HomeMy WebLinkAboutEIR 86-05; BATIQUITOS LAGOON ENHANCEMENT PROJECT; Environmental Impact Report (EIR)April 5, 1988
Mr. Raymond Patchett, City Manager
City of Carlsbad
1200 Elm Avenue
Carlsbad, CA 92008~1989
Dear Mr. Patchett:
SUBJECT: PROPOSED BATIQUITOS LAGOON ENHANCH4ENT PROJECT
Information for the U.S. Army Corps Application
Tom Bradley
Mayor, City of Los Angeles
Board of Harbor Commissioners
Jun Mori, Esq., President
Ira T. Distenfield, Vice President
E. Grace Payne, LL.D.
Robert G. Rados, Sr.
Floyd Clay
Rhett. Mitchell, Secretary
Ezunial Burts
Executive Director
As we di scussed pr~vi ously, pl ease fi'nd attached information that wi 11 assi st
the City of Carlsbad in submitting to the U.S. Army, Corps an appl ication for
the proposed Batiqui tos Lagoon Enhancement Project. The Army Corps has
stated that an environmental impact statement pu,rsuant to the National
Envi ronmental Pol icy Act (NEPA) woul dberequi red for the proposed project.
In order for the Corps to initiate the envirgnmenta1 process, the permit
application must be submitted to its Regulatory Branch. As you know,
Carlsbad and Port staffs have been coordinating with the Corps' ~nvironmenta1
staff in developing the scope of work for the EIR/EJS~
In light of the schedule~ the application shoUld b~ submitted as soon as
possible to the Corps. If the Port can be offurthe:r assistance in this
matter, please let me know.
LYK:gog
Attachment
327
Sincerely,
~;.Jilm~
LILLIAN Y. KAWASAKI
Batiquitos Project Mgr.
cc: t~r. Gary \-Jayne, Carl sbad
Mr. John Cahill, Carlsbad
Mr. Vern Hall, Port of Los Angeles
Port of Los Angeles 425 So, Palos Verdes Street P:O, Box 151 San Pedro, CA 90733-0151 213/519-3400 Telex: 18-2387 POLA SPRO FAX: 213/831-0439
An Affirmative Action/Equal Opportunity Employer
(33 CFR 326)
, OMB APPROVAL NO. 0702-0036 Expires 30 June 1989 '. ' 'APPLICATION FOR. DEPARTMENT OF THE ARMY ~I:RMIT
. The Department of the Army permit program is authorized by Section 10 of the River arid'Harbor Act of 1899, Section 4(14 of the'
,Clean Water Act and Section 103 of the Marine, ,Protection, Research and Sanctuaries Act. These 1aw~require permi~ authorizinr'
actiVitieS in or aCfecting navigable waters of the United States, the discharge of d.-edred or fin material into watera of the United States,
and the transportation of dredged material for toe purpose of dumpinr it into ocean w~ters. Information provided on thi. form will be
used in.evaluatinr the application for a permit. Information in this application ii made a matter of public record throurh issuance oCa
, public no~ice. Disclosure of the informatiorl requested i. voluntary; however, the da4l requested are ,neceuary in order to communicate
with the applicant and to evaluate the permit application. If ne~ssary information is not prOvided, the I*'mit.application cannot be
proceued nor can a permit be iaaued. , " ,
One .et of oririnal drawings or rood reproducible copies which show the location and'char,.cter of the proposed activity mua1 be
attached to'this application (.e~ &le drawing. and inatructiona) and be submitted to the Distnct Enri~eer·bavinr jurisdiction over
the locatic:m of the proposed activity. An application that is not completed in full will be'returned.
1. APPL.ICAT,ION NUMBER (To be o .. i,raed by Corp.)
2. NAM'E AND ADDRESS OF APPL.ICANT
Raymond R. Patchett, City Manager
1200 Eim' Avenue
Carlsbad, CA 92008
Telephone no. durlng'bullne .. hour.
,A/t ( ) __ ""---______ _
A/c(619) 434-2821
(Rutderace)
(Office)
4. DETAIL.ED DESCRIPTION OF PROPOSED ACTIVITY
3. NAME, ADDRESS, AND TITLE OF AUTHORI2:ED AGENT
Gary E. Wayne, Senior Planner
2075 Las Palmas Drive
Carlsbad, CA 92009 .
Telephone ,no. 'during 'bu.lne~ hour.
AlC (619)' . 438-1161 (~)work
Ale ( 619, 753""'2623, (~~ home-evenings
Stlltement of Authorization: I h.':.bv d.llgnate and euthorlza _.-_---
Gary E. 'Wayne . to act In mv bah,alfe. mv
agent In the proc ... lng.of thl. permit application end'to furnllh. upon requillt.
IUPpiementallnforme port-of the appll~!on.
DATE
! 4a. ACTIVITY To res tore t ida 1 action in the 1 agoon, up to 3,096, OOQ yd. of materi a 1 wi 11 be drec!ged
from th~ lagoon floor and a small, armored channel with low profile jetties (12.5 feet MLLW ,and
110 feet long) will be constructed to keep the tidal inlet open., Least tern nesting sites,and a
freshwater marsh will be deve~op~d with 380,000 yd.3 of t~e dredge material and the r~maining
m~terial will be placed on adjac~nt and near beaches as ndurishment. Three tidal alternatives
have been fully developed (reference attached Ex. Summary).
All of the four bridges that cross the lagoon will require either a form of structural
modification orfounqation protection to accomodate,the proposed ,dr.edging. These bridge
improvements are depicted on Drawings No.4, 5, 6 ~nd 7.
4b. PUAPOSE d To restore tidal flushing by creating adequate tidal prism while conserving an
enhancing existing wildlife habitat values and establishirig new habitats.
4c.oll;!tHARGE 'OF DREDGED OR FIL.L. MATERIAL.
'Approximately 380,000 yd.3 of the dredged material wi.ll be us'ed as fill material within
the lagoon boundari,es to form least tern nesting sites and a freshwater marsh. The remalnlng
material 'will be placed on a 3000-foot shoreline segment near Batiquitos Lagoon and a
5,700-to 6,500-foot shoreline segment at the Encinas Creek Outlet. Any additional material
that cannot be used for beach nourishment will be either: l)disposed of in a central lagoon
HpitH that can accomodate the material, 2) hydraulically piped, or, 3) hauled to an appropriate
disposal site.
!'in,'TfON PF ~"'A R::I Ill; ORlI;OI.ETE . . ,,-
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!S. NAMES.AND ADDRESSES OF ADJOINING··PROPERTY OWNERS. LESSEES. ETC .• WHOSE PROPEffTV ALSO ADJOINS T·HE wATERWAY
k ,
SEE ATTACHED LIST
6. WATERBODY AND LOCATION ON WATERBODY WHERE ACTIVITY EXISTS OR IS PROPOSEO
Batiquitos Lagoon
located in the southwestern portion of the City Of Carlsbad, CA
(see location map)
7. LOCATION ON LAND WHERE ACTIVITY EXISTS OR I~ PROPOSED
ADDRESS: I d' d" b h Activity could involve the placement of dredgedagoon se fments .on a· Jacen.t eac es
(sands) and. uplands (fines). Upland sites could include San Marcos Landfill and/or
~. Green Va"e~ (see maple
STAEET, ROAD, ROUTE OR OTHE~DESCRIPTIVE LOCATION
COUNTV STAT! ZIII COD!
City Of Carlsbad, California
LOCAL GOVERNING BODV WITH JURISDICTION OVER SITE
8. I. Iny portion of the Ictlvlty for whlph luthorlzatlon I. sought now complet.?· 0 VES' GlrNO'
If Insw.r I ... V .... glv. r ... on., month Ind yee, the Ictlvlty WI. com.pl.ted. Indlclt. the .xlstlng work on t~~ drawing ••
9. List .11 .pprovel. or certification. Ind denl.l. r.c.lved from-oth.r federll, Int.ratet., atetl or locil ag.ncl •• for Iny structur •• ,. construction,
dltch.rl/ft or oth.r .ctlvltl .. d.lCrlbed In thl. IPpllcatlon. .
ISSUING AGENCV TYPE APPROVAL IDENTIFICATION NO. DATE OF APPLICATION DATI: OF APPROVAL DATE OF DENIAL
Calif. Coastal Comm. --Coastal Development Permit -'--..,Application will be made after
certification of EI"RtEIS.
10. Application I. h.reby mid. for I p ... mlt or p.rmlu to luthorlz. the Ictlvltl .. d.lCrlb.d h .... ln. I certify thlt I 1m 'flm!lIar w'lth the Inf9rmnlol'l 'contllnld In
thl. Ippllcatlon, Ind that to the b.st of my knowledge Ind b.lI.f .uch Inform.tlon I. tru., .compl.tI, Ind Iccurate.. I further certify thn I· po ..... the
luthorlty to urist.rtek. the pro poled Ictlvltl .. or I 1m Ictlng~ •• the duly .uthorlz.d Ig.nt of the IP' ~nt. .
7':27-~
DATE
The application muat be si'gnei by the penon who desires to u.ndertake the proposedactiiJity (applicant) or it may be signed by a duly
authorized agent if the ,~atement in Block 3 ha:r been fil1~d out and 'igned.
18 U.S.C. Section 1001 provides that: Whoever, in any manner within the jurisdiction of anydepart~entor agency blThe United States
knowingly and willfully falsifies: conceals, or covers up by any trick, scheme, or device a material fact·or ma~es any .faise, fictitious or .
fraudulent statemen~ or representations or makes or uses any false writing or docunient knowing ~me to' contain any false fictitious or
fraudulent IItatement or entry, shall be fmed not more than $10,000 or imp~soned' not more than five years, or b9th, ' _
Do not send a permit processing fee with this application. The appropriate fee will be assessed when a permit Is Issued.
t-,
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\ SOUTH CARLSBAD BrATE BEACH \
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VICINITY MAP
SCALE IN MILES
2 ;3 ,4 5 6 7 -- --------
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VICINITY MAP
BATIQUITOS LAGOOi'J. COUNTY OF SAN D15;GO
STATE OF CALIFORNIA
APPLICATION BY CITY OF CARLSBAD SHEET
I.oFII
DRAWING NO.5-XXXX
I I I I I I I I I I I I I I I I I I
b! ~ bJ ~ bJ
SECTION
NTS
+
N 0
0, 100 200 300 400 500 .......... _---
,
3 CONCRETE BATTER PILES MAY BE REQUIRED TO ADD LATERAL SUPPORT AFTER. DREDGING
,
',P
sc~i.i;: . '1' D~ TE
AS SHOWN
RE90t+iEi«lEo. Foii 'IIPP~OVAL'
DRAWN J.U 0 ,He. x
C~~CKED,
DESIGNED
ENGR/A~CH x
ADDED SLOPE PROECTION EXTENSION PARTIAL ELEVATION
Nl ::;
~7f j j +
EAST CARLSSAD, BLVD. BRIDGE IMPROVEMENTS
BA TIQuItos LAG08N. COUNTY OF SAN DII;GO
STAtE OF CALIFORNIA
AP~LICATION BY CITY OF CARLSBAD " ,
SHEET
5,OF II
DRAWING NO.5~XXXX
+.
N· o
o I 00 . '200 300 400 500 ..... --..... ---------
, I; ,. -I II I ,,'.
l // I : :: : \ \\ ~ f II! I III ,\\,\
:XU' ww '~'~ SECTION
NTS
SC~LE 1 DATE.I. REC~D FOR APPROVAL
AS SHOWN
DRAWN J.U P,Hc.I X
CHEO<ED
DESIGNED
ENGR/ARCH X
PIPELINES
TIMBER PILES
CROSS BRACING FOR ADDED LATERAL SUPPORT AND PILE PROTECTION AGAINST MARINE BORERS.
+
b-
A. T. & S. F. RAILROAD BRIDGE IMPROVEMENTS
BATIQUITOS LAGOON, COUNTY OF SAN DIEGQ
STATE OF CALIFORNIA
APPLICATION BY CITY OF C'ARLSBAD iHJFE~I'
~ " ..c; DRAWING NO.5~XXXX
o
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100
SECTION M
NTS
+
N, o
200 300 400 500 ..... --..... ----.. -
SCALE . I DATE
AS SHOWN
D~AWN J,B,L.'D,~.,
CHECxED
OESIGNED'
E~/AR,CH,
160'
I...c; WEST BRIDGE :-1
f 1 i .1,..., U U U ..... Ire •
140'
ELEVATION
NTS
RECOHHEt.OEO FOR APPROVAL
x
x
+
~
PROPOSED ENTRANCE JETTIES
BATIQUITOS LAGOON. COUNTY OF SAN DIEGO
STATE, OF CALIFORNIA
APPLICATION BY CITY OF CARLSBAD SHEET
3qF II'
~------------,
DRAWING NO.5-XXXX
o
ADDITIONAL CONCRETE DECK DECK ELEVATION /ADD 3-18" DIAIETER CONCRETE PILES ON AND HANDRAIL SYSTEM~ 16,5"M,L.L.W" EACH SIDE OF BRIDGE AT EXISTING COLUMNS 1_" '\ 160'-0"1 .. \..\. "/ ~
EXISTING GROUND LINE
100
DATLR-1 LINE ELEVATION· -7.!:I' M.L L.W,
+
N· o
200 300' 400 500
PROPOSED GROUND LINE
SCALE 'I DATE
AS SHOWN
IDRAWN. JXLD.Hc.
. Ct£CKED
DESIGNED
ELEVATION
NTS
RECQM.ENOi;:D 'FOR APPROVAL
x
5' -0' TREMIE CONCRETE
# .....•....•... ~~
2' -0" SrD CONCRETE
+
~
..... ----..... ..--: -IiNGR/ARCf;l x
WE?T CARLSBAD BLVD. BRIDGE IMPROVEMENTS
BA TIOUITOS. LAGOON, COUNTY OF SAN DlEGO
STATE OF. CALIFORNIA
APPLICATION BY CITY OF CARLSBAD SHEET
40F iI,
DRAWING NO. 5':"-XXXX
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BATIQUITOS
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POTENTXAL DISPOSAL SITES FOR EXCESS DREDGED MATERIAL
BATIQUITOS LAGOON, COUNTY OF SAN DIEGO
STATE OF CALIFORNJA
APPLICATION BY CITY OF CARLSB.AD SHEET
J I OF II
DRAWING· NO.5-XXXX
'-,
i
~
NOURISHED BEACH
."
NOURISHED
I I 10~O' ~~ I I ,SH~REL,I"E I I
.... .,....... ............ .... 0 I·.. I'" .... .... .... I," I .,500 5500 ....
KCY: Thoulandl of Cubic Yardl
.---.. -~t---. -'~N~----' -"--_. __ ." S1~ESHOWN
.~ 0 ~CHE':':C:"K';:EO;:;~~-~f---::")(--:-----"'"
REcoMMENOEq Fai' .APPROV!,L
IlESIGi4;:O
EI-IJR/ARCH' x
, I _ I 1.--' I _ .... '1-,.,.. ..... ..... ..-51000 51500
~.,
.~
PROPOSED ADDITIONAL NOURISHED BEACH
BATIQUITOS lAGOON. COUNTY OF SAN DIEGO
STATE OF CALIFORNIA
APPLICATION BY CITY OF CARLSBAD SHEET
IOOFJ I
DRAWING NO.5-XXXX
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I
~UFF
. ..... 6 .------;::::::; -12~~
----18 ---------...---' ~30~
--60
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TRANSIT/ON
2000 FT
CORE AREA
3300 FT
SCALE
6 __ I:::===----. 7<
18 ---.. I ;'
...... ~30-
TRANSITION
" 2000 FT ,
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-.. ~ .. -.......... -:::::::z: ;.
---~
GO---.', 1000 0 1000 2000 3000 4COO . 5000 fEn AHH .
. 1 NOURISHED BEACH ,-N-------------· ·-~E·----·
O AS SHOWN tD~R:A:~·~J~j~.~~'D~.M~c':r---,.-----x-,------~------J
, c~~m
~c6MMENOEP' FOO APPROVAL
OE~IGI'£D'
ENJR/ARCH x
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" __ •• -...-........ ,, ... __ ': 1 _~t~.~--,._.P
PROPOS~D NOURISHED BEACH
BATIOUITOS LAGOON. 'COUNTY OF SAN DIEGO
, STATE OF CALIFORNIA
APPLICATION BY CITY OF CARLSBAD SHEET
90F II
DRAWING Nb.5-XXXX
CALIFORN"A COAS~·~f: C~,~"MlssloN 8 7 I 5 -5,8-2, B ,
631 Howard Street, San Francisco 94 i 05,,-' (415) 543"~,' .~!5i;.,\,;P1W.S;[,~, !t:l.::~~-'II
, ' Or: r l~fAL f.I'L~.()I\t "J R~CORDiNG REQUESTED 'BY AND ,.-, '. .', Of' S,;H IHf00 COUNrY,U,:,
WHEN RECORDED MAIL TO:
CALIFORNIA COASTAL COMMISSION
631 HOWARD STREET, FOURTH FLOOR
,SAN FRANCISCO, CALIFORNIA 94;05
. ATT~NTION: LEGAL DEPARTMENT
CERTIFICATE OF ACCEPTANCE
198JNAR 25' Al4 8: 4',6
'1 "yEf~A L. LY·l E.., I ~UN, r y fKGOH[)[~
NO I,:'''''C I 1;'C
Thi s i's to certify t'hat th~!'Ca1iforn;ta State Lal1ds Comm,issi.0n pursuant 'to Mi'llp.t~ Item
No~ 30, approved at its July 24, 1986 meeting, a certified ~o:py attached hereto hereby
accepts the' Offer to Dedi cate executed by Bat iq'l:l itos· B1uf;'f, 'Bat,~qu;i.tos Po;i:nte, Sa,mm;t~ 1'l,'ope:cties,
and Lee C. Sammis, Trustee of the
Donald F., Sammis Children 1 s Trust on September 10 , 19 86 and'
recorded on September 11, ,198.6 ,as Instrument ------~------~-------------------
No. 86-399391 , of the Official Recotds in the Office of the R~corder
of San Diego
DATED: 3,/u/t7
FOR: California 'State Lands Commission
STATE OF CALIFORNIA
COUNTY OF Sacramento )
, 19~, before the unde~signed, a'NQtary Public in
and for sa i d C'ounty and State, personally a'ppea red {!.,.z;::;IRe-,/. ))EOe fUe.
/j./ personally known tome
I / proved to me on the bas.is of satisfactory evidence
to be the person(s) who executed the 'within il1strument as £K-..E(!t!/7VE{)rPI(!E/~.
of the corporation/agency therein named and acknowledged to me that the
corporation/agency executed it.
,!ji.i",.';i"I,li!iliilllillillllllllllll!l1l1l11111ll1l111!111I11111111111111111111111). g~ .~~ . t· ., (! I § ~ .f."l';~;\~;0: .IJ\Nt EYf.WN ;:1M I rH §'~ ill '. ..~ N?1'ARt PlJ,DI.I~~CALlFC>Rt-IIA g ==' ) GQUFnV GlF "Ac:;RAMflNTO lr~ g' ;/ My Gef.iffttss1otl eJtptt~1 Ott. 1, 1990 ~
ljllll1lll1llllllllllllllllllllllllllll!IIIIIIIIillfllltll11{.tllllllllllllllllllIIIII11j';!
~ .Le.~~ a/ILfL ~ ' ..
fiTARY PUBLICflrANbrt1AID'
COUNTY AND STATE
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,·00 -59.1
'ACKNOWLEDGEMENT BY CALIFORNIA COASTAL COMMisSION
OF ACCEP~ANCE OF OFFER TO DEDICATE
This is to certify that the California St~te L~nd~ C~mmission
is a public agency/private association ac,c'ept.;lble to' the Executive
Ditector of the California Coastal conu:ilission to be Grantee undex the
Batiquitos Bluff, :6atiquitos Pointe, Sammis
Offe~ to Dedicate executed by Properti~s and LeeC. Sammis~, Trustee 0,£ the Donald F.
Sammis Children's Trust
on September 10, 1986, and recorded on September 11, 1986
in the office of the County Recorder of, ___ S_a_n_D_i_e.::.g_o_..,.--_____ ,_ county
.:.
as Instrument No. 86-3'99391 ---~--~------
DATED: __ M~a~r~c~h~2~0~,~19~8_7 _______ __
State of California )
County of San Francisco)
TER,M. DOUGL
EXECUTIVE DIRECTOR
• before the undersigned Notary Public.
per'sonally appeared Peter M. Douglas, personally known' to me to be (or
proved to me on the basis of satisfactory evidence) the person who
executed th~s instrument as the Executive Director and authorized
, '
representative of the ,California Coasta,l Commission and acknowledged to
me that the Califo~nia Coastal Commission executed it.
,
"
OFFICIAL SEAL
Gary Lawrence Holloway
i"l NOTARY PUBLIC -CALIFORNIA
, CITY AND COUNTY OF SAN FRANCISCO
My CommiExpires Oct. 25,,1989
~'~, No~a Public in and for I!;
Sa1d State ana County, -,
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~DED REQUEST OF FIRST M;ERICAN TITrE W ..
1 Recording Requested by and
./' Wh~n Recorded Return to , ~'2
California Coas-tal Commission
'3 631 Howard Street" Fourth Floor
San Francisco, California 9,4105
4 cj'0 76/J -/,u-
1986 SEP I I PM I: '25
I _YERAL,LYL~,~ I ~tJNTY RECOHO~
. "
, RF
AR 5
6
7
IRREVOCABLE OF'l~'ER' TO DEDTCATE FEE TITLE ":-' .:,-:' MG
TO WE.TLANDS DESCRIBED IN EXHIBIT D ,AND L,..;.;;.:'=:-'-+-"""'-
FILLED' WETLANDS DESCRIBE-D' IN EXHIBIT E", .:,,~,,:: ..
SITUATED IN THE CITY OF CARLSBAD, COUNTY"
OF SAN DTEGO, STAT.E. Of CA:fjB~'ORNIA
8 ' . THIS IRREVOCABLE OFFER TO DEDICATE FEE TITLE (hereinafter.
9 referred to as "Offer") is made this 10th day of Sept. , 1986, by
10 BATIQUITOS BLUFF, a Californ~a limited partnership, BATIQUITOS
11 POINTE, a California limited partnership, SAMMIS PROPE'RTIES" a
12' California corporation , and LEE C • SAMMIS, TRUSTEE' OF THE, DONAI,D
13 F. SAMMIS CHILDREN'S TRUST (hereinafter referred to as "Grantors").
14 I. WHE'REAS, Grantors','are the legal owners of fee interests
15 of certain real properties located in the County of San Diego,
'16 State o£ California and described iQ the ~ttached Exhibit A , .
17 (hereinafter referred to as the "Propert.ies I!) i and
18 I;r. WHEREAS, all of the Prop~rties are located: within the
19 coastal" zone as defined in ,Section30l03 of the California ;pub1;.Lc
·20 Resources Code (which Code is' hereinafter referred to as the
~1 "Public Resources Code~) i and
22 III. WHEREAS, the California Co~stal Act of 1976, (herein-
23 . after referred td as the "Act~) creat~s the California Co~stal
24 Commission (hereinafter referred to;. as the' "Commission."). and
j'
25 requires that .any development apptoveg by theCommiss;ion mB-st be
26 consistent with the po1icies'of the A,ctset forth, in Chapter 3 of
27 Division 20 of the Public Resources Code; and
28 IV. WHEREAS, pursuant to the Act, Grantors applied to the'
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1 Commission for a permit to underta'ke deveiopment as d~fined in
2 the Act within the coastal zone of San Diego County; and
3 V. WHEREAs, coastal development permit No. 6-85-482
4 affects all the property described in Exhibit B; and
5 VI. WHEREAS, a coastal development p~rmit, No. 6-85-482 was
6 granted on November 22, 1985 in accordancewithtRe provisions of
7 the Staff Recommendations and Findings (Exhibit C) attached
8 hereto and hereby incorporated by reference, subject to the
9 following conditions (hereinafter "Conditions"):
1. In Fee Dedication: 10
11 A. Prior to transmittal of th~ coastal develop-
12 ment permit, the applicant shall execute and record an
13 irrevocable offer to d~dicate fee title for the wetland
14 portions of the site, designated on ExhibitN6. 5 of the
15 staff report. The document sRall, include legal desQriptions
16 of both the applicani7's entire parcel.(s} i:3.hd the area to be
17 dedicated. The offer to dedicate shall be'in a form accept-
18 able to the Executive Director and run in favor of the
19 People of the State of California. said fee title may be
20 accepted by the Wildlife Conservation Board' of the State of
21 California or other public r~source management agenc;:!y
22 acceptable to the Executive'Director. Any public agency,
23 accepting such dedication shall limit uses in the area to
24 natural resource education, research Or enhancement j' :
25 programs.
26 The offer of dedication shall be recorded free of
27 prior liens, except for tax liens, and free of prior
28 encumbrances which the Executive Director determines may
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affect the interest be.ing conveye<1~' Tpe offer to dedicate
shall be binding to successors and assigns of the applicant
or landowner. The o'ffer to dedicate E;hall be irrevocable
for a period of 21 yea+,s, such period running ,from the date
of recording.
B. 'Prior to tran,smi ttal 6f the Coastal Develop-
mept Permit, the applicant shall execute artd record an
irrevocable offer to'deqicate an open space easement atld
deed restriction over the wetland porti6ns of the site,
designateqon Exhibit No. 5 of the staff report. The
document shall include legal descriptions of both the
applicant's enti;r:-e parcel ,and the easement areas and shall
prohibit any alteratioll.of landforms, placement or removal
of vegetation, or eredtion of structures of any t~pe unless
approved by the Coastal 'Commission or its successor in
interest, except as specified in tpis p~rmit. 'Erosion
control structures may be allowed within the restricted area
if approved by the Executive Director, in, consultation with
the Departm~nt of Fish andGame,pursu~nt ,to the terms and
conditions of ' this permit.
The offer' 6f dedication and deed restriction shall :~
be recorded free of prior liens, except for tax liens, and
free of prior encumbrances which the Executive Director
determines may effect the ihterest being conveyed. 'l'he I
offer shall run with the land in favor of the People of the
State of California, biriQ.ing successors and assigns of the ::
applicant or landowner. 1'1).e offer to dedi.cate shall be
irrevocable for a period, of 21 years, such p.eriod running fro
Page 3()f 8
: --: --"----
I l
."
' .y
1
2
·3
4
5
the date of recording. The deed restricti.on· contained in
the offer shall be binding from the date of recording until
its termination witp. the acceptanqe of the fee dedicati.on~
If title to the property is acoepted by a public .agency as
provided above in paragraph AT ·then this 'offer to dedicate
·6 and deed .restriction, o.r the open space easement c:reate¢i by
the acceptance thereof, shail termin,ate. 7
8 VII. WHE.REAS, the Commission, ~cti~gon pehalf of the People·
9 of the State of California and pursuant to the Act, granted. the
10 Permit to the Grantors upon condition (hereinafter the
11 "Condition") requiririg inter alia that the Grantors record an
12 irrevocable offer to dedicate the wetland portions of the
13 Properties, as described in the attached Exhibit D (hereinafter
14 the "wetlands"), in fee, and an irrevocabJ,.e offer to dedicate. an
15 open space easement over the wetland portions of the Properties
16 f?O as to prevent the adverse direct and Cumulative effects on
17 coastal resourc:;::es and public access to. the coast which could
18 occur if the Properties were not restricted in accordance with
19 this Offer; and
20 VIII. WHEREAS, the Commission has p'l-aced. the Condition on
21 the Permit because, a finding mu.st be made under Public Resources
22 Code Section 30604(a) that the proposed development is in
23 conformity with the provisions of Chapter 3 of the ,Act and that
24 in the absence of the protections proviBed by, th,e Condi tiol)., said
I'"
25 finding could not be made; and
26 IX. WHEREAS, Grantors have elected to comply with the
27 Condition and execute this Offer so as to enable Grantors to
28 undertake the development autho+ized by the Permit; and
Page 4 of 8,
.,
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_ I
, 'r 2209
1 X. WHEREAS, an additicnal Ccnditicn cehtained in ~oastal
2 develcpment permit No.. 6-85-482 is the requirement that Granters
3 irrevccably cffer to. dedicate to. a public agency cr to. a private
4 asseciaticn acceptable to. the.Executive Directcrt an cpen space
5 easement cver the steep slcping lagocn bluff areas cf the
6 Preperties~ and
7 XI . WHEREAS, Granters-are'ccmplying with this Ccnditicn by
.8 executing and reco.rding a -dccument entitled, "Irrevccable Offer
9 to. Dedicate Open Space Ease)ll~nt for Protected Bluff Areas and "--.
10 Dec,laration of Restrictions" ~ and
11 XII. WHEREAS, a proposal to restore and enhance Batiquitos
12 Lagccn as a viable tidal wetland is presently in the planning
13 stages, which p~oposal, known as the Batiquitos Lagoon
14 Enhancement Plan cr any successcr plan to. enhance cr res·tore
15 Batiquitcs Lagccn (hereinafter referred to. as the "Enhancement
16 Plan"), when implemented, may' require' .dredging 01;' otherwise
17 inundating a pcrticn cf the bluff area ccnta±~ed within the abcve
18 na,med cpen space easement', and described in the attached Exhibit
19 E (hereinafter the "bluff aiea"J~ and
20 XIII. WHEREAS, (:rantcr$ desire to. ccoperate.with thepropcsed
21 enhancement and restoration of Batiquitcs Lagcon by previding
22 herein fer the dedicatien ef fee title ef _so. much ef these lands
23 described in Exhibit E as are·designated en plans fcr the prcject
24 as lands to. be dredged er etherwise inundated as a result ef the 'r' ~
25 implementatien of the Enhancem~_ht Plan; and
26 XIV. WHEREAS, it is intended that this Offer pertain to. the
27 wetlands described in Exhibit D and the bluff area described in
28 Exhibit E, that this Offer be irrevecable, censti tute enfe-rceable
Page 4a ef 8
2210
1 restrictions within the meaning of Article XIII, section 8 of the
2 California Constitution and that sa,id Offer when accepted shall
3 thereby qualify as. an enforceable restriction under the prov·isio.n
4 of the California Revenue and Taxati~n Code, Section 402.1;
5 NOW, THEREFORE, in consideration of the above and the mutual
6 ,benefit and conditions set forth herein, the substantial public
-7 benefits for the protection of coa·sta.l resources to be derived,
8 and the issuance of the Permit to the owner by the Commission,
9 Grantors hereby irrevocably offer to dedicate to the State of
10 California, acting by and through the State L~nds Commis's;i.on' or
11 other public iesorirce management·agency acceptable to the
12 Executive Director of the Commis$ion (hereinafter r the
13 "Grantee"), fee title to the wetland portions of. the ,J?roperties,
14 which wetland portions are.: spe.cifically described in Exhibit D.
15 Any public agency accepting the offer to dedicate shall limit
16 uses in the area to natural resource education, res~arch or
17 enhancement programs approved by the California Coastal
18 Commission.
19 Further, in order to facilitate the constiuction, op~raiion
20 and maintenance of the Enhancement Plan approved by the Coastal
21 Commission upon, over, across and under Batiquitos Lagoon,
22 Gran~ors hereby irrevocably offer to dedicate to the St~te of
23 California, acting by and through the State Lands Co~issioh, fee
24 title to that portion of the lanq,s described in Exhibit E ~hich '-, I
25 is designated in th~ Enhancement Plan as lands to be dredged~r
26' otherwise inundated so as to be located at or below the five foot
27 (5') contour as a result of construction of the broject. Said
28 dedication shall be' made at the time a coastaJ,·-development pe-rm~ t
"
Page 5 of 8
. f
1 . or an equivalent;. permit from -a suc'ces'sor -agency is -issue<:1 for the
2 enhancement and restoration of Bati<gui tps Lagoon.
3 1.
-.
Benefit and Burden. This Offer shaLL pertain .to the
4 'wetlands described in Exhibit D and .the, b.lttff:Cirea described in:
,. .
5 Exhibit E and shall run with and: burdeh the, Properti~s, and all
6 obligations, terms , conditions, andf~stric.ti;onsber~by imposed
7 shall be deemed to be covenants and -;t:'e,sttict:ions running with the
8 land and shall be effectiVe limitations on the use of the
.g' Properties from the date' of recordation of t-rds 'document and
10' shall bind the Grantors and al.l succe;ssors and Cissigns for a
11 p.eriod of twenty-one (21) years.
12 2. Construction of Validity·.,rf any provision of this
13 instrument is held to be invalid or for any ~~ason becomes
14, unenforceable, no ,other provision shall be thereby affected or
15' impaired.
3 • Taxes and Assessments. Grantor's agree to payor cause
17", to be paid all real property :taxe.$ and assessrn,ents levied or
18 assessed against the Property des'cr,ibed in Exhibits 1)' and E until
19 accepted.
20 4. Successo;rs and Assigns. The terms·; c-ovE?nant,s,
21 conditions r exceptions, obligations, ~nd res~rvatiDnS contained
22 in· this Offer shall be binding upon arid inure to thehenefi tof
23 the successors and assigns of both the Grantors and the Grantee,
24 whether voluntary or involuntary.
"
25 5. Term. This Offer shall' be binding upon the Grantors
. . 26 and their heirs, assigns, or succeSs6rs in interest for a periOd
27 ' of twenty-one (21) years from the date ~H recordation of this
28 Offer.
Page Sa of 8
1 6 . Passage of Titl~. with respeot to the wetlands
2 described in Exhibit D, upon recordation of an acceptClnce of this
3 Offer by the Grantee substantially in the form attached hereto as
4 Exhibit F, fee title to the property describe:d in Exhibit D shall
5 pas,s to the Grantee.
6 with respect to the bluff area described in Exhibit E,
7 during the term of this Offer, upon the issuance of a coastal
8 development permit for the enhancement and restoration of
9 Batiquitos Lagoon, orupo~ the issuance of an equivalent permit
10 from a successor agency, that portion of tha lands dascribed in
11 Exhibit E which is designated in the Enhancement Plan for the
12 project as lands to be dredged or otherwise inundated so as to be
13 located at or below the five foot (5') contour as a result of
14' construction of the project shall pass to the state Lands
15 Commission upon the recordation of an acceptance of this bffer by
16 the State Lands Commission substantially in' "\:7:h.e form attached
17 hereto as Exhibit F.
18 1 1 1
19 I'! 1
20 1 1 I.
21 1 / 1
22 1 1 1
23 1 1 1
24 1 1 1
25 1 1 1
26 1 1 1
27 1 1 1
28 1 1 1
',"
Page 6 of 8
':
., :() 2213
1. Executed on this !~' day oO¢~ , at San Diego,
2 California.
3.
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
GJ;tANTORS:
BATIQUITOSBLUFF, a California
iimited partnership
BJde:,-rr=-=:
BATIQUITOS POINTE,a California
limited partnership
BYb.-. :/cE-.= -\r;r
SAMM:lS PROPERTIES,
a California corporation
21 S'TATE OF CALIFORNIA
22 COUNTY OF..:ifJ1\J O/~
)
) ss.
)
(Batiquitos Bluff)
23 On thist~ d'ay of ~fihn..htJL " 1986, before me, a Nota~
Public ~n and for said sWe'7 personally appeared J)Ma fa r.
24 rS(}.fto.J7M:5/ , persoJ;la1.1y known to me (or prqVed t·o
me on the basis of satisfactory evidence) to; be the pers:Ol'!' who
25 executed this instrument, on behalf of the partnership therein
named and acknowledged to me that t~ partnership ~cutedit.
26 OFFICIAL SEAL,k!aAU./Lt;f!. ~>
27 a,:~ '. KATRINA R. PERRY U Il-M A (n . P'ij/ rJ V Notary Publlc-Callfomla fJ1l ~llv CJ L.· r;T·../~L SAN' DIEGO COUNTY -- --28 (Print or type mime) ..
f """ My Comm, Exp. JUne 30, 1989
k,,,,,," .
Page 7 of 8
1', .',
l' STATE OF CALIFORNIA (~atiqui tos Pointe.),
ss.
2 COUNTY OF SfIIV 016-60
3' On this I~ day Of~~, 1986, be:tore me, a NotaE}'
Pub),ic in-and for said St~nally appeared utmaJd' r
4 ':.:J!lf/lA1Jv~ , personally knoy.rn to me (or proved to
me on the basis of satis'factory evidence) to' be the person who
5 executed this instrument, on behalf of the partnership therein
named and acknowledged; to me that t e partnersh;i" executed it.
6
7
8
9
e--r.~Qr·r 0; ~I' . OFFICIAL SEAL ,
• KATRINA A, PERRY
Notary Publlc~lItomia
. SAN DIEGO COUN1'V I.~=E~J_OO"~ }%:-~~~~c::::...::;aa:z:;;a:>u;;;:: ........ t> .... ;n:;;;::"
10 STATE OF CALIFORNIA
12
16
17
18
19
OFFICIAL SEAL KATRINA R. PERRY
Notary PublI~lfomla
SAN OtEGO COUNTY
, < ::.~' , My CoITVTl. Exp, June SO, 1989
"-';',:,":-r:-...,~;n:'~
20 STATE OF CALIFORNIA )
) . ss.
21 COUNTY OF Slit! DIS-cd) )
or type
(Sammis Properties}
(Print or type name)
22 On thisjD-tL.-day o( \Vlf:~ .. , 1986, before me, a Notary
Public in an for said Sta e, personally appeared LEE C. SAMMIS I.
23 TRUSTEE OF TBE DONALD F. SAMMIS CHiLDREN' S TRaST.~ personally
known to me (or pro~ed to me on the basis of. sati~factory
24 evidence) to be the pen;;on who 'executed this ins:trument,. Q.n
behal.f of the Trus.t therein named and ackhowledged to me that t:Q.e
25 Trust executed it.
26
27
28
OFFICIAL 'SEAL
KATRINA R. PERRY
Notary Publl9-C8l1fomla
SAN DIEGO COUNTY
'~"-r"""\ \JlY CoITVTl. Exp. June 30. 1989 'I'
o. __ ~~II'';:;1:~'~~~~U:::SO_v_~'~:~:'"
{Print or typ~ ria~e)
Page 80f 8
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22'15"
, L
EXHIBIT A
PROPERTIES
L,EGALDESCRI,PTION
LOT 3 OF PARCEL MAP NO. 13653, IN 'THE CITY OF :CARLSBAD, COUNTY OF
SAN DIEGO, STATE OF CALIFORNIA, FlLED' IN THE OFFICE OF THE COUNTY
RECORDER O'F SAN DIEGO COUNTY, J,ANUARY 31, 19'85 AS FILE NO.
8 5 ~o 33316 OF OFF;I:CIAL RECORDS i' AND
LOT 3 OF CARLSBAD TRACT 82-18 (BATIQUIT0S POINTE) I MAP NO. 11290,
IN THE CITY OF CARLSBAD, COUNTY OF SAN DIEGO, .STATE OF
CALIFORNIA, FILED IN THE OFFICE OF 'THE COUN.TY RECORJ::)ER OF SAN
DIEGO COUNTY JULY 16, 1985.
i:'
EXHIBIT 8
LEGAL DESQUPTION
BATIQUlTOS LAGOON EDUCATIONAL P~ .
PROJEC! SITE
12-10-85
84-801.9
THE LAND REFERRED TO ~EIN IS SITUATED -IN THE CITY ·OF CARLSBAD,
COUNTY OF SAN 01 EGO, STATE OFCALIFORN1A, AND IS. DESCRI BED AS
FOLLOWS:
ALL OF LOTS 1, 2, 3 AND -4 OF P AACEL' -MAP NO. 13653; ALL OF LOTS 1,
2 .AND 3 OF CARLSBAD TRACT 8~ -18' (BATIQUlTOS POItrrE) 1 MAP NO.
11,,90.
.:
.. :.
CAlJFOR'NIA COASTAL 'COfv\MISSJO~
$AI'4 Off GO COAST Olsnl(:1
riled:
49th Day:
180.th Day:
'Staff :
0<: tob.,r 7, 1985
. Wovember 25, 19~5
A'pt"i 1', 1986
U-SO-C
1m .~ 'Oln RIO SOVTli. s.wt '2~
"",... C>IfGO. CA f2 I <»-H2O
'(6\~ m·rt¥)
Staff Re:pod,:
Hea·rin& Da t.:
REGUtARCALEND~
llovtmber 12. 1985
lIovember-'19-,22,' 1985
STAFf REPORT AND PRELIMINA.RY RECOMMENDA.TION
Application Ho.:
Applicant; Sammis ProPQrtLfls .\tent: Jon Br~u'
Descdp'tion: Subdivision of a 167.9 acre site; !'fast,er Plan for approval of a
mixed use, planned commu~ity development'. C'onsistin& of: a
graduate university, research and developl'rlen't offices,
recrea tional fac il i ties. a commercial center, hotel eonfer2n<;e
comp tex, 603 (m.aximum) residenUal ''U.ni ts in sin& ie-family and
rolti-f4lTlily structures'; and construcU,Ori of Phase One (if the
Mast~C' Plan consistin& of a porti~ri of the' university and 129
residential units.
Master Pla.n , I
Lot Area
Buil~i~ Coverase
Pavement Covera&e
Unimproved A.rea
Lands~apeCovera&e
P~r\c!n& Spaces
Zonin&
Project oensit,y
Max. Ht abv fi~ &~~de
167.9 acres
29.3 acres 07")
35 .• acres ( 221.)
33.S ' , (Un.) acres
69.7 acres .f4~")
6.115
PC
-lldlJ/a.c (aveC'age 'for .all "laS. ac-eas)
90-feet
:',:)c~o:.ion; NcC'o:h s~\)re of Batiquitos' L~&60n 'oet~een Int-e'C'state5a'(ld
C~r~s~ad BOulevard, Carlsb~d. S~n Dl~~d County .
. ~?~ls 2:~":l.lC-Ol,03,09,:O and .216-1~O-~0
.SU~.i· .. H:::'·/'! ?~:-= :;O;:·l::-:~:H.::>: r::.H·t~:i.~d' San oiegutto, Lanci Use PLin
STAF~'NO-r£S:
e~rtifi~d e~rl$bad L~P Mei!o I ~nd II Se~~entS
etc tJ6-82.-32!1
eee 1)6-a~-61;
eee 'iJ6 -83.,..'613
Sur.-:mary,of Staff's Pre liminary Recommend'ation:
Staff is recommendin& a,pp~ova.l of the project. subjecttoa variety ,of special
conditions ~e!.ardin&: open space protection; erosion. draina$e and sedimen-
t:VWJ·~IT ... r..
"N,
"
"
.,
.... ,1 2218
6 -85-H'2 '
Pa,. 2
tation control; mUl,alion foC' a&rieultuC'd eonv.C'sion; v.iv.,r of fhbillt-y;
State ~n4. Cotrrnission review; provision of ,public 'actus; ~nd, arehlfiolo,ic&l
preservation.
The J\Jbjoct. application involv.es rGview of, a Master Plan fo't' a 167-acre sits
in Cadsbad owned by s&mmis Properties. The proJect.' .H. lies alon& lh. nor.th
.hore of Batiquitos L.1&oon between Inters·tate '5 and' CulsbadBoulevard
(Hi,hw-ay 101), The sit. contains a unique variety of topo&raphy and habitat
arus, includin& wetland areas, steep • lop in, h,oon bluffs ,and ,.en-tle Ilopin&
lands historically uud for a&ricult.ural Pt'oouction.
The applicant ha~ s-ubmiU.d a M..as.tcr P13n. for the ,it.. ~leh ineludGI a vid~
array of land uses, including; an under&t~duata/,C'~du4te unlvar~itr; _ hotal
conference center; aS,sorted shops and restaurants i recreational facilities,
includin& olympic trainin& faciliths; r;es·earc·h and develop-tuent officu and
facilities; and a NXiJm.nn of 603 ruidential u~i.tsin ~th .inglet-h.lUlY
detached and witl-family attached structures. The ,pet1l.it applieat.ion also
includes a tentative map .fot' subdivision o,flha .it. into 1.5 parcels and
implementation of Ph.1se 1 of the M4ster Plan.
The project .ite ori&inally vas inelu~ed within the S.n DUto Countr(Sah
Dh&uito) fAcal coastal Prosram plan ara... In 1983 I ,the propQrty W'aS anne.x@d
t.o th~ Cit,lor Carlsbad alOOi vit:.h weh of thG h"Qst&rn buin'.of Bat-iquitos
La,oon which va·s also fot"mQdy.vithin the. County',' LCP jurhdiction. Ttle
annexation of this aru into' the' CHI e.ssenthllY' voi4ed the' policies of the
San Dh,uito LCP. havins the area !fit.hout anap.plic&'ble LCP.
The City of C~dsbad has submitted a s.t of land' use polid.ls and'. imple~ntin&
ordinances' for toe .ann8xe~ area t pr,oposed to serve as a' s~para'hseg,ment of
t.hal C.arlsbad LCP. Th~ proposed 'Jut Batiquitos ta&oon(Samin:is Propu·t..iu LCP
~epent ,eovElrs tha S'Ubject proper':.y and the t'~maindet' of the west b'asin of t:h~
Batiquitos ~&oon. That LCP submittal is bain, ravie-wed by, th.CotmLissio~
concurrent with the subject penH applicaq.on for appr9val of a Kaster Plan
for the Sllmlis property, subdivision of the site and implementation of a
portion of the Mast.r Plan.
As an' ad'ditional note, Batiq.ui::::>s t.a&oon is the subject of an enhancement plan'
bein, prep~rtd by the State CO-is:31 Cons,ervancl. The enhancement, plan will
address a portion of the subj~c~ property and ~ildiscuss and make
recomm~ndat.ions on ~ nunoer of issues re,t,ardin& the 1a&00n iricludin&: the
pC'es'ervation and enhancemp.nt of t~e biolosical pc-oducti'lH:y 6f the sensitil/e
habitat in and at"ound t~e lagoon; public access to the la'~oon; and the visual
aesthetics of the la&oon. ,The existence of t~e enhance::lent plan is mentioped
because it· is. referenced in both the subject pet-:nit applicat~on and in th.e
accomp.anyin& ~est Batiquitosta&oon/S .. mmis Pt'operties tCP se&ment.
• 1
rR!lIKINAR"t STAtF RlCOMMEllO'ATION:
I. Approval with Conditions.
2219·
II-U,.)-4l:k
PI,,)
The Comruiuion hareby &,rants a pemt for the p'ropo •• d. developm.ntj .ubjectto
the conditions below, on the ,round. that the development, as conditioned,
,will be in conformity with the adopted Local Coastal Pro,,,.-. and v.i,l!' not
have any d,nificant:. adverse impac·ts on' the 'environment vith-in-the'Manlril 'of
the California-!nviro~nt.al Qualit.y-Act.·.
II. Standard cOnditions.
III. Special Conditions.
The pennit is wbject to the followin, cond,it.ions:
1. 1n Ft. Dedication . ..
A. nt 'p.t"fiit.,~ .........
:!!;;~~~~~~;::::;;~~~~iT~-i~rt,~;::~"!:~~~'~ dtldic-a GI • III e., os: &na ted On Exhibit 10. 5 lK.-t.J~~:trt'Y
~1.;lO.c.t.._~~If.o-c~rmi:11iilll include le,al descriptions of' bOth· the ,'applicant t s
entire parctl(l) and the are. to ~ dedicattd; . The of (It' to. dedicate shall 0-
in a fonn acceptable to tha lXl!lcutive Dir.c tor and nm in favor of the 'Giopla
ot the stab! of C~lifornia, Said fu tith may b. acelptadby the Wildlife
Conservation Board, -of tha S·tat·Q of California ot" O·th6'H" public: C'lUou,reo .
lIuul.a&Q.tUnt a,ency accepubh t.o the !x"cutivlB Director. Any public a,li1ley
aee.ptin, S\lch dedication .hall limit. U3es in the ar,& to'rla'tut',il ru:ourc:e
education, r.search or.enhanc.ment pro&rams.
r.~' The offer ol dedication-shdl b. record,' t'rte o'f ,xcept fot' t.a.x
& ,:,', -liens. and Cre:e olp'rior encumbrances ,w, ichtha t rlctoC' dattC"!'i1ine's
ruy affect the interest. 'bein, conveyad. T a oHer t.o dedicat. shall b.
bindin, t.o SU<;c.lOSO:~S and u.si&ns of ',the applicant or lando-.nttr,. Tlle offer to
dedicate sh:all be irrev,ocable foC' a period, of 2l yu:-s, such period ["'.mnb,
from the date ~( recOrdin,.
8. Prio~ to transmittal
app 1 icznt 'stu 11 execute an ~~~~~~~~~:;:;::~::~~~< space usemel1t ~nd . ed re$tr~ction. ve~t' .'. de~i,n.ted ~n Exhi . 0 ·th~ staff ~r~.~p~,o~t~t~.~~~~~~~~~~~~~~
le,.l deseriptions of both 'the ·applic'ant' s entire pa.reel and the easement
areas and shall prohibit any alteration o:f hndfonu, placement or removal of
ve,.tation, or .erection of st.rUctures of' any tyPe unle.s approved by the
Coastal COarUssion or il.'Ssuc,cessor in int.erest,. except as specified in this
permit. Erosion control stt"\Jcturu uy b1l' allowed, vithin th': restricted are.
}
,,'
:'
i :;
2220
if approved' by t.h. lx.cutiv. pireet.or, in con.ultaHon v.ith th. ~plrtJPAnt of
rl.h and G~!M t pu['suant to the tenns and c'on~i tion. o( t-hil plnait.. '
~Th ffGr of d~ieation And d.ad ['utriction, 5Mll ,~, r_,cQrded "r.~ o,f pr-ior
an , Ixcept (or tax Uen., ,al'd (['I' of prior .n-cumbrllrieu tthi~'
, utivI Director det.mintlt, ... y ,H.et the, ,~nl.rlUt be,in& conveyed. Th.
offer .hall run vith the land in flvor of the P.ople o( the, S'tat. of Cali-
fornia, bindin& sueeitssorsand Autin, of ,t.he, appUcant.or UndoWTIQr·. The
offer to dedi-eal. shall b. i.rrevocable (,or a p.or'lod 0'( 2~ ,reats, such 'pedod
runnin, ([,011 t.h., date of reeo['din,. Th. de.d r."tric'tioa'ccmta.inad il) t.h.
oHer 'hall 1>4 bindin,' fr01l, the data of r.e~rdin,until iti tac-aination wit.h
t.h. acceptance of the f .. dedicat.i'9n. If t,itl. t.o the ,rop.rt.y is acc'ptedby
a public .,.ncy at 'provid.d above in para&t'lpb A, th.n lhh' Qffer t'o d.d'icat.
and deed restriction, or the op.n .pac ••• 'elM'nt' ct'eat~ ~y tho aeceptanc.
tharllA!, .hall hrminate. #
.t. stoep Slop • .lBluff Habitat Ar.... P['ior to t.he t~,tt.ai ,ot the
c~ dev.lopment peOlit., lfcant ,han, submit,in ,', (o~ acceptable
to the lxecutive Director, '. offer t.o ,eao a Pf.,Ibl a,ency
or ,to a~dvah association ac ,,' e EX'CutlvIDi,rect,ot', n 'open
~. .. var, th~ .hop lllopill$ ,13&oon' ,blUff areu of thQ ~it
~_ ......... _~~a3 ..... t... h"ibit. IS of the .taff "epQrt,. ' .
, ' ,
Tb4 document .hall include h,al dllts:criptions of ~t.~ tMapplieant 's $f\til"Q
parcel And tha eaiament. arGas. It IMll prC>hibit. t~ llltontion of l,md,!ot"'IU. ;
,hcQ1ll4nt or removal of v.,etat.ion,or 9reetion of st.ructures of anl't.Y'P.
unlliss approved by t.he Coasta,l Conn.isdon or it. IUc¢Qssor in 'intarast, ,except.
as specified in this p~t'1Qit. P\Jblic p .. destrian tc,ai,fs"; erosion control
:structuru', and ['emoval of debris .haUb. pet"ll\i ttad, as approved by tlut
E~Qcutiv. Director in consultation with the O~t of Fish and Gtm~. pursuant to
thQ Sp~ci~l Conditioos of this permit.
Any improvements peC1li ned in thil area .hall be lMintainea on an onlQin,
basLs throu,h on. of tM followin, Mans:
(1) The Batiquitos t.4&oon EducationalPar1c, with lUint.nanc. pC'ovide,d (or
in the CC&R's of the subdivision;
(2) a ~intenanc. district;
(3) a public a,ency; 0[',
(4) the 3cctptin& 3&lncy, "Which shall hay. discretion ~( accept~n,
ln4intenance c:esponsibility ~t the time of accept4:':ce of the nse:nen:..
Un~i.l ~~inten'ance is assumed by one of the ~bove, the app,::'can: sha!l
['upons ibility (or the area. Further, a, tria intenilnce ,phn desi,natin,
responsibility shall be submitted (or the review and written ~pproval
Executive Director.
reta ~.!1
I
of the
Such .asem.nt shall be recorde , -.xcept. f.or tax lien"
"","h-1,.-t~~rrl~:-rl va 0 i r.c to,r d. tonines 1U 1 and (['ee o( prior encumbrances
effeet the interest bein, conveyed.
favor of the People of the Slate of
Tbe of(~r shall ,~ vHh th. land in'
California, b~ndin& the successors and
, .
"
:1
:'
:;
:'.
,-
· "
,.:45-"8,
Pal' 5
alli,nl of t.he applicant. or landowner" The oU.roC 'dl~ iCltion .hall \?
Lrrlvocabtl for a ptu"iod of 21 yurs, weh period ~nni-n, (ro. the dat.. of
rocot'din&.
3" ruture Development. This ptmit. is valid only for the Pt'9Pos,als
listed below:
(A) Conceptual approval of the Batiqui'tos ~&oon ~ucaHonal Pa'rk'
lUstar Plan;
(5) Su'odivis'ion of thesne in accordance with TtntaHveMap ,8S-U;
and
(C) Implementation of Phase One-of: the ~st:er Plan includin&:
,radin, and con.t-ructio!) fora porti'on of ~'ru A. areu a and Cv
II indicated on Exhibit ,. of t.he staft report..
Sub.equ'int implementation phase. and element. of t.he pC'ojlct. includin& any
re.litnment of Carlsbad Boulevard, Ihall tequir.~ review
and approval under tal separate coastal d.velopment. pu .. it.{.). '" ~(jI!. ~
~. !roJion, Sedimentation and Draina&\!. .' ~
A. Submittal of Plap!
Prior to tbe tranSllliU.al of -the "e:oastd developmen,t persait,' t.he
applieant Shebmi t for t.he review and vriUtn .pprova-l of ,the' lx.cutive
Director an r "ii, ~ed17ntli!on and drain.let pUrt:lor the project. !he'
pl:m sh4l11 be pt"tparll an r0V wed in accot;'da'nce vitb the 1980 Master
Otaina,t Plan for the City of Carlsbad •. ineludin,& the }l!odal Erosion Control
Ordinance contained in the plan.
The erosion, uditnentation and draina,'. plans '.hall include:
1) A NnoH control plan dui,n.dby a licensed' en,in.er
qualifi.d in'hydrolQlY and hydraulics, which VQuld usura no
incruSt in pl!iK runoff rat. from the d,veloped .it. over the
&rutut'dischar,'e expected (roal the exis,tirt& undtvtlop.ed sit~
as a result of a lO-relir'; 6~hour fr.,quency stonn. lunoH
control shall be accomplished by a variety o£ measu~es.
includin& but not limited' to: on-site catchment' basins,
detention bas ins, :silta-tion traps ~nd ener&1 dissipator,s"
2) Detailed-maintenance arran&ements and various alternatives
f 0(' provid in, the Qn-t.0int.repai'C' and aa i-ntenance of any
approved draina&. and ero.sion control fadlit' s includin&the
.x~stin .basin located:. ~,~~r .. '0. :( the
~(f-lite or on-site i~rov s 'a,ra no,t to ~ .cC:.p~ed or
maintained br a public a,.ncy. detailed, lI\.I'intenanet ~,reement.
;:
-':".
L
bind in, the a}>,pllcln-ts and their luccu.o'rs in interest shall
be ucured pdor to the t.ransmi'ttal of the per-it., Such
a,rtUients sh.tll b. I\l:bject to the revieW' and' vritt,ln" approval
of tho Exocutive Director.
3. A' plan and NP (or the protec live 9taldn& and (enein, off of
the stoep tiopin, bluff are.s ~~ b. retained in open jpaci
puc!SlJant. t.o Special Condi Hon 2 of this penaH and ..
indicated on Ixhibit 'So! the staff ,report. !be plan staU
specifica tl1 prohibit opera'tin, Q'C' ,parkins urth .,ovin,·~uip-
ment within or'throu,h th.se at.as, stockpiliOl oleartbwork
or other disturbances Wit.hin open spac. atu., ucapt I, p.r-
mitt-Ad {or .rosion or sedimentation control purpoi'U U allowed
under Special Condition 12. The plan .h.t 11 provide for l'he
placement of (incin, pdor to any .arthvork "rad:tn& or .it,
clearance. Coordination vit.h" the District Ita£( of t.he Contal
Connission .ha 11 al,o 'be provided. in order to allow Cor I Held
inspection aft.r said stalcin& and {encin, is inplac.i ~t. prior to
coanencement of ,radin, J to assure compliance 1iith t.h. intent of
these special condition •.
B. Crading Activit.ies.
lor all phases of construction, the applicant ,slall e,omply wH:h
th''''(dditional provisi~ on ,radin& and ~to~ion control:
, '
1. All ptt"'lZlanent ['\InoH and Irolion eontr~.l d'niet$ sh.ill be
dlveloped and installed prioe to or concurrent with any on-sHe
srading ~ctivitiiS.
2. .'..!.! &:'ldin& activities, includin&that fftquired for struts
and \Jtilitice~. shall lw prohibited within thltp.riod [rOlf!
October 1st. to M4rch 31st. of e~ch ye.J·e ..
3. All ar,us disturbed by ,radin, J but not coapltt.d durin, the
cons:ruction p.riod, shall b. plant.ed and shbiliud prior to
October 1st with temporary or pe~nent (in th« east of
finished stopes) erosion cont.e-ol measu.ru and landscapinc. The us/!
of t~:nporary ~rosion cr)ntrol mea"sure·s,such as. be~, int.rc.ptor
d i t;: ~ots. s anJba&t in&. f i It t t' ~d in l-at::i. de bris bas ins and s 11 t trap S.!
sha~l be utilized in conjunction with pt~ntints to miriimize soil
loss from the construction site.
Said plantin& shall be accomplished undet', th~ supervi'sion of a ;:
licensed landscape at'chitec·t and s'hall consist '0£ seed'in,. Jwlchin&.
fertilization and ir.ri&ation adequa,t. ~o provide 90 pet'c'ent cov~t'a&e
wi thin 90 days. Plant.in& shall b. rapea~ed, if the r.quired !eve 1
of coveral' is not established wi th in that 90 day period.
, .: .... -
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This r.qui~,.ment .hall: apply to .l~ disl'urbed 101-11 i inehidin,
atock"pU.s:. All phn,tin& shall conto~ .. to an appt~ov.d land,capi.n,
pan perSpoc ial Condi Hon 'S of thi. p'er,.i,t,. aeve,.hUon of
,rAded pad a["uluybe requited upon a w.-riUen detl(milU'tion l?y the
lx.cut~v. Director -that planHn& is necessary .ith.-t' lOissurt
Adt_quate erosion and J.di~n:tltion, 'control or t.o uintain theseeni.t-
int.,rity of the site.
~. undscapin!,. .Prior to, the tnnsmi Hal of the penait., a -d.tailed
landscapin, plan lndieatirii :the type and location' of -pbnts -and hydroSe,din,
JUtarial, i'td,ation .y'st,am and ofhe:r hnd-seap .• fe~turll for the proj.ct.
shall be submitted (or the review andwritt..n approvAl of thf'j £XHuUVQ
Oi,rG3ctot". ,Drou&ht tollH"ant. plant. ~t8ri.l~ and native v,,-e,t~tion BMll b.
utilized to the maxilwm extent. feasible. The phnt spedn list and
la.ndscape plan sMlll>e reviewed bylhe !xeeu-ti v.J)~r'c:.lo'(· in, conlultation-
vi th tho Statt OGpa~t..ment· of Fish and-Came to luard .,dnst intr~etion of
any spedes which are inherently noxious l.o .or.incompatibi. vi. th, tho -
adjacent la&oon habitat.
Land,c3pin& in. Ireal adj a~ent to th.' h,6on _~luff t Inhrsbti IS and Carlsbad
BculctvardshAll includ. tbs ut. of .pedJaen-.b-.d .tro., lo,p.rovicSe4-.
l§.nd~eape ,scraall to buff.~ devoloplMnt. i I.tt lU."ea,s, (-1"'0. view 'hm ,
adjoinl -r:oadvays and fr9ft the 1I,oon 0 usurQ· -_ "the' 1~n4-'
• unln, r~ilU' .ctive. , eft of t.he project,' " . tho
property Owners assoeiation .hall ineludlprovisionJ' to prohi . , removal
of th<l bndscapQ m.:atQriah 4nd to u;rur. t'hair ~9nl\~d exi stlnea. ~Q a
hoalthyand thrivin&eondition.
6. Fina.l Gradins Plans. Prior to tr2rtSl;lithl of the coastai dlftveloprnent
pentit, theapplic.ant !Shall submit for the r.vi~1( :a.nd; ,vt"it.:t~r:l, 31'1't"-O'lJ1 of the
EXItC\Jtive Dinctor, the (inal tradIng plans' (or-t.ho 'PhasG 1 ,radin, approved
in the. subject .perut. The plans shall ei:.arly show lh~ ex~jtin, and' .
finished contours and topo,rlphy of t.h. ar.as to be ,raded or filled, _IS wl'!ll
as the existin, topo,raphy of thearus to be left in th.ir 'n~tural condition
as opensp-lce. The phns sha.ll be certified by a re,istered -'ensineer or
Qt.h~r quai i.Had prof.ss~onal, tb be true and accurate.
The ptan shall als_o eont.ain reasonably aceur:-at. es,~imates of the .aJaOunt of
c:u't and Fill &rae:n, required. The plans shall .furth~r include a &radin&
schedule · .. hie!') outlines the units of &radi-n& th-at can be completed durin& the
non-rainy season (April 1-Oct. 1). Anyv;iriation from this schedule shall
be re;>orted to the Execut~ve_ Director irranediate-ly'~
7. Buffer-Zones/Setbacks '. Prior tQ ,radin, in, area C, the applican,t
s~ll submi t for the review i'nd wt"itt.n approval 0,( the Exicutive Director,
final ,radi.n, and buff.r zone plans (or the utllo b. traded;. 'The plans
shall reflect thefollowin, erit.ria a~ds;hall be reviewed in 'con$lJltal-ion
vith the State Departmen-t of-Fish and Cam •.. Th~s.criteria_shall be applt,d
to area C of the MAster Plan, eurrentlypro.pos,dfor ilnplelHntat-ion, and~, to
are.s H, X and L of the Kaster Plan in subsequent. petillit applic'ations
pursu'ant to Special Condi tic.n , 3 of t'his 'perot.
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C. H, [
t'eport.
except
vith a
b.twun the h,oon bluff ed,. and bluff t.op structur.s (0C' arias
an L shall w provided in accordance wit'}} Exhibit ,5 of the .ia.ff
p~eifica1l1, no· bu((c:l~ z:one.h,.I11 bit hit th.n SO-f •• t. in "'id~h,
C' the lreAl of Ipscific home .itu in aru C wheraabuffer zone
ini.n1i:m t:lidt.h of .5 'fn·t. sh~ll l>-all<wed. .
•. App HClnt' I Ass\J!ltl?tion of lisle. Pd,or to
the applicant I. landowneC' thall Ixecute and rlcord
(ona and content acc.ptable t.o, the lxecutive, Director,.
(a) t~t the applicant understand. t.hatthe site uyb. ftlbject. t.o extC'aordi-
nat7 hazard fC'01%1 .ros ion and the Ipp He.nt. asSU1t'leI the lhbili t.y froll lUeh
b:a%aC'ds i and (b) that. the applicant uncondi-tional1y ~iVls lny claim of'
li~bility on the part of th~ CotmUsdon and itt advhors rtlativQ to the
commiu ion' I approval of the project fO,r any 4'~,. due: to natural haz.rds.
ThQ doc\JllUlnt shall run with the land, bindi!\l .• ll SUCC·USOC'J ~nd ud,n$. and
shall be rQcorded frae of pdor liens and' ~ncUAb['ancos' vhieh lh. !xecutiv&
Director detinQines may afhct the int.re:st bein, conveyed.
9. Stat. t..tnds Comission RevilW' .. Pri'or"to transml~tal of th., coastal
development penUl, the p~rotte. Ih.ell obtaina· VC',ittfln delamination frem
tM Stat. L4\rtds Cetrmi,sion that:
A.
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10 state Lands ara involvo4 in thG developmen~. or
State t.:.ands IC'a involve4 in the development and ill pemih
required by th~ State Lands Commission have been o~tainedJ or
Stat. !..ands m.y b.a involv.d in the d.v'lo~nt,· w:t .pendin, a
!inal detirTAination an a&t'ument luu 'been e;adl't with Ui& State
L.3nds COtm!ssion for: th& pC'ojoct to pC'octed lIlit.hout prQjudicll to
th\t det.rmination .
... ~~~l~O~. ~~A.!r:c h;a~e~O~l~O~U~ .. ~~A~l;i~m~i~t~'d~~t.~s~t~i~n~'~Pqt'~o~'~r~aJI~~( 0 llewd by a(i?o"ram of_ ~O ot" lites .id.ritlf led fn the
£:3 foC' the the ment.d U recommended ·in the ElR and
t"equ iridby t~. C ~ t7 of C;ar lsbad. Any chan,·. 1n 'this re<\ui:-.ment shall be
r.port.d to and approved in ~it' ~~y the Executiv. Director.
i1. A :-icuU:ur~l Conver on Miti ation Fee. The applicant shall· subr.lit
ev:Jence that, consist~n~th the Commission. car·titied· ""es~ 8atiquitos
t..i&:)oo/S.;.mis ?rcpo!rties ? se&::'Ient, the (equired A&ricul.t:.lC'al Conver-s·ion
~i~~,a~~oh Fae for the acres of ~,ricultur~l land affected by the
S\Jb~ivision and Master Plan, has been paid and t~t such funds have bp.en ,<.
d.posit.d with the Statl Coastal Conservancy. Such evidence shall be
s\Jba1itted pC'ior to the transmittal of the coastal d.evelopment p.t'mit: and
shall be subject to the relli."" and vrHten approval of ~ Executive Director.
12. s i&nau. Pdol' to the tranStnittal of' the coastal d.ve~opment
peC':li t. the applicant shall submit a ~~en~!!!1v! I; ull£:~'S:l!)for the
"roj.ct which shall include the use oeway directional u,ns and othet
.. ...
...
2225
eOm1mity idtntiHcation or' dirac'Uonal .i,ns to direct traffic to the .it.
,via lh. lv.nida Enc iria accu. rat.h.r t.han the CarUb.~ J.oql'v&C'd ·acc· ....
proposed foC'. 1.Jftplam.nlat.ion in Ph.au 3 ot' t.h. IUI·tet" Piui. ~~.'i,n pro,r~
tJ~ rubjec t ·t.o the rovilli and W't'i t't.~:n approval oftM .!x·icutlve Dirlctor.
13. P\JbUc Accus. .~rior t.o transmittal of the cout.d devdopment .
p " t.h. applican.t. shall I'\Jbmlt a ~lic. aceuJplan for t.h. proj.ct which.
as. ru c~lianco with the followin& r·eqUlrlltl4int.: . .'
(A) ~ fubliC acc.,u vista ·points .pl"~,eced Itr er •• Q .hall be
N,intain.d for ptlblie, us. and ;shall b. approprl.lt.ly,ur,lc.d with
public ICC.SS ident,itieation .llnt· at the vi.ta PQints and other
area·s t.o d~rect the .P'Jblie to tho ••• it... .' .
(B') nr proYi~eas. t.o the publie le.CUI visu pOlnts ~
area C, lavi&at. C' Circle shallnot..b4 l:Whdto-priyat.& Uie as
cUITently indicated on project plans. . .
(C) A. continuous public aec.ss path I.hall be provlded alone t.he
north shore of Bat.iquito. Laloon.· the ~ocation of such access path
. shall be d.tenUn.dlUb::~u~Qt t.Q Comm.1.d,on r-eviw. of tho
BatiqUi,t.ol ~,oon Enhancem.entPlan.Should the approved enhancement
pltAn inelude the de:tomnat.ion 'that public ~ee.SJ d~ tb& basta of
the 'bluffJ is apprO'priata., provision of /I pat.h in t.hat AU&nlMnt
shall M tb.' rt'sp~ibility of the applicant. Gr, at the dher0tion
of t.M aee0'pting a&&n<;1, the as'4mcy which aceept. tho othr to'
dedicate an open spac. easement OViJ:' t.he aria purfUlnt. t.o Speeial
Condition' 12 of t·h" -feoUt ('Or, any other Plrty i.dentifi.d. as
r.~po.ibl. (or such impr,ov~nts in the Ehhanca::Ml'it Plan it'S approv0d
'by the CcmmisJion. . .
Shou!d the approved !nhanealUne Plan include the d.~tarm.inati6n that.
i continuous ,£ublic aCC !!" p.t~!"n5. t.he ,base oft,h, bluffJ .... ould
interfere vi t.h the habitat value of the ra&oonresourees, the
con<:inuous pHh 'shall be provid.d ... ~t.h~n t{:~ bluff, ... top .s~:ba.~'lc arl.
'':'Qn, the top of the 1.1&00n bluHs 1n area' C, K, :~ and L • .
res?eetively. In either eas., a pat.h of a quah ridth (·lnimum 10
fu~) shall be ?t"~vided'with sufficient iiDpC'ov:~n:ts to provide
reasonable ·acc.ss ,lon'& the north ,sh'are of the latoon"
t l~ condition. the applicant sh~il record the
Band C above, a&~inst the prop~t"ty i
res tic ti.on
hitr""'b1n~;ZX:::t:::::a~M==r;i:1. ~.l~et.; .... and VC' itt en a pp t:ov~ 1 0 f' th. ·-tx~ cut. ive i ..
Oi r,c.tor. The document shall t"Un vi th the land t ~indini all successors aod
assi&ns, and shall be recorded free of prior liens .arid .ncumbrances which the'
Executive Director deter.nin·u NY affec.t the interest. beini conv.yed.
U. Water Features. Prior to eonstruetiQn' of any of ·t.he "water
features" proposed, the appticant shall submit: final plans for sueh features
for t.he C'~vie,", and vrittenapproval of the Execu'tive Dir.etor in consultation·
yUh th~ stat. c.partment. of Flsh and CaIM.' 'eithor t,h. UI. of ,vater' PU~"d,'
!rO'al !&tiquilo. t.~,oon (Or:' such futur .. t nor:' the tXJtflw of ~.t.r !.t01l the
wa~.r h..,lt'uru into tha bloon. sh~ll be allovtd unlus .p,cilied in -the
,~atiquitOlJ L.a&,oon lnhancenl41ntPhn u r0vio",ed and I~rov.d b,y the Co.ut.1l
Commission. '
15. !uildint, H.i&htlHoat.dals. In order to pt"otect. t.he le.nie quality,
of lh. 4 rill , aU pha.su of the pt'ojeet s~l1 conform t'o t.h. (Q l1owin&':
criteria:
(1) The ut.dllt used (or COtlJtr-uc'lion of the fit-It. roW' 9f .t.t"Uc~uru
alon, t.he 1&,oon ,bluffs sh.Jll be compo'sed of vo¢dand, earth tone,s. White
Wlllll and r!d' tilod ,rooh 'hall b4 prohibited for uu on th"se itruC-
turu. Th~ rnaxirwm haitht fot' the ItC'\lt.tUt'U ~ lhinthis A("lHl .}aU not
exceed 25 fut.
(B) Efo stNctUr:'U, othor than the 90-fQot. cainpanUe Ind lh. S'S-fO()t-hi&h
vo Ueyball lrainin& ,ymnas iUlU. shall exce.d I hd,J'\t. o,f t.h'. 3S-Uet.
IV. Findin!s and Decl~rations.
The C01IlI'Aiuion finds and daelaru, as follows:
1. Projl!lct Oeseription. The Dlatiquitoj! Lagoon iWueaUonal Park b 4
aixad-usa devllopm:t.nt plan propo,lad for a 16)"".er. .ita: in ~arllbad.· the
project. site liu on the north shQrl of Ba,tiqUHQi, uloon and 'actually
eonhins a portion of the ,b,'o~n itself (r12't~r t.o'ixhibit IS).' tiort.h 'of th<l)
la&oon I continuous bluff rises U'p from. the wetlands to I la1""t •• "ent.ly
.lopin, "nua" tihich vadas in elevation froa'''St.o 12$-het. 'a'p¢vI ~ah,.ua
lavel. !he terrace at tha top of the,bluffs slopes to the s~th and ~Qst and
compdsu ,tho majority of ' the sit.. '
'!he site is l>ound on the us·t by Interstate 15. on th., north 'of the exist.in,
Laku,hoC't Carden.s Mobile Home Park, and on the vest by C~rtsbad,' ,~uUvard' (an
extension o.t Ki,hwa1 101). '. The Atcheson Topeka andS~n,ta 'Fe (AT' SF)
bilro.ad ri,'ht of tla,/ traV8t"ses the site ft"Olft !,\octh tos~th," Thh break and
an eXistin& draina,e cours;; lead in, to the la&Qon It". the oniy bt"ulcsin the
bioon bl,uffs which lie 'olttA'un the la&oonand the "~sl" top.
The Mashr Plan is compOSed of a relatively intense site pla'n ... hich include,s
'a variety of land uses and densitil!s: The prop~r.ty h~s bf!e.n divided into 16
sepa-c:ate pl~nnin& areas and tht"ee phases as s,hown in Exhieit: Is 2 and:.,.
ApproxilU4tely 33 ac:-es (21 pe:-cent) of the lUst,eC' Plan iraa is compos,e~ of
h&oon and h&oon bluffs. P,roj ec t plan,s caU (or ~ll 'of this bioto&icallyl';:
sensitive area to be maintained in open space. Otherwise, individual .
nei&hborhood developments ar~ proposed throu&hout. t.he rwinder of the,
property. ~ch nei&hborhood orplannin& area is dui,natad 'by a
cOr:'respondi~ letter on the site plan (refer to tx}llbH 13). The, p.et"IJit.
application includes actual imp.lerwntation (&t",a,din, and construction). of only
a portion of the ~ster plan. t~t portion bein, 'phase i. comprised of
phnnin& areas 8.C. I. 0 and ro'u&hly half of area A and subdivision of the
2227
parcel into the proposed development units ..
Q(the project. .it.· lOC-ittd ,.ntr;llly on t·h.
property,
The Master Plan.
.• -0.)-41."
Pa,. 11
l'.hi:J'. represent. aboot one third
.southlas t p.ort ion of. the
within the proposed master plan, plannin& ,ar·ea "4" .is dui,ned to be the core
of the Batiquitos ~,oon Educational ParK, ,with a privati. university bain,
the basic component of the entire parle. 'Area, A woUld coritafn the uni var-
.ity· s law school, offiCI buildin&s, And ·sl·veral bUUdln;spropo'sed for
research and d~velo.pmenL ,..Iudy on. h.alf of ,the 730,000 sq. ft. of 'b1.!ildin&
a~ •• proposed in the ~st.r Plan will b4 devoted to the.educAtionAl in~titute .. The remainin& square' foota& .• Would belclStd (QrosuPP'ortin&
research and development facilities as ... ell as adnUnistrative offices for the
graduate and under&radulto facilities.
A total of 15 buildio&s art proposed vi thin this .area composed of 5 one-story
It'Uctures t 7 two-stot")' structures·; 'j thr,ee-story .tructucesand· a
90-foot-hi&h campanile (t.ower) to serve .as the l.ndmark for the univers.Hy,
A lar,e 'portion of area A is devotad ·t.o off-Itc-e.t parkinl .• indudin, four,
tvo-level parkin& fadliti.~. This aNa would· al.o be t~ I.it. of a n\Il:qber
of vater features which, as proposed. W'Uldba s-uppUi'd throu&h tbo pump-in&
of w-ater from Ba,tiqui.t:o$ 1alooo bdOtf. .
Planni~ MUS "'8", "C", ".0", "I", '7". "G" and 'fl" eecpriso t-ha rGiidenti21
portion. of thoprojeet and are dui&ned to. $Un'Ound the I}ducational
facility. A variety ·of housin& types aC'~ proposttd. .It''us "C" and "H". whic.h-
lie adJacent to the la&oon bluffs, contain a ~1.l lot:: sintlt family, .
detached projec·t typ.. Arus "BOO, "0". HE". ~F'''. and .. ~ .. ~ veuld eonhin
lWltiplo fa.lT\ily housinS. Area "G" is anticipa.ted to provid. Rllti'ple family
. housin& for students. Plannins area "'", adj "c.nt-to the 4keshore Gardens
Mobil. Home Park to the north, has spe,cial, provisio.ns reduein& the density
vithin this area and crutins an SO-foot setback from the. -.cbile home parK to
. en;sure compatibility. 1 total' of 603 units would be allw.d under the Kaster
Plan at an a'leC'a,e density of 13 dulac for the plannin, areas in which
r~sid.ntial development is proposed.
Plannin& areas "H" and "r"",ould contain· recreational fadli'ties and include
a larse &ymnasium for the uni'lP.C'sity. Tht!se areas eould 'a.lso include a
health club, d.-y car! centu and' student book st9t"e. This u'ea-~s ~lso
propos.ed to be the home of the U.S: Oly:npic Volleyball and Wei&,htiiftin,
teams. The proposed &:r.:mas:'u:n would be located ~lo.n& the_ AT &SF ri&ht of
",ay and ",ould be a tn4xi;num hei&ht of 55-feet ..
"
Movin& ",est of the railroad t.racks, an~a "MOO is proposed as a "tovn and
countC'y" co~C'cial area ",ith a smaU lUdcet, rest·aurants and ot.her
associated uses desi&ned to serVe the educational pat"k. the· areas south of
area "M', aC'us "Jot, WI" and "L" "'ill also include visitor-oriented uses
includin& a hotel, convention center,. and related t.ourist c01!Qereial uses.
Withinthis area, included in Phase 3 0'( the Master' pian, a t.otal of 370 hotel
room/suites are ultimatdy proposed fo·r construct.ion. Areas I, 0 and P
, '
" .. '-:.... ~ -.. -'::'.~
".
. ...
:..:= .. ;
" .::
"
:-:
22·28
'-85-~!2
Pal. 12
which ICO cOll'l'poud of 1.I,00n w.tland., tho Idjoiriin,bl11H a'r.I, ,.nd I
dt"aina&. chann.l with an .xi.tin, desiHint balin, ara proposed U opcm space.
2. Pnsarvation of AAdeulture. The rubj8ct property has historically
, becsn th" sit. of I&dcultut:~l pt".oduction. Th. ontire silt, Java for tho
dt"aina&e channel, t.h. v.tland arlu and, t.h. ste.p tlopin, bluffs above t.he
11,00n have recently betn or are currently used for h["llin,. Th. .
u;nvit"o~ntal Impact Report (or t.he project stat..j that rou&hly 131 ICt"8S of
the lit. hJlVG been uueSCot" >"icuHur.. Tho pt"oposod lUshr Plan (or the
.it. calls for III of tho a&ricultural lands on lh •• H. to b, conv.ertod to .
urban us.s.
There is no question that pt"es.~.tion ot the max~ amount of .!ricultu~al
lands feasible and promotin& a&ricultural production luvt be.n amol1& tb. most
comphx lind contc-ovlt'sial iSSUQ.s of the! Carlsb~d f..cp ~ello I Ind· Mello 11
gegment.s and tho San D,i.&ui to LCP. A. gr'eat amount of time and .ffort vas
spent by lhe Commission and it. staff addrlSsin, lhe a,r~cul'tural bSti.
durin& lhe preparation and public haarin, sta, .. , o( these ~ '~pQt1ts, as
well as durin, subsequent amendment requests. '
UQi ther tho lands wi thin the San Dilll&ui to area nor thf') Melle! I and, II
lJ8p;ents are considar.d to contain .prune .~&ricuitural hndsas def.inod in the
Coastal Act.. Thorefore the applic2ble Section of tho !cttlOuld, b4S(lction
30242, which statel!
All other lands suitable for IgricuJ:tu'ral use shalt not be converted lo
nona~ricultural us.s unless (1) continutd or r.ne~d a&t'icultural use is
not fusibl&, or (2) such· convtt"sion vould present prime airicultural
hnd or concentrah development consi.~tQnt with S.c~,~on 30250. Any such
pl!lnaittod conversion shall be compatible with continued agricultural use
on surroundin, lands.
HOW'eveC', in JanuaC'y of 1985, klsembly 8ill 37U (BC'adlty) vas siined into law
adding S.ctions 30171.2 and $.ction 30111.5 to the Coast~l Act. Section
30171.5 applies to the subject propeC'ty and states:
s~ction 30171.5
(a) The amount of the miti!ation fee for develot>:nen;t on nO'npC"ime
at.t"icultural hnds ·in the cO:istal zone in the C1ty of Cadsbad that lie
outside of the are~s described in ,ubdivision (f) of Section 30170 ~nd .
subdivision (d) of Section 30171 shall be ,deterninedin theapplicablt ,"
se.~ment ,of the locil coasul. pro!r.an\ of the City of Carlsbad. but shaUbe
not less than Jive 'thousand dollars (S5 .000). no[' mort than. ten 'thousand
dollars (SlO,OOO) p'tC', .. acre. All ,lIllt.i&ation fees coll.tcttt:d .under this
section shall be deposited in the State, Co~stalCo'nservancY Fund.
~b) All .itiutlonfe.s collected pursuant to this ,eclion are hereby
appropriated to. and shall be .xpended by. ,the State Coastal Conservancy
in the followin! order.of priority:
{l) .. storation of n"ttural ruouC'cu and wildlife hab,itat 1.n
Sa t1 qu ito" , L.t!"oon.
(2). Dovelopment oJ In ,int,erpC'eH .... e center at !\.lena Vis.ta La!oon ..
(3) RutoC'2tion of beaches mana!,,8d foC' publicus. in .the coastal
zone in the City of CaC'ls .. b·ad.· , .
{~) Any other pc-oject OC' actiVity benefUin! natunl nsource. in
the coastal zone in the City of, Carlsbad tllat is provided for in the
local ,coastal pC'o!ra.m of theCitt, of Carlsbad.
The bill thus established an 4dcult.ur~l, Conversion MiU,atlon, r~le fo[, those
arus of C.arisbad recently annexed fr01!l the County of San Die&o and lyin,.
ootside of the plan areas of the Mallo I and ii tcP·,e&M"t.:The provisions
of Seet.ion 30171.5 were included in the Cit.y of Carlsbad's, LCPsub1zlitt.l 'foC'
tho West ,B~tiquitos ~&oon/Samnis [.cP seplent.. trnd.r ~hi. pro,.ram the owner
of dui&nated a&rieultur~l lands I in this ease~ Sammi, Proped.ies, is allQwed
to convet-t a&ricul turd land. throu,h pa'nnent of a, iU H,ation fee of "no.t .
len t.han· $5 1 000 nor mora t.han $1,0. OOO',P"C' aer.... ,In aec'ot"dance with S&ct'ion
30171.5 of the Act I the fus collechd viII be deposited vith the State
Coastal Conservancy to ~ expended by t.h_.,Conservancy, eonsistent: with the
I'PGehl h!isla~ion previous 11 cited. !he, priority 'for. such expenditure
C..lts first tilth r •• toration and enh.ane_nt o( ~tiquHo. ~&Qon. second
. with development. of' faeiHt.i~s at BuenaYista ,La&oon, .and, thic-d, with
rutorat,ion of public beachcu' in Cadsb~d.· rourth on the list of priori.t1e,s
(or expe.ncHturt of the funds 13 the purchase of land's 'within Carltbad's
eoutal %one {or continued asrj.culturai ~S ••
Undctr the fee pro!,t"aIn th~ potential thUs .xists foC" impact-' on ·one ~oa$t.l
r.source to ~ III ti&ahdthrou,h the !tnhancement of equally valuable but
totally Unrelated C'uourciS. The C01'l11\ission has .found. this appto.ch
acceptable for the if,llo I and Mello n. 'Carlsbad LCP, •• pants in U,h:t. 0·£ the
fact that the asricultural lands to b. convected are not conside.red prime ,and
are subJect to sevet"1 dive topment pt'urures (C'.,feC' to ujor aroendment.s 1-85 .
Mello I and 2-85 Mello II of Hi. Carlsoa,<f t.CP.) '!Jndee the ~.st ~tiqU.i.t9s
u,oon/Sarranis .t.CP ses:n.ent, the subjl!ct fee .would thus be applied to the
a&ricu ltuC'a 1 lands within the se~:n~nt~.r.ea, a&a tn. d'e,fined in the cert.if i.,ad·,
EIl tot" the' project ~s lJl~~cres. '
Th. $arranis/'.Nest Batlquito·s Lar,oon LCP ser,:nent ·fu'r·ther provides. t.h~t the City
appco.ved Has·tet" Plan for the a.tiquitos La&oo,n _Educ.tio.n~f Parle be amended to
imptement the rlqui.r·emehts of the A&ric,ultue-al Convers.ioQ !!,~ti&~tion re. r-'
Pro&e-aJn subsequent to the Corrrnission's a~tio.n on the LC~ u&ment. This w9uld'
includ. the establishment of the fee amount .(sotheW'hee-e between $S. 000 and
10 ,060 per net ac·re aH ec ted to coC"res'pond to ;t.he cos·t of pt"~s,et'Vin, .prime
a,ricultural lands put"sua'nt to the off-sit.' iniH&ation 'pto&ram of the Mello I
and II LCP se&ment.s.) U dis'cu~sed in tlle, CotM\issions "fin(1in&s' on t.he West.
:'8atiquHos La&oon/Sarrmis PC'opecties .['cPse&men't.. the conversion pro&raJU is
consistent .nth the Coastal Act. as. ~ended;, those !indin&s are hereby
ineorpora~ed by ref.renc •.
::-
,,'
....
-:.
.;.
'-85 ... ~a2
P.,e l~
Thl CotmiSl ion thus finds the .,ricul tura-1 e6iwlr.sion proposed, eons i,hnt
with the CUlsbad Local Coastal Pro&ratll as amencied. Special eo~diHon'll of
th8 pemit rG(loc't. the A&rieulturalConvlllrsion Kiti&ation r.'-·pro.sram of the
LCP. The speda.! condition" r'qui,res that, prioi:' to tr~nmlttalof, the .
eoastal devtloptnQnt penUt, evidence of tC"arisCaC" to the Coastal Con~e'tvancy
of th8 convuslon fee for the 131 Acres af fe~cted by the proposed ~Iter Plan
and subdivision, be submitted for the review and written approval of the
Executive Director . .lI conditioned, the 'C01'TIUission finds t-he p't-oject
consistent with the LCP 'as eeC"tlfhd.
3. Visu.al Impact. See:tion 30251 of the Coastal Act is applicable to the
proposed development and slates:
The, scenic and visual qualities of coastal 'arus shall b$
,considered ,arid ,probctlt'd as a r.esouree of public
iJrrportance. Plnnitted d'evelo,pment shall be sihd and
desi&nad to protect views to and aloo& the ocean and scenie
coastal areas, to '.inimi%e the &1 te'etHon of ~turai
landfo~, (and]' to be visually cOmpatibl. with the
CMractcr of S\!rroundin& arcau, ...•
Th. 167-aen proJect:. sit. h presently undeveloped with a~aajority of the
project sitet used for c011'lmercial O\srie.~ltl,.lr~i1 fl.owr production. Tllll sib is
.i t.ult,ed on a urine t.errace adj aeent to both the Pacific eeean and htiquito!l
La&oon. Tho ttrr2cei.s compd.ud 0'( ,radual slope. at ,rades frO'll 1 to 10
percent., with elevations ransirl3 from "5 to 125 hot above mean SCia: ,level.
A terrace ucarpment borders the southern Nt"!in of the,terraee. The bluffs
which comprise the terrace escarpment generally separate the upland portion of
the site (terrace) from Batiquitos L.a,oon. The t.rrac. ucarptllent b covered
with Coastd Sa,. Sct'\lb, which, fonus a 2 to ,3 foot ta·ll, th,iek ve&etativc.
cover. The bluff in the eastern portion of the site extends (rom th~ upland
terrace (devation 125 feet KSL) t~ the la"oon floor (lass than 4 feet above
mAan sea level) at a slope ,radient of about 1.3 to 1 (horizontal to vertical).
From the project site, a panorama of vieW'S is ava.ilable.~~ the west in the
direction of t'hli ocean ,and to the s'outh acr·oss BatiquitQs: [.;a&06n. From the'
terrace uta in the nor~hwut sector of the property. there are sweeping,
unobst'.ructed 180 de&ree vi,ws of the Pacific Ocp.~n ov~rloo.lcin& Carlsbad Blvd.
Likewise, in « southe,rly direction, t~e site offers extensive vie· ... s ~cross
B~tiquitos L~~oon to its oppositeshoreiine and bluffs a~& the residential
developments in teuc~dia.
Similarly, the project site is hi&hly visible .from the sutroundin& areas. Itt
is hi,hly visible from Carlsbad Blvd. (Hi,hwcy 101), Interstate IS and from La
Costa Avenue across Batiquitos L.1&oon. Distant vie""s of lhe site are
available {C'01A theresid'en,tial areas of n'Q'rth Leucadia and the 'raside-ntial
arus of Carlsbad north of thlt sit.. The site is Ilso hJ&'hly visib,~e from
pissen&er trains usin, the AT&S~ Railroad. The applicant is propos in, a
relatively dense development which includes many 3S-foothi&h buildings'and
three structures "".11 in excess 0.( 35-feet. The closest buildings are setback
;,
..
"
.-, 2231
, -35 -'.t a~,2
Palo 15
.5 (e.t from the bluff ed,e on both sJd.s of the AT and 'S1 ,R.ailroad trades.
Thil setback distance is adequate, but not exceptLonal. t'tla Col1ftlilion has
ost&blished a min1.n.m sotback inpe-.vious pormi t dcacisionso( It hut a SO
(bot J.tback (rom scenic co~stal bluffs to protect ~i.ual r.~oute •• and at
.llut 100 feet, it potsntiai impact, .. to sensitivi habHat va'lulS ~xists. , , '
WhU. it. is void (or the I\Jbject site, th'e ~ertif~ed: land.u~e,plarl for the San
D.h,uito Local Coast~-l 'Pro,~J,m (County of ,San Die&o, 1980) eontdned I se.nie
resources policy ,roup, whic.h detailed vlsta point •• nd .cenic ;bl&hway
corridor vie~1heds. The project .ite faUs .nthin tlle ·Vie",sh.d 'of Vista Point
lNmber 2, loc.at~dnortb· of ~ .Cos~a Ave. and east of Old Hi,hway 101. The
vistA point is .Ltua,fed' Icr()u the hso,onb.uin fI:'01S lha' IUbjectproputy.
The vista is uid in lhc dt'~ft:. LCP to "yiGld Ixcell.ntviem Q-f J'Urflinltl,
BatiquHos L.1&oon, and the blu,ffs and fields on the nOrth tide. of tb.
la'O¢n." In addition to ~in& within t;,he viewshed oJ an ostablished vista
point, the proje¢t.. site it aho located rithin the vitvlMd of a roadway
reconnended fO.r d"esi,nation Is a Ic'enie vi", eorridor!n the San Die,uito
LC? ' H1Shway 101 (Carlsbad BQuhvard)' from La COlta .tV8. t.o 'South ~rlsbld
'8-each offers ".xcellent vis\ofS of .urf, eoa.tline~ BaHquitos. La&oon, and
bluffs to the no~'h, accord in!; to the S~n Die,uito 1an4' use' plan. A nt.tmber of
deava1opment· d,si&n st.ndat'.ds w1:'e recoomended in the·. San Die,uito La' to
minW.za impae ts to .cenic view,' corridors. Th.,e ineliJde4: bu i !dins and
vogfllt~tion Sl~tbackl, iconic: iUswnts and hdsht an4 bUlk rastrietion..s. lU
well as rutrictions on offsite silna,. within view "of the laloon area.
The. structures p['opo.ed alot1& tM la&oon bluU. ar. rtlst'riet~ to res.idanthl
. houtin" in on. and tWQ stodas. The one,..story residenc:u would be located on
each lid. of .the -five proposed paths to the five pu:blie' vi-s,ta point. .• a~ 13.hown·
on txhibi t 16 of the staff. ['aport .In an effo.M. to ainiaize thei&paets of
the fi['st ro .... of struetut'Qs on th_ jcenic. ['Q$ourees of the si,t.e, Special .
conditi.on 115 t".,ardin& final ,desi&n eri teria for those hemes ~s been
attached to the permit. !he condition [,·.quirts t~t the aterial. used for
finishin, these bomes consis.t of earth and 'food tones to assur,e ~ompatibilit1
vith the· surr~ndin, area,
Sp4lH:ial Condition IS of the pet-:nit further re<!,uit"u suMlittal of a detailed
hndscapin& plan subject to the revie'J and Ioft'itteri aptlt'oval of ·the Ex.cutive
Director. Tht. plan is to include the use of speci:nen siu trees around the
projltct's peri:ne·t;.er w-hich, at m4turity, Vill bav, substantial he.i,"ht and
brl'adth to buffer the development from the major road~y.$ i.n the area. The
purpose is to softe.n still further .the visual impact o·f·the development, vith.
partic.utar emphasis placed on screenin~ the lat"&e st~.Ictu'res alons the latoon
bluffs vith an ample number of trees, /<
Special Condition 115 also ['estde ts the heishto( an s·t~ctu['u .on the site,
save for·tvo, to 35-feet. As mentioned, ~ny 3S-foot hi&h buildin&s are " " propose,d in the Kaster Plan. In addition, a 90-foot.hiih to .... er and 55-foot
hi,h ,ymnasiuia are proposed, the formet' bein& proposed fo·[, pnase 1 of the
projec t. WhUe' the hei&h,t of these two structures rep"resents a "d.parture fr01ll
the 35-foot hi&h limit normally associated vith Carlsbad's· c,oastd' ione, the
.tructut'es in question have ~een sited in less c'o~spicuous locations of t.he
,-.
"
, '-S'5..o.H2'
P-a,,~ 16"
proporty and do not rtpresent. I threat to the $xt.tint tlstheHe valu •• of the
lite. The hd&ht of the u'mnasiU'll 11 dictste,~,by t.h', Itandtrds of the .po:-t
snd puc-pose for Iofhich it is propoud, a trainin, ilh (or the U. S. olympic
vollGyball tum. l'h0 curpanUe, lihile 90-fllotin hd~ht, is not. I bulley
.t["'Uctura with the n.&ativa, aspect of ~loc1cin, ,view, Qf llaocun ot" 1.&00n
(rom surround in, roads or deveiopment.' The specia1 c:ondition ,hu b"en added
nonQth.less to assura t~t rem.aind.rof th., de.velop~.nl p,r'opos~ for th~ .-it'.
not be constructed toilateh in Bcal. the tw larIat" ':~t'J~tur'''. .u 10 ' '
eondi Honed, the COtZniuion· find. the proj et;t, ~onsiltent vit:h, Section 30251 of
the Coastal Act and with the Carlsbad, West. Bat.lquitos,U'oon/Samis Pr,oparties
LCP u&.ment as certified. '
~. Resource Prottction/Sensitive Habitat. The subject site is located
adjacent to Batiquitos ,~too,n and' contains a portion of lhe lasoon itself' and
a lagoon bluff system cover~d vith coastalsa"e./c~pparal. Section 302~O of
the coastal Act is Ipplic~bl. to the proposed project and statu:
(a) Environment.ally unsitive habitat. area$ .hall b4, Prote"ct*d'
a~ainst ~ny si&nificant. disrupt;ion of habitat vd)Jes, and only
uses dependent on such ruourc •• shall 'be al10vtd vithlt\ IUch
ar~as .
(b) eevolopm4lnt, in 4rus adjacent t.o enviro~t.all,. 'uns.itivo
habitat' areas and parks and r.crGation 8 1:"8 as' sb.iu"~ .Had and
desi&ned. t.o p,rtvtntim:pact.t which wuldsi&nifiuntlt d.,rad.
such ar'Qa',. And .}all be cOlnpatible vit.h th. ~cnltinullnC. of I'Uch
habi tat areas ~
Section 30231 is also applicable to t'he project and provides that:
The biolotical productivity a~d the quality of eoastal vaters,
strums, vetlands, estuades, and lalees appropriate t.o aaintain
optimum populations of marine or&anism$ and for, the protection
of human health shall be uintained an~ ,where fusible,
t'utored throu&h. amon& other m~ans, ... controll~ t"\lnof( ....
The subject 'site lies adjacent to Batiquitos La&oon:,an~' includes rou&hly
ll-acC'u of en ... ironrntntally sl!nsitiv. habitat of the' U,oon itsel! on the
lo ... -lyin& portion of the property,P!'oject plans call for 560.000 cubic
, yards of cut and fi!l &t'adin&' on the ~es~ locatead above tne ~a&oon. No
development is pC'oposed on areas N ,0 ot P ',",hi.ch contain the sensitilla
'wetland areas, The bluffs which s'epcr;.lte the la'!>oon and a,:s.sociated salt
l1\4lt'Sh habitat from the upper :n.arine tert:'a:ce and propond "luff top
.development wiU also C'em.ain in open spac: •. ' These,bluffs.ar. ve&et~ted
,with a Coastal Sa&e Scrub cOtIaDUnity. a sensitive habitat recolnized as
appropriate for preservation in the policies 0(' 'the w.est latiq~it.os
La&oon/SalMlis Properties UP se&ment L4nd Us~ Plan. the ElR ident.ifi-.$
the bluffs as a nat.ural buffer betwe.n develQpment .hd tht laloon.
Additionally. the closest residential structuC'e is setback .Sfeet fcom
the blu ff ed,e. This setback rill pt"ovide addi tiona.! protection to the
, .. ~~
.. '
',' ..
"
· , ., ' 2233
il-v.),-'l ... "
Pal' 17
5". tlCf'\Jb .colXlhUnity loc:.ate.d on the blu:ff hc:...·ln ordlr urure that thl
bloon blu·{f system "'ill tetUln in per'Jl\ln'nl open ipaci and in iu
natural Itate,' the' com:niuion is approvin, the proj.ct. rlth the .
r~q\J.ir~nt that.' an open 8paC'1a Ituamen.t over t.he. bluff 11st., .n '.
indiCAted on Exhibit· IS, b. offe.rad for: dedicaHon to • public a&eney
accQptable to the Executive DIL~ctor Inthe attached Spedal -CondHionI2.
Th'l C01IUUiuion is also requirin, in Special Condition 11 that. lhe ",.tland
portions of the sita, allo indicated on ~xhibit:. 'S.,b. dt-die·a.tad in fee
t.itle to an IPpLQpriat. reSOULee .ana,~nt 1,lncr and, until itJ
acceptance, reserved &I pet;'"tUnent open .pac.. Sa,tiquilos La,oan is one
of the 19 eoas.talwetla~ds identifit-d by the Dept. of lisll and Game in
the LepoLt entitled "Aequi'sition PriodHu fOL the Coast.al WeihnuS, of
California". The adjaeent ~and wit.hin the U,oonis aneeolosteal
rueLVe, owned,' and I1Ulna&t-d 'by the o.p~. of 'i~h and GaM. Ae<iuisi'tion of'
this pare~l would b. an appropriate addition t.o t.h. rt$eC'Vl. '.Acquisition
would also help assure that only usu compatible vith the ufnten.nc. of
the W'etlarids, as -identified in Section 30233 of' t.he 'Coastal Act, ~uld be
peru tted wit.hin this arll. The Commh.sion hal found in variousp.Qr."mit
app lications in which iietlands art involved; that .public ovnerS-hip of
suc·h. sensitive habitat is the ~st assurance of their eon.tlnu&d hi-olo-
sieal productivity consistent with ·S.·ction 30231 of the Coasu! Act
(16-84..,617 KdlY.I6-83-613 Winds'on& shorts, r74S3.l!lolhta,1).
Th$ C01rI11issi01l has also attached to the .penaitt Special Condition '4.
which raquirusublliUal ol • runoffc'ontrol plan that .Isur.s JlO
inCrQ2Se in pule runoff from the dev,eloped lite. Also, the Vater alst ~
dischar&od throu&h .n eners1 dissipator a·t la,oon leve1. Adverse impact.s
of development adjaeent to ",etlands are most often asso~iated with the
potential for increased runoff whiehtransports. sediment to the la,oon.
The ErR addresses thQ !act that the pot.ential for udiunt toreaeh the
la,oon from the· d.isturbed site and the associated potential (or de.stld.'"
tion of t.he la&oon resources wuld be ,rutest dur.i", t.he construction
phase of the projeet. '.
Because of the substilntial amount of ,ra·4·fn, proposed andt,he .proximity
of the &r,adin& situ toextremelysens·itive rdoureu, the attached
conditions prohibit sradin& activity durins the r~inY season (Oct 1st
throush K4r. 31st) of each year and ri!quira th~t erosion control devices
be installed and operatin& prior to October 1st. The erosion cont.rol
devices may be inst.alled concurrent with !radin~, provided there is a
bonded &uar~ntee that they vill be operatin& prior to ~tober 1st. The
conditions also provide foC' prompt hydroseedin& of all·dlsturb.ed slopes.
The open space areas rust be fence-d off durin& constt"Uction to help
eliminat.e the encroachment of earth-mavin, equipment into sensitive
habitat areas. The attaehed conditions also addrlSs maintenance ot the
draina,. improvements I partict,llarly the duiltin, basin. 'the requi're:ment
(or installation of sueh devices in itself does not meet wit.h t.h. intent.
of Section 30231 t unless the devices ar .• maintained.. ~refo['., th'.
conditions.provid·e that m.aintenanee a'rrantements be secured })elore the
• j.
2234
6-'5--U2
Pa,. a
pend t. is relund. P'inancin, of thlilUintsnanca oo.t: .. bo be ensured " ." . '0. dheullion of projected uint.nanc. cost)' it requ.ired to auurQ
proper usu~nt tus. !'his h particularly approJ>'r!ah if m.alnt~nanc.
is to be the r~sponjibility of a prop~rty owneri' aJlocia~ion.
'i"haSQ require.ments http usure compliance wi.th sections 36,231. 3Q233 and
302~O of the Coastal Act. 'The Comniuion finds the project. II
conditioned. con.istent vith thue uctions of the Act and vith· tte West
Batiquitol LA,oon/Sa.m.is UP u&,m4nt:. IS' e.efUlled, ineludin& the'
pC'ovision which prohibits &radin, durin, tllerainy Icuon.Spe~ial'
condition 'H has ~.n attached to the permit:. becau,e of the potential
i~actJ on the ~t.r quality of !atiquitos Latoon associated with use of
the la&oon .. either. a .0uC'ce of water for the vater fubures. or. e3 Zl.
point of di.charte of·such water.
Tha Commission'S standard ~iver of liability has also b4en attached to
the project because the development is located adjacent:. t.O .tup slopes
and includss land arl& which' may ~ I\Ibj ect to inun4a'tj:on, in tM:t they
ar~ within t.he lOO-ye.ar flooc!,J'lain of San M.ar~o. Creek"While all of the
proposed construction is relDOvedfrom the lW,ts of the lOO-year
floodplain, associat..d flood flollr'S eould poten,tially trod. and undennine
th~ bluffs ~lO'W proposed dQvdopment a,r.as. 'tbh c'ondHion ul\lr •• that
t.ha applicant. 8cmolo(led&as and asrum/uthe inh6r~tlt risb of fnlch'
devolopm:2nt and nivu any elaiz of liability _,ainst thi CODnisdon f'o'C
it! approval of the development.
5. Public AccllSs. The subject sit. is lo~at~ ~twetn Batiqui tos
~&oon and the first coastal roadway. In accordance with Section
30604(c) of th. Coas,talAct. the Commission Rlst &ake a find ins' r.&ardi~, '
the proposed d.velopment t S' eonfor:manc@ vi th a1.1 'publie accus and public
recreation policies of the Act.
The findin&s on the certified S.n Oie,ui to LUP contained lan.&ua,1 lihie-h
wuestad that public access alons the bluffs alon, the north shota of
Bat.iquitos La&oon would be appropriate, on the subject prQperty; should
the land be converted (rom asrieultural u$e. The .West BatiquHos '
~&oon/Sammis Properties tCP se&!Ilent submitt~,l also eOtltains specific
public access requirements. !'he pOlicies of the UP se&Dl!tnt state:
La&oon acce:;s .... ys, bluf~top access·.qys or ~quivalent overlook
areas. or a bike path/pedestrian wallc .... ay shall be provided if
a~ricultural land on the north shore of the l~&oon is~ev~loped.
Such access vays shall be pres.e,C"Ved for public u'seby r'e<.luirin&
irrevocable offers of dedication of those a~tu as a ~ondition 6f
development. These accessways shall not adversely impaet
.nviro~ntally sensitive habitats.
As su&&ested for IftOdiEication. the revised policy would read:
La&oon accessways. bluff top accusways "o'requivaltnt overlook
areas. and a bike path/pedestrian wal1oray~lon, the north shore,
shall be provided if &&ricultura 1 land on ".the north short of
. "
'--'5-H2
Pal' U
Bati:quitos ~soon is d.v.loP'~·' . 'n1. t'es-ponlibi.~H1 'for
con.tI"\Jction and. iuinten~nce of -;uch p~th/wl1cvay--.h:all i>. with
the dovtlop&r unless oll\eC'Vise'peclfled· ~n tha aati-c~uitol [..a,oon
Enhancamt.ilnt Plan. SUch' $celu.-ay-, .hall b~ pruerv6d ~or public
uu by r~uidn., irt'lvocabh off .,rs of dedication of those arias
as a condition of dovelop'Ulent . The i~c,ss"YI ,hall not
a-dv.rsoly Utpac.t Invi rorun.enta 11 i-unsitiv. ha1;>it.I·h.
The LCP ",ment further requires tha-t. I public. aecen p.U·h, permanontly open
to the public, bil provi.ded qn lhaves'tern portion of·, \tbe propa.rty· in areas J t
X, Land P of the Kaster Plan. Add~t;ionally.,· the a-atiquito. ~,oon
Enhancement Plan, When eomplotad is anUcipat,.d to conUin &uidelines for
fXJblic Icee ... 1-10n& th, ~go6n ihore.. .
The proposed l'taster'Plan inclu~u the provis.ionof.thr.e ob.ervat~on point~
along th. 12,oon bluff odg. and a eonUnuous a'eees',: .path alC)ng the aast sid"
of carlsbad !ouievard. Athched Spec'lal Condition, Ill'of the pe,tilit. t requires'
that an addiUotal 1ol&1kvay b. provid.~ alon& the, north .Illor" of t.h. 1I,:00n
either bolo,," the la&oon bluff top, thtou&h tbe '~atiq,uitos ~&'Qon tn'haneemen:t
Plan, or, i.f·found to be inappropriate alonlth •. lagoon e4'.' than at t.he
bluff top in.are.s C, H, ~ and L.
MothQr of the lie,.' eoneot'lU reSlrd.ing pu'bUe aceeu is:.t.h., eff~.c;t. tho prop'o~ed
project would have on trJfficeirculation on. Carl$badBoulovard (Hi,hwar 101)'
an~ La Cost.a lvenue, exht.in& priNry beach Ieee.. rOut... in t.M 01 t,y of
CarlJbad. u mentionod, thQ mixed ule projoct propo.ed·vill ,anente an
'enonnous amount of t.raffic in t.he are., e.lClJht.daf~7 t~OO, a·vo:r-a&8d.ily
trips (ADT's) in'the tIR fat' tho projoe·t. As·dui,n'~t.·t.bo 167 acre project
would hav. tw ontranee/exit sites: one on. the extension of Avenlda Enc.in-as
and one from C4rlsbad Blvd. (Hi&hwcylOl).
Wfth the li::Aited number of entrance points and' the ho .. vy amount; of traffic
,eneration anticipat.d, thoCotmliss ion is eoncernad· vi.th the potenthl
disC"U?,tion of traffic on H'i,hwcy 10-1 and La CO'sta Ave,! If uS.e 'of t.he, en-trance
points is sh.1red e-qually, the r·.·sult ·vould ~anlddHion.il. 13,000 A.01"s on
what is pri:na:rily a (our .lane road in the area tha,t serves as .c.eess' to noarly ,
all .<?f'Sari Die&o' s north cO'unty beaches.. While the applicant ')it11 b~' re~uired
by the City to ilnpcovo -the t"oadw-ay in, the t:tlnediatearea of the proj~et, the
impacts oJ tr~f£i.c &enet:ttion wi.ll be felt far beyond:t.he t'an'~e of those
_ i:npcovements.
The proposed tn.ain access fof." the pC'oject.iS the Avenida.Encinas entrance.
Av·eni.da Encinas inte,rsects Poinsettia ,L4ne appC'ox~t,11 1/2 mIle nOf."t'h· of the
proje,ct site. Rou&hly 1/. milo east of. that'i.nterseet.l.on, InteC's,tate' '5 1'-: ,
provides 'on and off rain?s (or diC'ect -aecess to' Poinsettia t.4n.. thus freeway
access is nearby ~ich would .1110 .... use of th, Avenida Encinas entrance .as the.
pC'imary access £,or the lite. Yot the existence of a' second access to the 51 te
off of Carlsbad BoulevaC'd ·poses the thr.eat of 'a heavy iner.aseof tC'affie ·on,
t.his coastal route to &ain' access to-the BaH·quito. t.a:&oon Educ_tional Park.
While the. ddvin& la·bits of conrwters and visitors trav.ling to and frC)fft the
sit~ cannot be di.etated I the COtmlissio,n iseoneemed vith pruerving Hi'h .... a·y
:'
:·1
:;-
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I
101 '., a beach access route and lSiu('inl no further coni&'$tiofl on 4,1· C.o.t.
Avenue. Tlle,rt{ore the (;OlMIission finds that concerted e({ott. l!L!,t 'be iUd. to
control th_ flow of traffic t.o the ,sn.e by diractin& ,it prirurily to t.he,
Avenida EncinAs entr~nce:
Tlla a.ttached Spocial Condition 112 reflects the Co:tmissions contern vHh·
traHic circulation in the.rea as it rdatu to p~blic access. 'The condition
'requires the applicant to include "'!thin the-si&n pro,raTl for th. p~oJect.' .
provision. for directin& traffic to the AvenidlEncinu entrance ('or the .He,
includin& t.he use of a freeway directional d,ns'at the lnt.erst.ate S/Poin-
letHa Lan. ICCUS ramps. l1le project,' as condl"tion4d, can ~found in con'for-
unclil wi. th all public aeceu and recreaHonal polic,iuo! the, ,Coa.t.al Act.
There h, however, an additional aspect of Cqanission eoncern r6,Olrd.irr, public
accul in t.he area. this involves the ultiInat,e l:oc~tion of the Carlsbad.
Boolevardl Avenida Batiquitos inteructionJnd any potential re'aU,nment of
Carlsbad, Boulevard. Both are proposed for Ph:a$e, 3· of the proj .d. and -.vill
thus require rlvi8~ under a separate coa$tal d'evel,o~t permit. The
COlmIhsion hovever .... nts to dO~1iment here tha.t.any, tutu.r. reali&nment of .
Carlsbad Boulevard has the potant:hl for adverse hnpacts on the accessability
of the public beaches and camp£round •. in t:he area and will thus be clo •• ly
examined in consultation with the City of Carlsbad/Pa'rksand iecreaHon Dept
and tho State ~pt. 0'£ Para and I&cr.'ation.
6. Arc~~lo!ical iasource.. Section 3cr2.~. of the Coastal Act .tates:
~er. development. wuld adversely iJlpactare'huololical or
paleontolOlical resources as: identified by St~te HiStoric
Presat:'Vation Officer. nuonabltmi ti&:ation lHasuru .shall
be required."
The City of C~rl$bad has incorporated a number of aiti&ation meaSure.
into conditions of the t .. nt~tiv.· up and the Ma'ster Plan. The attached
'condition (""quires complianee vith these "mitisation measut"ls. consist.nt vith
Section 302~~ of the Act.
~. Local Coastal Prost"am. Sections 30170(0 and 30171 of theCoutal Act
were special ltsislativt amend~nts which required tha Commission to adopt and
implement a Local Coastal Pt"o&rUl {or portions' of the City of Carlsbad and
county is lands pdor to specific statutory da.tes. The subject property "'1$ .
not inc luded Io'i :hin those spec i fiedareas and was ot'i~ ioally included within
the County of S .. n Die&o LCP plan area. With subseq.ue'nt an.nexation to the City
of C~rlsbad in 1983, the area w.s left without an applieaole Local Coastal
Prosram. The City then subtnit.te4 a set of land use.plan policies and
implementins ordinancls to serve as the LCP for the subject sit. and the
adjacent west Batiquitos LaSoon basin. That LcP u&ment is bein& revhwed by
the couwission concurrent with the pemit. application for the proJeet; The
C011'ftission' s pennit dedsion rus,t be adequate to earry out t}:le adopted %onin&
ordinanc.s. as vell as the Chapter 3 policies of the Coastal Act.
~.
, "."
, ,
b Mntioned, ,the I1JbJ.ctdev.lo~ot ,is'b~in, tivi • .,.d concurrent ,vith :.n LCP
u&lMnt .uOOlttal for the'Irla,. T1'Ie Cotm'lisstoh'. f1n41",. on that I\lbalUal
dul t c;xtQnsinll I!fHh tho :.'pp,roprilhnlss' of'thQ wi,d~o nd~ty o.f land uio!
proposed in tha Mu'tIJe' Pl.an. The 1UU6S pC p,t-Qv'isI'ion. of .public Icce", and
pru(IH"v~t.lon of sendHve' habitat, and a&ric,ultural land. 'are also Idr .... d 1n
detail. T'htl C01mliu ion hereby incot'"pora t"es thOle fin<,Hn,s, by rthe-Inc. and
finds tho subject' permit application,.Is c,onditioned, eortii.tint with t.he LCP
le~nt al e;rtified.
STANDARD CONDITIONS:
1. ,Notice of Receipt and ACKnolo'lad!)ement:, 'The permit. is not. valid and
d~wtllopme.nt. shall not ~01!ltI1enc. u,nt.il a _cOPy ot the p'C"Illt., dIned by the
permittee or authoe-ized a&ent"acknowled&ins receipt of the PI~t and
accephnci of t.h. tlt"mS and conditions, i"returned to the Coanission
offic •.
2. ~iration. If dovelopment la's npt conmenced, th.-p.nait vill expire two
laars froca the date on which the COlII%lissiou voted on 'the applicaUon.
~v&lopment .hall be pursued in a dili&:lnt manner and eomphted in a
rearonablt period of time. Application for extensionol the permit DJst
be made prior to the expiration date.
3. ComPliance. All devolopment Ifl.ls·t, o'c,cur in strict coapliancevith th.
proposal as' nt forth below. Any deviation (rom'lhe appc"ovld plans VlJst
b4t reviewd and appr9v.d by the staff &n4~1 requlr-e C01I1l1isdon approval.
4. Intet"l)C'etation. Any questions of intent o'r in,ter-prlhtion of any
con'dition rill be rttsolved by the Executive oitectoror tl\-COmmission.
S. Inspections. The Comniuion staff shall be allowed t.o inspect the .ite
and the dev,elopment dUrlns construction, subject.. to 24-hour advance notic .•.
6. Msi&n.":lent. The permH may b~ us{sned to any qualifild plrs.on, provided
assi&nu fi les ,vi th the Corranission an aHi~avi t. aeceptin&:a tl terms and
conditions of the pe~~t.
7, Te~s and Cond:"tion:; Run ' .. ith the L.and, These terms' and conditions shall
be perpetual, ~nd it is the intention oftne Commission and the permittee
to bind all future owners and po'ssesso.rsof the subject property to the
terms and conditions. "
(S4S2R)
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" · " .. 'r~:: Wtl.
O
z. > ~
r"'~;, '::~: . :~;:. ~:f! \~ (f) 0 ::(f.
('f' ' I.>,~I" :::l (!J' : :II~ ,'1., , .. ~ !~~~~ , . . !I~': > a:·· .1'1 0 .. -
, . ' •. ' I~_", ('iJi 2: <t. ~:6:
, .'.--' ..
I . ,\. t"T:' ,AI...J, 'u. ~: .. " f: ~ \ l~ I/ ::;' .: :0.:
" '. I ,;'I.:~ l;.l' . (J) ::. 1
) : '/ ',,' :.. h:', -..I 0" :.~'" -. . '1' . I . J. '. OJ " ..A , .. f"'V> .' , 1"', \.. ........"., . '.u. ',' ':" \' \ '," . :J L:..... "0 , :: "\ ~,,' , .: :>/' .' '{i:' ~ '!:::' ::::
'. '. '~~... . .;,tJ~· ~ _, :'0;'
: '''!'J.:TJf7hf~j··. "WO\~
, , ''-J P!f.ll$IlI! :.,-:~
Z I1.....m-"c:: r:; "~ .' '0«":: ,
", ...: () (.1:J '.:,:(/
fill')
0II::f N ~
~ ., .-
,
, ' .' .
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.' .. t.," .. ',' .".', .. :: ...... : ';:. '';. :": ,', .
, CARLSBAD TRACT 85-'14
_"_~" •• -....... __ • '" ,t ... _ •••• ' ...•
I BATIQUITOS LAGOON EOUCAT~q~~L Pl\nI< I
.~~
I
_ . I~ ~ .
UNIT NO. ,1 :;~
CD ..... ~ ~ \~1 ~H .... --...... .. _.
AVENIOA EHCIHA
.,., """"'(1tI(1fT 1'1: MII6 '~-:,r:'-iflwn/J
,','
I
,~,
I . ~j :.
I '/'/,1.,1, 'I"y:.~~. I ',' &OiJHt:Jlt4lfr
t'SJON .lX!N!Jit"r. . l . '
I· , , / . '. " .. . .. ~ .. ~.. . lJ ·0=;~PEKA0NirFEIl~IL.WAY~.O.W.~-· --
"I
LEftEtiQ ' ,
~,·rNo. ' ................ @
~ .. ... ,-
'.. . ",~, EXHIBIT D
" LEGAL DESCRIPTION
PARCEL "A" -WETLANDS'
2244
3-26-86
84'-,8019
I
THAT PORTION OF LOT 3 OF 'PARCEL MAP ,13653, IN tHE CITY OF
CARLSBAD, COUNTY OF SAN DI EGo, ,STATE OF CALIFORNiA" FILED IN TIff:
OFFICE OF TIIE COUNTY RECORDE:R OF SAN DIEGOCOUNT'i J}JWARY 31,
1985, MORE PARTICULARLY DESCRIBED ,AS FOLLOWS': ' ' , "
BEGINNING AT TIlE SOUTHWEST CORNER'OF SAID LOT 3, BEING APOI.NT,ON
::
THE EASTERL Y BOUNDARY LINE OF THE RIGHT -OF -,WAY Q'f 'riIE ATCHI SON, . :~:
TOPEKA AND SANTA FE RAILROAD' COMPANY (COAST LINE); THENCE
EASTERLY ALONG THE SOUTHERLY LINE, OF SAIl,) LOT 3 S 89° 29' 2,6" E
1084.00 FEET TO THE TRUE POINT OF BEGlNNl"NG; THENCE N SO'21'
15" E 227.13 FEET; THENCE N 26° 55"55" E 179~78 FEEl'; THENCE,N
460 00' 17/1 E 245. 3'S FEET i THENCE N 240 45 f, .37" E 297.95
FEET; TIIENCE S 1° 36' 13/1 E 645.50 FEET; UiENCt N 320 29' 00"
E 613.26 FEET; THENCE S 31° 41' 12" E 344.~7 FEET; THENCE S
51° 02' 53" W, 649.80 FEET: THENCE N 890 29' .26" W 438.99 FEEt
TO THE TRUE POINT 'OF BEGINNING.
"
Page 1 0'£ 4
':
.--
'.
3.,26-86
84'"80J..9
LEGAL DESCRIPTION
PARCEL "BII -,WETLANDS
THAT PORTION OF LOT 3 OF PARCEL MAP l3653" IN THE CITY OF
CARLSBAD, COUNTY OF SAN DIEGO, STATE OF CALIFORNI~t FILED IN THE
OFFICE OF THE COUNTY RECORDER OF SAN DIEGo coUNtY JANUARY 21,
1985, MORE PARTICULARLY DESCRIBED AS FOLLOWS:
BEGINNING AT THE SOUTIIWEST CORNER OF SAID LOT 3, BEING A POINT ON
THE EASTERLY BOUNDARY LINE Of THE RIGHT-OF-WAY or THE ATCHISON,
TOPEKA AND SANTA FE RAILROAD .cOMPANY (COAST LINE); THENCE
NORTHERLY ALONG SAID EASTERLY BOUNDARY LINE ANP ~ONG THE ARC OF
A 11,559.20-FOOT RADIUS CURVE CONCAVE WESTERLY 160.00 FEET
THROUGH A CENTRAL ANGLE OF' 0° 47' 3511 ; 'I'HENtELEAVING sAID
EASTERLY 'BOUNDARY LINE N 82° 50' 46 11 E 287.57 FEET; THENCE S
810 31' 00" E 259.51 FEET; THENCE N 700 01' 45" E8$.60 FEET;
THENCE N 440 48' 07" E 57.28 FEET; TIIENCE N 30 io I 11 II t '
81.10 FEET; THENCE N 74° 09" 40 11 E 78.16 FE'ET; 'mENCE S 310
53' 39" E 259.39 FEET; TIIENCE S 56° 53' 25" E '2'04.17 FEET';
THENCE N 890 29' 26" W 1'004.00 FEET TO 'I$E,porNT,OFB.EGINNING.
"
EXHIB,IT D
Page 2 of 4
"
" :.,
,,:
\.
.. 4. J '-~ ... ,..
3-26-86
84-8019
. LEGAL DESCR-I PTI ON
PARCEL 110 11 -WETLANDS
TIIAT PORTION OF LOT 3 OF .. CARLSBAD TRACT 82-18, .MAP NO. 11290, IN
THE CITY OF CARLSBAD, COUNTY OF sAN DIEGO, STATE OF CALiFORNIA,
FILED IN THE OFFICE OF THE CQiJNTY RECORDER OF SAN DIEGO COUNTY
JULY 16, 1985, MORE PARTICULARLY PESCRIBEDAS FOLLOWS:
BEGINNING AT THE-NORTIIWESTCORNER OF sAID LOT 3;B£IN(; A POINT ON
THE EASTERLY LINE OF CARLSBAD BOULEVARD; 'PITNCE SOUTIIERL Y ALONG
SAID EASTERLY LINE S 170. 30 t 57" E 236.68 FEET .. TO 'I'HE TRUE
POINT OF BEGINNING; THENCE LEAVING SAID EASTERLY LINE N 780 10'
33" E 151.25 fEET; TIIENCE N 81° 32' 17" E 186.8~ F.EET TO THE
BEGINNING OF A TANGENT 27.00-FOOT RADIUS_CURVE CONCAVE WESTERLY;
THENCE NORTHERLY ALONG THE ARC OF SAID 27 .00-fooT RADIUS CURVE
44.06 FEET THROUGH A CENTRAL ANGLE OF 9.30 30 ,-06"; THENCE N
180 42' 07" W 30.06 fEET; THENCt N 370 11' 31" W·173.75~FEET;
THENCE N 350 17 t 49" W 144.08 FEET; THENCE N 23.0 ' 20 t 08" W
88.76 FEET; THENCE N 23° 47' 40" E 59.4-7 FEET; TIIENCE N" 590
20' 16" E 67.28 FEET; TIiENCE N 659 44~ 36" 'E 1~4.71 FEET;
THENCE N 730 21' 23" E 107.39 FEET TO A POINT ON THE WEST~LY
BOUNDARY LINE OF THE RIGlIT-OF-WAY OF THE ATCHISON, tOPEKA-AND
SANTA FE RAILROAD COMPANY (COAST LINE); -THE1:iCE SOUUfERLY ALONG
SAID WESTERLY BOUNDARY LINE AND ALONG THE ARC OF A 11,359.20-FOOT
RADIUS CURVE CONCAVE WESTERLY A DISTANCE OF 578.20ftET THROUGH A
CENTRAL ANGLE OF 2° 54' 59."; TIIENCE S 15° 42' 29" E 125.14 -
FEET; TIIENCE S 46° OS' 21" W 20-4.03 fEET; THENCE S 710 53'
21" W 195.12 FEET; THENCE N 74° 32' 39" W 243.94 FEET TO THE
SAID EASTERLY LINE OF CARLSBAD BOULEVAR,l); THENCE' NORTIIERLY ALONG
SAID EASTERLY LINE N 170 30' 57" -W 19t.40 FEET TO THE TRUE
POINT OF BEGINNING.
,-
EXHI8.IT 0
Page 3 of 4
:-
-:
'--
:-
'.:
;.
'.;
~}-~------~------~--~--~
BATlt;UITOS LAGOON
TA6ULATED PArA'
~.:d~ tJEA~N(J, I?AO/~', (£t\fJ.7H
:($til~"7'W' -t.7, "~'_,
(l ,4(;'fA'(1·W ---24:~ '4' 3' ~'~" .. H' - . 179.78'
. ~ I~ "/1'1'''' W tt7.f~ I. S J7'1I~ 'f'E' -, -' fl'. 7" ,
(5 IV( -c 'It,.! __ tt'8. " "
, (Q) N',., ~'''E -(;<1.' ~O'
4 ~~ V Jr-'1'11" W -~4.17~
~ ) Jr 1'()()7 --_ (;1'.~'
~~ '(4'1'~~'/~·W ,-(;4~."'"
~ A ~'~"~w ---104."11"
'.f,t"',*t. ~'" r ---.~1'»" m ~ t'i ''J'fO r -71.14 "
'lJ'~"j '0'11' --.4I.M'
~ 1$_44~ ~'W: r, ~. -" '~l~
~ n'{.'I; ,-j ---~,j;g_~
"'4 ,., 'T r' '---l~f."{, .
'(; .0;} , •. :""-, ~47..67'
, f-< ~ ., tt;'MtO,,' f~aQO'
~ "~'#.2f' f!i..€ -fll94JJf)'.
it ~ 71,1'tt'l'-W -' ., to? "'
~ I '~'~'.f." -' 1.l4.Z/' , ~ $W2tYM·W ---(;7. t4'
, ~ETLAN05 EXHlBi T
A _..t! i
"
< -• -
2?-4 '8' . :;; .
EXHIBIT E
3''''26-86
.84-8019
. LEGAL DESCRIPTION
. ·pARCEL "C" -LAGOON 'BLUFFS
THAT PORTION OF LOT 3 OF PARCEL MAP 13653, IN THE CITY OF
CARLSBAD, COUNTY OF SAN DIEGO, STATE OF CALIFORNIA,' FI~ED IN 'I11E.
OFFICE OF THE COUNTY RECORDER OF SAN DIEGO COUNTY JANUARY 31,
1985, MORE PARTICULARLY DESCRIBED AS FOLLOWS:.' .
BEGINNING AT THE SOUTIIWEST CORNER OF SAID LOT 3, BEING A POINT oN
THE EASTERLY BOUNDARY LINE OF THE RIGHT~OF~WAY OE THE ATCHISON,
TOPEKA AND SANTA FE RAILROAD COMPANY (COAST LINE) AND THE
BEGINNING OF A 11,559.20-fOOT RADIUS CURVE CONCAVE WESTERLY;
THENCE NORTHERLY ALONG THE ARC OF SAID CURVE 160.00' FEET THROuGH:
A CENTRAL ANGLE OF 0° 47' 35" TO 'l'Hi TRUE POINT OF BEGINNING; .
THENCE CONTINUING NORTHERLY ALONG THE ARC OF SAID 11,.559. 20-FOOT
RADIUS CURVE 74.58 FEET TIIROUGH A CENTRAL ANGLE OF 00 22' 11 I';
THENCE LEAVING SAID EASTERLY BOUNDARY LINt N Gl9 1.5' 33" E
153.60 FEET; THENCE S 88° 57' 36" E 455.02 FEET; THENCE N 90
55" 22" W 479.30 FEET; THENCE N 3° 52' 21"E· ·369.52 FEET;
THENCE S 43° 14' 35" E 226 .:65 FEET; THENCE S23° 05' ,49"E
520.89 FEET; THENCE S .13° 54' 59" E 166.46 FEET; THENCE S 250
25.' 41" E 206.37 FEET; THENCE S 63°· f6' 29" E 57.86 FEET;
TH:ENCE N 1° 54' 28" E 253.90 FEET; THENCE N. 45° :04' . 30" E
429.38 FEET; TIIENCE N 13° 59' 59" E 41.1.21 FEET; THENCE N 470
31 1 11" E' 108.84 FEET; THENCE S 10 36' '13" E 324·.2,0 FEET;
THENCE S 24° 45' 37'~ W 297.95 FEET; TIIENCE S 460 00' 17'0 W .
245.38 FEET; THENCE S 2'6 0 55' 55" W 179.78 FEET; THENCE· S $ °
21' IS" W 227.13 FEET; THENCE.N 89° 29' 26" W 80.00 FEET;
THENCE N 5.60 53' 25" W 204.11 FEET; THENCE N310 53' 39" W
'259.39 FEET; 'I11ENCE S 74° 09' 40" W 78.16 FEET; TIiENCE S 30
20' 11" W 81.10 FEET; 11{ENCE S44° 48' 07" W 57.28 -FEET; '!RENCE
S 700 01' 45" W 88.60 FEE'T; T'AENCE N· 81° 31' 00" W 2'59.51
FEET; THENCE S 82° 50' 46" W 287.57 FEET TO ':r1r! TRUE POINT OF
BEGINNING.
j'"
Page 1 of 3
.:-
LEGAL DESCRIPTION
PARCEL "E"-:-LAG{)ON BLUFFS
3-26-86-
84-8019
THAT PORTION OF LOT 3 OF CARLSBAD TRACT 82-18, MA;P. NO •. 11290, IN
THE CITY OF CARLSBAD, COUNTY OF SAN DIEGO, STATEOFCAL~fORNIA,
FILED IN THE OFFICE' OF THE COUNTY RECORDER OF SAN DIEGO COUNTY
JULY 16" 1985 MORE· PARTICULARLY DESCRIBED AS FOLLOWS:'
BEGINNING AT THE NORTHWEST CORNER OF .SAID LOT 3, BEING A POINT ON
THE EASTERLY LINE OF CARLSBAD BOULEVARD,; TIIENC~ 'LEAVING sAID
EASTERLY LINE N 620 45' 52" E 114.82 FEET; THENCE N 7 0 55'
44" E 150.47 FEET; THENCE N 50 ,23' 25" W'149.12 F.EET; THENCE N
700 51' 17'" E 379.26 FEET TO A POINT ON THE WESTERLY BOUNDARY
LINE OF THE RIGHT-OF~WAY OF THE ATCHISON~ TOPEKA AND SANTA FE
RAILROAD CQ~ANY (COAST LINE): THENCE SOUTHERLY ALONG SAID
. WESTERLY BOUNDARY LINE AND ALONG 'ntE ARC OF All, 359 .• ,20-FOOT
RADIUS CURVE CONCAVE WESTERLY A DISTANCE OF 76 . 76· FEEl' THROUGH A
CENTRAL ANGLE OF bO 23' 14"; THENCE LEAVING $AID WESTERLY
BOUNDARY LINE S 730 21' 23" W 107.39 FEET; 'I'HENCE S 650 44,'
36" W 124 .. 71. FEET; THENCE S 590 ·iO' 16" W 67. 2'~ FEET; THENCE S
230 47' 40" W 59.47. FEET; THENCE S 2,30 20'-08" E88.76 FEET;
THENCE S ,35 0 17' 49"E 144.08 FEET; THENCE S' 370 11' '31" E
173.75 FEET; THENCE S 180 42' 07",E 30.06 FEET TO THE BEGINNING
OF A NON-TANGENT 27.00-FOOT RADIUS CURVE CONCAVE WESTERLY; THENCE
soUTHERLY ALONG THE ARC OF SAID 27,.OO-FOOT RADIUS CURVE 44 !06
FEET THROl1GH A CENTRAL ANGLE OF 930 30' 00"; . THENCE TANGENT TO
SAID i7-FOOT RADIUS CURvE S 810 32' 17" W 186.83 FEET; THENCE S
780 10' 33" W 151.25 ,FEET TO A POINT ON SAID EASTERLY LINE OF
CARLS BAD BOULEVARD; THENCE NOR'ffiERt. Y ALONG SAl D EASTERLY LINE N
170 30' 57" N 236.68 E'EET TO THE, POINT Of BEGINNING.
EXHIBIT E
Page 2 qf 3 '
-: .. --.
.2250
LtI.l4.
TA·eU£ATED PATA.
v N ~, 'ww -t~.l .. '
").N !' I'WW . . '2 LtW'
UI'iN'qrw '..--67. tl'
lZ ,,~~ ~·'t' ~W -l6'J.Sr
(f IKr. ": ~:lZ'W - . #fl".~'
'J 154: rj .~ E. -t~, '.'
Page 3· of. 3
·Lo-.r.:I
U"tn' ~'V -lIt. 71'
II 7~· '~'~ " -I5aO
'/5£D. ~-tf~
IE: 1Z~18~'"65 .
;.
EXHIBIT F
Recording Requested by and
When Recorded Mail To~
California Coastal Commission
631 Howard Street, 4th Floor
San Francisco, California 94105
Attention: Legal Department
CERTIFICATE OF ACCEPTANCE
OFFER OF DEDIGATION OF FEE TITLE
This is to certify that
accepts the Offer to Dedicate Fee ~itle"exe6uted by
hereby
on , 1986 and recorded on --------~----~~--~
, 198-6 in Boo.k ------------------____ --,-__ , Page __ ". of the"
Official Records· in the Office of the Recorder of San Di~go
County.
Dated
By ----~~---~~-----~-----~--
For _______ ~ _____ ~ __ ~----------
STATE OF CALIFORNIA )
) ss ..
COUNTY OF )
On , 1986, before the undersig"ned, a Notary
Public in and for the said State, persbn~lly appeared
"' known to me ior proved to ------------------------~~-----~
me on the basis of satisf-actQry evidence) to be the
of the who
executed the within instrument and acknowledged to me that he I":
executed the same.
WITNESS my hanq and official seal.
Notary public iri ahd £or said
C6uhty:and ~tate
Page"J; of 2
".-
,-~
c.
.... _---.
'fl ~ .. 2252·
ACKNOWLEDGEMENT BY CAL;I:FORNIA COASTAL COMMISSION
--'~~,~ <t ': ,.;~ .~' .• \ : ,-
This is to certify that
public agency/private '~ssociation a66eptable,tb ~h~ EXe6Utive
is q.
Director of the California Coastal Commission to be Grantee under
the above described Offer to Dedicate.
Date
STATE OF CALIFORNIA
COUNTY OF SAN FRANCISCO
On
SSe
E~ecutive Dire~tor
California· Coa,stal COmInission
befpre the undersigned, a Notary
Public in and for said State, personally appear.ed
known to me (or proved tp me on
the basis of satisfactory evidence) to be, th~ Executive Director
of the California Coastal Commission, who executed the within
instrument on behalf of said Commission and acknowl'edged to me
that such Commission executed the same.
Witness my hand and official seal.
Notary Public il} and for said
C9unty and State
Page 2 of 2
::
=:
','
"
.. ~.', ~
~" . . , .1\.., ·wr .... ··t , ~
r
DATE:
TO:
FROM:
January 5, ~989
Risk Manager
Municipal projects Manager
SUBJECT: certificate of Insurance for Consultant
Attached for your review and f~les is the certificate of
Insurance for Right-of-Way Engineering Services, Incorporated who
will be doing right-of-way engineering work fOr the City of
Carlsbad for the Batiqui tos Lagoon Enhancement l?roj~ect.
fl}/-t(/
JOHW''/CAHILL
MUNICIPAL PROJECTS MANAGER
JJC:tlg
~: Gary Wayne, Principal Planner
."~ ~
TRUCK INSURANCE EXCHANGE
INTERIM CERTIFICATE AS TO EVIDENCE OF INSURANCE
THIS IS NOT AN INSURANCE POLICY. THIS IS ONLY A VERIFICATION OF INSURANCE. IT DOES NOT IN ANY WAY AMEND. EXTEND OR ALTER THE
COVERAGE PROVIDED BY THE POLICIES LISTED BELOW. '
Named
Insured •
Address •
RIGHT-OF-HAY ENGINEERING SERlICE INS.
2103 EL CAi{INO RE.AL #204
OCEANSIDE, CA. 92054'
This is to certify that policies for the above named insured are in force as follows:
1487 is 76
99 65 330
Policy,#, GEm. Liab.
Agent Policy # ' Auto [jab.
Policy # ' CARGO
Policy # ' Work Compo
This Interim Certificate As To Evidence of Insurance shall.expire sixty days .from . 12:01 AM.,
NOVEHBER 15 , 1 ~8 ,unless cancelled prior to·s~ch date by written notice to the named insured. 0'" Please issue a Permanent 'Certificate
COVERAGE COMBINED LIMITS bj: LIAB!.lITY
COVERED NOT AUTO COVERED LIABILITY 0 I}g Owned Bodily Injury $ ,000 each p'ers6n
0 I[] Hired $ ,OOO,each occurrence
[] 0 Non-Owned Property Damage $ ,000 each occurrence
0 rfJ Employer's Non-Ownership
Contingent Liability -
Single Limit Liability for Coverages checked fXI above .$ 500 ,000 each oc~urrence
GENERAL LIABILITY $ M&C -OLT Bodily .Injury ,000 each person ••
{ Owne" & Cont'""o" $ ,000 each occurrence KJ 0 Contractual. $ 000 annual aggregate
Elevators . $
, products' ___
Property Damage ,000 each occurrence KJ 0 Products and / or $ 000 annual agwegate
Completed Operations ' products ___
Single Limit 'Liability for Coverages checked fXI above 500 ' , , --,',
$ ,o~~ each occurrence
$ 5uu '000 annual aggregate , ,products * _ *
0 0 CARGO $ ,000 each vehicle
$ ,900 em:hoccurrence
0 0 WORKERS' Statutory COMPENSATION . . .. * Includes Goods or Products Warranty, Wntten Lease of Premises, 'Easement Agreement, MunlCtpal Ordinance
Agreement, Sidetrack Agreement, Elevator or Escalator Maintengnce Agreement only, unless accompanied by
specific endorsement providing additional Contractual Coverage.,
O 'Oescr.bed 0 Description I below waIved
OWNED , YEAR. MAKE. TYPE OF BODY. LOAD CAPACITY
AUTO-J
MOBILES, <)
IF
COVERED
IDENTIFICATION ·NUMBER
LAST 3
. DIGITS
SHOWN
___________ Umbrella Liability
POLICY NUMBER
$ ___ -'-_,000 retained limit
$ each occurrence
$ aggregate
If this Interim Certificate As To Evidence Of Insurance is to be ~ancelle.d prior to ,theexpira.tion date, we shall
provide _-.;;;2;".;.0 ___ days advance notice in writing to whom this certificate is issued ..
Certificate issued to:
Name
And
Address
CITY OF LOS ANGELES &
CITY OF C}\H.LSBAD
1200 ELH AV.l.i:.
CARLSBAD, CA. 92008
•• Not Applicoble in Texas.
/,AX--.:,:'· Countersigned '""7'~~'-4-7~:",t:/~ '--:,":-:, __ ~ _____ -:--_
Authorized Representative
* * * In Texas the aggregate also applies to owners and contractors protective.' conlractual and/or comple.ted operatio~s.
56·0514 3·88 11201 W/200 C/1200 PRINTED IN U.S.A ® M INSURED'S COPY
~
, BATIQUITOS LAGO'ON'{
ENHAN CEMENTPR'OJE CT
CH.2MHILL PROJt:CT N22723._
~ TRANSMITTAL 0 FAX'
TO: VINS§. BIONDO'
~Y WAYNE
A TT ACHMENTS:
FROM: I .II! .IAN KAWAS,o,KI-¥
DA TE:·. MARCH 2.4, .1988
SU BJE CT: ......... _-,--________ ....--_"'---_
o LETTER D MEMO D NOTES D INPORMATION o DRAWINGS
[] OTHER_. ________ ~~~~~~~------------~~--------
COPIES TO:
o LILLIAN KAWASAKI. PROJ MGR.
CITY OF CARLSBAD o CITY MANAGER' o JOHN CAHILL o GARY WAYNE o LLOYD HUBBS o SANDRA SCHMIDT o CITY COUNCIL VIA CITY MGR 0 _______ --
o LEAC
[X! VERN HALL. POLA
CH2M HILL OTHERS o JIM ROSS/LAO. o WYNNLE~ CRISP /CVO o JOE SCOTT/SEA o KEN ICEMAN /RDO .0 _____ --..,...
TEKMARINE o DAVID DYKSTRA o CHOULE SONU -
MICHAEL BRANDMAN ASSOC. o RAY DEWIT o LEE JONES
REMARKS: ..
ATIA.eKED PLEASE FIND THE FOLLOWI:NG:
1. COMMENTS ON THE CARLSBAD-CH2mHILL CONTRACT. THESE 'COMMENTS
ARE VERY MINOR.
2.· DRAFT COPY pF THE CITY OF LA AND. CARLsBAD REIMBURSEMENT
AGREEMENT THAT HAS BEEN PREPARED BY RAY BENDER. PLEASE NOTE THE ATTACHED
BUDGET.
RAY BENDER.WILL BE.OUT OF THE OFFICE ON FRIDAY MARCH 25 BUT WILL
BE IN ALL NEXT WEEK. PLEASE PROVIDE YOllR COMMENTS TO MF BY FRIDAY TE
poSSIBI F, SO THAT r CM-J. crRCIIL,ATE THIS FOg gE'lle:l~_
DRAFT O~~LY
REIMBURSEMENT·AGREEMENT
(HARBOR DEPARTMENT AGREEMENT NO. 1419-1
CARLSBAD RESOLUTION NO •• ~::!)~
REIMBURSEMENT AGREEMENT BETWEEN THE CITY OF CARLSBAD
AND THE CITY OF LOS ANGELES
FOR THE PREPARATION OF
AN EIR/EIS AND CERTAIN OTHER
CONSULTANT STUDIES FOR THE
BATIQUITOS LAGOON ENHANCEMENT PROJECT
THIS AGREEMENT is made this ____ ~~__ day of
___________ , 1988, between the CITY OF CARLSBAD, a
municipal corporation of the State of California, hereinafter
referred to as CARLSBAD, and the CITY of Los Angeles acting by
and through the Board of Harbor Commissioners hereinafter
referred to as BOARD.
RECITALS
WHEREAS, BOARD and CARLSBAD are pursuing a project
identified as the enhancement of Batiquitos Lagoon
("Batiquitos Project"), which is located within the
jurisdiction of CARLSBAD as mitigation for Los Angeles harbor
fills and CARLSBAD intends to retain various consultants to
study the project;
- 1
WHEREAS, CARLSBAD has already entered into the first
of the necessary agreements for the Project by retaining the
services of CH2M Hill for preliminary project engineering; and
WHEREAS, BOARD has already agreed to reimburse
CARLSBAD for the cost of the engineering design services of
CH2M Hill pursuant to Board Agreement No. 1419 (City of
Carlsbad Resolution Nos. 9028 and 9101)"; and
WHEREAS, to proceed with the Batiquitos Project it
is now necessary for CARLSBAD to retain the services of CH2M
Hill to assist in the preparation of an EIR/EIS and to perform
related technical studies; and
WHEREAS, to proceed with the Batiquitos Project it
is also necessary for CARLSBAD to retain consu,l tants to
perform certain additional expert s.ervices as described below;
and
WHEREAS, BOARD and CARLSBAD are parties to an
Agreement ("MOA") with various federal and state agencies
which establishes certain procedures and responsibilities for
design, construction and maintenance of the Batiquitos Project
,and which requires Pacific & Texas Pipeline & Transportation
- 2
company .. ("Pacific Texas") to deposit certain sums with the
Coastal Commission to fund the Batiquitos Project; and
WHEREAS, Pacific Texas has not yet deposited such
funds and BOARD desires to fund the amount necessary to carry
out CARLSBAD'S additional studies.
NOW, THEREFORE, in consideration' of the covenants
and conditions below, it is agreed as follows:
1. Carlsbad's Retention of Consultant. CARLSBAD will
engage the firm of CH2M Hill hereinafter referred to
as CONSULTANT to perform all the services necessary
to complete an EIR/EIS for the Batiquitos Project as
described more specifically in Agreement No.
between the City of Carlsbad and CH2M Hill (Exhibit J),
2. Retention of Additional Consultants to Perform
Additional Expert Services. CARLSBAD and Board (the
"parties") agree that to expedite completion of the
Batiquitos project, CARLSBAD will need to hire
additional conSUltants to perform the expert
services described in EXhibit~ Board ·ag+ees to
- 3 j;l..
~~~~
reimburse CARLSBAD for these agditional consultants
provided: (1) the consultant selected is agreeable
to the Executive Director of City or his designee
which shall be given in writing by letter to
CARLSBAD when the expert is s~l~cted; (2) the amount
of the reimbursement for each consultant selected
shall not exceed the amount listed in EXhibit~02~
(which includes a 25% contingenqy factor) without
further Board approval; (3) the amount of the
reimbursement for the administrative services of
CARLSBAD shall not exceed the amount listed in Exhibi~(Which includes a 25% contingency factor)
~. without further Board approva~.
3. Board's Reimbursement for services of CH2M .Hill's
Preparation of EIR/EIS. BOARD shall pay to CARLSBAD
the actual cost of CH2M Hill'S services provided
these costs shall not exceed six Hundred Twenty
Thousand Two Hundred Ninety-one Dollars
($620,291.00) (including ~ ten percent (10%)
contingency factor) without prior written approval
of BOARD plus actual CARLSBAD administrative costs
associated with this consultant's agreement, as
indicated in Exhibi ~~~ CH2M Hill's costs shall be
based on the compensation provisions of the CARLSBAD
CH2M Hill EIR/EIS agreement (CARLSBAD Agreement No.
~. Board shall reimburse CARLSBAD as
CONSULTANTS complete and bill for work performed.
The invoices of CH2M Hill and all additional
consul tants retained by CARLS.BAD a,s authorized by
this agreement shall be forwarded monthly to BOARD
for direct payment to CONStJLTANT by BOARD in a
timely manner. Monthly invoices for actual CITY
administrative costs, shall be paid by BOARD in a
like manner. Said invoices shall be fully
documented by CITY.
4. Consultants Are. Independent Contrac~or. It is
understood that CH2M Hill and additional CONSULTANTS
shall be independent contractors of CARLSBAD.
5. project Manager. In accordance with Exhibit Bof
the MOA, It is understood that BOARD is prepared to
provide CARLSBAD with a project Manager to assist
CARLSBAD in carrying out the consulting work
necessary to properly assess the Batiquitos Project.
The Project Manager shall report to and take
- 5
direction from CARLSBAD, through the CARLSBAD
Manager or his designee, provided however, that
CARLSBAD agrees that it will at all times consult
with BOARD if BOARD expresses any concerns regarding
the Project ~nd will implement all requests of BOARD
unless it expressly finds such requests are
unreasonable. The Project Manager shall comply with
all laws, rules and policies'of CARLSBAD and may be
removed by BOARD or the CARLSBAD, after consultation
with BOARD, if his/her performance is in any respect
unsatisfactory. The Project Manager shall be
provided appropriate office space and facilities, if
available, (phone, copier, files, etc.) by CARLSBAD.
6. Reimbursement o,f Board from Coastal Commission
Escrow Account. The parties agree that BOARD is
advancing funds for the Consultant services
identified in this Agreement to carry out the work
authorized by the above referenced MOU. The parties
agree tha't the monies advanced by Board are those
which are funded by section 5 and 9 of the
Batiquitos MOU and further agree that BOARD shall be
reimbursed for the actual amount of its payments to
CONSULTANT and CARLSBAD from the Escrow Account
-6
established under the terms of the MOA, ~pon written
request by BOARD. BOARD shall have th~ right to
terminate the work of CONSULTANT at anytime for any
reason as long as BOARD reimburses the CONSULTANT
and CARLSBAD for costs incurred to date. Such
termination shall be accomplished by BOARD providing
CARLSBAD a written notice and CARLSBAD terminating
the CONSULTANT'S Agreement as provided in that
Agreement.
7. Proprietary Information. The work product of CH2M
Hill and additional CONSULTANTS retained by CARLSBAD
(collectively "Consultants") shall be owned jointly
by CARLSBAD and BOARD and shall not be released to
any other party without the consent of both CARLSBAD
and BOARD. CARLSBAD and BOARD agree that the plans
developed by CONSULTANTS are proprietary information
which have an economic value to a person restoring
the lagoon. If for any reason BOARD does not
proceed with the project, it agrees that CARLSBAD
may use the plans developed by CONSULTANT to itself
restore the lagoon. CARLSBAD agrees that if any
other person wishes to restore the lagoon and use
such plans, that BOARD shall be entitled to be
- 7
reimbursed fro~ such person the value of the
Consultant's plans and reports to the extent BOARD
funds have paid for the work of the CONSULTANT.
IN WITNESS WHEREOF, the.parties hereto have executed
this agreement on the day and year first above written.
APPROVED AS TO FORM:
CITY OF CARLSBAD, a Municipal
corporation of the State of
California
By
CLAUDE A. LEWIS, Mayor
Attest
ALETHA :.RAUTENKRAN'Z
city -Cl-erk
CITY OF LOS ANGELES, a Municipal
Corporation of the State of
Califol;nia
By
EZUNIAL BURTS, Executive
Director for Board of
Harbor Commissioners
_____________________ , 1988
_____________________ , City Attorney
By __ ~~~~~~~~~~ __ RONALD BALL, Assistant
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APPROVED AS TO FORM
______ =-____ =-__ ~~, 1988
JAMES K. HAHN, city Attorney
By __ ~~~~~~~~~~~ RAYMOND P. BENDER, Assistant
RPB:au·
03/24/88
st: BAT-REIM.AGT
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,
/.
1,
;
AGREEMENT FOR THE PREPARATION OF
THE ENVIRONMENTAL IMPACT REPORT/
ENVIRONMENTAL IMPACT STATEMENT AND
RELATED TECHNICAL STUDIES FOR THE
BATIQUITOS LAGOON ENHANCEMENT
PROJECT
EXHIBIT 1
THIS AGREEMENT, made and entered into as of the ____ _ day of
__________________ , 19 __ , by and between the CITY OF CARLSBAD, a
municipal corporation, hereinafter referred to as "CITY. II and
CH2M HILL, hereinafter referred to as IICONSULTANT.II
RECITALS
CITY requires the services of CH2M HILL to provide the
necessary services for preparation of the Environmental Impact . ~~l
Report (EIR}/Environmental Impact. Statement A for the Batiqui tos
'Lagoon Enhancement Project; and
CONSULTANT possesses the necessary skills and qualifications
to provide the services required by CITY; and
CONSULTANT shall be an independent contractor to the CITY;
NOW, THEREFORE, in consideration of these recitals and the
mutual covenants contained herein, CITY and CONSULTANT agree as
follows:
1. CONSULTANT'S OBLIGATIONS
The CONSULTANT shall:
A. Conduct the necessary tasks including related technical
stUdies required to prepare the EIR/EIS for the
,.
Batiqui tos Lagoon Enhancement Proj ect as depicted in
the attached Exhibit A -Batiquitos Lagoon Enhancement
Project. Said tasks are identified in the scope 9f
work dated, a copy of which is attached
(Exhibit B Scope of Work) and incorporated by
reference herein.
B. Attend such meetings of public and private groups as
may be required in conjunction with the preparation and
approval of the EIR/EIS and which are' specified in
Exhibit B "Scope of Work."
C. Provide all personal transportation during the course
of this agreement.
D. Hold harmless all land owners granting permission for
CONSULTANT to enter .and conduct the required studies as
identified in the ''.Scope of Work" from Liabilities
arising from the negligence of CONSULTANT.
E. Perform all functions, responsibilities and
requirements to accomplish the preparation of the
EIR/EIS for the Batiqui tos Lagoon Enhancement Proj ect
as specified in the "Scope of Work" Exh,ibit B herein
above referred.
2. CITY OBLIGATION
Under the general direction of the City Manager and subject
to the provisions of this agreement, CITY shall:
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A. Make available to the CONSULTANT its records, reports
and other documents· d~emed necessary to prop~rly
perform the services required by the CIT~.
B. Obtain all required permits, with CONSULTANT'S
assistance, to allow the consultant to perform the
tasks identified in the "Scope of Work."
C. Obtain permission from property owners to allow the
CONSULTANT to both enter the private property and to
-perform the tasks identified in the "Scope of 'Work."
D. Review materials submitted ~y CONSULTANT in" a timely
manner so that the CONSULTANT can adhere to the time
schedule contained in the "Scope of Work" -Exhibit B.
E. Announce, advertise, conduct and record all public
meetings and hearings, with CONSULTANT t S assistance,
related to the completion of this agreement~
F. Provide a Proj ect Manager who shall act on behalf of
the City in the execution of this agreement.
3." PROGRESS AND COMPLETION
The work under this Contract will begin within ten (10) days
after receipt of written notification to proceed by CITY and be
completed within days of the date or more specifically
according to the schedule set forth in Exhibit C ... "Schedule."
Extensions of time may be granted if requested by CONSULTANT and
agreed to in writing by the City Manager. In consideration of
such requests, the City Manager will give allowance for
documented and substantiated unforeseeable and unavoidable delays
-3-
not caused by a lack of foresight on the part of the CONSULTANT,
or delays caused by CITY inaction or other agencies I lack of
timely action.
4. FEES TO BE PAID TO CONSULTANT
The lump sum fee payable acc to Paragraph 5, "Payment
of Fees", shall
----_._. ----
(~~_ 717 QO~O other compensation for
services will be allowed except those items covered by
supplemental agreements per Paragraph 7, "Changes in Work".
5. PAYMENT OF FEES
Payment of fees shall be in accqrdance with the fees by task
set forth in Exhibit D -"Cost Estimate Summary: Scope Cost • "
Payments shall be paid in the course of City business following
delivery of invoices provided, however, that no ~ees shall be
paid until the invoices have been verified and approved by CITY.
CONSULTANT may submit invoices monthly that represent the value
of work completed to date, minus any prior payments made.
Payment of any invoices pursuant to this section shall not
consti tute a waiver by CITY of any breach of any part of this
e.1/-q -shall /wId back-10 % ({)j-/7tJl.J~-1/?eu.ct fu:..-
agreement. luth 'j fa IL/£t6 It as bun cern fiw-j,y Ct· h.J tt.'1..d...
6. FINAL SUBMISSION CJ~ ~;-Vzjtlf..f£/L5.
within . ( ) ~ays of completion and approval of the.~
nlla4 CC/'W/ ('0 tmun/Q;! ..t:lnfttd-P-e;//lJ-ltn VI ~/Yll107m I -,ZinpaC/-S /f"i/r /1t 0.
check document", ~EIR/FEIS), CONSULTANT shall deliver to CITY one ~
camera-ready FEIR/FEIS and one· copy in accordance with the
referenced "Scope of Work."
-4-
7 • CHANGES IN WORK
If, in the course of this Contract and design, changes seem
merite~ by the CONSULTANT or the CITY, and informal consultations
with the other party indicate that a change in the conditions of
the contract is warranted, the CONSULTANT or the CITY may request
a change in Contract. Suc!l changes shall be processed by the
CITY in the following manner: A letter outlining the desired
changes shall be forwarded to the City Manager or CONSULTANT to
inform them of the proposed changes along with a statement of
estimated changes in charges or time· schedule. After reaching
mutual agreement on the proposal, a supplemental agreement or
change order shall be prepared by the CITY and approved by the
City Council. CONSULTANT I S compenS!ation fqr said change ord~r
shall be determined based on the fee schedules contained in the
attached Exhibit E -"Consultant Fee Schedule" or as updated in
accordance with year end salary adjustments.
8. COVENANTS AGAINST CONTINGENT FEES
The CONSULTANT warrants that its firm has not employed or
retained any company or person, other than a bonafide employee
working for the CONSULTANT, to solicit or secure this agreement,
and that CONSULTANT has not paid or agreed to pay any company or
person, other than a bonafide employee" any fee, commission,
percentage, brokerage fee, gift, or arty other consideration
contingent upon, or resulting from, the award or making this
agreement. For breach or violation of this warranty, the CITY
shall have the right to annul this agreement price or
-5-
consideration, or otherwise recover, the full ~mount of such fee,
commission, percentage, brokerage fee, gift, or contingent fee.
9. NONDISCRIMINATION CLAUSE
The CONSULTANT shall comply with the state and Federal
Ordinances regarding nondiscrimination.
10. TERMINATION OF CONTRACT
In the event of the CONSULTANT'S failpre to prosecute,
deliver, or perform the work as provided for in this contract,
the CITY may terminate this Contract for nonperformance by
notifying the CONSULTANT by certified ~ail of the termination of
the Contract. The CONSULTANT, thereupon, has five (5), working
days to deliver said documents owned by the City and all work in
progress to the City's Planning Director. The City Manager shall
make a determination of fact based upon the documents delivered
to CITY of the percentage of work which the :CONSULTANT has
performed which is usable and of worth to the'CITY in having the
contract completed. Based upon that finding as reported to the
City Council, the Council shall determine the final payment of
the Contract.
11. DISPUTES
If a dispute should arise regarding the performance of work
under this agreement, the following procedure shall be used to
r~sol ve any question of fact or interpretation not otherwise
settled by agreement between parties. Such questions, if they
become identified as a part of a dispute among persons operating
under the provisions of this Contract, shall be reduced to
-6-
writing by the principal of the CONSULTANT or the 'City manager.
A copy of such documented dispute shall be forwarded to both
parties involved along with recommended methods of re$olution
which would be of benefit to both parties. The City Manger or
principal receiving the letter shall reply to the letter along
with a recommended method ,of resoiution within ten (10) days. If
the resolution thus obtained is unsatisfactory to the aggrieved
party, a letter outlining the dispute shall be forwarded to the
City Council for their resolution through the Office of the City
Mqnager. The city Council may then opt to consider the directed
solution to the problem. In such cases, the action of the City
council if reasonable shall be binding upon the parties involved,
al though nothing in this procedure shall proh,ibi t the parties
seeking remedies available to them at law.
12. RESPONSIBILITY OF THE CONSULTANT
The CONSULTANT is hired to render pro'fessional services for
preparation of an Environmental Impact Report/Environmental
Impact Statement for the Batiqui tos Lagoon Enhancement Proj ect
and any payments made to CONSULTANT are compensation solely for
such services.
CONSULTANT shall prepare an Environmental Impact Report/
Environmental Impact Statement for the subject project in accord
with the California Environmental Quality Act (CEQA) as
implemented by the State Guidelines and by City in Title 19 of
the Carlsbad Municipal Code and its implementing resolutions as
-7-
well as pursuant to the National Environmental Policy Act (NEPA)
as amended.
13. SUSPENSION OR TERMIgATION OF SERVICES
This agreement may be terminated only by the CITY upon
tendering ten (10) days written notice to the CONSPLTANT. In the
event of such s~spension or te:pnination" upon requ~st of the
CITY, the CONSULTANT shall assemble the work prQguct and put same
in order for proper filing and closing and deliver .said product
to CITY. In the event of termination, the CONSULTANT shall be
paid for work performed to the termination date~, :however, the
total shall not exceed the guaranteed total maximum. The CITY
shall make the final determination as to the porti'ons of tasks
completed and the compensation to be made.
14. STATUS OF THE CONSULTANT
,
The CONSULTANT shall perfo:pn the services provided for
herein in CONSULTANT'S own way as an independent contractor and
in ,.pursuit of CONSULTANT'S independent calling, and not as art
empioyee of the CITY. CONSULTANT shall be under control of the
CITY only as to the result to be accomplished and the 'personnel
assigned to the project, but shall consult with the CITY as
provided for in the request for proposal.
The CONSULTANT is an inqependent contractor to the CITY.
The payment made to the' CONSULTANT pursuant to this contract
shall be the full and complete compensation to, which tije
CONSULTANT is entitled. The CITY shall not make any federal or
state tax withholdings on behalf of the CONSULTANT. The
-8-
CONSULTANT agrees to indemnify the CITY fo?:, any tax, l;'etirement
contribution, social security, overtime payment, or worker's
compensation payment which the CITY may be required to make on
behalf of the C~NSULTANT or any employee of the CONSULTANT for
work done under this agreement.
15. CONFORMITY TO LEGAL REQUIREMENTS
The CONSULTANT in consultation witp the CITY has endeavore~
to identify the tasks necessary to . pl;'epare the Environmental
Impact Report/Environmental Impact Statement which conforms to
all known applicable requirements of law in etfect at the time of
execution of this agreement: Federal, State, and local and
CONSULTANT will perform ::;aid tasks. CONSULTANT will provide
necessary supporting documents, to be filed wi th agencies whose
approval is necessary and are reasonably known to. CONSULTANT at
the time of "Scope" negotiat~ons .•
16. OWNERSHIP OF DOCUMENTS
All raw data, plans, studies, sket.ches, drawings, reports,
and specifications as her~in required are the property of the
CITY and City of Los Angeles which is providing certain proj ect
funding, whether the work for which they are made be executed or
not. In the event this Contract is terminated, all raw data,
documents" plans, specifications, drawings, reports, and ::?tudies
shall be delivered forthwith to the CITY. CONSULTANT shall have
the right to make one (1) copy of the plans for his/her records.
The CONSULTANT shall not be allowed to publish the results o·f the
technical stUdies and Environmental Impact Report/Environmental
-9-
Impact statement or to sell ~ny ~lata or ;t'!1odels' developed as part
of this agreement without the expre$sed written-permission, of the
CITY.
"
17. RELEASE OF INFORMATION BY CONSULTANT
Any reports, information, or other dci:~a, prepared or
sembled by the CONSULTANT und~r this agr~ement shall' not be
available to any individual or o'rganizationby the'
CONSULTANT without the prior written approval of'the CITY.
18. ASSIGNMENT OF CONTRACT
The CONSULTANT shall not assign this Contr~ct or any part
thereof or any monies due thereunder without the prior written
consent of the CITY.
19. SUBCONTRACTING
If the CONSULTANT shall subcontract any of the work to be
performed under this Contract by the CONSULTANT, consultant shall
be fully responsible to the CITY for the negligent performance of
all work by CONSULTANT'S subcontractor and of tne persons either
directly or indirectly employed by the supcont,ractor, ~s
CONSULTANT is for the negligent performance of all work ,by
persons directly employed by CONSULTANT. Nothing contained in
this Contract shall create any contractual relationship between
any subcontractor of CONSULTANT and the CITY. The CONSULTANT
shall bind every subcontractor and every subcontractor of a
subcontractor by the terms of this Contract applicable to
CONSULTANT'S work unless ~pecifically noted to the contrary in
the subcontract in question approved in writing by the CITY.
-10-
It is understood that the CONS'UJ:,TANT intends to engage these
subconsultants for performance of port~ons of the work:
Tekmarine
Michael Brandman and Associates
Greenwood and Associates
MEe, Inc.
It is understood that any adq.ition" of or any cl1.ang.e in
subconsultants ·must be approved by the CITY in writing prior to
the start of any work undertaken by subconsultants not identified
above.
20. PROHIBITED INTEREST
No official of the CITY who is authorized in such capacity
on behalf of the CITY ·to n~gotiate, Eake, accept, or approve, or
take part in negotiating, making, accepting, or approving of any
architectural, engineering inspection, com?truction or material
supply Contractor, or any subcontractol;" in connection wi th the
construction of the proj.ect, shall become directly or indirectly
interested personally in this contrac;::t or in any part thereof.
No officer, employee, architect attorney, engineer, or inspector
of or for the CITY who is authorized in such capacity and on
behalf of the CITY to exercise any executive, sup~l;'Visory, or
other similar functions in connection with the performance of
this Contract shall become directly or indirectly ~nterested
personally in this Contract or a·ny part thereof.
-il-
21. VERBAL AGREEMENT OR CONVERSATION
No verbal agreement or conversation with'any officer, agent,
or employee of the CITY , either before, du.ring, or after the
execution of this Contract, shall affect or modify any of the
terms or obligations herein contained nor s~ch verbal agreement
or conversation entitle the CONSULTANT to any additional payment
whatsoever under the terms of this Contract.
22. EFFECTIVE DATE
This agreement shall be effective on and, from the day and
year first above written.
24. CONFLICT OF INTEREST
The CONSULTANT shall f.i,.le a Conflict of Interest Statement
with the, CITY Clerk of the city of CArlsbad in accordance with
the requirements of the City of, Carlsbad Confli,ct of Interest
Code.
25. HOLD HARMLESS AGREEMENT '
The CONSULTANT retained pursuant to this Agreement shall at
all times relieve, indemnify, protect and save harmless (1) the
cities of Los Angeles (including its Harbor Department) and
CARLSBAD (CITIES) and any ,and all of their boards, officers,
agents, consultants and employees from any and all claims and
demands, actions, proceedings, losses, liens,costs and judgments
of any kind and nature whatsoever, including,expense:;; indu~red in
defending against legal actions; for death of or injury to
persons or damage to property incl uding property owned. by Q:t'
under the care and custody of CITIES and for civil fines and
-12';..
penalties, to the extent that they may arise from Or be caused
directly or indirectly by-:
A. Any dangerous, hazardous, unsafe or defective condition
of, in or on the premises which are the subject of this
Agreement-of any nature whats'o~ver, to the extent that
it exists by reason of any n~gligeilt act, omission,
neglect, or any negligent use or oc;cupation of the
premises by CONSULTANT, its -officers, agents,
employees, subcontractors or ~ubconsultants or
consultant.
B. Any operation conducted upon or any use or negligent
occupation of the pr~ihises by CONSULTANT, its officers,
agents, employees, subcontractors or $tibconsultants
under or pursuant to the provision of this contract or
otherwise;
C. Any negligent act, omission or negligence of
CONSULTANT, its officers, agents, employees,
subcontractors or subconsultants.
D. Any failure of CONSULTANT., its officers, agents or
employees to comply with any of the t~rms or conditions
of this contract or any. 'applicable federal,· state,
regional,_ or municipal law, ordinance, rule or
regulation;
E. The conditions, pegligentoperations, uses,
occupations, acts, omissions or negligence, existing or
conducted upon or arising from the use or occupation by
-1~-
CONSULTANT on any other premises wi thin the ci ty of
CARLSBAD related to this Agreement.
The CONSULTANT also agrees to indemnify CITIES and pay
for all damage or loss suffer~d?y CITIES including but
not limited to damage to or loss of CI~IES' property to
the extent caused by or arising out of the conditions,
operations, uses, occupatiofi~, acts, omissions or
negligence of the CONSULTANT within the meaning of
SUbsections A through E of this Section 24.
The CONSULTANT agrees that it will maintain the insurance
specified in the contract.· All such insurance shall be written
at such limits and with such companies as are acceptable to
CITIES and the CONSULTANT shall provide CITIES with proof of said
insurance as specified below.
25. WORKERS' COMPENSATION
A. The CONSULTANT will be required to secure the payment
of compensation .to its employees injured while
performing work or labor neces$ary for and incidental
to performance under this Agreement in accordance with
the provisions of section 3709 of the Labor Code of tqe
State of California.
B. The CONSULTANT ~hall f~le with GITIES one of the
following: 1) a certificate of consent to self-insure
issued by the Director of Industrial Relations, STate
of california, 2) a certificate of Workers'
Compensation insurance issued by an admitted insurer,
-14-
or 3) an exact copy or Q.up:licate thereof of the policy
certified by the director or the insurer. Such
documents shall be filed prior. to commencing the work
of thi~ Agreement.
C. Where the CONSULTANT has employees Who are covered by
united States Longshoremen and Harbor Workers'
Compensation Aqt coverage l the CONSULTANT must furnish
proof of such coverage to. the satisfacti0n. of CITlES.
27. LIABILITY AND PROTECTION AND INDEMNITY INSURANCE
A. The CONSULTANT shall furnish. apol.icy.of comprehensive
general liaQility insurance witb ehdorsements for
contractual liability assumed and automobile liability
insurance, in which CITI;ES, thei~ boards, officer~.,
agents and employees ar'e included as additional
insureds with the CONSULTANT to the e~tent of the
CONSULTANT'S liabilities assumed hereunder. Such
policy shall fully protect and .save harmless the
additional insureds from any and all claims for damages
for bodily injury, including wrongful death, as well as
from claims for property damages, which may a,rise from
the negligent operations' ~nder and, iIi connection with
this contract, whether sl,lch operations .be by the
CONSULTANT or by any subcontractor or subconsultant or
anyone directly or indirectly employed by ei ther of
them.
-15-
B. The minimum lim~ts of Liability Insurance shall be .the
limits normally car.ried by the CONSULTANT, but no less
than $1,000,000 combined single limit for property
damage and bodily injury including death (or such other
amounts as CITIES ltlay s;pecify). If the submitted
policies contain aggregate limits the CONSULTANT shall
provide evidence of· instirance p~otection for such
limits so that the required coverage is not diminished
in the event that th~ aggregate limits become
exhausted. Said limit· shall be without deduction,
provided that CITIES and their desd.gnee may permit a
deductible ,amount when, in their judgment:, it is
justified by the financial capacity of the CONSULTANT.
C. Nothing herein shall' be construed as limiting in any
way the extent to which the CONSULTANT may be held
legally responsible for damages to persons or property.
D. When the work of this specification requ'ires the use of
watercraft, the CONSULTANT must additionally provide
protection and indemni ty insurance in the amount of
$1,000,000 combined single limit for marine liability.
28. SPECIAL INSURANCE ENDORSEMENT.
The special insurance endorsement attached pereto as Exhibit
F -"Special Insurance Endorsement," shall be made available to
Contractors and CONSULTANTS to satisfy the insurance requirements
described above.
-.16-
29. PROFESSIONAL LIABILITY INSURANCE
CONSULTANT certifies that it now has professional liability
insurance in the amount of one million dollars ($1,000,000), that
it will take whatever steps; necessary to assure that the work
performed under this agreement· will be covered by such policy,
and that it will keep'such insur~nce or its equivalent in effect
at al times during performance of this agreement and until two
years following completion of the work Under this Agreement.
30. INSURANCE DOCUMENTS AND SUBMITTAL
A. All required insuranc;:e shall be transmitted to the
Proj ect Manager wi thin thirty (30) days of award of
cOhtract for approval by CITIES.
B. The approval of insurance by CITIES shall be a
cond.j.tion precedent to· the right of· the CON$ULTANT to
demand or receive payment for the work under the
contract requiring such insurance. No request tor
payment will be processed until'the required insurance
has been approved by CITIES and no Notice to Proceed
will be issued until such approval has been given.
C. The CONSULTANT shall submit as proof of comprehensive
general liability insl,lrancecoverage certificates of
insurance endorsed with the special endorsement
attached to this exp.ibi t. As proof of profes$ional
liability coverage, CONSULTANT shall submit
certificates of insurance for the pro£essional
liability coverage. All 'certificates shall be
-17-
submitted in duplicate with original signatures.
Facsimile signatures will not be approved~
In addition, ~f at any ti:rne CI.TIES wish' to review the
actual .policies, CONSULTANT will, make available these
policies provided that CONSULTANT shall be entitled to
retain the policies to protect any proprietary terms of
such policies.·
D. Liability and protection and indemnity policies shall
name as additional insureds' the cities of Los Angeles
and CARLSBAD, their boards, officers, agents,' and
employees, and must contain a noncancellation clause
exactly as follows:
"It is agreed that the insurance provided herein will
not be cancelled or red~ced in amount until the Board
of Harbor COminissioners and the City Attorney of the
City 6f Los Angeles and the City of CARLSBADapd its
City Attorney have been given 30 days notice by
certified mail."
E. Notwithstanding any other provision of this agreement,
CONSULTANT also agrees to name N. B. and W. H. HUnt and
their agents as additional insureds to the extent of
CONSULTANT'S liability assumed hereunder, to the
comprehensive general liability policy.
-18-
f •
IN WITNESS WHEREOF, we have hereunto set our hands and
seals.
CH2M HILL CITY· OF CARLSBAD
By
Mayor
Title
APPROVED AS TO FORM:· ATTESTED:
City Attorney city Clerk
-19-
EXHIBIT B
ANTICIPATED CONTRACTUAL SERVICES
AND CARLSBAD ADMINISTRATIVE SERVICES
TO SUPPORT'BATIQUITOS PROJECT
I. CONTRACTUAL SERVICES
AGRE~1ENT NO. 2
for Prel iminary Title Searches
AGREEMENT NO. 1
for Carl sbad -CH2r~ Hill
for EIR/EIS preparation
AGREEMENT NO. 3
for Right-of-Way Acquisition
Apprai sal Servi ces
AGREEMENT NO. 4
for Carlsbad Staff support
for EIR/EIS review and processing
II. CARLSBAD ADMINISTRATIVE SERVICES
A. Staff salaries
B •. Supplies .(.reproduction, exhibits mailing)
C. Travel (agency review, meetings)
$ '35,000.00
25% cd~tigency $ B,750.00
$' 43,750.00
$5'63,901,.00
10% contigenty $ 56,390.10
$620,291.10
$ 50,dOO~00
25%· contigency $ 1-2,500.00
$ 62,500.00
$ 30,000.00
25% contigehcy $7~500.00
$ 37,500.00
$ 30,000.00
$ 10,700.00
$ 5,000.00
$ 51,700.00
25% cQnti gency $ 12,925.00,
$ 64,625.00
III. SUMMARY
Contractual Servi ces
Carlsbad Administrative Services
not-to-exceed $764,041~00
$ 64,625.00
nQt-to-exceed $828,666.00
r~-I"' . Rev. BY: XEROJ( .-i~tft.~Op.,.iER 70.1'0 ~~, '4-6-88 '-1 :".44PM ; 213 831 0439 . ~ 24069; l=I :2
{;~'~~ ~ . ~ 04/06/]:"888 ,;~;I 14: 44 PORT OF LA \, 213 831 0439 P • 0~ ':,~,~. '7· . t:" ; BATIQUITOS LAGOON-' 1 ~i,; i " ENHANCEMENT PROJECT .il,\!;/ I} " . CH2M HILL PROJECT N22723. _____ 1 o T.FUft<;;rSMITT AL [JJ FAX (!tIt!) 'I320R-9t;.
TO~ qA&)' ~ylJf..I FROM:.b, ~:[ c~~Lt~er+u DATE: ".(-~"f'f ..
SUBJECT: ~~ ____ -'-_....---~_
-ATTACHMENTS:
o LETTER 0 MEMO 0 NOTES D INFORMATION D DRAWINGS
o OTHER· .-"" ----------------------~--------------~----~~ COPIES TO:
o LILLIAN KAWASAKI, PROJ MGR.
CITY OF CARLSBAD o CITY MANAGER a JOHN CAHILL o GARY WAYNE o LLOYD HUBBS o SANDRA SCHMIDT o CITY COUNCIL VIA CITY MGR o --~~"';""""'_--,-.l ____ _
o LEAC
CH2M HILL
Cl JIM ROSS/LAO
d WYNNLEE C~ISP leva o JOE SCOTT/SEA o KEN ICEMAN/~DD o '
TEKMARINE o DA VlD DYKSTRA
CI CHOULE SONU
MICHAEL BRAND MAN ASSOC. o VERN HALL, POLA '_ CI RAY DEWIT
OTHERS
/ (9DKE~O S i
..... -" REM ARKS: ~'rl-r~~~-~.........,...~~,......-.-~~--""------"-~~~~-~
: ~
..
,t i \' ~t.... "--
, :
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--~~--~~~ ~-
POOR
QUALITY
ORIGINAL (S)
• I
RCV BY:XEROA TEL~COPIER 7010 ; 4-6-88
\
1: 44PI'1 ; 213 831 0439
04/0q/1988 '14:44 PORT OF LA 21:;3 831 0439
~111!!1!1111~
T.ELECOPY T.RANSMITTAL LETTER
Oate:
From; / / j '1 / I ' • " ./
I ') //1 , 'I""I:~ ,'" t'....,(" .. t" ... ;" ,'.
To:
Number of pages to follow:
24069;j:f 1
P.01
Tom Bradll!\'
Mayor. City of Lo~ An\lCI~'~
BQard Q£ Harbor Commissioners II
Jun Mori. Esq •• Prc&idct,t
(ra T. Dim~nfic:ld. Vice Prl:sidl:llt
E. 'Gt;t"!!,P,,yr'll'. lL,D.
Kobert G. KadCls. Sr,
Kcnnc[h E. LOl'd
Rh"ft Mlt(;h~lI. g""rl!IU}'
,E2:uniill nUr!!
£xt\cutivc Director
If all pages have not been received, please call (213) 519-3878.
Additional
l't\ (
,-\ \ \ c f \'-\ I • i , i I. ( i \ c /-<. "'--"-.• '----.\
'-..-
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">!5 So. P~lll' V"rd,,~ Stf~el 1'.0,80)( lSI San Pedro. CA 9007.33.1lt91 ZIJI51?-J..oo Telil!C: 1f!:.2387 POL" SPRO
An Ailirm"riv~ ACrlDIl/!;qllil Oppol't1lnity EmpIQYI'l"
RCV By': XEROX TELECOP I ER 7010 ; 4-6-88 1: 45Pt'1 ; 213 831 0439 24069;j:j: 3
04/06/1988 14:45 PORT OF LA 213 831 0439 P.03
.' BATIQUITOS LAGOON
ENHANCEMENT PROJECT
CH2M HILL PROJECT N22723._
D TRANSMITTAL GJ FAX (619) 434~1987
TO: ____ ~VI~N_CE __ BI_O~ND~O~~ ________ _
CARLsBAD
FROM: LILLIAN' KAWASAKI
DA TEi 8!2rjJ 6, 1988
SUBJECT: REVIEW OF THE CITY.,.
I
CA~tSBAD REIMBURSEMENTCONTRAC~
ATTACHMENTS:
o LETTER 0 MEMO' 0 NOTES D INFORMATION 0 DRAWINGS
o OTHER-
------------------------------------~~--~--~--COPIES TO:
o LILLIAN KAWASAKI. PROJ MGR.
CITY OF CARLSBAD o CITY MANAGER o JOHN CAHILL o GARY WAYNE
D LLOYD HUBBS o SANDRA SCHMIDT o CITY COUNCIL. VIA CITY MGR
o_~ _______ _..,...._~
o L.EAC o VERN HALL. POLA
I
CH2M HILL OTHERS
o JIM ROSS/LAO o WYNNLEE CRISP /CVO o JOE SCOTT/SEA o KEN ICEMAN IROD o _---,-___ ~""'_
TEKMARINE o DAVID DYKSTRA o CHOULE SONU
MICHAEL BRANOMAN ASSOC. o RAY DEWIT o LEE JONES
, i, . !
REMARKS: ___ :~J_\· ___ ;_\ ~;_. __ ~~~~~~ ______ .~.~~--~/----~---..,....---
~. I 7 ,-
VINCE, ' J
If YOU HAVE ANY COMMENTS. I NEEDTK1S REVIEW BY 4:00 TODAY IF POSSIBLE~.
I
I
_ •• l.:
) -','
, i
Rev BY: XEROX TELtE~dOFhER 7010 ; 4-6-88 \ : 1:20PM :213 831 0439 ~
04/06/19 8 14:20 PORT OF LA 213 831 0439
TJLECOP¥ TRANSt1ITTAL LETTER
Oa te:
From:
, I .
/' (7/,1 J((l,/ ::~ /-. • , •. ,~ \. .0,;.
To: i)) drJ IlL,.
Number of pages to follow: -.". " . ,
24869.;j:I 1
P.01
Tom Bt;ldl~v
Mayor. City of Luti Ang~I~'~
Soard of Harbor CQmmiJiiQnou,
Jun Mori. Esq •• Presid('n[
Ira T. Dblcnficld. Vice President
E. Grac;I' "~ytw. I.I...D.
Robcl t O. R"d(>s. Sr.
~~nrltllh F:, Lord
Rhen Mitchell. S!:cr~tllr)'
E:wnial Bllrts
Executive Director
I f all p age s h a V e not be e n r e c e i v e d, p 1 e a sec a 1 1 ( 2 1 3) 519 -3878.
/
Additional Notes: .... I I ••
-
. '. ; ~'
POtt of Los Anglll". 425 St)_ Palo. Verd<:5 Stre~[ p.O, Box lSI San Pedro, CA 907.lMI51 Tel~Xl 18-2387 ('OlA SPRO
An Arnnnariv~ A~fionf~ql,lll Oppotrutllty iiml'loyer
--RCV BY:XEROX TELECOPIER7010 ; 4-6-8~ 1:20PM ;213 831 0439 ~ 24069;1=1 2
0.:1/06/1988 14: 21 PORT OF LA 213 B~3,1 04:;39 P.02
BATIQUITOS LAG,QON
ENHANCEMENT PROJECT
CH2M HILL PROJECT N22723. ~
o TRANSMITTAL [JJ FAX (V/q J L/320K'tft/
TO: qA:: -:VAiN£.) FROM: t, ~:/
CA4~~ DATE: _-----.:.;"f_-.. ...JC~:;....,.···.~fP-=------~
SUBJECT: _____ -~---~~=-
ATTACHMENTS:
D LETTER D MEMO D NOTES 0 INFORMATION 0 DRAWINGS
D OTHER,
------------~----COPIES TO:
o LILLIAN KAWASAKI, PROJ MGR.
CITY OF CARLSBAD o CITY MANAGER o JOHN CAHILL o GARY WAYNE o LLOYD HUBBS a SANDRA SCHMIOl
D CITY COUNCIL VIA CITY MGR o ____ ~--=--------~ o LEAC
I:J VERN HALL, POLA
CH2M HILL OTHERS o JIM ROSS/LAO
q WYNNLEE CRISP Icva o JOE SCOTT /5EA
tJ KEN ICEMAN/ROD
o~----~--TEKMARINE o DA VJD DYKSTRA o CHOULE SONU
MICHAEL 8RANDMAN ASSOC.
D RAY -DEWIT o LEE JONES
..
. REMARKS: ~ ________________ ~ ____ ~~~! __ ~ __ --__ -~~~--\.,
-,1
-It
REIMBURSEMENT AGREEMENT
(HARBOR OEPAR~MENT AGREEMENT NO. 1419-1
CARLSBAD RESOLUTION NO. )
REIMBURSEMENT AGREEMENT BETWEEN THE CITY OF CARLSBAD
AND THE CITY: OF LOS ANGELES
FOR THE PREPARATION' OF
AN EIR/EIS AND CERTAIN OTHER
CONSULTANT STUDIES FOR THE
BATIQUITOS LAGOON ENHANCEMENT PROJ~CT
THIS AGREEMENT is made this day of
__ ~~ __ ~ ______ , 1988, between the CITY OF CARLSBAD, a
municipal corporation of the State ot Califo;nia, hereinafte~
referred to as CARLSBAD, ,and the CITY of Los Anqeles acting by
and through the Board of Harbor commissioners hereinafter
referred to as BOARD.
RECITALS
WHEREAS, BOARD and CARLSBAD are pursuinq a project
identifie~ as the enhancement otBatiqUitos Laqoon
(tlBatiquitos projectH-) I which is locate~ within the
jurisdiction of CARLSBAD, as mitigation for Los Angeles harbor
fills and CARLSBAD in~ends to retain various consultants to
study the project; and
WHEREAS, CARLSBAP has already entre red into the first
of the neeessary agreements for the Project by retaining the
services of CH2M Hill for preliminary project engineering; and
WHEREAS, BOARD has already aqreeg to reimburse
CARLSBAD for the cost of the engineering design services of
CH2M Hill pursuant to Board Agreement. No. ,1419 (City of
earlsbad Resolution NelS. 9028 an4 9101)1 ahd
WHEREAS, to proceed with the Bat1~itos Project it
is now necessary for CARLSBAD to retain the servioes of CH2M
Hill to asstat in the preparation of an EIR/EIS and to perform
related technical studies', and
WHEREAS, to proceed with th~ Batiquitos Project it
is also necessary for CARLSBAD to retain consultants-to
perform certain additional expert services as described below;
and
- 1
WHEREAS, BOARD and CARLSBAD are parties to an
Agreement ("MOA")' with vario.us ;federal and, statE! aqenciE!s
which est.blish~s certain procedures and: responsibiliti~fJ 'for
desiqn, construction and maintenance of the·$atiq\iitos Project
and which requires Pacific &·Texas Pipeline" Transportation
company ("Pacific Texas") to deposit certain su~s with the
coastal Commission to fund the Batiquitos Project1 and
WHEREAS, Pacific Texas has not yet deposited such
funds and BOARD. desires to fund the amount neces~ary to carry
out CARLSBAD'S addition'al stUdies. . .
NOW, THEREFORE, in consi.deration .o·f th~ covenants
and conditions below, it is aqreed as follows:
1. carlsbad's Retention of Consultant. CARLSBAD will
engage the firm of ~H2M Hill h.r.i~after·ref.rre4 to
as CONSULTANT to perform.all the serv1.cesneca,sary
to complete an EIR/EI'S for ·the Batiquitoa Project as
described more specifically in Agreement Nc.
between th. City of Carlsbad· and CIl2M Hill (EXhibit
1) •
2.' Retention of Additional .. Consultant. to. PerfOrm
Additional Expert Serviceg. CARLSBAD ~nd SOARD (the
"parties") agree tha.t to' expe<.1.i,te ~ompletiQn of th.e
Batiquitos Project, CARLSBAD will' need to hire
addittonal consultant.s (hereafter "CONSULTANTSi') to
perform the expert services described in Exhibit ~.
BOARD agrees to reimburse CARLSBAD for these
CONSULTANTS provided.: (1) the CONSULTANTS se~ected'
are agreeable to the Executive Director of the Los'
Angeles Harbor Department or hi.' designee which
shall be given in· writing by let:te~ to CARLSBAO when.
the CONSULTANTS are seiected; (2). ~he amount of the
reimbursement for each CONSULTANT' selected shall hot
exceed' the amount li$t'ed in Exhibit 2 (which
includes a 25% cont~nqency faotpr) without further
BOARD approval.; (3) the a~ount of the reimbursement
tor the administrative services of CARLSBAD shall
not exceed the amount listed in, Exhibit 2 (whioh
includes a 25t continqency factor) without further
BOARD apprQval.
3. Board's Reimbursement for Services. of CH2M Hill's
PreparJtionof EIR/EIS. SbARDstiall pay to CARLSBAD
the actual cost ot CK2M Hill's services provided
these costs shall not ex~eed Six Hundred Twenty
Thousand Two Hundred Ninety-one OQllars .
($620,291.00) (irteltidinq a ten percent (lot)
-.2
contingency factor) without prior written approval
of BOARD plus actual CARLSBAD administrative costs
associated with this CONSULTANT'S agreement, as
indicated in Exhibit 2. CH2H Hill's costs shall be
based on the compensation provisions of the CARLsBAD
CH2M Hill EIR/EIS agreement (CARLSBAD Agreement No.
------).
The invoices of CH2M Hill and all additional
CONSULTANTS retained by CARLSBAD as autl'lorized by
th~s agreement shall be forwarded. monthly to BOAR])·
for direct paymen't to CONSULTANT by aOARD in ~ .
timely manner. Monthly invoices for actual CARlSaAD
administrative costs, shall be paid ~y BOARD in a
like manne'r. Said in'Voices shall be fully
documented by CITY.
4 • Consul toots Are Independent contragt·prs,. It is
'understoodthatCH2M Hill and aaditionalCONSOLTANTS
shall ,be independent contractors ot CARLSBAD. ' , ,
5. Proj@9t Manage);. In accordance with ExhibitB of
the MOA., it is understo,od that BOARD is :preparfJd to
, provide CARLSaAD with a Project Man~ger' to assist
CARLSBAD in carrying out the consultinq wo~k .
necessary to properly assess the Batiquitos project.
The Project Manager shall report to and ta·ke .
direction from CARLSBAD, through the CARLSBAD City
Manager Qr his desiqnee, provided however, that
CARLSBAO aqrees that it will at all times consult
with BOARD if BOARD expresses any concerns regarding
the Proj:ect and will implement all requests of llOARD
unless it expressly finds such requests are
unreasonable. The Project Manager shall comply with
all laws, rules and policies of 'CARLSBAD and may be .
remo'Ved by BOARD or CAltlSBAD, a,fter. consultation
with BOA~D, if his/her performance is in any ~espect
unsatisfactory. The PrOj·ect Manager Shall. be
provided 'appropriate office space and facilities., if
available, (phone, copier, files, etc.) by CARLSBAD.
6. Reimbursement of Board from coastai Commission
Escrow Account. The part.1es aqree that SOARD is
advancinq funds for the CONSUL~ANTS and CARLSBAD
services identified in this Agreement to carry out
the work authorized by the above referenced MOA.
The parties agree that the monies advanced by SOARD
are those which are funded by Section 5 and 9 of the
Batiquitos MOA and further understand that BOARD
shall be reimbursed for the actual amount of its
- 3 -'
payments to CONSULTANTS and CARLSBAD from the -Escrow
Aocount established under the terms of the 'MOA, upon
w~1tten request by BOARD. BOARD shall have the .
right to terminate the work of CONSULTANTS at
anytime for any reason as long as BOARD reimburses
the CONSULTANTS and CARLSBAD for costs incurred to
date.' Such termination shall be accomplished by
BOARD providinq CARLSBAD a written notice and
CARLSBAD terminating the CONSULTANT'S Agreement as
provided in that Agreement.
7. Proprietary·tnformation. The work product of CH2M
Hill and additional CONSULTANTS r,et-ained by CARLSB~D
shall be owned jointly by CAALSBAD and BOARD and
shall not be released to any other party without the
consent of both CARLSBAD and BOARD. CARLSBAD and
BOARD aqree that the plans developed by CONSU·L'l'ANTS
are proprietary information which have an economic
value to a person restoring t.he lagoon. If tor any
reason BOARD does not proceed with the project,.it
agrees that CARLSBAD may use the plans developed by
CONSULTANTS to itself restore the lagoon. CARLSBAD
agrees that if any other person' wishes to restore
tl1e lagoon and use such plans, that BOARD shall be
entitled to be reimbursed £rom such person the value
0'£ the CONSULTANTS' plat\s and reports to the extent
BOARD funds have paid for the work of the
CONSULTANTS.
I / I I
/ / / I
/ /.f I
I I I I
/ I I I
/ / / /
I 1/1
I / / /
IN WITNESS WHEREOF, the parties hereto have executed
this agreement on the day and year first above'written.
APPROVED AS TO FORM:
1988
CITY OF CARLSBAD, a MUnicipal
Corporation of the State of
California
By __ ~~~~~~~~ __ ~ __
CLAUDE A. LEWIS, Mayor
Attest __ ~~~~~~~~~ __
ALETHA RAUTENKRANZ
City Clerk '
CITY OF LO$ ANGELES, a MunJcipal
Cotporation of the State of
California
By __ ~='~~~~~~ __ ~,-__ _ EZUNIAL BURTS, Executive
Director for Board of
HarbQr commis$loners
________ ~ _________ , city Attorrt~y
By __ ~~~ __ ~~ ____ ~ __
RONALD BALL, Assistant
APPROVED AS TO FORM
~~~~~~~~~_, 1988 JAMES K. HAHN, City Attorney
By ~~~~~~~~ __ ~ __ RAYMOND P. BENDER, Assistant
RP8:au
04/06/88
- 5 -
TOTAL P.0=-2_~_~_~
.. . )
..
AGREEMENT FOR THE PREPARATION OF
THE' ENVIRONMENTAL IMPACT REPORT/
ENVIRONMENTAL IMPACT STATEMENT AND
RELATED TECHNICAL STUDIES FOR THE
BATIQUITOS LAGOQN ENHANCEMENT
PROJECT
THIS AGREEMENT, m~de and entered into as of the
EXHIBIT 1
day ,of
_________ , 19 _, by and betw,een the CITY OF CARLSBAD, a
municipal corporation, hereinafter referred to as "CITY." and
CH2M HILL, hereinafter. referred to a:s "CONSULTANT."
RECITALS
CITY rfaquires the services of CH2M HILL to provide the
necessary services for preparation of the EFv\ronmental Impact
Report (EIR) /Env ironmental Impact statemetf;ld: the Batiqui tos
Lagoon Enhancement Project; and
CONSULTANT possesses the necessary skills and qualifica,tions
to provide the services required by CITY; and
CONSULTANT shall be an independent contractor to the CITY~
NOW, THEREFORE, in consideration of these recitals and the
mutual covenants contained herein, CITY and CONSULTANT agree as
follows:
1. CONSULTANT'S OBLIGATIONS
The CONSULTANT shall:
A. Conduct the necessary tasks including related technical
studies required to prepare the EIR/EIS for the
,-
.~, t
Batiqui tos Lagoon Enhancement Project as depicted in
the attach~d Exhibit A -Batiquitos Lago'on Enl1ancement
Project. Said tasks are identified in the scope of
work dated , a copy of which is attached
(Exhibit B Scope of Work) and incorporated by
reference herein.
B. Attend such meetings of public and private groups as
may be required in conjunction with the preparation and
approval of the EIR/EIS . and which are specified in
Exhibit B "Scope of Work."
C. Provide all personal transportation .during the course
of this agreement.
D. Hold harmless 'al,l land owners granting permission for
CONSULTANT to enter and cOhdUct the required studies as
identified in the "Soope of Work" from Liabilitie's'
arising from the negligence of CONSULTANT.
E. Perform all functions, responsibilit~es and
requirements to accomplish. the preparation of the
EIR/EIS for the' Batiqui tos Lagoon Enhancement Proj ect
as specified in the "Scope of Work" Exhibit B herein
above referred.
2. CITY OBLIGATION
Under the g.eneral direction of theci tyMan~ger and subject
to the provisions of this agreement, CITY Shall:
-2-
A. Make available to the CONSULTANT its records, reports
and other dO.cuments deemed necessa'ry to properly
perform the services required by the CITY.
B. Obtain all required permits, with CONSULT~NTfS
assistance, to all.ow the consul tant to perform the
t~sks identified in the "Scope Of Work."
C. Obtain permission from property owners to 'allow the
CONSULTANT to both enter the private property and to
perform the tasks identified in the "Scope of Work. II
O. Review materials submi tted by CONSULTANT in a t.imely
manner so that the CONSULTANT can adhere· to the time
schedule contained in the "Scope of Work" -'Exhibit B.
E. Announce,' advertise, conduct and record all public
meetings and hearings, with CONSULTANT'S assistance,
related to the completion of this agreement.
F. Provide a proj ect Jt{anager who shall act on behalf of
the City in the execution of this agreement.
3. PROGRESS AND COMPLETION
The work under this contract will begin within ten (10) days
after receipt of written notification to proceed by CITY and be
completed within days of the date or more specifically
according to the schedule set forth in Exhibit C -"·Schedule."
Extensions of time may be granted if requested by CONSULTAlfT and
agreed to in writing by the City Manager·. In consideration of
such requests, the City Manager will give ailowance!or
documented and SUbstantiated unforeseeable and unavoidable delays.
-3-
, .
)
not caused by a lack of foresight on the part of the CONSULTANT,
or delays caused by CITY inaction or -other agencies I lack of
timely action.
4. FEES TO BE PAID TO CONSULTANT
lump sum fee payable according to Paragraph 5, "Payment
of shall be $576,717.00.
~-----~>-
No other compensation for
services will be allowed except those items covered by
supplemental agreements per Paragraph 7, II Changes in Work".
5. PAYMENT OF FEES
Payment of fees shall be in accordance with the fees by task
set forth in Exhibit D -":Cost _ Estim~te Summary: Scope Cost."
Payments shall be paid in the course of City business following
delivery of invoices provic:,ied, however, that no fees shall _ be-
paid until the invoices have been verified and. approved by CITY.
CONSULTANT may submit invoices monthly that represent the value
of work completed to date, minus any pri~r payments made.
Payment of any invoices pursuant to 'this section shall not
consti tute -a waiver by CITY of any breach of any part of tl1is
agreement.
6. FINAL SUBMISSION
Wi thin ( ) days of cc;>mpl.etion and a~proval of the > check document(3tI~~IS, CONSULTANT shall deliver to CITY one
~ _ era-readY~IR~IS and one copy in accordance with the
enced "Scope of Work."
, .
7 • CHANGES IN WORK
If, in the co.urse of this Contract and design, changes seem
merited by the CONSULTANT Qr th~ CITY, and info.rm~l qo.nsultatio.ns;;
with the o.ther party indicate that.a chapge in the co.nditio.ns o.f
the Co.ntract is warranted, the CONSULTANT o.r the CITY may request
a chang~ in Co.ntract. such changes shall be pro.cessed by the
CIT~ in the fo.IIo.wing manner: A letter o.utlining the de!ldred
changes shall be fo.rwarded to.. the City Manager or CONSULTANT to.
info.rm them o.f the pro.Po.sed changes alon:g with a statement o.f
estimated changes in charges o.r time schedule. After reaching
mutual agreement o.n the pro.Po.sal ,a sUpplemental agreement o.r
change o.rder shall be prepared by the CITY and approved by the
City Co.uncil. CONSULTANT I S co.mpensatio.n fo.r said change order
shall be determined based o.n the fee schedules co.ntained in ~he
attached Exhibit E -"Co.nsultant Fee Sqhedule" o.r as updated in
acco.rdance with year end salary adjustments.
8. COVENANTS AGAINST CONTINGENT FEES
The CONSULTANT warrants that its fit'Ill has no.t e~plo.yed o.r
retained any co.mpany o.r perso.n, o.ther than a bo.nafide emplo.y~e
wo.rking fo.r the CONSULTANT, to. solicit o.r secure this agreement,
and that CONSULTANT has no.t paido.r agreed to. pay any co.mpany o.r
perso.n, o..ther than a bo.nafide emplo.yee" any fee, co.mmission,
percentage; bro.kerage fee, gift, o.r arty o.ther co.nsideratio.n
contingent UPo.n, o.r resulting fro.m., the award. or making this
agreement. Fo.r breach o.r vio.latio.n o.f. tnis warranty, the CITY
shall have the right to. annul this agreement price o.r
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· .
consideration, or otherwise recover, the, full amount of such fee,
commission, percentage, brokerage fee, gift, or contingent fee.
9. NONDISCRIMINATION CLAUSE
The CONSULTANT shall comply with the State and Federal
Ordinances regarding nondiscrimination.
10. TERMINATION OF CONTRACT
In the event of the CONSULTANT'S failure to prosecute,
deliver, or perform the work as provided for in this Contract,
the CITY may terminate this contract for nQnper;formance by
notifying the CONSULTANT by certified mail of tne termination of
the Contract. The CONSULTANT, thereupon, has .fiv~· (5) working
days to deliver said documents owned by the City anqall work in
progress to the City's Planning Director. The City Manager shall
make a determination of fact based upon the documents delivered
to CITY of the percentage of work which the, CONSULTANT has
performed which is usable and of worth to the GITY in, having the
Contract completed. Based upon that finding as reported to the
City Council, the Council shall determine the final payment of
the Contract.
11. DISPUTES
If a dispute should arise rega+-ding the perfQrmance of work
under this agreement, the following procedure shall be used to
resolve any question of fact or interp;retation. 'not otherwise
settled by agreement between parties. such questions" i~ they
become identified as a part of a dispute among persons operating ,
under the provisions of this Contract, snail be r~duced to
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writing by the principal of the CONSULTANT or the City managet.
A copy of such documented dispute shaLl. be forwarded to both
parties involved along with recommended methodS of resolution
which would be of benefit to. both parties. The City Manger or
principal receiving the letter shall reply to the letter along
with a recommended method of re~olution within ten (10) days. if
the resoluti.on thus obtained is unsatisfactory to the aggrieved
party, a le·tter outlining the dispute shall be forwarded to the
city Council for their resolution through the Office of the City
Manager. The City Council may the~ opt to consider the directed
solution to the problem. In such ca:~es, the action of the City
Council if reasonable shall pe binding upon the parties involved,
al though nothing in this procedure shall prohibi t the parties.
seeking remedies available to them at law.
12. RESPONSIBILITY OF THE CONSULTANT
The CONSULTANT is hired to render professional service.s for
preparation of an Environmental Impact Report/Environmental
Impact. Statement for the BatiqUitos Lagoon Enhancement Project
and any payments made to. CONSULTANT are compensation s.olely for
such services.
CONSUL'rANT shall prepare an Environmental Impact Report/
Environmental Impact Statement for the subj ect proj,ect in accord
with the Calif.ornia E.nvironmental Quality Act (CEQA) as
implemented by the state Guidelines and by· city in Titie 19 of
the Carlsbad Municipal Code and its implementing resolutions as
-7-
well as pursuant 1:;0 the National Environmental Policy Act (NEPA.)
as amended.
13. SUSPENSION OR.TERMINATIONOF SERVICES
This agree;ment may be terminated only by the CITY upon
tendering ten (10) dayS? written notice to the CONSULTANT. In the
event of such suspension or termina,tion, upon request Of· t.he
CITY, the CONSULTANT shall assemble the work ~roduct and put same
in order for proper filing and closing andd~liver said product
to CITY. In the event of termination, the CONSULTANT shall be
paid for work performed to the termination date; howev~r , the
total shall not exceed the guaranteed total maximum. The CJ,:TY
shall make the final determination as. to the portions of tasks
. completed and the compensation to be made.
14. STATUS OF THE CONSULTANT
The CONSULTANT shall perform the services provided for
herein in CONSULTANT' S own way as an independent contractor and
in pursuit of CONSULTANT' S independentcallipg , and not as an
employee of the CITY. CONSULTANT shall be under control of the
CITY only as to the result to be accomplished and the personnel
assigned to the project, but shall consul t with the CITY as
provided for in the request for proposal.
The CONSULTANT is an independent contra,ctor to the CITY.
The payment made to the CONSULTANT pursuant to this contract
shall be the full and complete compensation to which the
CONSULTANT is entitled. The CITY shall not make any federal or
state tax withholdings on behalf of the CONSULTANT. The
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CONSULTANT agrees to indemnity the CITY for any ta~, retirement,
contribution, soci~lsecurity, overtime payment, or worker's
compensation payment which the CITY may be required to make on
behalf of the CONSULTANT or any employee of the CONSULTANT for
work done under this agreement.
15. CONFORMITY TO LEGAL REQUIREMENTS
The CONSULTANT in consultation with the CITY has endeavored
to identify the tasks necessary to prepare the Environmenta!'
Impact Report/Environmental Impact St~tement which conforms to
all known applicable requirements of law in effect at the time of
execution of this agreement: Federal, State, and local and
CONSULTANT will perform said tasks. CO~SULTANT wili provide
necessary ·supporting documen'ts, to be filed with crgencies whose
approval is necessary and are reasonably known to CONSULTANT ~t
the t'ime of "Scope" negotiations.
16. OWNERSHIP OF DOCUMENTS
All raw data, plans, studies ,sketches, dr~wirtgs, reports I
and specifications as herein required a~e the property ·ofthe
CITY and ci tyof Los Angeles which is providing. certain project
funding, whether the work for which they are made be executed or
not. In the event this Contract is terminated, all raw data,
documents, plans, specifications, drawings, reports, and studies
shall be delivered forthwith to the CITY. CONSULTANT shall have
the right to make one (1) copy of the plans for his/her records.
The CONSULTANT shall not be allowed to publish the results of the
technical studies and Environmental Impact Report/Environmental
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Impact statement or to sell any data or models developed as p~rt
of this agreement without the expressed writteh permission of the
CITY.
17. RELEASE OF INFORMATION BY CONSULTANT
Any reports, information or other data, prepared or
assembled by the CONSULTANT under -this agreement shall not be
made available to any individual or organization by the
CONSULTANT without the prior written ~pproval of the CITY._
18. ASSIGNMENT OF CONTRACT
The CONSULTANT shail not assign this Contract or any part_
thereof or any monies due the;reunder without the prior written
consent of the CITY.
19. SUBCONTRACTING
If the CONSULTANT shall suboontract any of the work to '-be
performed under this Contract by the CONSULTANT,consultant shall-
be fully responsible to the CITY for the negligent performance of
all work by CONSULTANT'S subcontractor and of the persons either_
directly or indirectly employed by the subcontractor, as
CONSULTANT is for the negligent performance of all work by
persons dir~ctly employed by. CONSULTANT. Nothing contained ih
this Contract shall create any contractual relationship betw~en
any subcontractor of CONSULTANT and the CITY. The CONSULTANT
shall bind every subcontractor and every subcontractor of a
subcontractor py the terms of this contract applicable to
CONSULTANT'S wor:k unless specifically noted to the contrary in
the subcontract in question approved in writing by the CITY.
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It is understood that the CONSULTANT intends to engage these
subconsultants for performance of portions of the work:
Tekmarine
Michael Brandman and Associates
Greenwood and Associates
MEC, Inc.
It is understood that any addition of or any chan9"e in
subconsultants must be approved by the CITY in writing prior to
the start of any work undertaken by subconsultantsnot id~ntified
above.
20. PROHIBITED INTEREST
No official of the CITY who is authorized in such capacity
on behalf of the CITY to negotiate, make, accept, or approve, <?r
take part in negotiating, making, acceptin~, or approving of any
architectural, engineering inspection, construction or matel;"ial
supply Contractor, or any subcontractor in . connection with the
construction of the project, shall become directly or indirectly
interested personaily in this Contract or in any part thereof.
No officer, employee, architect atto~ney, engineer, or inspector
of or for the CITY who is authorized in such capacity anq on
behalf of the CITY to exercise any executive, supervisory, or
other similar functions in connection with the performance of
this Contract shall become directly or indirectly interested
personally in this contract or any part thereof.
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21. VERBAL AGREEMENT OR CONVERSATION
No verbal agreement or conversation with, any officer, agent,
or employee of the CITY, ei ther before, during, or after the
execution of this Contract, shall. affect or modify any of th,e
terms or obligations herein contained nor such verbal agreement
or conversation entitle the CONSULTANT to any additional payment
whatsoever under the term$ of this Contract.
22. EFFECTIVE DATE
This agreement shall be effective on and front the day and
year first above written.
24. CONFLICT OF INTEREST
The CONSULTANT shall file a Cohflict of Interest statement
with the CITY Clerk of the City of CArlsbad il1 accordance with
the requirements of the city of CarlsbapConfl:ict of Interest
Code.
25. HOLD HARM·LESS AGREEMENT
The CONSULTANT ~etained pursuant to this Agreement shall at
all times relieve, indemnify, protect and save hi;lrmless .(1) the
cities of Los Angeles (incl~~ihg !ts Harbor Department) and
CARLSBAD (CITIES) and any and a~l of their boards, officers;
agents, consul tants and employees. from any and all, claims' ana
demands, actions, J?roceedings, losses, liens, C()sts and judgments
of any kind and nature whatsoever, including expenses incurred in
defending against legal actions, for death of or inj ury to
persons or damage to property including property owned by or
under the care and custody of CITIES and for' oi vii fines and
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penalties, to the extent that they may arise from Qr be caused
directly or indirectly by:
A. Any dangerous, hazardous, unsafe or def,ecti ve condition
of, in or on the premises which are the subject of this
Agreement of any nature whatsoever, to the extent that
it exists by reason of any negligent act, omission,
neglect, or any negligent use or occupation of the
by CONSULTANT, its offioers, agents,
subcontraotors Or subconsultant$ or
premises
employees,
consultant.
B-. Any operation conducted upon 'or any use or negligent
occupation of the premises by CONSULTANT, its officers,
agents, employees, subcontractors or subconsultants
under or pursuant to the provision of this contract or,
otherwise;
C. Any negligent act, 6mission
CONSULTANT, its officers,
subcontractors or subconsultants.
or negligence of
agents, employees,
D. Any failure' of CONSULTANT, its officers, agents 'or
employees to comply with any of the terms or conditions
of this contract or any applica1;>le federal, st<;\te,
regional, or municipal law, ordinance, ru;l.e or
regulation;
E. The conditions, negl igent ope,rations, uses,
occupations, acts, omissions or negligence, existing or
conducted upon or arising from the use or occupa.tibn'by
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, .
CONSULTANT on any other premises wi thin the ci ty of
CARLSBAD related to this Agreement.
The CONSULTANT also agrees to indemnify CITIES and pay
for all damage or loss suffered by CITIES including but
not limited to damage/to or loss of CITIES' property to
the extent caused by or arising out of the conditions,
operations, uses, occllpations, acts, omissions or
negl igence of the CONSULTANT wi thin the meaning of
sUbsections A through E of this section 24.
The CONSULTANT agrees that it will maintain the insurance
specified in the contract. All such insurance shall be written 'I
at such limits and with such comp~nies as are acceptable to
CITIES and the CONSULTANT shall provide CITIES with proof of said
insurance as specified below.
25. WORKERS' COMPENSATION
A. The CONSULTANT will be reqU~red to secure the payment
of compensation to its employees injured while
performing work or labor necessary for and incidental
-
to performance under this Agreement in 'accordance with
the provisions of Section 3700 o,f the Labor Code of the
state of California.
B. The CONSULTANT shall file with CITIES one of' the
following,: 1) a certificate of consent to self-insure
issued by the Director of Industrial Relations, STate
of California, 2) a certit'icateof Workers'
Compensation insurance issued by an admi tted insurer,
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or 3) an exact copy or duplicate thereof o~ the policy
certified by the director or the insu~er. Such
documents shall be filed prior to commencing the work
of this Agreement.
C. Where the CONSULTANT l1as employees who are covered by
United States Long~horemen and Harbor W6r~ers'
Compensation Act qoverage, the CONSULTANT must furnish
proof of such coverage to the s~tisfaction of CITIES.
27. LIABILITY AND PROTECTION AND INDEMNITY INSURANCE
A. The CONSULTANT shall furnish a policy of comprepensive
general liability insurance with endorsements for
contractual liability· assumed and automobile liability
insurance, in which CITIEa, their boards,. officers,
agents and employees are included· as additional
insureds with the CONSULTANT to the e~tentof the
CONSULTANT'S liabilities assumed hereunder. Such
policy shall fully protect and save harmless . the
additional .insureds from any and all claims for damages
for bodily injury, includin~ wrongful death, as well as
from claims for property damages, which may arise ·from
the negligent operations under .and in connection with
this contract, whether such operations be by the
CONSULTANT or by any subcontractor or subconsultant or
anyone directly or indirectly employed by ei ther of
them.
B. The minimum limits of Liability Insurance shall be the
limits norm~lly carried by the CONSULTANT, but no less
than $1,000,000 combined single limit for property
damage and bodily injury including death (or'such other
amounts as CITIES may specify). If, the s1,lbmitted
policies contain aggregate limits the CONSULTANT shall
provide evidence of insurance protection for such
limits so that the required coverage is not diminished
in the event that the aggregate limits become
exhausted. Said limit shall be without deduction,
provided that CITIES and their designee may permit a
deductible amount when, in their judgment, it is
justified by the financial capacity of the CONSULTANT •.
C. Notbing herein shall be construed as limiting in any
way the extent to which the CONSULTANT maY be held
legally responsible for damages to persons or property.
D. When th'e work of this specification requires the u:;;e of
watercraft, the CONSULTANT must additionally provide
protection and indemni ty insurance in the amount of
$1,000,000 combined single limit fot marine liability.
28. SPECIAL INSURANCE ENDORSEMENT
The special insurance endorsement attached hereto as Exhibit
F -"Special Insurance Endol;"sement," shall be made available to
Contractors and CONSULTANTS to satisfy the insurance requirements
described above.
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29. PROFESSIONAL LIABILITY INSuRANcE
CONSULTANT' certifies that it now has professionql liability
insurance in the amount of one million dollars ($1,000,000), that
it will take whatever steps necessary to assure that the work
performed under this agreement will b,e covered 'by such policy,
and that it Will keep such insurance or its equivalent in effect
at al times during performance of this agreement and until two
years following completion ot the, wQrk under this Agreement.
30. INSURANCE DOCUMENTS AND SUBMITTAL
A. All requir~d insurance shall be transntitt:ed to the
Project Manager within thirty .( 3 0) days of award of
contract for approval by CITIES.
B. The approval of insurance by CITIES shall be a
condition precedent to the right of the CONSULTANT to
demand or receive payment for the work under the
contract requiring such insurance. No request for
payment will be processed until the required insurance
has been approved by CITIES and no Notice to Proceed
will be issued until such approval has been given.
C. The CONSULTANT shallsubmi t as proof of comprehensive
general liability insurance coverage certificates of
insurance endors,ed with the special endorsement
attached to this e,chibi t. A~ proof or professional
liability coverage, CONSULTANT shall subrni t
certificates of insurance fo~ the professional
liability coverage. All ceortificates shall be
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' ...
submitted in duplicate with Qrigin~l signatures.
Facsimile signatures will not be .approved •.
In addition, if at any time CITIES wish to review the
actual policies, CONSULTANT will make available these
policies provided that CONSULTANT shall be entitled to
retain the policies to protect any proprietary terms of
such policies.
D. Liability and protection and indemnity policies shall
name as additional insureds the ci ties of Los Ange'les
and CARLSBAD,' their bqards, officers, agents, and
employees, and must <;:ontaina noncancellation clause
exactly as follows:
"It is agreed that the insurance provided herein will
not be cancelled or reduced in amount until the Board
of Harbor Commissioners and the City Attorney o·f· the
ci ty of Los Angeles and the City of CARLSBAD and its
City Attorney' have been given 30 days notice by
certified mail."
E. Notwithstanding any other provision of this agreement,
CONSULTANT also agrees' to name N. B. and W. H. Hunt and
their agents as additional insureds to the extent of
CONSULTANT'S liability assumed hereunder, to the
comprehensive general liability policy.
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'-. ..
IN WITNESS WHEREOF., we have hereunto set our hands. and
seals.
CH2M HILL CITY OF CARLSBAD
'.
By
Mayor'
Title
APPROVED AS TO FO~: ATTESTED:
city Attorney Cit.y Clerk
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.f
2075 LAt PALM AS DRIVE
CARLS@AD, CA 92009-4859
July 21, 1988
Port of Los Angeles
c/o Lillian Kawesaki
Qtitu of Qtarlsbab
PLANNING DEPARTMENT
425 South Palos Verdes Street
P.O. Box 151
San Pedro, CA 90733-0151
Dear Lillian:
TELEPHONE
(61~) 438-t161 '
The City of Carlsbad requests that the attached contract for
informational services related to the Batiquitos Lagoon
Enhancement Project ErS/ErR be reviewed apd approved per the
conditions of the Reimbursement Agreement.
Your immediate attention to this would be appreciated.
ZlY'/JA
C-GARY WAYN~ )'~
Se or Plannel
GW:af
Attachment
AGREEMENT
THIS AGREEMENT, made and entered into as of the day
of ______________ , 1988, by and between the CITY OF
CARLSBAD, a municipal corporation of the State of California,
hereinafter referred to as "City," and "MORRISON AND ASSOCIATES"
hereinafter referred to as "CONSULTANT."
RECITALS
WHEREAS, the CITY has entered into an agreement wi th the
Port of Los Angeles (POLA) to prepare the environmental
documentation for the Batiquitos Lagoon Enhancement Project
(BLEP); and
WHEREAS, the city, pursuant to the reimbursement agreement
with POLA requires professional services to carry out the public
information aspect of the environmental review; and
WHEREAS, the CONSULTANT has the qualifications to perforIh
said public informational services; and
WHEREAS, it is understood that the CONSULTANT shall be an
independent contractor of the CITY;
NOW, THEREFORE, in consideration or their mutual covenants
and conditions, the parties hereto agree as follows:
(1) DUTIES OF THE CONSULTANT
CONSULTANT shall
relative to BLE~
prepare public information documents
community. In
CONSULTANT'S duties
for distribution to
carrying out this
at the direc;:tion of
include the following:
med;ia and the
obligation the
the CITY shall
(a) The CONSULTANT shall. prepare one initial newsletter
(four-page, 8~ x 11 when folded, one color, up to six
photographs, printing 1,000 copies).
(b) The CONSULTANT shall prepare up to eight monthly
informal newsletter updates (one page, two sided).
(C) The CONSULTANT shall conduct media relations and
prepare up to twenty (20) news releases.
(D) The CONSULTANT shall attend up to fifteen (15) public
meetings and fifteen (15) staff meet'ings.
(E) The CONSULTANT at the CITY I s option shall conduct an
informal telephone poll to determine public opinions
regarding the enhancement project.
(F) The CONSULTANT shall be responsible for all mailings
but not postage.
(G) The CONSULTANT shall be responsible for the printing of
all required materia~s.
(2) DUTIES OF THE CITY
(a) The CITY will make payment to the CONSULTANT as
provided for this ag~eement.
(b) The CITY will make available to the CONSULTANT any
document, studies, or other information in its
possession related to the proposed project.
(c) The CITY will review any +eports/material presented by
the CONSULTANT within seven working days of their
receipt and make written comments to the CONSULTANT
within that time period.
(d) The CITY shall be responsible for postage to mail
newsletter and updates.
(3) TERMINATION OF AGREEMENT
The CITY may terminate this agreement at any time by giving
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wri tten notice to the CONSULTANT of Such termination and
specifying the effective date thereof, at l~ast fifteen days
prior to the effective date ot the terminat'ion. In event of
termination all finished or unfinished documents and other
materials prepared pursuant to this agreement shall become
property of the CITY. Upon termination for reasons other
than breach of this agreement CITY shall pay CONSULTANT the
reasonable value of the services completed to the d'ate of
notice of termination.
(4) RELEASE OF INFORMATION BY CONSULTANT
Any reports, information or other data, prepared or
assembled by the CONSULTANT under this agreement shall not
be made available to any individual or organization by the
CONSULTANT without the prior written approval of the CITY.
(5) OWNERSHIP, PUBLICATION, REPRODUCTION AND USE OF LAND USE AND
PUBLIC FACILITY ECONOMIC IMPACT REPORTS AND OTHER MATERIALS
All documents and materials prepared pursuant to this
agreement are the property of the CITY. The CITY shall have
the unrestricted authority to puplish, disclose, distribute
and otherwise use, in whole or in part, any report, data,
or other materials prepared under this agreement.
(6) PAYMENT
The CONSULTANT will be paid a maximum of $15,000.00 dollars
for all work necessary to carry out the requirements of this
agreement. Actual payment shall be based on the costs as
set forth in Attachment "Ali incorporated herein by
reference. Payments shall be paid in the course of City
business following delivery of invoices provided, however,
-3-
that no fees shall be paid until the invaices have been
verified and approved by CITY. CONSULTANT may submit
invoices monthly that represent the value of work completed
to date, minus any prior payments made. Payment of any
invoices pursuant to this section shall not constitute a
waiver by CITY of any breach of any part of this agreemen~.
(7) LIMITS OF THE OBLIGATION
The limits of the obligation o! the CITY under this
agreement is in the sum af $15,000.00 which' amount is
estimated to be sufficient to compensate the consultant for
all services performed hereunder during the terms of this
agreement. In the event at any time it appears to the
CONSULTANT that said sum may not be sufficient, he shall
immediately so notify the Planning Director. He will not
perform any work or incur any c;>,pligati6n beyond said sum of
$15,000.00 without appropriate amendment to t~is agreement.
(8) CHANGES IN WORK
If, in the course of this contract, changes seem merited by
the CONSULTANT or the CITY and informal consultations
indicate that a change in the conditions of the contract is
warranted, the CONSULTANT or the CITY may request a change
in the contract. Such changes shall be processed by the
'CITY in the following manner. A letter outlining the
required changes shall be forwarded to the CITY or
CONSULTANT to inform them of the proposed changes along with
a statement of estimated' cnanges in charges or time
schedule. After reaching mutual agreement on the proposal,
a supplemental agreement shall be prepared by the CITY and
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approved by the city Manager. Such supplemental agreement
shall not render ineffective or j.,nvalid unaffected portions
of the agreement. Changes requiring immediate action by the
CONSULTANT or the CITY shall be ordered QY the Planning
Director, who will inform a principal of the CONSU1;;TANT' S
firm of the necessity of such action and follow up with a
supplemental agreement covering .. such work. The lump sum
amounts detailed. in this agreement shall be adjusted for·
changes, either additive or deductive, in the scope of work.
(9) HOLD HARMLESS
The CONSULTANT will indemnify the CITY against and hold it
harmless from all and any cost, expense, or liabili.ty for
damages on account of injury or death to persons or damage
to property resul tirtg from or arising out of or in any way
connected with the performance py consultant of this
agreement, including the defense of any action arising
therefrom. CONSULTANT will reimburse the CITY for all
costs, expenses and losses incurred by it in consequence of
any claims, demands and causes of action which may be
brought against it by a person arising out of the
performance by CONSULTANT.of this agreement.
(10) MAINTAIN INSURANCE
CONSULTANT shall, at all times that this agreement is in
effect or the premises are occupied by CONSULTANT, cause to
be maintained in force and effect an insurance policy or
policies which will insure and indemnify both CITY and
CONSULTANT against liability or financial loss resulting
from injuries occurring to persons ·or property in or about
-5-
the premises or occurring as a result of any acts or
activity of CONSULTANT. The liability under' such insurance
policy shall be not less than $100,000 for anyone person
injured or $300,000 for anyone accid,ent and $50,000 for
property damage. The po.licy sh~ll be written by a
responsible company or companies to be approved by CITY, and
shall be noncancelable except on ten day~f written notice to
CITY. Such policy shall name CITY as co~insured and. a copy
of such policy shall be filed with the CITY.
(11) INDEPENDENT CONTRACTOR
CONSULTANT in accordance wi thhis status as an independent
contractor, covenants and agrees that he' will conduct
himself consistent with such status, that he will neither
hold himself out as nor claim to be an' officer 'or employee
of the CITY by reason hereof, and that he will not by reason
hereof, make any claim,. demand, or apl;>.lication to or· for any
right .or privilege applica:ble to an officer or employee of
the CIT71 including, but not 1 imi t.ed to; workmen f s
compensation coverage, unemployment insurance benefits,
soc'ial security coverage, or retirement memb~rship credit.
The CONSULTANT shall be aware of the requirements of the
Immigration Reform and Contro.l Act of 1986 (8 USC Sec. 1101
-1525) and shall comply with those requirements, including,
but not limited to, verifying the eligibility for employment
of all agents, employees, sub-G:ontractors and consultants
that are included in this agreement.
(12) ASSIGNMENT OF CONTRACT
CONSULTANT shall not assign this contract o~ any part
-6-
thereof or any monies due thereunder without the prior
written consent of the City.
(13) SUBCONTRACTING
If the Consultant shall subcontract any of the work to be
performed under this contract by CONSULTANT, CONSULTANT
shall be fully responsible to the CITY for the acts and
omissions of Consultant's subcontractor and of the persons
either directly or indirectly employed by the subcontractor,
as Consultant is for the acts and omissions of persons
directly employed by CONSULTANT. Nothing 'contained in this
contract shall create any contractual relationship be,tween
any subcontractor of CONSULTANT and the CITY. The
CONSULTANT shall bind every subcontractor and every
subcontractor of a subcontractor by the terms of this
contract applicable to Consultant's work llnless specifically
noted to the contrary in the subcontract in question
approved in writing by th~ CITY.
(14) PROHIBITED INTEREST
No official of the CITY who is authorized in such capacity
on behalf of the CITY to negotiate, make, accept, or
approve, or take part in negotiating, making, accepting, or
approving of any architectural, engineering inspection,
construction or material supply contractor, or any
subcontractor in connection with the construction of the
project, shall become directly or inqirectly interested
personally in this contract or in any part thereof. No
officer, employee, architect, attorney, engineer, or
inspector of or for the CITY who is authorized in such
-7-
'c ________ ~ ______ ~ _____ .....I
capacity and on behalf of the CITY to exercise any
executive, supervisory, or other similar fUnctions in
connection with the performance of thi~ contract shall
become directly or indirectly interested personally in this
contract or any part thereof.
(15) VERBAL AGREEMENT OR CONVERSATION
No verbal agreement or conversation with any officer, agent,
or employee of the City, either before, dur~ng, or after the
execution of this contract, shall affect or modify any of
the terms or obligations herein contained nor such verbal'
agreement or conversation entitle th~ Consultant to any
additional payment whatsoever under the terms of this
contr~ct.
IN WITNESS WHEREOF, the parties hereto have executed
this agreement on the day and year first above written.
By
By
ATTESTED:
CITY OF CARLSBAD, a Municipal
Corporation of the State of
California
RAYMOND R. PATCHETT, City Manager
CONSULTANT
ALETHA RAUTENKRANZ, city Clerk
APPROVED AS TO FORM:
VINCENT F. BIONDO
City Attorney
-8-
A TTi1Cb-t r'16tVT (1\ 1/
M Morrison&
Associates Public Relations • Advertising • Consulting • Product Design --
REVISED SCOPE OF WORK AND COSTS
FOR CITY OF CARLSBAD
BATIQUITOS LAGOON ENHANCEMENT PROJECT
June 21, 1988
This Revised Scope of Work and Costs is based on discussions
with City staff after their review of the,proposal, for public
information and rela't:.ed services dated June 2, 1988. The
contract period is 12 months.
1. Newsletters. One initial newsletter (four-page, 8~ x 11
when folded, one-color, up to six provided photographs, printing
1,000 copies, postage to be paid by City).
$3,000
plus sales tax
2. Continued public relations services. Includes eight
monthly informal newsletter updates (one-page, 8~ x 11), media
relations and approximately 20 releases or'advisories, att~ndance
at about 15 public meetings, attendance at 10-15 staff meetings,
and an informal telephone poll. It is understood that these
services are provided at an hourly rate of $75 per hour plus out-
of-pocket expenses.
Total
We appreciate the opportunity to serv'e you.
Sincerely.,
·N ' ~ ~ '--"~
Carl Morrison
Presid:ent
Post Office Box 3114 • Fallbrook, California 92028 • (619) 723-4449
$12,000
$15,000
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AGREEMENT
THIS AGREEMENT is made this day of
, 1987, between the CITY OF CARLSBAD, a -m-u~n~I-c~l-p-a~l--c-o-r-p-oration of the State of California, herein-
after referred to as CITY, and CH2M HILL CALIFORNIA, INC.
h~reafter referred to as CONSULTANT.
RECITALS
WHEREAS, the CITY has entered into an agreement
with the City of Los Angeles hereinafter called the APPLICANT,
wherein the CrTY agrees to prepare an Engineering Predesign
Report fOr the proposed project identified as Alternative
Number .1 of the Draft Batiquitos Lagoon Enhancement Plan;
and
WHEREAS~ the Consultant has the qualifications to
prepare the required Predesign Report1 and
WHEREAS, the APPLICANT has agreed to furnish
certain support and services to the CI'1'Y described in
Exhibit'.B as part of an Agreement among. the City of Los
Angeles, City of Carlsbad, and other parti.es for Marine
Habitat Restoration at Batiquitos :(..agoon; and
,
" WHEREAS., it is" understood that the CONSULTANT
shall be an ~ndependent ~ontractor of the CITY,
NOW ~"--THEitE:FORE, in cons;ideration of their mutual
convenants and conditions, the parties hereto agree as
follows: .
(1 )
.--. ., • v DUTIES OF THE ~ONSULTA~T
CONSULTANT sball prepare,an Engineering predesign Report
for the subject project in accordance with all applicable
codes and ordinances with the interl't -to determine the .
feasibility and costs of the subject project in prepar-
ation for an Environmental Impact Report under a sup-
plemental contract. In carrying out this obligation
the CONSULTANT shall complete those tasks listed in the
Work-Scope (!on·l:·~",-~d in ?t-ttaohment 1 ..
( a) ", rn accor{ with the Work scope, the CO~SULTANT
shall (lj (~necessary a~d required field
explorati(.JH? f reviews andt,estsJ (2) make
necessary and required laITQratory tests and
analysis t (3) apPE;.ar and be prepared to answer
questions at mt. ;.J:,ings designated by the CITY,
and (4) make rerH.)rts necessary to comply with the
requirements of this section.
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(b) CONSULTANT shall prepare 15 copies of a 40 percent
and 10 copies of a draft ~nd 20 copies of the final
predesign Report for submission to the CITY in
compliance with the Work Scope contained in Attach~·
ment I attached hereto and made a part hereof.
(C) CONSULTANT shall attempt to determine a~ soon as
possible in his study of the area involved, those
factors which could severely inhibit or prohibit
the proposed project. If it appears that such
factors are present, he shall so inform the
Planning Director who in turn will discuss with
the APPLICANT the feasibility of continuing with
the report. The objective of this subsection of
the agreement is to minimize the cost if these
adverse'factors exist.
(2) DUTIES OF THE CI~Y
(a) The CITY will make payment to the CONSULTANT as
provided for in this agreement.
(b) The CITY will make available to the CONSULTANT any
document, studies, or other information in its
posseSsion related to the proposed proj·ect.
ec) The CITY will review reports presented by the
CONSULTANT within fourteen working days of their
recel.pt and make written comments to the
CONSULTANT wi thin that time period .. _
(d) ~he CITY will anno~nce, advertise, conduct, and
record all public meetings and hearings, and pay
(or cause APPLICANT to pay) fees to obtain all
necessary permits.
(e) The CITY shall arra~ge for and secure access to
property required for the performance o·f work
under this agreement.
( f) The C!~y appoints . their project mana-g-e~r~,~w~h~o~s'E-a~l~l~h~a-v-e--~th~e~----
authority to act on behalf of the CITY in the
execution of this agreement.
(3) PROGRESS AND COMPLETION
The work under this Agreement will begin within 10 days
after receipt of notification to proceed by tbe CITY.
The work will be completed in accordance with the
fOllowing schedule:
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Complete lagoon instrumen-
tation and calibration
25 daY$ after authoriza-
tion to proceed
(4)
Completion of field work
and dat.a collection
Submit 40-percent Predesign
Report
Submit D~aft Predesign
Report
Submit Final Predesign
Report
45 days after lagoon
instrumentatj;on
45 days after field work
75 days after receiving
client review of 40-
percent report
21 days after ~eceiving
client review of draft
Extensions of time may be granted if requested by' the
CONSULTANT and ag.reed t.o in writing by the CITY. In
consideration of such requests, the CITY will give
allowance for documented and substantiated
unforeseeable and unavoidable delays not caused by a
lack of foresight on the part of the CONSULTANT, or
delays caused by CITY inaction or other agencies' lack
of timely action.
RELEASE OF INFORMATION BY CONSULTANT --
Any reports, information or other data, prepared or
assembled by the CONSULTANT under this agreement shall
not be made available to any individual or organization
by the CONSOLTANT without the prior writt.en approval of
the CITY.
(5) OWNERSHIP, PUBLICATION, REPRODUCTION AND USE OF
PROJECT DATA AND REPORTS
All documents and materials prepared pursuant to this
agreement are the property of the CITY. The CITY shall
have the unrestricted authority to publish, disclose,
distribute and ot.herwise use, in whole Or in part, any
reports, data, or other materials submitted unde~ this
agreement.
(6) PAYMENT
(a) For Specif.~§:,~services
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For services that have ad$quate definition and are
specified in Att.achment 1, Work Scope, the
CONSULTANT will be paid a lump sum of $_, __ ~_.
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Interim progress payments shall be made to the
CONSULTANT within 30 days after receipt by the
CITY of an invoic96 The CONSULTANT may submit
invoices not mora often than monthly that
represent the value of work completed to date,
less any prior payments made by the CITY.
Interest will accrue and be paid at the rate of
1-1/2 percent per month (18 percent APR) on
amounts not paid within 35 days of the invoice
date.
For Extra Work
24069;1:1 4
Changes in CO~SULTANTfs compensation, if any,
which may result from change order or amendment as
provided in Section (8) shall be paid on the basis
of then prevailing hourly or other unit rates plus
direct expenses, subcontract administration fees,
and material costs. Total compensation for such
extra work shall be negotiated prior to issuance
of the change order or amendment and prior to the
performance of said extra work •
. (7) PERIODIC REVIEW/REVISION
It is understood that the scope of this project may
change or shift in emphasis as the results of investi-
gations become available. Consequently, the Work Scope.
Payment and schedule will be reviewed and revised as
necessary at these project milestones:
(a) Upon completion of initial data collection, field
explorations and laboratory testing.
(b) Following CITY's review of 40 percent Predesiqn
Report.
(c) Following CITY's review of Draft Predesign Report.
If the anticipated level of effort and/or scope of sub-
sequent tasks varies from that specified in the Work
Scope, this Agreement and Work Scope will be amended
accordinqlY6
(8) CHANGES IN WORK
If, in the course of this Agreement, changes seem merited
by the CONSULTANT or the CITY r the CONSULTANT or the
CITY may request a change in the Agreement. Such changes
sb,4),.+ be procesq.$.Q. by the CITY in the following manner:
A letter outlining the required changes shall be for-
warned. to tne CI'rY or CONSULTANT to inform them of the
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proposed changes along with a statement of estimated
changes in charges and/or time schedule. aecause the
CONSULTANT is not allowed to perform any work or incur
any obligation beyond the agreed upon amount, it is
understood that the CONSULTANT will stop work on aff.p.r:h~n
tasks until the changes are approved or disapproved.
After reaching mut~al agreement on the proposal, a sup-
plem~ntal agreement shall be prepared by the CITY ann
appr9ved by the City Council. Such supplemental agree-
n'lent:,shall not render ineffective or invalidate unaf-
fectEi!d portions of the agreement. 1-..
Changes requiring immediate action by the CONSULTANT or
CITY shall be ordered by the Commupity DevelopmAnt.
Director who will inform a principal of the CONSULTANT's
firm of the necessity of such action and follow up with
a supplemental agreement covering such work. The lump
sum amounts and schedule detailed in this agreement
shall be adjusted for changes, either additive or
deductive, in the scope of work.
(9) TIME OF COMPLETION
It is understood that inclement weather and other
conditions may delay the completion of field work. The
CO~SULTANT will be allowed as many additional days as
are necessary to compensate for days lost.
Extensions to complete the Work Scope shall be granted
by the CITY if the CONSULTANT is necessarily delayed in
completing work by any caUse that meets any of the
following conditions:
(a) Such cause is beyond CONSULTANT's control and
arises without his fault.
(b) Such oause arises after the execution of this
agreement and neither was nor could have been
reasonably anticipated before the execution of
this agreement.
(10) LIMITS' OF THE OBLIGATION
The limits of the financial obligation of the CITY for
the CONSULTANT's performance of work under this
agreement is in the sum specified in Section (6) which
amount is estimated to be sufficient to compensate the
CONSULTANT for all services performed hereunder during
the term of this agreement. In the event at any time
it appears to the CONSULTANT that said sums may not be
sl}"fficient, he .$11.,!11 immediately so notify the Community
Development Director. tie will not perform any work or
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incur any obligation beyond said sums without app~opriate
amendment to this agreement.
(11) MAINTAIN INSURANCE
CONSULTANT shall, at all times that this agreement is
in e.ffect or the premisss are occupied by CONSULTANT,
cause to be maintained in force and effect an insurance
policy or policies whi~h will protect both CITY and
CONSfJL'1'ANT against liability or financial loss
resulting from injuries occurring as a result of any
acts or activity of CONSULTANT. The liability .under
such insurance policy shall be not less than $100,000
for anyone peraon 1nJureo or $300,000 for anyone
accident and $50,000 for property damage. The policy
shall be written by a responsible company or companies
to be approved by the CITY, and shall be noncancellable
except on 10 days' written notice to CITY.
(12) INDEPENDENT CONTRACTOR
CONSULTANT in accordance with his status as an indepen-
dent contractor, covenants and agrees that he will
conduct himself consistent with such status, that he
will neither hold himself out as nor olaim to be an
officer or employee of the CITY by reason hereof, and
t.hat he will not by reason hereof, make any claim,
demand, or applications to or for any right or
privilege applicable to an officer or employee of the
CITY including, but not limited tOt workmen1s .
compensation coverage, unemployment insurance benefi~s,
social security coverage, or retirement. membership
credit.
(13) ASSlGNMENT OF CONTRACT
CONSULTAN~ shall not assign this contract. or any part
thereof or any monies due to become due thereunde~
without the prior ~ritten consent of the CITY.
(14) SUBCONTRACTING
If the CONSULTANT shall subcon~ract any of the work to
be performed under this contract by CONSULTANT, the
CONSULT~NT shall be fully responsible to the CITY for
the acts and omissions of CONSULTANT's subcontractor
and of the persons either directly or indirectly
employed by CONSULTANT's subcontractor, as CONSULTANT
is for the acts and omissions of persons directly
employed by CONSqLT~NT. Nothing contained in this
'contract shallqreate any contractual relationship
between any subcontractor or CONSULTANT and the CITY.
The CONSULTANT shall bind every subcontractor a-nd every
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POOR
QUALITY
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subcontractor of a subcontractor by their terms of this
contract applicable to CONSULTANT's work unless
specifically noted to the contrary in the suboontrcp..~t
in question-approved in writing by the CITY. ":., .
It is understood that the CONSULTANT intends to engage
these subconsultants for performance of portions of the
work:
Tekmarine
Michael Brandman and Associates
RMW Paleo Associates
D.5. Josephson
Ocean Surveys, Inc.
Whenever it is necessary for the CONSULTANT to employ
sUQconsultants other than those listed here, their
employment shall ,require the prior written approval of
the CITY, except wholly owned subsidiaries and/or
$ubconsultants whose total cQ~ts to be borne by
CONSULTANT is less than 5 percent of the total
compensation in Section (6) of this agreement.
(15) PROHIBITED INTEREST
(16 )
NO official of the CITY who is authorized in stich capa-
city on behalf of the CITY to negotiate, make, accept
or approve, or to take part in negotiating;, making,
accepting or approving any arohitectural~ engineering,
inspection, construction, or material supply cont~ac~
or subcontract in connection with the construction; ot~
the project, shall become directly,,€r' indirectly" ih1::er-e~te~ personal1y in ~his contractor\in any ~~ ~~
the:eof. No.officer, employee, archi~ect, a~7~ney,
eng1neer or 1nspector of or for the~CITY wno ~~
authorized in such capacity and On behalf of~~.ITY
to exercise any executive, supervisory or oth~lnilar
functions in connection with the performance Sf th's '
contract shall become directly or indirectly interested
personally in this oontract oJ;:;..,;;,ny part thereof. ." .(~' .~, .:;: ~-,-~ '~~'" ¥ , r "A '
VERSAL AGREEMENT OR CONVER9~~:t;)N b-,~;Q#!
No verbal agreement or conversation with any Offi~~~~
agent or employee of the CITY, either befate, d\lj'\il19ttor
after the execution of this contract, shall affe~~q»
modify any of the terms or obligations herein '_"~.~ contained, nor such verbal agreement or convers~t:· '~~
entitle the CONSULTANT to any additional payment', .. '
whatsoever under the terms of this contract. . '~
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(17) HOLD HARMLESS AGREEMENT
(a) The CITY, its agents, officers, and employee~ shall
not be liable for any claims, liabilities; penalties,
fines, or any damage to goods, properties, or effects
of any person whatever, nor for personal injuries
or death caused by, or resulting from, or claimed
and proven to have been caused by, or resulting
from, any negligent act or omission of CONSULTANT
or CONSULTANT's agents, employees ,. or representatives.
CONSULTANT agrees to defend, indemnify, and save
free and harmless the CITY and its authorized agents,
officers, and employees against any of the foregoing
liabilities or claims and any cost and expense
that is incurred by the CITY on account of any of
the foregoing liabilities, including liabilities
or claims by reason of negligent defects in any
plans and specifications, unless the liability Or
claim is due, or arises out of, solely the CITY's
negliqence. CONSULTANT's liability to the CITY
for any cause or combination of causes is, in the
aggregate, limited to an amount no greater than
the fee earned under this agreement.
(b) The foregoing notwithstanding, CITY shall
indemnify and hold the CONSULTANT harmless for any
causes under this agreement in any way associated
wi th the presence o'r release of hazardous and
toxic materials in the environment.
The CONSULTANT is being engaged to provide
professional services at a site that may involve
the presence of hazardous wastes or toxic
materials the CONSULTANT had no role in
generating, storing, o~ di~persinq.
Restrictions or exclusions in the availability of
professional liability and other inSurance for the
CONSULTANT's services either at present or as
reasonably contemplated in the future make it
difficult or impossible for the CONSULTANT or the
engineering profession as a whole to apportion
risk on t.his or other similar work by adjustment
of fees.
The CONSULTANTt s services shall be governed by the
negligence sta.ndard for professional services,
measured as of the time those services are
rendered.
~:;'; ;-The CITY ag'J;'r;,es to defend, indemnify and hold the
CONSULTAN~ harmless from any claim, liability, or
defense cost for injuries or losses sustained or
alleged by any person or entity, whether a party
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to this agreement or not, and allegedly arising
out of or related to any hazardous or tQxic
material chemical or condition.
As used in this subsection" "CONSULTANT" includes
the CONSULTANT, any affiliated corporations and
individuals, or any of its or their officers,
directors, employees, or agents.
The proviSions of this subsection shall survive
termination of this agreement for any cause.
24069;l=* 9
The provisions of this subsection take precedence
over any conflicting provision of this agreement
or any document incorporated into it or referenced
by it.
The foregOing indemnification does not apply to
gross negligence or willful acts of the
CONSULTANT.
(18) SUSPENSION OR ~ERMINA~ION OF SERVICES FORCONVENIgNCE
This agreement may be terminated by either party upon
tendering 30 days written notice to the other party.
In the event of such suspension or ter.mina~ion, upon
request of the CITY, the CONSULTANT shall assemble
the work product and put same in orqer for proper
filing and closing and deliver said product if
requested by the CITY. In the event of termination,
the CONSULTANT shall be paid as specified in
Section (6) for work performed to the termination date:
however, the total shall not exceed the guaranteed
total maximum. The CITY shall make the final
determination as to the portions of the tasks completed
and the compensation to be made.
(19) TERMINATION OF AGREEMEN~ FOR FA1LURE TO PERFOaM
In the event of either party's failure to prosecute,
deliver, or perform as provided for in this agreement,
the offended party may terminate this contract for non-
performance by notifying the other party by certified
mail of the termination of the contract. The
CONSULTANT, thereupon, has 5 working days following a
request by the CITY to deliver documents owned by the
CITY and all work in progress to the CI~Y. The CITY
shall make a reasonable determination of fact based
upon the doouments delivered to CITY of the percentage
of work which the CONSULTANT completed under the terms
o;~ ;·¢:be agreeme~t. .~:" Based upon that finding as reported
to the City Council, the; Council shall determine the
tinal payment or the contract.
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(20) EXPIRATION OF ~GREEMENT
This agreement expires upon completion of the services
outlined in work Scope or on December 24, 1987,
whichever occurs first.
(21) STATUS OF THE CONSULTANT is • -
The CONSULTANT shall perform the services provided for
herein in CONSULTANT'S own way as an independent con-
tractor and in pursuit of CONSUL'l"ANT"s independent
calling, and not as an employee of the CIT~.
CONSULTANT shall be under con~rol of the CITY only as
to the result to be accomplished and the key personnel
assigned to the project, but shall consult with the
ClTY as necessary.
(22) CONFORMITY TO LEGAL REQUIREMENTS
The CONSULTANT shall cause all drawings and specifica-
tions to conform to all applicable requirements of law
current at the time of execution ot this aqreement:
federal, state, and local. CONSULTANT shall provide
any neoessary supporting documents specified in ~he
Work Scope, to be filed wi~h any agencies whose
approval is necessary.
The CITY will provide copies of the approved plans to
any other agencies.
(23) DISPUTES
24069;l=f10
If a dispute should arise regarding the performance of
work or compliance with this agreement, the following
procedure shall be used to resolve any question of fact
or interpretation not other~ise settled by agreement
between the parties. Such questions, if they become
identified as a part of a dispute among persons operat-
ing under the provisions of this contract, shall be
reduced to writing by the principal of the CONSULTANT
or the Community Development Director. A copy of such
dooumented dispute shall be forwarded to the other par~y
along with recommended wethods of resolution which would
be of benefit to both parties. The party receiving the
letter shall reply to the letter along with a ,recom-
mended method of resolution within 10 days. If the
resolution thus obtained is unsatisfactory to the
aggrieved party, a letter outlining the dispute shall
be forwarded to the City Council for their resolution
through the Office of the City Manag$r. The City Council
may then opt to consider the directed solution to the
problem. In such cases, the action of the City Council
sha,l~ be binding u,pon the parties involved, although
nothihg in this -t;:irocedure shall prohibit the parties
seeking remedies available to them at law.
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IN WITNESS WHEREOF, the parties hereto have executed this
agreement on the day and year first above written.
ATTEST:
ALETHA RAUTENKRANZ, City Clerk
APPROVED AS TO FORM:
vIce Biondo, Jr.
Assistant City ~ttorney
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", .~ t
CITY OF CARLSBAD, a Municipal
Corporation of the State of
California
BY: __ ==~=-~~~~~ ______ ~ FRANK ALESlIIRE
City Manager
CH2M HILL CALIFORNIA, INC.
By: ____ ~--~~~----__ ~ __ ___
CONSULTANT
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24069; 1=111
City of Ca.rlsbad , " ,_i!jdtnmr~ij·:;ri·jt4at ... :
March 20, 1989
Port of Los Angeles
~tt~ntion: Ms. Lisa Sale~
425 S. Pa.los Verdes, street
P.o. Box 151
San Pedro, CA 90733-01,51
RE: BATIQUITOS LAGOON -ENHANCEMENT PROJECT
Dear Ms. Sales:
bn March 7, 19,89, the Garlsbad, City' Co-uncil
No. 89-62 approving a consul t'ant a,greem~nt ~ngineer{ng -'Associates,' Incorporat~d,
enginee1;"ing work required for the Bat,iquitos;
'Project.
adopted Resol ut ion
wi th R.:j.ght .... of, ... Way
for' right~Qt-way
Lagoon Enhahcement
Enclosed for your fi:!..es are executed copieE? of the adopt'ed
Resolution and the city/consul~ant agreement. Mr. Cecil Ryals of
the consultant firm has already begun work and wil:!.. be presenting'
a status report to the city on or about April, I, 1989.,
If
at
JOH J. CA.HILL
questions related to thi~ matter" please call me
MUNICIPAL PROJECTS MANGER'
JJC:tlg
c: ...-Gary Wayne, Principal Plannel;:"'
Vincent F. Biondo, Jr., city Attorney
communi ty Development Direct,or
city Engineer
2075 Las Palmas Drive-Carlsbad, Califo:rnia B2009-4~5'g'-'(619)'438-1161
~ .
AGREEMENT FOR RIGHT-OF-WAY SERVICES FOR
THE BATIQUIToS LAGOON ENilANCEMENT PROJECT
THIS AGREEMENT, made andent~red into a~ of the 29th day of
November, 1988, by and be~ween the CI~Y OF CARLSBAD, a munic~pal
corporation, hereinafter referred to as "City,,, . and RIGHT-OF~WAY
ENGINEERING SERVICES, INCORPORA·TED, hereinafter re,ferred to as'
"Consultant."
~CITALS
WHEREAS, the City requires the ,services of a right-of-way
engineering, land-surveying, and photogrammetric consultant ,to
provide the necessary services for preparation of right-of-way
engineering work for the Batiqui ~os Lagoon Enhancement Pr<;>j ect;
and
WHEREAS, proposals have been received' by the City for said
right-of-way engineering services; and
WHEREAS, Consult'ant ~ossesses the necessary skills,
abilities, experience," financial resources', and' qualificatiol'l:s to
provide the services required by the city; and "
. WHEREAS, the City of Los Ang,eles ~ acting through its Board . .
of Harbor Commissioners, has previously entered into a
reimbursement agreement wi th the ·ci.ty of Ca:risbad for the
preparation of necessary right~of-way engi~eering work r~quired
for the Batiquitos Lagoon.Enhancement Project.
NOW, THEREFORE, in consideration, of these recitals and the
mutual covenants contained he~ein, City an~ consultant agree a$
follows:
1. CONSULTANT'S OBLIGATIONS
A. Provide two (2) copies of a two (2) sheet color'aeri.al
photograph exhibit of the entire BatiqUitos Lagoon
within the City of Carlsbad extending, from the Pacific
.2
Ocean on the west to 500 feet east of ~l Camino Real.
Photo coverage is to include·futu're and" existing
sediment control basins' as gene~a'lly depicted in the
Batiquitos Lagoon, Enhancement Pl~n p~epared'by the
California Coastal Cons;ervancy~ with the exception of
that basin located in the Green, Valley area southwest
of the int'ersection Qf EI camino Real and La' Costa
Avenue. Copies of the Enhancement Plan are .on file .and
available with the City~ Tbe colored ae~ial 'exhibits
shall be u,sed 'for bothpuhlic pre$en,tations and court
exhibi ts and shall be of superior' quality with,' high
,color r,esolution 'and detail. 'the scale of the
photographs shall be approxima,tel,y 1"=40Q,f$et.
B. Provide an exqibi t overlay ove,r the photographs showing
property lines of all surrounding properties" easements
and licenses which ~ncroach within the wetland area of
the Batiqui tos Lagoon and above all, sediment basins •
Exhibit overlay· shall be of superior CVlality with
sufficient detail to clearly discern the nature, ,ext~nt
and location of all prope+ty ownerships, easements, and
licenses withi,n the subject 'ar~a. '
C. Provide a base map' for the, proj ect incorporating" all
areas as generally described in th'~s prcij,ect including
the plotting of the 'wetland boundary, as,' generally
described by the state ,of California, Depa;rtment of
Fish, and Game, and the United stat~s\, Army Corps of
Engineers, for-the BatiqltitosLagoon and/or that
wetland 'bounda'ry as determine~ by the City of'
Carlsbad's environmental consul tartt, ,CH2M Hill,
Incorporated or others as may be provided or designated
by City, and tied 'out by field surVey. The bas~ map
for this project shall be :at 'a scale of 1"=100 fe,et and
a contour interval, 'of two ,,(2) feet. 'City shall be
provided with one (1) $et 0+ original' myl~rs tor its
reproduction. , This task shall include the review of
all documents, maps, exhibits, and any :other 1llaterials
appropriate and required for completion.
D. Provide any and all field survey services as may be
requi"red to locate property lines surrounding the area
within and above Batiquitos Lagoon; Tb,is work shal,l
include" but not 'be limited to" research of maps,
property ownerships, licenses and easements, aerial
photo control, property line traverse and a tie out of
any and all existing' controlling property corners on
the Cal,ifornia Coordinate System,. Perform any other
, field. 9r office right":'of:"way engineer'ing services' that
may be required to ioc~te all proper~y lirte$ and
easement$ and other legal i,nte'rests,lncluqing' locat,io~
of 'wetlands boundary as det'ermlned by City 'of
Carlsbad's environmental consultant or other$ as may be
designated by City.
•
E. Provide p'relimihary title reports of all p~operty
,surrounding the Batiquitos 'Lagoon including all
sediment control basins. Ownerships and nature of
interests ·of existing eas'emen'ts and licen~es into the
Batiqui tos Lagoon area, beach, . and s'ediment control
basins are also to be. provided. Ownerships of all
properties,. easements and I icenses are to include. all
property along the beach. extending froin approximat,eiy
1,500 feet south and 1,000 feet nort~ 9f the mouth of
.Batiqu;i.tos Lagoon. Research .of all ownerships and
nature of all interests 'will also be conducted for a
stretch of approximately .., ,300 . feet of' beach frontage.
east of Palomar Airport Road as generally depic;:ted in
Figure 7-7 through 7-9 Volume 1, Draft preliminary
Design. Batiguitos ·Lagoon .. Enhancement Project; CH2M
Hill. Incorporat'ed,,' on file. with the City.' All
interests identified are to. be pl.ot:ted and labeled on
the maps identifieaabove. 'Consultants' shall provide
a detailed and current property ownership listing to
the City of all ownerships, easements. and l.icenses ~
F. Consultant shall be available. and' attend three (3)
formal project presentations, if reqUired by the city.
Said' three (3) Ptesentations shall be .specifically
limited to those occutring. within the county o~ San
Diego. .Proj ect or researc;::h meetings with city staff,
Ba t i qui tos Lagoon Enpanc:;:ementproj ect cons.ui tants,
state, 'Federal, local agency representatives and
others as may be required' to ,perform the ,t'asks
identified· in this project ~re to be incl.-uded within
the ~cope and fees for this. pt',o·)edt.
G. Consultant .shall provide all slipervision, coordination
and office calculations required to accomplish this
project.
PROJECT SCOPE ALTERNATE NUMBER 1
At the s'ole election of City, and to be communicated in
writing by City to Cc;>nsl.lltant at any time· 'during the
course o'f this proj ect,' C'onsul tant shall provide
photogrammetrical ~apping of the' ~rtt~re subject area as
defined above in a scale of '1"=10.0 feet with a two (2)
foot contour interval. Mapping $hall be in. a digital
data, autocad format with computer generated mylar map.
2. CITY'S OBLIGATIONS
The City shall provide Consultant with the following'
documents and information in the. pliblic domain· to assist
Consultant in this project:
'4
A. R~cord ··of survey map o·f Hunt/Hillm~n Properties.,
Incorpo.rated holdings as prepared by VTN Engineering,
Incorporated of allH~nt/Hillman: Properties holdings in .
and around Batiquitos Lagoon.
B. Wetland boundary map plott~d by .VTN Engineering,
Incorporated for area east of Interstate 5.
C. ~artial w~~land boundary map plotted by O'Day
'E;ngineering . Consultants, Incorporated for portions of
Batiquitos ~goon.
D. 'Bati'gyitos Lagoon. Enhancement . Project. preliminary
Engineering R'eport, prepared ·by CH2M Hill,' Incorporated
for the City of Carlsbad.
E. City of Carlsbad aer,tal mapping (Deceml:>er, 1988) at a·
scale of 1"=100 feet· with two ,(2) foot contours
prepared by Fraser Engineering, Incorporated for the
City of Carlsbad.
F. Wetlands determination map· prepared' "by City of
Carlsbad's environmenta~ consUlt~pts, CH2M' Hill,
Incorporated, or otber wetlan~s '~apping as may be
availa~le to City of Carlsbad ..
3. PROGRESS AND COMPLETION
The work under this contract will begi~ ilI)ll1ediately after
receipt of notification to proceed_by 'the Cit~ and be complete4
within ten (10) weeks of that date. Extensions of' "~ime·. maybe
granted if requested by the Consultant and agfe~d to in w-ri ting
by the City. In consideration of such.··· requests ~ the tj;ty will
give allowance for documented and subst'antiated unf'ore~eeable and
unavoidable delays not caused by a lack of foresight on the part
.. 5
of the Consultant, or delays caused. by . City inaction or other
agencies' lack of timely action. In the event. City elects to
award PROJECT SCOPE ALTE·RNATE NUMBER. 1 to Consultant as
identified in Section 1 of this' Agreement, Consultant shall be
granted an additional four (4)· weeks. of time to complete this
additional element of project s¢ope.
4. FEES TO BE PAID TO CONSULTANT
The lump sum fee payable according. to parac;rraph5, "Payment
of Fees," shall be a combination of lliinp sum and hourly rates not
to exceed a project total of $49,690 •. No other compensation for
services will be allowed except those items covered by
supplemental agreements per Piiragraph 7, "Changes in Work." The
agreed upon scope of work costs are ~temized as follows as
described in section 1 of this Agreement:
SCOPE OF WORK SECTION
A: Color Aerial Exhibits
B: Exhibit overlay
C: Base Map
D: Field Survey Services
E: Pre~iminary Title Reports
F: Project Presentations
G: Project Coordination
TOTAL PROJECT COST
HOURS
LUMP SUM
LUMP S'UM
180
80
LUMP SUM
12
60 .
NOT 'l'0 EXCEED . .
COS,T
$ 1,000
$ 1,500
$ 9,000
$ 8,.800
$25,070
'$ 720 . $ 3,600
$49,690
As identified in section 1 of this Agreement, City retains
the right, at its sole election, to award PROJECT SCOPE ALTERNATE
NUMBER 1 to the Consultant at any time dqring tpe course of this
• ., <
project. Said award shall be communicated in wr;itinq from City
to Consultant. The agreed upon lump' sum cost for PROJECT SCOPE
6
ALTERNATE NUMBER 1 shall be $17,250. No other compensation 'f'or
services for PROJECT SCOPE ALTERNATE, NUMBER '1' will be allowed
except those items covered by supplemental, ~9reements per
Paragraph 7, "Changes in Work."
5. PAYMENT OF FEES
Payment of fees shall be on a monthly basis uf>on receipt and,
approval by City of detailed' invoices prepar'ed' ,and submitted by
Consultant.
6. FINAL SUBMISSIONS
wi thin seven (7) days o,.f completion and', approval off the
final work products described in Section 1 of ,this Agreement, the
Consultant shall, deliver to the City-the following items:
A. Two (2) copies of the two (2) sheet color aerial
exhibit with overlays.
B. Project base map in original mylar form, inclUding
copies of all field survey notes.
C. Copies of all preliminarytitlere~oi;ts, grant deeds',
easements, licenSeS, ,and ,anY-other docUments utilized
in the preparation of this project by Consul'tant,."
D. One (1) copy-of, a complete and, detailedproP.arty
ownership list of all properties, easements and
licenses in the project study area.
-E. One (1), copy in 9riginal mylar' form of the
photogra'tnmetrical map ,described ,as PROJECT· SCOPE'
ALTERNATE,' NUMBER 1 if so awarded to Consultant. by city.
7. CHANGES IN WORK
" If, in the course of 'this contr,act, changes s~em merited by
the Consultant or the city, and informal consultations with the
7
other party indicate that a change in the conditions of t~e
contract is' warranted,' the Consul tapt or the City may request a
qhange in contract. Such changes shall be processed by the city
in the followinq manner: A letter outlining tha _ required
changes shall be forwarde~ to 1;:h~City 'by Con~ultant to inform
them of the proposed changes along with: a statement of estilIJated'
changes in charges or time schedule. After" "reaching' mutual
agreement on the proposal, a supplemental a<;J,reemetlt shall 'be
prepared by the ci ty and approved by the c.i ty Council. S~ch
supplemental agreement shall riot render inef~ective"or·invalidate.
unaffected portions of the agreement. Chang~s t~quil;ing
immediate action by the C~msul.tant or Gi 1:Y shall be. ordered i:)y
the City Manager' or his designated. representative wQ,o will
inform a principal of the Consultantis firm of the necessity of
such action and follow up with a supplemental agreem4;!rit -covering
such work.
8. COVENANTS AGAI:tfST CONTINGENT FEES'
The Consultant warrants, that ~heir ff.rmhas not emploY4;!d or
retained any company or. person, other. than a bO.na fide employee
working .for the Consultant, to solicit or .secure this agreement,
and that Consultant has not-paid or agreed to pay any' company or
person, other than a bona fide employee, any fee., .. commission,
percentage, brokerage fee, gift, or any other consideration
contingent upon, or resulting from, the awarc;i or malting C?f this
agreement. For breach or violat·ic;m. of .. this warranty, the city
shall have the right to annul this agreemel}t· wlthoU·t liability,
or, in its discretion, to deduct from the agreement price or.
consideration, or otherwise recover, the full a~ount of such fee,
, . 8
commission, percentage, brokerage fee,gift, or contingent f~e.
9. NONDISCRIMINATION CLAUSE
The Consultant shall comply wi 1:h the State and Federal
Ordinances regardin9 nondiscrimination.
10. TERMINATION OF CONTRACT
In t'he event of' the Consultant's f,a!lu±-e t;o prosecut-~.,
deliver, or perform the work as pz:oyided for in this, Contract;,
the City may tepnina1;:e this' Contract for nonper'formance by
notifying the Consultant by certified mail of the te;rmination of
" .
the qontract. The . Cons,!l tant, there~pOi1, h~s f1 ve ( 5 ) workirjg,
days to deliver said documents ,owned by the City anc;l all work in
progress, to the City Manager~' The City Manager shall make a
determination qf faqt base~, upon the' documen~s r' del i veredto city
of the percentage of work which the Consultan,t has performed
.' . .
which is usable and of worth' to the, ,City in having the Contract;
completed. Based upon tl1at finding' as reported to the city
Council ,the, Council shall determine the f:i,nalpayinent of tne
Contract.
11. DISPUTES
If a dispute should arise reg~rding the performance of work
under this agreement, the following procedure sh~ll be' used to
resolve any question of tact or interpretation not otherwise
settled by agreement ,between p~rties. Such.' questions!, if, they
become identified as a part of ,a dispu~eamortg pe~sons operating
under the provisions ,of this Contract,shall be reduced to
'writing by the p~incipal of th~ Cohsultant or the CityM~nager.
A copy of such documented dispute shall be 'forwarded to both
parties involved along with recommended methods of resolutic;m
9
which would be of benefit. to both parties. The City Manager or
principal receiving the letter shall reply to the, letter along
with a. r~commended metho4 of resolution. within ten ,(10) days. If
the resolution thus obtained is unsati,sfactory to 'the aggrieved
party, a letter outlining. the disPl.?-te shall be forwarded to 'the.
City Council for their resolution through the Office c.f the City
Manager. The City Council may then opt to consid~r the directed
solution to th~ problem. In sl.,lch ca$es, the action of the City
Council shall be binding uponthepartie~ involved, althou9h
nothing in this procedure shall' prohibit the parties ~eeking
remedies available to them at· law.
12 •. RESPONSIBILITY OF THE CONSULTANT
The Consultant is h~red to render prQfession~l services of
right-of-way engineering .and land surveying and any paymepts made
to Consultant are COnipens~tion $ol~Hy for sucll. services.
Consultant shall certify as to the correctness of all documents
and sign all plans, map!?, .engineering drawings, or details
prepared by Consultant or Consultant'~ !?ubcontrac~ors or agents
as a result of this project f·urnished with Registered civil
Engineer's or Land surveyor's. number.'
13. SUSPENSION OR TERMINATION OF SERV~CES
This agreement may be terminated by either party upon
tendering thirty PO) days' written notice to the other pa'rty.
In the event of such suspension 0l:"termination, upon. tequest of
the City, the Consultant shall assemble the wor~ product and pu~
same in order for proper filing and closing ~nd deliver .!?aid
product to City. In the event of termination, the Consul ta-nt . .
shall be paid for work perform~d to the termination date;
1_0
however, the total shall nO.t exceed the guara,nteed total maximum.
The City shal,l make the final determina-tic;)11 as _ to the portions of
tasks completed and the compensation, to-be made •. C9mpensation to
be made in compliance with the Code, of Federal Regulations.
14. STATUS OF THE ·CONSULTANT.
The Consultant shall 'perfo%1n the services provided for
herein in Consultant's own way as an' independent Contractor and
in pursuit of Consultant~s independent calling, and not as an
employee of the City. Consultant shall be under control of the
City only as to the result to be accomplished and the personnel
assigned to the project, but shall consult with the City as
provided for in the request for proposal.
The Consultant is an independent contractor of the C~ ty .'
The payment made to the Consultant .pursua·nt to this contract
shall be the full and complete compensation to which the
Consul tant is entitled. The City shall not make any Fe.deral or
state tax w:ithholdings on· beh~lf of the Consultant. -The City
shall not be required to pay 'any workers' compensation insurance
on behalf .of the Consulta·nt·. The Consultant agrees to indemnify
the City for any. tax, retirement contri~ution, social ~ecurity,
overtime payment, or workers' compensation pa·:yment which the City
may be required to make on behal.f .o,f the Consultant or .any
employee of the Consultant f9r work done under this agreement.
15 •. CONFORMITY TO LEGAL REQUIREMENTS
The Consultant shall cause all plans, drawings, and other
documents or maps to con'form to all applicable requi~ements of
law: .Federal, State and local. Consultant shall provide all
necessary supporting documents, to be' f;il:ed with any agencies
11
whose approval is necessary.
16. OWNERSHIP OF DOCUMENTS
All plans, studies, sketches, drawings, reports, and any and
all work product produced or secured to accomplish this proj ect
as herein required are the property of the' City, whether the work"
for which they are made to be execlJ.ted or not. In the event
this contract is ter~inat.d, all documents, pl,ans,
specifications, drawings, reports, anq studies shall be delivered
forthwith to the City. 'Consultant shall haye, the' right to make
one (1) copy of all document~ for his/her recor-ds. '
17. HOLD HARMLESS AGREEMENT
The Consultant' retained pursuant to this Agreement shall at
all times relieve, indemnify, protect and save harmless the
cities of Los Angeles, including its Harbor Dep~rtment,
hereinafter ,referred to as PORT, and Carlsbad, her:einafter
referred to as CITY, and any and all ofthe'ir, 'boards, ofticers,
agents, consultants and empl,oyees from any and all claims and·
-, demands, actions, proceedings, losses, li~ns; costs and judgments
of any kind an nature whatsoever, including expenses ~ncurred in
defending against legal actions, for death ,of or injury to
persons or damage to property including property owned by or
under the care and custody of PORT and CITY and for civil fines
-and penal ties, to the extent that they' may arise from or be
caused directly or indirectly'by:
A. Any dangerous, hazardous, unsafe ordeiective condition
of, in or in the premises which are the subject of this
Agreement of any nature ,whatsoever, to the extent ,that
its exists by reason of a,ny negligent ~Ct, omission,
12
neglect, or any pegligent ~se or occupation bt -tfie
premises by Consul t<i:nt, . its dffic.ers, agerit~',
\
employees, subcon'tractors Or' subcqrtsul tartts -·or
consultant.
B. Any operation-conducted upon or any 'tiseo~. negligent
occupation 'of the premises by consultant~ its o~ficers,
agents, employees, subcontractor oz: subconsultants
under or pursuant to the provision' of this contract or
otherwise.
C. Any negligent act, omission 0 r n~gligence of
Consultant, '-its officers, employees,
subcontractors or s~bconsultants.
D. Any failure of Consultant, its officers, agents or
E.
employees to comply with any of the terms or
conditions of this contract: or ~ny applicaple federal',-
state, regional, or. municipal law, ordinance, rule or.
regulation.
The' conditions., negligent operations, u'ses,
occu~ations, acts,' om·j,.ssions or. 'negligertce, existing or'
conducted upon or ar~sing from the. use or occupation
by consultan~ On any other, premises withj;n the City ,of
Carlsbad related to this Agreement.
'. The Consultant also agrees to ipdemnify -PORT and ·CITY and
pay for all damage or loss sl,tffered by PO~T and. CITY inoluding'
but not limited to damage to or loss of PORT and/or CITY property
to the extent caused by or arising out of the condi tiQns,
operations, uses, occupations, acts, omissi.ons or pegligence of
the Consultant within the meaning of s\lb~ections A through -E of
..
this Section.
The Consultant agrees tha·t it will mai:ntail') the insurance
. .
specified in the contract. All such insuranc~ shall be written
at such limits and with such companies as a~e acceptable to PORT
and CITY anc~ the Consultant shall provide PO.RT and CITY with
proof of said insurance as specified below.
18. ASSIGNMENT OF CONTRACT
The Consultant shall not assign this contract or. any part
thereof or any monies due therel,lnder without the prior written
consent of the City.
19. SUBCONTRACTING
If the Consultant shall subcontract any of the work to be
performed under this Contract by the' Consultant, Consultant shall
be fully responsible to the c~ty for the·acts and 'omissions of
Consultant "s subcontractor and of the persons either directly or
indirectly employ~d by t~e Subcontractor, as 'Consul tant is fo'r
the acts and omissions. of persons. directly employed by
Consultant. Nothing contained in this Contract shall create any
contractual relationship between any subcontractor of CO'nstil tant
and the City. The Consultant shall bind every subcontractor an(i
every subc'ontractor of a subcontractor by the terms . of this
Contract applicable to Consultant's wo~k. unless' specifically
noted to the contrary in the'sqbcontract .in question approved in
writing by the City.
20. PROHIBITED INTEREST
'No official of the City who is. authorizecl in such capacity
on behalf of the City to negot.iate, make, accept, ·or approve, or
take part in negotiating, making; accepting, or 'approvin9' of any
14
architecturali engineering, 'inspection, construction or material
supply contractor, or any subc<;mtractor in' connection with the
construction of the proj ect, shall become directly or': indirectly
interested personaily in this Contr~ct ,or' irt any. par~ thereof.
No officer, employee" arChitect.,' attorn~Yi' engineer, '.or inspec'tor
of or for the Ci1;.y who if? authorize~ in, stlch" capCicit¥ and on
behalf of the City to exercise. any ex~c::::ut'ive, supervisory, or
,other similar functions in connect'ion 'wj,th the ,performance of
this Contract shall become directly' or indir~ctly interested
personally in this .Contract or arty part thereof.
21. VERBALLY AGREEMENT OR: CONVERSATION
No verbal agre~ment or qonversatfon with a'hy officer" agent,
or employee of the City, ei,ther before, dli,ring, or after,. the
execution of this contract", shall afiect 'or modify any ,of the
terms or obligations herein contained, nor such verbal ag+eement,
or conversation entitles the Consul tan,t to any additional payment '
whatsoever under the terms of this Contra:ct.
22. SUCCESSORS OR ASSI'GNS
Subject to the provif?ionsQf Paragraph, 17, "acId Harmless'
Agreement," all terms, conditions,an~ provisions hereof shal~
insure to and shall bind each of the 'parties hereto, and each of
'their :r7espective heirs, executors, 'administra1;:brs, ,succe,ssors,
and assigns.
23. EFFECTIVE DATE
This agreement shall b~, effective on and f~om the day and
year first above written.
24. CONFLICT OF INTEREST
The Consultant shall file a Conflict ,o'f Interest Statement
15 ,
,wi th the City Cierk o,f the city of Carlsbad' in accordance with
the requirements of the City' of Carlsbad ·Conf·lict of J;nterest
Code.
25. COMPLIANCE WITH IMMIGRATION ACT
Consultant shall be aware ,of the requirements of the
Immigration Reform and Control Act of 1986 (8 USC section 1101
thr.ough 1525) and shall comply with, those requirements,
including, but not limited to, verifying the eligibility for
employment. of all agents, employees,' subcontractors, and
consultants that are included in this Agreement.
26. INSURANCE
The Consultant shall obta';ll ,and maintain a policy of general
liability ,and business insurance from an im;;urance company
authorized to be in business in the state of Californi~,., in 'an
insurable amount of not less than five' hundred thousand dollars , ' .
($ 500,000). This insurance ·shall. bein'forc;::e during the life of
this agreement and shall .not be cancelled withollt ten (1'0)' days
prior notice to the city.
The PORT and CITY shall be. named as an additionally insured
on this pol icy. The Consultant shall furnish a certifi,cate of
said insu·rance to the PORT and CITY qpon' request.
27 . WORKERS,' COMPENSATION
The Consultant .shall be requipad to secure the payment· of
compensation to its employees injured while' performing w<;>rk or
labor necessary for' and incidental to performance' Under. this
agreement in accordance with the provisions of section 3700 of
the Labor Code of the state of California. The Consul.tantshall
be required' to file with the PORT a,nd CITY if SO required one of
16
the following: (1) a certificate of con'sent to self-insure
issued, by the Director ,of Industrial ~elations, state ,of
California, (2) a certificat.e ofW6r,kers' Compensation insurance
issued by an admitted 'insurer, or (3) an exact copy or duplicate
thereof of the policy certifie~ by, the Director or the ins~rer.
28. RELEASE OF INFORMATION BY CONSULTANT
Any reports', information, ownership d:ata, or other mate~ials
or data prepared or qssembled by the Cc;msul ta:ht unc;ler this
Agreement shall not be made' available t'o any individual, group,
organization, or governmental body py the Consultant at any time
without the prior written approval of the city.
IN WITNESS WHEREOF, we have hereunto set our ,hands and seals.
RIGHT-OF-WAY ENGINEERING
SERVICES, INCORPORATED ~.: .. ~+ .. y"v"
PReSIDENT '
Title
, ATTESTED:
r •
1
~
2
:3
4
5
RESOLU'l1.ION NO.' 89-{)2
A RESOLUTION, OF THE ,CITY COUNCIL OF ~HECITY
OF CARLSBAD,. CALI'FORNIA, APPROVING A CONSULTANT
AGREEMENT FOR RIGHT-OF-WAY ENGINEERING SERVICES
REQUIRED FOR THE BATIQUITOS ,LAGOON,ENHANCEMENT P~OJEtT
6 WHEREAS, the City of :Los Angeles, acting by an through
7 its Board of Harbor Commissioners, and the City of Carlsbad are
8 currently pursuing a proposed' ,project identified as the
9 Batiquitos Lagoon En~ancemeht Project; and
10 WHEREAS, the City of Los Ang~les and City of Carlsbad ar~,
11 parties to, a master Memorandum of Agreement (MOA) ,identifying
12 agency responsibilities to accomplish said project; and
1:3 'WHEREAS, said MOA, requires the City ofCa.:tlsbad to
14 identify and acquire certain rights-of-way required fO.:t said
15 project; and
16 WHEREAS, the, City of Carlsbad had, prepared a scope ,of
17 work and received proposals; and.
18 WHEREAS, the firm of Right,-of'-Way Eng.ineering Associates i
. -' . .
19 Incorporated has been identified' as the' firm most qualified to
20 perform said work, repul ting ,in a consultant q.greemerit between
21 the City of Carlsbad and said 'firm; and
22 WHEREAS" the city of Los Angeles, through its Board of
23 Harbor commissioners, has approveds,aid consultant· agreement;
24 and
25 . WHEREAS , the 'City oiLos Angeles and City of Carlsbad
26 have previously entered iQto an agreement for the reimbursement
27 to the City of Carlsbad of all costs associated with sa,id 'Work.
28 III
rJ. j
\ ;
~
2
3
NOW, THEREFORE, BE IT RESOLVED a,s f'ollows.:
1.
2.
That the above recitations ,are true arid cOJ;."rect.
That the attached consul ta,nt. agreement wi th Right:~
4 of-Way Eng,ineering Associates ~ Incorporated is:hereby approved
5 and the Mayor and City Clerk are authorized arid d,irected to
6 execute said agreement.
7 3. That' following the M~yor's signature of said
8 . agreement, the city Clerk 'is further auth,Orized and c;iirected to
9 forward copies of said executed a9reement to the city, of Los
10 Angeles, c/o Board of HaJ;."bor Commissioners.' Attention: Lillian
, " 11 Kawasaki, 425 S. Palos Verdes street, P.O. Bc;>x 151, San Pedro,
12 CA 90733 ,and Right-of-Way Enciineering Associates, Incorpor:ated,
13 Attention: Mr. Cecil Ryals, 210'3 El CaIilino Re?ll;, Suite 103-A, .
14 oceanside,' CA 92054, and the city Pl,anning and Municipal
15 projects Departments.
16
17 PASSED, APPROVED AND A.DOPTED, at, a regular meeting of tn-e
18 'Carlsbad City council hel~ bn the 7th day o,f ,,--.,;.;;;,M=a=r;..:;c;.:;.;h;....' _____ _
19 1989, by the following vote, to wit:
20
21
22
23
24
25
26
27
28
AYES: Council Membe·rs Lewis, ·i<ulchin,· Pet.tine; Mamaux and Larson
NOES: None
ABSENT: None
ATTEST:
~'/erMJ~ .
ALETHA L. RAUTENKRANZ, City C]erk
(SEAL)
of
AGREEMENT FOR THE PREPARATION OF THE
PRELIMINARY ENGINEERING DESIGN AND
RELATED TECHNICAL STUDIES FOR THE
BATIQUITOS LAGOON ENHANCEMENT PLAN.
THIS AGREEMENT, made and entered into as of the day ----
_____________ , 19 __ , by and between the CITY OF CARLSBAD, a
municipal corporation, hereinafter referr~d to as "City," and
CH2M HILL, hereinafter referred to as "Consul t·ant."
RECITALS
City re~uires the services of CH2M ~ILL to provide the
necessary environmental/engineering services for preparation of
the preliminary plans and specifications for the Batiquitos
Lagoon Enhancement Plan; and
Consultant possesses the necessary skills and qualifications
to provide the services required by City;
NOW, THEREFORE, in consideration of these recitals and the
mutual covenants contained herein, City and a Consultant agree as
follows:
1. CONSULTANT'S OBLIGATIONS
The Consultant shall:.
A. Conduct the necessary task~ required to prep'are the
preliminary engineering for the Batiquitos Lagoon
Enhan.cement Plan. Said tasks are identified in the
scope of work dated February 22, 1987, a copy of which
is attached and incorporated by ~eference herein.
B. Attend such meetings of public and private groups as may
be required in conjunction with the preparation and
approval of the preliminary engineering design.
C. Provide all personal tran~portation during the cour~e of
this agreement.
D. Hold harmless all land owners granting permission for
the consultant to enter and conduct the required studies
as identified in the "Scope of Work." In addition, the
Consultant and/or Consultant's subcontractors shall
comply with all requirements imposed by land owners in
securing permission to enter the lagoon property.
E. Perform all functions, responsibilities and requirements
to accomplish the preparation of the preliminary
engineering design for the Batiquitos Lagoon Enhancement
Plan as specified in the "Scope of Work" herein above
referred.
2. CITY OBLIGATIONS
Under the general direction of the Planning Depattment and
subject to the provisions of this agreement, the City shall:
A. Make available to the Con'sul tant all records, reports
and other documents deemed necessary to properly perform.
the services required by the City.
B. Obtain all required permits to allow the Consultant to
perform the tasks identified in the PScope of Work."
C. Obtain permission from property owners to allow the
Consultant to both enter the private property and to
perform the tasks identified in the "Scope of Work."
-2-
D. Review materials submitted by the Consultant in a timely
manner so that the Consultant can adher'e to the time
schedule contained in the "Scope of Work. "
E. Announce, advertise, conduct and record all public
meeting and hearings related to the completion of this
agreement.
3. PROGRESS AND COMPLETION
The work under this Contract will begin within ten (10) days
after receipt of notification to proceed by the City and be
completed within two hundred and sixty (260) days of that date.
Extensions of time may be granted if requested by the Consultant
and agreed to in writing by the Community Development Director.
In consideration of such requests" the Community Development
Director will give allowance for documented and substantiated
unforeseeable and unavoidable delays nnt caused by a lack of
foresight on the part of the Consultant, or delays caused by City
inaction or other agencies' lack of timely action.
4. FEES TO BE PAID TO CONSULTANT
The lump sum fee payable according to Paragraph 5, "Payment
of Fees", shall be $ No other compensation for
services will be allowed except those items covered by
supplemental agreements per Paragraph 7, "C-hanges in Work" •
5. PAYMENT OF .FEES
Payment of fees shall be in accordance with the fees by task
set forth in the above referenced Scope of Wark. Interim
payments shall be paid within thirty (30) days of delivery of
invoices provided, however, that no fees shall be paid until the
-3-
, ,
invoices have been verified and approved by the City. The
Consultant may submit invoices not more often than monthly that
represent the value of work completed to date, IDinus any prior
payments made by the City. Payment of any fees pursuant to this
section shall not constitute a waiver by the City of any breach
of any part of this agreement.
6. FINAL SUBMISSIONS
Within
the Draft
deliver to
twenty-one
Preliminary
the City
(21) days of completion and approval of
Design Report, the Consultant shall
the Final Preliminary Desig.n Report in
accordance with the referenced Scope of Work.
7. CHANGES IN WORK
If, in the course of this Contract and design, changes seem
merited by the Consultant or the City, and informal consultations
with the other party indicate that a change in the conditions of
the Contract is warranted, the Consultant or the City may· request
a change in Contract. Such changes sh~ll be processed by the
City in the following manner: A letter outlining the required
changes shall be forwarded to the City or Consultant to inform
them of the proposed changes along with a statement of estimated
changes in charges or time schedule. After reaching mutual l
agreement on the proposal, a supplemental agreement shall be
prepared by the City and approved by the City Council. Such
supplemental agreement shall not render ineffective or invaiidate
unaffected portions of the agreement. Changes requiring
immediate action by the Consultant or City shall be ordered by
the Community Development Director who will inform a principal of
-4-
the Consultant's firm of the necessity of such action and follow
up with a supplemental agreement covering such work.
8. COVENANTS AGAINST CONTINGENT FEES
The Consultant warrants that their firm has not empl.oyed or
retained any company or person, othet than ~ bona fide e~ployee
working for the Consultant, to solicit or secure this agreement,
and that Consultant has not paid or agreed to pay any company or
person, other than a bona fide employee, any fee, commission,
percentage, brokerage fee, gift, or any other consideration
contingent upon, or resulting from, the award or making this
agreement. For breach or viol~tion of this warranty, the City
shall have the right to annul this agreement without liability,
or, in its discretion, to deduct from the agreement price or
consideration, or otherwise recover, the full amount of such fee,
commission, percentage, brokerage fee, gift, Ot contingent fee.
9. NONQISCRIMINATION CLAUSE
The Consultant shall comply with the State and Federal
Ordinances regarding nondiscrimination.
10. TERMINATION OF CONTRACT
In the event of the Consultant's failure to prosecute,
deliver, or perform the work as provided for in this Contract,
the City may terminate this Contract for nonperformance by
notifying the Consultant by certified mail of th~ termination of
the Co ntract. The Consultant, thereupon, has fi ve (5) wor king
days to deliver said documents Owned by the City and all work in
progress to the City Engineer. The City Engineer shall make a
determination of fact based upon the documents delivered to City
-5-
of the
which is
percentage of work which the Co,n~~l tant has performed
usable and of worth to the City in having the Contract
completed.
Council, the
Based upon that findiRg as rep6rt.ed to theCi ty
Council shall determine the final payment of the
Contract.
11. DISPUTES
If a dispute should arise regarding the perfor'mance of work
under this agreement, the following procedure shall be used to
resolve any question of fact or interpretation not otherwise
settled by agreement between part~es. Such questions, if they
become identi fied as a part of a dispute among pe.rsons operating
under the provisions of this Contract, shall be reduced to
writing by the principal of the Consultant or th~ City Engineer.
A copy of such documented dispute shall be forwarded to both
parties involved along with recommended methods of resolution
which would be of benefit to both parties. The City Engineer or
principal receiving the letter shall reply to the letter along
with a recommended method of resal ution wi t'hin ten (10) days. If
the resolution thys obtained is unsatisfactory to the aggrieved
party, a letter outlining the dispute shall be forwarded to the
City Council for their resolution through the Office of t'he City
Manager. The City Council may then opt to consider the directed
solution to the problem. In such cases, the action of the City
Council shall be binding upon the parties involv'ed, although
nothing in this procedure shall p~ohibit the parties seeking
remedies available to them at law.
-6-
12. RESPONSIBILITY OF THE CONSULTANT
The Consultant is hired to render professiBnal services ot
designing the preliminary engineering for the Draft Batiquitos
Lagoon Enhancement Plan and any payments made to Consultant are
compensation solely for such servicecs • Consultant shall certi fy
as to the correctness of all designs and sign all plans,
specifications, and estimates furnished with Register~d Civil
Engineer's
number) •
number, (or Landscape Architect's registration
13. SUSPENSION OR TERMINATION OF SERVICES
This agreement may be terminated by either party upon
tendering thirty (30) days written notice to the other party. In
the event of such suspension or termination, upon r~quest of the
City, the Consultant shall assemble the wor~ product and put same
in order for proper filing and closing and ~eliver said product
to City. In the event of termination, the Cohsultant shall be
paid for work performed to the termination date; however, the
total shall not exceed the guaranteed total maximum. The City
s hall make the final -determinati.on as, to the portions of tasks
completed and the compensation to be made. Compensation to be
made in compliance with the Code of Federal Regulations.
14. STATUS OF THE CONSULTANT
The Consultant shall perform the services provided for
herein in Consultant's own -way as an independent Contractor and
in pursuit of Consultant's Independent calling, and not as an
employee of the City. Consultant shall be Under control of the
City only as to the result to be accQmpli~hed and the personnel
-7-
assigned to the project, but shall consult with the City as
provided for in the request for proposal.
The Consul tant is an independent contract_or of th-e City.
The payment
shall be the
made to the consultant pursuant to this contract
full and complete compensation to which the
is entitled. The City sh~ll not make any federal or
withholdings on behBlf of the consultant. The City
consultant
state tax
shall not be required to pay any workers compens~tlon insurance
on behalf of the consultant. The consultant agrees to indemnify
the City for any tax, retirement cont-ribution, social security,
overtime payment, or worker's compensation payment which the City
may be required to make on behalf of the consultant or any
employee of the consultant for work done under this agreement.
15. CONFORMITY TO LEGAL REQUIREMENTS
The Consultant shall cause all ~rawings and specifications
to conform to all applicable requirements of law: Feder~l,
State, and local. Consultant shall provide all necessary
supporting documents, to be filed with any agencies whose
approval is necessary.
The City will provide copies of the approved plans to any
other agencies.
16. OWNERSHIP OF DOCUMENTS
All plans, studies, sketches, drawings, reports, and
specifications as herein required are th,e property of the City,
whether the work for which they are made be executed or not. In
the event this Contract is terminated, all documents, plans,
specifications, drawings, reports, and studies shall be delivered
-8-
forthwi th to the City. Consultant shall have th,e right to make
one (1) copy of the plans for his/her records.
17. HOLD HARMLESS AGREEMENT
The City, its agents, officers, and employees shall not be
liable for any claims, liabilities, penalties, fines, or any
damage to goods, properties, or effects of any person whatever,
nor for personal injuries or death caused by, or resulting from,
or claimed to have been caused by, or resulting from, any
intentional or negligent acts, errors or omissions of Consultant
or Consul tant 's agents, employees, or repre.sentati ves.
Consultant agrees to defend, indemnify, and save free and
harmless the City and its authotized agents, officers, and
employees against any of the foregoirtg liabilities or claims of
any kind and any cost and expense that is incurred by the City on
account of any of the foregOing liabilities, including
liabilities or claims by reason of alleged ~efects in any plans
and specifications.
18. ASSIGNMENT OF CONTRACT
The Consultant shall not assign this Contract or any part
thereof or any monies due thereunder without the prior written
consent of the City.
19. SUBCONTRACTING
If the Consultant shall subcontract any of the work to be
performed under this Contract by the Consultant, Consultant shall
be fully responsible to the City for the ~cts and omissions of
Consultant's subcontractor and of the persons either directly or
indirectly employed by the subcontractor, as Consultant is for
-9-
the acts and omissions of persons ~irectly employed by
Consultant. Nothing contained in this Contract shall create any
contractual relationshjp between any subcontractor of Consultant
and the City. The Consultant shall bind every subcontractor and
every subcontractor of a subcontractor by the terms of this
Contract applicable to Consultant's work unless specifically
noted to the contrary in the subcontract in question approved in
writing by the City.
It is understood that the Consultant intends to engage these
sUbconsultants for performance of portions of th work:
Tekmarine
Michael Brandman and Associates
RMW Paleo Associates
D. S. Josephson
Ocean Surveys Inc.
20. PROHIBITED INTEREST
No official of the City who is authorized in such capacity
on behal f of the City to negotiate, make, acc.ept, or approve, or
take part in negotiating, making, accepting, or approving of any
architectural, engineering inspection, construction or material
supply Contractor, or any subcontractor in connection with the
construction of the project, shall be~ome directly or indirectly
interested personally in this Contract or in any part thereof.
No officer, employee, architect, attorney, engineer,or inspector
of or for the City who is authorized in such capacity and on
behalf of the City to exercise any executive, supervisory, or
-10-
other simil ar function.s in connec.ti.on with the per formance of
this Contract shall become directly or indirectly interested
personally in this Contract or an'y part thereof.
21. VERBAL AGREEMENT OR ~ONVERSATION
No verbal agreement or conversation with any officer, agent,
or employee of the City, either before, during, or after the
execution of this Contract, shall affect Qr modify any of the
terms or obligations herein contained nor such verbal agreement
or conversation entitle the Consultant to any additional payment
whatsoever under the terms of this Contract.
22. SUCCESSORS OR ASSIGNS
Subject to the provisions of Paragraph 18, "Hold Harmless
Agreement", all terms, conditions, and pruvisions hereof shall
insure to and shall bind each of the parties hereto, and each of
their respective heirs, executors, administrators, successors,
and assigns.
23. EFFECTIVE DATE
This agreement shall be effective on and from the day and
year first above written.
24.
with
the
Code.
CONFLICT OF INTEREST
The Consultant shall file a Conflict of Interest Statement
the City Clerk of the City of Carlsbad ~n accordance with
requirements of the City of Carlsbad Conflict of Interest
25. INSURANCE
The Consusltant shall obtain and maintain ·a policy of
liability insurance from an in.surance company authori·z.ed to be in
-11-
business in the State of California, in an insurable amount of
not less than one million dollars ($1,000,000). This insurance
shall be in force during the life of this agreeme.nt and shall not·
be cancelled without ten (10) days prior notice to the City.
The City shall be named as an additionally insured on this
policy. The Consultant shall furnish a certificate of said
insurance to the City upon request.
IN WITNESS WHEREOF, we have hereunto set our hands and
seals.
CH2M HILL CITY OF CARLSBAD:
By
Mayor
Title
APPROVED AS TO FORM: ATTESTED:
City Attorney City Clerk
-12-
.~
Agreement Among
" . The City of Los Angeles,
The City of Carlsbad,
The California Department of Fish and Game,
The California State Lands Commission,
The National Marine Fisheries Service, and
The United States Fish and Wildlife .Service.
To Establish a Project for Compensation
of'Marlne Habitat Losses
Incurred By Port Development Landfills
Within the Harbor District of the 'City of Los Angeles
By Marine Habitat Enhancement at Batiquitos Lagoon
WORLDPORT LA
-_." ---..":~-:-... -: ... ......::.-.-~~ .......... '''-----.... '-"" ............... _ .... ---.... -~----_. -_ . .:.--. --.----.... -.. _____ ... ~---..... _~z,..... -r.-_~~__:i~~_ti~ : :' -:;tf . ---.~ -: -.>
~AM:N;
THE CITY CE' ra; ANQn;ES-,
THE CITY <F cARLSBAD,
THE CALIFORNIA DEPAR'lMENT <F FISH.·AN) ~,
THE CALIFORNIA STATE IANts cx:MtfiSSlOO,
THE NATIONAL MA,RINE FISHERIES SERVIcE, AND
THE tmTED STATES FISH AND WIIDLIFE sERVICE.
TO
ESTABLISH A ImJECr-FOR CXJt!PEl&TlOO
CF MARINE HABITAT -LOSSES
noJRRED BY OORl' [J!VEU)I?MENr IANl;FILLS
WImIN THE HARBCR DISTRICT (F Tim CITY cR' r,q:; ANGElES
BY MARINE HM3ITAT ~ AT BATlCUI'l'CS IAaxN
THIS AGmEMEN'l' is entered into by the UNI'l'ID. STATFs CE' MERI~,
a.ctin;J by am thralgh the FISH AND WUDI,"IFE SERVICE, tmTF.P STATES
DEPARlMENT (F THE INTERIOR ("nqs") am the NM'latAL M.l\RINE' FISHERIFS
SERVICE, ~TlOOAL CCFANIC AtI} .M]O;PHERIC ADfiNISTRATIOO, tIf.tTED
S'l'ATfS DEPAR'lMElfl' OF ~ ("tMlS"); the STATE CE' CALIF(.RaA,
act:m:J by am t:lu:oogh the--DEPARlMENT (R FISH AM> GUt1E ("<Dro") and
the STATE LANOO CCHaSSION ("SIC"); the CI'.N OF CARLSBAD
( "CARLSJW)"); am the CITY <F IDS MQLES, act:mJ by aIXl through the
BOt\H) CF ~ cx:MaSSlOOERS (~").
I. ltiIEREAS, the B)AR) is aui:OOrized to fOster the omerly and
necesSaJ:y developnent of the ~rt of Ia5 ~el~, consistent with the
p1b1ic trust for-navigation, ocmnerce, am fisheries incl~ the
creaticn of new lam in the Harbor District of the City of IDS
Angeles ("Harlx>r District") by laIXlfill; am
II. WHEREAS, the El'lS am the CD'G have as their pr:imary
mandates, in this matter, the cooservation, ~, and
enhancanent of marine fish am migratoxy bil:ds aIXl their habitats;
incllXlin;r the planning of biological loss avoidance, minimization, am canpensation; am the Rt1FS has a$' its prbnary mamate, the
cooservation, protection, and enhancEment of marine fisheries
rescmces, including the planlliD;J. of biological. loss avo.idaooe,
minimization, am cxmpensation; and '
III. ~i port d~opnent laBifil1s are aiiUbject to State
regulatial. plr.u.nt tD the califomia Q)astal.Act am Federal
r83U1aticn Pn"suant tD the Rivers and-Harbors Act am the Clean Rlter Act; am -,
IV. WBERFM, the B)AR) and its tenant, the Pacific & Texas
Pipeline & Transportaticn catpmy ("Pacific Texas") ccnteap;l.ate an
:inminent harbor developnent within the Harbor District, oaw..st;ing of
a 1aIXlfill totallir¥J appt'OlQmilte1y 106 acxes at an average elevatial -..
-1-
-------~ .... :-~~> -=-~";,=, •• u. _ .~~ ..... __ . _____ "' _______ ~ _______ ~ __ • _________ ~ _ .",.~ __ ._.,;,.. ... --~~ ___ ~~~ ...... -~~~~~~~~~J..~~~
of +20 feet MLLW (which is equivalent to 110 acres above mean high
wa ter) as pennitted by Corps of Engi,neers Penni t No. 85-.97 and
California Coastal Col111lission Permit No. 5-85-623-A (the "Pacific
Texas Landfill" or "Landfill"); and
V. WHEREAS, the Pacific Texas Landfi 11 and other ,harbor
landfills will permanently eliminat~ marine fish and wildlife habitat
values that FWS, NMFS and CDFG recommend be compensated by creation
of equivalent marine fish and wil dli fe habitat values rna intained on a
permanent basis; ,and '
VI. WHEREAS, the parties intend that habitat loss compensation
for the impacts on the marine environment be provided in advance of
or concurrently with the habitat losses predicted fram harbor
landfH1s; and
VI!. WHEREAS, the parties concur that creation of appropri'ate
fish and wildlife habitat values in advance of or concurrently with
the loss requi res a procedure whereby habitat losses which will be
incurred by specified landfill development in the Harbor District,
inc1udi ng the Paci fic Texas Landfill, could be charg~d aga inst the
habitat credits; and
VI II. WHEREAS, the parties concur that creation of 'new habitat
value within the Harbor Dhtrict to offset large-scale habitat losses
within the Harbor District is infeasible; and
IX. WHEREAS, since shallow, ,estuarine coastal embayment habitat
in Southern California, with its re1ative1y-~igh value to marine
fishes and migratory birds, has been reduced in area at a greater
rate than that of deep water habitat, NMFS, mFG, and FWS' judge that
compensation for adverse impacts upon the marine ecosystem should '
emphasize the creation of shallow water, coastal embayment habitat;
and '
X. WHEREAS, FWS, NMFS, mFG, CARLSBf(l, and BOARD' have
identified Batiquit()s Lagoon, within the City of Carlsbad, County of
San Diego, California (the "Lagoon"), as an appropriate' location for
creation of habitat values to offset the habitat losses 'within the
Ha rbo r Di stric't:,; and
XI. WHER£js~ pursuant, to California P~b11c Resources Code
Section 3100C1J;:e:t:-seq., the State Coastal Conservancy ,has described a
proposed proj,~~c:t.::forttle -physical alteration of the Lagoon to create
fish and wlldl1fe, habitat by restoring tidal influence, ,recontouring ,
the Lagoon botton, controlli'ng causes of sedimentation throusjl ,
structural facilities, maintaining the Lagoon as altered, ,and otJIer ' _
actions (the ,"Lagoon Enhancement Project· or ·Project·) as, gen~rally "
and conceptually described, 1n the draft Bat1qu1to$ Lagoon Enhancement
Plap (the "Enhancement Plan" Qr, ·Plan·) and whictlare IIO~"" '
spec1fically described in' the, ~xcerpted sections of the Plan w.ich'i$,
attached hereto as Exhibit ·A" and incorporated herein by this
reference; and
-2:-
_ ..... ____ ~_. __ • ___ ~ _. __ ~_ ~ -.. ____ ._".~ __ --:-'" __ --"" __ • __ ............ _ .... __ .,J~ ... ,~ ._
XII. WHEREAS, CARLSBAD is the local goverrment wit~ jurisdiction
over the Lagoon and ouch of its watershed area, and desires to aSSist
in expediting the enhancement of the Lagoon; and
XIII. WHEREAS, the parties have detennined tha,t (1) CARLSBAD is
the most appropriate agency to design and construct the Lagoon
Enhancement Project, and to obtain the necessa~ property ri~hts for
construction and maintenance of the Project, (2) SLC is the IOOst
appropriate agency to hold the necessa~ property rights for
construction and maintenance of the Project, and (3) CDFG is the most
appropriate agency to assume responsibility fQ~ management,
operation, maintenance and monitoring of the Project upon completion
of cons truction. NOW, THEREFORE, IT IS N2REED THAT:
1. Short Description ,of pro~ect. The Project, understood ,to be
the Preferred Alternative of thenhancement Plan if ~ndertaken after
completion o~ environmental analysis pursuant, to Sections 6(e) and 13
below, shall be deSigned, constructed, operated and maintained in
accordance with Exhibit A. The Project, as defined herein, includes
the envi ronnental documentation, design, pennit applications,
property acquisition, construction, monitoring and maintenance
activities necessary to implement the Plan','including: (1) the
acquisition of property interests in,the Lagoon (as described in
Section 3, below); (2) the physical reconfiguration of the Lagoon and
Lagoon bottom through dredging and excavation.as·requi"red to restore
tidal inflows and aid in maintaining an open Lagoon mouth; (3)
creation of new intertidal and subtidal habitats (aVi;lflable for
,marine habitat loss compensation as set forth 1n Sec~ion 12 below;
(4) construction of sediment control faci 1 ities including pro te c,ti on
of the riparian habitat in Encinitas Creek drainage in order to
control sediment in the Lagoon (5) provision of ·a mana'g~' freshwater
marsh to preserve like habitat; (6) construction of. cal ifo,rnia'least
tern nesting sites, including fences, to preser·ve like .habitatj(.7)
di spasal of dredged and excava ted material by technically feaSible,
environmentally acceptable and cost-effective methods; (8) monitQring
act tvi ties to de tenni ne the condi ti on of the cons tructed .Lag'oon on a
regular baSis, and (9) necessary maintenance activities. The
Project, as defined herein, does not include portions of ,the
Enhancement Plan which recommend nonstructural measures for sediment
control or wh ich describe construction orma intenance of public
access faclliti~s (bike path, trail s, parking, interpretive
faclli ties. viewpoints, bridge. crOSSing, etc.); provided however,
that these public access facilities will be analyzed in the
envi ronnental documentation for the Project. It is estimated that
the Project will create the following acreages of habitat type within
the 596 acre wetlands area of the Lagoon: subtidal habitat (-2.5
feet,to -8.0 feet MSL), 220 acres; un vegetated intertidal'habitat
(-2.5 feet to +2.5 feet MSL), 170 acres; salt/brackish marsh, 139 .
acres; freshwater marsh, 33 acres; 'and least tern nesting sites, 34
acres. SUitable sandy ma,terial dredged from the Lagoon to create
said acreages shall be used t,Q replenish bea~hesi n the City of
carl sbad adjacent to the Lagoon property, if penni tted and
- 3 ...
economically feasible, and as will be descr;'bed in Project's
envi rormenta,l documentation and design work.
2. Lead Agenc? for 'CE~A Comp1 iance and .Permits • CARLSBAD shall
be the lead agency or canp ; ance with the California EnviroflTlental
Quality Act ("CEQA") and shall be responsible for obtaining all
permi ts and approval s necessary for Project's construction. In
accordance with this Agreement and the provisions of Exhibit "B,"
attached nereto, BOAID will provide necessary resources to allow
CARLSBAD to meet said obl igations. FWS, NMFS, CDFG, SLC, and BOARD
shall cooperate with CARLSBPD in supporting applications for such
pennits and approvals. CEQA work sha·1l be coordinated with the Army
Corps of Engi neers (hereinafter "Corps"), the lead agency for the
environmental work for the Project, under the National Environmental
Policy Act ("NEPA"). '
3. Property Acquisition. CARLSBPD sha1,l be responsible for
obtaining fee titl e orpennanent easements sufficient to allow
CAfl.SBPO to enter the property and conduct whatever su rveys and other
actions necessary to accomplish construction of the Project and to
assure maintenance and monitoring of the Lagoon as fish and wildlife
habitat in perpetui ty as descri bed in the Enhancement Plan. Such
land use constraints shall' run with the title of ~he land. PhYSical
. construction of the Lagoon Enhancement Project shall not commen~e
until SLC, CDFGand BOAID have detennined tha,t the appropriate land
interest ("Land Interest") has been' obtained by CARLSBAD and
transferred to the SLC; provided however, that if BOARD authorizes
construction to begin after an order of inrnediate posseSSion has been
obtained, then BOAID and CARLSBPO agree not to abandon the '
condemnation action and the transfer of the Land Interest to SLC will
be final ized on canpletion of the condemnation action., If CARlSB'AD
acquires the necessary Land Interest, the cost of such acquisition
shall first be approved by OOAID.
Any Land Interest acquired and capita) improvements constructed
thereon as \ell as all other captta1 improvements constructed as part
of the Lagoon Enhancement Project shall beheld in trust for the
Peq>le of california as Public Trust assets without regard to, the
source of the monies used for their acquiSition or construction, and
legal title to such assets shall becane vested tn, the SLC.
The parties acknowledge it is their intent that' the Project will,
provide, in perpetuity, an enhanced fish and wildlife habitat in,
Batiquitos Lagoon. The SLC shall tssue, to CDF~, for the miixillllll1
period allowed' bY' law, a lease over the property covered by the Land
Interest it holds to allow management and continued maintenanCe of
Project. CDFG shall provide CARLSBM with a license to enter the
property covered by the Land Interest in order to carryout
cons truction hereunder. However; if CARLSBAD 1s not able to acquire
the Land Interest by a purchase or dedication in a timely way, the
BOAR> may authorize construction to begin if an order of im,.d1ate
possession is obtained after filing of the appropriate condemnation
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action; provided however, if the BOARD determines that significant
issues exist in the condemnatio~ proceed{rig which could resu1t in an
award in excess of the amount BOARD is will ing to approve for such'
Land Interest, then construction will not canrrence until the issues
are resolved to the satisfaction of BOARD. In that event the parties
hereto agree to cons ider extendi ng the time 1imi ts for the
commencement of construction in accordance with the provisions Of
Section 6(b) by the time requi red to achieve such resolution. If the
BOARD does not elect to proceed because of antici'pated costs, the
project shall be deened cancelled pursuant to Section 14(b) and the
provisions of Section .15 shall apply.
4. Lead Agency for Project Construction. DeSign and
construction of the Project, including the preparation of any
additional sediment sClTlpling, apprOpriate archaeOlogical survey,
environmental documentation, design and engineering servic~s and
cons truct ion, shall be done by CARLSBPD in c~Hls14l tation wi th CDFG,
FWS, NMFS and Corps, shall be in substantial cO.nformance with the
Enhancenent Plan, and shall be supported. as further provided in this
Agreement and in Exhibi~ "Bu, attached hereto, by ~e BOARD.
5. Project Funding.
(a) BOARD and/or Pacific Texas shall provide necessar,y
funds for desi9n, construction and maintenance of the Project .
including: (1) sediment sampling, appropriate archaeo1ogic survey,
environmental documentation, preliminary deSign plans, necessary
engi neering studi es -and preliminary cost estimates, (collectively
referred to as "Preliminary Design·); said Preliminary Design shall
be in sufficient detail to: clearly demonstrate the feasibility of,
and provide an estimate of the costs of constructi ng Project; provide
infonnation for preparation .of the necessary envi ronnenta1 documents
and provide specific direction for preparation of final plans and.
specifications necessary for Project's construction andma intenance;
(2) required activities for obta 1n1n9 all permits and approval s
necessary for construction of the Project (collectively referred to
as "Permits and Ap·ptova1s·); (3) reqt,fired activities for obtaining.
the Land Interests; (4) Project final design (plans and
specifications), construction and construction management; and (5)
onni toring and DB intenance of the constructed Project as 'described 1n
Section 10, below.
It is unders~9od that the funding obligations of Pacific Texas under
this Agreement shall be fully satisfied by deposit of up to $20
million into the Escrow Account pursuant to Section 9(a} below.· In
accordance with Ca1iforni a COastal' Conmission Permit No. 5-85-.623-A,
Pacific Texas shall initially deposit $15 millio'n into. said' Escrow
Account. If Project ~nager, as described in Exh-1 bit B, detennines
that addi tiona1 funds are necessary, Pacffic Texas shall deposi t up
to an additional $5 million. BOARD shall be obligated to provide'
additional funds i'n excess of $20 million required under this
Agreement, including providing additional funds into the Escrow
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Account, subject to its right to elect not to proceed pursuant to
Section 6(c), 6(e) and Q(g), below. If BOARD elects not to proceed
pursuant to one of these sections, its funding obligations nereunder
shall be tenninated.
(b) If the Pacific Texas Landfill is not constructed in the
Harbor District, BOARD shall have the right, but not the obJigation,
to proceed wi th the Project pu rsuant to th i s Agreeme·nt., BOARD wi 11
fund any remaining necessary work out of the Ha·rbor Revenue Fund in
accordance wi th Section 9{f). In sucn event, the Escrow Accoun.t
described herein and in Section 9(a) shall not be r~quired.
6. Project Schedule.
(a) All parties hereto shall perfonn their obligations
hereunder with all due speed so as to facilitate progress of the
Project through Project's Construct;-on Certification IlJrsuant to
subsection (k), below. .
(b) Implementation of the Project shall be undertaken in an
expeditious' manner so that Const.ruction Certification pursuant to
subsection (k), below, occurs not later than four (4) years fran the
effective date of this Agreement.. It is further the intent of the
parties that physical construction of the Project shall begin nO
later than thirty-six (36) months from the effective date of thi's '
Agreement as defined in Section 16, below. If coristructton cannot
begin withi'n said t.ime, the Project shall be deemed cancelled and the
'provisions of Section 15, below, shall apply, u.nless· CDFG, :FWS,and
NMFS agree in writing to an extension of this time limit. If
cons truct ion cannot begi n wi thin said time, mFG, FWS and NMFS agree
to consider unforeseen events beyond the control of CARLSBAD
including, but not limited to, pennits, land interests, mFG, FWS and
NMFS review, etc. in granting such. written extension.
..
(c) The scope of work of the consultant undert~k1.ng the
Preliminary Design will require the consultant to provide CARLSBAD,
BOAR), mFG, FWS, SLC and NMFS wi than estima·te of the cost of
construction for the Project and with an estimate of the. expected
annual cos ts of ma intaining the L~goon as desc r1bed in Section IO(e),
below. Within forty-five (45) days of receipt of these estimates,
BOAR) shall detennine and notify all other parties hereto in writing
whether it elects to proceed with the rema in1ng funding obl igations
pursuant to Sections 5, 9 and 10.' It is understood that the grounds
for not electing' to proceed include: an unreasonably high estimate
of Project's cons.truction. costs; a detennination that annual
maintenance costs wf1l exceed the limit set in Section 10 (b) below;
an engineering detennination that the Lagoon cannQt be physically
constructed to pennanently create tidal and intertidal habitat
substantially as desc ribed in the Enhancement Plan; a detennination
that the necessary Property Interests cannot be obtained 'within a
reasonable time or for a reasonable .sum of mon~, if any; a
detenninat10n that the Lagoon is not suited for creation and
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. -. .......... -.~--;",;;.. -
maintenance of sufficient habitat value 'units to, at a minimUni,
mitigate the Pacific Texas Landfill; or a change instate law which,
prevents the City of Los Angeles from .using excess habitat uni'ts
created by the project to mitigate future Port projects. If BOARD
does not elect to proceed, the Project shall be deemed cancelled and
the provi sions of Section 15, below, shall apply.
. (d) Upon.completion of the Preliminary Design and prior to
initiating preparation of the Envirol1J1ental Impact Report/Statement,
CARLSBAD shall submit the Preliminary Design for the review and/or
approval of BOARl, mFG, FWS, SLC, NMFS and Corps. The scope of thl's
review shall be limited to the consistency -of the Pre1iminaryDesign,
wi th the Enhancement Plan. CDFG, FWS and NMFS shall have forty.;five
(45) days after receipt of the Preliminary Design to review the
preliminary design plans and to ei'ther approve then or to submit
written comments to CARLSBAD. Failure by any of these agencies to
respond within this period shall result in t~e forfeiture of such'
party's review rights under this subsection and shall cons.titute
approval of the nonrespondi ng agency. CDFG, FWS and NMFS shall-each
approve the prel iminary design pl ans if they substantially conform,
as described in Section 20, below, to the Enhancement Plan, and no
agency's approval shall be unreasonably withheld. If unqualified
approval s are not received frOOl each of these agencies, CARLSBAD, in
consul tation with the BOARD shall modify the Prel iminary DeSign to
the satisfaction of all these agencies before proceedi ng further wi th
the Project. .
(e) If BOAII> has notified all other pa.rties of its election
to proceed with the Project pursuant to subsection (c) above, and
upon approval of the Preliminary DeSign by CDFG, FWS and NMFS
pursuant to subsection (d) above, CARLSBAD shall proceed with
preparation of the Draft and Final Envi rorrnental Impact Report and
En.vironmental Impact Statement. Within forty-five (45') days of
certification of the Final Envi rolll1ental Impact Report or ·approval of·
the Final Environmental Impact Statement, wh1-chever occurs later,
BOAII> shall detennine and notify all other parties hereto in wri-tlng
whether it elects to proceed with the remaining funding obligations
pursuant to Sections 5, 9 and' 10. Grounds for not electing to
proceed are amcmg those set forth in Section 6(c). If BOARD dOes not
elect to proceed, the Project shall be deemed cancelled and the
provisions of Section 15, below, shall a'pply.
(f) If BOAR> has notified all other parties of its election
to proceed with the' Project pursuant to this subsection, CARlSBAD
shall grant project: approval and, provided that all requi rements of
CEQ A have first been satisfied., shall proceed with preparation of
'construction plans and speCifications, and a bid package for
construction of the Project (the -Final Design-), based upon the
preferred alternative described in' the Final EIR/ElS. Upon'
cOOIpletion of the Final DeSign and prior to advertisement for·bids
CAIl.SBAD shall furnish BOARD, FWS', NMFS, SLC.and:mFG·with a copy of
the bid package for the construction of the Project, inclUding all.
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.. ",..-. -.:.. .... '
engineering drawings for review and/or approval. The scope of this
review shall be limited to the consistency of the Final Design with
the certifi ed Final Environmental Impact Report and/or approved Final
Envi ronnental Impact Statement. CDFG, FWS and NMFS shall have
forty-five (45) days after receipt of the bid package to either
approve it or to submit written COO1l1Ents to, CARLSBAD. Fa ilure by any
of these agencies to respond within this period shall result in
forfeiture of such party's review rights under this subsection and
shall consti tute approval of' the, nonresponding agency. CDFG, FWS and
NMFS shall each approve the Final DeSign if it substantially
conforms, as described in Section 20, below, to the approved project
described above, and no agency's apprOy~l shall be unreasonably
withheld. If unqualified approvals are not received from each of
these agencies, CARLSBPD, in consultation with BOARD s'h~ll I\1)dify the
Final DeSign to the satisfaction of all these agencies before ,
proceedi ng fu rther wi th the Project.
(g) Upon receipt of construction bids, CARLSBAD shall
inmedlately forward copies thereof to BOARD, CDFG, S~C, FWS an~
NMFS. Within forty-five (45) days of receipt of the bids, BOARD
shall detennine and notify all other parties hereto in wri ttng
whether it elects to proceed with the renaining funding obligations
pursuant to Sections 5, 9 and 10. The grounds for 'not electing to
proceed are understood to be among those given in subsection 6 (e).
If BOARD considers the lowest b.1d too high, CARLSBAD agrees to. rebid
the project if BOAm so des ires. If BOARD does not elect to. proe,eed,.
the Project shall be deemed cancelled and the provisions of Sect,ion
15, below, shall apply. .
(h) During Project's constructio~, CARLSBAD shall provide
all parties with access to the Project site and infonnation on
progress of the various construction activities in accordance wit~
Section 8. Project Manager shall further provide ~ll parti es
preliminary notification in writing that cons truction has been
completed (the "Preliminary Notification-)-. Upon receipt of sudl
Prelimi nary Notification, BOARD, mFG, FWS and NMFS and shall have
forty-five {45} days to inspect the Project site and ·to notify the,
Project Manager in writing of each party's preliminary de:~ennination
{the "Preliminary Detennination-} as to Whether the pr.oject's
construction has been canpleted in accordance with all pennits
obtained for the Project and with the approved Final Design. Failure
by any of the-a~ve-named parties to respond within this period' shall
result in a forfe.iture of that party's review rights Linder thiS
subsection ancr shal] constitute an affinnaUvePreliminary
Determination of the nonresponding agency. Each above-named agency
shall make its Preliminary Detennination 1n the affinnative .if the
Project's construction substantially confonns to the ap,proved
Final Design, and no agency' s approval shall be unreasonably
withheld. If the Prel iminary Detennination of any above-name4 party
is not in the unqualified affinnative, the, reasons· therefor stlall be
stated with particularity. UPOn expiration of th,is forty-five (45)
day period, CARLSBAD shall decide -Wiether to w1.thdra~ thePrel1m1.hary
- 8 .. " ..
Notification or to provide all parties with final notification in
writing that construction of the Project is canplete (the "Final
Notification"). ,
(i) LlPon receipt of Final Notific~tion, a qualified party
satisfactory to CDFG, FWS and NMFS shall unde'rtake a study and
prepare a written report of the attu'al acres of the Lagoon which are
inundated with water at various tidal levels (MHHW, MHW, MLWand
MLLW) ove r one (1) full lunar cycl e (the "Tidal Monitoring Study").
Said report shall be provided to all parties and Corps within
sixty (60) days after Final Notiffcation. Funding for conduct of the
Tidal Monitoring Study shall be from the Escrow Account described 1.n
Section 9(a), below.
(j) Upon receipt of the Tidal Moni"toring Study, any
recalcul ation of habitat units pursuant to Section 12( e), below,
shall be performed. '
(k) Within forty-five (45) days of the recei·pt of the Tid,a1
Monitoring Study and based on any such recalculation, CARLSBAD,
BOAm, mFG, FWS and NMFS s hall each make a final determination (the
"Final Determination") as to whether the Project's conStruction has
been canp1eted in' accordance wi th all permi ts obtained for the
Project and the approved Final DeSign, and if the, Final Detennination
is affi rmative, shall certify this determination to all other parties
and Corps. Failure by any of the above-named parties to make a Final
Determination ,wi thin this period, shall result in forfeiture of that
party's review rights under this subsection and shall consti tute an
affirmative Final Determination of the nonresponding agency. Each
above-named party shall make its Final Determination in the
affirmative if the Project's construction substantially conforms to
the approved Final DeSign, and no agency's approval shall be
unreasonably wi thhe1 d. Construction of the Project shall be deemed'
complete upon said certification byebch' of the above-named parties.
(The certification of all these parties is, hereinafter co11ective.1y
referred to as the "Construct10n Certification.")
7. Linkage w.ith Harbor District landfillS and Release of
cl aims.
(a) In accordance with California Coastal Canmission Penn'it
No. 5-85-623-A no fill shall comnence for the Pacific Texas Landfill
until Pacific Texas has deposi ted $15 million into the Escrow ·Account
pursuant to Section 9(a), below. It is understood that under the
terms of said pennit, upon deposi t of up to $20 ml111 on into the
Escrow Account, Pacific Texas shall have no further obl1gatio~ to
mi tiga te for the loss of fish and wil dl1 fe habitat val ues caused by
the Pacific Texas Landfill except as provided in Corps ~nnit No.
85-97. It is further unde.rstood that unde.r the ~erms of the escrow
instructions to be prepared in accordance with said ,Coastal .
Commission Pennit, in return for this limitation of :mi~igat10n
res pons ibi1it1es, Pacific Texas will be required tQ fO.rever releas~
- 9 -
and discharge all parties to this Agreement, and their officers,
agents and anployees, fran any cla fms, demands, damages or judglll!nts
arising out of implementation of or failure to implement any
mitigation project for the Pacific Texas ~andfill, i,ncluding, without
1 imiting the above, any claims for mismanagement, mtsappropriation or
misuse of said Pacific Texas deposit.
(b) Except for the Pacific Texas Landfill, and in
accordance with Corps Penni t No. 85-97. Cons truction Certification
(pursuant to Section 6{k), above) or certification of completion of
another project mitigating the effects of the Pacific Texas Landfill
(pursuant to Section 15, below) is a prerequisite to any filling in
the "outer harbor area" of the Harbor Distri"ct by BOAm, or any of
its tenants. 'Further, in accordance with said pennit, if said
'certification has not been made wi thin four (4) 'years of initiation
of the Pacific Texas Landfill's construction, BOARD, or any of its
tenants, shall not canll1!nce any inner harbor fills requiring off-site
mitigation of biological impacts until mitigat.ion for such inner
harbor fills has been accomplished.
8. Construction Monitoring. CDFG,' FWS and NMFS, at their cost,
s'hall have the right to monitor construction of the Project, 't-hrough
their staffs and/or through contract with~ an engineering consultant,
to ascertain whether construction is proceeding in accordance with
the approved Final Design. Each party shall have the right to visit
the Project site, as needed, and shall be furnished wi th all n'eeded
infonnatiQn by the Project Manager, to carry out effective
monitoring. In the event that construction is not proceeding in
substantial confonnance with the Final DeSign, or cannot so proceed
due to ons ite condi tions or other reasons, CAR~SBAO shall immedi iltely
notify all parties to tbis Agreement. At CARLSBAD's request, BOARD,·
CDFG, FWS and NMFS agree to participate in di SCl,lSS ions rega rdi ng
appropriate steps to remedy the situation.
9. Establishment of Accoun.ts. and Use of Funds. Th~ funds
de,scribed in Section 5 shall be deposited' and administered in the
followi ng rna tter: .'
(a) Escrow Account. Prior to start oT construction of the
Pacific Texas Landfi 11, Pacific Texas shall be required to deposi t
$15 million (th. -PacifiC Texas Deposit-) into·an escrqw account (the
"Escrow Account-) which shall be established within s'ixty (60) days.
of the effective date of tMs Agreement by BOARD for the purpose of
holding these funds and disbursing these funds consistent with this
Agre8l1ent. The esc row ins tructions for tile Esc·f"OII Account, 'prepared
by the Executive Director of the' california Coastal Canmission in
accordance with Coastal Pennit NQ. 5-85-623-A, shall be reviewed and·
approved by CARLSBAD, BOARD and Pacific Texas in writing prior to .
establishnent of the Escrow Account. BOAR) shall be the trustee for
the Escrow Account for the benefit of the parties hereto.' Under the
escrow instructions, BOAIt) shall be authorized to request"
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disbursement of funds in the Escrow Account: (i) for costs incurred
by CAR-SBM or BOAm in preparing Prel iminary Designs, in preparing
environmental documents, in obtaining Pennits and Approvals, in
obtaining title to the Land Interests and incarryi.ng out the Final
Design, construction and the Tidal Monitoring Study; (ii) for
acquisition of the annuity, described in Section lO(b), below; itnd
(iii) for transfer into the Investment Account, described in Section
lO(c), below. The esc row ins tructions shall provide that the ,escrow
agent shall be responsible for notifying all parties hereto of any
deposit into or disoorsement fran the Escrow Account. Project
Manager may require Pacific Texas to deposit up to an additional $5
mHlion into the Escrow Account in accordance ·with Section'5 herein.
(b) Funds Advanced by BOARD. CARLSBAD, after receiving
prior BOAm approval, is expending funds for the. purpose of preparing
the Pre1 iminary Desi gn prior to the time of the Pacific Texas
Depos it. Under the provi sions of a separate reimburseme~t agreenent,
BOARD is advancing funds to reimburse these e!Cpendi-tures·. BOARD may
wi thdraw funds fran the Esc row Account after the Pacific Texas
deposit is made to reimburse itself for such advanced funds.
(c) Return of Funds to Pacific Texas.. If the Pacific Texas
Deposit is made and thereafter Pacific Texas and BOARD fonma1ly
abandon plans to undertake the Pacific Texas Landfill ,. any
unexpended portion of the Pacific Texas DepQsit .shall be returned to
Pacific Texas, reserving therefran any funds needed to satisfy
existing and non-cancellable monetary obligations of the parties
entered into in expectat i on of reimbu.rseme fit wi th fu nds fran the
Pacific Texas DepOSit.
(d) Interest. The balance of funds in the Escrow Account
shall be invested 'in a prudent manner so as to earn the maximum
return subject to the paramount.goal of preservation of principal.
All income accrued through such investment shall be. distributed in
the same manner as the principal.
(e) Records/Audits. All records, invoices, vouchers and
1 edgers, correspondence' and all written documents of any kind
developed during the course of the Project which re]a te to the
expenditure by any party Qf BOARD or Pacific Texas funds on the
Project shall be retained for a period of four (4) years following
Constr~ction Certification and shall be available, to the extent
provided under applicable law (such as the Public Records Act.,
California Goverl1J1ent Section 6.250 et seq.), for audit by CDFG, FWS,
NMFS, $lC, CAR.SBIC and BOAm. Nothing in this. Section shall be
deemed a waiver of' the attorney-cl ient or other applicable privi leges
of any pa rty •
(f) Harbor Revenue Fund. The parties to this Agreenent .
acknowledge that all monies payable by BOARD shall be paid sol~ly out
of the Harbor Revenue Fund and not the general fund of the~Ctty of
Los Angeles.
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(g) No Obligation of Other Funds. Nothing herein shall be
construed to obligate CARLSBAD, SLC, FWS, NMFS or CDFG, except as
specifically provided herein, to expend its own funds, or any other
publ ic fu nds except for nonreimbu rsed staff adm;n; strative time and
expenses.
10. Project Maintenance Responsibilities. Upon Construction
Certification, CDFG agrees to assume responsibility fQr monitoring
and rna intenance of the Project cons i stent wi th the Final
Determination for the primary purpose of preservation ;'n perpetui t,Y _
of fish, wildlife and wetland habitat values, to the extent funds are
available pursuant to subsections (a) and (b), below. CDFG may
contract out these respons ibi1i ties and, up~," the approval of' the
parties hereto, may assign these responsibilities. CARLSBAD agrees
that it shall use its best efforts, in enforcement of local
environmental and planning ordinances with respect to property owners
within its jurisdiction, and in working with other local'
jurisd·ictions, to minimize the amount of sediment which may be
transported to the Lagoon fram upstream runoff within the Lagoon's
watershed area.
(a) Maintenance Account. Within sixty (60) days after
Construction Certification, BOARD and COFG shall establish a separate
escrow account (the "Maintenance Account") wi th an escrow agent
chosen by CDFG. The Ma intenance Account sha 1 J .be funde<i as provided
in subsections (b) and (c), below. CDFG shall have the exclusive
authori ty to wi thdraw funds from the Ma i ntenanc e ACcount. All funds .
_ in the Ma intenance Account, i ncl udi ng al1Y accrued interest thereon,
shall be used solely for the purposes set. forth in subsection (e),
below.
(b) Annuity. Within sixty (60) days after Construction
Certification, CDFG and BOARD shall determine the amount of funds
necessary to establish an annUity or equivalent investment (the
"Annuity") which will provide a guaranteed annuity paying the future
equivalent of Two Hundred Thousand Dollars ($200,000) per year for
thirty (30) years based on 1987 dollars at the effective date of thi~
Agreement in accordance wi th the method described in Exhibit 0 .
attached hereto and made a part he,reof. The fi rst disbursement into
the Maintenance Account is to be made immediately upon establishment
of the Annuity. All proceeds from the Annuity shall be depOSited
into the Maintenance Account. The payments fram this Annuity Shall
be used by COFG to cover th~ rna i nt~nance cos ts of the Project as ,
described in Section 10{e) for the first thirty (30) years following
Construction Certification. BOARD shall transfer the alOOunt
detennined to be needed for this Annui·ty., in accordance with the
provisions of Exhibit D, from the Escrow Account established in
accordance wi th Section 5(a), provided this amount shall not exceed
the sum of Four Million, Eight'Hundred and Fifty-Two Thous=and, Five
Hundred Dollars ($4,852,500) given that Construction Certification
occurs either in or prior to calendar year 1991. If Construction
Certification occurs after 1991, the provi sions of 2(a) ~f Exhibi·t D
-12 -
shall control. BOARD shall be obl igated to contribute to the Annui ty
only after the amount deposited by Pacific Texas into the Escrow
Account, excluding interest, has reac,hed $20 mi Hion.
(c) Investment Account. Wahin sixty (60) days after.
Construction Certification, BOARD shall establ ish an investment
account (the "Investment Account") in an CIIlount to be detennined i-n
accordance with the provisions of Exhibit D provided this amount
shall not exceed the sum of Three Million, Three Hundred and
Eighty-Six Thousand Dollars ($3,386,OOO) given that Construction
Certification occurs either in or prior to calendar year 1991. If
Construction Certification occurs after 1991, the provisions of 2( a}
of Exhibit D shall control. BOARD shall transfer the amount
determined to be needed for the Investment Account from the Escrow
Account established in accordance wi th Section 5(a}. BOARD shal J be
obligated to contribute to the Investment Account only after the
amount depos ited by Pacific Texas into the Escr~ Account', excludi ng,
interest, has reached $20 million. The Investment Account shall be
maintained for thirty (30) years follOWing Construction Certification
by BOARD to maximize the return to this Investment Account so that a
fund is created to maintain the P,roject after the first thirty (30,)
years. At the end of this thirty (30) year period, all funds in the
Investment Account shall be transferred into the Maintenance
Account. Within sixty (60) days thereafter, BOARD, FWS, NMFS, CDFG,
SLC and CAfl.SBAD shall meet for the pu,rpose of determining the
adequacy of the Maintenance Account balance to generate sufficient
incone to fund the costs of maintaining the Project as certified
pursuant to Section 6(k), above. If it is detennined, based on the
amount remaining in the Maintenance Account following the first
thi rty (30) years plus the amount transferred from the i'nvestme,nt
Account, is in excess of that required for continuing maintenance of
the Project a,t the future equivalent of Two Hundred Thousand Dollars
per year, a lump sum amount shall be refunded to BOARD to, be
determined in accordance with the provisions of Exhibi.t D.
(d) No Further Obligations and Return of FundS., BOA·RD
shall not be obl igated to deposit any funds 'beyond those descrtbed in
subsections (b) and (c), above, to mainta-in the LagoQn. Any funds
remaining in the Escrow Account upon funding of the Annui~ and the
Investment Account shall be transferred to BOARD.
(e) Allowable Mai'ntenaoce COsts. It is 'agreed that 'any
funds in the ~alntenance Account shall be used only to pay all costs
associated w1thremova1 of accumulated sediment from the Project's
sediment baSins, redredging of the Lagoon and Lagoon routh,
maintenance of the freshwater marsh and appurt~nances, preparation of
the least tern nesting sites, maintenance of all other physical
Project features as described in Section 1, and monitoring
activi ties, and di rect support costs, to assure that Project's
habitat values remain as anticipa.ted at the time ·of Con$truction
Certification. Any activi·ties carried Qut beyond these -standards
shall be the responsibility of the party carrying: them out,.
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(f) Records. CDFG shall maint~in records showing the use
of funds fran the Maintenance Account. If GDFG designated
representatives or personnel work at several 10c~tions, the funds
provided pursuant to this Agreanent shall be used only for that
proportion of the time such personnel or representatives work at. the
Lagoon and then on1 y to the extent desc tibed in ~u bsect ion (d),
above. CDFG shall maintain time records showing hours spent at the
Lagoon site and activities carried out sufficient to support uS'e of
the funds from the Maintenance Account. CDFG shall. monthly maintain
records of all expenses at the Lagoon. All parties to this
Agreement, to the extent provided under the Pt.Jb·lic Records Act,
Cal ifornia Government Code Section 6250 'et seq .• ; and subject to the
attorney-client or other applicable pr'ivileges, shall 'have the right
to audi t these rna intenance records and all invoices, vouchers,
. 1 edgers, supporting documentation and correspondence ma intalned or
available to CDFG for the purpose of assuring that CDFG is properly
expending the funds. .
11. No Interference with Endanyered .Species. CARLSBAD agrees
that construction of the Project wi 1 be scheduled and conducted so
as not to incur significant habitat loss or degradation elsewhere
within the Lagoon and so as not to adversely impact any State or
Federal endangered species which utilizes the Lagoon area, including
. the California Least Tern, the California, Brown Pelican, Least Bell"s
Vireo or Belding's Savannah Sparrow. Re:canmendations offered in any
subsequent Biological Opinion on consultation report prepared
pursuant to Section 7 of the Endangered Spec.ies Act (16 U.S.C.Sec,
1531 et seq.) or the California Endangered Species Act (California
Fish and Game Code Section 2050 etseq.) shall be implemented as
required by penmit(s) for construction of Project.
12. Use of Mitigation Credits Created by Project.
(a) This Project is being carried out 'in pat:'t to f!l~~igate
for the Pacific Texas Landfill.
(b) The pilrties to thi$ Agreement ackn<Mledge' that t~e
habitat values gained from the Lagoon Enhancement Project will be
used to offset the habitat values lost fran the Pacific Texas
Landfill and will be used to offset other landfill projects which may
be penni tted in the futu reo
(c) Cons truct ion and rna intenance of the lagoon Enhancement
Project will completely mitigate the Pacific TexaS Lilndfill and
create excess haMtat units sufficient to canpensate for an
additional 325 acres of landfill in waters deeper than -20 feet MLLW
wi thin the Harbor Oi strict (-Excess Habitat Units·), in accordance
with provisions of Exhibit C. Upon COnstruction Certification, these
Excess Habitat Units (the exact amount will be detennined after
Project construction 1n accordance with subsection (e) below) 'will be
cred1 ted to the BOAR> and may be used to offset fish and wildlife '
habitat losses which may result from other landfill projects in the
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Harbor District provided such projects receive all then applicable
Federal and State pennits. FWS, roFG a·nd NMFS would have 'no .
objection to use the Excess Habitat Units to offset ~ntic.ipated outer
harbor landfill projects in waters -20 feet MLLW'or deeper which are
associated with development or new tenninal fa'cil ities for general
cargo, bulk and neobu1k cargo and necessary supporting infrastructure
(streets, rail access, utilities, pipelines, etc.). FWS,roFG, NMFS
and BOAm agree that for these landfills the filling, tn a manner
similar to the Pacific Texas landfill, of each one acre of habita t in
waters -20 feet MLLW or deeper will be offset canpletely by each one
acre of' Excess Habitat Unit gained as shown in ExhiMt C, Table 5,
subject to pennit conditions which may be imposed on such future
landfill projects by regulatory agencies. For dredging or landfills
. created within the Harbor District in waters shallower than -20 feet
MLLW, including areas which may be classified as rocky dike habitat,
or for land uses other than those given· above; the application of
excess Habitat Units I1l.Ist be reevaluated and approved bi FWS, CDFG,
NMFS, and BOAI{). For dredgi ng or landfills fn wa ters shallower than
-20 feet MLLW, said parties agree' to evaluate the habitat loss i·n a
manner similar to the procedure followed in Exhibi t C. BOARD agrees
that before' creating any landfills, it will obtain all permits
~equired by applicable laws, including but not limited to the permits
required by the Californi a Coastal Act, the Ri'vers and Ha rbor's Act
and the Clean Water Act_and agrees to deSign such fills 1.n
accordance with the requirements of such laws. Any review or
subsequent approvals the FWS, NMFS or CDFG have with regard to the
use of Excess Habitat Units for such future fills shall be made in an
official and public manner, during canpietion of the environnental
review process as may be required under the california Environmental
Qual11;y Act and National Envi ronnental Pol icy Act, or the regulatory
process as may be requi red under the Ca 11 forni a Coastal Act, the
Rivers and Harbors Act, the Clean Water Act, the United States .Fish
and Wildl ife Coordination Acts, the United States and State
Endangered Species Acts and any other applicable laws.
(d) No Excess Habitat Units may be used for any purpose
until the Cons truct ion Certification has been made.
(e) In the event of variations between the Final
Detennination and actual acres of each habitat type created by the
Project and existing at the Lagoon at the time of Construction
Certification, FWS. NMFS, <DFG and BOARD will recalculate the habitat
units in a manner sim.1lar to the procedure followed in Exhtbit C and
the nunber of Excess. Habitat Units reported in subsection (c), above,
shall be modified accordingly.
(f) If at any time during the tenn of this Agreenent as. set
forth in Section 17, below, the balance of funds in the Malntenance
Account is insufficient to meet all costs desc;ribed in Section lO(e).
above. FWS, NMFS. CDFG .and BOARD will reca1cul ate the total nlll1ber of
habitat units created fran the Lagoon' Project in its then current
condition and the nlll1ber of unused Excess Habitat Units ava11able at
-15 -
that time to the the BOARD pursuant to subsections (c) or (g) will be
reduced accordi ngly.
(g) The BOAm may be allowed to transfer Exce~s .Habitat
Units to other ports in the Southern California Bight that are
applicants for a Corps of Engineers penni t or a Cal iforni'a Co'astal
Development pennit for a port district project. However, s!Jch ports
shall first consult with and obtain the approval of SLC, FW$, NMFS
and CDFG, before being entitled to use such Excess Habitat Units.
The Excess Habi tat Units' tl1.as transferred may be used only. to
compensate for habi tat losses incurred as a resu] t of port dis.trict
projects in waters deeper than -20 feet MLLW. Transfer and use of
such excess Habitat Units shall not result in a net loss of fish and
wildlife values. Excess Habitat Units ,shall not be used to Qffset
the impacts of any project wh i ch fi 11 s or otherwise adversely affects
wetlands, as that tenn is defined in FW~ publica,tion FWSJOBS-79/31,
Classification of Wetlands and Deepwater Habi.tats of the United
States, L. Cowardin, V. Carter, F. Go1et, E. La Roe, December 1979.
The BOARD shall officially notify FWS, NMFS and 'CDFG in writing of
acceptance or rejection of any such proposal to transfer Excess
Habitat Units.
13. CE A and NEPA Com lianceis a Condition Precedent to
Project. This greement descri s a"pr.opos Lagoonn .ancement
Project and allocates respons ibi1 i ties for i ts implementation~
Entering into this Agreement does not c;onstitute an adoption of the
Project or a commitment to car~ out the Project as those terms are
used in the California Environmental Quality Act, Public Resources
Code Section 21000 et seq. ("CEQA") and the National Envirol1llental
Pol icy Act, 42 U.S.C. Section 4321 et seq. ("NEPA~)'. Prior CEQA and
NEPA compliance is a condi tion precedent to any party being canmitted
to carry out any obl igations set forth in thi·s Agreement for which
such compliance is r~uired. If CEQA campliance discloses anY,
significant adverse envi romenta1 impacts from the Project that ,can
be better mi tiga ted than as presently proPosed, any party respellS ib1e
for the actions that produce the impacts shall not approve or
detennine to carry out the Project unless and until such. mitigation
measures are either duly adopted or excused by a statement of
overridi ng cons iderations.
If, upon canpleti.on of all necessary CEQA and NEPA
compliances, any party whose actions require prior CEQA or NEPA
campl iance does not detennine to car~ Qut or approve the Project,
then the Lagoon' Enhancement Proj ect shall be deemed cance 11 ed and the
provisions of Section 15, below, shall apply.
14. Cancellation if Pennits Not Available. ' The Lagoon
Enhancsnent Project may be cancelled, fn wh ich event the provi si ons
of Section 15, below, shall apply:
(a) if Corps of Engineers' and Coasta'l Commission pennits
for the Pacific Texas Landfill do not become effective or are
revoked, or ' .
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(,b) if CARLSBAD is unable to obtain Corps, Coastal
Commiss ion, other necessary penni ts and approval s or the neces:sary
Land Interests to construct the Lagoon Enhancement Project.
15. Effect of Project Cancellation.
If the Lagoon Enhancement Project is cancelled pursuant to
Sections 5, 6(b), 6 (c), 6(e), 6(g), 13 or 14{b):
(a) The Pacific Texas Deposit shall not be returned.
(b) CDFG, FWS, N~1FS, SLC, CARLSBPD and BOARD shall
immediately begin necessary work to determine if alternative projects
described in the Enhancanent Plan or in the Final EIR/EIS doct.ments
prepared for Project can be completed within a time peri od acceptable
to CDFG, HIS, NMFS and BOAm using the funds available tn the Escrow
Account and any other funds made available for this pu,rpose. If it
is detennined that a project under this subsecti'on can be canpleted,
CD FG, FWS, NMFS, SL C, CARLSBAD and BOARD shall proceed 'with .
implementation of that project expeditiously and in a manner similar
to that described in this Agreement for implementation of the Lagoon
Enhancanent Project. If the Lagoon Enhancement Project was cancelled
pursuant to Section 6(b), 13 or 14(b), BOARD Shall be entitled to
receive any Excess Habitat Units created by a proje~tcompleted under
this subsection; provided that if another entity, whether public or
private, financially participates in suCh project, being authorized
by law to do so, any Excess Credits created shall be divided pro rata
based on the contributions of such other entity and the contributions
of BOARD including its share of the Pacific Texas Deposit a$ set
forth in Penni t No. 580 be1ween BOARD and Pacific Texas. As an
example, if total expenditures necessary to create and rna; ntai n an
alternate project under the provisions of this Subsection are'
$25,000,000 and the monies paid by another entity are $5,,000,000,'
then such entity shall receive 5 divided by 25 which equals 20% of
the Excess Habitat Units and BOARD shall receive 80% of the Excess
Habitat Units. If it is determined that a project Ulider this
subsection cannot be completed, CDFG, FWS, NMFS, SLe, CARLSQAD and
BOARD shall comply with subsection (c), below.
(c) If this subsectiOn becomes applicable, CDFG, FWS, NMFS;
SLC, CARLSBM and BOAm shall i'mlTEdi ately begi n necessary WQrk to
determine if another project at Batiquitos Lagoon which would
generate enough habitat value ga ins, pursuant to analysis condu,cted
by CDFG t NMFS, FWS and BOARD ina manner s imila.r to the procedure.
followed in Exhibit C, to offset the habitat value losses due to the
Pacific Texas Landfill can be completed within a time period~
acceptable to CDFG, FWS, NMFS and BOARD using the funds available in
the Escrow Account. AnY such alternative Lagoon project shall create
tidal and subtidal habitat for the reasons set forth in Recital IX of
this Agreement, and shall be designed and implemented to ,meet the
following criteria: (i) not less than fifty percent (50%) of the,
project a rea sha 11 have an average e 1 evat ion of -3 feet rt.LW;: (11)
-17 -
not more than thirty-five percent (35%) of the project area shall
have an elevation of between -3 feet and +2.5 feet MLLW;. and (iii)
not more than fifteen percent (l~%) of the project area shall have an
elevation of between +2.5 and +5.5 feet MLLW. If i"t is determined
that a project under this subsection can be completed., COFG; FWS,
NMFS, SLC, CARLSBJU and aOARD s·hall proceed wi th implementation of
that project expeditiously and in a manner sirtlila'r to that described
in this Agreenent for implementation of. the Lagoon Enhancenent
Project. If the Lagoon Enhancement Project was cancelled pursuant to
Sect ion 6(b), 13 or 14(b), BOARD shall be entitled to receive any
Excess Habitat Units created by a project completed under this
subsection; provided that if another enti ty, \tilether publi.c or
private , financially participates in such project, betng authorized
by law to do so, any Excess Credits created shal] be diVided pro rata
based on the contributions of such other entity and the contributions
of BOARD including its share of the Pacific Texas Deposit as set
forth in Permit No. 580 between BOARD and Pacific Texas as per the
example given in Section 1S(b). If it is dete.nnined that apr-oject
under this subsection cannot be completed, CDFG, HIS,. NMFS, SLC,
CAIl.SBJU and BOARD shall canply with subsection (d.), belOW.
(d) If this subsection becomes appl icab·le, mFG, ~WS, NMFS,
SLC and BOARD shall imnedi ately begi n necessary work to detennjneif
another project at an alternative locatiOn which would generate
enough habitat value gains, pursuant to analysis cOndu'cte(1by mFG,
HIS, NMFS and BOARD in a manner similar to the procedure followed in
Exhibit C, to offset the habitat value losses due to the Pacific
texas Landfill can be completed within a time period andata ,
location acceptable to CO.FG, FWS, NMFS, SL,C and 'BOARD us ing ,the funds
avail abl e in the Escrow Account. Any such alternative location .
project shall create tidal and subtidal habitat for the reas'ons set
forth in Recital IX of this Agreement and shall be located between
Point Conception and the Mexican border. More specifically, su·ch.
al ternative location project shall maximize marine fisheries and
coastal seabi rd habitat ga ins by establishing unrestricted tidal
influence to coastal areas presently having little or no marine
fisheries and coastal seabird habitat valu.e, a,nd shall be designed
and implemented to meet the following cr'iter;a: (i) not less than
fifty percent (SO%) of the project area shall have an average
el evation of -3 feet MLLW; (i i) not more than· thirty..;f.]ve percent
(35%) of the project shall have an elevation of between -3 feet and
+2.5 feet MLLW; and (iii) not more than fifteen percent (15%) of the
project area shall have an eleva tion of between +2 .5 and +5.5 feet
MLLW. CDFG, FWS".NMFS, SLC, and BOARD shall proceed with
implementation of such al ternative location projecte)(ped1 tjol.lsly and
in a manner siintlar to that described in tHis Agreement for
implementation of the Lagoon Enhancement Project. If use of funds
from the Escrow Account for an alternative location project requires
legislation similar to Sect·ion of SB 2059 of the 1985-1986 Regular
Legislative Session (Ch. 1415, Stats.-1986; Public ResoUr.ces Code-
Section 6306.1) BOAI{) and .SLC agree to support such· legislati.on.--,
-18 -
'-'-~'-------------.... -.-.------... ----•• ----..... " _____ "-__ .• __ ._ , _____ .-__ • __ •• ___ • __ .. ____ .... .,.-~'".7::---!. •• ~"'p..:..."'_~]'.;-~
(e) If the Project is cancelled pl,Jrsuant to Section 14(a),
unless any loss of habitat in the Harbor Di strict has resulted fran
the initiation of any work on the Pacific Texas 'LandfH 1, any
unexpended portion of the Pacific Texas Deposit shall be retUrned to
Pacific Texas, reserving therefrom any funds needed to satisfy
existing and noncancelable monetary obligations of thepa-rties
entered into in expectation of reimbursement with funds from the
Pacific Texas Deposit.
16. Effective Date. The effecttve date of'this Agreenent shall
be the date on which the last of all signatories designated on the
signature page hereto has signed this Agreenent.
17. Term. Except as otherwise provided by law, this Agreement
shall. remain valid for the life of the Pacific Texas Landfill unless
it is rescinded by written consent of all parties or unless 'ciuicel1ed
as provided herein. . .
18. captions. The captions on the sections and subsections of
this Agreement are solely for the convenience of the parties and no
meaning shall be ascribed thereto in interpreting the provisions of
this Agreement.
19. Days. Unless otherwise specifically provided, the term
"days" as used herein shall mean calendar days. However, when. the
use of this tenn results in the last day for an action being set for a Saturday, Sunday or other non..;working holiday, the action sM·11 be
deened to be timely if performed on the firs·t business day
thereafter.
20. Substantial Confonnance. The terms "'in substantial
conformance" or "substantially conform(s ).11 as used herein shall mean
not di ffering in any material way fran that to which it is canpared
including, without 1 imitation of the foregoing definition-,· not
di ffering in any way that results ina reduction in habitat values
antiCipated from the Project and not in conflict with the
requi renents of state and federal law. . -
-19 -
21. Corrmunications, Points of Contact. Urtlessa 11 pgrties are
notified in writing of changes, the following individ~als will be the
pOints of contact for the respective parties:
Port of Los Angeles
Mr. Vernon E. Hall, Project Manager
P. O. Box 151
San Pedro, CA 90733-0151
(213) 519-3660
The Fish and Wildlife Service
Mr. JeffOpdycke, Project Leader
24000 Avi la Road
laguna Niguel, CA 92656
(714) 643-4270
The Department of Fish and Game
Mr. Donald Lollock, Chief, Environmental Services Branch
1416 9th Street
Sacramento, CA 95814
(9'16) 445-1383
The National Marine Fisheries Service
Mr. Robert Hoffman, Southern Area ~nvironmental Coordinator
300 South Ferry Street
Terminal Island, CA 90731
(213) 514-6199
. The City of Carlsbad
Mr. Raymond R. Patchett, Ci.ty Manager
1200 Elm Avenue
Carl sbad, CA 92008-1989
( 619) 438-5561
The State Lands Commission
Ms. Claire Dedrick, Executive Directo.r
1807 13th Street
Sacramento, CA 95814
(916) 322;..4105
-20 -
APPROVED AS TO FORM
l'WW0Mm'~ uP. N
Assistant City Attorney
THE CITY OF lOS ANGELES, acting by and through its BOARD OF
. HARBOR COMMISStoNd .
~tu~~
Executive Director
THE FISH AND WILDLIFE SERVICE,
U.S. Department of the Interi-or
THE DEPARTMENT OF FISH AND GAME
THE NATIONAL MARINE FISHERIES SERVICES, NOAA, U.S. Department
of Commerce
l'~' "cr$h I~ "~ 9,n {f,c. ~LA· .
1)i v Regional Director
-21 -
10/14/87
Pactex MOU-2
csc3-6766a
-.22 -
EXHIBIT A
.SHORT DESCRIPTION OF PROJE·CT
For the proposed Batiql.Jftos lagoon
Ennancerfient Project in the City of
Carlsbad •.
The following SHORT DE;SCRIPTION of the Batiquitos Lagoon Enhancement
Project was excerpted, unedited from the draft Batiquitbs Lagoon
Enhancement Plan prepared by the California Coastal Conservancy
in October, 1986~ The SHORT DESCRIP'rIONwas taken from Section
IV of the draft plan and repre'sentS. the following:
Pages 118-137 ("the Enhancement Plan") and
Pages 155-159 ("Alternative Plans") plus
Figures I (Preferred Alternative], N (Plan Alternative No.
2), and 0 (Plan Alterna,tive No.3) •
THE EJIHAIICEMEJIT PlM
Four different alternative enhancement plans are described in the following
section. Alternative one is the preferred alternative and 15 reconmended for
implementation under thi.s plan. Alternatives two and three contain less
dredging and consequentlY-' smaller tidal prisms. There is a higher level of
uncertainty about whether the mouth of the lagoon will remain open under alt'ernatives two and three. All three of these alternatives have been viewed
by the public and enhancement group; we have revised the original design of
alternatives two and three to reflect ce'rtain changes since their first deSign.
The final alternat.1ve is the No Project alternative and is really a prediction
of the fate of Bat1quitos Lagoon should no enhancement be done. Table 17
compares the specific features of each alternative. In addition to the
improvements proposed for the lagoon, each alternative inciudesthe same
sediment management system, public access trail and beach nourishment ~rogram.
The various agencies and funding mechanisms for implementation of the plan are included in Section V.
Pftfel'T'eCl Altemat1 •• (Altemat1,. 1)
This alternative endeavors to fulfill the goals of the enhancement plan by
creating adequate tidal prism while still conserving the wildlife habitat
values and marsh areas of the lagoon.
Tidal Prism and Lagoon Channel Closure Conditions
The single most important.hydrologic deSign constraint for Batiquitos Lagoon is
to ensure that there is a sufficiently large tidal prism. to keep the entrance
channel open. The .cQmplexity of the hydrodynamic processes involved, and the
difficulty in the·ir lIIIasur .. nt, make it difficult to predict the "critical"
value of the tidal pr1sm"above which we can be assured the entrance channel
will always stay open. The plan takes. . ..ln .. elllP1r1cal approach to this problem.
Based upon the studies by Johnson -'f.l9,7.1r, iIld:."updated by Ph111 p Wl111 ams and
Associates, the. _an tidal prism and closure ,conditions for 20 coastal lagoons
in California were determined, and plotted against deep water wave power. The
plotted points are shown in Figure 7, along with the three alternatives for
Batiquitos Lagoon. Thl plotted points show a clear separation between lagoons
thi1; are "always open" and' those tha·t are ·sometimes closed". Th1s separation
is indicated by a dotted line in Figure 1. The position of the line, however,
is only approximate; the minimum tidal prism needed to keep a coastal lagoon
always open can only be estimated within a factor of two.
The preferred alternatiye will .haye a potential mean tidal prism of 44 million
cubic feet, a potential diurnal tidal prism of 67 million cubic feet, and a
perigean spring tidal prism of 99 million cubic feet. If the poSition of the
boundary between open and clo·sed lagoons (Figure 7) is offset by a factor of
two, the tidal prism for the preferred alternative would still be suffi,cient to
keep the lagoon open. According to the Jenkins and Skelley (1985) study which
used a different analysis, the closure frequency would be less than once in 30
years.
lA
Table 17
SlIIWlY OF ALTERNATIVES -BATlOOItOS LASOON ENHAHCEMEJfT PtAJI
(Preferred
1 Alternathe'l 2, 3
lntertidal Area (acres) .
110 (+2.5' to -2.5' NGVD*) 215 315,
Subtidal area (acres)
(below -2.5' NGVD) 220 171 ' 71
Area of salt/brackish marsh (acres)
(above +2.5 1 NGVD) 139 141 141
Area of Least Tern habi at (acres) 34 ·34 34
Area of freshwater marsh (acres) 33 33 33
Potential mean diurnal tidal prism
(million cubic feet) . 67 60 46
Potential perigean spring tidal
prism (million cubi~ feet) 99 89 68
Approximate volume
of dredge material
(million cubic yards) 3.0 2,.1 1.3
Entrance channel area
(below O' HGVD) (square feet) 1700 1500 1200
Total Capital Costs (includes
dredging 8 $4.00/yd. drag bucket
system, beach groins. levee.
in million dollars) 12.4 8.8 5.6
*NGVD • National Geodetic Vertical Datum .. approximately equal to Mean Sea
Level
, :.:-.:--,f"
2A
" ~.
• ~ .. -
'0"
'0'·
I.-e
:.-~
, . L~
" . • I' I , , , / 1/--I I I , .1 I II' I ! 1/ !.Iil!:!2 . I, I I , /f 9/-, / 0 'iIO ,&TT,'CS I e Ole An" , I ~ I i I I ! [I i l/' /." tI •• TwO .cTT.U : I : I
.I ~: 1111 i I ! L ' I ! , i f I., . /J .
. 1_' • ~ . : '. , f ~ J(. ,
I 1 I i'l i i , • 7· ".,. /
I . I I I. .y'e: ~ .,·ii : I f • , f · I
I II I I I: I /'1:/ ~: ~/.i: , • . I I i I I I' ..
f I I '
'7 · " f .J ~ .. ... , , . . .
! \." ' "7 /. f : ! !
~1 I . '; I I , • I' l/ I I I :1. J ! I
I 0 ,v I' I I' I I: e/I..l ,9 ~l' : ! I i I ! ! ,. I . I
.' ' ' . \~ '"" \ ~ , . '\ n'" .. ' -':/-,\, ;I" · ' I , IJ'~ t .~'W L . I I ,
f 1
.~ ~.7 l 1 I • : II /f'~~i I
I II r
I •. I f ...
" . I ,! I '" ~ .. ........ c.u .C'9'1~ ...... Or IILCT ("" .......... , .. ,
(1) Preferred Altern.ci.e
(2) Altlrnative 2
(3) Alternative 3
TIDAL PRISM VS
CROSS-SECTIONAL AREA
ALL. .. L.ETS ON PACIF'IC COAS T
FIG. 6 Pro. Jurett 1976
3A
To determine :whether the actual tidal prism was not significantly less than the
potential t1dal prism, a tidal hydrodynamic mode] was used to stmuclate, frictioCn
losses (for details see Appendix C). The model found that the difference
between the actual and potential diurnal tidal prism :was sma] 1 , approximately
51. Ebb flows through the entrance. channel are slowed by energy losses and the
f4.LW level in the main part of the lagoon,1s increased by O.4·.ft. Most, of this
tidal dampening is due. to the constricttons of the entrance channel thr9ugh the
beach and the Highway 101 bridge. Once the channel is deepened, the '1-5 and
railroad bridge no ,longer have nilch effect on the tidal range.
During the peak ebb flow, the maximum difference in water level bet~een the
ocean and the lagoon is about one foot for the mean dturna 1 ti de for the IB)st
constricted channel alignment which assumes no dredging of the western basin
except for the channel (see Alternatives 2 I. 3}.c Jenkins & Skelly (19S6). have
carried out a two-dimensional model si.mulatio" that indicated for Similar
conditions the maxilll.lm water level difference to be approxt~tely 1.5 ft. for
the peri-gean spring tide. However, it shol.lld be noted that this water level
difference does not translate directly into i lOess of t1dalpr1-sm. Instead, it
causes a lag and steepening of the tidal wave form· as it moves into the lagoon.
The actual dampening of the tidal range fs considerably less. therefore,
dredging the western basin may not be particularly fmpocrtantto minimize tidal
dampening. However, deep'entng the 'westernbas1n does add 1 million cubic feet
or 1.6 percent to the t~dal prism.
The reconfiguration of the lagoon is presented in Figure I. The eastern basin
would be excavated from the approximate +2.5 foot MSL contour down to the -6.0
foot contour. The western bastns would be excavated dawn ·to the -S.O foot
contour (see lagoon cross-sections Figures J and It)~ The hydrodynam,ic pr.ogram
analyzed tidal heights in the entire lagoon for an average tidal cycle. In
order .to decrease the amount of fr1ction between the lagoon bottom and tidal
flows, to create subtidal habitat and to-over-dredge the la'goon slightly, the
bottom dredging elevations of -6.0 foot for the eastern basin and-S.O foot for
the western basin were decided upon. The hydrodynamic program. Showed .that
deeper dredging in either basin provided no additional benef1.tstO tidal flows.
Another fea ture of the dredgi ng contours is a deff ned bottom channe 1, to help
transport fine sediment th,.ough the lagoon and out to the ocean. This channel
extends from the mouth of San ~rcos Creek through the subtidal area to the
1 agoon entrance channel. Thi s channel wi 11 also serve to faci 11 ta'te flows 0 f
freshwater through the marsh to the lagoon and improve current flood problems
along' loWer San Marcos Creek.
For the most part, the dredging area is confined to the preseht1y unvegeta:ted
portions of the lagoon. The 'dredging was des1-gned in this way to avoid loss of
existing marshland. The exception to thf-s design criteria is the far western
basin between the railroad and Highway 101. As previously menti-oned mode,1ling
completed for this plan does not conclude the same ,dr"edgiJigrequ1rements as the
Jenkins and Skelly (1986) report. It was the decision of members of the
enhancement group ~ provide for dredging of the western basin and the design
of t~c:.dredging incorpo'r,ates thes~ results. In several, areas of the east and
west basins there are small areas of marsh which are below ,the +2.5 contours.
These would not be able to survive the inundatiOn once the lagoan is, open to
tidal action and could not be preserved.
4A
Tlbl, 18
~ry of DltI for · ... tur.l Ligoons • Californil Coast
Annual Potential Tidal Deep Water Closure No. Name Pr1.sm Wave Power Cond1tions Remarks Diurnal Mean ft lbs/ft/yr
1 Smith River x 10·
Estuary 35 24 303 Infrequent 2 Lake Earl 430 320 329 Frequent 3 Freshwater
Lagoon 35 25 348 Always 4 Stone Lagoon 86 64 348 Frequent 5 Big La.goon 240 180 348 Frequent· 6 Eel River
Delta 200 140 371 Infrequent 7 Estero
Mericano 22 15 (200) Frequent 8 Estero San
Antonio 11 65 (200) Frequent 9 Tomal es Bay 1580 1070 209 Nlvlr 10 Abbotts
Lagoon 17 11 307 Frequent 11 Drakes Estero 490 .340 26 Never Bolinas Lagoon 200 130' 117 Never Good Data J.j Pescade.ro Ma rsh 68 46 ('200) Frequent 14 Mugu Lagoon 1976 27 19 (100) Frequent 15 M~gu Lagoon 1857 170 120 (100) Never i6 Carpinteria
Marsh 4.8' 1.5 (50) Infrequent Good D.:a"
Entr
17 Aqua Hedionda Li~c:
Lagoon 1976 ·80 55 28 Niver Entrance
18 Batf'qu1tos , L1ned
Lagoon 1985 0.33 0.23 (30) Frequent 19 San D1egu1to
Ligoon 1976 0.2 0.14 (30) 'Frequent 20 ~San Diegu1to
Lagoon ·1889 37 24 (30) Never 21 Los Penasquitos
(30) Lagoon 1976 2 0.75 Frequent 22 T1juanaR1Yer
Estuary 24 17 (100) Infrequent 23 Bolsa Chica 113* 80' 29
*Tidal prism prec1sely chara,cter1zed
"pted from Johnson, 1973.
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FIG. 7
Closure Conditions of
Natural Lagoons of California
X ALWAYS CLOSED tl
A FREQUENTLY CLOSED a INFREQUENTLY CLOSED o NEVER CLOSED
,/ 1',y
AlII
I~ .... IJ
816
.Azr
4!
.3
X
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18 . ~.. ~ /I A./1 .... ~ . 0
. . ~ ~ P 17 '. ~rlau~/~I:J,5 '/ '. n1~r~eP At..~AlA7ive
/ AtT~AlA7iVe #?-
A/..T~p',(JATlve # .3
/O~ /17' It7~ /17'
MEAN TIDAL PRISM (FT~J
The hydrodyn .... ic program predicted tidal hefghts for the lagoon over an average
tidal cycle. Table 19 contains the results of this analysis. Under this tidal
regime the proposed dredging contours Wire designed to create an intertidal
zone below existing vegetated wetlands.. This intertidal band will incircle
each basin and vary from a maximum 10 percent slope to a nearly flat gradient
of less than 1 percent slope. At the -2.5 foot contour, the lagoon bottom will drop off at a six percent slope to the subtidal bottom elevation of -6.0 or _ 8.,0 ft MSL.
With a 67 million cubic foot tida.1 prism, the cross sectional area of the
entrance channel wo~ld be about 1700 square feet below MSL. This calculation
uses the Jarrett relationship (see Fi9ure 6). The wfdth of-the channel under the brtdge (from headwe11 to headwell) would be about 160 feet with rip-rap
side slopes at 3:1. The channel would ~ about 15 feet deep MSL and 10 feet
wide across the bottom. Since the Highway 101 bridge has at least three sets of piers on the southbound lane and seven sets on the northbound lane,
engineering specifications for the channel will require provisions for
fortif1catfon and protection of these piers from undercutting. The lagoon
channel would be lined with r1prap through the beach to the mean lower low
water (MLLW) line. A fence would be erected along the riprap to restrict access to the channel.
Habitat Acreages
The creation of habitats and enhancement of coastal wethnds fs still an
uncertain process. Despite ten years of enhancement efforts in Californfa
wetlands, there are still many unknowns and always the poss'1b111ty that what is
planned in an enhancement project will not be realized in the final result.
The acreages and types of habitat which Ire expected to occur after the
construction of the Bat1quitos project Ire based upon the elevltions to which
the lagoon will be dredged, predicted tide levels and the occurance of similar habitat types in nearby wetlands.
With consideration of these conditions, the preferred alternative (Alternative
1) is proposed to conser-ve and craate the following ·acreage of each habitat type:
Subtidal habitat (-2.5 ft to -8.0 ft MSL)
Intertidal habitat (-2.5 ft to +2.5 ft MSL) Salt/Brackish marsh
Freshwater marsh
Least tern nesting sites
Total
220 acres
170 acres
139 acres
33 acres 34 acres
596 acres
The distribution of these acreages is illustrated in F1gyre I.
Subtidal Habitat
This area would be covered by tidewater during most stages of the tidal' cycle.
Several times during the month when low tide levels are at their.extremes,
potti ons of the lagoon bottom in the subtidal area wi 11 be exposed. However
7A
Tlble 19
Modeled Ind Melsured Tide Heights! Bit19uitGs (Igoon! iCVb -(ft.-,
Scripps West Middle East Wharf . Basin Basin Basin
Pref. Pref. Pref.
Alt. 1 Alt. 2 Alt.3 Alt. 1 Alt.2 ATt.3 Alt. 1 Alt.2 AH.3
f4iHW +2.52 +2.5 +2.5 +2.5 2.5 +2.5 +2.5 +2.5 +2.5 +2.5
rt.LW -2.88 -2.8 -2.8 -2.9 -2;5 ~2.8· -2.9 -2.5 -2.5 -2.5
SA
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"'4.1 " II I I ~I ~ ~I -4 ~ €
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I 1 • ,
I
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I
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(~'aAONJ NOIJ.YAJ'J
9A
.. 1 .. 1
for the most part this is a shallow marine aq.uatic habitat and will be covered
by 5 to 6 feet· of water.
Certain fish and invertebrate speci,s would be expected to colonize the· lagoon
once it is' dredged and opened to the ocean •. We propose no stocking of the area
or introduction of shellfish into the lagoon. Therefore. th~ abundance of
these animals would be dependent upon natural colonization rates anq be
expected to increase fol.lowing the initial opening of the lagoon. The types of
invertebrates and their abundance w1ll also depend upon subs.trate types in the
lagoon bottom. water quality and nutrient levels and soil chemistry. These
factors will change in the first few years. fo.llowing the project.
For example, after the lagoon is dredged the bottom sediments ~111 be made up .
primarily of sand with little silt or clay. As fine sed1ments continue to come
into the lagoon from the watershed. some probably will settle on the sand and
form a mud layer. The thickness of this layer and th. mixing of the sand and.
IIald by bottom currents will change the type of substrate in the lagoon and thus
the habitat for benthic organisms.
A s1mila·r enhancement project in San Diegui~o Lagoon has been monitored for
several years' following completion of dredging of at1d.l bas1-n(Ch.ristopher.
1984). The substrate is largely sand and varies from subtidal to intert1dal
zones. These studies found a number of benthic organ,isms. the most common
being: bubble shell (Haminoea vesicula). wavy chione (Chione undateJla). dish
clam (Mactra nasuta). California jacinife c1.m (Tagelus cal1fornicus) violet
ray jacknife clam. (Tagelus subtores) and marine polychaete w9rms (capftella
clfitata. Polydora pauc16ranchiau. Scolelep1saccuta and Mediomastos :
ca iforniensisl and ·various species of ol1gochaete worms. In add1tion, other
species whtch could colonize this area 1ncl~de: snaHs(Cera·tostoma nuttall1),
moon snail (Po1fnices lewisi), rough pfddock (Zi",faea pflsbry1), gh()stshr1mp
(Calli nassa gi~as). 6lu'e-mud shrimp (Upogeb1a pugettensh ) .• spencul1 d worm
(S1punculus nu us). segmented worm {Chaetopterus var1:opedatus), rough skinned
lugworm (Arenico'a brasiliensis) and ribbon wO'rms (Nere1s sPP')' .
In genera.l. 1 nvertebrate species select their habitats according .to the gra1·n
sizes of the substrate (sand vs. IIald), the amount of wave action ~r current and
the salinity and water quality. As exp·la1ned .• in the first few years after the
lagoon is dredged. sediment layers will move and resort accord1~g to tidal and
storm currents. 5011 chemistry .and water quality win change as wel1. The
system' wtll not reach an equilibrium condition for .sever-al years .at least and
the invertebrate fauna waul d be eXPected to respond .to these changes.
The subtidal area 'will also provide habitat for marine and estuarine fish
species such as California halibut. white,spot-nn and yellow-fin croaker,
topsmelt, deep-body anchovy, barred and'spotted sand bass, long jaw mudsucker,
arrow goby and several speCies of surfperch. Many of these species enter
shallow bays and estuaries to sp,awn. J~yenile fish born both in the open ocean
and in the lagoon may spend several months feeding and maturing1n the shallow
water pri.or to their migri,tion into. the ocean. The abundanc, of zooplankton
and benthic animals will support both juvenile and adult fish. The S'an
Dieguito Lagoon, since its enhancement? supports many of these ~p't1'es.
lOA
Juvenile fish and invertebrates provide food for diving .ducks, diving ocean
birds and gulls and terns including the Least Tern. Presently the lagoon does
not provide any subtidal habitat and only very limited fish habitat due to. the
seasonally poor water quality conditions. .
Intertidal Habitat
T~e intertidal zone is the area which average tidal flows cover and expose
twice dal1y. The majority of the i"tertida' are4 Hes along the south shore
and eastern end of the eastern basin. A SO foot wide strip borders the north
shore and rings the western basin. A total of 170 acres of intertidal habitat
are included in the plan. As with the subtidal habitat, the intertidal zone
will be in a state of flux for the first few years following the dredging.
In most lagoons and estuaries, the inter'Udal zone is hlbitat to numerous ,
benthic animals which burrow into the mudflats or live on its surface. The
infusion of ocean WI,ter twice da.ily provides I source of food for the benthic
animals who sieve bits of detritus and food from the wlter. Worms. clams.
ar ;hi pods and other creatures 1 nhab·1t this area. Moni tori ng stud1 es from San
Dieguito Lagoon found such animals aSi pOlychlete worms suchU Cap,itella
capitata. ,pol,dora sp •• scolele¥is acuta Ind variousoligochaete worms as well
as clam or mo lusc species. vio et r~ 3lckn,ife cla. (Tagelus subtores)
eggshell cockle (Laevi'cardium substra1tum) dish cla ... (.Mictra nasuta); Macoma
aoldiformis; razor clam (Solen rosaceus). and striped !llisse1 Oschadium
. !m1ssum) 1n the intertidal area. Other animals which were found 1n this zone
are echinoderms such IS Leptosanapta albians. gastropods (Acteocina~98ij) and
various amphipod speCies 1nclu 1ng caprella egui11bra (Chrtstopner. •
Some of the other species which could typicilly inhabit intertidal sand and mud
flats and could col1nze the intertidal zone of the llgoon include: sand
dollars (Dendraster excentr1cus). 5.1 plnsies (Reni"a kolHkeri), sea stars (As~ro~ecten armatus). hOrn shill sna11 (Cerith1del cal1forn1ca); 1II00n snatls
(Po 1.n ces recluz1anus). ghost shr1111p (Call1lnISSa cal1forniensis). burrow'ing
an.ne (Cer1anthus aestuari. Harenlct1s attenuata) t brittle stars (Amphiod.ria
barbarae) and Slsm.nted worms (Misocha.to~tirus taylorf) and joint. worm .
(AXiothella rubrocfncta). Crab splcles ( ortun1s xantusi, Heterocrypta .
occ1.dental1 s) may forage in this arel as' weli.
These invI.rtebrate animals provide the productive food base associtaed with
bird use of intertidal areas. The th~ Resource Agencies (DFG. NMFS, FWS)
have detlrmined through the Habitat Evaluation Process (HEP) that the 170 acres
of intertidal habitat and 112 acres of marsh outlined in the plan are
sufficient to conse,.,e the Ixisting habitat values for migratory birds present
at Batiquitos Lagoon •
. The depth of water and productivi ty of the habi tat will largely determi ne the
species and number of shorebirds using different areas of the lagoon.
Approximately the· same shorebirds species would be expected to use the enhanced
lagoon as do presently (see Appendix G). Wading birds, diving ducks, terns,
gulls and others would be expected. to use the intertidal zone at various tidal
stages as well. However, the value of the intertidal area to the dabbling
ducks which currently use the lagoon is less certain. Shallow freshwater or
IIA
brackish water habitats are most valuable to these species. The shallow areas
of intertidal. habitat should provide fe~ding habitat as will ,the freshwater'
marsh. The proposed acreages of these are~onsidered ~dequate by the Resource
agencies to support dabbling duck populations current·ly using the lagoon.
Salt/Brackish Marsh
The salt/brackish mars~ acreage is composed of eX'isting niarshwti1ch occurs.
above the dredge zone (+2.5 ft MSL).This· marshwoul.d experience regular tidal
inundation as a result of the. lagoon enhancement but would not be methanically
manipulated or changed.
The introduction of regular tidal inflows' to the lagQon could cause the
co~osition of plant species in the marsh to change.' The present distribution
of plant species is a response to a hydrologiC ... gime in which the· lagoon .
seasonally floods with freshwat.r and then drie$ out a'nd has hypersaline
conditions. Tidal flows are rare. The present marsh veget,tion extends from
approximately +2.0 ft. to over +7.0 ft. in sev .. ral areas. This marsh is a
mixture of brackish and salt marsh species •.
Studies in other salt marshes in San Diego County have found a number of
physical factors to affect marsh .p.lant distr:fbution.· T~ese factors include:
tidal inundaUon, elevation. slope, soil salinity, wave force and nutrients.
The plan would introduce-regular tida,l inflows and create tidal zones in the
marsh. The enhanced lagoon would. have a mean 'higher ·h·igh· t1'd. level at +2.5
ft. (MSL) and a spring high tide level at about +4.$ ft. (r4SL)'. Extreme storm
tide levels could reach +6.0 ft. (MSL). Figure 25· depi:cts the elevational
occurrence of certain species of marsh plants in relation to tidal inf1.uence.
The range for each species is a maximum zone and the area extent of eaehin the
enhanced lagoon may differ Significantly. In the fa~ eastern end of the lagoon
the inflow of freshwater could affect the distribution of p:lant speCies and the
brackish, less salt-tolerant plant ,speci.es (e.g. Sci,rpusro.bustus, Scirpus
olneyi, Typha doming'ensis) may occa,r there~ Likewiseareasot' fre$hwater seeps
may retain their brackish water species. However for the mOst part the
reintroduction of tidal flows should create condition.s which favor the growth
of salt marsh plants (e.g. Salicorn1.a virginica, Frankenia grand:ffo1ia, Jaumea
carnosa) and increase the vigor of those sait mars.h plants aiready in the
lagoon. Many salt marsh spec1es are active co~on.:f.zers of areas with. suitable
condi tions. Cordgriss (Spartina fo-11osa) occupies ,the lowest zone of
vegetation in a tidal marsh and does not presently occur in, Ba,t1qu; tosLagoon.
It could be planted in expermen.tial areas once the project has been functioning
for several years and sedime.nts and water levels have stabilized. Other m.arsh
plant species. 1nclud1ng the endangered salt-marsh birds· beak (Cordylanthus
mar1timus) could be introduced t~ the lagoon wetlands. .
Overall it is difficult to predict how th~ species composition and 'extent of
the marsh will change once the lagoon is enhanced.· For the most part the
existing areas of marsh are conserved and changes in the acreage 6f marsh will
be moM,tored. ,. /~» -. \' " .'~-:'~ ~~'
Shorebirds are expected to regularly use the marsh both to forage for
invertebrates in tidal sloughs and to roost during high tides. :Wading birds
12A
,--",' ,;--,', '
~~~-------.----------.
ELEVATION
FTMLLW ,4 S , 7
i I' i I i i I i I I I I
OM MIL. I i j i i 3 4 5 " 7 • • 10 11 1'2
CORDGRASS~ J
"CICLEWEED~
ANNUAL '.CIC,-EWEED ~I. ===~~~. ~~~~:' ~~ ~=:::::----'
SALTWORTI ~
MUM!A CA'RNOM ~I ======~~~~.~~.~;:. ;:=~----
.A~'L:'T:E;I========~~·=~~,~·~.~:==:I--~
f"ANICENI,A GftANQlfOLjAI ~ ========~~~, ~e;~;:. ~~==;::=
MONANTt;tOCHLOE Lmg"ALISI ~I
GLASSWORTL'--__ ~--_----~ .... ~~~~~~----JI
HATCHING ·DENOTES E I.EVATIO~S WITH
fREQUENCY OF OCCURRENCE GREATER
THAN7a '
.'
D1.tr1but101l of tM .at c..-,n halophyte. by alev_tion, at UjuaM
latuat'y (Z.d1er 1977,. Data fI-. AAaha1a la, (lea ... " and Znbai 1979) were u.ed
to extend the .ralll" of ..-:1. MyOM tM 3-to 12-da KSl. un.e ob •• l"Ved at T1Ju.an.a
.. tuary.
From Zedler,1982
FIG. 2$
13A
and some ducks may also roost and. feed in the marsh. Bird species use will
depend largely upon ttle type of plants that predominate. For example, a'
greater extent of pick1eweed marsh could su"pport more breeding pairs of
Belding's Savannah Sparrows. More brac'leish marsh could support long-billed
marsh wrens and other small birds.
Freshwater Marsh
The proposed freshwater. marsh would be a managed freshwater wetlan'd enclosed by
an. earthen levee. The primary reason for creitionOf a freshwater marsh is to
assure the continuance of the existing habita,t values at Batiquitos Lagoon.
While the intertidal mudflats and subtidal areas proposed in the plan would
create prime habitat for migratory shorebirds, wading b~rds and some waterfow~ t
one component of the present fauna -the dabbling ducks requi re a fre'shwater
component. The creation of a freshwater area would condense the present winter
area of the lagoon for these speCies into a 33 acre-freshwater area and the 170
acre intertidal zone. -
The levee is designed with an approximate SO foot toe and an Sto 1 slope. on
the outer side and a 3 to 1 slope on the inner 'side (see Figure L). The gentle
slop, on the outer $ide would allow for tidal water to inundate the lower
portion of the levee and create mirsh and !I1Udfht. The 8: 1 slope is flat
enough to avoid Wive erosion and the need for rip rap. The bottom tQe of the
levee would be constructed at the approximate elevation +2.$ ft. (MSL) and_the
top of the levee would reach +S.O ft. (MSL). The top elevation. would preclude
yearly high tides fran overtopping the levee. The 11i·terior of the marsh would
be recontoured to an elevation of +2 •. 5 to +3.0 ft. (MSL) andghen design
provisions for deep areas and exposed plan.t areas to increase diversity. Wate.r
depths would be controlled at six inches to'one foot. The dredging" would allow
for the 'portion of the marsh closest to the upland to be .. hi-gher than the area
nea r the 1 evee so tha t the ma rsh can be dra fned camp 1 ete 1=y •
The water source for the JIIIrsh w111 be San Marcos Creek. A we"i.r would be
placed in the creek at the El ca.ino Real bridge. at the +5.0 ft .MSL level.
Th-is weir would detain water and the water would flow by gravity through pi-pes
into the marsh. Given a JIIIxiD.1111 evaporation rate of 25 a~re fee.t per month in
the sumer,-it is estimated that the JIIIrsh w111 require li2 cubic feet per
second (cfs) of inflow during the SUll1lller. Sumer waterflows in the channel
could fill this need. In the winter the need for water in the marsh 'may be
minor since a small trf.bu·tary enters the !III"h area. The weir in San Marcos
Creek would be deSigned such that no flood .prob1ems wo~ld occur.
Additionally,. dual slide/flap.gates would be placed at seve-ral locations in the
levee to allow for release offrestnfater when-levels are in excess of the six
inch to one foot marsh depth and to allow the flooding of the marsh with salt
water. All culverts, frames and gates would becoatedw1th' replacable zinc
anodes and be made of eight gauge bitumtnous-coated asbestos-bonded galvanized
steel for long wear and low maintenance. 'Salt wa·ter flooding in the SU/llTler
could create. a year round habitat should a drought occur and could be used to
contrQl .tules and other ",nwanted vegetation. Howev,er use of salt" water should
remai'n a management option for the marsh, not necessarHy a ma'nda-te since it
could adversely affect certain brackish to freshwater marsh plants needed for.
14A
waterfowl. Whln viewed from the adjoining hills the marsh will look like a
shallow water pond with small collections of bulrush 'or other marsh plants.
The freshwater marsh would replace salt marsh and salt pan on the site.
The water management scheme and finished bottom elevations of the freshwater
marsh will largely determine what plant species inhabit the area. At present,
there are not plans to plant marsh species, but instead, the plants would
colonize by seed. Cattatl ,bulrush, three-square rush, pondweed and other
aquatiC plants would be expected to invade the Shallow areas. Because soil s
1liiY ~main. brac~ish for the first years following construction, some species
may be limited. H~ver. if the marsh is left strictly as a freshwater area t
the soils will leach and salts should be reduced. The management of the marsh
water levels and annual drying wil largely determine the plants which colonize
and thrive there.
Least Tern Nest Sites
The U.S. Fish and Wildlife Service in conjunction with the Department of F1sh
and Game determined a mininun of four least tern nlsting sites be created in
the lagoon totalling approximately 32 acres. Thl plan provides for four sites
-9ne 16 acre site near the Park and Ride lot, ani 12 acre site on the north
shore. one 4 acre 'site within thl levee of thl freshwater IIIIlrsh and. one 2 acre
site near the lagoon mouth. All theSI sites occupy locations of previously
used nest sites. When tidal influence is returned to the lagoon. the previous
nest sites on the salt panwl1l be floodl4. Therefore to provide-sufficient
area for the terns to nest, new nesting sites have to be created. These sites
would be created out of sand dredge spoils from the lagoon and raised up to
+8 .• 0 ft. MSL. A layer of clean white imported sand with broken shell s would
cap the dredge spoils.
Limited maintenance of the nesting sites will be required; removal of all vegetation must be performed yearly. In ordlr to gain access to the nesting
si'tes they are located close to the edges of the lagoon. In orde.r. to protect the sites against predators six foot cyclonl fencing will border the lagoon
edge in the vicinity of the least tern sites and be located a mini~m of 100
feet fran the site'. Both ends of the freshwater marsh levee would be fenced.
The fencing will restrict domestic animals and other terrestrial predators from
entering the nlst sites. The fence is located at a distance from the site so
that avian predators are not able to use the flnce posts as hunting roosts.
An additional nlsting area could be gained if the levee surrounding the
freshw4ter .. rsh .. re kept free of vegetation and covered with white sand.
Least Terns in' the S.n Francisco Bay area nest on the levees of salt ponds.
All four sites are designed to provide relatively isolated, dry sandy locations
with clear views for the terns. A number of different sites are provided to
allow for various locations nver the entire lagoon for the terns to choose
from. A total of 34 acres of nesting sites are provided •.
Construction Methods and Schedules
The preferred alternative would r.equire. dredging and disposal o'f'approximate:ly
15A
3.0 million cubic yards of sand andsf1t materhl from the lagoon. Before
exact construction methods can be outlined and a reHable schedule drawn up a
number of tests ilUst be completed. The only studtes on the lagoon sediments
are a limited number of corings of the lagoon bottom in the eastern basin and a
larger number in the western basin (Woodward-Clyde Consultants, 1985;
Shepardson Engineering Associates Inc •• 1985).. These corings reveal.
infonnation regarding the grain size of the material and thus the thickness of
clay and silt layers and sand layers over the lagoon ·bottom. These coring
studies did not include' any chemical analysis of thematerhls however, and
these tests Dalst be done before .f1nal pla"s for construction can :be completed.
The coring studies give gross estimates of the quantit1'es of two classes of
sediment on the lagoon bottom. The upper layers' of the lagoon bottom are
primarily fine silts. clays and fine .sands with grain sizes smaller than .12S
mm. The silt and clay layer in the east basin is 'much thicker than the west
basin and could compose 60 to 70S of the dredge volume from the east basin.
The total volume of fine sediment to 'be removed from the lagoon is between 1.2
and 1.0 million cubic yards. .
The sand fraction in the lagoon Hes below the clay an'd silt layers and
represents a larger proportion of the dredge volu~ in the western lagoon tn.n
the eastern basin. The median grain diameter of the sandy se~iments in,the
western lagoon is .18 II1II while the median grai.n diameter for the same layers in
the east basin is .15 1IIIf. There are about 1.8 to 2.0 million cubic yards of
sand to be' removed. These sandy sediments are coarse enough to be used for
beach nourishment should bioassay and toxin testing prove negative (Jenkins and . ..
Skelley. 1986).
These two sediment layers III.Ist both be tested for the cOl1centrati on of toxi c
chemical s. nutrient level s and other substances.. The. results of these tests
will determine where the dredge spofls can'be disposed of and could have a
great effect on the cost of the project. Detailed soils engineering studies
will determine exact quantities and conditions of spoils. There,fore we will
outHne a number of possible options for dredge disposal and construction
methods.
The most inexpensive method of dredging the lagoon is to use dry land
techniques. CQns·truction would begin in the east basi 1'1 and progress to the
west. In the early spri.ng (February-March.) the la.goon. mouth. would be opened
and the lagoon drained. Inflowing streams would be diverted by pipe to the
ocean. stormdrains or other appropriate outlet. Groundwater would be pumped
out of the basin and. the lagoon bottom dried out. Rubber Uredscrapers or
comparabl. eqlIipment would remove thesl1tand clay layers and they would be
disposed of in one or several ways. The Silt-clay spoils must be dried prior
to disposal and, if possible the adjacent north sho.re uplands owned by Sa/Tlllis
and HPI should be used.
Once dried and depending upon" the test results of the spoils they could be:
1 h,.trucked to a santtary landfill for di·sposa 1;
2)'"infxed with fine sands and.sold or given away as structu.ra1 fill;
3) used as landscaping fill or) adjace'lt 'properties; or
16A
4) disposed of in the ocean at a site approved by the Environmental
Protection Agency •.
The preferible o'ption would be to place the spoils on adjacent properties for
landscaping fl1lshould they pass all needed tests for this use. Salllllis
Properties has offered tO,accept approximately one half million cubic yards to
fill a canyon on their property. A site is still needed for the retnain1.ng ,
500,000 to 800,000 cubic ,yards and the golf course proposed by HPI has been
su'ggested by several plan participants. Placement of the spoils on adjacent
properties would avoid the use of public roads~ If the spoils are transported
to other sites for disposal, additional equipment wi" be needed as the rubber
tire scrapers can not travel 'public roads. A fleet of dump trucks would be
used and would be loaded at the end of Lagoon Lane or other' appropriate access
points.
Both the landfill and ocean disposal options are prohib1tiv.lY.,expensive and
nearby landfills may not have the capacity for such a large disposal project.
Remixing' the spoils for use as structural fill w1l1require some additional
space but could possib.ly be feasible.
The levee for the freshwater marsh would be constructed from on site dredge
spoils and is the only feature of the lagoon project which could ·ut1lize the
clay-silt spoils. The interior of the IIIIrsh also' n,edstobe dredged to create
• bottom elevation (+2.5 ft. MSL) such that water impounded in San Marcos Creek
could flow by gravity into the IIIrsh. A suggestion for us'1ng the marsh as a
reCipient site for silt-clay spoils to raise the base leve,l would require
pumping water into the marsh, and thus increase yearly operating costs and is
not recananded.
The method for disposal fa the silt-clay layers will be determined after
elutriate, bioassay and so11 engineering tests are 'completed through the
environllllntal review, prel1m1:nary eng1nllr1ng and permit processes.
The sand layers will also require certain toxicity tes·ts but they are of
suitable size for disposal on local beaches. Elutriate tests and bulk sediment
analysis test will be required. The lagoon dredging will produce approximately
1.$ to 2.0 m11110n cubic yards of sandy Nterial. Again dry land, methods would
be employed if possible as they are less costly than dredging. The majority of
sandy spoils lie in the western basin. These would be scraped up and
transported to the lagoon mouth for placement on the beach. Depending on the
type of construction used (dry land vs. dredging) the method for placement of
the spoils on the beach may differ. If'dry land methods are used and scraping
equipnent can fit through the three bridges, the scrapers cDuld deposit sand
directly on the beach. A dirt haul road 1liiY be 'needed along the beach. If the
scrapers can't transport sand directly they would load it into dump trucks at
the end of Lagoon Lane for the east basin and Hwy 101 for the west basin or
other appropriate access points. Dump trucks would use public roads to
transport the sand to the beach. for d1 sposa 1. Some sandy spoil s wou 1 d be used
to construct th.e least tern sites in the lagoon.
Disposal of sandy dredge spoils on Carlsbad beaches is not only convenient to
the lagoon project but allows for nourishment of a badly eroded.coastline.
17A
Sand movement in this area has been 1nteruptedby the construction of Oceanside
harbor which traps southward moving sand. In addition, the sand supply has
been depleted by the danming of most river.sand streams and year round closure af many lagoons such that .sandy sediments deposit in the closed lagoon ar
behind the' dam rather than being carried out ·to sea. ' The littoral cell
'supplying sand to the Carlsbad area begins abaut San Clemente and ends about La
Jolla. Generally sand volumes are deposited onto the b~ach by ocean waves in
spring and sl.lllller and e~oded aff the beach during winter. Qepending upon the
amount of sand in the cell and the storm sizes. the width of sandy beaches in this region varies. .
The profile of the Carlsbad beaches has,been measured in 1983 and 1984 (Flick
et a 1. Seymour et a 1 ). The wi ntarof 1982-83: saw extreme. wave heights associated with E1 Nino. During the winter the large storm waves removed 200
cubic meters of sand per meter of beach, This erosion' quantity is associated
with ext'reme storm waves. The following year winter stonns removed 20-35 cubic
meters of sand per .ter of beach. These eroston losses represent more average
winter storms. .
As can be witnessed during a, trip to the South Carlsbad Beach, sand, is in short
supply and the beach is often made, up only 9f cobbles •. The dredging of Batiquitos Lagoon has as a by product the placement of as'much as' two million
cubic yards of sandy spo.ils into this littoral cell. While deposition of thi s
amount just below Oceanside harbor .progessing. southward would be favorable ,
the cost to truck this much material exceed$ the costs of dredging it from the
lagoon (,V. Hall. pers. conm.) Therefore, the placement of the material on the
beaches )1kely will begin at the mouth of Batiquitos Lagoon and progress northward. One Hkelybeach nourishmient method would be the creation of large
sand piles or dunes at the landwird edge of the beach. These dunes 'could be
progressively pushed onto the beach to nQur1s·h the intertidal area. Numerous
other methodS are possible as are various management options to increase the longevity of the sand on the Carlsbad, beaches. .
The precise method for placement of ,the sand spoils on the beach and the miles
of beaches covered will be de·termin.d through the env1ronll'lenta 1 review, preliminary engineering and pennitprocesses. Since State Department of Parks
and Recreation owns and operates most of these beaches, thetr ·concerns and
suggestions will help to determine what methods are use4. However, all cost
estimates for the lagoon proj.ect .assume that the sand spoils. will be. pl aced on
·the beach in the most cost-effective manner .• '
Several constraints must be placed on'the construction activities to protect
existing resources of the lagoon.ln order to minimize disturbance to the
lagoon wetlands. heavy equiPll'lent will enter and leave the construction area at
one ar two points where little or no vegetation is present~ Several locations
on the north shore of the eastern bast" are appropriate. Access to the western
basins will be more difficult and may ""d to be done under the Highway 101
bridge or from the f111 site in the northwestern corner of the western basin.
The b·~§·t":ning of projec'i~0~onstruc:tion l~rgely w:t1l d~pend upon the· timing ·of
penn'ft approval's and CEQA compHance. 'However the beg1'nning of construction
must be scheduled either prior to the beg~nning of the nesting season of the
lSA
Least Tern or following fledging of all chicks. The nestfng time period
stretches frOil April or May to August or September. If construction begins
anytime during this period it would disturb the terns and cause a loss of a
nesting season. 'Therefore construction .y begin in Mlrch or. October. Since
it is more difficult and expensive to construct during the wet season, a March
date .auld be preferlble. By timing the construction of the project to protect
t~e tern, the constructlon should not affect any other endangered species~
Maintenance of the Lagoon Channel
Waves such as occurred during the extreme storms of 1982-83 will no doubt occur
again. These waves have enough energy to fill the lagoon channel inlet with sand and cobbles and overcome the scouring energy of the tidal prism flowing
out of the lagoon. There are no reliable predictions for how often such
extreme storms ~uld occuri there are also no fOQlproof predictions of how wel' the lagoon channel will Mintain 1tsllf undlr nOl'"lllllw1ntlr stonn waves. In
addition. the large concentration of cobbles presently blocking, the lagoon lIIOuth is a major concern in the self maintenance of the lagoon mouth. It is
not entirely clear that the proposed tidal pr1s. will be able to consistently
push these cobbles from the lagoon Channel. Sole type of back-up system is
required to open the lagoon channel should it become clogged.
A number of different methods art possible. The Highway 101 bridge and its
supporting piers create a narrow constricted channel which does not allow for
certain types of equipment to operate las11y. Bulldozers and some dredging
equ i pmen t will not be ab 1e to opera te we 11 to ell. r the channel. The
recommended method would be the use of a drag bucket which could scoop sand and
cobbles out of the channel and redeposit thllll offshore·. There are two
alternative ways to set up a drag bucklt system.
The recoftllllnded alternative is discussed in Jinkins I Skelley (1986). The
following excerpt describes the system.
·Drag buckets have been used succlssfully in both inlet lIIIintenance and
beach nourishment from offshore dlposits. Thl best design has been the
Sauennan drag-scraplr. It 1.s a bottomless bucket with three vertical sides,
a lid. with a front side open to the scraping direction and a backside:
that is clOSed. The bucket 15 dragged seaward through the inlet by a shore
mounted wi.nch operating an endless loop drag-cable system to a block and
tackle IIOOred offshore to the bottom. As the bucket is dragged seaward,
it fills wi.th sediment until reaching capacity. On the return haul to
shore. the contents of the bucket are deposited out the open end at the
point of reversal.
·Considering the inlet dimensions at Bat1quitos. as well as the volume
of sand that had to be excivated to reopen. the 1 agoon "in September 1985, it
is estimated that an inlet bar would typically comprise about 300 cubic
yards. Practical experience has shown that 300 round trips of the bucket
are feasible per day. Therefore a 3 cub1.c yard capacity bucket WOuld allow
clearing of the inlet in abqut 1/2 day. This would ~uire a 260 ,horsepower
winch to drag a bucket of this size. The block and tackle should be
anchored seaward of the mean shoreline by about 850 ~eet in order to avoi d
19A
seasonal burial by bar f.ormations. A 350 pound Danforth anchor woul d
provide I 7 kip mooring with a 2: 1 safety factor for the bloc·k and tackl e.
The block Ind tackle is secured to the anchor using· a length of pig-tail
sufficiently long to reich the surface at the moori"ng pOint. A marker float
is attached to the block and tackle at the pig-tail~ Th. endless loop drag
cable ~st be recovered upOO ~ompletion of ·the scraping oper.at10n. This
involves I small boat recovering the marker f1olt. ~aising the block and
tackle to the surface. and disconnecting it frdlllthe pig-tail. The drag
cable Ind block Ind tickle are then retrieved by using the shore mounted
winch. The pig-tail and anchor are left on the bottom with the mark~r float
attached for future relocation. To initiate scraping operations., a
polypropylene rope ~st be brought out from the shore to the marker float.
There a small service bOlt is anchored. USing the propylene line a winch on
the service boa.twill haul the drag cable and bloc:k and tackle. assembly out
to th4! mooring site. The mar~er flo.t 11ne is used to retrieve the pig-tail
and reattach the block and tackle. Th15 procedure requi res rel'a·tfvely calm
seas to initiate. Furthermore recreational swillllli.ng ~st be prohibited 100
feet to either side of the drag cable during scraping operations.-
This system wou.ld only be set up when needed and fs relatively i·"expensive to
operate. The shore mounted winch would' be Jocated o.n the fill 'site at the
northwestern corner of the western lagoonbasfn. The drag bucket sys.tem would
be able to remove both sand cobbles from the channel •. The drawback to this
system is the hazard it poses to swimers when ·the cable is in use and its
limitations for use in heavy seas.
The second alternative involves constM.lct1.on of a pier for use as a base for a
drag bucket $,Ystem. This alternative· fnvolves:
-This approach would build a short pfer, 400 feet in length and parallel to
the axis Qf the inlet chan,nel. The pier should extend 300 feet seaward and
100 feet into the lagoon channe·l. The deck Qf th1.S pier would be at the'
elevation ofthl Highway 101 bridge, +19 feet MSL, ·and should provide access
to the highway for a mobile crane. The mobile crane is operated on the deck
of the pier and is used to drag the Sauerman bucket. seaward to perform the
scrapir:tg operations in the inlet channel. The scrapi,ng . operation
COuld be performed fro. the pier in higher sea states than cou1d the drag
cable method, and would not involve the potential hazard to ·the swinne.rs
associated with the drag cable. The pier could be used ~s a recreational
fishing pier when scraping operations are not being perfdrmed. The
estimated cost in building such a pier is $2,000 per foot, or a· total of
$800,000.·' ' .
. The disadvantagtts'of this 'system are its high 'construction costs" high'
maintenance costs and the need for a publ1cagency to operate the p4er and
accept ownersh1.p and liability. For thlse. reasons· this plan recomnends the use
of the first alternative, a clrag bucket syst .. using an offshore bottom moored,
block and tackl ••
20A
Altern .. tivePl .. ns
The primary differences between Alternatives Two, Three and the preferred
Alternative is the size of the proposed tidal prism and thus the dredging
requirements and the acreage of intertidal and subtidal habitats. Most of the
features of the plan --construction methods, maintenance of the lagoon
channel, sediment control program, public access trail, lagoon ownership and
'management,operation and ma1ntenance and monitoring program remain the same
for all three alternatives. The habitat acreages f6r the freshwater marsh,
Least Tern nest sites remain the same as the, preferred alternative. The
acreage of salt/brackish marsh differs slightly due to differences in the
dredging proposed for th~, far western basin. Therefore, the following
discussion will focus on the major differences between Alternatives Two and
Three and the Preferred A 1ternat'ive.
Alternative ,Two
This alternative wuld have a potential lilian diurnal tidal prism of 60 million
cubic feet and a potential perigean spr1.ng tidal prism, of 89 million cubic
feet. This size tidal prism lilY not necessarily be la-rge enough toma1ntain an
open lagoon .ntrance channel against large storm waves.' As outlined for the
preferred alternative, the estimation of closure conditions' for lagoon and
estuary entrances is not an exact pro~es's. As illustrated in Figure 7,
Alternative Two appears' to fall in the -never closed-portion of the graph.
However. this 11ne of separation is only approxillllte. The mininun tidalp,rism
needed to keep a coastal lagoon -always open-can only be estimated within a
factor of two. Should thJs line be offset by a factor of two, Alternative. Two
woul d border on the -infrequently closed-category. There is not as IIIIch
assurance that this size t1da' prism will sustain an open lagoon channel as
there is for the preferred alternative.
The hydrodynamic model was used to est1mate the d1 fferences 'between the actua 1
and the potent1al diurnal tidal prism. The model found the difference was
small, approx'imately 5S.
Consistertt with the model findings, Alternat1ve Two proposed very limited
dredg i ng in the far western basi n. A subtidal channel wou 1 d be dredged but the
area to the south of the channel would be left as would a portion of the area
to the north of the channel. The IIOdel showed not sign1ficant dampening of
tidal flows with this configuration.
The dredging of the lagoon under Alternative Two would remove approximately 2.1
m11110n cubic yards of .. terhl. The cross-sections of the lago'o" would '
resemble those for the preferred alternative (Figures J and K) excepting the
intertidal zone wuld increase in size slightly and the subtjdal zone. would,
diminish in width slightly. The dredging is designed to conserve most of the
existing -.rsh·acreage. Tida' heights in the lagoon under Alternative Two
would approximate those created under the preferred alternative.
The cross-sectional area of the entrance channel would be about 1500 square.
, feet below MSL. The side slopes would be riprap lined at a 3:1 slope through
the beach to the rt.LW l1ne. The piers on the Highway 101 bridges would require
fortification and protection from undercutting'.
21A
Alternative Two would create the following habitat acreages:
Subtidal Habitat
Intertidal Habitat
Salt/Brackish Marsh
Freshwater Marsh
Least Tern nest1.ng sites
Total
111 215'
143
33
34
596 acres
The distribution of these acreages is 111ustra·ted in F1.gure N.
Alternative Two would create a larger 1nteriidalhabita:t and smaller subtidal
habitat than the preferred alternative. This difference would c;reate a larger.
area of habitat for intertidal invertebrates and thus i largerfeedlng habitat.
for migratory shorebirds, residentlago'on 'bird species and some .~aterfowl. The
subtidal habitat would allow a sN11e .. area for ocean anq estuartne fish
species, subt.1dal zone invertebrates and diving ducks; gulls and terns. The
acreage of other habitat types does not differ apprec;iably from the preferred
alternative.
The prfmary drawback to Alternative Two is the uncertainty rfgardfng the. size
of the tfdal prism and its a~equacy for maintaining an open lagoon channel.
Wfth the slightly larger tfdal prism of the preferr.d alternative, the
assurance of retafning an -always open-inlet is greater.
Should the lagoon mough close fn larger storm waves.; it could be several days
to several weeks to reopen the mouth using the drag bucket system proposed.
The drag bucket system cannot be used in heavy seas and could not be 'operated
untfl calm weather prevailed. If ,several storms Occur in a row, the delay
could reach several weeks. The delay .could reach an even larger time period
should equf JJlM!nt failures or person.nel problems ·occur.· . :
Ouri-ng the time the lagoon is closed, ttle ,w4ter fn it w111 be trapped as will
fish and other aquatic organfsms. If impounded for any length of time,
disso hed oxygen 1 eve 1s 1 n the lagoon cou ld· drop·, a,l gae b1 coms cou 1 d 1 ncrea·se t
as would nutrients. sal1nityand temperatures.. The fish arid other aqua,tic
creatures would eventually die. This problem should.generally be avoided by
assuring a larger tidal pr1sm to help maintain the lagoon' opening.
Alternatfve Three
Alternative Three has a tidal prism which is consfderabJy smaner than either
Alternative TWQ or One. The potential mean diurnal tidal prism would be 46
million cubic feet. The smaller size of the tidal prism is not large enough to
maintain a lagoon opening aga'fnst largew1nter stormwave·s. As figure 7
indicates, this alternative fs within the area of the graph for la.goons that
ar~ -always open-. However, since this estimate is approxfmate and. could be
offset by a factor of two, this alternative would then become -infrequently
close~~,~. There is very, .... Httle assurance that· the lagoon inlet will remai.nopen
most of' the time for Alternative Three. .
22A
The hydrodynallic IIIOdel was used to estimate the differences between the actual
.nd the potential diurnal tidal prism. The model found the difference was
small. about SS.
The dredging of the lagoon under Alternative Three would remove about 1.3
min ion cubic yards of IIIIteri.al. A large portion of the dredged area would be
1 ntert 1 da 1 wi th a wi de s~bti da 1 channel_ runni-ng the 1 ength of the 1 agoon. The
dredging is designed. to conserve most of the existing marsh acreage. A limited
area of dredging is proposed for the far western basin. Tidal elevations' in
the lagoon under Alternative Three would approximate those created under the
Preferred Alternative (see Table 19).
The cross-sectional area of the entrance channel below MSL would be about 1200
square feet. Side slopes would be 3:1 and lined with riprap through the beach
to theMLLW 11ne. As with Alternatives One and Two, the piers for the Highway
101 bridges will require fortification f1"Oll undercutting.
Alternative Three would crea-te the following habitat acreages:
Subtidal Habitat-
Intertidal Habitat
Salt/Brackish ",rsh
Freshwater Marsh
Lest Tern Nest1-ng Sites
Total
71
315
143
33
34 -596 acres
The distribution of these acrages is illustrated in Figure O.
Alternative Three would create a very large are. of fntert1dalhab1tat and.a
small area of subtidal hab1ti·t. Thi.5 plan would s1gnificantly1ncrease the'
habitat are" for interti.dal inverttbrlte$ and feeding area for migratory
shorebirds. resident lagoon speci.s I"d some waterfowl over the preferred
alternative. Subtidal acreages would allow for a decrease in this habitat over
the preferred alterna·th. with attendant decr,lses in proposed o~ean and
,st~ar1ne fish habitat and feeding arel for diving ducks. gulls. and terns.
The acreage of other habitat types fs about the same as the preferred
.1 terna tive.
Atternativ. Three would not create In adequate tidal prism to assure that the
lagoon chl.nn.l would .remain openfn most large storms. Considerable effort
would be n.eded to keep the. lagoon funct1.oning IS a tidal system. Thedrag
bucket system .,uld have to b. used frequently and lon_g delays in reopening the
lagoon lIIOuth would occur. It might prove useful to use a different channel
maintenance system for this alternative. such IS the pier Ind drag bucket
system. This other system does not require calm weather for its operati_on and
could more effectively .inta·in the channel under this alternative.
Since lagoon closure would be more frequen.t under Alternative Three. the
problems associated with this condition would be more pr,valent. Unless a more
effic1ent channel maintenance system were installed, closure periods could be
quite lengthy. The actuatic organisms trapped 1ns1de the' lagoon ~ould undergo
23A
stress as teq,eratures and salinity increase, dissolved oxygen' deerea.!es and
algae blooms .and nutrients 1'ncrease. Many fish and oth~r creatures eouid die
as the lagoon conditions change from a tidilly flushed sys,tem to an impounded
system. Under thfs alternative, the only way to avofd these problems is to
install a ver,y efficient lagoon maintenance system and have the funds and
personnel avaflable to run ft.
No Project Alternative· .
The No Project Alternative would l,ave the lagoon in its present state wi-th'no
enhancement. The lagoon would continue to function as a seasonal wet1and and
be dependent upon freshwater inflows for its pr1mar,ywater source. The water
quality problems which currently exist would continue. Probably the greatest
change which would occur, barring any other enhancelllfnt proposals, wou,lq be the
slow f1111 ng of the lagoon wi ~h sedf mant.Ourf ng Novemb~r and December of
1985, portions of the east basin 'were covered with .4 to .7 feet of new
sedfment. As the watershed continues to develop and upstream grading and
agricultural practices remain relatively unchang.d, the lagoon will continue to
fill with sediment. Eventually" much of the elS,tern b4sin may be rarfsed to
sufficient elevation that marsh will replace sand/mud flits. IJ sediment
deposi ts are great enough, they could increase elevations such that 'ri parian
,trees will replace sa 1t and bracki sh marsh "as 1,s now occurr1 ng at the mouth of
Encinitas Creek. Although the lagoon WOuld not loose habitat area, the types
of habitats may change.
24A
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BATIQUITOS LAGOON ENHANCEMENT PLAN
fiG, I PREFERREDAL TERNA TIVE
~ EXIITING IEDIM.NT BAlIN'
o SEDIMENT BAliN PROP08ED IN THII PLAN
c::) IUBTIDAL ZONE(-I.O It.-I.' ".,NGVD) o INTERTIDAL ZONE(-I.' fI.-I.O ,t.,NGVO,
• -IALT MARIH
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LEAST TERN 'ITI!'
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• SEDIMENT'BAliN PROP08ED BV OTHERDEVELO,.MENTI ~ IRACKIIH/fRElHWATER MARSH
_ RIPARIAN ----WETlAND BOUNDARV
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BATIQUITOS LAGOON ENHANCEMENT PLAN
fIG.N PLAN AL lERNA liVE NO. 2
~ EXlaTINO aEDIMENT 8A81N
o aEDIMENT 8AaiN PRoPoaED IN THla PLAN
aUBTlDAL ZONE(-I.O ft.-2.1 f,.,NOVD)
INTER'TlDAL %ON£(-2.1 ft.-Z.O ft.,NOVD)
aALT MARSH
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LEAST TERN slTea
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• 8EOIMENT BAalN PROPoaED BY OTHER DEVELOPMENT.
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RIPARIAN
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BATIQUITOS LAGOON ENHANCEMENT PLAN f:lrJ
CE fiG. 0 PLAN ALTERNATIVE NO.3
~ EXISTING SEDIMENT BASIN
o SEDIMENT BASIN PROPOSED IN THIS PLAN
• SEDIMENT BASIN PROPOSED BY OTHER D-EVELOPMENTS
Q SUBTIDAL ZONE(-I.O 11.-2.5 tI.,NGVD) ,0 INTE~TlDAL ZONE(-2.5 11.-2.0 U.,NGVD) c.m SALT M:ARSH
& BRACKISH/FRESHWATER MARSH
• RIPARIAN
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__ ---WETLAND BOUNDARY
EXHIB IT B
DEFI NING SU PPORT TO BE PROVIDED TO CARLSBAD BY BOARD TO ACCOMPL I5-H
BA TI QU nos LAGOON ENHAN CEMENT PROJE CT
1. Statement of Purpose
This Exhibit constitutes a separate agreement between the City
of Carlsbad (CARLSBAD) and the City of Los Angeles acting by and
through the Board of Ha rbO r Coinmi ss i Ohers (BOARD) to specify the
payment and support obl.igations of BOARD to CARLSBAD pursuant to
the Agreement for the marine habita-t enhancement of Batiquitos
Lagoon (Principal Agreement) t'o which thi s Exhibi,t is attached.
It is the intent of this Exhibit to require the BOARD to pay ai 1
direct and indirect costs incurred by CARLSBAD as requited by the
Princi pal Agreement and to provide all support requi red by
CARLSBAD in order for CARLSBAD to' perform its obl iga\:ions under
the Pr inci pal Agreeme nt provi ded CARLSBPDagrees that BOARD I S
responsibility to reimburse costs CARLSBAD has incurred shall
canrrence only after the moni es depos i ted by PACIFI C TEXAS into
the Escrow Account under the tenns of Cali forni a Coasta 1
Commission Pennit No. 5-85-623-A hav,e first been expended subject
to the provisions of Section 5(b) of-the Princi'pal Agreement.
2. Processing of Environmental Documents and Permits
a. Subject to exhaustion of the above referenced Pacific Texas
deposit, pursuant to Section 2 of the Principal Agreement
BOARD shall pay all costs directly or indirectly incu,rred QY
CARLSBPD1S processing of any pennits, approvals,
entitlements, or reports for conSideration by CARLSBAD or any
other 1egi sl ative or adm,ini strative age,ncy provi ded, hm'/ever,
Project t·lanager must approve in advance -expend; tures of mOTe
than Ten Thousand Dollars ($10,000). Such tosts shall
include, but not be 1 imited to, the salaries of any CARLSBAD
employees, fees for consultants or special counsel, and cost
of providing publ ic notices and any overhead. '
b. In accordance with Section 5'(a) of the Principal Agreement
and subject to the exhaustion of the above-referenced Pacific
Texas deposit, BOARD shall pay CARLSBftl) its costs as defined
in thi s Agreement after fi rs't providi ng 'Project Han'ager a
monthly itemized billing detailing services provided and
costs-incu,rred. CARLSBAD shall account to BOARD for all
costs incurred upon canpletion of the tasks aSSigned to
CARLSBAO under Section 2 of the Principa,' Agreement.
-1-
c. Process i ng and cons ideration of envi ronmenta 1 documents
shall be done pursuant to CARLSBAD and applicable state and
federal law.
3. Project Construction
a. The obligations regarding Project's design and construction
are generally set forth in Sections 3, 4 and 5 of the
Principal Agreement. BOARD shall indemnify CARLSBJlD for any
di rect or indirect costs incurred by CARLSBAD; n the
performance of CARLSBPD"S obligations under Sections 3, 4 and
5 of the Principal Agreement. Such costs shall include, but
not be limited to, the salaries of any CARLSBAD employees,
. fees for consultants or special counsel, and cost of
provi di ng publ ic nottces and any overhead. ,Construction
shall be accomplished according to the provisions of the
CARLSBAD Hunicipal Code and applicable state law. Contracts
shall be awarded pursuant to the law and policies appl~cable
to other public works projects of CARLSBAD.. Contracts' shall
be between the CARLSBAD and selected Contractor(s). The
contract for construction will be awarded to the lowest
r~sponsible bidder. CARLSBAD understands that pursuant to
the Principal Agreement, BOARD reserves the right not to
proceed with Project's construction. CARLSBAD agrees that
Project bidders shall be infonned in the Construction
specifications that CARLSBAD 'reserves the right not to award
a contract for any reason. CARlSBJ1JJ also agrees that 00
contract will be awarded and all bids Wlll be rejected if
BOAro is not willing to proceed with the Project. If a
contract is awarded, CARLSBAD wi 11 be reimbursed its, costs
associated with construction and the construction contractor
will be paid from the funds described in Section 5(b) of the
Principal Agreement. '
b. The following resources will be provided to CARLSBPD by
BOARD under the provisions of this Exhibit and Sections 4, 5
and 9(a)(i) of the Principal Agreement. '
I. A full-time Project Manager dedicated to the Project
fran the ini tial envi rohmental revi ew stage through to
the completion of the construction phase of the '
Project's implementation program. The Project Manager
shall be selected by mutual written agreement of
CAR.SBPD and BOAro fran <l list of qualified applicants
prepared by BOARD. With the written approval of
CAR.SBJ1JJ, BOARD may, fran t iine to tiine,' repl ace the
Project Manager with an individual whose qualifications
and/or experience are best Stiited for the particular
phase of the Project. The Project Manager shall report
to and take di rection fr!ll1 the CARLSBPD City Council as
implemented through the CARLSBAD City Hanager or his
designee, provided, however, CARLSBAD agrees that it
-2-
will at all times consult with BOARD if BOARD expre~Ses
any concerns regardi ngthe project and will implement
all requests of BOARD unless it expressly finds ~uch
requests are unreasonable. The Project Manager shall
comply with all laws, rules and policies of the City of
CARLSBPD and may be renoved bY BOARD or the CARLSBAD
City Council, after consultation with BOARD, if his/her
performance is in any'respect unsatisfactory. The
Project Manager shall be provided appropriate office
space and facil ities, if ava ilable, (phone, copier,
files, etc.) by CARLSBAD. If leased space or equipment
is necessary, the cost shall be paid by BOARD. The
Project Manager may augment hi s.jher staff in the manner
set forth in his/her agreement wi th BOARD fran time to
time as appropriate (e.g., clerical support). The
Project Manager1s duties and responsibilities S'hall
include,-but are not necessarily limited to:
(A) Managing consult'ants required to accanplish any of
the preliminary design, environmental review,
design, permit processing; or construction
management activities. .
(B) Preparing staff reports for andschedullng actions
by CARLSBAD or BOARD including consul tant
selection, advertisement, bid opening and contract
award.
(C) Processing invoices,. VOUChers'; etc. for timely
payment by BOARD.
(D) Proc~ssing progress payments to contraGtor(s).
(E) Preparing progress reports to CARLSBAD and BOARD
as appropriate. Establishing and maintaining a
publ ic information program on status of Project.
(F) Preparing and submitting permit applications.
(G) Supervis ing cl erical employees, inspectors,
construction managers, surveyors ·as may be
required.
(H) Processing contractor payments, claims, change
orders, stop notice's, .etc. during the construction
phase for action by CARLSBAD.
(I) Coordinating Project events V/ith CDFG, PWS, NNFS
CARLSBAD, and BOA~ staffs.
The Project r·1anager shall, subject to the di rection of
control of CARLSBAD and BOARD as described above, have
-3-
complete authority to carry out the Batiquitos Project
provided, however, that the Project Manage.r shall have
no ~uthority to commit CARLSBAD or BOARD t6 the payment
of any money or the perfonnance of any act wi thout the
appropriate prior approvals.. All contracts entered ·into
by the Project r'lanager shall be let and administered
according to CARLSBAD law and policy or state law as
appl icab1e to CARLSBPD.
II. Reimbursement fot CARLSBAD employee salaries and
expenses directly related to Project's implementation
upon rece ipt of monthly certifi ed staterrents.
III. Funding fo.r consultants hired to accomplish preliminary
eng i neeri n9 stud i es, envi ronmenta 1 revi ew, obta i·nirig
permits, final desi.gn, entitlements, or approvals.
IV. Hi.ring and funding of neoessary inspectors, surveyors,
resident engineer(s), contract admini'strator(s) for the
construction phase of the project.
V. Ne ces s a ry su p po rt from BOARD s ta ff reso u rces ;'nc1 udi ng :
(A) BOARD'S Pacific Texas Project Managers
(B) Envi rormenta1 speci a1 i sts
(C) Engineering review of preliminary and final
project designs, estimates, schedules and
calculations
(D) Legal assistance
VI. Furnishing all plans and specifications for
construction of the Project.
c. Contracts necessary to implement the Batiqu1tos Project
shall be entered into by the City of CARLSBPD in confonnance
with its app1 icab1e 1 aws and regu1 ations. Contract expenses
shall first be paid fran the Fifteen Million Dollar
($15,000,000) Pacific Texas deposit (Twenty~·lillion ,Dollar
($20,000,000) deposit if the project costs exceed Fifteen
Hill ion Dollars). If the Batiquitos Project costs exceed
Twenty Million Dollars ($20,000,000), then BOARD agrees to
pay the excess amount provided, however, if BOARPdisputes
the appropriateness of any such costs, whether rrore or less
than Twenty '·1i11ion Dollars ($20,000,000) then CARLSBAD
agrees not to pay such costs so long as 'BOARD defends and
indemnifies CARLSBAD agai nst any rel ated 1 itigation and
provided further such costs sha·ll be payable only frQTI the
Harbor revenue fund.
-4-
d. CARLSBAD and BOARD assume that any property rights which are
necessary to undertake the project will be acqui red 'by
voluntary dedication or purchase. If it is n~ce~sary to
condemn any interests in land to undertake the construction
.or maintenance of the Project, CARLSBAD agrees it will file
and pursue to judgrrent the necessary condemnation action and
BOARD agrees that the costs of such s'uit and the judgment
shall be paid in the same manner as any other project related
costs under this Agreement.
e. CARLSBPJ) shall first be reimbursed for proJect related costs
from the fund deposited with the Coastal Commission in the
manner as the Commission staff, CARlSBPJ) and :BOARD shall
agree. If and when this fund is exhausted, GOARD shall
reimburse CARLSBAD for all costs \'iIich this Agreement covers
v/ithin thirty (30) days of receiving a monthlY certified
statanent frOO1 CARLSBPD •. As mentioned above, if BOARD
di sputes any costs eTai med by consultants or contractors,
CARlSBPD shall not pay such costs so long as BOARD defends·
and indemnifies CARLSBAD from any resultin,g. lawsuits.
f. To the extent that services are not provided by a Project
Manager CARLSBAD may hire and pay for consultants, surveyors,
resident engineer(s), contract qdministrator(s), legal
counsel and experts, deemed necessary by CARLSBAD to
accomplish its obligations under the Prin.ci'pal Agreement.
However, before independently retaining such consultant
CARLSBAD agrees to, firs t make written request to Project
~1anager and BOARD to provide the needed services. To the
extent that the payment for these persons i'snot addressed by
the funding and payment provisions of the Principal
Agreement, BOARD shall upon receipt of a written statement,
reimburse CARLSBAD for any payments made by it.
4. Hold Harmless
a. BOAro shall defend, indemnify and hold hannle.ss CARLSBPD and
the State of California (STATE) from any and all claims,
liabilities, damages, losses or causes of action, of whatever
nature (contractual, tortious, or otherwise) resulting or
arising frOO1 the performance of the Principal Agreement or
this Exhibit unless the claim, Hahility,. damage, loss or
cause of action arises solely fran the intenti.qnal actions of
CARLSBAD or STATE. BOARD wi'll be responsible for all
litigation which may arise out of any of the construction
contracts and for resolving or attempting to resolve all
cla ims. arts ing out of the cons truction contracts. CARLSBPJ)
shall not be responsible for payment of any cost overruns; to
the extent that the cost of construction exceeds the funds
depOSited, BOARD shall indemnify CARLSBAD. The provision is
intended to Qb 1 i ga te BOARD to protect arid defend CARLSBAD and
STATE and to pay any settlement or judgment against CARLSBAD
-5-
or STATE resulting from the performance of the Principal
Agreement or this EX.hibit unless CARLSBAD or STATE
intentionally fails to perform their express obHgations and
the failure is the sole cause of the damage, injury or loss.
b. It is agreed that any claims arising from this Agreement and
the Lagoon Enhancement Project will be treated as falli ng
under the California Tort Claims Act Government Code Sections
810 et seq. and that the City of CARLSBAD, City of Los ,
Angeles, and STATE their Boards, officers and employees will
raise all applicable immunities and defenses if a claim i.s
filed against any entity.
c. The bidding contracts and specifications entered into
between CARLSBAD and the necessary contractors and
consultants will all have the following provisions provid'ed,
hO\'/ever, that if it is not possible for a prospective .
consul tant or contractor to reasonably meet one or more of
the insurance requirements, then CARLSBAD, after consultation
with BOAR) may waive the requirement. Before any such wa.iver
shall be granted, BOARD shall first"be provided ali
opportunity to itself purchase additional insurance if it
desires.
I. Indemnification and Insurance.
The contractor or consultant retained pursllant to thi s
Agreem'ent shall at all times rel ;'eve, indemnify, protect
and save harmless (1) the Cities of Los Angeles
(including its Harbor "Department) and CARLSBAD (CITIES)
and (2) the State of Ca.1ifornia (STATE) and any and all
of their boards, officers,agents, consultants and
employees from any and all claims and demands, actions,
proceedings; losses, liens, costs and judgments of any
kind and nature whatsoever, including expenses 'incurred
in defending against legal actions, for death of or
injury to persons or damage to property including
property owned by or under the care and custody of
Cities or STATE and for civil fines and penalt.ies, that
may arise frcm or be caused di rettly or indi rectly by:
.(A) Any dangerous, hazardous, unsafe or defective
condition of, in or on the premis~s which are the
subject of this Agreement of any nature v/hatsoever,
which may exist by reason of any act, omiss;'on,
neglect, or any use or occupation of the premises
by Contractor or Consultant; its officers, agents,
"employees, subcontractors or subconsultants or
consultant.
(8) Any operation' conducted upon or any use or
occupation of the premtses by Contractor or
-6-
Consultant, its officers, agents, employees,
subcontractors or subconsultants unde'r or pursuant
to the provisions of this contract or otherwise;
(C) Any act, omission or negligence of Contractor or
Consultant, its office:rs, agents, employees"
~ubcontractors or subc'ollsu 1 tantsrega rdless of
whether the negl igence of the City of CARLSBAD or
the City of Los Angeles or STATE contributed to
such act or fa il ure to act;
(D) Any failure of Contractor or Consultant~ its
officers,. agents or employees to comply with any of
the tenns or condj tions of this contract or any
applicable federal, state, regional, or municipal
law, ordinance, rul~ or regulation; ,
(E) The conditions, operati.ons, 'uses, occupations,
acts, omissions or negligence referred to tn
Subdivisions (1), (2)" (3),and (4), existing or
conducted upo n or ari sing fran the us e or
occupation by Contractor or Consultant on any other
premises within the City of CARLSBftD related to
this Agreement.
The Contractor or Consu ltant al so agrees to
indemnify CITIES and STAT~ and pay for all damage
or loss suffered by CITIES and STATE including but
not limited to damage to or loss of CITIES' or
STATE's property caused by or a,rising out of the
conditions, operations, uses, occupatfons, acts,
omissions or negligence referred to in Subdivis'ior'ls (A), (B), (C), (D), and (E).
The 'Contractor or Consultant agrees that it \'/111 maintain
the insurance specified in the contract. All such insurance
s hall be written at su ch 1 imi ts and wi th such c~pa,ni es as
are acceptable to CITIES and STATE and the Contractor or
Consultant shall provide CITIES and STATE with proof of said
insurance as specified below.
I I. Workers' Compensat.i on.
(A) The Contractor or Consultant will be required to
secure the payment of compensation to its employees
injured while perfonning work or la'ber necessary
for and incidental to performance under this
Agreement in accordance wi th the, provi si ons of
Section 3700 of the Labor Code of the State of
Cal ifornia.
-7-
./
.~
(B) The Contractor or Consultant shall file with
CITIES one of the following: 1) a c~rtificate of
consent to sel f-i nsure. i·ssued by the Dtrector of
Industrial Relations, State of Califo.rnia, 2) a
certificate of Workers' Compensation insurance
issued by an admi tted insu rer, or 3) an exact copy
or duplicate thereof of the policy ce.rtified by the
director or the insurer. Such documents shall be
filed prior to commencing the work of this
Agreement.
(C) Where the Contractor or Consul tant has anployees
who are covered by United States Longshoremen and
Harbor Workers' Compensation Act cove'rage, the
Contractor or Consul tantmust furnish proof of such
coverage to the satisfaction of CITIES. It is
suggested that the bidder consult its insurance
agent to determi ne whether its proposed
construction methods will render its employees
subject to coverage under .the Act.
III. Liabil ity and Protection and Indemnity Insurance.
(A) The Contractor or Consultant shall fU'rhiSh a
policy of comprehensive general liability
insurance, including endorsements for contractu.al
1 i abi 1 i ty assumed, and automobj 1 e 1 iabi 1 i ty
insurance, in which CITIES and STATE, ·their boards,
officers, agents, and employ~es are named insureds
or are incl uded as addi tionai insu reds wi th the
Contractor or Consultant. Contractor shall also
include an endorsement for products and canp.letect
operations insurance. Consultants shall provide
errors and omissions insurance. The canprehensive
general liability policy shall fully protect and
save harmless the addi tional i'nsu reds fran any and
a 11 cl aims for damages for bodi ly injury, including
wrongful death,. as well as fran claims for property
damages ,whi ch may arise from· operations ui1~er and
.in connection with this contract,whether such
operations be by the Contractor or Consul talit o.r by
any subcontractor or subconsul tant or anyone
directly or indirectly employed by either of them
and whether liability is attributable to the
Contractor or Consultant o'r any of the 'named
insureds. Such policy shall protect the City of
Los Angeles and its Harbor Department and the City
of CARLSBPD and the STATE their officers, agents,
and employees while acting \'1ithin the scope ·of
their duties, against all claims arisi·ng out of or
in connection with the work.
-8-
(8) The minimum limits of Liability Insurance shall be
the 1 imi ts nonnally carried by the Contractor ,or
Consul tant but not 1 ess than $15,000 ,000 combined
single limit for property dam'age and-bodily injury
including death (or such other amounts as· CITIES
may specify). If the submitted pol ici-es contain
aggregate 1 imits the Contractor or Consul tant shall
provide evidence of insurance protection for such
limits so that the required coveroge is not
diminished in the event that the aggregate Hmits
become exhausted. Said limit shall be withOut
deduction, provided that CITIES and their des ignee
may permi~ a deductible amount when, in their
judgment, it is justified by the' financialcapqcity
of the Contractor or Consul tant. .
(C) Nothing herein sha,ll be construed as 1im-iting ion
any way the extent to which the Contractor or
Consultant may be hel d legally respons ible for
damages to persons or property. .
(D) ,When the work of this speCification requires the
use of watercraft, the Contractor or Consul tant
must add; tional1y provide protect;-on and indemnity
insurance in the amount of $15,QD.O,.OOO-combined
single limit for marine li,ability subJect· to the
same terms as in A, Bt and C abdve.,
IV. Comprehensive and Special Hazard Insurance.
(A) During the progress of the wor,kunder th.is
contract and until its final acceptance, the
Contractor or Consultant responsible for the'work
s hall have the charge anq care' thereof and shall
take every necessary precaution against injury or
damage to any part thereof by the acti-Cm of the
elements, or from any other cause whatsoever
whether ariSing frail the executi.on or fran the
nonexecution of the work.
(8) The Contractor or Consultant,Y'esponsible for the
work shall, at its expense, rebuild, repair,
restore and make good all injuries or dama.ges to
any portion of the work from any ~ndall causes
before its cailpletion and final acceptance, and.
shall deliver the work completed in accordance with
the tenns of the Contract.
(C) The Contractor or Cons·ul tant responsi bl e for the
work is encouraged (but is hot required) to obtain
comprehens ive insurance coveri.ng the full insurable
va1u~ of the work and providing protecti-on during
-9-
construction against perils of thEl elements,
va nda 1 ism, rna 1 i ci ous misch i ef, and to guarantee the
Contractor's or Consultant's ability toperform any
restoration requi red. The Contracto.r or Consul tant
may al so need to insure against any special
construction hazards peculiar to the '\'1ork.
V. The special i nsur&nce endorsement attached hereto a~ ,
Attachment B-1 shall be made ava Hable to Co'htractors
and Consultants to satisfy the insurance requ i rements
described above.
VI. The bidding specifications shall require a$ a condition
precedent to beginning any work that the contractor
selected to perform the \'Iork provide a pe.rformance bond
in the amount of 100% of the value of the work and a
payme nt bo nd i Ii the amount of 50% of the va lu e of the
work.
d~ Insurance Documents and Submittals.
I. All required insurance sha 11 be transmi tted to the
Project Manager wi thin thirty (30) days of award of
contract for approval by CITIES.
II. The approval of insurance by CITI.ES shall be a
condition precedent to the right of the Contractor or
Consul tant to demand or receive payment for the work
under the contract requi ring such insurance. No request
for payment will be processed until therequi red
insurance has been approved by CITIES and no Not ice to
Proceed will be issued until such approval has been
given.
III. Contractor or Consultant sh'all SUbmit two "c;ertified
duplicate" copies of all policies of required insurance
wi th personally executed signatu'res of authorized agent
or representative. Facsimile Signatures wi.ll not be
approved. IN LIEU OF CERTIFIED .DUPLICATE aJPIES,
CERTIFICATES OF INSURANCE INDICATIHG THE REQUIRED
COVERPbES WILL BE ACCEPTED IF THE SPE:CIAL ENDORSEf.1ENT
APPEARING IN THE INSURMCE REQU.IREMEUTS SECTION OF THIS
SPECIFICATION IS EXECUTEDAAD A1TA01ED TO EAQ-I OF THE
DUPLICATE CERTIFI CATES. (Attachment B-i)
IV. Liability and protection and indemnity policies shan
name as additional insureds the Cities of Los Angeles
and CARLSBJ'lD and STATE, their boards', officers, agents,
and employees, and r.1ust contain a noncancellation clause
exactly as fol lows:
-10-
IIIt is agreed th~t the insurance provided herein
wi 11 not be cancelled or reduced in amount until
the Board of Harbor Commissioners and the City
Attorney of the City of Los Angeles and the City
of CARLSBAD and its Ci ty Attorney have been given
30 days notice by certified rna i1 • II
Such policies shall contain an endorsement
substantially in the fonn .of Attachment B-l.
e. Indemnity After Land Interests Transferred.
The STATE agrees that once it oocanes the holder -of the
necessary land interest in the Lagoon arid CDFG or any other
STATE agency begins to maintain the Lagoon, the City of Los
Angeles shall no longer have an obligation to indemnify the
STATE for any incidents occurring at the Lagoon thereafter.
5. Records and Accounts.
CARLSBAD through the Project Hanager agreeS to maintain all
books, accounts and other records (llrecords ll ) related to tMs
Agreement. These records shall be subject to exami nation, audi t
and transcription by BOARD and any bond trustee associ~ted with
bond funds expended on the project. These records shall be-
reta ined for at 1 east four years following the term of thi s
Agreement. Upon request in writing by the Executive Director of
the Port of Los Angeles or Bond trus-tee or their deSignated
representative, CARLSBAD shall furnish a statement of the exact
location of all records and the name and telephone number of the
custodian of these records. _ The statement shall be submitted
within fifteen (15) days of the request and shall contai-n such
detail and cover such period of time as may be specified in any
such request.
6. City Approval.
Uhenever approval of CARLSBAD is required under the Principal
Agreement-or this Exhibit the approv-ing authority is the City
r'1anager unless the Carl sbad ~lunicipal Code or-other lawrequi res
the decision to be made by the City Council or other City agency
or offjcial.
:'11-
ATTACHMENT B-1
ENDORSE~1ENT FOR
COMPREHENSIVE GENERAL L IABI LI TY
AND FOR
PROTECTION AND INDEMNITY POLICIES
SPECIAL INSURANCE ENDORSEMENT NO.1
No twi ths tandi ng any i ncons i stent statement in the pol; cy to wh ich the
endorsement is attached or any endorsement now or hereafter attached
thereto, it is agreed (1) the City of Los Angeles, the Board of
Harbor Commissioners, the Harbor Department, and its officers,
agents, and employees; (2) the Ci ty of CARLSBftD, and ; ts Board, its
officers, agents and employees; and (3) the State of California, its
officers, agents and-employees while acting within the scope of their
authority, are included as additional insureds wit~ respect to-all
opera ti ons, uses, occupa tions, acts, and activi ties of the insu red
pursuant to Agreement No. between the Ci ty of CARLSBAD and
, regardless of \'A1ether liability _is
-a-:-'tt:-"r...,.i.,..bu-t:-a-.-b .... l e---'t-o-t""'h-e-na""""-m-e-"d insured, or a combination of the insured
and addi tiona1 insureds. Such insurance is to be prima-ry and not
contributing with any other maintained by said additional insureds.
The pol icies listed below shall apply severally as to each insured
except that the inclusion of more than one insured ~hall not .operate
to increase the 1. i mi t of the Company IS 1 i abi 1 ; ty; a nd the; nc1 us ion
thereunder of any person or organization as an i nsu.red shall not
affect any right which such person or organization would have as a
claimant if not so included.
Name Insured and Address: ~----~--~--~~----------~
mVERAGES TO
L~HICH THIS
ENDORSEHE NT
ATTACHES
EFFECTIVE
DATE OF
ENDORSEfvlENT
POLICY POLICY LH4ITS OF . INSURNJCE
NUf1BER PERIOD LIABILITY Cor1PANY
-12-
The policy(ies) shall not be cancelled or reduced in coverage until
after the Board of Harbor Commissioners anc;l the City Attorney of the
City of Los Angeles and the City of carlsbad and its City Attorney
have each been given thi rty (30) days prior vir; tten notice by
certifi ed rna il, return recei pt requested, addressed as ronows:
Board of Harbor Commissioners
P. O. Box 151
San Pedro, Cal ifornia 90733
Office of the City Attorney
P. O. Box 151
San Pedro, California 90733-0151
-13-
Offi ce of the Ci ty At to rliey
City of carlsbad
1200 El m Avenue
Carlsbad, CA 92008-1989
Sta te Lands Commi ss; on
1807 13th Street
Sacramento, CA 95814
There are no deductibles or self-insured retentions unles-s
otherwise noted. ($ deductible (or self-insuTed
retent i on) for ------_-__ ~ ____ ---__,_-__,_-
cove rage.)
APPROVED AS TO FORM
JAMES K. HAHN, City Attorney
City of Los Angeles
By __________ _
APPROVED AS TO FORM
~~~-::---=--~ __ ' City Attorney
City of Ca r 1 s bad
By ________ --,-_
VEH:lm
csc3-72S0
10/14/87
-14-
INSORMCE CoMpAtJY
ADDRESS:
By -::-:-:.~O":-='=--..=;rr:o~--~ AUTHORIZED OFFICER
(No facsimile signature accepted)
TITLE : ____ ---------
ADDRESS:
TELEPHONE: --------
DATE: ___ ------------
August 10, 1987
EXHIBIT D
DEFINING METHODOLOGY TO DETERMINE, FUNDS NECES$ARY TO ESTABLISH AN~UITY AND
INVESTMENT ACCOUNTS TO FUND THE MAINTENANCE ACCOUNT FOR THE BATIQUITOS LAGOQN
ENHANCEMENT PROJECT.
1. Purpose
The methodology described herein shall 'be used by BOARD and CDFG to
comply with the funding requirements of Section 10 (Project Maintenance
Responsibilities) of the Agreement for the marine habitat enhancanent of
Batiquitos Lagoon ("Agreement") to which this Exhi,bit is attached.
2. ' Determination of Annuity Amount to Fund Maintenance for First 30 Years
a. Determination of the Annuity Amount
In"'accordance with Section 10(b) of the Agreement, the amount of
funds necessary to establish the Annuity will be determined based on
the future equivalent of $200,000 in 1987 dollars at, the effective
date of the Agreerrent. This future ~quivalent shall be determined in
accordance with the inflation factors given in ,Table 0-1. Said
inflation factors are based upon Data Resources Institute's (DR!)
IIU.S. Long-Tenn Revi ~w", Spring 1987 forecasts for cal endar years 1987
through 1991. Based on these factors, the annuity amount for each of
the years 1988 through 1991 is given in Tab,le D-1 •.
TABLE 0-1
Year
1987
1988
1989 .
1990
1991 "
Inflation Factor
1.0405
1.0445
1.0430
1.0415
Annuity Amount
$200,000
$208,100
$217,360
$226,707
$236,1~5
As such, if Construction Certification, (as defined i'n Section 6(k) of
the . Agreement, occurs in calendar year 1990, the dollar basis for
establishing the Annu,ity in accordance ,with, Subsection c. below would
be $226,707. '
- 1 -
I
I
If Construction Certification occur.s after the year 1991,
detenninati on of the annui ty amount to be used in accordance wi th the
rrethods descri bed hereunder to determi ne the Annui ty and InvestlTEnt
Account amounts shall be based on the actual inflation' rate occur,ring
between the effective date of the Agreerrent and the date of
Construction Certification as reported by DRI at the time of
Construction Certification. For example, if Construction
Certification occurs in 1992 and actual inflation between 1987 and
1992 is nineteen percent (19%), the annuity amount would be
$200~000 x 1.19 = $238,000.
b. Annual Inflation Rate for Adjusting Annual Maintenance Cost,
Years 0-29
It is expressly. agreed that the annual inflation rate to be applied
to the annual maintenance cost for the period of time of thirty
(30) years following Construction Certification, is to be five and
two/tenths percent (5.2%). Said inflation rate is based upon the Data
Resources Insti tutes "U.S. Long-Tenn ~evi ew ll , Spri ng 1987 forecasts.
c. Determination of Initial Deposit to Establish Annuity to Fund ~roject
Maintenance Costs for 0-29 Years
In accordance with Section lOeb) of' the Agreement, within sixty
(60) days' after Construction Certification, CDFG and BOARD shall meet
to detenni ne the amount of funds necessary to transfer from the Escrow
Account' as described in Section 9(a) .of the Agreement, or fran the
Harbor Revenue Fund, as may be required i naccordance with
Sections 5(b) and 9(f) of the Agreement, to establish the Annuity.
The initial deposi-t shall .be detennined from the' annuity amount from
subsection a., . above, the agreed upon annual inflation rate of 5.2%,
and an investment rate of 8.2% for a 30 year annuity. Using a
computer model, a series of annually compounded. i nterest calculations
will be made which result in an ending balance of approximately zero
dollars. following 30 years of transferring funds fran the Annuity to
the Maintenance Account.
Table D-2 is a sample computer model calcuiation, based on the'
factors given above, assuming Construction Certification occurs in
calendar year 1991.
In this example, the initial deposit requireo would be $4,852,000
including' the initial transfer of $236,115 from the Escrow Account
required~ .. by Section 10(~) of the Agreement. Table D-2 shows the
annual interest earned 'and the annual amount to be deposited into the
Main.tenance ,Account. As 'a sample calculation for year 17 (rounded to
the nearest thousand dollars): ' . '
o Interest earned: $5,763,000 x .082 = $473,000
o Amo~nt transferred to
~aintenance Account~ $ 505,000 x 1.052 ~ $531,000
o Annuity ending
balance: $5,763,000 + $473,000 -$531.,000 = $5,705,000
- 2 -
TABLE 0-2
BATIQUITOS' .LAGOON ENHANCEMENT PROJECT MAINTENANCE EUNDING
INITIAL I NVES1}1ENT INFLATION ANNUITY
DEPOSIT RATE 'RATE AMOUNT
$4,852,485 8.2% 5.2% $236,115
=========================================~======================~========= -
INTEREST TO MAINTENANCE ENDING
YEAR EARNED ACCOUNT BALANCE
1 236,115 4,616,370
2 378,542 248,3'93 4,746,519
3 389,215 261,309 4,874,425
4 399,703 274,898 4,999,230
5 409,937 289,192 5,119,975
6 419,838 304,230 5,235,582
7 429,318 320,050 5,344,850
8 438,278 336,,693 -5,446,435
9 446,608 354,201 5,538,842
10 454,185 372,619 5,620,408
11 460,873 391,99~ 5,689,286
12 466,521 412~379 5,743,-428
13 470,961 433,823 5,780,566
14 474,006 456,382 5,798,191
15 475,452 480,114 5,793,5.29
16 475,069 505,079 5,763,519
17 472,609 531,344 5,704,784
18 467,792 558,973 5,'613,603
19 460,315 588,040 5,48-5,878
20 449,842 618,618 5,317,102
21 436,002 650,786 5,102,318
22 418,390 684,627 4,836,081
23 396,559 720,228 4,512,412
24 370,018 757,680 4,124,750
25 338,229 797,079 3,665,900
26 300,604 838,527 3,127,977
27 256,494 882,130 2,502,341
28 205,192 928,001 1,779,532
29 145,922 976,257 949,196
30 77 ,834 1,027,023 7
-;: .. -;;-( .:. '
-3 -
r ~ --" .... ,.-•
3. Determination of Initial Deposit to Establish Investment Account.
In accordance with Section 10(c) of the Agreement, within sixty (60) days
after Construction Certification, BOARD shall establish the Investment
Account by transfer from the Escrow Account, or from the Harbor Revenue
Fund, in accordance with Section 5(b) of the Agreement. The amount or the
depos it into the Investment Account shall be determi ned base9 upon: the
annuity amount from Subsection a., above, the agreed upon annual inflation
rate of 5.2% and the agreed upon investment rate of 8.2% by application of
the following formula:
D = [ (x) (1+i)30J/(1+1)30 for
I-i X = annuity amount
I = interest rate = 0.082
i = inflation rate = 0.052
D = ini~ial deposit
As an example, assuming Construction Certification in 1991, the initial
deposit would be:
D = '[$236,115 (1.052~30J/(1.082)30 = $3,385,764
.082 -.05
ca 11 $3,386,000
4. Determination of Funding Requirements for Long-Term Maintenance.
and Dispersal of any Excess Funds
·In accordance with Section 10(c) of the Agreement,. at the end of the
thirty (30) year period following Construction Certification, BOARD, SLC
and other parties shall meet (within 60 days) to determine the adequacy of
the Maintenance Account balance to provide for maintenance beyond the
first 30 years. This section describes the methodology to be used in
making this determination.
Each of the 30 actual annual maintenance expenditures, based on records
maintained by CDFG, in accordance with Section 10(f) of the Agreement,
s'hall be adjusted to aC'count for actual annual inflation between the year
in whi ch the expendi ture was made and the end of the 30 year period
following Construction Certification. For example, an expenditure of
$750,000 in the 25th year would be adjusted as follows if actual inflation
in years 26, 27, 28, 29, and 30 were observed to be 5.4%, 5.3%,' 5 .• 6%,
6%,and 4.7%, respectively: $750,000 x 1.054 x 1.053 x 1.056 x 1.06 x
1.047 = $975,543.65. .
Followi ng thi s procedure' for each of the
expenditures will result in· a list adjusted
doll~rs at the beginning of the 31st year
Certi fi cati on.
... 4 -
30 annual maintenance
to reflect the value of
following Construction
This list of 30 inflation-adjusted annu'al maintena:nce expenditures shall
then be utilized to detennine a me-an annual ma,intenanc'e expenditur~ in
year 31 dollars by dividing the sum of the. 30' annual adjusted maintenance
figures by 30. Additionally, the list of annual maintenance expertditu·res
shall' be used to identify the greatest maintenance expenditure which was
required in any of the 30 preceding years.
A 95% confidence interval about the inflation-adjusted rrean annual
maintenance cost shall be cal culated using the' follo'wing formula::
x+ 1.~6S for X = Adjusted rrean annual maintenance expenditure. -N
N = 30 (the number of years being sampled).
s = Standard deviation of the 30 inflation-corrected annual
maintenance expenditures.
For example, if X = $500,000; and s = .$51;000 then the 95% confidence
interval about the mean annual tnaintenancecost would ·be
$500,000 t 1.9~$51'000)
or $500,000 .:!:. $18,250.12; or $481,749.88 < X < $518,250.12.
Next, the 95% confidence intervals sh.all be arrayed about the~an annual
inflation, and the mean observed annual d·ifference be,tween interest and
inflation through analysis of each. of these paraneters as they relate to
each of the 30 years following ·Construction Certification.
For Example:
1) The 95% confidence interval about· the mean inflation calculated over
the 3D-year period will be computed as follows:
i .:!:. S(1~~6) fo~ i = The mean of the observed interest ~ates
the 30 years fol1o~ring certification.
N :: 30'
s = Standa'rd deviation.
for each of
If i = 5.2% standard deviation = 1.0% and N = 30, then the 95% confidence
interval would be 5.2% .:!:. 0.35%; or
4.85% -< i < 5.55%
2) The 95% confidence interval about the mean difference between
interest and inflaticrn (Y) will be computed as follows:
... -,',
- 5 -
y !:. S(tN96) for Y = Tne mean of the observed difference between interest
and inflation for each of the 30 years
N = 30
s = The standard deviation of each of the 30
observed annual differences between interest and
inflation.
If Y =.3.0; s = 0.5; and .N = 30, then the interval would be
3~0 !:. 0.18; or 2.82 ~ Y ~ 3.18
In order to attempt to assure the permanent .adequacyof the long term
(post· 30 year) Maintenance Account, the higher figure in the 95%
confidence interval about mean inflation shall be identified (5.55% in the
above example); the lower figure in the' 95% confidence interval about the
mean difference between interest and inflation shall be identified (2.82%
. in the above example); and the higher figure in the 95% confidence
interval about mean inflation-corrected' annual maintenance expenditure
shall be i'denti fi ed ($518,250.12 in the abQve exampl ~). These identi fi ed,
numbers shall. then be entered into the followi ng equati-on:
B = [ (l+it) (xt) ] for B = requisite post 30 year balance Vi
i of = Upper figure of a 95% confidence
i ntervalabout . mean obs~rved annual
inflation in each of the 30 years
following certification.
x t = The upper figure in the 95%
confidenc·e interval for the mean
adjusted annual maintenance cost as
di~cussed above~ y, = Lower figure of a 95% confidence
interv'al about the observed difference
between interest and infl~tion for each
of the 30 years' following Construction
Certification.
Using the previously derived figures for the sake of illustration only,
we have:
.B = [ 1.0555) (1518,250.12)] = $19,397,624 . '.0 82 .
Lastly, a·s has been previously' indicated, use of the inflation-corrected'
list of annual maintenance costs will enable the identification of the
largest annual maintenance expenditure (LAME) (corrected, of cour~e, to
the relative value of dollars in .the 31st year following certification of
the lagoon enhancement project). For the sake of illustration, let us
assume this figure to be $1.5 million. This maximum expenditure figure is
to be combined with the value of B as determined above. Combining the
computed value of B e bove wi th the presumed maximum observed annual
maintenance expendit~re results in a total of $20,897,624.
- 6 -
If the total of funds ava ilab 1 e in the Mai ntenance Account plus' the funds
remaining in the Annuity Account plus the funds available in the long-tenn
Investment Account exceed the sum of B plus LAME, then
the portion of these combi ned fundi ng so~rces whi chexceed the
computed value of the sum of B and LAME shall be refunded to the BOARD.
CDFG shall receive the portion of the combined accounts whjch is equal to
the sum of B plus LAME and shall establish two separate accounts .
therewith. The.se accounts shall be known as the LAME account (equiyalent
in size to LAME as identified above) and the permanent maintenance account
(or B account) equivalent in size to B as B is to be cOOlputed. Use of
these two accounts shall be limited to providing f()rmaintenance of the
Batiquitos Lagoon Restoration Project area •. CDF.G shall rely upon use of
the B account for lagoon maintenance except in cases of emergency in which
event CDFG may draw against the LAME account.
Using the agree~ to interest and inflation assumpttorts~ (i.e., interest
at 8.2% and inflation at 5.2%) and assuming, for example, an initial
deposit of $3.,385,764 into the investment account and ,an annual estimated
maintenance cost of $236,115 (i.e., t'he deposit takes pla,ce 4 years from
the effective date of the Agreement)., This account will 'grow to
$36,014,261, and BOARD would, given this example, r~cetve a refund of
$36,014,261 -$20,897,624 = $15,116,636 plus any remaintngfunds available
in the Annuity Account. If the differential between interest and
inflation turns out to be measurably higher than the agreed to 3.0%;
and/or if the annual mean corrected maintenance figure is less than
$500,000; and/or if expenditures and interest rates exhibit a degree of
consistency which results in tightening the 95% confidence intervals ·about
the parameters discussed above, then the refund could be greater than the
$15,116,636 indicated above.
If, alternatively, the total funds available in the Mai·ntenance Account
pl us the funds ava i lable in the Annuity and lnves tment Acc6unts are less
than or equal to the sum of Band LAME, thenCDFG shall become the sole
owner of funds then available and BOARD shall rec,eiv.e no re·fund. Given
thi s instance, CDFG shall use the. combi ned total of the Maintenance
Account, Annui ty Account and rnves trent Account exclus ively for the
mai ntenance of the Project area and shall ,attempt to' secure ,addi tional
funds which may be required for such maintenance from a variety of State,
Federal, local, or private funding sources.
VEH:cam
csc3-5315
'';',
- 7 -
EXHIBIT C
HABITAT EVALUATION
SU~1MARY
of the proposed
PACIFIC TEXAS PIPELINE COMPANY PROJECT
in the PORT OF 'LOS ANGELES
and the proposed
BATIQUITOS LAGOON ENHANCEMENT PROJECT
in the CITY OF CARLSBAD
FEBRUARY 1987
Participants:
U.S. Fish and 'W,ndl ife Service
National M~rine Fisheries Service
California Department of Fish and Game
Port of Los Angeles
Section 1. INTRODUCTION
The Pacific Texas Pipeline.CQmpany (Pactex), a private corporation, proposes
to construct a crude oil pipeline system that would extend from the Port of
Los Angeles, California to Midland, Texas. A 75-foot deep channel would be dredged in Los Angeles outer harbor and the dredged material used to create a
nO-acre (at MHW) landfill island. This landfill would be used as a berthing
area to receive tankers of up to 225,000 DWT which would carry primarily
Alaska North Slope oil and for locating a 4.8-million barrel capacity tank
farm. The landfill in outer harbor would be constructed in waters about 32-40
feet in depth. The Pactex landfill area has been reduced in size due to changes in engineering design (now fully revetted with .rock) and as a result
of .California Coastal Commission permit conditions. The bottom footprint of
the landfill was presented in the Draft EIR/EIS as 208 acres and was revised
to 192 acres in the Final EIR/EIS and currently is calculated at 140.8 acres.
A joint environmental impact report/environmental impact statement (EIR/EIS)
was prepared for the Pactex project by the Los Angeles Harbor Department and.
the U.S. Bureau of Land Management as co-lead agencies under the California
Environmental Quality Act (CEOA) and the National Environmental Policy Act
(NEPA), respectively. The Los Angeles Board of Harbor Commissioners certified
the Final EIR for the .Pactex project in November 1985 •
. In early 1985, LAHD requested the participation of FWS, NMFS, and COFG in the
assessment of biological impacts of the proposed Pactex project and in the
formulation and assessment of a biological mitigation project. The fish and
wildlife impact assessment .and mitigation is pertinent to CEQA, to the
consideration of the required COE Section 10/404 permits and the California
Coastal Act Port Master Plan amendment and coastal development permits. The
loss of marine, coastal embayment habitats of outer Los Angeles Harbor from
dre~ge and landfill construction required for the proposed Pactex project was
discussed in the EIR/EIS. These habitats are prtncipallyof value to
nearshore marine fishes, numerous water-associated bird species and some
waterfowl. No significant terrestrial habitats would be impacted by the
proposed Pactex project in the POLA area.
In consultation with the staffs of the FWS, NMFS, and COFG, potential
mitigation project sites between Point Conception and the U.S. Mexican border
were examined by POLA. The potential sites to mitigate the Pactex project
were narrowed to the following areaS: 1) Los Cerritos wetlands -City of
Long Reach, Los Angeles County, 2) Batiquitos Lagoon -Ci.ty of Carlsbad, San
Oiego County, and 3) TiJuana River estuary -San Diego County. The FWS,
NMFS, and CnFG considered Batiquitos Lagoon to be a prime candidate for a
restoration project that was compatible with project mitigation objectives.
California Coastal Conservancy, City of Carlsbad, local property owners, and
interested parties supported a restoration/mitigation project at Batiquitos
Lagoon.
1
Section 2. DESCRIPTION OF THE MITIGATION PROJECT
Batiquitos Lagoon, 596-acre basin is located iii Northern San Diego County,.
within the corporate limits of the City of Carl,sbad. The lagoon occupies an
elongated coastal basin that extends approximately 2,.5 mi1~s inland from the
ocean and one-half mile in width. Two freshwater creeks', the San Marcos and
the Encinitas, c\rain unto the upper reach of th.e lagOQn. This lagoon, like
many others along the sOl!thern coast of CaHfornia, was (and is) subj~ct to
man1s development. Substantial reductions in ·.tidal volumes have occurred,
most significantly within th~ last quarter of acentur,y'due to sedimentation.
In addition to the development in tne uplands, primarily the San Marcos River
Valley, the western portion of the hgoon is constricted by. three major
transportation arteries: Pacific Coast Highway (Carl~bad Boulevard), an
AT & SF railroad bridge, and Interstate/'1ighway 5. . All of these recent
developments contributed significantly to the rapid increase fn sedimentation
and the closure of the lagoon mouth to tidal influence .except under extreme
high tide anc\wave conditions, or high outflows •. Seasonal freshwater inflow
and the virtual elimination of tidal 1.nf1uence have resulted il1 a pattern of
fresh or brackish water inundation after winter rains, followed by eVaPoration
resulting in very high salinities (60 parts per thousand) ,and large salt-flats
in the dry season. This is particularly true in the 360-acre ea'stern lagoon
basin, east of Interstate 5. In. dry years, broad areas of the lagoon dry up
completely, creating bare salt-flats and attendant odor pr-oblems,.
These extreme aquatic environmental cond'itions 1 imit· the 1 agoon biota to
largely plankton and insects. Fishes are usually found only in the deeper
waters of the western lagoon (marine) and San Marcos Creek' (freshwater).
Inundated areas support SUbstantial numbers of shorebirds and.. dabbling ducks.
The California least tern, a. state and Federa] endangered ,species, has nested
in several areas within the lagoon.
The upper lagoon has acted as a sedimentation basin· for San Marcos and
Encinitas Creeks; deposition rates have averaged 1.1 to 1.4 em/year since the
early 1900 1s. Continuing sedimentation ,is further restricting aquatic
habitats and 'left unchecked will convert the lagoon' basin ·to. upland
conditions.
A complete description of Bat,iquitos Lagoon i~ found in Ba.ti-auitos Lagoon
Habitat Enhancement Study, by Keith MacDonald and C •.. Robert Fel meth· (April
1985), Alternatives for Mainta'ining Tidal Circulati.on in the. Batiguitos Laaoon~ California by Scott· A. Jenkins and David W~' Skelly (February 1985),
an t e Draft Bati gui tos Lagoon Enhancement Plan (1986)' by the California
Coastal Conservancy. . ,
A process of evaluating various enhancement alternatives at Batiquitos Lagoon
has been ongoing for a number of years by property owners, resource agencies,
local citizen interest groups (e.g., Batiquitos Lagoon Foundation) and the
City of Carlsbad. The proposed Lagoon En'hancement Plan provided the
opportunity, in view of Pactex1s mitigation requ:iremehts for the' impacts at
2
POLA, to develop an enhanGement project at Batiquitos Lagoon which meets the goals of the interest groups, offsets the Pactex project impacts, and creates
excess habitat values for future fill projects in San Pedro Bay. These Lagoon
Enhancement Plan goals include:
-restore tidal infl uence' to the 1 agoon
-retain existing marshland and create additional marshland, if desirable
-preserve or enhance exhting fish and wildl i,fe resources
-retain and enhance habitat for endangered species
-maintain good water quality .
-provide public access 10 the lagoon shoreline, where appropriate
-reduce sedimentation in a cost-effective manner
-maintain an open ocean entrance -assure that the goals listed above are achieved and maintained in
perpetuity
The proposed Batiquitos Lagoon enhancemen,t project. is described in detail in
the ,Coastal Conservancy's Draft Bati uitos La oon Enhancement Plan (1986). In
addition to the ,preferre en ancement pro ect, a range 0 al ternative
configurations were evaluated. The main features of this project include the
construction of a lagoon mouth channel approximately 200 feet wide across the
existing beach, westerly of Carlsbad Boulevard. The channel will be lined
with riprap to the low water edge of the ~each. Through a combination of
excavation and dredging, a large area of the lagoon will be reconfigured to
establish subtidal and intertidal habitats. The volume of material to be
removed will be sufficient to 'establish a tidal prism which will assure
continuous Udal influence and daily scouring of the lagoon mouth. Suitable
materi a 1 wfll be used fO.r beach r'epl eni shment, if feasi bl e. The 1 evee (or
berm) will separate an are~ of the marsh from tidal influence thereby
preserving the ex1-sting freshwater and brackish marsh habitat. Water will be
divered from San Marcos Creek to maintain the diked freshwater marsh.
Additionally, sediment catch basins will be placed upstream in the creek
channels that input to the lagoon.
Since shorebirds, dabbling ducks and the endangered California least tern
(CLT) presently use the lagoon, the project is designed to result in no net
loss of habitat values fOr these species. Only the FWS and CDFG conducted
this analysis of the net effect of each project alternative upon the existing
habitat value for shorebirds and dabbling ducks. The restoration plan
includes provisions for CLT nesting areas. No fewer than four nesting
locations· averaging about 8 acres each will be constructed within the lagoon
system as determined by FWS and CDFG.
In addition to the preferred enhancement project (presently proposed), a range
of preliminary alternative configurations were evaluated.
3
Section 3. MEtHODOLOGY
The involved agencies(FWS, NMFS, CDFG, and POLA) utilized an agreed-upon
habitat evaluation procedure to assess the impact. area and the mitigation
project. Figure 1 presents a schematic dia9ram of the evaluation procedure.
The evaluation team of biologi-sts from, FWS, NMFS, CDFG, and POLA were
responsible for familiarity with the exis:ting biologic~i tnformation and
studies pertinent to outer Los Angeles Harbor, Batiquitos Lagoon; ·and other
appropriate coastal embayment habitats. POLA provide,d appro'pria-teinaps and
pre limi na ry engi neeri ng drawi ngs of the proposed 1 andfi1l con'structi on. Maps,
drawings, and recent studies of the Batiquitos Lagoo~ restoration alternatives
were provided ~y the Coastal Conservancy and by the affected property owners,
HPI and SAMMIS, through their consultants. The team also revi'ewed· an ongoing
study, Assessment of the Functional Values· of. Batiguitos Lagoon, being
prepared by Woodward:ClydeConsu1 ta:nts for the Coastal Conservancy ~
All important activities, assumptions, and conclusions, dtrectly related to
the habitat evaluation, were discussed or conducted mutua'1ly and cooperatively
by the evaluation team. The process utilized in this habitat eva·luation
included the following general steps:
a) determination of proposed project scope;
b) fish and wildlife resources likely to be significantly impacted;
c) establishment of mitigation'goal;
d) definition of harbor cover type(s);
e) ~ittgation site identification;
f) conceptual design of mitigatio~ area constructien;
g) harbor and miti·gation site evaluation species list development;
h) formulation of habitat suitability indices for the project and
mitigation alternatives;
i) determination of habitat units for ~he project area and the
mitigation alternative area;
j) ,determination of the necessary size of the mitigation area to offset
proposed project; and
k) determination of the potential excess habitat values (mitigation
credits) available to offset future fill projects in San Pedro Bay for each alternative. .
Relative value indices were not used.
T~e fish and wildlife resources ,of concern, in, the landfill project vicinity
were water-associated migratory birds, such as gulls, terns, cormorants, brown
pelicans, grebes; mergansers, and surf seoters, and coastal marine fishes such
as croakers, surfperches, California halibut, northern anchovy, . flatfishes,
sand basses,' bay sharks and rays.
'. The accepted mitigation goal. of the evaluation team was:' no net loss of
in-kind habitat value. The evaluatfon species t~cluded exclusively fishes and
birds. The evaluation species chpsen for the harbor site and the compensation
site are either common to bp,th systems or considered ecologically equivalent.
, "
4
I'::
i.
A fundamental premise to the habitat evaluation procedure was that fishery
resources would not be traded for avian resources, or vice versa. Si.nce the existing habitat at Batiquitos Lagoon supports shorebirds, dabbling ducks and
the endangered California least tern, it was agreed that the restoration
project for Batiquitos must conserve the existi-ng habitat values for these
species. Therefore, a separate evaluation was conducted by FWS and CDFG to
assess the gxisting shorebird, dabbling duck and least tern habitat values at.
Batiquitos Lagoon. This was a major factor in determining the preferred
.enhancement/mitigatipn project to be implemented at Batiquitos.
Only a few habitat compensation measures are presently considered feasible for
offsetting habitat losses of harbor landfills. The principal measure at
Batiquitos Lagoon is to restore unrestricted tidal influence to a significant
portion of the lagoon and create and enhance coastal embayment habitats by
excavating varying, volumes of sediment. In its present condition, the areas
of Batiquitos Lagoon which would be enhanced have li·ttle biological value to
any marine evaluation species. Several al:ternative enhancement plans that
achieve the restoration goals by creating different proportions of intertidal
and subtidal areas were proposed. The considered alternatives with varying
ratios of subtidal and intertidal areas are described in Exhibit A.
The selected cover types used for the basis of the habitat evaluation were:
Los Angeles Harbor water surface area measured at the mean high water line,!
±4.8 feet mean lower low water (MLLW); and Batiquitos Lagoon water surface,
area measured from ±5.0 feet MLLW to -5.5 feet MLLW. Only intertidal and
subtidal areas within this evaluation range were evaluated. Areas that
contain California least tern nesting activity, salt marsh or freshwater
marsh/sedimentation ba·sin were not considered in the habitat evaluation
process.
The twenty (20) selected eva1ua,tion species o.r groups for both the proposed
landfill and enhancement alternative sites are listed in Table 1. The habitat
suitability indices for each species or groups at the proposed sites were
determined by the judgement of the team member(s) of each participating agency
based upon best ·avail ab1 e information and then averaged. The habi tat
suitability indices ranged from 0.0 for no habitat suitability to 1.0 for.
complete habitat suitability. Habitat suitability indices were derived fori
the existing condition and the future condition at both the project impact',
s1te and for the alternative enhancement proposal sites. The-landfill and the.
enhancement construction were assumed to be concurrent.. T.he habitat loss from
outer POLA fill was assumed to be total and to have occurred between year zero:,
and year one.· Similarly, ·the Batiquitos Lagoon habitats in t.he areas to be
restored were assumed to have little value for the evaluation species and that
full predica·ted habitat value would be achieved after the first year following
enhancement.
From the array of enhancement alternative previously evaluated, a preferred
enhancement proposal was developed for implementation (see Table 2). Under
this proposal, 390 acres are available for restoration. Based upon
preliminary engineering design, the net impact of the proposed Pactex
5
construction in POLA outer ha.rbor was detennined to be 118.8 acres (see Table
3). Further refinement of the landfill and mitigation site engineerlng design
may result in a revislon to the acreages of the impacted and mitigation areas.
The habitat units per acre were calculated for the impact and enhancement
sites by summation of the meaF:l habitat suitability i·ndice:s. The predicted
habitat value losses at the Pactex landfill were tabulated by comparing the
habitat value of the existing condition to the habitat value after the
landfill is completed. Also the predicted h~bitat value ga;'ns at the
Batiquitos Lagoon enhancement sit~ were· tabulated by comparing the existing
habitat val ue with the future (enhancement) condi tion. HalYi tat unit gains and
losses for the twenty (20) selected evaluation species were the units of
measure and were exchanged on a ~nit-by-unit bas'is. .
The net result of comparing habitat tinit changes at the Pactex landfill
(habitat unit losses) with the net habttat unit changes as Batiqu;tos Lagoon
(habitat unit gatns) can be represented in a ratio that indicates the offset
requirements. Those trade-off ratios are· 1.138 for Alternative 1, 1.062 for
Alternative 2, and 0.52 for Alternative 3 (Table 4).
As shown in Table 5, the Batiquitos Lagoon habitat gains would not only
compensate for the Pactex landfill (118.8 acres) in POLA, but would restore
varying amounts of excess habitat value (83 to 325 acres of ce,ntral San Pedro
Bay outer harbor habitat) that may be used to, offset fu1;urelandfi11 project
in San Pedro Bay or other appropriate port districts.
In summary, the three alternative plans in Exhibit A,the Batiqtiito's Lagoon
Enhancement Plan, satisfactorily meet the following objectives:
1. avoids hann to Cal ifornia least tern nesting activity;
2. avoids any loss of habitat value for shorebirds and dabbling ducks,
3. offsets marine resources and habitat loss frOO1 the Pactex landfill,
and
4. Would provide additional habitat values which woti1d be counted as
mitigation credits that can be used to Offset future San Pedro Bay
1 andfill.
6
---
Figure 1: Habitat Evaluation Process Flow Diagram
deri ne project
and likely impacts
d etenni ne habi tat
suitability indices
for project area , ,
~.
define mitigation
J----......... --.
--~---
area and impacts 1--------
calculate the habita~
units in the ---mit; a't ;'on a rea
I , . ...
determi ne net 1055
wi thi-n proj ect ~-... --..-.--
detenni ne
miti gati on goa 1
s,elect
evaluation species
detennine habitat
suitability indices
calculate. the habitat
units in-the project
a"rea
determin, net gain
wi th i n mi t i ga tion area
calculate mitigation area
requi red to offset project
area loss
detennine excess (mitigation'
habitat value) available for
bank; ng
Table 1: Evaluation Species and Groups for the Pactex Landfill And
Batiguitos Lagoon Enhancement Projects
1. California halibut
2. White croaker
3. Gobiedae
4. Diamond turbot
5. Bay ray
6. Bay sharks
7. California corbina
8. Anchovy species
9. Oueenfish
10. Topsmelt
11. Barred sand bass
12. Shiner surfperch
13. Bonita/barracuda
14. ~Ihi te surfperch
15. California killifish
16. Spotted sand bass
17. California tonguefish
18. Striped mullet
19. Diving ducks
20. Gulls/terns/cormorants
Paralichthys ca]ifornicus.
Gehyonemus lineatu5
( bay, arrow and cheeks pot gobi es,
long-jaw mudsucker)
HYrSOssetta guttulata -MY ;0 at;s Californica
(leopard. shark and smoothhounds)
Menticirrhus undulatus
(northern slough; and deepbody)·
Seriphus politus -
Atherinops affinis
Paralabrax nebulifer Cymatogaster-aggregata
Sarda chiliensfs/Sphyraena arg~ntea phanerodon furcatus
Fundulus parviri-nnis -Paralabrax mau~atofasc;'ata
Symfhurus atricauda ~ug , cepha 1 us scoters, mergansers, ruddy, bu-ffl ehead)
Table 2': Sumnary of Batiguitos Lagoon Enhancement Plan Alternatives
Alternative 1 Alternative 2 Alternative 3 Area of 1-ritertidal 170 217 317 (Acres)
Area of subtidal 220 171 71 (Acres.)
Area of salt/brackish marsh
(Acres) 139 141 141
Area of freshwater marsh 33 33 33 (Acres)
Area of least tern habitat 34 34 34 (Aores)
Table 3: Pactex Landfill Project Impact*
Habitat
Soft bottom .-footprint
deep water protected
Piling (within 35 ft. of
wharf face)
Shallow piling
Deep piling
Benthic side slope
'Deep water protected
Deep water unprotected
Rocky dike habitat (exposed)
Shallow water protected
Deep water protected
Total
Actual Gain
(or loss)
in Acres-
(140.8)
1.0
1.4
1.4
0.9
4.3
12.1
(119.7)
Weighted
Value
1.0
1.-0
0.5
1.0
0.5
1.5
1.0
Weighted Gain
(or loss,)
in Acres
(140.8)
1.0
0.7
1.4
0.4
6.4
12.1
(118.8)
* Based on a prel iminary engineering design using· current NOA"A harbor bottom
topographi c data and due to a eee penni t conditi on·, the 1 andfi 11 footpri nt
area of such impact has been revised to 140.8 acres. With application of
the biological mitigation procedu"re (using wi1d1 ife agencies I weighted
values) described in Appendix F of the Draft 2020 Plan (eOE, 1984), the net
impact of the proposed Pactex construction in POLA outer harbOr was
determined to be 118.8 acres. This includes mitigating for the water area
above the rocky slope to the toe of the 1 andfi 11 footpr;-nt such tha t
further mitigation for this area, if fi-lled in the future, will not be
required. -
Table 4: Summary of Habitat Evaluati-on For Pactex Landfill And 'Batiquitos Lagoon Enhancement Plan Alternatives
PARAMETER EVALUATION SITES
PROJECT BATIQUITOS LAGOON
LANDFILL SITE ENHANCEMENT ~A"';l:;':'t~e r~n:'=a';::t i.r:-v:':':e"':"· I=--TAlr"':l t:-'e-r-na-:'t'"':'i -v e-''''Z2-:AI''::'1-=-te-r-n-a''-t i=-v-e~3
1. Cover Type Area
Evaluated (acres)
2. Intertidal/subtidal
distribution within
evaluation area (%)
118;8
3. Existing condition * 9.84
(existing habitat
units/acre)
4. Future condition 0
(future habi tat
. units/acre)
5. Net habitat units/acre (9.84)
(4.-3.)
6.
390
44/56
0.90'
12.10
11.20
1.138
7. Area of Batiquitos (104.4)
enhancement required
to offset Pactex landfill
(Cover Type Area; acres of Batiquitos)
Offset Ratio
388 388
56/44 82/18
0.90 0.90
11.35 6.02
10.45 5.12
1.062 0.520
(111.9) (228.5)
* Excluding shorebi rds and dabbling ducks which were. eval uated separately.
Table 5: Summary of HabHat Evaluation For Bat1quitos La-goon Enhancement
Plan Alternatives and Outer Harbor San Pedro Bay
PARAMETER Batiguitos Lagoon Enhancement Plan
Alternative 1 Alte~native 2 Alternative 3_
1. Predicted habitat units
gained from Batiquitos
enhancement (= acres of
central outer harbor
San Pedro Bay****)
2. Habitat units lost from
Pactex landfill (= acres
of central outer harbor
San Pedro Bay****)
3. Excess habitat units
available after Pactex
project for future mitigation
(acres of central outer
harbor San Pedro Bay****)
443.8*
(U8.8)
325.0
412.1** 201.8***
(118.8) (118.S)
293.3 83.0
* 390 acres of Batiquitos enhancement x 1.1~8 (trade-off ratio) = 443.8
habi tat units = 443.8 acres of central outer ha-rbor San Pedro Bay.
** 388 x 1.062 = 412.1 acres
*** 388 x 0.520 = 201 .8 acres
**** One (1) habitat unit = one (1) acre of mitigation for one (1) acre Of
outer harbor San Pedro Bay landfill in wat~rs 20 feet or deeper.
For example, if City has received all necess_ary State and federal permits
for an outer harbor landfill of 100 acres (impacting such area calculated
as set forth in Table 3) in waters of a depth equal to or greater than 20
feet, then City may accomplish the biological mitigation for this fin by
using 100 of the 325 excess habitat units described above-. There would,
thereafter, be 225 excess habitat units available to the City if future
fills are permitted.
7003 csc
EXHIBIT C
HABITAT EVALUATION
SU~1MARY
of the proposed
PACIFIC TEXAS PIPELINE COMPANY PROJECT
in the PORT OF LOS ANGELES
and the proposed
BATIQUITOS LAGOON ENHANCEMENT PROJECT
in the CITY OF CARLSBAD
FEBRUARY 1987
Participants:
U.S. Fish and Wildlife Service
Nationai Marine Fisheries Service
Cal ifornia Department of Fi sh and Game
Port of Los Angeles
Section 1. INTRODUCTION
The Pacific Texas Pipe1,itle Company (Pactex), a privat~ corporation, proposes
to construct a crude oil pipeline system that would extend from the Port of
Los Angeles, California to Midland, T~xas. A 75-foot deep channel would be dredged in Los Angeles outer harbor and the dredged material used to create a
110-acre (at MHW) landfill island. This landfill would be used as a berthing
area to receive tankers of up to -225,000 DWT which would carry primarily
Alaska North Slope oil and for locating a 4.8-mi11ion barrel capacity tank
farm. The landfill in outer harbor would be constructed in waters about 32-40
feet in depth. The Pactex landfill area has been reduced in size due to
changes in engineering design (now fully revetted with rock) and as a result
of California Coastal Commission permit conditions. The bottom footprint of
the landfill was presented in the Draft EIR/EIS as 208 acres and was revised
to 192 acres in the Final EIR/EIS and currently is calculated at 140.8 acres.
A joint environmental impact report/environmental impact statement (EIR/EIS)
was prepared for the Pactex project by the Los Angeles Harbor Department and
the U.S. Bureau of Land Management as co-lead agencies under the California,
~nvironmenta1 Quality Act (CEOA) and the National Environmental Policy Act
(NEPA), respectively. The Los Angeles Board of Harbor Commissioners certified
the Final EIR for the P'actex project in November 1985.
In early 1985, LAHD requested the parti.cipation of FWS, NMFS, and CDFG in the
assessment of biological impacts of the proposed Pactex project and in the
formulation and assessment of a biological miti:gation project. The fish and
wildlife impact assessment and mitigation is pertinent to CEQA, to the
consideration of the required COE Section 10/404 permits and the California
Coastal Act Port Master Plan amendment and coastal development permits. The
loss of marine, cO(lsta1 embayment habitats of outer Los Angeles Harbor from
dredge and landfill construction required for the proposed Pactex project was
discussed in the EIR/EIS. These habitats are principally of value to nearshore marine fishes, numerous water-associated bird species and some
waterfowl. "No significant terrestrial habitats would be impacted by the
proposed Pactex project in the POLA area.
In consultation with the staffs of the FWS, NMFS, and, CDFG, potential
mitigation project sites between Point Conception and the U.S. Mexica'n border
were examined by POLA. The potenti.a1 sites to mi tigate, the Pactex project:
were narrowed to the following areas: 1) Los Cerritos wetlands -City of
Long Reach, Los Angeles County, 2) Batiquitos Lagoon -City of Carlsbad, San Diego County, and 3) Tijuana River estuary -San D;'ego County. The FWS,
'NMFS, and CnFG considered Batiquitos Lagoon to be a prime candidate for a
restoration project that was compatible with project mitigation objectives.
California Coastal Conservancy, City of Carlsbad, local property owners" and
interested parties supported a restoration/mitigation project at Batiquitos
Lagoon.
1
Section 2. DESCRIPTION OF THE MITIGATION PROJECT
Batiquitqs Lagoon, 596-acre basin ;s located in Northern San Diego County,'
within the corporate limits of the City of Carlsbad. The lMoon .occupies an
elongated coastal basin that extends approximately 2.5 miles inland from the
ocean and one-half mile in width. Two freshwater c.reeks, the· San Marcos and
the Encinitas, drain unto the upper .reach of th~ lagoon. This lagoon, like
many others along the southern coast Of California, was (and is) subject to
man's development. Substantial reductions in tidal volumes have occurred,
most significantly within th~ last quarter of a century due to sedimentation.
In addition to the development in the uplands, primarily the San .Marcos River
Valley, the western portion of the lagoon is constricted by three major
transportation arteries: Pacific Coast Highway (Carlsbad Boulevard), an
AT & SF railroad bridge, and Interstate High~ay 5. All of these recent
developments contributed significantly to the rapid increa.se in sedimentation
and the closure of the lagoon mouth' to tidal influence except under extreme
high tide and wave conditions, or high outflows. Seasonal freshwater inflow
and the virtual elimination of tidal influence have resulted in ~ pattern of
fresh or brackish water inundation after winter rains, followed by evaporation
resulting in very high salinities (60 parts per thousand) and large salt-flats
in the dry season. This is particularly t.rue in the 360-acre eastern lagoon
basin, east of Interstate 5. In dry years, broad areas of the lagoon d.ry up
completely, creating bare salt-flats and attendant odor problems.
These extreme aquatic environmental conditions limit the lagoon biota to
largely plankton and insects. Fishes are usually found only 1.n the deeper
waters of the western lagoon (marine) and San Marcos Creek (freshwate'r).
Inundated areas support substantial numbers of shorebirds and dabbling ducks.
The California least tern, a state and Federal endangered sPe¥ie"s"has nested
in several areas within the lagoon. .
The upper lagoon has acted as a sedimentation !>asinfor San Marcos and
Encinitas Creeks; deposition rates have averaged 1.1 to 1.4 em/year since the'
early 1900's. Continuing sedimentation is furthe.r restricting aquatic
habitats and 'left unc;hecke4 will convert the lagoon ba'sin to upland
conditions. '
A complete descri~tion of Batiqu1tos Lagoon is found in Bati~uitos Lagoon
Habitat Enhancement Study, by Keith MacOqnald and . C~ Robe,rt Fe' meth{Apr';l
1985}, Alternatives. for Maintaining Tidal, Circulation .in the, Batiguitos
Laaoon, Ca li forni a by Scott A. J'enki ns and David W., Ske:1ly, ( February 19S5) ,
an the Draft Batiguitos Lagoon Enhancement Plan (1986) by the California
Coastal Conservancy.
A process of evaluating various enhancement alternatives at Batiquitos Lagoon
has been ongoing for a number of years by property owners, res'ource agencies,
local citizen interest groups (e.g., Batiquitos Lagoon Foundation) and the
City of Carlsbad. The proposed tagoonEnhancement Plan provided the
opportunity, in view of Pactex's mitigation requirements for the impacts at
. ;:.'
2
POLA, to develop an enhancement project at Batiquitos Lagoon which meets the
goals of the inter~st groups, offsets the Pactex project impacts, and creates
excess habitat values for future fill projects in San Pedro Bay. These Lagoon
Enhancement Plan goals include:
-restore tidal influence to the lagoon
-retain existing marshland and create additional mar~hland, if desirable
-preserve or enhance existing fish and wildlife resources
-retain and enhance habitat for endangered species
-maintain good water quality
-provide public access "to the lagoon shoreline, where appropriate
-reduce sedimentation in a cost-effective manner
-maintain an open ocean entrance
-assure that the goals listed above are achieved and maint~ined in
perpetuity
The proposed Batiquitos Lagoon enhancemen~ project is described in detail in'
the Coastal Conservancy's Draft Bati uitos La oon Enhancement Plan (1986). In
additiOn to thE;! preferre en ancement pro ect, a range 0 alternative
configurations were evaluated. The main features of this project include the
,construction of a lagoon mouth channel approximately 200 feet wide across the
existing beach, westerly of Carlsbad Boulevard,. The channel will be lined
with riprap to the low water edge of the beach. Through a combination of
excavation and dredging~ a large area of the lagoon will be reconfigured to
establish subtidal and intertidal habitats. The volume of material to be
removed will be sufficient to establish a tidal prism whtch will assure
continuous tidal influence and dafly s'couring of the lagoon mouth. 'Suitable
material will be used for beach replenis'hment, if feasible. The levee (or
berm) will separate an area of the marsh from tidal infl uence thereby
preserving the existing freshwater and brackish marsh habitat. Water will. be
divered from San Marcos Creek to maintain the diked' freshwater marsh.
Additionally, sediment catch basins will be placed upstream in the creek.
channels that input to the lagoon.
Since shorebirds, dabbling ducks and the endangered California least tern
(Cll) presently use the lagoon, the project is designed to result in no net
loss of habitat values for these species. Only the FWS and CDFG conducted
this analysis of the net effect of each project alternative upon the existing
~abftat value for shorebirds and dabbling ducks. The restoration plan'
includes provisions fol' ClT nesting areas. No fewer than four nesting
locations averaging about 8 acres each will be constructed within the lagoon,
system as determined by FWS and CDFG.
In addition to the preferred enhancement project (presently proposed), a range
of preliminary alternative configurations were evaluated.
3
Section 3. METHODOLOGY
The involved agencies(FWS, NMFS, COFG, and POLA) utilized an agreed-upon
habitat evaluation procedure to aSsess the impact .area ~nd the miti~ation
project. Figure 1 presents a schematic diagram of the evaluation procedure.
The evaluation team of biologists from FWS, NMFS; COFG, and P·OLA were
responsible for famil iarity with the ,existing biologic~l information: and
studies pertinent to outer Los Angeles Harbor, 8atiqultos Lagoon, and other
appropriate coastal embayment habitats. POLA provided appropriate maps and
preliminary engineering drawings of the proposed landfill construction. Maps,
drawings, and recent studies of the Batiquitos La:gool) restoration alternatives
were provided by the Coastal Conservancy a~d by the affected property owners,
HPI and SAMMIS, through their consultants. The team also reviewed an:ongoing
study, ,Assessment of the Functional Values of 8atiguitos. Lagoon, being
prepared by Woodwa.rd:ClydeConsu1 tants for the Coastal CO'nservancy. .
All important activities, assumptions, and ~onclusiOns, directly. related to
the habitat evaluation, were discussed or conducted mutually and cooperatively
by the evaluation team. The process utilized in this habitat evaluation
included the following general steps: .
a) determination of proposed project scope;
b) fish and wildlife resources likely to be significantly impacted;
. c) establishment of mitigatton goal; ,
d) definition of harbor cover type(s);
e) mitigation site identification;
f) conceptual design of mitigation area construction,;
g) harbor and mitigation site ev'aluation speCies list d'evelopm~nt;
h) formulation of habitat suitability ind'ices for the project arid
mitigation alternatives; .
i) determination of habi'tat units for the project area and the
mitigation alternative area;
j) determination of the necess-ary size of the mitigation area to offset
proposed project; and .
k) determination of the potential excess habitat values (mitigation
credits) available to offset future fill projects in San Ped,ro Bay for
each alternative. .
Relative value indices were not !Jsed. '
The fish and wildlife resources of concern in the landfill project vicinity
were water-associated migratory birds, such as gulls, terns, cormorants~ brown
pelicans, grebes, mergansers, and surf scoters,and coastalma.rine fishes such
as croakers, surfperches, California halibut, northern anchovy, flatfislies,
sand basses, bay sharks and rays.
The accepted mitigation goal of the evaluation team was:, no .net .10ss of
in-kind habitat value. The evaluation species included exclusively fishes' and
birds. The evaluation species chosen for the harbor site and the ,compensation
site are ~ither common to t>q~h systems or considered ecologically ~quivalent.
4
A fundamental premise to the habitat evaluation procedure was that fishery
resources would not be traded for avian resources, or vice versa. Since the existing habitat at Batiquitos Lagoon supports shorebirds, dabbling ducks and
the endangered California least tern, it was agreed that the restoration',
p'roject for Bat1quitos must conserve the exi sting habitat val ues for these
species. Therefore, a separate evaluation was conducted by FWS and CDFG to
assess the !xisting shorebird, dabbling duck and least tern habitat values at
Batiquitos Lagoon. This was a major factor in determining the preferred
enhancement/mitigation project to be implemented at Batiquitos.
Only a few habitat compensation measures are presently considered feasible for
offsetting habitat losses of harbo.r landfills. The principal measure at
Batiquitos Lagoon is to restore gnrestricted tidal influence to a significant
portion of the lagoon and create and enhance coastal embayment habitats by
excavating varying volumes of sediment. In its present cond.ition, the areas
of Batiquitos Lagoon whtch would be enhanced have little biological value to
any marine evaluation species. Several alternative enhancement plans that
achieve the restoration goals by creating different proportions of 1-ntertidal ;
and subtidal areas were proposed. The considered alternatives with varying
ratios of subtidal and intertidal areas are described in Exhibit A.
The se1ect~d cover types used for the basis of the habitat evaluation were:
Los Angeles Harbor water surface area measured at the mean high water line,
±4.8 feet mean lower low water (MLLW); and Batiquitos Lagoon water' surface
area measured from.±5.0 feet MLLW to -5.5 feet MllW. Only intertidal and
subtidal areas with;'n this evaluation range were evaluated. Areas that
contain Ca1iforn1"a least tern nesting activity, salt marsh or freshwater
marsh/sedimentation basin were not considered in the habitat evaluation
process.
The twenty (20) selected evaluation species or groups for both the proposed
landfill and enhancement alternative sites are listed in Table 1. The habitat
suitability indices for each species or groups at the proposed sites were
determined ·by the judgement of the team member{s) of each partictpating a'gency
based upon best available information and then averaged. The habitat
suitability indice$ ranged from' 0.0 for no habitat suitability to 1.0 for
comp1 ete habi tat Su:i tabUi ty. Habi tat .suitabil tty indices were derived for
the existing condition and the future condition at both the. project impact
site and for the alternative enhancement proposal sites. The landfill and the
enhancement construction were assumed to be concurrent. The habitat loss from
outer POlA fill was assumed to be total and to have occurred between year zero
and year on"e. Similarly, the Batiquitos Lagoon habitats in the areas to be
restored were assumed to have little value for the evaluation species and' that
full predicated habitat value would be achieved after the first year following
enhancement.
From the. array of enhancement a1ternatfve previously. evaluated, a preferred
enhancement proposal was developed for implementation (see Table 2). Under
this proposal, 390 acres are available for restoration. Based upon
preliminary engineering ~esign, the net impact of the prQPosed Pactex
5
construction in POLA outer harbor. was detentli;ned to be 118.8 acres (see. Table
3). Further refinement of the landfill and mitigation site engineering design
may result in a revision to the acreages of the impacted and mitigation a.reas.
The habitat units per acre were calculated for the impaGt anc;f enhancement
sites by summation of' the' mean habitat suitability ind'ices. The predicted
habitat value losses at the Pactex landfill were tabulated by comparing the
habitat value of the existing condltion to the habitat value after the
landfill is completed. Also the predicted habitat valu~ gains at the
Batiquitos Lagoon enbancementsite were tabulated by comparing the existing
habitat value with the futur~ (enhahGement) condition. Habitat unit gains and
losses for the twenty (20) selected evaluation species were the units of
measure and were exchanged on a unit-by-unit basis.
The net result of comparing habitat unit changes at the Patte~ landfill
(habitat unit losses) with the net habitat unit changes as Hattquitos Lagoon
(habitat unit gains) can be represented in a ratio that indicates the offset
requirements. Those trade-off ratios are' 1.138 for Alternative 1,1.062 for
Alternative 2, and 0.52 for Alternative 3 (Tab.l,e 4).'
As shown in Table 5, the Batiquitos Lagoon habitat gai,ns would. not only
compensate for the Pactex landfill (118.8 acres) in POLA, but would restore
varying amounts of excess habitat value (83 to 325 acres of central San Pedro
Bay outer harbor habitat) that may be used to offs'et future landfill project
in San Pedro Bay or other appropriate port districts. .
In summary, the three alternative p·lans in Exhibit A, the Batiquitos Lagoon
Enhancement Pl an., sati.sfaator·ily .meet the following objectives.:
1. avoids harm to California least tern nesting activity,
2. avoids any loss ·of habitat value for shorebirds a.nd dabb'ling ducks,
3. offsets marine resources and habitat loss from the Pac.t.ex, lanetfill,
and
4. Would provide additional habitat values which would be counted as
mitigation credits that can be. used to offset future San Pedro Bay
landfill.
~~" " ..,.' .
oj .. .-..:' ~ ~J&...!' .~
6
Figure 1: Habitat Evaluation Process Flow Diagram
defi ne project ~--....... ~ detenni ne
ang 1 ike ly tmpacts miti gati on goal
I ...
determine habitat . select
suitability indices 1-4 - - ---e'valuation species'
for project area
r
• • ...
define mitigation
area and impacts ~------detennine habitat
. suitability indices
calculate the habitat calculate the habitat
units in the ________ units in' the project
miti .atton area area
I
~
determine net loss • determine net gain
within project. f-----.-within mitigation area
r
I ..., .
calculate mitigation area
required to offset project
area loss
I
I ..
detenni ne excess (mi tigati on
habitat value) available for
banking
Table 1: Evaluation Species and Groups for the Pact~x Landfill And
Batiguitos Lagoon Enhancement Projects
1. California halibut
2. White croaker
3. Gobiedae
4. Diamond turbot
5. Bay ray
6. Bay sharks
7. California corbina
8. Anchovy species
9. Oueenfish
10. Topsmelt
11. Barred sand bass
12. Shiner surfperch
13. Bonita/barracuda
14. \llhi te surfperch
15. California killifish
16. Spotted sand bass
17. California tonguef1sh
18. Striped mullet
19. Diving ducks
20. Gulls/terns/cormorants
Paralichthys californicus
G.en onemus 1 i·neatus
bay, arrow and cheeks pot gobies,
long-jaw mudsucker)
HYfsocsetta guttulata MY 10 atis Californtca . .
(leop'ard shark and smoothhoui1ds)
Menticirrhus undulatus .
(northe~n s'ough~ and deepbody)
Sertphus ,politus
Atherfnops aff1i1fs
paralabrax nebuHfer
Cymatogaster aggregata .
Sarda. ctdliensis/Sphyraena argeritea
Phanerodo'n furcatus
Fundulus parvif1nnis Paralabrax mau atofasciata
SymfhUrUS atricauda f9 1 cephalus ..
scaters, me·rgansers, ruddy, bufflehead)
Table 2: SUnI11ary of Batiguitos Lagoon Enhancement Plan Alternatives
Alternative 1 Alternative 2 Alternative 3 -Area of intertidal 170 217 317 (Acres)
Area of subtidal 220 171 71 (Acres)
Area of salt/brackish marsh (Acres) 139 141 141
Area of freshwater marsh 33 33 33 (Acres)
Area of least tern habitat -
(Acres) 34 34 34
Table 3: Pactex Landfill Project Impact*
Habi tat
Soft bottom -footprint
deep water protected
Piling (within 35 ft. of
wharf face)
Shallow piling
Deep piling
Benthic side slope
Deep water protected
Deep water unprotected
Rocky dike habitat (exposed)
Shallow water protected
Deep water protected
Total
Actual Gain
(or loss)
in Acres.
(140.8) .
1.0
1.4
1.·4
0.9
4.3
12.1
(119.7)
Weighted
Value
1.0
1.0
0.5
1.0
0.5
1.5
.1.0
Weighted Gain
(or loss)
in Acres
(140.8r
1.0
0.7
1.4
0.4
6.4
12.1
(118.8)
* Based on a preliminary engineering design using current NOAA harbor bottom
topographic data and due to a CCC pennit condition, the landfill footprint
area of such impact has been revised to 140.8 acres. With application of
the biologidal mitigation procedure (us'ing 'wildl ife agencies • weighted
values) described in Appendix F of the Draft 2020 Plan (COE, 1984),·the net
impact. of the proposed Pactex construction in POLA outer harpor was
determined to be 118.8 acres. This includes mHigattng for the water .area
above the rocky slope to ,the toe of the landfill footprint such that
further mitigation for this area, if filled in th~ future, wilJ not be
required.
Table 4: Summary of Habitat Evaluation For Pactex Landfill And Batiquitos Lagoon. Enhancement Plan Alternatives
PARAMETER EVALUATION SITES
PROJECT BATIqUITOS LAGOON
LANDFILL SITE ENHANCEMENT ~Aril~·t~er~n~a~t1rv~e~1 --rA'I"':l t:--e-r-na~t~i-ve---;:r;2~An'1~t""er-n--a-:-t ,;-. v-e-=3:
1. Cover Type Area
Evaluated (acres)
2. Interttdal/subtidal
distribution within· .
evaluation area (%)
118:8
3. Existing condition * 9.84
(existing habitat
units/acre)
4. Future condition 0
(future habi tat
units/acre)
5. Net habitat units/acre (9.84) (4.-3.)
6.
390
44/56
0.90·
12.10
11.20
1.138-
7. Area of Batiquitos (104.4)
enhancement required
to offsetPactex landfill
(Cover TYRe Area; acres of Batiquitos) Offset atio
388 388
56/44 82/18
0.90 0.90
11.35 6.02
10.45 5.12
1.062 0.520
(111.9) .(228.5)
* Excluding shorebirds and dabbling ducks which were evaluated separately.
Table 5: Surmnary of Habitat Evaluation For Batiquitos Lagoon Enhancement
Plan Alternatives and Outer Harbor San Pedro Bay
PARAMETER
1. Predicted habitat units
gained from Batiquitos
enhancement (= acres of
central outer harbor
San Pedro Bay**~*)
2. Habitat units lost from
Pactex landfill (= acres
of central outer harbor
San Pedro Bay****)
3. Excess habitat units
available after Pactex
project for future mitigation
(acres of central outer
harbor San Pedro Bay****)
Batiguito5 Lagoon Enhan,cement Plan
Alternative 1 Alternat'ive 2 Alternative 3
443.8* 412.1** 201.8***
(118.8') (118.8) (118.8)
325.0 293.3 83.0
* 390 acres of Batiquitos enhancement x 1.138 (trade-off ratio) = 443.8
habitat units = 443.8 acres of central outer harbor San Pedro Bay.
** 388 x 1.062 = 412.1 acres
*** 388 x 0.520 = 201 .8 acres
**** One (1) habitat unit =, one (I) acre of mitigation for one (I) acre of
outer harbor San Pedro Bay landfill ,in waters 20 feet or deeper.
For example, if City has received all necessar~ State and federal permits
for an outer harbor lanqfill of 100 acres (impacting such area calculated
as set forth in Table 3) in waters of a depth equal to or greater than 20
feet, then City may accomplish the biological mitigation for this fill by
using 100 of the 325 excess habitat units described above. There would,
thereafter, be 225 excess habitat units ava.ilable to the City if future
fills are permitted.
7003 csc
EXHIBIT C
HABITAT EVALUATION
SU~1MARY'
of the proposed
pACIFIC TEXAS PIPELINE. COMPANY PROJECT
in the PORT OF LOS ANGELES
and the proposed
BATIQUITOS LAGOON ENHANCEMENT PROJECT
in the CITY OF CARLSBAD
FEBRUARY 1987
Participants:
U •. S. Fis:h and Wildl ife Service
National 'MarilieFisheries Service
·Cal ifornia Department of Fi sh and. Game
Port of Los Angeles
Section 1. INTRODUCTION
The Pacific Texas Pipeline Company (Pactex), a private corporation, proposes
to construct a crude oil pipeline system that would extend from the Port of
Los Angeles, California to Midland, Texas. A 75-foot deep channel would be
dredged in Los Angeles outer harbor and the dredged material used to create a
110-acre (at MHW) landfill island. This landfill would be used as a berthing
area to receive tankers of up to 225,000 DWT whi ch wou1 d carry primarily
Alaska North Slope oil and for locating a 4.8-million barrel capacity tank
farm. The landfill in outer harbor would be constructed in waters about 32-40
feet in depth. The Pactex landfill area has been reduced in size due to
changes in engfneering design (now fully revet ted with rock) and as a, result ,:
of California Coastal Commission permit conditions. The bottom footprint of:
the landfill was presented in the Draft EIR/EIS as 208 acres and was revised"
to 192 acres in the Final EIR/EIS and currently is calculated at 140.8 acres.
A joint environmental impact report/environmental impact statement (EIR/EIS)
was prepared for the Pactex project by the Los Angeles Harbor Department and
the U.S. Bureau of Land Management as co-lead agencies under the California
Environmental Quality Act (CEOA) and the National Environmental Policy Act
(NEPA), respectively. The Los Angeles Board of Harbor Commissioners certified
the Final EIR for the Pactex project in November 1985.
In ea,rl'y 1985, LAHD requested 'the participation of FWS, NMFS, and CDFG in the
assessment of biOlogical impacts of the proposed Pactex project and in the
formulation and assessment of a biological mitigation project. The f'ish and
wildlife impact assessment and mitigation is pertinent to CEQA, to the
consideration of the required COE Section 10/404 permits and the California
Coastal Act Port Master Plan a,mendment and coastal development permits. The
loss of mari.ne, coastal embayment habitats of outer Los Angeles Ha,rbor from
dredge and landfill construction required for the proposed Pactex project was
discussed in the EIR/EIS. These habitats are principally of value to
nearshore marine fishes, numerous water-associated bird species and some
waterfowl. No significant terrestrial habitats would be impacted by the
proposed Pactex project in the POLA area.
<l In consultation with the staffs of the FWS, NMFS, and CDFG, potential
mitigation project sites between 'Point Conception and the U.S. Mexican border
were examined by POLA. The potential sites to mitigate the Pactex project
were narrowed to th~ following areas: 1) Los CerritQs wetlands -City of
Long Reach, Los Angeles County, 2) Ratiquitos 'Lagoon -City of Carlsbad, San
Diego County, ~nd3). Tijuana River estuary -San Di-ego County. The FWS,
NMFS, and CDFG, considered Batiquitos Lagoon to be a prime candidate for a
restoration project that was compatible with project mitigation objectives.
California Coastal Conservancy, City of Carlsbad, local property owners, and
interested parties supported a restoration/mitigation project at Batiquitos Lagoon. '
1
Section 2. DESCRIPTION OF THE MITIGATION PROJECT
Batiquitos Lagoon, 596-acre basin is located in Northern San Diego County,
within the corporate limits of the City of Carlsbad. The lagoon occupies an
elongated coastal basin that extends approximately 2.5 miles inland from the
ocean and one-half mile in width. Two freshwater creeks, the San Marcos and
the Encinitas, drain unto the upper r~ach of the lagoon. This lagoon, like
many others along the southern coast of Caiifornia, was (and is) subject to'
man's development. Substantial reductions iIi' tidal v.olumes have occurred,
most significantly within the last quarter of a century due to s·edimentation. -.
In addition to the development in the uplands, primarily tne San Marcos River
Valley, the western portion of the lagoon is cOnstricted by three major
transportation arterie.s: Pacific Coast Highway (Ca~ls'bad Boulevard), an'
AT & SF railroad bridge, and Interstate Highway 5. All of these recent
developmentS contributed significantly to the rap-i.d increase in sedimentation
and the closure of the lagoon mouth to tidal influence except under extreme
high tide and wave con~itions, o'r h1.gh outflows •. Seasonal freshwater inflow
and the virtual elimination O.T tidal influence have resulted in a pattern of
fresh or brackish water inundation after winter rains, follow~dby evaporation
resulting in very high salinities (60 parts per thOus'and) and lclrge sa1t-'flats
in the dry season. Thi s is particularly true in the 360-acre: easte.rn 1 agoon
basin, east of Interstate 5. In dry years, broad areas of the lagoon dry up
completely, creating bare salt-flats and attendant odor problems.
These extreme aquatic environmental conditions limit the lagoon biota to
largely plankton and insects. Fishe·sa,re usually found only in the deeper
waters of the western lagoon (marine) and San Marcos Creek' (freshwater).
Inundated areas support substantial numbers of shorebirds and dabbling ducks.
The California least tern, a state and Federal en~angered species, has nested
in several areas withtn the lagoon.
The upper lagoon has acted as a sedimentation, basin for San. Marcos and
Encinitas Creeks; deposition rates have averaged 1.1 to 1.4 em/year since the
early 1900' s. CQntinuing sedimentation is further restricting aquatic
habitats and left unchecked w.ill convert· the lagoon. basin to up.land
conditions. . .
A complete description of Batiquitos Lagoon is found in Batiauitos Lagoon
Habi tat Enhancement Study, by Keith MacDonald and C. Robert Pel/meth (April'
1985), Alternat1.vesfor Maintaining Tidal Circulation .in: the Batigu.itos
Laaoon, California by Scott A .• Jenkins and David W. Skelly (February 1985)·,
an the Draft Batiguitos Lagoo.n Enhancement Plan (1986·) ·by the California
Coastal Conservancy.
A process of evaluating various enha'ncement alternatives at Batiquitos. Lagoon
has been ongoing for a number of years by property owners, resource agencies,
local citizen interest groups (e.g., Batiquitos Lagoon Foundation) and, the
City of Carlsbad.-· The proposed 'lagoon Enhancement Plan provided the
opportunity, in view of Pactex's mitigation requirements for the impacts at
2
POLA, to develop an enhancement project at Batiquitos Lagoon which meets the
goals of the interest groups, offsets the Pactex project impacts, and creates
excess habitat values for future fill projects in San Pedro Bay. These Lagoon
Enhanceme.flt Plan goals include:
-restore tidal influence to the lagoon
-retain existing marshland and create additional marshland, if desirable
-preserve or enhance existing fish and wildlife resources
-retain and enhance habitat for endangered species
-maintain good water quality .
-provide public access ~o the lagoon shoreline, where appropriate
-reduce sedimentation in a cost-effective manner
-maintain an open ocean entrance
-assure that the goals listed abo.ve are achieved and maintained in
perpetuity
The proposed Batiquitos Lagoon enhancemen~ project is described in detail in
the Coastal Conservancy's Draft Batiguitos Lagoon Enhanceme.nt Plan (1986). In
addition to the preferred enhancement project, a range of alternative
configurati.ons were evaluated. The main features of this project include the
construction of a lagoon mouth channel approximately 200 feet wide across the
existing beach, westerly of Carlsbad Boulevard. The channel will be lined
with riprap to the low water edge of the beach. Through a combination of
. excavation and dredging, a large area of the lagoon will be reconfigured to
establish subtidal and intertidal habitats. The volume of material to· be
removed will be sufficient to establish a tidal prism which will ass.ure
continuous tidal influence and daily scouring of the lagoon mouth. Suitable
material will be used for beach replenishment, if feasible. The levee (or
berm) will separate an area of the marsh from tidal influence thereby
preserving the existing freshwater and brackish marsh habitat. Water will be
divered from San Marcos Creek to maintain the diked freshwater marsh.
Additionally, sediment catch basins will be placed upstream in the creek channels that input to the lagoon.
Since shorebirds, dabbling ducks and the endangered California least tern
(,CLT) presently use the lagoon, the project is designed to result in no net
loss of habitat values for t~ese species. Only the FWS and CDFG conducted
this analysis of the net effect of each project alternative upon the existing
habitat value for shorebirds and dabbling ducks. The restoration plan
includes provisions for CLT nesting areas. No fewer than four nesting
locations averaging about 8 acres each will be constructed within the lagoon
syst.em as determined by FWS and CDFG.
In addition to the preferred enQancement project (presently proposed), a range
of preliminary alternative configurations were evaluated.
3
Section 3. METHODOLOGY
The involved agencies(FWS, NMFS, CDFG, and POLA) utilized an agre'ed-upon
habitat evaluation p~ocedure to assess the impact area ~nd the mitigation
project. Figure 1 pr~sents a sthematic diagram of the eialuation procedure.
The evaluation team of biologists from FWS, NMFS, 'CDFG, and POLA were
responsible for famil iarity with the ex;'sting biological information and
studies pertinent to outer Los Angeles Harbor,. Batiquitos Lagoon, and other
appropriate coastal 'embayment habitats.' POLAprovided appropriate' maps and
preliminary engineering drawings of the proposed landfil~ construction. Maps,
drawings, arid recent studies of th~ Batiqu'itos Lagoon resto.ration alternatives
were provided by the Coastal Conservancy and by the affected property owners,
HPI and SAMMIS, throug.h their cQnsultants. The team also reviewed an ongoing
study, Assessment of the Functional Values of Bati-guitos. Lagoon,being
prepared by Woodward-ClydeConsultants for the. Coastal ,Conservancy.
All important activities, assumptions", and. conclusions" directly', relclted to
the habitat evaluation, were discussed or conducted. mutually and coopera·tively
by the evaluation team. The pr.ocess utilized in this habitat evaluation
included the following general steps;
a) determination of proposed project. scope;
b) fish and wildlife resources likely to besigniffcantly impacted;
c) establishment of mitigation goal;
d) definition of harbor cover type(·s);
e) mitigation site identification;
f) conceptual design of mitigation area construttfon; .
g) harbor and mitigation site evaluation speties list development;
h) formulation of habitat suitability indices for the project and
mitigation alternatives; .
. i) determination of habitat units for the project area and the
mitigation alternative area;
j) determination of the necessary size of the mitigation area to offset
proposed project; and
k) determination of the potential excess habitat values (mitigation
credits) available to offset future fill projects in San Pedro Bay fO'r
each alternative.
Relative value indices were not used.
The fish and wildlife resources of concern in the'landfill project vicinity
were water-associated migratory bi rds, such a$ gull s, terns·, cormorants, brown
pelicans, grebes, mergansers, and surf scoters, and coastal mari'ne fishes such
as croakers, surfperches, California halibut, norther.n anchovy, flatfishes,
sand basses, bay sharks and rays.
The accepted mitigation goal of the' evaluation team was': no net loss of
in-kind habitat value. The evaluation speci~s included exclusively fishes and
birds. The evaluation species chosen for the harbOr site ~nd the compensation
site are either common tob(ith systems o.r consideredecologitaliyequivalent.
A fundamental premise to the habitat evaluation procedure was that fishery
resources would not be traded for avian resources, or vice versa. Since the
existing habitat at Batiquitos Lagoon supports shorebirds, dabbling ducks and
the endangered California least tern, it was agreed that the restoration
project for Batiquitos must conserve the existing habitat values for these
species. Therefore, a separate evaluation was conducted by FWS and CDFG to
assess the gxisting shorebird, dabbling duck and least tern habitat values at
Batiquitos Lagoon. This was a major ,factor in determining the preferred
enhancement/mitigation project to be implemented at Batiquitos.
Only a few habitat compensat-ion measures are presently considered feasible for
offsetting habitat losses of ha,rbor landfill s. The principal measure at
Batiquitos Lagoon is to restore unrestricted tidal influence to a significant
portion of the lagoon and create and enhance coastal embayment habitats by
excavating varying volumes of sediment. In its pre$ent condition, the areas
of Batiquitos Lagoon which would be enhanced have little biological value to
any marine evaluation species. Several al~ernative enhancement plans that
achieve the restoration goals by creating different proportions of intertidal
and subtidal areas were proposed. The considered alternatives with varying
ratios of subtidal and intertidal areas are described in Exhibit A.
The selected cover types used for the basis of the habitat evaluation were:
Los Angeles Harbor water surface area measured at the mean high water line,
±4.8 feet mean lower low water (MLLW);'and Batiquitos Lagoon water surface
area measured from ±5.0 feet MLLW to -5.5 feet MLLW,. Only intertidal and
subtidal areas within thh evaluation range were evaluated. Areas that
contain California least tern nesting activity, salt marsh or freshwater
marsh/sedimentation basin were not considered in the habitat evaluation
process.
The twenty (20) selected evaluation species or groups for. both the proposed
landfill a.nd enhancement alternative' sites are listed in Table 1. The'habitat sui tabi lit.Y i'ndices for each species or groups at the proposed sites were
determined by the judgement of the team member{s) of each participating agency
based upon best available information and then averaged. The habitat
suitabi.1ity ;'ndices ranged from 0.0 for no habitat suitability to 1.0 for
compl ete habi tat suitability. Habitat suitabili ty indices were derived for
the existing condition ,and the future condition at both the project impact
site and for the alternative enhancement proposal sites. The landfill and the
enhancement construction were assumed' to be concurrent. The habitat 10ss from
outer POLA fill was assumed to be total and to have occurred between year zero
and year one. Similarly, the Batiquitos Lagoon habitats in the areas to be
restored were assumed to have little value for the evaluation species and that
full predica,ted habitat value would be achieved after the first year following
enhancement.
From the array of enhancement alternative previously evaluated, a preferred
enhancement proposal was developed for impl~mentation (see Table 2). Under
this proposal, 390 acres are available for restoration. Based upon
preliminary engineering design, the net impact of the propos.ed Pactex
5
construction in POLA outer harbor was determi.ned to be 116.8. acres (see Table
3). Further refinement of the landfill and mitigation site engineering design
may result in a revision to the acreages of the impacted and mitigation areas.
The habitat units per acre were calculated for the impact and enhancement
sites by summation of the mean habitat suitability indices.. The predicted
habitat value losses at the Pactex landfill were tabulated by comparing the
habitat value of the existing condition to' the habitat value a;fter the
landfill is completed~ Also the predicted habitat va·lue ga;-ns at the
Batiquitos Lagoon enhancement site Were tabulated by comparing the existing
habitat value with the future (enhancement) condition. Habitat unit gains and
losses for the twenty (20) se 1 eC.ted eva 1 uati on speci eswere the un its of
measure and were exchanged on a unit-by-unit basis.
The net result of comparing habitat unit changes at the Pactex landfill
(habitat unit losses) wtth the net habitat unit changes as Batiquitos Lagoon
(habitat unit gains) can be represented in a ratio that indicates tha offset
requirements. Those trade-off ratios are' 1.138 for Alternative 1, 1.062 for
Alternative 2, and 0.52 for Alternative 3 (Table 4).
As shown in Table 5, the Batiquitos Lagoon habitat gains would not only
compensate -for the Pactex landfill (118.8 acres) in POLA, but would restore
varying amounts of excess habitat value (83 to 325 acres of central SM Pedro
Bay outer harbor. habitat) that may .be used to offset future landfill project
in San Pedro Bay or other appropriate 'port districts.
In summary, the three alternative p1a'ns in Exhibit A, the Batiquitos Lagoon
Enhancement P1 an, sati sfactori ly meet the fo 11 owi ng objectives: .
1. avoids harm to California least tern nesting activity,
2. avoids any loss of habitat value for shoreb'irds and dabbling ducks,
3. offsets marine resources and habitat loss from the Pactex landfill,
and
4. Would provide additi.onal habitat values which would be. counted as
mitigation credits that can be used to offset future San Pedro Bay
1 andfill.
6
Figure 1: Habitat Eva luati on Process Flow Di agram
defi ne project
t-' .. -....... ~ and 1 ike 1y impacts
detenni ne
miti gati on goa 1 '
determine habitat
suitability indices
for project area
s\elect ~ -:.. - -eva'luati al species
, ,
I ....
define mitigation
area and impacts ~'-----... determine habitat
suitability indices
I -calculate the habitat calculate the habitat
units in the ____ units in'the project
miti ation area area
I
I ~
determine net los~ i'-_____ , determinf} net ,gain .
within project within mitigation ar,ea
I
I .,
calculate mitigation area
requi red to offset project
area loss.
( ,
y
determi ne excess (mi tigati on
habitat value) avai lable for
banking
TABLE 0-2
BATIQUITOS' LAGOON ENHANCEMENT PROJECT MAINTENANCE FUNDING
INHIAL I NVESn1ENT INFLATION ANNUITY
DEPOSIT RATE RATE. AMOUNT
$4,852,485 8.2% 5.2% $236,115
===========================================.======================-=;:==?=====
INTEREST TO MAINTENANCE END.ING
YEAR EARNED' ACCOUNT BALANCE
1 236,115 4,616,370
2 378,542 248,3·93 4,746,519
3 389,215 261,309 4,874,425
4 ' 399,703 274,898 4·,999,230
5 409,937 289,.192 5,119-,975
6 419,838 304,230 5,235,582
7 429,318 320,050 5,344,8~0
8 438,278 336,693 5,446,435
9 446,608 354,201 5,538,842
10 454,185 372,619 5,620.,408
11 460,873 391,995 5,689,286
12 466,521 412,379 5,743,428
13 470,961 43"3,823 5,780·,566
14 474,006 45.6,382 5,798,191
15 475,452 480,114 5,793,529
16 475,069 505,079 5,763,519
17 472,609 531,344 5,704,784
18 467,792 558,973 5,613,603
19 460,315 588,040 5,485,878
20 449,842 618,618 . 5,317,102
21 436,002 650,7'86 5,102,318
22 418,390 684,,627 4,836,081
23 396,559 720,228 4,512,412
24 370,018 757,680 4,124,750
25 338,229 797,079 3.,665,900
26 300,604 838,527 3,127,977
27 256,494 882,130 2,502,341
28 205;192 928,001 1,779,532
29 145,922 976,257 949,199
30 77,834 1,027,023 7
- 3 -
Table 2: Summary of Batiguitos Lagoon Enhancement Plan Alternatives
Alternative 1 Alternative 2 Alternative 3 Area of interti-dal 170 . 217 317 (Acres)
Area of subtidal 220 171 71 (Acres) .
Area of salt/brackish marsh
(Acres) 139 141 . 141
Area of freshwater marsh 33 33 33 (Acres)
Area of least tern habitat 34 34 34 (Acres)
,
This list of 30 inflation-adjusted annual maintenance expenditures shall
then be util ized to detenni ne a mean annual rna intenance expendi ture in
year 31 dollars by dividing the 'sum of the 30 annual adjusted maintenance
figures by 30. Additionally, the list of annu~l maintenance expendi.tures
shall be used to identify the greatest maintenance expenditure which was
required in any of the 30 preced1ng years.
A 95% confidence interval about the inflation-adjusted llEan annual
maintenance cost shall be calculated using the fonowing fonnula:
x+ 1.~~~ for X = Adjusted mean annual maintenance expenditure.
N = 3q (the numb.er of years being sampled) •.
s = Standard deviation of the 30 i~flation-corrected annual
maintenance expenditures •
. For example, if X = $500;000; and s = ,$51,000 then the 95% confidence
interval about the mean annual mainten(!.nc;e cO.s't,would be
$500,000 ±. 1.9Pb$51,000)
or $500,000 ±. $18,250.12;, or $481,749.88 ,< X < $518,250.12.
Next, the 95% confidence intervals shall be arrayed about the mean annual
inflation, and the mean observed annual difference b.etween interes.t and
inflati'on through analysis of each of these paramete.rs as they relate to
each of the 30 years following Constructi-on Certificatio·n.
For Example:
1) The 95% confidence interval about the mean inflati:on calculated over
the 3D-year period will be computed as follows:
i ..:!: S(1~~6) for i = The mean of the observed i·nterest rates
the 30 years follo\'ling certification.
N = 30
s = Standard deviation.
Tor .each of
If i ~ 5.2% standard deviation = 1.0% and N = 30, then the 95% confidence
interval ,would be 5.2% ±. 0.35%; or
4.85% -< i < 5.55% -
2) The 95% confidence interval about the mean difference between
inte'rest and inflatton (Y) wi,ll be cOOlputed as fo~lows:
- 5 -
Table 4: Summary of Habitat Evaluation For Pactex Landfill And Batiquitos Lagoon Enhancement Plan Alternatives
PARAMETER EVALUATION SITES
PROJECT BATIQUITOS LAGOON
LANDFILL SITE ENHANCEMENT --"'Arij'~t-e r-n-a~t irv--e-1r--'"T'A ..... 1 t:"'""'e""'r""na-:t""':'i -v e--.::l:2---'AI-:;'1-=-te-r-n-a-:-'t i:-v""'e-=-3
1. Cover Type Area
Evaluated (acres)
2. Intertidal/subtidal
distribution within
evaluatio~ area (%)
118:8
3. Existing condition * 9.84
(existing habitat
units/acr~)
4. Future condition 0
('future habi tat
units/acre)
5. Net habitat units/acre (9.84)
(4.-3. )
6.
390
44/5'6
0.90
12.10
11.20
1.138
7. Area of Batiquitos (104.4)
enhancement required
to offset Pactex landfill
(Cover Ty~e.Area; acres of Batiquitos) Offset atio
388 388
56/44 82/18
0.90 0.90
11.35 6.02
10.45 5.12
1.062 0.520
(111.9.) (228.5)
* Exc~ uding.shorebi rds and dabbl ing ducks which were eval uated sepa~ately.
If the total of funds available in the Maintenance Account plus the funds
remaining in the Annuity Account plus the funds available in the long-tenn
Investment Account exceed the sum' of B pl us LAME, then
the portion of these combined funding sources which exceed the
computed val ue of the sum of B and LAME s,hall be refunded to the BOARD.
CDFG shall receive the portion of the combi ned accounts, whi ch is equal to
the sum of B plus LAME and shall establish two separate accounts
therewith. These accounts shall be known as the LAME account (equivaient
in size to LAME as identified a,bove) and the permanent maintenance account
(or B account) equivalent in size to B as B is to be computed. Use of
these two accounts shall be limited to providing for maintenance of the
Batiquitos Lagoon Restoration Project area. CDFG shall rely upon use of
the B account for lagoon maintenance except in cases of emergency in which
event CDFG may draw against the LAME account.
Using the agreed to interest and inflation assumptions, {i.e., interest
at 8.2% and inflation at 5,.2%} 'and assuming, for example, an initial
deposit of $3,385,764 into the investment account and an annual estimated
maintenance, cost of $236,115 (i.e., the deposit takes place 4 years from
the effective date of the Agreement). This account will grow to
$36,01~,261, and BOARD would, given this example, receive a refund of
$36,014,261 -$20,897,624 = $15,116,636 plus any remaining funds available
in the Annuity Account. If the differential between interest and
inflation turns out to be measurably higher than the agreed to 3.0%;
and/or if the annual mean corrected maintenance figure is less than
$500,000; and/or if expenditures and interest rates exhibit a degree of
consistency which results in tightening the 95% confidence intervals about
the parameters di scussed above, then the refund could be greater than the
$15,116,636 indicated above.
If, alternatively, the total f~nds available in the Maintenance Account
plus the funds available in the Annuity and Investment Ac'counts are less
than or equal to the sum of B and LAME, then CDFG shall become the sole
owner of funds then available and BOARD shall receive no refund. Given
this instance, CDFG shall use the combined total of the Maintenance
Account, Annuity Account and Investment Account exclusively for the
maintenance of the Project area and shall attempt to secure additional
funds which may be required for such maintenance from a variety of State,
Federal, local, or private fundi.ng sources. '
VEH:cam
csc3-5315
- 7 -
\\
---------.-----~-.-~ -----.-----.---.-.------------...-~-------------~ ----------------------->------
fJ S POSTt-MSTER
P.O> NO. ACCOUNT NO. INVOICE NO.
SSO 519 9289 0000
880 519 9289 0000
~~a~!iJ{Jre/ il /brn1K
Iftft!:" ~ ~7Vh7
No.119798 CITY OF CARLSBAD, CALIFORNIA
TOTAL
119798 t
INVOICE AMOUNT
222.81
2 1 767.00
2 1 989.81
.. \~-
t.., r~'
.".,._~,"/o--,.,.......~.,
r", •
-~ .....
1/23/39 ',CITY OF CARLSBAD
DATE:
1200 Elm Avenue
Carlsbad, CA 92008·1989
(619) 438-5578
Purchasing No. ___ ~ ________ _
Dept. N'o. ______ -.,.-__ _
'.:;·~~3~
Vendor NO., __ ~__+·r--'_':-:--_-_'.~, ___ _ REQUEST FO'R WARRANT
The Director of Finance is hereby requested to draw, a warrant payable
To: US POSTMASTER
Encinitas, California
IN PAYMENT OF THE FOLLOWING: ACCOUNT NO.
n~wsietter for Batiquitos 880-519-9269-000£ Encinitas m~mng ~.
Enhancement Project (residents living around
the lagoon).
TOTAL
Requested By: "
AMOUNT
$222.fH
, ,
.. "---
..
$222.81
Department Head ,City Manager "\,
.
----
"',l -"
,'.\
, .
" , '"f
, '/
. ;
,~, -
"
" f
, :)
. ~,
"
" ,' .. -
DATE: 1/23/89
Vendor No., ___________ __
CITY OF CARLSBAD
1200 Elm Avenue
Carlsbad, CA 92008·1989
(619) 438·5578
REQUEST FOR WARRANT
Purchasing No. _______ _
Dept. No. _________ _
The Director of Finance is hereby requested to draw a warrant payable
To: US POSTMASTER
Carlsbad, CaUfornia
----------~-
IN PAYMENT OF THE FOLLOWING: ACCOUNT NO. AMOUNT
" 880""'Sl9-9289-0000 .
Carlsbad mailing -newsletter for Batiquito$ $2 .. 767.00 .
Enhanc~ment Project.
"
.
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TOTAL __ ~ _______ ---__
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Authorif:ed' By: "
i 'pt{:-.YLJu_~~ J4-~ --~,~i t·.t
Requested By:
Department Head
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ADDRESS.
A/C. NO~
4'293.9
__ : ... 11
.' CITY OF CARLSBAD
1200 ELM AVENUE • CARLsBJXD, CAl.;rFORNIA 92008
438·5551 ;'
II
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,,' -
DESCRIPTION
f( ,8
TOTAL '
AMOUNT ."
, :1
,r 1
'I
,8
CITY OF CARLSBAD
1200 ELM /(VENUE • CARLSBAD, CALIFORNIA 92008
/ 438-5551
RECEIVED FROM
~ ,
A/c.
'.'
~,O. DESCRIPTION -AMOUNT "
,ol-EPt-:3 Xe..Y'n'l -R 30,:.~
I .'
.. --;
It e~~~'1
> .f
V
~
~~ # '\~ <\:;:2\, , ,.,1\ <;,' .~~ "'\" .~ .'
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(&' .f.:$f;?~ ~> ;-~\' ;
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... ..::::~ .
42939 TOTAL ) " \ . 8 80.
ESCONDIDO BLUEPRIN'T CO. . CReER' FORM
~~ 440 NO. HALE A,VE. DATE 19 ,
ESCONDIDO, CA 92025-2462 I J 1. XEROX 9500 4. XEROX 20BO
745-8626 '2. BLUE'PRINTING 5. PHOTOGRAPHY
3. sUPPLies 6.
SOLO TO: CUST.# P.O.# .
COOE NO. NO. TOTAL ORIG. GUAN. OESCRIPTION: CASH CHG. AMOUNT PRINTS SQ.. FT.
L2 { ( 1ft 58)l/~ ~ Tf ..,. 1.-/ " '! ,?. (x: (0 D -~ j
;;L I I ~L jcnM" '!j2-i ---~ ....., I ~s t!.-.c-;vU
./c:L I I I P7( Lil-Y..' t;;S . ......;
r1 · . : " tJ"a., {(}'~7
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SPECIAL INSTRUCTIONS: --
'" f-D m~ 3& ..ICBa TAX
.~ TOTAL I/) 't; '5
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~ __ .' __ ~ .. ",_._~_ .. _ •• r __ ._. __ ._.~. _~ __ ~~ __ ",,,,,,,, ... ,. __ , • __ ..... _. ~. ~_ ...
r--------~--
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Amount $ ... \0 .................. :................ No •................................... : ............ _
RECEIVED OF PETTY CASH
Q '. . .............. : ..................... 9J.J.~ ................. 198.5
For ..... 8.ffIl .. ~ .. U1IOS. .. l%.fr.9.~ ............ t1.a:~ ................ , .. .
Charge to ............ DJ .. = .. r.b...lQ .. ~ .. 2-r.a.b.a ............................ , ...................... .
................. _-....................... _ .... _._ ...... -_ ............. -.... _ ................................................... ~ .... --.......... .
Received By
Date Department Dept. Req. No.
9/15/83 R/A Group #11
PURCHASE REQUISITION
CITY OF CARLSBAD
Date Needed P. O. Number Assigned,
9/15/83 . 10924
VENDOR NO.
Confirming
$HIP: City of Carlsbad REMIT TO: RECOMMENDED VENDOR: . San Di ego County
TO __ RE_S_E_AR-'.,C_H.:.../ A_N_A_L_YS_I_S_G_R_O_UP__ TO ___________ TO . Dept. of' Pub li c Works/Mappi ng
ADDRESS~096 Harding St. . Section
ADDRESS ________ '--__ ,ADDRESS 5201 Ruff; n Rd., #D
~i~~~ _~C.::.a r~·l.o..::s::.:b:.:::a:.:::d~,_9::.:2::.:0:::.::2::.::8:__ __ _ CITY & CITY & A 12 STATE ________ --,----, __ STATE San Di ego, C 92 3
TELEPHONE NO
Item Quantity Unit Of Description Account Unit Amount Measure Number Price
l. six each MYLARS .., Ortho Topo Photographs,
Batiquitos Lagooll 01-1610-2660 10.00 $' 60.00
plus tax
i
;: . Item " ' .. ;;.: \::·Venc:lor;s Na~e~~·.: (:~:1~~;:''it~51:~~~'<' ~(~!~9.;~tt~·: ··:::lt8m. , -'>;;'~'l~: ve~do'r:s ·Na~~>'>_. . ; '_:::~~::f~~:":: '. . .. ·::j·i\~::iC~ )~~ .
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COC\lC\l co m C') L{) m . '?'?x ,...mW ~~g 05Olco ,...,.....r (OCO~ ..r
CHARGE TO:
~
A BLUELINE PRINTS
B BLACKLINE PRINTS
C BROWNLINE PRINTS
D SEPIA TRANSPARENCIES: (R) REGULAR
(E) ERASABLE
E . AMMONIA MYLAR: BROWNLINE
BLACKLINE
F CROLUX
XX XEROX
CHARGE TO:
INVOICE
o 11660
.cUSTO.l';JER NO.
AMOUNT
TOTAl.
INVOICE
N~ 11663
CUSTOMER NO.
t::. ORDERED BY: DATE'.
Q) ~~~~~~~==~~~~~==~~==========~==~~~~~~g;~~~==~======~==== • <0 ITEM NO.OF NO.OF CODE DESCRIPTION AMOUNT NO. ORlG. SETS • r====F=7,=4====~~+===,~==================================~~====~===== CO~~1~-r~A~'~~~~~"~3~b~~~ __ ~ __ ~~~~~~ g Q) I
~~~~_2 __ ;-__ ~r-__ ~ __ ~~ ______ ~~ ______________ ~ ____________ ~ ____ ~ ______ ~L-__ _ .,... <I: . I ~c..:8 <l:aor----r---t----r---t-----------------------------~--------~~-----4-----0<1: a: 4
3
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Z • t====b==~====~==d=================================T,=====~~====~===== <I: 0 en 0
STAPLE YES 0
~
A BLUE LINE PRINTS
B' BLACKLINE PRINTS
C BROWNLINE PRINTS
D SEPIA TRANSPARENCIES: (R) REGULAR
(E) ERASABLJ;:
E AMMONIA MYLAR: BROWNLlNE
BLACKLINE
F CROLUX
XX XEROX
DE~IVERY
SUBTOTAL
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BEll BLUEPRINT
1828 SOUTH HILL ST.
OCEANSIDE, CALIF. 92054
PHONE 433-6881
ClTY CUST~O~M"E~R~'S~----------------------------------------~
NUMBER
NO. NO. SQ. FT. EA pRIGINAL~ PRINTS PRINT
"
QUAN. DESCRIPTION .-
CASH 0 CHARGE'D
TOTAL
SQ. FL AMOUNT
RECEIVED_;;·~l'-. c.: f /I V. TAX Lfl-.1
X ! (rlYlii 7. ~ jib/ftL-" TOTAL -~.-L{
"---"'-U' / ~ / .J /. i
! TERMS: NET 10th EACH MONTH -
A SE 'ICE CHARGE OF 11/2 % PER MONTH WILL BE ADDED ON ALL ACCOUNTS 30 DAYS PAST DUE.'
Soeedlply· ":Kp·· Patented
Date
10/4/83
Department
R/A Group
~HIP:
PURCHASE HEQUISITION
CITY OF CAR LSBAD
r.:J.-e VENDOR NO ..
Dept. Req. No. Date Needed P. 0: Number Assigned . Confirming. #14
REMIT TO: RECOMMENDED VENDOR:
TO _R~E_S_EA_R_CH--,-/_AN_A_L_YS_I_S _G_RO_U_P __ TO ________________ ~ ________ TO California Framing & Supply
ADDR ESS ---,3>!..!0~9~6:.-!.!H-"'!.a r!....:d~i!..!.n!.;:g1-::;!.S~t.!.... --' __ _ ADDRESS _____________________ ADDRESS-=5~6~0_-~C_G~·r~e~e~n~b~r~i~e~r~D~r~. __ __
~~~~~ ___ C_a_r_'_s_b_a_d.;:..' _9_2_0_0_8 ______ _ CITY & CITY & STATE ST ATE __ ~O~c~e~a~n~s~i..:::dc.:::e..a., -=.:CA~9::.!2=.:0::..;:5::...4=___ __ _
Item Quantity
1. 4
Item
Requisitioned By:
Unit Of
Measure
ea.
Description
TO PAY invoice #4514, dated
9/22/83 for 4 pieces of 4x8
foamcor
pAYING
'. '. ~
TELEPHONE NO 439-0440
Account
Number
01-1610 .. 2660
Ordered By:
Unit
Price
5.05
L L~prov:d Y7:/ /~'I'_-" r"L«_ A 'r.J~t!£~ --;/T/ ~
_------______ -."/."--1,, _____ --'-______ ..1.-__ • __ • ___ .• _
Amount
20.20
~.Price , ,",
4514
(SI9) 439·0440
SHIP TO
TO
<'---------------~------------------;
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-.......... -................. -.......... -......................................................................................... + ....... _._-....................... : ........ -........................................................................ · .. · .... ·-...................... · .. · .... · .. ·-· ........ · .. -··1 ...... ·-·---...... -..... . .... -........ -... _ ..... ,,-..... _ ........... " .......... " .............. .
................ .. -_ ..................... ; ........... _ ......................... -.................. " .................. , ......... " .............. .
............. ·······:-······_-_ .. _···· .... ······_····· .. ·· .. ·_-1· ............ • ............ > ... ; ........... ; • ..,.. ..... -.. _ .. :., ................... , ..... -.............. -.. --..................... -.-c .. c .... -·-.. -·-· .. · .. -: .. · .. +,· .. ··-···-·-_ ....... __ ... _ ....... '".-~--..... -,~.-.--.. --.--... --,.-... ~--.... -.-..
-~ .... -.---..... -..... -............ -... -.. -.-... -... --.... , ............... _ .. -...... _ .................. _ ... _._ ........... __ ......... _ ........ : ............... -.... : .............. __ ............. --:-...... _ ........ __ ........ _._ .............. _ ......... --.. --.-.-............ -...... _ .... __ .. ,_. __ ... _ .... -...... --.. -. -......... _._ ... _ . ...-... __ .--.... -.......... -.. .
.. --.. --.-... ----.-............. -.-................ -.-_ .. __ ... -...... __ ..... _ ........ _ .. _ .............. _ ....... __ .. _ ...•... ~, ... _._ ..... __ ._ ....... _._ ... ;_ .... ,_ •.... ~._.M .... _ ........ __ ._ ..... _._ ... ~ ..... _ .. _._ ............ ___ ... _._ .. _ ............. _ .
.• " •••• -.-.......... " ......... -~ •. -............ -... • .... , ..... , .• _ .. _ ........... _ .................... , ..... _ ............................... _ .................. "._w_.m ..................................... , ......... _ ......... ~ ........ _ .. _ ..... _._ .......... _ ...... _.-. ....... _ .............. __ ............. _ ... _ .. ~ .. _, .......... _ .... ~ ..... ¥ ___ ., ..... •••• ........... "m .... _·· ..... • ....... ·" ....
TRIPLICATE
L...... ________ . __ _
• ..... ~ ..• -~v~-w.r,'~~f-... ~v" ., ,0' •••• ~-'>4~uE-lis' 1IWi .f •• 'U ,'-t"f 'Fn·~;:·':·_··I·'('L ,£ OJ*::.:61 t, _ 'j litll:t\
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CHARGE TO: ~Lod"(l~
L<~IJ&7~~ , -~ -~--r--~~7 .----I
<0 <0 ~ I O~~~D ~~: __ ,?KkbifJ3,_ DATE: if: (~'lt~, I
..--.<0
INVOICE
~ 13886
CUSTOMER NO.
AMOUNT
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COO L-----t-~_4~~_+~~~-=~~~~~~~------+_~~_t~{}~~~-=------~------~~~~o&jr
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N(§cri 3 0) .0 ~ __ -+ ____ ~ __ ~~~~~~~~ __ ~ ________________________________ ~ ______ -+~ ___
«00 4 0«0:
m« t~~Jt=:~~~~~~J:~~~~~~~~~~~~~~==================Jt========t===~ 6~:::E 5 eJo:Z ~«« 6 0000
Z • ~===b===d~~t=~~~~~~~~==~================~=======+======~====
~ 8 .~
t:
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STAPLE
DELIVERY NOD
• M :1 I I C II ,,) ~o ' I 7 --'" --
wO:
~W 5 lL
0 00 « « ~~ Oa:Z 0:0« 000
WOO o:-::r: «0.0 ii:oz lLii:«
6coO: ~:§:g lOMe')
~
A
B BLACKLlNE PRINTS
C ,BROWNLlNE PRINTS,
D SEPIA TRANSPARENCIES: (R) REGULAR
(E) ERASABLE
E I AMMONIA MYLAR: BROWNLlNE
BJ.,ACKLlNE
F I CROLUX
XX XEROX
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PURCHASER:
INVOICE
MAKE CHECKS PAYABLE TO:
DANIELS CABLEVISION, INC.
AND MAIL TO:
ROBERT LUCAS, PROGRAM DIRECTOR
DANIELS CABLEVISION, INC.
P.O. BOX 344
CARLSBAD, CA 92008
cQbl,eVISlon
CITY OF CARLSBAD INVOICE NO: P201
1200 Elm Avenue
Carlsbad, CA 92008-1989
Attn: RIA,Group 1--__ _
DATE: Jan. 27, 1984
TERMS: Net 30 i
ORDER NO: 011476 DATE ENTERED: Jan. 27, 1984
DESCRIPTION
Recording and editing ,soundtrack for
Batisquitos Lagoon slide show. Fac'ilitie
rental -January 19 (1~ hrs.) and
January 20 (1 hr.)
~ .f:)tot$) ~ 0 ...... qf-~ V·,\\o~ ~
UNIT PRICE
$30./hr.
TOTAL DUE
Cc.: ::.. ,":.::;:1 C:)f':1mun:cati::;ns Cente~
INVOICE AMT.
$75.00
, .
$75.00
P,O, Box 344 • 5720 EI C2!'71;nO Real • Carlsbad. Calif. 92008 • (619) 438·7723
... I
Date Department
1/24/84 R/A Group
$HIP:
PURCHASE REQUISITION
. CITY OF CARLSBAD VENDOR NO .
Dept. Req. No. Date Neediid
#23
REMIT TO: RECOMMENDED VENDOR:
Attention:Bob Lucas
TO ___________________________ TO Car lsbad Cab levi si on
ADDRESS· ______________________ ADDRESS P.O. Box 7800
TO . RESEARCH/ANALYSIS
ADDRESS 3096 Hardirig' St.
CITY& Carlsbad,. 92008 STATE~~~~ __ ~ ____________ __ CITY & ... CITY &
STATE STATE Carlsbad, CA 92008
Item Quantity
1.
/) I n
Unit Of
Measure Description
Recorr'l=.d pdit audio fQ:r:
~ 'BATIQUITOS LAGO~e .. -----presentatl0n at the rate.
of $30/hr. (not to exceed
TELEPHONE NO.
Account
Number
$120.00) ; 01-1610-266(
I
I"'--W
438-7723
Unit
Price Amount
· ,
-;
.~. .
.. -",
CHARGE TO: INVoicE
N2. 0459
~
A BLUELINE P S
B BLACKLINE PRINTS
C BROWNLINE PRINTS
D SEPIA TRANSPARENCIES:(R) REGULAR
(E) ERASABLE
E AMMONIA MYLAR: -BROWNLII'{E
BJ.,ACKLINE
F CROLUX
XX XEROX
.. ,-,.
).:' :-.... ,t.. -.~ l • ~ ..... , ._:~.:~.-:F.:,_
..~ .
STAPLE
~
A
B
C
D SEPIA TRANSPARENCIES: (R) REGULAR.
(E) ERASAB.LE
E AMMONIA MYLAR: BROWNLINE
BLACKLINE
F CROLUX
XX' XEROX
t·· .. _. .' .. . .'~ -.
::-
• -•. ji' -.. ,-\ . ;?¥.
.-~'" .. ~ .:"
INVOICE ..
N2 0429
CqSTOMER ~o;
DELIVERY
SUBTOTAL
TAX
__ I .. ,
P.O. BOX 878· 687 FIRST STREET· ENCINITAS. CALIFORNIA 920 'D -, 619-753-6543·619-452-1281 LANDI/sr' .&/
,', PLA/iN, .... nr:.. . .... """4-1.1·" i
, . Michael J. HOlzrtu
L:and Use Plann((ig Manager I
01-32·-30-dSi.(./)
City of Carlsbad
. . 11.1\·,,/
.. > r"'u""-
, -. ~'~:~·~f'.~:,:;,".,ft-:.:./
984
. PLANNING DEPT. . r
L ------------1 '
PLEASE DETACH THE TOP PORTION' AND RETURN WITH YOUR REMITTANCE
NORTH· COAST PUBLISHERS, INC. -P,O.BOX 878-ENCINITAS. CO 92024-0878
3/3
3/3
3/3
3/3
3/3
3/7
3/7
3/7
3/1.0
3/17
3/17
3/17
3/17
3/17
3/17
3/17
3/17
3/17
3/17
3/17
3/17
3/28
3/28
LEGAL ADVERTISING-CARLSBAD JOURNAL
Public He'aring, LN-12 + MaP..!'
Public Hearing, LN-ll + Mapv'
Land Use, LN:"l.o + Mapv'"
Public Hearing, LN-13v'"
Public Hearing, LN-9~
Negative De~laration, ND-21~
Notice of Preparation, NP-7~
Prior Compliance /
Negative Declaration, ND-22~
Publ ic Hearing LN.-17 + Map""'"
Public Heasing LN-2.o + Ma~
Public Hearing LN-14 + Ma~
Public Hea~ing ~-l5 + Map..!'
Pa.bl.ic Rearinq {Re"areh/Analysis G~qp
Negative Declaration, ND-23/
Negative Declaration, ND-.24....,.c"
Negative Declaration; ND-~5v1
Public Hearing, LN-18 + Mapv'
Public Hearing, LN-19 + Mapv'
Public Hearing, LN-16 + Map~
Public Rearinq', B-24 +:'.P
Prior Compliance, PC-,./
Negative Declaration, ND-26vf
1.0
11
11
l.o~
9~
4
4-
4
4
1.0
l.o~ . l.o~
10
3Jt
4~
4.75'
4
9~
11
l~
3.75
4~
3.50.
"" "If
nn I, "
"" ""
.11 "
II II·
1111
••
1111
II II'
1111
II Ii
1111
""
Ii"
1111
TOTAL '[>.
O'U'E
$35 • .0.0
38.5.0
38.50
36.75
33.25
14 • .0.0
14.0.0
14 • .0.0
14~.o.o
35, • .0.0
36.75
36.75
35 • .0.0
lI.3~
14.88
16.63
14 • .0.0
33.25
38.5.0
4.0.25
-'-·~:ft·
13.13
14.88
Cont.
TERMS: NET. NO DISCOUNT. All charges incurred by the Advertiser· or his agent shall be Paid within 10 days from invoice date .. A disputldinvoiee amount must be
reported in writing within 10 days of original billing date. Aftin 10 days aillOvoices will'be COnsidered correct ahd payable in lull. Any balance due.over 3O'days will be
charged 1 % per month service charge.· This IS an annual percentage rate of 12%. however the amount charged shall not exceed the maximum. legal inter~trate.
COAST DISPATCH. DEl:. MAR SURFCOMBER • RANCHO SANTA FETIMES.CARLSBAD JOURNAL. CAROUSEL
... n ...... o ~I ... \I ... , AII'l <;TATION JET JOURNAL. NORTH. ISLAND NAVAL AIR.STATION·NORTH iSLANDER
, -.. ~-:: •. _---_·;-.. _u '--.--,-----
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STAPLE •
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oco W F CROLUX C\I co ttl cocco ttl"'''' XX XEROX
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(R) REGULAR
(E) ERASABLE
BROWNLINE
BLACKLINE
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";, .
INVOICE
.,
I~' ". f. i~
N2 0534
CUSTOMER NO.
. ....... !
r-:, .. , ,'0.
";"'-,:.,
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. ~ .. ' . :.' '.
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A . RICK
5620 FR,IARS ROAD .' SAN DIEGO, CALIFORNIA. 92110-2696
...... : " ',. !E.LEP~E,CE'l'V.E.IY . 291-0707 ... ". . '. R9~.<· .n· . . , . . .' ____ 12.. __ ... ________ _
.' ' .. ,' '. ~ . ... ..
'. ' .. ,. 'OCT 2 8,·1984. '. :
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North·' Coast Pu·blis·h'ers·/ In:c~:
. P.O. BOX 878 ·687 FIRST STREET· ENCINITAS; CALIFORNIA 92024-0878
6.19-753.-6543 ·'619-452-1281 .
CITY OF CARLSBAD CD/Sept. Research Analys'!s Gr9up
p .• o. II B.12294
PLEASE DETACH THE TOP PORTION· AND R~URN WITH' YOUR REMITTANCE .
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. , '. NORTH COAST PUBLISHERS, INC~ -P.O.BOX 878 -ENCINITAS. CO 1I202~0878 ~.:,:--;/ ... >~~-
9/08
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LEqAL ADVERTISING-COAST DISPATCH
Draft Batlqu1tos Lagoon . "".:tit .q •• 92
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TERMS; NET. NO DISCOUNT. All charges incurred by the Advertiser.or his agent shall be pa.id :.vitti in 10 days frani invoice date: A disputecl'lnvoice.amount musfll8
reported in writing within 10 days of original billing date. After 10 days aJl"invoices'wiIJ be considered correct aild payable i.n .full. Any IJalance due over 30 days·will be
charged 1% per month service charge. This is an annual percentage' rate. of· 120/., however the amountcharged:sliall not exceed !he' maximum legannterest rate.
COAST DISPATCH. DEL MARSURFCOMBER. RANCI:IOSANTA FE nMES·.·C.ARLSBAD JOURNAL .• CAROUSEl .
MIRAMAR NAVAL AIR STATION JET JOURNAL • NORTH ISLAND NAVALAiR'STATION NORTH ISLANDER" .
"'--------SAN DIEGO NAVAL STATION'SIGNAL BRIDGE. NAVAL REGIONAL MEDICAL CENTER DRYoOcK .:-....;,..-----/
WRITE IT~DON'T SAY IT INTER-DEPARTM,ENT MEMORANDUM
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DATE to r 19 \('4-P~~. ",,,"
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REPLY ON THIS SHEET • FR~M ~~. I t<jAG,
WILMER '"SERVICE" llJ"E
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STANDARD INTER DEPT. MEMO FORM 11-24~PD/
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.ADDRESS
A/C. NO.
43217
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CITY OF CARLSBAD
120(> ELM AVENUE • CARLSI3AD, CA~IFORNIA 92608
438·5551
DEseR I PT,ION
TOTAL
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CITY OF CARLSBAD
1200'EU~1 AVENUE • CARLSBAD, CALIFORNIA 92008
438·5551
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RECEIVED FROM -t ~rc( C '\ • ~ , [lr ;A\"!~&TE '( ~ $F1ti - : -, r . I , , ADDRESS
A/C. NO. DESCRIPTION AMOUNT
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CITY OF CARLSBAD --
1'200 ELM AVENUE • CARl~B~PiPAL!.LF..e.RNIA9200S., Hl~QO t18 ~
438~~?JJ4~i.,1 i ~ll.lll iJij tg~tlg if!.!-
ADDRESS
A/c. NO. DESCRIPTION AMOUNT
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>1200 ELM AVENUE • CARL§R\~PJ g~L.lfO~NIA 92008 10W9 .... ' " " ~h;>· 438-5551 '
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RECEIVED FRO~\)TF (:., )6(1f) EEfi(t!\& \ D ('\81-,
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CHARGE TO: ,INVOICE
'CUsTOMER NO.
DEUVERY
e e, STAPLE SUBTOTAL e
(") c:i TAX c:2 ,/3 oOC ~--~-----=~~=F==================9=====================~======~======~~===
W ~ ~ TOTAL 37'?S-!::<t: :::>1--A O(/)Z <t: "<t: B O~(/) C
OCO O
(/) 0 ~ D SEPIA TRANSPARENCIES: (R) REGULAR
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CC Q ~ E AMMONIA MYLAR: BROWNLINE '
u. a. ' BLACKLINE oco(/)
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F CROLUX
XX XEROX
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.·ElR LOG SHEET'
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. 1 NO o' OWNER/DEVELOPER ----------------~~~~~~--~-----------------
TITLE:
CONSULTANT:
PROJECT RECEIVED: ~-. --------~------~--
11) Request for Authorization
. 13) ~ Prepare RFP
PROJ·ECTS:
C<;>mpleted
·/Received
. I
~ Consultant appro\,ed b oQ1l' C ,>i(!A~ " r fV'Q.}N.;:::)--r ~.
; 18} lk-\ 1 1
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110 )
. 111) Staff comments serit I .
:' n Draft returned 50 copies ~-='~'"f5 I ~------~--~----------~----~-=~--~~~--------~--~~--~~----
\'13) N9tice of Completion Post Pub.
114)· Dr.aft out for Review· :D-ti~~?rfr?
1~1~5~) __ D~r~a~f~t~t~O~L~i~b~'r~a=r~y~ ______ -+ ____ ~~~~ ____________ ~ ____ ~~ _______ I.
1~1~6~) __ D~r~a~f~t __ t_·o __ ~_e_v_e~1~o~p~e~r~. ____ -+ __ ~ __ ~ ______________________ ~---------I
117) End Review period ~(
1.18) Comments sent to Consultants
119) Response to Comments
120) End Final Staff review
,121) Notice PC ijear"ing
122~)~S~t~af~·f~R~e.~po~r~t~t~o_~~=-=w~1~B~\~~~ ____ ~ ____ ~ ____________ ~ ________ 'I
123). PC. meeting
124) Agenda Bill' 1 .
125) Council Meeting t
126) Notice of Deter:mination I·' --~-----~~~~~--------~------------------~--~~-------
'Co~ments:
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