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JURISDICTION MASTER AGREEMENT NO.C12022
BETWEEN
SAN BERNARDINO COUNTY TRANSPORTATION AUTHORITY
A
CITY OF REDLANDS,
THIS AGREEMENT is made and entered into as of the effective date,as defined herein,
by and between the San Bernardino County Transportation Authority (hereinafter
referred to as"SANBAG")and the City of Redlands(hereinafter referred to as"CIT)M.
RECITALS
WHEREAS, the Measure 12010-2440 Strategic Plan identified Valley Major Stet
Program-Arterial Sub-program projects eligible for partial funding from Measure 12010-
2040 revenues;and
WHEREAS,this Jurisdiction Master Agreement(AGREEMENT) is to be carried out in
accordance with the policies in the most current Measure 12010-2044 Strategic Plan,as
adopted by the SANBAG Board of Directors;and
WHEREAS, SANBAG will annually adopt a Measure I firnding allocation and project
list for the Valley Major Street Program—Arterial Subprogram, based on SANBAG's
annual budget and CITY'S Capital Project Needs Analysis(CPNA);and
WHEREAS, SANBAG will reimburse CITY for the public share of eligible project
ex `tines with Measure 12410-2040 Major Street Program- Arterial Sub-program
ffinds in an amount that is determined by SANBAG as part of its annual approval of the
Measure I allocation for that program;
NOW,THEREFORE,SANBAG and CITY agree to the following;.
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S�.t4'BAG AGS . .
1. To reimburse CITY, as provided for in Section III, within (30) days after
CITY submits to SANBAG an original and two copies of the signed voices in
the popa form covering these actual allowable project expenditures the
were
incurred byCrry, consistent with the invoicing requirements nts hf the Measure I
2010-2040 Strelegic Plan, including backup infortuation. Invoices may be
submitted.to SANBA43 as frequently as monthly.
2. To annually adopt a Measure I fwlding allocation and projeCt list 0"mnafter
referred to as-FUNDING ALLOCATION AND PROJECT LIST")for the Valley
Major Stred pro — Arterial Subprogram, based on S AG'sua1
et and CI'I rs Capital, Project Needs Analysis (CPNA) submittal to
SAN13AG for the applicable fiscal yew SA BAG will notify CITY of the
measure I allocation and the list of projects eligible for reimbursement within
qVmxhnrftly dirty (30) days of such action, which will also constitute
an&ffization for CTTY to begin invoicing for the applicable fiscal yea:
3. Except as provided below in Section II Article 8,when conductingan amt of the
costs claimed under the provisions of this AGREEMENT,to rely to the unn
extent possible on any prior audit of CITY performed pursuant to the provisions
of State and Federal laws. In the absence of such an audit,work of other auditors
will be relied upon to the extent that work is acceptable to SANBAG when
planning and conducting additional audits.
�Et;T"ION II
CITY AGREES:
1. That only eligible project-specific work activities, as set forth in SANBAG's
annually adopted FUNDING ALLOCATION AND PROJECT LIST,that also
confinin to the SANBAG Nexus Study and ate included as pdjected
expenditures in the first two years of the applicable CapW Project Needs
Andysis (CpNA) or referenced as 'oe, expenditures in the CPNA will be
eligible for reimbursement Measure I Major S Sub-
program
'or expenditures must be eligible under the Advance
EVenditure policies in Section V.0 of the SANBAG Measure I 2010-2D40
Suategic Plan Policy 40002.
2. To prepare and submit to SANDAG an original and two COPCS of signed
for reimbursement of those eligible project expensm conudned, in
SANBAG,sadoptedFUNDING ALLOCATION AND PROJECT LIST.
Invoices be m&mitted to SAN13AG as fiequently as montHy, pp to the
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cumulative allocation limit specified in the FUNDING ALLOCATION AND
PROJECT LIST.
3. To repay to SANBAG any reimbursement for Measure I costs that are
determined by subsequent audit to be unallowable within ninety (90) days of
CITY receiving notice of audit findings, which time shall include an
opportunity for CITY to respond to and/or resolve the finding. Should the
finding not be otherwise resolved and CITY fad to reimburse moneys due
SANBAG within ninety(90)days of audit finding,or within such other period
as may be agreed between both parties hereto, SANBAG reserves the right to
withhold future payments due CITY from any source under SANBAGs
control.
4. To provide(select one of two options):
A. (if no specification of reserved and unreserved accounts) the percentage
share of total eligible project expenses as specified in the most current,
approved version of the SANBAG Development Mitigation Nexus
which represents the development share.
B. (If reserved and unreserved accounts are specified) 500/6 share of total
eligible project expenses allocated to the reserved account, as documented in
SANBAQ's annually adopted FUNDING ALLOCATION AND PROJECT
LIST.
5. To maintain copies of all consultant/contractor invoices, source documents,
books and records connected with its performance under this AGREEMENT
for a minimum of five (5) years from the date of the Final Report of
Expenditures submittal to SANBAG or until audit resolution is achieved,
whichever is later, and to make all such supporting information available for
inspection and audit by representatives of SANBAG. Copies will be made and
furnished by CITY upon request,
6. To establish and maintain an accounting system conforming to Generally
Accepted Accounting Principles (GAAP) to support CITY request for
reimbursement, payment vouchers, or invoices which segregate and
accumulate costs of project work elements and produce monthly reports which
clearly -identify reimbursable costs, matching fund costs,- iridirect cod
allocation,and other allowable expenditures by CITY.
7. To prepare a Final Report of Expenditures, including a final invoice reporting
the actual eligible, project costs expended for those activities described in the
work activities, and to submit that Final Report and invoice no later thm one
hundred twenty (120) days following the completion of those expenditures.
The Final Report of Expenditures,an original and two copies of which report
shall be submitted to SANDAG,must state that these project fwds were used
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in conformance with this AGREEMENT and for those project specific work
activities described.
8. To allow for the preparation of a project-specific audit by CITY or by
SANBAG, at SANBAG's option and expense, and to cooperate in the audit as
described in Section I Article 3, upon completion of the project. The audit
must find that all fiuids expended on the project were used in conformance
with this AGREEMENT.
9. To notify SANBAG of Project Development Team (PDT) meetings, if and
when such meetings are held, and provide related communications on project
progress when requested by SANBAG.
10. As an eligible project expense, to post signs when project construction begins
at the boundaries of the project noting that project is funded with Measure I
finds. Sips shall bear the logo of San Bernardino Associated Governments.
SECTION III
IT IS MUTUALLY AGREED:
1. To abide by all applicable federal, state and local laws and regulations
pertaining to projects funded through this AGREEMENT, including policies
in the applicable program in the Measure 1 2010-2040 Strategic Plan, as
amended, as of the date of SANBAG's adoption of the FUNDING
ALLOCATION AND PROJECT LIST for the applicable fiscal year..
2. SANBAG's financial responsibility shall be (select one of two options for
each individual year of allocation);
A.(if no specification of reserved and unreserved accounts)the percentage of
actual cost for eligible project expenditures as specified in the most cumnt,
approved version of the SANBAG Development Mitigation Nam Study,up
to the cumulative allocation limit specified in the adopted FUNDING
ALLOCATION AND PROJECT LIST.
B.(if reserved and unreserved accounts are specified) 100%of actual cost for
eligible project expenditures up to the limit specified in the adopted
FUNDING ALLOCATION AND PROJECT LIST for the unreserved
account, and 50% of actual cost for eligible project expenditures up to the
limit specified in the adopted FUNDING ALLOCATION AND PROJECT
LIST for the reserved account
3. CITY may be reimbursed in a subsequent fiscal year for expenditures in
excess of the cumulative allocation limit for the current fiscal year,baud on
invoices for eligible project expenditures. SANBAG retains the option to
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reimburse CITY no more than 50019 of the public share of excess expenditures
for the current fiscal year within the first six (6) months of the subsequent
fiscal year,with the remaining 5W*to be reimbursed in the second six months
of the fiscal year. SANBAG shall inform the jurisdiction within thirty (30)
days of receipt of an invoice for the excess expenditures, if it chooses to
exercise that option,
4. If CITY does not expend fluids up to the cumulative allocation limit as
referenced in the adopted FUNDING ALLOCATION AND PROJECT LIST
within the current fiscal year, the unused portion may be applied to eligible
PROJECT expenditures in the subsequent fiscal year, in addition to the
allocation received for the subsequent year. Eligible project reimbursements
shall include only those costs incurred by CITY for project-specific work
activities that are described in the adopted FUNDING ALLOCATION AND
PROJECT LIST.
5. Neither SANBAG nor any officer or employee thereof is responsible for any
injury,damage or liability occurring or arising by reason of anything done or
omitted to be done by CITY in connection with any work, authority or
jurisdiction delegated to CITY under this AGREEMENT. It is understood
and agreed that, pursuant to Government Code Section 895.4, CITY shall
filly defend, indemnify and save harmless SANBAG, its officers and
employees from all claims, suits or actions of every name, kind and
description brought for or on account of injury inj - -(as defined by Government
Code Section 810.8) or damage occurring by reason of anything done or
omitted to be done by CITY under or in connection with any work,authority
or jurisdiction delegated to CITY under this AGREEMENT. CrrYls
indemnification obligation applies to SANBAG's "passive" negligence but
does not apply to SANBAG's "sole negligence' or "willfiil misconduct"
within the meaning of Civil Code Section 2782. CITY is an aut1wrized self-
msured public entity for purposes of Professional Liability,General Liability,
Automobile Liability and Workers' Compensation and warrants that though
its programs of self-insurance,it has adequate coverage or resources to protect
against liabilities arising out of the performance of the tams, conditions or
obligations of this AGREEMENT. SANBAG warrants that it maintains
fimmince for these purposes.
6- This Agreement is expressly subordinated to any bonds,notes,certificates or
odw evidences of indebtedness, involved in bond financings as are now
outstanding or as may hereafter be issued by SANBAG
7. The term of this AGREEMENT represent the consent of the CITY to provide
the fidl development share for the project required by the SANBAG Nexus
Study and that failure to contribute the development share acemAng, to the
terins of this AGREEMENT does not obligate SANBAG to provide
supplemental funds orotherwise remedy that failure. SANBAG may
terminate or modify this AGREEMENT if the CITY fails to perform
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according to the terms of this AGREEMENT and if this failure jeopardizes the
delivery of the project according to the terms herein.
8. SANBAG shall track the CITY equitable share of the Valley Arterial Sub-
program, including adjustments for the times-value of money based on time of
allocation of Measure I funds in the SANBAG budget.
9. The Recitals stated above are true and correct and are incorporated by this
m6mce into the AGREEMENT.
10. The effective date shall be the date upon which SANBAG executes this
AGREEMENT.
SAN BERNARDINO COUNTY CITY ofREDLANIDS
TRANSPORTATION AUTHORITY
B B
Y� Y: ?L�
Larry McCallon Pete Aguilar
President Mayor
SANBAG Board of Directors Attest:
Sav Zr'n, ity Clerk
Date: Date.
4
APPROVED AS TO FORM: APPROVED AS TO FORM:
By: By:
SANBAG Counsel City Attorney
Date: Date: 2 a Lir
CONCURRENCE:
Br-
Kathleen Murphy-Perez
Contracts Manager
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