HomeMy WebLinkAboutPeter Kageyama Consultant For the Love fo SLO Community Events 2.20.13city of
san luls OBISPO
Final City Manager Approval
ove a
Date Approved
City Administration
Reviewer Routing List
Reviewer Name
Date Reviewed
City Attorney
Andrea Visveshwara
4/4/13
Finance & Information Technology
Wayne Padilla
4/8/13
April 3, 2013
FROM: Derek Johnson, Community Development Director
PREPARED BY: James David, Associate Planner
- - -- - --- -- ----._ . .... - -- - _.. . -- - ---
SUBJECT: Authorization of payment to consultant Peter Kageyama for services —
rendered at For the Love of San Luis Obispo community events.
RECOMMENDATION
1. Sign and execute the attached contract (Attachment 1) between Peter Kageyama and the
City of San Luis Obispo.
2. Sign and execute the supplemental Reimbursement Agreement (Attachment 3) with the
City of Goleta.
3. Sign the funding request letters for the "$500 Project" (Attachment 6).
DISCUSSION
Background
On March 3'a through March Wh 2013, consultant Peter Kageyama spoke on multiple occasions
in the City of San Luis Obispo (SLO) and the City of Goleta. Mr. Kageyama presented
information on community -building and why emotional engagement matters in a place to local
leadership, and hosted community workshops designed to promote community identity and
foster civic pride. Mr. Kageyama spent a comparable amount of time in SLO and Goleta and his
payment will be split evenly between both cities.
Peter Kageyama, author of For the Love of Cities, asserts that people have "love affairs" with
places and communities that are loved (cherished, protected, nurtured). He also asserts that cities
that are loved flourish socially, environmentally, culturally, and economically. During Mr.
Kageyama's SLO-based events, residents, nonprofit leaders, business community members,
education representatives and staff came together in different venues to express what makes SLO
lovable. These workshops allowed participants to explore what could enhance their love of SLO.
There were many lovable characteristics, traditions, events and places participants identified
during the main event (a three hour workshop that was attended by more than 100 people at the
peak). These included the City's open space and parks; vibrant downtown with lots of locally
Peter Kageyama (For the Love of San Luis Obispo) Contract Page 2
owned businesses; commitment to preserving our creek and protecting natural resources; bike
and pedestrian friendly transportation system; the trees all over town, but most mentioned in the
downtown; cultural and educational opportunities (Farmers' Markets, Cal Poly & Cuesta
College, the Performing Arts Center, Concerts in the Plaza to name just a few) that outsize what
would typically be available in a small city; and the friendliness and caring of the people. Staff
has a role in facilitating, encouraging or achieving many of these lovable features, and others are
wholly dependent on the commitment and actions of the community.
FISCAL IMPACT
The total payment due to Peter Kageyama is $13,171. This sum covers Mr. Kageyama's speaker
fee ($10,000) and incidental costs ($3,171). The invoice submitted by Mr. Kageyama on March
12, 2013 itemizes each cost (Attachment 4). At the request of Mr. Kageyama, there is only one
contract with one city, which is SLO. The City of Goleta will reimburse SLO for '/2 the total
payment made to Peter Kageyama per the signed Reimbursement Agreement. Total amount due
to SLO from Goleta is $6,585. hi addition, miscellaneous costs (Attachment 7) in the amount of
$1,278 were incurred as part of SLO's community events only, bringing the total cost of the
workshop series for SLO to $7,864.
There was one additional cost for a "$500 Project" as an offshoot of the For the Love of San Luis
Obispo workshop. Attendees participated in a small group competition, and one group was
awarded $500 to create and implement a community project. This project was sponsored by the
SLO County Community Foundation, the Chamber of Commerce and Rob Rossi. A draft
funding request letter in included with the report (Attachment 6). Related City permitting or
processing fees to implement the "$500 Project" will be waived.
ALTERNATIVES
The City Manager could renegotiate the contract with Peter Kageyama or the Reimbursement
Agreement with the City of Goleta. This is not recommended since the For the Love of San Luis
Obispo events were a big success, Mr. Kageyama reduced his regular rates as a courtesy, and the
even split of costs with the City of Goleta is fair and equitable.
ATTACHMENTS
1. Kageyama Contract and Exhibit A — Description of Work
2. Exhibit B — Consultant Proposal
3. Exhibit C — Goleta Reimbursement Agreement
4. Consultant Invoice
5. Consultant Receipts
6. "$500 Project" funding request letters
7. Miscellaneous Expense Report
8. Budget Amendment Request
TACity Manager ReportACommunity Development\2013\For the Love\Contracts and Agreements
AGREEMENT
THIS AGREEMENT is made and entered into in the City of San Luis Obispo on February 20, 2013 by and
between the CITY OF SAN LUIS OBISPO, a municipal corporation, hereinafter referred to as CITY, and Peter
Kageyama, hereinafter referred to as CONSULTANT.
WITNESSETH:
WHEREAS, CITY desires CONSULTANT to (1) present information on community -building and why
emotional engagement matters in a place to local leadership and (2) create and host a community workshop designed
to promote community identity and foster civic pride; and
WHEREAS, CITY desires CONSULTANT to accomplish this two-step process in two separate central
California cities including CITY, and City of Goleta; and
WHEREAS, CITY and City of Goleta have entered into a reimbursement agreement whereby the City of
Goleta agrees to reimburse the CITY for costs incurred that relate to CONSULTANT providing services to the City
of Goleta; and
WHEREAS, CONSULTANT represents that he is qualified to perform the services required by this
contract; and
WHEREAS, CONSULTANT will provide services as described in the attached "Exhibit A".
NOW THEREFORE, in consideration of their mutual promises, obligations and covenants hereinafter
contained, the parties hereto agree as follows:
1. TERM. The term of this Agreement shall be from the date this Agreement is made and entered,
as first written above, until acceptance or completion of said services.
2. INCORPORATION BY REFERENCE. CITY's general terms and conditions are attached
hereto as Exhibit D are hereby incorporated in and made a part of this Agreement.
3. CITY'S OBLIGATIONS. For providing services as specified in this Agreement, CITY will pay
and CONSULTANT shall receive therefore compensation not to exceed $10,000, plus expenses for supplies and
travel (economy class airfare, hotel and car rental) not to exceed $3,171, in a total sum of $13,171. CITY will
receive reimbursement from City of Goleta for their fair share of CONSULTANT costs per the Reimbursement
Agreement described in the attached "Exhibit C".
4. CONSULTANT'S OBLIGATIONS. For and in consideration of the payments and agreements
hereinbefore mentioned to be made and performed by CITY, CONSULTANT agrees with CITY to provide services
as described in Exhibits A and B attached hereto and incorporated into this Agreement.
1
Peter Kageyama Consultant Contract
5. AMENDMENTS. Any amendment, modification or variation from the terms of this Agreement
shall be in writing and shall be effective only upon approval by the City Manager.
6. COMPLETE AGREEMENT. This written Agreement, including all writings specifically
incorporated herein by reference, shall constitute the complete agreement between the parties hereto. No oral
agreement, understanding or representation not reduced to writing and specifically incorporated herein shall be of
any force or effect, nor shall any such oral agreement, understanding or representation be binding upon the parties
hereto.
7. NOTICE. All written notices to the parties hereto shall be sent by United States mail, postage
prepaid by registered or certified mail addressed as follows:
City Community Development Department
Attn: Derek Johnson
City of San Luis Obispo
919 Palm Street
San Luis Obispo, CA 93401
Consultant Peter Kageyama
200 4" Ave. South 9314
St. Petersburg, FL 33701
8. AUTHORITY TO EXECUTE AGREEMENT. Both CITY and CONSULTANT do covenant
that each individual executing this agreement on behalf of each party is a person duly authorized and empowered to
execute Agreements for such party.
IN WITNESS WHEREOF, the parties hereto have caused this instrument to be executed the day and year
first above written. -
ATTEST:
Ci for - n eve Or' s v /3
APPROVED AS TO FORM:
i
City Attorney Christine Dietrick
CITY OF SAN LUIS OBIS 0
B B -
Yanager Katie Lichtigg
CONSULTANT
Peter Kageyama
Peter Kageyama Consultant Contract
rITARIM r,
Deliverables:
Exhibit A
W g,
M
I
Community Tour
2
Dinner with Stakeholders
3
Presentation with Local Leadership
4
"For the Love" Community Workshop
5
Graphic recording of Workshop results
6
Presentation to City staff
Anticipated Dates (subject to change):
March
Sunday
Monda
Tuesday
Wednesday
Thursday
Friday
Q V,,
Arrive
San Luis
Free Day
San Luis
Goleta
Goleta A.M.
Obispo
Obispo A.M.
San Luis
Obispo
I
I Goleta P.M.
Depart
Exhibit B Attachment 2
Peter Kageyama September 19, 2012
"Tour of California"
Hello — I wanted to follow up on my offer from the League of California Cities
event in San Diego. Recall I had said that if we can group several cities together
we can make it more cost effective and efficient for you and for me! To that end,
I have looked at the cities that expressed interest at the conference and have
grouped you into this proposal.
The engagement will be based on my book, For the Love of Cities, and will
educate the community on why an emotional connection to a place matters and
create a process for engaging people in becoming part of the solution in the city
they care about. I will extract themes and ideas from that are key to your cities to
ensure that your main issues and agenda items are integrated into the workshop.
I propose a three city tour that would allow me to engage with each of your
communities for about 2 days. In order to do that, the schedule would need to
look something like this:
Proposed Schedule:
• Arrive on a Sunday — tour of Community #1 in afternoon; dinner with
stakeholders (optional)
• Monday — morning presentation to traditional leadership, ex. breakfast
meeting in community #1. Set up room for afternoon workshop.
Community workshop begins approx. 1:30pm, wraps 4:30pm; shift to
community #2. Optional dinner with community #2 stakeholders.
• Tuesday — morning tour of community #2; afternoon meetings with
stakeholders and review of venues.
• Wednesday — morning presentation to traditional leadership, as in city #1
— Chamber of Commerce, Council, etc. Set up room for afternoon
workshop. Community workshop begins approx. 1:30pm, wraps 4:30pm;
shift to community #3. Optional dinner with community #3 stakeholders.
• Thursday - —morning tour of community #3; afternoon meetings with
stakeholders and review of venues.
• Friday — morning presentation to traditional leadership in city #3. Set up
room for afternoon workshop. Community workshop begins approx.
1:30pm, wraps 4:30pm; Happy Hour somewhere!
• Depart on Saturday
C,
Peter Kageyama September 19, 2012
My partner, Michelle Royal will travel with me and provide graphic recording of
each community workshop. During the session we create a large-scale mural
that graphically captures all of the ideas that are generated that day. This
eliminates the need for participants to take notes themselves and creates an
easily understandable and sharable "artifact' that survives the day.
Part One: Speaking Engagement with Traditional Leadership
Format: This would be stand-alone session, ideally at a breakfast or lunch
meeting. The format would be 45 minutes of presentation with time left for Q&A.
Topic: This is essentially the keynote presentation you heard me give in San
Diego. It is based on my book, For the Love of Cities and uses that as a
framework for developing community action.
My central premise is that emotional connections, `love" for lack of a better word,
is a key natural resource for communities. The presentation discusses how to
grow and expand that love, how it manifests in community action and how it can
be the key ingredient in a community based approach to social and economic
development.
I also discuss the critical role that these "unofficial' actors play in community
development and how cities need to leverage these resources as traditional
budgets for infrastructure, events, arts, culture, etc. have disappeared.
Who Attends: The Target Audience for part one would be the traditional
leadership from the business, government, not for profit and educational
Peter Kageyama
September 19, 2012
leadership communities. These groups would likely attend a keynote type
presentation, particularly if lunch or breakfast is part of the event. One key aspect
of this talk is to emphasize the emerging role that non-traditional players have in
community making and how it is their job to tap into this group and find room for
them at the table.
Timing: Ideally we do this in the morning, prior to the afternoon community
workshop (outlined above). It is possible to do this as a lunch-time event in
which case we combine the two elements. We invite the workshop attendees to
hear the lunchtime presentation. We start the workshop after lunch. This
assumes that the lunch venue and workshop venue are the same.
It does complicate things if you need to charge for the lunch. Ideally you make
the community workshop free so as to bring in a broader audience. Most people
are used to the idea of paying for a Chamber breakfast.
Part Two: Workshop with the broad community
Format: The heart of the engagement is a half -day workshop (ex. For the Love
of Holyoke) that would allow for a meaningful engagement with a large group of
participants (100 —150 participants is ideal). Again this event should ideally be
free to participants.
Objective: The central element of the workshop is to get people to examine and
discuss what they love about their city and how we can increase that emotional
engagement. We will get them to think creatively about what they can do to
increase the love of their city and hopefully spur some of them to take action.
Who Attends: This target audience is more of the practitioners and doers in the
community. The CEOs, organizational leaders and elected officials are less
likely to attend a half -day event but they can send their staff and key people.
Additionally we would hope to attract those activist citizens throughout the
community and network them together. This would be an ideal event for young
professionals and up and coming leaders of the community to participate in, as
they will be the ones that ultimately build what we discuss.
One element I stress is the need to target select communities of interest who
may feel disenfranchised or neglected in the city making process. With your
help, we will make specific outreach to those groups to get them to participate.
Why This Is Different: Most community workshops deal with technical or
overtly political issues that many people feel unqualified to speak upon. Because
our event deals with the things that people love, hate and engage with in their
Peter Kageyama
September 19, 2012
respective communities, the subject matter is not intimidating and promotes
broader participation. And because of the inclusive approach we use to get
people into the workshop, we usually have a highly representative mix of
community members.
$500 Impact: The last exercise of the workshop is called the "$500 Project" and
it brainstorms how you can make your city a better, more lovable community with
a budget of just $500. We have seen some amazingly creative ideas flow out of
this process and a great way to sustain and continue the engagement would be
to secure $500 (or more) to actually fund one of the projects that is created. The
participants would vote on the winner and assign champions to move the project
forward. This small investment would encourage and empower citizens to take
their own actions and be less dependent on official funders such as the city or
the community foundation.
Suggested Venue: While hotel ballrooms are perfectly fine, if you had a more
creative space for the workshop that would be fun. We have done workshops in
museums and sports facilities so perhaps you have something interesting in
mind.
Outcomes: In other communities we have seen new coalitions form around the
ideas generated at the workshop. We have seen local philanthropic
organizations change their funding programs to accommodate "micro financing"
needs within their communities. We have seen new businesses start. We have
seen private funding emerge to fund projects generated at the event. We have
seen more people "get in the game" and become part of their community's
solution to being a better city.
Common Questions
Why does this matter to my community?
Many people feel ill-equipped to comment on or engage with matters such as
economic development, cultural planning or environmental sustainability. But by
turning this conversation into emotionally relatable terms, we bring many more
people into the community building process. People feel that they have a say and
therefore a stake in the development process and they take ownership of at least
part of the solution for their city.
In the current economic climate, communities need the support of the grassroots
citizens in order to create any kind of sustained action. With limited top down
budgets, we need the excitement and energy that engaged citizens bring in order
to create momentum for any future efforts.
Peter Kageyama
September 19, 2012
Note this is not a substitute for a strategic planning process but rather a way to
enhance an existing plan or lays the ground work for a future planning process.
What kind of benefits can I expect in my city?
One key point to consider for all cities is the fact that traditional resources from
government, business and the philanthropic sectors have become very scarce.
In order for communities to survive and move forward it is critical to find new
sources for community development and I believe that the love, passion and
engagement of committed citizens is an extraordinary source of opportunity for
those cities. If you are able to tap into the creative and entrepreneurial capacity
of your engaged citizens, they will do amazing things for their cities; things that
cities would otherwise not be able to afford or organize. Building this "emotional
capital" in our communities will pay immense dividends to our cash strapped
cities and provide fuel for future grassroots efforts.
What Does This Cost?
Fee for each city would be $4000 plus share of expenses. Each community
would pay one third of the travel expenses (economy airfare for two, ground
transport, parking). Each city would be responsible for providing us with a hotel
room while in town. Note Michelle and I are life partners as well as partners in
this process so one room is sufficient.
Description for Each City
Fee
Speaking, Facilitation for each city
$4000
Supplies — paper, markers, post its, etc.
$100 (Estimated)
Travel expenses (economy class + hotel)
$800 (Estimated)
Total
$4,900 each
This is based on three cities over that outlined week.
Other Possible Expenses
• Facility rental (ideally donated as part of the venue's support of program
and listing as a sponsor)
• Technology and AV rental (if venue does not have equipment)
• Food and beverage for the two sessions. (Keep it simple; water, coffee)
• Suggest a small amount of project funding for the workshop as the $500
Project.
Peter Kageyama September 19, 2012
Possible Dates: We would look into 2013 for dates at this point. I already have
a few key dates reserved for engagements but broadly speaking the calendar is
pretty flexible at this time. Note that February is being held for Michelle and I to
return to New Zealand and do a lot of what we outlined here!
Next Steps: If three of your communities can agree in principle to move forward,
we can start the scheduling and contract phase with each of you.
m 4-i
CITY OF
ham.
GOLETA
March 26, 2013
City of San Luis Obispo
CITY COUNCIL
Attn: Katie Lichtig, City Manager
Roger S. Aceves
990 Palm Street
Mayor
San Luis Obispo, CA 93401
Michael T. Bennett
RE: For the Love of Central California Cities Reimbursement
Mayor Pro Tempore
Agreement
Edward Easton
Councilmember
Dear Ms. Lichtig,
Jim Farr
Councilmember
Thank you for your interest and commitment to the City of Goleta.
Paula Perotte
Councilmember
Enclosed you will find an Reimbursement Agreement between the City
of Goleta and the City of San Luis Obispo for 'Y2 of the actual total
service cost and incidental costs incurred. Please include two
CITY MANAGER
authorized officer signatures on both originals and return one copy to
Daniel Singer
me at the address below.
If you have any questions, feel free to contact Daniel Singer, City
Manager, at (805) 961-7501.
Sincere ,
Liana Campos
Deputy City Clerk
Enclosures
cc: Daniel Singer, City Manager
Deborah S. Lopez, City Clerk
130 Cremona Drive, Suite B, Goleta, CA 93117 v 805.961.7500 F 805.685.2635 www.cityofgolem.org
This Reimbursement Agreement ("Agreement") is made on March 3, 2013 by and
between the City of San Luis Obispo and the City of Goleta ("Cities").
RECITALS
This Agreement is made with respect to the following facts:
A. The Cities desire Peter Kageyama ("Consultant") to 1) present information on
community -building and why emotional engagement matters in a place to local leadership and
(2) create and host a community workshop designed to promote community identity and foster
civic pride.
B. The Cities desire Consultant to accomplish this two-step process in two separate central
California cities including the City of San Luis Obispo and the City of Goleta.
C. Consultant desires one contract with a lead agency, which will be the City of San Luis
Obispo.
AGREEMENT
NOW, THEREFORE, in consideration of the following mutual promises and agreements,
Cities agree as follows:
1. Incorporation of Recitals. The parties agree that the Recitals constitute the factual basis
upon which the Cities have entered into this Agreement. The Cities each acknowledge the
accuracy of the Recitals and agree that the Recitals are incorporated into this Agreement as
though fully set forth at length.
2. City of San Luis Obispo to pay for Consultant. The City of San Luis Obispo shall pay
the Consultant for all actual costs incurred for the Consultant's services. Consultant services are
estimated to cost $10,000 ("Service Cost"), plus necessary expenses for supplies and travel
(economy class airfare, hotel and car rental) ("Incidental Costs"). Incidental Costs are estimated
to be $3,171. The City of San Luis Obispo's payment to the Consultant shall not exceed $13 171.
3. City of Goleta's Reimbursement to City of San Luis Obispo. The City of Goleta shall
reimburse the City of San Luis Obispo for 1/2 of the actual total Service Cost and Incidental
Costs incurred. The City of Goleta's estimated payment to the City of San Luis Obispo is $6,585.
The City of Goleta's payment shall be made within thirty (30) business days of the date that the
City of San Luis Obispo presents an invoice to the City of Goleta for payment with supporting
documentation. Failure to make timely payment shall result in interest accrual of 1.5 percent per
annum.
4. Indemnification: City of Goleta agrees to defend, indemnify, protect and hold the City of
San Luis Obispo and its agents, officers and employees harmless from and against any and all
claims asserted or liability established for damages or injuries to any person or property,
including injury to City of Goleta and/or its employees, agents or officers, which arise from or
are connected with or are caused or claimed to be caused by the acts or omissions of City of
For the Love of Central California Cities Reimbursement
Goleta, and its agents, officers or employees, in connection with receiving Consultant's services,
and all expenses of investigating and defending against same; provided, however, that City of
Goleta's duty to indemnify and hold harmless shall not include any claims or liability arising
from the established sole negligence or willful misconduct of the City of San Luis Obispo, its
agents, officers or employees.
City of San Luis Obispo agrees to defend, indemnify, protect and hold the City of Goleta and its
agents, officers and employees harmless from and against any and all claims asserted or liability
established for damages or injuries to any person or property, including injury to City of Goleta
and/or its employees, agents or officers, which arise from or are connected with or are caused or
claimed to be caused by the acts or omissions of City of San Luis Obispo, and its agents, officers
or employees, in connection with receiving Consultant's services, and all expenses of
investigating and defending against same; provided, however, that City of San Luis Obispo's
duty to indemnify and hold harmless shall not include any claims or liability arising from the
established sole negligence or willful misconduct of the City of Goleta, its agents, officers or
employees.
5. Cities and Consultant to Cooperate. The Cities and Consultant shall cooperate in good
faith with each other. Cities and Consultant will instruct their agents, employees, and attorneys to
reasonably cooperate with each city and Consultant, and to provide all necessary documents or
information reasonably requested of them by the other cities or Consultant; provided, however,
that the foregoing shall not require the disclosure of any documents or information of Cities or
Consultant which they consider or by law is privileged, proprietary, confidential, or exempt from
disclosure under the Public Records Act.
6. Term. The term of this Agreement shall commence on March 3, 2013 and shall
terminate upon acceptance or completion of Consultant services. The City of Goleta's obligation
to reimburse the City of San Luis Obispo as provided in this Agreement shall survive early
termination of the Consultant's contract.
7. Remedies Upon Default. An event of default shall be deemed to exist upon the
occurrence of all of the following:
(a) The City of Goleta or City of San Luis Obispo has, without legal justification or
excuse, breached any one or more of its obligations under this Agreement; and
(b) The non -defaulting party has sent written notice to the party claimed to be in default,
specifying the default and what actions the non -defaulting party asserts should be
taken to remedy the default; and
(c) The party claimed to be in default has not, within ten (10) days following receipt of
the written notice described above, either corrected the default or taken actions,
reasonably satisfactory to the non -defaulting party, to remedy the default within a
reasonable period of time, but in no event longer than thirty (30) days after receipt of
the written notice described in (b) above.
-2-
For the Love of Central California Cities Reimbursement Agreement
Following an event of default, the non -defaulting party or parties, may exercise any and
all remedies available to it pursuant to this Agreement, or at law or in equity, including, without
limitation, instituting an action for damages, injunctive relief, or specific performance.
8. Non -Waiver of Rights or Remedies. The failure of a party to exercise any one or more of
its rights or remedies under this Agreement shall not constitute a waiver of that parry's right to
enforce that right or seek that remedy in the future. No course of conduct or act of forbearance
on any one or more occasions by any party to this Agreement shall preclude that party from
asserting any right to remedy available to it in the future. No course of conduct or act of
forbearance on any one or more occasions shall be deemed to be an implied modification of the
terms of this Agreement.
9. No Oral Modifications. This Agreement represents the entire understanding of the Cities
and supersedes all other prior or contemporaneous written or oral agreements pertaining to the
subject matter of this Agreement. This Agreement may be modified only by a writing signed by
the authorized representatives of the Cities.
10. Binding Upon Successors. This Agreement and each of its terms shall be binding upon
the Cities and their respective officers, elected officials, consultants, agents, contractors, and
permitted successors and assigns.
11. Jurisdiction and Venue. This Agreement is executed and is to be performed in the City of
San Luis Obispo, and any action or proceeding brought relative to this Agreement shall be heard
in the appropriate court in the County of San Luis Obispo, California. The Cities hereby each
consent to the personal jurisdiction of the court in any such action or proceeding.
12. Covenant of Further Assurances. The Cities shall take all other actions and execute all
other documents which are reasonably necessary to effectuate this Agreement.
13. Interpretation. This Agreement is the product of mutual negotiations and is an arms -
length transaction. Each party has negotiated this Agreement with the advice and assistance of
legal counsel of its own choosing.
The terms of this Agreement shall be construed in accordance with the meaning of the
language and shall not be construed for or against either party by reason of authorship and the
rule that ambiguities in a document shall be construed against the drafter of the document shall
have no application to this Agreement. In construing and interpreting this Agreement, the finder
of fact shall give effect to the mutual intention of the Cities, notwithstanding such ambiguity, and
may refer to the facts and circumstances under which this Agreement is made and such other
extraneous evidence as may assist the finder of fact in ascertaining the intent of the Cities.
14. Headinizs. The headings of each section of this Agreement are for the purposes of
convenience only and shall not be construed to either expand or limit the express terms and
language of each section.
15. Representations of Authority. Each party signing this Agreement on behalf of a party
which is not a natural person hereby represents and warrants to the other party that all necessary
legal prerequisites to that parry's execution of this Agreement have been satisfied and that he or
3-
For the Love of Central California Cities Reimbursement
she has been authorized to sign this Agreement and bind the party on whose behalf he or she
signs.
16. Notices. Notices required under this Agreement shall be sent to the following:
If to the City of San Luis Obispo:
If to the City Of Goleta:
City of San Luis Obispo
Attn: City Manager
990 Palm Street
San Luis Obispo, CA 93401-3249
Facsimile No. (805) 781-7109
City of Goleta
130 Cremona Drive
Goleta, CA 93117
Notices given pursuant to this Agreement shall be deemed received as follows:
(a) If sent by United States Mail — five (5) calendar days after deposit into the
United States Mail, first class postage prepaid.
(b) If by facsimile — upon transmission and actual receipt by the receiving party.
(c) If by express courier service or hand delivered — on the date of receipt by the
receiving party.
The addresses to notices set forth in this Section may be changed upon written notice of
such change to the Cities, as appropriate.
17. Days. Unless otherwise specified to the contrary, "days" in this Agreement shall mean
calendar, not business, days.
CITY OF SAN LUIS OBISPO
A Municipal Corporation
B C Oy
e 1Z
Ciiy anager, San Luis Obispo
ATTEST:
City Clerk, San Luis Obispo
APPROVED AS TO FORM:
itAttom
y, SanLuis Obispo
cit
4-
For the Love of Central California Cities Reimbursement
ATTEST:
City Clem
APPROVED AS TO FORM:
--7 141 X
City Attorney, Goleta
CITY OF GOLETA
A Municipal Corporation
C
By:
City Manager, Goleta
5-
This Reimbursement Agreement ("Agreement") is made on March 31 2013 by and
between the City of San Luis Obispo and the City of Goleta ("Cities").
RECITALS
This Agreement is made with respect to the following facts:
A. The Cities desire Peter Kageyama ("Consultant") to 1) present information on
community -building and why emotional engagement matters in a place to local leadership and
(2) create and host a community workshop designed to promote community identity and foster
civic pride.
B. The Cities desire Consultant to accomplish this two-step process in two separate central
California cities including the City of San Luis Obispo and the City of Goleta.
C. Consultant desires one contract with a lead agency, which will be the City of San Luis
Obispo.
AGREEMENT
NOW, THEREFORE, in consideration of the following mutual promises and agreements,
Cities agree as follows:
1. Incorporation of Recitals. The parties agree that the Recitals constitute the factual basis
upon which the Cities have entered into this Agreement. The Cities each acknowledge the
accuracy of the Recitals and agree that the Recitals are incorporated into this Agreement as
though fully set forth at length.
2. City of San Luis Obispo to pay for Consultant. The City of San Luis Obispo shall pay
the Consultant for all actual costs incurred for the Consultant's services. Consultant services are
estimated to cost $10,000 ("Service Cost"), plus necessary expenses for supplies and travel
(economy class airfare, hotel and car rental) ("Incidental Costs"). Incidental Costs are estimated
to be $3,171. The City of San Luis Obispo's payment to the Consultant shall not exceed $13,171.
3. City of Goleta's Reimbursement to City of San Luis Obispo. The City of Goleta shall
reimburse the City of San Luis Obispo for 1/2 of the actual total Service Cost and Incidental
Costs incurred. The City of Goleta's estimated payment to the City of San Luis Obispo is $6,585.
The City of Goleta's payment shall be made within thirty (30) business days of the date that the
City of San Luis Obispo presents an invoice to the City of Goleta for payment with supporting
documentation. Failure to make timely payment shall result in interest accrual of 1.5 percent per
annum.
4. Indemnification: City of Goleta agrees to defend, indemnify, protect and hold the City of
San Luis Obispo and its agents, officers and employees harmless from and against any and all
claims asserted or liability established for damages or injuries to any person or property,
including injury to City of Goleta and/or its employees, agents or officers, which arise from or
are connected with or are caused or claimed to be caused by the acts or omissions of City of
For the Love of Central California Cities Reimbursement
Goleta, and its agents, officers or employees, in connection with receiving Consultant's services,
and all expenses of investigating and defending against same; provided, however, that City of
Goleta's duty to indemnify and hold harmless shall not include any claims or liability arising
from the established sole negligence or willful misconduct of the City of San Luis Obispo, its
agents, officers or employees.
City of San Luis Obispo agrees to defend, indemnify, protect and hold the City of Goleta and its
agents, officers and employees harmless from and against any and all claims asserted or liability
established for damages or injuries to any person or property, including injury to City of Goleta
and/or its employees, agents or officers, which arise from or are connected with or are caused or
claimed to be caused by the acts or omissions of City of San Luis Obispo, and its agents, officers
or employees, in connection with receiving Consultant's services, and all expenses of
investigating and defending against same; provided, however, that City of San Luis Obispo's
duty to indemnify and hold harmless shall not include any claims or liability arising from the
established sole negligence or willful misconduct of the City of Goleta, its agents, officers or
employees.
5. Cities and Consultant to Cooperate. The Cities and Consultant shall cooperate in good
faith with each other. Cities and Consultant will instruct their agents, employees, and attorneys to
reasonably cooperate with each city and Consultant, and to provide all necessary documents or
information reasonably requested of them by the other cities or Consultant; provided, however,
that the foregoing shall not require the disclosure of any documents or information of Cities or
Consultant which they consider or by law is privileged, proprietary, confidential, or exempt from
disclosure under the Public Records Act.
6. Term. The term of this Agreement shall commence on March 3, 2013 and shall
terminate upon acceptance or completion of Consultant services. The City of Goleta's obligation
to reimburse the City of San Luis Obispo as provided in this Agreement shall survive early
termination of the Consultant's contract.
7. Remedies Upon Default. An event of default shall be deemed to exist upon the
occurrence of all of the following:
(a) The City of Goleta or City of San Luis Obispo has, without legal justification or
excuse, breached any one or more of its obligations under this Agreement; and
(b) The non -defaulting party has sent written notice to the party claimed to be in default,
specifying the default and what actions the non -defaulting party asserts should be
taken to remedy the default; and
(c) The parry claimed to be in default has not, within ten (10) days following receipt of
the written notice described above, either corrected the default or taken actions,
reasonably satisfactory to the non -defaulting party, to remedy the default within a
reasonable period of time, but in no event longer than thirty (30) days after receipt of
the written notice described in (b) above.
2-
For the Love of Central California Cities Reimbursement
Following an event of default, the non -defaulting party or parties, may exercise any and
all remedies available to it pursuant to this Agreement, or at law or in equity, including, without
limitation, instituting an action for damages, injunctive relief, or specific performance.
8. Non -Waiver of Rights or Remedies. The failure of a party to exercise any one or more of
its rights or remedies under this Agreement shall not constitute a waiver of that party's right to
enforce that right or seek that remedy in the future. No course of conduct or act of forbearance
on any one or more occasions by any party to this Agreement shall preclude that party from
asserting any right to remedy available to it in the future. No course of conduct or act of
forbearance on any one or more occasions shall be deemed to be an implied modification of the
terms of this Agreement.
9. No Oral Modifications. This Agreement represents the entire understanding of the Cities
and supersedes all other prior or contemporaneous written or oral agreements pertaining to the
subject matter of this Agreement. This Agreement may be modified only by a writing signed by
the authorized representatives of the Cities.
10. Binding Upon Successors. This Agreement and each of its terms shall be binding upon
the Cities and their respective officers, elected officials, consultants, agents, contractors, and
permitted successors and assigns.
11. Jurisdiction and Venue. This Agreement is executed and is to be performed in the City of
San Luis Obispo, and any action or proceeding brought relative to this Agreement shall be heard
in the appropriate court in the County of San Luis Obispo, California. The Cities hereby each
consent to the personal jurisdiction of the court in any such action or proceeding.
12. Covenant of Further Assurances. The Cities shall take all other actions and execute all
other documents which are reasonably necessary to effectuate this Agreement.
13. Interpretation. This Agreement is the product of mutual negotiations and is an arms -
length transaction. Each party has negotiated this Agreement with the advice and assistance of
legal counsel of its own choosing.
The terms of this Agreement shall be construed in accordance with the meaning of the
language and shall not be construed for or against either party by reason of authorship and the
rule that ambiguities in a document shall be construed against the drafter of the document shall
have no application to this Agreement. In construing and interpreting this Agreement; the finder
of fact shall give effect to the mutual intention of the Cities, notwithstanding such ambiguity, and
may refer to the facts and circumstances under which this Agreement is made and'such other
extraneous evidence as may assist the finder of fact in ascertaining the intent of the Cities.
14. Headings. The headings of each section of this Agreement are for the purposes of
convenience only and shall not be construed to either expand or limit the express terms and
language of each section.
15. Representations of Authority. Each party signing this Agreement on behalf of a party
which is not a natural person hereby represents and warrants to the other party that all necessary
legal prerequisites to that party's execution of this Agreement have been satisfied and that he or
3-
For the Love of Central California Cities Reimbursement
she has been authorized to sign this Agreement and bind the party on whose behalf he or she
signs.
16. Notices. Notices required under this Agreement shall be sent to the following:
If to the City of San Luis Obispo:
If to the City Of Goleta:
City of San Luis Obispo
Attn: City Manager
990 Palm Street
San Luis Obispo, CA 93401-3249
Facsimile No. (805) 781-7109
City of Goleta
130 Cremona Drive
Goleta, CA 93117
Notices given pursuant to this Agreement shall be deemed received as follows:
(a) If sent by United States Mail — five (5) calendar days after deposit into the
United States Mail, first class postage prepaid.
(b) If by facsimile — upon transmission and actual receipt by the receiving party.
(c) If by express courier service or hand delivered — on the date of receipt by the
receiving party.
The addresses to notices set forth in this Section may be changed upon written notice of
such change to the Cities, as appropriate.
17. Days. Unless otherwise specified to the contrary, "days" in this Agreement shall mean
calendar, not business, days.
CITY OF SAN LUIS OBISPO
A Municipal Corporation
B
City a ager, San Luis Obispo
AY MT:
Y ,
City Clefk. San Lui Obispo
APPROVED AS TO FORM:
rty, Attorney, San Luis Obispo
-4-
For the Love of Central California Cities Reimbursement
ATTEST:
ty Clerk, G le
APPROVED AS TO FORM:
7VX
City Attorney, Goleta
CITY OF GOLETA
A Municipal Corporation
VL
By.SL�
City Manager, Goleta
-5-
Sextant Marketing Group
337 4 h Ave. South
St. Petersburg, FL 33701
T: (727) 643-8498
sext nt
mareting
group
INVOICE
INVOICE TO: City of San Luis Obispo
Attention: James David
Invoice Number: 1689
Invoice Date: 3/12/13
Keynote & Workshop presentations in SLO & Goleta
Car rental
Insurance
Outbound air— Peter Kageyama
Outbound air— Michelle Royal
Return air — Peter Kageyama
Return air— Michelle Royal
Goleta hotel
SLO hotel
Parking
Baggagefees
6 books @ $15 for Goleta
4 books @ $15 for SLO
Total Due
Checks Payable to Sextant Marketing Group
Mail to:
Sextant Marketing
337 4"' Ave. South
St. Petersburg, FL 33701
Attachment 4
$10,000
$368.02
$19.99
$501.20
$501.20
$358.90
$358.90
$320.67
$461.41
$58
$75
$90
$60
$13,173.29 USD
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Goleta, CA 93117
T 805.968.0500
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Room Charge
06Mar13
city tax
06Marl3
TBID Assessment
06Mar13
Calif/Local Tourism Fee
07Mar13
Market Fresh Food
07Mar13
Room Charge
07Mar13 -
City Tax
07Mar13
TBID Assessment
07Mar13
Calif/Local Tourism Fee
08Mar13
Market Sundries
08Mar13
Restaurant Tax
08Mar13
Visa
Card #: VlXXXXXXXX 0=0380/XXXX
Amount: 320.67 Auth:093040 Signature on File
This card was etectronicallyswiped on 06Mar13
Balance:
Attachment 5
139.00
16.68
1.50
0.65
3.00
139.00
16.68
1.50
0.65
1.86
0,15
320.67
0.00
As a Rewards Member, you could have earned points toward your free dream vacation today. Start earning points and
elite status, plus enjoy exclusive member offers. Enroll today at the front desk.
Want your final hotel bill by email? Just ask the Front Desk! See "Internet Privacy Statement' on Marriott.com.
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Account: 272133136
Quality Suites (CA702)
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Date: 316/13
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San Luis Obispo, CA 93401 Arrival Date: 313113
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KAGEYAMA, PETER Rewards Program ID:
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919 PALM STREET
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SAN LUIS OBISPO, CA 93401
Total Balance Due: 0.00
Post Date Descntt°�„ gyp. "' .I Comment ' ;,
' Amount
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3/4/13 `: Room Charge #227 KAGEYAMA, PETER
139 S9
3/4113 State Tax
14.00
3/4/13 Other Tax
2.80
3/5113 r Room Charge # 27rjCAGEYAMA, PETER,
139,99
315113 State Tax
14.00
315/13 Other Tax :
2.80
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advised that any charges not reflected on this folio will be charged to the credit card on file with the hotel. While this
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Transaction Date:
03/08/2013 Fri
..... .........._... ..........
.......... ....._.............. ., ..... I ... ....... ....
Transaction Description:
......... ................ .....,.......
Budget Rent A Car SLSan Luis CA
AUTOMOBILE RENTAL
Location Date
Rental :San Luis CA
Rental :
SAN LUIS OBISPO Agreement Number: SLOAP-4222
Renter Name: PETER KAGEYAMA
Charge Ref. Number:
Amount $:
368.02
.......... ___.. ..__......
.,.......,. . _....._...._ _........_..,...
Doing Business As:
._._..._.......... ._........._. ...._.._...
BUDGET RENT A CAR
Merchant Address:
901 AIRPORT DR
STE 3
SAN LUIS OBISPO
CA
93401-8368
UNITED STATES
.... ..... _..,. ..... ____......
...._........ .. . ___....... . _.............. ._ ...
Reference Number:
,......._... ... _.......................
320130690231777361
................. .._......._. _............... .. _.._.......... ...............
................ ...I .... ...... ............_.... ............_
Category:
Travel -Vehicle Rental
Transaction Date:
03/11/2013 Mon
__....,....,............................._..........................,..........._.,.......
................._.......................................... ..... ............ ...,......................
Transaction Description:
- ................... .............
PREM CAR RENTAL PROTECTION 800-326-2078
BUDGET RENT A C $368.02 08/03/2013
..................... ............ ._,....._....._ ........_..
__....... ..__..... .............
Amount $:
.........._.... ..................
19.95
Doing Business As:
PREMIUM CAR RENTAL INSUR
Merchant Address:
43RD FLOOR
200 VESEY STREET
NEW YORK
NY
10285
UNITED STATES
...._... ........._.,_ .._..........
Reference Number:
............... ..._......__ ..,....,...._ .._.......__. ..
320130700243942050
Category:
Business Services - Insurance Services
April 3, 2013
Rob Rossi
750 Pismo Street
San Luis Obispo, CA 93401
SUBJECT: For the Love of San Luis Obispo "$500 Project"
Dear Rob,
The For the Love of San Luis Obispo community workshops led by Peter Kageyama
were a huge success! It was great to see residents, nonprofit leaders, business
community members, education representatives and City staffers come together in
different venues to express what makes SLO lovable. These workshops allowed
participants to explore what could enhance their love of SLO, and one enhancement we
can get started on right now is the 1500 Project" you generously pledged to help
support!
As you may recall, the winning team proposed "SLO Smiles" which is a mural made up
of smiling photographs of visitors to Farmers' Market. The idea is to post the mural on a
prominent location like on the side of the Anderson Hotel. I am hopeful that this team,
that was made up of several long-term residents and two or three Cal Poly graduate
students, will be able to implement their idea!
Please make your financial contribution of 175 in the form of a check made payable to
the City of SLO to our Community Development Director, Derek Johnson. His office is
located at 919 Palm Street, San Luis Obispo, CA 93401. Feel free to stop by or send via
mail.
Thanks again for your participation in the For the Love of San Luis Obispo events, and I
am especially grateful for your sponsorship of this resident -initiated project. If you have
any questions, or if you need additional information, please contact James David in the
Planning Division at (805) 781-7576.
Sincerely,
Katie Lichtig, City Manager
City of San Luis Obispo
April 3, 2013
Ermina Karim
San Luis Obispo Chamber of Commerce
895 Monterey Street
San Luis Obispo, CA 93401
SUBJECT: For the Love of San Luis Obispo "$500 Project"
Dear Ermina,
The For the Love of San Luis Obispo community workshops led by Peter Kageyama
were a huge success! It was great to see residents, nonprofit leaders, business
community members, education representatives and City staffers come together in
different venues to express what makes SLO lovable. These workshops allowed
participants to explore what could enhance their love of SLO, and one enhancement we
can get started on right now is the "$500 Project" you generously pledged to help
support!
As you may recall, the winning team proposed "SLO Smiles" which is a mural made up
of smiling photographs of visitors to Farmers' Market. The idea is to post the mural on a
prominent location like on the side of the Anderson Hotel. I am hopeful that this team,
that was made up of several long-term residents and two or three Cal Poly graduate
students, will be able to implement their idea!
Please make your financial contribution of 163 in the form of a check made payable to
the City of SLO to our Community Development Director, Derek Johnson. His office is
located at 919 Palm Street, San Luis Obispo, CA 93401. Feel free to stop by or send via
mail.
Thanks again for your participation in the For the Love of San Luis Obispo events, and I
am especially grateful for your sponsorship of this resident -initiated project. If you have
any questions, or if you need additional information, please contact James David in the
Planning Division at (805) 781-7576.
Sincerely,
Katie Lichtig, City Manager
City of San Luis Obispo
Attachment 7
For the Love of Cities - Expense Report
Sunday Dinner (Buono Tavola) $ 729.00
Meeting Supplies (Office Depot) $ 341.00
Meeting Supplies (Starbucks) $ 135.00
Meeting Supplies (Amazon) $25.00
Total Cost $ 1,278.00
ulllllllllllll ������ lllljl �� �l city of san Luis owspo
suacet amendment aequest
NUMBER
Requesting Department
IFund Name
Fund No.
Community Development
General Fund
100
I-4 ATA M0111 BLI
Account Description
Revenue Account No.
Budget
Currentl
Changel
Revised
TOTAL
FXPF.NnTTTTRF.0
Account Description
General Ledger No,
Capital Project No.
Budget
Program
Account
Project
Phase
Current
Change
Revised
Ventures & Contingencies
26100
7303
(7,864.00)
LR Project Fees & Expenses
40400
72871
1 7,864.00
TOTAL
PURPOSE
Transfer the funds from Ventures & Contigencies per the approved CM Report.
Depa4pefit Head Date
IDirector of Finance Date
City M na er Date
I Entered By Date
la
I/FinancialManagement Templates and Forms/Bud Amend Page of