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HomeMy WebLinkAbout78 Corridor Cities; 2018-04-24; 18-D0240-1Oceanside City Document no. 18-D0240-l 5/9/2018 (19) Page 1 of 6 MEMORANDUM OF UNDERSTANDING BY AND AMONG THE CITIES OF CARLSBAD, ESCONDIDO, OCEANSIDE, SAN MARCOS AND VISTA FOR FUNDING OF THE INNOVATE 78 ECONOMIC DEVELOPMENT INITIATIVE This Memorandum of Understanding ("MOU") is made and entered into on 2"'\'j/\ e" ~ll_, 2018 by and among the cities of Carlsbad, Escondido, Oceanside, San Marcos and Vista (individually "City" and collectively, "78 Corridor Cities" or "Cities"). RECITALS A. The 78 Corridor Cities contracted with the San Diego Regional Economic Development Corporation ("EDC") in July of 2014 to provide the required services to roll-out the regional branding effort, lnnovate78, and to promote economic development opportunities within the 78 Corridor region . B. To continue the Innovate 78 Economic Development Initiative, the 78 Corridor Cities want the City of San Marcos to contract with EDC for the required services. In turn, each City will contribute an equal financial share to compensate EDC based on the terms set forth in this MOU. C. The City of San Marcos has engaged the EDC for the Innovate 78 Economic Development Initiative pursuant to a services agreement ("EDC Services Agreement"), which is incorporated herein by this reference. The work to be provided by EDC is set forth in a Scope of Work which is attached as Exhibit B ("Scope of Work"). NOW, THEREFORE, in consideration of these recitals and the mutual covenants contained herein, the five Cities agree as follows: 1. EDC Services Agreement (A) The Cities acknowledge that EDC and the City of Carlsbad and City of Escondido have effectively executed the first four years of EDC Services Agreement on behalf of the 78 Corridor Cities. The 78 Corridor Cities want to execute a one-year agreement with an option to renew for an additional year as of June 30, 2018, which will become effective upon the complete execution of this MOU by each of the five Cities. The One Year Service Agreement with EDC will be managed by the City of San Marcos. Performance of the EDC Services Agreement is intended to result in furthering 1 Page 2 of 6 the Innovate 78 Economic Development Initiative as described in Exhibit A. For that work, EDC will receive an annual total base contract amount of One Hundred and Ninety Thousand ($190,000), assuming the full expense allotment is used ("Contract Price"). (8) The City of San Marcos makes no representation regarding the completeness, or quality of the work that EDC will produce under the EDC Services Agreement. In directing EDC pursuant to the EDC Services Agreement, the City of San Marcos will, when reasonably possible, provide direction based on the consensus of all Cities. If consensus is not obtained after a consultation period with all 78 Corridor Cities within Thirty Days (30) days, and if the Cities have not acted collectively to amend or terminate this MOU or the EDC Services Agreement, the City of San Marcos reserves the right to provide direction to EDC to assure that its efforts are not stopped, stalled or otherwise delayed. 2. Cooperative Efforts For EDC to successfully carry out the scope of work for the Innovate 78 Economic Development Initiative, each 78 Corridor City must: (1) provide EDC with information about the city, its community, its businesses, and its other attributes; (2) make available to EDC representatives from city government, civic groups, business groups and others comprising the city; (3) identify venues within the city for meetings, (4) participate in meetings with EDC and other 78 Corridor Cities for the development and refinement of elements of the Innovate 78 Economic Development Initiative; and (5) otherwise participate in the development of the Innovate 78 Economic Development Initiative in the manner described in the Scope of Work. 3. Term This MOU shall be effective as of the first date written above and shall continue in full force and effect unless sooner terminated as provided in Section 4 of this MOU, below. 4. Termination Should any City wish to terminate this MOU, the City desiring to terminate this MOU shall provide written notice of such termination to the 78 Corridor Cities at least fifteen (15) days in advance of the termination date. Upon the expiration of the fifteen (15)-day notice period, each City's rights and obligations to the other City as set forth shall cease and be of no further force or effect. 2 Page 3 of 6 3. Payments for Funding the EDC Services Agreement (A) To fund the EDC Services Agreement, each City will allocate and pay on July 1 to the City of San Marcos a sum of Thirty-eight Thousand ($38,000), representing one-fifth of the Contract Price ("City Contract Share"). The City of San Marcos will hold the City Contribution for each City, including the City of San Marcos, and collectively use those City Contributions to make payments due to EDC under the EDC Services Agreement. (B) Should it be determined that a change in the Scope of Work is advisable which will require additional funds beyond the base Contract Price as detailed in the Scope of Work, the City of San Marcos shall notify the 78 Corridor Cities of the additional services ("Additional Services") and the price for those services ("Supplemental Cost"). With that notice, the City of San Marcos will provide the 78 Corridor Cities with a proposed Addendum to the EOG Services Agreement ("Services Agreement Addendum") describing the Additional Services to be provided at the Supplemental Cost. Based on those materials, each 78 Corridor City will be asked to execute an addendum to this MOU ("MOU Addendum ") to enable the City of San Marcos to fund the Additional Services. Should each 78 Corridor City execute the MOU Addendum, then within ten (10) days thereafter: (1) each 78 Corridor City shall transfer to the City of San Marcos a sum equal to one-fifth of the Supplemental Cost; and (2) the City of San Marcos will execute the Services Agreement Addendum. (C) Following the completion or termination of the EDC Services Agreement, the City of San Marcos shall determine if any amount is left unexpended from the collective City Contributions and shall return to each 78 Corridor City a sum equal to one-fifth of that amount. 4. TRADEMARK AND COPYRIGHT OF WORKS The 78 Corridor Cities recognize that EDC will generate graphics, taglines and other materials ("Works") which may require a trademark, copyright, or similar registry to be protected under Federal or State law, which shall be obtained by EDC, or its subcontractor, for the benefit of the 78 Corridor Cities. The 78 Corridor Cities acknowledge that each, as an owner of a trademark, will responsible to police infringing uses of its trademark. If the 78 Corridor Cities do not enforce its trademark rights or otherwise fail to maintain quality control over the trademark (i.e. a naked license), trademark rights may be lost. This is also true regarding the responsibility to police infringing uses of their copyrights. The 78 Corridor Cities agree that they will 3 Page 4 of 6 reasonably police their intellectual property rights and promptly take reasonable steps to prevent infringing and unauthorized use of their trademarks and copyrights. Upon learning of a potential infringement or unauthorized use, the 78 Corridor Cities shall meet, discuss and select an appropriate course of action to reasonably prevent infringement or unauthorized use of their intellectual property rights. 5. MISCELLANEOUS (A) The terms of this MOU are intended by the parties as a final expression of their agreement with respect to such terms as are included in this MOU and may not be contradicted by evidence of any prior or contemporaneous agreement. This MOU specifically supersedes any prior written or oral agreement between the parties. (B) This MOU may be executed in one or more counterparts, each of which shall be deemed an original, but all of which together shall constitute one and the same instrument. IN WITNESS WHEREOF, the parties hereto have executed this Assignment on the date first above written. CITY OF VISTA CITY OF ESCONDIDO By:~~ Jeff~. Epp~a~ ATTEST: ATTEST: Kathy Valdez, City Clerk Diane Halverson, City Clerk ROVED AS TO FORM: APPROVED AS TO FORM: Darold Pieper, City Attorney Michael R. McGuinness, City Attorney By:-1#~- 4 Page 5 of 6 (Signatures continue on next page). 5 CITY OF OCEANSIDE ATTEST: Zach Beck, City Clerk By: -fJ2:~ u APPROVED AS TO FORM: John Mullen, City Attorney ATTEST: Page 6 of 6 CITY OF SAN MARCOS By:_-;£------>.---->.-----=,,,c--+-----1--------- Jack ATTEST: Phillip Scollick, City Clerk By:~ APPROVED AS TO FORM: Helen Holmes Peak, City Attorney By ~~~ ., By: __) 6 Exhibit B --Scope of Work-Innovate 78 Contract-July 2018 through June 2019 The following lnnovate78 scope of work was created with the input of the five cities as well as recommendations from San Diego Regional EDC. This document serves as a plan for the goals and activities to be managed by the lnnovate78 Regional EDC staff with the participation of the economic development staff of each city. 2018 activities will focus on the following areas: 1. Business Expansion, Attraction and Retention (BEAR) Work a. Company Project Work b. Startup78 Ecosystem Development c. Business Attraction Toolkit and Tracking d. Industry Supply Chain Mapping: Life Sciences, Tech and Construction 2. Talent Pipeline Development a. Career Development Events b. Industry Talent Pipeline Mapping: Life Sciences, Tech 3. Data and Research a. Track and update key economic indicators b. Conduct research studies 4. Communications and Branding a. Inbound marketing: Website Content, Print Collateral, Media Relations and Social Media b. Outbound marketing: Sponsorships, Community Engagement Events 5. Contract Support a. Regional Integration b. Strategic Partnerships c. Reporting 1. BEAR Work 1. a. Company Project Work Goal: Support economic growth along the 78 Corridor through retaining and expanding businesses. Individual company work is one of the primary ways that EDC learns of threats and opportunities, as well as trends within or across industries. EDC staff will hold a minimum of 4 individual company meetings each month with economic development staff. EDC will also provide monthly "intelligence" to individual cities and/or the five cities collectively, regarding potential opportunities or threats to expansion and growth, attraction, or retention. 2018 2019 03 04 01 02 Cal Competes Workshops -lnnovate78 and California GO-BIZ office /* /* sponsored events that inform businesses on how to apply for Cal Competes. Regional EDC offers free application and guidance for companies. Success measured in number of applicants. *if renewed in new fiscal year 1 Business Meetings -Scheduled and impromptu meetings and conversations ../ ../ ../ ../ with business leaders to learn more about their business needs. Success measured in number of meetings held, minimum of four each month. Industry Roundtables -gatherings of industry leaders around innovative ../ ../ strategies to spur economic activity around a specific industry. Success measured in completion of summary report from the meetings for lnnovate78 team to use to create action plans. Connectory Education Workshop -The Connectory is a cloud-based ../ directory that companies can use to connect with local vendors to improve their supply chain. Success measured in new Connectory users and three new user testimonials. 1. b. Startup78 Ecosystem Development Goal: Further develop the entrepreneurial ecosystem along the 78 Corridor to retain, expand and attract startup businesses. EDC understands that there is a growing community of entrepreneurs, investors and support services along the 78 Corridor. This initiative will convene leaders to create a more robust network of connected entrepreneurs, capital resources, and support services. 2018 2019 Q3 Q4 Q1 Startup78 Workstreams Meetings -a Workstream is a sub-committee of the Regional EDC's Economic Development Committee aimed at completing tasks to spur economic development related to a specific industry. This Workstream is responsible for ../ ../ N/A organizing and debriefing the Startup78 day during Startup Week. Startup78 Meetup -Quarterly meetings hosted by community startups and facilitated by Innovate 78. Measure of success: averaqe of 20 attendees per meetinq. ../ ../ ../ Collaborate with local startup resources to promote their events - Resources for the startup ecosystem host workshops and speakers throughout the year. N/A N/A ../ We will maintain contact with key resources to extend their reach and encourage startup participation. Measure of success: attend and promote 3-5 events. Startup Week Planning Participation -work with San Diego Startup Week to help plan content for the 2019 Startup Week activities in North County. ../ ../ ../ 1. c. Business Attraction Toolkit and Tracking Goal: Encourage the use of a toolkit for the 78 Corridor cities to use in cases of company attraction efforts, and create guidelines to encourage local CEO/ business leader referrals. EDC will encourage Economic Development manager use of a toolkit for business attraction that the five cities can leverage to proactively attract businesses to the 78 Corridor. 2018 2019 Q3 Q4 01 Q2 Proactive outreach to local companies -create a target list of 25 companies N/A to request business attraction leads from. N/A ../ Facilitate five business attraction deals -utilize the proactive outreach list ../ and collaborate with economic development managers to leverage relationships with N/A N/A the broker community to help locate five businesses to the corridor, one to each city. Track attraction referrals -each economic development manager and the ../ ../ ../ lnnovate78 team will input prospective leads into the database. Success measured in number of leads inputted into the data base by each economic development manager. Q2 N/A ../ ../ ../ 2 Respond to RF ls in a timely manner -re spond to 100% of requests for information and ro osals received. ,/ ,/ ,/ ,/ 1. d. Industry Supply Chain Mapping Goal: Identify supply chain companies for specific industries to identify gaps and encourage the use of products and services supplied by local companies. EDC will leverage conversations, roundtables and the Connectory meeting conducted in 2018 to begin to identify local suppliers for three industries: life sciences, tech and construction companies. 2018 2019 Q3 Q4 Q1 Q2 Identify company partners -solidify relationship with at least one company in N/A N/A ,/ each industry that is willinq to share their supply chain details. Identify industry group partners -discover and partner with appropriate ,/ industry professional groups or trade associations that can provide insight into the N/A N/A suoolv chain. Create supply chain list by industry -build an excel sheet that can be turned N/A NIA ,/ into an infoqraphic that lists companies alonq the supply chain for each industry. 2. Talent Pipeline 2. a. Career Development Events Goal: Develop and connect talent to industry. The most prominent challenge for most businesses is finding and hiring qualified talent. EDC will execute programming to bolster the talent pipeline along the 78 Corridor. In addition to specific activities listed, EDC will identify challenges and trends through individual company outreach and roundtable discussions mentioned previously in this document. 2018 2019 Q3 04 01 Sponsor lnnovate78 company participation at UCSD Career Fairs -fall ,/ and sorinq events. Sponsor lnnovate78 company participation at CSUSM Career Fair-fall ,/ ,/ and sprinq events Link to San Diego workshops -connecting talent to career opportunities in North County. Success measured bv four companies enqaqed. lnnovate78 Hackathon -collaborate with CSUSM and other relevant partners to N/A N/A encouraqe and support a hackathon event that addresses a 78 Corridor challenqe. 2. b. Talent Pipeline Mapping Goal: Show students and professionals examples of how to achieve career goals through regional education programs, company internships and available jobs. Navigating career pathways can be challenging for new and established professionals. By working with industry and educational partners EDC will work to create examples of talent pipelines available along the 78 Corridor. Q2 ,/ ,/ ,/ 3 2018 2019 03 04 01 Maintain Relationships with Education Partners -one-on-one and group meetings with key education partners CSUSM and the ,/ ,/ ,/ Community College leaders Establish Private Sector Talent Pipeline Partners -Conduct meetings and ,/ achieve buy-in from HR professionals at key companies with internship programs. Goal N/A N/A of at least two life sciences companies and two tech companies. Life Sciences and Tech Talent Pipeline Document -Work with existing industry and education partners to identify ways students and professionals can receive N/A N/A traininq to achieve their career qoals. 3. Data and Research Goal: Provide a better understanding of economic drivers in North County and provide data reports and pamphlets that make data clear and easy to understand. EDC strives to take a data-backed approach to its work. Research informs trends, highlights challenges, and quantifies industry growth. EDC will conduct specific research for the 78 Corridor to understand key trends. 2018 2019 03 04 01 02 Digital Economic Dashboard -Ongoing updates to the data displayed on the website. ,/ ,/ ,/ ,/ Small Business Study -research, survey and analysis of the small business ,/ environment along the 78 Corridor. Research TBD -research , survey and analysis of new topic TBD in 2018. ,/ Explore City Data Sharing Possibilities -roundtable meetings with data ,/ ,/ architects at each city to start exploring how to better share data with each other N/A N/A and the public to benefit the corridor 02 ,/ ,/ ,/ 4 4. Communications and Branding 4. a. Inbound marketing: Website Content, Print Collateral, Media Relations and Social Media Goal: Further elevate the 78 Corridor brand to businesses, talent and key stakeholders. While the scope of work focuses on core economic development work, it remains imperative to maintain and grow the lnnovate78 brand strength. EDC will publish regular and periodic content through various channels like social media, e-newsletter, website, and traditional media with the goal of capturing contact information to build our target audience. 2018 2019 Q3 Q4 Q1 Q2 Strategic Messaging Document -create talking points for city officials based N/A N/A / on data and reaional success stories Print version of the 78 Corridor Dashboard (updated quarterly) -design / / / / and maintain current data in a downloadable .pdf form available on the website 5 New Business Profiles -collect information on five businesses not currently N/A N/A / featured on lnnovate78. Pitch Media Contacts on Stories -maintain relationships with press / / / / contacts to pitch lnnovate78 activities as stories for publication Social Media and Digital Marketing Presence -ongoing twitter and blog / / / / posts plus email newsletter 4. b. Outbound marketing: Sponsorships, Community Engagement Goal: Expand the 78 Corridor brand to new audiences through strategic event sponsorships. EDC will continue to recommend sponsorships by lnnovate78 of strategic events and/or programs that will draw exposure to the 78 Corridor. EDC will recommend events with qualified audiences of businesses or talent, within or external to the region. 2018 2019 Q3 Q4 Q1 Q2 CALED annual conference -Date TBD / EDC annual dinner -Date TBD / ICSC RECon in partnership with Team California *dependent on / results of 2018 participation 5. Contract Support 5. a. Regional Integration Goal: Ensure the 78 Corridor is represented in broader regional efforts. 5 In addition to the specific services listed above, EDC will work to ensure inclusion of lnnovate78 cities and companies in broader EDC programming like: • Regional Inclusive Growth Strategies • MetroConnect • San Diego Life. Changing Campaign • Operation San Diego defense strategy 5. b. Strategic Partnerships • Talent Pipeline Management Program • Regional trade missions and relevant inbound delegations Goal: Engage organizations with domain expertise to expand support in areas beyond EOG expertise. At the request of the five cities, EDC will pursue strategic partnerships with organizations that can bolster creative retail support strategies and/or further strengthen commercial real estate activity. EDC will also work to develop strategic relationships with organizations that can quickly implement core strategies, like Startup78. EDC will pursue discussions with the following organizations to evaluate potential partnerships. • ULI • San Diego Venture Group • NAIOP • Entrepreneurs Organization • Startup Week -San Diego • CSU San Marcos • EvoNexus • SBDC/SBA • San Diego Coworking Alliance • Chambers of Commerce 5. c. Reporting Goal: Ensure the five 78 Corridor cities stay informed of progress at appropriate intervals. EDC recognizes that reporting is an important way to maintain transparency and communication with 78 Corridor stakeholders. To ensure timely and complete report, EDC will perform the following updates: • Monthly City Staff update with in-depth topic discussion • Quarterly Mayor's update • Semi-annual reporting to City Council as requested by lnnovate78 cities 6