HomeMy WebLinkAboutSan Diego Association of Governments - SANDAG MOU; 2016-02-22;MEMORANDUM OF UNDERSTANDING
BETWEEN THE SAN DIEGO ASSOCIATION OF GOVERNMENTS
AND THE CITY OF CARLSBAD
REGARDING PREPARATION OF AN ECONOMIC ANALYSIS
OF NORTH COUNTY TRANSIT DISTRICT DOUBLE TRACKING
THROUGH CARLSBAD VILLAGE
AGREEMENT NO. 5004797
This Memorandum of Understanding {"MOU") is made and entered into effective as of this
22"d day of February, 2016, by and between the San Diego Association of Governments
("SANDAG"), and the City of Carlsbad {"Carlsbad").
RECITALS
WHEREAS, the Los Angeles-San Diego-San Luis Obispo (LOSSAN) Rail Corridor has served the
region for over 130 years as a single track corridor;
WHEREAS, the LOSSAN corridor will be transitioning to a double track rail corridor in the
near future to address growing regional transportation needs;
WHEREAS, the Los Angeles-San Diego Proposed Rail Corridor Improvement Studies Program
Environmental Impact Report/Environmental Impact Statement includes rail improvement preferred
alternatives for constructing double track in Carlsbad as either at grade or as grade separated in a
trench;
WHEREAS, Carlsbad desires that a comparison of the alternatives include a robust analysis of
the economic benefits and impacts of the two preferred alternatives;
WHEREAS, SANDAG has a transportation and economic analysis firm on call that is able and
willing to provide the requested services;
WHEREAS, Carlsbad is willing to reimburse SANDAG for the enhanced economic analysis;
and
WHEREAS, the parties wish to memorialize their agreement in this MOU to carry out the
purposes set forth above.
AGREEMENT
NOW THEREFORE, in consideration of the mutual promises set forth herein, the parties
agree as follows:
SANDAG Agrees:
1. To execute a task order with Kimley, Horn and Associates (KHA) to perform transportation and
economic analysis in general accordance with Attachment A, Task Order for Carlsbad Village
Economic Study Assessing LOSSAN Rail Corridor Improvements Options ("Task Order"). The
contract amount will not exceed the total cost stated in Attachment A without the written
approval of the Carlsbad City Council.
2. To give Carlsbad full access to, and opportunity to provide comments on, all KHA work,
including working documents.
3. Neither Carlsbad nor any officer thereof is responsible for any damage or liability occurring by
reason of anything done· or omitted to be done by SANDAG under or in connection with any
work, authority, or jurisdiction delegated to SANDAG under this MOU. It is understood and
agreed that, pursuant to Government Code Section 895.4, SANDAG shall fully defend,
indemnify, and save harmless Carlsbad, all officers and employees from all claims, suits or
actions of every name, kind and description brought for or on account of injury (as defined in
Government Code Section 810.8) occurring by reason of anything done or omitted to be done
by SANDAG under or in connection with any work, authority, or jurisdiction delegated to
SANDAG under this MOU.
Carlsbad Agrees:
1. To reimburse SANDAG in an amount not to exceed $99,955.05 for all direct expenses from KHA,
in general accordance with the attached Task Order (Attachment A), within 30 days of submittal
to Carlsbad.
2. Neither SANDAG nor any officer thereof is responsible for any damage or liability occurring by
reason of anything done or omitted to be done by Carlsbad under or in connection with any
work, authority or jurisdiction delegated to Carlsbad under this MOU. It is understood and
agreed that, pursuant to Government Code Section 895.4, Carlsbad shall fully defend,
indemnify, and save harmless SANDAG, all officers and employees from all claims, suits or
actions of every name, kind, and description brought for or on account of injury (as defined in
Government Code Section 810.8) occurring by reason of anything done or omitted to be done
by Carlsbad under or in connection with any work, authority or jurisdiction delegated to
Carlsbad under this MOU.
THE PARTIES MUTUALLY AGREE:
1. That all obligations of SANDAG under the terms of this MOU are subject to the appropriation of
the required resources by SANDAG and the approval of the SANDAG Board of Directors.
2. Any notice required or permitted under this MOU may be personally served on the other party,
by the party giving notice, or may be served by certified mail, return-receipt-requested, to the
following addresses:
For SANDAG:
401 B Street, Suite 800
San Diego, CA 92101
Attn: Linda Culp
For Carlsbad:
1635 Faraday Avenue
Carlsbad, CA 92008
Attn: Glen K. Van Peski
3. That unless it is amended by the parties in writing, this MOU shall terminate on
December 31, 2016, or on such earlier or later date as the parties may agree to in writing. Or
This MOU shall continue in effect unless and until a party to the MOU gives 60 days written
notice of its desire to withdraw from the MOU. If such notice is given, the MOU shall continue
to be binding on those parties who have not formally withdrawn.
4. The indemnification provisions of this MOU shall survive termination of the MOU.
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AnACHMENTA
TASK ORDER FOR CARLSBAD VILLAGE ECONOMIC STUDY ASSESSING
LOSSAN RAIL CORRIDOR IMPROVEMENTS OPTIONS
See Next Page
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Exhibits:
18l5cope of Work (Exhibit A)
~Payments (Exhibit B)
~Schedule (Exhibit C)
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EXHIBIT A
SCOPE OF WORK
ECONOMIC STUDY ASSESSING LOSSAN RAIL CORRIDOR IMPROVEMENT OPTIONS
PROJECT UNDERSTANDING
Kimley-Horn & Associates (Kimley-Horn), Rosenow Spevacek Group, Inc. (RSG), and dBF Associates,
Inc. (dBFA) (the "Consultant Team") will prepare an Economic Study to analyze the potential
economic and financial impacts of railroad improvement alternatives for the Los Angeles-San
Diego-San Luis Obispo (LOSSAN) rail corridor under the following three (3) alternatives:
1. At-grade double tracking from the Buena Vista Lagoon railroad bridge south to connect
to existing double track just south of Carlsbad Village Drive.
2. Short trench beginning at the Carlsbad Boulevard/Highway 101 overpass south to end
north of Tamarack Avenue.
3. Long trench beginning at the Carlsbad Boulevard/Highway 101overpass south to end just
north of the Agua Hacienda Lagoon railroad bridge.
The Consultant Team will prepare the Economic Study that would address four (4) principal types
of impacts to the extent appropriate:
1. Impacts of noise and vibration on property values, particularly for residential and
hospitality properties.
2. Impacts of increased connectivity between residential neighborhoods east of the tracks
and the beach to the west.
3. Impacts of increased traffic congestion, particularly for commercial businesses.
4. Impacts resulting from the anticipated displacement of existing private development under
each of the three (3) rail improvement options.
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SCOPE OF SERVICES
The scope of work shall consist of the following tasks and deliverables by the Consultant Team:
TASK 1. PROJECT MANAGEMENT
Task 1.1 Task Management
RSG will supervise and coordinate the work of the Consultant Team and prepare and circulate
monthly progress reports, correspondence and memos, as appropriate. Kimley-Horn will submit
progress reports and invoices for the Consultant Team.
Task 1.2 Meetings
The Consultant Team will attend up to six (6) meetings with SANDAG, NCTD, and City staff on
project details, including project initiation/kickoff and review of the Draft Economic Study. RSG
will also provide summary minutes from each meeting.
Task 1.3 Quality Assurance/Quality Control
RSG will perform appropriate quality assurance and quality control on draft and final documents.
Deliverables:
1. Monthly progress reports and invoices.
2. Project meeting minutes and materials.
TASK 2. ECONOMIC STUDY
RSG will complete an Economic Study of the three (3) rail improvement options for the project
area defined as from the Buena Vista Lagoon to the north to Agua Hacienda Lagoon to the south
along the LOSSAN rail corridor. The Study will not address capital and operating costs for the
proposed rail infrastructure and future operations. It is expected that these factors will be
incorporated into the Carlsbad Railroad Trench Feasibility Analysis, a separate but coordinated
effort underway by SANDAG concurrent to this Study.
The areas of study will include an assessment of economic impacts within the proposed project
area. Appropriate study areas will be defined for the corridor as a whole, as well as smaller
sub-areas surrounding each at-grade crossing. These study areas will be determined after project
initiation, field reconnaissance, and discussions with SANDAG, NCTD, and the City. It is the intent
that certain economic impacts are studied at the larger corridor level and others will be evaluated
at the smaller sub-area level.
RSG will prepare a preliminary matrix evaluation of potential economic impacts, the types of
properties affected, and the most appropriate market and economic factors to be used to gauge
these impacts.
The following describes the various market and economic factors that will potentially be
addressed in the study. However, a final determination regarding the major economic impacts,
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the appropriate study areas, and optimal market and economic factors to be evaluated will be
made after project initiation. RSG staff will conduct research on each of the items below and
provide a professional opinion and comparison of the three (3) project options' effects on all
relevant properties.
1. Property Values. In the real estate market for both residential and commercial, it is
generally assumed that there is a diminution of value for noise, traffic, and circulation
impacts. It is generally assumed that an increase in value will happen if existing noise,
traffic, and circulation impacts are improved. The Village and Barrio Master Plan will be
incorporated into this analysis.
2. Commercial Rental/Lease Rates and Job Creation/Loss. Commercial real estate has high
variability based on what a property can lease for in the marketplace. Access and
circulation to and from commercial properties is one of the main determinants of a
property's value. The overall conditions, aesthetics, and desirability of an area are also
major contributors to valuation. The Village and Barrio Master Plan will be incorporated
into this analysis.
3. Sales Tax Generation and Land Use. Retail areas and the related land uses of an area with
multiple rail lines at grade can be compared with retail areas and the related land uses of
an area that has been grade-separated.
4. Transient Occupancy Tax (TOT). Visitor-serving properties and room rates in the City vary
greatly. Noise and traffic impacts, as well as aesthetics and desirability of an area, can
determine if a room rate is high or low. Carlsbad has a high degree of visitor-serving
properties varying from large hotels to short-term vacation rental properties within close
proximity of the rail corridor.
Based on these areas of study, the Economic Study will include these Sub Tasks:
Task 2,1. Industry Research
RSG will review industry literature on the impacts of rail corridors (with specific emphasis on the
three (3) options) and, to the extent possible, identify and profile relevant case studies where the
impacts of at-grade versus grade-separated rail segments can be approximated. Case studies could
include the impact experienced from the trenching of the rail corridor through the central portion
of Solana Beach. This research will likely yield a qualitative measure of potential impacts, rather
than specific quantification. Based on this initial research, RSG will formulate and propose a
methodology to determine the probable economic impacts of the three (3) railroad alternatives.
Task 2,2 Existing Conditions
1. RSG Tasks
RSG will review existing conditions in the study area including the following:
• Land use inventory and mix
• Assessed value of properties
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• Annual turnover
• Building permits activity
• Employment
• Property tax
• Retail sales tax
• TOT
• Business license revenues
• Livability/walkability factors
• Public safety/emergency response
To the extent available, each of these indices will be profiled for each identified study area,
with the most comprehensive review focused on Carlsbad Village.
RSG will work with Kimley-Horn and the City to obtain projections of train volumes and
traffic delays.
2. Kimley-Horn Tasks
Kimley-Horn will provide RSG with levels of service and cumulative traffic delay times for
each railroad crossing for each option. Additionally, Kimley-Horn will work with the City
and SANDAG to review recent analyses conducted by the City in support of the Carlsbad
Village/Barrio Master Plan, if available. Kimley-Horn will review available data on existing
and proposed train volumes and associated traffic delays, and compile additional
projections as needed. It is anticipated that there will be 24-hour traffic counts collected at
three (3) at-grade crossings of the corridor. Two new roadway connections may be
proposed as part of the improvements at Oak Avenue and Chestnut Avenue. Kimley-Horn
will coordinate with RSG to develop traffic data requirements for the economic analysis.
The specific tasks undertaken by Kim ley-Horn to accomplish the above include:
Data Collection
• Conduct three roadway volume counts (tube) conducted for each direction of
travel for a one-week period.
• Work with the City, SANDAG, NCTD to obtain:
• Existing train frequency, schedules and typical gate down times for
various types of train service (freight, Coaster Rail, Amtrak Rail).
• Projected future train frequencies by type of train service.
Data Analysis
The following scenarios will be computed and compared:
• Existing conditions (traffic volumes and train frequencies) with at-grade crossings.
• Existing conditions with grade separated crossings.
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• Future 2035 conditions (traffic volumes and train frequencies) with at-grade
crossings.
• Future 2035 conditions with grade separated crossings for short trench and
long trench options.
Develop a Spreadsheet Tool
The spreadsheet tool will:
• Compute vehicular delays for three (3) streets with existing at-grade crossings using
train frequency schedules, gate down times, and traffic volume counts.
• Distribute traffic by hour of the day and use random arrival estimation techniques
to develop vehicular queues and delays related to anticipate rail service. Queues
and delays will be estimated for each hour of a typical weekday, a Saturday and a
Sunday. The typical I weekday delays would be multiplied by five (5) and then
added to the Saturday and Sunday delays to obtain total delays at each of the
crossings and total delays at all crossings.
• Results will be compared to grade separated options.
3. dBFA Tasks
dBFA will prepare an evaluation of noise and vibration factors of the LOSSAN Corridor
Improvement Project within the City of Carlsbad from the Buena Vista Lagoon to the Agua
Hacienda Lagoon to support the economic analysis. This evaluation will include the
following tasks:
• A site reconnaissance will be conducted
• Three railroad configuration options with varying grade-separation characteristics
will be assessed. Field data will be gathered from proto-typical examples of each
option, preferably from local sites.
• For each option, noise and/or vibration level increases and/or decreases at
residential and hospitality land uses along the corridor will be aggregated from a
focused review of the PEl RIElS. The variations between the short-trench and long-
trench options will be interpolated from the PEl RIElS data.
Task 2.3 Comparable Analysis
1. RSG Tasks
RSG will attempt to profile and evaluate comparable at-grade versus grade-separated
situations where real estate and economic development factors can be measured and
compared. This task may include the following:
• Research in various submarkets throughout Southern California.
• Interviews with real estate appraisers.
• Collection and review of empirical statistics such as property values, building
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permits, and retail sales volumes.
The purpose of this task is to hypothesize a quantitative measure of the relative impact on
the project area resulting from an at-grade versus grade-separated rail segment. This task
may also address potential value enhancements resulting from improved access across the
rail corridor to the beach. Consideration will be given to the new Village and Barrio
Master Plan.
2. Kimley-Horn Tasks
Prepare a Technical Memorandum
The analysis and methodology utilized will be presented in a memorandum containing a
matrix that compares the results of the three scenarios evaluated.
Task 2.4 Construction Impacts
RSG will prepare a qualitative assessment of the potential economic impacts resulting from
construction of the three (3) options. Key factors will be identified through discussions with
Kim ley-Horn, the City, SANDAG, and NCTD and are likely to include the following:
• Duration of construction
• Temporary and permanent displacement
• Utility relocations
• Potential impacts to rail operations
Information regarding the proposed construction impacts (e.g. road and lane closures, detours,
temporary or permanent construct ion easements, etc.) will be provided from the concurrent work
on the Carlsbad Railroad Trench Feasibility Analysis.
RSG will prepare a matrix evaluation of each option describing the types of construction impacts
anticipated and will prepare generalized estimates of the magnitude of economic impacts on
study area businesses resulting from construction of each option, taking into account future land
use development/redevelopment based on the new Village and Barrio Master Plan.
Task 2.5 Projection of Economic Impacts
Based on the foregoing research tasks, RSG will prepare order-of-magnitude estimates of key
economic impacts for the three (3) options that will include employment, payroll, and tax
revenues for each identified study area. All figures will be expressed in terms of annual impacts (in
2015 dollars) after completion and stabilization of the completed rail corridor improvements. By
comparison of the economic impact projections, RSG will highlight the potential economic impact
of each option and compare those impacts to recent cost estimates provided by SANDAG.
Task 2.6 Reporting
RSG will provide a Final Report that incorporates information and analysis results from the
previous tasks. The process of preparing the Final Report is described below:
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EXHIBIT B
FEE OR PAYMENT SCHEDULE
Carlsbad Village Economic Study Assessing LOSSAN Rail Corridor Improvements
Task Description Total Hours Total Cost
Prime: Kimley Horn & Associates
1 Project Management 25 $4,176.25
2 Economic Study 74 $11,908.80
3 Presentation 0 $0
Other Direct Costs (ODCs): $1,200
Subtotal: 99 $17,285.05
Sub: Rosenow Spevacek Group, Inc.
1 Project Management 163 $33,245
2 Economic Study 246 $36,355
3 Presentation 22 $4,070
4 Develop Strategic Plan 0 $0
Other Direct Costs (ODCs): $1,000
Subtotal: 431 $74,670
Sub: dBF Associates, Inc.
1 Project Management 3 $435
2 Economic Study 51 $7,365
3 Presentations 0 $0
Other Direct Costs (ODCs): $200
Subtotal: 54 $7,800
TOTAL COST: $99,955.05
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