HomeMy WebLinkAbout1977-20 CRA
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9/13/77
RESOLUTION NO. 77-20
A RESOLUTION OF THE COMMUNITY REDEVELOPMENT
AGENCY OF THE CITY OF SANTA ANA APPROVING
AN AGREEMENT BETWEEN THE COMMUNITY REDEVELOP-
MENT AGENCY OF THE CITY OF SANTA ANA AND
KEYSER MARSTON ASSOCIATES, INC., FOR ECONOMIC
SERVICES.
WHEREAS, the Community Redevelopment Agency of the
City of Santa Ana desires to enter into an agreement with
Keyser Marston Associates, Inc., for its services in con-
ducting economic and financial studies in connection with
the Community Redevelopment Projects; and
WHEREAS, Keyser Marston Associates, Inc., has agreed
to perform the desired services in accordance with the terms
and conditions set forth in said agreement.
NOW, THEREFORE, BE IT RESOLVED by the Conununi ty
Redevelopment Agency of the City of Santa Ana as follows:
1. That certain agreement between the Community Re-
development Agency of the City of Santa Ana and Keyser Marston
Associates, Inc., entitled "Agreement Between the Community
Redevelopment Agency of the City of Santa Ana and Keyser Marston
Associates, Inc., for Economic Services," form dated September 13,
1977, is hereby approved.
2. The Chairman is hereby authorized and directed
to execute said agreement on behalf of the Community Redevelop-
ment Agency of the City of Santa Ana.
ADOPTED this
by the following vote:
19th
September
day of
, 1977,
AYES: MEMBERS: Ward, Ortiz, Garthe
NOES: MEMBERS: Bricken, Yamamoto
ABSENT: MEMBERS: Evans, Brandt
ATTEST:
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RICHARD E. GOBLIRSCH
Executive Director/
Recording Secretary
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AVID'L. RANDT, CHAI
APPROVED AS TO FORM:
¿S:::;f¿
KEITH L. GOW
Agency Legal Counsel
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CAPABILITY STATEMENT
Land Use Economics
Policy - Feasibility - Implementation
IŒYSER MARSTON ASSOCIATES, INC.
303 Sacramento Street
San Francisco, California 94111
AND
715 San Lorenzo Street
Santa Monica, California 90402
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Keyser MarstonAssociates.lnc.
Land Use Economics
Policy, Feasibility. Implementation
303 Sacramento Street
San Francisco, California 94111
(415) 398-3050
715 San Lorenzo Street
Santa Monica, California 90402
(213) 459-2867
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Keyser Marston Associates, Inc. is a professional consulting firm
established to provide services to public and private sector clients
in the areas of land economics, real estate market and financial
analysis, and public regulatory policy affecting the use, develop-
ment, and redevelopment of land resources. Specific services to
the public sector include: land use market and feasibility studies,
cost revenue analyses, and consulting in land disposition.
The firm of Keyser Marston Associates, Inc. emphasizes, on major
urban assignments, a team concept which closely coordinates the
various professional services such as urban planning, architecture,
engineering, and transportation analysis to provide a multi-disci-
pline approach to land use economics.
A. Jerry Keyser and Michael Marston, the principals of the firm,
have a combined total of nearly thirty years experience as economic
and development consultants, and were senior officers of the urban
economics division of a major national consulting firm before estab-
lishing their own practice. The principals have served as advisors
on numerous projects from initial project planning through project
implementation.
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KEYSER MARSTON ASSOCIATES, INC.
ECONOMIC STUDIES FOR
PUBLIC SECTOR CLIENTS
FEASIBILITY AND IMPLEMENTATION STUDIES
CLIENT
TYPE OF STUDY AND LOCATION
Pasadena Redevelopment Agency
Disposition consulting reuse value
estimates for the downtown redevel-
opment project. Also, special
market and financial analysis for
potential developers, Pasadena,
California.
San Diego Redevelopment Agency
Economic/land marketing consulting
for the Horton Plaza project, San
Diego, California.
Community Redevelopment Agency
of the City of Los Angeles
Market and disposition consulting
in the Bunker Hill Urban Renewal
project area, Los Angeles, Cali-
fornia.
Citizens Waterfront Committee
Determination 'of the economic feasi-
bility and implementation procedures
for developing a recreational commer-
cial park on the San Francisco Port
property; San Francisco, California.
State of California, Division of
Bay Toll Crossings
Economic utilization study for the
Transbay Transit Terminal Building,
San Francisco, California.
Ci ty of Ing1ewood
Economic base and financial forecast-
ing for the Community Renewal Program,
Inglewood, California.
Oakland Redevelopment Agency
Disposition consulting and reuse value
estimates for the Oakland City Center
Project; Oakland, California.
San Jose Redevelopment Agency
Disposition consulting and reuse value
estimates for the downtown San Antonio
redeve10pment- project, San Jose,
California.
City of Concord
Market, financial and implementation
analysis, City of Concord, California.
City of Pleasant Hill
Economic and financial feasibility
of a downtown multi-use project;
Pleasant Hill, California.
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KEYSER MARSTON ASSOCIATES, INC.
ECONOMIC STUDIES FOR
PUBLIC SECTOR CLIENTS
POLICY ECONOMICS
CLIENT
TYPE OF STUDY AND LOCATION
San Francisco Planning and Urban
Research Association (SPUR) and
HUD
Fiscal and economic impact analysis
of intensive high-rise commercial de-
velopment; San Francisco, California.
City of Pinole
Economic and fiscal analysis for re-
development planning alternatives
including financing plans and fis-
cal impact studies; Pino1e, California.
u. S. Corps of Engineers and
The City of North Bonneville
Economic and fiscal analysis pertinent
to the comprehensive plan, and environ-
mental assessment report for reloca-
tion of the City of North Bonneville,
Washington, necessitated by construc-
tion of a second powerhouse at Bonne-
ville Dam on the Columbia River.
Pasadena Redevelopment Agency
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Costjbenefit and socio-economic impact
studies for downtown retail development;
Pasadena, California.
City of Santa Monica
Consultation on cost/revenue analysis
for selection among development altern-
atives for a large site in Santa Monica,
California,.
Ci ty of Napa
Fiscal cost/revenue analysis and econ-
omic impact evaluation in a general
plan revision process; Napa, California.
Communi ty Redeve lopment Agency
of the City of Los Angeles
Socio-economic impact and financial
feasibility analysis of a circulation/
distribution program for the Los Angeles
CBD; Los Angeles, California.
City of San Rafael
Economic analysis of open space and
housing elements of a new general plan
leading to recommendations for plan
implementation in the San Rafael plan-
ning area; San Rafael, California.
Metropolitan Transportation
Commission
Analysis of the Nine Counties of the
Bay Area as to the social and economic
impact of the proposed regional trans-
portation plan; San Francisco Bay Area,
California.
Keyser Marston As~ociate3A
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KEYSER MARSTON ASSOCIATES, INC.
ECONOMIC STUDIES FOR
PRIVATE SECTOR CLIENTS
CLIENT
TYPE OF STUDY AND LOCATION
Kaiser Aetna
Cost/revenue analysis of Laguna Seca
Ranch for a 1,000 acre residential
and commercial development 'adjacent
to Monterey, California.
Inland Steel Development
Corporation
Residential - Condottdnium feasibil-
ityeva1uation; Monterey, California.
Terra California
(Rossmoor Leisure World)
Analysis of the financial impact on
existing residents of doubling the
size of the present project; Walnut
Creek, California.
Yerby Corporation
Economic consultant for San Francisco
Executive Park, a multi-""'" aO-acre
project, featuring office and hotel
uses with special emphasis on the
implementation and fiscal impact
of the project on the City and County
of San Francisco, California.
Singer Housing
Retail - Market analysis for retail
opportunities; San Leandro, California.
Portman Properties
Retail demand anal~is for Embarcadero
Center; ~San Francisco, California.
Felice Winery
Land use feasibility analysis of Winery
Village, USA; Morgan Hill, California.
Harden Properties
Cost(benefit analysis of residential
development on Harden property; Salinas,
California.
Thomas L. Karsten Associates
and Amoco Realty Company
Market analysis of retail potential
for a multi-use project in downtown
Los Angeles, California.
Home Savings & Loan Association
Market review for proposed industrial
project; San Jose, California. Market
evaluation of proposed office complexes
at Redwood Shores, Redwood City,
California and Menlo Park, California.
Residential market analysis; Menlo
Park, California and multi-use site
evaluation study; La Mesa, California.
Keyser Marston ASSOCiaM. A.
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A. JERRY KEYSER
Principal, Keyser Marston Associates, Inc.
Former vice President and Member of the Board, Larry smith and Company,
Inc. ¡ and President, Urban Economics Division of Larry Smith and Com-
pany, Inc., San Francisco, California.
Education and background information is summarized as follows:
Undergraduate degree in
political science and
economics
Cornell University, New York
Master's degree in real estate
and finance
Columbia University Graduate School
of Business, New York
Mr. Keyser is a member of the Lambda Alpha Honorary Land Economics
Fraternity. He has served as a member of the Statewide Technical
Advisory Connnittee For Review of Community Redevelopment Law and
Tax Increment Financing. He is a former Member of the Board and
Chairman of the Planning Connnittee for the San Francisco Planning
and Urban Research Association (SPUR). He is also a member of the
National Association of Housing and Redevelopment Officials, and
an officer of the Land executives Association. He has been a
guest lecturer of Urban Economics at the universíty of California,
Berkeley; at Merritt College, Oakland; and at California State
University at Sacramento.
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Mr. Keyser has supervised and undertaken a wide variety of assignments.
A partial list includes:
-- Market, disposition, and tax increment financial feasibility anal-
ysis for the Redevelopment Agency of the City of San Diego, Horton
Plaza, San Diego, California.
-- Market, disposition, and tax increment financial feasibility anal-
ysis for the Redevelopment Agency of the city of Pasadena, Cali-
fornia.
Convention center ecOnomic feasibility study in downtown Monterey
for the Redevelopment Agency of the City of Monterey, California.
-- Economic impact analysis for the Nine County Bay Area proposed
regional transportation plan for the Metropolitan Transportation
Commission.
-- Economic and fiscal analysis for redevelopment planning alternatives
including financing plans and fiscal impact studies, City of Pino1e,
California.
-- Costjbenefit impact analysis of intensive, high-rise commercial
development on the City of S,an Francisco for San Francisco Planning
and Urban Research Association (SPUR) and HUD.
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Keyser MarstonAssociates,lnc.
A. JERRY KEYSER
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-- Economic and financial impact evaluation of the Interstate 90 Free-
way and Mercer Island, Washington, for the Mercer Island Interstate
90 Design Team.
-- Consultation on cost revenue analysis for selection among develop-
ment alternatives for a large site in Santa Monica, California.
-- Retail p~tential analysis for Portman Properties, E~arcadero Cen-
ter; San cFrancisco, California.
-- Socio-economic impact analysis of a circulation/distribution pro-
gram for the Los Angeles Central Business District.
-- Residential condominium feasibility evaluation for Inland Steel;
Monterey, California.
-- Market analysis of retail opportunity for Singer Housing Company;
San Leandro, California.
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-- Market demand and economic analysis for Ferry Port Plaza, proposed
multi-use pier development on San Francisco Bay.
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-- Special market and financial studies leading ~o a redevelopment
program in the Sacramento LPA, City Center Project; Sacramento,
California.
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-- Market, investment, and blight analysis for Hallmark Cards, Crown
Center Project; Kansas City, Missouri.
-- Impact analysis of BART extension to Livennore-Pleasanton for the
BART Livermore-P1easanton extension board.
-- Disposition consulting and residual land value estimates for the
Oakland Redevelopment Agency, City Center Project; Oakland, Cali-
fornia.
-- Land use and marketability study for the Oakland Redevelopment Agency;
Chinatown, Stanford/Adeline,. and Elmhurst Project; Oakland, California.
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-- A study to analyze the business climate and opportuni tJ:es for job
development in the State of California and to develop recommenda-
tions and actions calculated to enhance the State's advantages and
to overcome its current concerns, conducted ~or the California Roundtable.
-- Economic base and financial forecasting for the City of Ing1ewood,
California, Community Renewal Program.
-- Economic base and land use forecasting for the transportation pro-
gram of the City of Spokane, and'market and assessment district
financing analysis for Spokane's City Center Revitalization Pro-
gram, Spokane, Washington.
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Keyser Marston Associates.lnc.
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MICHAEL MARSTON
Prinqipal, Keyser Marston Associates, Inc.
Former Executive Vice President, Urban Economics Division of Larry Smith
and Company, Inc., and Vice President of Larry Smith and Company, Inc.
(with the firm for nine years). Mr. Marston has fourteen years exper-
ience in land use 'economic consulting in California. He has been lo-
cated in San Francisco and worked with A. Jerry Keyser for the entire
fourteen years.
Education and bac,kground information is summarized as follows:
undergraduate studies
University of California
Berkeley, California
Graduate studies
London School of Economics,
London, England
Lecturer at U.S. and English universities on Urban Economics. Lec-
turer for Future of American City Center series, broadcast and re-
broadcast by the British Broadcasting Corporation over a three-
year period.
Chairman of Waterfront Committee and member of the Board of Directors,
San Francisco Planning and Urban Research Associátion (SPUR). Member
of the Board of Trustees, Youth for Service. Vice President and
member of the Board of Directors, People for Open Space. Member,
Economic Round Table. Member of Land Executives Association. For
further references, see Who's Who in the West.
The following list presents a representative sample of the projects where
Michael Marston has had major analytical and supervisory experience:
-- Restoration and rehabilitation feasibility analyses - Napa, San
Rafael, Oakland, Pasadena, California.
-- Housing assistance studies - Fresno, San Rafael, San Jose, Santa
Rosa, California.
-- Residential, market and financial studies - Fremont, Concord,
Monterey Peninsula, Pasadena, San Diego, Los Angeles, Napa, Fresno,
San Jose, Oakland, Martinez, California; Kansas City, Missouri;
Bi1oxi, Mississippi; puget Sound area, Washington (new town);
Litchfield Park (new town), Scottsdale, Arizona; Oklahoma City,
Oklahoma; Portland, Beaverton, Albany, Oregon.
-- Central Business District Revitalization - Concord, Napa, San Rafael,
Fresno, Centerville (Fremont), Lafayette, San Jose, Pasadena, Cali-
fornia; Portland, Ontario, Ashland, Bend, Oregon; Yakima, Washington;
and Oklahoma City, Oklahoma.
-- Industrial and economic development studies - Sacramento, Fresno,
san Jose, San Rafael, California; Fort Worth, Texas; Oklahoma City,
Oklahoma.
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MICHAEL MARSTON
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-- Private sector consulting experience on commercial and residential
projects, including clients such as Home Savings and Loan Association,
~iser Aetna, Inland Steel Development Corporation, Terra California
(Rossmoor, Walnut Creek), Yerby Corporation, Lone Star Industries,
Del Monte CCirporation, American Factors (Amfac) , Macy's, and Embar-
cadero Center (a joint venture of David Rockefeller and Associates,
Trammel Crow, PIC Realty Corporation, a subsidiary of the Prudential
Insurance Company of America, and John Portman and Associates.
Mr. Marston has supervised and undertaken a wide variety of assignments.
A partial list of specific projects includes:
-- Economic impact analysis on the relocation of a town as a result of
a new powerhouse at Bonneville Dam (for the Army Corps of Engineers),
Washington.
Analysis of housing needs versus housing affordability in the City of
Santa Rosa.
-- A study to analyze the business climate and opportunities for job
development in the State of California and to develop recommendations
and actions calculated to enhance the State's advantages and to over-
come its current concerns, conducted for the California Roundtable.
-- Economic and financial feasibility of land use projects in the
Irvington and Niles areas of Fremont, California.
-- Development alternatives evaluation of a 755 acre parcel of varying
terrain located adjacent to Gilroy on the west. The evaluation was
in terms of residential alternatives for the property owner consistent
with the regulatory and policy objectives of the public agencies with
jurisdiction over the property.
-- An in-depth analysis to develop a broad range program for the de-
velopment of market rate housing in the Fresno Central Area. Major
tasks included an in-depth market analysis, designation of appropriate
development sites and financial analysis. The key issue was the iden-
tification of what is required to introduce market rate housing in the
city center. Special emphasis was placed on introducing new market
rate housing adjacent to and in conjunction with the rehabilitation of
the "old town" mixed use area.
-- Market evaluation, financial feasibility analysis and coordination with
affected public agencies to establish the development program, including'
preparation of the development concept plan (which was the basis for the
revision of the general plan) for a 250 acre parcel located adjacent to
the Sacramento River, in Redding, California.
-- Market analysis of 39 acre parcel located in Fremont, adjacent to a
proposed regional park, to identify demand for, and probable timing of,
development of the property for residential uses including apartments,
townhouses and single family homes.
Keyser Marston ASSOCi~Ac.
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RICHARD L. BOTTI
Senior Associate, Keyser Marston Associates, Inc.
Former Principal and vice President, Urban Projects, Inc., Los Angeles, Cali-
fornia. Former Associate, Larry Smith and Company, San Francisco, California.
Education and background information is summarized as follows:
Undergraduate Degree in
Architecture and Economics
uni versi ty of Michigan, Ann Arbor
Master's Degree in City
Planning
Rackham School of Graduate Studies,
University of Michigan, Ann Arbor
Master's Degree in Business
Administration
University of California, Berkeley
Awards/Activities
Research Assistant - Center for Real Estate and Urban Land Economics, Univer-
sity of California, Berkeley. Research activities were concentrated on the
development of a large, computerized simulation model of the SaIL Francisco
Bay Area.
Teaching Fellow - College of Architecture and Design, university of Michigan
Alpha Rho Chi - Architectural Medal - Awarded by the College of Architecture
and Design, University of Michigan in 1965. Awarded in recognition of various
school activities.
Mr. Botti has supervised and undertaken a wide variety of assignments.
partial list of recent clients include:
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-- Financial analysis and review of private sector participation of LA CBD
People Mover.
-- Socio-economic analysis of Santa Monica CBD People Mover.
-- Analysis of development strategies for downtown Anaheim.
-- Financial analysis and review o~ appropriate merchandising programs for
the central area of Culver City.
-- Economic and financial analysis, and development of planning and implemen-
tation policies for the revitalization of the CBD, Merced, California.
-- Analysis of physical and economic problems of developing the Oakland City
Center within the context of the urban renewal program in downtown Oakland,
California.
-- Worked with project architects to develop a physical design within various
market, financial, and public constraints placed upon the Ferryport Plaza
project, San Francisco, California.
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KeyserMarstonAssociates.lnc.
KATE E. FUNK
Associate, Keyser Marston Associates, Inc.
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Joined Larry Smith and Company in 1968; has been with Keyser Marston since
its inception over 5 years ago.
Education and background information is summarized as follows:
Graduate in political
science
Smith College,
Northampton, Massachusetts
Director, In:t;ormation Center of the Wor"ld Affairs Council, Boston.
(Work involved the review of large volumes of written material for
the preparation of discussion outlines, bibliographies, etc.) 1965-
1967.
A partial list of proj ects in which Mrs. Funk has had a major role includes:
-- Housing assistance studies in Santa Rosa, San Jose and Frèsno,
California.
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-- Tax increment feasibility analysis for projects located in San
Rafael, Napa, Concord, San Jose, San Diego, Fremont, California;
and Albany, Oregon.
-- Economic marketability and planning studies for Marin City, Eureka
Fresno, Concord, San Jose, San Diego, San Rafael, Beneèia, Watson-
ville, fUd Fremont, California.
-- Economic impact analysis on the relocation of a town as a result of
a new powerhouse at Bonneville Dam (for the Army Corps of Engineers),
Washington.
-- Impact analysis on the relocation of a portion of Highway 95 near
Lewiston, Idaho.
-- Retail Analyses for Eugene and Albany, Oregon; and San Leandro,
Redding, Napa, San Rafael, San Jose, San Francisco and San Mateo
County, California.
-- Rehabilitation analyses for"a commercial area near downtown Oakland,
for a building in downtown Napa, and an old mansion in San Rafael.
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-- Reuse appraisals in downtown Redding and Pasadena, California; and
for a regional shöpping center site in down1;own Oakland. "
-- Market, financial, cost/benefit and implementation analyses
mixed-use projects such as a $93 million tivo1i-type project
San Francisco Waterfront, and a Mexican-American mercado and
in downtown San Jose, California.
for
on the
park
-- Economic base studies for Topeka, Kansas; Lewiston, Idaho; North
Bonneville, Washington; Eureka, Watonsvi11e, Atwater and Fresno,
California.
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TIMJTHY C. KELLY
Associate, Keyser Marston Associates, ,Inc.
Joined the Urban Economics Division of Larry Smith and Company in 1971; has
been with Keyser Marston Associates since its inception over 5 years ago.
Education and background information is summarized as follows:
undergraduate degree in
economics
University of California,
Los Angeles, California
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Graduate degree in business
administration.
University of California
Los Angeles, California
Mr. Kelly served as a business analyst for the South Central Improvement
Action Council in South Central Los Angeles. IMPAC is the Los Angeles
affiliate of the U.S. Department of Commerce's Office of Minority Busi-
ness Enterprise.
A partial list of economic studies undertaken by Mr. Kelly includes:
-- An analysis of market opportunities for the development of new
residential projects in downtown Fresno, California.
-- Environmental impact report for the downtown redevelopment project
in the City of Pasadena, California.
-- Retail feasibility study for the Centrum, a major, multi-use de-
velopment in downtown Los Angeles, California.
-- Disposition value estimates for major retail centers in Bakersfield,
Long Beach, Pasadena, Torrance, and Santa Monica, California.
-- Disposition value estimates for major office sites in the downtown
redevelopment project in the City of Pasadena, California.
-- Operation and maintenance cost analysis of the proposed expansion
of Rossmoor, California.
-- Statement of mutual benefits and tax, allocation bonding capacities
by project area for the over~ll central city, San Bernardino,
California.
-- Economic impact analysis of Bay Area Rapid Transit (BART) to the
Livermore/Pleasanton area (study sponsored by BART).
-- Retail market potential for the Embarcadero Center, San Francisco,
California.
-- Retail, motor lodge, and conference center potential for downtown
Bend, Oregon.
-- Tax increment analysis for major multi-use project adjacent to
downtown Portland, Oregon.
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KeyserMarstonAssociates. Inc.
TIMOTHY C. KELLY
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Land disposition and marketing program for major multi-use projects
located in downtown Los Angeles, California.
-- Economic and financial feasibility of a major land USe project
located in downtown Pleasant Hill, California.
Cost benefit analysis of a regional shopping center located in down-
town Pasadena, California.
-- Retail market feasibility analysis for a specialty retail center
located in Morgan Hill, California.
-- Retail market feasibility for department store and specialty retail
spaces located in downtown Portland, Oregon.
Evaluation of condominium conversion feasibility high-rise resi-
dential project in San Francisco, California.
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Evaluation of condominium potential low-rise residential units in
Monterey, California.
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-- Review of residential development opportunities for rental and sale
units in the Bunker Hill project located in downtown Los Angeles,
California.
-- Analysis'of the development potential of the Nine-County San Fran-
cisco Bay Area, by suhmarket area, for detached and attached single-
family units, low-rise condominiums and planned unit development.
-- Economic and fiscal analysis for redevelopment planning alternatives
including financing plans and fiscal impact studies, in the City
of Pino1e, California.
-- Market and financial feasibility of a convention center located at
Sierra Point in Brisbane, California.
-- Economic impact analysis and private sector funding analysis for
a People Mover system in downtown Los Angeles.
-- Economic and financial feasibility of land use projects in the
Irvington and Niles areas of Fremont, California.
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9/13/77
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AGREEMENT BETWEEN THE COMMUNITY REDEVELOPMENT
AGENCY OF THE CITY OF SANTA ANA AND JŒYSER
MARSTON ASSOCIA'rES, INC., FOR ECONOMIC SERVICES
day of
'l'HIS AGREEMENT, made and entered into this -
,1977, by and between the COMMUNITY REDEVEL-
OPMENT AGENCY OF THE CITY OF SANTA ANA, a public body, corporate
and politic, hereinafter referred to as -Agency. and Keyser
Marston Associates, Inc., a California corporation, hereinafter
referred to as .COntractor..
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RECITALS:
1.
Agency is undertaking certain activities neces-
aary for the execution of the Community Redevelopment Project
(hereinafter referred to as .Project.), the boundaries of which
are delineated on the attached map incorporated herein as Ex-
hibit .A..
2.
Agency desires to engage the consulting services
of Contractor to prepare economic and financial studies of pro-
posals for development within the Redevelopment Project and
to render certain technical advice, assistance and services
in connection with Agency activities.
3.
Contractor represents that it is authorized
and qualified to provide such services to Agency.
WHEREFORE,~ consideration of the respective and
mutual convenants and agreements hereinafter contained and
made, and subject to all the terms and conditions hereof, the
parties hereto do hereby agree as follows:
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EMPLOYMENT OF CONTRACTOR
Aqency does hereby employ Contractor to perform the
services hereinaf~er set forth in connection with the Project,
for the compensation and upon the terms and conditions set forth
herein; and Contractor hereby accepts employment and agrees
to perform each and all said services for the compensation and
upon the terms and conditions set forth herein.
II
SCOPE OF SERVICES
Contractor agrees to render consultation and advice
to Agency on economic, financial, marketing and appraisal matters
necessary to the implementation of the Project in the form and
to the extent specified by Agency when and as needed, such ser-
vice
to include the following:
1.
Consult, assist and advise Agency with respect
to marketing, financial and disposition problems,
including the financial testing of land use and
development concepts proposed by, or to be pre-
sented to, prospective developers.
!1'l1e purpose
of Contractor's services shall be. to assist Agency
in identifying and implementing specific devel-
opment projects which can be undertaken within
2.
the private sector.
Evaluate the plans and programs of other consult-
ants of Agency, and assist such consultants on
matters related to market potential, financial
3.
feasibility and economic impact.
Undertake detailed economic/financial analysis
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as may be required related to developer proposals.
Identify prospective developers and tenants,
and participate in formal and informal discussions
and presentation with 8uch prospective developers
and tenants, other community officials, and the
public.
2.
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5.
'Undertake, when required, limited market feasi-
bility studies, and the refinement and expansion
of marketing strategy and tactics to meet con-
cUtions as they develop.
6.
Assist in public education and information as
to the program and the specifics that would be
involved in all aspects of redevelopment pertain-
ing to Contractor's expertise.
7.
Advise and consult with developers and their
architects, as appropriate and at the request
of the Executive Director of Agency.
III
'rIME OF PERFORMANCE
All services to be performed shall commence when
and as directed by the Executive Director of Agency and shall
be completed within a mutually satisfactory time schedule as
appropriate for the required task.
Services shall be on an
8as-needed- basis upon specific request issued by the Executive
Director.
Pursuant to each such request, Contractor shall
confirm in writing the task to be performed, qiving a time and
fee estimate unless the services required pertain only to atten-
dance at meetings.
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COMPENSATION
Agency agrees to pay and Contractor agrees to accept
compensation on an hourly basis for above services rendered
.according to the following fee schedule:
Principals
Senior Associates
$SS.OO/hour
$<lS.OO/hour
Associates
$37. SO/hour
$27.50/hour
Senior Analyst
Analyst
US. CO/hour
$19. SO/hour
'1'echnical Staff
Administrative Staff
$18.00/hour
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Agency shall reimburse Contractor at cost £or reim-
bursible expenses not included in the above rates.
Reimbursi-
ble expenses are defined as mileage, subsistence, travel, parking,
qraphics, memorandum or report reproduction, and electronic
4ata processing.
~tal compensation paid ~o Contractor shall
'not exceed ~wenty ~housand ãollazs ($20,000). exclusive of said
reimbursible expenses. V
METHOD OF PAYMENT
Contractor shall submit to Agency monthly, a verified
.statement in a £orm to be approved. by Agency containing a break-
Clown of work ãone ãuring the preceeding month.
'lhe verified
:statement as ~o work completed. shall be attached to an invoice
stating all claims for work done during the prior month.
'lhe
invoice must be submitted. prior to the fifth ãay of each month.
Agency shall review such statements and remit payment within
thirty (30) working days after the submission of ~imely invoices.
VI
STAFF OF 'lHE AGENCY'
fiothing in ~his contract shall preclude Agency £rom
performing with i~s own staff, any of ~he services herein agreed
to be performed by Contractor.
VII
CONFLICT OF 1:NTEREST
Contractor agrees that nei~her Contractor nor any
individual associated therewith will either directly or indi-
rectly represent or assist owners of properties located. .in
the Project in regard ~o ~he acquisition of such property by
Agency nor divulge ~o any person any information in regarã ~o
8uch acquisition.
'1:f ~hi8 contract is terminated., neither the
Contractor nor any person associated. therewith shall thereafter
4irectlyor indirectly represent or assist any owner of property
within the Project in any matter concerning ~he acquisition
of such property by Agency.
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VIII
BOLD BARMLESS
Contractor shall indemnify and save harmless Agency
and the City of Santa Ana, their officers and employees,
~gainst any and all damages to property or injuries to or death
of any person or persons, including property and employees or
agents of agency and city from any and all claims, demands,
'suits, action or proceedings of any kind or nature including
workers' compensation claims, of or by anyone whomsoever, in
any way resulting from or arising out of the operations in
connection herewith, including operations of subcontractors and
acts or omissions of employees or agents of Contractor or its
subcontractors.
Insurance coverage specified herein con-
stitutes the minimum requirements and said requirements shall
in no way lessen or limit the liability of Contractor under the
terms of this agreement.
Contractor shall procure and main-
tain, at its own cost and expense, any additional kinds and
amounts of insurance which, in its own judgment, may be neces-
aary for its proper protection in the prosecution of the work.
~he Contractor shall be held harmless by the Agency in any
legal action that may be brought by any displaced person against
the Agency or Contractor challenging the denial or approval of
a relocation payment or challenging the adequacy of the reloca-
tion assistance furnished to such displaced persons..
IX
WORKER'S COMPENSATION INSURANCE
If Contractor now or at anytime during the course of
this agreement qualifies as an employer under Labor Code Section
3300, unless the employee(s) it hires comets) within those
persons excluded under the Labor Code, Contractor shall furnish
~ency and the City of Santa Ana with an insurance certificate
that it carries such insurance, and that the policy shall not
be cancelled nor the coverage reduced except upon thirty (30)
days prior written notice to Agency and the City of Santa Ana.
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INSURANCE
Contractor shall obtain at its sole cost and file
with the City Clerk of the City of Santa Ana, prior to exercising
any right or obligation pursuant to this agreement, a policy
or policies of ~iability insurance naming Agency and the City
~fanta Ana, their officers and employees, as insured or addi-
tional insured which provides coverage for liability for any
and all claims and suits for 4amages or injuries to persons
or property resulting from or arising out of the operations,
acts, or omissions of Contractor, its officers, agents or employees.
Said policy of insurance shall provide coverage for both bodily
injury and property damage in not less than the following mini-
mum amounts:
Five hundred thousand dollars ($500,000) combined
single limit, or bodily injury, two hundred fifty thousand dollars
($250,000) per person and five hundred thousand dollars ($500,000)
each occurrence; property damage, one hundred thousand dollars
($100,000) each occurrence.
Said policy shall also contain a
provision that no termination, cancellation or change of coverage
of insured or additional insured shall be effective until after
. oj
-thirty (30) 4ays notice thereof has been qiven in writing to Agency.
~ Contractor shall qive to Agency prompt and timely notice of any
claim made or suit instituted.
XI
EMPLOYMENT OF RESIDENTS
Contractor is encouraged by Agency to employ qualified
people, when available, from the qeneral project area to assist
in providing the services contracted for in this agreement.
'XII
EQUAL OPPORTUNITY
Contractor certifies that it will not discriminate
against any employee or applicant for employment because of
race, color, creed, religion, sex, marital status or national
origin or ancestry.
Contractor agrees to take affirmative
action to insure that applicants are employed, and that employees
are -treated during employment, without regard to their race,
color, creed, religion, sex, marital status or national origin
6.
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or ancestry.
Such action shall include, but not be limited
to the following:
employment, uP-9rading, demotion, or transfer:
recruitment or recruitment advertising: layoff or selection
for training including apprenticeship.
Contractor agrees to
post in conspicuous places, available to employees and appli-
cants for employment, notices to be provided by Agency setting
forth the provisions-of this non-discrimination clause.
Contractor will, in all solicitations or advertisements
for employees placed by or on behalf of Contractor state that
all qualified applicants will receive consideration for employment
without regard to race, color, creed, religion, sex, marital
status or national origin or ancestry.
Contractor agrees to cause the foregoing provisions
to be inserted in all subcontracts for any work covered by
this agreement, so that such provisions will be binding upon
each subcontractor, provided that the foregoing provisions
shall not apply to contracts or subcontracts for standard com-
mercial supplies or raw materials.
XIII
SUBCONTRACTORS
No performance of this agreement or any portion thereof
may be assigned or subcontracted by Contractor without the
express written consent of -the Executive Director of Agency.
XIV
ASSIGNABILITY
Contractor shall not assign any interest in this
agreement and shall not transfer any interest in this agreement
without the prior written approval of the Executive Director
of Agency.
xv
NOTICES
Notices to the parties shall, unless otherwise requested
in writing. be sent to Agency at 20 Civic Center Plaza. Santa
Ana, California
92701, and to Contractor at 303 Sacramento
Street, San Francisco, California
94111.
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XVI
'l'ERMINATION
Eit:her party, upon thirty (3D) days notice in writing
1;0 the o~er, may terminate this agreement and COntractor shall
only be entitled to compensation for services performed to the
expiration of said thirty (30) day notice.
XVII
OWNERSHIP OF MATERIALS AND DOCUMENTS
Any and all sketches, drawings, tracings, filed survey
notes, computations, detail and other materials and documents
prepared by Contractor shall be the property of Agency from
the moment of their preparation and Contractor shall deliver
such materials and documents to Agency whenever requested to
do so by Agency.
XVIII
NON-DISCLOSURE
"l'he designs, plans, reports, investigations, materials
and documents prepared or acquired by Contractor pursuant 'to
this agreement (including any duplicate copies kept by Contractor)
shall not be shown to any other public or private person or
entity except as authorized in writing by Agency.
Contractor
shall not disclose to any other public or private person or
entity any information regarding the activities of Agency,
except as authorized in writing by Agency.
XIX
VALIDITY
~e invalidity in whole or in part of any provision
of this agreement shall not void or effect the validity of
any provisions of this agreement.
XX
LAWS GOVERNING 'l'HIS AGREEMENT
"l'his agreement shall be governed by and construed
~n accordance with the 1aws of the State of California.
8.
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XXI
EXCLUSIVITY OF AGREEMENT
~is agreement 8upersedes any and all other agreements
~ither oral or in writing between the parties hereto with respect
~o employment of Contractor by Agency and contains all the con-
venants and agreements between the parties with respect to 8uch
employment in any manner whatsoever.
Each party to this agreement
acknowledges that no representations, inducements, promises,
or agreements orally or otherwise, have been made by any party,
or anyone acting on behalf of any party, which are not embodied
herein, and that no other agreement shall be effective unless
~xecuted in writing and signed by both Agency and Contractor.
:rN WITNESS WHEREOF, 'l'he parties hereto have executed
this agreement on the date and year first above written.
COMMUNITY REDEVELOPMENT AGENCY
OF ~HE CITY OF SANTA ANA
ATTEST:
By
DAVID L. BRANDT, Chairman
RICHARD E. GOBLIRSCH
Executive Director
APPROVED AS ~O PORM
ltEYSER MARSTON ASSOCIATES, J:NC.
By
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