HomeMy WebLinkAbout29 - Approval of Joint Go Local Funding ApplicationCITY OF NEWPORT BEACH
CITY COUNCIL STAFF REPORT
Agenda Item 29
February 26, 2008
TO: HONORABLE MAYOR AND MEMBERS OF THE CITY COUNCIL
FROM: City Manager's Office
Homer Bludau, City Manager
9491644 -3000 or hbludau @city.newport- beach.ca.us
SUBJECT: CITY COUNCIL APPROVAL OF A JOINT "GO LOCAL" FUNDING
APPLICATION SUBMITTAL WITH COSTA MESA TO THE ORANGE
COUNTY TRANSPORTATION AUTHORITY (OCTA) FOR A STUDY
RELATED TO THE MOVEMENT OF AIR PASSENGERS WITHIN
ORANGE COUNTY
ISSUE:
Does the City Council .want to submit it
funding. application to OCTA to perform
passengers within Orange County?
RECOMMENDATION:
partnership with Costa Mesa a Go Local
a study related to the movement of air
1. Approve the Cooperative Agreement with OCTA for the Go Local program;
2. Authorize the City Manager and City Attorney to accept minor revisions that may be
requested by OCTA staff and counsel;
3. Authorize the Mayor and City Clerk to execute the final agreement; and
4. Direct staff to schedule a joint City Council meeting with the City of Costa Mesa
following the execution of the Cooperative Agreement with OCTA.
DISCUSSION:
Background: In 2006, OCTA initiated a city- directed transit program called "Go Local,"
with the goal of making the Metrolink system more accessible to Orange County
residents and to also increase system ridership. OCTA allocated $100,000 to each city
within the County, regardless of size, to explore a transit plan that connects Metrolink to
their community.
The City Managers of Newport Beach and Costa Mesa have been working together to
develop a scope of work that addresses transit links from key Metrolink stations into
John Wayne Airport. To receive OCTA's funding and initiate the study, the Newport
Beach City Council must approve a cooperative agreement with OCTA setting forth the
Go Local funding parameters. Once OCTA approves the Go Local grant application, it
is recommended the City Councils of Newport Beach and Costa Mesa hold a joint study
City Council Approval of a Joint "Go Local' Funding Application
February 26, 2008
Page 2
session to review the study's goals as they relate to JWA and future airport passenger
demands, as well as review a cooperative agreement between the two cities that
defines the parameters of the study partnership.
On Februrary 14, 2006, the OCTA Board of Directors approved a four -step process for
Orange County cities to develop transit initiatives to make Metrolink more accessible to
their communities. The four -step process is:
1. OCTA will provide a $100,000 grant to each Orange County city to develop and
conduct the initial planning. To be eligible, cities must submit an acceptable
project concept and execute the OCTA agreement;
2. OCTA will make available an additional $30M on a competitive basis to further
develop the most promising Orange County projects;
3. On availability of Measure M funds, OCTA will move projects to implementation;
4. Provide resources to transform existing Metrolink stations into major multi -modal
transportation centers.
Both Newport Beach and Costa Mesa City Councils desire to develop solutions to the
County's' aviation challenges, and a feasibility study evaluating. various means to
connect rail and /orl us transh to JWA would be consistent with both cities' goals of
addressing I ground' congestion and operation impacts of JVVA. The study scope is
proposed to focus.on' two areas:
1. Analysis of aviation- related issues
a. Evaluation of the demographics and geographic distribution of Orange County
air passengers and JWA employees to determine passenger demand for a
JWA/Metrolink connection. The study team, working closely with the JWA staff,
will evaluate passenger data collected in 2007 to detail the specific operating
parameters that would create /induce use of Metrolink service by airport
passengers and employees.
b. Assess the structural, administrative, and operational issues that impact a rail
or bus transit link into JWA.
2. Evaluation of alternate transit modes and alignments into JWA:
a. Alternate transit modes include express bus, light rail and other people movers;
b. Review previous and current transit studies completed by OCTA, the cities of
Tustin and Irvine, Metrolink, and other public agencies that might be suitable
for a JWA transit connection. The intention of this study is not to duplicate
work already accomplished or in progress, but to complement the work with
specific airport- related analysis. Augment the data and finding of these studies
with additional analysis as necessary.
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City Council Approval of a Joint `Go Local" Funding Application
February 26, 2008
Page 3
c. Assess various transit configurations into JWA based on security and
operational considerations.
OCTA has established a deadline of March 1, 2008, to approve all Go Local grant
applications. This action is in conformance with one of the key action steps in
accomplishing the Council's 2008 priority of "Minimize the adverse impacts of John
Wayne Airport through the implementation of the City's Airport Policy."
The City Manager has retained consultant Peggy Ducey to assist in the preparation of
the Go Local application. If the grant is successful, her future fees would be covered by
the grant. It is envisioned she would head the study team of consultants implementing
the proposed scope of work.
Fiscal impacts: None to City revenues. The City Council could decide it will not submit
a grant for Go Local funds, thereby, forfeiting the right to utilize the $100,000 for
Metrolink related studies. There is no City match required of this application.
CEQA Issues: None for either the application or conducting the study
Environmental - Review: The City Council's approval of this Agenda Item does not require
environmental review.
Public .Notice: This agenda item may be noticed according to the Brown Act (72 hours in
advance of the public meeting at which the City Council. considers the item).
Submitted by:
Homer Bludau
City Manager
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STEP ONE PROJECT CONCEPT
A. Study Type
XX Needs Assessment
What are the transit needs? Identify populations, congestion areas, etc.
_ Coordinating Transit and Land Use
How can a transit project support your city's land use planning policies /projects?
XX Route Planning
Existing data has identified activity centers, populations or congestion hot spots
which warrant transit service. What are the possible routes and types of transit?
Public Policy /Public Support
Does the community support transit as evidenced by land use designations and
the commitment of local stakeholders?
XX Project Concepts
Does the city have one or more general transit concepts which it would like to
explore more fully in a detailed technical analysis?
Make your Own Case
Is there a concept that addresses a need in your city that you would like the
Board of Directors to consider?
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PROJECT CONCEPT
The City of Newport Beach, serving as the "Lead Agency ", in cooperation with the City of Costa Mesa,
proposes to conduct a multi- faceted transit study to evaluate the feasibility of designing, constructing and
operating a direct transit service connection between John Wayne Airport (JWA) and surrounding key
Metrolink stations such as the Irvine and/or Tustin stations (target stations). The purpose of the study is to
analyze a quick and convenient means to transport Orange County aviation passengers and employees into
and out of JWA.
SCOPE OF WORK
1. Needs. Assessment: Through stakeholder outreach and dialogue, evaluate existing airport JWA
passenger surveys, data collection, and technical analysis of various transit altematives. This
study-will evaluate the potential passenger demand, and detail the specific operating parameters
that would create /induce use of Metrolink service by airport passengers and employees. This study
will interface Closely with the County of Orange /John Wayne Airport staff to assess the structural,
administrative, and operational issues that would be necessary to work cooperatively with JWA
operations.
2. Potential Passenger Demand Analysis: Determine ridership projections, based on an evaluation of
airport passengers and employees from existing JWA data and surveys.
a. Analyze existing data from the 2007 JWA Passenger Survey to be able to critically
evaluate the market demand for a transit link between JWA and Metrolink.
b. Develop preliminary ridership forecasts for both aviation passengers and airport
employees to estimate potential utilization of the transit connection to Metrolink.
3. Metrolink Operations and Expansion Plans as related to JWA operations.
a. Review plans for Metrolink Expansion and Amtrak services after 2009 including draft train
schedules, train car type(s) and configuration.
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b. Evaluate the on -site parking for key Orange County Metrolink stations (Irvine and/or Tustin
stations in areas where airport passengers would access Metrolink service.
4. Transit Connections from Metrolink Irvine and /or Tustin stations to JWA: Evaluate alternative
transit connections, including rubber -tire /mixed flow /express bus, fixed guideway (for example light
rail), and DMU, from the Metrolink corridor to JWA. This study will also evaluate 1 -3 locations
within the cities of Newport Beach and Costa Mesa where residents could access this JWA to
Metrolink transit service.
a. Identify and evaluate planned or proposed bus service between the subject key Metrolink
stations and JWA after 2009.
b. Review ongoing work for the development of a rubber -tire circulator system in the Irvine
Business Complex by the City of Irvine to determine the correlation to this study.
c. Review previous rail alignment studies between JWA vicinity and Irvine. Determine if any
aspect of the alignment(s) previously studied might be suitable for a future connection using
either people -mover or Metrolink- compatible (DMU) technologies.
5. John Wayne Airport. Transit Connections
a. Assess the best location and configuration for a transit station at JWA, based on current
security needs and operational considerations.
b. Financial Analysis: Develop conceptual -level capital and operating cost estimates. Evaluate
financial performance of other airport-rail operations to determine financial and funding
opportunities and challenges to implement an air -rail connection for JWA.
B. COMMITMENTS TO COOPERATE
Included in this report is a Cooperative Agreement, which is necessary to conduct a successful airport
express study, between the cities of Newport Beach and Costa Mesa. Also included is a Letter of
Cooperation from John Wayne Airport.
C. ADDITIONAL FUNDING AND STUDY BUDGET
The cities of COSTA MESA and NEWPORT BEACH have agreed to allocate 100% of their OCTA "Go
Local" funding allocation. The total budget for this study will be $200,000.
D. ADMINISTERING AGENCY
The City of NEWPORT BEACH is designated as the Administering Agency, and as such will work closely
with all the participating partners. Newport Beach will hire and manage the efforts of the Consultant team,
manage all financial activities, including payments to consultants, invoicing, and all financial reports, as well
as be responsible for all multi-agency coordination between the cooperating organizations. As the
administering agency, the City agrees to facilitate multi - agency cooperation by ensuring the partner
organizations are involved in the development of the Scope of Work and the selection of the Consultant
Team, as well.as hold regular progress meetings and distribute reports and interim studies as they become
available.
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COOPERATIVE AGREEMENT NO. C-8 -0514
BETWEEN
ORANGE COUNTY TRANSPORTATION AUTHORITY
AND
CITY OF NEWPORT BEACH
FOR
CITY INITIATED TRANSIT EXTENSIONS TO METROLINK
THIS AGREEMENT is made and entered into this day of
2008,
by and
between the Orange County Transportation Authority,
550 South Main Street, P.O.
Box
14184,
Orange, California 92863 -1584, a public corporation
of the State of California
(hereinafter referred to as "AUTHORITY "), acting on behalf of the Orange County Local
Transportation Authority, and the City of Newport Beach, Post Office Box 1768, Newport Beach,
California 92658, a municipal corporation (hereinafter referred to as "CITY ").
RECITALS:
WHEREAS, AUTHORITY considers its railroad lines linking Los Angeles and San Diego
Counties and the Inland Empire to be the core of Orange County's future rail transit system; and
WHEREAS, CITY and AUTHORITY wish to work as partners to develop a community -based
transit vision that increases use of Metrolink by Newport Beach residents, visitors, and /or
employees; and
WHEREAS, the funds allocated through this program must comply with the 1990 Measure M
ordinance which states in part that the intent is to provide matching funds to encourage development
of extensions to major activity centers and to provide access between the primary rail system and
employment centers; and
WHEREAS, CITY is encouraged to enter into written agreements with other cities to
collaborate in some or all facets of a planning and needs assessment to support this vision; and
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AGREEMENT C -8 -0614
I WHEREAS, Measure M funds have been designated for cities to study ways to accomplish
Z this; and
3 WHEREAS, CITY will develop a proposed Project Concept (further defined hereunder) which
4 will factor in, among other elements, community interests and desires; and
5 WHEREAS, the AUTHORITY's Board of Directors on February'27, 2006, allocated Measure
6 M funds to a program designed to enable cities that wish to develop a local transit vision including.
7 defined enhancements and transit extensions to Metrolink that work best with their local
8 community's short and long -term priorities (hereinafter referred to as "GO LOCAL Step 1 "); and
9 WHEREAS, CITY has completed the GO LOCAL Step 1 Project Concept form, and
10 AUTHORITY has found such concept acceptable; and
11 WHEREAS, CITY, upon AUTHORITY's execution of this Agreement, will pursue the Project
12 Concept; and
13 NOW, THEREFORE, it is mutually understood and agreed by AUTHORITY and CITY as
14 follows:
i5 ARTICLE 1. COMPLETE AGREEMENT
16 This Agreement, including all exhibits and documents incorporated herein and made
17 applicable by reference, constitutes the complete and exclusive statement of the terms and
18 conditions of the agreement between AUTHORITY and CITY concerning the GO LOCAL Step 1
iy work and supersedes all prior representations, understandings and communications between the
20 parties. The invalidity in whole or part of any term or condition of this Agreement shall not affect the
21 validity of the other terms or conditions.
zz ARTICLE 2. SCOPE
23 A. This Agreement specifies the procedures that AUTHORITY and CITY will follow in
24 connection with the GO LOCAL Step 1 work to be performed by CITY. CITY agrees to provide all
25 services identified in Project Concept, identified herein as Exhibit A to this Agreement. Both
26 AUTHORITY and CITY agree that each will cooperate and coordinate with the other in all activities
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AGREEMENT C-8 -0614
covered by this Agreement and any other supplemental agreements.
B. AUTHORITY's failure to insist upon CITY's performance of any terms or conditions of
this Agreement shall not be construed as a waiver or relinquishment of AUTHORITYs right to such
performance or to future performance of such terms or conditions and CITY s obligation in respect to
performance shall continue in full force and effect.
C. Changes to any portion of this Agreement shall not be binding upon AUTHORITY unless
confirmed in writing by an authorized representative of AUTHORITY by way of a written amendment to
this Agreement and issued in accordance with the provisions of this Agreement.
ARTICLE 3. RESPONSIBILITES OF AUTHORITY
AUTHORITY agrees to the following responsibilities for the GO LOCAL Step 1 work:
A. Payment- AUTHORITY shall pay CITY the amount identified in Article 5. PAYMENT,
for the GO LOCAL .Step 1 work within 30 days of receipt of acceptable invoice. Funds will not be
distributed to CITY if AUTHORITY has not accepted CITY's Project Concept. CITY may resubmit an
amended Project Concept for review by AUTHORITY. AUTHORITY has the sole and exclusive right
to accept or reject any Project Concept.
B. Should CITY not complete the services identified in Exhibit A, or does not meet the
terms and conditions of this Agreement, the CITY will return to AUTHORITY all monies funded to the
CITY within sixty (60) days of AUTHORITY's written demand.
C. Additional Funding- Funding beyond what has been identified in Article 5.
PAYMENT, shall be pursuant to a competitive process for projects initiated by AUTHORITY at a
date to be determined. AUTHORITY does not guarantee that CITY will be selected to advance to
the any future step in the GO LOCAL process.
ARTICLE 4. RESPONSIBILITIES OF CITY
CITY agrees to the following responsibilities for GO LOCAL Step 1 work:
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AGREEMENT C- 8-0614
1 A. Lead Agent- CITY will act as the lead agency for the GO LOCAL Step 1 work.
2 However, CITY may designate pursuant to a written partnership letter of agreement that another city
3 participating in the GO LOCAL program is serving as lead agency f or a joint Project Concept.
4 AUTHORITY shall be provided a copy of this letter within ten (10) days after the agreement has been
5 executed.
6 B. Third Party Partnerships- CITY is encouraged to collaborate with and enter into written
7 agreements with adjacent cities to advance the project consistent with the Project Concept. CITY shall
8 deliver to AUTHORITY a copy of each executed agreement within ten (10) days of execution.
9 C. Project.Reporting- Within six months from the receipt of funds, CITY shall submit to
10 AUTHORITY a progress report similar to that detailed in Exhibit B, entitled "GO LOCAL Initial
11 Progress Report," attached to and, by this reference, incorporated in and made part of this
12 Agreement. CITY shall.be required to produce a final written report (Final Report) of its findings,
13 : recommendations, and next steps according to a mutually agreed upon date, but no later than the
14 completion date of this Agreement. The Final Report will include the elements described in Exhibit
15 C, entitled "GO LOCAL Project Concept Final Report Outline." Exhibit C is attached to and, by this
16 reference, incorporated in and made part of this Agreement.
17 D. Use Of Funding- CITY shall use funding provided by AUTHORITY exclusively for the
18 services identified in Exhibit A. All funding released to CITY shall be spent in accordance with Local
19 Transportation Ordinance Number 2: The Revised Orange County Traffic Improvement and Growth
20 Management Ordinance. If CITY fails to develop and/or pursue the Project Concept in accordance
21 with said Ordinance, or the CITY uses the Funds to support or facilitate acquisition of property
22 through eminent domain or as matching funds to implement land development, all monies funded to
23 the CITY shall be returned to AUTHORITY within sixty (60) days of AUTHORITY's written demand.
24 AUTHORITY shall have sole discretion in determining whether the Project Concept has been
25 developed and /or pursued in accordance with said Ordinance. AUTHORITY may terminate this
26 Agreement, in whole or part, if the AUTHORITY determines in its sole discretion that CITY has
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AGREEMENT C- 8-0574
utilized funds in a manner leading to use of eminent domain powers. Upon AUTHORITY's
determination and written request, CITY shall return all monies in accordance with this Article.
E. Third Party Work- CITY shall deliver to AUTHORITY a copy of each executed
agreement and scope of work for services to be performed by third parties in fulfillment of the Project
Concept within thirty (30) days after the agreement has been executed.
F. Conduct- CITY shall conduct all of its activities in association with GO LOCAL Step 1
in a good and competent and professional manner and in compliance with all applicable federal,
state and local rules and regulations.
G. Modeling —CITY shall utilize existing AUTHORITY modeling results to ensure that
project results are compatible with AUTHORITY planning efforts. The AUTHORITY shall make a
good faith effort to make existing modeling results available to CITY within 2 business days of the
CITY's written request.
ARTICLE 6. PAYMENT
A. For CITY's full and complete performance of its obligations under this Agreement and
subject to the .maximum cumulative payment obligation provisions set forth in this Agreement,
AUTHORITY shall pay CITY the not to exceed lump sum amount of One Hundred Thousand Dollars
($100,000.00) within thirty (30) days after execution of this Agreement and upon receipt of
acceptable invoice.
B. As a supplement to the Final Report, CITY shall submit to AUTHORITY a Project
Expenditures Certification, as detailed in Exhibit D, which is attached to this Agreement, and
incorporated by reference, for work performed under this Agreement. The Certification shall -include,
but not be limited to, period of performance, actual expenses; classification, hours and rates of in-
house personnel, vendors, contractors, for work performed exclusively for the GO LOCAL Step 1
phase. Additionally, CITY may be required to submit this information to the AUTHORITY at any time
during the performance of this Agreement. CITY will be required to submit to AUTHORITY all
information requested within thirty (30) days from AUTHORITY's request.
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AGREEMENT C -8 -0514
ARTICLE 6. MAXIMUM OBLIGATION
Notwithstanding any provisions of this Agreement to the contrary, AUTHORITY and CITY
agree that AUTHORITY's maximum cumulative payment obligation hereunder (including CITY's
direct and indirect costs) shall be One Hundred Thousand Dollars ($100,000.00) which shall include
all amounts payable incurred solely for the purposes of the GO LOCAL Step 1 work.
ARTICLE 7. AUDIT AND INSPECTION
CITY shall maintain a complete set of records in accordance with generally accepted
accounting principles and in accordance with Local Transportation Ordinance Number 2: The
Revised Traffic Improvement and Growth Management Ordinance. The original records shall be
maintained within the CITY limits. Upon reasonable notice, CITY shall permit the authorized
representatives of the AUTHORITY to inspect and audit all work, materials, payroll, books, accounts
and other data and records of CITY for a period of not less than four (4) years.after final payment, or
until any on -going audit is.completed whichever is longer. For purposes of audit, the date of
completion of this Agreement shall be the date of AUTHORITY's payment for CITY's final billing (so
noted on the invoice) under this Agreement. AUTHORITY shall also have the right to reproduce any
documents related to this Agreement. by whatever means necessary.
ARTICLE 8. INDEMNIFICATION
CITY shall indemnify the AUTHORITY and defend and hold harmless the AUTHORITY and
their officers, directors, employees, and agents from and against any and all claims (including
attorney's fees and reasonable expenses for litigation or settlement) for any loss or damages, bodily
injuries, including death, damage to or loss of use of property caused by the negligent acts,
omissions or willful misconduct by the Parties and their officers, directors, employees, and agents in
connection with or arising out of the performance of this Agreement.
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AGREEMENT C- 8-0574
ARTICLE 9. ADDITIONAL PROVISIONS:
The AUTHORITY and CITY agree to the following mutual responsibilities:
A. Term for Funding — AUTHORITY and CITY shall execute a Cooperative Agreement
on or before March 1, 2008 for Step 1 funds.
B. Term of Agreement- This Agreement shall continue in full force and effect through
June 30, 2008, unless terminated by mutual written consent by both Parties. The term of this
Agreement may only be extended upon mutual written agreement by both Parties.
C. Termination - AUTHORITY may terminate this Agreement for its convenience any
time, in whole or part, by giving CITY written notice thereof.
D. Modifications- This Agreement may be amended in writing at any time by the mutual
consent of both Parties. No amendment shall have any force or effect unless executed in writing by
both AUTHORITY and CITY.
E. Legal Authority- AUTHORITY and CITY hereto warrant that they are duly authorized
to execute this Agreement on behalf of said Parties and that, by so executing this Agreement, the
Parties hereto are formally bound to the provisions of this Agreement.
F. Notices- Any notices, requests or demands made be tween the parties pursuant to
this Agreement are to be directed as followed:
To CITY: To AUTHORITY:
City of Newport Beach Orange County Transportation Authority
P.O. Box 1768 550 South Main Street
P. O. Box 14184
Newport Beach, CA 92658 Orange, CA 92863 -1584
ATTENTION: Steve Badum Attention: Kathleen Murphy- Perez,
Public Works Director Section Manager, Capital Projects
(949/644- 3311); (714/560- 5743); kperez @octa.net
sbadum@city.newport-beach.ca.us
c: Kia Mortazavi, Executive Director,
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AGREEMENT C -8 -0514
Development Division
G. Severabilitv- If any term, provision, covenant or condition of this Agreement is held to
be invalid, void or otherwise unenforceable, to any extent, by any court of competent jurisdiction, the
remainder to this Agreement shall not be affected thereby, and each term, provision, covenant or
condition of this Agreement shall be valid and enforceable to the fullest extent permitted by law.
H. Counterparts of Agreement- This Agreement may be executed and delivered in any
number of counterparts, each of which, when executed and delivered shall be deemed an original
and all of which together shall constitute the same agreement. Facsimile signatures will be
permitted.
I. Force Maieure- Either Party shall be excused from performing its obligations under this
Agreement during the.time and to the extent that it is prevented from performing by an unforeseeable
cause beyond its control, including but not limited to: any incidence of fire, flood; acts of God;
commandeering of material, products, plants or facilities by the federal, state or local government;
national fuel shortage; or a material act or omission by the other party; when satisfactory evidence of
such cause is presented to the other Party, and provided further that such nonperformance is
unforeseeable, beyond the control and is not due to the fault or negligence of the Party not performing.
J. Assignment- Neither this Agreement, nor any of a Party's rights, obligations, duties, or
authority hereunder may be assigned in whole or in part by either Party without the prior written consent
of the other Party. Any such attempt of assignment shall be deemed void and of no force and effect.
Consent to one assignment shall not be deemed consent to any subsequent assignment, nor the
waiver of any right to consent to such subsequent assignment.
K. Obligations Comply with Law- Nothing herein shall be deemed nor construed to
authorize or require any Party to issue bonds, notes or other evidences of indebtedness under terms, in
amounts, or for purposes other than as authorized by local, State or Federal law.
L. Governing Law- The laws of the State of California and applicable Federal, State, local
laws, regulations and guidelines shall govern hereunder.
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AGREEMENT C -8 -0514
This Agreement shall be made effective upon execution by both parties.
IN WITNESS WHEREOF, the parties hereto have caused this Agreement No. C -8 -0514 to be
executed on the date first above written.
CITY OF NEWPORT BEACH ORANGE COUNTY TRANSPORTATION AUTHORITY
By: By:
Edward D. Selich Arthur T. Leahy
Mayor Chief Executive Officer
ATTEST: APPROVED AS TO FORM:
Bv:
LaVonne M. Harkless
City Clerk
APPROVED AS TO FORM:
By:
Robin Clauson
City Attorney
By:
Kennard R. Smart, Jr.
General Counsel
APPROVAL RECOMMENDED:
By:
Kia Mortazavi, Executive Director
Development Division
Dated:
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AGREEMENT C- 8-0514
STEP ONE PROJECT CONCEPT
To qualify for funds your city project must focus on assessing ways to provide transit
connections to Metrolink. Complete the Project Concept, and return with a signed Cooperative
A. Study Type
Project Concept assessments can cover or study any of the following topics. Please review
the descriptions below and indicate the type of analysis you expect to perform by placing an (x)
next to one (or more) of the following:
Needs Assessments
What are the transit needs? Identify populations, congestion areas, etc.
Coordinating. Transit and Land Use
How can a transit, project support your city's land use planning policies/projects and
vice versa?
Route Planning
Existing data has identified activity centers, populations or congestion hot spots which
warrant transit service. What are possible routes and types of transit?
Public policy /public support
Does the community support transit as evidenced by land use designations and the
commitment of local stakeholders?
Project Concepts
Does the city have one or more general transit concepts which it would like to explore
more fully in a detailed technical analysis?
Make your own case
Is there a concept that addresses a need in your city that you would like the Board of
Directors to consider? Is this need consistent with the Measure M requirements that
funds be spent on transit - related purposes to extend the reach of Metrolink?
B. Project Overview
Please include a 250 to 300 word overview of your Project Concept.
C. Partners
Please attach any letters of agreements which identify other jurisdictions participating in this
Project Concept and your respective roles (See Checklist on Website).
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AGREEMENT C -8 -0514
INITIAL PROGRESS REPORT
City/Date:
A. Project Overview Progress Report
Prepared
Please include a 200 -300 word description of progress to date. To the extent possible, you
should describe what you are working on, your methodology, key staff and/or stakeholders,
and any preliminary results.
B. Project Resources
Please indicate all that apply:
♦ We've been utilizing consultants
(Name(s)':
♦ We've been doing some or all
of the work in -house
♦ We have partnerships with:
(Include if not listed in Exhibit A)
C. Financial Report
Percentage of funding committed expended
We foresee obstacles to completing the Project Concept scope with the funds available.
No Yes_
If yes, please explain in an attachment.
Return to: Darrell Johnson, Director, Transit Project Delivery
550 South Main Street
P.O. Box 14184
Orange, CA 92863 -1584
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AGREEMENT C -8 -0514
EXHIBIT C
PROJECT CONCEPT
FINAL REPORT OUTLINE
At the conclusion of Project Concept work, all cities will submit a Final Report within
days utilizing the outline below. Sections Five and Six below will constitute your
proposal for the next phase of work.
1. Summary of Project (1 page)
2. Study Questions 0 page)
3. Methodology Used (1 page)
4. Results. (3 -5 pages)
Report against the Evaluation Criteria, i.e. financial considerations,
community factors, transportation benefit.
5. Findings (4 -5 pages)
Your analysis of the results
6. Next Steps (5 -7 pages)
Identify:
• what you wish to do next,
• the methods you would use,
• the staff, resources, and time you would need;
• what you would expect to determine, and
• the budget, your agency contribution, any partnerships and their
contributions.
Return to: Darrell Johnson, Director, Transit Project Delivery
550 South Main Street
P.O. Box 14184
Orange, CA 92863 -1584
Page 12 of 13
Revised 2/11/2008
2�
AGREEMENT C -8 -0514
EXHIBIT D
PROJECT CONCEPT
Project Expenditures Certification
SAMPLE
Consultant
Contract
. :Cost
In -house
Total hours charged to
TOTAL
Number
Column A
Labor
project x fully burdened;
add A 8 B
hourly rate
MROW
ABC
001
:95AD
Sr.
500 hours x $85 1hr
d`. s s
.
Planner
XYZ
002
`30,000.- : ` ::
Admin
100 x $25 /hr
Asst.`
000 ; -
100;000
I hereby certify that the above is a true and correct statement of the work performed and costs
incurred on the Project Concept.
Date
Signed
Title
Return to: Darrell Johnson, Director, Transit Project Delivery
550 South Main Street
P.O. Box 14184
Orange, CA 92863 -1584
Page 13 of 13
Revised 2/11/2008
a1