HomeMy WebLinkAbout2013-07-23; City Council; 21327; Approval Agreement Peder Norby Special ProjectsCITY OF CARLSBAD - AGENDA BILL
DEPT.DIRECTOR
CITY ATTORNEY
CITY MANAGER
10
AB#
MTG.
DEPT.
21,327
7/23/13
CED
APPROVAL OF A PROFESSIONAL SERVICES
AGREEMENT WITH PEDER NORBY FOR A SPECIAL
PROJECTS COORDINATOR
RECOMMENDED ACTION: 2013-198
ADOPT City Council Resolution No. to approve the professional services agreement with Peder
Norby for special projects coordination consulting services in an amount not to exceed $125,000.
ITEM EXPLANATION:
On June 19, 2013, the city posted a Request for Proposal (RFP) to solicit the assistance of a special
projects coordinator for key economic and revitalization projects. The RFP solicited in-depth, technical,
outreach and project management expertise to ensure that high priority projects are executed smoothly
both internally among city departments and externally with community residents and stakeholders.
Some ofthe projects the special projects coordinator is expected to work on are the South Carlsbad
Coastal Corridor, connections in Carlsbad Village and the Barrio, the Chestnut Ave. rail crossing,
Carlsbad Village entry and announcement features and other projects as directed. The services
provided will include but not be limited to coordinating activities of multiple projects or city wide
programs, working with city departments and outside agencies on city projects and plans, providing
periodic reports and projects updates, serving as a liaison to the private sector and engaging in public
outreach to ensure project success.
Two proposals were received and ranked by a selection committee composed of city staff members.
Proposals were evaluated based on proposed experience, approach and schedule. Based on these
criteria the selection committee has chosen Peder Norby as the consultant to lead this effort. Peder has
extensive experience in expediting projects of a similar nature and has worked with many ofthe outside
agencies involved with the proposed projects.
The city has negotiated a professional services agreement with Peder Norby and is recommending
approval of the attached agreement to initiate the special projects coordination services. It provides for
a one year term that is renewable for two additional one year periods.
FISCAL IMPACT:
Peder Norby and the city have negotiated a budget not to exceed $125,000 to perform the consulting
services discussed above and further outlined in the Professional Services Agreement. The contract
DEPARTMENT CONTACT: Kathy Dodson, 760-602-2744, kathv.dodson(5)carlsbadca.gov
FOR CITY CLERKS USE ONLY. X COUNCIL ACTION: APPROVED X CONTINUED TO DATE SPECIFIC •
DENIED • CONTINUED TO DATE UNKNOWN •
CONTINUED • RETURNED TO STAFF •
WITHDRAWN • OTHER-SEE MINUTES •
AMENDED •
Page 2
amount is budgeted in the FY 2013-14 budget. Community and economic development department
staff will manage the contract on behalf of the city.
ENVIRONMENTAL IMPACT:
Pursuant to Public Resources Code section 21065, this action does not constitute a "project" within the
meaning of CEQA in that it has no potential to cause either a direct physical change in the environment,
or a reasonably foreseeable indirect physical change in the environment, and therefore does not
require environmental review.
EXHIBITS:
1. Resolution No.2013-198
2. Professional Services Agreement with Peder Norby
EXHIBIT 1
1 RESOLUTION NO. 2013-198
2 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CARLSBAD,
CALIFORNIA, APRROVING A PROFESSIONAL SERVICES AGREEMENT
WITH PEDER NORBY
23
24
25
26
27
WHEREAS, the City of Carlsbad has a number of high priority projects that require
internal and external coordination in order to ensure effective project implementation; and
3
4
5
6
y WHEREAS, the city requires technical and extensive expertise in project coordination,
stakeholder outreach, and project management for complex revitalization and economic
^ incentives; and,
WHEREAS, a request for proposals for professional services was issued on June 19, 2013
11
and a total of two (2) proposals were received; and
12
WHEREAS, the selection committee rated Peder Norby as the top consultant for the
j4 special projects coordinator because he was considered most experienced, had the greatest
15 capacity to complete the work and presented an approach that best addressed the city's scope
and objectives.
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Carlsbad, California
as follows:
1. That the above recitations are true and correct.
16
17
18
19
20
21 2. That the professional services agreement with Peder Norby is hereby approved.
22 3. That the City Manager is hereby authorized and directed to execute the professional
services agreement totaling $125,000 with Peder Norby for said special projects once
the agreement is approved as to form by the City Attorney.
///
///
28 3
PASSED, APPROVED AND ADOPTED at a Regular Meeting of the City Council of the City
of Carlsbad on the 23'^'^ day of July, 2013, by the following vote to wit:
AYES:
NOES:
Council Members Hall, Packard, Wood, Blackburn and Douglas.
None.
ABSENT: None.
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
ATTEST:
BAR^^/j^RA ENGLESOf^City Clerk
O
fi, ^
EXHIBIT 2
AGREEMENT FOR SPECIAL PROJECT COORDINATOR CONSULTING SERVICES
PEDER NORBY
THIS AGREEMENT is made and entered into as of the _ day of July,
2013, by and between the CITY OF CARLSBAD, a municipal corporation, ("City"), and PEDER
NORBY, ("Contractor").
RECITALS
A. City requires the professional services of a Special Projects Coordinator that is
experienced in conducting project management, coordinator and execution for high priority
economic and revitalization projects for municipalities.
B. Contractor has the necessary experience in providing professional services and
advice related to project coordination, plan implementation, stakeholder and community
outreach and project execution.
C. Contractor has submitted a proposal to City and has affirmed its willingness and
ability to perform such work.
NOW, THEREFORE, in consideration of these recitals and the mutual covenants
contained herein. City and Contractor agree as follows:
1. SCOPE OF WORK
City retains Contractor to perform, and Contractor agrees to render, those services (the
"Services") that are defined in attached Exhibit "A", which is incorporated by this reference in
accordance with this Agreement's terms and conditions.
2. STANDARD OF PERFORMANCE
While performing the Services, Contractor will exercise the reasonable professional care and
skill customarily exercised by reputable members of Contractor's profession practicing in the
Metropolitan Southern California Area, and will use reasonable diligence and best judgment
while exercising its professional skill and expertise.
3. TERM
The term of this Agreement will be effective for a period of one (1) year from the date first above
written. The City Manager may amend the Agreement to extend it for two (2) additional one-year
periods or parts thereof in an amount not to exceed one hundred and twenty-five thousand
dollars ($125,000) per Agreement term, or as prorated for a lesser Agreement period. Extension
will be based upon a satisfactory review of Contractor's performance. City needs, and
appropriation of funds by the City Council. The parties will prepare a written amendment
indicating the effective date and length of the extended Agreement.
4. TIME IS OF THE ESSENCE
Time is of the essence for each and every provision of this Agreement.
5. COMPENSATION
The total maximum not-to-exceed fee payable for the Services to be performed during the initial
Agreement term will be one hundred and twenty-five thousand dollars ($125,000). No other
compensation for the Services will be allowed except for items covered by subsequent
amendments to this Agreement. The City reserves the right to withhold a ten percent (10%)
retention until City has accepted the work and/or Services specified in Exhibit "A".
City Attorney Approved Version 2/17/12
Incremental payments, if applicable, should be made as outlined in attached Exhibit "B".
6. STATUS OF CONTRACTOR
Contractor will perform the Services in Contractor's own way as an independent contractor and
in pursuit of Contractor's independent calling, and not as an employee of City. Contractor will be
under control of City only as to the result to be accomplished, but will consult with City as
necessary. The persons used by Contractor to provide services under this Agreement will not
be considered employees of City for any purposes.
The payment made to Contractor pursuant to the Agreement will be the full and complete
compensation to which Contractor is entitled. City will not make any federal or state tax
withholdings on behalf of Contractor or its agents, employees or subcontractors. City will not be
required to pay any workers' compensafion insurance or unemployment contributions on behalf
of Contractor or its employees or subcontractors. Contractor agrees to indemnify City within
thirty (30) days for any tax, retirement contribution, social security, overtime payment,
unemployment payment or workers' compensation payment which City may be required to
make on behalf of Contractor or any agent, employee, or subcontractor of Contractor for work
done under this Agreement. At the City's election. City may deduct the indemnification amount
from any balance owing to Contractor.
Contractor warrants that it/he/she has other clients and that the City of Carlsbad is not
its/his/hers sole client. Further, Contractor shall not direct the work of employees of the City of
Carlsbad. Contractor acknowledges and agrees that it/he/she is responsible for its own
overhead, costs, supplies, and expenses necessary in rendering the required services.
7. SUBCONTRACTING
Contractor will not subcontract any portion of the Services without prior written approval of City.
If Contractor subcontracts any of the Services, Contractor will be fully responsible to 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 Agreement will create any contractual
relationship between any subcontractor of Contractor and City. Contractor will be responsible for
payment of subcontractors. Contractor will bind every subcontractor and every subcontractor of
a subcontractor by the terms of this Agreement applicable to Contractor's work unless
specifically noted to the contrary in the subcontract and approved in writing by City.
8. OTHER CONTRACTORS
The City reserves the right to employ other Contractors in connection with the Services.
9. INDEMNIFICATION
Contractor agrees to indemnify and hold harmless the City and its officers, officials, employees
and volunteers from and against all claims, damages, losses and expenses including attorney's
fees arising out of the performance of the work described herein caused by any negligence,
recklessness, or willful misconduct 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.
The parties expressly agree that any payment, attorney's fee, costs or expense City incurs or
makes to or on behalf of an injured employee under the City's self-administered workers'
compensation is included as a loss, expense or cost for the purposes of this section, and that
this section will survive the expiration or early termination of this Agreement.
City Attorney Approved Version 2/17/12
10. INSURANCE
Contractor will obtain and maintain for the duration of the Agreement 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 services by Contractor or Contractor's
agents, representatives, employees or subcontractors. The insurance will be obtained from an
insurance carrier admitted and authorized to do business in the State of California. The
insurance carrier is required to have a current Best's Key Rafing of not less than "A-:VH". OR
with a surplus line insurer on the State of California's List of Eligible Surplus Line Insurers
(LESLI) with a rating in the latest Best's Key Rating Guide of at least "A:X".
10.1 Coverages and Limits.
Contractor will maintain the types of coverages and minimum limits indicated below, unless Risk
Manager or City Manager approves a lower amount. These minimum amounts of coverage will
not constitute any limitafions or cap on Contractor's indemnification obligations under this
Agreement. City, its officers, agents and employees make no representation that the limits of
the insurance specified to be carried by Contractor pursuant to this Agreement are adequate to
protect Contractor. If Contractor believes that any required insurance coverage is inadequate.
Contractor will obtain such addifional insurance coverage, as Contractor deems adequate, at
Contractor's sole expense.
10.1.1 Commercial General Liabilitv Insurance. $1,000,000 combined single-limit
per occurrence for bodily injury, personal injury and property damage. If the submitted policies
contain aggregate limits, general aggregate limits will apply separately to the work under this
Agreement or the general aggregate will be twice the required per occurrence limit.
10.1.2 Automobile Liabilitv (if the use of an automobile is involved for
Contractor's work for City). $1,000,000 combined single-limit per accident for bodily injury and
property damage.
10.1.3 Workers' Compensation and Employer's Liabilitv. Workers' Compensation
limits as required by the California Labor Code. Workers' Compensation will not be required if
Contractor has no employees and provides, to City's safisfaction, a declaration stating this.
10.1.4 Professional Liabilitv. Errors and omissions liability appropriate to
Contractor's profession with limits of not less than $1,000,000 per claim.
Q If box is checked. Professional Liability
City's Initials Contractor's Initials Insurance requirement is waived.
10.2. Additional Provisions. Contractor will ensure that the policies of insurance required under
this Agreement contain, or are endorsed to contain, the following provisions:
10.2.1 The City will be named as an additional insured on Commercial General
Liability which shall provide primary coverage to the City.
10.2.2 Contractor will obtain occurrence coverage, excluding Professional
Liability, which will be written as claims-made coverage.
10.2.3 This insurance will be in force during the life of the Agreement and any
extensions of it and will not be canceled without thirty (30) days prior written notice to City sent
by certified mail pursuant to the Notice provisions of this Agreement.
City Attorney Approved Version 2/17/12
0-3 Providing Certificates of Insurance and Endorsements. Prior to City's execution of this
Agreement, Contractor will furnish certificates of insurance and endorsements to City.
10.4 Failure to Maintain Coverage. If Contractor fails to maintain any of these insurance
coverages, then City will have the opfion to declare Contractor in breach, or may purchase
replacement insurance or pay the premiums that are due on existing policies in order to
maintain the required coverages. Contractor is responsible for any payments made by City to
obtain or maintain insurance and City may collect these payments from Contractor or deduct the
amount paid from any sums due Contractor under this Agreement.
10.5 Submission of Insurance Policies. Citv reserves the right to require, at any time,
complete and certified copies of any or all required insurance policies and endorsements.
11. BUSINESS LICENSE
Contractor will obtain and maintain a City of Carlsbad Business License for the term of the
Agreement, as may be amended from time-to-time.
12. ACCOUNTING RECORDS
Contractor will maintain complete and accurate records with respect to costs incurred under this
Agreement. All records will be clearly identifiable. Contractor will allow a representative of City
during normal business hours to examine, audit, and make transcripts or copies of records and
any other documents created pursuant to this Agreement. Contractor will allow inspection of all
work, data, documents, proceedings, and activities related to the Agreement for a period of
three (3) years from the date of final payment under this Agreement.
13. OWNERSHIP OF DOCUMENTS
All work product produced by Contractor or its agents, employees, and subcontractors pursuant
to this Agreement is the property of City. In the event this Agreement is terminated, all work
product produced by Contractor or its agents, employees and subcontractors pursuant to this
Agreement will be delivered at once to City. Contractor will have the right to make one (1) copy
of the work product for Contractor's records.
14. COPYRIGHTS
Contractor agrees that all copyrights that arise from the services will be vested in City and
Contractor relinquishes all claims to the copyrights in favor of City.
15. NOTICES
The name of the persons who are authorized to give written notices or to receive written notice
on behalf of City and on behalf of Contractor under this Agreement.
For Citv
Name Kathy Dodson
Title Economic Development Mgr.
Department CED
For Contractor
Name
Title
Peder Norby
Address 4795 Hillside Drive
City of Carlsbad
Address 1635 Faraday Avenue
Carlsbad, CA 92008
Phone No. 760-602-2744
Carlsbad, CA 92008
Phone No.
Email
760-712-2943
pedernorby@gmail.com
City Attorney Approved Version 2/17/12
Each party will notify the other immediately of any changes of address that would require any
notice or delivery to be directed to another address.
16. CONFLICT OF INTEREST
Contractor shall file a Confiict of Interest Statement with the City Clerk in accordance with the
requirements of the City of Carlsbad Confiict of Interest Code. The Contractor shall report
investments or interests in all four categories.
17. GENERAL COMPLIANCE WITH LAWS
Contractor will keep fully informed of federal, state and local laws and ordinances and
regulations which in any manner affect those employed by Contractor, or in any way affect the
performance of the Services by Contractor. Contractor will at all times observe and comply with
these laws, ordinances, and regulafions and will be responsible for the compliance of
Contractor's services with all applicable laws, ordinances and regulafions.
Contractor will be aware ofthe requirements ofthe Immigration Reform and Control Act of 1986
and will comply with those requirements, including, but not limited to, verifying the eligibility for
employment of all agents, employees, subcontractors and consultants whose services are
required by this Agreement.
18. DISCRIMINATION AND HARASSMENT PROHIBITED
Contractor will comply with all applicable local, state and federal laws and regulations prohibifing
discriminafion and harassment.
19. DISPUTE RESOLUTION
If a dispute should arise regarding the performance of the Services the following procedure will
be used to resolve any questions of fact or interpretation not othen/vise settled by agreement
between the parties. Representatives of Contractor or City will reduce such questions, and their
respective views, to writing. A copy of such documented dispute will be fon/varded to both
parties involved along with recommended methods of resolution, which would be of benefit to
both parties. The representative receiving the letter will reply to the letter along with a
recommended method of resolution within ten (10) business days. If the resolution thus
obtained is unsatisfactory to the aggrieved party, a letter outlining the disputes will be fonA/arded
to the City Manager. The City Manager will consider the facts and solutions recommended by
each party and may then opt to direct a solution to the problem. In such cases, the action of the
City Manager will be binding upon the parties involved, although nothing in this procedure will
prohibit the parties from seeking remedies available to them at law.
20. TERMINATION
In the event of the Contractor's failure to prosecute, deliver, or perform the Services, City may
terminate this Agreement for nonperformance by notifying Contractor by certified mail of the
termination. If City decides to abandon or indefinitely postpone the work or services
contemplated by this Agreement, City may terminate this Agreement upon written notice to
Contractor. Upon notification of termination, Contractor has five (5) business days to deliver any
documents owned by City and all work in progress to City address contained in this Agreement.
City will make a determination of fact based upon the work product delivered to City and of the
percentage of work that Contractor has performed which is usable and of worth to City in having
the Agreement completed. Based upon that finding City will determine the final payment of the
Agreement.
City Attorney Approved Version 2/17/12
a
Either party upon tendering thirty (30) days written nofice to the other party may terminate this
Agreement. In this event and upon request of City, Contractor will assemble the work product
and put it in order for proper filing and closing and deliver it to City. Contractor will be paid for
work performed to the termination date; however, the total will not exceed the lump sum fee
payable under this Agreement. City will make the final determination as to the portions of tasks
completed and the compensation to be made.
21. COVENANTS AGAINST CONTINGENT FEES
Contractor warrants that Contractor has not employed or retained any company or person, other
than a bona fide employee working for 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 considerafion
contingent upon, or resulting from, the award or making of this Agreement. For breach or
violation of this warranty, City will have the right to annul this Agreement without liability, or, in
its discretion, to deduct from the Agreement price or consideration, or othenA/ise recover, the full
amount ofthe fee, commission, percentage, brokerage fees, gift, or contingent fee.
22. CLAIMS AND LAWSUITS
By signing this Agreement, Contractor agrees that any Agreement claim submitted to City must
be asserted as part of the Agreement process as set forth in this Agreement and not in
anticipation of litigation or in conjunction with litigation. Contractor acknowledges that if a false
claim is submitted to City, it may be considered fraud and Contractor may be subject to criminal
prosecution. Contractor acknowledges that California Government Code sections 12650 et seq..
the False Claims Act applies to this Agreement and, provides for civil penalties where a person
knowingly submits a false claim to a public entity. 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 City seeks to recover penalties pursuant to the False Claims Act, it is entitled to
recover its litigation costs, including attorney's fees. Contractor acknowledges that the filing of a
false claim may subject Contractor to an administrative debarment proceeding as the result of
which Contractor may be prevented to act as a Contractor on any public work or improvement
for a period of up to five (5) years. Contractor acknowledges debarment by another jurisdiction
is grounds for City to terminate this Agreement.
23. JURISDICTIONS AND VENUE
Any action at law or in equity brought by either of the parties for the purpose of enforcing a right
or rights provided for by this Agreement will be tried in a court of competent jurisdiction in the
County of San Diego, State of California, and the parties waive all provisions of law providing for
a change of venue in these proceedings to any other county.
24. SUCCESSORS AND ASSIGNS
It is mutually understood and agreed that this Agreement will be binding upon City and
Contractor and their respective successors. Neither this Agreement or any part of it nor any
monies due or to become due under it may be assigned by Contractor without the prior consent
of City, which shall not be unreasonably withheld.
26. ENTIRE AGREEMENT
This Agreement, together with any other written document referred to or contemplated by it,
along with the purchase order for this Agreement and its provisions, embody the entire
Agreement and understanding between the parties relating to the subject matter of it. In case of
confiict, the terms of the Agreement supersede the purchase order. Neither this Agreement nor
any of its provisions may be amended, modified, waived or discharged except in a wrifing
signed by both parties.
City Attorney Approved Version 2/17/12
26. AUTHORITY
The individuals executing this Agreement and the instruments referenced in it on behalf of
Contractor each represent and warrant that they have the legal power, right and actual authority
to bind Contractor to the terms and conditions of this Agreement.
CONTRACTOR
Peder Norby
CITY OF CARLSBAD, a municipal
corporation of the State of California
By:
City Manager
ATTEST:
By:
(sign here)
(print name/tifie)
BARBARA ENGLESON
City Clerk
If required by City, proper notarial acknowledgment of execution by contractor must be
attached. If a corporation. Agreement must be signed by one corporate officer from each of the
following two groups.
Group A
Chairman,
President, or
Vice-President
Group B
Secretary,
Assistant Secretary,
CFO or Assistant Treasurer
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:
CELIA A. BREWER, City Attorney
Assistant City Attorney
City Attorney Approved Version 2/17/12
State of California
Countyof 3oio O'^
CALIFORNIA ALL-PURPOSE
CERTIFICATE OF ACKNOWLEDGMENT
On ZSu.\u ^0\^ before me, j^'HrAaTreju;n3D Rgy^ AJo4tvy Po^bilc
' (here insert name and title of the officer)
personally appeared Ped^/^ Mof"by
who proved to me on the basis of satisfactory evidence to be the personj^whose nam^ is/afe subscribed to
the within instrument and acknowledged to me that he/Gho/thoy executed the same in his/her/theii'
authorized capacityjjesrand that by his/hor/thoir signatur^(8fon the instrument the persoi^^sTor the entity
upon behalf of which the personj^gfacted, executed the instrument.
I certify under PENALTY OF PERJURY under the laws ofthe
State of California that the foregoing paragraph is true and correct.
WITNESS my hand and official seal.
Signature ^/^^XL^IM^ -^/XJj/^SH^ Rxx^^
LITICIA mviNO REYES 1 COMM. #1994847 I Notary PuMic - Califwnia | San Oiego Counly \ % Comm. Em^ Oct. 21^ 20K \
(Seal)
OPTIONAL INFORMATION
Although the information in this section is not required by law, it could prevent fraudulent removal and reattachment of this
acknowledgment to an unauthorized document and may prove useful to persons relying on the attached document.
Description of Attadred Document
The preceding Certificate of Acknowledgment is attaclied to a document
titled/for the purpose of
containing pages, and dated
The signer(s) capacity or authority is/are as:
I I Individual(s)
I I Attorney-in-Fact
n Corporate Officer(s)
Title(5)
\Z\ Guardian/Conservator
[U Partner-Linnited/General
im Trustee(s)
• Other:
representing:
Name(s) of Person{s) or Entity(ies) Signer is Representing
Method of Signer Identification
Proved to me on the basis of satisfactory evidence:
LO form(s) of identification O credible witness(es)
Notarial event is detailed in notary journal on:
Page# Entry #
Notary contact:
Other
I I Additional Signer(s) Q Signer(s) Thunnbprint(s)
•
> Copyright 2007-2012 Notary Rotary, Inc. PO Box 41400, Des Moines, IA 50311-0507. All Rights Reserved. Part Number 101772. Please contact your Authorized Reseller to purchase copies of this form.
EXHIBIT "A"
SCOPE OF SERVICES
The City agrees to engage, and Consultant agrees to perform the services described below for
all projects assigned to Consultant as part of this Agreement. Consultant shall establish a work
plan for these projects, to include project fimeline, implementation schedule, ideation and public
outreach plan. A written update on the implementation of the work plan needs to be submitted
to the community and economic development director on a monthly basis, with quarterly
updates presentation to be given to the city manager and/or city council.
Carlsbad Boulevard Realignment
The City of Carlsbad and California State Parks are working together on a project to "reimagine"
South Carlsbad Boulevard as a scenic coastal corridor that invites people to enjoy the natural
beauty of our coastline, whether on foot, by bike or in a car. Consultant shall work with the state,
city departments, other public agencies, private businesses and the public on a land transfer to
include legislative and public outreach and the planning, design and construction coordination of
the South Carlsbad Coastal Corridor.
Connecting in Carlsbad Village and Barrio
Consultant shall coordinate the economic and infrastructure development of projects connecting
Carlsbad Village and Barrio, to include working with city and consulting teams to implement CIP
and other planned projects including:
• Pedestrian, cyclist and parking wayfinding in the Village
• Building connections between the Barrio and the Village
• Increasing safety in the Village (traffic circles, lighting, pedestrian amenities)
• Improving streetscapes in the Village and Barrio
Chestnut Avenue Rail Crossing
This important project will provide pedestrian access from the Barrio to the beach. It will
necessitate working with the North County Transit District (NCTD) on a pedestrian undercross
or over cross of the rail line at Chestnut Avenue. Consultant shall work with city departments,
outside consultants, public agencies, private businesses and the public to coordinate crossing
options and facilitate a series of community meetings to investigate preferred
alternatives. Consultant shall work with NCTD and other public agencies to determine a
timeline and available funding resources for a rail crossing.
Carlsbad Village Entry and Announcement Features
Cartsbad Village is the cultural heart of the city. At its entryways and center we want to
celebrate Village through special signage. One specific project will be a traffic circle at Cartsbad
Boulevard and Grand Avenue. Consultant shall hold educational sessions on gateway planning
with stakeholders. Consultant shall coordinate presentations to the community regarding
signage location and design preferences.
City Attorney Approved Version 2/17/12
Cartsbad Village and Barrio Economic Development
Consultant shall work with landowners, real estate representatives and businesses to attract
private investment to the Carlsbad Village and Barrio. Consultant shall detail economic
development efforts at a monthly meeting with the community and economic development
director.
Other Proiects
The consultant may be asked to work on sustainability or other projects at the City of Cartsbad
as part of this contract.
City Attorney Approved Version 2/17/12
EXHIBIT "B"
INCREMENTAL PAYMENT SCHEDULE
The Contractor shall be paid within 30 days for all undisputed work accomplished, in response
to invoice, and invoices are expected to be received monthly.
Contractor's fee shall not exceed one hundred and twenty-five thousand dollars ($125,000) per
Agreement term, inclusive of all labor, operafing costs and travel expenses. City will pay the
Contractor $12,500 within 10 business days after the City has executed this Agreement. This
advance payment will be the only monies paid to Contractor unfil such time as Contractor has
prepared a project timeline and implementation schedule for the Services (see Exhibit A) to be
performed and has submitted said timeline and schedule to and has been approved by the
Community and Economic Development Director. Once the project timeline and implementation
schedule has been approved by the City, Contractor and Community and Economic
Development Director will develop a payment schedule based on and tied to the project timeline
and implementafion schedule and Contractor will be paid for the completed and accepted work.
Thereafter, this Agreement will be amended, in writing, and the newly developed payment
schedule, together with the project timeline and implementafion schedule, will be identified as
Exhibit B-1 and made part of this Agreement.
Once Exhibit B-1 has been made a part of this Agreement, Contractor shall submit monthly
updates on work plan implementation to the Community and Economic Development Director
and payment shall be made in accordance with the undisputed work completed and Exhibit B-1.
City Attorney Approved Version 2/17/12
10
Allstate Insurance Company
RENEWAL
Personal Umbrella
Policy Declarations
Summary
NAMED INSURED(S)
Peder & Julie Norby
4795 Hillside Drive
Carlsbad CA 92008-3719
YOUR ALLSTATE AGENT IS:
McMullen Insurance
4455 Lament St #1
San Diego CA 92109
CONTACT YOUR AGENT AT:
(858) 274-2377
POUCY NUMBER
9 14 240908 04/20
POUCY PERIOD
Begins on Apr. 20, 2013
Ends on Apr. 20, 2014
PREMIUM PERIOD
Apr. 20, 2013 to Apr. 20, 2014
at 12:01 a.m. Pacific Time
Total Premium for the Premium Period (Your bm wm be mailed separately)
Excess Liability $291.00
TOTAL $291.00
See ttie Important Payment and Coverage Information section tor details about installment tees.
PROP •010000413030653050110602*
Information as of
March 6, 2Q13
Page 1
CA088RBD
lb
Allstate Insurance Company
Policy Number: 914 240908 04/20 Your Agent: McMullen Insurance (858) 274-2377
For Premium Period Beginning: Apr. 20, 2013
REQUIRED UNDERLYING INSURANCE LIMITS
COVERAGE REQUIRED UNDERLYING UMIT
Residence/Farm Premises $300,000
Residence/Farm Employees $300,000
(Bodily Injury or Property Damage Liability or Single Limit Liability)
Additional Dwelling Rented to Others $300,000
(Bodily Injury or Property Damage Liability or Single Limit Liability)
Incidental Office, Private School or Studio
Bodily Injury or Property Damage Liability or Single Limit Liability
(This coverage may be maintained as part ot your Comprehensive
Personal Liability, Homeowners Liability Insurance or similar
package policy)
$300,000
Automobiles
Bodily Injury Liability
Property Damage Liability
Or
Single Limit Liability
For each Automobile you own, maintain or use
$250,000 each person
$500,000 each accident
$100,000
$500,000
Recreational Motor Vehicles
Bodily Injury Liability
Property Damage Liability
Or
Single Limit Liability
$100,000 each person
$300,000 each accident
$100,000
$300,000
Watercraft
Bodily Injury Liability
Property Damage Liability
Or
Single Limit Liability
For each Watercraft 26 feet or more in length, or powered
by one or more outboard motor with more than 25 total horsepower,
or which has total motor power of more than 50 horsepower.
For Boats not described above:
Single Limit Liability
(This coverage may be maintained as part of your
Comprehensive Personal Liability, Homeowners Liability Insurance
or similar package policy)
$100,000 each person
$300,000 each accident
$100,000
$300,000
$300,000
Information as of
Marcti G, 2013
n
Allstate Insurance Company
Policy Number: 914 240908 04/20 Your Agent: McMullen Insurance (858) 274-2377
For Premium Period Beginning: Apr. 20, 2013
POLICY COVERAGES AND LIMITS OF LIABILITY
COVERAGES UMITS OF LIABILITY
Excess Liability $1,000,000 each occurrence
(EXCESS INSURANCE FOR LIABILITY TO THIRD PARTIES ONLY)
Your Policy Documents
Your Personal Umbrella policy consists of this Policy Declarations and the documents listed below. Please keep these
together.
Personal Umbrella Policy form API 28
CA Pers Umbrella Policy Amend End form AP2306-1
California PUP Amendatory End. form API 310
Important Payment and Coverage Information
Please note: This is not a request for payment. Your bill will be mailed separately.
If you decide to pay your premium in installments, there will be a $3.50 installment fee charge for each payment due. It you
make 6 installment payments during the policy period, and do not change your payment plan method, then the total amount
ot installment fees during the policy period will be $21.00.
If you are on the Allstate ® Easy Pay Plan, there will be a $1.00 installment fee charge for each payment due. If you make
6 installment payments during the policy period, and remain on the Allstate® Easy Pay Plan, then the total amount of
installment fees during the policy period will be $6.00.
If you change payment plan methods or make additional payments, your installment fee charge for each payment due and the
total amount of installment fees during the policy period may change or even increase.
Please note that the Allstate Easy Pay Plan allows you to have your insurance payments automatically deducted from your
checking or savings account.
IN WITNESS WHEREOF, Allstate tias caused ttiis policy to be signed by two ot its officers at Northbrook,
Illinois, and It required by state law, this policy stiall not be binding unless countersigned on ttie Policy
Declarations by an auttiorized agent ot Allstate.
Ttiomas J. Wilson
President
Mary J. McGinn
Secretary
PROP '010000413030653050110603*
Information as of
March 6. 2013
Page 3
CA0B8RBD
Allstate Indemnity Company
RENEWAL
Auto Policy Declarations
Summary
NAMED INSURED(S) YOUR ALLSTATE AGENT IS YOUR BILL
Peder & Julie Norby McMullen Insurance lists your payment options.
4795 Hillside Dr (858) 274-2377
Carlsbad CA 92008-3719
4455 Lamont St #1
San Diego CA 92109
POUCY NUMBER
6 27 829618 03/24
POUCY PERIOD
Mar. 24, 2013 to Sep. 24, 2013 at 12:01 a.m. standard time
DRIVER(S) USTED
Peder Julie
DRIVER(S) EXCLUDED
None
VEHICLES COVERED
1. 13 Honda Fit
VEHICLE ID NUMBER
JHMZA2H43DT000035
UENHOLDER
None
2. 11 BMW 1281 WBAUP3C56BVP54142 BMW Financial Services Na LLC
Total Amount Due
Premium for 13 Honda Fit $245.26
Premium for 11 BMW 1281 $1,104.41
CA Fraud Assessment Fee $1.80
TOTAL $1,351.47
/ Your total premium reflects a combineti discount ot $425.58
See the Important Payment and Coverage Information section for details about installment fees.
Your Policy Effective Date is Mar. 24, 2013
AUTO '010000413013003110390702*
Information as of
January 30. 2013
Page 1
CA019RBO
Allstate Indemnity Company
Policy Number: 6 27 829618 03/24
Policy Effective Date: Mar. 24, 2013
Your Agent: McMullen Insurance (858)274-2377
COVERAGE FOR VEHICLE # 1
2013 Honda Fit
COVERAGE LIMITS DEDUCTIBLE PREMIUM
Automobile Liability Insurance
• Bodily Injury
• Property Damage
$300,000
$500,000
$300,000
each person
each occurrence
each occurrence
Not Applicable $203.04
Uninsured Motorists Insurance
• Bodily Injury
• Property Damage
$300,000
$300,000
$3,500
each person
each accident
each accident
Not Applicable $42.22
Total Premium for 13 Honda Fit $245.26
DISCOUNTS Your premium for this vehicle reflects the following discounts:
Good Driver 20% Multiple Policy $9.85 Distinguished Driver $36.28
RATING INFORMATION Your premium is determined based on certain information, including the following:
This vehicle is driven 3-9 miles to work/school, married female licensed 35 years
Allstate uses mileage information as one factor to help determine your premium amount. The estimated
number of miles that this vehicle Is driven annually is 12,000 - 12,499.
Important Note: The estimated annual mileage figure applicable to this vehicle for the expiring policy period
was: 12,000 -12,499. The estimated annual mileage figure applicable to this vehicle for the current policy
period is: 12,000 - 12,499.
If any of the information shown above is incorrect, missing or changes in the future, please contact your
Allstate representative. Please keep in mind that a change in any of the information may result in an
adjustment to your premium.
Information as of
January 30. 2013
Page 2
CA019RBO
.0
Allstate Indemnity Company
Policy Number: 6 27 829618 03/24
Policy Effective Oate: Mar. 24, 2013
Your Agent: McMullen Insurance (858) 274-2377
COVERAGE FOR VEHICLE # 2
2011 BMW 1281
COVERAGE LIMITS DEDUCTIBLE PREMIUM
Automobile Liability Insurance
• Bodily Injury
• Property Damage
$300,000 each person
$500,000 each occurrence
$300,000 each occurrence
Not Applicable $268.92
Uninsured Motorists Insurance
for Bodily Injury
$300,000 each person
$300,000 each accident
Not Applicable $69.92
Auto Collision Insurance
Waiver of deductible applies
Actual Cash Value $500 $592.38
Auto Comprehensive Insurance Actual Cash Value $500 $148.63
Rental Reimbursement Coverage up to $30 per day for
a maximum of 30 days
Not Applicable $24.56
Total Premium foril BMW 1281 $1,104.41
DISCOUNTS Your premium for this vehicle reflects the following discounts:
Good Driver 20% Multiple Policy $56.54
SURCHARGES Your premium for this vehicle reflects the following surcharges:
At Fault Accident(s): 11/15/12
RATING INFORMATION Your premium is determined based on certain information, including the following:
This vehicle is driven 3-9 miles to work/school, married male licensed 34 years
Allstate uses mileage information as one factor to help determine your premium amount. The estimated
number of miles that this vehicle is driven annually is 12,000 - 12,499.
Important Note: The estimated annual mileage figure applicable to this vehicle for the expiring policy period
was: 12,000 -12,499. The estimated annual mileage figure applicable to this vehicle for the current policy
period is: 12,000 - 12,499.
If any of the information shown above is incorrect, missing or changes in the future, please contact your
Allstate representative. Please keep in mind that a change in any of the information may result in an
adjustment to your premium.
AUTO '010000413013003110390703"
Information as of
January 30. 2013
Page
CA010RBD
arch Muduie
Please enter your search aiteria
Posting Date Range:
From
07/15AM13
To
j 07/17/2013
Cust Nbr:
P^ifie: Trans Ubr.
Pasment Screen: j Select Payment Screen
Tender Type: j
Amount j
:3
Video Journal Text: norby
Search Reset
Piftifile Nbr | Posting Date | Tran Nbr j Cust Nbr Amount
1319701-2 07/16/2013 42 $51.00
General Receipts
BUSLIC-BUS LICENSE
Last Name: NORBY CONSULTING
Amt: 1 051.00
GLF (Ml 0000-2103
SB1186 Payable
$ 1 00
GLF CBI 0000-4141
New Bus. License
$50.00
SubTotal: 51.00
Tot: 51.00
Srce: Walk-In
<149/1 «37-1>
1319701-216Jul13 04:13PM 51.00
"0042«
1 ITEMS: AMT DUE $51.00
Cardtt"""'""""""'"1481
Expire: 0715Authtt: 689494 Action: Sale
51.00 Credit Card
Doc Nbr Acct Nbr Bank Routing Nbr
lmage-04:1...
Print Resuks List Print Video Joumal Print Journal Seledian Print Receipt Exit