HomeMy WebLinkAbout05/18/2010, 1 - THURSDAY NIGHT FARMERS' MARKET MANAGEMENT council
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CITY O F SAN L U I S O S P O
FROM: Katie Lichtig, City Manager
J. Christine Dietrick, City A orne
SUBJECT: THURSDAY NIGHT FARMERS' MARKET MANAGEMENT
RECOMMENDATION
Consider options for management of the Thursday Night Farmers Market and provide direction
to staff.
DISCUSSION
Early this year the Downtown Association opted to discontinue a longstanding relationship with
the Farmers' Market Association (FMA) for the management of the Farmers' Market component
of the Thursday Night Promotions events that are held on Higuera Street on Thursday nights.
Given that the DA and FMA have been operating under the terms of an expired agreement, the
DA opted, instead, to assume direct management of the market and took all necessary steps to
accomplish that. On January 19, 2010 Peter Jankay, representing the FMA, requested Council
intervention to reverse the DA's decision and return management to the FMA.
On February 2, 2010, the DA made a presentation to Council providing information about the
management changes. Council also received information from the FMA and public input in favor
of returning market management to the FMA. At the conclusion of the presentation and public
comment on the matter, Council consensus was that the DA and the FMA should work
cooperatively to resolve their differences and reach an agreement to return market management
to the FMA. Council advised both parties that if an agreement could not be reached, it would
consider directing staff to pursue amendments to the contract between the DA and the City.
Following the Council meeting, local mediator Scott Radovich offered to donate his services to
assist the parties in reaching a mutually agreeable resolution. Both parties agreed to participate
in mediation, which staff understands resulted in a memorandum of understanding outlining a set
of"deal points," and a commitment to negotiate a final agreement. Subsequent efforts to finalize
the agreement have been unsuccessful.
The DA has related its perspective that the FMA added substantive provisions beyond those
agreed to in the mediation session and that the FMA has refused to incorporate necessary
agreement terms relating to insurance and business license requirements, among other things.
The FMA has related its perspective that the DA has refused to continue negotiations or to
respond to its requests for clarification of those proposed agreement terms that were
objectionable. After discussing the matter with representatives for both sides, the City Manager
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Thursday Night Fanners' Market Management . Page 2
and City Attorney offered to participate in and help facilitate further negotiations in an effort to
bring the matter to a mutually agreeable conclusion. The FMA was receptive to staff's offer and
the DA Executive Director agreed to consider the offer, but indicated that she would need to have
the Board of Directors make a decision as to whether it wanted to proceed with staff
participation. While the DA continued to consider staff's offer to assist in further negotiations,
staff also requested that both parties provide staff with a list of deal points that represented each
side's "best case scenario" resolution to assist staff in the event the matter ultimately needed to
return to Council for further staff direction. The responses of both the DA and the FMA to that
request are attached hereto as Attachments I and 2.
In discussing the path forward with DA staff early last week, City staff advised that it would be
necessary for the DA to agree to an extension of a contract termination notification provision in
the agreement that requires the City to give the DA notice of an intention to terminate the
contract at least thirty days prior to the end of the fiscal year. This fiscal year ends June 30,
2010, which would require the City to provide notice of intention to terminate the contract at the
end of this fiscal year no later than May 30, 2010. Because May 18, 2010 is Council's last
meeting date prior to that deadline and staff does not have the authority to limit Council's
contractual remedies without majority Council direction, it would have been necessary to obtain
an extension of the deadline in order to proceed with further negotiations without waiving any of
Council's options.
The DA Board met on May 11, May 14, and May 17, 2010 to consider this matter. Executive
Director Deborah Cash notified City staff this afternoon that the Board had voted not to extend
the notification deadline in its contract with the City. 'As a result, City staff felt compelled to
place this matter on a special meeting agenda for Council direction. The DA Board is amenable
to returning to mediation if a new independent mediator is selected and the City is a participant in
the mediation. While the FMA was initially receptive to staff's offer to facilitate further
negotiations, the FMA today related conditions to further negotiations that included conclusion
of negotiations by Wednesday May, 19 and return of market management to the FMA by
Thursday, May 20. When the attorney for the FMA learned that this matter would be heard by
the Council, she indicated that the FMA Board was flexible on this issue, but recognized that this
was moot based on the decision of the DA Board of Directors. The FMA previously related to
staff and Council its feeling that negotiations between the DA and the FMA had broken down
and that the parties had reached stalemate and requested Council intervention to bring this matter
to resolution. (See Attachment 3) In light of recent events and the divergent positions of the
parties, it does not appear resolution is imminent and staff is seeking Council direction at this
time.
Council Alternatives
The City's current contract with the Downtown Association nuns from July 1, 2009 until June 30,
2011. (Attachment 4) The current contract provides that the DA will conduct promotional
activities for the benefit of tourism and business in the downtown. The production of Thursday
Night Promotions, which includes the Fanners' Market component of the Thursday night
activities on Higuera Street, is one component of the scope of services that the Downtown
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Thursday Night Farmers' Market Management Page 3
Association is obligated to provide to the City under the contract. The contract does not include
any requirements with regard to the management of the Farmers' Market, nor does it control the
DA's selection of vendors who participate in the market. Thus, the available options that can be
compelled by the City prior to the end of this fiscal year are rather limited. Those options are set
forth below.
1. Direct the City Manager to take no further action, maintaining current Downtown
Association management of the Farmers'Market portion of Thursday Night Promotions
The Downtown Association has conveyed its strong opinion that the market has been running
more smoothly since it assumed direct management of the market. The DA has shared survey
results supporting its contention that the majority of Farmers' Market participants are satisfied or
more than satisfied with the DA's management of the market and the DA Board believes it is
both the best and most capable manager of the market. The DA has represented that it is willing
and able to continue to provide a high quality certified Farmers' Market to the community.
Because the contract between the City and the DA does not specifically govern management of
the market, Council could opt to take no further action and to revisit the issues surrounding
market management as part of negotiations of a successor contract.
2. Request that the parties continue to pursue voluntary mediation to reach an agreement to
return market management to the FMA, but take no further action if negotiations are
unsuccessful.
The FMA Board has represented that it remains willing to participate in further negotiations to
reach an agreement to resume management of the Fanners' Market, but the FMA Board has
expressed a strong desire to resume management immediately. The DA Board advised City staff
that it was willing to return to mediation in an attempt to reach an agreement with the FMA,
provided that the City would be a party to that mediation, that there would be a new mediator,
and that the parties would start negotiations fresh, without regard to conceptual agreements
reached in the prior session. The DA Board has indicated that, upon reflection after the
mediation session, it concluded that some of the terms reached at the prior mediation session
were not acceptable and needed to be reconsidered. Under this option, pursuit of further
mediation between the parties would be voluntary and Council would forego the opportunity to
consider termination of the DA's contract in the current fiscal year. Council could revisit the
contract in the next fiscal year if negotiations were unsuccessful, but termination of the contract
mid-term would be more complicated due to the nature of assessment area disbursements to the
DA, which are made as assessments are collected at the beginning of the fiscal year.
3. Direct the City Manager to pursue a contract renegotiation with the Downtown
Association in order to return market management to the FMA.
If Council wishes to see the management of the Market returned to the FMA, Council could
direct staff to pursue contract negotiations with the DA either to incorporate a provision requiring
that the DA contract with the FMA, or permitting the City to contract directly with the FMA, for
market management services, as has been suggested by the FMA. There is nothing in the
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Thursday Night Farmers' Market Management Page 4
contract that would require the DA to accommodate such a request for renegotiation. However,
the contract does provide that the City may terminate the agreement "...at any time by giving
written notice of election to terminate to the other party at least thirty (30) days prior to the end of
the fiscal year."
Thus, if Council wishes to give firm direction to the staff and convey a clear message to the DA
to pursue renegotiation of the contract to accomplish the FMA resumption of market
management, it may wish to do so in combination with alternative direction to City staff to
provide notice of election to terminate the contract in the event the DA refuses to consent to
renegotiation of the contract. If Council wishes to pursue this option, Council should recognize
that the scope of services of the contract with the DA goes far beyond Thursday Night
Promotions activities and includes such other events as Concerts in the Plaza and the traditional
Downtown Holiday Activities. If Council were to terminate the contract with the DA in this
fiscal year, it would need to direct staff to immediately pursue a contract with a replacement
vendor for the services being provided by the DA, which may be difficult to implement on short
notice.
4. Direct the City Manager to pursue a contract renegotiation with the Downtown
Association in order to assume direct City management of the Farmers'Market portion of the
Thursday Night Promotions.
Council could determine that the best interests of the market are served by the City assuming
direct management of the farmers' market portion of Thursday Night Promotions. Council could
direct City staff to pursue a contract renegotiation with the Downtown Association to permit
direct City management of the market. While the City's Thursday Night Promotions have unique
elements, this model of market management is in place in other areas in the state, like Santa
Monica. If Council were to pursue this option, staff would request authority to hire a qualified
market manager, who would be compensated from the revenues generated from fees paid by
farmer vendors to participate in the market. It is the City's understanding that vendors currently
pay five percent (5%) of gross revenues from sales at the market to the market manager, yielding
approximately $20,000-$30,000 to cover the expense of the market manager. Staff has not yet
had the opportunity to analyze whether the proceeds from vendors would be sufficient to cover
the City's costs of market management. If Council wishes to pursue this option, staff would
undertake this analysis immediately.
Again, the contract currently provides no requirement that the DA accommodate a request by the
City to renegotiate the terms of the contract to allow for direct City management of the Farmers'
Market. Thus, the only way for the Council to compel such renegotiation would be in
conjunction with authorization to terminate the contract in the event the DA refused to
renegotiate.
FISCAL IMPACT
There is no fiscal impact to the City associated with option number one, above. The fiscal
impacts of options two and three are uncertain at this point and depend largely on the willingness
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Thursday Night Farmers' Market Management Page 5
of the DA to renegotiate the terms of the contract pertaining to the farmers' market portion of
Thursday Night Promotions, while continuing to provide other promotional services under the
contract. Thele are potentially significant fiscal impacts associated with the loss of events like
Concerts in the Plaza, but just as with other fiscal impacts, sufficient analysis needs to be pursued
if this path is followed.
ATTACHMENTS
1. E-mail from Stephen Johnson dated April 30, 2010 re DA negotiation status with surveys
2. Summary of FMA desired "deal points" from Peter Jankay and supplemental information
3. Letter to Council from Peter Jankay and Philip Langston dated April 23, 2010
4. Agreement between DA and City
G:\Agenda-Ordinances-Resol\Farmers'Market Management\CAR.DA-FMA contract Issues.2010.5.I0.dot
ATTACHMENT I
From: Stephen Johnson [slolaw@pobox.com]
Sent: Friday, April 30, 2010 4:32 PM
To: Dietrick, Christine
Cc: Deborah Cash
Subject: Information Update on DA/FMA Negotiations
Attachments: Participant Survey Analysis Produce Section.xls; Survey
comments Produce section.xls
Ms. Dietrick:
I have received your request to provide information about how the Downtown
Association would like to see the matter of management of the Farmers Market
portion of Thursday Night Promotions resolved.
After conferring with my client I would like to offer that it is not the belief of the
board that negotiations have collapsed. An offer to return to mediation has been
extended and remains open.
I have also been asked to convey that it appears to the board president and the
executive director, absent a meeting of the board to corroborate this sentiment,
that statements made by FMA in its letter dated April 23, 2010 are inaccurate,
incomplete and/or misleading. The Downtown Association feels it has
participated in many hours of meetings, including mediation, and at each turn
finds resistance and new demands. The DA believes it has been diligent and
sincere in working to resolve the issues surrounding safe and successful
management of the event, including spending a lot of money in trying to do so.
That FMA will not engage in a contract with the DA is not an indication that
negotiations have collapsed; however, due to continued frustrations with the
process, the DA❑s patience is wearing thin.
A recent survey (attached) of produce vendors at TNP indicates that nearly all
participants are satisfied, or more than satisfied with the current management of
the event by the Downtown Association. We are confident that the farmers
interests are being protected during this negotiation period.
Finally, it is the hope of the Downtown Association that Council consider
allowing the Downtown Association, with whom it contracts to run TNP, to
manage all aspects of the event❑including subcontractor
negotiations❑particularly given that its contracted activities with the City have
had no previous problems, issues or breaches of contract and that the event is
currently operating smoothly.
Again, we stand ready, willing and able to mediate this matter further to a
contractual conclusion with the FMA.
Steve Johnson
ATTACHMENT 1
SURVEY ANALYSIS
5 4 3 2 1
Question 1 23 18 1 1 0
Question 2 24 17 1 1 0
Question 3 26 . 15 1 1 0
Question 4 25 14 3 1 0
Question 5 24 14 5 0 0
Question 6 27 12 4 0 0
Percents Excellent-5 Very Good-4 Good-3 Fair-2 Poor-1
1 53% 42% 2% 2% 0%
2 56% 40% 2% 2% 0%
3 60% 35% 2% 2% 0%
4 58%. 33% 7% 2% 0%
5 56% 33% 12% 0% 0%
6 63% 28% 9% 0% 0%
Excellent-5 Very Good-4 Good-3 Fair-2 Poor-1
1 53% 42% 2% 2% 0%
Excellent-5 Very Good-4 Good-3 Fair-2 Poor-1
2 56% 40% 2% 2% 0%
Excellent-5 Very Good-4 Good-3 Fair-2 Poor-1
3 60% 35% 2% 2% 0%
_Excellent-5 Very Good-4 Good-3 Fair-2 Poor-1
4 58% 33% 7% 2% 0%
Excellent-5 Very Good-4 Good-3 Fair-2 Poor-1
5 56% 33% 12% 0% 0%
Excellent-5 Very Good-4 Good-3 Fair-2 Poor-1
6 63% 28% 9% 0% 0%
ATTACHMENT
Question 1
2%
2%-\ 0%
Ids
12 Excellent-5
T
0 Very Good-4
42% +, Good-3
54% s Fair-2
®Poor-1
Y
w W.
Question 1.: How would you rate the overall satisfaction with the
service you receive from SLO Downtown Assocation?
Question 2
2%
2%1 0%
^vim
L
m Excellent-5
40%
a Very Good-4
Good-3
56% 2 Fair-2
®Poor-1
:r.
Thinking about your most recent contact, how would you rate the
representative's ability to help you or to get to someone who
could help you?
r } ATTACHMENT Z
Question 3
2%1
2%-1 0%
°• Im Excellent-5
35% - m Very Good-4
Good-3
9 Fair-2
" 61% 0Poor-1
How would you rate the representatives overall knowledge of
your situation or question?
Question 4
2%
7% 0%
X
a Excellent-5
a Very Good-4
33% r � Good-3
@ Fair-2
58% ®Poor-i
T #4
F
How would you rate the overall satisfaction as a participant in
Thursday Night Promotions Farmers' Market?
� - 9
ATTACHMENT 1
Question 5
12% o%
E7 Excellent-5
®Very Good-4
Good-3
Ltd• flc K _ .
P.-
33% 55% ER Fair-2
� •" ,
* " _ ®Poor-1
How would you rate the representatives on helpfulness, in other
workds, a willingness to assit you?
Question 6
9% 0%
k'
03' r—
M Excellent-5
28% ®Very Good-4
Good-3
G Falr-2
. T
ti r` 9 ®Poor-1
63%
e
How likely are you to recommend Thursday Night Promotions
Farmers' Market to a friend or prospective vendor?
ATTACHMENT Z
Produce Survey Analysis
5 4 3 2 1
Question 1 15 8 3 1 0
Question 2 16 7 4 0 1
Question 3 14 9 2 0 2
Question 4 10 10 7 0 1
Question 5 19 4 5 0 0
Question 6 1 15 7 5 0 1
Percents Excellent-5 Very Good-4 Good-3 Fair-2 Poor-1
1 54% 29% 11% 4% 0%
2 57% 25% 14% 0% 4%
3 50% 32% 7% 0% 7%
4 36% 36% 25% 0% 4%
5 68% 14% 18% 0% 0%
6 54% 25% 18% 0% 4%
Excellent-5 Very Good-4 Good-3 Fair-2 Poor-1
1 54% 29% 11% 4% 0%
Excellent-5 Very Good-4 Good-3 Fair-2 Poor-1
2 57% 25% 14% 0% 4%
Excellent-5 Very Good-4 Good-3 Fair-2 Poor-1
3 50% 32% 7% 0% 7%
Excellent-5 Very Good-4 Good-3 Fair-2 Poor-1
4 36% 36% 25% 0% 0%
Excellent-5 Very Good-4 Good-3 Fair-2 Poor-1
5 68% 14% 18% 0% 0%
Excellent-5 Very Good-4 Good-3 Fair-2 Poor-1
6 54% 25% 18% 0% 0%
1-�l
ATTACHMENT
Question 1
4% 0%
11%
®Excellent-5
®Very Good-4
p Good-3
55% lea Fair-2
30% ®Poor-i
a
How would you rate the overall satisfaction with the service you
receive from SLO Downtown Assocation?
Question 2
4%
0%
14%
in Excellent-5
M Very Good-4
Good-3
57% U Fair-2
25% w; ®Poor-1
Thinking about your most recent contact, how would you rate the
representative's ability to help you or to get to someone who could
help you?
- " ATTACHMENT 2
Question 3
o% 7%
7%-\
m Excellent-5
®Very Good-4
53% Good-3
IN Fair-2
33% ®Poor-1.
�W
How would you rate the representatives overall knowledge of your
situation or question?
Question 4
0%
0%
26%
37%
m Excellent-5
®Very Good-4
Good-3
g Fair-2
®Poor-1
37%
How would you rate the overall satisfaction as a participant in
Thursday Night Promotions,Farmers' Market?
1-/3
ATTACHMENT
Question 5
o%
o%
18%
Y .
a Excellent-5
®Very Good-4
14% Good-3
9 Fair-2
r ®Poor-1
sw'
How would you rate the representatives on helpfulness, in other
words, a willingness to assist you?
Question 6
0%
0%
19%
.e Ea Excellent-5
®Very Good-4
x.
Good-3
55% M Fair-2
®Poor-1
26%
v
How likely are you to recommend Thursday Night Promotions
Farmers' Market to a friend or prospective vendor?
1 ��
- ATTACHMENT I
WAITLIST Date
Name City Requested Produce
Louis Cuellar Fowler CA 24-Feb-10
David Lee Lompoc 4-Mar-10 Walnuts &Walnut Oil
Pablo Sanchez Los 011vos 26-Feb-10 Olive Oil
Alejandra Valadez Santa Maria 5-Apr-10 Strawberries
Have also passed out a -roximatl 7-10 business cards and app lications for potential farmers.
Remove market management-uncertainty-sign a contract with the FMA
Knowledge of market regulations by all management
So far so good
Advertising fruits and veggies for making of family meals
Keep everything the same
We need a permanent spot
We want farmers to run market
Encourage people to bring bags, more areas for people to sit
Bring back the old management
Keep the same. Don't move our 5%stall fee
Not going back to the SLO Association
No changes
None
No Changes
Become a more visable presence within the farmers section.
No Changes
ATTACHMENT �-
The following is a summary of critical FMA "deal points." More detail is contained in the
enclosed proposed"Agreement"(reflecting FMA proposed revisions) with the DA.
Relationship with DA.
• Preferred: The FMA would be independent from the DA and would contract
directly with the City to operate the farmers portion of TNP.
• Would accent: The FMA to be fully and completely in charge of all aspects of the
operation of the farmers part of the TNP, and would enter a contract,"Agreement,"
(containing acceptable terms and conditions)with the DA.
FMA space allocation*
• * The entire 800 block, plus 4 feet from the curb extending into Chorro Street, and
13 feet from the curb extending into Monro Street, and starting 4 feet in the Morro
street intersection, and extending 119 feet in the 900 block. In the 800 block
farmers will alternate sides monthly
• See attached map, Exhibit A. Note shaded farmers area.
• * Except for sidewalks, non-farmer vendors or other non-farmer participants will
not setup in the farmers area
• * Farmers will not be required to off load.
• #Five parking spaces/passes on Morro Street for farmer support vehicles
Financial Relationship **
The FMA would quarterly pay the DA 1%of the total sales by all farmers at the TNP and
15%of hard costs: trash, barricades,janitorial, security as invoiced.
Communications with the DA
DA will appoint a liaison who will communicate any and all fanners related issues to the
FMA liaison designated by the FMA board
Disputes will be negotiated between DA and FMA board representatives. This includes
any issues pertaining changes in the street(construction, modifications, etc.). Should
negotiations fail parties would enter mediation.
* These items have been negotiated and agreed to by the DA and FMA. Note that this was a negotiated item. The
FMA gave up 60' in the 700 block,and the DA provided 13' in the Morro Street intersection. To maintain a
20' fire lane farmer vehicles in the expanded sidewalk area must park parallel,and this translates fewer farmer
spaces in the same location. FMA net loss is 4 farmer spaces.
# DA has provided FMA with such passes for several years.
** This financial relationship is the same arrangement the DA and FMA have had for many years.
ATTACHMENT �-
AGREEMENT
THIS AGREEMENT is entered into as of the_day of March, 2010,between the SAN LUIS
OBISPO DOWNTOWN ASSOCIATION, a 501(c)(6)Non-Profit Corporation organized under the
laws of the State of California,with a place of business at 1108 Garden Street, San Luis Obispo,
California 93401 ("DA"), and the SAN LUIS OBISPO COUNTY FARMERS' MARKET
ASSOCIATION("FMA"),a Mutual Benefit not for Profit Corporation, with its mailing address
at P.O. Box 16058, San Luis Obispo, CA 93406. The DA and FMA are
collectively referred to herein as "the Parties. "
RECITALS:
A. The DA is no longer an advisory body to the San Luis Obispo City Council but rather operates
as an independent 501(c)(6)non-profit corporation. Therefore,the DA is an independent entity
from the City of San Luis Obispo,and this Agreement is between the DA and the FMA, not the
City of San Luis Obispo, which is not a party to this Agreement.
B. The DA has a contract with the City of San Luis Obispo,with a term from July 1, 2009 through
June 30, 2011,to host a weekly event known as Thursday Night Promotions("TNP"). £ er-s
Mar-ket.
C. The Parties desire to set forth herein the terms of their agreement by which the FMA will
resume operation of the Farmers'Market portion of the TNP. The FM^ 4shes to contfact VAth
NOW,THEREFORE, THE PARTIES AGREE as follows:
1. Term o : The term of this Agreement Faeneing commences March
_, 2010 (the "Effective Date') and ending N4areh and terminates June 30, 2011 (the
"Initial Term'). This Agreement shall automatically renew for an additional one-year term
commencing July 1, 2011, unless one of the following occurs: (1) Either the FMA or the
DA gives notice to the other, in writing and not less than 30 days prior to expiration of the
Initial Term, of its intention not to renew the Agreement for an additional term; or(2) The
Agreement between the City of San Luis Obispo and the DA to operate the TNP is no longer
in effect after June 30, 2009.
2. DA's Obligations:
The DA shall:
■ Provide the FMA,for the FAM 's exclusive use, with an area to operate the Farmers'
Market portion of TNP dessr-ibed as follows (hereinafter the "FMA Area'):
s
o 800 block of Higuera Street: The entire block plus 4 feet from the curb
extending into Chorro Street, and 13 feet from the curb extending into Morro
Street. With the exception of the 13 foot section extending into Morro Street,
FMA members in the 800 block of Higuera Street will set up on alternate
sides of the street on a monthly basis; and
ATTACHMENT
o 900 block of Higuera Street: 119 feet extending from the Morro Street curb,
east toward Osos Street,plus 4 feet beyond the Morro Street curb into Morro
Street. FMA members in the 900 block will not set up on alternate sides of
the street and will only set up on the east side of the 900 block(the First Bank
side).
Exhibit "A", attached hereto and incorporated herein by this reference, is a diagram
depicting the FMA Area.
and
8 Northwe s+ cvici oFnAezzv Street e ite: aing eastward13 feet into the
intefseetien pEeNidiag there is a 20 feet fife lane obsen,ed; and this iven
.:11 not .hewn to sides of the s4eet ad
• Continuing eleng the .. „th side of HiguefE� 119 C et Gef the s ..theast
amu`=e NileFfe heading et toward Oses Street, e these ade ..a, e+
aker..ete sides of the some+
v
A41 FMA vendersyAll E1peina. . .'thin these designated areas ..1..and%i11
d
beainwest,
Provide the FMA with five parking passes for parking on Morro Street valid for the
duration of this Agreement.
■ No non-FMA vendors shall be permitted by the DA to set up or sell anywhere within
the FMA Area, including opposite from, or intermixed with, FMA members'spaces.
The FMA Area is reserved for the sole use of the FMA and its members.
■ The DA shall not interpret FMA rules nor provide a waiver or exemption from FMA
rules and regulations to any FMA member participating at the TNP.
■ Indemnify, defend and hold harmless the FMA, regardless of responsibility,from all
costs, expenses, suits, liabilities, damages, attorneys fees and claims of every type,
including, but not limited to those arising out of injury or death of any person, or
damage to any real or personal property of any person, including the DA or non-
FMA vendors,for any injury or death of any person, or damage to any real or
personal property of any person, including the DA or non-FMA vendors, relating to
the operation by the DA or non-FMA vendors of the portion of TNP outside of the
area operated by the FMA.
3. FMA's Obligations:
FMA shall:
l � �
Al IALHMENT �-
Participate in each and every weekly event known as"Thursday Night Farmers Market"
except in the case of rainouts causing the DA to cancel events,or unforeseen situations
requiring cancellation of events. "sueh as the Fr-i&ys
° Carry,pay for and provide proof of the following insurance: (i) general liability insurance
in an amount of no less than one million dollars, and "ere ^ Ovate (ii) w e&ffs'
vender-,thee DA and the City of San Luis , with the DA and the City of San Luis
Obispo named as additional insureds on said policies.
■ FMA will observe a minimum of a 20 foot fire lane within the FMA Area.
■ FMA members shall not be required to off load at any of their spaces within the FMA Area.
■ The FMA will be solely responsible for setting and enforcing FMA rules and regulations for
its members participating at the TNP. All FMA matters including space assignments within
the FMA area, issuance or citations and instructions to FMA members, are within the
exclusive control of the FMA.
■ Indemnify,defend and hold harmless the DA and the City of San Luis Obispo, regardless of
responsibility, from all costs, expenses, suits, liabilities, damages, attorneys fees and claims
of every type, including, but not limited to those arising out of injury or death of any person,
or damage to any real or personal property of any person, including the FMA or the produce
vendors, for any injury or death of any person, or damage to any real or personal property of
any person, including the FMA or the pFeduee FMA vendors,relating to the operation by the
FMA or the pFeduee FMA vendors of the Farmers Market portion of TNP.
■ Comply with all applicable city, county, state and federal laws, regulations, codes and
ordinances, and all rules and regulations of the DA, as posted on the DA website as of the
Effective Date of this Agreement.
■ Provide copies of Certified Farmers Market certification and Environmental Health
certificates, .
—rI Designate at least two unrelated members of FMA as active members of the TNP
Committee. Such FMA designees will attend the TNP Committee meeting on the second
Wednesday of each month. Minutes of TNP Committee meeting at which any issues relating
to the FMA or its members are discussed or considered shall be approved only at a
subsequent TNP Committee meeting attended by the FMA members of the TNP Committee.
The DA shall email all such approved TNP Committee minutes to the FMA Administrator,
-I 9
ATTACHMENT
who will make a copy available to FMA members at the FMA signout area at the next TNP.
as mpfesentatives efthe "m 4e street "
.
#—Appliesfiens
Ne- venders
w
• Paffi6ipatien
t
f
•
Speeial events
tUrban eeas4aifits
4. Payments: The FMA agrees to pay the DA-
1% of the total nightly amount collected from pr-eduee FMA vendors, to be paid quarterly:
January, April,July and October. (5% eelleeted by the FMA, • it 19%= of this n
pairs to k�)
And
15%of hard costs: Trash, Barricades,Janitorial, Security as invoiced.
Liaisons: The parties recognize that the use of liaisons can be an effective means of
communication between the DA Board and the FMA Board, and can be a means by which
relations between the two boards are strengthened. Aeewdiagly,each weaM eff-s . liai..en
ether'sposition on the The DA and FMA will each designate a liason to the other
Association's Board(hereinafter the "DA liason"and "FMA liason". Should the DA have
issues with the FMA or is considering taking an actions that may affect or involve the FMA
or its members who participate in the TNP, the DA liason will first give written notice to the
FMA liason before such issues or actions are raised before the TNP Committee.
6. Dispute Resolution: If any FMA representative or FMA participant on the TNP Committee
is dissatisfied with any TNP rule or decision, said person or entity must first submit in
writing an appeal to the TNP Committee. If said appellant is dissatisfied with the TNP
Committee's decision on appeal, said appellant may then appeal in writing to the DA Board
of Directors. Prior to any such appeal being heard by the DA Board, representatives from
the boards of the DA and FMA must convene in an effort to resolve the issue(s). If
satisfaction is not achieved from this process, the parties agree to mediate any remaining
dispute or claim, including any which may arise between the parties to this Agreement
regarding this Agreement, before resorting to arbitration or court action. Mediation fees, if
any, shall be divided equally between the parties. If, for any dispute or claim to which this
paragraph applies,any party commences an action based on a dispute or claim, without first
attempting to resolve the matter through mediation, or refuses to mediate after a request has
been made, then that party shall not be entitled to recover attorneys fees, even if they would
otherwise be available to that party in such an action.
/ . �
ATTACHMENT �-
7. No Public Airing: The parties agree not to go public or to the media with the their disputes
or grievances,btef to abided unless and until the Dispute Resolution procedures
outlined above have first been.exhausted.
8. Default. In the event either party defaults in the performance of any of its obligations
under this Agreement, in addition to any other remedies provided herein or by applicable
law, the non-defaulting party shall have the right to terminate this Agreement if within.30
days after providing the defaulting party with written notice of the default and the intent to
terminate, the default remains uncured.
9. Relationship of Parties: The parties hereto intend for their relationship to be that of
independent contractors, and nothing contained in this Agreement shall be construed to
create a partnership or joint venture of any kind.
44 Emergency Decision Making:If, for any reason, a change in the urban streetscape, a
construction project, an emergency street project, an act of God, or some other
unforeseeable emergency circumstance arises, the FMA representatives to the TNP
Committee and the FMA liason will be advised in writing immediately and the FMA
Administrator and Board will be included in decisions made regarding changes to the
market layout, space assignments or other factors within the FMA Area. If there is a dispute
which cannot be resolved by the DA and FMA, then the Dispute Resolution procedures set
forth at Paragraph 6, above, will be followed. ; however-,the affil detpmAinAtion of*h TNN
11. No Bans or Boycotts: The parties agree that there shall be no bans or boycotts by either
party unless and until the dispute resolution process described in paragraph 5, above, has
been completed.
12.Notices: Any written notice to either party required under this Agreement shall be served by
sending such notice by first class mail or other agreed delivery method to that party at the
address above, or at any different address the parties may later designate for this purpose.
Notice shall be deemed received three (3) calendar days after deposit into the United States
Mail.
13. Attorneys Fees: In any action or proceeding ion between the p Parties arising out
of this Agreement, the prevailing party shall be entitled to reasonable attorneys fees and
costs from the non-prevailing party, except as provided in paragraph 5.
14. Time of Essence, Entire Contract; Changes: Time is of the essence. All understandings
between the parties are incorporated in this Agreement. Its terms are intended by the parties
as a final, complete, binding, enforceable and exclusive expression of their Agreement with
respect to its subject matter;and may not be contradicted by evidence of any prior
agreement or contemporaneous oral agreement. If any provision of this Agreement is held
to be ineffective or invalid, the remaining provisions will nevertheless be given full force
and effect. Neither this Agreement nor any provision in it may be extended, amended,
modified, altered or changed except in writing. This Agreement and any supplement,
addendum or modification, including any copy, may be signed in two or more counterparts,
l��
ATTACHMENT
all of which shall constitute one and the same writing. Signatures transmitted by facsimile
or email shall have the same force and effect as originals.
Dated
Natalie Tartaglia
President, San Luis Obispo Downtown Association
Board of Directors
Dated
Deborah Cash
Executive Director, San Luis Obispo Downtown Association
Dated
Philip Langston
President, San Luis Obispo Farmers' Market Association
Dated
Peter Jankay
Administrator, San Luis Obispo Farmers' Markey Association
i-ate
ATTACHMENT �-
Exhibit A
Higuera
The FMA area is shaded
hlOck
r
r .: curb
Marro
l .14
> rr
ry UAV,block . L
r:
5
;
y .
l y�
Charra
curb
ATTACHMENT `7
ATTACHMENT
loQiams in the bottleneck
would make market visitors uncomfortable and
would make business dijjkult If one stands on the bed of a truck
for vendors and farmers during the summer months one sees
a sea of visitor heads. It is amazing!
O
e e e e O In the 700 block the vendor table to
vendors °° °° °° table distance is 26 feet. During the
,.., ,, ... .. vendors
summer months this area is literally
°' O °° °° °° packed with people.
shoppers •o O" v �' o e . -
e s
e• ee Oee eo •o O �ti ^
v ,.. •• In the bottleneck section of the 800
e e •• -- e e .. block the table distance between
00 ••
O farmer and DA vendor is to be 20
shoppers
•e e. e e e e sho
°• .. -- -- O e -- feet. This amounts to about a 25%
constriction from the 700 and upper
•• 800 blocks.
`� 0 •• •• v ° People coming in from the 25%
°
e ° wider parts of the 800 block and
ve ee v ee � e �� e•v
e •° e e •° .• °. e e e e e _- people coming in from the 25%
Chorro street O O v v v^ °0 v v wider 700 block will be packed
°' °° •^ °° even closer together as they are
DA �� v e e • v v e o
e e o e v e e e e e e e e funneled into the 150 foot long
vendors ^ •• v o °e farmers
-- eee° � . constriction bottleneck.
oe
ee v v
More people would be bumping
e e -- .. .e -- .• v �- into each other, and the resulting
bottleneck `"••- ° " 'e;"•• 00 congestion would make it difficult
Sidewalk for would be patrons to shop at a
seating is
"° °° °• •• ••v 00 vendors table.
,, •• `.
expected to take °O °
°° ' ^ ° °° ••
vee v •• v e �
up all but 6 feet , °° °° The farmers have switched sides
of the sidewalk Do 0. °° °°
•• •• °° every month for over 25 years. In
width °, °° ee ,,
•• this way every other month there
-- •°• •° °° °° °^
ee are no visual obstructions from the
oe oe � v v v v
street to a merchant's storefront.
n0 "ev e o O
endors e e e e
0 .% °° O '• •• If in the bottleneck section farmers
its side e e
O O 0 �— „ v
and DA vendors are on opposite
o� •° e hoppers sides there will always be visual
00
oe v •• ee ee oo er�J�
°° •' v v °° obstruction to merchants'
�`–� e• ee oe � ....
°• O •• •, e e storefronts
e
ee ..i •, e oe •• O
O � •• v "ti v o0
v • v u v o e v u v past
ee eo oe v oe
00 e e bottleneck
v vo `J " 0 block e e 00 farmers
°° do not
vo `0 v v O v v v
offload
ATTACHMENT a
L._ voaleneck would create loeiams
that would, to say the least,create
700 block frustration. The logjams would
greatly hamper vendors and farmers
26' between vendors
efforts to pack up and leave the
10' 10, street before the street is open at
wide wide 9:30. For safety the street would
stall stall have to remain closed past 9:30.
space
space
12'drive through DA vendor support vehicles, whether
trucks or cars,exceed the vendor's
ten feet wide stall space, e.g., a sedan
is about 15 feet long. Widths of
vehicles vary from 6' to 8'+.
When packing up after the market, a
vendor can not park parallel to their
stall space without partial blocking
the adjacent vendor. Rather vendors
come in at an angle.
Twelve feet is enough
for trucks leaving to get by trucks staging/packing up. Parking at an angle while packing up
constricts the drive though space
even further.
This seems to work in the 700 block
where the table to table distance is 26
Bottle neck part of 800 block(affects over 22 vendors) feet.
10 ' 10' This would not work in the Wineman
wide wide Hotel bottleneck where the distance
stall stall between vendor to farmer tables is
space space limited to 20 feet.
6' drive
through In the bottleneck section any support
vehicle parking at an angle would
create a clog thereby blocking access
to stall spaces for those needing to
pack up,and would trap others
wishing to leave.
See next page for
bottleneck effects
Six feet is not enough for trucks to
access their stalls or to leave
Bottleneck Chorro Street
C ATTACHMENT c�—
Effect
• DA fin
vendors stalls
In the bottleneck section any
support vehicle parking at an
angle would create a clog.
S
This would block access to stall
spaces for those needing to pack
up, and would trap others wishing
to leave.
d
bottleneck
support vehicles packing up
e
W support vehicles waiting
to access their stalls
a J'
1 •,
T
7
r 4T tam sidewalk enlargement
o a °'' at crosswalk in 800
s s'
block
s
y Y''
a ,j To maintain fire lane
--trucks in this area must
k ?¢ ' park parallel
r, ay
'.� farmer truck in stall space
unable to get out
71 ••,�iw r
.�..•,.fit
i •-ef�.9 a
i!
•P
Y
�--
May 3;2010 - -
Katie Lichtig J. Christine Dietrick
San Luis Obispo City Manager San Luis Obispo City Attorney
Thank you for meeting with me and giving me the opportunity to explain the FMA's situation.
The table below contains the FMA space history you requested. There was.also the question
about the FMA paying City taxes. FMA is a mutual benefit not for profit corporation, and has
not in the past been required to pay City taxes.
Higuera Street FMA spaces
700 800 900 total
Year block block block
2005 5 32 9 46
2008 34 32 9 44
January 14,2010 3 27* 9 39
2010 negotiated 0*** 28** 9 37
The FMA very much appreciates your efforts to help obtain a resolution between FMA and DA.
After three and one half months,repeated DA delays, and increased financial burden on the
FMA(revenue loss and attorney fees), the FMA rightfully expects the return of full operation of
the farmers'part of TNP to begin the second Thursday of May. The FMA will not accept any
further delays from the DA.
The FMA fully realizes that despite your efforts, the DA may choose not to return operation of
the farmers' part of TNP to the FMA by the second Thursday of May. If the DA makes this
choice, the FMA requests that the City take other actions that would return operation of the
farmers' part of the TNP to the FMA. More than one City Council member has mentioned the
City contracting directly with the FMA.
The FMA realizes that should the City initiate significant other actions, such as mentioned
above, that the process/procedure might require FMA to wait longer than the second week in
May. However, each Thursday lost, especially during the busy summer season,results in a
significant financial loss to the FMA, and generates increased FMA grower frustration.
Thank you again for your willingness to assist us in this matter. Please contact me should you
have further questions or require additional information. Please keep me informed regarding any
progress with the DA and the City's intentions should negotiations with the DA fail to result in a
prompt resolution.
Sincerely,
Peter Jankay
Administrator
San Luis Obispo County Farmers' Market Association
*The expanded sidewalk area in front of the Wineman Hotel requires support vehicles to park parallel and this
eliminates five grower spaces in the 800 block.
** Negotiations added one space on the 800 block.
***Negotiations eliminated the three spaces on the 700 block.
" In 2008 the DA took back two FMA spaces in the 700 block. 2
� 7
ATTACHMENT jAg
aiI APR 2 3 2009
i_o crrY A�-����Fv
Fars Ms�x�-ir --
Counc}'
April 23, 2010
San Luis Obispo City Council
Mayor Dave Romero,Vice Mayor Andrew Carter, and Council members-John Ashbaugh,
Jan Howell Marx, and Allen Settle
Honorable Mayor,Vice Mayor and Council Members:
The Board of Directors of the San Luis Obispo County Farmers' Market Association
(FMA) has concluded that negotiations between FMA and San Luis Obispo Downtown
Association (DA) have collapsed. Consequently, the FMA seeks City Council action that
would return operation of the farmers' market part of the Thursday Night Promotions
(TNP) to the FMA effective Thursday, May 6, 2010.
Attached is a Timeline of Events. A summary is presented below.
The FMA has acted in good faith, as follows:
• initiated contact and met with DA Board President before the February 2 City
Council meeting
• hosted dinner at McLintocks for entire DA board
• met with DA representatives to negotiate the specifics of FMA's return to TNP
• initiated and encouraged DA to enter mediation with Scott Radovich pro bono
• participated in mediation on March 11 where both parties signed a
memorandum of understanding and agreed to negotiate terms of an agreement
as soon as possible
• promptly returned proposed revisions to DA's "Agreement'proposal
• waited three weeks for"new"DA board to meet
• in effort to conclude and finalize negotiations FMA repeatedly requested DA's
specific responses to FMA revision of DA Agreement
• FMA representative has participated in TNP Committee meetings in February,
March,and April
• resisted repeated media requests for negotiation details
The FMA has exhausted all reasonable efforts to come to a resolution with the DA.
The DA has repeatedly stalled/delayed progress toward a resolution,as follows:
• shortly after initial negotiations, February 16,the DA requested attorney
intervention and suspended communications for three weeks
• following mediation,the DA ignored FMA request for substantive response to
FMA's revisions to DA's Agreement proposal, and stopped negotiations for a
three weeks, that is, until after the "new" board met on April 13
• after the DA April 13 board meeting, the DA attorney continued to ignore
FMA's request for substantive response to FMA revisions to DA's Agreement
proposal
Patz I of 41 a�
ATTACHMENT
• On April 15 the DA attorney proposed a second mediation with an entirely new
mediator and advised that the DA refused to attend a second mediation session
with Scott Radovich,who had available dates in April. The DA chose a
different mediator with mediation dates at the end of May only. This would
effectively delay negotiations for an additional five weeks. And, again the DA
attorney ignored FMA requests that the parties continue direct negotiations.
—over 3 months have elapsed since the DA announced their takeover—
almost three months have elapsed since the City Council meeting where the DA and
FMA were directed to negotiate the details of the FAA's return to TNP--
The San Luis Obispo citizenry does not view the farmers' part of the TNP as a business
arrangement and a promotion for the City. Rather the SLO citizenry views farmers'
markets as part of the community. The fanners' part of the TNP goes way beyond a TNP
event. Fanners' markets serve the community. As was evident in the weeks following
the DA announced takeover, the citizenry is passionate about this.
Since the DA takeover,the FMA has lost over 5% of its annual gross income, and has
incurred significant expenses (attorney fees). The FMA can not continue to bear the
significant negative financial impacts caused by DA delays.
The FMA respectfully seeks City Council action that would return operation of the
farmers' part of the TNP to the FMA on May 6, 2010.
i
P ' ip`i angston
President of the Board
San Luis Obispo County Fanners' Market Association
o
Peter Japl6y
Administrator
San Luis Obispo County Fanners' Market Association
cc: Katie Lichtig, City Manager and J. Christine Dietrick, City Attorney
San Luis Obispo Countv Farmers' Market Association
P.O. Box 160�8. San Luis Obispo.California 93406
Pan f-
w�ci+�.slocounh�farmers.or� .tee o. �
ATTACHMENT 3
Timeline of Events
January 14 Without any prior notice the DA informs farmers that effective January
28 the DA is taking over operation of the farmers' part of the TNP
farmers' market. Notices were distributed during closing, after 9:00 pm.
January 19 FMA addresses the SLO City council about the DA takeover
January 27 FMA representatives initiate contact and meet with Natalie Tartaglia,
President, DA board.
January 28 DA assumes operation of the farmers' part of the TNP farmers' market
February 2 FMA and DA give presentations to the SLO City Council. City Council
directs DA to negotiate with FMA to return operation to FMA
February 6 DA present FMA representatives with five points
February 8 FMA hosts dinner at McLintocks Shell Beach for DA board to meet
FMA board. Only 3 of 13 DA board members come. DA present five
points to FMA board
February 9 As a gesture of goodwill, FMA board members attend the DA Board
meeting and use the Public Comment portion to introduce themselves to
DA board members
February 16 DA and FMA representatives begin negotiations on terms of a contract.
February 18 DA informs FMA that DA want to involve the DA, FMA and City
attorneys. DA suspends communications.
late February After FMA prodding, DA agrees to mediation on March 11 with Scott
Radovich.
March 11 At mediation FMA and DA signed a memorandum of understandings
and agreed to negotiate the terms of a written Agreement as soon as
possible.
--five weeks have elapsed since the DA announce their takeover—
March 15 DA TNP Events Coordinator sends proposed Agreement terms to
FMA's Administrator
March 19 DA attorney emails DA's proposed Agreement to FMA attorney
March 24 FMA attorney emails FMA's proposed revisions of DA Agreement
proposal to DA attorney
March 25 DA attorney informs FMA attorney that FMA revisions are"...more
extensive than anticipated. The DA attorney further states "The Board
1 -36
Page 3 of=.'
ATTACHMENT 3
does not meet again until April 13, so I will not be able to respond to the
FMA's requested revisions until then."
March 29 FMA attorney emails DA attorney that"Waiting until after the DA's
Board meeting on April 13 to provide the DA's response to the FMA
draft would unreasonably delay the process."
April 15 DA attorney emails FMA attorney"The Downtown's new board voted
to return to mediation, but with a new mediator." The DA proposes the
last week of May for this mediation. This email fails to respond to
FMA's request for DA's substantive response to FMA's revision to
DA's Agreement proposal.
April 15 FMA attorney emails DA attorney "Please provide me, by fax or email
not later than 5 p.m. tomorrow, with the DA's substantive response to
the FMA's revised draft of the Agreement. Without that, the FMA is not
in a position to respond to the DA's demand for an entirely new
mediator. Perhaps we can still find a way for the two Associations to
directly negotiate an acceptable resolution, but to do so requires the
DA's response."
April 15 DA attorney emails FMA attorney that he has forwarded her email
(paragraph above)to DA. He does not mention FMA's request for DA's
substantive response to FMA's revision of the Agreement proposal.
April 16 No response from the DA to FMA's revisions to Agreement proposal
April 19 No response from the DA to FMA's revisions to Agreement proposal
April 20 No response from the DA to FMA's revisions to Agreement proposal
April 21 No response from the DA to FMA's revisions to Agreement proposal
April 22 No response from the DA to FMA's revisions to Agreement proposal
--over 3 months have elapsed since the DA announced their takeover--
Additional notes:
• As a good faith gesture an FMA representative participated in the February
12, March 10, and April 14, 2010 TNP Committee meetings.
• Copies of the email communications referenced above will be made
available if requested.
San Luis Obispo County Farmers' tilarket Association
P.O. Bos 16053. San Luis Obispo. California 931=136 / 2�
i;wusl000univfarmers.or« Page 4 ofd .J
ATTACHMENT
AGREEMENT
THIS AGREEMENT is entered into as of the 1st day of July, 2009;between the
SAN LUIS OBISPO DOWNTOWN ASSOCIATION, a 501(c)(6)non-profit corporation
organized under the laws of the State of California, with a place of business at 1108
Garden Street, San Luis Obispo, California 93401 ("SLODA"), and the CITY OF SAN
LUIS OBISPO, a municipal corporation ("City").
RECITALS:
A. The City and SLODA have worked together for the benefit of business and
tourism in the downtown area of San Luis Obispo since the inception of the
Downtown Business Improvement Area in 1975 and desire to continue their
relationship for the betterment of tourism and business; and
B. On October 6, 1975, the City Council adopted, and subsequently amended on
various occasions, Ordinance 649 (1975 Series) (collectively, "the Ordinance")
creating the Downtown Parking and Business Improvement Area ("DPBIA") in
the downtown area of San Luis Obispo, and levying the authorized assessment on
all businesses within the area.
C. Having determined that promotional activities to benefit business and tourism
activities in the downtown area of San Luis Obispo are an appropriate use of DPBIA
assessment proceeds, since such activities are expected to maintain and increase
revenues derived by the City from the downtown area and to preserve and enhance
the unique character of the downtown for the special benefit of downtown area
businesses, and further, having determined that SLODA is able to conduct such
promotional activities, the City Council desires to contract with SLODA to conduct
promotional activities in the downtown area of San Luis Obispo.
D. The City is authorized enter into a contract to provide services to the members of the
DPBIA and to administer the assessment collected for that purpose; the SLODA, a
501(c)(6) organization, wishes to enter into this contract with the City to provide
agreed upon services to the DPBIA members.
NOW THEREFORE,THE PARTIES AGREE as follows:
1. Scope of Services. SLODA will conduct promotional activities to benefit
business and tourism activities in the downtown area of the City, more specifically set
forth in this Agreement as the Scope of Services, attached hereto as Exhibit A and
incorporated as if fully set forth herein, as limited by State law and the Ordinance, and
subject to any modifications approved in writing by the City Manager.
The Scope of Services may be amended by mutual consenrof the parties after bi-annual
approval of this Agreement by the City Council. The City Manager is hereby authorized
3a
ATTACHMENT
to approve periodic amendments to the Scope of Services without further consent by
Council to the extent that any such amendments do not result in the elimination of
required Special Events, as set forth in Exhibit A.
2. Financial Reporting. SLODA will prepare and file with City, consistent with
City policy, quarterly financial reports within 60 days after the end of the quarter
showing qualifying expenditures made by SLODA and shall, upon request by City,
produce supporting invoices,receipts, vouchers and statements showing how the DPBIA
revenues have been expended consistent with this Agreement. Such financial reports shall
include a line-item schedule which matches expenditures with specific, budgeted
amounts and activities. The reports will be filed with the City Finance Director consistent
with the City's financial reporting policies and practices, and as reasonably requested by
the Finance Director.
In addition to interim quarterly reports, the SLODA shall contract with an
independent certified public accountant to prepare an annual audit of the SLODA
financial operations related to qualifying revenues and expenses. The audit shall be
conducted in accordance with auditing standards generally accepted in the United States.
The goal of the audit shall be to provide an opinion that the SLODA financial statements
present fairly, in all material respects, the financial position and changes in financial
condition of the qualifying financial operations of the SLODA,in conformity with
accounting principles generally accepted in the United States. The SLODA fiscal year
shall be July 1 to June 30; and the audit shall be completed and submitted to the City's
Finance Director within 180 days after fiscal year end.
3. Quarterly Activity Reports. At the time the interim quarterly financial reports
are filed, SLODA will also file with the City Manager a report of the activities of
SLODA and its subcontractors and the respective accomplishments of each during the
period specified in the financial report.
4. Carryover Funds. SLODA may accrue a carry-over account of funds paid by
the City to SLODA,but not expended by SLODA, provided that SLODA files with the
City a declaration, which specifically sets forth the planned use of such funds. The
amount of carryover funds will be added to the funds allocated to the SLODA in
accordance with this Agreement for succeeding fiscal years, provided that these funds
must be specifically allocated to program activities of any budget proposal submitted for
such funding agreement.
5. Term. The term of this Agreement will commence July 1, 2009 ending on June
30, 2011 to match the two year budget cycle of the City. The term may be extended upon
approval of the Agreement, including review of the Scope of Services, by the City
Council. The City and SLODA may terminate this Agreement and any rights, duties and
liabilities accruing in this Agreement at any time by giving written notice of election to
terminate to the other party at least thirty (30) days prior to the end of the fiscal year.
1-33
ATTACHMENT 4
6. Funding Restrictions. The parties acknowledge that activities wttntn the scope
of Services shall be funded by DPBIA funds and that all monies allocated by the City
shall be subject to the restrictions imposed on DPBIA monies by the Ordinance and State
law.
7. Limited Use of DPBIA Funds. SLODA will use none of the funds it receives
from this Agreement for any purpose not enumerated in the Ordinance, including but not
limited to, any expense (including administration and overhead)in support of a SLODA
Political Action Committee or any other political entity or activity. The City recognizes
that the SLODA may engage in such activities on behalf of its members, independent of
its contract with the City and does not attempt through this Agreement to limit those
activities, so long as such activities do not utilize DPBIA funds.
8. Accounting for DPBIA Assessments. DPBIA assessment money may be used to
finance fund-raising activities intended to generate additional revenue for use by the
SLODA. However, the sum of all assessment money used for this purpose shall be
accounted for and proceeds from the fund-raiser equal to that sum shall be used for
purposes stated in the Ordinance and conforming to the purposes of the.assessment as
defined by State law. Further, such use of DPBIA funds shall be specifically described in
the periodic reports described in paragraph 2 of this Agreement.
9. City Support for SLODA Activities. The City will continue to provide staff
support and services in accordance with the SLODA Scope of Services attached hereto as
Exhibit A, at the mutually agreed cost to the SLODA.
However, it is agreed that SLODA will reimburse City for all costs incurred by City in
providing services during the term of this Agreement relating to other SLODA events or
promotional services. These costs will be determined and certified in accordance with
City policies applicable to other non-profit organizations and City will provide SLODA
with invoices for such services, which will be due and payable by SLODA consistent
with standard City policies and practices.
10. Monthly Remittance of DPBIA Funds to the SLODA. The City will cause to
be paid to SLODA the total amount of DPBIA funds collected by the City during each
month within thirty(30) days of the end of the month.
11. City Staff Rights to Attend SLODA Board Meetings. SLODA shall notify the
City Manager of the meeting dates of each meeting of the Board of Directors of SLODA,
and the City Manager or his/her appointed representative shall have the right to attend all
meetings of the Board of Directors.
12. Independence of SLODA. Neither the City nor any of its officers or employees
will have any control over the conduct of SLODA or any of its employees, except as
provided above, and SLODA expressly warrants not in any manner or at any time to
represent that its officers, agents, servants or employees are in any manner the officers,
agents, servants or employees of the City, it being distinctly understood that SLODA is
-3Y
ATTACHMENH
and at all times will remain as to the City, an independent contractor, and the obligations
of SLODA to the City is solely as prescribed by this Agreement.
13. Assignment. This Agreement contemplates that SLODA will render special
services which it is uniquely able to provide, and it is recognized by the parties that an
inducement to City for entering into this Agreement was, and is,the ability of SLODA to
render these special services. Neither this Agreement nor any interest in this Agreement
may be assigned by SLODA,except that SLODA may, on written consent of the City
Manager or designee obtained in advance, assign any moneys due, or to become due, to
SLODA for purposes consistent with this Agreement. SLODA agrees not to subcontract
any portion of the performance contemplated and provided for in this Agreement, except
that SLODA may enter into subcontracts for the sole purpose of carrying out promotional
activities within the scope of the Ordinance with the consent of City. Nothing contained
in this Agreement is intended to or will be construed as preventing SLODA from
employing or hiring as many employees as it may deem necessary for the proper and
efficient execution of this Agreement.
14. Insurance. SLODA shall obtain and maintain insurance as set forth in Exhibit B
hereto, the requirements of which are incorporated herein. Each insurance policy shall be
endorsed to state that coverage shall not be suspended, voided or canceled by either party
except after thirty (30) days' prior written notice to City, and shall be primary and not
contributing to any other insurance or self-insurance maintained by City.
SLODA shall deliver to City certificates of insurance and original endorsements
for approval as to sufficiency and form prior to the start of performance hereunder. The
certificate and endorsements.for each insurance policy shall contain the original signature
of a person authorized by that insurer to bind coverage on its behalf. "Claims made"
policies of insurance are not acceptable unless the City Risk Manager determines that
"occurrence" policies are not available in the market for the risk being insured. If a
"claims made" policy is accepted, it must provide for an extended reporting period of not
less than one hundred eighty (180) days. Such insurance as required herein shall not be
deemed to limit SLODA's liability relating to performance under this Agreement. City
reserves the right to require complete certified copies of all said,policies at anytime. Any
modification or waiver of the insurance requirements herein shall only be made with the
approval of the City Risk Manager. The procuring of insurance shall not be construed as
a limitation on liability or as full performance of the indemnification provisions of this
Agreement.
To the extent that SLODA subcontracts certain activities pursuant to paragraph 13
of this,Agreement, SLODA may comply with the requirements of this paragraph 14 by
proviing certificates of insurance naming SLODA and the City of San Luis Obispo as
separate additional insureds under the subcontractor's insurance, providing that the
subcontractor's insurance meets or exceeds the insurance requirements of this paragraph
14, all subject to the approval of the City Risk Manager.
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15. Hold Harmless and Indemnification. SLODA shall protect,defend; indemnify
and hold City, its officials, employees, and agents (collectively in this Section referred to
as "City") harmless from and against any and all claims, demands,causes of action,
losses, damages, and liabilities, whether or not reduced to judgment, which may be
asserted against City arising from or attributable to or caused directly or indirectly by
SLODA, SLODA's employees or agents in the performance of work under this
Agreement, or any alleged negligent or intentional act, omission or misrepresentation by
SLODA, SLODA's employees or agents, which act, omission or misrepresentation is
connected in any way with performance of work under this Agreement. If it is necessary
for purposes of resisting, adjusting, compromising, settling, or defending any claim,
demand, cause of action, loss, damage, or liability, or of enforcing this provision, for City
to incur or to pay any expense or cost, including attorney's fees or court costs, SLODA
agrees to and shall reimburse City within a reasonable time. SLODA shall give City
notice of any claim, demand, cause of action, loss, damage or liability within ten (10)
calendar days.
16. Notice. Any notices to be given under this Agreement, or otherwise, maybe given
by enclosing the same in a sealed envelope, addressed to the party intended to receive the
same, at its address and by depositing the same in the U. S. Postal Service as regular
mail, postage prepaid. When so given,notice will be effective from the time of mailing of
the notice. For these purposes, unless otherwise provided in writing, the address of the
City and the proper person to receive any notices on its behalf is the City Manager, 990
Palm Street, San Luis Obispo and the address of the SLODA is 1108 Garden Street, Suite
210, San Luis Obispo, California 93401.
IN WITNESS WHEREOF, the parties hereto have executed this Agreement this
day of 2009.
SAN LUIS OBISPO DOWNTOWN ASSOCIATION,
A 501(c)(6) Corporation.
By:
CITY OF SAN LUIS OBISPO
By:
David F. Romero,Mayor
APPROVED AS TO FORM:
By:
an P. Lowell, City Attorney
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ATTACHMENT
EXHIBIT A
SCOPE OF SERVICES
SPECIAL EVENTS:
The events and/or activities set forth below are Special Events the continuation of which
the City considers integral to the fulfillment of SLODA's obligations under the
Agreement. As such, the City agrees to continue to provide, at the mutually agreed cost to
the SLODA, the enumerated municipal services that have traditionally been provided to
the SLODA in conjunction with the events/activities as set forth below and the SLODA
shall continue to provide the following Special Events to the Downtown:
A. Holiday Activities
B. Concerts in the Plaza
C. Thursday Night Promotions
City services in support of the above events have traditionally included the following,
which will continue uninterrupted:
1. Public safety support at levels determined appropriate by the City,
including holiday parade escort.
2. Placement and removal of street barricades and coordination of street
closures for holiday activities and Thursday Night Promotions.
3. Placement and removal of City-owned portable restrooms for Thursday
Night Promotions.
4. Banner placement and advertising at 50% of standard City fees. (Note:
SLODA shall retain its priority position with regard to the placement of
street banners that promote activities that benefit tourism and business in
the district, in addition to the Special Events above, within the scope of the
Agreement, but shall be charged fees consistent with City policy for the
placement of such banners)
5. Special Events Permit processing at 50% of standard City fees
6. Street clean-up following Special Events
7. Holiday tree placement and.removal
8. Free rental of Mission Plaza for placement of Santa's House and carousel
and for Concerts in the Plaza.
ONGOING SERVICES:
In addition to the Special Events set forth above, SLODA shall provide, as needed, the
following Ongoing Services to the Downtown. The costs of any City services required or
requested in support of these Ongoing Services shall be allocated to the SLODA
consistent with City policies applicable to other not for profit entities and pursuant to the
terms of the Agreement.
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1. Parking/Transportation
a. Distribute employee and customer parking brochures to targeted groups.
b. Work closely with City staff to analyze and make recommendations to the City
Council on ways to address employee parking issues.
c. Work closely with City staff on the development of downtown construction
public information programs.
2. Programming in Plaza
a. Explore other event ideas such as movies, art fairs, poetry, etc.
3. Downtown Maintenance
a. Continue to cooperate with Public Works Department staff to determine sidewalk
scrubbing schedule.
b. Disseminate cleanliness and safety information to members through publications
and presentations.
c. Work with City staff to get trash and recycling receptacles cleaned.
d. Continue Downtown Forester program in assisting with tree maintenance.
4. Economic Development
a. Work closely with City staff when developing marketing strategies for retail
services and continue to implement Strategic Plan goals to maintain.downtown
retail health.
b. Continue to facilitate business recruitment and retention in the Downtown.
c. Continue to coordinate with City and Chamber of Commerce to get information to
visitors on Downtown retail/shopping opportunities.
d. Strengthen collaboration efforts with the Chamber.of Commerce and other
business and visitor groups to increase effectiveness of local and regional
marketing.
e. Get word out to downtown retailers and restaurants when conferences/events are
in town and encourage them to do direct marketing/outreach.
5. Organizational Capacity
Keep the City apprised of the status of SLODA's long term strategy for the fiscal
sustainability of the SLODA, including strategies to:
a. Maintain economic vitality and independence of the organization
b. Identify options for development of other funding sources to be considered,
pursued, and/or secured to supplement the organization's activities;
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c. Evaluate internal organization, and committee structure, and allocation of
resources to identify changes needed to most effectively implement SLODA's
mission and goals.
ADDITIONAL PROVISIONS:
Higuera Street
The SLODA partially funded the installation of electrical conduit in Higuera Street to
accommodate the potential for future electrical connections for use by Thursday Night
Promotions vendors. A further capital project will be required to facilitate such
connections. The City and SLODA have agreed to,work toward accomplishing the
connections over the term of the Agreement. However, SLODA recognizes that the
completion of such a project will require additional funding and the parties agree that the
cost allocation relating to the provision of such connections and post-installation
maintenance issues, such as electrical service costs, are subject to further negotiation.
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ATTACHMENT ' q
Exhibit B
INSURANCE REOUIREMENTS: Consultant Services
1. Insurance. Contractor shall procure and maintain for the duration of the contract'
insurance against claims for injuries to persons or damages to property that may arise
from or in connection with the performance of the work hereunder by Contractor, its
agents, representatives,employees or sub-contractors.
a. Minimum scope of insurance. Coverage shall be at least as broad as:
• Insurance Services Office Commercial General Liability coverage
(occurrence form CG 0001).
• Insurance Services Office form number CA 0001 (Ed. 1/87) covering
Automobile Liability, code 1 (any auto).
• Workers' Compensation insurance as required by the State of California
and Employer's Liability Insurance.
• Errors and Omissions Liability insurance as appropriate to Contractor's
profession.
b. Minimum limits of insurance. Contractor shall maintain limits no less than:
• General Liability: $1,000,000 per occurrence for bodily injury, personal
injury and property damage. If Commercial General.Liability or other
form with a general aggregate limit is used, either the general aggregate
limit shall apply separately to this project/location or the general
aggregate limit shall be twice the required occurrence limit.
• Automobile Liability: $1,000,000 per accident for bodily injury and
property damage.
• Employer's Liability: $1,000,000 per accident for bodily injury or
disease.
• Errors and Omissions Liability: $1,000,000 per occurrence.
C. Deductibles and self-insured retentions. Any deductibles or self-insured
retentions must be declared to and approved by the City. At the option of the
City, either: the insurer shall reduce or eliminate such deductibles or self--insured
retentions as respects the City, its officers, officials,employees and volunteers; or
Contractor shall procure a bond guaranteeing payment of losses and related
investigations, claim administration and defense expenses.
d. Other insurance provisions. The general liability and automobile liability
policies are to contain, or be endorsed to contain,the following provisions:
• The City, its officers, officials, employees, agents and volunteers are to
be covered as insureds as respects: liability arising out of activities
performed by or on behalf of Contractor; products and completed
operations of Contractor; premises owned, occupied or used by
Contractor; or automobiles owned, leased, hired or borrowed by
Contractor. The coverage shall contain no special limitations on the
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scope of protection afforded to the City, its orricers, official, employees,
agents or volunteers.
• For any claims related to this project, Contractor's insurance coverage
shall be primary insurance as respects.the City, its officers, officials,
employees, agents and volunteers. Any insurance or self-insurance
maintained by the City, its officers, officials, employees, agents or
I volunteers shall be excess of Contractor's insurance and shall not
contribute with it.
• Any failure to comply with reporting or other provisions of the policies
including breaches of warranties shall not affect coverage provided to the
City, its officers, officials,employees,agents or volunteers.
• Contractor's insurance shall apply separately to each insured against
whom claim is made or suit is brought, except with respect to the limits
of the insurer's liability.
• Each insurance policy required by this clause shall be endorsed to state
that coverage shall not be suspended, voided, canceled by either party,
reduced in coverage or in limits except after thirty (30) days' prior
written notice by certified mail, return receipt requested, has been given
to the City.
e. Acceptability of insurers. Insurance is to be placed with insurers with a current
A.M. Best's rating of no less than ANII.
Verification of coverage. Contractor shall furnish the City with a certificate of insurance
showing maintenance of the required insurance coverage. Original endorsements effecting
general liability and automobile liability coverage required by this clause must also be provided.
The endorsements are to be signed by a person authorized by that insurer to bind coverage on its
behalf. All endorsements are to be received and approved by the City before work commences.
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