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ORIGINAL
CITY OF SAN BERNARDINO - REQUEST FOR COUNCIL ACTION
Dept: City Manager's Office
Subject: RESOLUTION AUTHORIZING THE
MAYOR TO EXECUTE A COOPERATIVE
AGREEMENT WITH SOUTHERN CALIFORNIA
ASSOCIATION OF GOVERNMENTS (SCAG)
ESTABLISHING THE CITY OF SAN
BERNARDINO AS A COMPASS 2% STRATEGY
DEMONSTRATION COMMUNITY, AND
AUTHORIZING THE CITY MANAGER TO
EXECUTE GRANT DOCUMENTS
From: Fred Wilson, City Manager
Date: June 7,2006
MICC Meeting Date: June 19, 2006
Synopsis of Previous Council Action:
Recommended Motion:
Adopt resolution.
Contact person: Lori Sassoon
Phone:
5122
Supporting data attached: staff report resolution Ward: all
agreement
FUNDING REQUIREMENTS: Amount: none
Source: (Acct. No.)
(Acct. Description)
Finance:
Council Notes:
Reso. ;J-60h-l J~
Wb
Agenda Item No. $-
STAFF REPORT
Subiect:
Resolution authorizing the Mayor to execute a Cooperative Agreement with Southern California
Association of Governments (SCAG) establishing the City of San Bernardino as a Compass 2%
Strategy Demonstration Community, and authorizing the City Manager to execute grant
documents
Backl!round:
Southern California Association of Governments (SCAG) has adopted a regional growth plan
that calls for the southern California area to increasingly rely on land use strategies to manage
growth. SCAG's Compass 2% Strategy serves this purpose, embodying the idea that "small,
incremental, and strategic changes in small parts of the region can yield great beneht to the
Southern California region as a whole as well as to the individual cities". SCAG's analysis
shows that if just 2% of the region's land area can be developed using smart growth strategies,
the region will reap significant economic, mobility, and environmental benefits locally,
subregionally and regionally.
SCAG has offered the opportunity for a community or project to be a showcase Demonstration
Project - one that exemplifies shared principles and goals between the Compass program and a
community's vision. Demonstration Projects will benefit from SCAG staff time, financial
resources, technical assistance, and/or consultant services to promote examples of creative,
forward-thinking, and sustainable development solutions that fit local needs and support shared
regional values.
In December, staff from EDA, Development Services, and SANBAG met with SCAG staff to
discuss a possible demonstration project in the downtown/depot district area. In early January,
the City was informed that SCAG staff was impressed with the City's project and has
recommended designation as a demonstration project.
The Scope of Work, which is attached to the proposed Cooperative Agreement, details the
project. The focus of the project will be to examine transit-oriented design (TOD) at the planned
Omnitrans TransCenter at Rialto/E Street, and along the corridor extending north along E Street
into the downtown area. This will include opportunities and constrains analysis, development of
TOD conceptual designs, visioning workshops, stakeholder meetings, economic development
analysis of selected parcels, and finally a TOD concept plan. The project will also include
economic development analysis to evaluate potential TOD development at the current El Tigre
site across from the Santa Fe Depot. The analysis of the El Tigre site will be completed by early
July, while the remainder ofthe project will be completed over the next six (6) months.
Participation as a Demonstration Community will have a number of benefits for the City.
Through partnership with Omnitrans and San Bernardino Associated Governments (SANBAG),
the planned Rialto/E St. TransCenter is poised to become the major hub of intermodal transit in
the region, with Metrolink, bus service, bus rapid-transit (BRT), and San Bernardino-Redlands
light rail service all converging at the site. By including TOD at the site and along the corridor
to the north, and linking it to the pending development at the Carousel Mall, the City can
capitalize on this unique opportunity to attract further homeownership and commercial
development opportunities to the downtown area.
At the EI Tigre site, the owner is interested in redeveloping the site as a possible location for a
new grocery store and other retail tenants. Because of its location adjacent to the Metrolink
Station and the Depot, the site may be more appropriate for a mixed-use TOO. However, it is
unclear if current market demand will support TOO at the site, and if not, a well-planned
shopping center development may be the best option at this time. The economic development
analysis will assist both the City and the property owner in determining the best use for this
important property.
At the June 18 meeting of the Mayor and Council. SCAG staff will make a presentation
concerning the Compass 2% Strategy and the proposed project in San Bernardino.
Financial impact:
SCAG will pay the entire costs of the consultant's work, using federal grant funds secured for its
regional planning effort. The value of the services provided by SCAG and its consultants is
estimated at approximately $45,000. The City will provide a 20% grant match in the form of in-
kind services.
Recommendation:
Adopt resolution
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RESOLUTION NO.
3 RESOLUTION OF THE MAYOR AND COMMON COUNCIL OF THE CITY
OF SAN BERNARDINO AUTHORIZING THE MAYOR TO EXECUTE A
COOPERATIVE AGREEMENT WITH SOUTHERN CALIFORNIA ASSOCIATION
OF GOVERNMENTS (SCAG) ESTABLISHING THE CITY OF SAN BERNARDINO
5 AS A COMPASS 2% STRATEGY DEMONSTRATION COMMUNITY, AND
AUTHORIZING THE CITY MANAGER TO EXECUTE GRANT DOCUMENTS
6
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WHEREAS, the Southern California Association of Governments' (SCAG) Compass
Growth Vision and 2% Strategy are critical to solving the gro\\1h challenges that
communities in Southern California face; and
WHEREAS, the City of San Bernardino wishes to enter into an agreement with the
SCAG to work collaboratively on as a Compass 2% Demonstration Community; and
WHEREAS, the City of San Bernardino committed to exploring options that will
ensure the timely and realistic implementation of the results of this planning effort;
NOW, THEREFORE, THE MAYOR AND COMMON COUNCIL OF THE CITY OF
SAN BERNARDINO DO ORDAIN AS FOLLOWS:
SECTION 1.
The Mayor of the City of San Bernardino is hereby authorized
15 and directed to execute on behalf of said City an Agreement with Southern California
16 Association of Governments (SCAG), a copy of which is attached hereto, marked Exhibit "A"
17
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and incorporated herein by reference as though fully set forth at length.
SECTION 2.
The City of San Bernardino extends its support to SCAG to
ensure a timely, cooperative, and productive process, resulting in a useful and innovative
20
21 product that addresses the specific needs and desires of our City while implementing the
22 regional Compass Growth Vision.
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SECTION 3.
The City Manager is hereby authorized to execute grant
documents related to the scope of work and the City's related in-kind grant match, as may be
requested by SCAG from time to time.
SECTION 4. The authorization to execute the above referenced agreement is
rescinded if the parties to the agreement fail to execute it within sixty (60) days of the passage
of this resolution.
YLo 'f 8
tp /19/06
1
RESOLUTION OF THE MAYOR AND COMMON COUNCIL OF THE CITY
2 OF SAN BERNARDINO AUTHORIZING THE MAYOR TO EXECUTE A
3 COOPERATIVE AGREEMENT WITH SOUTHERN CALIFORNIA ASSOCIATION
OF GOVERNMENTS (SCAG) ESTABLISHING THE CITY OF SAN BERNARDINO
4 AS A COMPASS 2% STRATEGY DEMONSTRATION COMMUNITY, AND
AUTHORIZING THE CITY MANAGER TO EXECUTE GRANT DOCUMENTS
5
6
7
and Common Council of the City of San Bernardino at a
8
I HEREBY CERTIFY that the foregoing Resolution was duly adopted by the Mayor
meeting thereof, held on the
_ day of
9
10 Council Members:
11 ESTRADA
12
BAXTER
13
14 MCGINNIS
15 DERRY
16 KELLEY
17 JOHNSON
18 MC CAMMACK
19
20
, 2006, by the following vote, to wit:
AYES
NAYS
ABSTAIN ABSENT
21
City Clerk
The foregoing resolution is hereby approved this
22 2006.
23
24
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26 Approved as to
Form:
day of
Patrick J. Morris, Mayor
City of San Bernardino
i
/
COOPERATIVE AGREEMENT
This Agreement is entered into this
day of June 2006, by and bet\\een
Southern California Association of Governments, CSCAG") and the City of San Bernardino
CCITY" or "San Bernardino").
WITNESSETH:
WHEREAS, the City of San Bernardino wishes to enter into an agreement with
SCAG to work collaboratively on a Compass 2% Strategy, with the goal of conducting
transit-oriented development (TOO) concept planning within '/4 mile around the future
TransCenter station area at Rialto and E Street and along the BRT line from Rialto through
the downtown area, as well as economic development analysis for selected parcels/product
types within the study area;
WHEREAS, the City's participation in this important planning effort will benefit its
citizens: and
NOW, THEREFORE, the parties hereto agree as follows:
1. SCOPE OF SERVICES.
a. SCAG agrees to perform the Scope of Work at no cost to the City (i.e., in-kind
services), as set forth in the "Scope of Work," Exhibit A, attached hereto and incorporated by
this reference. The SCAG Project Manager shall coordinate work related to this Project
through the City Project Manager, Lori Sassoon. SCAG shall furnish all technical and
professional services necessary to perform the tasks set forth in this Agreement. The SCAG
Project Manager and staff shall supply resources for this Project as described in the Scope of
Work, and oversee the SCAG Consultant team throughout the duration of the Project. and shall
coordinate with the other project participants.
b. SCAG shall procure a Consultant to assist SCAG in performing the services as
set forth in the Scope of Work, subject to the execution of a valid, enforceable contract between
SCAG and its Consultant. SCAG shall maintain final approval of all Consultant deliverables.
e. The City agrees to provide available information concerning potential
redevelopment sites, and to provide SCAG with staff expertise and resources as needed,
including necessary City data, at no cost to SCAG. As it is understood that SCAG will be
funding this project through the use of federal grant funds, the City further agrees to provide
grant match in the form of in-kind services as described in the sample "Match Commitment
Letter", Exhibit B, attached hereto and incorporated herein by this reference.
2. OWNERSHIP OF MATERIALS.
All products, documents, analysis, and materials provided pursuant to the Scope of
Work, shall become thc property of SCAG at completion of the Project.
3. TERM; SEVERABILITY.
The term of this Agreement shall commence on July I, 2006, and terminate on June 30,
2007, unless previously modified, amended, or cancclled by the written mutual consent of the
parties. This Agreement may be tcrminated at any time by thirty (30) days written notice by
either party. In the event a party terminates for cause, it shall provide a reasonable opportunity
for the other party (0 cure prior to termination. The tenns of this contract shall remain in force
unless mutually amended. The duration of this contract may be extended with the written
consent of both parties.
4. LIMIT AnON OF LIABILITY
In no event shall either party be liable to the other party in connection with the
proVISIOn or use of the services for claims, demands, costs or damages arising from or
connected with this Agreement.
2
5. NON-DISCRIMINATION.
In the performance of this Agreement and in the hiring and recruitment of employees,
SCAG shall not discriminate on the basis of race, creed, color, religion, sex. physical handicap,
ethnic background or country of origin.
6. INDEPENDENT CONTRACTOR.
SCAG shall perform work tasks provided by this Agreement but for all intents
and purposes SCAG shall be an independent contractor and not an agent or employee of the
CITY.
7. NOTICES.
Any notice to be given pursuant to this Agreement shall be deposited with the United
Postal Service, postage prepaid and addressed as follows:
TO THE CITY:
City Manager's Office
300 North "0" Street
San Bernardino, CA 924 I 8
Facsimile (909) 384-5138
TO SCAG:
Wayne Moore, Chief Financial Officer
Southern California Association of Governments
818 W. Seventh Street, 12th Floor (Main Office)
Los Angeles, CA 90017
Facsimile (213) 236-1825
8. ASSIGNMENT
SCAG shall not voluntarily or by operation of law assign, transfer, sublet or encumber
all or any part of the SCAG's interest in this Agreement without CITY's prior written consent.
Any attempted assignment, transfer, subletting or encumbrance shall be void and shall
constitute a breach of this Agreement and cause for the termination of this Agreement.
Regardless of CITY's consent, no subletting or assignment shall release SCAG of SCAG's
o
-'
obligation to perform all other obligations to be performed by SCAG hereunder for the term of
this agreement.
9. GOVER:'iING LAW
This guarantee shall be governed by and construed and interpreted in accordance with
the laws of the State of California without regard to principles of conflicts oflaw.
10. VENUE
The parties hereto agree that all actions or proceedings arising in connection with this
Agreement shall be tried and litigated either in thc State courts located in the County of Los
Angeles, State of California or the U.S. District Court for the Central District of California
The aforementioned choice of venue is intended by the parties to be the mandatory and not
permissive in nature.
1/1
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COOPERATIVE AGREEMENT
IN WITNESS THEREOF, the parties hereto have executed this Agreement on the day
and date firs! above written.
Date: June
.2006
Southern California Association of
Governments
By:
Mark Pisano
Executi ve Director
Date: June
,2006
City of San Bernardino
By:
Patrick .I. Morris, Mayor
ATTEST:
Rachel Clark, City Clerk
APPROVED AS TO FORM:
Approved as to Legal Form:
James F. Penman, City Attorney
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By:
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,
Karen L. Taehiki
Chief Counsel/Legal Services Director
SCAG
5
....
...
Exhibit A
...
MEMORANDUM
To:
FROM:
SUBJECT:
DATE:
LORI S.-ISSOON, ..\"1"".'''" CIIT ~L-IN..\GER
K-IRE" GULLEY .-IND COLIN DRCKKER, TilE PL.-I0iNI"G CENTER
PROPOSED WORK PROGR..\M
JUNE 9, 2006
Based on a series of discussions with City staff, we have prepared a revised draft work program for the
proposed 2% Demonstration Project with the City of San Bernardino. In general, the services will
focus on TOO concept planning within ';' mile around the future metrolink station area at Rialto and E
Street, as well as along the BRT line from Rialto through the downtown area. In addition certain
parcels within the downtown area will be analyzed using the Economic Development Analysis.
The next step in the process is coordinating with SCAG on the Memorandum of Understanding
required to begin work on the tasks.
I. TOD Vision and Conceptual Plan for "E" Street Station - This future transitcenter will
connect Omnitrans bus service with Metrolink and is also envisioned as a future node for Omnitrans'
BRT service that runs through the City. This station will become a new hub of activity in the San
Bernardino Valley and there is enormous opportunity for transit-supportive development around this
station. This task would involve a transit village planning/design effort within a y,. mile radius around
the station area, extending along the BRT route in the downtown area, and would consist of:
. Opportunities and Constraints Analysis - based upon the background information provided by
the City, as well as the transit agencies, we will identify the major pertinent issues associated
with TOO planning within and adjacent to the study area. This will include a halt~day meeting
with City staff to discuss and map the opportunities and constraints. Key City staff will need to
attend the meeting so that we can efficiently collect the relevant information. A summary
memo of the key findings/considerations will be prepared, as well as an Opportunities and
Constraints exhibit(s).
. TOO Conceptual Designs - Based upon the opportunities and constraints analysis and any
recent, existing market demand information, we will prepare schematic design concepts for the
study area. The concepts will focus on land use, circulation, pedestrian connectivity, potential
product types, and other urban elements intended to support transit use for both Metrolink and
BRT. We will evaluate pedestrian linkages within the area, BRT services that provide
meaningful support for metrolink commuters, and new development types that are desirable for
this area.
. Visioning Workshops -In coordination with the City, we will conduct two visioning
workshops. The first is expected to be key landowners and other stakeholders. This type of
outreach may take the form of a series of small group meetings with selected stakeholders. A
second workshop is will be conducted with City officials. The purpose of the meeting is to
obtain input on TOO planning and development concepts through a Transit Village Preference
Survey, as well input on issues to be considered in the planning process. A range of residential
and mixed-use development types will be explored with officials to create a catalog of
~OuHIU {A"f~.~'~
818 \Vest Seventh Street, 12th Floor, Los A.ngeles, C;\ 90017
Phone (80m 337-4819
ll1fo@socalcompass,org / W\vw.socalcompass.org
i\ prolect of tht: Southnn California Associ:ltioll of (~()\'elllmcI11s
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....SSOC1ATIONOI
C;OVUINMEHTS
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desired/successful prototypes for use by the City. We also recommend the creation of two to
three photo simulations for select locations in thc study area that would depict potential future
conditions based on tbe market analysis. Depending on the timing of the workshops, it may be
desirable to obtain comments on the draft alternative concept plans. Advertising and logistics
associated with the workshop will be provided by the City. A summary memo of the input
received and a draft consensus vision for the study area will be prepared.
. Stakeholder Meetings ~ Up to two meetings with City will be conducted during this process to
obtain comments at key intervals.
. TOO Plan Refinement and Implementation Strategy - The concept plans will be refined into a
preferred TOO Concept Plan. The final product will include a series of exhibits and supporting
text/statistics illustrating the vision. This document will also identify the next steps associated
with implementation, as well as the parties responsible.
2. Economic Development Analysis - An Economic Development Analysis will be conducted
for selected parcels/product types within the study area. These parcels are the priority areas defined by
staff, such as the Food 4 Less site north of the future station area, potential joint use parcels identified
for station facilities, and a large parcel across from the historic Santa Fe Depot Station.
An Economic Development Analysis provides decision makers with the requisite information to make
informed land use policy decisions. The methodology assesses the financial feasibility of site specific
developments. Pro-Forma analyses are tailored to the constraints of individual sites and decided upon
mixes of uses to determine whether a proposed project or prototype development lies in the red or
black. A total of two (2) sites will be analyzed for the proposed 2% Demonstration Project.
The Pro-Forma analysis models developer costs, revenues, and expected returns to provide such
evidence. In so doing the model is specific to the intricacies of the proposed development. For example
the model considers the amounts of below and above grade parking, the amounts of residential space
versus retail space, and the variable costs and market prices these uses generate. Moreover, the analysis
is framed by the existing regulations to show what financial feasibility looks like at a baseline level, and
what feasibility would look like with adjustments to policy - particularly parking, density, Iieight and
setback requirements.
Typically three conditions are analyzed per site - development of the site under existing zoning
regulations or tlie proposed project, followed by two land use mix scenarios that vary from this
baseline. This offers insight as to the extent of policy change that would be needed to achieve financial
feasibility. In this way decision makers are able to assess a development and/or policy, consider its
financial feasibility as it is proposed, and suggest informed modifications that would better serve the
public interest. As a final deliverable a brief 5-10 page synopsis of findings will be provided as well as
visual charts and graphs illustrating the decided upon mix of land uses we modeled and the subsequent
financial returns for each scenario.
SOOT~EtM o."~.~""
818 \Vest Se\Tenth Street, 12th Floor, Los Angeles, C;\. 90017
Phone, (800) 337-4819
mfo@soca1compass.org / \,\,TW\v.socalcompass.org
A projtct of the Snuthtrn Callfornia ,\~SOci;ltion of Govt:rnmcnts
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ASSO(IATlOltcf
GOVERNMENTS
Exhibit B
.2006
SAMPLE
Southern California
Association of Governments
818 West Seventh Street, 12th Floor
Los Angeles. CA 90017-3435
Attn: Lambertus Becker, Interim CFO
Rc: SCAG Compass Blueprint Match Commitment
Dear Mr. Becker:
,
The City of San Bernardino agrees to provide local. in-kind match to the SCAG Compass
Blueprint grant project. This project is funded by the Caltrans Regional Blueprint
Planning Grant, competitively awarded by Caltrans to SCAG, and requires cash and/or
in-kind match financed with non-Federal funds. As a result of the grant and in reliance
upon the City's commitments as outlincd in this letter, SCAG intends to conduct this
project according to the Scope of Work detailed in thc approved grant application and
SCAG's Overall Work Program (OWP). Any consultant services included in the
approved grant Scope shall be selected through SCAG's competitive contracting process.
This letter serves as the City's commitment to provide $11,250 in-kind staff services for
the project as outlined in thc attached Scope of Work and Line Item Budget (attached as
Exhibits A and B, respectively).
The City agrees to adhere to SCAG's In-Kind Match requirements (attached as Exhibit
C), and/or provide cash match, and understands that SCAG shall not pay consultant or
other invoices for this Project until such time that SCAG receives the In-Kind Match
Reports (and/or cash match).
If you have any questions, please contact me at (909) 384-5122.
Sincerely
Fred Wilson
City Manager
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** FOR OFFICE USE ONLY - NOT A PUBLIC DOCUMENT **
RESOLUTION AGENDA ITEM TRACKING FORM
Meeting Date (Date Adopted): ~ Item # Lf8 . Resolution # ~b - :l3d---
Vote: Ayes\)~~ V) i:)' Nays~ Abstain~ Absent lo
Change to motion to amend original documents 0/ Companion Resolutions
Null/VoidAfter: ~O days/~
Resolution # On Attachme~ Note on Resolution of attachment stored separately: 0
PUBLISH 0 POST 0 RECORD W/COUNTY 0 By:
Date Sent to Mayor: (p I 00
Date of Mayor's Signature: ~
Date ofClerklCDC Signature: ~
Reso. Log Updated: fti
Seal Impressed: ;g
Reso. # on StaffReport~
Date Memo/Letter Sent for Signature:
1" Reminder Letter Sent:
!0-.1<6 - Dlo
Date Returned:
if - J7 - /)~
Not Returned: 0
2'd Reminder Letter Sent:
Request for Council Action & Staff Report Attached:
Updated Prior Resolutions (Other Than Below):
Updated CITY Personnel Folders (6413, 6429, 6433,10584,10585,12634):
Updated CDC Personnel Folders (5557):
Updated Traffic Folders (3985,8234,655,92-389):
Yes No By_
Yes No By_
Yes No By_
Yes No By_
Yes No By_
Copies Distributed to:
Animal Control
City Administrator
City Attorney
Code Compliance
Development Services
Others:
o
~~'li
~f\Cv
o
o
EDA
o
Information Services
o
o
o
D
o
Facilities
D ,~. Parks & Recreation
~O'-Police Department
D Public Services
o Water Department
Finance
Fire Department
Human Resources
Notes:
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'11JrJ711j- - :J J -1 <',)3(0 -I KJS;
Ready to FIle:
Date:
Revised 12/18/03
OFFICE OF THE CITY CLERK
RACHEL G. CLARK, C.M.C. . CITY CLERK
300 North "D" Street. San Bernardino' CA 92418-0001
909.384.5002' Fax: 909.384.5158
www.sbcity.org
'"
June 28, 2006
Wayne Moore, Chief Financial Officer
Southern California Association of Governments
818 W. Seventh Street, 12th Floor (Main Office)
Los Angeles, CA 90017
Dear Mr. Moore:
At the Mayor and Common Council meeting of June 19, 2006, the City of San Bernardino
adopted Resolution 2006-232 - Resolution authorizing the Mayor to execute a cooperative
agreement with Southern California Association of Governments (SCAG) establishing the City of
San Bernardino as a Compass 2% Strategy Demonstration Community, and authorizing the City
Manager to execute grant documents.
Enclosed are one (1) original Cooperative Agreement and two (2) duplicate original Cooperative
Agreements, to be executed by Mark Pisano, Executive Director. Please have the agreements
signed in the appropriate locations and return the fully executed ORIGINAL agreement and one
fully executed duplicate agreement to the City Clerk's Office, Attention: Dodie Otterbein, P.O.
Box 1318, San Bernardino, CA 92402, as soon as possible. Please retain an executed copy of the
agreement for your records.
Please be advised that the resolution and agreement will be null and void if not executed
within sixty (60) days or by Friday, August 18, 2006.
If you have any questions, please do not hesitate to contact Dodie Otterbein, Records
Management Coordinator at (909)384-5002.
Sincerely,
~~
Dodie Otterbein
Records Management Coordinator
Enclosure
CITY OF SAN BERNARDINO
ADOPTED SHARED VALUES: Integrity' Accountability' Respect for Human Dignity' Honesty
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CITY OF SAN BERNARDINO
Interoffice Memorandum
CITY CLERK'S OFFICE
Records and Information Management (RIM) Program
DATE:
August 17,2006
TO:
Lori Sassoon, Assistant City Manager
City Manager's Office
Dodie Otterbein, Records Management Coordinato~
FROM:
RE:
Duplicate Signed Agreement
Please find enclosed one duplicate original executed copy of the agreement attached to
Resolution No. 2006-232, authorizing the Mayor to execute a Cooperative Agreement with
Southern California Association of Governments (SCAG) establishing the City of San
Bernardino as a Compass 2% Strategy Demonstration Community, and authorizing the City
Manager to execute grant documents.
If you have any questions, please call Dodie Otterbein at ex!. 3215.