HomeMy WebLinkAbout2000-09-12; City Council; 15884; Consultant Services With Enchanted Oaks Consulting8 B % % . . p 2 e f 8
CITY OF CARLSBAD - AGENuA BILL
TITLE:
CONTRACT FOR ORGANIZATIONAL DEVELOPMENT
MTG. g-12-00 AND RELATED CONSULTING SERVICES WITH
ENCHANTED OAKS CONSULTING
DEPT. CM
RECOMMENDED ACTION:
DEPT. HD.
CITY ATTY.
CITY MGR
Adopt Resolution No.& 27 authorizing the Mayor to execute an Agreement effective
September 12 ,200O with Enchanted Oaks for consulting services.
ITEM EXPLANATION:
For the last several years, the City of Carlsbad has been in process of implementing its
Strategic Plan and engaging in “change management” in order to maximize the
organization’s ability to deliver top quality services to its citizens and customers. As an
integral part of that process, the consulting firm “Enchanted Oaks”, formally “Systemics”,
has been on retention since April 1995 to assist the City’s on-going organizational
development requirements. Enchanted Oaks has assisted the City in the development of
strategic plans, training programs, team building, management and supervisory training,
and other organizational development components.
The contractual term of service between the City and Enchanted Oaks Consulting has now
expired. However, the City is still in the process of developing departmental strategic plans
and has transitioned to the change management phase of this overall management effort.
Staff strongly believes that changing consulting firms midway in the implementation of such
a critical operation would be detrimental to the organization, since a change in the service
provider would result in loss of continuity in the implementation process. Staff therefore
considers Enchanted Oaks Consulting the sole source for these consulting services.
The City Purchasing Officer has waived the requirement for solicitation of multiple
proposals, as it is the opinion of staff that Enchanted Oaks Consulting is the only firm which
can provide this service.
Staff is recommending that Council authorize the retention of Enchanted Oaks Consulting to
continue performing organizational development services, which would be defined by the
City Manager on a case-by-case basis. The attached contract would allow the City to use
the services of Enchanted Oaks Consulting in the capacity of an organizational
development consultant for a period of three years, with the option of extending the contract
for two one-year periods. The total fee for Enchanted Oaks Consulting services for each
fiscal year shall not exceed seventy-five thousand dollars ($75,000). The budget for each
project would be approved by the City Manager, and funds would have to be available in the
existing FY budget prior to commencing of work. The total budget for Enchanted Oaks
Consulting services would depend on the extent to which services are required, not to
exceed seventy-five thousand dollars ($75,000) per FY.
I PAGE 2 OF AGENDAILL NO. 15 t&
FISCAL IMPACT:
The 2000-01 budget includes sufficient funds I various departments to cover services
necessary for the remainder of this fiscal year. Funding for 2001-02 and 2002-03 projects
would need to be approved by Council as part of the budget adoption process. Enchanted
Oaks Consulting will be compensated at a rate of two thousand dollars ($2,000) per day for
services rendered under this Agreement, not to exceed seventy-five thousand dollars
($75,000) per FY.
EXHIBITS:
1. Resolution No. 000 .d7 a
2. Exhibit A: Agreement between the City of Carlsbad and Enchanted Oaks Consulting.
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
RESOLUTION NO. 2000-274
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
CARLSBAD, CALIFORNIA, APPROVING AN AGREEMENT
FOR CONSULTING SERVICES BETWEEN THE CITY OF
CARLSBAD AND ENCHANTED OAKS CONSULTING
WHEREAS, the City has a need for services in the areas of organizational development
consulting and related services; and
WHEREAS, the City has had a contract with the organizational development firm
Enchanted Oaks Consulting since April 1995; and
WHEREAS, the City considers Enchanted Oaks Consulting the sole source for these
consulting services and the City Purchasing Officer has waived the requirement for solicitation
of multiple proposals.
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Carlsbad,
California, as follows:
1.
Ill
Ill
Ill
Ill
Ill
Ill
Ill
Ill
Ill
That the above recitations are true and correct.
2. That the City Council authorizes the Mayor to enter into contract for professional
services with Enchanted Oaks Consulting for the provision of organizational
development and related consulting services.
PASSED, APPROVED, AND ADOPTED at a regular meeting of the Carlsbad City
Council held on the 12th day of September ,2000, by the following
vote, to wit:
AYES: Council Members Lewis, Hall, Finnila, Nyqaard and Kulchin
NOES: None
ABSENT: None
” - _-- ”
w CLA A. LEWIS, Mayor
AT-TEST:
LORRAINE M. WOOD, City Clerk
-2-
AGREEMENT FOR PROFESSIONAL SERVICES.
THIS AGREEMENT is made and entered into as of the 15th day of
September , 2000 , by and between the CITY OF CARLSBAD, a municipal
corporation, hereinafter referred to as “City”, and ENCHANTED OAKS CONSULTING,
a CORPORATION , hereinafter referred to as “Contractor.”
RECITALS
City requires the services of a ORGANIZATIONAL DEVELOPMENT
CONTRACTOR to provide various services to the City related to training, strategic
planning, and managing change. These services involve consultation with department
heads, managers, project leaders and teams on major change efforts; city wide and
departmental strategic planning consultation; and department and cross-departmental
team building activities. Contractor possesses the necessary skills and qualifications to
provide the services required by the City;
NOW, THEREFORE, in consideration of these recitals and the mutual covenants
contained herein, City and Contractor agree as follows:
1. CONTRACTOR’S OBLIGATIONS
Contractor shall provide professional consulting services as directed by the City
Manager. These services include, but are not limited to, helping the organization to
create a vision and to define a mission; clarifying values and enrolling employees;
-l- rev. 12/28/99
Creating processes to develop leadership and management skills, including one-on-one
coaching; “360” degree” performance feedback; providing workshop and seminar
training; and conducting employee opinion surveys. The City Manager, or his
designated representative shall approve services provided by Contractor.
Contractor will provide City with a written proposal for each requested project,
which may be accepted or rejected by the City. If accepted by City in writing,
Contractor shall submit a monthly invoice to City for approval.
2. CITY OBLIGATIONS
The City shall:
a) Allow Contractor to have access to those key staff members, as the City
and Contractor may deem necessary to provide the services requested by
the City.
b) Make available facilities as may be mutually deemed necessary to hold
meetings, training sessions, or other gatherings related to delivery of
services.
c) Assign staff as deemed necessary by the City Manager to accomplish the
services requested.
d) Assist Contractor by providing copies, materials and supplies as
necessary to accomplish the service requested.
-2- rev. 12/28/99
3. PROGRESS AND COMPLETION
The work under this contract will begin when directed by the City Manager and
shall be completed on a schedule mutually agreed to by the City and contractor.
4. FEES TO BE PAID TO CONTRACTOR
The total fee payable for the services to be performed shall not exceed seventy-
five thousand dollars ($75,000) per fiscal year. Service shall be billed at the rate of two
thousand dollars ($2,000) per day, which includes travel expenses. Incidental
expenses will be itemized and are not included in the contracted daily rate. The cost of
individual projects (i.e. total number of days at $2,000 per day) shall be agreed upon by
City and Contractor prior to beginning work on each project.
5. DURATION OF CONTRACT . . . . . . .
This agreement shall extend for a period of three (3) years from the date thereof.
The contract may be extended by the City Manager for two (2) additional (1) year
periods or parts thereof, based upon a review of satisfactory performance and the City’s
needs. The parties shall prepare extensions in writing indicating effective date and
length of the extended contract.
6. PAYMENT OF FEES
Contractor shall submit its invoice for work performed on a monthly basis.
7. CHANGES IN WORK
If, in the course of the contract, changes seem merited by the Contractor or the
City, and informal consultations with the other party indicate that a change in the
conditions of the contract is warranted, the Contractor or the City may request a change
-3- rev. 12/28/99
-
in 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 by Contractor to
inform them of the proposed changes along with a statement of estimated changes in
charges or time schedule. A Standard Amendment to Agreement shall be prepared by
the City and approved by the City according to the procedures described in Carlsbad
Municipal Code Section 3.28.172. Such Amendment to Agreement shall not render
ineffective or invalidate unaffected portions of the agreement.
6. COVENANTS AGAINST CONTINGENT FEES
The Contractor warrants that their firm has not employed or retained any
company or person, other than a bona fide employee working for the Contractor, to
solicit or secure this agreement, and that Contractor 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 of this agreement. For breach or violation 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 fees, gift, or contingent fee.
9. NONDISCRIMINATION CLAUSE
The Contractor shall comply with the state and federal laws regarding
nondiscrimination.
-4- rev. 12/28/99
10. TERMINATION OF CONTRACT
Either party upon tendering thirty (30) days written notice to the other party may
terminate this agreement. In the event of such suspension or termination, upon request
of the City, the Contractor shall assemble the product and put same in order for proper
filing and closing and deliver said product to City. The Contractor, thereupon, has five
(5) working days to deliver said documents owned by the City and all work in progress
to the City Manager or his designated representative. The City Manager shall make a
determination of fact based upon the documents delivered to the City of the percentage
of work the Contractor has performed which is usable and of worth to the City in having
the contract completed. Based upon that finding the City Manager shall determine the
final payment of the contract.
11. CLAIMS AND LAWSUITS
The Contractor agrees that any contract claim submitted to the City must be
asserted as part of the contract process as set forth in this agreement and not in
anticipation of litigation or in conjunction with litigation. The Contractor acknowledges
that if a false claim is submitted to the City, it may be considered fraud and the
Contractor may be subject to criminal prosecution. The Contractor acknowledges that
California Government Code sections 12650 et seq., the False Claims Act, provides for
civil penalties where a person knowingly submits a false claim to a public entity.
-5- rev. 12/28/99
These provisions include false claims made with deliberate ignorance of the false
information or in reckless disregard of the truth or falsity of information. If the City of
Carlsbad seeks to recover penalties pursuant to the False Claims Act, it is entitled to
recover its litigation costs, including attorney’s fees. The Contractor acknowledges that
the filing of a false claim may subject the Contractor to an administrative debarment
proceeding wherein the Contractor may be prevented to act as a Contractor on any City
project for a period of up to five years. The Contractor acknowledges debarment by
another jurisdiction is grounds for the City of Carlsbad to disqualify the Contractor from
the selection process ? . & (Initial) $b$ (Initial)
The provisions of Carlsbad Municipal Code sections 3.32.025, 3.32.026,
3.32.027 and 3.32.028 pertaining to false claims are incorporated herein by reference.
ti (Initial)
J+
(initial)
12. STATUS OF THE CONTRACTOR
The Contractor shall perform the services provided for herein in Contractors own
way as an independent contractor and in pursuit of Contractor’s independent calling,
and not as an employee of the City. Contractor shall be under control of the City only
as to the result to be accomplished, but shall consult with the City as provided for in the
request for proposal. The persons used by the Contractor to provide services under this
agreement shall not be considered employees of the City for any purposes whatsoever.
The Contractor is an independent contractor of the City. The payment made to
the Contractor pursuant to the contract shall be the full and complete compensation to
which the Contractor is entitled. The City shall not make any federal or state tax
-6- rev. 12128199
withholdings on behalf of the Contractor or its employees or subcontractors. The City
shall not be required to pay any workers’ compensation insurance or unemployment
contributions on behalf of the Contractor or its employees or subcontractors. The
Contractor agrees to indemnify the City within 30 days for any tax, retirement
contribution, social security, overtime payment, unemployment payment or workers’
compensation payment which the City may be required to make on behalf of the
Contractor or any employee or subcontractor of the Contractor for work done under this
agreement or such indemnification amount may be deducted by the City from any
balance owing to the Contractor.
The Contractor shall be aware of the requirements of the Immigration Reform
and Control Act of 1986 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.
13. CONFORMITY TO LEGAL REQUIREMENTS
The Contractor shall cause all final reports to conform to all applicable
requirements of law: federal, state and local. Contractor shall provide all necessary
supporting documents, to be filed with any agencies whose approval is necessary.
Contractor agrees to allow City or its designated representative to monitor, audit,
review, and examine the methods, procedures, and results of Contractor.
-7- rev. 12/28/99
14. OWNERSHIP OF DOCUMENTS
All plans, studies, sketches, drawings, reports, and specifications as herein
required are the 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 forthwith to the City.
Contractor shall have the right to make one (1) copy of the plans for its records.
15. REPRODUCTION RIGHTS
The Contractor agrees that all copyrights, which arise from creation of the work
pursuant to this contract, shall be vested in City and hereby agrees to relinquish all
claims to such copyrights in favor of City.
16. HOLD HARMLESS AGREEMENT
Contractor agrees to indemnify and hold harmless the City of Carlsbad and its
officers, officials, employees and volunteers from and against all claims, damages,
losses and expenses including attorney fees arising out of the performance of the work
described herein caused in whole or in part by any willful misconduct or negligent act or
omission of the contractor, any subcontractor, anyone directly or indirectly employed by
any of them or anyone for whose acts any of them may be liable, except where caused
by the active negligence, sole negligence, or willful misconduct of the City of Carlsbad.
Contractor shall at its own expense, upon written request by the City, defend any
such suit or action brought against the City, its officers, officials, employees and
volunteers. Contractor’s indemnification of City shall not be limited by any prior or
subsequent declaration by the contractor.
-8- rev. 12/28/99
17. ASSIGNMENT OF CONTRACT
The Contractor shall not assign this contract or any part thereof or any monies
due thereunder without the prior written consent of the City.
18. SUBCONTRACTING
If the Contractor shall subcontract any of the work to be performed under this
contract by the Contractor, Contractor shall be fully responsible to the City for the acts
and omissions of Contractor’s subcontractor and of the persons either directly or
indirectly employed by the subcontractor, as Contractor is for the acts and omissions of
persons directly employed by Contractor. Nothing contained in this contract shall
create any contractual relationship between any subcontractor of Contractor and the
City. The Contractor shall bind every subcontractor and every subcontractor of a
subcontractor by the terms of this contract applicable to Contractor’s work unless
specifically noted to the contrary in the subcontract in question approved in writing by
the City.
19. 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 this agreement, shall become directly or indirectly interested personally in
this contract or in any part thereof. No officer or employee of the City who is authorized
in such capacity and on behalf of the City to exercise any executive, supervisory, or
similar functions in connection with the performance of this contract shall become
directly or indirectly interested personally in this contract or any part thereof.
-9- rev. 12/28/99
20. VERBAL AGREEMENT OR CONVERSATION
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 or modify
any of the terms or obligations herein contained nor entitle the Contractor to any
additional payment whatsoever under the terms of this contract.
21. SUCCESSORS OR ASSIGNS
Subject to the provisions of Paragraph 18, “Hold Harmless Agreement,” all
terms, conditions, and provisions hereof shall inure to and shall bind each of the parties
hereto, and each of their respective heirs, executors, administrators, successors, and
assigns.
22. EFFECTIVE DATE
This agreement shall be effective on and from the day and year first written
above.
23. CONFLICT OF INTEREST
The City has determined, using the guidelines of the Political Reform Act and the
City’s conflict of interest code, that the Contractor will not be required to file a conflict of
interest statement as a requirement of this agreement. However, contractor hereby
acknowledges that Contractor has the legal responsibility for complying with the Political
Reform Act and nothing in this agreement releases Contractor from this responsibility.
24. INSURANCE
The Contractor shall obtain and maintain for the duration of the contract and any
and all amendments insurance against claims for injuries to persons or damage to
property which may arise out of or in connection with performance of the work
-lO- rev. 12/28/99
hereunder by the contractor, its agents, representatives, employees or subcontractors.
Said insurance shall be obtained from an insurance carrier admitted and authorized to
do business in the State of California.
A. Coveraqe’s and Limits.
Contractor shall maintain the types of coverage’s and minimum limits
indicated herein, unless the City Attorney or City Manager approves a lower amount:
1. Automobile Liability (if the use of an automobile is involved for
contractor’s work for the City). $500,000 combined single-limit per accident for bodily
injury and property damage.
B. Additional Provisions.
Contractor shall ensure that the policies of insurance required under this
agreement contain, or are endorsed to contain, the following provisions.
1. The contractor shall furnish certificates of insurance to the City
before commencement of work.
4. This insurance shall be in force during the life of the agreement and any
extension thereof and shall not be canceled without 30 days prior written notice to the
City sent by certified mail.
5. If the contractor fails to maintain the insurance coverage required
herein, then the City will have the option to declare the contractor in breach, or may
purchase replacement insurance or pay the premiums that are due on existing policies
in order that the required coverage’s may be maintained. The contractor is responsible
for any payments made by the City to obtain or maintain such insurance and the City
-ll- rev. 12/28/99
may collect the same from the contractor or deduct the amount paid from any sums due
the contractor under this agreement.
25. RESPONSIBLE PARTIES
The name of the persons who are authorized to give written notices or to receive
written notice on behalf of the City and on behalf of the Contractor in connection with
the foregoing are as follows:
For City: For Contractor:
Title: Citv Manaaer Title: Enchanted Oaks Consultino
Name Ravmond R. Patchett Name: Ann Marie Stuart
Address 1200 Carlsbad Villaae Drive Address: 29575 Costalota Road
Carlsbad, CA 92008 Vallev Center. CA 92082
26. BUSINESS LICENSE
Contractor shall obtain and maintain a City of Carlsbad Business License for the
duration of the contract.
- 12- rev. 12/28/99
27. ENTIRE AGREEMENT
This agreement, together with any other written document referred to or
contemplated herein, along with the purchase order for this contract and its provisions,
embody the entire agreement and understanding between the parties relating to the subject
matter hereof. In case of conflict, the terms of the agreement supersede the purchase
order. Neither this agreement nor any provision hereof may be amended, modified, waived
or discharged except by an instrument in writing executed by the party against which
enforcement of such amendment, waiver or discharge is sought.
x Executed by Contractor this 21 day of TlAAltl ,200o
CONTRACTOR:
pc#7wpED U#-r’ COrr)JULTlnlG
(Name of Contractor) -.
(Sign here) , “I ‘“/w)avor
E7IhfLL Eol&ir /cm
(Print name/title)
(Proper notarial acknowledgment of execution by Contractor must be attached.
Chairman, president or vice-president and secretary, assistant secretary, CFO or assistant
treasurer must sign for corporations. Otherwise, the corporation must attach a resolution certified
by the secretary or assistant secretary under corporate seal empowering the officer(s) signing to
bind the corporation.)
APPROVED AS TO FORM:
/ ::;);;i?r&
-13- rev. 12/28/99
-
State of California
Sh’731’&] I
SS.
County of
On (31 , dOb0 , before me, tib 3 .GirnI&, hlaf2urv public,
Date’ Name and Title of Dfker (e.g.. “Jar& Doe, Notary Put&“)
personally appeared /q-L&we M-drn’M F. Sbt -;
Name(s) of Signer(s)
M personally known to me
.--.Q-~ me on the basis of satisfactory
evidence
to be the person(s) whose name(s) *
subscribed to the within instrument and
acknowledged to me that -executed
the same in Aiefber heir
Q
authorized
capacity(ies), and that yw
signature(s) on the instrument the person(s), or
the entity upon behalf of which the person(s)
acted, executed the instrument.
Place Notary Seal Above
WITNESS my hand and official seal.
OPTIONAL
Though the information below is not required by law, it may prove valuable to persons relying on the document
and could prevent fraudulent removal and reattachment of this form to another document.
Description of Attached
Title or Type of Document: fj.qqy’yyl~+ -j-&- QmkssionshQ SV~~CP~ - C&~-C hld
Document Date: 21 _ aooo
u
Signer(s) Other Than Named Above:
Capacity(ies) Claimed by Signer
Signer’s Name:
G Individual
Number of Pages: J13
Signer Is Representing:
0 1999 NalioMl Notary Association - 9350 De Solo Ave.. PO. Box 2402 * Chatsworth CA 91313-2402 - www.natonalnotaly.org Prod. No. 5907 Reorder: Cal, Toll-Free 1-800-376-6327
PAGE 3
UNITED SERVICES AUT@“7BILE ASSOCIATION ADDL INFt'-l IN NEXT PAGE MAIL MCH-M-I
..LIYLWHL u, :~ICI~A I nt
(A RECIPROCAL INTERINSURANCE EXCHANGE) Slale 10 ,I 1
UsAA @ 9800 Fredericksburg Road - San Antonio, Texas 78288 CA 32 I)32 I/ i 1 Veh ‘OLICY NUMBER )6&r 0010: 39 3ou 7103 7 CALIFORNIA AUTO POLICY POLICY PERIOD: f12:Ol A.M. standard time1
RENEWAL DECLARATIONS EFFECTIVE FE6 16 2000 TO AUG 16 2000
(ATTACH TO PREVIOUS POLICY) OPERATORS
Named fnsured and Address 01 MICHAEL F STUART 06 ANN MARIE STUART
MICHAEL F STUART CDR USNR RET
29575 COSTALOTA RD VALLEY CENTER CA- 92082-5527
irEH YEAR TRADE NAME MOOEL BODY TYPE ANNUAL MILEAGE IDENTIfICATION NUMBER
IO 91 NISSAN SENTRA SED 40 11000 JNlEB31P4MU018659
11 99 HONDA ACCORD EX SED 4D 12000 lHGCG1654XA004348 15 P
he Vehicle(s) described herein is principally garaged at the above address unless otherwise stated.p W/C=Wark/School: B=Busiacss; f=farm; P=Plcd
JEH 10 VALLEY CENTER CA 92082-5527
/EH 11 VALLEY CENTER CA 92082-5527
This policy provides ONLY those coverages for which I
VEH
a oremium is shown below. 10
CbVERAGES LIMITS OF LIABILITY 1 D=DED
6-MONTH I
VEH
(“ACV” MEANS ACTUAL CASH VALUE) ~AM~IJN
\RT A - LIABILITY I
BODILY INJURY EA PER $ 300,OO
EA ACC $ 500,OO
PROPERTY DAMAGE EA ACC $ 50,oocl
IRT B - MEDICAL PAYMENTS
EA PER $ 5,000 \RT C - UNINSURED MOTORISTS BODILY INJURY EA PER $ 300,000 EA ACC $ 500,000 RT D - PHYSICAL DAMAGE COVERAGE COMPREHENSIVE LOSS ACV LESS D IOi COLLISION LOSS ACV LESS D 30(
HKLE TOTAL PREMIUM
TOTAL PRENIUM - SEE
IITIONAL INTEREST - LESSOR AND LdSS PI EE
FjLLOWiNG PAGTS,
i 11 NORTH COUNTY FEDL CREDIT UNION, SAN DIEGO CA
;S PAYEE
PREMIUM D=DED
s iMOUN
I 10 NORTH ISLAND FCU, SAN DIEGO CA I
1ORSEMENTS: ADDED 02-16-00 - A137(01)
'AIN IN EFFECT(REFER TO PREVIOUS POLICY)- 5100CA(Ol) A072(03) ***
VEH
PREMIUM
S
135BOfO2) fl;;;:IJN FORMStNOT PART OF POLICY)- AAWER 200CA(09) 26OiOl) 663CAt08)
" 3)361122pOO~ 111 Ir\rl ~~~~11~22112P00~ [II jbjj JJ 1 I I I IlIIII1:I I E
rVlTNESS WHEREOF, the Subscribers at UNITED SERVICES AUTOMOBILE ASSOCIATION have caused
7 Attorney-in-Fact on this date JANUARY 11 , 2000
Ribert f. Herres General, USAF (Retired)
07-I$-00 09:40 AM FROM SYSWICS TO 760 720 9461 -
&islnesdName: E*m o?% ~*.kTfd
Business Address: oLP~7L(&&G7zG /Ad.
#M#i??y&m 4 PZ
APPLKATION FOR BUSINESS LICENSE
-Supplemental Form-
This business license QQ&&J~ does not authorize YOU to conduct business. YOU will be notified by the Finance Depadment when your appllcatlon is approved, At that lime, you will be furnished a business license number.
1.
2.
3.
4.
5.
6.
7.
0.
*
If this is a home-based business, please complete a home-based business form, which can be acquired from the business
license clerk.
II you inlend to operate a business within the reievdopment area, you may need a Redevelopment Permit. Please contact a
planner in Community Development at 760-602-4600, or call Redevelopment al 760-434-2811.
If you are plenning to change or install a slgn for your business, contact Community Development at 760-6024600. -
Whal Is lhe total square footage your business occupies? M??
Will this business be involved In any of the following?:
Wood Working Hazardous Processes Warehouse Flammable Llqulds Painting
Type of business (please check one) :
Wholesale Retail Manufacturing Consignment Service /
Previous U8e of site (please be SptXifiC): c
Number of employee8 (including self) : 2 I
Will there be sale of alcoholk beverages? *
If yes: On Sale Off Sale Beer/Wine Liquor
10. Landlord/Property owner Address: 4444
(commercial locations only):
OFFICE PSE ONLY
Approvals: Building Planning Fire Redevelopment -
Commenls :
121399 V&d 00~ H:Buslnns LlwnsdApp IOI Bus Llwnsc-SUPP Form
CITY OF CARLSBAD MINIMUM LICENSE
1200 CARLSBAD VILLAGE DR.
CARLSBAD, CA 92008 APPLlCATlON FOR BUSINESS LICENSE IS $30.00
(760) 434.2882 (fee scJwduk on reverse)
PLEASE CHECK THIS BOX IF
BUSINESS NAME HOME BASED BUSINESS
BUSINESS ADDRESS a:% h!d%k~ >b J
(No P.0. Boxes) (Num‘ er
94)/ #v
(srreql)
c fk~7 &
WY) (State) (ZIP Code)
MAILING ADDRESS Lfhde
- (II dlflerenl) (Number) (Street) - (Suite No.)
7. .
(City) (siih3) (2ip Code) -“*‘-- --
BUSINESS PHONE ) 39%37r ( 760 ) 7+59’ d+ef- EMERGENCY PHONE ( %‘fl --
TYPE Of ORGANIZATION: (Check One) DATE BUSINESS STARTED IN CARLSBAD: 493/07,f! 00
SOLE PROPRIETORSHIP PARTNERSHIP _ CORPORATION &+=-
APPLICANT NAME/ADDRESS (OWNER; IF PARTNERSHIPICORP. GIVE NAMES OF PARTNERS OR CORP. OFFICERS)
TYPE OF BUSINESS cw%M 3977W~,4q7T%Gwti miwme?
(PLEASE BE SPECIFIC) ~i%74v&? PROVIDE THE FOLLOWING WHERE CA DRIVERS LICENSE
STATE SALES TAX NUMBER FEDERAL TAX I.D. NUMBER -iOClM SECURITY NUMBER
STATE CONTRACTOR CLASS -‘- STATE EMPLOYER NUMBER -
LICENSE NUMBER IDENTIFICATION NUMBER
I I GROSS RECEIPTS LICW II &AT FEE LICN
GROSS RECEIPTS -. . AMOUNT AZ?”
TAX RATE (per each $1000) )I -
SUB TOTAL ADDITIONAL TRUCKS 0 315 EA
BASE FEE * s2Gi
SUBTOTAL LATE PENALTY (25% to 5OYp)
LATE PENALN (25% to 50%)
TOTAL:
TOTAL: -.
MAKE CHECKS PAYABLE TO: CITY OF CARLGBAO AND RETURN WITH APPLICATION
EXECUTED THrS &-- DAY OF 76tG$AtqG*’ I*- .A,fiHlC %4?er -
Kw (Prlnl lull name)
DECLARE UNDER PENALTY OF PERJURY THAT THE FOREGOING IS TRUE AND CORRECT.
QFFICF USE ONLY
License # SIC t -
Date Issued __ _, Ordinance
CONTINUE FROM PREUIOUS PAGE 001 (I J nome occupauons are~llowed which are not disruptive to the-wsidential character of the
neighborhood and whi are subject to the following conditions.
(A)
::;
0)
(E)
F)
(G)
0-u
(1) (J)
(K)
Home occupations shall be conducted as a seccndary use by a resident or residents of
Ihe premises.
No employees shall be employed on the premises.
All home occupation activities shall be conducted entirely within the residential structure,
except for permitted agricultural or horticultural uses.
There shall be no external alteration of appearance of the residential structure which
would reflect the existence of the home occupation.
No storage of materials, goods, equipment, or stock in trade shall be permitted where
visible from the exterior of the property. No deliveries or pickups by heavy-duty
commercial vehicles shall be permitted.
Sale of goods or services shall not be conducted on the property, except for agricultural
goods grown on the premises. Thls provision shall not be construed to prohibit taking
orders for sale where delivery of goods or performance of services does not occur on
the property.
The home occupation shall not cause any external effect which is inconsistent with the
residential zone or disrupts the neighborhood, including but not limited to, ncise from
equipment, traffic, lighting, offensive odor, or electrical interference.
No advertising, signs, or displays of any kind indicating the existence of the home
occupation shall be permilted on the premises.
The home occupation shall not cause the elimination of required off-street parking.
The home occupation may not utilize an area greater than 20% of the combined total
floor area of all on-site structures.
A City Business License is required for the conduct of a home occupation.
I, Ad iT?k/e 5@++~ , an applicant for a business license, do hereby state
that I have read and understand the City’s restrictions and limitations on operating a business in
my home. I am applying for a business license to operate this business with these restrictions
as explained to me by tt~e Business License Office of the City of Carlsbad.
Dated this d< day of
Signature of Applicant
1200 Carlsbed Village Drive l Carlabad, CA 92008-l 989 l (780) 434-2867 . FAX (760) 434-8104 @