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CONTRACT NO. C#6636
AMI F1,1iTiEsi
SPONSORS
RECIPIENT
City of Santa Ana, Santa Ana Business Council
CSU Fullerton Auxiliary Services Corporation
and Downtown Inc. (individually referred to as
("ASC')
"CONTRIBUTING PARTNER", collectively
referred to as "SPONSORS")
ASC, a California public non-profit corporation,
serves as fiscal and administrative Iegal entity for
external grants and contracts issued to California
Stale University, Fullerton ('Ca "), a public
institute of higher education.
Amount: $7,500.00
TIN: 95-2081258
Effective Period: Dec. 4, 2017 — Ma M, 2018
DUNS: 1 Obb707 is
General Terms and Conditions
SPONSORS and ASC may be referred to individually as a "Party," and collectively as "Parties."
1. Scope of Work and Budeet. ASC shall be responsible for the tasks described in the Statement of
Work ("WORK") which is attached and incorporated herein as Exhibit A. In consideration of the work to
be conducted by ASC, SPONSORS shalt pay ASC amount not to exceed contract amount, in accordance
with Exhibit B, attached hereto.
All rigbt, title and interest in and to intellectual property, including any and all data, copyrights, designs,
and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other
documents or works of authorship fixed in any tangible medium of expression, directly generated,
produced, conceived or reduced to practice by employees of ASC or CSUP under this Agreement
("Documents & Data ') shall belong to ASC. ASC represents and warrants that ASC has the legal right to
license the Documents & Data. SPONSORS shall have a non-exclusive license to copy, use, modify,
reuse, or sublicense the Documents and Data. SPONSORS shall not be limited in any way in its use of the
Documents and Data at any time, provided that any such use that are not within the purposes intended by
this Agreement shall be at SPONSORS' sole risk. ASC shall require all subcontractors to agree in
writing that SPONSORS are granted a non-exclusive license for any Documents & Data the subcontractor
prepares under this Agreement. ASC makes no such representation and warranty in regard to data and
otter documents which were provided to ASC by the SPONSORS.
2. Billing and Payment. ASC shall send an invoice to each CONTRIBUTING PARTNER in
accordance with Exhibit B. CONTRIBUTING PARTNERS agrees to pay each invoice in total, within
thirty (30) days of receipt. Invoices shall be submitted to the CONTRIBUTING PARTNERS's
administrative contact provided in Exhibit C. CONTRIBUTING PARTNERS's payment shall be by
check, payable to "CSU Fullerton Auxiliary Services Corporation" and mailed to ABC's administrative
contact provided in Exhibit C.
3. Termination . Any Party may terminate this Contract upon thirty (30) days advance written notice to
the other Parties. Upon termination of this Contract, ASC agrees to submit all applicable deliverables to
SPONSORS and SPONSORS agrees to compensate ASC for all expenses, including non -cancellable
obligations, reasonably incurred by ASC in the performance of its work under this Contract through the
date of termination. Payment need not be made for work which fails to meet the standards of
performance which may reasonably be expected by SPONSORS.
4. Modcation or Waive. No pari of this Contract shall be modified without the express written
consent of all Parties. The waiver by one Party of any breach of any term or condition of this Contract
FYMMS
Contract No. C4636
shall not be construed as a waiver of any similar or other breach of any term or condition of this Contract.
Nor shall said waiver be construed as a continuing waiver of the original breach.
5. Independent Contractor. ASC shall, during the entire term of this Contract, be construed to be an
independent contractor and not an employee of SPONSORS. This Contract is not intended nor shall it be
construed to create an employer-employee relationship, a joint venture relationship, or to allow
SPONSORS to exercise discretion or control over the professional manner in which ASC performs the
services that are the subject matter of this Contract. The services to be provided by ASC, however, shall
be provided in a manner consistent with all applicable standards and regulations governing such services.
ASC shall pay all salaries and wages, employees' social security taxes, unemployment insurance and
similar taxes relating to its employees and shall be responsible for all applicable withholding taxes.
6. Assignment. No part of this Contract may be assigned by any Party without the prior written consent
of all Parties.
7. Indemnification. SPONSORS agree to defend, indemnify and hold harmless ASC, California State
University, Fullerton (CSUF), the Trustees of the California State University, their officers, employees,
students, and agents from and against all liability, loss, expense (including reasonable attorney's fees), or
claims for injury of damages arising out of the performance of this Contract but only in proportion to and
to the extent such liability, loss, expense, attorney's fees, or claims for injury or damages are caused by or
result from negligent or intentional acts or omissions of the SPONSORS, its officers, employees, students
or agents.
ASC agrees to defend, indemnify and hold harmless SPONSORS, its officers, employees, students, and
agents from and against all liability, loss, expense (including reasonable attorney's fees), or claims for
injury of damages arising out of the performance of this Contract but only in proportion to and to the
extent such liability, loss, expense, attorney's fees, or claims for injury or damages are caused by or result
from negligent or intentional acts or omissions of the ASC, its officers, employees, students or agents.
8. Insurance. Without limiting the Parties' indemnification, ASC and SPONSORS warrant that each
Party has and will maintain Workers' compensation insurance coverage of not less than one million
dollars ($1,000,000) per accident; General Liability insurance of not less than one million dollars
($1,000,000), and automobile Liability insurance of not less than one million dollars ($1,000,000)
combined single limit per occurrence applicable to all owned, non -owned, and hired vehicles. The City
of Santa Ana is self-insured for such coverage.
9. Force Maieure. If by reason of force majeure ASC's performance hereunder is delayed, hampered or
prevented, then the performance by the ASC shall be extended for the amount of time of such delay or
prevention. The term "Force Majeure" shall mean any fire, flood, earthquake, or public disaster, strike,
labor dispute or unrest; embargo, riot, war, insurrection or civil unrest; any act of God, any act of legally
constituted authority; or any other cause beyond ABC's control, which would excuse the ABC's
performance as a matter of law. Each party agrees to give the other party written notice of an event of
force majeure under this Paragraph within ten (10) days of the commencement of such event and within
ten (10) days after the termination of such event. However, inadvertent failure to give notice shall not bar
a party from giving such notice within a reasonable time thereafter.
10. Nondiscrimination. ASC and SPONSORS shall comply with all applicable federal and state laws
and statutes related to nondiscrimination, including, but not limited to, those Acts and amendments
prohibiting discrimination on the basis of race, color, natural origin, gender, handicap or disability, sexual
preference, drug addiction and alcoholism.
I
11. Retention of Records. ASC and SPONSORS agree to maintain and preserve all records relative to
this Contract, for three (3) years after termination. ASC and SPONSORS agree to permit each other or
FY2017.19
N-2018-018
Contract No. C4636
any of its duly authorized representatives to have access to and to examine and audit, any pertinent books,
documents, papers, and records related to this contract. Furthermore, all records related to this Contract
shall be reasonably available for inspection by the State of California.
12. Severability. Should any part, term, or provision of this Contract, be declared or determined by any
court or other tribunal or appropriate jurisdiction to be invalid or unenforceable, any such invalid or
unenforceable part, term, or provision shall be deemed stricken and severed from this Contract any and all
of the other terms of this Contract shall remain in full force and effect.
13. Disputes: Resolution of disputes of a technical nature shall be resolved through good faith
negotiations. Any dispute arising under or related to this Contract shall be resolved to the maximum
possible extent through negotiations and settlement. Failing settlement, despite good faith efforts by both
parties, any such unresolved issues may be addressed by employing whatever remedies exist in law or
equity beyond this Contract.
14. Applieable Law. This Contract and any disputes concerning it shall be interpreted under the laws of
the State of California.
15. Special Terms and Conditions or Additional Information. Exhibit D is incorporated in this
Contract and attached hereto.
16. DebarmeaL Suspension, and Other Res oonsibility Matters. Both Parties certify, by signing this
Contract, that neither it nor its principals are presently debarred, suspended, proposed for debarment,
declared ineligible or voluntarily excluded from participation in this transaction by any United States
federal department or agency.
17. Entire Aareeme This Contract, including any attachments, appendices and references, constitutes
the entire Contract and supersedes any other written or oral representations, statements negotiations, or
agreements.
SPONSORS:
For: City of Santa Ana
Recommended for Approval
i
Name: Robert Schm:ede &te
Title: Interim Executive Director
For Community Development
RECIPIENT:
For: CSU Fullerton Auxiliary Services Corporation
Name: Charles D. Kissel
Title: Executive Director
For: Downtown Inc For: City of Santa Ana
Name: Ryan Chase Date Raul Godine.
Title: President City Manager
For: Santa Ana Business Council
/ I I VD AS TO FORM
Name: Raul ez Date / Y
Title: President
Fr2e1748 aslsta Cit Attorne
Y Y
Contract No. C-6636
Economic Impact of Downtown Santa on the City of Santa Ana
Adrian R. Fleissig, Ph.D.
Scone of Work
Dr. Adrian Fleissig will lead a team of researchers, including students, to prepare a comprehensive study,
which will estimate the economic impact that Downtown Santa Ana (zip code 92701) has on the City of
Santa Ana. Employment and output of Downtown Santa Ana will be compared to corresponding data for
Downtown Fullerton, Downtown Orange and Downtown Huntington Beach. The work includes
collecting said analyzing economic data, performing economic analysis, developing regional and local
economic forecast models, and delivering estimates of the economic impact. The final report will provide
details about the data, methodology, analysis, and estimates of the economic impact that Downtown Santa
Ana has on the City of Santa Ana as well as a comparison of employment and output to Downtown
Fullerton, Downtown Orange and Downtown Huntington Beach.
A general outline of the study is provided below;
a Provide an Economic Overview ofQowtown Santa Ana
This section will provide an overview and outlook of economic conditions in City of Santa Ana
based on economic and demographic daft. The economic data may include information and
analysis on employment, unemployment, income, businesses, major sectors and industries, real
estate, universities, etc.
U Estimate the Economic Impact ofDowntown Santa Ana
This section will provide estimates of the economic impact that Downtown Santa Ana on the City
of Santa Ana. Data from the Bureau of Labor Statistics, Employment Development Department,
IMPLAN, other regional, state and national data as well as estimates from economic models
developed at California State University Fullerton will be used in the study, This data will be
used with the IMPLAN model and database to estimate the economic impact that Downtown
Santa Ana has on the City of Santa Ana. Employment and output for Downtown Santa Ana will
be compared to employment and output for Downtown Fullerton, Downtown Orange and
Downtown Huntington Beach.
U CiuPHnd
Output for the City of Santa Ana, Downtown Santa Ana, Downtown Fullerton, Downtown
Orange and Downtown Huntington Beach will include Gross Regional Product, employee
income, proprietor income, major industries (for example restaurants, real estate, retail,
wholesale, education, automobile, legal, health, etc.), business taxes paid to government and
state local government demand.
u Data and Methodolory
This section of the report will provide information about the data used in the study. The
methodology section will outline data aggregation, maim variables used in estimation,
methodology, econometric techniques, and assumptions.
Ll h'utare WorkNOT itVCLLMICOU ED by this Contract
Three year projections on variables in Economic hnpact Output
FV2017.1a
Contract No. C-aaa$
What if scenario (economic slowdown, moderate growth, strong growth)
Dr, Flebdg will:
u Discuss details of the project with Mr. Marc Morley and/or specified personnel to determine the
desired content of the report.
ci Prepare detailed report that discusses, analyzes and estimates the economic impact that
Downtown Santa Ana has on the City of Santa Ana and a comparison of employment and output
of Downtown Santa Ana to corresponding data for Downtown Fullerton, Downtown Orange and
Downtown Huntington Beach.
o Include an outlook and summary of economic data related to Downtown Santa Ana and the City
of Santa Ana.
U Provide an analysis that will include estimates of the direct economic impact, indirect economic
impact, employment, income, tax revenue, and business revenue (if data are available for
business revenue).
o Provide a section on data and methodology that highlights sources of" used and explains
methodologies employed in the report.
o Incorporate graphs, pi"harts, tables to illustrate the economic analysis and estimates.
Mr. Marc Morley and/or Qlhgr SPQIY&M' Personnel will:
u Discuss with the Dr. Floissig details regarding the objectives of the economic impact study of
Downtown Santa Ana and additional information that may be included in the report.
o Provide access to relevant data (if available) related to Downtown Santa Ana and the City of
Santa Ana. Decisions pertaining to the data and information that is able to be provided and the
format of such data and information shall be at the sole and absolute discretion of the City of
Santa Ana.
v Deliver available data in Excel format. Decisions pertaining to the data and information that is
able to be provided and the format of such data and information shall be at the sole and absolute
discretion of the City of Santa Ana.
U Provide feedback on a preliminary draft and final draft of the report.
,D,gliverables
et A detailed report of the economic, impact that Downtown Santa Ana has on the City of Santa Ana
including a comparison of employment and output of Downtown Santa Ana to Downtown
Fullerton, Downtown Orange and Downtown Huntington Beach will be submitted in PDF format
via email to Mr. Marc Morley or other designated personnel. The study will include discussion,
analysis, graphs, pie -charts, tables, as well as data and methodology section which include the
underlying economic assumptions, economic analysis and estimates.
a A preliminary report will be provided as requested, which is subject to the Dr. Fleissig receiving
any requested information and data from Mr. Marc Morley and/or other designated personnel,
Mr. Marc Morley (or an alternative designee) will provide comments and suggestions within 21
days of receiving the preliminary report which Dr. Fleissig may include when revising the report.
[ r IA517
Contract No. 04636
❑ The final report will be due within 30 days after receiving preliminary report comments from Mr.
Marc Morley (or an alternative designee).
❑ Additional reasonable revisions as requested by Mr. Marc Morley (or an alternative designee)
may be performed.
❑ Expected Start Date 4 Dec 2017 and End Date 30 May 2018.
FYZ018.18
Contract No. C-6636
Exhibit B
The total cost for this Contract shall not exceed $7,500.00 dollars for services performed in accordance
with the Scope of Work. SPONSORS agrees to pay each invoice in total, within thirty (30) days of
receipt. Payment need not be made for work which fails to meet the standards of performance which may
reasonably be expected by SPONSORS.
Billing and Payment:
1. The amount of $2,500 upon execution for the contract
2. The amount of $2,500 is due upon delivery of the preliminary draft (PDF format, delivered via
email).
3. The remaining amount of $2,500 is due upon delivery of the final report (PDF format, delivered
via email).
Payment Schedule by Contributing Partner
Contributing Partner
Payment Amount
Payment Due
City of Santa Ana
$833.34
Upon execution of contract and
receipt of invoice
Santa Ana Business Council
$833.33
Upon execution of contract and
receipt of invoice
Downtown Inc.
$833.33
Upon execution of contract and
receipt of invoice
City of Santa Ana
$833.33
Upon delivery of preliminary
draft and invoice
Santa Ana Business Council
$833.34
Upon delivery of preliminary
draft and invoice
Downtown Inc.
$833.33
Upon delivery of preliminary
draft and invoice
City of Santa Ana
$833.33
Upon delivery of final report and
invoice
Santa Ana Business Council
$833.33
Upon delivery of final report and
invoice
Downtown Inc.
$833.34
Upon delivery of final report and
invoice
Total
$7,500.00
FY8o37-1a
Exhibit C
Authorized Contact for City of Santa Ana
Name:
Robert Zur Schmiede
Title:
Interim Executive Director for Community
CSU Fullerton Auxiliary Services Corporation
Development
Address:
20 Civic Center Plaza, Santa Ana CA 92701
Telephone:
714-647-5360
Fax:
657-278-1403
Email:
rzurschmiede@santa-ana.org
Authorized Contact for Santa Ana Business Council
Name:
Raul Yanez
Title:
President
Address:
108 E 4th Street, Santa Ana CA 92701
Telephone: 714-541-1170
Fax:
Email: mimodal(a)aol.com
Authorized Contact for Downtown Inc.
Name: Ryan Chase
Title: President
Address: 200 North Main Street, Santa Ana CA 92701
Telephone: (949) 722-7400
Fax:
Email: rchaseuscngmail.com
FY2017-18
Contract No. 0-6636
Contact
Name:
Sydney A. Dawes, CRA, CFRA
Address:
Director, Office of Sponsored Programs
Address:
CSU Fullerton Auxiliary Services Corporation
1121 N. State College Boulevard
Fullerton, CA 92831-3014
Telephone: 657-278-4103
Fax:
657-278-1403
Email:
sdawes@fullerton.edu
TIN: 95-2081258
Principal
Name: Dr. Adrian R. Fleissig, Professor
Address: California State University, Fullerton
Department of Economics
Mihaylo College of Business and Economics
800 N. State College Boulevard
Fullerton, CA 92834-9480
Telephone: (657) 278-3816
Fax: N/A
Email: afleissig@fuilerton.edu
Name:
Sydney Dawes, CRA, CFRA
Address:
Director, Office of Sponsored Programs
Address:
CSU Fullerton Auxiliary Services Corp.
1121 N. State College Boulevard
Fullerton, CA 92831-3014
Telephone: 657-278-4103
Fax:
657-278-1403
Email:
sdawes@fullerton.edu
Authorized
Name:
Charles D. Kissel
Title:
Executive Director
Address:
CSU Fullerton Auxiliary Services Corp.
1121 N. State College Boulevard
Fullerton, CA 92831-3014
Telephone:
657-2784101
Fax:
657-278-4153
Email:
ckissel@fullerton.edu
Contract No. 08636
Adrian IL Fleissig, Ph.D.
Department of Economics, California State University, Fullerton
Phone: (657) 278-3816
E-maU:afleissig@fullerton.edu
Dr. Adrian R. Fleissia has a joint Ph.D. in Economics and Statistics and specializes in regional
economics and econometric analysis. He is a Professor of Economics at California State
University Fullerton and is ranked in the top 1.4% (757 out of 55,000) of economists world-wide
based on his academic research. He is well-known for developing economic theory and
econometric methodology to better understand the monetary policy decisions of the Federal
Reserve Bank, consumer choices and regional economics. At CSUF he has been awarded the
Outstanding University Researcher Award a number of times: in 2001, 2004, 2007 and 2010.
Dr. Fleissig is a research associate at CSUF for the Woods Center for Economic Analysis &
Forecasting, Social Science Research Center, and Center for Demographic Research. He has
worked on numerous economic impact studies on the regional economy. Dr. Fleissig has
developed the Southern California Leading Economic Indicator (2000 -date), which is widely
used to predict future economic conditions for the local economy. As a former member of the
Advisory Board for Monetary Services Index, Federal Reserve Bank of St. Louis, he provided
input for the construction of one of the monetary aggregates produced by the Federal Reserve
Bank. He was also an invited speaker at the California Assembly House Sacramento in 2016 to
discuss potential change to Proposition 13 and provides housing sales and price forecasts for
California Association of Realtors.
EDUCATION
• North Carolina State University, Joint Ph.D. in Economics and Statistics, 1993
• University of Witwatersrand, Economic Science with Honors, 1988
• University of Witwatersrand, Bachelor of Economic Science, 1986
EMPLOYMENT
• Full Professor California State University Fullerton, 2003 -date
• Associate Professor California State University Fullerton, 1999-2002
• Associate Professor Saint Louis University, 1999
• Assistant Professor Saint Louis University, 1996-1999
• Research Associate Woods Center for Economic Analysis & Forecasting CSUF, 1999 -date
• Research Associate for Center for Demographic Research CSUF, 2004 -date
• Research Associate for Social Science Research Center CSUF, 2003 -date.
• Advisory Board for Monetary Services Index, Federal Reserve Bank of St. Louis, 2004-2011
HONORS AND AWARDS
• World Ranking: Top 1.4% of economists worldwide: 757 out of 55,000. World Rankings of
Economists and Economic Departments, Tom Coupe.
• Advisory Board, Federal Reserve Bank of St. Louis, U.S. Monetary Data, U.S. Monetary Services
Index Data.
• Mihaylo Faculty Fellowships, 2009, 2016.
• Outstanding University Researcher Award, CSUF, 2001, 2004, 2007, 2010
FY2017.18
Contract No. 0.8838
11V != SPEAKER
• "International Trade Economic Forecasts an Overview of Orange County and Southern California
Exports," (with Mira Farka), Small Business Development Center, Apr 2017, Hotel Irvine.
• "The Impact of Proposition 13 on Home Ownership in California," California State University
Fullerton, 2017.
• Invited Speaker CA Assembly House Sacramento, "Assessing a Potential Modification to Proposition
13: Property Assessment Portability Laws," 2016.
• "International Trade Economic Forecasts an Overview of Orange County and Southern
California Exports," (with Mira Farka), Small Business Development Center, 2015 -date.
• "Orange County, Labor Market and International Trade," Chinese delegation from the
Guangxi Bureau of Statistics Delegation, 2014.
• "County of Riverside Forecasts and Economic Outlook," 2008-2015.
• "Return on Investment Study," County of San Bernardino, 2012.
• "Return on Investment: A Model for Demonstrating Workforce Effectiveness," California
Workforce Association: Meeting of the Minds in Monterey: Next Practices, 2011.
• "Strategic Financial Plan" for the County of Orange, County Executive Office, 2006-2008.
RECENT PROJECTS ARID GRANTS
• "Economic Impacts of a Property Assessment Portability Law" Faculty Research Fellows
Project: Center for California Studies, 2016.
• "County of Riverside Forecasts and Economic Outlook," County of Riverside, 2008-2015
• "International Trade Economic Forecasts an Overview of Orange County and Southern
California Exports," CSU Fullerton, 2010 -date.
• "An Econometric Model to Forecast Transportation Revenue for Orange County Resource
Management Department," County of Orange, 2000 -date.
• "Housing Market Analysis with House Price and Sales Forecasts," California Association of
Realtors, 2005 -date.
• "International Trade Economic Forecasts Inland Empire Metro Area and City of Riverside
Merchandise Exports," City of Riverside, 2014.
• "Return on Investment Study for San Bernardino Investment Board," County of San
Bernardino, 2012-2014.
• "Inland Empire International Trade Economic Forecast," CSU Fullerton, 2010 -date.
• "ATEP Regional and State Economic Impact Report for the District," 2008-2012, South Orange
County Community College District
• "Return on Investment Study for Santa Ana Workforce Investment Board," 2009-2010
• "Economic Impact of the Surf City USA Marathon on Huntington Beach," 2008.
• "Strategic Financial Plan" for the County of Orange, County Executive Office, 2006-2008.
• "FHA Loan Limits and the Impact on California," prepared for California Association of
Realtors and forwarded to U.S. Senator Diane Feinstein, 2007.
• "Impact of Increasing the Conforming Loan Limits," prepared for California Association of
Realtors and forwarded to U.S. Senator Diane Feinstein, 2006.
MEDIA EXPOSURE
Quoted over 150 rimes (2000 -date) in the media for economic analysis.
• Orange County Register • North County Times
• LA Times • OC Metro
• San Diego Tribune • The Press -Enterprise
FV2017-18
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Contract No. C4636
RECENT PUBLICATIONS
• 'Changing Trends in US Alcohol Demand.,, Atlantic Economic Journal 2016,1-14.
• "A Revealed Preference Test of Rationing A Monte Carlo Analysis," with Gerald Whitney,
Economic Modelling, 2105,45(2),207-211.
• "The Impact of Commercial Sweeping on the Demand for Monetary Assets during the Great
Recession," with Barry Jones, Joumal of Macroeconomics 2015, v45, 412-422.
• "Changes in Aggregate Food Demand Over the Business Cycle," Applied Economics Letters, 2015,
22(17),1366-1371.
• `Belgium relief fund, post war food shortages and the "True" cost of living," with Gerald Whitney,
Exnlomtions in Economic History 2015, 58, 93-106.
• "Estimating Demand Elasticities Under Rationing," with Gerald Whitney, Applied Economics. 2014,
46(4),432-440.
• "Return on Investment from Training Programs and Intensive Services," Atlantic Economic Journal
2014,42(l),39-51.
• "The Impact of FOMC Statements on the Volatility of Asset Prices," (with Mira Farka) Applied
Economics. 2013,45(10),1287-1301.
• "The Effect of FOMC Statements on Asset Prices," (with Mira Farka) International Review of
Applied Economics 2012, vo130(3), 387-416.
FY2017-18
77