HomeMy WebLinkAbout05/05/2009, C9 - DONATION AGREEMENT AND FUNDING FOR RAILROAD SAFETY TRAIL PHASE 4A, SPECIFICATION NO. 90821 (FOOTHIL I '
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council Dk 5/0W008
j ac,Enaa Report
CITY OF SAN LUIS OBISPO
FROM: Jay D. Walter,Director of Public Works
Prepared By: Peggy Mandeville,Principal Transportation Planner
SUBJECT: DONATION AGREEMENT AND FUNDING FOR RAILROAD SAFETY
TRAIL PHASE 4a,SPECIFICATION NO. 90921 (FOOTHILL
BOULEVARD TO CAMPUS WAY)
CAO RECOMMENDATION
1. Accept a $50,000 donation from the Monday Rotary Club of San Luis Obispo to pay for
wrought iron safety fencing along Phase 4a of the Railroad Safety Trail.
2. Authorize the Mayor to execute the donor agreement which outlines additional Railroad
Safety Trail fundraising efforts by the Monday Rotary Club.
3. Advance funding in the amount of $292,000 from transportation impact fees, pending the
receipt of additional donations,to complete the design and construction of Phase 4a.
DISCUSSION
Background
In 2001 the City adopted a route plan for the Railroad Safety Trail bikeway paralleling the
railroad tracks between the Amtrak train station and Foothill Boulevard. Since that time the City
has been moving forward to implement the plan. Most.recently, on March 18, 2008, the Council
authorized staff to advertise for bids for the construction Phase 4 between Highway 101 and
Foothill Boulevard.
Last summer City staff met with Cal Poly University and Union Pacific Railroad (UPRR)
employees to discuss safety issues resulting from trespassing on the railroad property near Cal
Poly. At that meeting, the staff notified Cal Poly and UPRR that the City would be addressing
the issue south of Foothill Boulevard by installing wrought iron fencing as part of the Railroad
Safety Trail Phase 4 bikeway project. A few months after this meeting, Cal Poly notified the
City that they would be addressing the issue on campus by constructing a similar bikeway and
wrought iron fencing along the railroad tracks between Campus Way and Mustang Stadium in
Summer 2008. To physically connect to Cal Poly's bikeway, the City's bikeway system needs to
be extended approximately 500 feet from the intersection at Foothill Boulevard north to Campus
Way, which is the City limit line(see Attachment 1, Location Map).
Monday Rotary Club Donation
The Monday Rotary Club of San Luis Obispo learned of the 500 foot long gap (or as they call it,
"the missing link') and their current board led by President Roxanne Carr voted to take the
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Railroad Safety Trail Phase 4a Page 2
project on as its fust official "Clean and Green Project"to help the environment(see Attachment
2, Letter of Intent). Their commitment to the project includes:
I. Donating $50,000 to the City for wrought iron safety fencing that will separate the bikeway
from the railroad tracks. Since the safety fencing is currently estimated at $30,000, the
Rotary has indicated that any left over funds could be put toward the construction of the bike
path.
2. Spearheading a community wide fundraising effort to pay for the construction of the"missing
link"bikeway(estimated at$307,000).
Over the years the Rotary Club of San Luis Obispo has worked with the City on a number of
successful projects including the Mitchell Park bandstand, the picnic pavilion at Laguna Lake
Park, the amphitheater at Mission Plaza and fencing at the Jack House.
Per the City's Donation Policy, all donations which exceed $5,000 in value must be accepted
through a written agreement and approved by the Council. Staff has reviewed the proposal and
finds it consistent with the City Donation Acceptance Policy(see Attachment 3).
Project Funding
A Capital Improvement Plan(CII')project for the 500 foot"missing link"was not proposed at part
of the 2007-09 Financial Plan because at the time Cal Poly had no plans to provide a bikeway
extension. Now that they are, staff recommends that a physical connection be made between the
two bikeways so a continuous route can be provided when the two paths are completed this
summer.
In addition to donating $50,000 for safety fencing for the "missing link", the Monday Rotary Club
is actively undertaking a fundraising effort (information about the effort can be found at
www•rr milfund.org) to pay for the construction of the trail estimated at $307,000. Staff fully
expects the Rotary to meet their fundraising goals, however, to ensure that the money will be there
when it is needed, staff recommends that transportation impact fee (TIF) funds be advanced to the
"missing link"project (identified by the City as Phase 4a) to pay for environmental review, design,
and any shortfall in construction funding. The estimated project costs of the Railroad Safety Trail
Phase 4a project are shown below:
Phase 4a Estimated Pro'ect Costs
fE!st!imated Cost
Environmental Review 5 000
Design 0,000Construction(including fencing at$30,000) 7 000
Total Project Cost $342,000
As reflected above,the project is estimated at$342,000 of which$50,000 will be provided by the
Monday Rotary Club of San Luis Obispo for wrought iron safety fencing and other project costs,
with an unknown additional amount of funds raised by the Rotary Club through their"clean and
green"fundraising effort.
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Railroad Safety Trail Phase 4a Page 3
CONCURRENCES
The Bicycle Transportation Committee has been notified of the Railroad Safety Trail Phase 4a
project and the proposed donation. The Committee supports the City and Rotary efforts to
expand the City's bicycling facilities, and more importantly, the Railroad Safety Trail, which is
identified along with the Bob Jones City-to-Sea Trail as the highest priority projects in the City's
Bicycle Transportation Plan.
Other supporters of the Rotary's fundraising efforts for Phase 4a of the Railroad Safety Trail
include the San Luis Obispo County Bicycle Coalition, SLO Regional Rideshare, Cal Poly,
ECOSLO, the Land Conservancy of San Luis Obispo County, the San Luis Obispo Chamber of
Commerce and the San Luis Obispo Bicycle Club.
FISCAL IMPACT
As part of the 2005-07 Financial Plan, the Council budgeted$624,000 in TIF funds for the Railroad
Safety Trail Phase 4 project(Highway 101-Foothill Boulevard). Since that time,the City received
a $541,800 Bicycle Transportation Account grant for the same project. Based on current Phase 4
project cost estimates, staff anticipates that$292,000 in TIF funds will available to advance funds
for Phase 4a,pending the receipt of additional donations.
The following summarizes current and proposed Phase 4 and 4a project costs:
Project Costs
Current Change Revised
Phase 4 Phase 4a Tot-al
Land Acquisition 7,500 7,500
Design 47,300 30,000 77,300
Environmental Review 5,000 5,000
Construction 819,000 307,000 1,126,000
Total $873,800 $3429000 $1,2159800
Project Funding Sources
Current Change Revised
Phase 4 Phase 4a Total
TIF 624,000 (292,000) 332,000
TIF Advance 292,000 292,000
BTA Grant 541,800 - 541,800
Donation 50,000 50,000
Total $1,1651800 $50,000 $19215,800
ALTERNATIVES
1. Deny the donation. This is not recommended because the donation will pay for safety
fencing and provide funding for a previously unfunded section of the Railroad Safety Trail.
Additionally, the donation demonstrates a true community partnership in the bikeway project
which will be looked at favorably when the City applies for future grant applications.
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Railroad Safety Trail Phase 4a Page 4
Finally, this project will help implement two Major City goals (Bikeway Improvements and
Traffic Congestion Relief).
2. Do not advance funding for the balance of the Phase 4a project. The Monday Rotary
Club has committed to raising funds for the balance of the project. However, given Cal
Poly's plans to construct a similar bikeway and wrought iron fencing along the railroad tracks
between Campus Way and Mustang Stadium in Summer 2008, we believe it makes sense to
begin design now and provide assured funding for construction via an advance if needed from
available TIF funds.
ATTACHMENTS
1. Project Location Map
2. Letter from Monday Rotary Club of San Luis Obispo
3. City Donation Acceptance Policy
4. Donor Agreement
T:\Council Agenda Reports\Public Works CAR\Transportation\RRST Phase 4a.doc
FA
ATTACHMENT Z
a
Rotary Club of San Luis Obispo
P. O. Box 833
San Luis Obispo, CA 93406-0833
Phone:805-550-2420
April 22,2008
TO: San Luis Obispo City Council
Honorable Mayor and City Council Members:
The Rotary Club of San Luis Obispo is pleased to announce its first official"Clean and Green
Project,"which we dedicate to raising money for the 500-foot section of the City's Railroad
Safety Bicycle and Pedestrian Trail,presently unfunded.We have nicknamed this section
between Foothill Avenue and Cal Poly the"Missing Link." We hope that the funding and extra
community energy we contribute will facilitate completion of this"Missing Link"simultaneously
with the two portions of the Trail which it connects. Our goal is to help make safe,car-free
transportation between Cal Poly and Downtown a reality in the very near future.
My Rotary Board and I have approved a two-phase strategy to accomplish this goal—cash
donations from members and a three-month community fundraising campaign. During the fust
phase,we are making a direct donation in the amount of$50,000,to be applied toward the
installation,labor and materials for the safety fencing needed for the completion of this section.
We hope to make another sizeable donation after our Spring Fundraiser,the Rotary Annual
Cadillac Event scheduled for May 17t°of this year.
Additionally,we have conducted a grassroots fundraising campaign in coalition with other
sponsors,listed in the enclosed brochure. The brochure has been sent to selected homes in the
City and is also being distributed by our sponsors. The funds raised during this second phase will
be donated to the City in June of this year.
We hope you will accept this donation to the City in accordance with the City's Donation
Acceptance Policy. Our thanks go out to past and present City Councils and staff who have
worked for decades planning and securing the rights for this Bicycle Path. We are especially
grateful to Peggy Mandeville,Principal Transportation Planner for the City,for all her
professional advice,enthusiasm and nearly daily help on behalf of this project.
Sincerely,
&neCarr
President,2007-2008
Vt �W
ARACHMENT
Section 760
DONATION POLICY
RESOLUTION NO.8965(1999 Series)
A RESOLUTION OF THE COUNCIL OF THE CITY OF SAN LUIS OBISPO
ADOPTING A CITY DONATION ACCEPTANCE POLICY
WHEREAS, individuals, community groups, and businesses may wish to make
donations to the City in either cash or in-kind contributions that enhance projects,facilities,and
programs:and
WHEREAS,the need fbr projects, facilities, and programs exceeds the City's ability to
fund all such needed projects;and
WHEREAS,it is an acceptable and appropriate practice to accept donations,in order to
enhance City programs and/or facilities to provide a higher level of service to the public.
NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of San Luis
Obispo hereby adopts the following policy concerning the acceptance of donations:
1. The donation must have a purpose consistent with City goals and objectives
2. The City may decline any donation without comment or cause.
3. The donation will not be in conflict with any provision of the law.
4. The donation will be aesthetically acceptable to the City.
5. The donation will not add to the City's workload unless it provides a net benefit to the
City.
6. The donation will not bring hidden costs such as starting a program the City would be
unwilling to fund when the donation was exhausted.
7. The donation places no restriction on the City,unless agreed to by the City Council.
8. The donation shall become property of the City.
9. All donations will receive recognition appropriate to the level and nature of the donation
as determined by the City. For those of a capital nattm that may be in the Sorin of
signage, marking, or naming. Any naming of Parks and Recreation facilities shaII be
consistent with City policy on the naming of such facilities as set forth in Resolution
8621 (1997 Series). Regardless of the recognition strategy selected,the intent shall be to
appropriately honor the donor for their contribution to the community.The appearance of
traditional commercial advertising shall be avoided.
10.Donations exceeding $5,000 shall be accepted through a written agreement consistent
with these guidelines and approved by the City Council. In-kind capital donations will be
subject to nortnal City review,permitting,inspection,and insurartce requirements.
Upon motion of Council Member Marx seconded by Council Member Ewan,and on the
745-1 n
ATTACHMENT
Donation Policy
Resolution No.8965(1999 Series)
Page 2
following roll call vote:
AYES: Council Members Ewan,Marx,Schwartz,Vice Mayor Romero and Mayor
Settle
NOES: None
ABSENT: None
The foregoing resolution was adopted thish day of September, 1999.
Mayor Allen S e
ATTEST:
r
1
Lee Pace.City Cle
APPROVED AS TO FORM:
1e o e Attorney
745-2
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ATTACHMENT
City of San Luis Obispo Donor Agreement
THIS AGREEMENT is made and entered into in the City of San Luis Obispo on
this day of , 2008 by and between the
CITY OF SAN LUIS OBISPO, a municipal corporation,hereinafter referred to as "City",
and the Rotary Club of San Luis Obispo (Rotary Charities), hereinafter referred to as
"Donor."
WITNESSETH:
WHEREAS, the Donor desires to donate$50,000(hereinafter referred to as "Donation");
toward the construction and installation of safety fencing for the"Missing Link"section
of the Railroad Safety Bicycle and Pedestrian Trail parallel to the railway between
Foothill Blvd. and Cal Poly's Campus Way("Section"); and
WHEREAS, the Donor also is seeking more funds from within Rotary and, in April, May
and June,2008, is leading a grass roots fund raising effort--with the volunteer assistance
of the Environmental Center of San Luis Obispo ("ECOSLO")and with the support of a
broad range of businesses,agencies and nonprofit groups—to solicit donations towards
completion of said Section; (hereinafter referred to as "Donation");
WHEREAS, acceptance of the Donation is consistent with City Policy as set forth in
Resolution No. 8965 (1999 Series);
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 the Donation.
2.DONOR'S OBLIGATION:
Donor shall perform as follows:
• Donation to the city of$50,000 when the contractor,date and contract price for
installation of the safety fencing is determined by the City and communicated in
writing to Donor;
• Donation of funds Donor and community groups raise, which are specifically
earmarked towards the completion of said Railroad Safety Bicycle Trail;
• Donor shall comply with the City's standard liability insurance and
indemnification requirements, as specified by the City's Risk Manager.
3. CITY'S OBLIGATION:
City shall perform as follows:
ATTACHMENTIT
i Coordinate and provide oversight to the project to ensure that the project
conforms to City specifications; and
• Assist donor in shepherding the project through the City's review and approval
processes.
• Indemnify donor from any alleged liability arising from donor's donation, which
is purely monetary.
4. RECOGNITION:
The Donor shall be recognized in the following manner:
a)The donor shall be permitted, with City approval to install a plaque on project
premises, honoring persons or organizations at the discretion of the donor, in accordance
with City specifications.
b)Dedication of section of bicycle path: At such time as the section is completed, City
shall hold a ceremony at which Donor and members of the organization shall receive
appropriate recognition.
c) The City shall schedule the Rotary's request for naming rights of said section of the
Railroad Safety Trail on the City Council meeting agenda if donor and community
groups mobilized by donor raise more than 50%of the cost to complete this section of the
trail currently estimated at$307,000;
5.TAX STATUS OF CITY:
City hereby confirms that City is an organization described in Section 501( c)(3) and
170(b)(1)(A)(v)of the Internal Revenue Code, to which contributions are deductible for
Federal income tax purposes to the extent provided in Section 170 and all other
applicable sections of the Code. Donor acknowledges and understands that it should
consult with its tax consultant as to the deductibility of the Donation for Federal income
tax purposes.
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.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 Administrative Officer of
the City.
8. 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:
�L�i- C111i':i- k
City Clerk City of San Luis Obispo
990 Palm Street
San Luis Obispo, CA 93401
Rotary Club of San Luis Obispo
P.O. Box 8 3 3
San Luis Obispo, CA 93406
9. AUTHORITY TO EXECUTE AGREEMENT.
Both City and Donor 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
ply
IN WITNESS WHEREOF,the parties hereto have caused this instrument to be executed
the day and year first above written.
CITY OF SAN LUIS OBISPO,A Municipal Corporation
By: Mayor, David Romero
DONqR
By: Roxanne Carr, President 2007-2008, Rotary Club of San Luis Obispo
ATTEST
By: Audrey Hooper, City Clerk
APPROVED AS TO FO
By: Jonathan Lowell, City ttorney
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