HomeMy WebLinkAbout2017 CON Hinderliter, De Llamas and Associates dba HdL Companies - Property Tax Consulting Auditing Services - Amendment #1FIRST AMENDMENT TO THE AGREEMENT
FOR SALES TAX AUDIT AND INFORMATION SERVICES
BY AND BETWEEN
THE CITY OF NATIONAL CITY
AND
HINDERLITER, DE LLAMAS AND ASSOCIATES
THIS FIRST AMENDMENT TO THE AGREEMENT, is entered into this 3rd_ day
of October , 2017, by and between the CITY OF NATIONAL CITY, a
municipal corporation (the "CITY"), and HINDERLITER, DE LLAMAS AND ASSOCIATES,
dba HdL Companies, a California corporation (the "CONSULTANT").
RECITALS
WHEREAS, the CITY and the CONSULTANT entered into an Agreement on July 14,
1998, (the "Agreement") wherein the CONSULTANT agreed to provide the combination of data
entry, report preparation, and data analysis necessary to effectively manage the municipal sales
tax and recover revenues erroneously allocated to other jurisdictions and allocation pools; and
WHEREAS, the parties desire to amend the Agreement to increase the scope of work to
include retail recruitment strategy and related economic development services as described in
CONSULTANT'S Proposal, attached hereto as Exhibit "1", and by this reference made a part
hereof, for the not -to -exceed amount of $20,000; and
WHEREAS, CONSULTANT will provide written invoices to the City for compensation
for services performed in accordance with Exhibit "1" in a form acceptable to CITY; and
WHEREAS, Section XIII, Insurance, of the Agreement is hereby amended to read as
follows:
17. INSURANCE. The CONSULTANT, at its sole cost and expense,
shall purchase and maintain, and shall require its SUBCONSULTANT(S), when
applicable, to purchase and maintain throughout the term of this Agreement, the
following insurance policies:
A. n 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 owned, non -owned, and hired vehicles ("any
auto"). The policy shall name the CITY and its officers, agents, employees, and
volunteers as additional insureds, and a separate additional insured endorsement
shall be provided.
C. Commercial General Liability Insurance, with minimum
limits of either $2,000,000 per occurrence and $4,000,000 aggregate, or
$1,000,000 per occurrence and $2,000,000 aggregate with a $2,000,000 umbrella
policy, covering all bodily injury and property damage arising out of its
operations, work, or performance under this Agreement. The policy shall name
the CITY and its officers, agents, employees, and volunteers as additional
insureds, and a separate additional insured endorsement shall be provided. The
general aggregate limit must apply solely to this "project" or "location". The
"project" or "location" should be noted with specificity on an endorsement that
shall be incorporated into the policy.
D. Workers' Compensation Insurance in an amount
sufficient to meet statutory requirements covering all of CONSULTANT'S
employees and employers' liability insurance with limits of at least $1,000,000
per accident. In addition, the policy shall be endorsed with a waiver of
subrogation in favor of the CITY. Said endorsement shall be provided prior to
commencement of work under this Agreement.
If CONSULTANT has no employees subject to the California
Workers' Compensation and Labor laws, CONSULTANT shall execute a
Declaration to that effect. Said Declaration shall be provided to CONSULTANT
by CITY.
E. The aforesaid policies shall constitute primary insurance as
to the CITY, its officers, officials, employees, and volunteers, so that any other
policies held by the CITY shall not contribute to any loss under said insurance.
Said policies shall provide for thirty (30) days prior written notice to the CITY's
Risk Manager, at the address listed in subsection G below, of cancellation or
material change.
F. If required insurance coverage is provided on a "claims
made" rather than "occurrence" form, the CONSULTANT shall maintain such
insurance coverage for three years after expiration of the term (and any
extensions) of this Agreement. In addition, the "retro" date must be on or before
the date of this Agreement.
G. The Certificate Holder for all policies of insurance required
by this Section shall be:
City of National City
c/o Risk Manager
1243 National City Boulevard
National City, CA 91950-4397
H. Insurance shall be written with only insurers authorized to
conduct business in California that hold a current policy holder's alphabetic and
financial size category rating of not less than A:VII according to the current
Best's Key Rating Guide, or a company of equal financial stability that is
approved by the CITY'S Risk Manager. In the event coverage is provided by non -
admitted "surplus lines" carriers, they must be included on the most recent
California List of Eligible Surplus Lines Insurers (LESLI list) and otherwise meet
rating requirements.
I. 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 CITY'S Risk Manager. If the CONSULTANT
does not keep all of such insurance policies in full force and effect at all times
during the terms of this Agreement, the CITY may elect to treat the failure to
maintain the requisite insurance as a breach of this Agreement and terminate the
Agreement as provided herein.
J. All deductibles and self -insured retentions in excess of
$10,000 must be disclosed to and approved by the CITY.
K. If the CONSULTANT maintains broader coverage or
higher limits (or both) than the minimum limits shown above, the CITY requires
and shall be entitled to the broader coverage or higher limits (or both) maintained
by the CONSULTANT. Any available insurance proceeds in excess of the
specified minimum limits of insurance and coverage shall be available to the
CITY.
WHEREAS, in the event any conflict or inconsistencies between the Agreement and the
Proposal (Exhibit "1"), the terms of the Agreement shall control.
NOW, THEREFORE, the parties hereto agree that the Agreement entered into on July 14,
1998, shall be amended to increase the scope of work to include retail recruitment strategy and
related economic development services as described in CONSULTANT'S Proposal, attached
hereto as Exhibit "1", and by this reference made a part hereof, for the not -to -exceed amount of
$20,000.
The parties further agree that with the foregoing exception of the provisions provided
herein, each and every term and provision of the Agreement dated July 14, 1998, shall remain in
full force and effect.
IN WITNESS WHEREOF, the parties hereto have executed this First Amendment to the
Agreement on the date and year first above written.
CITY OF NATIONAL CITY
By:
n Morrison, Mayor
APPROVE
S TO FORM:
.il ' o is -Jones
City "orney
HINDERLITER, DE LLAMAS AND ASSOCIATES
(Signa ures i o corporate officers required)
By:
(Name)
Andrew Nickerson
(Print)
President
(Title)
Jeffrey Schmehr
(Print)
Chief Financial Officer
(Title)
RESOLUTION NO. 2017 — 186
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF NATIONAL CITY
AUTHORIZING THE MAYOR TO EXECUTE THE FIRST AMENDMENT TO
THE AGREEMENT FOR SALES TAX AUDIT AND INFORMATION SERVICES
BY AND BETWEEN THE CITY OF NATIONAL CITY AND HINDERLITER,
DE LLAMAS AND ASSOCIATES FOR RETAIL RECRUITMENT STRATEGY
AND RELATED ECONOMIC DEVELOPMENT SERVICES
WHEREAS, the City of National City and the Hinderliter, de Llamas and
Associates ("HdL") entered into an Agreement on July 14, 1998, (the "Agreement") wherein the
HdL agreed to provide the combination of data entry, report preparation, and data analysis
necessary to effectively manage the municipal sales tax and recover revenues erroneously
allocated to other jurisdictions and allocation pools; and
WHEREAS, the parties desire to enter into a First Amendment to the Agreement
to increase the scope of work to include retail recruitment strategy and related economic
development services for the not -to -exceed amount of $20,000; and
WHEREAS, the First Amendment revises Section XIII, Insurance, of the
Agreement to update the insurance requirements to the City's current level.
NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of
National City hereby authorizes the Mayor to execute a First Amendment to the Agreement with
Hinderliter, de Llamas and Associates to increase the scope of work to include retail recruitment
strategy and related economic development services for the not -to -exceed amount of $20,000,
and to revise Section XIII, Insurance, of the Agreement by updating the insurance requirements
to the City's current level.
PASSED and ADOPTED this 3rd day of October, 20
Morrison, Mayor
ATTEST:
Mich. el R. Dalla, C. Clerk
APPROVE S TO FORM:
Passed and adopted by the Council of the City of National City, California, on
October 3, 2017 by the following vote, to -wit:
Ayes: Councilmembers Cano, Mendivil, Morrison, Rios, Sotelo-Solis.
Nays: None.
Absent: None.
Abstain: None.
AUTHENTICATED BY:
RON MORRISON
Mayor of the City of National City, California
%!
City C
o
erk of the City National City, California
By:
Deputy
I HEREBY CERTIFY that the above and foregoing is a full, true and correct copy of
RESOLUTION NO. 2017-186 of the City of National City, California, passed and
adopted by the Council of said City on October 3, 2017.
City Clerk of the City of National City, California
By:
Deputy
C,`'ZD/y - 16
CITY OF NATIONAL CITY, CALIFORNIA
COUNCIL AGENDA STATEMENT
MEETING DATE: October 3, 2017i
AGENDA ITEM NO. 7
ITEM TITLE:
Resolution of the City Council of the City of National City authorizing the Mayor to execute the First
Amendment to the Agreement for Sales Tax Audit and Information Services by and between the City
of National City and Hinderliter, de Llamas and Associates for retail recruitment strategy and related
economic development services.
PREPARED BY:
;Megan Gamwell, Economic Development Specialist
PHONE: 619-336-4210
EXPLANATION:
See Attachment No. 1 Staff Report.
DEPARTMENT:
APPROVED BY:
Housing & Economic
Development
FINANCIAL STATEMENT: APPROVED: i
ACCOUNT NO. 001-419-476-299-0000 Contract Services APPROVED:
Finance
MIS
This contract requires the use of General Fund unassigned fund balance of $20,000.00. If adopted, the preceding
Resolution adopting the Economic Development Strategic Plan would appropriate these funds.
ENVIRONMENTAL REVIEW:
This action is not considered a project as defined by the California Environmental Quality Act (CEQA),
and, therefore, is not subject to CEQA.
ORDINANCE: INTRODUCTION:
FINAL ADOPTION: F--1
STAFF RECOMMENDATION:
Adopte the Resolution.
BOARD I COMMISSION RECOMMENDATION:
ATTACHMENTS:
1. Background
2. Amendment to Contract for Professional Services with Exhibit 1
3. Resolution
Page A7 nt IQ&
Asa ltL oM Ida. 20f1 j$
Attachment No. 1
Background Report
Presentation from ECONSolutions by HdL Companies on a proposal for retail
recruitment and related economic development services
ECONSolutions was formed in 2014 by Hinderliter, de Llamas, and Associates (HdL
Companies) to provide a variety of economic development products and services in
further serving local governments. ECONSolutions has a successful record of
accomplishment for attracting quality retail to various cities in California including; Apple
Valley, Banning, Covina, Diamond Bar, Eastvale, Indio, Marina, Upland, and Vallejo, and
attracting retailers including Aldi, Blaze Pizza, Chipotle, Coffee Bean & Tea Leaf, Costco,
Grocery Outlet, Hobby Lobby, Marshalls, MOD Pizza, Smart & Final, Smash Burger,
Sprouts, The Habit, Waba Grill, 365 by Whole Food and many more quality businesses.
The HdL Companies team consists of many former public -sector executives that have
years of experience in local government in the fields of management, finance, economic
development, and community development.
The Proposition "D" Independent Evaluation Committee has asked the City of National
City ("the City") to develop a long term strategic plan that would assist in increasing tax
revenue and help the City transition out of the District Transaction & Use Tax. Part of this
process is working to determine the most viable industries for generating new revenues
for the city. ECONSolutions by HdL Companies has put together a proposal for retail
recruitment and related economic development services that will assist the City in
diversifying its sales tax revenue by attracting new business through insight Market
Analytics, Trade Area & Void Analysis and Financial Analysis and Revenue Projections.
The City has an existing contract with HdL Companies to provide Sales Tax Audit and
Information Services. The City's Housing and Economic Development Department staff
recommends entering into a First Amendment to the Agreement for Professional Services
by and between the City of National City and Hinderliter, De Llamas and Associates (HdL
Companies) for the development of a Retail Recruitment Strategy and Related Economic
Development Services through ECONSolutions.
FISCAL IMPACT
The one-time cost of the proposed amendment is $20,000. Item No. 6 of today's
Economic Development Workshop Agenda proposes the adoption of a Resolution that in
part allocates $140,000 to fund the Economic Development Plan. The $20,000 required
for the proposed First Amendment to the HdL agreement is included in the $140,000
request. Item No. 7 of the Workshop Agenda is a Resolution to be considered for adoption
by the City Council that would approve the First Amendment to the City's agreement with
HdL Companies to provide retail recruitment and related economic development services
to the City of National City.
Page 98 of 108
Attachment No. 2
FIRST AMENDMENT TO THE AGREEMENT
FOR SALES TAX AUDIT AND INFORMATION SERVICES
BY AND BETWEEN
THE CITY OF NATIONAL CITY
AND
HINDERLITER, DE LLAMAS AND ASSOCIATES
THIS FIRST AMENDMENT TO THE AGREEMENT, is entered into this day
of , 2017, by and between the CITY OF NATIONAL CITY, a
municipal corporation (the "CITY"), and HINDERLITER, DE LLAMAS AND ASSOCIATES
dba HdL Companies, a California corporation (the "CONSULTANT").
RECITALS
WHEREAS, the CITY and the CONSULTANT entered into an Agreement on July 14,
1998, (the "Agreement") wherein the CONSULTANT agreed to provide the combination of data
entry, report preparation, and data analysis necessary to effectively manage the municipal sales
tax and recover revenues erroneously allocated to other jurisdictions and allocation pools; and
WHEREAS, the parties desire to amend the Agreement to increase the scope of work to
include retail recruitment strategy and related economic development services as described in
CONSULTANT'S Proposal, attached hereto as Exhibit "1", and by this reference made a part
hereof, for the not -to -exceed amount of $20,000; and
WHEREAS, CONSULTANT will provide written invoices to the City for compensation
for services performed in accordance with Exhibit "1" in a form acceptable to CITY; and
WHEREAS, Section XIII, Insurance, of the Agreement is hereby amended to read as
follows:
17. INSURANCE, The CONSULTANT, at its sole cost and expense,
shall purchase and maintain, and shall require its SUBCONSULTANT(S), when
applicable, to purchase and maintain throughout the term of this Agreement, the
following insurance policies:
A. ❑ If checked, Professional Liability Inssurance (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 owned, non -owned, and hired vehicles ("any
auto"). The policy shall name the CITY and its officers, agents, employees, and
volunteers as additional insureds, and a separate additional insured endorsement
shall be provided.
C. Commercial General Liability Insurance, with minimum
limits of either $2,000,000 per occurrence and $4,000,000 aggregate, or
$1,000,000 per occurrence and $2,000,000 aggregate with a $2,000,000 umbrella
policy, covering all bodily injury and property damage arising out of its
operations, work, or performance under this Agreement. The policy shall name
the CITY and its officers, agents, employees, and volunteers as additional
Page 99 of 108
Attachment No. 2
insureds, and a separate additional insured endorsement shall be provided. The
general aggregate limit must apply solely to this "project" or "location". The
"project" or "location" should be noted with specificity on an endorsement that
shall be incorporated into the policy.
D. Workers' Compensation Insurance in an amount
sufficient to meet statutory requirements covering all of CONSULTANT'S
employees and employers' liability insurance with limits of at least $1,000,000
per accident, In addition, the policy shall be endorsed with a waiver of
subrogation in favor of the CITY. Said endorsement shall be provided prior to
commencement of work under this Agreement.
If CONSULTANT has no employees subject to the California
Workers' Compensation and Labor laws, CONSULTANT shall execute a
Declaration to that effect. Said Declaration shall be provided to CONSULTANT
by CITY.
E. The aforesaid policies shall constitute primary insurance as
to the CITY, its officers, officials, employees, and volunteers, so that any other
policies held by the CITY shall not contribute to any loss under said insurance.
Said policies shall provide for thirty (30) days prior written notice to the CITY's
Risk Manager, at the address listed in subsection G below, of cancellation or
material change.
F. If required insurance coverage is provided on a "claims
made" rather than "occurrence" form, the CONSULTANT shall maintain such
insurance coverage for three years after expiration of the term (and any
extensions) of this Agreement. In addition, the "retro" date must be on or before
the date of this Agreement.
G. The Certificate Holder for all policies of insurance required
by this Section shall be:
City of National City
c/o Risk Manager
1243 National City Boulevard
National City, CA 91950-43 97
H. Insurance shall be written with only insurers authorized to
conduct business in California that hold a current policy holder's alphabetic and
financial size category rating of not less than A:VII according to the current
Best's Key Rating Guide, or a company of equal financial stability that is
approved by the CITY' S Risk Manager. In the event coverage is provided by non -
admitted "surplus lines" carriers, they must be included on the most recent
California List of Eligible Surplus Lines Insurers (LESLI list) and otherwise meet
rating requirements.
I. 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 CITY'S Risk Manager. If the CONSULTANT
does not keep all of such insurance policies in full force and effect at all times
during the terms of this Agreement, the CITY may elect to treat the failure to
maintain the requisite insurance as a breach of this Agreement and terminate the
Agreement as provided herein.
Page 100 of 108
Attachment No. 2
J. All deductibles and self -insured retentions in excess of
$10,000 must be disclosed to and approved by the CITY.
K. If the CONSULTANT maintains broader coverage or
higher limits (or both) than the minimum limits shown above, the CITY requires
and shall be entitled to the broader coverage or higher limits (or both) maintained
by the CONSULTANT. Any available insurance proceeds in excess of the
specified minimum limits of insurance and coverage shall be available to the
CITY.
WHEREAS, in the event any conflict or inconsistencies between the Agreement and the
Proposal (Exhibit "1"), the terms of the Agreement shall control.
NOW, THEREFORE, the parties hereto agree that the Agreement entered into on July 14,
1998, shall be amended to increase the scope of work to include retail recruitment strategy and
related economic development services as described in CONSULTANT'S Proposal, attached
hereto as Exhibit "1", and by this reference made a part hereof, for the not -to -exceed amount of
$20,000.
The parties further agree that with the foregoing exception of the provisions provided
herein, each and every term and provision of the Agreement dated July 14, 1998, shall remain in
full force and effect.
IN WITNESS WHEREOF, the parties hereto have executed this First Amendment to the
Agreement on the date and year first above written.
CITY OF NATIONAL CITY HINDERLITER, DE LLAMAS AND ASSOCIATES
(Sign Wires ' o corporate officers required)
By:
Ron Morrison, Mayor
APPROVED AS TO FORM:
Angil P. Morris -Jones
City Attorney
By:
By:
(Name
Andrew Nickerson
(Print)
President
(Title)
��
(Na�ie)7
Jeffrey Schmehr
(Print)
Chief Financial Officer
(Title)
Page 101 of 108
Exhibit 1
NATIONAL CITY
RETAIL RECRUITMENT STRATEGY AND RELATED
ECONOMIC DEVELOPMENT SERVICES
ECONSolutions
By HdL
Page 102 of 108
Submitted by:
ECONSolutions by HdL
1340 Valley Vista Dr., Ste. 200
Diamond Bar, CA 91765
www.hdlcompanies.com
www.econsolutionsbyhdl.com
Contact:
Barry Foster
909-861-43:
bfoster@hdlcompanies.coti.
Attachment No. 2
Proposal for Retail Recruitment and Related Economic Development Services for National City
July 12, 2017
COVER LETTER
July 12, 2017
Megan Gamwell, Economic Development Specialist
National City
140 E. 12th St. Ste. B
National City, CA 91950
Dear Ms. Gamwell
ECONSolutions by HdL is pleased to submit this proposal to National City for Retail Recruitment and
Related Economic Development Services. For 35 years, HdL has been providing cities, counties, and
special districts with a variety of professional consulting services and software support. Based in Diamond
Bar, HdL's client list includes more than 400 local governments. In addition to the main office in Diamond
Bar, HdL recently opened a Northern California office in Pleasanton, CA. The HdL team consists of many
former public -sector executives that have extensive experience in local government in the fields of
management, finance, economic development, and community development. ECONSolutions was
formed in 2014 to provide a variety of economic development products and services in further serving
local governments.
ECONSolutions embraces and is firmly committed to an approach of utilizing a qualified consultant to help
establish a Retail Recruitment Strategy. ECONSolutions has a successful record of accomplishment for
attracting quality retail to various cities in California including; Apple Valley, Banning, Covina, Diamond
Bar, Eastvale, Indio, Marina, Upland, and Vallejo, and attracting retailers including Aldi, Blaze Pizza,
Chipotle, Coffee Bean & Tea Leaf, Costco, Grocery Outlet, Hobby Lobby, Marshalls, MOD Pizza, Smart &
Final, Smash Burger, Sprouts, The Habit, Waba Grill, 365 by Whole Food and many more quality
businesses.
We enjoy working closely with our clients in a collaborative public -private team approach. The scope of
services presented by this proposal is exactly the approach that HdL supports and is a major reason
ECONSolutions by HdL was created. Barry Foster, the Managing Principal for ECONSolutions, will act as
the Project Manager for the National City project and be the primary contact working directly with city
staff. We look forward to further discussing the opportunities for retail attraction in National City at your
convenience. In my role as President of HdL, I am authorized to sign for and make representations on
behalf of the company. I have read, understood and agree to all statements in this request for proposal.
Please feel free to contact Barry Foster at 909.861.4335 or by email at bfoster@hdlcompanies.com.
Sncerely,
C2(
Andy Nickerson
President, HdL
ECONSolutions
By HdL
Page 103 of 108
2
Attachment No. 2
Proposal for Retail Recruitment and Related Economic Development Services for National City
July 12, 2017
PROJECT APPROACH
For National City to be successful with retail recruitment, ECONSolutions recommends creating a Retail
Recruitment Strategy consisting of the following components:
1. CITY WIDE COMMERCIAL RETAIL PROPERTY ASSESSMENT
Preparation of an assessment of key undeveloped properties, major shopping centers and
strategic retail areas within National City to understand future opportunities for retail
development, including new ground up development, redevelopment possibility or repositioning
opportunity of an existing center. The scope of work shall include:
• Work closely with City staff to identify major shopping centers and retail areas, along with
possible new ground up development opportunities to establish the framework for a
successful retail recruitment effort.
• Work with City Staff to identify the ownership of major shopping centers, along with real
estate professionals and key stakeholders.
2. INSIGHT MARKET ANALYTICS
Preparation of INSIGHT -Market Analytics, HdL's comprehensive market analytics package
consisting of several key assessments, profiles and reports for five trade areas in National City,
plus the City as whole. The INSIGHT -Market Analytics package includes:
• Consumer Demographic Profile: Uses the STI-PopStats data base with over 1,200 variables
with bottom up methodology for the highest accuracy level and dependable demographic
information.
• Employment Profile; Uses the STI-Workplace database to deliver employment statistics for a
community including employment by industry group and employment and employment by
occupation group, along with daytime population and wage estimates within a defined
market area.
• Household Segmentation Profile: Provides a deep understanding of consumer preferences,
behaviors and habits by segmenting 70 household clusters into one of 21 Lifestage Groups.
• Consumer Demand & Market Supply Assessment: Examine opportunity/gaps across 31
leading retail segments and 40 major product/service lines for insight on potential
opportunities in a market area.
• Trade Areas Maps
3. UNDERSTANDING THE NATIONAL CITY MARKETPLACE
National City must gain an understanding of the existing retail marketplace, as well identify
targets for future retail attraction opportunities that will provide a road map for National City's
retail recruitment efforts including:
• Retail Performance Assessment: Provide an assessment of National City's current retail
environment that is enhance because of HdL's proprietary sales tax base, to highlight local
retail trends.
• Marketplace Knowledge: Recognition of the strengths and challenges of the National City
market in competing with other cities and trade areas in the San Diego Region.
• Void Analysis Summary & Market Profile: Utilize the Commercial Retail Property Assessment
and INSIGHT -Market Analytics to prepare void analysis to create a list of retailers and
restaurants that could fill a void within a market area. The void analysis uses software that is
ECONSolutions
By HdL
Page 104 of 108
11
Attachment No. 2
Proposal for Retail Recruitment and Related Economic Development Services for National City
July 12, 2017
supported by a database of over 1,000 national and regional retailers/restaurants with over
131,000 locations within the State of California.
4. RETAIL RECRUITMENT ACTION PLAN
Prepare a Retail Recruitment Action Plan using all the information generated from the three work
components above — 1) Citywide Commercial Retail Property Assessment, 2) INSIGHT -Market
Analytics and 3) Understanding the National City Marketplace.
• The Retail Recruitment Action Plan shall act as a foundation for National City's Retail
Recruitment Strategy.
• The Retail Recruitment Action Plan will recognize the opportunities available for National City
given its demographic composition and trade areas, but also strive to enhance the quality of
retail possibilities in the National City community.
5. MARKETING PACKET DESIGN
Design an effective marketing packet to assist National City with retail recruitment including the
following items:
• Marketing cover letter
• Community Profile -will summarize National City's characteristics, market area trends and
local economic indicators in condensed 4 to 6-page format.
• INSIGHT Market Analytics package with four highly useful assessments, profiles and
demographic reports.
• Marketing brochure document strengths of National City and presenting retail opportunities.
• Trade areas maps
ECONSolutions
By HdL
Page 105 of 108
12
Attachment No. 2
Proposal for Retail Recruitment and Related Economic Development Services for National City
July 12, 2017
PROJECT TIMELINE
1. CITYWIDE COMMERCIAL RETAIL PROPERTY ASSESSMENT
Two -weeks — Initial (and ongoing) from the notice to proceed to establish a basic
understanding of the key underdeveloped properties and strategic retail areas for future
retail development.
Two -weeks — to establish a network of key staff, property owners, and active real estate
professionals in the San Diego region.
2. INSIGHT - MARKET ANALYTICS
One -week — Package is completed after identifying the initial areas of focus (based on the
findings from the retail property assessment) and is updated about six months later.
3. UNDERSTANDING NATIONAL CITY MARKETPLACE
Three -weeks — after completing Item #1 and identifying key areas of focus and
stakeholders in the region (property owner, developers, real estate professionals) we
shall complete:
Retail Performance Assessment
Marketplace Knowledge
Void Analysis
4. RETAIL RECRUITMENT ACTION PLAN
Two Weeks — After completion of all the above items the Action Plan will be completed
and available for review and approval.
5. MARKETING PACKET DESIGN
Three -weeks — will provide a sample marketing packet within two -weeks of completion
of Item 3 above.
Total timeline for Items 1 — 5 is estimated at 10 weeks for completion (as some items will be handled
concurrently).
ECONSolutions
By HdL
Page 106 of 108
13
Attachment No. 2
Proposal for Retail Recruitment and Related Economic Development Services for National City
July 12, 2017
COST
The following is the cost for the services contained in the proposal presented by ECONSolutions.
Items 1— 5
1) The Citywide Commercial Retail Property Assessment, 2) INSIGHT -Market Analytics, 3)
Understanding the National City Marketplace, 4) Retail Recruitment Action Plan and 5)
Marketing Packet Design to be prepared for a fixed fee of $20,000.
ECONSolutions
By HdL
Page 107 of 108
15
Attachment No. 3
RESOLUTION NO. 2017 —
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF NATIONAL CITY
AUTHORIZING THE MAYOR TO EXECUTE THE FIRST AMENDMENT TO
THE AGREEMENT FOR SALES TAX AUDIT AND INFORMATION SERVICES
BY AND BETWEEN THE CITY OF NATIONAL CITY AND HINDERLITER,
DE LLAMAS AND ASSOCIATES FOR RETAIL RECRUITMENT STRATEGY
AND RELATED ECONOMIC DEVELOPMENT SERVICES
WHEREAS, the City of National City and the Hinderliter, de Llamas and
Associates ("HdL") entered into an Agreement on July 14, 1998, (the "Agreement") wherein the
HdL agreed to provide the combination of data entry, report preparation, and data analysis
necessary to effectively manage the municipal sales tax and recover revenues erroneously
allocated to other jurisdictions and allocation pools; and
WHEREAS, the parties desire to enter into a First Amendment to the Agreement
to increase the scope of work to include retail recruitment strategy and related economic
development services for the not -to -exceed amount of $20,000; and
WHEREAS, the First Amendment revises Section XIII, Insurance, of the
Agreement to update the insurance requirements to the City's current level.
NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of
National City hereby authorizes the Mayor to execute a First Amendment to the Agreement with
Hinderliter, de Llamas and Associates to increase the scope of work to include retail recruitment
strategy and related economic development services for the not -to -exceed amount of $20,000,
and to revise Section XIII, Insurance, of the Agreement by updating the insurance requirements
to the City's current level.
PASSED and ADOPTED this 3rd day of October, 2017.
ATTEST:
Michael R. Dalla, City Clerk
APPROVED AS TO FORM:
Angil P. Morris -Jones
City Attorney
Ron Morrison, Mayor
Page 108 of 108
CITY OF NATIONAL CITY
Office of the City Clerk
1243 National City Blvd., National City, California 91950
619-336-4228
Michael R. Dalla, CMC - City Clerk
October 12, 2017
Mr. Andrew Nickerson, President
ECONSolutions by HdL
1340 Valley Vista Dr., Ste. 200
Diamond Bar, CA 91765
Dear Mr. Nickerson,
On October 3rd. 2017, Resolution
City Council of the City of National
Hinderliter, de Llamas and Associates
We are enclosing for your records a
executed original Agreement.
Michael R. Dalla, CMC
City Clerk
Enclosures
No. 2017-186 was passed and adopted by the
City, authorizing execution of an Agreement with
certified copy of the above Resolution and a fully