AGENDA
Pismo Beach City Council
Tuesday, December 19, 2023
Time Meeting Type Physical Location Virtual Participation Option 5:00 p.m. Closed Session City Hall None
5:30 p.m. Regular Meeting 1 2 Council Chamber, City Hall https://us02web.zoom.us/j/84823715585 1 Live virtual participation is offered via Zoom.
2 Broadcast meeting also available, for viewing only, on cable Channel 20 and online at pismobeach.org/agenda.
0. HYBRID MEETING INSTRUCTIONS:
These meetings are being conducted in a hybrid format with both in-person and virtual public participation. Ways to watch these meetings and submit public comment are provided below.
Watch and participate in person:
• Regular Meeting: Visit the Council Chamber at City Hall, 760 Mattie Road, Pismo Beach, CA 93449. • To make Regular Meeting public comment, please submit an optional blue “speaker slip” to staff; the Mayor will ask you to approach the lectern to speak during the public comment period on your item of interest. • To make Closed Session public comment, please be present in the Council Chamber at the start of Closed Session; the Mayor will call for public comment prior to commencing the closed proceedings.
Watch and participate via Zoom:
• Regular Meeting only: Click this link on any computer or mobile device:
https://us02web.zoom.us/j/84823715585 . This URL may also be typed into a web browser. • To make Regular Meeting public comment, press the “raise your hand” button when the comment period for your item of interest begins. You will be notified when you’ve been unmuted and it’s your turn to speak.
Listen and participate via telephone:
• Regular Meeting only: Call 1-669-900-6833 to join by telephone audio only. Enter Meeting ID 848 2371 5585 when prompted.
• To make Regular Meeting public comment, press *9 to “raise your hand” when the comment period on your item of interest begins. You will be notified when you’ve been unmuted and it’s your turn to speak.
Watch online:
• Regular Meeting only: Visit www.pismobeach.org/agenda and scroll to “Upcoming Events.” When the live broadcast begins, an “In Progress” link will appear; click this link to watch the livestream. A recording of the meeting will be available on demand shortly after the meeting ends.
Watch on Channel 20:
• Regular Meeting only: Tune to local cable channel 20 in Pismo Beach; the meeting will be broadcast live.
Meetings are also replayed at 9:00 a.m., 6:00 p.m., and 1:00 a.m. each day the following week.
Submit written comment:
• Regular Meeting and Closed Session: In advance of the meeting, written comments may be emailed to [email protected] or mailed or delivered to the City Clerk’s Office, 760 Mattie Road, Pismo Beach, CA 93449. During the Regular Meeting no later than the start of the comment period for your item of interest, written comment may be hand-delivered to staff in the Council Chamber. Emails submitted after the start of the meeting may not be fully considered prior to any action taken on the item.
Submit voicemail comment:
• Regular Meeting and Closed Session: Call 805-773-7005 and leave a voicemail before the meeting.
Voicemails submitted after the start of the meeting may not be fully considered prior to any action taken on the item. This automated voicemail line will not be answered or monitored for other purposes.
Please note:
• Meetings may begin a few minutes after the scheduled start time. • Meetings will be recorded, except closed sessions; these recordings are public record. • Phone numbers of call-in participants may be visible to other meeting participants, or in meeting recordings. • Phone numbers of voicemail commenters may be visible in the public record along with transcripts.
Please contact City Clerk Erica Inderlied at [email protected] with questions.
Pismo Beach City Council Agenda December 19, 2023
Special Closed Session—5:00 p.m.
City Hall, 760 Mattie Road, Pismo Beach, CA 93449
CALL TO ORDER: Mayor Waage
1. ROLL CALL:
Mayor: Waage
Mayor Pro Tem: Reiss
Council Members: Guthrie, Inman, Newton
2. PUBLIC COMMENT PERIOD – Council Chamber
At this time, members of the public may comment on any item appearing on the agenda.
Please adhere to the following procedures when addressing the Council:
• Please limit your comments to 3 minutes or less.
• Unduly disruptive behavior will not be permitted.
Documents submitted to the Council become public record unless otherwise exempt from disclosure.
3. ANNOUNCEMENT OF CLOSED SESSION ITEM(S)
Item 3.A: Conference with Legal Counsel – Existing Litigation (Paragraph (1) of subdivision (d) of Government Code §54956.9) Name of Case: Fred McNeal and Thomas McNeal v. City of Pismo Beach; San Luis Obispo County Superior Court Case No. 23CV-0706
4. CLOSED SESSION REPORT
If a regular meeting follows this Closed Session, the Closed Session Report will be made during the regular meeting.
5. ADJOURNMENT
Meeting Time Date Location
Regular Meeting 5:30 p.m. Tuesday, December 19, 2023 Council Chamber, City Hall
Pismo Beach City Council Agenda December 19, 2023
Regular Meeting—5:30 p.m.
Council Chamber, City Hall, 760 Mattie Road, Pismo Beach, CA 93449
CALL TO ORDER: Mayor Waage
1. ROLL CALL:
Mayor: Waage
Mayor Pro Tem: Reiss
Council Members: Guthrie, Inman, Newton
2. PLEDGE OF ALLEGIANCE
3. ACCEPTANCE OF AGENDA
4. PRESENTATIONS
Item 4.A: Proclamation: Supporting Allan Hancock College Offering a Bachelor’s Degree (Allan Hancock College)
5. PUBLIC COMMENT PERIOD
At this time, members of the public may comment on any item NOT appearing on the agenda. For items appearing on the agenda, including the Consent Calendar, the public will be invited to make comments during Council consideration of the item. In accordance with state law, matters raised as part of this comment period cannot be discussed or acted upon by the City Council at this time.
However, in response to a matter raised as part of this comment period, the Council may, during Item 13, City Council Comments and Requests, direct staff to assist a speaker, or schedule the matter for consideration on a future agenda.
Please adhere to the following procedures when addressing the Council:
• Please limit your comments to 3 minutes or less.
• Unduly disruptive behavior will not be permitted.
Documents submitted to the Council become public record unless otherwise exempt from disclosure.
6. CITY MANAGER’S REPORT - No action to be taken
7. CITY ATTORNEY’S REPORT / CLOSED SESSION REPORT - No action to be taken
8. COUNCIL COMMITTEE REPORTS
1. Air Pollution Control District, SLO County (Newton/Reiss)
2. California Joint Powers Insurance Authority (Reiss)
3. CAPSLO (Reiss)
4. Central Coast Blue Regional Recycled Water Authority (Waage)
5. Central Coast Community Energy Policy Board (Mayor)
6. Chapman Estate Foundation (Liaison) (Reiss)
7. Coastal Cities Group, League of CA Cities (Waage)
8. Conference and Visitors Bureau / LBID Board (Liaison) (Inman)
9. Friends of Price House Liaison (Waage)
10. Hazard Mitigation & Fire Safety (Inman/Waage)
11. Homeless Services Oversight Council (Guthrie/Reiss)
12. Integrated Waste Management Authority (Newton/Inman)
13. Mobile Home Rent Stabilization Subcommittee (Inman/Reiss)
14. REACH (Newton)
15. Regional Transit Authority, SLO (Waage/Reiss)
16. Shell Beach Improvement Group Liaison (Inman)
17. SLOCOG (Waage/Reiss)
18. South County Chambers Gov’t Affairs (Guthrie/Inman)
19. Visit SLO CAL Advisory Committee (Inman)
20. Water Resources Advisory Committee, SLO (Guthrie/Inman)
21. Zone 3 Water Advisory Committee, SLO (Guthrie/Inman) (Govt Code Section 53232.3)
Pismo Beach City Council Agenda December 19, 2023
9. CONSENT CALENDAR
All Consent Calendar items will be acted upon by a single action of the City Council unless otherwise requested by an individual Council Member for separate consideration. Public comment on Consent Calendar items will be invited prior to action on the Calendar.
Item 9.A: Adoption of Meeting Minutes (Inderlied)
Recommendation:
Adopt Minutes of the December 5, 2023 Closed and Regular Meeting.
Item 9.B: Payroll Register and Register of Demands (Feeser)
Recommendation:
1. Approve the Summary of Payroll Register for November 19, 2023;
2. Approve the Register of Demands for November 10, 2023 and November 17, 2023.
Item 9.C: Update on January 9, 2023 and January 12, 2017 Emergency Proclamations (Inderlied)
Recommendation:
No action recommended; for information only.
Item 9.D: Acceptance of Cal Fire California Climate Investments (CCI) Grant Funds, Authorization to Purchase One 2024 Caterpillar Compact Track Loader from Quinn Company and One Deckover Tilt Trailer from Heacock Trailers, and Appropriating Related Budget Adjustments in Fiscal Year 2024 (Lee)
Recommendation:
Adopt a Resolution authorizing:
1. Acceptance of grant funds in the amount of $190,537.69 from Cal Fire;
2. The purchase of one 2024 Caterpillar Model 299D3 Compact Track Loader from Quinn Company in the amount of $161,086.25; and
3. The purchase of one DET 210 Deckover Tilt Trailer from Heacock Trailers & Truck Accessories in the amount of $26,639.17; and
Appropriating related budget adjustments in Fiscal Year 2024.
Item 9.E: Payment to Pacific Gas and Electric (PG&E) for Electrical Work Related to Central Coast Blue (Fine)
Recommendation:
Adopt a Resolution authorizing payment to Pacific Gas and Electric Company in the amount of $66,194.01 for costs related to Central Coast Blue.
Pismo Beach City Council Agenda December 19, 2023
Item 9.F: Amendment #1 to the Agreement with Urban Planning Concepts, Inc. for In-House Planning Services (Downing)
Recommendation:
Adopt a Resolution authorizing the City Manager to execute Amendment #1 to the agreement with Urban Planning Concepts, Inc. in the amount of $91,200 in Fiscal Year 2024 for in-house planning services, and appropriating related budget adjustments.
Item 9.G: Adoption (Second Reading) of an Ordinance Approving a Development Agreement with Pismo Beach Self Storage, LP for the Property Located at 100 Five Cities Drive (Inderlied)
Recommendation:
Adopt an Ordinance approving a Development Agreement with Pismo Beach Self Storage, LP.
10. ITEMS PULLED FROM CONSENT CALENDAR
11. PUBLIC HEARINGS - No earlier than 6:00 p.m.
None.
12. BUSINESS ITEMS - May be reordered and heard prior to Public Hearings
Item 12.A: Appointment of CalPERS Retiree to Serve as Extra Help on an Interim Basis (Garcia)
Recommendation:
Adopt a Resolution appointing Michael Codron as Interim Community Development Director pursuant to Government Code Section 21221(h).
Item 12.B: Fire Department Semi-Annual Report (Lee)
Recommendation:
Receive Fire Department briefing.
13. CITY COUNCIL COMMENTS AND REQUESTS - No action to be taken
14. ADJOURNMENT
To the following meeting(s). Special and Closed Session times may be subject to change, as noticed. Meetings will be held in a hybrid in-person / virtual format unless otherwise noted:
Meeting Time Date Location
Regular Meeting 5:30 p.m. Tuesday, January 2, 2024 CANCELLED Regular Meeting 5:30 p.m. Tuesday, January 16, 2024 Council Chamber, City Hall Regular Council meetings will adjourn by 11:00 p.m. unless four-fifths of the Council votes to continue past that time. If the meeting is adjourned at 11:00 p.m., any remaining agenda items will be continued to the next regular meeting (R-97-04).
Pismo Beach City Council Agenda December 19, 2023
AFFIDAVIT OF POSTING
I, Erica Inderlied, City Clerk for the City of Pismo Beach, declare under penalty of perjury that the foregoing agenda for the December 19, 2023 meeting(s) of the Pismo Beach City Council was posted on December 14, 2023, at City Hall, located at 760 Mattie Road, Pismo Beach, CA, as well as on the City’s website.
Erica Inderlied, City Clerk
Meeting Schedule: The City Council of Pismo Beach regularly meets on the first and third Tuesdays of each month at 5:30 p.m., unless otherwise noticed. Closed and Special sessions will be duly noticed as needed.
Council Agendas: Agendas for Regular Meetings are available for public review on the City’s website at pismobeach.org/agenda and upon request from the City Clerk’s Office, typically by 4:00 p.m. on the Thursday prior to the meeting, but no later than 72 hours prior to the meeting. Agendas for Closed Sessions and other Special meetings are made available at least 72 hours prior to the meeting when possible, but no later than 24 hours prior to the meeting.
Related Materials: All materials submitted to the Council relating to items on this agenda are open for public inspection unless otherwise exempt by law. Staff reports and attachments published as part of this agenda packet, as well as copies of correspondence received relating to these agenda items and materials distributed at the meeting, may be obtained 1) in the consolidated online Agenda Center at pismobeach.org/agenda, 2) in the Access Pismo public records portal at pismobeach.org/accesspismo, 3) by request from the City Clerk at [email protected], or 4) in person at the City Clerk's Office, City Hall, 760 Mattie Road, Pismo Beach, Mon–-Fri 8:00 a.m.–-5:00 p.m. Please call (805) 773-7003 with any questions.
Broadcasting: Regular (televised) City Council meetings are available for viewing 24/7 at pismobeach.org/agenda, broadcast live on Channel 20, and re-broadcast during the week following the meeting on Channel 20 at 9:00 a.m., 6:00 p.m., and 1:00 a.m. each day.
Use of Equipment: Please contact the City Clerk’s Office if requesting to use the chamber equipment during public comment or as part of a scheduled presentation, 24 hours prior to the meeting at (805) 773-7003.
Notice Regarding Americans with Disabilities Act
In compliance with the Americans with Disabilities Act, if you need special assistance to participate in this meeting or if you need agenda documents provided in an alternative format, please contact the City Clerk’s Office at 773-7003 as soon as possible prior to the meeting to ensure that reasonable arrangements can be made (28CFR 35.102-
35.104 ADA Title II).
A PROCLAMATION OF THE CITY COUNCIL OF THE CITY OF PISMO BEACH, CALIFORNIA SUPPORTING ALLAN HANCOCK COLLEGE OFFERING A BACHELOR’S DEGREE WHEREAS, bachelor’s degree attainment in northern Santa Barbara County is well below the state’s average, wherein the region’s two largest cities, Santa Maria and Lompoc, have college attainment rates below 13% (compared to the statewide average of 35%); and WHEREAS, the nearest baccalaureate-granting universities to the Santa Maria area are University of California, Santa Barbara (70 miles south), and California Polytechnic State University, San Luis Obispo (35 miles north), both of which maintain international profiles that result in low admission rates for local students; and
WHEREAS, the benefits of bachelor’s degree is well documented, with a recent nationwide study from the College Board reporting that median earnings of bachelor’s degree recipients were 65% higher than those of high school graduates with no degree; and
WHEREAS, current data from the Bureau of Labor Statistics indicate that management jobs in fields such as operations, health services, transportation, and communications are in high demand and pay a livable wage in Santa Barbara and San Luis Obispo counties; and WHEREAS, Allan Hancock College, established over a century ago in 1920, is a federally designated Hispanic-serving intuition that has been recognized five times since 2011 by the Aspen Institution as a top 150 community college nationally; and
WHEREAS, Allan Hancock College maintains a strong track record of partnering with regional business and industry, municipalities, agencies, and K-12 educational institutions for workforce development, and contributes in excess of $550 million annually to the local economy; and WHEREAS, Allan Hancock College is applying to the Board of Governors of the California Community Colleges to offer its first bachelor’s degree for local students who may not be able to move or commute out of the region for their education; and
WHEREAS, the proposed Bachelor’s of Science in Applied Professional Studies will provide practical management education through the college’s Business Department and will prepare graduates for entry-level positions in office management, human resources, and other basic business operations.
NOW, THEREFORE, the City Council of the City of Pismo Beach hereby proclaims its unequivocal support for Allan Hancock College in its application to the Board of Governors of the California Community Colleges to offer a bachelor’s degree in Applied Professional Studies.
Dated this 19th day of December, 2023
________________________
Ed Waage, Mayor
Council Agenda 12-19-2023 4.A-1
PISMO BEACH CITY COUNCIL STAFF REPORT
Agenda Item #9.A
` SUBJECT/TITLE:
ADOPTION OF MEETING MINUTES
RECOMMENDATION:
Adopt Minutes of the December 5, 2023 Closed and Regular Meeting.
BACKGROUND:
Attached for the Council’s consideration are the draft minutes of the subject meetings for review and adoption.
FISCAL IMPACT:
There is no fiscal impact associated with the preparation or adoption of meeting minutes.
ALTERNATIVES:
1. Adopt the minutes with revisions.
2.Decline to adopt the minutes; provide direction or request additional information.
ATTACHMENTS:
1.Draft Minutes of the December 5, 2023 Closed and Regular Meeting Submitted by: Erica Inderlied, City Clerk Meeting Date: December 19, 2023 City Manager Approval:
9.A-1Council Agenda 12-19-2023
DRAFT MINUTES
Pismo Beach City Council
Tuesday, December 5, 2023
Special Closed Session—5:00 p.m.
City Hall, 760 Mattie Road, Pismo Beach, CA 93449
The City Council of the City of Pismo Beach met this date in a special closed session with Mayor Pro Tem Reiss presiding.
CALL TO ORDER: Mayor Pro Tem Reiss called the meeting to order at 5:00 p.m.
1. ROLL CALL:
Present: Absent:
Mayor Pro Tem Mary Ann Reiss Mayor Ed Waage
Council Member Marcia Guthrie
Council Member Stacy Inman
Council Member Scott Newton
Staff Present:
Matt Downing, Community Development Director
David Fleishman, City Attorney
Jorge Garcia, City Manager
2. PUBLIC COMMENT PERIOD
Call for public comment: No comment.
3. ANNOUNCEMENT OF CLOSED SESSION ITEMS
City Attorney Fleishman announced the Closed Session item listed below.
Item 3.A: Conference with Legal Counsel – Anticipated Litigation Significant exposure to litigation pursuant to paragraph (2) of subdivision (d) of Government Code §54956.9: One potential case
The Council retired to Closed Session to consider the above item.
4. CLOSED SESSION REPORT
City Attorney Fleishman would report in the next regular open session that no reportable action was taken on the above item.
9.A-2Council Agenda 12-19-2023
Attachment 1
5. ADJOURNMENT
At 5:28 p.m., to the 5:30 p.m. Regular Meeting.
9.A-3Council Agenda 12-19-2023
Attachment 1
Regular Meeting—5:30 p.m.
Council Chamber, City Hall, 760 Mattie Road, Pismo Beach, CA 93449
The City Council of the City of Pismo Beach met this date in a regular session with Mayor Pro Tem Reiss presiding.
CALL TO ORDER: 5:30 p.m.
TELECONFERENCE PROCEDURE
Item: Notification by a Legislative Body Member of the Need for Teleconference Meeting Attendance for Just Cause Under Assembly Bill 2449
Mayor Waage notified the City Council of the need to attend the meeting by teleconference under the provisions of Assembly Billy 2449 for just cause; gave a brief general description of the circumstances giving rise to the need to attend virtually; and disclosed that there were no other adults present at the remote location.
Action: No action.
1. ROLL CALL:
Present: Absent:
Mayor Ed Waage (via teleconference) None
Mayor Pro Tem Mary Ann Reiss
Council Member Marcia Guthrie
Council Member Stacy Inman
Council Member Scott Newton
Staff Present:
Matt Downing, Community Development Director
Nadia Feeser, Administrative Services Director
Benjamin Fine, Public Works Director/City Engineer
David Fleishman, City Attorney
Jorge Garcia, City Manager
Erica Inderlied, City Clerk
Gordon Jackson, Director of Tourism and Events
Paul Lee, Battalion Chief
Jeff Smith, Chief of Police
Other staff present as noted below
2. PLEDGE OF ALLEGIANCE
Council Member Inman led the Pledge of Allegiance.
9.A-4Council Agenda 12-19-2023
Attachment 1
3. ACCEPTANCE OF AGENDA
No requests to reorder the agenda.
4. PRESENTATIONS
None.
5. PUBLIC COMMENT PERIOD
Call for public comment: No comment.
6. CITY MANAGER’S REPORT
City Manager Garcia commented on various topics.
7. CITY ATTORNEY’S REPORT / CLOSED SESSION REPORT
City Attorney Fleishman reported that the Council had taken no reportable action during its 5:00 p.m. Closed Session.
8. COUNCIL COMMITTEE REPORTS
The Council reported on recent and upcoming meetings of various external bodies:
Council Member Inman:
Pismo Beach Conference and Visitors Bureau (CVB) Board / Lodging Business Improvement District (LBID) Advisory Board.
Council Member Guthrie:
San Luis Obispo County Homeless Services Oversight Council.
San Luis Obispo County Zone 3 Water Committee.
9. CONSENT CALENDAR
Call for public comment: No comment.
Action: Adopt Consent Calendar.
Motion: Newton
Second: Inman
Vote: The motion passed on the following vote (Items 9.A through 9.K):
Ayes: 5 Newton, Inman, Guthrie, Reiss, Waage
Noes: 0
9.A-5Council Agenda 12-19-2023
Attachment 1
Absent: 0
Abstain: 0
Recused: 0
Item 9.A: Adoption of Meeting Minutes (Inderlied)
Recommendation:
1. Adopt Minutes of the November 7, 2023 Closed and Regular Meeting;
2. Adopt Minutes of the November 13, 2023 Closed Session.
Item 9.B: Payroll Register and Register of Demands (Feeser)
Recommendation:
1. Approve the Summary of Payroll Register for October 22, 2023 and November 5,2023;
2. Approve the Register of Demands for October 20, 2023, October 27, 2023 and November 3, 2023.
Item 9.C: Monthly Investment Transaction Report of the City’s Cash and Investments for October 2023 of FY 2024 (Feeser)
Recommendation:
No action recommended; for information only.
Item 9.D: Annual Public Report on Development Impact Fees for Fiscal Year 2023 (Feeser)
Recommendation:
1. Receive the Annual Public Report on Development Impact Fees for Fiscal Year 2023;
2. Adopt a Resolution approving the Annual Public Report on Development Impact Fees for Fiscal Year 2023.
Legislative Record: Resolution R-2023-088 adopted.
Item 9.E: Ratification of the Purchase of Two New Pool Vehicles in Fiscal Year 2024 (Fine)
Recommendation:
Adopt a Resolution ratifying the purchase of two Toyota RAV4 Hybrid LE vehicles at a combined price of $73,505.43 inclusive of tax, title, and licensing fees, in Fiscal Year 2024.
Legislative Record: Resolution R-2023-089 adopted.
9.A-6Council Agenda 12-19-2023
Attachment 1
Item 9.F: Amendment #9 to the Agreement with Rincon Consultants, Inc. for Professional Services Related to Central Coast Blue Environmental Documents (Fine)
Recommendation:
Adopt a Resolution authorizing the City Manager to execute Amendment #9 to the existing Professional Services Agreement with Rincon Consultants, Inc. for Preparation of Environmental Documents for Central Coast Blue in the amount of $23,053.
Legislative Record: Resolution R-2023-090 adopted.
Item 9.G: Joinder Amendment to the Second Amended and Restated Joint Powers Agreement of the Integrated Waste Management Authority (Fine)
Recommendation:
Adopt a Resolution approving the 2023 County Joinder Amendment to Second Amended and Restated Joint Powers Agreement of the Integrated Waste Management Authority.
Legislative Record: Resolution R-2023-091 adopted.
Item 9.H: 2024 City Council Regular Meeting Schedule (Inderlied)
Recommendation:
Adopt a Resolution establishing the 2024 City Council Regular Meeting schedule.
Legislative Record: Resolution R-2023-092 adopted.
Item 9.I: Adoption (Second Reading) of Sewer Use Ordinance (Inderlied)
Recommendation:
Adopt an Ordinance adding Chapter 13.12: Pretreatment Ordinance and amending Chapter 13.14: Sewer Use, of the City of Pismo Beach Municipal Code, relating to the City’s Advanced Water Purification Facility.
Legislative Record: Ordinance O-2023-005 adopted.
9.A-7Council Agenda 12-19-2023
Attachment 1
Item 9.J: Adoption (Second Reading) of an Ordinance Modifying Chapter
5.22 of the Pismo Beach Municipal Code Regarding Short-Term Rentals (Inderlied)
Recommendation:
Adopt an Ordinance amending Chapter 5.22 of the Pismo Beach Municipal Code, relating to administrative regulations of vacation rentals, short-term rentals, and homestays.
Legislative Record: Ordinance O-2023-006 adopted.
Item 9.K: Appointment of Alternate Director to the Central Coast Blue Regional Recycled Water Authority Board of Directors
(Inderlied)
Recommendation:
Appoint Mayor Pro Tem Reiss to serve as the City’s Alternate Director on the Central Coast Blue Regional Recycled Water Authority Board of Directors.
10. ITEMS PULLED FROM CONSENT
None.
12. BUSINESS ITEMS
This item was reordered.
Item 12.A: Coastal Development Permit Consolidation Request for the U.S. 101 Five Cities Multimodal Transportation Network Enhancement Project (Downing)
This item was reordered and heard prior to Item 11.A.
Recommendation:
Adopt a Resolution authorizing the California Coastal Commission to process a consolidated Coastal Development Permit for the U.S. 101 Five Cities Multimodal Transportation Network Enhancement Project.
Presenting staff:
Matt Downing, Community Development Director
Jorge Garcia, City Manager
Guest presenters:
Paul Valadao, Caltrans
Mitch Dallas, Caltrans
9.A-8Council Agenda 12-19-2023
Attachment 1
Call for public comment: No comment.
Action: Adopt a Resolution authorizing the California Coastal Commission to process a consolidated Coastal Development Permit for the U.S. 101 Five Cities Multimodal Transportation Network Enhancement Project.
Motion: Waage
Second: Guthrie
Vote: The motion passed on the following vote:
Ayes: 3 Waage, Guthrie, Reiss
Noes: 2 Inman, Newton
Absent: 0
Abstain: 0
Recused: 0
Legislative Record: Resolution R-2023-093 adopted.
Action: Consensus in support of providing the following direction to staff:
1. Return with renderings of design options for the project for the Council’s information in late January or early February 2024;
2. Send postcards to addresses throughout the entire city with information about the project.
In support: 5 Guthrie, Inman, Newton, Reiss, Waage
In opposition: 0
Absent: 0
Abstain: 0
Recused: 0
11. PUBLIC HEARINGS
Item 11.A: Public Hearing to Receive Community Input, Requests, and Recommendations for use of Community Development Block Grant Funds (Downing)
Recommendation:
1. Conduct a public hearing to receive input on the disbursement of the City’s allocation of Community Development Block Grant funds for the 2024 Action Plan Year;
2. Adopt a Resolution identifying draft recommendations to the County of San Luis Obispo for inclusion in the 2024 Community Development Block Grant Action Plan.
9.A-9Council Agenda 12-19-2023
Attachment 1
Presenting staff:
Matt Downing, Community Development Director
Jorge Garcia, City Manager
Public Hearing / Call for public comment: No comment.
The public hearing was closed.
Action: Adopt a Resolution Adopt a Resolution identifying draft recommendations to the County of San Luis Obispo for inclusion in the 2024 Community Development Block Grant Action Plan, with the following revision:
1. Contribute funds to the CAPSLO program that would otherwise have been allocated to the City for administrative processing.
Motion: Guthrie
Second: Inman
Vote: The motion passed on the following vote:
Ayes: 5 Guthrie, Inman, Newton, Reiss, Waage
Noes: 0
Absent: 0
Abstain: 0
Recused: 0
Legislative Record: Resolution R-2023-094 adopted.
Item 11.B: Introduction (First Reading) of an Ordinance Approving a Development Agreement with Pismo Beach Self Storage, LP for the Property Located at 100 Five Cities Drive (Fleishman)
Recommendation:
Introduce an Ordinance approving a Development Agreement with Pismo Beach Self Storage, LP.
Council Member Inman announced her recusal due to a conflict of interest and left the dais and Chamber.
Presenting staff:
David Fleishman, City Attorney
Jorge Garcia, City Manager
Public Hearing / Call for public comment: No comment.
The public hearing was closed.
9.A-10Council Agenda 12-19-2023
Attachment 1
Action: Introduce an Ordinance approving a Development Agreement with Pismo Beach Self Storage, LP.
Motion: Guthrie
Second: Newton
Vote: The motion passed on the following vote:
Ayes: 4 Guthrie, Newton, Reiss, Waage
Noes: 0
Absent: 0
Abstain: 0
Recused: 1 Inman
Legislative Record: Ordinance O-2023-XXX introduced.
Council Member Inman returned to the Chamber and resumed her seat at the dais.
12. BUSINESS ITEMS
Item 12.A: Coastal Development Permit Consolidation Request for the U.S. 101 Five Cities Multimodal Transportation Network Enhancement Project (Downing)
This item was reordered and heard prior to Item 11.A.
Item 12.B: Budget Adjustments for Fiscal Years 2024 and 2025 (Feeser)
Recommendation:
Adopt a Resolution approving and appropriating budget adjustments for Fiscal Years 2024 and 2025.
Presenting staff:
Nadia Feeser, Administrative Services Director
Jorge Garcia, City Manager
Call for public comment: No comment.
Action: Adopt a Resolution approving and appropriating budget adjustments for Fiscal Years 2024 and 2025.
Motion: Newton
Second: Waage
Vote: The motion passed on the following vote:
Ayes: 5 Newton, Waage, Guthrie, Inman, Reiss
9.A-11Council Agenda 12-19-2023
Attachment 1
Noes: 0
Absent: 0
Abstain: 0
Recused: 0
Legislative Record: Resolution R-2023-095 adopted.
Item 12.C: 2024 State Legislative Agenda and Amendment #1 to the Agreement with Townsend Public Affairs (Garcia)
Recommendation:
Adopt a Resolution approving Amendment #1 to the agreement with Townsend Public Affairs for state legislative advocacy services from January 2024 through June 2026, in an amount not to exceed $138,000; and approving the 2024 State Legislative Agenda.
Presenting staff:
Jorge Garcia, City Manager
Guest presenters:
Eric O’Donnell, Townsend Public Affairs
Call for public comment: No comment.
Action: Adopt a Resolution approving Amendment #1 to the agreement with Townsend Public Affairs for state legislative advocacy services from January 2024 through June 2026, in an amount not to exceed $138,000; and approving the 2024 State Legislative Agenda, with the following revision:
1. Add language regarding legislative support for the continued operation of Diablo Canyon Nuclear Power Plant, mirroring the language used in the federal legislative platform.
Motion: Guthrie
Second: Inman
Vote: The motion passed on the following vote:
Ayes: 5 Guthrie, Inman, Newton, Reiss, Waage
Noes: 0
Absent: 0
Abstain: 0
Recused: 0
Legislative Record: Resolution R-2023-096 adopted.
9.A-12Council Agenda 12-19-2023
Attachment 1
Item 12.D: 2024 Federal Legislative Agenda and Amendment #1 to Agreement with Thorn Run Partners (Garcia)
Recommendation:
Adopt a Resolution approving Amendment #1 to the agreement with Thorn Run Partners for federal legislative advocacy services from January 2024 through June 2026, in an amount not to exceed $153,000; and approving the 2024 Federal Legislative Agenda.
Presenting staff:
Jorge Garcia, City Manager
Guest presenters:
Greg Burns, Thorn Run Partners
Call for public comment: No comment.
Action: Adopt a Resolution approving Amendment #1 to the agreement with Thorn Run Partners for federal legislative advocacy services from January 2024 through June 2026, in an amount not to exceed $153,000; and approving the 2024 Federal Legislative Agenda.
Motion: Newton
Second: Inman
Vote: The motion passed on the following vote:
Ayes: 5 Newton, Inman, Guthrie, Reiss, Waage
Noes: 0
Absent: 0
Abstain: 0
Recused: 0
Legislative Record: Resolution R-2023-097 adopted.
13. CITY COUNCIL COMMENTS AND REQUESTS
Consensus to reschedule consideration of Updated Advisory Body Bylaws and Conflict of Interest Code from January 16, 2024 to February 20, 2024.
14. ADJOURNMENT
At 7:57 p.m.
APPROVED: ATTEST:
________________________________ ________________________________ Ed Waage, Mayor Erica Inderlied, City Clerk
9.A-13Council Agenda 12-19-2023
Attachment 1
PISMO BEACH CITY COUNCIL STAFF REPORT
Agenda Item #9.B
SUBJECT/TITLE:
PAYROLL REGISTER AND REGISTER OF DEMANDS
RECOMMENDATION:
1. Approve the Summary of Payroll Register for November 19, 2023;
2. Approve the Register of Demands for November 10, 2023 and November 17, 2023.
BACKGROUND:
Attached are the Summary of Payroll Register(s) and Register(s) of Demands (Check Registers) noted above, provided for Council approval.
FISCAL IMPACT:
As demonstrated in the attached payroll and check registers.
ALTERNATIVES:
1. Request additional information from staff.
ATTACHMENTS:
1.Payroll Summary
2. Registers of Demands
Submitted by: Meeting Date: December 19, 2023
Nadia Feeser, Administrative Services Director / City Treasurer City Manager Approval:
Council Agenda 12-19-2023 9.B-1
FOR PERIOD ENDING 11/19/23
CHECKS DATED 11/24/23
PAYROLL CHECKS AND DIRECT DEPOSIT TRANSACTIONS
Checks 557048‐557048 1
ACH 128
EARNINGS
REGULAR 357,604.02
HOLIDAY 4,994.71
OVERTIME (Includes Comp Time Payouts)20,638.51
Administration
Building
Conference & Visitors Bureau
Police Department 16,148.49
Parking
Engineering
Fire
Recreation 4.04
Public Works 830.20
Water 2,356.43
Wastewater 1,299.35
Motor Vehicles
Subtotal‐Overtime 20,638.51$
SALARY ADJUSTMENTS 608.64
TRAINING / UNIFORM ALLOWANCE
OTHER EARNINGS 14,832.40
$398,678.28
LESS AUTHORIZED PAYROLL DEDUCTIONS
FEDERAL WITHHOLDING TAX 40,263.13
FICA & MEDICARE 26,929.67
STATE INCOME TAX 14,200.57
STATE DISABILITY INSURANCE 2,918.19
GARNISHMENTS 501.53
HEALTH 1,841.98
SUPPLEMENTAL DISABILITY 1,341.75
SECTION 125 2,489.90
PERS 33,098.67
DEFERRED COMPENSATION 12,235.22
ADDITIONAL LIFE INSURANCE 315.32
UNION DUES 2,292.68
PISMO ATHLETIC CLUB 440.50
OTHER
NET PAYROLL $259,809.17
DIRECT DEPOSIT DEDUCTION 258,554.84
NET PAYROLL AFTER ACH DEPOSIT 1,254.33
SUMMARY PAYROLL REGISTER
Council Agenda 12-19-2023 9.B-2
Attachment 1
City of Pismo Beach
Final Disbursement List Check Date 11/10/2023
US BANK
ACH/ Vendor Check
Check# Number Payee Amount Description
ACH 10002 Internal Revenue Service 96,188.59$ Federal Income Tax PD 11/10/23 ACH 11305 Public Employees Retirement System 70,650.53 PERS Retirement EE & ER PD 11/10/23 ACH 12211 CA. Public Emp Retirement Sys 105,363.42 Medical Insurance ‐ November 2023 ACH 12260 dba: Mission Square ICMA Retirement Trust ‐
457
24,321.97 ICMA 457 Deferred Comp EE & ER PD 11/10/23
ACH 12305 Franchise Tax Board 17,594.31 State Income Tax PD 11/10/23 ACH 12360 CalPERS 457 Plan 291.67 PERS 457 Deferred Comp ER PD 11/10/23 ACH 12708 dba: Mission Square ICMA Retirement Trust‐
Roth IRA
550.00 ICMA Roth IRA PD 11/10/23
ACH 14547 Quadient, Inc ‐ Postage 2,000.00 Postage Oct 2023 127778 10434 Abalone Coast Analytical Inc 288.00 Water Analysis 127779 10695 AFLAC 2,683.40 Supplemental Disability Insurance ‐ Oct 2023 127780 13718 Melinda Alcala 240.00 M&IE: CA Mobility & Parking Conference 11/6‐11/9/23 127781 11382 Applied Technology Group, Inc.175.00 Vehicle Maintenance 127782 14647 Marc Arroyo 367.76 Mileage/Reimb/M&IE: Springbrook Conference 10/25‐10/27/23 127783 14363 AT&T Mobility 287314925891 80.48 iPad Services‐ Sept 2023 127784 14369 Badawi & Associates 18,526.50 2023 Audit Progress Billing #2 127785 10435 Berchtold Equipment Company 543.78 Vehicle Maintenance 127786 14119 Boone Printing & Graphics, Inc.61.36 Business Cards 127787 13603 Francine Bracamonte 2,427.61 Band Review Trophies 127788 14229 Brendler Janitorial Service 16,152.00 Janitorial Services for City Facilities ‐ Oct 2023 127789 11392 Brenntag Pacific Inc.1,965.16 Sodium Bisulfite 127790 UB*01044 ALEXANDRIA & WILSON BROEDLOW & ROEHLK
(T)
86.99 Refund Check 017858‐000, 509 SAN LUIS
127791 14414 California State Disbursement Unit 461.53 Tax Withholding Order PD 11/10/23 127792 14696 Cal‐Safe Moving Services Inc.610.00 VIC Relocation 127793 10269 Carquest Auto Parts 314.24 Vehicle Maintenance 127794 10799 Lindsay Carter Coates 264.00 Instructor: Yoga with Lindsay 10/4‐10/25/23 #11331 127795 13951 Central Coast Portables 189.00 Portable Restroom ‐ Palisades Neighborhood Event 9/29/23 127796 11451 Channel Islands Technology Integrators' Group 816.60 IT Professional Services 127797 13105 Chapman Foundation 505.00 Docent Tour Fees ‐ September 2023 127798 11552 Agritec International Ltd CleanTech
Environmental
217.45 Vehicle Maintenance
127799 13386 Cuesta Polygraph & Investigations, LLC.1,100.00 Pre‐Employment Evaluations 127800 11986 Culligan/Central Coast Water 311.00 Car Wash Filtration & Soft Water Tank Rental Nov 2023 127801 14313 Culligan/Santa Maria 168.76 Drinking Water Oct 2023 127802 12628 Dell Marketing LP 6,180.27 Replacement Laptops 127803 14217 Deltina Coffee Roasters 125.00 Coffee
127804 13586 Famcon Pipe & Supply Inc.1,212.50 Distribution Maintenance 127805 11868 FGL Environmental 2,646.00 Water Analysis
127806 13669 Frontal Security Services of California 612.50 Overnight Security ‐ Pumpkins in the Park Event 10/27/23 & Security ‐ PBVH Event 10/29/23
127807 13575 Jorge Garcia 352.12 Mileage/M&IE: CALPELRA Conference 11/14‐11/17/23 127808 10398 Liliana Graham 529.60 Instructor: Ballroom/Latin Dance 10/2‐10/30/23 #11333 127809 14475 Guy Brown LLC 103.76 Office Supplies
127810 10751 Haaker Equipment Company 65.62 Equipment Maintenance 127811 11977 Dan Hall 532.00 Instructor: Yoga with Dan 9/25‐10/30/23 127812 11487 Hamner, Jewell And Associates 1,284.77 Cliff Ave & Ocean Blvd Right of Way Services ‐ Sept 2023 127813 13679 KC Partners Corp 1,500.00 Annual Air Pollution Control District Inspection 2023 127814 14285 Larry Kim 129.10 Reimb: Volunteer & staff lunch setup 10/27 Pumpkins at Park 127815 12032 Kimball Midwest 368.48 WWTP Maintenance
127816 UB*01043 LEO TIDWELL EXCAVATING CORP 991.99 Refund Check 019273‐000, BEACHCOMBER (HYRDRANT) 127817 14042 Merjan Enterprises, Inc.87.50 Service Call 127818 10097 Miners Hardware 543.28 Maintenance Supplies 127819 13321 Bob Moorefield 75.22 Reimb: Marching Band Review Supplies 127820 13615 Julian Mora 545.00 Suite A‐1 Prep for Relocation 127821 14353 Motorola Solutions, Inc.1,536.96 Batteries for Grant Funded Radios ‐ Replacement 127822 12199 Noble Saw, Inc 290.97 Equipment Maintenance 127823 14343 ODP Business Solutions, LLC 65.92 Office Supplies 127824 14102 Peak WiFi, LLC 349.75 Internet Service PD ‐ Camera Network 127825 14550 Phillco 109.90 Soft Water ‐ Station 63 & 64 Nov 2023 127826 10633 Pismo Beach Athletic Club Inc 582.00 PBAC Dues collected for Nov 2023 Council Agenda 12-19-2023 9.B-3
Attachment 2
City of Pismo Beach
Final Disbursement List Check Date 11/10/2023
US BANK
ACH/ Vendor Check
Check# Number Payee Amount Description
127827 UB*01045 PHILLIP BETTENCOURT PIYAL PATEL 150.90 Refund Check 019193‐000, 116 PEYTON COURT 127828 12022 Pismo Beach Police Officer's Association 1,375.92 POA Dues PD 11/10/23 127829 14052 Ralph Andersen & Associates 11,800.00 City Manager Recruitment 2023 127830 13796 ReadyRefresh by Nestle 57.95 Distilled Water Sept 2023 ‐ Waste Water 127831 11266 San Luis Auto Parts Inc 482.50 Vehicle Maintenance 127832 11796 San Luis Powerhouse, Inc.3,935.18 Bello Radio Repeater Site Generator Repair 127833 12108 Santa Maria Tire, Inc.2,146.52 Vehicle Maintenance 127834 13994 SBRK Finance Holdings, Inc.55.00 FLSA PR Professional Services Sept 2023 127835 11208 SEIU Local 620 AFL/CIO 913.26 SEIU Dues PD 11/10/23 127836 UB*01046 CRYSTAL & FELIX SILVA (T)8.63 Refund Check 019048‐000, 166 EL VIENTO 127837 13913 Silvas Oil Co., Inc 9,554.11 Diesel & Unleaded Fuel Delivery 10/18/23 127838 14387 Jake Smith 170.00 Reimb: WW Grade III Cert 127839 14099 Jeffrey Smith 69.00 M&IE: League of CA Cities 9/19/23 127840 11412 Jennifer Franco Smith 450.00 Portable Restrooms ‐ Chapman Oct 2023 127841 12290 State Of California‐ EDD 2,876.00 Unemployment Insurance 3rd Qtr 2023 127842 14242 Surfing for Hope Foundation 40,000.00 Pismo Beach Open WSL Event Sponsorship 2024 127843 10014 United States Postal Service 1,117.20 Postage for Clam Chronicle Fall 2023 127844 13392 Urban Planning Concepts 12,616.09 In‐house Planning Services ‐ Sept 2023 Total:474,114.58$
Council Agenda 12-19-2023 9.B-4
Attachment 2
City of Pismo Beach
Final Disbursement List Check Date 11/17/2023
US BANK
ACH/ Vendor Check
Check# Number Payee Amount Description
127846 14078 5‐Cities Community Service Foundation 123.00$ Meals & Dues ‐ October 2023 127847 10434 Abalone Coast Analytical Inc 288.00 Water Analysis 127848 12275 Airgas West Inc 46.08 Oxygen ‐ Fire ‐ Oct 2023 127849 13718 Melinda Alcala 804.17 Mileage/M&IE: Southwest Parking Conference 10/23‐10/26/23 127850 11365 American Legal Publishing Corporation 8.41 Ordinance Codification 127851 11589 Austin's Wet Pets & Pond Maintenance, Inc 140.00 Pond Maintenance ‐ October 2023 127852 12261 B & B Overhead Door Co., Inc.310.00 Facilities Maintenance 127853 10435 Berchtold Equipment Company 8.77 Vehicle Maintenance 127854 14621 Bogush Inc 2,603.08 Myers Pump ‐ St. Anthony Lift Station 127855 14119 Boone Printing & Graphics, Inc.61.14 Business Cards 127856 10888 Bound Tree Medical LLC 509.56 Safety Supplies 127857 11392 Brenntag Pacific Inc.1,677.14 Sodium Bisulfite 127858 13139 Brough Construction 361,605.27 Palisades & Chumash Playgrounds Oct 2023 127859 13269 Bianka Buchanan 153.00 M&IE: CALPELRA 11/14‐11/17/23 127860 11492 Bunyon Bros. Tree Care, Inc.2,475.00 Parks Maintenance 127861 10074 Burdine Printing 404.06 Holiday Harmony Banner 127862 12098 Burke & Pace Lumber of Arroyo Grande 219.58 Parks Maintenance 127863 10269 Carquest Auto Parts 59.61 Equipment Maintenance 127864 14571 Central Coast Blue Regional Recycled Water Auth.
39,810.00 JPA Central Coast Blue Municipal Advisor Fee
127865 14027 Central Coast Landscape Products, Inc.105.71 Parks Maintenance 127866 11451 Channel Islands Technology Integrators' Group 1,912.28 IT Professional Services & Public Folder Migration and Decommission ‐ Oct 2023
127867 11231 Coastal Peaks Coffee 26.00 Coffee
127868 12156 County Of San Luis Obispo 2,671.00 Well #5, Well #23 Annual Invoice & Annual Tank Permit/Hazmat 2024 127869 13386 Cuesta Polygraph & Investigations, LLC.2,000.00 Background Investigation 127870 14313 Culligan/Santa Maria 347.18 Drinking Water Oct 2023 127871 12628 Dell Marketing LP 2,270.72 Laptop Replacement 127872 14217 Deltina Coffee Roasters 62.50 Coffee
127873 12307 Department Of Justice 702.00 Livescan Services‐ July & August 2023 127874 11815 Digital Dolphin Supplies 139.34 Office Supplies 127875 13785 David Doust 2,400.00 Public Art
127876 13697 Dudek 7,976.25 Prof Svcs GP/LCP 08/26 ‐ 09/29/23 127877 10746 Electricraft Inc.25,522.00 City Hall Fiber Installation (PSF Migration) 127878 14383 Ellison Schneider Harris & Donlan LLP 3,312.50 Water Counsel Services ‐ September 2023 127879 11059 Emergency Vehicle Group Inc 554.25 Equipment Maintenance 127880 12541 Engel & Gray Inc 9,073.91 Composting Biosolids 127881 13646 Eurofins Eaton Analytical, LLC 6,270.00 Influent Testing 127882 13586 Famcon Pipe & Supply Inc.3,095.03 Distribution Maintenance 127883 12123 Farm Supply 11.16 Well Maintenance
127884 11868 FGL Environmental 613.00 Water Analysis
127885 12035 Ben Fine 605.24 Mileage/M&IE: WateReuse Conference 11/5 ‐ 11/8/23 127886 14518 Macee Flores 60.35 Reimb: Parking MMASC 11/1‐11/3/23 127887 14702 Grace Gilmer 250.00 Refund: Deposit DCP Event 11/4/23 127888 10377 Hdl, Coren & Cone 2,601.18 Property Tax Consulting & Audit Information Oct ‐ Dec 2023 127889 11581 Hilton Garden Inn Pismo Beach 2,741.30 Rooms for Band Review Judges 2023 127890 13373 Heather Schuh Huston 300.00 Pismo Coast Village Thanksgiving Clam Painting 127891 12277 Independent Electric Supply Inc 31.14 Streets Maintenance 127892 11993 Information Technology 1,212.03 Data Lines and External User Access ‐ July‐Sept 2023 127893 12255 Iron Mountain Information Mgmt, Inc 95.45 Shredding Services 127894 13926 Jack Handley Construction Services 77,207.96 Chapman ADA Restroom ‐ Sept 2023 127895 12096 Lee Wilson Electric Co Inc 345.00 Signal Light Maintenance ‐ July 2023 127896 14470 John Lowry 421.78 Mileage / M & IE: CACEO Conference 11/6‐11/9/23 127897 13645 MDN Engineering, LLP 6,500.00 Chapman Estate ADA Restroom & Bello Bridge Monitoring ‐ Oct 2023 127898 10097 Miners Hardware 1,514.58 Maintenance Supplies 127899 14353 Motorola Solutions, Inc.92,311.92 Handheld Radios ‐ OHV grant and FEMA Funded 127900 12199 Noble Saw, Inc 30.43 Equipment Maintenance 127901 14343 ODP Business Solutions, LLC 730.99 Office Supplies 127902 12315 Pacific Gas & Electric Company 4,614.58 Electricity 10/5/23 ‐ 11/6/23 127903 14704 Sonny Paz 300.00 Clam Chowder Cook‐Off Participation Council Agenda 12-19-2023 9.B-5
Attachment 2
City of Pismo Beach
Final Disbursement List Check Date 11/17/2023
US BANK
ACH/ Vendor Check
Check# Number Payee Amount Description
127904 13585 Pismo Beach Hotel Pismo Beach Hotel Partners LLC
1,023.66 Rooms for Band Review Judges 2023
127905 12335 Procare Janitorial Supply Inc 3,939.94 Janitorial Supplies 127906 10817 PRP Co Dba PRP Companies 139.94 Printing Services 127907 14120 Quincon, Inc.6,500.00 Ira Lease Pergola Removal 127908 10452 Richard Rolson 680.00 Stage rental for Holiday Harmony 127909 11323 Streator Pipe & Supply 228.74 Pier Lot Maintenance 127910 14440 The Top Shop 110.93 Uniforms
127911 14703 Maria Theadore 390.00 Refund: Deposit Chapman Event 10/28/23 127912 12301 TK Elevator 459.66 Facilities Maintenance
127913 12903 United Site Services of California Inc.3,730.28 Clam Festival 2023 ‐ Portable Restrooms 127914 12527 Water Systems Consulting Inc 151,019.89 Central Coast Blue PM‐ Permitting and Final Design ‐ Sept 2023 127915 12132 White Flag Pest Control Inc 85.00 Pest Control Total:840,552.67$
Council Agenda 12-19-2023 9.B-6
Attachment 2
PISMO BEACH CITY COUNCIL STAFF REPORT
Agenda Item #9.C
SUBJECT/TITLE:
UPDATE ON JANUARY 9, 2023 AND JANUARY 12, 2017 EMERGENCY
PROCLAMATIONS
RECOMMENDATION:
No action recommended; for information only.
BACKGROUND:
Chapter 2.32 of the Pismo Beach Municipal Code empowers the City Manager, acting as the Director of Emergency Services, to proclaim the existence of a local emergency when the City is affected by an emergency and the City Council is not in session. An emergency exists when conditions are beyond the control of the services, personnel, equipment, facilities, and existing laws of the City. The declaration is an acknowledgement of the need for additional resources and expedited procedures to deal with the emergency. The Director of Emergency Services’ declaration is subject to City Council ratification within seven days.
As required by the Emergency Declarations ratified by Resolution R-2023-001 on January 11, 2023, relating to winter storm damage, and by Resolution R-2017-012 on January 17, 2017, relating to winter storm damage, the following status report is provided for information purposes.
January 11, 2023 Proclamation: Winter Storms
The City Council declared a state of emergency on January 11, 2023, via Resolution R- 2023-001, ratifying the Emergency Services Director’s proclamation of a local emergency in response to the January 2023 winter storms. On January 9, 2023, the County of San Luis Obispo declared an emergency which was followed by a declaration by Governor Newsom for the region. On January 14, 2023 President Biden approved a major disaster declaration for the January storms, making federal disaster aid available. The storms, which began the first week of January, took a toll on the community, causing conditions of peril to the safety of persons and property due to flooding, bluff erosion, strong winds and other storm related damages.
Staff took immediate cleanup and protective measures of the sites where possible and has been working with FEMA through the California Governor's Office of Emergency Services (CalOES) for reimbursement for work and funds required to cleanup and secure the various sites. Staff attended a Recovery Scoping Meeting with FEMA on January 18, 2023. Sites that were submitted to FEMA/CalOES include:
Section of bluff on Ocean Boulevard north of Margo Dodd Park between Seaview Avenue and Palisade Avenue
Section of failed bluff at intersection of Palisade Avenue and Ocean Avenue Pier Avenue Storm Drain Outfall
Council Agenda 12-19-2023 9.C-1
Eldwayen Park Point (area in park that includes telescope and public bench) Eldwayen Park North (section of park on north end adjacent to Ocean Boulevard Improvement Project)
Price Canyon Slope (section of recently completed slope repair)
Summary of Current Events
Staff continues to work with FEMA through the California Governor's Office of Emergency Services (CalOES) for reimbursement for work and funds required to cleanup and secure the various sites from the January storm.
January 12, 2017 Proclamation: Winter Storms
The Pismo Beach City Council declared a state of emergency on January 12, 2017, via Resolution R-2017-0121, in response to the January 2017 winter storms. Shortly after the Council’s declaration, the County of San Luis Obispo declared an emergency which was followed by a declaration by Governor Jerry Brown for the region. On February 14, 2020 and March 16, 2020 President Donald Trump declared a major disaster for the early and late January storms, making federal disaster aid available. The storms, which began the first week of January, took a toll on the community, culminating with a Caltrans storm drain failure on Highway 101, which caused flooding of two hotels on Price Street, blockage of the City’s Franklin storm drain outfall and debris scattered along Highway 101, Price Street and sidewalk, on Franklin Drive and various private parcels on January 20, 2017. Damage from the storms includes but is not limited to the following:
Bluff failure on Ocean Boulevard (Caltrans purview)
Bluff failure at Memory Park (FEMA purview)
Franklin Avenue storm drain failure (FEMA purview)
City Hall storm damage (FEMA purview)
Bluff failure at Ebb Tide Park (FEMA purview)
Bluff failure at Cypress Street at Harloe Avenue (FEMA purview) Storm drain failure on the City’s outfall located adjacent to the Dolphin Bay Resort (FEMA purview)
Storm drain failure on Cliff Avenue at Ocean Boulevard (adjacent to Dinosaur Caves Park) (Caltrans Purview)
Storm drain failure at the end of Harbor View Avenue (FEMA purview) Slope/road failure on Price Canyon Road (Caltrans purview)
Summary of Current Events
The consultant is moving forward with work to obtain right-of-way authorization for the Cliff Avenue and Ocean Boulevard site. Staff has submitted a time extension request to Caltrans Local Assistance and is waiting for their review and determination.
Construction of the Ocean Boulevard Improvement Project is complete and the Notice of Completion was approved by the City Council on November 7, 2023. Staff is working to provide all closeout documentation to Caltrans.
1 Full URL:
https://accesspismo.pismobeach.org/WebLink/DocView.aspx?id=107586&dbid=0&repo=Laserfiche Council Agenda 12-19-2023 9.C-2
In early September 2023 received FEMA approval of the time extension request for the storm drain failure on the City’s outfall located adjacent to the Dolphin Bay Resort. Staff has submitted a project scope update to CalOES/FEMA staff. If approved, staff will be able to request reimbursement for the permanent repairs that were completed in May 2023.
FISCAL IMPACT:
There is no direct fiscal impact from this report.
January 2023 Winter Storms
The cost of damage from the January 2023 storms is estimated to be about $26 million.
January 2017 Winter Storms
The cost of damage from the January 2017 storms is approximately $12 million.
ALTERNATIVES:
None, for information only.
ATTACHMENTS:
None.
Prepared by: Meeting Date: December 19, 2023
Erin Olsen, Senior Management Analyst
Submitted by: Erica Inderlied, City Clerk
City Manager Approval:
Council Agenda 12-19-2023 9.C-3
PISMO BEACH CITY COUNCIL STAFF REPORT
Agenda Item #9.D
SUBJECT/TITLE:
ACCEPTANCE OF CAL FIRE CALIFORNIA CLIMATE INVESTMENTS (CCI) GRANT FUNDS, AUTHORIZATION TO PURCHASE ONE 2024 CATERPILLAR COMPACT
TRACK LOADER FROM QUINN COMPANY AND ONE DECKOVER TILT TRAILER
FROM HEACOCK TRAILERS, AND APPROPRIATING RELATED BUDGET ADJUSTMENTS IN FISCAL YEAR 2024
RECOMMENDATION:
Adopt a Resolution authorizing:
1. Acceptance of grant funds in the amount of $190,537.69 from Cal Fire;
2. The purchase of one 2024 Caterpillar Model 299D3 Compact Track Loader from Quinn Company in the amount of $161,086.25; and
3. The purchase of one DET 210 Deckover Tilt Trailer from Heacock Trailers & Truck Accessories in the amount of $26,639.17; and
Appropriating related budget adjustments in Fiscal Year 2024.
BACKGROUND:
In March of 2023, staff applied for a “Wildland Fire Prevention” grant through the Cal Fire California Climate Investments Department in the amount of $190,537.69 for the purchase of fuel reduction equipment. The City of Pismo Beach is a unique and dynamic area as it relates to risk, according to the City’s Local Hazard Mitigation Plan the City is at risk of eight significant hazards: wildland fire, bluff erosion, dam failures, earthquakes, floods (including coastal storms), hazmat transportation incidents (radiation incidents at Diablo Canyon Power Plant), landslides and tsunamis. wildland Fires are the City’s number one risk. The fuel reduction equipment will accomplish the following:
1. Reduce the risk of damaging wildland fires in the Wildland Urban Interface (WUI).
2. Maintain the three-mile-long Heights subdivision and one-mile-long Bluffs Escape Route through the SRA.
3. Protect the environment from a high-intensity wildland fire.
Staff was notified in July that the City had been awarded the grant in the amount of $190,537.69 to be used to purchase a compact track loader and a trailer to transport it, based on costs at the time the grant application was submitted. Based on the most updated quotation for the purchase of the Caterpillar compact track loader from Quinn Company for $161,086.25 and a DET Tilt Trailer from Heacock Trailers and Truck Accessories for $26,639.17, which are provided as Attachment 1.A and Attachment
1.B, respectively, the updated actual cost will be a total of $187,725.42.
Through Sourcewell, a municipal national contracting agency that provides nationally leveraged and competitively solicited purchasing contracts under the guidance of the Uniform Municipal Contracting Law and the City’s Purchasing Policy, staff contacted Quinn Company, a local authorized Caterpillar dealer in Paso Robles, for a quote. For the
9.D-1Council Agenda 12-19-2023
DET Tilt Trailer, staff solicited three trailer vendors in San Luis Obispo County to determine the best price and product. Staff received two responses, of which only one vendor was able to provide the product with the necessary specifications. Heacock Trailers and Truck Accessories in Arroyo Grande provided a quote for all of the specifications staff requested. Caterpillar’s contract with Sourcewell (Attachment 2) provides that it will fulfill its cooperative purchasing obligations through its network of local Caterpillar dealers, of which Quinn is one. Sourcewell’s contract and Quinn’s quote is provided as Attachment 1.A and Heacock’s quote is provided as Attachment 1.B.
Conclusion and Recommendation
Staff recommends that the Council adopt a Resolution (Attachment 1) authorizing the purchase of a Caterpillar Compact Track Loader from Quinn Company in the amount of $161,086.25 and a DET Tilt Trailer from Heacock Trailers & Truck Accessories in the amount of $26,639.17; accepting grant funds in the amount of $190,537.69; and appropriating related budget adjustments in Fiscal Year (FY) 2024.
FISCAL IMPACT:
The fiscal impact of adopting the subject Resolution is additional grant revenues of $187,725.42 and corresponding expenditures of $187,725.42, for a net fiscal impact of $0 in the Capital Projects Fund. The grant revenues are expected to reimburse the City for purchases of the Caterpillar compact track loader expected to cost $161,086.25 and the DET Tilt trailer expected to cost $26,639.17.
The grant award of $190,537.69 was based on costs at the time the grant application was submitted. Based on the most updated quotation for the purchase of the compact track loader from Quinn Company for $161,086.25 and a DET Tilt Trailer from Heacock Trailers and Truck Accessories for $26,639.17, the updated actual cost will be a total of $187,725.42. The difference of $2,812.27 will not be used.
Sources
FY 2023-24 Cal Fire Wildland Fire Prevention grant revenues $187,725.42
Uses
Compact Track Loader $161,086.25
DET Tilt Trailer 26,639.17
Total Uses $187,725.42
Net Sources less Uses $0.00
If approved, staff recommends that Council appropriate revenues of $187,725.42 in the Capital Projects Fund state government grants account and appropriate expenditures of $187,725.42 in the Capital Projects Fund capital outlay for machine and equipment account in FY 2024.
9.D-2Council Agenda 12-19-2023
ALTERNATIVES:
1. Decline to adopt the resolution; reject the grant award.
2. Provide direction to staff.
ATTACHMENTS:
1. Resolution
1.A. Exhibit A to Resolution: QuinnCat quote
1.B. Exhibit B to Resolution: Heacock quote
2. Sourcewell Contract
Prepared by: Meeting Date: December 19, 2023
Michelle Pearson, Administrative Assistant
Submitted by: Paul Lee, Battalion Chief
City Manager Approval:
9.D-3Council Agenda 12-19-2023
Quote 170943-01
170943-01
Oct 11, 2023
CITY OF PISMO BEACH
ATTN ACCOUNTS PAYABLE
760 MATTIE RD
PISMO BEACH, California 93449-2000
Attention: DAN JOHNSON
Dear Sir,
We would like to thank you for your interest in our company and our products, and are pleased to quote the following for your consideration.
One (1) New Caterpillar Inc. Model: 299D3 Compact Track Loader including standard and optional equipment as listed below.
STOCK NUMBER: NS0021257 SERIAL NUMBER: 0P3R02031 YEAR: 2024 SMU:
We wish to thank you for the opportunity of quoting on your equipment needs. This quotation is valid for the rest of 2023, after which time we reserve the right to re-quote. If there are any questions, please do not hesitate to contact me at 805-310-9296 or [email protected].
Sincerely,
Dave Needelman
Machine Sales Representative
SLO County New & Used Sales
Attachment 1.A
9.D-4Council Agenda 12-19-2023
Quote 170943-01
One (1) New Caterpillar Inc. Model: 299D3 Compact Track Loader including standard and optional equipment as listed below.
Standard Equipment
POWERTRAIN
Cat C3.8 turbo aftercooled diesel engine S-O-S sampling valve, hydraulic oil -Gross horsepower per SAE J1349 Filter, cartridge type, hydraulic 98 hp (73 kW) @ 2400 RPM Filters, canister type, fuel
-Electric fuel priming pump and water separator
-Air inlet heater starting aid Radiator/hydraulic oil
-Liquid cooled, direct injection cooler (side-by-side)
Air cleaner, dual element, radial seal Spring applied, hydraulically released,
OPERATOR ENVIRONMENT
-Park brake engages -Parking brake engages
-Engine emission system ROPS Cab, open, tilt up
Gauges: DEF level, fuel level,FOPS, Level I
hour meter and tachometer Top and rear windows
Storage compartment with netting Floormat
Ergonomic contoured armrest Interior rear view mirror
Control interlock system, when operator 12V electric socket leaves seat or armrest raised :Horn
-Hydraulic system disables Hand (dial) & throttle electronic -Hydrostatic transmission disables
FRAMES
Lift linkage, vertical path Support, lift arm
Chassis, one piece welded Cast rear bumper
Machine tie down points (6) Ventilated rear door with integrated Belly pan cleanout sealing
OTHER STANDARD EQUIPMENT
Engine enclosure - lockable Hydraulic oil level sight gauge Extended life antifreeze (-37C, -34F) Radiator coolant level sight gauge Work tool coupler
OPERATOR ENVIRONMENT
-Hydraulic oil temperature -Armrest raised / operator out of seat -Hydraulic filter restriction -Alternator output
-Air inlet heater activation -Air filter restriction
-Engine oil pressure Operator warning system indicators:
-Engine coolant temperature
ELECTRICAL
Attachment 1.A
9.D-5Council Agenda 12-19-2023
Quote 170943-01
Electrical outlet, beacon Lights:
Backup alarm Ignition key start / stop / aux switch
-Dome light 100 ampere alternator
-Two rear tail lights 12 volt electrical system
-Gauge backlighting
HYDRAULICS
Speed sensor guarding Electro/hydraulic implement control transmission control ISO or H pattern controls:
Electro/hydraulic hydrostatic
UNDERCARRIAGE
Two speed motor Single flange rear idler
Suspension - independent torsion axle(4) Dual flange front idler
POWERTRAIN
Hydrostatic transmission wet multi disc parking brakes
OTHER STANDARD EQUIPMENT
Radiator expansion bottle along side of left lift arm
Cat ToughGuard TM hose Variable speed hydraulic cooling fan Heavy duty flat faced quick disconnects Per SAE J818-2007 and EN 474-3:2006 and with integrated pressure release ISO 14397-1:2007
Split d-ring to route work tool hoses
Attachment 1.A
9.D-6Council Agenda 12-19-2023
Quote 170943-01
MACHINE SPECIFICATIONS
299D3 COMPACT TRACK LOADER 597-4541
LANE 3 ORDER 0P-9003
PACK, DOMESTIC TRUCK 0P-0210
RIDE CONTROL 512-3491
DEBRIS MANAGEMENT ARR, (DM1) 629-2526
DOOR, CAB, POLYCARBONATE 586-1308
COUNTERWEIGHT,MACHINE,EXTERNAL 345-5148
REAR LIGHTS 356-6082
CAB PACKAGE, ULTRA 588-9140
INSTRUCTIONS, ANSI, USA 512-4284
SERIALIZED TECHNICAL MEDIA KIT 421-8926
QUICK COUPLER, HYDRAULIC 589-8297
FILM, SELF LEVEL, ANSI 435-9238
PRODUCT LINK, CELLULAR PL641 573-8121
SHIPPING/STORAGE PROTECTION 0P-2266
BATTERY,HD,DISCONNECT, 850 CCA 568-5614
CERTIFICATION ARR, P65 563-1163
FILM, RIDE CONTROL, ANSI 422-3445
TRACK,RUBBER,400MM(15.7IN)BLCK 389-7673
SEAT BELT, 3'' 542-6995
MOUNTING, FIRE EXTINGUISHER 563-7518
BRUSHCUTTER, BRX318, 4B FLAT 610-2770
Attachment 1.A
9.D-7Council Agenda 12-19-2023
Quote 170943-01
WARRANTY & COVERAGE
Standard Warranty: 24 MONTHS / 2,000 HOURS FULL MACHINE Extended Coverage: 60 MONTHS / 2,500 HOURS PREMIER (Total Machine Excluding Fluids, Wear Parts & Travel Time) CSA 36 MONTHS / 1,500 HOURS PM PARTS KITS
SELL PRICE $149,500.00
EXT WARRANTY Included
CSA Included
NET BALANCE DUE $149,500.00
SALES TAX (7.75%) $11,586.25
AFTER TAX BALANCE $161,086.25
PAYMENT TERMS
Sourcewell Contract # 032119-Cat
Net 30
F.O.B/TERMS:
Delivered to your yard or job site. Local Sales Tax may apply
ADDITIONAL CONSIDERATIONS
x Delivery is Late November to Early December 2023
Accepted by___________________________________ on ____________________ ______________________________
Signature
Attachment 1.A
9.D-8Council Agenda 12-19-2023
Estimate
Date
10/16/2023
Estimate #
14074
Name / Address
CITY OF PISMO BEACH
760 MATTIE RD.
PISMO BEACH, CA 93449-2056
Heacock Trailers & Truck Accessories
1105 El Camino Real
Arroyo Grande, Ca 93420
P.O. No.VEH. ID #
Customer Signature
Total
Subtotal
Sales Tax (7.75%)
805-489-8442
By Signing I agree to the following condition:
Ca law does not provide a "cooling off period"
or Cancellation period for Trailer Purchase
Deposits are non-refundable, Special orders are non-returnable 20% Restocking fee on all returned items
Trailers paid by Credit card will have 4% service charge.
Item Description Qty Price Each Total
DIAMOND C DET 210 DECKOVER TILT TRAILER 24' BUILT TO
CONFIG ID #269440
1 24,650.00 24,650.00T
D.O.C. FEE D.O.C. FEE 65.00 65.00T
TIRE TAX CALIFORNIA TIRE RECYCLING FEE 5 1.75 8.75
_____________________________________
$26,639.17
$24,723.75
$1,915.42
Attachment 1.B
9.D-9Council Agenda 12-19-2023
011723- CAT
Rev. 3/2022 1
Caterpillar: Confidential Green
Solicitation Number: RFP # 011723
CONTRACT
This Contract is between Sourcewell, 202 12th Street Northeast, P.O. Box 219, Staples, MN 56479 (Sourcewell) and Caterpillar Inc., 100 NE Adams Street, Peoria, IL 61629 (Supplier).
Sourcewell is a State of Minnesota local government unit and service cooperative created under the laws of the State of Minnesota (Minnesota Statutes Section 123A.21) that offers cooperative procurement solutions to government entities. Participation is open to eligible federal, state/province, and municipal governmental entities, higher education, K-12 education, nonprofit, tribal government, and other public entities located in the United States and Canada.
Sourcewell issued a public solicitation for Heavy Construction Equipment with Related Attachments and Technology from which Supplier was awarded a contract.
Supplier desires to contract with Sourcewell to provide equipment, products, or services to Sourcewell and the entities that access Sourcewell’s cooperative purchasing contracts (Participating Entities).
1. TERM OF CONTRACT
A. EFFECTIVE DATE. This Contract is effective upon the date of the final signature below.
B. EXPIRATION DATE AND EXTENSION. This Contract expires April 14, 2027, unless it is cancelled sooner pursuant to Article 22. This Contract may be extended one additional year upon the request of Sourcewell and written agreement by Supplier.
C. SURVIVAL OF TERMS. Notwithstanding any expiration or termination of this Contract, all payment obligations incurred prior to expiration or termination will survive, as will the following: Articles 11 through 14 survive the expiration or cancellation of this Contract. All other rights will cease upon expiration or termination of this Contract.
2. EQUIPMENT, PRODUCTS, OR SERVICES
A. EQUIPMENT, PRODUCTS, OR SERVICES. Supplier will provide the Equipment, Products, or Services as stated in its Proposal submitted under the Solicitation Number listed above.
Supplier’s Equipment, Products, or Services Proposal (Proposal) is attached and incorporated into this Contract.
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Pursuant to Section 10(b), Supplier will subcontract certain obligations under this Contract to its dealers. Only those dealers that sign a Participation Agreement with Supplier obligating them to comply with the terms of this Contract will be eligible to provide Equipment, Products, or Services as a subcontractor under this Contract. In the event there is no dealer who has entered into a Participation Agreement available to provide Equipment, Products, or Services to a Participating Entity, Supplier will be under no obligation to provide Equipment, Products, or Services to such Participating Entity under this Contract. Supplier will provide a copy of this Contract to its dealers that would normally service Participating Entities and invite such dealers to enter into a Participation Agreement as a subcontractor of Supplier under the terms of this Contract.
All Equipment and Products provided under this Contract must be new and the current model.
Supplier may offer close-out or refurbished Equipment or Products if they are clearly indicated in Supplier’s product and pricing list. Unless agreed to by the Participating Entities in advance, Equipment or Products must be delivered as operational to the Participating Entity’s site.
This Contract offers an indefinite quantity of sales, and while substantial volume is anticipated, sales and sales volume are not guaranteed.
B. WARRANTY. Supplier warrants that all Equipment, Products, and Services furnished are free from liens and encumbrances, and are free from defects in design, materials, and workmanship.
In addition, Supplier warrants the Equipment, Products, and Services are suitable for and will perform in accordance with the ordinary use for which they are intended. Supplier’s dealers and distributors must agree to assist the Participating Entity in reaching a resolution in any dispute over warranty terms with the manufacturer. Any manufacturer’s warranty that extends beyond the expiration of the Supplier’s warranty will be passed on to the Participating Entity.
C. DEALERS, DISTRIBUTORS, AND/OR RESELLERS. Upon Contract execution and throughout the Contract term, Supplier must provide to Sourcewell a current means to validate or authenticate Supplier’s authorized dealers, distributors, or resellers relative to the Equipment, Products, and Services offered under this Contract, which will be incorporated into this Contract by reference. It is the Supplier’s responsibility to ensure Sourcewell receives the most current information.
3. PRICING
All Equipment, Products, or Services under this Contract will be priced at or below the percentage list discount stated in the supplier’s proposal.
Upon request made to a participating CAT dealer, from a Participating Entity identifying themselves as a Sourcewell member by providing their Sourcewell member number and contract number; formal quotes will list all costs, including all delivery expenses, such as freight and permits (when required).
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Alternatively, Participating Entities may choose to make their own transportation arrangements. In such case, there would be no delivery charges from the local participating Cat dealer.
Regardless of the payment method chosen by the Participating Entity, the total cost associated with any purchase option of the Equipment, Products, or Services must always be disclosed in the pricing quote to the applicable Participating Entity at the time of purchase.
A. SHIPPING AND SHIPPING COSTS. All delivered Equipment and Products must be properly packaged. Damaged Equipment and Products may be rejected. If the damage is not readily apparent at the time of delivery, Supplier must permit the Equipment and Products to be returned within a reasonable time at no cost to Sourcewell or its Participating Entities.
Participating Entities reserve the right to inspect the Equipment and Products at a reasonable time after delivery where circumstances or conditions prevent effective inspection of the Equipment and Products at the time of delivery.In the event of the delivery of nonconforming Equipment and Products, the Participating Entity will notify the Supplier as soon as possible and the Supplier will replace nonconforming Equipment and Products with conforming Equipment and Products that are acceptable to the Participating Entity.
Suppliermust arrange for and pay for the return shipment on Equipment and Products that arrive in a defective or inoperable condition.
Sourcewell may declare the Supplier in breach of this Contract if the Supplier intentionally delivers substandard or inferior Equipment or Products.
B. SALES TAX. Each Participating Entity is responsible for supplying the Supplier with valid tax- exemption certification(s). When ordering, a Participating Entity must indicate if it is a tax- exempt entity.
C. HOT LIST PRICING. At any time during this Contract, Supplier may offer a specific selection of Equipment, Products, or Services at discounts greater than those listed in the Contract.
When Supplier determines it will offer Hot List Pricing, it must be submitted electronically to Sourcewell in a line-item format. Equipment, Products, or Services may be added or removed from the Hot List at any time through a Sourcewell Price and Product Change Form as defined in Article 4 below.
Hot List program and pricing may also be used to discount and liquidate close-out and discontinued Equipment and Products as long as those close-out and discontinued items are clearly identified as such. Current ordering process and administrative fees apply. Hot List Pricing must be published and made available to all Participating Entities.
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4. PRODUCT AND PRICING CHANGE REQUESTS
Supplier may request Equipment, Product, or Service changes, additions, or deletions at any time. All requests must be made in writing by submitting a signed Sourcewell Price and Product Change Request Form to the assigned Sourcewell Supplier Development Administrator. This approved form is available from the assigned Sourcewell Supplier Development Administrator.
At a minimum, the request must:
x Identify the applicable Sourcewell contract number;
x Clearly specify the requested change;
x Provide sufficient detail to justify the requested change; x Individually list all Equipment, Products, or Services affected by the requested change, along with the requested change (e.g., addition, deletion, price change); and x Include a complete restatement of pricing documentation in Microsoft Excel with the effective date of the modified pricing, or product addition or deletion. The new pricing restatement must include all Equipment, Products, and Services offered, even for those items where pricing remains unchanged.
A fully executed Sourcewell Price and Product Request Form will become an amendment to this Contract and will be incorporated by reference.
5. PARTICIPATION, CONTRACT ACCESS, AND PARTICIPATING ENTITY REQUIREMENTS A. PARTICIPATION. Sourcewell’s cooperative contracts are available and open to public and nonprofit entities across the United States and Canada; such as federal, state/province, municipal, K-12 and higher education, tribal government, and other public entities. Supplier may not enter into a contract with a U.S. Federal Government entity prior to obtaining necessary internal approvals and shall not be obligated to provide Equipment, Products or Services to any U.S. Federal Government entity under this Contract unless separately agreed in writing. Caterpillar may work with such parties and may agree to provide equipment or services under the Contract on a case-by-case basis.
The benefits of this Contract should be available to all Participating Entities that can legally access the Equipment, Products, or Services under this Contract. A Participating Entity’s authority to access this Contract is determined through its cooperative purchasing, interlocal, or joint powers laws. Any entity accessing benefits of this Contract will be considered a Service Member of Sourcewell during such time of access. Supplier understands that a Participating Entity’s use of this Contract is at the Participating Entity’s sole convenience and Participating Entities reserve the right to obtain like Equipment, Products, or Services from any other source.
Supplier is responsible for familiarizing its sales and service forces with Sourcewell contract use eligibility requirements and documentation and will encourage potential participating entities
Attachment 2
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to join Sourcewell. Sourcewell reserves the right to add and remove Participating Entities to its roster during the term of this Contract.
B. PUBLIC FACILITIES. Supplier’s employees may be required to perform work at government- owned facilities, including schools. Supplier’s employees and agents must conduct themselves in a professional manner while on the premises, and in accordance with Participating Entity policies and procedures, and all applicable laws.
6. PARTICIPATING ENTITY USE AND PURCHASING
A. ORDERS AND PAYMENT. To access the contracted Equipment, Products, or Services under this Contract, a Participating Entity must clearly indicate to Supplier that it intends to access this Contract; however, order flow and procedure will be developed jointly between Sourcewell and Supplier. Typically, a Participating Entity will issue an order directly to Participating Dealers with payments made to the Participating Dealers. If a Participating Entity issues a purchase order, it may use its own forms, but the purchase order should clearly note the applicable Sourcewell contract number. All Participating Entity orders under this Contract must be issued prior to expiration or cancellation of this Contract; however, Supplier performance, Participating Entity payment obligations, and any applicable warranty periods or other Supplier or Participating Entity obligations may extend beyond the term of this Contract.
Supplier’s acceptable forms of payment are included in its attached Proposal. Participating Entities will be solely responsible for payment and Sourcewell will have no liability for any unpaid invoice of any Participating Entity.
B. ADDITIONAL TERMS AND CONDITIONS/PARTICIPATING ADDENDUM. Additional terms and conditions to a purchase order, or other required transaction documentation, may be negotiated between a Participating Entity and Supplier’s Participating Dealer, such as job or industry-specific requirements, legal requirements (e.g., affirmative action or immigration status requirements), or specific local policy requirements. Some Participating Entities may require the use of a Participating Addendum, the terms of which will be negotiated directly between the Participating Entity and Supplier’s Participating Dealer or its authorized dealers, distributors, or resellers, as applicable. Any negotiated additional terms and conditions must never be less favorable to the Participating Entity than what is contained in this Contract.
C. SPECIALIZED SERVICE REQUIREMENTS. In the event that the Participating Entity requires service or specialized performance requirements not addressed in this Contract (such as e- commerce specifications, specialized delivery requirements, or other specifications and requirements), the Participating Entity and the Supplier may enter into a separate, standalone agreement, apart from this Contract. Sourcewell, including its agents and employees, will not be made a party to a claim for breach of such agreement.
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D. TERMINATION OF ORDERS. Participating Entities may terminate an order, in whole or in part, immediately upon notice to Supplier in the event of any of the following events:
1. The Participating Entity fails to receive funding or appropriation from its governing body at levels sufficient to pay for the equipment, products, or services to be purchased; or
2. Federal, state, or provincial laws or regulations prohibit the purchase or change the Participating Entity’s requirements.
E. GOVERNING LAW AND VENUE. The governing law and venue for any action related to a Participating Entity’s order will be determined by the Participating Entity making the purchase.
7. CUSTOMER SERVICE
A. PRIMARY ACCOUNT REPRESENTATIVE. Supplier will assign an Account Representative to Sourcewell for this Contract and must provide prompt notice to Sourcewell if that person is changed. The Account Representative will be responsible for:
x Maintenance and management of this Contract;
x Timely response to all Sourcewell and Participating Entity inquiries; and x Business reviews to Sourcewell and Participating Entities, if applicable.
B. BUSINESS REVIEWS. Supplier must perform a minimum of one business review with Sourcewell per contract year. The business review will cover sales to Participating Entities, pricing and contract terms, administrative fees, sales data reports, performance issues, supply issues, customer issues, and any other necessary information.
8. REPORT ON CONTRACT SALES ACTIVITY AND ADMINISTRATIVE FEE PAYMENT A. CONTRACT SALES ACTIVITY REPORT. Each calendar quarter, Supplier must provide a contract sales activity report (Report) to the Sourcewell Supplier Development Administrator assigned to this Contract. Reports are due no later than 45 days after the end of each calendar quarter. A Report must be provided regardless of the number or amount of sales during that quarter (i.e., if there are no sales, Supplier must submit a report indicating no sales were made).
The Report must contain the following fields:
x Participating Entity Name (e.g., City of Staples Highway Department); x Participating Entity Physical Street Address;
x Participating Entity City;
x Participating Entity State/Province;
x Participating Entity Zip/Postal Code;
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x Participating Entity Contact Name;
x Participating Entity Contact Email Address;
x Participating Entity Contact Telephone Number;
x Sourcewell Assigned Entity/Participating Entity Number; x Item Purchased Description;
x Item Purchased Price;
x Sourcewell Administrative Fee Applied; and
x Date Purchase was invoiced/sale was recognized as revenue by Supplier.
B. ADMINISTRATIVE FEE. In consideration for the support and services provided by Sourcewell, the Supplier will pay an administrative fee to Sourcewell on all Equipment, Products, and Services provided to Participating Entities. The Administrative Fee must be included in, and not added to, the pricing. Supplier may not charge Participating Entities more than the contracted price to offset the Administrative Fee.
The Supplier will submit payment to Sourcewell for the percentage of administrative fee stated in the Proposal multiplied by the total sales of all Equipment, Products, and Services purchased by Participating Entities under this Contract during each calendar quarter. Payments should note the Supplier’s name and Sourcewell-assigned contract number in the memo; and must be mailed to the address above “Attn: Accounts Receivable” or remitted electronically to Sourcewell’s banking institution per Sourcewell’s Finance department instructions. Payments must be received no later than 45 calendar days after the end of each calendar quarter.
Supplier agrees to cooperate with Sourcewell in auditing transactions under this Contract to ensure that the administrative fee is paid on all items purchased under this Contract.
In the event the Supplier is delinquent in any undisputed administrative fees, Sourcewell reserves the right to cancel this Contract and reject any proposal submitted by the Supplier in any subsequent solicitation. In the event this Contract is cancelled by either party prior to the Contract’s expiration date, the administrative fee payment will be due no more than 30 days from the cancellation date.
9. AUTHORIZED REPRESENTATIVE
Sourcewell's Authorized Representative is its Chief Procurement Officer.
Supplier’s Authorized Representative is the person named in the Supplier’s Proposal. If Supplier’s Authorized Representative changes at any time during this Contract, Supplier must promptly notify Sourcewell in writing.
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10. AUDIT, ASSIGNMENT, AMENDMENTS, WAIVER, AND CONTRACT COMPLETE A. AUDIT. Pursuant to Minnesota Statutes Section 16C.05, subdivision 5, the books, records, documents, and accounting procedures and practices relevant to this Contract are subject to examination by Sourcewell or the Minnesota State Auditor for a minimum of six years from the end of this Contract. This clause extends to Participating Entities as it relates to business conducted by that Participating Entity under this Contract.
B. ASSIGNMENT. Neither party may assign or otherwise transfer its rights or obligations under this Contract without the prior written consent of the other party and a fully executed assignment agreement. Such consent will not be unreasonably withheld. Any prohibited assignment will be invalid. Provided, however, that Supplier is permitted to subcontract certain of its rights and obligations to Supplier Participating Dealers for performance without Sourcewell’s prior written consent.
C. AMENDMENTS. Any amendment to this Contract must be in writing and will not be effective until it has been duly executed by the parties.
D. WAIVER. Failure by either party to take action or assert any right under this Contract will not be deemed a waiver of such right in the event of the continuation or repetition of the circumstances giving rise to such right. Any such waiver must be in writing and signed by the parties.
E. CONTRACT COMPLETE. This Contract represents the complete agreement between the parties. No other understanding regarding this Contract, whether written or oral, may be used to bind either party. For any conflict between the attached Proposal and the terms set out in Articles 1-22 of this Contract, the terms of Articles 1-22 will govern.
F. RELATIONSHIP OF THE PARTIES. The relationship of the parties is one of independent contractors, each free to exercise judgment and discretion with regard to the conduct of their respective businesses. This Contract does not create a partnership, joint venture, or any other relationship such as master-servant, or principal-agent.
11. INDEMNITY AND HOLD HARMLESS
Intentionally omitted.
12. GOVERNMENT DATA PRACTICES
Supplier and Sourcewell must comply with the Minnesota Government Data Practices Act, Minnesota Statutes Chapter 13, as it applies to all data provided by or provided to Sourcewell
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under this Contract and as it applies to all data created, collected, received, maintained, or disseminated by the Supplier under this Contract.
13. INTELLECTUAL PROPERTY, PUBLICITY, MARKETING, AND ENDORSEMENT A. Intentionally Deleted.
B. PUBLICITY. Any publicity regarding the subject matter of this Contract must not be released without prior written approval from the Authorized Representatives. Publicity includes notices, informational pamphlets, press releases, research, reports, signs, and similar public notices prepared by or for the Supplier individually or jointly with others, or any subcontractors, with respect to the program, publications, or services provided resulting from this Contract.
C. MARKETING. Any direct advertising, marketing, or offers with Participating Entities must be approved by Sourcewell. Send all approval requests to the Sourcewell Supplier Development Administrator assigned to this Contract.
D. ENDORSEMENT. The Supplier must not claim that Sourcewell endorses its Equipment, Products, or Services.
14. GOVERNING LAW, JURISDICTION, AND VENUE
The substantive and procedural laws of the State of Minnesota will govern this Contract. Venue for all legal proceedings arising out of this Contract, or its breach, must be in the appropriate state court in Todd County, Minnesota or federal court in Fergus Falls, Minnesota.
15. FORCE MAJEURE
Neither party to this Contract will be held responsible for delay or default caused by acts of God or other conditions that are beyond that party’s reasonable control. A party defaulting under this provision must provide the other party prompt written notice of the default.
16. SEVERABILITY
If any provision of this Contract is found by a court of competent jurisdiction to be illegal, unenforceable, or void then both parties will be relieved from all obligations arising from that provision. If the remainder of this Contract is capable of being performed, it will not be affected by such determination or finding and must be fully performed.
17. PERFORMANCE, DEFAULT, AND REMEDIES
A. PERFORMANCE. During the term of this Contract, the parties will monitor performance and address unresolved contract issues as follows:
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1.Notification.The parties must promptly notify each other of any known dispute and work in good faith to resolve such dispute within a reasonable period of time. If necessary, Sourcewell and the Supplier will jointly develop a short briefing document that describes the issue(s), relevant impact, and positions of both parties.
2.Escalation.If parties are unable to resolve the issue in a timely manner, as specified above, either Sourcewell or Supplier may escalate the resolution of the issue to a higher level of management. The Supplier will have 30 calendar days to cure an outstanding issue.
3.Performance while Dispute is Pending. Notwithstanding the existence of a dispute, the Supplier must continue without delay to carry out all of its responsibilities under the Contract that are not affected by the dispute. If the Supplier fails to continue without delay to perform its responsibilities under the Contract, in the accomplishment of all undisputed work, the Supplier will bear any additional costs incurred by Sourcewell and/or its Participating Entities as a result of such failure to proceed.
B. DEFAULT AND REMEDIES. Either of the following constitutes cause to declare this Contract, or any Participating Entity order under this Contract, in default:
1. Nonperformance of contractual requirements, or
2. A material breach of any term or condition of this Contract.
The party claiming default must provide written notice of the default, with 30 calendar days to cure the default. Time allowed for cure will not diminish or eliminate any liability for liquidated or other damages. If the default remains after the opportunity for cure, the non-defaulting party may:
x Exercise any remedy provided by law or equity, or
x Terminate the Contract or any portion thereof, including any orders issued against the Contract.
18. INSURANCE
A. REQUIREMENTS. At its own expense, Supplier must maintain insurance policy(ies) in effect at all times during the performance of this Contract with insurance company(ies) licensed or authorized to do business in the State of Minnesota having an “AM BEST” rating of A- or better, with coverage and limits of insurance not less than the following:
1.Workers’ Compensation and Employer’s Liability.
Workers’ Compensation: As required by any applicable law or regulation.
Employer's Liability Insurance: must be provided in amounts not less than listed below:
Minimum limits:
$500,000 each accident for bodily injury by accident
$500,000 policy limit for bodily injury by disease
$500,000 each employee for bodily injury by disease
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2.Commercial General Liability Insurance.Supplier will maintain insurance covering its operations, with coverage on an occurrence basis, and must be subject to terms no less broad than the Insurance Services Office (“ISO”) Commercial General Liability Form CG0001 (2001 or newer edition), or equivalent. At a minimum, coverage must include liability arising from premises, operations, bodily injury and property damage, independent contractors, products-completed operations including construction defect, contractual liability, blanket contractual liability, and personal injury and advertising injury. All required limits, terms and conditions of coverage must be maintained during the term of this Contract.
Minimum Limits:
$1,000,000 each occurrence Bodily Injury and Property Damage $1,000,000 Personal and Advertising Injury
$2,000,000 aggregate for products liability-completed operations $2,000,000 general aggregate
3.Commercial Automobile Liability Insurance.During the term of this Contract, Supplier will maintain insurance covering all owned, hired, and non-owned automobiles in limits of liability not less than indicated below. The coverage must be subject to terms no less broad than ISO Business Auto Coverage Form CA 0001 (2010 edition or newer), or equivalent.
Minimum Limits:
$1,000,000 each accident, combined single limit
4.Umbrella Insurance. During the term of this Contract, Supplier will maintain umbrella coverage over Employer’s Liability, Commercial General Liability, and Commercial Automobile.
Minimum Limits:
$2,000,000
Failure of Supplier to maintain the required insurance will constitute a material breach entitling Sourcewell to immediately terminate this Contract for default.
B. CERTIFICATES OF INSURANCE. Prior to commencing under this Contract, Supplier must furnish to Sourcewell a certificate of insurance, as evidence of the insurance required under this Contract. Prior to expiration of the policy(ies), renewal certificates must be mailed to Sourcewell, 202 12th Street Northeast, P.O. Box 219, Staples, MN 56479 or sent to the Sourcewell Supplier Development Administrator assigned to this Contract. The certificates must be signed by a person authorized by the insurer(s) to bind coverage on their behalf.
Failure to request certificates of insurance by Sourcewell, or failure of Supplier to provide certificates of insurance, in no way limits or relieves Supplier of its duties and responsibilities in this Contract.
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Caterpillar: Confidential Green
C. ADDITIONAL INSURED ENDORSEMENT AND PRIMARY AND NON-CONTRIBUTORY INSURANCE CLAUSE. Supplier agrees to list Sourcewell and its Participating Entities, including their officers, agents, and employees, as an additional insured under the Supplier’s commercial general liability insurance policy with respect to liability arising out of activities, “operations,” or “work” performed by or on behalf of Supplier, and products and completed operations of Supplier. The policy provision(s) or endorsement(s) must further provide that coverage is primary and not excess over or contributory with any other valid, applicable, and collectible insurance or self-insurance in force for the additional insureds. A Participating Dealer may name a Participating Entity as an additional insured on a case-by-case basis.
WAIVER OF SUBROGATION. Supplier waives and must require (by endorsement or otherwise) all its insurers to waive subrogation rights against Sourcewell and other additional insureds for losses paid under the insurance policies required by this Contract or other insurance applicable to the Supplier or its subcontractors. The waiver must apply to all deductibles and/or self- insured retentions applicable to the required or any other insurance maintained by the Supplier or its subcontractors.
D. UMBRELLA/EXCESS LIABILITY/SELF-INSURED RETENTION. The limits required by this Contract can be met by either providing a primary policy or in combination with umbrella/excess liability policy(ies), or self-insured retention.
19. COMPLIANCE
A. LAWS AND REGULATIONS. All Equipment, Products, or Services provided under this Contract must comply fully with applicable federal laws and regulations, and with the laws in the states and provinces in which the Equipment, Products, or Services are sold.
B. LICENSES. Supplier’s Participating Dealers must maintain a valid and current status on all required federal, state/provincial, and local licenses, bonds, and permits required for the operation of the business that the Participating Dealer conducts with Sourcewell and Participating Entities.
20. BANKRUPTCY, DEBARMENT, OR SUSPENSION CERTIFICATION
Supplier certifies and warrants that it is not in bankruptcy or that it has previously disclosed in writing certain information to Sourcewell related to bankruptcy actions. If at any time during this Contract Supplier declares bankruptcy, Supplier must immediately notify Sourcewell in writing.
Attachment 2
9.D-15Council Agenda 12-19-2023
011723- CAT
Rev. 3/2022 13
Caterpillar: Confidential Green
Supplier certifies and warrants that neither it nor its principals are presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from programs operated by the State of Minnesota; the United States federal government or the Canadian government, as applicable; or any Participating Entity. Supplier certifies and warrants that neither it nor its principals have been convicted of a criminal offense related to the subject matter of this Contract. Supplier further warrants that it will provide immediate written notice to Sourcewell if this certification changes at any time.
21. PROVISIONS FOR NON-UNITED STATES FEDERAL ENTITY PROCUREMENTS UNDER
UNITED STATES FEDERAL AWARDS OR OTHER AWARDS
Intentionally omitted.
22. CANCELLATION
Sourcewell or Supplier may cancel this Contract at any time, with or without cause, upon 60 days’ written notice to the other party. However, Sourcewell may cancel this Contract immediately upon discovery of a material defect in any certification made in Supplier’s Proposal. Cancellation of this Contract does not relieve either party of financial, product, or service obligations incurred or accrued prior to cancellation.
Sourcewell Caterpillar Inc.
By: __________________________ By: __________________________ Jeremy Schwartz Patrick Kearns
Title: Chief Procurement Officer Title: Vice President Sales & Marketing, Construction Industries
Date: ________________________ Date: ________________________ Approved:
By: __________________________
Chad Coauette
Title: Executive Director/CEO
Date: ________________________
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Attachment 2
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9.D-22Council Agenda 12-19-2023
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Attachment 2
9.D-23Council Agenda 12-19-2023
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Attachment 2
9.D-25Council Agenda 12-19-2023
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Bid Number: RFP 011723 Vendor Name: Caterpillar Inc
Attachment 2
9.D-26Council Agenda 12-19-2023
Bid Number: RFP 011723 Vendor Name: Caterpillar Inc
Table 148: Depth and 8readth of Offered Equipment Products and Services Indicate below if the listed types or classes of equipment, products, and services are offered within your proposal. Provide additional comments in the text box provided, as necessary.
Line Item Categor\ or T\pe Offered Comments
71 Wheeled, tracked, and backhoe loaders Yes
No
Manufactured by Caterpillar. Offerings
listed in applicable pricing attachment
section.
7 Motor Graders Yes
No
Manufactured by Caterpillar. Offerings
listed in applicable pricing attachment
section.
73 Wheeled and tracked excavators Yes
No
Manufactured by Caterpillar. Offerings
listed in applicable pricing attachment
section.
74 Bulldozers, compactors, scapers, articulated and
rigid haulers
Yes
No
Manufactured by Caterpillar. Offerings
listed in applicable pricing attachment
section.
75 Cranes Yes
No
NIA
76 Accessories or attachments for the offering in #71-
75 above
Yes
No
Manufactured by Caterpillar. Offerings
listed in applicable pricing attachment
section.
77 Technology or services for the offering in #71-75
above
Yes
No
Manufactured or offered by Caterpillar.
Offerings listed in applicable pricing
attachment section.
Table 14C: Required Offering of Equipment
Indicate below if the proposer's proposal includes at least one (1) of the following listed types or classes of equipment. Provide additional comments in the text box provided, as necessary.
Line Item Categor\ or T\pe Offered Comments
78 Wheel loader with published net horsepower (HP)
of at least 300 HP
Yes
No
Manufactured by Caterpillar. Offerings
listed in applicable pricing attachment
section.
79 Wheeled or tracked excavator with a published net
horsepower (HP) of at least 150 HP
Yes
No
Manufactured by Caterpillar. Offerings
listed in applicable pricing attachment
section.
80 Motor Grader with a published maximum operating
weight of at least 30,000 lbs.
Yes
No
Manufactured by Caterpillar. Offerings
listed in applicable pricing attachment
section.
81 Rough terrain, all terrain, crawler, floating, lattice, or telescopic crane with a published maximum lifting
capacity of at least 300 tons and a published
maximum boom length of at least 150 feet
Yes
No
NIA
Exceptions to Terms, Conditions, or Specifications Form Only those Proposer Exceptions to Terms, Conditions, or Specifications that have been accepted by Sourcewell have been incorporated into the contract text.
Bid Number: RFP 011723 Vendor Name: Caterpillar Inc
Documents
Ensure your submission document(s) conforms to the following:
1.Documents in PDF format are preferred. Documents in Word, Excel, or compatible formats may also be provided.
2.Documents should NOT have a security password, as Sourcewell may not be able to open the file. It is your sole responsibility to ensure that the uploaded document(s) are not either defective, corrupted or blank and that the documents can be opened and viewed by Sourcewell.
3.Sourcewell may reject any response where any document(s) cannot be opened and viewed by Sourcewell.
4.If you need to upload more than one (1) document for a single item, you should combine the documents into one zipped file. If the zipped file contains more than one (1) document, ensure each document is named, in relation to the submission format item responding to. For example, if responding to the Marketing Plan category save the document as "Marketing Plan." Pricing - Machine Pricing.zip - Tuesday January 17, 2023 15:29:45 Financial Strength and Stability - Fin Strength and Stability.zip - Tuesday January 17, 2023 10:31:16 Marketing PlanISamples - Marketing Plan.pdf - Tuesday January 17, 2023 14:53:49 WMBEIMBEISBE or Related Certificates (optional)
Warranty Information - Warranty Combined.pdf - Monday January 16, 2023 10:36:31 Standard Transaction Document Samples (optional)
Upload Additional Document - Additional Documents.zip - Tuesday January 17, 2023 16:05:29
Attachment 2
9.D-27Council Agenda 12-19-2023
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Bid Number: RFP 011723 Vendor Name: Caterpillar Inc
Attachment 2
9.D-28Council Agenda 12-19-2023
TM-20-01077
SOURCEWELL TRADEMARK LICENSE ADDENDUM
This Addendum is by and between SOURCEWELL, 202 – 12th Street NE, PO Box 219, Staples, Minnesota 56479 (“Sourcewell”) and Caterpillar Inc., having its principal place of business at 5212 N. O’Connor Blvd., Suite 1100, Irving, TX 75039, and offices at 100 NE Adams Street, Peoria, Illinois, 61629 (“Caterpillar” or “Vendor”). Sourcewell and Caterpillar may be referred to in this Agreement as a “Party” and collectively as the “Parties.”
The Parties maintain a contractual relationship for Vendor to provide equipment, products, or services to Sourcewell’s cooperative purchasing contracts as follows:
Sourcewell Contract 011723 – CAT (Solicitation Number: 011723) Sourcewell and Vendor each own all right, title, and interest in their respective names, trademarks, service marks, related logos, and all other rights in the names, designs, likenesses and visual representations thereof (“Licensed Trademarks”), and desire to grant each other a royalty-free license to use certain Licensed Trademarks owned by the other Party under the terms and conditions set forth herein.
ARTICLE I: GRANT OF LICENSE
A. GRANT OF LICENSE.During the term of the Contract:
1. Sourcewell grants to Vendor a royalty-free, worldwide, non-exclusive right and license to use Sourcewell’s Licensed Trademarks provided to Vendor by Sourcewell in advertising and promotional materials for the purpose of marketing Sourcewell’s relationship with Vendor.
2. Vendor grants to Sourcewell a royalty-free, worldwide (except for those jurisdictions that are prohibited by applicable Anti-Corruption and International Trade Laws), non-exclusive right and license to use Vendor’s Licensed Trademarks provided to Sourcewell by Vendor in advertising and promotional materials for the purpose of marketing Vendor’s relationship with Sourcewell. “Anti-Corruption and International Trade Laws” means all statutes, regulations, rules, executive orders, supervisory requirements, directives, ordinances, circulars, opinions, interpretive letters, and official releases of or by any government, or any authority, department or agency thereof or self- regulatory organization related to bribery, fraud, corruption, or international trade.
3. The Parties agree that each is the owner of all rights, including without limitation common law rights and goodwill, in relation to their respective Licensed Trademarks, and that any goodwill derived from the use of Licensed Trademarks by the other Party shall inure to the owner of the respective Licensed Trademarks.
B. LIMITED RIGHT OF SUBLICENSE. The rights and licenses granted herein includes a limited right of each Party to grant sublicenses to its and their respective distributors, marketing representatives, and agents (collectively “Permitted Sublicensees”) in advertising and promotional materials for the purpose of marketing the Contract. Any sublicense granted will be subject to the terms and conditions of this Addendum. Each Party will be responsible for any breach of this Article by any of their respective sublicensees.
TM-20-01077
C. USE; QUALITY CONTROL.
1. Neither Party may alter the other Party’s Licensed Trademarks from the form provided by the other Party and must comply with the other Party’s removal requests as to specific uses of its Licensed Trademarks.
2. Each Party agrees to use, and to cause its Permitted Sublicensees to use, the other Party’s Licensed Trademarks only in good faith and in a dignified manner consistent with such Party’s use of the Licensed Trademarks. Upon written notice to the breaching Party, the breaching Party or their Permitted Sublicensees have thirty (30) days of the date of the written notice to cure the breach or the license will be terminated.
3. Beyond what is permitted in this Addendum, neither Party will:
a. attempt to register, or register any trademark, service mark, symbol, logo, get-up or device which is confusingly similar to any of the other Party’s Licensed Trademarks in any jurisdiction;
b. represent that it has any rights of any nature in the Licensed Trademarks other than those enjoyed under the terms of this Agreement;
c. use the other Party’s trademarks, service marks or copyrights, translations thereof or marks similar thereto, as part of its corporate name, trade name or a d/b/a name, favicons, social media names/handles, email addresses, email extensions, or domain names without prior written approval from the other Party; or d. use the other Party’s trade names, trademarks, or service marks on any collateral business materials (e.g., business cards, letterhead, invoices, pens, notepads, fax cover sheets, etc.), unless otherwise approved in writing by the other Party.
ARTICLE II: TERM, TERMINATION, AND MISCELLANEOUS.
A. EFFECTIVE DATE. This Addendum is effective upon the date of the final signature below.
B. TERMINATION. Unless earlier terminated in accordance with this Article, this Addendum expires immediately upon the expiration or termination of the Contract.
1.Termination for Convenience. This Addendum may be terminated by either Party at any time upon ninety (90) days’ prior written notice to the other Party.
2.Termination for Breach. This Addendum may be terminated by either Party upon a breach of the terms of this Addendum by the other Party, upon written notice of breach to the breaching Party, and only if such breach is not cured within thirty (30) days of the date of the written notice.
3.Effect of Termination. Upon the termination of this Addendum for any reason, each Party will have thirty (30) days to, and require its Permitted Sublicensees to, remove all Licensed Trademarks from signage, websites, and the like bearing the other Party’s name or logo
Attachment 2
9.D-29Council Agenda 12-19-2023
TM-20-01077
(excepting Sourcewell’s pre-printed catalog of vendors which may be used until the next printing). Vendor must return all marketing and promotional materials, including signage, provided by Sourcewell, or dispose of it according to Sourcewell’s written directions.
4. Miscellaneous. The terms and conditions of this Addendum shall have no effect on the terms and conditions of any other trademark licenses signed by the Parties.
All other terms of the Contract remain in full force and effect, unless otherwise terminated.
SOURCEWELL
By: _________________
Name:
Title:
Date:
Caterpillar Inc.
By: _________________
Name:
Title:
Date:
.
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Attachment 2
9.D-30Council Agenda 12-19-2023
PISMO BEACH CITY COUNCIL STAFF REPORT
Agenda Item #9.E
SUBJECT/TITLE:
PAYMENT TO PACIFIC GAS AND ELECTRIC (PG&E) FOR ELECTRICAL WORK
RELATED TO CENTRAL COAST BLUE
RECOMMENDATION:
Adopt a Resolution authorizing payment to Pacific Gas and Electric Company in the amount of $66,194.01 for costs related to Central Coast Blue.
BACKGROUND:
On March 1, 2022, the City Council awarded a contract to Water Systems Consulting, Inc. for program management, permitting and design of Central Coast Blue, a regional recycled groundwater project. As part of the design phase of the project, staff submitted an application to Pacific Gas & Electric Company (PG&E) for new electrical service required for the project’s Advanced Water Purification Facility (AWPF) at 980 Huber Street in Grover Beach. PG&E has provided an estimate for this work in the amount of $66,194.01. Staff has prepared the contract, but the work cannot be scheduled until payment is made.
The City’s Purchasing Policy requires City Council approval for payments over $50,000.
This payment is a routine project cost and is required in order for the project to move forward.
Conclusion and Recommendation
Staff recommends City Council adopt a Resolution (Attachment 1) authorizing the payment to PG&E, ensuring the project is not delayed.
FISCAL IMPACT:
The fiscal impact of approving the attached Resolution is $66,194.01 for all three Central Coast Blue partner agencies. The net fiscal impact for the City of Pismo Beach is $8,519.17 in the City of Pismo Beach’s Water Enterprise Fund and $17,296.49in the City’s Wastewater Enterprise Fund for a total of $25,815.67 across both funds. .
On March 1, 2022 the City Council approved a Cost Sharing Agreement with the Cities of Arroyo Grande and Grover Beach for costs related to Central Coast Blue. The agreement was approved by the Arroyo Grande City Council on January 25, 2022 and by the Grover Beach City Council on February 15, 2022. Under the agreement, costs for Central Coast Blue will be split between the agencies as follows:
Pismo Beach 39%
Grover Beach 36%
Arroyo Grande 25%
Council Agenda 12-19-2023 9.E-1
Under this cost sharing agreement, the cities would be responsible for the proposed Amendment #1 as follows:
Pismo Beach $25,815.67
Grover Beach $23,829.84
Arroyo Grande $16,548.50
Of Pismo Beach’s portion, 33%, or $8,519.17 is allocated to the Water Enterprise Fund and 67%, or $17,296.50, is allocated to the Wastewater Enterprise Fund.
ALTERNATIVES:
1. Do not adopt the Resolution; provide staff with other direction.
ATTACHMENTS:
1. Resolution
2. PG&E Agreement
Prepared by: Meeting Date: December 19, 2023
Erin Olsen, Senior Management Analyst
Submitted by: Benjamin A. Fine, P.E., Director of Public Works/City Engineer City Manager Approval:
Council Agenda 12-19-2023 9.E-2
RESOLUTION NO. R-2023-XXX
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PISMO BEACH,
CALIFORNIA AUTHORIZING PAYMENT TO PACIFIC GAS AND ELECTRIC COMPANY IN THE AMOUNT OF $66,194.01 FOR COSTS RELATED TO CENTRAL
COAST BLUE
WHEREAS, at the March 1, 2022 City Council meeting, a contract was awarded to Water Systems Consulting, Inc. for program management, permitting and design of Central Coast Blue, a regional recycled groundwater project; and WHEREAS, as part of the design phase of the project, staff submitted an application to PG&E for new electrical service required for the project’s Advanced Water Purification Facility (AWPF) at 980 Huber Street in Grover Beach; and WHEREAS, the City’s Purchasing Policy requires City Council approval for payments over $50,000; and
WHEREAS, PG&E has provided an estimate for this work in the amount of $66,194.01.
NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Pismo Beach hereby authorizes payment to Pacific Gas and Electric Company in the amount of $66,194.01 for costs related to electrical work for the Central Coast Blue project.
UPON MOTION OF Council Member , seconded by Council Member , the foregoing resolution was adopted by the City Council of the City of Pismo Beach this 19th day of December 2023, by the following vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
RECUSED:
Approved: Attest:
________________________ ________________________
Ed Waage, Mayor Erica Inderlied, City Clerk
Council Agenda 12-19-2023 9.E-3
Attachment 1
October 23, 2023
Customer Payment
Coupon
References
Notification #125979589
Contract #50091558 V1
E16-PM #35460300
Customer #
City of Pismo Beach
760 Mattie Road
PISMO BEACH, CA 93449
Customer Payment Summary
980 HUBER STREET, GROVER BEACH
Please pay the Total Due based upon the payment option(s) you selected on page two of the enclosed Gas and Electric Extension Agreement.
Payment Options Subtotal Total Due
10-Year Refundable Advance Option Gas and Electric $76,194.01 $66,194.01 Non-Refundable 50 percent Discount Option for Gas and
Electric
$42,942.69 $32,942.69
10-Year Refundable Advance Option for Gas and
Non-Refundable 50 percent Discount Option for Electric
$42,942.69 $32,942.69
Non-Refundable 50 percent Discount Option for Gas and
10-Year Refundable Advance Option for Electric
$76,194.01 $66,194.01
The Total Due for each payment option above includes:
Advance Credit ($10,000.00)
Important Payment Information
To complete your contract ONLINE
Follow the instructions provided with your electronic contract Submit payment at https://www.pge.com/contractpayments To complete your contract BY MAIL
Please make check payable to: PG&E or Pacific Gas and Electric Complete, sign and return the enclosed agreement(s), the SACAC form and the customer payment coupon with your payment
Remit payment and SACAC form to:
PG&E CFM/PPC Department
PO BOX 997340
Sacramento, CA 95899-7340
IMPORTANT MESSAGE
Please review the enclosed information
and total due. This document needs
to be returned with the enclosed
agreements.
If you complete your contract ONLINE,
a copy will be saved to your Customer
Connections Online (CCO) account at
pge.com/cco.
To learn more about PG&E's gas and
electric safety initiatives and resources
please visit pge.com/safety.
Have Questions?
Please Call 1-800-422-0436
Council Agenda 12-19-2023 9.E-4
Attachment 2
Gas and Electric
Extension Agreement*
* Automated document,
Preliminary Statement, Part A
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Form 79-1169
Advice 4768-G/6973-E
June 2023Page 1 of 2
For Internal Use
125979589Notification #
50091558Contract #
35460300E-PM #
G-PM #
E-Prior MLX/PM#
G-Prior MLX/PM#
Customer #
1V
October 23, 2023
City of Pismo Beach
760 Mattie Road
PISMO BEACH, CA, 93449 980 HUBER STREET, GROVER BEACHRe:
Erin OlsenDear
We are writing to let you know Pacific Gas and Electric Company (PG&E) will extend its facilities to provide the requested gas and electric service to the project address listed above. PG&E's costs have been developed based on the choices and information provided in your application and may change if you make changes. This letter, including PG&E's tariffs, which are incorporated by reference below, will serve as our contract. As required by the California Public Utilities Commission (CPUC), special facilities will be handled in a separate contract. Per Decision 22-09-026, Residential Customers submitting an application for new gas service on or after July 1, 2023, do not qualify for Allowances, Refunds or Discount Option. Applicants who submit a new application for gas Distribution Main Extension(s) on or after July 1, 2023, must pay PG&E its total estimated installed cost upon contract execution, in advance of PG&E commencing its work.
Upon completion of the work and determination of actual costs, PG&E will provide Applicant with a final invoice or refund to account for a true-up to actual costs. An Applicant's failure to pay a final invoice in a timely manner is a violation of PG&E's Gas Rules 15/16 and may result in discontinuance of service. Non- Residential Customers submitting an application for new gas service on or after July 1, 2023, may qualify for Allowances, Refunds or Discount Option if approved by the CPUC. Please complete the following four steps to execute this contract. 1 Review the following work responsibilities and cost information.
Work To Be
Done By
GAS MAIN GAS SERVICE ELECTRIC DISTRIBUTION ELECTRIC SERVICE Trench Pipe Trench Pipe Trench Substr.Facilities Trench Substr.Facilities PG&E X
Customer X X
GAS ELECTRIC
Total non-refundable project costs $0.00 $9,691.36
Refundable extension costs $0.00 $242,301.87
Allowances (credit) $0.00 - $175,799.23 -
Net refundable amount $0.00 = $66,502.64 =
10 YEAR REFUNDABLE OPTION
Net refundable amount $0.00 $66,502.64
Credit for value of design and/or
facilities provided by applicant
$0.00 - $0.00 -
Total non-refundable project costs $0.00 + $9,691.36 + Total (if you select this option) $0.00 = $76,194.01 =
NON-REFUNDABLE 50% DISCOUNT OPTION
Net refundable amount $0.00 $66,502.64
Discount: 50% of Net refundable amount $0.00 - $33,251.32 - Credit for value of design and/or
facilities provided by applicant
$0.00 - $0.00 -
Total non-refundable project costs $0.00 + $9,691.36 + Total (if you select this option) $0.00 = $42,942.69 =
Potential refund per residential lot/unit $0.00 $0.00 Potential reimbursement per service completion
Pressurized or energized system $0.00 $0.00
Not pressurized or energized system $0.00 $0.00
Reimbursement for other work
performed $0.00 $0.00
All amounts include the Income Tax Component of Contribution (ITCC) PG&E is required to charge customers, where applicable.
DEFINITIONS AND EXPLANATION OF TERMS
(For more detail see rules 15 and 16):
Total non-refundable project costs include costs for
work such as electric trench and excavation, conduits,
inspections, streetlights, conversion from overhead to
underground and contract processing.
Refundable extension costs include costs for facilities such as electric conductor, transformers and poles; gas pipe, gas share of distribution trench and regulators;
and meters.
Allowances are a credit against refundable extension
costs. They are based upon the number of residential
units expected to be connected within the first six
months and the expected annual non-residential net
(distribution) revenue from your project.
Allowances granted under either option are subject to
deficiency billing if the number of residential units
connected or the annual non-residential net revenue
falls below the forecast used to calculate the
allowances.
Net refundable amount is the portion of overall costs
eligible for refund to you based upon additional
residential meters being set or upon increases in non-
residential annual net (distribution) revenue. A cost-of- ownership charge is assessed against the Net
refundable amount (except for individual residential
applicants) per Rule 15.
Potential refund per residential lot/unit is for those
lots/units for which you did not already receive an
allowance (i.e., units not expected to be connected in
the first six months). Any refunds may be decreased or
eliminated by cost-of-ownership charges assessed
under the provisions of Rule 15.
Potential reimbursement per service completion is
the amount to which a customer may be entitled for
performing certain service connection work PG&E
would otherwise perform when installing service
extensions and are not to be confused with refunds.
Reimbursement for other work performed is
the amount to which a customer may be entitled
for performing certain work (other than service
completions) that normally is PG&E's responsibility.
Council Agenda 12-19-2023 9.E-5
Attachment 2
Gas and Electric
Extension Agreement*
* Automated document,
Preliminary Statement, Part A
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Form 79-1169
Advice 4768-G/6973-E
June 2023Page 2 of 2
2 Select one of the following payment options.
#opt1#
10-Year Refundable Option for Gas and Electric
#opt2#
Non-Refundable 50 Percent Discount Option for Gas
and Electric
#opt3#
10-Year Refundable Option for Gas and Non-
Refundable 50 Percent Discount Option for Electric
#opt4#
Non-Refundable 50 Percent Discount Option for
Gas and 10-Year Refundable Option for Electric
Gas
$0.00
$0.00
$0.00
$0.00
+
+
+
+
Electric
$76,194.01
$42,942.69
$42,942.69
$76,194.01
-
-
-
-
Advance
SEE PMT CPN
SEE PMT CPN
SEE PMT CPN
SEE PMT CPN
=
=
=
=
Total Due
$76,194.01
$42,942.69
$42,942.69
$76,194.01
3 Review these important terms and conditions.
This Gas and Electric Extension Agreement is controlled by, and incorporates by reference, PG&E's tariffs, including Gas and Electric rules 2, 15, and 16; the Distribution and Service Extension Agreement-Provisions (Form 62-0982) and the General Terms & Conditions for Gas and Electric Extension & Service Construction by Applicant (Form 79-716), all as approved and authorized by the CPUC. This agreement at all times shall be subject to such modifications as the CPUC may direct from time to time in the exercise of its jurisdiction.
You can view PG&E's tariffs online at pge.com/tariffs or contact the PG&E representative listed below. Additional details underlying the amounts shown in this agreement, as well as the calculation of allowances, refunds or deficiency bills can also be provided by your local PG&E representative. 4 After completing steps 1, 2 and 3 and having checked one, but only one, of the four payment options above, please complete and return the following items to PG&E.
Sign and return this contract as indicated below.
Submit the Payment Coupon with Total Due based on your option selected.
Sign and return the enclosed Statement of Applicant's Contract Anticipated Costs (SACAC) [Form 79-1003] (explanation in box to the right).
Please provide your payment and required forms within 90 days from October 23, 2023. PG&E is not bound by the costs set forth above if payment and the signed forms are not received by PG&E within 90 days.
If you have any questions, please contact Esteban Macias at 877-743-7782 or by email at [email protected].
ADDITIONAL INFORMATION
What is the SACAC form
Under PG&E's rules 15 and 16 you have a choice:you can
perform the work yourself, hire a qualified contractor to perform the work or hire PG&E to do the work. We are
required by the CPUC to provide you with PG&E's costs.
This form identifies our cost for the refundable service that is PG&E's responsibility to install. PG&E's costs were
developed based on your choices within the application and may change if you change that choice.
How do I fill out the SACAC?
If you want to do this work yourself or have a qualified contractor do this work, please enter your estimated costs in the section of the SACAC form entitled "Applicant Costs" or check the box in the section entitled "Applicant's Election Not To Provide Costs," sign and return to PG&E. PG&E will send you a revised agreement by return mail only if you choose to provide your estimated costs.
If you want PG&E to do this work, please check the section "Applicant's Election Not to Provide Costs," sign and return the SACAC form along with a check for the Total Due
based on the option you selected above.
You must return the completed SACAC form to PG&E
regardless of who you choose to do the work.
Please follow payment instructions
found on your Payment Coupon.
Pacific Gas and Electric Company
This contract has been reviewed and approved by:
Kari Gaither
Service Planning Supervisor
Customer
Agreed and accepted by:
City of Pismo Beach, A GOVERNMENT AGENCY
Authorized Signatory Erin Olsen
Title REPRESENTATIVE
Signature #sigMLX#
Date #sigDateMLX#
#titleMLX#
#Form 79-1169#
11/7/2023 | 10:01:49 AM PST
Council Agenda 12-19-2023 9.E-6
Attachment 2
STATEMENT OF APPLICANT'S CONTRACT
ANTICIPATED COSTS.*
Central Coast Blue AWPFProject Name:
980 HUBER STREET, GROVER BEACHProject Location:
125979589Notification Number:
PM Number(s): (Gas)35460300(Electric)
APPLICANT COSTS
The following statement must only include the contracted anticipated installed costs of facilities installed by the Applicant that are refundable and that are PG&E's responsibility under its tariffs.
The costs provided by the Applicant must be taken from the Applicant's contract with its contractor. If the Applicant will be performing the work itself, the Applicant must also complete and sign this form.
The Applicant's statement of costs will be compared with PG&E's estimated installed costs of the same facilities, the lower of which will be used to determine the amount subject to allowances and refunds in accordance with the provisions of PG&E's Gas and Electric Rules 15 and 16.
If the Applicant chooses not to provide its costs, it must complete the last section of this form. Until the Applicant either provides the refundable cost from its contract with its contractor (or its own cost, if applicable), or returns this form indicating that it will not do so, PG&E will not proceed with any work on the Applicant's project.
Applicant's statement of costs include: overhead or underground service conductors, poles, service transformers, connection fittings, service pipe, valves, service connections, and other PG&E-owned service equipment, as detailed in Gas and Electric Rule 16.
Applicant's statement of costs DOES NOT include: inspection fees, nonresidential service costs, regulators, or PG&E-owned metering equipment.
Form 79-1003
Tariffs and Compliance
Advice 2458-G-C/2379-E
Decision 03-03-032
Effective: July 1, 2004* Automated document, Preliminary Statement, Part A
GAS ELECTRIC
Residential Service Facilities:Residential Service Facilities:
#applicantCostGas#Applicant: $#applicantCostElec#Applicant: $ $0.00 PG&E: $0.00 PG&E:
0Number of gas service:0Stubs:0Number of Electric service:
#Form 79-1003#
October 23, 2023
Council Agenda 12-19-2023 9.E-7
Attachment 2
GAS ELECTRIC
Gas Distribution Facilities
and Non-Residential Service Services:
Electric Distribution Facilities
and Non-Residential Service Services:
#gasDistFacilities#Applicant: $#elecDistFacilities#Applicant: $ $0.00 PG&E: $139,455.01 PG&E:
GAS DISTRIBUTION TRENCH
#gasDistTrench#Applicant: $
$0.00 PG&E:
Applicant's statement of costs include: cables, switches, transformers, distribution main, valves, regulators, nonresidential service costs, and other distribution facilities required to complete the distribution line extension, as detailed in Gas and Electric Rule 15 as PG&E's responsibility.
Applicant's statement of costs DOES NOT include: inspection fees, tie-in of system by PG&E, distribution substructures, electric trench, conduits, feeder conduits, or protective structures, as detailed in Gas and Electric Rule 15.
I declare under penalty of perjury that the foregoing is true and correct.
APPLICANT'S ELECTION NOT TO PROVIDE COSTS: (if this option selected, box must be checked) I choose not to provide to the utility my refundable costs for this project as taken from my contract with my contractor, or as performed by myself, and acknowledge that PG&E will use its estimate of the refundable costs for this project in the contract between it and me. #signDateSACAC#Executed on at
(Date)(City)
By:
City of Pismo Beach, A GOVERNMENT AGENCYPrint Applicant Name:
#sigSACAC#Signed:
REPRESENTATIVETitle:
#titleSACAC#
Form 79-1003
Tariffs and Compliance
Advice 2458-G-C/2379-E
Decision 03-03-032
Effective: July 1, 2004* Automated document, Preliminary Statement, Part A
#applicantSACAC#
Erin Olsen
11/7/2023 | 10:01:49 AM PST
Council Agenda 12-19-2023 9.E-8
Attachment 2
Cost Breakdown
1Total number of combined meters:
1Total number of non-residential lots/units for this project:
0Total number of residential lots/units for this project:
Cost of Services:
$0.00 Engineering & Administrative Costs
Inspection Fees $0.00 (+)
Others (N/A) $0.00 (+)
Electric Metering $0.00 (+)
Service Tie-In Cost (Energized) by PG&E $0.00 (+)
Including Applicant Design Value of $0.00
$0.00 (+)Service Cost - Applicant installed 0# Services $0.00 (+)0# ServicesService Cost - PG&E installed
$0.00 (=)Total Estimated Cost of Service Subject to Allowance Cost of Service Within Allowance:
less Total Residential Service Allowance
(not to exceed Total Estimated Cost of Service Subject to Allowance) Excess Service Cost
Estimated Service Cost Within Allowance (Total less Excess) Average Cost per Lot or Unit Within Allowance
Excess Service Allowance Applied to Distribution Line Extension Refundable Amount per Lot or Unit:
Applicant:Erin Olsen
Project Location/Name 980 HUBER STREET, GROVER BEACH
$0.00 0X $0.00 (-)=
$0.00 =0/ $0.00
$0.00 (=)
$0.00 (=)
$0.00
Allowance
- $0.00
Ave. Cost / Unit
$0.00 =
Service Tie-in Cost by Applicant $0.00 (+)
**
Including Net Joint Pole Credit Value of $0.00
October 23, 2023
Pacific Gas and Electric Company
Detailed Cost Sheet - Electric Distribution
and Service Extension Costs
References
Notification #125979589
Contract #50091558 V1
E16-PM #35460300
Customer #
Council Agenda 12-19-2023 9.E-9
Attachment 2
Allowances
Residential:
Amount Subject to Refund
$36,690.42Engineering & Administrative Costs
Including Applicant Design Value of $0.00
Tie-In of Distribution by PG&E $16,283.94 (+)
Electric Metering (Non-Residential Projects) $2,975.37 (+) Other Taxable charges ( N/A )
PG&E installed - Cost of Distribution Line and Non-Res Svcs.
Applicant installed - Cost of Distribution Line and Non-Res Svcs. $0.00 (+) $195,404.74 (=)
$0.00(+)Inspection Fees
SUB TOTAL
Total Refundable Amount $242,301.88 (+)
$0.00(+)
$139,455.01 (+)
$46,897.13 (+)24%plus ITCC @
$175,799.24 (-)Less Total Allowances (not to exceed Total Refundable Amount) $66,502.64 Balance: Net Refundable Amount
10 Year Refundable Advance Option
Balance: Net Refundable Amount $66,502.64
$0.00Less Credit for Value of Applicant Design Work
Less Cost of Dist. Line Ext. and Non-Res Svcs. installed by Applicant Less Distribution Substructures by Applicant
Net 10 Year Refundable Advance Option Amount
Non-Refundable Discount Option
Balance: Net Refundable Amount
Less Credit for Value of Applicant Design Work
Less Cost of Dist. Line Ext. and Non-Res Svcs. installed by Applicant Less Distribution Substructures by Applicant
Net Non-Refundable Discount Option Amount
$0.00
$0.00
$0.00
$66,502.64
$66,502.64
$0.00
$0.00
$33,251.32
$0.00
Allowance
X 0
Lots / Units
$0.00 =
24%plus ITCC @ Residential Allowances $0.00 (+)
SUB TOTAL Residential Allowances $0.00 (=)
Non-Residential: $20,925.78
Net Annual Revenue
/0.1476
Cost-of-Service-Factor
$141,773.57 =
24%plus ITCC @ Non-Residential Allowances $34,025.65 (+) SUB TOTAL Non-Residential Allowances $175,799.23 (=)
less Residential Service Allowance:
(0
Lots/Units
X $0.00
Ave. Cost / Unit
) +24%
ITCC
$0.00 =
Total Distribution Line Extension Allowance $175,799.23(=) less Discount $66,502.64
Balance
X 0.50
Discount Rate
= $33,251.32 (-)
$0.00(+)Value of Distribution Substructures
Including Net Joint Pole Credit Value of $0.00
Council Agenda 12-19-2023 9.E-10
Attachment 2
Non-Refundable Payments
Rule 16 Non-Refundable Payments
$0.00 (+)
$0.00
Service Costs Beyond Preferred Service Location
Excess Service Costs
$1,114.44 (+)Service Riser
Value of Service Trench, Conduits & Substructures in the Franchise Area or on 3rd Party Property
$25,837.54 (+)
$0.00 (+)Value of Rule 16 Land Rights Costs
$0.00 (+)
$0.00 (+)Cost of Additional Rule 16 Applicant Design Plan Checks Other Taxable Charges: N/A
$500.00 (+)
$1,099.56 (+)
Rule 16 Trench Permits Obtained by PG&E
Inspection Fees
$0.00(+)Plus Service Trench, Conduits, & Substructures installed by PG&E on Private Property
Inspection Fees (not subject to ITCC) $0.00(+)
$125.00 (+)1 unit(s)Non-Residential Per Meter Charge
Residential Per Meter Charge =0 unit(s) $0.00(+)
$0.00 (+)Other Non-taxable Charges:
24%Plus ITCC @ $6,852.36 (+)
Total Rule 16 Non-Refundable Amount $9,691.37(=)
Less Service Trench in the Franchise Area or
on & 3rd Party Property installed by Applicant
$0.00(-)Less Rule 16 Applicant Design Work Associated with Excess Rule 15 Non-Refundable Payments
$28,551.54 (=)SUB TOTAL
Inspection Fees $0.00
Re-estimating/Composite Preparation $0.00 (+)
Cost of Additional Applicant Design Plan Checks $0.00 (+) Value of Distribution Conduits $0.00 (+)
Distribution Risers Installed by PG&E $0.00 (+)
Value of Distribution Trench $0.00 (+)
PG&E Land Rights Costs $0.00 (+)
Rule 15 Trench Permits Obtained by PG&E $0.00 (+)
Other $0.00 (+)
SUB TOTAL $0.00 (=)
24%Plus ITCC @ $0.00 (+)
Other Non-taxable Charges $0.00 (+)
SUB TOTAL $0.00 (=)
Less Distribution Conduits Installed by Applicant $0.00 (-) Less Distribution Trench Provided by Applicant $0.00 (-) Total Non-Refundable Electric Rule 15 Amount $0.00(=)
$25,837.54 (-)
$0.00(-)Less Service Costs Beyond Preferred Location by Applicant $0.00(-)Less Excess Service Facilities Installed by Applicant SUB TOTAL $35,528.91 (=)
Council Agenda 12-19-2023 9.E-11
Attachment 2
Relocation/Rearrangement Inspection Fees
Relocation/Rearrangement Trench Permits Obtained by PG&E Value of Relocation Applicant Design Work
Tie-in/Meter of Relocation/Rearrangement by PG&E
Relocation/Rearrangement Land Rights
Less Relocation/Rearrangement Facilities Installed by Applicant Plus Relocation/Rearrangement - Non Taxable
SUB TOTAL
SUB TOTAL
Relocation / Rearrangement of PG&E Facilities
$0.00(+)
$0.00(+)
$0.00(+)
$0.00(+)
$0.00(-)
$0.00(+)
$0.00(=)
0%Plus ITCC @ $0.00(+)
$0.00(=)
$0.00(+)
Re-engineering/Comp Prep/Add'l AD Plan Checks $0.00 (+) Value of Relocation/Rearrangement Facilities $0.00
Value of Relocation/Rearrangement Conduits & Substructures $0.00 (+) Value of Relocation/Rearrangement Trench & Excavation $0.00 (+) Engineering & Administrative Costs $0.00 (+)
Note:This supplemental detailed cost sheet is for reference only and is not intended for use in place of the actual contract for the project listed. (1) Total Service Allowance not to exceed the Cost of Service (2) 10 Year Refundable and Discount Option credit amounts will be paid upon acceptance of facilities. Credit amounts are subject to future deficiency billing in accordance with the tariff. (3) 10 Year Refundable and Discount Option credit amounts do not offset Other Non-Refundable or Relocation Fees. See Reimbursement Summary for a total of Reimbursements and Credits to be paid upon acceptance of facilities. (4) Inspection Fees (Only Refundable if Applicant's Actual Cost is Used. Applicant's Actual Cost + Inspection Cannot Exceed PG&E's Estimate)
(5) The lower of PG&E's estimated costs or the Applicant's Contract Anticipated Costs (as documented on Form 79-1003 "Statement of Contract Anticipated Costs") will be used to establish the cost of Service and Distribution Line Extension subject to Allowance $0.00(=)Total Relocation / Rearrangement of PG&E Facilities Amount $0.00(-)Less Relocation/Rearrangement Salvage
$0.00 Including Net Joint Pole Credit Value of
Less Value of Relocation Applicant Design Work $0.00(-) Less Trench & Excavation Provided by Applicant $0.00(-) Less Conduits & Substructures Installed by Applicant $0.00(-) D.0405055 Line Extension Costs - Residential $0.00
D.0405055 Line Extension Costs - Non-Residential $0.00 Council Agenda 12-19-2023 9.E-12
Attachment 2
PISMO BEACH CITY COUNCIL STAFF REPORT
Agenda Item #9.F
SUBJECT/TITLE:
AMENDMENT #1 TO THE AGREEMENT WITH URBAN PLANNING CONCEPTS, INC.
FOR IN-HOUSE PLANNING SERVICES
RECOMMENDATION:
Adopt a Resolution authorizing the City Manager to execute Amendment #1 to the agreement with Urban Planning Concepts, Inc. in the amount of $91,200 in Fiscal Year 2024 for in-house planning services, and appropriating related budget adjustments.
BACKGROUND:
Since February 2018, the City has contracted with Urban Planning Concepts, Inc. (UPC) for various professional planning services. When the City began undertaking the update to the General Plan/Local Coastal Program (GP/LCP) in mid-2019, this work was being managed by Brian Schwartz of UPC. At the beginning of the COVID-19 pandemic, the UPC contract was temporarily suspended and work on the GP/LCP was managed by staff. Previous contracts were resumed beginning July 1, 2021, and Mr. Schwartz has continued management of the GP/LCP update project since that time to ensure a continued high-level quality of services. The most recent agreement with UPC was authorized by the City Council on September 5, 2023. As a result of unexpected vacancies in the Planning Division of the Community Development Department, a need for additional in-house planning services was identified. Accordingly, staff recommends that the City Council authorize the City Manager to execute Amendment #1 to the current agreement with UPC for an additional $91,200, for a total contract amount of $268,800.
This amount would cover the costs of the contract to maintain efforts on the GP/LCP update and additional planning-related work efforts during the recruitment process for both the Community Development Director and Planning Manager. Should recruitments prove to be successful on an expedited timeline, these services would be reduced and return to the existing GP/LCP contract.
During his time with the City, in addition to work on the GP/LCP update, Mr. Schwartz has managed several important City initiatives through adoption, including the Circulation Element Update and Accessory Dwelling Unit ordinances of 2018, the 5th Cycle Housing Element Update, and previous review of development projects. Mr. Schwartz is currently focused on the GP/LCP in all aspects, including assisting staff in the successful grant application to the Coastal Commission for funding in the amount of $500,000. Those reimbursement funds are available to the City to facilitate this contract, as well as any other work eligible under the grant criteria.
Conclusion and Recommendation
Due to current and anticipated staffing levels in the Planning Division, the City is in need of contract services to fill various roles while the recruitment process is completed. It is recommended that the Council adopt a Resolution (Attachment 1) authorizing the City Council Agenda 12-19-2023 9.F-1
Manager to execute Amendment #1 (Attachment 1.A) to the Agreement with UPC for these services.
FISCAL IMPACT:
The fiscal impact of approving the Resolution approving Amendment #1 with the UPC is $91,200 from the General Fund, for a total contract amount of $268,800. Staff recommends that Council transfer budget of $91,200 from the General Fund general contingency account to the General Fund Community Development Department Planning Division Professional Services account in FY 2024 to support this cost.
ALTERNATIVES:
1. Do not adopt the Resolution; direct staff to explore other options.
ATTACHMENTS:
1. Resolution
1.A Exhibit A to Resolution: Amendment #1
Submitted by: Meeting Date: December 19, 2023
Matthew Downing, Community Development Director
City Manager Approval:
Council Agenda 12-19-2023 9.F-2
RESOLUTION NO. R-2023-XXX
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PISMO BEACH, CALIFORNIA AUTHORIZING THE CITY MANAGER TO EXECUTE AMENDMENT #1 TO THE AGREEMENT WITH URBAN PLANNING CONCEPTS, INC. IN THE AMOUNT OF $91,200 IN FISCAL YEAR 2024 FOR IN-HOUSE PLANNING
SERVICES, AND APPROPRIATING RELATED BUDGET ADJUSTMENTS IN FISCALYEAR 2024
WHEREAS, since February 2018, the City has contracted with Urban Planning Concepts, Inc. (UPC) for various professional planning services; and WHEREAS, the City is continuing the update to the General Plan/Local Coastal Program and Zoning Code/Implementation Plan, which has been managed by UPC, and there is a need for continued project management; and
WHEREAS, on September 5, 2023, the City Council adopted R-2023-064, authorizing an agreement with UPC to perform these contract services for a limited term and limited budget beginning on September 10, 2023; and
WHEREAS, an unforeseen vacancy in the Planning Division presents a need for the City to contract for such in-house planning services until the vacancy is filled; and WHEREAS, UPC has been providing personnel with a high level of skill and experience for in-house planning services to the City and the City seeks to continue to use UPC for these services.
NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Pismo Beach hereby authorizes the City Manager to execute Amendment #1 (Exhibit A) to the agreement with Urban Planning Concepts, Inc. for in-house planning services in an amount of $91,200, for a resulting contract total of $268,800.
BE IT FURTHER RESOLVED that the City Council of the City of Pismo Beach hereby deappropriates $91,200 from the General Fund general contingency account and appropriates $91,200 in the General Fund Community Development Department Planning Division professional services account in Fiscal Year 2024.
UPON MOTION OF Council Member , seconded by Council Member , the foregoing resolution was adopted by the City Council of the City of Pismo Beach this 19th day of December 2023, by the following vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
Council Agenda 12-19-2023 9.F-3
Attachment 1
RECUSED:
Approved: Attest:
________________________ ________________________
Ed Waage, Mayor Erica Inderlied, City Clerk
Council Agenda 12-19-2023 9.F-4
Attachment 1
AMENDMENT # 1
to the
SEPTEMBER 10, 2023 AGREEMENT BETWEEN THE CITY OF PISMO BEACH AND URBAN PLANNING CONCEPTS, INC.
Pursuant to the September 10, 2023 Agreement for Professional Services between the City of Pismo Beach, hereinafter referred to as “City,” and Urban Planning Concepts, Inc., hereinafter referred to as “Vendor,” City and Vendor hereby agree as follows:
1.Additional services shall be performed as set forth in the proposal dated December 11, 2023, which is attached hereto and by this reference made a part hereof.
2.Compensation for and timing of the additional services shall be as set forth in the referenced proposal. Compensation for the additional services shall not exceed the amount of ninety-one thousand two hundred dollars ($91,200.00), without prior written approval of the City.
3.The revised fee under the September 10, 2023 contract, plus this addendum, is two hundred sixty-eight thousand eight hundred dollars ($268,800.00).
4.All other provisions of the In-house Planning Services agreement between City and Vendor shall remain in full force and effect.
CITY:
City of Pismo Beach, a Municipal Corporation
Signed:
Name: Matthew Downing
Title: Community Development Director
Dated: ________________________________
Signed:
Name: Jorge E. Garcia
Title: City Manager
Dated: ________________________________
ATTEST:
Signed:
Name: Erica Inderlied
Title: City Clerk
APPROVED AS TO FORM:
Signed:
Name: David M. Fleishman
Title: City Attorney
VENDOR:
Urban Planning Concepts, Inc.
Signed:
Name: Laurie Tamura
Title: Principal Planner / President
Dated: ________________________________
Address for giving notice:
(if changed from prior agreement)
2624 Airpark Drive
Santa Maria, CA 93455
Email address for official communications:
(if changed from prior agreement)
[email protected]
Vendor Representative:
(if changed from prior agreement)
Name/Title: Brian Schwartz / Principal Planner
Attachment: Scope/Cost Proposal
Council Agenda 12-19-2023 9.F-5
Attachment 1.A
2624 AIRPARK DRIVE ● SANTA MARIA, CALIFORNIA 93455 ● 805/934-5760 ● FAX 805/934-3448 www.urbanplanningconcepts.com
upc
URBAN
PLANNING
CONCEPTS, INC.
URBAN DESIGN ● LAND PLANNING ● ENVIRONMENTAL ANALYSIS
December 11, 2023
Mathew Downing, AICP
City of Pismo Beach
760 Mattie Road
Pismo Beach, CA 93449
Re: Proposal for Additional Planning Services
Dear Mr. Downing,
It has been a pleasure working with you and your staff at the City’s Planning Division. UPC was hired by the City to assist with a variety of tasks including project managment for the General Plan / Local Coastal Program (GP/LCP) update. The GP/LCP update is currently targeted for a City Council hearing early 2024. An update of the City’s zoning ordinance/coastal implementation plan is also underway with study sessions currently ongoing.
Existing Contract
Urban Planning Concepts current contract for project management duties for the GP/LCP is for $175,000.00. This contract assumes approximately 16-20 hours per week and is largely funded through a recently approved Coastal Commission grant in the amount of $500,000.00. With the departure of key personnel, it has been requested UPC provide additional hours to help support planning division staff until vacant positions can be filled.
Services
In addition to the overall project management for the GP/LCP and zoning ordinance/coastal implementation plan, Urban Planning Concepts is pleased to provide additional services including but not limited to:
• Provide support for the overall management of planning division
• Review Staff Reports, presentations
• Attend and present projects at public meetings and public hearings
• Produce staff reports and prepare powerpoint presentations.
• Attend regularly scheduled meetings with City Manager and planning staff to review and discuss planning issues and work products .
• Manage planning staff work loads
• Respond to public inquiries on planning matters
Council Agenda 12-19-2023 9.F-6
Attachment 1.A
Mathew Downing, AICP
City of Pismo Beach
December 11, 2023
Cost Estimate
We propose a contract addendum not to exceed $91,200.00. This budget will provide for an additional 16-20 hours of dedicated planning services per week at a rate of $190.00 per hour for approximately six months. This reflects a 10% reduced rate based on our appreciation of our working relationship.
Combined with the existing contract for the management of the General Plan/Local Coastal Plan, this addendum provides for an average of four days a week at City offices and attendance at Planning Commission and City Council hearings as needed. After the first three months, we will review this additional service arrangement with the City.
We have greatly enjoyed our working relationship and look forward to continued opportunities. Please contact me if you have any questions or would like additional information.
Sincerely,
Brian Schwartz, AICP
Principal Planner
Council Agenda 12-19-2023 9.F-7
Attachment 1.A
FEE SCHEDULE
2024
Per Hour
POSITION RATE AFTER HOUR RATES
President $ 235 $ 245
Principal Planner $ 210 $ 220
Senior Planner $ 185 $ 195
Associate Planner $ 160 $ 170
Assistant Planner $ 145 $ 155
Permit Specialist $ 140 $ 150
Effective January 1, 2024
2624 AIRPARK DR.∙ SANTA MARIA, CALIFORNIA 93455 ∙ 805/934 -5760 ∙ FAX 805/934-3448 HTTP://WWW.URBANPLANNINGCONCEPTS.COM
Council Agenda 12-19-2023 9.F-8
Attachment 1.A
PISMO BEACH CITY COUNCIL STAFF REPORT
Agenda Item #9.G
SUBJECT/TITLE:
ADOPTION (SECOND READING) OF AN ORDINANCE APPROVING A
DEVELOPMENT AGREEMENT WITH PISMO BEACH SELF STORAGE, LP FOR THE PROPERTY LOCATED AT 100 FIVE CITIES DRIVE
RECOMMENDATION:
Adopt an Ordinance approving a Development Agreement with Pismo Beach Self Storage, LP.
BACKGROUND:
On December 5, 2023 the City Council introduced an ordinance (Attachment 1) that will approve a Development Agreement with Pismo Beach Self-Storage for development at 100 5 Cities Drive, and authorize the City Manager to execute the agreement on behalf of the City.
The ordinance was introduced as presented without amendment. The agenda report for the December 5, 2023 agenda item, which includes background and analysis, is provided as Attachment 2.
Recommendation
Staff recommends that the Council adopt an ordinance (Attachment 1) that will approve a Development Agreement with Pismo Beach Self-Storage for development at 100 5 Cities Drive, and authorize the City Manager to execute the agreement on behalf of the City. If the Council acts to adopt the Ordinance at this time, it will become effective by statute on January 18, 2024.
FISCAL IMPACT:
As outlined in the staff report for the introduction of this ordinance (Attachment 2).
ALTERNATIVES:
1. Modify, and then re-introduce, the proposed Ordinance.
2. Do not adopt the Ordinance.
3. Provide staff with alternative direction.
ATTACHMENTS:
1. Ordinance as introduced, including Development Agreement
2. December 5, 2023 staff report (without ordinance attachment) Submitted by: Erica Inderlied, City Clerk Meeting Date: December 19, 2023 City Manager Approval:
9.G-1Council Agenda 12-19-2023
ORDINANCE NO. O-2023-XXX
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF PISMO BEACH,
CALIFORNIA ADOPTING A DEVELOPMENT AGREEMENT WITH PISMO BEACH
SELF-STORAGE, LP
WHEREAS, Pismo Beach Self-Storage, LP (“PBSS”) is the owner of real property located at 100 Five Cities Drive within the City of Pismo Beach (the “Property”).
WHEREAS, in 2008, PBSS applied for and received land use entitlements to construct a three-phase development project (“Project”) that included a self-storage facility (“Phase 1”), industrial condominiums (“Phase 2”) and a retail site (“Phase 3”); and WHEREAS, PBSS constructed the self-storage facility on the Property, but to date, PBSS has not constructed either the industrial condominiums or retail site; and WHEREAS, subsequent to the 2008 land use entitlements, a dispute arose between the City of Pismo Beach and PBSS as to the impact fees owed by PBSS for development of the self-storage facility; and
WHEREAS, PBSS subsequently filed litigation against the City, alleging various claims against the City over the City’s application of development impact fees to the self-storage facility; and
WHEREAS, the City Council agreed to accept and process an application for a development agreement as part of a settlement agreement with PBSS arising out of the litigation commenced by PBSS against the City; and
WHEREAS, the settlement agreement provided that the development agreement would be processed pursuant to Chapter 17.48 of the Pismo Beach Municipal Code notwithstanding the fact that the project site is located in the Coastal Zone; and WHEREAS, Chapter 17.48 requires the Planning Commission to conduct a public hearing prior to recommending approval of a development agreement; and WHEREAS, on November 14, 2023, the Pismo Beach Planning Commission held a public hearing to consider the draft development agreement, at which time all interested parties were given the opportunity to be heard and to comment on the draft development agreement; and
WHEREAS, after due study and deliberation, the Planning Commission found that the draft development agreement is consistent with the General Plan, and that it contains those matters required in a development agreement under Chapter 17.48 of the Pismo Beach Municipal Code; and
Attachment 1
9.G-2Council Agenda 12-19-2023
WHEREAS, pursuant to Planning Commission Resolution PC-R-2023-026, the Planning Commission recommended City Council adoption of the draft development agreement; and
WHEREAS, Government Code Section 65865 allows the City to enter into development agreements with any person having a legal or equitable interest in real property; and
WHEREAS, Government Code Section 65867.5 requires a development agreement be adopted by ordinance; and
WHEREAS, pursuant to Government Code Section 65867.5, the City Council finds that the provisions of the development agreement are consistent with the General Plan; and
WHEREAS, notice of the City Council’s intention to consider adoption of the Development Agreement has been given as provided in Government Code Sections 65090 and 65091.
NOW, THEREFORE, the City Council of the City of Pismo Beach does ordain as follows:
SECTION 1.
The foregoing recitals are adopted as findings of fact in support of this ordinance.
SECTION 2.
The Development Agreement attached hereto as Exhibit A is hereby approved and the City Manager is directed to execute the Agreement on behalf of the City. The City Manager is further authorized to make such minor amendments to the Development Agreement as are necessary to carry out the intent of the Development Agreement. Not later than ten (10) business days after the effective date of this Ordinance, the City Clerk is directed to record the Development Agreement with the San Luis Obispo County Recorder’s office.
SECTION 3.
Under the provisions of the California Environmental Quality Act (CEQA) Guidelines Section 15061 (b) (3), this ordinance is covered by the general rule that CEQA applies only to projects which have the potential for causing a significant effect on the environment. Where it can be seen with certainty that there is no possibility that the activity in question may have a significant effect on the environment, such as the adoption the regulations contained herein, the activity is not subject to CEQA. Furthermore, the Project contemplated by the Development Agreement adopted hereby is categorically exempt from CEQA pursuant to CEQA Guidelines Section 15332.
Attachment 1
9.G-3Council Agenda 12-19-2023
SECTION 4.
This ordinance shall not be interpreted in any manner to conflict with controlling provisions of state or federal law, including, without limitation, the Constitution of the State of California. If any section, subsection, or clause of this ordinance shall be deemed to be unconstitutional or otherwise invalid, the validity of the remaining sections, subsections and clauses shall not be affected thereby. If this ordinance, or any section, subsection or clause of this ordinance shall be deemed unconstitutional or invalid as applied to a particular appeal, the validity of this ordinance and its sections, subsections, and clauses in regard to other contracts shall not be affected.
SECTION 5.
This ordinance shall become effective on the thirtieth (30th) day following passage and adoption hereof.
SECTION 6.
The City Clerk shall certify to the passage and adoption of this Ordinance, shall enter the same in the book of original ordinances of the City and shall make a minute of the passage and adoption thereof in the records of the meeting at which the same is passed and adopted.
Before the expiration of fifteen (15) days after the passage of this Ordinance, the City Clerk shall cause the same to be posted in three public places within the City of Pismo Beach, to wit: 1) City Hall, 760 Mattie Road, Pismo Beach, 2) U.S. Post Office, Shell Beach Road, Pismo Beach, 3) U.S. Post Office, Crest Drive, Pismo Beach.
INTRODUCED at a regular meeting of the City Council held this 5th day of December, 2023, on motion of Council Member Guthrie, seconded by Council Member Newton, and on the following roll call vote, to wit:
AYES: 4 Guthrie, Newton, Reiss, Waage
NOES: 0
ABSENT: 0
ABSTAIN: 0
RECUSED: 1 Inman
Approved: Attest:
________________________ ________________________
Ed Waage, Mayor Erica Inderlied, City Clerk
Attachment 1
9.G-4Council Agenda 12-19-2023
ADOPTED at a regular meeting of the City Council held this th day of , 2023, on motion of Council Member , seconded by Council Member , and on the following vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
RECUSED:
Approved: Attest:
________________________ ________________________
Ed Waage, Mayor Erica Inderlied, City Clerk
APPROVED AS TO FORM:
______________________________
David M. Fleishman, City Attorney
Attachment 1
9.G-5Council Agenda 12-19-2023
DEVELOPMENT AGREEMENT
THIS DEVELOPMENT AGREEMENT (hereafter “Agreement”) is made and entered into on _________________, by and between the City of Pismo Beach, a California general law city (hereafter “City”), and Pismo Beach Self-Storage, LP, a California limited partnership (hereafter “Developer”), pursuant to the authority of California Government Code Section 65864 et seq. City and Developer are sometimes individually referred to as “Party” and collectively as “Parties” in this Agreement.
RECITALS
A. WHEREAS, California Government Code Section 65864 et seq. authorizes the City to enter into a binding agreement for the development of real property with any person having a legal or equitable interest in such property in order to establish certain development rights in such property.
B. WHEREAS, this Agreement constitutes a current exercise of the City’s police powers to provide predictability to City and Developer in the development approval process by vesting the permitted uses, density, intensity of use, and timing and phasing of development in exchange for Developer’s commitments under this Agreement.
C. WHEREAS, Developer has submitted an proposal setting forth a plan of development of real property owned by Developer within the City (the “Project”).
D. WHEREAS, in a meeting of the Planning Commission of the City of Pismo Beach (“Planning Commission”) on November 14, 2023, the Planning Commission conducted a public hearing pursuant to Government Code Section 65867 to consider the Agreement.
E. WHEREAS, the purpose of this Agreement is to facilitate the implementation of the Project, thereby realizing the public benefits to City and private benefits to Developer. The development of the Project requires a substantial front-end investment by Developer, and substantial commitments of resources to achieve both private benefits of the Project for the Developer and the public purposes and benefits of the Project for the City. This Agreement strengthens the public planning process, encourages private participation in comprehensive planning and reduces costs of development and government.
The best interests of the citizens of the City and the public health, safety, and welfare will be served by entering into this Agreement.
F. WHEREAS, some or all of those expenditures and commitments by Developer are different than those that City could require of Developer in the normal course of granting project approvals, and as such, City and Developer wish to expressly set forth the expenditures and commitments expected of Developer. Developer is willing to pay such expenditures and commit to such actions set forth herein in return for receiving the benefits conferred on Developer by this Agreement.
G. WHEREAS, the City Council has found that, among other things, this Agreement is in conformity with public convenience, general welfare, and good land use practice; that this Agreement will not be detrimental to the health, safety, or general welfare; and that this Agreement will not adversely affect the orderly development of property or the preservation of property values.
H. WHEREAS, on _________________, the City Council adopted Ordinance No. O-2023- ___ approving this Agreement, attached as Exhibit “A”.
Exhibit A Attachment 1
9.G-6Council Agenda 12-19-2023
I. WHEREAS, one of the principal purposes of this Agreement is to ensure the requirements of the Development Agreement Statute (California Government Code section 65864 et. seq.) are satisfied. As more fully set forth below, this Agreement contains both covenants of a personal nature and covenants and/ or servitudes that run with title to the Property.
J. WHEREAS, this Agreement and the Project are consistent with the City’s General Plan and zoning code.
K. WHEREAS, all actions taken and recommendations required for City to approve the Agreement have been duly taken or approved in accordance with all applicable legal requirements for notice, public hearings, findings, votes, and other procedural matters.
L. WHEREAS, this Agreement has been analyzed pursuant to California Environmental Quality Act (“CEQA”), and the Agreement is categorically exempt from further review pursuant because it meets each of the standards set forth in Title 14 California Code of Regulations Section 15332 as a Class 32 in-fill project.
NOW, THEREFORE, with reference to the above recitals and in consideration of the mutual promises, obligations and covenants herein contained, City and Developer agree as follows:
AGREEMENT
1. Description of Property. The Property which is the subject of this Agreement is described as San Luis Obispo County Assessor’s Parcel Nos. 005-242-073 and 005-242-074 (the “Property”).
Developer also owns San Luis Obispo County Assessor’s Parcel No. 005-242-072, which is adjacent to the Property and may be affected by the Project. The Developer has a legal or equitable interest in the Property.
2. Effective Date and Term.
2.1. The effective date of this Agreement (“Effective Date”) shall be the 31st day following the date on which the ordinance approving this Agreement is adopted by City.
2.2 The term of this Agreement (“Term”) shall commence on the Effective Date and extend seven (7) years thereafter, unless this Term is otherwise terminated or extended as set forth in this Agreement. If any person not party to this Agreement institutes any administrative, legal, or equitable action or other proceeding challenging the validity of any provision of this Agreement, the Term shall be extended for the period of time required for the administrative, legal, or equitable action or other proceeding to come to a conclusion.
3. Use of the Property. The permitted uses of the Property, the maximum density and intensity of use, the maximum height, bulk and size of proposed buildings, provisions for reservation or dedication of land for public purposes and location and maintenance of on-site and off-site improvements, location of public utilities, and other terms and conditions of development applicable to the Property, shall be those set forth in this Agreement, the Project approvals, any amendments to this Agreement or the Project approvals, and applicable laws, ordinances and regulations.
3.1. Specific Development Authorized. During the Term of this Agreement, the Developer shall have a vested right to develop the Property to the full extent permitted by this Development Attachment 1
9.G-7Council Agenda 12-19-2023
Agreement. Except as provided within this Development Agreement, the entitlements hereinafter obtained by Developer shall exclusively control the development of the Property during the Term, including the uses of the Property, the density or intensity of use, the maximum height and size of proposed buildings, the provisions for reservations or dedications of land for public purposes and the design, improvement and construction standards and specifications applicable to the Project.
3.1.1 Parcel 005-242-073 shall be developed as recreational vehicle, watercraft, and recreational trailer storage in accordance with standards set forth in Title 17 of the City’s Coastal Zoning (1983) code (“New Phase 2”). Except for previously permitted outdoor irrigation and use during any construction activities, outdoor water use shall be prohibited in connection with New Phase 2. The maximum number of recreational vehicle, watercraft, and recreational trailer storage spaces authorized to be constructed on Parcel 005-242-073 is 122. The site plan for New Phase 2 is attached hereto as Exhibit “B”. City has requested and received all information necessary for consideration and approval of New Phase 2.
3.1.2 Parcel 005-242-074 shall be developed as a self-storage facility no larger than forty thousand (40,000) square feet, in accordance with standards set forth in Title 17 of the City’s Coastal Zoning (1983) code (“New Phase 3”). Except for previously permitted outdoor irrigation and during any construction activities, outdoor water use shall be prohibited in connection with New Phase 3. The site plan for New Phase 3 is attached hereto as Exhibit “C”..
3.2. Entitlements. Subject to the City’ s exercise of its police power authority and applicable limitations on development agreements in state law, the Developer shall have a vested right to: (i) receive from the City all future development approvals for the Property that are consistent with the development described in Sections 3.1.1 and 3.1.2; (ii) not have such approvals be conditioned or delayed for reasons which are inconsistent with this Development Agreement; and (iii) develop the Property in a manner consistent with such approvals in accordance with this Development Agreement. Any future development approvals for the Property, including without limitation general plan amendments, zoning changes, or parcel maps or tract maps, shall upon approval of the City be vested in the same manner as provided in this Development Agreement. In furtherance of the foregoing, the Developer retains the right to apportion the uses, intensities and densities, between itself and any other owners of the Property, upon the sale, transfer or assignment of any portion of the Property, so long as such apportionment is consistent with the future entitlements obtained from the City, and this Development Agreement.
3.3. Rights of City Generally.
3.3.1 City shall have a right to regulate development of the Project and use of the Property consistent with this Agreement and Applicable Law. As set forth herein, “Applicable Law” shall include, but not be limited to all state and federal statutory and regulatory provisions governing use of the Property, the California Coastal Act, the California Environmental Quality Act (“CEQA”), and the rules, regulations and official policies of City, including the plans, municipal codes, ordinances, resolutions and other local laws, regulations, fees and policies of City in force and effect on the Effective Date. The Parties expressly agree that Pismo Beach Municipal Code Chapter 17.48 shall be applicable to the Project and this Agreement notwithstanding the fact that Chapter 17.48 applies only to parcels outside the Coastal Zone. City may apply to the Project and the Property any rule, regulation or official policy of City (including any plan, municipal code, ordinance, resolution or other local law, regulation, capital facility fee or policy of City) (each a “City Law”) that does not conflict with Applicable Law or this Agreement. City shall not, however, without the written consent of Developer apply to the Project or the Property (whether by initiative, Attachment 1
9.G-8Council Agenda 12-19-2023
referendum, imposition of mitigation measures not otherwise required under CEQA or otherwise) any City Law that is in conflict with Applicable Law or this Agreement.
3.3.2 Nothing herein shall prevent City from applying to the Project standards contained in uniform building, construction, fire or other uniform codes, as the same may be adopted or amended from time to time by City, provided that the provisions of any such uniform code shall: (i) Apply to the Project only to the extent that such code is in effect on a City-wide basis; and (ii) With respect to those portions of any such uniform code that have been adopted by City without amendment, be interpreted and applied consistently with the generally prevailing interpretation and application of such code in California.
3.3.3 Nothing herein shall prevent City from applying to the Project those standards and specifications for public improvements (e.g., streets, storm drainage, parking lots, and driveway widths) that are in effect on a City-wide basis, as they are adopted or amended from time to time by City, provided that such standards and specifications shall apply to the Project and the Property only to the extent that they are in effect on a City-wide basis.
3.3.4 Upon Developer’s submission of any complete application for a Project approval, together with any fees permitted under Section 4 and required by City in accordance with Applicable Law, City shall use its best efforts to commence and complete promptly and diligently all steps necessary to act on the application. Developer promptly shall provide to City all information reasonably requested by City for its consideration of any such application. Except as otherwise specifically provided in this Section, all applications for Project approvals submitted by Developer shall be considered by City in accordance with Applicable Law.
4. Project Scope and Conditions.
4.1 In addition to such generally applicable conditions as are typically imposed in the development review process, and subject to the condition precedent that Developer receive all approvals of governmental entities required to develop the Project and that the Project is developed, Developer shall perform the following:
4.1.1. For New Phase 2, Developer shall pay as, and in complete satisfaction for planning, engineering, building permit, fire plan check and development impact fees, the lump sum of four hundred forty-one thousand dollars ($441,000.00) when Developer applies for a building permit for New Phase 2. City may not require any additional fees for the development of New Phase 2.
4.1.2. For New Phase 3, Developer shall have six months after the City’s issuance of the final discretionary permits for New Phase 3 to obtain building permits with development impact fees for New Phase 3 fixed at six thousand seven hundred sixty-one dollars ($6,761.00) per one thousand square feet of self-storage development or portion thereof with no outdoor water use.
Thereafter, the impact fees applicable to New Phase 3 shall be annually increased by a cost escalator equal to the Consumer Price Index for the Los Angeles-Long Beach-Anaheim area, all urban consumers, all items (CPI-U) for the month most recently published preceding the anniversary date of the Fixed Fee Date (as defined herein) over the same month in the preceding year(s). The first annual increase shall occur six months plus one day after the City’s issuance of the final discretionary permits for New Phase 3 (“Fixed Fee Date”), and annually thereafter.
PBSS’s obligation to City for building permit and inspection fees for New Phase 3 shall be those fees in effect at the time building permits are issued for New Phase 3.
Attachment 1
9.G-9Council Agenda 12-19-2023
4.2. Developer’s obligation to perform the actions described in Section 4.1 are strictly conditioned upon approval of the respective phase of the Project as set forth in the Application by all governmental entities of proper jurisdiction as may be necessary to construct and use the Project, and development of the Project at Developer’s sole discretion.
4.3. The Parties acknowledge that the rate at which the two phases of the Project develop depends upon numerous factors and market conditions that are not entirely within Developer’s or the City’s control such as market demand, interest rates, completion schedules, availability of labor, and other factors. The Parties wish to avoid the result of Pardee Construction Co. v. City of Camarillo, 37 Cal. 3d 465 (1984), where the failure of the parties therein to consider and expressly provide for the timing of development resulted in the court’s determination that a later-adopted initiative restricting the timing of development prevailed over the parties’ agreement. Accordingly, the Parties acknowledge that Developer shall have the right to develop the Project at such time Developer deems appropriate in the exercise of its subjective business judgment except as provided in this section below, and the City shall not attempt to limit or restrict the timing of development of the Project except in accordance with the terms of this Agreement. Developer shall complete both New Phase 2 and New Phase 3, not later than seven (7) years after the Effective Date. Should Developer fail to initiate construction on both New Phase 2 and New Phase 3 within this time period, absent an agreed-upon extension of this Agreement, which shall not be unreasonably withheld by City, Developer’s right to develop the Property as set forth herein shall lapse and be of no further force or effect.
5. Amendment or Cancellation.
5.1. Modification Because of Conflict with State or Federal Laws. In the event that State or Federal laws or regulations enacted after the Effective Date of this Agreement prevent or preclude compliance with one or more provisions of this Agreement or require changes in plans, maps, or permits approved by the City, the parties shall meet and confer in good faith in a reasonable attempt to modify this Agreement only to the extent necessary to comply with such State or Federal laws or regulations; provided, however, that this Agreement shall remain in full force and effect to the extent it is not inconsistent with such laws or regulations and to the extent such laws or regulations do not render such remaining provisions illegal or impractical to enforce. Any such amendment or suspension of the Agreement shall be approved by the City Council which approval shall be within the City Council’s reasonable discretion. If the parties cannot agree to such modification or suspension, then either party may elect any one or more of the following in any sequence:
5.1.1. To terminate this Agreement by written notice to other party;
5.1.2. To challenge the new law preventing compliance with the terms of this Agreement and extend the Term of this Agreement for the period of time required to pursue and complete such challenge. If such challenge is successful, this Agreement shall remain unmodified, except for the extension of the Term and shall remain in full force and effect.
5.2. Amendment by Mutual Consent. This Agreement may be amended in writing from time to time by mutual consent of the parties to this Agreement and in accordance with the procedures of State law.
5.3. Cancellation by Mutual Consent. Except as otherwise permitted in this Agreement, this Agreement may be cancelled in whole or in part only by the mutual consent of the parties and Attachment 1
9.G-10Council Agenda 12-19-2023
their successors in interest, in accordance with the same procedure used when entering into this Agreement.
5.4 Continuing Cooperation. The provisions of this Agreement require a close degree of good faith cooperation between the City and Developer. Implementation of the Project may require minor modifications of the details of the Project and affect the performance of the Parties to this Agreement. The anticipated refinements of the Project and the development of the Property may require that appropriate clarifications and refinements are made to this Agreement with respect to the details of the performance of the City and the Developer which shall be considered by both parties in good faith. The Parties desire to retain a certain degree of flexibility with respect to those items covered in general terms under this Agreement so long as the exercise of such flexibility does not result in a material change to either of the Parties’ reasonable expectations consistent with the purpose of this Agreement. Except as the Parties may otherwise agree, no amendment of this Development Agreement shall be required in connection with the issuance of any future Project approval. Any Project approval issued during the Term as to a portion of the Property shall be incorporated automatically into this Development Agreement and vested hereby. City shall not, however, amend or issue any Project approval unless Developer requests such an amendment or issuance from City unless otherwise permitted by this Agreement.
6. Annual Review.
6.1. Review date Pursuant to Government Code Section 65865.1, the annual review date for this Agreement (the “Review Date”) shall be one year following the Effective Date and the annual anniversary of said date each year thereafter.
6.2. Annual Review Process. The City’s Planning Division shall initiate the annual review by giving to Developer, no later than sixty (60) days following the Review Date, written notice that the City intends to undertake such review for the annual period ending with the Review Date.
Developer shall be required to pay to City such fees as are established by City Council resolution for the annual review of a development agreement, if any. Such fees shall be limited to the reasonable costs incurred by the City in conducting the Annual Review, if any. Developer shall provide evidence of good faith compliance with the terms and conditions of this Agreement to the Planning Division within thirty (30) days following receipt of the Planning Division’s notice. The Planning Division shall review the evidence submitted by Developer and shall, within thirty (30) days following receipt of Developer’s evidence, make a recommendation to the City Council either (1) that the City Council find that Developer has demonstrated good faith compliance with the terms and conditions of this Agreement, or (2) that the City Council finds that Developer has not demonstrated good faith compliance with the terms and conditions of this Agreement, setting forth with specificity the basis on which the Planning Division makes its recommendation of a finding of non-compliance. In the event the City Council finds that Developer has not demonstrated good faith compliance with the terms and conditions of this Agreement, City may terminate this agreement pursuant to Government Code Section 65865.1 and the hearing requirement in Section 6.3 of this Agreement.
6.3. Hearing. The Planning Division’s recommendation shall be considered by the City Council at a regularly scheduled meeting following the City Council’s receipt of the Planning Division’s recommendation. In the event the City Council finds that Developer has not demonstrated good faith compliance with the terms and conditions of this Agreement, City shall provide notice to Developer and provide Developer forty-five (45) days to cure and correct such Attachment 1
9.G-11Council Agenda 12-19-2023
non-compliance. If Developer fails to cure and correct the non-compliance specified in the notice, the City Council shall, at the time and place set for the hearing on modification or termination, Developer shall be given an opportunity to be heard and represented. If the City Council finds, in its good faith determination based upon substantial evidence, that Developer has not materially complied with the terms or conditions of the Agreement, the City Council may terminate or modify this agreement pursuant to Government Code Section 65865.1 to the extent reasonably necessary to protect the City’s interests under this Agreement.
6.4. Determination of Compliance. If the City Council finds and determines that the Developer has complied in good faith with the terms and conditions of this Agreement during the period under review, the review for that period shall be concluded. City shall, upon request by Developer, issue a Certificate of Agreement Compliance (“Certificate”) to Developer and Developer’s mortgagee, if any, stating that after the most recent annual review and based upon the information known or made known to the City, that: (1) this Agreement remains in effect; (2) there is no pending or threatened exercise of City’s police power with respect to the Project and the Property; and (3) Developer is not in default and there are no matters that, with the giving of notice or the passage of time, would constitute a default. The Certificate shall be in recordable form and shall contain information necessary to communicate constructive record notice of the finding of compliance. Developer may record the Certificate with the County Recorder. Whether or not the Certificate is relied upon by assignees or other transferees or Developer and/or Developer’s mortgagee, City shall not be bound by a Certificate if a default existed at the time of the annual review, but was intentionally concealed from or otherwise not actually or constructively known to the City.
6.5. Failure to Hold Review. In the event that City does not initiate an annual review or that the City Council does not make its determination within six months of the Review Date for a given year, then it shall be deemed conclusively that Developer has complied in good faith with the terms and conditions of this Agreement during the period under review. City shall issue a Certificate pursuant to Section 6.4 upon request of Developer.
7. Default and Notice and Cure. Default and Notice. On the occurrence of an event of default by either party, the non-defaulting party shall serve written notice of such default on the defaulting party.
If the default is not cured by the defaulting party within thirty (30) days after service of such notice of default, the non-defaulting party may then commence any legal or equitable action to enforce its rights under this Agreement; provided, however, that if the default cannot be cured within the thirty (30) day period, the non-defaulting party shall refrain from any such legal or equitable action so long as the defaulting party begins to cure such default within the thirty (30) day period and diligently pursues such cure to completion. Failure to give notice shall not constitute a waiver of any default. In the case of a default by the City that results in delays to the Project, the Term shall be extended for a period of time commensurate with those delays caused by the default by the City.
8. Transfers and Assignments.
8.1. Right to Assign. Developer’s rights under this Agreement may be transferred, sold, or assigned in conjunction with the transfer, sale, or assignment of all or a portion of the Property, provided that no such partial transfer shall violate the Subdivision Map Act, Government Code Section 66410 et seq.
Attachment 1
9.G-12Council Agenda 12-19-2023
8.2. Release Upon Transfer. Upon the transfer, sale, or assignment of Developer’s rights and interests hereunder pursuant to the preceding subparagraph of this Agreement, Developer shall be released from the obligations under this Agreement with respect to the Property transferred, sold, or assigned, arising after the date of such transfer, sale, or assignment; and Developer shall be released with respect to all such assumed obligations.
9. Agreement Runs with the Land. All of the provisions, rights, terms, covenants, and obligations contained in this Agreement shall be binding on, and inure to the benefit of, the parties and their respective heirs, successors, and assignees, representatives, lessees, and all other persons acquiring the Property, or any portion of the Property, or any interest therein, whether by operation of law or in any manner whatsoever. All of the provisions of this Agreement shall be enforceable as equitable servitudes and shall constitute covenants running with the land pursuant to applicable laws, including, but not limited to, California Civil Code Section 1468.
10. Recordation of Development Agreement, Amendment, or Cancellation. Within ten (10) days after the Effective Date of this Agreement, the City Clerk shall submit a fully-executed original of this Agreement for recording with the County Recorder. If the parties to the Agreement or their successors-in-interest amend or cancel the Agreement or if the City terminates or modifies the Agreement for failure of the Developer to comply in good faith with the terms or conditions of the Agreement, the City Clerk shall submit for recording the notice of such action with the County Recorder.
11. Miscellaneous Provisions. The following miscellaneous provisions shall apply to this Agreement:
11.1. Further Documents. The parties agree that they will execute such other instruments and documents as are or may become necessary or convenient to carry out the intent and purposes of this Agreement.
11.2. Relationship of City and Developer. This Agreement is a contract that has been negotiated and voluntarily entered into by City and Developer. The Developer is not an agent of City. The City and Developer hereby renounce the existence of any form of joint venture or partnership between them and agree that nothing contained in this Agreement or in any document executed in connection with this Agreement shall be construed as making the City and Developer joint venturers or partners.
11.3. Headings. All headings in this Agreement are inserted only for convenience and ease of reference and are not to be considered in the construction or interpretation of any provision of this Agreement.
11.4. Attorneys’ Fees.
11.4.1 If any legal proceeding or other action is brought or threatened for the enforcement or interpretation of this Agreement, or because of an alleged dispute, breach, default or misrepresentation in connection with any of the provisions of this Agreement, and the prevailing party in any such action(s) should incur any legal fees, including, but not limited to, attorneys’ fees, paralegal fees, expert witness fees and other similar costs, the successful or prevailing party or parties to any such dispute or action shall be entitled to recover their reasonable attorneys’ fees and additional legal costs incurred, together with any other relief to Attachment 1
9.G-13Council Agenda 12-19-2023
which they may otherwise be entitled, as determined by a referee, judge at trial, or upon appeal or petition.
11.4.2. If any person not party to this Agreement institutes any administrative, legal or equitable action or other proceeding challenging the validity of any provision of this Agreement, any Project approval or the sufficiency of any review of this Agreement, or any Project approval under CEQA (each a “Third-Party Challenge”), the Parties promptly shall meet and confer as to the most appropriate response to such Third-Party Challenge. City shall tender the complete defense of any Third-Party Challenge to Developer, and upon such tender: (i) Developer shall indemnify City against any and all fees and costs of whatever description arising out of the defense of such Third-Party Challenge including but not limited to reasonable attorneys’ fees or costs of litigation, and all financial judgments or other monetary relief awarded against City; and (ii) Developer shall control the defense and/or settlement of such Third-Party Challenge and may take any and all actions it deems necessary and appropriate in its sole discretion in connection therewith; provided, however, that Developer shall seek and secure City' s consent to any settlement of such Third-Party Challenge only if such settlement materially changes the Project or the Property, which consent shall not unreasonably be withheld or delayed. If Developer should fail to accept City’s tender of defense as set forth above, City shall defend such Third-Party Challenge and control the defense and/or settlement of such Third-Party Challenge as City decides (in its sole discretion), and City may take any and all actions it deems necessary and appropriate (in its sole discretion) in connection therewith.
Developer shall indemnify City against reasonable fees and costs arising out of the City’s defense of such Third-Party Challenge. In any action or proceeding challenging the approval of this Agreement, the City shall reasonably cooperate with Developer in defending such action or proceeding. Notwithstanding the foregoing, if Developer determines for any reason that it no longer intends to develop the Project, then it may deliver notice of such determination to City, and Developer shall not be liable for any defense costs incurred by City more than 90 days following the delivery of such notice.
11.4.3 Developer shall defend and indemnify City from and against any and all damages, claims, costs and liabilities arising out of the personal injury or death of any person, or damage to the property of any person, to the extent such damages, claims, costs or liabilities result from the construction of the Project by Developer or by Developer’s contractors, subcontractors, agents or employees, except as caused by the sole negligence, active negligence or willful misconduct of City, its officers, employees, contractors, consultants or agents.
11.5 Applicable Law/Venue. This Agreement shall be construed and enforced in accordance with the laws of the State of California. Venue for any dispute arising under this Agreement lies in the county of San Luis Obispo and Developer hereby consents to personal jurisdiction there for that purpose. Developer acknowledges and agrees that the terms and provisions of this Agreement specifically permit City in some instances to impose requirements upon the Project that City would not otherwise be able to impose due to a lack of nexus, rough proportionality or reasonable relationship between the Project and such requirement or other reasons. To the extent any such requirement is imposed by City upon the Project consistently with the terms and provisions of this Agreement, Developer waives any right to challenge the imposition of such requirement by City.
11.6. Notices. Any notice required or permitted to be given under this Agreement shall be in writing and shall be deemed duly given (i) if delivered personally, when received; (ii) if transmitted by facsimile, upon the generation by the transmitting facsimile machine of a confirmation that the entire document has been successfully transmitted; (iii) if sent by Attachment 1
9.G-14Council Agenda 12-19-2023
recognized courier service, on the business day following the date of deposit with such courier service, or (iv) if sent by registered mail, postage prepaid, return receipt requested, on the third business day following the date of deposit in the United States mail. All such notices shall be addressed to a party at its address as set forth below, or to such other address or facsimile number as a party shall notify the other of in accordance with this Section.
IF TO CITY: City of Pismo Beach
Attn: City Manager
760 Mattie Road
Pismo Beach, CA 93449
IF TO DEVELOPER: Pismo Beach Self-Storage, LP
Attn: William Kendall
1601 Eastman Avenue, Suite 100
Ventura, CA 93003
WITH A COPY TO: Adamski, Moroski, Madden, Cumberland & Green Attn: Michelle L. Gearhart
P.O. Box 3835
San Luis Obispo, CA 93403-3835
11.7. Invalid Provisions. If any one or more of the provisions contained in this Agreement are held to be invalid or unenforceable in any respect, such invalidity or unenforceability shall not affect any other provision hereof, and the intent manifested thereby shall be recognized.
11.8. Time. Time is of the essence of each and every provision of this Agreement.
11.9 Force Majeure. Performance by any Party of its obligations hereunder shall be excused during any period of “Permitted Delay” as hereinafter defined. For purposes hereof, Permitted Delay shall include delay beyond the reasonable control of the Party claiming the delay (and despite the good faith efforts of such Party) including, but not limited to: (i) acts of God, (ii) civil commotion and acts of terrorism, (iii) riots, (iv) strikes, picketing or other labor disputes, (v) shortages of materials or supplies, (vi) damage to work in progress by reason of fire, floods, earthquake or other casualties, (vii) failure, delay or inability of the other Party to act, (viii) as to Developer only, the failure, delay or inability of City to provide adequate levels of public services, facilities or infrastructure to the Property, (ix) as to City only, with respect to completion of the annual review or processing applications for Approvals, the failure, delay or inability of Developer to provide adequate information or substantiation as reasonably required to complete the Annual Review or process applications for Approvals; (x) delay caused by restrictions imposed or mandated by governmental entities other than the City; (xi) enactment conflicting state or federal laws or regulations, (xii) judicial decisions or similar legal incapacity to perform, and (xiii) litigation brought by a third party attacking the validity of this Development Agreement. Any Party claiming a Permitted Delay shall notify the other Party in writing of such delay within 30 days after the commencement of the delay, which notice, (“Permitted Delay Notice"), shall include the estimated length of the Permitted Delay. A Permitted Delay shall be deemed to occur for the time set forth in the Permitted Delay Notice unless a Party receiving the Permitted Delay Notice objects in writing within 10 days after receiving the Permitted Delay Notice. Upon such an objection, the Parties shall Attachment 1
9.G-15Council Agenda 12-19-2023
meet and confer within 30 days after the date of the objection in a good faith effort to resolve their disagreement as to the existence and length of the Permitted Delay.
11.10. No Third-party Beneficiaries. This Agreement is not intended to create duties, obligations, or rights of third parties beyond the Parties to this Agreement.
11.11. Successors in Interest. The terms and conditions of this Agreement shall be for the benefit of or a burden upon the Property, shall run with title to the Property, and shall be binding upon Developer and its permitted successors, assigns and transferees during their respective ownerships of any portion of the Property.
11.12. Entire Agreement. This instrument contains all the understandings and agreements of whatsoever kind and nature existing between the parties hereto with respect to this Agreement, and the rights, interests, understandings, agreements and obligations of the respective parties and their prior oral agreements, if any.
IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed as of the date and year first above written.
City of Pismo Beach:
By: _____________________________
Jorge E. Garcia, City Manager
APPROVED AS TO FORM:
_____________________________
Dave Fleishman
City Attorney
Pismo Beach Self-Storage, LP:
____________________________________
William Kendall, Partner
APPROVED AS TO FORM:
____________________________
Michelle L. Gearhart
Counsel for Pismo Beach Self-Storage, LP
(NOTARIZATION ATTACHED)
EXHIBIT SCHEDULE:
EXHIBIT “A”: City Council Ordinance No. O-2023-___ approving Development Agreement.
EXHIBIT “B”: Site Plan for New Phase 2 and New Phase 3.
Attachment 1
9.G-16Council Agenda 12-19-2023
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(2 STORY)(1 STORY)35,530 SF3,964 SF
39,494 SF
SITE PLAN
SCALE : 1" = 30'-0"
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13-350
PISMO BEACH STORAGE - PHASE 3: SELF STORAGE ADDITION
PISMO BEACH, CA
G R O U P
V A L L I
ARCHITECTURAL
REPRESENTATIVE/ARCHITECT
PHONE:E-MAIL:
VALLI ARCHITECTURAL GROUP924-D NORTH ART VILLAGE WAYIVINS, UT 84738 [email protected]
ARIEL L. VALLI
APPLICANT
MIKE ROSS
PISMO BEACH SELF STORAGE, LP1601 EASTMAN AVE. #100VENTURA, CA 93003 [email protected]
LAND OWNER
BILL KENDALLPISMO BEACH SELF STORAGE, LP1601 EASTMAN AVE. #100VENTURA, CA 93003 805-642-4773
[email protected]
PHONE:E-MAIL:
PHONE:
E-MAIL:
PROJECT DATA
SITE AREA s.f.32,546
acres.747
Item 7.A - 18
Attachment 1
Attachment 1
9.G-17Council Agenda 12-19-2023
PISMO BEACH CITY COUNCIL STAFF REPORT
Agenda Item #11.%
SUBJECT/TITLE:
INTRODUCTION (FIRST READING) OF AN ORDINANCE APPROVING A
DEVELOPMENT AGREEMENT WITH PISMO BEACH SELF STORAGE, LP FOR THE PROPERTY LOCATED AT 100 FIVE CITIES DRIVE
RECOMMENDATION:
Introduce an Ordinance approving a Development Agreement with Pismo Beach Self Storage, LP.
BACKGROUND:
On October 17, 2023, the City Council approved a settlement agreement with Pismo Beach Self Storage, LP (“PBSS”) that resolved various lawsuits brought by PBSS against the City to challenge the City’s application of development impact fees to PBSS’s self- storage facility project on Five Cities Drive. Under that settlement agreement, the City is required to process a Development Agreement for the project to allow changes to Phases 2 and 3 of the project, from the currently approved industrial condominium and retail uses to recreational vehicle parking and additional self-storage uses.
Pursuant to Government Code Section 65867 and Pismo Beach Municipal Code (PBMC) Section 17.48.030, the Planning Commission conducted a public hearing on November 14, 2023, to review the draft Development Agreement and provide its written recommendation to the City Council. The Planning Commission adopted Resolution PC- R-2023-026 (Attachment 2) recommending that the City Council approve the Development Agreement.
Under Government Code Section 65867.5, a Development Agreement must be adopted via ordinance, and the ordinance must contain findings that the Development Agreement is consistent the General Plan, and any applicable specific plans. There are no specific plans applicable to the project site.
PBMC Section 17.48.040 requires a Development Agreement to contain the following elements:
1. Duration of the agreement;
2. Permitted uses for the subject property;
3. Density or intensity of the permitted uses;
4. Approved site plans, elevations, floor plans, and sections;
5. Provisions, if any, for reservation or dedication of land for public purposes; and
6. Any other provisions required by state law.
Staff prepared the draft Development Agreement (Attachment 1.A) to incorporate these provisions, as well as other permissive provisions. The Development Agreement has also been approved as to form by legal counsel for PBSS.
Council Agenda 12-5-2023 11.B-1
Attachment 2
December 5, 2023 Introduction Staff Report
9.G-18Council Agenda 12-19-2023
The project site is currently zoned C-2 (General Commercial), and it is designated commercial in the Pismo Marsh Planning Area of the General Plan. In 2007, the Planning Commission determined that the project was consistent with the General Plan and Local Coastal Plan. Since the modifications contemplated in the development agreement are similar in nature to those approved for the project site, staff recommends that the City Council find the proposed changes to be consistent with the General Plan.
In approving the development agreement, the Council would not be approving the final layout or details of Phases 2 and 3 of the Project. Those would be returned to the Planning Commission for consideration and approval at a later date. The Development Agreement is simply a tool to vest in PBSS a right to develop the Project site with uses different than those currently approved for the site.
Conclusion and Recommendation
Staff recommends that the Council introduce an Ordinance (Attachment 1) approving the Development Agreement and authorizing the City Manager to execute the agreement on behalf of the City. If the Council acts to introduce the Ordinance as recommended, it will be returned for adoption at the next available meeting and will become effective by statute 30 days thereafter.
FISCAL IMPACT:
The fiscal impact of approving the development agreement itself is expected to be neutral.
However, pursuant to the settlement agreement with PBSS previously approved by the City Council, the City has received the $400,000 payment called for by that agreement, and staff anticipates the $441,000 payment required by the settlement agreement for Phase 2 of the project will be paid upon issuance of the final discretionary permit for that phase. The timing and amount of impact fees and other fees payable for Phase 3 will be dependent on when the plans for Phase 3 are submitted and on the size of the self- storage facility proposed by PBSS.
ALTERNATIVES:
1. Modify and then introduce the ordinance.
2. Do not introduce the ordinance; provide direction to staff.
ATTACHMENTS:
1. Ordinance O-2023-XXX
1.A. Exhibit A to Resolution: Development Agreement
2. Planning Commission Resolution PC-R-2023-026
Submitted by: Meeting Date: December 5, 2023
Dave Fleishman, City Attorney
City Manager Approval:
Council Agenda 12-5-2023 11.B-2
Attachment 2
December 5, 2023 Introduction Staff Report
9.G-19Council Agenda 12-19-2023
PISMO BEACH CITY COUNCIL STAFF REPORT
Agenda Item #12.A
SUBJECT/TITLE:
APPOINTMENT OF CALPERS RETIREE TO SERVE AS EXTRA HELP ON AN INTERIM BASIS
RECOMMENDATION:
Adopt a Resolution appointing Michael Codron as Interim Community Development Director pursuant to Government Code Section 21221(h).
BACKGROUND:
The City of Pismo Beach is a full-service municipal government that provides various critical services to the community. The Community Development Department has many functions, including administration of Planning, Building, Code Enforcement, and staffing the Planning Commission.
Matthew Downing has served as Community Development Director from October 2019 to December 2023, when Mr. Downing indicated that he would be leaving Pismo Beach, to accept the City Manager position in Arroyo Grande. The City will be conducting a nationwide recruitment to select its next Community Development Director. In order to continue to provide essential services to the public, staff recommends the appointment of an interim Community Development Director to oversee the Department during the recruitment process.
Due to the specialized skills and licenses required of staff in the Community Development Department, it is imperative that the City appoint an interim Community Development Director who has the knowledge and experience required to help during this transition. Michael Codron, an experienced Community Development Director, retired from the City of San Luis Obispo on June 30, 2023, and has expressed interest in assisting the City in the interim, until such time as the City selects a new Community Development Director. Mr. Codron meets the criteria, per CalPERS guidelines, to return to the City in an interim capacity as a retired annuitant to help perform the specialized functions required of the Community Development Director.
Conclusion and Recommendation
In conformance with CalPERS rules, a Resolution of appointment is required in order to have Mr. Codron work for the City in an interim capacity. Staff recommends that the Council adopt this Resolution (Attachment 1) to facilitate a smooth transition for staff in the Community Development Department and ensure the community continues to receive essential services.
The proposed Offer Letter is provided as Attachment 1.A.
FISCAL IMPACT:
The fiscal impact of adopting the attached Resolution is approximately $90,000 from January 15, 2024 through June 30, 2024 in the General Fund Community Development Department budget. In the event the Community Development Director position is filled prior to that date, the fiscal impact would be less than $90,000. Staff anticipates that there will be salary and benefit savings from the Department’s staff vacancies to support a substantial portion of the proposed appointment. In the event that additional budget is needed to support this
12.A-1Council Agenda 12-19-2023
appointment, staff will come back to Council with the Mid-Cycle Budget Adjustments in late summer 2024.
ALTERNATIVES:
1. Decline appointment and provide staff with direction on how to proceed.
ATTACHMENTS:
1.Resolution
1.A. Exhibit A to Resolution: Appointment Letter
Prepared by: Meeting Date: December 19, 2023
Bianka Buchanan, Human Resources Officer
Submitted by:
Jorge Garcia, City Manager
City Manager Approval:
2. Resume
12.A-2Council Agenda 12-19-2023
RESOLUTION NO. R-2023-XXX
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PISMO BEACH,
CALIFORNIA APPOINTING MICHAEL CODRON AS INTERIM COMMUNITY
DEVELOPMENT DIRECTOR PURSUANT TO GOVERNMENT CODE SECTION 21221(h)
WHEREAS, Government (Gov.) Code section 21221(h) of the Public Employees’ Retirement Law permits the governing body to appoint a CalPERS retiree to a vacant position requiring specialized skills during recruitment for a permanent appointment, and provides that such appointment will not subject the retired person to reinstatement from retirement or loss of benefits so long as it is a single appointment that does not exceed 960 hours in a fiscal year; and
WHEREAS, the City Council desires to appoint Michael Codron as an interim appointment retired annuitant to the vacant position of Community Development Director for the City of Pismo Beach under Gov. Code section 21221(h), effective January 15, 2024; and
WHEREAS, the City Council, the City of Pismo Beach, and Michael Codron certify that Michael Codron has not and will not receive a Golden Handshake or any other retirement- related incentive; and
WHEREAS, an appointment under Gov. Code section 21221(h) requires the retiree is appointed into the interim appointment during recruitment for a permanent appointment; and
WHEREAS, the City Manager has authorized the search for a permanent appointment on December 14, 2023; and
WHEREAS, this Gov. Code section 21221(h) appointment shall only be made once and therefore will end on or before January 14, 2025; and
WHEREAS, the entire appointment document between Michael Codron and the City of Pismo Beach has been reviewed by this body and is attached hereto; and WHEREAS, the compensation paid to retirees cannot be less than the minimum nor exceed the maximum monthly base salary paid to other employees performing comparable duties, divided by 173.333 to equal the hourly rate; and WHEREAS, the maximum base salary for this position as reflected on the City’s publicly available pay schedule is $16,382.58 and the hourly equivalent is $94.51; the minimum base salary for this position is $13,477.99 and the hourly equivalent is $77.75; and WHEREAS, the hourly rate paid to Michael Codron will be $94.51; and
12.A-3Council Agenda 12-19-2023
Attachment 1
WHEREAS, Michael Codron has not and will not receive any other benefit, incentive, compensation in lieu of benefit or other form of compensation in addition to this hourly pay rate.
NOW THEREFORE, BE IT RESOLVED that the City Council hereby certifies the nature of the employment of Michael Codron as described herein and detailed in the attached appointment document (Exhibit A) and that this appointment is necessary to fill the critically needed position of Community Development Director for the City of Pismo Beach by January 15, 2024, so the City of Pismo Beach Community Development Department can continue to provide essential services to the community and ensure a smooth transition to a new Director.
UPON MOTION OF Council Member , seconded by Council Member , the foregoing resolution was adopted by the City Council of the City of Pismo Beach this 19thth day of December 2023, by the following vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
RECUSED:
Approved: Attest:
________________________ ________________________
Ed Waage, Mayor Erica Inderlied, City Clerk
12.A-4Council Agenda 12-19-2023
Attachment 1
1 760 Ma�e Road, Pismo Beach, CA 93449
(805)773-7004 | PismoBeach.org
December 19, 2023
Michael Codron
Dear Mr. Codron:
I am pleased to confirm your appointment as a non-benefited, retired annuitant, serving in the temporary capacity of interim Community Development Director with the City of Pismo Beach.
This appointment is effective January 15, 2024. The specific understandings regarding this appointment are as follows:
Your starting pay will be $94.51 per hour. Social Security and workers compensation insurance are provided as required by law. No other health and welfare, retirement or paid leave benefits are provided.
If you have any questions regarding this appointment, please do not hesitate to call Human Resources at 805-773-7004.
Sincerely,
Jorge Garcia
City Manager
Attachment 1.A
12.A-5Council Agenda 12-19-2023
Michael Codron
Experience continued
EDUCATION
California Polytechnic State University San Luis Obispo, CA June 1998 Master of City and Regional Planning
1998 MCRP Comprehensive Exam, Completed with Distinction 1997 Faculty Recognition Award recipient, College of Architecture and Environmental Design
Northwestern University Evanston, Illinois June 1993
Bachelor of Arts
Major in economics, including coursework in public finance Advanced coursework in public policy, political science and public speaking
EXPERIENCE
City of San Luis Obispo San Luis Obispo, CA 9/15-6/23
Community Development Director: Led the Department of 42 staff with a budget of $7 million through significant organizational change, including implementation of an online permitting system. Provided support to the City Manager and City Council by directing work towards accomplishment of Major City Goals. These included Housing Production, Homelessness Response, Economic Development and Downtown Vitality goals. Some activities and projects completed in support of these goals include: negotiating and implementing development agreements for the Avila Ranch and San Luis Ranch neighborhoods, onboarding a new Homelessness Response Manager position and supporting the creation of the City’s Mobile Crisis Unit, leading the City’s effort to provide financial support to HASLO for the rehabilitation of the Anderson Hotel, updating the City’s Downtown Concept Plan, creating and implementing the City’s cannabis business program and receiving certification of the City’s 2020 Housing Element. Served as the City’s Planning Section Coordinator in the Emergency Operating Center during emergencies, including the January 2023 floods.
City of San Luis Obispo San Luis Obispo, CA 7/10-9/15
Assistant City Manager: Served as the Department Head for the Administration Department, which included the City Clerk, Tourism, Economic Development, and Natural Resources programs. Served as Acting City Manager in the absence of the City Manager. Led major City initiatives including the renewal of Measure G, the City’s half- cent sales tax in 2014. Served as the City’s Information Technology Steering Committee chairperson and updated the process for reviewing and approving IT budget requests.
Represented the City in a variety of venues, including as liaison to the Downtown Association.
City of San Luis Obispo San Luis Obispo, CA 8/08-7/10
Housing Programs Manager: Actively advocated for affordable housing development in the City through interactions with community leaders, including Planning Commissioners, City Council Members, the Chamber of Commerce, the Home Builders Association and other stakeholders. Managed the City’s Affordable Housing Fund Award Program and recommended projects for funding. Managed the City’s stock of inclusionary housing Attachment 2
12.A-6Council Agenda 12-19-2023
Michael Codron, Experience
and the BEGIN, first-time homebuyer program. Assisted individual households in the purchase of affordable housing in the City and provide homebuyer education services for first-time homebuyers. Managed the City’s CDBG program. Represented the City as a member of the Workforce Housing Coalition of SLO County Board of Directors, and member of the Funding Commission for the SLO County Housing Trust Fund.
City of San Luis Obispo San Luis Obispo, CA 12/00-8/08
Associate Planner – Long-Range Division, Development Review Division: Exercised a high level of independence in the management of major long-range and development driven planning projects. A sample of completed projects includes the Airport Area Specific Plan, the Airport Area and Margarita Area annexations, the Downtown Building Height Ordinance, the Orcutt Area Specific Plan and the Four Creeks Residential Rezoning Project and Environmental Impact Report. Recognized by co-workers as Employee of the Year in 2006.
City of San Luis Obispo San Luis Obispo, CA 8/97-12/00
Planning Technician: Provided information to the public over the counter relating to every aspect of the City’s planning program. Provided significant support to Associate Planners by producing major planning documents, completing initial environmental studies, reviewing new planning applications for completeness, and plan-checking new building permit applications. Recognized by co-workers as Employee of the Year in 2000.
City of San Luis Obispo San Luis Obispo, CA 6/96-8/97
Special Project Staff (Temporary, Part-Time Status):
Completed production projects include:
General Plan Digest (Community Development Department) Urban Water Management Plan (Utilities Department)
City of San Luis Obispo Web Site Design and Production (Finance Department) Jay Farbstein & Associates San Luis Obispo, CA 7/96-12/96 Technician (Part Time): Provided graphics and analysis for feasibility studies, post- occupancy evaluation reports, and facility programs. Assessed the floor plans and site plans of two major Job Corps centers to determine their design efficiency.
Westside Business Improvement Association Chicago, Illinois 3/94-4/95 Economic Development Officer 5/94-4/95: Developed and maintained dialogue between area businesses, local financial institutions, and the City of Chicago Department of Planning and Development (DPD). Aided local businesses in participating in DPD incentive programs such as the Facade Rebate Program.
Administered the Technical Assistance to Business Grant. Served as a member of the Chicago Alternative Policing Strategy (CAPS) Business Safety Committee for Chicago’s 15th District.
Assistant Planner 3/94-5/94: Assisted the Planner in completion of a comprehensive structural and land-use survey of the Association’s service area. Aided in the preparation of the Strategic Plan for the Redevelopment of the Madison-Cicero Commercial District.
Aided in the development and completion of grant applications.
Attachment 2
12.A-7Council Agenda 12-19-2023
PISMO BEACH CITY COUNCIL STAFF REPORT
Agenda Item #12.B
SUBJECT/TITLE:
FIRE DEPARTMENT SEMI-ANNUAL REPORT
RECOMMENDATION:
Receive Fire Department briefing.
BACKGROUND:
Battalion Chief Paul Lee will deliver a report of Fire Department activities since the last report, which was provided in June 2023.
FISCAL IMPACT:
This report is for informational purposes only and has no fiscal impact.
ALTERNATIVES:
1. Receive briefing and ask questions of staff.
2. Receive briefing and give direction to Fire staff for items to be presented at next briefing.
ATTACHMENTS:
1. December 19, 2023 Fire Department Semi Annual Report Prepared by: Meeting Date: December 19, 2023
Michelle Pearson, Administrative Assistant
Submitted by: Paul Lee, Battalion Chief
City Manager Approval:
Council Agenda 12-19-2023 12.B-1
Prepared by: Michelle Pearson, Administrative Assistant Submitted by: Paul Lee, Battalion Chief
Emergency Response
1. Emergency Response by Type
2. Year Incident Review
Lifeguard Program
1. Early Recruitment
2. Lead Lifeguard Academy
3. Watch Tower Program
Junior Lifeguard Program
1. 52 participants-Session 1, 42 participants-Session 2
2. New Format (3
rd year) numbers are increasing
Prevention
1. Special Events
2. Surf Events
3. 4
th of July
4. Sidewalk CPR
5. Weed Abatement Program
6. Fuels Reduction
7. SB 1205 Inspections
Vegetation Management Program (VMP)
1. CAL FIRE Fuels Projects
2. Lighthouse Unit 2
3. Cave/Bluffs/Ontario Communication Site
4. 1000 Hills RX Burn
December 2023 Fire Department Semi Annual Report
John Owens, Unit Chief
Attachment 1
Council Agenda 12-19-2023 12.B-2
Staffing
1. New Captain Specialist
2. Engineers
3. Training
Equipment
1. New Engine
2. Rescue Type 3 recertification
3. Rope System changes
4. Airbags
5. Lifeguard Tower
6. Going Green
Grants
1. Fire Safe Council
2. OHV
3. OTS
4. FEMA AFG Grant
5. Cal Fire CCI Grant
Attachment 1
Council Agenda 12-19-2023 12.B-3