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HomeMy WebLinkAbout2005 CON CDC New City America - Business Community Assessment DistrictNOTE TO FILE IN THE MATTER OF: Agreement by and between the CDC and New City America to investigate and form a Property - Based Business Community Assessment District. NO FULLY EXECUTED ORIGINAL AGREEMENT HAS BEEN PROVIDED TO THE CITY CLERK. NTF • AGREEMENT BY AND BETWEEN THE COMMUNITY DEVELOPMENT COMMISSION OF THE CITY OF NATIONAL CITY AND NEW CITY AMERICA THIS AGREEMENT is entered into this 9th day of August 2005 by and between the COMMUNITY DEVELOPMENT COMMISSION OF THE CITY OF NATIONAL CITY, (the "CDC"), and NEW CITY AMERICA, (the "CONTRACTOR"). RECITALS WHEREAS, the CDC desires to employ a CONTRACTOR to investigate and form a Property -Based Business Community Assessment District(s), and WHEREAS, the CDC has determined that the CONTRACTOR is a consulting group qualified by experience and ability to perform the services desired by the CDC, and the CONTRACTOR is willing to perform such services. NOW, THEREFORE, THE PARTIES HERETO DO MUTUALLY AGREE AS FOLLOWS: 1. ENGAGEMENT OF CONTRACTOR. The CDC hereby agrees to engage the CONTRACTOR and the CONTRACTOR hereby agrees to perform the services hereinafter set forth in accordance with all terms and conditions contained herein. The CONTRACTOR represents that all services required hereunder will be performed directly by the CONTRACTOR or under direct supervision of the CONTRACTOR. 2. SCOPE OF SERVICES. The CONTRACTOR will perform services as set forth in the attached Exhibit "A". The CONTRACTOR shall be responsible for all research and reviews related to the work and shall not rely on personnel of the CDC for such services, except as authorized in advance by the CDC. The CONTRACTOR shall appear at meetings as required and requested to keep staff and the CDC Board advised of the progress on the project. The CDC may unilaterally, or upon request from the CONTRACTOR, from time to time reduce or increase the Scope of Services to be performed by the CONTRACTOR under this Agreement. Upon doing so, the CDC and the CONTRACTOR agree to meet in good faith and confer for the purpose of negotiating a corresponding reduction or increase in the compensation associated with said change in services. 1 • 3. PROJECT COORDINATION AND SUPERVISION. Robert Paz hereby is designated as the Project Manager for the CDC and will monitor the progress and execution of this Agreement. The CONTRACTOR shall assign a single Project Director to provide supervision and have overall responsibility for the progress and execution of this Agreement for the CONTRACTOR. Marco Li Mandri is designated as the Project Director for the CONTRACTOR. 4. COMPENSATION AND PAYMENT. The compensation for the CONTRACTOR shall be based on monthly billings covering actual work performed. Billings shall include labor classifications, respective rates, hours worked and also materials, if any. The total cost for all work described in Exhibit "A" shall not exceed the schedule given in Exhibit "A" ($125,000) without prior written authorization from the CDC. Monthly invoices will be processed for payment and remitted within thirty (30) days from receipt of invoice, provided that work is accomplished consistent with Exhibit "A" as determined by the CDC. The CONTRACTOR shall maintain all books, documents, papers, employee time sheets, accounting records, and other evidence pertaining to costs incurred and shall make such materials available at its office at all reasonable times during the term of this Agreement and for three (3) years from the date of final payment under this Agreement, for inspection by the CDC and for furnishing of copies to the CDC, if requested. 5. LENGTH OF AGREEMENT. This Agreement shall continue until terminated by the CDC for cause or convenience, at its unilateral discretion. 6. DISPOSITION AND OWNERSHIP OF DOCUMENTS. The Memoranda, Reports, Maps, Drawings, Plans, Specifications and other documents prepared by the CONTRACTOR for this Project, whether paper or electronic, shall become the property of the CDC for use with respect to this Project, and shall be turned over to the CDC upon completion of the Project, or any phase thereof, as contemplated by this Agreement. Contemporaneously with the transfer of documents, the CONTRACTOR assigns to the CDC and thereby expressly waives and disclaims, any copyright in, and the right to reproduce, all written material, drawings, plans, specifications or other work prepared under this agreement, except upon the CDC's prior authorization regarding reproduction, which authorization shall not be unreasonably withheld. The CONTRACTOR shall, upon request of the CDC, execute any further document(s) necessary to further effectuate this waiver and disclaimer. The CONTRACTOR agrees that the CDC may use, reuse, alter, reproduce, modify, assign, transfer, or in any other way, medium or method utilize the CONTRACTOR's written work product for the CDC's purposes, and the CONTRACTOR expressly waives and disclaims any residual rights granted to it by Civil Code Sections 980 through 989 relating to intellectual property and artistic works. Page 2 Revised 5/99 • • Any modification or reuse by the CDC of documents, drawings or specifications prepared by the CONTRACTOR shall relieve the CONTRACTOR from liability under Section 14 but only with respect to the effect of the modification or reuse by the CDC, or for any liability to the CDC should the documents be used by the CDC for some project other than what was expressly agreed upon within the Scope of this project, unless otherwise mutually agreed. 7. INDEPENDENT CONTRACTOR. Both parties hereto in the performance of this Agreement will be acting in an independent capacity and not as agents, employees, partners or joint ventures with one another. The CONTRACTOR is not an employee of the CDC and is not entitled to any of the rights, benefits, or privileges of the CDC's employees, including but not limited to medical, unemployment, or workers' compensation insurance. This Agreement contemplates the personal services of the CONTRACTOR and the CONTRACTOR's employees, and it is recognized by the parties that a substantial inducement to the CDC for entering into this Agreement was, and is, the professional reputation and competence of the CONTRACTOR and its employees. Neither this Agreement nor any interest herein may be assigned by the CONTRACTOR without the prior written consent of the CDC. Nothing herein contained is intended to prevent the CONTRACTOR from employing or hiring as many employees, or subcontractors, as the CONTRACTOR may deem necessary for the proper and efficient performance of this Agreement. All agreements by CONTRACTOR with its subcontractor(s) shall require the subcontractor to adhere to the applicable terms of this Agreement. 8. CONTROL. Neither the CDC nor its officers, agents or employees shall have any control over the conduct of the CONTRACTOR or any of the CONTRACTOR's employees except as herein set forth, and the CONTRACTOR expressly agrees not to represent that the CONTRACTOR or the CONTRACTOR's agents, servants, or employees are in any manner agents, servants or employees of the CDC, it being understood that the CONTRACTOR, its agents, servants, and employees are as to the CDC wholly independent contractors and that the CONTRACTOR's obligations to the CDC are solely such as are prescribed by this Agreement. 9. COMPLIANCE WITH APPLICABLE LAW. The CONTRACTOR, in the performance of the services to be provided herein, shall comply with all applicable State and Federal statutes and regulations, and all applicable ordinances, rules and regulations of the City of National City, whether now in force or subsequently enacted. The CONTRACTOR, and each of its subcontractors, shall obtain and maintain a current City of National City business license prior to and during performance of any work within the CDC. 10. LICENSES, PERMITS, ETC. The CONTRACTOR represents and covenants that it has all licenses, permits, qualifications, and approvals of whatever nature that are legally required to practice its profession. The CONTRACTOR represents and covenants that the CONTRACTOR shall, at its sole cost and expense, keep in effect at all times during the Page 3 Revised 5/99 • term of this Agreement, any license, permit, or approval which is legally required for the CONTRACTOR to practice its profession. 11. STANDARD OF CARE. A. The CONTRACTOR, in performing any services under this Agreement, shall perform in a manner consistent with that level of care and skill ordinarily exercised by members of the profession currently practicing under similar conditions and in similar locations. The CDC expects that the CONTRACTOR shall take all special precautions necessary to protect the CONTRACTOR's employees and members of the public from risk of harm arising out of the nature of the work and/or the conditions of the work site. B. The CONTRACTOR warrants to the CDC that it is not now, nor has it been for the five (5) years preceding, involved in arbitration or litigation concerning the CONTRACTOR's professional performance or the furnishing of materials or services relating thereto. 12. NON-DISCRIMINATION PROVISIONS. The CONTRACTOR will not discriminate against any employee or applicant for employment because of age, race, color, ancestry, religion, sex, sexual orientation, marital status, national origin, physical handicap, or medical condition. The CONTRACTOR will take positive action to insure that applicants are employed without regard to their age, race, color, ancestry, religion, sex, sexual orientation, marital status, national origin, physical handicap, or medical condition. Such action shall include but not be limited to the following: employment, upgrading, demotion, transfer, recruitment or recruitment advertising, layoff or termination, rates of pay or other forms of compensation, and selection for training, including apprenticeship. The CONTRACTOR agrees to post in conspicuous places available to employees and applicants for employment any notices provided by the CDC setting forth the provisions of this non-discrimination clause. 13. CONFIDENTIAL INFORMATION. The CDC may from time to time communicate to the CONTRACTOR certain confidential information to enable the CONTRACTOR to effectively perform the services to be provided herein. The CONTRACTOR shall treat all such information as confidential and shall not disclose any part thereof without the prior written consent of the CDC. The CONTRACTOR shall limit the use and circulation of such information, even within its own organization, to the extent necessary to perform the services to be provided herein. The foregoing obligation of this Section 13, however, shall not apply to any part of the information that (i) has been disclosed in publicly available sources of information; (ii) is, through no fault of the CONTRACTOR, hereafter disclosed in publicly available sources of information; (iii) is already in the possession of the CONTRACTOR without any obligation of confidentiality; or (iv) has been or is hereafter rightfully disclosed to the CONTRACTOR by a third party, but only to the extent that the use or disclosure thereof has been or is rightfully authorized by that third party. The CONTRACTOR shall not disclose any reports, recommendations, conclusions or other results of the services or the existence of the subject matter of this Agreement without the prior written consent of the CDC. In its performance hereunder, the Page 4 Revised 5/99 • • CONTRACTOR shall comply with all legal obligations it may now or hereafter have respecting the information or other property of any other person, firm or corporation. CONTRACTOR shall be liable to CDC for any damages caused by breach of this condition, pursuant to the provisions of Section 14. 14. INDEMNIFICATION AND HOLD HARMLESS. The CONTRACTOR agrees to indemnify, defend, and hold harmless the CDC, the City of National City, and their officers, employees and volunteers, against and from any and all liability, loss, damages to property, injuries to, or death of any person or persons, and all claims, demands, suits, actions, proceedings, costs or attorneys' fees, of any kind or nature, including workers' compensation claims, of or by anyone whomsoever, in any way resulting from or arising out of the CONTRACTOR's negligent performance of this Agreement. This indemnity is not intended to act as a guarantee or warranty of the success of any legal service provided hereunder, which service will be provided to the level of expertise identified in Section 11, above. 15. WORKERS' COMPENSATION. The CONTRACTOR shall comply with all of the provisions of the Workers' Compensation Insurance and Safety Acts of the State of California, the applicable provisions of Division 4 and 5 of the California Government Code and all amendments thereto; and all similar state or Federal acts or laws applicable; and shall indemnify, defend and hold harmless the CDC and its officers, employees and volunteers from and against all claims, demands, payments, suits, actions, proceedings and judgments of every nature and description, including attorney's fees and costs presented, brought or recovered against the CDC or its officers, employees, or volunteers, for or on account of any liability under any of said acts which may be incurred by reason of any work to be performed by the CONTRACTOR under this Agreement. 16. INSURANCE. The CONTRACTOR, at its sole cost and expense, shall purchase and maintain, and shall require its subcontractors, when applicable, to purchase and maintain throughout the term of this agreement, the following insurance policies: A. If checked, Professional Liability Insurance (errors and omissions) with minimum limits of $1,000,000 per occurrence. B. Automobile insurance covering all bodily injury and property damage incurred during the performance of this Agreement, with a minimum coverage of, $1,000,000 combined single limit per accident. Such automobile insurance shall include non -owned vehicles. C. Comprehensive general liability insurance, with minimum limits of $1,000,000 combined single limit per occurrence, covering all bodily injury and property damage arising out of its operation under this Agreement. D. Workers' Compensation Insurance covering all of its employees and volunteers. Page 5 Revised 5/99 i • E. The aforesaid policies shall constitute primary insurance as to the CDC, its officers, employees, and volunteers, so that any other policies held by the CDC shall not contribute to any loss under said insurance. Said policies shall provide for thirty (30) days prior written notice to the CDC of cancellation or material change. F. Said policies need not name the CDC and its officers, agents and employees as additional insureds. G. If required insurance coverage is provided on a "claims made" rather than "occurrence" form, the CONTRACTOR shall maintain such insurance coverage for three years after expiration of the term (and any extensions) of this Agreement. H. Any aggregate insurance limits must apply solely to this Agreement. I. Insurance shall be written with only California admitted companies, which hold a current policyholder's alphabetic and financial size category rating of not less than A VIII according to the current Best's Key Rating Guide, or a company equal financial stability that is approved by the CDC's Risk Manager, if such products are readily available. J. This Agreement shall not take effect until certificate(s) or other sufficient proof that these insurance provisions have been complied with, are filed with and approved by the CDC's Risk Manager. If the CONTRACTOR does not keep all of such insurance policies in full force and effect at all times during the terms of this Agreement, the CDC may elect to treat the failure to maintain the requisite insurance as a breach of this Agreement and terminate the Agreement as provided herein. 17. LEGAL FEES. If any party brings a suit or action against the other party arising from any breach of any of the covenants or agreements or any inaccuracies in any of the representations and warranties on the part of the other party arising out of this Agreement, then in that event, the prevailing party in such action or dispute, whether by final judgment or out -of - court settlement, shall be entitled to have and recover of and from the other party all costs and expenses of suit, including attorneys' fees. For purposes of determining who is to be considered the prevailing party, it is stipulated that attorney's fees incurred in the prosecution or defense of the action or suit shall not be considered in determining the amount of the judgement or award. Attorney's fees to the prevailing party if other than the CDC shall, in addition, be limited to the amount of attorney's fees incurred by the CDC in its prosecution or defense of the action, irrespective of the actual amount of attorney's fees incurred by the prevailing party. 18. MEDIATION/ARBITRATION. If a dispute arises out of or relates to this Agreement, or the breach thereof, the parties agree first to try, in good faith, to settle the dispute by mediation in San Diego, California, in accordance with the Commercial Mediation Rules of the American Arbitration Association (the "AAA") before resorting to arbitration. The costs of mediation shall be borne equally by the parties. Any controversy or claim arising out of, or relating to, this Agreement, or breach thereof, which is not resolved by mediation shall be settled by arbitration in San Diego, California, in accordance with the Commercial Arbitration Rules of the AAA then existing. Any award rendered shall be final and conclusive upon the parties, and a judgment thereon may be entered in any court having jurisdiction over the subject matter of the controversy. The expenses of the arbitration shall be borne equally by the parties to Page 6 Revised 5/99 • • • the arbitration, provided that each party shall pay for and bear the costs of its own experts, evidence and attorneys' fees, except that the arbitrator may assess such expenses or any part thereof against a specified party as part of the arbitration award. 19. TERMINATION. A. This Agreement may be terminated with or without cause by the CDC. Termination without cause shall be effective only upon 60-day written notice to the CONTRACTOR. During said 60-day period the CONTRACTOR shall perform all services in accordance with this Agreement. B. This Agreement may also be terminated immediately by the CDC for cause in the event of a material breach of this Agreement, misrepresentation by the CONTRACTOR in connection with the formation of this Agreement or the performance of services, or the failure to perform services as directed by the CDC. C. Termination with or without cause shall be effected by delivery of written Notice of Termination to the CONTRACTOR as provided for herein. D. In the event of termination, all finished or unfinished Memoranda Reports, Maps, Drawings, Plans, Specifications and other documents prepared by the CONTRACTOR, whether paper or electronic, shall immediately become the property of and be delivered to the CDC, and the CONTRACTOR shall be entitled to receive just and equitable compensation for any work satisfactorily completed on such documents and other materials up to the effective date of the Notice of Termination, not to exceed the amounts payable hereunder, and less any damages caused the CDC by the CONTRACTOR's breach, if any. Thereafter, ownership of said written material shall vest in the CDC all rights set forth in Section 6. E. The CDC further reserves the right to immediately terminate this Agreement upon: (1) the filing of a petition in bankruptcy affecting the CONTRACTOR; (2) a reorganization of the CONTRACTOR for the benefit of creditors; or (3) a business reorganization, change in business name or change in business status of the CONTRACTOR. 20. NOTICES. All notices or other communications required or permitted hereunder shall be in writing, and shall be personally delivered; or sent by overnight mail (Federal Express or the like); or sent by registered or certified mail, postage prepaid, return receipt requested; or sent by ordinary mail, postage prepaid; or telegraphed or cabled; or delivered or sent by telex, telecopy, facsimile or fax; and shall be deemed received upon the earlier of (i) if personally delivered, the date of delivery to the address of the person to receive such notice, (ii) if sent by overnight mail, the business day following its deposit in such overnight mail facility, (iii) if mailed by registered, certified or ordinary mail, five (5) days (ten (10) days if the address is outside the State of California) after the date of deposit in a post office, mailbox, mail chute, or other like facility regularly maintained by the United States Postal Service, (iv) if given by telegraph or cable, when delivered to the telegraph company with charges prepaid, or (v) if given by telex, telecopy, facsimile or fax, when sent. Any notice, request, demand, direction or other communication delivered or sent as specified above shall be directed to the following persons: Page 7 Revised 5/99 • To the CDC: • • Benjamin Martinez, Executive Director Community Development Commission of the City of National City 140 East 12th Street, Suite B National City, CA 91950-3312 To the CONTRACTOR: Marco Li Mandri, President New City America 2130 Columbia Street Little Italy San Diego, CA 92101 Notice of change of address shall be given by written notice in the manner specified in this Section. Rejection or other refusal to accept or the inability to deliver because of changed address of which no notice was given shall be deemed to constitute receipt of the notice, demand, request or communication sent. Any notice, request, demand, direction or other communication sent by cable, telex, telecopy, facsimile or fax must be confirmed within forty- eight (48) hours by letter mailed or delivered as specified in this Section. 21. CONFLICT OF INTEREST AND POLITICAL REFORM ACT OBLIGATIONS. During the term of this Agreement, the CONTRACTOR shall not perform services of any kind for any person or entity whose interest's conflict in any way with those of the CDC. The CONTRACTOR also agrees not to specify any product, treatment, process or material for the project in which the CONTRACTOR has a material financial interest, either direct or indirect, without first notifying the CDC of that fact. The CONTRACTOR shall at all times comply with the terms of the Political Reform Act and the National City Conflict of Interest Code. The CONTRACTOR shall immediately disqualify itself and shall not use its official position to influence in any way any matter coming before the CDC in which the CONTRACTOR has a financial interest as defined in Government Code Section 87103. The CONTRACTOR represents that it has no knowledge of any financial interests that would require it to disqualify itself from any matter on which it might perform services for the CDC. If checked, the CONTRACTOR shall comply with all of the reporting requirements of the Political Reform Act and the National City Conflict of Interest Code. Specifically, the CONTRACTOR shall file a Statement of Economic Interests with the City Clerk of the City of National City in a timely manner on forms, which the CONTRACTOR shall obtain from the City Clerk. The CONTRACTOR shall be strictly liable to the CDC for all damages, costs or expenses the CDC may suffer by virtue of any violation of this Paragraph 21 by the CONTRACTOR. Page 8 Revised 5/99 • • 22. MISCELLANEOUS PROVISIONS. A. Computation of Time Periods. If any date or time period provided for in this Agreement is or ends on a Saturday, Sunday or federal, state or legal holiday, then such date shall automatically be extended until 5:00 p.m. Pacific Time of the next day which is not a Saturday, Sunday or federal, state or legal holiday. B. Counterparts. This Agreement may be executed in multiple counterparts, each of which shall be deemed an original, but all of which, together, shall constitute but one and the same instrument. C. Captions. Any captions to, or headings of, the sections or subsections of this Agreement are solely for the convenience of the parties hereto, are not a part of this Agreement, and shall not be used for the interpretation or determination of the validity of this Agreement or any provision hereof. D. No Obligations to Third Parties. Except as otherwise expressly provided herein, the execution and delivery of this Agreement shall not be deemed to confer any rights upon, or obligate any of the parties hereto, to any person or entity other than the parties hereto. E. Exhibits and Schedules. The Exhibits and Schedules attached hereto are hereby incorporated herein by this reference for all purposes. F. Amendment to this Agreement. The terms of this Agreement may not be modified or amended except by an instrument in writing executed by each of the parties hereto. G. Waiver. The waiver or failure to enforce any provision of this Agreement shall not operate as a waiver of any future breach of any such provision or any other provision hereof. H. Applicable Law. This Agreement shall be governed by and construed in accordance with the laws of the State of California. I. Entire Agreement. This Agreement supersedes any prior agreements, negotiations and communications, oral or written, and contains the entire agreement between the parties as to the subject matter hereof. No subsequent agreement, representation, or promise made by either party hereto, or by or to an employee, officer, agent or representative of any party hereto shall be of any effect unless it is in writing and executed by the party to be bound thereby. J. Successors and Assigns. This Agreement shall be binding upon and shall inure to the benefit of the successors and assigns of the parties hereto. K. Construction. The parties acknowledge and agree that (i) each party is of equal bargaining strength, (ii) each party has actively participated in the drafting, preparation and negotiation of this Agreement, (iii) each such party has consulted with or has had the opportunity to consult with its own, independent counsel and such other professional advisors as such party has deemed appropriate, relative to any and all matters contemplated under this Agreement, (iv) each party and such party's counsel and advisors have reviewed this Agreement, (v) each party has agreed to enter into this Agreement following such review and the rendering of such advice, and (vi) any rule or construction to the effect that ambiguities are to be resolved against the drafting party shall not apply in the interpretation of this Agreement, or any portions hereof, or any amendments hereto. Page 9 Revised 5/99 • IN WITNESS WHEREOF, the parties hereto have executed this Agreement on the date and year first above written. COMMUNITY DEVELOPMENT COMMISSION OF THE CITY OF NATIONAL CITY By: NEW CITY AMERICA (Signatures of two officers required for a corporation) 1 } y By: Benjamin Martin- Woo Li Mandri President Executive Direct& , CDC APPROVED AS TO FORM: George H. Eiser, Ill CDC Legal Counsel • • Page 10 By: me) a (Title) Revised 5/99 • • SCOPE OF WORK AND RELATED COSTS FOR HIGHLAND AVENUE PROPERTY BUSINESS COMMUNITY ASSESSMENT DISTRICTS) Function and Task to be Completed Highland Avenue Business Community Assessment District (Estimated Time Period) (INVESTIGATIVE STAGE) 1. Review initial boundaries for Highland Avenue study area, review documents related to Highland Avenue improvements Done last year, to be reviewed and redefined based upon the anticipated capital improvements 2. Establish a Highland Avenue Steering Committee among weighted property owners (September) 3. Present proposed boundary study areas to Highland Avenue Steering Committee (September) 4. Conduct follow up mailed written survey ascertaining support for special benefits district and priority of services (October) 5. Plot survey results on parcel map (October - November) 6. Present survey results to Highland Avenue Steering Committee (October - November) 7. Determine if support for services justifies one or two overlaying assessment districts (November) Estimated Costs of Highland Avenue Investigative Stage $ I6,000.00 (FORMATION STAGE) 8. Write newsletter summarizing survey results (November - December) 9. Write preliminary Management Plan, submit to Highland Avenue Steering Committee (December — January 2006) 10. Finalize Management Plan(s), get approval from the Highland Avenue Steering Committee (January - February) 11. Initiate petition drive (if necessary and required by state law) to trigger balloting procedure, mail out plan to all property owners (February — March) 12. Complete petition drive, submit to City (April) 13. Have plan certified by Assessment Enfineer SApril - May) 14. Update property owners on progress of formation effort (May) 15. Work with City on Resolution of Intent wording (May) 16. Work with City on ballot preparation (May) 17. Follow up with Highland Avenue District Steering Committee to ensure weighted majority vote return (June — July) 18. Attend public hearing, help City in processing ballots (July) EXHIBIT "A" 19. Work with City on preparing assessment rolls and submit to County (early August) Estimated Cost of District(s) Formation 20,000.00 Total Maximum Costs of Investigation and Formation by New City America staff $ 36,000.00 Assessment Engineer Report(s) $ 1,500 — 2,000 each Maximum Cost of Investigation, Formation and Engineer's Report $ 38,000.00 (1 district) $40,000 (2 districts) • • • • • SCOPE OF WORK AND RELATED COSTS FOR PROPOSED FILIPINO VILLAGE PROPERTY BUSINESS IMPROVEMENT DISTRICT Function and Task to be Completed Filipino Village PBID (Estimated Time Period (INVESTIGATIVE STAGE) 1. Review original boundaries for PBID study area (September - October) 2. Establish a PBID Steering Committee among weighted property owners (October) 3. Present proposed boundary study areas to PBID Steering Committee (To be reviewed) 4. Conduct mailed written survey ascertaining support for special benefits district and priority of services Done in last fiscal year 5. Plot survey results on parcel map (TBD) 6. Present survey results to PBID Steering Committee (TBD) Estimated Costs of Investigative Stage $ 15,000.00 (FORMATION STAGE) 8. Write newsletter summarizing survey results (TBD) 9. Write preliminary Management District Plan, submit to PBID Steering Committee January 2006 10. Finalize Management District Plan, get approval from Steering Committee January 11. Initiate petition drive to trigger ballot, mail out plan to all property owners (need 50% weighted support of property owners) February - March 12. Complete petition drive, submit to City April 13. Have plan certified by Assessment Engineer April 14. Update property owners on progress of formation effort (TBD) 15. Work with City on Resolution of Intent wording May 16. Work with City on ballotpreparation June 17. Follow up with PBID Steering Committee to ensure weighted majority vote return (TBD) 18. Attend public hearing, help City in processing ballots July 2006 19. Work with City on preparing assessment rolls and submit to County August 2006 Estimated Cost of Formation $ 18,000.00 Total Maximum Costs of Investigation and Formation $ 33,000.00 • • • Assessment Engineer Report $1,500 — 2,000 Maximum Cost of investigation, Formation and Engineer's Report $ 35,000.00 • • • SCOPE OF WORK AND RELATED COSTS FOR PROPOSED HARBOR DISTRICT PROPERTY BUSINESS IMPROVEMENT DISTRICT Function and Task to be Completed Harbor District PBID (Estimated Time Period (INVESTIGATIVE STAGE) I. Review initial boundaries for PBID study area August - September 2. Establish a PBID Steering Committee among weighted property owners September 3. Present proposed boundary study areas to PBID Steering Committee September 4. Conduct mailed written survey ascertaining support for special benefits district and priority of services October 5. Plot survey results on parcel map November 6. Present survey results to PBID Steering Committee November - December 7. Make recommendations for Mailout of 2°d survey or consolidate boundaries of plan November Estimated Costs of Investigative Stage $ 18,000.00 (FORMATION STAGE) 8. Write newsletter summarizing survey results January 2006 9. Write preliminary Management District Plan, submit to PBID Steering Committee January 10. Finalize Management District Plan, get approval from Steering Committee February 11. Initiate petition drive to trigger ballot, mail out plan to all property owners (need 50% weighted support of property owners) March 12. Complete petition drive, submit to City April 13. Have plan certified by Assessment Engineer April 14. Update property owners on progress of formation effort (TBD) 15. Work with City on Resolution of Intent wording June 16. Work with City on ballotyreparation June 17. Follow up with PBID Steering Committee to ensure weighted majority vote return June 18. Attend public hearing, help City in processing ballots July 19. Work with City on preparing assessment rolls and submit to County August Estimated Cost of Formation $ 22,000.00 • • Total Maximum Costs of Investigation and Formation $40,000.00 Assessment Engineer Report $1,500 — 2,000 Maximum Cost of Investigation, Formation and Engineer's Report $ 42,000.00 SUMMATION OF TOTAL PROFESSIONAL SERVICES, FISCAL YEAR 2005-06 PRESENTED BY NEW CITY AMERICA, INC. FOR THE NATIONAL CITY COMMUNITY DEVELOPMENT COMMISSION Project Area or Subject Estimated Maximum Costs of Professional Services Contract Per Project or Subject Filipino Village District Investigation and Formation $ 35,000.00 Highland Avenue District Investigation and Formation(s) $ 38 - 40, 000.00 Harbor District Investigation and Formation $ 42,000.00 Professional Services to Community Development Commission Staff on Issues Related to Assessment Districts $ 10,000 Maximum Costs of Three District Formations and Additional Professional Services, Fiscal Year 2005-06 $125,000.00 • • • HOURLY RATES FOR NEW CITY AMERICA, INC. PERSONNEL AND SUB -CONTRACTORS - JULY 2005 The hourly rates listed below are provided is based upon the assumption that this is a time and materials contract, with deliverables expected at various stages of the process. Hourly rates are subject to annual adjustment on January 1, 2006. NEW CITY AMERICA PERSONNEL AND SUB -CONTRACTORS HOURLY RATE ESTIMATED TIME PER MONTH OR PROJECT Marco Li Mandri, President, Project Manager S 200.00 per hour To be determined Shirley Zawadzki, Assistant Project Manager $ 80.00 per hour To be determined Monica Montes, Database Mapping and Survey Work $ 50.00 per hour To be determined Chris Gomez, Design and Research $ 50.00 per hour To be determined Rosie De Luca Staff administrative support $ 50.00 per hour To be determined OTHER PROVISIONS: o This is a time and materials contract with anticipated work product milestones. New City America, Inc. is an independent, private corporation established in the state of California, which specializes in business community assessment district formation, consulting and administration and will bear all payroll and personnel related costs; a Billings will be submitted on the 31st of each month. Payments shall be due upon receipt. Billings shall be based upon delineated professional services provided, and reimbursement of direct expenses, (travel, lodging, postage, copies, layout, production, property database subscription services and administrative); o The terms and conditions of this contract shall be honored for 90 days commencing on the date of the cover letter. Each party shall retain the right to withdraw from the contract based upon unsatisfactory performance. Termination of the contract must be formalized through a written notification 30 days prior separation. a Checks are to be made payable to New City America, Inc. and shall be mailed to: New City America, Inc., 2130 Columbia Street, San Diego, CA 92101.