HomeMy WebLinkAboutMOA between City and Fiero Lane Water CoFIRST AMENDMENT TO
MEMORANDUM OF AGREEMENT BY AND BETWEEN THE CITY OF
SAN LUIS OBISPO AND THE
FIERO LANE WATER COMPANY
This First Amendment to Memorandum of Agreement ("First Amendment") is made and
entered into this Zig► day of r K- , 2419 (the "Effective Date") by and between the
City of San Luis Obispo, a municipal corporation and charter city, (hereinafter referred to as
"CITY") and, Fiero Lane Water Company, a California corporation (hereinafter referred to as
"COMPANY"). CITY, and COMPANY shall hereinafter be referred to collectively as
"PARTIES".
RECITALS
WHEREAS, on !Kk 9 , CITY and COMPANY entered into a Memorandum of
Agreement ("MOA") which set forth certain terms and conditions regarding the possible
annexation of the COMPANY's service area into the CITY, including, but not limited to, the
provision for interim water and sewer service and the upgrade and transfer of certain portions of
COMPANY's water and sewer infrastructure to CITY. All capitalized terms not defined herein
shall have the same meaning as set forth in the MOA;
WHEREAS, by this First Amendment, the PARTIES wish to: (i) clarify what impacts fees
COMPANY owes for any further development within the Area after the Effective Date of the
MOA and Annexation of the Area into City; and (ii) adjust the Schedule in the MDA, as more
particularly described in Section 9 of the MOA.
NOW, THEREFORE, in consideration of the mutual promises, covenants and
agreements stated herein, the PARTIES agree as follows:
1. Water, Wastewater, and Recycled Water- Development Impact Fees --
COMPANY agrees to pay any water and sewer development impact fees in place as of the
Effective Date of the MOA and the fees identified for the City's replacement of the Airport sewer
pump station to serve the Arca for any existing development and any future development within
the Area which receives a building permit from the County of San Luis Obispo prior to the date of
Annexation, in the amounts described in Exhibit "3 & 4" of the MOA. These fees, including any
impact fees may be financed by CITY through land based financing or other equivalent means
under terms outlined and negotiated during the financing of said impact fees. All impact fee
payment(s) shall be paid at time of Annexation.
2. Term and Termination of Agreement — The Schedule described in Section 9 of
the MOA is hereby amended as set forth in Exhibit "1" attached hereto and incorporated herein.
3. Incorporation of MOA. All provisions of the MOA, as amended hereby, shall
remain in full force and effect and unchanged, except as provided herein. If any provision of this
First Amendment conflicts with the MOA, the provisions of this First Amendment shall control.
4. Counterparts — This First Amendment may be executed in counterparts.
IN WITNESS WHEREOF, this First Am is executed on the date above stated, at San
Luis Obispo, California.
CITY OF SAN LUIS OBISPO
FIERO LANE WATER COMPANY
rn� 1 J�' WvfvtoII NO
By: By;
HeilHar on, M yor Zl tgl
Its:
ATTEST
Teresa Purrington, City C er
APPROVED AS TO FORM
Lo
Christine Dietrick, City Attorney
2
Annexation Task List and Schedule (Section 9)
Fiero Lane Water Company
revised 3-6-19
Nate: The schedule for uncompleted tasks requires timely action on the part of the FLWC, City, County, and CSDA (50P), As such, the dates are not within the sole control of FLWC and may
need to be adjusted accordingly.
Task No.
Description
Original Comte etion Date per
OA
Actual Completion Date
Proposed Completion Date Comments
1
rewTas Draft MCA -staff level
10/16/2015
10/16/2015
2
FLWC to organize written majority support forannexation
Complete
11/15/2015
3
4WC Board approves and executes MCA
TBD
12/11/2015
4
FLWC Submits Application for Annexation
Complete
3/31/2015
5
PC Hearing 42
Complete
Not applicable
6
Gty Councg Hearing pl(ceuncil approves and executes MCA, starting
annrxarron and ok's pursuing La nd based financing)
12/1/2015
12/15/ 2015
tAKO application submittal Rl
7
AWiCli no (0ty) petitions LAFCO for approval of interim water and
December 2016
3/15/2016
rvs:awatcr sere
R
51Q County approves use of gravity sewer main in Fiero Lane
1/1/2016
7/1/2016
task was orlginally contemplated as a City,/County function. The
&"Parwassisted in the resolution via a jointly signed letter after
Co^'.P",;ed negotiations.
`.WC provides City written confirmation from RWQC8 that East Airport can
9
linher roloxty the existing wastewater treatment facility operated by the
Complete
2/23/2016
CIUMPA81Y or install a new wastewater treatment facilry on their premises.
10
FLWC prepares plans and bonding estimate for interim service connection
1/1/2016
5/16/2016
Pre-moaalingfor permanent connection was performed first prior toOry
11
FLWC posts bond or cash equivalent for removal of interim service
N/A, <$2000 so included in
cndorn-rent of interim eon nation.
:OnIK[tgrt, end inhiAMS constructon
1/1/2016
y'OMsit
12
Gty approves interim service plans (assuming 1 round of comments)
1/15/2016
8/10/2016
13
LASKO Review Hearing nl Interim Connection
Applicant An neiatian Submittal to City
February/March 2016
4/21/2016
Application and fee submitted
Iappiicanl provides all materials needed by application checklist and
on 3/31/2015, Additional
14
revwwin B*EPawnent2 including mapped irnfrastruvure and a model
or: or before 4/1/2016
materials provided per City
showittp performance of proposed system once hooked up to City uellfles.)
request prior to interim service
on 3/23/2016
15
InterNn water and sewer service begins
on or before 4/1/2016
812£/2016
16
FLtVC oempkles Engineering Study for water and sewer infrastructure, wnr[I�
7/1/2016
Mee Site analysis a nd water me in configuration included, but
Arm the basis of the SLIP Engineer's Report iJ
3/2512016
Confirmation needed on sewer connections from Gry gravity main / rift
nation pfp)f4i.
Al this po'snt in the original schedule, annexation was to proceed to completion
prior to securing funding, with the
city taking the lead on the Propoe"rtion
218 protest The tasks below have been reoriented to accommodate the Ciity's
and
funding will be secured firs„ allowl rig annexation to occur following funding
so the City can oversee the preparation
of engineering mans and
revised approach,
construction inspections for the infrastructure
improvement,.
17
County to adapt SLIP/CSCDA Resolution, consenting use ofthe SCIP Program
Not in original MCA
9/11/2018
18
City to adopt SLIP/CSCDA Resolution, consenting use of the SLIP Program
Nat in crlginal MCA
11/3/2018
19
Formal application for SCIP funding for Fiero Lane annexation
Not in original MCA
I
I 11/2612018
20
City/Fero Applyfor LAFCO Extension
Not in original MCA
March 2019
21
LAFCO conducts public hearing on Outside Uses Agreement Extension
Not in original MCA
March 2019
Requesting a 1-year extension, to March 2020
22
Lity confirms scope of sewer improvements necessary jifany)prior to
For inclusion in SLIP Engineer's Report. Company is also in discussions
mplemertation of new gravity sewer and lift station
Not in original MOA
3/1/2019
With SLO Co on street reha biiitation casts, though property -owner
Funding will be assumed if necessary.
23
SOP Staff prepares Engineer's Report for Preposition 218 Process
Not in original MCA
6/1/2019
`iming to be confirmed by SLIP staff
24
ICSCDA/SCIP Resolution of Intention
Not in original MCA
August 2019
25
SCIP Funding Confirmed and Available
Not in original MCA
October 2019
26
Cirty Council 42 Council approves and executes LAFCO Annexation, Service
CAN, elected to defer annexation until after funding becomes available
Authorization, Addendum
May 22, 2019
(April 20171
27
LAFCO application snbmitWl#2
Applicant (City) formally petitions LAFCO for approval of annexation
June 2019
28
LAFCO Review Nearing 42, completing annexation
august -September 2019
Final action by LAFCO to cancide with 2019 Extension request
Preparation of detailed construction documents for permanent connections,
29
meet rehabilltation, and meter replacement (scope of sewer improvements
February 2020
Includes City approval process
to be confirmed)
-0
City files Boundary Map- Secure State Board of Equalization approval•
Finalize annexation
April-MiiV 2020
31
Property Owners secure City Business Licenses
I
April -June 2020
32
Construction of water and sewer improvements is completed, along with
mSDrvCtjan
strut
Cbegins after annexation approved and Funds become
Items referenced In MCA Sec
Section 3d, new meters s et, impact fees are paid.
July 2020
¢vailiiblk
FLWC provides Gty parcel for construction of new lift station and easement
33
for rim graairy main in Fero Lane,
July 2020
34
If nOMWry, FLWC relocates wastewater treatment plant to East Airport amo
TBD
pending East Airport discussions, may not be necessary
Exhibit 4
Required Infrastructure Improvements
Fiero Lane Water Company (FLWC) will perform a water and wastewater systems engineering
analysis and design to bring their facilities to CITY standards prior to CITY acceptance of those
facilities for CITY maintenance and operation. FLWC intends to complete the analysis prior to
annexation, so that costs can be established. Required, documents, submittals and improvements
identified to date are shown below. Additional documents, submittals, improvements or
modifications to the list of improvements may be required following completion of the analysis
and design and concurrence of the CITY and FLWC. The CITY reserves the right to determine
which infrastructure it will accept as CITY responsibility and which will remain the
responsibility of others. FLWC will be responsible for funding, design and construction of the
required improvements.
1. General Water and Wastewater: Mali of the entire FLWC service area including
parcels and owners and size of buildings. Map shall include all infrastructure
servicing the Morabito Burke service area.
2. Annual and monthly records of water pumping, distribution and consumption and
wastewater generation, treatment and disposal.
3. All permits, records, agreements and reports required by regulatory agencies for
water and wastewater such as but not limited to; Regional Water Quality Control
Board, State Water Resources Control Board, EPA, County of San Luis Obispo,
California Department of Health.
4. All letters, reports and correspondence to regulatory agencies including but not
limited to; Notice of Violation(s), violation(s), fines and penalties, settlement
agreements, inspections, Notice of Intent, application for waste discharge.
5. All records of water and wastewater infrastructure installation.
6. All records of water and wastewater maintenance and capital replacement.
7. All water meter reads for the last 3 years.
8. Monthly water and wastewater service rates.
9. Map of all infrastructure, included but not limited to water mains, valves, water
meters, water boxes, fire hydrants, air vacs, service laterals, gravity sewers, manholes,
laterals.
10. List and map of record easements.
11. Draft schedule for all submittals and construction improvements prior to annexation.
Potable Water:
I. Record easements for CITY facilities on private property.
2. Pressure and leak test existing water mains that will become CITY facilities (Fiero Lane
only).
3. Public and private water mains shall be sized to meet fire flow requirements.
4. Decommission and dismantle of groundwater collection, treatment, and pumping
facilities.
5. Replace fire hydrants with CITY standard hydrants.
6. Replace all water meters. Meters shall be properly sized, accurate and meet City
standards.
7. Water Services shall be upgraded to current City standard.
8. Backflow preventers shall be installed where recommended by County Cross Connection
Inspector.
9. Isolation valves shall be installed.
Wastewater:
1. Work with the CITY and County Airport to facilitate the CITY takeover of that portion
of the Airport gravity sewer line in Fiero Lane.
2. Replace or rehabilitate failing portion of the Airport gravity sewer line — Manhole M17-
15 to M 17-8.
3. Fiero Lane System — Manhole M17-18 — cut open pipe to expose invert and access flow.
Manhole M17-18 to M17-19 — correct grade defects.
4. Tie over eight (8) sewer laterals on Fiero Lane to the Airport gravity sewer line or new
City gravity main in Fiero Lane, if available. Any necessary repairs to private laterals
shall be made by FLWC prior to tie over.
5. Abandon existing FLWC gravity main once laterals are tied over to deeper airport gravity
line.
6. The wastewater treatment system will be decommissioned, removed and left for
COMPANY to salvage or dispose in accordance with state standards.
7. Temporary and permanent easements shall be granted to the City for replacement of the
existing gravity main in Fiero Lane and the existing Airport sewer pump station. This
may include the site of the existing FLWC wastewater treatment system site, or another
suitable site. FLWC will provide recorded permanent easement to the City of San Luis
Obispo for the site of the existing FLWC wastewater treatment system for the
construction of a City lift station to serve the area. The FLWC existing electrical service
will be provided to the City. Clear access will be provided to the easement area from
Fiero Lane.
8. The leach fields behind Clarion Court will be abandoned in accordance with applicable
code after all Clarion properties are connected to the City wastewater collection system
via private gravity or private force main connections.
Storm Drainage Infrastructure:
The existing stormdrain within the existing County right-of-way is owned and maintained
by the County. The Company shall coordinate with the County to arrange for the
inspection and cleaning of the stormdrain system. In the event the County is unwilling to
perform the work prior to annexation, the City and Company shall work cooperatively to
arrange for an alternative means of cleaning with concurrence and permission from the
County.
Street Infrastructure:
1. The COMPANY will construct improvements and upgrades to Fiero Lane so as to bring
the street infrastructure into a "state of good repair". For purposes of this requirement, the
definition of state of good repair includes:
a. Upgrading traffic control signs and markings to meet current federal, State
and City standards; and
b. Upgrade street crossings to meet Federal and City ADA ramp and crossing
standards
c. Perform pavement maintenance as needed to meet City minimum pavement
condition index requirements.
d. Remove and replace any damaged sections of sidewalk.
2. It is the intent of the agreement that Old Santa Fe Road south of the City/County
boundary line, located immediately south of the Santa Fe Bridge, will remain under
County jurisdiction after annexation of properties on Clarion Court. If as part of the
LAFCO process, the City is required to take all, or part, of Old Santa Fe Road under City
jurisdiction, the following requirements shall be required. The COMPANY will construct
improvements and upgrades to Old Santa Fe Road, that is to be annexed to the City, so as
to bring the street infrastructure into a "state of good repair". For purposes of this
requirement, the definition of state of good repair includes:
a. Upgrading traffic control signs and markings to meet current federal, State
and City standards; and
b. Upgrade street crossings at Clarion Court and the mini storage property to
meet Federal and City ADA ramp and crossing standards
c. Perform pavement maintenance as needed to meet City minimum pavement
condition index requirements.
The limits of required improvements begin at the south side of the existing bridge across the East
Fork of San Luis Creek and terminate at the cul-de-sac fronting the mini storage property. No
improvements to the bridge are proposed.