HomeMy WebLinkAbout2006-299
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RESOLUTION NO. 2006-299
RESOLUTION OF THE MAYOR AND COMMON COUNCIL OF THE
CITY OF SAN BERNARDINO APPROVING A CERTAIN
MEMORANDUM OF UNDERSTANDING IN CONNECTION WITH AN
APPLICATION TO THE STATE OF CALIFORNIA FOR THE
DESIGNATION OF AN ENTERPRISE ZONE WITHIN A PORTION OF
ITS TERRITORIAL JURISDICTION
Whereas, the City of San Bernardino (the "City") by the adoption of this Resolution hereby
authorizes the preparation and submittal of a formal Application to the State of California,
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Department of Housing and Community Development, for the designation of an Enterprise Zone
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in participation with the Inland Valley Development Agency, the County of San Bernardino and
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the City of Colton for the approximately 25,776-acre area as illustrated on and further described in
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the Exhibit "A" as attached hereto together with the map of the proposed Enterprise Zone (such
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area is referred to herein as the "Application Area"); and
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Whereas, the Application Area is an economically depressed, blighted
commercial/industrial and residential area characterized by chronically high levels of
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17 unemployment which is in need of an Enterprise Zone designation in order to attract new private
18 sector investment to such Application Area; and
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Whereas, the City authorizes and supports job development, job creation and economic
21 development, and the City has determined that the designation as an Enterprise Zone would make
22 available a range of State of California tax and employment hiring tax credits that would create
23 incentives for businesses to invest in new or upgraded facilities and to establish new employment
24 opportunities within the Application Area for the benefit of the region; and
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26 Whereas, the City by the adoption of this Resolution authorizes the staff of the City to be
27 available on an as-needed basis to maintain record keeping, monthly updates on the proposed
28 Enterprise Zone activities, and to discuss these activities with program auditors and
2006-299
1 representatives and administrators from the State of California as part of the Application process
2 for the Application Area; and
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4 Whereas, the City shall develop a self-evaluation process to measure progress in meeting
5 the goals and objectives to be established for the Enterprise Zone, and said process shall be
6 submitted to the State of California, Department of Housing and Community Development, for
7 review, approval and inclusion in the Memorandum of Understanding ("MOU") in the form as
8 attached hereto as Exhibit "B" as a subsequent amendment thereto prior to the final designation of
9 an Enterprise Zone by the State of California; and
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11 Whereas, the City agrees to complete all actions to be stated within the Application that
12 apply to its territorial jurisdiction included with the Application Area should the proposed
13 Enterprise Zone be awarded a final designation in accordance with the provisions and limitations
14 provided in the MOU; and
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Whereas, the Mayor's Economic Development Adviser has been designated as the Contact
17 Person for the Enterprise Zone at the address as set forth in the MOU.
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19 NOW, THEREFORE, IT IS HEREBY RESOLVED, DETERMINED AND ORDERED
20 BY THE MAYOR AND COMMON COUNCIL OF THE CITY OF SAN BERNARDINO AS
21 FOLLOWS:
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SECTION I. The City hereby approves the intent to submit the Application to the State of
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California, Department of Housing and Community Development, and supports the Application
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for the designation of the Application Area as an Enterprise Zone. The City further authorizes the
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inclusion of those portions of the City boundaries which are set forth on Exhibit "A" to be
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4833-3960-5505.1
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2006-299
1 considered in the Application as a portion of the Application Area for purposes of the designation
2 of the Enterprise Zone.
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4 SECTION 2. The City further approves the form ofthe MOU as attached hereto as Exhibit
5 "B" and authorizes the execution thereof by the Mayor to execute and deliver said MOU on behalf
6 of the City simultaneously with the execution and delivery of the MOU by all other parties thereto.
7 The City agrees to adhere to the purposes and intent of the MOU as provided therein subject in all
8 respects to the limitations and the right of withdrawal as specifically provided in the MOU.
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10 The City also authorizes and directs that the staff of the CitylEconomic Development
11 Agency as determined by the Mayor shall be made available in accordance with the provisions of
12 the MOU to assist in the matters identified therein in the preparation of the Application with
13 respect to the Application Area.
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SECTION 3. The City recognizes that until such time as the State of California has
16 officially designated the Application Area for inclusion within an Enterprise Zone, the rights,
17 duties and obligations of the parties to the MOU shall be as set forth therein. Upon the approval
18 of the proposed Enterprise Zone by the State of California, the parties under the MOU will then
19 undertake discussions as to those forms of Enterprise Zone incentives that will be matched by a
20 variety of local government incentives, including reduced permit and processing fees and .
21 streamlined plan review processes and other incentives that may be determined at the sole
22 discretion of each party to the MOD. The parties to the MOU will also seek a variety of local
23 private, non-profit and public organizations with an interest in pledging specific forms of support
24 to implement the Enterprise Zone Marketing Strategy. Nothing contained herein or in the MOU
25 shall bind or commit any party to the MOU to any subsequent actions or financial commitments
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except as may be agreed to at the sole discretion of each party to the MOU at a later date.
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2006-299
1 SECTION 4. This Resolution shall take effect upon its adoption and execution in the
2 manner as required by the City Charter.
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2006-299
1 RESOLUTION OF THE MAYOR AND COMMON COUNCIL OF THE CITY OF SAN
BERNARDINO APPROVING A CERTAIN MEMORANDUM OF UNDERSTANDING IN
2 CONNECTION WITH AN APPLICATION TO THE STATE OF CALIFORNIA FOR
3 THE DESIGNATION OF AN ENTERPRISE ZONE WITHIN A PORTION OF ITS
TERRITORIAL JURISDICTION
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5 I HEREBY CERTIFY that the foregoing Resolution was duly adopted by the Mayor and
6 Common Council of the City of San Bernardino at a j to regular meeting thereof, held on the
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21st day of August
, 2006, by the following vote to wit:
Aves
Navs
Abstain
Absent
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L?~I fJ. ~/
Ra el G. Clark, City Clerk
The foregoing resolution is hereby approved this ;>-:::>-. ~y of August
,2006.
. Morris, Mayo
an Bernardino
Approved as to form:
JAMES F. PENAMN
24 'ty Attorney
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4833-3960-5505.1
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2006-299
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2006-299
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2006-299
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Exhibit "B"
Memorandum of Understanding
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4833-3960-5505.1
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2006-299
MEMORANDUM OF UNDERSTANDING BY AND AMONG
THE CITIES OF COLTON AND SAN BERNARDINO.
THE COUNTY OF SAN BERNARDINO AND
THE INLAND VALLEY DEVELOPMENT AGENCY
THIS Memorandum of Understanding (this "MOU") is dated as of the 22"d day of
August, 2006, and is by and among the City of Colton, a municipal corporation and a general
law city under the laws of the State of California ("Colton"), the City of San Bernardino, a charter
city duly existing pursuant to the Constitution of the State of California ("San Bernardino"), the
County of San Bernardino, a political subdivision of the State of California (the "County"). and
the Inland Valley Development Agency, a joint powers authority existing pursuant to the
Government Code of the State of California (the "IVDA"). Colton, San Bernardino, the County
and the IVDA are sometimes collectively referred to hereinafter as the "Parties."
RECITALS
WHEREAS. the purpose of the State Enterprise Zone program is to stimulate business and
industrial growth in depressed areas of the state by relaxing regulatory controls that impede
private investment and on March 8, 2006, the California State Department of Housing and
Community Development (HCD) issued a Request for Proposals to fill twenty-three (23) soon to
be vacant enterprise zone designations; and
WHEREAS. the Parties have jointly and collectively pursued the preparation of a formal written
application to the State of California, Department of Housing and Community Development
("HCD") for the designation of the properties described herein as the San Bernardino Valley
Enterprise Zone ("Zone") on the attached Exhibit "A" within a State of California approved
Enterprise Zone pursuant to Government Code Section 7070, et seq., and California Code of
Regulations, Title 25, Subchapter 21, Article 1-13; and
WHEREAS. the IVDA exists as a joint powers authority pursuant to Health & Safety Code
Section 33492.40-33492.42, and Government Code Section 6500. et seq., and is comprised of
Colton, San Bernardino, and the County as three of the four members of the IVDA, and
WHEREAS. upon the conditional designation of the Zone by HCD. the IVDA Board of Directors
shall act as the Enterprise Zone Oversight Committee (EZOC); and
WHEREAS. the Parties seek to cooperate in the manner as hereinafter set forth for the mutual
purposes of administration of the Zone, and the parties seek to share certain expenses in
connection therewith through the contribution of cash and the providing of in-kind staff services
in furtherance of the common goal of the Parties as set forth in this MOU; and
2006-299
NOW, THEREFORE, THE PARTIES MUTUALLY DECLARE THEIR INTENT AS OF THE DATE
HERETO, AND SUBJECT TO THE PROVISIONS HEREOF, TO BE AS SET FORTH HEREIN:
I. Definitions
A. CAEZ - California Association of Enterprise Zones
B. EDA - Econornic Development Agency of the County of San Bernardino.
C. EZOC - the Enterprise Zone Oversight Committee that will oversee the
administration and operations of the Zone. The IVDA Board shall sit as
the Enterprise Zone Oversight Committee.
D. HCD - California State Department of Housing and Community
Development.
E. Technical Committee - a committee consisting of the Zone Manager and
Zone Coordinators for the purposes of developing a Strategic Plan,
Marketing Plan, annual budget, and addressing issues and concerns that
may arise needing Zone Oversight Committee direction.
F. Vouchering Agent - the entity designated to process hiring tax certificates
or vouchers (vouchers).
G. Vouchering Plan - the protocols in place to officially voucher qualified
employees.
H. Zone - San Bernardino Valley Enterprise Zone is that as shown on
attached Exhibit "A."
I. Zone Coordinator - the person appointed by each participating
jurisdiction to oversee its respective portion of the Zone.
J. Zone Manager - the person who administers and coordinates joint efforts
of the Zone.
II. Purpose
The purpose of this MOU is to establish and assign the responsibilities of each
jurisdiction in order to successfully and consistently administer and manage the
Zone.
III. Terms
The effective date of this MOU shall commence upon the approval by the official
action of the last Party authorized to execute this MOU by its appropriate
governing body. No Party may terminate their participation in this MOU after the
date that the application has been submitted to the State for designation as an
enterprise zone. Any Party may terminate its participation in this MOU upon
forty-five (45) days' prior written notice to the other Parties if such notice is
delivered prior to the date that an application is submitted to the State for
designation as an enterprise zone. Upon termination of this MOU as to any
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2006-299
Party, the Zone Manager will forward immediately to each jurisdiction that has so
terminated its participation in this MOU all records, files and reports it has
compiled and maintained pursuant to this MOU with respect to such terminating
Party.
This MOU shall automatically terminate and be of no further force or effect upon
the denial by the State of the submitted enterprise zone application or should the
Parties so choose to abandon the application process prior to completion or
submittal to the State. Unless this MOU has been extended by action of the
Parties if allowed by law or if it has been terminated as to all Parties in the
manner as set forth in this Section III, this MOU shall automatically terminate as
of the close of business on the business day which is fifteen (15) years from and
after the date of the final approval by the State of the application for the
enterprise zone designation.
In the event of the early termination of this MOU or upon sunset of the Zone, if
there are any funds left in the budget after all costs have been expensed, funds
shall be returned to each Party based on the percentages that contributions were
made to the budget.
IV. Duties and Responsibilities of the Parties
A. The Parties shall have the following responsibilities:
a. Each Party shall adopt an annual budget. See Attachment "B."
b. The annual budget shall be funded by each Party based upon the
percentage of industrial/commercialland acreage within its jurisdiction
at the time the Zone is designated. See Attachment "C."
c. The Parties will cooperatively market the Zone.
d. San Bernardino County agrees to act as and provide a Zone Manager
in conjunction with its responsibility to provide a Zone Coordinator.
e. The County of San Bernardino agrees to act as the Vouchering Agent
for the SBVEZ.
f. The City of San Bernardino, the City of Colton, and IVDA agree to
provide Zone Coordinators.
B. The Zone Manager shall have the following responsibilities:
a. Conduct meetings with EZOC and technical Committee, at a
minimum, quarterly: February, May, August and October
b. Coordinate maintenance of the Zone list of streets and addresses
c. Coordinate maintenance of the Zone map
d. Coordinate maintenance of Zone databases
e. Implement the Zone's joint marketing plan
f. Implement the Zone's vouchering plan
g. Coordinate management of the Zone budget
h. Coordinate communications between the EZOC and Zone
Coordinators
i. Prepare annual reports and participate in HCD Zone audits
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2006-299
C. The Zone Coordinators shall have the following responsibilities for its
portion of the Zone that is within its jurisdiction:
a. Outreach and education for a specific region in the Zone
b. Update Zone databases for a specific region in the Zone
c. Assist in site selection for a specific region in the Zone
d. Assist public with general information
e. Implement and oversee a marketing plan for a specific region in the
Zone
f. Implement and oversee a strategic plan for a specific region in the
Zone
g. Manage in-house staff resources through ongoing training, gUidance
and assistance
h. Prepare reports, at least quarterly, on activities within the Zone fora
specific region in the Zone
i. Update Zone list of streets and addresses for a specific region in the
Zone
j. Update Zone map for a specific region in the Zone
k. Submit all reporting and information/statistical updates to the Zone
Manager
D. Zone Manager and Coordinators shall have the following responsibilities:
a. Represent the Zone with City, State, and local agencies and
developers
b. Act as Zone liaison with State and local government authorities
c. Travel as necessary to carryout the responsibilities as herein
described
d. Develop Zone databases
e. Develop a Zone marketing plan
f. Develop a Zone strategic plan
g. Participate in organizational memberships
h. Plan the Zone budget
i. Work with CAEZ tracking legislation and educating public officials
regarding the Enterprise Zone Program
E. The Zone Oversight Committee shall have the following responsibilities:
a. Approve the annual budget
b. Approve expenditures over and above the approved budget
c. Approve contracts and RFPs
d. In the case the Zone Manager fails to perform his/her duties to the
satisfaction of the other members of the Zone, by a majority vote of
the EZOC, the Zone Manager can be replaced with a Zone
Coordinator or other Zone member who will perform the duties of the
Zone Manager on either an interim or permanent basis.
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2006-299
V. Indemnification
The Parties each agree to indemnify, defend and hold harmless the other Parties
to this MOU, their authorized officers, employees, agents and volunteers from
any and all claims, actions, losses, damages and/or liability arising out of this
Agreement to the extent such liability, loss, damage and/or liability is caused by
or results from the negligent or intentional acts or omissions of that Party, its
officers, employees, agents and/or volunteers, and for any costs or expenses
incurred by any of the Parties on account of any claim therefore, except where
such indemnification is prohibited by law.
In the event any Party is found to be comparatively at fault for any claim, action,
loss or damage, which results from its respective obligations under this
Agreement, that Party indemnifies the other Parties to the extent of its
comparative fault.
VI. Amendments
This Agreement may be amended at any time by written agreement signed by
the Parties. Such amendments will be binding upon the Parties and will have an
effective date specified in the amendments.
VII. Counteroarts
This Agreement may be executed in counterparts, each of which shall be an
original, but all of which shall constitute one and the same instrument, binding on
all Parties.
VIII. Severabilitv
Should any portion, term, condition or provision of this Agreement be decided by
a court of competent jurisdiction to be illegal or in conflict with any law of the
State of California, or be otherwise rendered unenforceable or ineffectual, the
validity of the remaining portions, terms, conditions and provisions shall not be
affected thereby.
IX. GoverninQ Law
This Agreement shall be construed in accordance with and governed by the laws
of the State of California. This Agreement shall be deemed made and entered
into in San Bernardino County, which shall also be deemed to be the sole and
proper venue for any action or proceedings relating to this Agreement.
X. Authoritv to Execute
Each Party and its respective officers and agents warrant and represent that it
has the full power and authority to execute, deliver, and perform the obligations
under this Agreement and that each Party's performance has been duly
authorized by its respective governing body.
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2006-299
XI. Notices
All notices to be given pursuant to this Agreement shall be in writing and either:
(i) sent by first class mail, in which case notices shall be deemed delivered five
(5) business days after deposit, postage prepaid in the United States mail; (ii)
sent by nationally recognized overnight courier; or (iii) by facsimile (fax), or
similar means, if a copy of the notice is also sent by United States mail, in which
case notice shall be deemed delivered on transmittal by facsimile (fax) or other
similar means provided that a transmission report is generated reflecting the
accurate transmission of the notices to addresses designated in writing by any
party. If specifically authorized herein, some notices may be provided by email
transmission to specifically designated individuals.
Notices shall be delivered to the Parties as follows:
Colton:
Ms. Candace Cassel
Economic Development Director
Economic Development Department
650 North La Cadena
Colton, California 92324
Telephone: (909) 370-5167
Facsimile:
Email: ccasselallcLcolton.ca.us
San Bernardino:
Mr. Emil Marzullo
Economic Development Advisor
Office of the Mayor
City Hall
300 North "D" Street, Sixth Floor
San Bernardino, California 92401
Telephone: (909) 384-5133
Facsimile: (909) 384-5067
Email: Marzullo emallsbcitv.oov
Cou nty:
Ms. Kathleen Robles
County of San Bernardino
215 North "D" Street, Suite 201
San Bernardino, California 92401
Telephone: (909) 387-9837
Facsimile: (909) 387-9830
Email: kroblesalled.sbcountv.oov
IVDA:
Mr. Alex Estrada
Director of Redevelopment
Inland Valley Development Agency
294 Leland Norton Way, Suite 1
San Bernardino, California 92408
Telephone: (909) 382-4100
Facsimile: (909) 382-4106
Email: alexallsbdairport.com
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2006-299
XII. Captions
The captions of this Agreement are for purposes of reference only and shall not
limit or define the meaning of the provisions of this Agreement.
XIII. Waiver
No covenant, term or condition of this Agreement shall be deemed to be waived
by any party unless such waiver is in writing and executed by the party making
the waiver. No waiver of a breach of any of the terms, covenants, or conditions
of this Agreement shall be construed or held to be a waiver of any succeeding or
proceeding breach of the same or any other term, covenant or condition.
XIV. Parties
Nothing in this Agreement, expressed or implied, is intended to confer on any
person other than the Parties or their respective successors and assigns, any
rights or remedies under or by reason of this Agreement. This Agreement shall
be binding upon the Parties and their respective successors and assigns.
XV. Force Maieure
The Parties shall be excused from performance during any period of delay
caused by governmental regulations, controls or directions, a state of
emergency, acts of God, war hostilities, civil commotion, riots, epidemics or other
natural casualties beyond the reasonable control of the Parties. Each party shall
promptly notify the other party of any delay as soon as possible after the delay
has been ascertained.
XVI. Default
Failure or delay by either party to perform any term or provIsion of this
Agreement constitutes a default under this Agreement. The party who so fails or
delays must immediately commence to cure, correct or remedy such failure or
delay, and shall complete such cure, correction or remedy with reasonable
diligence and during any period of curing shall not be in default. The injured
party shall give written notice of default to the party in default, specifying the
default complained of by the injured. If the default is not commenced to be cured
within fifteen (15) days after service of such notice of default and is not cured
promptly in a continuous and diligent manner within a reasonable period of time
after commencement, the defaulting party may be liable for any damages caused
by such default, and the non-defaulting party may commence an action for
damages with respect to such default or for specific performance of this
Agreement.
XVII. Modification in Compliance with Applicable Laws
If any State or Federal law made or enacted after the date of this Agreement
prevents or precludes compliance with one or more provisions of this Agreement,
then the provisions of this Agreement shall, to the extent feasible, be modified or
suspended as may be necessary to comply with such new law. Immediately
after enactment of any such new law, the Parties shall meet and confer in good
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2006-299
faith to determine the feasibility of any such modification or suspension based on
the effect such modification or suspension would have on the purposes and
intent of this Agreement.
XVIII, Construction of Aqreement
The provisions of this Agreement and any exhibits hereto shall be construed as a
whole according to their common meaning and not strictly for or against any
party and consistent with the provisions hereof in order to achieve the objectives
and purpose of the Parties hereunder. Whenever required by the context, the
singular shall include the plural and vice versa, and the masculine gender shall
include all feminine or neutral genders, or vice versa.
XIX. Mitiqation of Damaqes
In all situations arising out of this Agreement, each party shall attempt to
minimize the damages resulting from the conduct of the other party.
XX. Effectuation of Purposes of Aqreement
Each party shall take all necessary measures to effectuate the provisions of this
Agreement. Each party shall do nothing which shall have the effect of injuring
the right of the other party to receive the benefits of this Agreement; each shall
refrain from doing anything which would render its performance under this
Agreement impossible; and each shall do everything which this Agreement
contemplates that such shall do in order to accomplish the objectives and
purposes of this Agreement.
XXI. No Personal Liability
No member, official or employee of the Parties shall be personally liable to the
other Party, or any successor in interest, in the event of any default or breach of
this Agreement or for any amount which may become due hereunder, or on any
obligations under the terms of this Agreement.
XXII. No Personal Interest
No member, official or employee of the Parties shall have any personal interest,
direct or indirect, in this Agreement, nor shall any member, official or employee
participate in any decision relating to the Agreement which affects his or her
personal interests or the interests of any corporation, partnership or association
in which he or she is directly or indirectly interested.
XXIII. Insurance Certificates
Parties agree to provide certificates evidencing its self-insurance coverage to the
Zone Manager.
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2006-299
XXIV. Inteoration
This Agreement constitutes the entire understanding and agreement of the
Parties, integrates all of the terms and conditions mentioned herein or incidental
hereto, and supersedes all negotiations or previous agreements between the
Parties with respect to all or any part of the subject matter hereof.
COUNTY OF SAN BERNARDINO
CITY OF COLTON
By:
By:
Bill POSTMUS, Chairman
Board of Supervisors
Deirdre H. Bennett, Mayor
Dated:
Dated:
SIGNED AND CERTIFIED THAT A COPY
OF THIS DOCUMENT HAS BEEN
DELIVERED TO THE CHAIRMAN OF
THE BOARD
APPROVED AS TO lEGAL FORM
BB&K
City Attorney
DENA M. SMITH
By:
Clerk of the Board of Supervisors of the
County of San Bernardino
Dated:
By:
DENNIS WAGNER
Interim County Counsel
CITY OF SAN BERNARDINO
By:e--~
Patr k J. Morris,
Date: ~fz-y 71 c:
Dated:
APPROVED AS TO lEGAL FORM
APPROVED AS TO FORM:
By:
Deputy County Counsel
JAMES F. PENMAN
City Attorney
Dated:
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2006-299
IVDA
Inland Valley Development Agency,
a joint powers authority
Dated:
By:
Interim Executive Director
ATTEST:
Kelly Berry, Assistant Secretary
Approved As To Form:
By:
IVDA Counsel
Page 10 of 10
County of San Bernardino
CERTIFICATE OF CLERK
AS TO DOCUMENTS AND INSTRUMENTS
STATE OF CALIFORNIA }
} ss.
COUNTY OF SAN BERNARDINO}
I, DENA M. SMITH, Clerk of the Board of Supervisors of the County of
San Bernardino, State of California, hereby certify that the attached copies of the
minutes from the August 22, 2006 Board of Supervisors meeting are full, true and
correct copies of all such records and documents which are in my custody or are
on file in my office, and that I have compared said copies with the originals
thereof.
IN WITNESS WHEREOF, I have hereunto set my hand and affixed the
official seal of said Board of Supervisors this 4th day of December, 2006.
DENA M. SMITH
Clerk of the Board of Supervisors
of the County of San Bernardino,
State of California
By
H:\Forrns\Certificate of Clerk as to Documents & Instruments.doc
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STATE OF CALIFORNIA )
COUNTY OF SAN BERNARDINO) SS
CITY OF SAN BERNARDINO )
I, RACHEL G. CLARK, City Clerk for the City of San Bernardino,
DO HEREBY CERTIFY that the foregoing and attached copy of the City of
San Bernardino signature pages 9 and 10 of Exbibit "A" of Resolution No.
2006-299 signed by Mayor Patrick J. Morris and City Attorney James F.
Penman ONLY, is a true and correct copy ofthat now on file in the Office of
tbe City Clerk.
IN WITNESS WHEREOF, I have hereunto set my hand and affixed
the official seal of the City of San Bernardino this 25th day of August, 2006.
'-12Qr Jtel- .lJ, ('Y/VlR
Rachel G. Clark, City Clerk
~..O~
By: Dodie Otterbein, Deputy City Clerk
XXIV. Inteqration
This Agreement constitutes the entire understanding and agreement of the
Parties, integrates all of the terms and conditions mentioned herein or incidentai
hereto, and supersedes all negotiations or previous agreements between the
Parties with respect to all or any part of the subject matter hereof.
By:
Dated:
SIGNED AND CERTIFIED THAT A COPY
OF THIS DOCUMENT HAS BEEN
DELIVERED TO THE CHAIRMAN OF
THE BOARD
By.
APPROVED AS TO lEGAL FORM
DENNIS WAGNER
Interim County Counsel
By k';~~L~
Deputy y 0 nsel
Dated: 1'-'" ,'t..
CITY OF COLTON
By:
APPROVED AS TO lEGAL f'ORM
BB&K
City Attorney
By:
Dated'
CITY OF SAN BERNARDINO
By:
PPROVED AS TO FORM: .///
JAMES F. PENMAN
City Attorney
Page 9 of 10
XXIV. Inteoration
This Agreement constitutes the entire understanding and agreement of the
Parties, integrates all of the terms and conditions mentioned herein or incidental
hereto. and supersedes all negotiations or previous agreements between the
Parties with respect to all or any part of the subject matter hereof.
COUNTY OF SAN BERNARDINO
. .----
By: ./,:"..,. ",,---
Bill POSTMUS, C fman
Board of Su sors
Dated:
SIGNED AND CERTIFIED THAT A COPY OF THIS DOCUMENT HAS BEEN DELIVERED TO
THE CHAIRMAN OF THE BOARD
DENA M. SMITH
e County of San Bemardino
Clerk of the Board of Supervisors
/
,
DENNIS WAGNER
Interim County Counsel
By:
Dated:
CITY OF COLTON
By:5J~:^kJI~~
Deirdre H~ enne ,Mayor
Dated:
~ /;JL-j-/v6
, ,
APPROVED AS TO LEGAL FORM
BB&K
City Attorney
By:
7Slnlo{.
Dated:
-\~ b \\
CITY OF SAN BERNARDINO ____
,,-/..
By: ~
Patrick J. Morris, MJY0r
,/
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Date: ./
./
~OVED AS TO FORM:
JAMES F. PENMAN
City Attorney
Inland Valley Development Agency
By:
Title:
Date.
XXIV. Intecration
2006-299
This Agreement constitutes the entire understanding and agreement of the
Parties, integrates all of the terms and conditions mentioned herein or incidental
hereto, and supersedes all negotiations or previous agreements between the
Parties with respect to all or any part of the subject matter hereof.
COUNTY OF SAN BERNARDINO
By:
Dated:
GNED AND CERTIFIED THAT A COPY
OF THIS DOCUMENT HAS BEEN
DELIVERED TO THE CHAIRMAN OF
THE BOARD
DENA M SMITH
Clerk of the Board of Supe
County of San Bernardino
By:
APPROVED AS TO lEGAL FORM
By:
DENNIS WAGNER
Interim County cou/
./
/
Deputy C l1ty Counsel
CITY OF COLTON
By:
//
Dated: "./
//
A~'D AS TO lEGAL FORM
BB&K
City Attorney
~
By: /
Dated: ./
/
CITY OF SAN BERNARDINO
By:e:r ---~
Patr k J. Morris,
Date ~(1..y 11 c:
APPROVED AS TO FORM:
JAMES F. PENMAN
City Attorney
Page 9 of 10
2006-299
~/
IVDA /~
/'
/"
/
Inland Valley Development A~RCY,
a joint powers authority /,/
Dated:
By:
"
/,-
InterjJrr'Executive Director
/'
ATTEST:
//
/"
/
Kelly Berry, AsSistant SecretCiry
/
/
Approv.ed As To Form:
/
BY'
I
IVDA Counsel
Page 10 of 10
Dated:
SEAL
ATTEST: ~
By: ~
City CIsrK'
Dated >;/'
~VED AS TO LEGAL /
/;
By: ,.r"''''''-
City ~riey
Dated: /'
/
Dated: dfyJ ~3., 0?c1~C:::
SEAL
ATTEST:
By:
By:
Dated: A"Jvs+:l-.~ :J..tJo~
SAN BERNARDINO
City of San Bernardino, a muni. ~tion
and charter city of the Sta California
-/~
IVDA
Inland Valley Development Agency, a joint powers
authority established under the laws of the State of
California
B~~~
PATRIC J. MOR , -Chair
Page 9 of 9
Dated:
SEAL
ATTEST:
By:
City Clerk
Dated:
APPROVED AS TO LEGAL FORM
By:
City Attorney
Dated:
Dated:
SEAL
ATTEST:
By:
By:
SAN BERNARDINO
City of San Bernardino, a municipal corporation
and charter city of the State of California
By:
IVDA
Inland Valley Development Agency, a joint powers
authority established under the laws of the State of
California
By:
DENNIS HANS
~
-
~~air
~ AI..ll. SSTI'...JL
0, Agency Counsel
Dated: A..,j "c+ ~ 'J.::J..CO t"
Page 9 of 9
1
CITY OF COLTON
2 COUNTY OF SAN BERNARDINO ss.
STATE OF CALIFORNIA
3
4 I, CAROLINA P. BARRERA, City Clerk of the City of
5 Colton, hereby certify:
6
7
8
9
10
11
12
13
14
15
16
17
That attached hereto, to the best of my knowledge is a
full, true and correct copy of: Memorandum of Understanding by and
among the Cities of Colton and San Bernardino, The County of San
Bernardino and the Inland Valley Development Agency as executed by
the City of Colton, and approved by Council on August 15, 2006.
IN WITNESS WHEREOF, I hereunto set my hand and affix
the Seal of the City of Colton this 30th day of August, 2006.
(SEAL)
~~'ffl ~
CAROLINA P. BARRERA
City Clerk
City of Colton, California
18 Subscribed and sworn to before me
on the 30th day of August, 2006.
19
20~~
21
22
23
24
OLIVIA R. FLORES
Chief Deputy City Clerk
25
26
27
28
APPROVED BY
CITY COUNCIL
Date y-15-d1-
Item # I "
MEMORANDUM OF UNDERSTANDING BY AND AMONG
THE CITIES OF COLTON AND SAN BERNARDINO,
THE COUNTY Of SANBERNARDltiOANP
THE INLAND VALLEY DEVELOPMENT AGENCY
THIS Memorandum of Understanding (this "MOU") is dated as of the -15th day of
August. 2006. and is by and among the City of Colton, a municipal corporation and a general
law city under the laws of the State of Califomia ("Colton"). the City of San Bemardino. a
charter city duly existing pursuant to the Constitution of the State of Califomia ("San
Bemardino"). the County of San Bemardino. a political subdivision of the Stale of California (the
"County"). and the Inland Valley Development Agency. a joint powers authority existing
pursuant to the Government Code of the State of California (the "IVDA"). Colton, San
Bernardino, the County and the IVDA are sometimes collectively referred to hereinafter as the
"Parties."
RECITALS
WHEREAS, the purpose of the State Enterprise Zone program is to stimulate business and
industrial growth in depressed areas of the state by relaxing regulatory controls that impede
private investment and on March 8. 2006. the California State Department of Housing and
Community Development (HCD) issued a Request for proposalS to fill twenty-three (23) soon to
be vacant enterprise zone designations; and
WHEREAS, the Parties have joinUy and collectively pursued the preparation of a formal written
application to the State of California. Department of Housing and Community Development
("HCD") for the designation of the properties described herein as the San Bernardino Valley
Enterprise Zone ("Zone") on the attached Exhibit "A" within a State of California approved
Enterprise Zone pursuant to Government Code Section 7070. et seq.. and California Code of
Regulations. Title 25, Subchapter 21. Artide 1-13; and
WHEREAS, the IVDA exists as a joint powers authority pursuant to Health & Safety Code
Section 33492.40-33492.42. and Government Code Section 6500. et seq.. and is comprised of
Colton, San Bernardino. and the County as three of the four members of the IVDA, and
WHEREAS. upon the conditional designation of the Zone by HCD. the IVDA Board of Directors
shall act as the Enterprise Zone Oversight Committee (EZOC); and
WHEREAS. the Parties seek to cooperate in the manner as hereinafter set forth for the mutual
purposes of administration of the Zone. and the parties seek to share certain expenses in
connection therewith through the contribution of cash and the providing of in-kind staff services
in furtherance of the common goal of the Parties as set forth in this MOU; and
Page 1 of 11
NOW, THEREFORE, THE PARTIES MUTUALLY DECLARE THEIR INTENT AS OF THE
DATE HERETO. AND SUBJECT TO THE PROVISIONS HEREOF. TO BE AS SET FORTH
HEREJN:------
I. Definitions
A. CAEZ - California Association of Enterprise Zones
B. EDA - Economic Development Agency of the County of San Bernardino.
C. EZOC - the Enterprise Zone Oversight Committee that will oversee the
administration and operations of the Zone. The IVDA Board shall sit as
the Enterprise Zone Oversight Committee.
D. HCD - California State Department of Housing and Community
Development.
E. Technical Committee - a committee consisting of the Zone Manager and
Zone Coordinators for the purposes of developing a Strategic Plan.
Marketing Plan. annual budget. and addressing issues and concerns that
may arise needing Zone Oversight Committee direction.
Vouchering Agent - the entity designated to process hiring tax
certificates or vouchers (vouchers).
Vouchering Plan - the protocols in place to officially voucher qualified
employees.
F.
G.
H.
I.
J.
II. puroose
Zone _ San Bernardino Valley Enterprise Zone is that as shown on
attached Exhibit. A."
Zone Coordinator - the person appointed by each participating
jurisdiction to oversee its respective portion of the Zone.
Zone Manager - the person who administers and coordinates joint efforts
of the Zone.
The purpose of this MOU is to establish and assign the responsibilities of each
jurisdiction in order to successfully and consistenUy administer and manage the
Zone.
III. Terms
The effective date of this MOU shall commence upon the approval by the official
action of the last Party authorized to execute this MOU by its appropriate
governing body. No Party may terminate their participation in this MOU after the
date that the application has been submitted to the State for designation as an
enterprise zone. Any Party may terminate its participation in this MOU upon
forty-five (45) days' prior written notice to the other Parties if such notice is
delivered prior to the date that an application is submitted to the State for
designation as an enterprise zone. Upon termination of this MOU as to any
Party, the Zone Manager will forward immediately to each jurisdiction that has so
-termiIlatedits .~articipalion~JhisMOU . ~L re~rds, .files_llnd reports it has
compiled and maintained pursuant to this MOU with respect to such terminating
Party.
This MOU shall automatically terminate and be of no further force or effect upon
the denial by the State of the submitted enterprise zone application or should the
Parties so choose to abandon the application process prior to completion or
submittal to the State. Unless this MOU has been extended by action of the
Parties if allowed by law or if it has been terminated as to all Parties in the
manner as set forth in this Section III, this MOU shall automatically terminate as
of the close of business on the business day which is fifteen (15) years from and
after the date of the final approval by the State of the application for the
enterprise zone designation.
In the event of the early termination of this MOU or upon sunset of the Zone, if
there are any funds left in the budget after all costs have been expensed, funds
shall be returned to each Party based on the percentages that contributions were
made to the budget.
IV. Duties and Resoonsibilities of the Parties
A. The Parties shall have the following responsibilities:
a. Each Party shall adopt an annual budget. See Attachment "B."
b. The annual budget shall be funded by each Party based upon the
percentage of industriaVcommercialland acreage within its jurisdiction
at the time the Zone is designated. See Attachment .C."
c. The Parties will cooperatively market the Zone.
d. San Bernardino County agrees to act as and provide a Zone Manager
in conjunction with its responsibility to provide a Zone Coordinator.
e. The County of San Bernardino agrees to act as the Vouchering Agent
for the SBVEZ.
f. The City of SeR Bernardino. thA r:ity nf Cnltnl) and IVDA aaree to
provide Zone Coordinators.
B. The Zone Manager shall have the following responsibilities:
a. Conduct meetings with EZOC and technical Committee, at a
minimum, quarterly: February, May, August and October
b. Coordinate maintenance of the Zone list of streets and addresses
c. Coordinate maintenance of the Zone map
d. Coordinate maintenance of Zone databases
e. Implement the Zone's joint marketing plan
f. Implement the Zone's vouchering plan
g. Coordinate management of the Zone budget
h. Coordinate communications between the EZOC and Zone
Coordinators
i. Prepare annual reports and participate in HCD Zone audits
C. The Zone Coordinators shall have the following responsibilities for its
portion of the Zone that is within its jurisdiction:
a. Outreach and education for a specific region in the Zone
b. Update Zone databases for a specific region in the Zone
c. Assist in site selection for a specific region in the Zone
d. Assist public with general information
e. Implement and oversee a marketing plan for a specific region in the
Zone
f. Implement and oversee a strategic plan for a specific region in the
Zone
g. Manage in-house staff resources through ongoing training, guidance
and assistance
h. Prepare reports, at least quarterly, on activities within the Zone for a
specific region in the Zone
i. Update Zone list of streets and addresses for a specific region in the
Zone
j. Update Zone map for a specific region in the Zone
k. Submit all reporting and information/statistical updates to the Zone
Manager
D. Zone Manager and Coordinators shall have the following responsibilities:
a. Represent the Zone with City, State, and local agencies and
developers
b. Act as Zone liaison with State and local government authorities
c. Travel as necessary to carryout the responsibilities as herein
described
d. DevelOp Zone databases
e. DevelOp a Zone marketing plan
f. Develop a Zone strategic plan
g. Participate in organizational memberships
h. Plan the Zone budget
i. Work with CAEZ tracking legislation and educating public officials
regarding the Enterprise Zone Program
E. The Zone Oversight Committee shall have the following responsibilities:
a. Approve the annual budget
b. Approve expenditures over and above the approved budget
c. Approve contracts and RFPs
d. In the case the Zone Manager fails to perform hislher duties to the
satisfaction of the other members of the Zone, by a majority vote of
the EZOC, the Zone Manager can be replaced with a Zone
Coordinator or other Zone member who will perform the duties of the
Zone Manager on either an interim or permanent basis.
V. Indemnification
The Parties each agree to indemnify, defend and hold harmlesstheuother Parties
to this MOU, their authorized officers, employees, agents and volunteers from
any and all claims, actions, losses, damages and/or liability arising out of this
Agreement to the extent such liability, loss, damage and/or liability is caused by
or results from the negligent or intentional acts or omissions of that Party, its
officers, employees, agents and/or volunteers, and for any costs or expenses
incurred by any of the Parties on account of any claim therefore, except where
such indemnification is prohibited by law.
In the event any Party is found to be comparatively at fault for any claim, action,
loss or damage, which results from its respective obligations under this
Agreement, that Party indemnifies the other Parties to the extent of its
comparative fault.
VI. Amendments
This Agreement may be amended at any time by written agreement signed by
the Parties. Such amendments will be binding upon the Parties and will have an
effective date specified in the amendments.
VII. Counteroarts
This Agreement may be executed in counterparts, each of which shall be an
original, but all of which shall constitute one and the same instrument, binding on
all Parties.
VIII. Severabilitv
Should any portion, term, condition or provision of this Agreement be decided by
a court of competent jurisdiction to be illegal or in conflict with any law of the
State of California, or be otherwise rendered unenforceable or ineffectual, the
validity _of the rem~il!ing portions._terms.-C9!!ditionlUln_d provisions shllll not be
affected thereby. - -' - -_..~_.
IX. Govemina Law
This Agreement shall be construed in accordance with and governed by the laws
of the State of California. This Agreement shall be deemed made and entered
into in San Bernardino County, which shall also be deemed to be the sole and
proper venue for any action or proceedings relating to this Agreement.
X. Authoritv to Execute
Each Party and its respective officers and agents warrant and represent that it
has the full power and authority to execute, deliver. and perform the obligations
under this Agreement and that each Party's performance has been duly
authorized by its respective governing body.
XI. Notices
- -All notices to be given pursuant totllisAgreement shaUJleinwritiog-<!lld either:
(I) sent by first dass mail. in which case notices shall be deemed delivered fIVe
(5) business days after deposit. postage prepaid In the United States mall; (ii)
sent by nationally recognized ovemight courier; or (iii) by facsimile (fax). or
similar means. if a copy of the notice is also sent by United States mail. in which
case notice shall be deemed delivered on transmittal by facsimile (fax) or other
similar means provided that a transmission report is generated reflecting the
accurate transmission of the notices to addresses designated in writing by any
party. If specifically authorized herein. some notices may be provided byemail
transmission to specifically designated individuals.
Notices shall be delivered to the Parties as follows:
Colton: Ms. Candace Cassel
Economic Development Director
Economic Development Department
650 North La Cadena
Colton. California 92324
Telephone: (909) 370-5167
Facsimile:
Email: ccassel@cLcolton.ca.us
San Bernardino: Mr. Emil Marzullo
Economic Development Advisor
Office of the Mayor
City Hall
300 North "0" Street, Sixth Floor
San Bernardino. California 92401
Telephone: (909) 384-5133
Facsimile: (909) 384-5067
Email: Marzullo em@sbcitv.Qov
County:
Ms. Kathleen Robles
County of San Bemardino
215 North "0" Street, Suite 201
San Bernardino. California 92401
Telephone: (909)387-9837
Facsimile: (909) 387-9830
Email: krobles@ed.sbcountv.Qov
IVDA:
Mr. Alex Estrada
Director of Redevelopment
Inland Valley Development Agency
294 Leland Norton Way. Suite 1
San Bernardino. California 92408
Telephone: (909) 382-4100
Facsimile: (909) 382-4106
Email: alex@sbdairoort.com
XII. Caotions
The captions of this Agreement are for purposes of reference only and shall not
limit or define the meaning of the provisions of this Agreement.
XIII. Waiver
No covenant, term or condition of this Agreement shall be deemed to be waived
by any party unless such waiver is in writing and executed by the party making
the waiver. No waiver of a breach of any of the terms, covenants, or conditions
of this Agreement shall be construed or held to be a waiver of any succeeding or
proceeding breach of the same or any other term, covenant or condition.
XIV. Parties
Nothing in this Agreement, expressed or implied, is intended to confer on any
person other than the Parties or their respective successors and assigns, any
rights or remedies under or by reason of this Agreement. This Agreement shall
be binding upon the Parties and their respective successors and assigns.
XV. Force Maieure
The Parties shall be excused from performance during any period of delay
caused by govemmental regulations, controls or directions, a state of
emergency, acts of God, war hostilities, civil commotion, riots. epidemics or other
natural casualties beyond the reasonable control of the Parties. Each party shall
promptly notify the other party of any delay as soon as possible after the delay
has been ascertained.
XVI. Default
Failure or delay by either party to perform any term or prOVISion of this
Agreement constitutes a default under this Agreement The party who so fails or
delays must immediately commence to cure, correct or remedy such failure or
delay, and shall complete such cure. correction or remedy with reasonable
diligence and during any period of curing shall not be In default. The injured
party shall give written notice of default to the party in default, specifying the
default complained of by the injured. If the default is not commenced to be
cured within fifteen (15) days after service of such notice of default and is not
cured promptly in a continuous and diligent manner within a reasonable period of
time after commencement, the defaulting party may be liable for any damages
caused by such default, and the non-defaulting party may commence an action
for damages with respect to such default or for specific performance of this
Agreement.
XVII. Modification in Comoliance with Aoolicable Laws
If any State or Federal law made or enacted after the date of this Agreement
prevents or precludes compliance with one or more provisions of this Agreement,
then the provisions of this Agreement shall, to the extent feasible, be modified or
suspended as may be necessary to comply with such new law. Immediately
after enactment of any such new law, the Parties shall meet and confer In good
faith to determine the feasibility of any such modification or suspension based on
the effect such modification or suspension would have on the purposes and
intent of this Agreement.
XVIII. Construction of Aareement
The provisions of this Agreement and any exhibits hereto shall be construed as a
whole aCCOrding to their common meaning and not strictly for or against any
party and consistent with the provisions hereof in order to achieve the objectives
and purpose of the Parties hereunder. Whenever required by the context, the
singular shall include the plural and vice versa, and the masculine gender shall
include all feminine or neutral genders, or vice versa.
XIX. Miliaation of Damaaes
In all situations arising out of this Agreement, each party shall attempt to
minimize the damages resulting from the conduct of the other party.
XX. Effectuation of Purooses of Aareement
Each party shall take all necessary measures to effectuate the provisions of this
Agreement. Each party shall do nothing which shall have the effect of Injuring
the right of the other party to receive the benefits of this Agreement; each shall
refrain from doing anything which would render its performance under this
Agreement impossible; and each shall do everything which this Agreement
contemplates that such shall do in order to accomplish the objectives and
purposes of this Agreement.
XXI. No Personal Liability
No member, official or employee of the Parties shall be personally liable to the
other Party, or any successor in interest, in the event of any default or breach of
this Agreement or for any amount which may become due hereunder, or on any
obligations under the terms of this Agreement.
XXII. No Personal Interest
No member, official or employee of the Parties shall have any personal interest,
direct or indirect, in this Agreement, nor shall any member, official or employee
participate in any decision relating to the Agreement which affects his or her
personal interests or the interests of any corporation, partnership or association
in which he or she is direcUy or indirecUy interested.
XXIII. Insurance Certificates
Parties agree to provide certificates evidencing its self-insurance coverage to the
Zone Manager.
.
XXIV. Intearation
This Agreementconstitutesil'1e--entira-uRderstal'ldil:lg-and agreement of the
Parties, integrates all of the terms and conditions mentioned herein or incidental
hereto, and supersedes all negotiations or previous agreements between the
Parties with respect to all or any part of the subject matter hereaf.
COUNTY OF SAN BERNARDINO
By:
BILL POSTMUS, Chairman
Board of Supervisors
Dated:
SIGNED AND CERTIFIED THAT A COPY OF THIS DOCUMENT HAS BEEN DELIVERED TO
THE CHAIRMAN OF THE BOARD
DENA M. SMITH
Clerk of the Board of Supervisors of the County of San Bernardino
By:
Dated:
APPROVED AS TO LEGAL FORM
DENNIS WAGNER
Interim County Counsel
By:
Deputy County Counsel
Dated:
CITY OF COLTON
By:5)':^kJI~~~
Deirdre H~ enne . Mayor
,
Dated:
'if /-;1 /~(,
I I
APPROVED AS TO LEGAL FORM
BB&K
City Attorney
By:
1S(7- ~ /0("
Dated:
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CITY OF SAN BERNARDINO
By:
Patrick J. Morris. Mayor
Date:
APPROVED AS TO FORM:
JAMES F. PENMAN
City Attorney
Inland Valley Development Agency
By:
Title:
Date:
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to MOO
IExpen" 1111tY_ 2nd Y_ 3rdY_ r4lh-Y_ 5UI T....
Eilvlronmentallmpact Report 5250.000
lI.rkelIlllI .000 ....IlOO ~.ooo ~.5OO
N_ile oevelopm~nce $12, $4,000 , , .
~oevelopmenl , ~
~res,co) sr. $7,000 $7.000 $7~
$1. $7.000 $1,000 57,000 $1,
rade t 60011'1 ,
Advertiserneent ,000 - 525,000 ' 525,000 $25,000 $25,000
GraphIC ArtISt 5 itl , $5.50( s~
IZOn8 aMget' - 530,000 :!3:ooo $30,000 530,000 $30,000
Insurance ~ ~ -13-;500 -$4.000
eEi po 52,500 52.IlOO 52.500 :m!:
P Mem rilifps s5j!! sa:;!! , J!!!
~raY81 ~ ~ooo J!!! S1]!: ,
CouPHI . ~ :E![ S@
PiOT- ~ J!5,ooo s16,OOi1 , ""'11.500
~ ,50 15, I'. 1.250
Proposed Annual Budget for First Five (5) Years of the
San Bernardino Valley Enterprise Zone
~.-- ~.__., ..._-."
_ .._._ ._.,_~ .r".."' .."
. . ..---....-. -'-'.'-" -----..
Atta..I""eJlt "C"
to MOV
AI;rU Pen:elllllge
Jurledlcllon Induetrtal/COmmen:ial eost Shall
Colton 2428
San Bernardino Cl 7146
Cou 1619
Tolal 11193
IVOA 3.845 40%
2426 22%
7,146 64%
1619 14%
11,193 100%
. . ,.__n_ n_'.__'. ._.... ...,-' - ..n.,
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I
REPORT/RECOMMENDATION TO THE BOARD OF SUPERVISORS
OF SAN BERNARDINO COUNTY, CALIFORNIA
AND RECORD OF ACTION
August 22, 2006
FROM: BRIAN P. MCGOWAN, ECONOMIC DEVELOPMENT ADMINISTRATOR
ECONOMIC DEVELOPMENT AGENCY
SUBJECT: RESOLUTION AUTHORIZING THE SUBMITTAL OF A MULTI-
JURISDICTIONAL APPLICATION FOR DESIGNATION AS AN ENTERPRISE
ZONE AND RESOLUTION APPROVING A MEMORANDUM OF
UNDERSTANDING
RECOMMENDATION:
1. Adopt Resolution No. 2006.304 authorizing the submittal of a multi-jurisdictional
application to the State Department of Housing and Community Development for
designation as an enterprise zone;
2. Adopt Resolution No. 2006.305 approving Memorandum of Understanding
Agreement No. 06-937 between the Cities of San Bernardino and Colton, the Inland
Valley Development Authority, and the County of San Bernardino for the funding,
management, and jurisdictional responsibilities of the San Bernardino Valley
Enterprise Zone upon final designation by HCD.
BACKGROUND INFORMATION: The purpose of the California State Enterprise Zone program is
to stimulate business and industrial growth in depressed areas of the state by relaxing regulatory
controls that impede private investment. In accordance with Government Code 7073(g), the
State of California may designate up to 42 Enterprise Zones statewide. During the fourth quarter
of 2006 and the first quarter of 2007, 23 of the current 42 Enterprise Zones will reach the end of
their designation period. Therefore, on March 8, 2006, the State Department of Housing and
Community Development (HCD) released a Request for Proposals (RFP) to fill these upcoming
vacancies. As a result of the release of the RFP, the Cities of San Bernardino and Colton
(Cities), the County's Economic Development Agency (EDA), and the Inland Valley Development
Authority (IVDA) formed a steering committee to research the feasibility of a joint application to
obtain an Enterprise Zone (EZ) designation to be known as the San Bernardino Valley Enterprise
Zone (SBVEZ). The EZ designation, if approved by HCD, shall be for fifteen (15) years. A joint
EZ application has been prepared for submittal to HCD.
With the submittal of a multi-jurisdictional EZ application, HCD requires substantiation of an EZ
that will be consistent in program delivery, collaboration between jurisdictions applying for the EZ
designation, and commitment from all jurisdictions to the State's EZ program. To demonstrate a
high level of commitment, consistency in programs, and cooperation between the Cities, County,
and IVDA, a Memorandum of Understanding (MOU) has been prepared that sets forth the duties
and responsibilities for each jurisdiction that is party to the SBVEZ application. Additionally, the
MOU addresses the proposed budget for the first five (5) years of the EZ.
w/Resolution
CC: EDA - Robles w/MOU
Contractor c/o EDA w/MOU
ACR - Mejico w/MOU
IDS w/MOU
Risk Management
Retirement Board - Barrett
EDA - McGowan
County Counsel - Biakemore
CAO - Erickson
File w/Agreement No. 06-937;
Economic Development Agency
w/attachments
Page 1 of 2
Record of Action of the Board of Supervisors
AGREEMENT NO. 06-937
RESOLUTION NO. 2006-304 and 2006.305.
APPROV CALENDAR)
ORS
RDINO
MOTION AYE SECOND
4 5
ITEM 050
Rev 07/97
BY
DATED:
mb (08/28/06)
..
,
RESOLUTION AUTHORIZING THE SUBMITTAL OF A MULTI-JURISDICTIONAL
APPLICATION FOR DESIGNATION AS AN ENTERPRISE ZONE AND RESOLUTION
APPROVING A MEMORANDUM OF UNDERSTANDING
August 22, 2006
Page 2 of2
Each jurisdiction will have the duties to provide business assistance to their respective
businesses within the SBVEZ, cooperate in a joint marketing strategy, and approve an annual
budget. Additional responsibilities will include the County as Zone Manager and the IVDA as the
SBVEZ Oversight Committee.
The first year's total annual budget is estimated to be $428,500 due to the possible requirement
of an EIR covering the application area. The first year's SBVEZ budget includes: Marketing
Services and incidentals (travel, trade shows, etc.) - $99,000; Professional Services - $40,000;
Zone Manager salary - $30,000; Insurance/Auditing/Counsel - $9,500; and EIR - $250,000.
These costs are to be offset by payments from the Cities of San Bernardino and Colton, the
County, and IVDA. The County's share of the estimated first year's budget is $37,088. If an EIR
is not required, then the County's share is estimated to be $15,450. Each annual budget
thereafter is estimated to be approximately $115,000 with the County's share estimated to be
$39,166 over the next four (4) years. .
The approval of the first recommendation will authorize the County to participate in the submittal
of the EZ application to HCD and designate the Director of the Department of Economic
Development, or appointed designee, as the Contact person on behalf of the County for the
SBVEZ. The application is due to HCD by September 6, 2006. The current draft application is in
substantially final form. The approval of the second recommendation will authorize the Board to
execute the MOU and acknowledge that in the event the application is not approved by HCD, the
MOU will terminate without further action by the Board.
REVIEW BY OTHERS: This item has been reviewed by County Counsel (Michelle D.
Blakemore, Deputy County Counsel, 387-5455) on August 2, 2006; and the County
Administrative Office (Matthew Erickson, 387-3937) on August 2, 2006.
FINANCIAL IMPACT: The County's share of the first year's budget is $37,088 and is included in
the proposed FY 2006/07 budget (AAA-EDF). If the application is approved by HCD, EDA will
return to the Board to establish the budget fund for the SBVEZ. If an EIR is not required, then the
County's first year cost is estimated to be $15,450.
The first year's total annual budget is estimated to be $428,500 due to the possible requirement
of an EIR covering the application area. The first year's SBVEZ budget includes: Marketing
Services and incidentals (travel, trade shows, etc.) - $99,000; Professional Services - $40,000;
Zone Manager salary - $30,000; Insurance/Auditing/Counsel - $9,500; and EIR - $250,000.
These costs are to be offset by payments from the Cities of San Bernardino and Colton, the
County, and IVDA. The County's share of the estimated first year's budget is $37,088. If an EIR
is not required, then the County's share is estimated to be $15,450. Each annual budget
thereafter is estimated to be approximately $115,000 with the County's share estimated to be
$39,166 over the next four (4) years.
SUPERVISORIAL DISTRICT(S): 2nd, 3rd, 5th
PRESENTERS: Brian P. McGowan, Economic Development Administrator, (909) 387-9800.
Kathleen Robles, Economic Development Specialist, (909) 387-9837.
08/22/06 050
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RESOLUTION NO. 2006-304
A RESOLUTION OF THE BOARD OF SUPERVISORS OF THE COUNTY OF SAN
BERNARDINO, STATE OF CALIFORNIA
AUTHORIZING THE SUBMITTAL OF AN APPLICATION TO THE STATE OF
CALIFORNIA HOUSING AND COMMUNITY DEVELOPMENT DEPARTMENT FOR
DESIGNATION AS AN ENTERPRISE ZONE IN PARTICIPATION WITH THE CITY
OF COLTON, THE CITY OF SAN BERNARDINO, AND THE INLAND VALLEY
DEVELOPMENT AUTHORITY AND DIRECTING THE COUNTY OF SAN
BERNARDINO TO EXECUTE ANY NECESSARY DOCUMENTS AND AGREEMENTS
THERETO
On Tuesday, August 22, 2006, on motion of Supervisor Biane, duly seconded by Supervisor Gonzales
and carried, the following resolution is adopted by the Board of Supervisors of San Bernardino County,
State of California.
Whereas, the County of San Bernardino (COUNTY) by the adoption of this Resolution hereby
authorizes the submittal of an application to the State of California, Department of Housing and
Community Development, for designation of an Enterprise Zone in participation with the City of Colton,
the City of San Bernardino, and the Inland Valley Development Authority (IVDA) for the approximately
25,776-acre area as illustrated on Exhibit "A" as attached hereto and such area is referred to herein as the
"Application Area;" and
WHEREAS, the purpose of the Enterprise Zone program is to stimulate business and industrial
growth in depressed areas of the State by relaxing regulatory controls that impede private investment and
on March 8, 2006, the California State Department of Housing and Community Development (HCD)
issued a Request for Proposals to fill eighteen (18) upcoming vacant enterprise zone designations; and
WHEREAS, the IVDA, the Cities of Colton and San Bernardino, and the County of San
Bernardino formed a steering committee to research the feasibility of a joint application to obtain an
Enterprise Zone designation; and
WHEREAS, a joint Enterprise Zone application has been prepared to include those portions of
the Cities of Colton and San Bernardino and the County of San Bernardino that meet the qualifications for
designation as and Enterprise Zone; and
Whereas, the Application Area is an economically depressed, blighted commerciallindustrial and
residential area characterized by chronically high levels of unemployment which is in need of an
Enterprise Zone designation in order to retain existing private sector investment and to attract new private
sector investment to such Application Area; and
Whereas, the COUNTY authorizes and supports job development, job creation, and economic
development, and the COUNTY has determined that the designation as an Enterprise Zone would make
available a range of State of California tax and employment hiring tax credits that would create incentives
for businesses to invest in new or upgraded facilities and to establish new employment opportunities
within the Application Area for the benefit of the region; and
1
Whereas, the COUNTY by the adoption of this Resolution authorizes the staff of the Economic
Development Agency to be available on an as-needed basis to maintain record keeping, monthly updates
on the proposed Enterprise Zone activities, and to discuss these activities with program auditors,
representatives, and administrators from the State of California as part of the Application process for the
Application Area; and
Whereas, the COUNTY shall develop a self-evaluation process to measure progress in meeting
the goals and objectives to be established for the Enterprise Zone, and said process shall be submitted to
HCD, for review, approval, and inclusion in the Memorandum of Understanding with HCD prior to the
final designation of an Enterprise Zone by HCD; and
Whereas, the COUNTY agrees to complete all actions to be stated within the Application that
apply to its territorial jurisdiction included within the Application Area for the life of the Enterprise Zone,
fifteen (15) years, should the proposed Enterprise Zone be awarded a final designation; and
Whereas, the Director of the Department of Economic Development, or her designee, has been
designated as the Contact person on behalf of the COUNTY for the Enterprise Zone.
NOW THEREFORE, BE IT RESOLVED, that the County of San Bernardino authorizes that
the application be submitted to the State of California, Department of Housing and Community
Development, supports the Application for the designation of the Application Area as an Enterprise Zone,
and authorized the Director of the Department of Economic Development to, or her designee, as the
Contact person on behalf of the COUNTY for the Enterprise Zone.
PASSED AND ADOPTED by the Board of Supervisors of the County of San Bernardino, State
of California, by the following vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
SUPERVISORS:
SUPERVISORS:
SUPERVISORS:
SUPERVISORS:
Postmus, Biane, Hansberger, Ovitt, Gonzales
None
None
None
*****
STATE OF CALIFORNIA )
) SS
COUNTY OF SAN BERNARDINO )
I, Dena M. Smith, Clerk of the Board of Supervisors of the County of San Bernardino, State of
California, hereby certify the foregoing to be a full, true and correct copy of the record of the action taken
by said Board of Supervisors, by vote of the members present, as the same appears in the Official Minutes
of said Board at its meeting of August 22, 2006, Item# 50, mb.
By:
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RESOLUTION NO. 2006-305
RESOLUTION OF THE BOARD OF SUPERVISORS OF THE COUNTY OF SAN
BERNARDINO, STATE OF CALIFORNIA
APPROVING A MEMORANDUM OF UNDERSTANDING BETWEEN THE INLAND
VALLEY DEVELOPMENT AUTHORITY, THE CITIES OF COLTON AND SAN
BERNARDINO, AND THE COUNTY OF SAN BERNARDINO IN CONNECTION
WITH THE SUBMITTAL OF AN APPLICATION TO THE STATE OF CALIFORNIA
HOUSING AND COMMUNITY DEVELOPMENT DEPARTMENT FOR
DESIGNATION AS AN ENTERPRISE ZONE
On Tuesday, August 22, 2006 on motion of Supervisor Biane, duly seconded by Supervisor
Gonzales and carried, the following resolution is adopted by the Board of Supervisors of San
Bernardino County, State of California.
WHEREAS, on August 22, 2006, the County of San Bernardino Board of Supervisors
authorized the submittal of an application to the State of California, Department of Housing and
Community Development (HCD), for designation of an Enterprise Zone in participation with the
City of Colton, the City of San Bernardino, and the Inland Valley Development Authority
(IVDA) for the approximately 25,776-acre area as illustrated on Exhibit "A" as attached hereto
and such area is referred to herein as the "Application Area;" and
WHEREAS, the purpose of the Enterprise Zone program is to stimulate business and
industrial growth in depressed areas of the State by relaxing regulatory controls that impede
private investment and on March 8, 2006, HCD issued a Request for Proposals to fill twenty-
three (23) upcoming vacant enterprise zone designations; and
WHEREAS, the IVDA, the Cities of Colton and San Bernardino, and the County of San
Bernardino (COUNTY) formed a steering committee to research the feasibility of a joint
application to obtain an Enterprise Zone designation; and
WHEREAS, a joint Enterprise Zone application has been prepared to include those
portions of the Cities of Colton and San Bernardino and the COUNTY that meet the
qualifications for designation as an Enterprise Zone; and
WHEREAS, the intended application to be submitted to HCD is a multi-jurisdictional
Enterprise Zone application and therefore HCD requires documentation of consistency in the
management of the proposed Enterprise Zone; and
WHEREAS, while each jurisdiction has agreed upon specific responsibilities within
each of their jurisdictions and for the Enterprise Zone as a whole, an MOD has been prepared for
inclusion into the application to reflect the commitment and cooperation between the
govemmental entities; and
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WHEREAS, the term of the MOV shall be for the life of the Enterprise Zone, which is
15 years.
NOW THEREFORE, BE IT RESOLVED, that the County of San Bernardino agrees
to:
1. The terms and conditions of the attached MOV for the purpose of managing the
Enterprise Zone upon designation by HCD;
2. Authorize the execution of the attached MOV;
3. Adhere to the purposes and intent of the MOV as provided therein subject in all
respects to the limitations and the right of withdrawal as specifically provided in the
MOV; and
4. Recognize that until such time as HCD has officially designated the Application Area
for inclusion within an Enterprise Zone, the rights, duties and obligations of the
parties to the MOV shall be as set forth therein.
5. Acknowledges that in the event the application is not approved by HCD, the MOV
will terminate without further action by the Board of Supervisors.
PASSED AND ADOPTED by the Board of Supervisors of the County of San
Bernardino, State of California, by the following vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
SUPERVISORS:
SUPERVISORS:
SUPERVISORS:
SUPERVISORS:
Postmus, Biane, Hansberger, Ovitt, Gonzales
None
NOne
None
*****
STATE OF CALIFORNIA .)
) SS
COUNTY OF SAN BERNARDINO )
I, Dena M. Smith, Clerk of the Board of Supervisors of the County of San Bernardino, State of
California, hereby certify the foregoing to be a full, true and correct copy of the record of the
action taken by said Board of Supervisors, by vote of the members present, as the same appears
in the Official Minutes of said Board at its meeting of August 22, 2006, Item# 50, mb.
By: