more than 50 awards.
Page & Turrt"I June 9, 2010
Agenda Item 8.n.
Page 51
l
HERITAGE NAPA SURVEY
CONTEXT STATEMENT
Napa, Calif mia
historic resources survey and historic context statement.
Currently, we are- completing the second phase, involving
a focused survey and context statcment of the Soscol
Gateway East Napa neighborhood, which is funded
by a grant from the California Office of Historic
Preservation HP.
Survey methodology includes a city -wide
reconnaissance -level survey of neighborhoods and
age- eligible properties throughout the city, as well as
intensive -level documentation of. specific properties
in the Soscol Gateway /East Napa area, which
entails completion of DPR 523A & B forms and a
District Record. In addition to this survey work and
accompanying context statements, Page & Turnbull
is undertaking boundary mapping and sub -area
prioridzation using GIS applications, an information
management ent plan that Includes regular web -based
progress reports, a restructuring of Napa"s Napa" existing
Historic Resources Inventory rating system for
compatibility with Mate systems, and the creation of
a survey field guide. Many of these items are being
developed with input from OHP and will become tools
that the City of Napa carp utilize in. future preservation
Planning efforts.
1 1is C ConW l+Qftnwd and HisWft Rnwme Surve a City of Arroyo o rands
MARKET & OCTAVIA
HISTORIC RESOURCE SURVEY
Page & Turnbull provided architectural historian and
project management services to the City and County
of Sari Francisco Planning Department for the Market
Octavla Neighborhood flan Historic Resource
Survey. The survey was conducted in conjunction with
the ongoing Market & Oct2via Neighborhood Plan
process, and will be used to inform decision makers and
stakeholders about important historic resources that may
be impacted or enhanced by Plan proposals.
The Market & Octavia HRS area encompasses
approximately 450 acres and 2,300 individual properties
in eight neighborhoods. The Market & Octavia SIRS
documented the estimated 1,500 properties in the plan
area greater than 45 years old, generated a historic
context statement for the survey area, evaluated
properties as part of potentially significant local historic
districts, and provided additional documentation for
historically or architecturally significant properties.
To manage the large number of properties included
in the survey, Page & Turnbull used a custom GIS
application to collect property generate survey
forms, anti create project mapping for the plan area.
The Market & Octavia Neighborhood Plan HRS
incorporated a substantial program of public outreach.
Area residents contributed to the survey process by
conducting project research for individual buildings,
Agenda Item 8.n.
Page 52
San Francisco} CA
Wage & Turnbull is currently working on Heritage
Napa, a two -phase project sponsored by the City
of Napa Planning and Commuru Redevelopment
departments. The first phase consisted of a city -wide
1
RADGER PASS SKI LODGE REHABILITATION
N
Yosemite National Pry , Califomia
Page & Turnbull is serving as architect and historic
preservation consultant for the rehabilitation of the
Badger Pass Ski Lodge 1935) in Yosernite National
Park. Badger Pass was the first downhill ski lodge in
California and is the only remaining -ski lodge operated
within a National Park.
Our work is being conducted in several phases; the
first of which is the completion of a Historic Structure
Report (HSR) and Cultural Landscape Report LR
so that we may better understand the building and site.
As part of the HSR and CLR, intensive -level survey
was completed of the site, including all badings and
landscape features associated with the 282 -acre project
site. The HSR and CLR were completed according
to National Park Service guidelines and have been
submitted to the California Mate Office of Historic
Preservation for approval as a determination of
eligibility for the site.
The reports will then be u &ed to inform building -
specific issues associated with the overall design of the
rehabilitation as well as site - related concerns associated
with the historic landscape of Badger Pass. Concurrent
with this, we will be developing design alternatives
for the repair of the roof and deck - an ir=ediate
safety concern. Out work will continue as e complete
rehabilitation design and drawings (Pre - design through
Construction Documents) for the Lodge.
ROEDING PAR CHAFFEE FRESNO ZOO
Fresno, California
Page & Turnbull is serving as historic preservation
consultant for a documentation and planning project
at Roeding Parr in Fresno, California. Roeding Park is
one of Fresno's earliest parrs, established in 1903, and
is an important historic resource of the San Joaquin
Valley. The parr is significant for its association with
the development of recreational parks in the State of
California, an intact cultural landscape beloved by the
Fresno community.
Phase one of the project involved the inventory and
analysis of over 30 historic resources within the 159-
acre park, which includes the Fresno Chaffee Zoo,
Rotary Storyland and Pla land. The parr was recorded
as a potential historic district on California Office of
Historic Preservation DPR 523 A and D forms and a
site features plan was created to show the locations of
contributing and non - contributing features.
Phase two of the project includes evaluation of the
proposed master plans for CEQA compliance. The
evaluation was triggered by the proposed -acre
expansion of the Fresno Chaffee Zoo. We provided
an impacts analysis, developed historic preservation
alternatives, and drafted mitigation rneasures as part of
our involvement in phase two of the project.
Pape & TumAuU Jurm D, 2DI0
Agenda Item 8.n.
Page 53
14
CITYWIDE HISTORIC CONTEXT STATEMENT
T
Benicia, California
The City of Benicia is often cited as one of northern
California's most popular heritage tourism destinations.
lean ing an expansive waterfront, the historic Benicia
Capitol, and an array of Victorian homes and businesses,
the city has been actively focused on preservation
issues since the late 1 Os. The city reco a
need to ermine more of its 20th century resources,
particularly residential areas associated with the influx of
workers during World War II. Thus, the city contracted
with Page & Turnbull to develop a historic context
statement, which ties the physical development of
Benicia to overarching historical forces —economic,
social, architectural and political—such that the historic
significance of various property types can be more
readily understood. The context statement also describes
the necessary thresholds for designating properties as
historic resources, including which character - defining
features are most important.
To develop the historic context statement, Page &
Turnbull combined extensive library and archive research
with walking surveys of the ity's neighborhoods. This
included digital photography of hundreds of buildings,
both to document the breadth of architectural styles,
as well as provide a baselirnc for comparing the historic
integrity of various property types. With the addition of
this historic context statement, Benicia is well positioned
to move forward into the 21st century with clear
guidelines for identifying, maintaining and promoting its
significant historic resources.
Historic Corr xt SuMwent and Historic Resource Survey ! City of Arroyo Grande
SURVEY LA PILOT SURVEYS
Los Angeles, Califomiat
Page & Turnbull, teamed with Galvin Preservation
Associates and Historic Resources Group, is in the
process of completing pilot surveys for the San
Fernando Valley, Pico Boulevard, and Vermont Avenue
neighborhoods of Los Angeles. The SurveyLA project,
co- sponsored by the City of Los Angeles and the Getty
Conservation Institute, is one of the largest and most
ambitious historic resources surveys ever undertaken in
the nation.
SurveyLA optimizes the capabilities of GIS technology
and uses the National Parr Service Muld le Property
Documentation methodologies to record the entire
City of Los Angeles according to identified historic
context themes. As part of the pilot surveys, Page &
Turnbull surveyed approximately 10,000 parcels in the
areas around Reseda and Encino, and approximately
00 along the Vermont Avenue corridor. We tested and
provided input for improving the survey tools developed
for the pilot surveys. Our work has informed further
development of the SurveyLA context statement, survey
technology, tools, and methodologies to mobilize teams
of architectural historians and volunteers who will
eventually record more than 800,000 parcels within the
urveyLA project area.
Agenda Item 8.n.
Page 54
www.page-tumbuR.com
ARCHITECTURE 724 Pine Street 2401 C Street, Suite B 417 S. Hill Street, Sul #e 211
RESEARCH & PLANNING Sari Francisco, California 94108 Sacramento, Califomia 45816 Los Angeles, Carifornio 90013
MATERIALS CONSERVATION 415.362.5154 1415.362.5560 fax 916.930.9903 / 916. 30. 904 fax 213221.1200 / 213.221.1209 fax
Agenda Item 8.n.
Page 55
THIS PAGE INTENTIONALLY LEFT BLANK
Agenda Item 8.n.
Page 56
0
0
Fri
JC .xY 10, 1911/
TO.
CITY COUNCIL
MEMORANDUM
FROM: DODO PER IN, DIRECTOR OF RECREATION MAINTENANCE
SERVICES
BY: SHANE TAYLOR, LOF , M INTENANCE SERVICES SUPERVISOR
UTILITIES
SUBJECT: CONSIDERATION TO APPROVE E AN AMENDMENT TO THE
CONTRACT WITH WATER BOYS S PLUMBING, INC. TO CONTINUE THE
PLUMBING RETROFIT PROGRAM
AM
DATE: AUGUST 10, 2010
RECOMMENDATION:
ENDATION:
It is recommended the City Council: 1 Approve an amendment to the contract with
vaterboys Plumbing, Inc. to continue the Plumbing Retrofit Program; and 2 Authorize
the Mayor to execute the amendment.
FINANCIAL IMPACT:
There is $148,000 budgeted in fiscal year 2010/11 for the continuation of the Plumbing
Retrofit Program.
BACKGROUND:
The City adopted the Water Conservation Program on May 13,, 2003. Phase I of the
program was to retrofit existing residential plumbing with low flog fixtures, which began
in April of 2004. Over the last sic years, a total of 1,596 single family homes, 515
apartment units, b mobile homes, 155 motel units, and 4 church facilities have been
retrofitted. A total of 3,629 toilets, 3,611 faucet aerators, 1 ,708 showerheads, and 320
pressure regulators were installed. The total cost to date for Phase I is $947,123.78.
In 2005 the City adopted the Mandatory Retrofit fit Program Upon Charge of O wnership
of Real Pro perty. A total of 475 properties have been issued Neater Conservation
Certificates indicating that these residences comply with the ordinance. An estimated
70-acre feet of water per year has been conserved due to the retrofit program.
Agenda Item 8.o.
Page 1
CITY COUNCIL
AMENDMENT TO CONTRACT FOR WATERBOYS PLUMBING, INC.
AUGUST 10, 2010
PAGE 2
The original one-year contract was awarded to Waterboys Plug bing, Inc. on August 14,
2007. The contract allows for two one -year extensions. The second contract e
expires on August 11, 2010. It is recommended that the program be continued to
complete retrofit of properties currently scheduled under the existing contract. In order
to allow the contract to be compl eted, an additional sic month extension is requ ired.
During the length of their contract, vaterboys Plumbing Inc. has performed to a
satisfactory level and the City received many favorable comments regarding the quality
of the workmanship and product.
ALTERNATIVES:
ES:
The following alternatives are provided for the Council's consideration:
1. Approve staff s recommendation for an amendment to the contract;
2. Do not approve staff's recommendation for an amendment to the contract;
3. Provide direction to staff.
ANALYSIS of ISSUES
1. Public Participation: During the first sic years of the retrofit program public
participation has been less than estimated. During this last contract period, only
48 of the contract amount was expended. Numerous attempts to encourage
retrofitting have been completed by staff. These include direct mailings of retrofit
forms to each qualified owner and door to door solicitation to qualified property
owners not participating to explain the program in more detail. staff attended
meetings with the Board of Realtors to explain and promote the program,
especially to selling agents encouraging compliance with the Mandatory Retrofit
Ordinance. Even with this effort, only 2% of the qualified properties have been
retrofitted. In an effort to stimulate participation in the program, the contractor
was given permission to solicit retrofit requests on their own. As a result of this
effort, an estimated 100 properties will be scheduled for retrofitting. The current
contract has $76,896.81 remaining. This is more than enough to complete the
additional scheduled retrofits in the estimated sic month period.
2. The eater Conservation Program stated that Phase 11 would begirt three gears
after the implementation of the Plumbing Retrofit Program. Phase 11 is to assist
the top water users in the City on improving irrigation system efficiency and
landscaping rebates. Phase II programs are underway with the washing
Machine Rebates,, Cash for Grass, Irrigation Controllers, Moisture sensors and
Landscape Audits. These programs are proving to be effective. The per capita
consumption in FY 2009/10 was 170 gallons per day per person compared to Fly
2007/08 when the per capita consumption was 193 gallons per day per person.
Agenda Item 8.o.
Page 2
CITY COUNCIL
AMENDMENT To CONTRACT FOR II ATEI BO S PLUMBING, INC.
AUGUST 10, 2010
PACE 3
ADVANTAGES:
The advantages to amending the contract for an additional six-month period will allover
for the c ompletion of the additional scheduled properties and expenditure of the.
budgeted funds. Every single family residential property retrofitted conserves
approximately 10,000 gallons of water per year. Any qualified property o wner may still
take advantage of the program and receive free retrofitting to comply with the
Mandatory retrofit Upon Change of Ownership Ordinance. The extension will enable
the City to make a progress on implementation of the program while staff rebids the
program for the following years.
DISADVANTAGES:
Authorizing the amendment would deplete funds available for Phase II of the Water
Conservation Program.
ENVIRONMENTAL REVIEW:
No environmental review is required for this item.
PUBLIC NOTIFICATION AND COMMENTS:
The Agenda was posted in front o f City lull on Thursday, August 5, 2010. The Agenda
and staff report were posted on the City's website on Friday, August 6 , 2010. No public
comments were received.
Attachments:
1. Proposed Amendment
2. Letter from Thomas Potter W ate rboys Plumbing, In c. dated 7/26/10
Agenda Item 8.o.
Page 3
ATTACHMENT I
FIRST AMENDMENT To THE CONTRACT
FOR THE PLUMBING RETROFIT PROGRAM
This FIRST AMENDMENT To THE CONTRACT FOR THE PLUMBING
RETROFIT PROGRAM (hereinafter referred to as the "First Amendment" ) is made and
entered into this , of August 2010, by and between the CITY OF ARROYO
GRANDE ("City"), a municipal corporation, and 1 ATERBO S PLUMBING, INC.,
(hereinafter referred to as "Contractors'.
WHEREAS, the parties entered into a Contract "Contract" dated August 11, 2007; and
WHEREAS, the Contractor has utilized the tiro, one -year extensions allowed for in the
current contract; and
WHEREAS, the current contract expires on August 11, 2010, and the Contractor has
solicited retrofits in order to stimulate participation in the Plumbing Retrofit Program, but
requires additional time to complete those retrofits; and
WHEREAS, the City desires to continue the program uninterrupted while rebidding for the
net contract; and
WHEREAS, the current contract has $76,896.81 remaining, more than sufficient to cover
the requested sic -month period to complete the scheduled retrofits.
NOW THEREFORE, for good and valuable consideration, the parties agrees as follows:
1. The term of the Agreement is extended for ar period of sic months and shall
expire on February 11, 2011.
2. All other terms and conditions of the Agreement shall remain in full force and
effect.
Agenda Item 8.o.
Page 5
IN WITNESS WHEREOF, EOF, the parties have executed this First Amendment on the day and
year first set forth above.
CITY
CONTRACTOR
Tony Ferrara, Mayor
ATTEST:
Kelly Wetmore, City Clerk
APPROVED AS TO FORM:
David H. Hirsch, Asst. City Attorney
Title:
Agenda Item 8.o.
Page 6
ATTACHMENT
WATEE BOYS PLUMBING, INC.
416 BDLOE LAZE
ARROYO GRANDE, CA 93420
TEL. 805 481 9583 FAX: 805 474 6891
July 26, 2010
To. City Manager
r
Cit of Arroyo Grande
From: Thomas Potter
waterboys Plumbing
Re: Arroyo Grande Toilet Retro Fit Program
Dear Steve Adams:
We have been under contract with your for the Arroyo Grande Toilet Retro Fit Program
and the end date of August 8 d ' is approaching, we first started the program with mobile
home change and we had some sucmsful results. We then got the job with the church
and the hotels and motels. These jobs were short, but also very successful. However,
most the time it's been about six or so per week via fax. About two months ago, Shane
gave us the -o ahead to go out and find our oven appointments, and as you can see we are
getting our best results of the program so far. At this rate we are hoping to get a small
extension of about three to six months_ In this time we think we can get a large part of the
Retro Fit Program Completed. We have pint a lot of energy into the last two months at no
cost of work to the city and we are more than happy with this arrangement. With the
work we have pending we can possibly get to a very good percentage. On our San Luis
Obispo program, we called time on the project when we reached 3 %. At that point,
finding locations became too time consuming_ At our current rate of progress, we may get
to a similar percentage with this program. If your have any questions please call me on my
cell phone (805) 471 -4083 or at our office (805) 481 -9583. I hope to hear from you soon.
Sincerely,
Thomas Potter
vATERBOS PLUMBING
Agenda Item 8.o.
Page 4
R
;:� Pkit INCORPORATE
.DULY 10, 1 , MEMORANDUM
TO CITY COUNC
FROM. STEVEN ADAMS CITY MANAGER
SUBJECT: CONSIDERATION OF TEMPORARY MODIFICATIONS T
AFFORDABLE HOUSING AGREEMENT PROVISIONS
DATE: AUGUST 10 2010
RECOMME
It is recommended the City Council adopt a Resolution modifying the terms and
conditions under which the City Manager is authorized to amend e affordable
housing agreements on a temporary basis.
FINANCIAL IMPACT:
Since the City ould not receive any funding from affordable housing units if the
t
maximum sales price exceeds the market rate value, there will not be a financial impact
to the City from the recommendation -
BAC KGROU N D :
The City currently has 52 total owner occupied and 108 rental deed restricted affordable
housin g units. Allot of the o �rner occupied units have been obtained through
in l usionary affordable housing requirements.
When purchased, an affordable housing agreement is required that sets forth resale
provisions based upon either the maximum sales price under the affordability formula o
the housing price index formula ( indexed value), whichever is higher. The maximum
sales price formula has been established by the City Council. Since it has been
modified, the formula in place at the time the unit was originally built and sold is applied.
Sellers are required to list the units at the appropriate maximum sales price for a
minimum of gg days. If they are unsuccessful, the City has an option to purchase the
unit or they may list it as an unrestricted market rate unit. If it is sold as an unrestricted
market rate unit, 90% of the difference between the sales price and the maximum
affordable sales price must be paid to the City. If the bank forecloses on a unit, the
bank may remove the deed restriction and no funds are paid to the City.
Due to the current economic downturn, a number of owners of affordable housing units
are attempting to sell. However, there are fever qualified buyers and the housing market
Agenda Item 8.p.
Page 1
CITY COUNCIL
CONSIDERATION of TEMPORARY MODIFICATIONS To AFFORDABLE
HOUSING AGREEMENT PROVISIONS
AUGUST 10, 2010
PAGE 2
has caused the market rate price to be close to the affordable price. As a result, at the
September 8, 2009 meeting, the city Council adopted a Resolution authorizing the City
Manager to amend affordable housing agreements in order to prevent foreclosures and
loss of deed restricted affordable units when it is verified that the seller will experience a
financial loss from a sale under the provisions of the Agreement. These measures were
proposed on a temporary basis for a two-year period in order to address the current
housing market conditions.
Amendments to Agreements the City Manager is authorized to rake include the
following:
If a willing buyer is identified, the earner may sell the unit as a deed restricted
affordable unit up to the original price the owner paid for the unit. This is only
useful for low and very-low income units. The buyer would be restricted to the
original maximum sales price conditions, but would also be eligible for the same
amendments if a sale became necessary within the net two-year period when
these measures are still in place.
If the unit is converted to market rate, the seller may be required to only pay to the
City the difference between the sale price and the amount currently oared on the
mortgage after all normal realtr fees and closing costs are deducted.
As an alternative to selling a unit, owners may be allowed to rent the unit at market
rate for a period of up to 5 years.
ANALYSIS of ISSUES:
The original formula adopted by the City for the maximum sales price allowed for
affordable units was the County of San Luis Obispo formula. Due to concerns identified
with the formula the City established its own formula, but later switched back to the
County formula after they adopted one similar to what was bung utilized by the City.
Units that were constructed when the original County formula was in effect are
regulated by an agreement that sets forth that formula. Therefore, the formula
continues to apply to those units when they are resold. As a result of the current
economic conditions, the maximum sales price for moderate rate units under that
formula actually now exceeds the market value for the home.
Some of the o wners are trying to sell in order to avoid foreclosure. However, the 90 -day
req uirement to list the unit for the maximum sales price as a deed restricted affordable
unit presents a hardship because there is no chance that it will be sold and increases
payments due to the bank if the owner is already facing potential foreclosure. Owners
have requested the City waive the 90-day requirement. Therefore, it is recommended
that the Council adopt a new Resolution lution that also authorizes the City Manager to waive
Agenda Item 8.p.
Page 2
CITY COUNCIL
CONSIDERATION of TEMPORARY MODIFICATIONS To AFFORDABLE
HOUSING AGREEMENT EEMENT PROVISIONS
AUGUST 10, 201
PAGE 3
the go -day requirement if it is verified that the maximum sales price exceeds the market
price. The Resolution also extends the authorization of these modifications for a new
tiro -year period since housing market conditions have not improved since the
Resolution was originally approved.
ALTERNATIVES:
The following alternatives are provided for the Council's consideration:
- Approve the Resolution.
- Modify and approve the Resolution.
Provide staff other direction.
ADVANTAGES
Approval of the Resolution will reduce foreclosures and eliminate waste of time and
effort by City staff, property owners and realtors by requiring owners to list properties
under terms that will make them infeasible to sell.
DISADVANTAGES
If housing prices and/or factors in the formula change, it may become more difficult to
verify the maximum sales price exceeds the market Value.
ENVIRONMENTAL ONMEI TAL REME1 :
No environmental revie w is required for this item.
PUBLIC NOTIFICATION AND COMMENTS:
The agenda was posted in front of City Hall on Thursday, August 5, 2010 and on the
City's website on Friday, August 6, 2010. No public comments were received.
Agenda Item 8.p.
Page 3
RESOLUTION No.
RESOLUTION of THE CITY COUNCIL of THE CITY of ARROYO
CRANE TEMPORARILY AUTHORIZING THE CITY MANAGER To
AMEND AFFORDABLE HOUSING AGREEMENTS UNDER SPECIFIED
CIRCUMSTANCES
WHEREAS, the City's Inclusionary Affordable Housing regulations sets forth inclusionary
housing requirements for all residential projects over four units to include a percentage
of moderate, lour and very lover income units; and
WHEREAS, the City has entered into several affordable housing agreements since
certification of the City's Housing Element; and
WHEREAS, as a result of the significant downturn in the housing market, the maximum
affordable sales price (hereinafter referred to as "Maximum sales Price" ) calculation
required by any affordable housing agreement now often results in a Maximum sales
Price below the original purchase price and/or above the market rate; and
WHEREAS, requiring a Maximum sales Price below the original purchase price
results in an incentive for each seller of an affordable housing unit to simply allover
foreclosure as opposed to incurring a shortfall on the sale and the corresponding liability
for the balance of any mortgage on a go forward basis; and
WHEREAS, requiring an owner to list a deed restricted unit at a Maximum um sales Price
above the market rate eliminates the ability of the owner to sell the unit in a reasonable
time period and increases the likelihood of foreclosure; and
WHEREAS, upon foreclosure,, any deed restriction requiring continued affordability of the
property recorded subsequent to the trust deed is eliminated; and
WHEREAS, foreclosures result in blight and negative economic conditions; and
WHEREAS, the City Council, in an attempt to maintain the affordable housing deed
restriction on affordable housing units and avoid foreclosures, deems that it is in the best
interest of the City to authorize the city Manager to amend any affordable Dousing
agreement under the specific facts and circumstances described herein.
NOW THEREFORE BE IT RESOLVED by the City Council of the City of A rroyo Grande
as follows:
1. Upon a clear showing that the seller of an affordable housing unit will incur a
financial loss if required to sell the affordable housing unit at the Maximum sales
Price, the city Manager shall be crested with the authority to make any or all of the
following amendments to such affordable housing agreement:
Agenda Item 8.p.
Page 4
RESOLUTION NO,
PAGE 2
a. Upon identifying C
restricted property
purchase price;
Trilling buyer, the seller may be allowed to sell the
at a Maximum Sales Price up to the seller's original
b. If, ultimately, the affordable housing unit is converted to a market rate unit,
thereby placing no restrictions on the potential sale price, the seller would
be required to pay to the City the difference between the sale price and the
balance owed on the mortgage, after deducting customary realtor
commissions and closing costs; or
c. If the sale of the affordable housing unit is unlikely, the seller may be
allowed to rent the unit at a market rate for a period of up to five years.
d. If the Maximum Sales Price exceeds the market rate for the unit, the city
Manager may waive the requirement to list the unit at the Maximum Safes
Price as a deed restricted unit for ninety days.
2. The City Manager shall provide the council with Annual Reports describing any
amendments to affordable housing agreements.
3. The City Manager's right to amend affordable housing agreements, absent
further action by the City council, shall expire two 2 years from the date of
adoption of this Resolution.
On a motion by Council Member
following roll call vote to wit:
AYES:
NOES:
ABSENT:
, seconded by Council Member , and by the
the foregoing Resolution was passed and adopted this day of 2010.
Agenda Item 8.p.
Page 5
RESOLUTION N .
PAGE 3
TONY F E F ARA, MAYOR
ATTEST:
KELLY WET O E, CITY CLERK
APPROVED AS TO CONTENT:
STEVEN ADAMS, CITY MANAGER
APPROVED AS TO FORM:
DAVID H. HI SCH, ASST. CITY ATTORNEY
Agenda Item 8.p.
Page 6
A. INCORPORATE 7-
MEMORANDUM
JULY 10, 19111
TO: CITY COUNCIL
FROM: STEVEN N. ANNI ALI, CHIEF OF POLICE 6
SUBJECT: CONSIDERATION TO AUTHORIZE AN AWARD OF BILE FOR THE
AVOID THE 14 DUI TRAILER AND LIGHTING SYSTEM
DATE; AUGUST 10, 2010
RECOMMENDATION:
It is recommended that the City Council authorize the award of bid to purchase a
Pace American Conquest 8 x 24 custom DUI trailer to Heac ck Trailer and Truck
Accessories, Inc., in the amount of $33,1 34.95 ($28,121.57 for the trailer and
$5,013.38 for the lighting system).
FINANCIAL IMPACT:
There will be no negative fiscal impact to the City of Arroyo Grande as the funds for this
project are reimbursed through an Office of Traffic Safety Grant which provides $ 30 , 000 for
the tra iler and $1 5,000 for the lighting system.
BACKGROUND:
On August 11, 2009, the City Council granted a request allowing the Police Department to
file a grant application with OTS for the funding of the San Luis Obispo County Avoid the
14 program. The City of Arroyo Grande was awarded the Grant and began coordinating
the San Luis Obispo County Avoid the 14 program, effective October 1, 2009.
The OTS Grant contains funding for enforcement overtime, training and equipment. A
portion of the equipment has been purchased and the trailer /lighting system is the final
piece in the equipment procurement.
ANALYSIS OF ISSUES:
The trailer and lighting system must be purchased before September 30, 2010. Several
companies have been considered In the course of the past nine months Including local
recreational trailer suppliers In order to meet this need.
Based upon the following, staff is recommending purchasing the DUI Trailer and Lighting
System from a sole source as permitted by Section 3.08.060(B) of the Arroyo Grande
Municipal Code. The cost of converting existing local recreational trailers (Toy Haulers) to
meet our needs exceeds the funding allowed for this project. Vendors outside this area
who build to meet requested specifications also quote costs beyond our funding source
and present a problem with maintenance and warranty work.
Agenda Item 8.q.
Page 1
CITY COUNCIL
CONSIDERATION To AUTHORIZE AN AWARD of BID FOR THE
AVOID THE 14 DUI TRAILER AND LIGHTING SYSTEM
AUGUST 10 2010
PAGE
problem with maintenance and warranty work.
Heacock
Trailers and Truck Accessories, Inc. is the local distributor for Pace American
Cargo Trailers and provides es local maintenance and warranty work. This product can be
_
customized and built to meet our specific requirements. Since the DUI Frailer will be
to the design and use, utilizing local Vendor facilitates a coordinated effort
unique due g
between the Vendor and the Police Department during the design and manufacturing
process ensuring the final product meets intended use requirements.
ALTERNATIVES:
The followin g alternatives are provided for the Council's consideration:
Recommended Alternative: It is recommended that the City Council authorize
the award of bid to purchase a Pace American Conquest 8 x 24 custom
Avoid the 14 DUI trailer with lighting system to Heacock Trailer and Truck
Accessories, Inc.
- Do not approve staff re rr mendati n an select another vender:
Provide direction to staff.
ADVANTAGES:
Procurement of the req uested equipment from a local Vendor insures warranty and
maintenance work is com pleted in a timely cost effective manner. The local gender can
customize the product to meet specific needs of the Avoid the 14 program. The
recommended vendor has provided similar trailers for other San Luis Obispo county law
enforcernent age n cies including the Pisrno Beach Police Depa rtrnent and San Luis Obispo
Police Dep artment as well as other governmental agencies such as Vandenberg Air Force
Base and Cal Poly.
City Manager Steve Adams and Director of Administrative Service Angela Kraetsch have
reviewed and support this recommendation.
DISADVANTAGES:
There are no disadvantages in approving the recommendation.
Attachments:
1. Heacock Trailers and Truck Accessories, Inc., estimate #13460
2. Heacock Trailers and Truck Accessories, Inc., estimate #13461
3. Office of Traffic Safety /San Luis Obispo County Avoid Grant staff report, dated
August 11, 2003,
Agenda Item 8.q.
Page 2
Aug 0210 05.07p Hee cook Trailers
B EACOCK TRAILERS & TRUCK
ACCESSORIES, INC.
417 TRAFFIC WAY
ARROYO GRANDE, CA 93420
(805) 489 -8442
NAME 1 ADDRESS
AJtROYO GRANDE POLICE DEPT
P.O. BOX 550
ARROYO GRANDE CA. 93421
$05 473 8442 P. 7
ATTACHMENT 1
Estimate
DATE ESTIMATE NO.
8/2/2010 13460
ITEM DESCRIPTION
OTY TOTAL
20 1 GENERA COMPARTMENT WITH
11
WIRING SYSTEM
20 1 24" X 24" FUEL FILLER DOOR AND
290.00T
CON PA TMENT EXTEN T O
ACCOMADATE FUEL FILL[NG
201 ELECTRICAL PKG. #4: EA. 5 00W QUARTZ
11 150.00T
LIGHTS O OUTSIDE WALLS.
RECEPTACLES AND SWITCHES, INTERIOR
LIGHTS
201 2EA. FIA Is MAGNAFI E 3000, 750 WATT
2 2
FLOODLIGHTS
Prices q uoted are g uarmtced f or 3 day and a rr. subj to ch arge with notice.
Sales T (8 ,75% ) $40 � 3 , 8
I 2gree to tke following conditions:
1.1 accept the estimatte as written.
TOTAL $5 3.38
2 . C ustom trailers will be built to the s pecifications listed.
C al ifernis lAw does not provide a "" c ooting O ff Period *' or Cancellation
period on traik:rs.
d. Deposits on trailer am non refundable.
.i date
Agenda Item 8.q.
-- -
Page 3
prices quoted are guuant d for 3 0 days and are subject to change without notice.
I age to t h r, faHowing conditions:
1. I accept the estimate as written.
2 . Custom trailers will be built to the specifications listed.
California Law does not provide a "Cooling Oil` Period or Cancel
Pa 1
period on trailers.
. Deposits on trailer are non- refundable.
inr
� , d Ztvs SLV X08
dote
Sales Tax (8.75%)
TOTAL
%gga ltenbqa 0 L 70 n
Page 4
ATTACHMENT 2
r EACOCK TRAILERS & TRUCK
ACCESSORIES, Vic_
W AY
DATE ESTIMATE NO.
ARROYO GRANDE,, CA 93420
8!212010 1
(805) 489 -8442
NAME 1 ADDRESS
ARROYO G RANDE POLICE D EPT
P.O BOX
ARROYO GRANDE C A. 93
ITEM DESCRIPTION
a TOTAL
TRAILER PACE AMERICAN CONQUEST 8&1/2 W IDE
1 7
Y 4' LO G TANDEM AXLE TRAILER,
Q 24TA3 ; 9.990# GV R, 36v' SIDE DOOR,
ELECTRIC BRAKES S N BOTH AXLES, 2 EA.
ROOF VENTS & 2 EA. 12V INTERIOR LIGHTS
STANDARD.
20 1 12" EXTRA HEIGHT �ICLi ING SIDE DOOR
_
4 . Off'
AND REAR RAMP
201 UPGRADE TO " 1 BEAD FRAME, FOR
2
PLUMBING 1 FIB'
ALUM SWA G DOWN STEP FOR "
' '�
1 I . 1
SIDE DOOR, SAGS INSIDE AND STE
MUST BE IN TO CLOSE DOOR
20 1 DOS 1 IC 1 BTU AIR CONDITIONE
1. '
R MOUNTED
201 COMPUTER W ORK STATION 4 8" WID
95 0.00 T
WITH OVER HEAL? A INL ET, 2 DRAWERS,,
WORK COUNTER, SURGE PROTECTOR
201 MONITOR WITH MOUNT & CABLE
400.00T
2 01 ]FISHED INTERIOR PING. SEAM
21A 10 OOT
BLACK COIN FLOORING WCLUDING REAR
RAMP, WHITE VINYL CEILING LIN
WHITE A WALL L INERS
prices quoted are guuant d for 3 0 days and are subject to change without notice.
I age to t h r, faHowing conditions:
1. I accept the estimate as written.
2 . Custom trailers will be built to the specifications listed.
California Law does not provide a "Cooling Oil` Period or Cancel
Pa 1
period on trailers.
. Deposits on trailer are non- refundable.
inr
� , d Ztvs SLV X08
dote
Sales Tax (8.75%)
TOTAL
%gga ltenbqa 0 L 70 n
Page 4
IHEACOCK TRAELERS & TRUCK
ACC SSORI Si INC
Estimate
DATE ESTIMATE NO.
4 17 TRAFFIC ' A
,ARROYO CTRANDE, CA 9 420 8 /21201 13461
( 805) 489 -8442
N
ARROYO GRANDE PO D
P.O. BOX 550
ARROYO GRAND CA. 93421
ITEM
DE SCR I PTION QTy
TOTAL.
{f�'
2 A. 24X48 ADO S WITH MINI B
1.545.00 '
201
" A 1 CLOSET TO HOLD
REFRIG AND i WCROWAVE ON TOP
201
2, CUBIC FT FRIDGE AND 1 iI CUBIC FT.
1 . 1 ,#/1.87'
MICROWAVE
201
#, X 8 STAIN ST REMOVEABL
2 20.00T
COUNTER AND MOUNT FOR OUTSID
201
� 23 "' X 8' ST rNL ES S STEEL SH
. Y '
ACROSS THE FRONT
251
BEAVy DUTY REAR RAMP (INCLUDES
460.00T
BLACK COIN RUR LINER
201
ALU1�TM MOTOR SPORT WHE
i�T
INCLUDING SPARE TIRE ILO STANDARD
STEEL RIDS
201
SPARE TIRE ON ALUMINUM WHEEL, SPARE
1 .O T
TIRE MOUNT ON TONGUE OF TRAI - R,
EXTEND TONGUE "). 5
STABILIZER JACKS, BOG WHE (FOR
SUDS VAT REAR), L ECTRIC TONGU JACK
Prioes quoted are gu am tccd for 3 0 days and am s ubj oct to change without notice.
I agree to the following conditions:
1, 1 accept the estimate as wr tren.
2 . Custom tracers wilI be built to the Sped fic ati 0 n listed.
C afifemin Law does not prvride a "I Cool in Off Period'* or Cnneellafiv n
period on trailers.
a
4. Deposits on trailer are non, refundable.
Signature
Z' d Zfl79 W7 909
date
Sales Tax (8.75°6)
TOTAL
sjajiejl ItP ge�b0 0 ZO snd
HEACOCK TRA & TRUCK K
ACCESS RI S� INC.
DATE ESTIMATE Q-
�}
4 1 7 TRAFFIC WAY
ARROYO GRAN CA
l I
(505) 489 -8442
N AME / ADDRESS
ARROYO GRANDE POLICE DEPT
P. O. BOX 550
ARROYO GRADE CA. 93421
ITEM DESCRIPTION
QTY TOTAL
20 1 1/2 BATH 3 * X66 11 ENCLOSURE, ENTRY
3 6 25.00T
DOOR. ; fNGL SINK IN BASE CABOT,
TOILET, ET, COAL. ASH WATER TANK, 44
COAL. WASTE WWAT ( 2 TA S, 1 V.
ROOF VENT, BATTERY. ADDITION
PROPANE SYSTEM, SA TY PKG. PROPAN
WATER BEATER
201 1 SK PROPANE FURNACE WITH
595- T
THERMOSTAT
201 DARCO LNDERBELLY
80.00T
201 ALUMINUM LADDER O FRONT OF
4611.001
TRAILED WITH WALK ON ROOF
201 DOUBLE 3" FLOOR FOR MORE RE RIGIDITY
37
201 2 0 ' 9000 SERIES LX AWNING
1,385.00'
SHIPPING FREIGHT N' . HANDLING
700.00
LICENSING DMV LICENSING, exempt
0
I; .1J... FEE D.O.C. FEE
35.
TIRE TAX TIRE RECYCLING FEE
5 8
Prices quoted are guaranleed for 30 days and are su bject to c han ge wit hout notice.
S210S Ta (8,75 $2,202-82
I agree to the fo con ditions:
1. I accept t h e estimate as wr itten.
2 . C ustom tri►ilers will be buitt to the s pecifications listed.
TOTAL 25 1 .
Ca lifomia Law does not provide a ,, ooi off P eriod " or Caneellittion
period on trailers. Pa
4 . Depos on trailer are non- ref
s4maz re mo
g•d ZttiB £Lti SOS sjalieji � IterTti$ZWp 0 L ZO sib'
Page 6
ATTACHMENT 3
OAR
A. INCORPORATE
MEMORANDUM
c rM
NJULY 1 0. ,„
F
To: GITY COUNCIL
FROM: STEVEN H. A 11 I ALI, CHIEF of POLICE
Y: CHARLES W. GERHART, POLICE COMMANDER
DER
SUBJECT: CONSI ERATIOI of APPLICATION FOR A STATE of
CALIFORNIA — OFFICE of TRAFFIC SAFETY 1 SAN Lids OISPO
COUNTY AVOID G RANT
DATE: AUGUST 11, 2009
RECOMMENDATION:
The Police Department recommends the City Council approve the filing of an application
and accepting $450,000 in grant funds from the State of California, Office of Traffic Safety
and serve as the host agency (coordinator) for a regional AVOID effort in San Luis Obispo
Dounty to reduce alcohol - involved fatalities and injuries and raise general public awareness
regarding the problems associated with drinking and driving while under the influence.
FINANCIAL IMPACT:
There should be no financial impact to the City of Arroyo Grande. The City of Arroyo
Grande wi I I serge as a conduit for funding from the Federal Government through the ice
of Traffic Safety and the County of San Luis Obispo (AVOID the 14 participants). The
AVOI Grant will provide $6,200 each year to off set grant management expenses and
$7,700 each year of the program for public information services. Grant fending pays all
equipment and overtire costs. Equipment costs include, but are not limited to, $80,000 for
a DUI Trailer, $16,000 for a portable lighting system, $20,000 for a portable changeable
message board and $19,845 over three years for grant management staff time.
BACKGROUND.
In 1974 the first AVOID Anti - Driving lender the Influence DUI Program began in Santa
Clara County. Since that time over 540 laver enforcement organizations have joined
together representing 40 of the state's 58 counties. The goal of the AID program is to
bring county law enforcement agencies together in a concerted effort to reduce deaths and
injuries caused by dank drivers. Money for this program flows from the Federal Business,
Transportation and Housing Agency through the California State Office of Traffic Safety.
Dollars from these grant funds are administered by regional (County) coordinating
agencies.
Agenda Item 8.q.
Page 7
CITY COUNCIL
CONSIDERATION of APPLICATION FOR A STATE of CALIFORNIA OFFICE of
TRAFFIC SAFETY / SAN Lilts O ISPO COUNTY AVOID GRANT
AUGUST 11, 2009
PACE 2
The San Luis Obispo County AVOID program began in October of 2000. The California
Highway Patrol was the first host agency for the program followed by the Pismo Beach
Police Department. - For the past three years, the Paso Robles Police Department has
been the coordinating agency for San Luis Obispo County.
Throughout the State of California there were 251 AID DUI checkpoints in 2007 that
resulted in 1079 arrests for DUI and 544 criminal arrests. In 2008, there were 179 AVOID
DU I checkpoints resulting in 619 arrests for DU I and 629 criminal arrests.
In San Luis Obispo County there were 7 AVOID DUI checkpoints in 2007 which resulted in
12 arrests for DUI and 2 criminal arrests. In 2008, there were 6 AVOID DUI checkpoints
resulting in 12 DUI arrests and 20 criminal arrests.
ANALYSIS of ISSUES:
The Paso Robles Police Department has hosted the A VO ID project during the past three
years. The proposed new program period is three years In duration, beginning October 1,
2009 and concluding September 30, 2012. The total a ward will be $450,000 over the grant
period. The Grant funds equipment purchases, training and expenses, and overtime for
Sobriety Check Points, Saturation Patrols, Warrant Sweeps, and court Stings. Our
acceptance to facilitating the AVOID grant wi ll require us to coo rd inate a variety of A VO
campaigns throughout the grant period, track statistical data related to these campaigns
and provide a conduit for cost reimbursements for participating agencies to the Office of
Traffic Safety. The 14 AVOID enforcement organizations in the county have indicated their
intention to continue to participate in the program and have agreed to support the Arroyo
Grande Police serving as the coordinating agency.
ALTERNATIVES:
Adopt the Resolution approving filing an application for the San Luis Obispo
County AVOID Grant;
Do not adopt the Resolution; olution; or
Provide direction to staff.
ADVANTAGES:
The proposed recommendation will maintain the collaborative AVOID program within the
County of San Luis Obispo concerning driving while under the influence. Proactive
enforcement of DUI lags saves lyres and reduces injuries. The City of Arroyo Grande will
receive a new DU I trailer and generator, a portable lighting system, a changeable message
board, a laptop computer, and new preliminary alcohol screening devices for this effort
which we will retain at the conclusion of the grant period.
Agenda Item 8.q.
Page 8
CITY COUNCIL
CONSIDERATION OF APPLICATION FOR A STATE OF CALIFORNIA OFFICE OF
TRAFFIC SAFETY SAN LUIS OBISPO COUNTY AVOID CRAFT
AUGUST 11, 2009
PACE 3
DISADVANTAGES:
There are no disadvantages in approving the recommendation.
Attachments:
1. Office of Traffic Safety Grant Agreement
2. Schedule B budget estimate
3. Quarterly Evaluation Documents
Agenda Item 8.q.
Page 9
THIS PAGE INTENTIONALLY LEFT BLANK
Agenda Item 8.q.
Page 10
R
A. INCORPORATED
` 10. wl MEMORANDUM
'
T: CITY COUNCIL
FROM: STEVEN ADAMS, CITY MANAGER r
SUBJECT: CONSIDERATION OF SOLICITATION OF BIDS FOR INTERIOR
IMPROVEMENTS TO THE 300 EAST BRANCH STREET BUILDING
DATE: AUGUST 10, 2010
RECOMMENDATION:
It is recommended the city council: 1 authorize solicitation of bids for installation of
fire sprinklers and communications a uipment in the 300 East Branch Street building;
and delay other improvements until proposals are received for lease of the existing
City Hall building.
FINANCIAL IMPACT:
The estimated initial cost of installing fire sprinklers and communications equipment
is approximately $50,000. If Council directs staff to proceed with full improvements to
the building, the additional estimated costs are as follows:
General conditions $60
Elevator $121
Bridge $8,000
Convert Storage Space to Office Space $32
Update Building Paint/Carpet/Electrical $177,000
Total $398,000
Total available budgeted funding is approximately $310,000. Additional funds are
also needed for scanning of files into a document imaging system, which is estimated
to be approximately $100,000.
BACKGROUND:
ND:
At the February 23, 2010 meeting, the city council approved a Purchase and Sale
and Improvement Agreement with N T Commercial for acquisition of property at 300
East Branch street (former Farm Credit building) and sale and development of City
property at 20 and 208 East Branch Street and the adjacent parking lot. Conditions
were identified that involved resolving the following three issues:
Agenda Item I I.a.
Page 1
CITY COUNCIL
CONSIDERATION OF SOLICITATION OF BIDS FOR INTERIOR IMPROVEMENTS
TO THE 300 EAST BRANCH STREET BUILDING
AUGUST 10, 2010
PAGE 2
Feasibility of relocating all City Hall complex staff into the former Farm Credit
building;
Whether to lease, sell or utilize the existing City Hall building for operations: and
Funding source for the cost of property acquisition and improvements.
Staff was directed to work with a subgroup of the city Council, composed of Mayor
Pro Tern Guthrie and former council Member Arnold, to develop recommendations.
Recommendations were presented and approved at a Special City council Meeting
on March 29, 2010.
The following decisions were agreed upon:
All city Hall complex staff will be relocated to the former Farm credit building;
• The city will solicit proposals to lease the existing city Hall building; and
• The property acquisition and debt service will be funded through a combination
of local sales tax, water and severer funds.
Revisions to the Purchase and sale and Improvement Agreement were approved by
the City council at the April 2, 2010 meeting. Under the terms of the Agreement,
escrow will close when the building permits are issued.
Since that time, the Architect has been preparing final plans for internal modifications
to the building necessary to accommodate all City Hall complex staff. Staff also
prepared a Request for Proposals FP for parties interested in leasing the City Hall
building, which was released on .June 17, 2010 and are due on August 24, 2010.
ANALYSIS SIS of ISSUES:
A copy of the proposed floor plan for the building is attached. The recommendations
include the following modifications:
0 Expansion of the counter area to accommod utility billing, building,
engineering and planning customer service functions;
Construction of cabinets in the two large office areas to accommodate three
staff in each of these offices;
Relocation of walls to improve the reception area, public access, conference
room and copy room;
0 Installation of a wall to divide a large existing office to provide offices for the
Director of Administrative Services and Human Resources Manager;
0 Modification of modular office units for Administrative Services Department staff
to accommodate an area for file cabinets;
• creation of an upstairs conference room, office, storage area, computer network
equipment area, and bridge to access the computer room; and
0 Installation of an elevator to provide access to the upstairs area.
Agenda Item I I.a.
Page 2
CITY COUNCIL
CONSIDERATION OF SOLICITATION OF BIDS FOR INTERIOR IMPROVEMENTS
TO THE 300 EAST BRANCH STREET BUILDING
AUGUST 10, 2010
PAGE 3
The original proposed timeline for the project was designed to complete
improvements prior to relocation of staff into the building. However, due to the delays
experienced, it will now be necessary for staff to immediately vacate the existing
buildings when escrow closes. Therefore, it will become necessary to occupy the
building during construction of the improvements. As a result, there is no advantage
of making the improvements immediately. Staff believes the city should delay the
majority of improvements until proposals are received to lease the existing City hall
building and a decision is made by the City council. This would enable the city to
identify additional revenue that may become available from the proposed lease for
the improvements. It is necessary to immediately install fire sprinklers and
communications equipment.
Under this recommendation, the city Manager, Administrative Services and
Legislative Services Departments would be maintained in the existing City Hall
building until a decision is made on the lease. Therefore, the only improvements
immediately necessary to accommodate the Community Development Department in
the former Farm Credit building would be installation of fire sprinklers and
communications equipment. Design of the improvements necessary to
accommodate all staff will be completed so the City could move forward in a timely
manner once an acceptable lessee is identified. If an acceptable lessee is not
identified, the City Council may then decide whether to maintain or sell the existing
City Hall building. Staff mould proceed with installation of fire sprinklers and
communications equipment. Staff would also begin scanning documents into the
document imaging system. However, this could be phased in a more manageable
period rather than needing to complete all active documents immediately.
ALTERNATIVES:
ES:
There are a number of alternatives available for City council consideration:
The first mould be to approve staffs recommendations and delay the majority of
improvements until a decision can be made on lease of the existing City Hall
building.
Second, City Council may direct staff to solicit bids for the improvements
necessary to rove all City Hall complex staff into the former Farm credit
building. The elevator would need to be identified as a bid alternative.
Therefore, given the existing budgeted funds available, it may become
necessary to defer installation of the elevator. If this was done, staff could use
the upstairs area for storage and also defer some of the expenses for scanning
of documents into the document imaging system. Some of the desired, but not
essential upgrades, such as painting, may need to be deferred or completed by
in -house staff in order to complete the remaining improvements within the
existing budget. If this direction is provided, staff will move forward immediately
Agenda Item I I.a.
Page 3
CITY COUNCIL
CONSIDERATION OF SOLICITATION OF BIDS FOR INTERIOR IMPROVEMENTS
TO THE 300 EAST BRANCH STREET BUILDING
AUGUST 10, 2010
PAGE 4
to prepare bid documents to be released so bids can be received and ready to
award once escrow closes.
Third, City Council may decide to maintain the City Hall for administrative
operations and/or defer the improvements for at least one year in order to utilize
a portion of the existing funding budgeted for the improvements to address other
needs. Existing sales tax funds appear sufficient to fund capital projects than
are programmed. Staff would recommend the City Council consider use of the
funding to reconstruct the restroom facility on Short Street. This project is also
necessary to address ADA issues and the timing would be optimal in order to
coordinate with the project construction.
Fourth, the city Council may decide to budget additional funds for the
improvements and move forward with all improvements necessary to move all
City Hall complex staff into the former Farm credit building.
Fifth, the City Council may direct staff to instead pursue lease of the upstairs
portion of the former Farm credit building and maintain operations in the
existing City Hall building.
Lastly, the City Council may provide other direction to staff.
ADVANTAGES:
The recommendation will provide the following advantages:
Expenses on the former Farm Credit building can be minimized ed until it can be
determined whether an acceptable lessee of the existing City Hall building is
available.
0 The ultimate decision on the future of the existing City Hall building can be
deferred until all options are identified and analyzed.
0 Additional revenue from the lease can be identified that may be necessary to
assist in funding the improvements necessary.
0 city staff can better confirm whether the designed improvements best meet the
City's operational needs after the building is in use for a period of time.
0 It would avoid or defer a shortage in meeting room space than may occur if the
City is unable to fund installation of the elevator.
0 Additional time will enable staff to more efficiently coordinate the rove of
operations and management ent of the City's records system.
0 Maintaining the City Hall building would enable the City to make improvements
to both buildings on an incremental basis as potential funding may become
available from other sources.
Agenda Item I I.a.
Page 4
CITY COUNCIL
CONSIDERATION of SOLICITATION of BIDS FOR INTERIOR IMPROVEMENTS
To THE 300 EAST BRANCH STREET BUILDING
AUGUST 10, 201
PAGE 5
DISADVANTAGES:
Disadvantages of the recommendation include the following:
• It would delay potential efficiency benefits of locating all staff in one wilding,
although the majority of efficiency measures proposed will be achieved through
relocation of Community Development Department staff to one building.
It would maintain ADA deficiencies in the existing City Mall building, but would
substantially address ADA City office issues through acquisition of the former
Farm Credit building.
It would continue to commit funding for improvements to the former Farm Credit
building that could be used to address other important needs at this time if a
decision was made to maintain the existing City Fall building for operations at
this time. In particular, it would utilize funds that could be used for
reconstruction of the Short Street restroorn.
ENVIRONMENTAL REVIEW:
A !Mitigated Negative Declaration on the Purchase and Sale and Improvement
Agreement was adopted by the City Council at the February 23, 201 o meeting.
PUBLIC NOTIFICATION AND COMMENTS:
The Agenda was posted in front of City Hall on Thursday, August 5, 2010 and on the
City's website on Friday, August 6, 2010. No comments were received.
Attachments:
I . Proposed floor plan for 300 East Branch Street
Agenda Item I I.a.
Page 5
AA
MW AACHMECTS INC.
C V MAKAGER
i I
CL
0)
rmllL
0)
I ST FLOOR PLAN WITH FURNITURE
ARCm 17 9 CT&
MICHAEL C. :CACNEV
WAY N E FL TUART
225 RtA00 AQW. @AM 0
SA" 411 N calspa , CA I 341D I
TEL NO.S) 544143bl
VAX. (805) 544-4330
...... ............ ... .. . ... ............ ........ .... .... ..
............................................................
F
PL OTTER A STCIFUNGE L-----
LE— =Tm p'- AWa M M-4G --
40�
0 4' a l 16
lol� I
SCALE: 1/8111 = 1 11-0111
w
a
z
4
z
0
O a
>0 M
0 °o
�' J
Q LL
LLM
0
NMI
u
jet OATE: 7-20 10
.................
C V MAKAGER
i I
CL
0)
rmllL
0)
I ST FLOOR PLAN WITH FURNITURE
ARCm 17 9 CT&
MICHAEL C. :CACNEV
WAY N E FL TUART
225 RtA00 AQW. @AM 0
SA" 411 N calspa , CA I 341D I
TEL NO.S) 544143bl
VAX. (805) 544-4330
...... ............ ... .. . ... ............ ........ .... .... ..
............................................................
F
PL OTTER A STCIFUNGE L-----
LE— =Tm p'- AWa M M-4G --
40�
0 4' a l 16
lol� I
SCALE: 1/8111 = 1 11-0111
w
a
z
4
z
0
O a
>0 M
0 °o
�' J
Q LL
LLM
0
NMI
u
jet OATE: 7-20 10
v a v h
AA
MW ARCHMC M ■*C.
ARCHITECT&
MICHAEL G. PIEACKIFY
WAY NE R 87UART
133 MlV00 MM. IlURE G
JAM LUFB 0R r3P0,CA9$431
TEI.(8051344 -4334
FAX; (8051 544 -4330
ua
i�
/rt
tD
w
0
z
..................
Oa
� ° o
� J
0
LLM z
ON
hillimill
u
O 4"
2ND FLOOR PLAN WITH FUR I�l" U E '�
��
� SCALE: 1/8 = 1 1- 0 11
CATS: 7 - 201 0
THIS PAGE INTENTIONALLY LEFT BLANK
Agenda Item I I.a.
Page 8
INCORPORATE
MLY ,o, tell MEMORANDUM
soft
T: CITY COUNCIL
FROM: STEVEN ADAMS CITY MANAGER
SUBJECT. CONSIDERATION OF MODIFICATIONS TO NEIGHBORHOOD
SERVICES PROGRAM
DATE. AUGUST 10, 2010
RECOMMENDATION.
it is recommended the City Council: 1 approve the proposed modifications to the
City's Neighborhood Services (code enforcement ) program; 2 adopt a
Resolution approving the proposed job classification and description for the
Neighborhood Services Technician position; and 3 approve an appropriation of
$5,000 to increase the hours o f the part - time Office Assistant II position in the
Community Development Department.
FUNDING:
Combining the Parking Enforcement Officer and Neighborhood Services
Coordinator positions to one 32 -hour per week position will result in a cost
savings of approximately $5,000. The proposed increase of the Office Assistant
Il position from 20 to 32 hours per w eek will result In an estimated cost of
approximately $10 t 000 . Therefore, the net increased cast of the
recommendations will be $5,000.
BACKGROUND:
In dune 2004, the City council approved staffs recommendations to restructure
the code enforcement program. The name of the program was modified to
Neighborhood Services. The full - time Code Enforcement Officer position was
eliminated, replaced with a part -tire Neighborhood Services coordinator and
transferred from Community Development to the Building and Fire Department.
A team approach was also instituted so inspection activities were divided by
function between the Building and Fire, Community Development and Police
Departments, and an inter - department task force was created to schedule
monthly coordination meetings with all involved department staff`. The
Neighborhood Services Coordinator position was filled with a Reserve Firefighter
in order to coordinate inspection activities with other fire personnel and to
Agenda Item 11. b.
Page 1
CITY COUNCIL
CONSIDERATION ATIO of MODIFICATIONS To NEIGHBORHOOD SERVICES
PROGRAM
AUGUST 1, 2010
PAGE
oversee. enforcement responsibilities with uniformed personnel. Citation
authority was also established.
The purpose of the name change was to reflect an expanded scope of the
program to emphasize problem solving, public education, voluntary compliance
and community policing approaches beyond just enforcement. The changes
have been very successful in increasing resolution of cases, reducing costs, and
improving public relations.
The City's code enforcement program has traditionally been limited to response
to complaints, which is consistent with the neighborhood services approach. Due
to the detailed and subjective nature of many code violations, enforcement
activities can become difficult to manage on a proactive basis. Therefore, the
goal of the program is to focus attention on those problems that are identified as
neighborhood problems through the complaint process.
In order to address citywide objectives, the program has been expanded to
address some issues on a proactive basis than have been identified as priorities
by staff and the City Council. Thus far, these have primarily included
construction of illegal garage conversions and illegal banners and signs.
Due to budget constraints, funding for the neighborhood Services Coordinator
position has been further decreased. The position is now funded for only 12
hours per creek.
The parking enforcement program consists of a Parking Enforcement Officer in
the Police Department that is currently funded 20 hours per week. The focus of
the program is primarily limited to enforcement of parking time limits in the
Village, 2 -hour citywide parking limits, high school and adjacent neighborhood
parking, and response to other miscellaneous parking complaints that are
received.
ANALYSIS of ISSUES*
A number of issues currently exist that have both resulted in problems that need
to be addressed, as well as potential opportunities to restructure and improve
these programs. The neighborhood Services position has been vacant since
February 2010 and the position can no longer be filled by a Firefighter Reserve
since the Fire Division is now a separate agency under the Five Cities Fire Joint
Powers Authority. It was unlikely another Firefighter Deserve would have been
available and interested in performing this function anyway. As a result, Building
Life safety Division staff have assumed the responsibilities on an interim basis
while these recommendations could be developed. However, it has impacted
response to complaints given the limited time available by staff to devote to this
Agenda Item 11. b.
Page 2
CITY COUNCIL
CONSIDERATION of MODIFICATIONS To NEIGHBORHOOD SERVICES
PROGRAM
AUGUST 10, 2010
PAGE
function. Given the limited amount of pay and hours, staff has concerns
regarding the ability to recruit and maintain a qualified person for the position.
In the meantime, the Parking Enforcement Officer position has also been vacant
since march 2010. Some of the functions have been performed by Police cadets
on a limited basis.
While both programs have been successful, areas exist that staff believe could
be improved upon. Given the part- time nature of the Neighborhood Services
Coordinator, complainants are often required to leave a message and wait for a
return call from the Coordinator on the days he /she is on duty. Given the number
of existing code violations, staff also believes it would be beneficial to increase
the level of proactive enforcement. Mean while, since the Parking Enforcement
Officer has traditionally worked -hour shifts, it is difficult for him/her to identify
violations of the 3 -hour parking limits in the pillage. By the time he /she marks
the vehicles and returns, the shift is almost completed.
The program is recommended to continue to operate under a team approach.
The following recommendations have been developed to increase service in the
most cost efficient way.
The Planning Manager will be assigned the function of overall coordinator of
the Neighborhood Services Program. His /her responsibility will be to
schedule and chair the monthly inter - departmental coordination meetings
and address problems that occur.
Complaints will be received by the two Community Development
Department Office Assistants. One position is currently funded for 32 hours
per week and the other is funded for 20 hours per creek. in order to handle
this additional workload, it is recommended to increase the hours of the
second position to 32 hours per week. Alternatively, some of the hours may
be assigned to the Intern position. These positions will enter the complaint
into a new automated system that is under development, which will track the
complaints. They will be responsible for sending violation notices to the
property owner and/or resident involved in the violation.
0 The Neighborhood services Coordinator position will be eliminated.
The Parking Enforcement Officer position will be changed to a
Neighborhood Services Technician and hours will be increased to 32 hours
per creek. This position will be responsible for all field work related to the
[Neighborhood Services Program. The title is intended to be consistent with
the Support Services Technician used for office personnel. Complaints will
Agenda Item 11. b.
Page 3
CITY COUNCIL
CONSIDERATION OF MODIFICATIONS TO NEIGHBORHOOD SERVICES
PROGRAM
AUGUST 10, 2010
PAGE 4
be forwarded from the Office Assistants to the Neighborhood Services
Technician for inspection and he /she will report back to the Office
Assistants, who will enter the results into the tracking system for appropriate
correspondence. The Neighborhood Services Technician will begin each
shift with parking inspections, followed by code enforcement complaints and
proactive enforcement, and then will return for follow -up parking
enforcement and issuance of citations. Code enforcement citations will also
be issued by the Neighborhood services Technician with the approval and
oversight of the Police Chief and/or Commander.
Follo w-up to violations will be
Zoning Code violations
■ Building Code violations
■ Vehicle violations
■ Illegal temporary signs
■ Yard maintenance
■ Miscellaneous
assigned to the appropriate staff as follows:
Planning Division staff
Building & Life Safety Division staff
Neighborhood Services Technician
Neighborhood Services Technician
Neighborhood Services Technician
Neighborhood services Technician
The following violations would be enforced on a proactive basis;
■ Illegal temporary signs
■ Illegal garage conversions and secondary units
■ Other violations of a flagrant nature
ALTERNATIVES:
The following alternatives are provided for the Council's consideration:
- Approve staffs recommendations;
Maintain the current part -tune Parking Enforcement Officer and
Neighborhood Services Coordinator as separate positions and
programs;
-
Reduce enforcement and continue to perform with existing staff:
- Provide staff with other direction.
ADVAN TAGES:
The recommendations will enhance the responsiveness and results of the
Neighborhood Services Program at minimal cost. It will increase the availability
of staff to immediately respond to calls, will increase the amount of field
inspection and patrol time devoted to detecting and responding to violations, and
will increase the ability to identify and cite parking violations. It will maintain the
integrated and personalized approach of the Neighborhood Services program,
while also maintaining the ability to have field work performed by a uniformed
public safety employee.
Agenda Item 11. b.
Page 4
CITY COUNCIL
CONSIDERATION OF MODIFICATIONS TO NEIGHBORHOOD ORHOOD SERVICES
PROGRAM
AUGUST 10, 201
PAGE 5
DISADVANTAGES
Despite the positive changes, staff time dedicated to the program will continue to
be limited and may not provide for the level Of code enforcement activity some
may expect Or desire. Use Of part -time staff will likely continue to result in
frequent employee turnover. Despite the additional hours, it will also impact the
ability Of the Office Assistants and Planning Manager to perform Other necessary
functions.
ENVIRONMENTAL REVIEW:
O environmental review is required for this item.
PUBLIC NOTIFICATION 1 A l COMMENTS:
The agenda was posted in front Of City Hall on Thursday, August 5, 2010 and on
the City's website On Friday, August 6, 2010.
Agenda Item 11. b.
Page 5
RESOLUTION N.
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF ARROYO
GRANDE E ADOPTING A JOB DESCRIPTION N AND ESTABLISHING A
PAY RATE FOR THE NEIGHBORHOOD SERVICES TECHNICIAN
POSITION
WHEREAS, EAS, the part -time positions of Neighborhood Services Coordinator and Parking
Enforcement Officer were vacated by employee resignations in February and March,
2010 respectively; and
WHEREAS, EAS, the City Council o the City of Arroyo Grande "City" deems it in the best
interest of the City to consolidate the two positions into one position, Neighborhood
Services Technician assigned to the Police Department; and
WHEREAS, S, the City Council of the City of Arroyo Grande "City" deems it in the best
interest of the City to establish a job description for the position of Neighborhood
Services Technician, a copy of which is attached hereto as Exhibit "A" and incorporated
herein by this reference; and
WHEREAS, the City Council of the City of Arroyo Grande "city" deems it in the best
interest of the City to establish a pay rate for the position of Neighborhood Services
Technician. This position will be placed on the part -time employee salary schedule.
NOW, THEREFORE BE IT RESOLVED LED by the City Council of the city of Arroyo
Grande that the position of Neighborhood Services Technician is hereby established to
perform the duties and responsibilities set forth 'in the job description so attached as
Exhibit " ", The part -tire position of Neighborhood Service Technician shall receive
the rate of pay as follows:
P H RATE
Neighborhood Services Technician $18.50
This Resolution shall become effective as of August 11, 2010.
Agenda Item 11. b.
Page 6
RESOLUTION N .
PAGE
On motion of Council Member , seconded by Council Member
, and on the following roll call Grote, to it:
AYES:
NOES:
ABSENT,
the foregoing Resolution eras passed and adopted this day of
} 2010.
Agenda Item 11. b.
Page 7
RESOLUTION ISO.
PACE
TONY FERRARA, MAYOR
ATTEST:
KELLY WETMORE, CITY CLERK
APPROVED AS TO CONTENT:
T:
STEVEN ADAMS, CITY MANAGER
APPROVED AS TO FORM:
DAVID H. HIRSCH, ASST. CITY ATTORNEY
Agenda Item 11. b.
Page 8
EXHIBIT "A7#
CITY of ARROYO GRANDE
NEIGHBORHOOD SERVICES TECHNICIAN
(PART - TIME)
Class specifications are intended to present a descriptive list of the range of dirties performed by employees in the class.
Specifications are not intended to reflect afl duties performed within the job.
DEFINITION
To perform a wide variety of tasks including but not limited to providing information, educating the
public and conducting appropriate investigations and enforcement of violations generated by
public complaints or observation to ensure compliance with regulations in the Arroyo Grande
Municipal Code AGMC that most directly and seriously affect public welfare, health and safety,
public nuisances and the general quality of life in residential and commercial rcial neighborhoods.
Specific inclusions in the tasks of the position include enforcement of regulations related to
temporary signs and banners; abandoned, junk, or inoperable vehicles; unauthorized living in
recreational vehicles; and grossly unreasonable acurmulations of garbage, trash or any other
material that create an unsafe or unhealthy condition for the neighborhood or the public in
general. Specific exclusions from the tasks of the position include building inspections and
Uniform Building code violations; temporary use permit inspections and issuance; zoning
violations; and fire hazards including but not limited to weed abatement, fuel abatement and
violations of the Uniform Fire Code.
To perform a wide variety of tasks including but not limited to pro - active enforcement related to
parking control and parking regulations by issuing warnings and /or parking citations and
performing vehicle abatement including but not limited to -hour and -lour parking violations
as defined by the AGIIC.
To perform specific administrative duties related to the assigned areas of responsibility. Specific
exclusions from the administrative duties of the position include the receipt and recording of
public complaints and the generation of initial written correspondence soliciting voluntary
compliance related to public complaints.
SUPERVISION RECEIVED AND EXERCISED
Receives general supervision from the Support Services Division Police Commander or his /her
designee.
ESSENTIAL FUNCTION STATEI ENT-- Essentla/ and other important responsibilities and duties
may include but are not limited to the following:
Essential Functions:
1. Investigate and respond to complaints from the public and other City departments regarding
AGIIC violations within the defined areas of responsibility by initiating appropriate action to
ensure compliance with the AGM C. Such action may include, but is not limited to
negotiation, education, voluntary compliance, verbal and written wamings, and /or citations.
2. Provide information and respond to questions and inquiries from the public and violators by
telephone, written correspondence and in person regarding the AGMC and AG MC violations
within the defined areas of responsibility.
3. Assist Police Department and other City department staff on an as assigned basis to resolve
AGMC violations within the defined areas of responsibility through voluntary compliance by
violators achieved through negotiation and education.
Reprised 07/31110 Agenda Item 11. b.
Page 9
CITY OF ARROYO GRANDE
Neighborhood Services Technician (Part-Time) (Continued
Page
4. Patrol City streets on foot, bicycle or in a vehicle to observe and appropriately respond to
AGIVIC violations within the defined areas of responsibility.
5. Research regulations and prepare and maintain appropriate records /documentation and
information including but not limited to photographs, notes for future inspections, the
collection of appropriate physical evidence and statements, the issuance of citations and/or
subsequent litigation involving AGIVIC violations within the defined areas of responsibility that
cannot be resolved by alternative measures; appear in court and/or administrative trative hearings to
provide factual information ation regarding contested citations.
6 Observe and /or ;nark vehicles and determine conformity with applicable parking regulations;
issue warnings and /or citations as appropriate for violations of parking regulations, laws, or
ordinances.
7. Locate abandoned vehicles on public property and public right-of-ways including but not
limited to -hour and 2 -hour parking violations as defined by the AGMC by reviewing
reports and citizen complaints and through pro - active patrol activities; confirm through
inspection or inquiry whether or not the vehicles are abandoned; mark vehicles and
pavement to corroborate abandoned condition of vehicles; leave written warnings on vehicles
confirmed to be abandoned; notify last registered owner of a confirmed abandoned vehicle of
imminent towing; arrange for vehicles confirmed as abandoned to be towed as appropriate;
issue citations for violations of applicable parking regulations, laws, or ordinances related to
vehicle abandonment.
8. Maintain logs and /or appropriate written documentations and records related to statistics and
job activities.
g. Observe and report to a designated supervisor the need for maintenance or corrective work
by the City related to curb painting, stenciling, and/or vegetation trimming to maintain or
improve parking control.
10. Enforce City and Arroyo Grande High School parking regulations on high school property as
appropriate.
11. Issue and monitor parking permits issued to City residents.
12. Prepare follow -up correspondence to complainants and violators.
13. Perform the duties of the Child Passenger Safety technician including but not limited to
responsibility for verification of proper installation of child safety seats as requested;
facilitation and coordination of regular child safety seat events to promote the proper
installation and use of child safety seats; public education on the importance of the proper
installation and use of child safety seats; and maintenance of appropriate and current
certification as a Child Passenger Safety technician.
14. Input and retrieve information related to job activities using a computer.
15. Participate in training exercises and classes as directed.
16. Perform related duties and responsibilities as required by the Police chief, Police
Commander, Police Sergeant, and /or Senior Police Officer to meet the needs of the Police
Department and the community.
17. Carry out duties and responsibilities in compliance with appropriate federal, start, county,
City laws and ordinances and City personnel rules without bias, favoritism, or prejudice.
Remised 08110 Agenda Item 11. b.
Page 10
CITY of ARROYO GRANDE
Neighborhood services Technician (Part- Tune) (Continued)
Page
18. Responsible for self - compliance and accountability with Police Department regulations,
policies and procedures.
19. Accept responsibility and exercise reasonably appropriate discretion in matters not
specifically defined or described in the Police Department regulations, policies, procedures,
and job description.
20. consistently demonstrate exemplary courtesy, initiative, diligence, tact, diplomacy,
truthfulness, attention to duty, and observance of proper personal discipline in accordance
with Police Department standards during all interactions with members of the public, -
workers, other city department staff, outside agencies and all those contacted in the course
of the performance of duties.
QUALIFICATIONS
Knowledue of:
1. Basic verbal and written English language and grammar to be able to reasonably
communicate information with the public and /or complete relevant written documentation
required by job activities.
2. Basic principles of effective customer service.
3. Basic principles of public relations and dispute resolution /persuasion techniques.
4. Modern office methods, practices and equipment including applicable computer software
applications.
5. Basic record keeping practices.
6. Basic principles and practices of report preparation.
7. Applicable federal, state and local laws, rules, and regulations.
Ability to:
1. Perform a variety of enforcement activities.
2. Enforce AGIVIC violations within the defined areas of responsibility in a professional
manner with tact, firmness as appropriate, and objectivity; evaluate reason(s) for such
violations to determine the most reasonably appropriate response /enforcement.
8. Listen to and comprehend complaints about A IIIIC violations within the defined areas of
responsibility.
4. Explain information about AGllc violations within the defined areas of responsibility to
the public in a manner that can be reasonably comprehended including situations in
which an individual may be upset and /or argumentative.
5. Effectively and courteously interact with and respond to people in conflict or stressful
situations.
6. Communicate clearly and concisely, both orally and in writing.
7. Read, comprehend, interpret, and apply city laws, rules, regulations, and Department
procedures related to AGMC violations within the defined areas of responsibility.
8. Comprehend and follow written and verbal instructions Including but not limited to those
related to A IVIC violations within the defined areas of responsibility.
g. Exercise sound and reasonable independent judgment within established guidelines and
make immediate and sometimes critical decisions related to enforcement independently
or with minimal direct supervision.
10. Learn the geography of the city.
11. Learn police radio communication procedures.
12. operate a motor vehicle with reasonable safety.
13. Maintain accurate records and prepare reports including electronic computer entries.
14. Testify in court and/or administrative hearings to provide factual information regarding
contested AG[ le violations within the defined areas of responsibility.
15. Recognize and respect limits of authority and job responsibility.
16. Work flexible hours including evening and weekends as reasonably necessary.
Revised 08/10 Agenda Item 11. b.
Page 11
CITY OF ARROYO GRADE
Neighborhood services Technician (Part - Tire) orrdnued
Page
17. Establish and maintain effective and cooperative working relationships with those
contacted in the course of work.
18. Maintain effective audio - visual discrimination and perception needed for making
observations, communicating with others, reading, writing and operating assigned
equipment.
19. Maintain physical condition appropriate to the performance of assigned duties and
responsibilities.
EXPERIENCE AND TRAINING GUIDELINE
Any combination of experience and training that would provide the required knowledge and
abilities is qualifying. A typical way to obtain the knowledge and abilities world be:
ERerience:
One 1 year of general work experience involving substantial public contact or work in and/or
with a law enforcement agency.
Trainin ;
Equivalent to completion of the twelfth (12th) grade, e.g. a high school diplomas or a GED.
License or certificate
Possession of or ability to obtain, and maintain a valid California driver's license.
W C
Environmental conditions:
Office /field environment; travel from site to site; exposure to computer screens, noise, dust,
inclement weather conditions; irregular work hogs.
Physical Conditions:
Essential functions require maintaining physical condition necessary for walling or standing for
prolonged periods of time; maintaining a field of vision that enables quick movement while
standing in or near vehicular traffic to avoid being struck by a vehicle; moderate or light lifting or
carrying; frequent standing or walking; kneeling, stooping, or repeated bending; and operating
motorized vehicles.
Revised 08110 Agenda Item 11. b .
Page 12