HomeMy WebLinkAbout08 APPROVE AMEND. #3 AND FULL REINSTATEMENT OF AGREEMENT NO. D99-128 FOR WATERSHED NUTRIENT, FECAL COLIFORM, AND TMDL PROGRAMAGENDA REPORT
MEETING DATE: AUGUST 3, 2010
TO: WILLIAM A. HUSTON, CITY MANAGER
Agenda Item
Reviewed:
City Manager
Finance Director
FROM: DOUGLAS S. STACK, DIRECTOR OF PUBLIC WORKS/CITY ENGINEER
SUBJECT: APPROVE THIRD AMENDMENT AND FULL RESTATEMENT OF
AGREEMENT NO. D99-128 FOR THE SAN DIEGO CREEK AND NEWPORT
BAY WATERSHED NUTRIENT, FECAL COLIFORM AND TOXICS TOTAL
MAXIMUM DAILY LOAD (TMDL) PROGRAM
SUMMARY
The Third Amendment and Full Restatement of Agreement No. D99-128 (Agreement) provides for
the funding cost share allocations for the purpose of funding and performing studies, research,
monitoring and the development and implementation of programs related to the adopted TMDLs
for nutrients, fecal coliform and toxics in the San Diego Creek and Newport Bay watersheds. The
adopted TMDLs contain requirements to attain TMDL reduction targets over amulti-year period. If
approved, the term of this Agreement shall continue until June 30, 2012.
RECOMMENDATION
It is recommended that the City Council approve the Third Amendment and Full Restatement of
Agreement No. D99-128, "Agreement to Fund Nutrient, Fecal coliform, and Toxics Total Maximum
Daily Loads (TMDL) Studies in the Newport Bay Watershed" and authorize the Mayor and City
Clerk to execute the agreement on behalf of the City.
FISCAL IMPACT
The City of Tustin's cost share percentage is 5.92%. Sufficient funds have been budgeted and
appropriated in the current fiscal year 2010-2011 Public Works Department Operating Budget to
cover the City's fiscal year cost share allocation of $71,413.
DISCUSSION AND BACKGROUND
Agreement No. D99-128 forms the basis of cooperation for the implementation of the adopted
TMDLs within the San Diego Creek and Newport Bay Watershed. The primary purpose of the
TMDLs is to control and reduce the amount of fecal coliform, nutrients, and toxic contaminants
entering the Newport Bay pursuant to provisions of the Clean Water Act and the Municipal National
Pollutant Discharge Elimination System (NPDES) Stormwater Permit as adopted by the Santa Ana
Regional Water Quality Control Board.
The original Agreement was fully executed in September 2003 to provide a long term funding
formula to ensure that the costs of compliance with the TMDLs are shared equitably among the
parties within the San Diego Creek/Newport Bay Watershed. The adopted TMDLs contain
requirements for studies, monitoring, and development of programs to attain TMDL containment
reduction targets over the multi-year period. The original parties to the Agreement included the
County of Orange, the Orange County Flood Control District, the Irvine Ranch Water District, The
Irvine Company, the City of Costa Mesa, the City of Irvine, the City of Laguna Hills, the City of
~..
Amendment No 3 to Agreement D99-128
August 3, 2010
Page 2
Laguna Woods, the City of Lake Forest, the City of Newport Beach, the City of Orange, the City of
Santa Ana, and the City of Tustin.
The Agreement was later amended to extend the term of the agreement and add Tustin Legacy
Community Partners, Orange County Great Park Corporation, Lennar Homes of California, Inc.,
and the California Department of Transportation as contributing partners to this agreement.
Amendment No. 3 to the Agreement extends this partnership for an additional two years and will
be effective back to July 1, 2010. Amendment No. 3 also acknowledges that Tustin Legacy
Community Partners and Caltrans have withdrawn from the Agreement, and that the Orange
County Great Park Corporation has combined as a party with the City of Irvine.
Compliance with the requirement of the TMDLs necessitates a continued watershed wide
approach to achieve significant results that could not be efficiently produced by each party acting
alone. It is therefore recommended that the City Council approve Amendment No. 3 and authorize
the Mayor and City Clerk to execute the agreement on behalf of the City.
. Stack, P.E. Doug A derson
of Public Works/City Engineer Transportation and Development Services
Manager
Attachment: Third Amendment and Full Restatement of Agreement D99-128
S:\City Council Items\2010 Council ItemsWgreement D99-128_dSS.dOCX
Agreement No. D99-128
AGREEMENT TO FUND NUTRIENT, FECAL COLIFORM AND TOXICS TOTAL MAXIMUM DAILY LOAD (TMDL)
STUDIES IN THE NEWPORT BAY WATERSHED
THIRD AMENDMENT AND FULL RESTATEMENT OF AGREEMENT
THIS THIRD AMENDMENT, for purposes of identification numbered D99-128, is made
and entered into this day of 2010 by and between the County of
Orange ("COUNTY"), the Orange County Flood Control District ("DISTRICT"), the City of
Costa Mesa ("COSTA MESA"), the City of Irvine ("IRVINE"), the City of Laguna Hills
("LACUNA HILLS"), the City of Laguna Woods ("LACUNA WOODS"), the City of Lake Forest
("LAKE FOREST"), the City of Newport Beach ("NEWPORT BEACH"), the City of Orange
("ORANGE"), the City of Santa Ana ("SANTA ANA"), the City of Tustin ("TUSTIN"), the
Irvine Ranch Water District ("IRWD") and The Irvine Company ("TIC"), and Lennar Homes
of California, Inc.("LENNAR") The fourteen entities are hereinafter sometimes
jointly referred to as the "PARTIES" and individually as "PARTY". The cities are
hereinafter sometimes jointly referred to as the "CITIES". Thirteen entities (all
entities except for LENNAR) are sometimes jointly referred to as the "ORIGINAL
PARTIES."
WITNESSETH
WHEREAS, the California Regional Water Quality Control Board, Santa Ana Region
("REGIONAL BOARD") has adopted Resolution No. 98-9, as amended by Resolution No. 98-
100 amending the Water Quality Control Plan for the Santa Ana River Basin to
incorporate a Nutrient TMDL for the Newport Bay/San Diego Creek Watershed on April 17,
1998 and Resolution 99-10 amending the Water Quality Control Plan for the Santa Ana
River Basin to incorporate a TMDL for Fecal Coliform in Newport Bay on April 9, 1999
pursuant to the provisions of section 303(d) of the Clean Water Act; and,
WHEREAS, the United States Environmental Protection Agency (USEPA) has
established TMDLs for toxic pollutants, San Diego Creek and Newport Bay, California on
June 14, 2002, and the REGIONAL BOARD is developing implementation plans for each of
the toxic pollutants; and,
1
Final Version ?/8/2011
Agreement No. D99-12E
WHEREAS, the adopted TMDLs contain requirements for studies, monitoring and the
development of programs to attain TMDL reduction targets over a multi-year period;
and,
WHEREAS, the ORIGINAL PARTIES entered into Agreement No. D99-128 on
September 18, 2003, referred to hereinafter as "AGREEMENT", to provide funding for the
Nutrient, Fecal Coliform and Toxics Total Maximum Daily Load (TMDL) studies in the
Newport Bay Watershed; and,
WHEREAS, the PARTIES approved Amendment No. 1 to AGREEMENT on July 5,
2006, which amended Sections 3 (Funding), 4 (Program Budgets and Costs), 5 (Payments),
10 (No Third Party Beneficiaries), and 16 (Notices), and Exhibits A and C in their
entirety and added the California Department of Transportation, LENNAR, Tustin Legacy
Community Partners, and Orange County Great Park Corporation as AGREEMENT
participants; and,
WHEREAS, the PARTIES approved Amendment No. 2 to AGREEMENT on March 29,
2008 to extend the term of the AGREEMENT for two (2) years to be consistent with the
end of the current phase of the Nitrogen and Selenium Management Program and to
recognize prior payments for services made directly by the California Department of
Transportation and IRWD, for work plan development and Bay algae studies respectively;
and,
WHEREAS, pursuant to Section 6 of the AGREEMENT, the AGREEMENT may be amended ir,
writing only with the unanimous written approval of the PARTIES; and,
WHEREAS, Tustin Legacy Community Partners has terminated its development
agreement for the Tustin Marine Corps Air Station and withdrawn from the AGREEMENT
effective June 30, 2010; and,
WHEREAS, due to State budget constraints the California Department of
Transportation has withdrawn from the AGREEMENT effective June 30, 2010 and will
address its discharges independently; and
2
Final Vezsion 7/8/2G1
Agreement No. D99-12
WHEREAS, the Orange County Great Park Corporation has combined as a PARTY with
IRVINE effective June 30, 2010; and,
WHEREAS, the PARTIES desire to extend the AGREEMENT through June 30, 2012 to
provide for the performance of studies, monitoring and the development of programs and
long-term funding to attain TMDL reduction targets over a multi-year period; and,
WHEREAS, in the event that long-term watershed funding is secured prior to
AGREEMENT expiration, the PARTIES intend to further amend the AGREEMENT to incorporate
this funding through revised cost share allocations; and,
WHEREAS, the PARTIES have revised the cost share allocations as shown in Exhibit
A, which shall remain fixed for the duration of the AGREEMENT term; and,
WHEREAS, the PARTIES now desire to amend and restate the AGREEMENT in its
entirety.
NOW THEREFORE: The PARTIES hereto unanimously agree to amend and restate the
AGREEMENT in its entirety as follows:
Section 1. PURPOSE. This AGREEMENT is entered into for the purpose of funding
and performing studies, research, monitoring and the development and implementation of
programs related to the adopted TMDLs for nutrients, fecal coliform and toxics in the
San Diego Creek and Newport Bay watersheds.
Section 2. TERM. The term of this AGREEMENT shall continue until June 30, 2012,
unless sooner terminated as provided in Section 8.
Section 3. FUNDING COST SHARE ALLOCATIONS. Exhibit A, which is attached to this
AGREEMENT and by this reference is made a part hereof, presents the cost share
allocations for the PARTIES for the duration of the AGREEMENT.
Section 9. PROGRAM SCOPE OF WORK, BUDGET AND COSTS. The COUNTY shall work in
concert with all PARTIES to develop a scope of work and a budget for the following
fiscal year. The scope of work and budget for the upcoming fiscal year shall be
submitted to each of the PARTIES by December 15 of each year. The budget shall
contain an explanation of any recommended program changes, an estimate of all planned
3
Final Version 7
Agreement No. D99-12E
expenditures and an estimate of the payment required from each PARTY for the following
fiscal year.
The PARTIES shall be permitted to review and approve the program scope of work
and budget for the forthcoming year, review work products, and provide direction for
performance of the scope of work. Criterion for approval of the program scope of work
and budget shall be affirmative responses from all PARTIES. The COUNTY and DISTRICT
will constitute one approving PARTY. Any PARTY not providing a response by July 15 of
each year shall be considered an affirmative response.
The COUNTY shall be entitled to charge to the program all costs for direct
labor, materials, equipment and outside contract services for costs associated with
carrying out the approved scope of work. Recoverable costs will also include an
overhead charge.
Section 5. PAYMENTS. The COUNTY shall invoice each PARTY for its annual deposit
at the beginning (July 1) of each fiscal year. Each PARTY shall pay the deposit
within 45 calendar days of the date of the invoice. Each PARTY'S deposit shall be
based on its prorated share of the approved annual budget, reduced by the sum of (a)
its prorated share of any surplus identified in the prior fiscal year end accounting,
and (b) its prorated share of any funding provided for programs in the approved budget
from entities not party to this AMENDMENT.
Interest earned on the PARTIES' deposits will not be paid to the PARTIES, but
will be credited against the PARTIES' share of the program costs.
The COUNTY shall notify each of the PARTIES if it appears that costs may exceed
the budget approved by the PARTIES in any fiscal year. The COUNTY shall prepare a
fiscal year end accounting within 60 calendar days of the end of the fiscal year. If
the fiscal year end accounting results in costs (net of interest earnings) exceeding
the sum of the deposits, and the COUNTY has notified and obtained approval from the
PARTIES of potential cost overruns, the COUNTY shall seek approval of the excess cost
from the PARTIES in the form of a revised budget and, upon approval, shall invoice
4
Final Version 7/8/201
Agreement No. D99-12E
each PARTY for its prorated share of the excess cost up to the amount of the revised
approved budget. Each PARTY shall pay the billing within 45 calendar days of the date
of the invoice. If the fiscal year end accounting results in the sum of the deposits
exceeding costs (net of interest earnings), the excess deposits will carry forward to
reduce the billings for the following year. The fiscal year end accounting results
and associated invoices for each PARTY will take into consideration any outside
funding provided for programs in the approved budget from entities not party to this
AGREEMENT.
Upon termination of the program, a final accounting shall be performed by the
COUNTY. If costs remaining after the deduction of interest costs exceed the sum of
the deposits, the COUNTY shall invoice each PARTY for its prorated share of the
deficit. Each PARTY shall pay the invoice within 45 calendar days of the date of the
invoice. If the sum of the deposits, including interest, exceeds the costs, the
COUNTY shall reimburse to each PARTY its prorated share of the excess, within 45
calendar days of the final accounting.
Section 6. AMENDMENT. This AGREEMENT may be amended in writing only with the
unanimous written approval of the parties.
Section 7. LIABILITY. It is mutually understood and agreed that, merely by the
virtue of entering into this AGREEMENT, each PARTY neither relinquishes any rights nor
assumes any liabilities for its own actions or the actions of other PARTIES. It is
the intent of the PARTIES that the rights and liabilities of each Party shall remain
the same, while this AGREEMENT is in force, as it was before this AGREEMENT was made,
except as otherwise specifically provided in this agreement.
Section 8. TERMINATION. Any PARTY wishing to terminate its participation in
this AGREEMENT shall so notify all other PARTIES in writing by March 1 of any year.
Such termination shall be effective the following June 30. The terminating PARTY
shall be responsible for financial obligations hereunder to the extent incurred in
accordance with this agreement by the PARTY prior to the effective date of
5
Final Version 7/8/201
Agreement No. D99-12£
termination. The balance of the PARTIES may continue in the performance of the terms
and conditions of this AGREEMENT on the basis of a revised allocation of cost based on
the funding formula in Exhibit A.
Section 9. AVAILABILITY OF FUNDS. The obligation of each PARTY is subject to
the availability of funds appropriated for this purpose, and nothing herein shall be
construed as obligating the PARTIES to expend or as involving the PARTIES in any
contract or other obligation for the future payment of money in excess of
appropriations authorized by law.
Section 10. NO THIRD PARTY BENEFICIARIES. Nothing expressed or mentioned in this
AGREEMENT is intended or shall be construed to give any person, other than the PARTIES
hereto and any entity in which a PARTY has a legal interest (such as, but not limited
to, a limited liability membership interest or a partnership interest), and any
permitted successors or assigns of a PARTY, any legal or equitable right, remedy or
claim under or in respect of this AGREEMENT or any provisions herein contained. This
AGREEMENT and any conditions and provisions hereof is intended to be and is for the
sole and exclusive benefit of the PARTIES and the entities in which they have a legal
interest and their successors or assigns and for the benefit of no other person,
agency or entity.
Section 11. REFERENCE TO CALENDAR DAYS. Any reference to the word "day" or
"days" herein shall mean calendar day or calendar days, respectively, unless otherwise
expressly provided.
Section 12. ATTORNEYS FEES. In any action or proceeding brought to enforce or
interpret any provision of this AGREEMENT, or where any provision hereof is asserted
as a defense, each PARTY shall bear its own attorneys' fees and costs.
Section 13. ENTIRE AGREEMENT. This AGREEMENT is intended by the PARTIES as a
final expression of their agreement and intended to be a complete and exclusive
statement of the agreement and understanding of the PARTIES hereto in respect of the
6
Final Version 7/8/201
Agreement No. D99-12£
subject matter contained herein. There are no restrictions, promises, warranties or
undertakings, other than those set forth or referred to herein. This AGREEMENT
supersedes all prior agreements and understandings between the PARTIES with respect tc
such matter.
Section 14. SEVERABILITY. If any part of this AGREEMENT is held, determined or
adjudicated to be illegal, void, or unenforceable by a court of competent
jurisdiction, the remainder of this AGREEMENT shall be given effect to the fullest
extent reasonably possible.
Section 15. SUCCESSORS AND ASSIGNS. The terms and provisions of this AGREEMENT
shall be binding upon and inure to the benefit of the PARTIES hereto and their
successors and assigns.
Section 16. NOTICES. All notices required or desired to be given under this
AGREEMENT as amended shall be in writing and (a) delivered personally, or (b) sent by
certified mail, return receipt requested or (c) sent by telefacsimile communication
followed by a mailed copy, to the addresses specified below, provided each PARTY may
change the address for notices by giving the other PARTIES at least ten (10) days
written notice of the new address. Notices shall be deemed received when actually
received in the office of the addressee or when delivery is refused, as shown on the
receipt of the U.S. Postal service, or other person making the delivery, except that
notices sent by telefacsimile communication shall be deemed received on the first
business day following transmission.
Director of Public Services
City of Costa Mesa
P.O. BOX 1200
Costa Mesa, CA 92628-1200
Facsimile: (714) 754-5028
Director of Public Works
City of Irvine
P.O. Box 19578
7
Final Version 7/8/7_01
Agreement No. D99-12'
Irvine, CA 92623-9578
Facsimile: (949) 724-6440
Director of Public Services
City of Laguna Hills
24035 E1 Toro Road
Laguna Hills, CA 92653
Facsimile: (949) 707-2633
Director of Community Development
City of Laguna Woods
24269 E1 Toro Road
Laguna Woods CA 92637
Facsimile: (949) 639-0591
Director of Public Works
City of Lake Forest
25550 Commercentre Dr. Ste 100
Lake Forest, CA 92630
Facsimile: (949) 461-3511
Director of Public Works
City of Newport Beach
3300 Newport Blvd.
Newport Beach, CA 92658
Facsimile: (949) 718-1840
Director of Public Works
City of Orange
300 E. Chapman Ave
Orange, CA 92866
Facsimile: (714) 744-5573
Director of Public Works
City of Santa Ana
101 W. 4t° St.
Santa Ana, CA 92701
Facsimile: (719) 647-5635
Director of Public Works
City of Tustin
300 Centennial Way
Tustin, CA 92780
Facsimile: (714) 734-8991
Director, OC Public Works
County of Orange
300 N. Flower Street
Santa Ana, CA 92702-4048
Facsimile: (714) 834-2395
Director, Water Quality
Irvine Ranch Water District
3512 Michelson Dr
Irvine, CA 92712
Facsimile: (949) 453-1228
8
Final Version 7/8/201
Agreement No. D99-128
Vice President of Environmental Affairs
The Irvine Company
550 Newport Center
Newport Beach, CA 92658-8904
Facsimile: (949) 720-2448
Five Point Communities (Lennar)
Jim Werkmeister
Manager, Environmental Affairs
25 Enterprise, Ste 400
Aliso Viejo, CA 92656
Facsimile: (949)
Section 17. STATUS OF ORIGINAL AGREEMENT. Upon approval of this AGREEMENT by
all PARTIES, the original agreement of September 18, 2003, as amended on July 5, 2006
and March 29, 2008 will be superseded by this AGREEMENT.
Section 18. EXECUTION OF AGREEMENT. This AGREEMENT may be executed in
counterpart and the signed counterparts shall constitute a single instrument.
Section 19. GOVERNING LAW AND VENUE. This AGREEMENT has been negotiated and
executed in the State of California and shall be governed by and construed under the
laws of the State of California. In the event of any legal action to enforce or
interpret this AGREEMENT, the sole and exclusive venue shall be a court of competent
jurisdiction located in Orange County, California, and the PARTIES hereto agree to and
do hereby submit to the jurisdiction of such court, notwithstanding Code of Civil
Procedure section 394. Furthermore, the PARTIES have specifically agreed, as part of
the consideration given and received for entering into this AGREEMENT, to waive any
and all rights to request that an action be transferred for trial to another county
under Code of Civil Procedure Section 394 or any other provision of law.
IN WITNESS WHEREOF, the PARTIES hereto have executed this AGREEMENT the day and
year first above written:
9
Final Version 7/8/201
Agreement No. D99-12f
Date:
COUNTY OF ORANGE,
a political subdivision of the State of
California
By:
Chairman of the Board of Supervisors
APPROVED AS TO FORM:
COUNTY COUNSEL
By:
Geoffrey K. Hunt, Deputy
Date:
ORANGE COUNTY FLOOD CONTROL DISTRICT
a body corporate and politic
Chairman of the Board of Supervisors
By:
SIGNED AND CERTIFIED THAT A COPY OF
THIS AGREEMENT HAS BEEN DELIVERED TO
THE CHAIRMAN OF THE BOARD
By:
DARLENE J. BLOOM
Clerk of the Board of Supervisors of
Orange County, California
Date:
10
Final Version 7/8/201
Agreement No. D99-12E
Date:
APPROVED AS TO FORM:
ATTEST:
City Clerk
CITY OF COSTA MESA
Mayor
By:
City Attorney of Costa Mesa
11
Final Version 7/8/201
Agreement No. D99-12
Date:
APPROVED AS TO FORM:
ATTEST:
City Clerk
CITY OF IRVINE
By:
Mayor
City Attorney of Irvine
12
Final Version 7/8/201
Agreement No. D99-121
Date:
APPROVED AS TO FORM:
ATTEST:
City Clerk
CITY OF LAGUNA HILLS
By:
Mayor
City Attorney of Laguna Hills
13
Final Version 7/8/201
Agreement No. D99-12
Date:
APPROVED AS TO FORM:
ATTEST:
City Clerk
CITY OF LAGUNA WOODS
By:
Mayor
City Attorney of Laguna Woods
14
Final Version 7
Agreement No. D99-12
Date:
APPROVED AS TO FORM:
ATTEST:
City Clerk
CITY OF LAKE FOREST
By:
Mayor
City Attorney of Lake Forest
15
Final Version 7/8
Agreement No. D99-12
Date:
APPROVED AS TO FORM:
ATTEST:
City Clerk
CITY OF NEWPORT BEACH
By:
Mayor
City Attorney of Newport Beach
16
Final Version 7/8/201
Agreement No. D99-12
Date:
APPROVED AS TO FORM:
ATTEST:
City Clerk
CITY OF ORANGE
By:
Mayor
City Attorney of Orange
17
Final Version 7/8/20]
Agreement No. D99-12E
Date:
APPROVED AS TO FORM:
ATTEST:
City Clerk
CITY OF SANTA ANA
By:
Mayor
City Attorney of Santa Ana
18
Final Version 7/6/201
Agreement No. D99-1
CITY 08' TU9TIN
Data • BY: .~„.~
Mayor
APPROVED AS TO FORM:
ATTEST:
City Clerk C'-y Attorney Tuat3n
18
Agreement No. D99-12
Date:
THE IRVINE RANCH WATER DISTRICT
By:
Name:_
Title:
Date:
By:
Name:
Title:
20
Final version 7
Agreement No. D99-12
Date:
Date:
THE IRVINE COMPANY
By:
Name:
Title:
By:
Name•
Title:
21
Final Version 7/8/201
Agreement No. D99-12
Date:
Date:
Lennar Homes of California,
a Developer Member of Heritage Fields Limited
Liability Company
By:
Name:
Title:
By:
Name:
Title:
22
Final Version 7
Agreement No. D99-12
EXHIBIT A
_, CC
PA12TY ~~ Cost Sharer~Pertl~ettage .-
.. ,,.+-rr~r
Costa Mesa 4.26%
Irvine 24.240
Laguna Hills 0.540
Laguna Woods 0.90%
Lake Forest 5.07%
Newport Beach 6.97%
Orange 0.890
Santa Ana 13.520
Tustin 5.92%
County of Orange 3.82%
OCFCD 7.290
IRWD 12.15°s
TIC 12.150
Lennar 2.760
(TOTAL 100.00°s
23
Final Version 7/6