HomeMy WebLinkAbout2016-05-17; City Council; Resolution 2016-098Item 12; page 4
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RESOLUTION NO. ---=2=0=16=---=-0=98=----
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CARLSBAD,
CALIFORNIA, AUTHORIZING THE CITY MANAGER TO ENTER INTO A
MEMORANDUM OF UNDERSTANDING AMONG THE CITIES OF
CARLSBAD, ESCONDIDO, OCEANSIDE, SAN MARCOS AND VISTA
FOR THE PURPOSES OF IMPLEMENTING THE INNOVATE 78
ECONOMIC DEVELOPMENT INITIATIVE.
EXHIBIT 1
WHEREAS, on June 10, 2014 the cities of Carlsbad, Escondido, Oceanside, San
Marcos and Vista (North County Cities) entered into a Memorandum of Understanding (MOU) to
collectively develop the North County Economic Development Collaborative Model
(Collaborative Model) that can be used in promoting economic development opportunities
within the north county region; and
WHEREAS, to facilitate that goal, the North County Cities selected the San Diego
Regional Economic Development Corporation (EDC) as the organization best suited to provide
the required services; and
WHEREAS, to commission the Collaborative Model, the North County Cities
designated the City of Carlsbad to contract with EDC for the required services; and
WHEREAS, on June 24, 2014 the City of Carlsbad entered into an agreement with
EDC for the required services; and
WHEREAS, on March 25, 2015, the North County Cities agreed to Addendum No.
1 to the MOU to approve and fund the additional services to share and brand the success of the
Collaborative Model; and
WHEREAS, on July 15, 2015 the City of Carlsbad amended its agreement with EDC
to commission and provide said additional services; and
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Item 12; page 5
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EXHIBIT 1
WHEREAS, on August 25, 2015 the North County cities agreed to Addendum No.
2 to the MOU to approve and fund the additional services to share and brand the success of the
Collaborative Model; and
WHEREAS, on June 24, 2015, the term of the agreement with EDC expires; and
WHEREAS, the City of Carlsbad desires to further the Innovate 78 Economic
Development Initiative as described in EDC Services Agreement; and
WHEREAS, to facilitate that goal, the North County Cities have selected the San
Diego Regional Economic Development Corporation (EDC) as the organization best suited to
provide the required services; and
WHEREAS, to commission the Innovate 78 Economic Development Initiative, the
North County Cities have designated the City of Escondido to contract with EDC for the required
services as set forth in the Proposal for Amendments for EDC/Innovate 78 Contract attached as
Exhibit 2; and
WHEREAS, in turn, each city will contribute an equal financial share for the EDC
work effort, based on the terms outlined in the memorandum of understanding (MOU), which is
as Exhibit 1; and
WHEREAS, this City Council desires at this time and deems it to be in the best
public interest to approve said memorandum of understanding.
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Carlsbad,
California, as follows that:
1. The above recitations are true and correct.
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EXHIBIT 1
2. The City Council authorizes the City Manager to execute the Memorandum
of Understanding, on behalf ofthe city, a copy ofthe agreement is attached as Attachment 1 and
incorporated herein by reference.
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Item 12; page 7
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PASSED, APPROVED AND ADOPTED at a Regular Meeting of the City Council of the City
of Carlsbad on the 17th day of _ ___!..!M;.!.!:a~y __ , 2016, by the following vote to wit:
AYES: Halt Schumacher, Blackburn.
NOES: None.
ABSENT: Wood, Packard.
MATI HALL, Mayor
ATIEST:
MEMORANDUM OF UNDERSTANDING BY AND AMONG THE CITIES
OF CARLSBAD, ESCONDIDO, OCEANSIDE, SAN MARCOS
AND VISTA FOR FUNDING OF
THE INNOVATE 78 ECONOMIC DEVELOPMENT INITIATIVE
This Memorandum of Understanding ("MOU") is made and entered into on
0tAM UQ_, 2016 by and among the cities of Carlsbad, Escondido, Oceanside,
San Marcos and Vista (individually "City" and collectively, "78 Corridor Cities" or
"Cities").
RECITALS
A The 78 Corridor Cities contracted with the San Diego Regional Economic
Development Corporation ("EDC") in July of 2014 to provide the required services to
roll-out the regional branding effort, lnnovate78, and to promote economic development
opportunities within the 78 Corridor region.
B. To continue the Innovate 78 Economic Development Initiative, the 78
Corridor Cities want the City of Escondido to contract with EDC for the required
services. In turn, each City will contribute an equal financial share to compensate EDC
based on the terms set forth in this MOU.
C. The City of Escondido has engaged the EDC for the Innovate 78
Economic Development Initiative pursuant to a services agreement ("EDC Services
Agreement"), which is attached hereto as Exhibit 1 and incorporated herein by this
reference. The work to be provided by EDC is set forth in a Scope of Work which is
attached as Exhibit A to the EDC Services Agreement ("Scope of Work").
NOW, THEREFORE, in consideration of these recitals and the mutual covenants
contained herein, the five Cities agree as follows:
1. EDC Services Agreement
(A) The Cities acknowledge that EDC and the City of Carlsbad have
effectively executed the first two-year EDC Services Agreement on behalf of the 78
Corridor Cities. The 78 Corridor Cities want to execute a second two-year agreement
dated as of June 30, 2016, which will become effective upon the complete execution of
this MOU by each of the five Cities. The second Two Year Services Agreement with
EDC will be managed by the City of Escondido. Performance of the EDC Services
Agreement is intended to result in furthering the Innovate 78 Economic Development
Initiative as described in the EDC Services Agreement and its attachments. For that
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Initiative as described in the EDC Services Agreement and its attachments. For that
work, EDC will receive an annual total base contract amount of One Hundred and
Twenty Five Thousand ($125,000) plus an additional annual services amount of Sixty
Five Thousand Dollars ($65,000) to provide deliverables (Attachment B to the EDC
Services Agreement), for a total two year contract amount of Three Hundred Eighty
Thousand ($380,000.00) over the two year contract length or One Hundred Ninety
Thousand ($190,000) annually, assuming the full expense allotment is used ("Contract
Price").
(B) The City of Escondido makes no representation regarding the
completeness, or quality of the work that EDC will produce under the EDC Services
Agreement. In directing EDC pursuant to the EDC Services Agreement, the City of
Escondido will, when reasonably possible, provide direction based on the consensus of
all Cities. If consensus is not obtained after a consultation period with all 78 Corridor
Cities of Thirty Days (30) days has elapsed, and if the Cities have not acted collectively
to amend or terminate this MOU or the EDC Services Agreement, the City of Escondido
reserves the right to provide direction to EDC to assure that its efforts are not stopped,
stalled or otherwise delayed.
2. Cooperative Efforts
For EDC to successfully carry out the scope of work for the Innovate 78
Economic Development Initiative, each 78 Corridor City must: (1) provide EDC with
information about the city, its community, its businesses, and its other attributes; (2)
make available to EDC representatives from city government, civic groups, business
groups and others comprising the city; (3) identify venues within the city for meetings,
(4) participate in meetings with EDC and other 78 Corridor Cities for the development
and refinement of elements of the Innovate 78 Economic Development Initiative; and (5)
otherwise participate in the development of the Innovate 78 Economic Development
Initiative in the manner described in the Scope of Work.
3. Payments for Funding the EDC Services Agreement
(A) To fund the EDC Services Agreement, each City will allocate and pay on
July 1 to the City of Escondido a sum of Thirty-eight Thousand ($38,000), representing
one-fifth of the Contract Price ("City Contract Share") each year over the two year
contract length. The City of Escondido will hold the City Contribution for each City,
including the City of Escondido, and collectively use those City Contributions to make
payments due to EDC under the EDC Services Agreement.
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(B) Should it be determined that a change in the Scope of Work is advisable
which will require additional funds beyond the base Contract Price or the Additional
Services price as detailed in the Scope of Work, the City of Escondido shall notify the
78 Corridor Cities of the additional services ("Additional Services") and the price for
those services ("Supplemental Cost"). With that notice, the City of Escondido will
provide the 78 Corridor Cities with a proposed Addendum to the EDC Services
Agreement ("Services Agreement Addendum") describing the Additional Services to be
provided at the Supplemental Cost. Based on those materials, each 78 Corridor City
will be asked to execute an addendum to this MOU ("MOU Addendum") to enable the
City of Escondido to fund the Additional Services. Should each 78 Corridor City
execute the MOU Addendum, then within ten (10) days thereafter: (1) each 78 Corridor
City shall transfer to the City of Escondido a sum equal to one-fifth of the Supplemental
Cost; and (2) the City of Escondido will execute the Services Agreement Addendum.
(C) Following the completion or termination of the EDC Services Agreement,
the City of Escondido shall determine if any amount is left unexpended from the
collective City Contributions and shall return to each 78 Corridor City a sum equal to
one-fifth of that amount.
4. TRADEMARK AND COPYRIGHT OF WORKS
The 78 Corridor Cities recognize that EDC will generate graphics, tag lines and
other materials ("Works") which may require a trademark, copyright, or similar registry to
be protected under Federal or State law, which shall be obtained by EDC, or its
subcontractor, for the benefit of the 78 Corridor Cities. The 78 Corridor Cities
acknowledge that each, as an owner of a trademark, will responsible to police infringing
uses of its trademark. If the 78 Corridor Cities do not enforce its trademark rights or
otherwise fail to maintain quality control over the trademark (i.e. a naked license),
trademark rights may be lost. This is also true regarding the responsibility to police
infringing uses of their copyrights. The 78 Corridor Cities agree that they will
reasonably police their intellectual property rights and promptly take reasonable steps to
prevent infringing and unauthorized use of their trademarks and copyrights. Upon
learning of a potential infringement or unauthorized use, the 78 Corridor Cities shall
meet, discuss and select an appropriate course of action to reasonably prevent
infringement or unauthorized use of their intellectual property rights.
5. MISCELLANEOUS
(A) The terms of this MOU are intended by the parties as a final expression of
their agreement with respect to such terms as are included in this MOU and may not be
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contradicted by evidence of any prior or contemporaneous agreement. This MOU
specifically supersedes any prior written or oral agreement between the parties.
(B) This MOU may be executed in one or more counterparts, each of which
shall be deemed an original, but all of which together shall constitute one and the same
instrument.
IN WITNESS WHEREOF, the parties hereto have executed this Assignment on the
date first above written.
CITY OF VISTA
By .QtA~
Patrick Johnson, C1ty Manager
ATIEST:
Kathy Valdez, City Clerk
By:J.{~ J ( J~ <
APPROVED AS T~ F~RM: 6
Darold Pieper, City Attorney
~-By: __ ~..P,..L--~"'---~'1'------
(Signatures continue on next page).
CITY OF ESCONDIDO
By ~ll1d6
Graham Mitchell, City Manager
ATIEST:
Diane Halverson, City Clerk
APPROVED AS TO FORM:
f} Jeffrey R. Epp, City Attorney
By:g~
4
CITY OF OCEANSIDE CITY OF SAN M RCOS
By ~
Michelle Skaggs Lawrence , C1ty Manager
ATIEST: ATIEST:
Zach Beck, City Clerk Phillip Scollick, City Clerk
APPROVED AS TO FORM: APPROVED AS TO FORM:
John Mullen, City Attorney Helen Holmes Peak, City Attorney
Byj2hfl By J/4~(};_
I I
ATIEST:
Barbara Engleson, City Clerk
By ~~~
APPROVED AS TO FORM:
Celia A. Brewer, City Attorney
By ilQ{S±f:
5
CiTY OF ESCONDIDO
CONSULTING AGREEMENT
This Agreement is made this ____ day of--------
Between:
And:
CITY OF ESCONDIDO
a Municipal Corporation
201 N. Broadway
Escondido, California 92025
Attn: Michelle Geller
(760) 839-4587
("CITY")
San Diego Regional Economic Development Corporation
530 B Street, Suite 700
San Diego, California 92101
Attn: Mark Cafferty
(619) 234-8484
("CONSULTANT")
Witness that whereas:
Exhibit 1
A. It has been determined to be in the CITY's best interest to retain the professional
services of a consultant to continue the "Innovate 78" economic development initiative in
collaboration with the cities of Carlsbad, Oceanside, San Marcos and Vista for the next
two years; and
B. The CONSULTANT is considered competent to perform the necessary professional
services for CITY;
NOW, THEREFORE, it is mutually agreed by and between CITY and CONSULTANT as
follows:
1. Services. The CONSULTANT will furnish all of the services as described in "Attachment
A" and additional services as described in "Attachment B", which are attached and
incorporated by this reference.
2. Compensation. The CITY will pay the CONSULTANT in accordance with the conditions
specified in "Attachment A -Scope of Work" an annual sum $125,000, plus an
additional annual services amount of $65,000 as specified in "Attachment B-Additional
Services and Tactics", for a total two-year contract amount of $380,000 over the two-
year contract length or $190,000 annually, assuming the full expense allotment is used.
Any breach of this Agreement will relieve CITY from the obligation to pay
CONSULTANT, if CONSULTANT has not corrected the breach after CITY provides
notice and a reasonable time to correct it. If this Agreement is amended at any time,
City Attorney - 1 -01/03/2012
Exhibit 1
additional compensation of CONSULTANT contained in subsequent amendment(s) shall
not exceed a cumulative total of twenty-five percent (25%) of the maximum payment
provided for in this Section 2.
3. Scope of Compensation. The CONSULTANT will be compensated for performance of
tasks specified in "Attachment A" and "Attachment B" only. No compensation will be
provided for any other tasks without specific prior written consent from the CITY.
4. Duties. CONSULTANT will be responsible for the professional quality, technical
accuracy, timely completion, and coordination of all reports and other services furnished
by the CONSULTANT under this Agreement, except that the CONSULTANT will not be
responsible for the accuracy of information supplied by the CITY.
5. Personnel. The performance of services under this Agreement by certain professionals
is significant to the CITY. CONSULTANT will assign the persons listed on "Attachment
C," which is attached and incorporated by this reference, to perform the Services
described in Paragraph 1, and will not add or remove persons from the list without the
prior written consent of the CITY. If no designation is made, then CONSULTANT may
not assign services without obtaining the advance written consent of the CITY.
CONSULTANT will not subcontract any tasks under this Agreement without obtaining
the advance written consent of the CITY.
6. Termination. Either CONSULTANT or the CITY may terminate this Agreement with
thirty (30) days advance written notice.
7. City Property. All original documents, drawings, electronic media, and other material
prepared by CONSULTANT under this Agreement immediately becomes the exclusive
property of the CITY, and may not be used by CONSULTANT for any other purpose
without prior written consent of the CITY.
8. Insurance.
a. The CONSULTANT shall secure and maintain at its own cost, for all operations, the
following insurance coverage, unless reduced by the City Attorney:
(1) General liability insurance. Occurrence basis with minimum limits of
$1,000,000 each occurrence, $2,000,000 General Aggregate, and $1,000,000
Products/Completed Operations Aggregate; and
(2) Automobile liability insurance of $1,000,000 combined single-limit per accident
for bodily injury and property damage, unless waived as provided in B(b) below;
and
(3) Workers' compensation and employer's liability insurance as required by the
California Labor Code, as amended, or certificate of sole proprietorship; and
(4) Errors and Omissions professional liability insurance with minimum coverage of
$1,000,000.
b. It is the parties' understanding that the use of a motor vehicle is not a primary
subject of this Agreement. CONSULTANT acknowledges that operating a motor
vehicle is outside the scope of this Agreement and occurs only at the convenience
of the CONSULTANT. A waiver of automobile liability insurance is only effective if
both sets of initials appear below, otherwise such insurance is required.
City Attorney -2-01/03/2012
Exhibit 1
Acknowledged by CONSULTANT ___ _
Waiver appropriate by CITY _____ _
c. Each insurance policy required above must be acceptable to the City Attorney.
(1) Each policy must provide for written notice within no more than thirty (30) days
if cancellation or termination of the policy occurs. Insurance coverage must be
provided by an A.M. Best's A-rated, class V carrier or better, admitted in
California, or if non-admitted, a company that is not on the Department of
Insurance list of unacceptable carriers.
(2) All non-admitted carriers will be required to provide a service of suit
endorsement in addition to the additional insured endorsement.
(3) Both the General Liability and the Automobile Liability policies must name the
CITY specifically as an additional insured under the policy on a separate
endorsement page. The CITY includes its officials, employees, and
volunteers. The endorsement must be ISO Form CG 20 10 11 85 edition or its
equivalent for General Liability endorsements and CA 20 01 for Automobile
Liability endorsements.
(4) The General Liability policy must include coverage for bodily injury and
property damage arising from CONSULTANT's work, including its on-going
operations and products-completed operations hazard.
(5) The General Liability policy must be primary and noncontributory and any
insurance maintained by CITY is excess.
c. In executing this Agreement, CONSULTANT agrees to have completed insurance
documents on file with the CITY within fourteen (14) days after the date of
execution. Failure to comply with insurance requirements under this Agreement will
be a material breach of this Agreement, resulting in immediate termination at
CITY's option.
9. Indemnification. CONSULTANT (which in this paragraph 9 includes its agents,
employees and subcontractors, if any) agrees to indemnify, defend, and hold harmless
the CITY from all claims, lawsuits, damages, judgments, loss, liability, or expenses,
including attorneys' fees, for any of the following:
a. Any claim of liability arising out of the negligence or any acts or omissions of
CONSULTANT in the performance of this Agreement;
b. Any personal injuries, property damage or death that CONSULTANT may sustain
while using CITY-controlled property or equipment, while participating in any activity
sponsored by the CITY, or from any dangerous condition of property; or
c. Any injury or death which results or increases by any action taken to medically treat
CONSULTANT.
10. Anti-Assignment Clause. The CONSULTANT may not assign, delegate or transfer any
interest or duty under this Agreement without advance written approval of the CITY, and
any attempt to do so will immediately render this entire Agreement null and void. Unless
CONSULTANT assigns this entire Agreement, including all rights and duties herein, to a
third party with the CITY'S written consent, CONSULTANT shall be the sole payee
under this Agreement. Any and all payments made pursuant to the terms of this
Agreement are otherwise not assignable.
City Attorney -3-01/03/2012
Exhibit 1
11. Costs and Attorney's Fees. In the event that legal action is required to enforce the
terms and conditions of this Agreement, the prevailing party will be entitled to
reasonable attorneys' fees and costs.
12. Independent Contractor. CONSULTANT is an independent contractor and no agency or
employment relationship, either express or implied, is created by the execution of this
Agreement.
13. Merger Clause. This Agreement and its Attachments are the entire understanding of
the parties, and there are no other terms or conditions, written or oral, controlling this
matter. In the event of any conflict between the provisions of this Agreement and any of
its Attachments, the provisions of this Agreement must prevail.
14. Anti-Waiver Clause. None of the provisions in this Agreement will be waived by CITY
because of previous failure to insist upon strict performance, nor will any provision be
waived by CITY because any other provision has been waived, in whole or in part.
15. Severability. The invalidity in whole or in part of any provision of this Agreement will not
void or affect the validity of any other provisions of this Agreement.
16. Choice of Law. This Agreement is governed by the laws of the State of California.
Venue for all actions arising from this Agreement must be exclusively in the state or
federal courts located in San Diego County, California.
17. Multiple Copies of Agreement/Counterparts. Multiple copies and/or counterparts of this
Agreement may be executed, including duplication by photocopy or by computerized
scanning device. Each duplicate will be deemed an original with the same effect as if all
the signatures were on the same instrument. However, the parties agree that the
Agreement on file in the office of the Escondido City Clerk is the copy of the Agreement
that shall take precedence should any differences exist among copies or counterparts of
the document.
18. Provisions Cumulative. The foregoing provisions are cumulative and in addition to and
not in limitation of any other rights or remedies available to the CITY.
19. Notices to Parties. Any statements, communications or notices to be provided pursuant
to this Agreement must be sent to the attention of the persons indicated below. Each
party agrees to promptly send notice of any changes of this information to the other
party, at the address first above written.
20. Business License. The CONSULTANT is required to obtain a City of Escondido
Business License prior to execution of this Agreement.
21. Compliance with Applicable Laws, Permits and Licenses. CONSULTANT shall keep
itself informed of and comply with all applicable federal, state, and local laws, statutes,
codes, ordinances, regulations, and rules in effect during the term of this Agreement.
CONSULTANT shall obtain any and all licenses, permits, and authorizations necessary
to perform services set forth in this Agreement. Neither CITY, nor any elected nor
appointed boards, officers, officials, employees, or agents of CITY shall be liable, at law
or in equity, as a result of any failure of CONSULTANT to comply with this section.
City Attorney -4-01/03/2012
Exhibit 1
22. Immigration Reform and Control Act of 1986. CONSULTANT shall keep itself informed
of and comply with the Immigration Reform and Control Act of 1986. CONSULTANT
affirms that as an employer in the State of California, all new employees must produce
proof of eligibility to work in the United States within the first three days of employment
and that only employees legally eligible to work in the United States will be employed on
this public project. CONSULTANT agrees to comply with such provisions before
commencing and continuously throughout the performance of this Agreement.
IN WITNESS WHEREOF, the parties below are authorized to act on behalf of their
organizations, and have executed this Agreement as of the date set forth below.
CITY OF ESCONDIDO
Date: ________ _
Date: ________ _
SAN DIEGO REGIONAL EDC
Date: ________ _
APPROVED AS TO FORM:
OFFICE OF THE CITY ATTORNEY
JEFFREY R. EPP, City Attorney
By: -------------
Sam Abed
Mayor
Diane Halverson
City Clerk
Mark Cafferty, President and CEO
THE CITY OF ESCONDIDO DOES NOT DISCRIMINATE AGAINST QUALIFIED PERSONS WITH DISABILITIES.
City Attorney -5-01/03/2012
Jj)CORRIDOR
SCOPE OF WORK
Exhibit 1
Attachment A
Page 1 of 2
The five North County cities of Carlsbad, Escondido, Oceanside, San Marcos and Vista
have requested input from the San Diego Regional Economic Development Corporation
(EDC) relative to the execution, coordination and implementation of the "North County
Economic Development Collaborative".
Looking to gain greater economies of scale and better leverage existing resources, the
North County collaborative would have access to the full resources of the 18 person staff
of the EDC. To oversee delivery of the program the five North County Cities would be
provided with the leadership of EDC's Executive Management Team, including the
President & CEO, Chief Operating Officer and Vice President of Economic
Development. In addition, the five North County cities would have the full engagement of
the core economic development team of EDC to execute the program.
To further support coordination and implementation of the program, EDC will commit a
full-time employee and dedicated economic development professional to carry out the
day to day activities of the North County Economic Development Collaborative, EDC will
also provide two representatives from the North County Cities to serve on the EDC
Board.
To help facilitate this work, the dedicated economic development professional, EDC
Executive Management Team and EDC Economic Development Team will focus on
these functions:
1. Plan, Develop, Coordinate & Execute the North County 78 Corridor Economic
Development Strategy and Programs.
a. Coordinate the North County Cities economic development staff in the
development and execution of the region wide economic development
plan; known as an "Annual Program of Work". Annual Program of Work
will address issues of significant concern and opportunity to North County
businesses.
b. EDC will complete a regional assessment of North County's economic
drivers, needs of businesses, the region's talent retention and attraction
issues, global competitiveness priorities, base realignment and/or closure
concerns, and desired outcomes from each of the North County cities so
as to develop the Annual Program of Work. The EDC will present its
Annual Program of Work and past year's successes to each City Council
annually.
c. Quarterly communication by a representative of the EDC Executive
Management Team with the five North County Mayors and respective city
economic development staff.
d. EDC will provide report on their performance related to the Annual
Program of Work metrics to the North County partners on a monthly basis
and/or as requested.
2. EDC will make recommendations associated with implementation. of the new
North County economic development brand "lnnovate78", material development,
target audience selection and advertising placement.
Carlsbad • Escondido • Oceanside • San Marcos • Vista
~CORRIDOR Exhibit 1
Attachment A
Page 2 of 2
a. EDC will work with the North County Cities to execute key strategies,
which increase the "lnnovate78" brand visibility and adoption by
businesses and stakeholders within and outside of the region.
b. Any costs related to the creation of printed materials, websites and other
necessary materials will be outside of the scope of the contract and it is
expected that each city will contribute to costs in an equal share once
reviewed and approved and become an amendment to this agreement
(reference Section 2(b): Additional Work).
3. EDC will lead and assist in business retention and recruitment in the North
County area.
a. EDC will target delivery of comprehensive services to retain companies in
the North County who may be threatening to leave the region, or expand
in the region. The dedicated position and EDC economic development
team will identify key corporate decision makers and steward delivery of
timely, comprehensive proposals to companies at risk of leaving the
region, relocating or expanding locally. The EDC will organize "red teams"
with the North County Cities, industry associations, sub-regional
economic development organizations and other service providers to
leverage resources where necessary to retain, expand or attract the
company.
b. EDC's full economic development team will work to identify qualified
businesses for recruitment to the North County area in coordination with
the North County Cities.
c. The dedicated position will work to maintain collaborative relationships
with local trade associations, sub-regional economic development
agencies and municipal departments across San Diego County to garner
sector-specific information and support.
d. EDC will provide monthly updates of companies threatening to leave,
looking to expand and I or looking to relocate into the region for elected
officials and community leaders to better understand the perspective and
decision making process of corporate interests.
e. EDC will provide a quarterly economic snapshot electronically of the
region's strengths to elected officials, community leaders and media as
requested by the North County Cities.
Carlsbad • Escondido • Oceanside • San Marcos • Vista
~CORRIDOR Exhibit 1
Attachment B
Page 1 of 2
Additional Services and Tactics
Tactics
To provide a sense of the strategies and tactics that would be deployed in executing the
scope of work (Exhibit A), EDC, after consulting with the economic development
managers and directors of the five cities proposes the following tactics. All tactics are
subject to change with the approval of the City of Escondido based on current and future
needs of cities and North County Economic Development Collaborative.
Economic Development
Expand business outreach/project work-EDC will increase the number of
companies that receive economic development services. With city coordination
and new reporting mechanisms put in place over the past year, EDC will increase
engagement with company specific projects. EDC will also increase focus on
companies with a presence or interest in multiple cities along the corridor.
Expand partner engagement-Along with the five cities, EDC will increase
engagement of other corridor business/economic development organizations.
Training -EDC will help facilitate/coordinate trainings for relevant staff within the
five cities to further drive synergies in how support is provided to companies.
These courses may be administered through organizations like CALED or other
providers. (Additional costs may apply.) Examples may include customer service
training, etc.
Policy support-Where applicable, EDC will provide support on policy
initiatives, such as water, power and infrastructure.
Talent development-EDC will increase engagement with the 78 Corridor on
regional talent development/alignment strategies. This could be manifested in
programs such as Link2, which creates greater direct connectivity between key
industry companies and university students
Marquee city initiatives -EDC will work to elevate specific city
strategies/projects to a 78 Corridor wide level to increase collaboration and
support between cities for projects that would provide benefit/impact across the
corridor.
*Specific research -EDC will recommend and execute specific research
studies that would elevate the five cities ability to support key industries through
quantifying industry size, identifying issues, and recommending actionable
means of support.
*Economic gardening -EDC would identify strategies and execute tactics to
create an ecosystem conducive to entrepreneurial growth that leverages assets
across the corridor.
Brand Exposure
Expand brand exposure, like social media, newsletter output, etc. -EDC
has already committed staff resources to these activities and will continue to
develop/enhance the online presence of the lnnovate78 brand.
*Additional brand exposure in other US Metros-EDC will strategically
develop targeted exposure opportunities to increase brand visibility in other major
US metros. These metros will have synergies with the 78 Corridor that create an
opportunity for attraction of companies and/or talent.
Carlsbad e Escondido • Oceanside e San Marcos e Vista
~CORRIDOR Exhibit 1
Attachment B
Page 2 of 2
*Signage-With focuses shifting to brand visibility and adoption, EDC would
pursue the creation of lnnovate78 sign age along the corridor.
*Protocol items -EDC will work to develop strategic protocol gifts and giveaway
items that would provide a long term, effective representation of lnnovate78.
*Marquee event -In partnership with the five cities and 78 Corridor
business/economic development organizations, EDC will execute a branded
marquee event.
(Note: *indicates items outlined in Additional Services section of this document.)
Additional Services
Some tactics listed above and notated with an asterisk are outside the contract scope of
work and may require funding through an additional services agreement. EDC proposes
funding for additional services, which amounts to of $65,000/year ($13,000 per city, per
year).
The additional services breakdown model forecast (subject to change) may be:
Website Maintenance and Hosting $5,000
Site maintenance and incremental updates
Videography $10,000
Continued production of company videos and for regional promotion
Promotion(s) in other US Metros $10,000
Events or promotions to take place in other cities or college campuses
to draw attention to the 78 Corridor that could lead to attraction
of companies and/or talent. Can be co-sponsored by 78 corridor companies
to increase impact, without increasing cost
Economic Research Funding $10,000
Annual economic impact study of a key 78 Corridor industry, such as ICT
Collateral/Item Development $5,000
Further promotional material and/or updates to hard creative, protocol
Items, or signage to increase visibility and exposure to the brand
Event Sponsorships/Costs $10,000
Sponsorships or hosting of particular regional or external events that will
afford the opportunity to promote the initiative with a targeted audience
Economic Gardening $5,000
Costs related to implementation of entrepreneur support strategies,
such as sponsoring the formation of an lnnovate78 entrepreneur network
Contracted Services** $10,000
Based on the expertise and demonstrated business connectedness of other
organizations along the 78 Corridor, EDC may sub-contract certain measurable
tactics that would greatly increase brand exposure in the business community
and engage the other organization in such a way that promotes greater synergy
and positive impact on 78 Corridor key industries.
**Payments to a subcontracted organization based on measurable performance,
such as hosting 4 industry roundtables, co-hosting marquee event, conducting
outlook surveys of 100 businesses in key industries. Any sub-contractor
agreement would be agreed upon by the North County Economic Development
Collaborative prior to entering any contract.
Total: $65,000
Carlsbad e Escondido • Oceanside o San Marcos • Vista
j)CORRIDOR Exhibit 1
Attachment C
San Diego Economic Development Corporation Personnel
• Matthew Sanford 1 Director, Economic Development
• Bree Burris 1 Communications Coordinator
• Sean Barr 1 Senior Vice President, Economic Development
• Sarah Lubeck 1 Manager, Communications
• Kirby Brady 1 Director, Research
• Jesse Gipe 1 Manager, Economic Development
Carlsbad • Escondido • Oceanside • San Marcos • Vista