HomeMy WebLinkAbout10 LEGACY PROPERTY MGMT/CARETAKER SVCSAgenda Item 10
MEETING DATE: JUNE 18, 2013
TO: JEFFREY C. PARKER, CITY MANAGER
FROM: CITY MANAGER'S OFFICE
SUBJECT: TUSTIN LEGACY PROPERTY MANAGEMENT /CARETAKER
SERVICES
SUMMARY
Approval is requested for allocation of funding for Tustin Legacy Property
Management/Caretaker services from the Land Proceeds Fund.
It is recommended that the City Council:
Approve a supplemental appropriation of $425,000 from the unappropriated reserves of
the Land Proceeds Fund (Fund 189) for Fiscal Year 2013 -2014 to fund the services
required pursuant to proposed Amendment No. 3 to the City's Consultant Services
Agreement with So Cal Sandbags for Tustin Legacy Property Management/Caretaker
Services.
FISCAL IMPACT
It is estimated that the cost of the current contract for So Cal Sandbags' property
management/caretaker services from July 1, 2013 through June 30, 2014 will not
exceed $425,000 and will be funded from the Land Proceeds Fund (189 -80 -00- 6010).
BACKGROUND
The City and So Cal Sandbags, Inc. ( "Consultant ") entered into a Consultant Services
Agreement on January 3, 2011, as amended by that certain Amendment No. 1 to the
Consultant Services Agreement dated as of June 19, 2011, and by Amendment No. 2
dated as of July 26, 2012 (as amended, the "Original Agreement ") for the provision of
property management and caretaker services for City - maintained properties located on
a portion of Tustin Legacy.
Agenda Report
Property Management/Caretaker Amendment No. 3
June 18, 2013
Page 2
Among other things, property management also includes providing erosion and
sediment control obligations across the site; otherwise, failure to ensure all erosion and
sediment control are properly installed and regularly maintained can subject the project
and City to penalties of up to $10,000 a day. There is also the need to continue to
maintain certain regulatory permits (401, 404, and 1600), previously assumed from the
former master developer, as obtained from the Regional Water Quality Control Board,
U.S. Army Corps of Engineers, and the California Department of Fish & Game,
respectively, and among other things provide the necessary authorizations to remove
certain wetland channels across the site in support of development within the Project
Area.
In addition to performing the required erosion and sediment control obligations, property
maintenance must continue to be performed (e.g., weed control/abatement, litter
collection, etc.) to protect existing grading and fill sites that have been created for
certain Tustin Legacy Backbone Infrastructure (i.e., Tustin Ranch Road construction
project boundaries, ramps for pedestrian walkways to cross Armstrong Road, Warner
Avenue and Tustin Ranch Road), fire prevention, access control to the property (e.g.,
perimeter fencing, securing and minimal maintenance of Hangar 29), and maintenance
of security fencing and gates. Until the responsibility of various Disposition Parcels are
transferred, and until such time as new developer(s) or specific capital improvement
projects are identified for all remaining portions of the property, or portions of the
property (depending on the strategy selected), management of properties within the site
must continue to ensure proper maintenance and oversight of the properties.
Pursuant to Amendment No. 1, the original Service Area was modified to remove
property associated with the Tustin Ranch Road Phase I Construction Project, and
pursuant to Amendment No. 2 additional property was added back to the total Service
Area to reflect the re-incorporation of certain properties due to changes in the Tustin
Ranch Road Phase 11 Construction Project limits. In early June 2013 the City
transferred ownership and responsibility of approximately 42 acres of certain properties
associated with Disposition Parcels 1-North and 2A to other parties; therefore, those
areas have been removed from the City Service Area. In addition, the City has elected
not to renew its landscaping contract with Spectrum Care Landscape Services as it
affects approximately 46 acres located at Tustin Legacy due to the upcoming property
exchange with the South Orange County Community College District and to realize
certain cost savings.
These changes to the City Service Area are reflected in the updated Service Area Map
attached as Exhibit A to Amendment No. 3. To determine if additional modifications to
the Service Area will be needed to reflect changes in City responsibilities of various
Agenda Report
Property Management/Caretaker Amendment No. 3
June 18, 2013
Page 3
early Disposition Parcels, Amendment No. 3 will require the City to provide confirmation
of the Service Area and notice to the Consultant by January 1, 2014 to proceed with the
second six months of service.
The initial Agreement executed on January 3, 2011 for the same services was at an
annual cost not-to-exceed $547,524 and was subsequently reduced to $425,000 after
the Consultant was on-site for a period of time and was able to better determine actual
costs. The total costs for FY 12/13 are projected to be just at or under $425,000;
therefore, the same amount is requested for FY 13/14 with the elimination of the
Spectrum Care contract and incorporating the services into So Cal Sandbags' contract
resulting in an annual savings of $71,207.16.
So Cal Sandbags, Inc. has provided property management/caretaker services on City-
maintained properties at Tustin Legacy since January 2011 and has continued to
protect the City's interest and has repeatedly exceeded the City's expectations.
Staff will be available to answer any questions.
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Project Manager
Attachment: 1. Amendment No. 3 to Consultant Services Agreement for Property
Management/Caretaker Services
AMENDMENT NO. 3
• CONSULTANT SERVICES AGREEMENT
FOR
PROPERTY MANAGEMENT /CARETAKER SERVICE
FOR A PORTION OF TUSTIN LEGACY I
This Amendment No. 3 to CONSULTANT SERVICES AGREEMENT
("Amendment No. 3") is made and entered into by and between the CITY OF TUSTIN, a
municipal corporation ("CITY") and So Cal Sandbags, Inc, a California Corporation
("CONSULTANT").
RECITALS
1. The City and So Cal Sandbags, Inc. ("Consultant") entered into that certain
Consultant Services Agreement on January 3, 2011, as amended by that certain
Amendment No. 1 to the Consultant Services Agreement dated as of June 19,
2011, and by Amendment No. 2 dated as of July 26, 2012 (as amended, the
"Original Agreement") pursuant to which, Consultant agreed to provide property
management and caretaker services for City-maintained properties located on a
portion of Tustin Legacy.
2. In approving the Original Agreement, the City Council authorized that in the event
that the City Service Area needed to be reduced as a result of construction or
property transfers during the term of the Consultant Services Agreement, the City
Manager to execute any Amendments to the Consultant Services Agreement.
3. Pursuant to Section 7 ("Term") of the Original Agreement, the Agreement may be
renewed annually, subject to budget appropriations, in accordance with the
provision set forth therein, including required Agreement changes or modification
provision contained in Section 2.5 ("Changes"). Sufficient funds have been
appropriated for the Fiscal Year 2013-14 and the City and Consultant desire to
renew the Agreement for the Fiscal Year through June 30, 2014.
4. Property management and caretaker services on City-maintained properties at
Tustin Legacy continue to be an on-going need of the City to ensure protection of
public health and safety. Failure to ensure all erosion and sediment control are
properly installed and regularly maintained can subject the City to penalties of up
to $10,000 a day. In addition, the City continues to maintain certain regulatory
permits (401, 404, and 1600), previously assumed from the former master
developer, as obtained from the Regional Water Quality Control Board, U.S.
Army Corps of Engineers, and the California Department of Fish & Game,
respectively, and that among other things provide the necessary authorizations to
remove certain wetland channels across the site in support of development at
Tustin Legacy. The site will eventually be self-mitigating with the future widening
of Peters Canyon Channel; however, since the wetlands status of channels
within the site were eliminated during the former master developer's construction
activities in compliance with regulatory permits, the channels must be maintained
in their current condition in order to avoid recreating wetlands and potentially
subjecting the City to additional mitigation requirements and associated costs.
In addition to performing the required erosion and sediment control obligations
across the site, the City must continue to perform property maintenance (e.g.,
weed control/abatement, litter collection, etc.), protect existing grading and fill
sites that have been created for certain Tustin Legacy Backbone Infrastructure
(i.e. Tustin Ranch Road Phase 11 project boundaries, ramps for pedestrian
walkways to cross Armstrong Road, Warner Avenue and Tustin Ranch Road),
fire prevention, access control to the property (e.g., perimeter fencing, Hangar
29), and maintenance of security fencing and gates.
Until the City transfers responsibility of various Disposition Parcels, and until
such time as a new developer(s) or specific capital improvement projects are
identified for all or portions of the property (depending on the strategy selected),
the City must continue to manage properties within the site to ensure proper
maintenance and oversight of the properties.
5. Pursuant to Amendment No. 1, the original Service Area was modified to remove
property associated with the Tustin Ranch Road Phase I Construction Project,
and pursuant to Amendment No. 2 additional property was added back to the
total Service Area to reflect the re-incorporation of certain properties due to
changes in the Tustin Ranch Road Phase 11 Construction Project limits. In early
June 2013 the City transferred ownership and responsibility of approximately 42
acres of certain properties associated with Disposition Parcels 1-North and 2A to
other parties; therefore, those areas have been removed from the City Service
Area. In addition, the City has elected not to renew its landscaping contract with
Spectrum Care Landscape Services as it affects approximately 46 acres located
at Tustin Legacy due to the upcoming property exchange with the South Orange
County Community College District and to realize certain cost savings.
These changes to the City Service Area are reflected in the updated Service
Area Map attached hereto as Exhibit A pursuant to Section 2.5 ("Changes"). To
determine if additional modifications to the Service Area will be needed to reflect
changes in City responsibilities of various early Disposition Parcels, Amendment
No. 3 will require the City to provide confirmation of the Service Area and notice
to the Consultant by January 1, 2014 to proceed with the second six months of
service.
6. The CITY and CONSULTANT desire to amend the Original Agreement to renew
the contract for an additional year and to modify the Service Area.
NOW, THEREFORE, based on the promises and mutual covenants herein, the
parties agree as follows:
2
AGREEMENT
1. Section 2: ("Compensation") of the Agreement is hereby amended to add:
"2.1 Compensation. For the services rendered pursuant to this Agreement,
Consultant shall be compensated and reimbursed consistent with the specific
cost line items and requirements for operating costs, as more fully set forth in
Exhibit C and which is incorporated herein by reference as though fully set forth
herein, and which shall not in any event exceed a total compensation amount for
a twelve month period of Four Hundred Twenty Five Thousand Dollars
($425,000). The monthly operating cost for the provision of caretaker /property
management services shall also not exceed the amounts as set forth in Exhibit
C. The "Not to Exceed Monthly Amount" is based on the estimated average for
the year. Because of the seasonal nature of maintaining the site particularly due
to rainfall, the "Not to Exceed Monthly Compensation Amount" in the dry months
may not be reached. In "wet" months the effort to maintain the site by the
Consultant may also result in the Consultant needing to apply additional
resources and hours which would typically exceed the "Not to Exceed Monthly
Compensation Amount ". To recognize this variation of seasonal response, time
and materials that do not get billed up to the "Not To Exceed Monthly
Compensation Amount" in any one month (the "Monthly Surplus) as shown in
Exhibit C may be applied, if determined warranted by the City, to a subsequent
month during the annual term of this Agreement based on a time and materials
basis only provided; however, in no case shall the maximum "Not to Exceed
Compensation Amount" for the year be exceeded. "
2. Section 7: ("Term") of the Agreement is hereby amended to add:
"Unless terminated in accordance with Section 8.7 of this Agreement, the term of
services under this Agreement shall commence upon execution of the
Agreement for a one (1) year period, including required Agreement changes or
modifications contained in Section 2.5. Notwithstanding the above-mentioned
provisions, the City shall also provide confirmation of the Service Area and notice
to the Consultant by January 1, 2014 prior to the Consultant proceeding with the
second six months. If modifications to the Service Area or other terms of the
Agreement are needed to reflect changes in the City's property
management/caretaker responsibilities at Tustin Legacy or changes in the City's
funding resources, changes to the Agreement will need to occur pursuant to
Section 2.5 ("Changes") prior to proceeding with the second six months of
service. "
3. Exhibit A ("Service Area Map") of the Agreement is hereby replaced with the
Service Area Map attached hereto as Exhibit A.
4. Except as amended herein, all other terms and conditions of the Original
Agreement and all the attachments and exhibits thereto shall remain in full force
and effect and are not modified by this Amendment No. 3.
IN WITNESS WHEREOF, the parties have executed this Amendment No. 3 to be
effective as of the dates stated below:
Date
CONSULTANT
"So Cal Sandbags"
Peter Rasinski
President
CITY OF TUSTIN
Date Jeffrey C. Parker
City Manager
Ulj= "VARYWAIR-Stei
Em
David Kendig, City Attorney
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