10-1025_CALIF DEPT OF TRANSPORTATION_Cooperative Agr12—ORA-5 PM 8.58-9.35
San Juan Creek Bridge Mitigation — San Juan Creek Watershed
EA No. 12-OE5701
District Agreement No. 12-0634
COOPERATIVE AGREEMENT
THIS AGREEMENT, ENTERED INTO EFFECTIVE ON _ � 6&6� 2S , 2010,
is between the STATE OF CALIFORNIA, acting by and through its Department of
Transportation. hereinafter referred to as "STATE", and the
CITY OF SAN JUAN CAPISTRANO,
a body politic and a municipal
corporation of the State of California,
referred to herein as "CITY."
RECITALS
STATE and CITY, hereinafter referred to as "PARTIES", pursuant to Streets and
Highways Code sections 114 and/or 130, are authorized to enter into this Agreement.
2. STATE is implementing a bridge widening project on the San Juan Creek within the City
of San Juan Capistrano, hereinafter referred to as "PROJECT
3. Pursuant to consultation with Regional Water Quality Control Board, San Diego Region,
(RWQCB) for PROJECT, STATE received a Clean Water Act 401 Water Quality
Certification, File No. 09C-034 dated December 7,2009 and including any subsequent
amendments, collectively, "401 Certification' and incorporated herein by this reference.
4. Pursuant to consultation with the California Department of Fish and Game (DFG) for
PROJECT, STATE received a 1602 Agreement Regarding Proposed Stream or Lake
Alteration, Notification No. 1600-2009-0227-115 dated December 8, 2009 and any
subsequent amendments, collectively "1602 SAA" and incorporated herein by this
reference.
5. STATE now desires to satisfy D. Compensatory Mitigation for Loss of Waters of the
U.S./State condition la. of the 401 Certification and Compensatory Mitigation condition
5 of the 1602 SAA, collectively referred to herein as "PERMIT REQUIREMENTS."
6. CITY desires to assist STATE by satisfying PERMIT REQUIREMENTS.
PARTIES has determined that the estimated cost of satisfying PERMIT
REQUIREMENTS is $150,000 and will be paid for from the phase 4 allocation of the
PROJECT as described in Exhibit A, attached hereto and made a part of this Agreement.
8. PARTIES now define herein below the terms and conditions under which this Agreement
will be implemented.
SECTION I
CITY AGREES:
1. To submit an invoice to STATE. within thirty (30) calendar days of execution of this
Agreement, in the amount of $150,000, which amount represents the total cost for all
work to be performed pursuant to the terms of this Agreement. STATE may, at its sole
discretion and pursuant to an amendment to this Agreement, authorize a greater amount.
2. To promptly notify STATE in writing if CITY anticipates that the cost to perform the
work described in this Agreement will exceed the amount of $1.50,000. Further. if said
costs to perform work will exceed $150,000, CITY shall have no obligation to perform
work and incur costs above $150,000 until STATE authorizes a greater amount of funds
pursuant to a written amendment to this Agreement.
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3. To use all of STATE's funds, including any interest accrued thereon, to perform any and
all necessary work to satisfy PERMIT REQUIREMENTS, including performing the
work described in Exhibit B, Scope of Work, attached hereto and made a part of this
Agreement.
4. All work performed by CITY or performed on CITY's behalf, to satisfy PERMIT
REQUIREMENTS, shall be performed in accordance with all applicable state and federal
laws, regulations, policies, procedures, and standards.
5. To obtain any and all environmental approvals and/or resource agency agreements.
approvals, and/or permits required prior to implementation of any work described herein
this Agreement and to fully comply with any terms and conditions thereof.
6. To obtain any and all necessary property rights and/or rights of entry required prior to the
implementing any work described herein this Agreement and to fully comply with any
terms and conditions thereof. Said rights of entry shall also include rights for STATE
personnel to enter property.
7. To submit a draft Mitigation Monitoring Plan (MMP) to STATE within sixty (60)
calendar days of execution of this Agreement for STATE's review and comment. The
draft MMP shall address the requirements set forth in Exhibit B.
8. To address STATE's comments on the draft MMP and thereafter submit a final draft
MMP to STATE within fourteen (14) calendar days of receipt of STATE's comments on
the draft MMP for STATE's review and approval, if appropriate. CITY shall provide
STATE a copy of the final approved MMP.
9. To submit one (1) draft planting report to STATE thirty (30) calendar days after planting
the 1.264 acres of riparian habitat, for STATE's review and comment. Said report shall
contain all of the information described in Exhibit B.
10. To address STATE's comments on the draft planting report and thereafter submit a final
draft planting report to STATE within fourteen (14) work days of receipt of STATE's
comments for STATE's review and approval, if appropriate.
H. To submit draft monitoring reports to STATE for three (3) years (with monitoring
anticipated to begin in the year 2011 and end three years later, currently anticipated to be
year 2014) by October lst of each year. Said reports shall contain all of the information
described in Exhibit B.
12. To address STATE's comments on the draft monitoring report and thereafter submit a
final draft monitoring report to STATE by October 1st for three (3) years (with
monitoring anticipated to begin in the year 2011 and end three (3) years later, currently
anticipated to be year 2014) for STATE's review and approval, if appropriate.
13. If at any time during the three (3) year monitoring period (with monitoring anticipated to
begin in the year 2011 and end three (3) years later currently anticipated to be year 2014)
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it is determined by STATE that progress towards the success criteria, as described in
Exhibit B and hereinafter referred to as "SUCCESS CRITERIA." is not being achieved
then CITY shall implement any necessary remedial or adaptive management measures
such as replanting and/or weed control, subject to Section 1, Article 2 above.
14. To conform to the provisions of Labor code sections 1720 through 1815, all applicable
regulations and coverage determinations issued by the Director of Industrial Relations.
CITY agrees to include prevailing wage requirements in its contracts for public work.
Work performed by CITY's own forces is exempt from the Labor Code's prevailing
wage requirements.
15. To require its contractors to include prevailing wage requirements in all subcontracts
funded by this Agreement when the work to be performed by the subcontractor is a
"public work" as defined in Labor Code section 1720(a)(1). Subcontracts shall include all
prevailing wage requirements set forth in CITY's contracts.
16. Within ninety (90) calendar days of submission of the third annual monitoring report or
SUCCESS CRITERIA is achieved, whatever comes last, to furnish STATE with a
detailed statement of the total actual costs incurred by CITY. To thereafter refund to
STATE, promptly after completion of CITY's final accounting of the costs incurred, any
amount of STATE's deposits, required in Section II, Article 1, remaining after said costs
to be borne by CITY have been deducted, or to bill STATE for any additional amount
required to complete STATE's financial obligations set forth in this Agreement.
17. To retain all books, documents, papers, accounting records, and other evidence pertaining
to cost incurred, including support data for cost proposals, and to make such materials
available at the respective offices of STATE at all reasonable times. STATE, Federal
Highway Administration (FHWA), or any duly authorized representative of the Federal
Government shall have access to any books. records, and documents of CITY that are
pertinent to this Agreement for audits, examinations, excerpts, and transactions, and
copies thereof shall be furnished when requested.
SECTION II
STATE AGREES:
1. To deposit with CITY within sixty (60) calendar days of receipt of CITY's billing thereof
the amount of $150,000, which amount represents the total cost for work to be performed
pursuant to the terms of this Agreement. STATE may, at its sole discretion and pursuant
to an amendment to this Agreement, authorize a greater amount. Further, it is understood
that if CITY informs STATE that additional funds are required, as set forth in Article 2,
Section I, CITY will have no obligation to perform work and incur costs above $150,000,
unless STATE, at its sole discretion and pursuant to an amendment to this Agreement,
authorizes a greater amount.
n
2. To review and provide comments to CITY within seven (7) work days from receipt of the
draft MMP.
3. Within seven (7) work days of receipt, to review and approve, if appropriate. the draft
final MMP submitted by CITY to STATE.
4. To review and provide comments to CITY within seven (7) work days from receipt of the
draft planting report.
5. Within seven (7) work days of receipt, to review and approve. if appropriate, the draft
final planting report submitted by CITY to STATE.
6. To review and provide comments to CITY by November I' on the draft monitoring
reports prepared by CITY, and submitted to STATE for three (3) years (with monitoring
anticipated to begin in the year 2011 and end three (3) years later, currently anticipated to
be year 2014).
7. Within seven (7) work days of receipt, to review and approve. if appropriate, the draft
final monitoring report submitted by CITY to STATE for three (3) years (with
monitoring anticipated to begin in the year 2011 and end three (3) years later, currently
anticipated to be year 2014).
SECTION III
IT IS MUTUALLY AGREED:
1. All obligations of STATE under the terms of this Agreement are subject to the
appropriation of resources by the Legislature, State Budget Act authority and the
allocation of funds by the California Transportation Commission (CTC).
2. All applicable laws, rules and policies relating to the use of Federal or State funds shall
apply. notwithstanding other provisions of this Agreement.
3. Nothing within the provisions of this Agreement is intended to create rights in third
parties not party to this Agreement or to affect the legal liability of either party to the
Agreement by imposing any standard of care different than the standard of care imposed
by law.
4. Neither STATE nor any officer or employee thereof is responsible for any injury,
damage, or liability occurring by reason of anything done or omitted to be done by CITY
under or in connection with any work, authority, or jurisdiction conferred upon CITY
under this Agreement. It is understood and agreed that, CITY will fully defend,
indemnify, and save harmless STATE and all of its officers and employees from all
claims. suits. or actions of every name, kind and description brought forth under,
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including, but not limited to, tortious. contractual. inverse condemnation, or other
theories or assertions of liability occurring by reason of anything done or omitted to be
done by CITY under this Agreement.
5. Neither CITY nor any officer or employee thereof is responsible for any injury, damage,
or liability occurring by reason of anything done or omitted to be done by STATE under
or in connection with any work, authority, or jurisdiction conferred upon STATE under
this Agreement. It is understood and agreed that, STATE will fully defend, indemnify.
and save harmless CITY and all of its officers and employees from all claims, suits. or
actions of every name. kind and description brought forth under, including. but not
limited to, tortious, contractual, inverse condemnation, or other theories or assertions of
liability occurring by reason of anything done or omitted to be done by STATE under this
Agreement.
6. In the event of any breach of this Agreement by either party, the other party may enforce
this Agreement by any means available at law or in equity. In the event of litigation,
mediation or arbitration to resolve any breach of, or dispute related to this Agreement,
each party agrees to pay for their own attorneys' cost and expenses, without regard to
who prevails
7. A failure by either party to enforce any provision of this Agreement shall not be
construed as a continuing waiver, or as a waiver of the right to compel enforcement of
that provision.
8. This Agreement may be executed in several counterparts and all counterparts so executed
shall constitute one agreement that shall be binding on all of the PARTIES not
withstanding that all of the PARTIES are not a signatory to the original or the same
counterpart. If any provision of this Agreement is held invalid, the other provisions shall
not be affected thereby.
9. No alteration or variation of the terms of this Agreement shall be valid unless made by a
formal amendment executed by PARTIES hereto and no oral understanding or agreement
not incorporated herein shall be binding on any of the PARTIES hereto.
10. The time of performance and/or duties or obligations of PARTIES hereunder shall be
extended for the period during which performance was delayed or impeded by reason of
riots, insurrections, war, fire, casualty, earthquake, acts of God, or other reasons of a like
nature not the fault of the party performing such duty or obligation. Further, unless it is
the fault of the party performing such duty or obligation, then neither party shall be
required to restore any destroyed work unless additional funding is approved for such
restoration work unless the party performing such duty or obligation was at fault.
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STATE OF CALIFORNIA
DEPARTMENT OF TRANSPORTATION
CINDY McKIM
Director
r
By: 7, d4 , ��
F�anktin
Acting Deputy District Director
Capital Projects Outlay Program
APPROVED AS TO FORM
AND PROCEDURE:
By:
Deputy Attorney
Department of Transpo tion
CERTIFIEf) AS TO FUNDS:
Bys.�f . ( Z ,
Neda Saber '
District Budget Manager
CERTIFIED AS TO FINANCIAL
TERM CONDITIONS:
TM�
�WB
(� g mmistrator
h
CITY OF SAN JUAN CAPISTRANO
By:
tv
ITY Manager
APPROVED AS TO FORM:
By:
1 / f
� rl;
mar SMM66val, CITY Attorn y
Date: 16 I
EXHIBIT A
Estimated Costs for labor, materials, planting, maintenance, monitoring, and reporting. Details Pending
finalization of Final Draft Restoration Plan for Trabuco Creek/Caltrans Restoration Project
Tasks/Materials
Total Cost
Materials -Plants, compost, mulch, irrigation supplies
$55.000.
Initial Efforts (2010) Tasks 1.0 (Mitigation and Monitorin Plan) and 2.0 (Permitting)
$15,000
Labor Year I (20 I 0) Tasks 3.0 (Planting, including Planting Report), 4.0 (Maintenance), and
5.0 (Monitoringand Re ortin )
$50.000
Labor Year 2 (2011) Tasks 4.0 and 5.0
$20,000
Labor Year 3 (20 12) Tasks 4.0 and 5.0
$10.000
Total
$150,000
EXHIBIT B
Scope of Work for establishment of 1.264 acres of riparian habitat within the San Juan Creek
Watershed in Orange County
The following Scope of Work addresses the responsibilities and requirements of CITY in providing for
the planting, maintenance, and monitoring of 1.264 acres of riparian habitat mitigation plantings within
the San Juan Creek watershed, in Orange County, CA. This Scope of Work assumes a contract total of
$150,000.00 which includes labor and material cost of plants, planting, maintenance, and monitoring for
three (3) years. It is understood that all tasks will be performed in an' appropriately timed and efficient
manner. All CITY deliverables, including annual monitoring reports, shall be addressed to the following:
Chris Flynn, Chief Branch C Environmental Analysis, California Department of Transportation 3347
Michelson Drive, Suite 100 Irvine, CA 92612
Task 1.0 Mitigation and Monitoring Plan
CITY shall prepare and submit to STATE a Mitigation and Monitoring Plan (MMP) within thirty (30)
calendar days of the execution of the Agreement. This MMP will include, but is not limited to: identify
the property where the work will be performed, type of species to be planted, a map delineating areas to
be planted, stream bank stabilization measures to be employed as applicable, and erosion control
measures to be employed as applicable.
Task 2.0 Permitting
CITY shall be responsible for environmental compliance and shall obtain any and all necessary permits,
agreements, and/or approvals for the planting of the 1.264 acres of riparian habitat.
Task 3.0 Planting
Following approval of the MMP, environmental compliance, issuance of any necessary permits,
agreements, and/or approvals as well as removal of invasive/exotic species, CITY shall be responsible for
planting 1.264 acres of riparian habitat within the San Juan Creek watershed in Orange County, CA. Said
planting of the 1.264 acres of riparian habitat shall be completed in accordance with the approved MMP
as specified in Task 1.0.
Task 4.0 Maintenance
CITY shall perform all Maintenance tasks.
Maintenance activities are scheduled to take place immediately after planting and continue for three (3)
years. Maintenance is an important task in the restoration of native plant communities and includes, but
is not limited to, activities such as invasive eradication, supplemental irrigation. and planting of
additional plant material. Site maintenance will be conducted for three (3) years and will begin
immediately after re -vegetation is completed.
G''.
The maintenance schedule will be flexible enough to maintain the planting areas free of invasive species
and to ensure the required survival rate and growth of plants and seed material.
During the maintenance period, non-native invasive plants will be removed as they are identified.
Invasive control measures will include the following: (1) hand removal, (2) cutting or mowing, (3) and
chemical herbicides where approved. Hand removal will be the primary method of invasive control since
it is very effective in eliminating only the desired plants. Chemical control will be used for the highly
invasive species. Any herbicide treatment will be specified by a licensed Pest Control Advisor and
applied by a licensed Pest Control Applicator in consultation with CITY. The use of mechanical,
chemical, and hand removal methods will be used as needed and appropriate.
Riparian vegetation will be watered as needed during the establishment period to ensure long-term
survival.
CITY shall be responsible for obtaining any and all rights that are necessary to perform the work
described herein. Water shall be taken in compliance with all state and federal laws, including any
permits that may regulate such actions.
Replacement plants will be installed as needed to meet the performance criteria as defined below.
Task 5.0 Monitoring and Reporting
Success Criteria
CITY shall ensure that 1.264 acres of riparian habitat is established. The success criteria for planting
are based on the goal of obtaining self-sustaining native and regionally appropriate vegetation cover.
The criteria established to evaluate the success of the planting plan goals are as follows:
I Greater than 75 percent relative coverage of native plants within three (3) years
(proportional contribution of species cover to total vegetation cover).
2. At least three (3) native plant species established within the first three (3) years and/or
natural recruitment of native species, each with at least 10% coverage.
3. At least 50 percent viability of the foliage and stems above ground.
4. Decrease non-native invasive weeds to less than 10% cover within the first three (3) years.
Progress towards meeting the success criteria will be monitored annually at the end of the growing
season (approximately September). Annual qualitative monitoring will be performed in conjunction
with a long-term maintenance program. The entire site will be visually inspected and qualitative or
subjective determinations will be made. Estimates regarding presence or absence, population sizes,
population distribution, and population condition will be made for each species planted. In addition,
permanent photographic station locations will be established to document the progress of the
mitigation plantings over the course of the monitoring period. The locations will be chosen to
provide unobstructed views of the mitigation plantings and will be sufficient in number to
adequately document the status of the site. Photographs will be taken at these locations on an annual
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basis. Monitoring will take place for three (3) years after planting and will measure the progress
toward and achievement of the final success criteria.
Failure to meet success criteria will require re-evaluation of the site conditions followed by remedial or
adaptive management measures such as replanting and/or weed control. Replanting may occur during
the spring or fall (rainy season). If any particular species demonstrate failure -to -thrive trends (less then
50 percent viable foliage or stems), substitution with other native species will be considered appropriate.
Reporting
One (1) planting report will be submitted to STATE within thirty (30) calendar days after the planting of
1.264 acres of riparian habitat. This report will include, but is not limited to: a description of existing site
conditions; a description of site preparation; a description of the planting materials used (i.e. cuttings,
seedlings, seed, plugs, container size and source if not obtained from a commercial nursery); use of mulch
and/or fertilizers; description of plan preparation, if necessary (Le. how cuttings were obtained, size,
treatment with rooting hormone); necessity for irrigation and/or fencing; and a summary of any planting
problems and how said problems were resolved).
Monitoring results will be submitted to STATE annually. The report will include, at a minimum, name
and title of personnel conducting monitoring, maintenance. and reporting; observation dates for
monitoring activities; photo documentation; vegetation summaries; any corrective actions that were
taken, and a summary and evaluation of data for the current year compared to previous years (in the
second through sixth years of monitoring). The reports will specify the progress toward or achievement
of the success criteria. The first annual draft monitoring report will be due on October 1st the year
following the completion of plantings with subsequent draft reports due each October 1st for the next
consecutive two (2) years.
If adaptive management measures become necessary and changes are made to the planted
species/planting densities, these changes will be noted in the annual monitoring report.
If the final annual monitoring report (due October 1" in the final year of monitoring currently anticipated
to be the year 2014) indicates that 1.264 acres of riparian habitat will not be established, in whole or in
part, the cause of the failure will be identified and rectified through whatever means are considered
adequate to establish 1.264 acres of riparian habitat, including consultation with STATE.
11
Christy Jakl
From:
Christy Jakl
Sent:
Tuesday, January 31, 2012 9:03 AM
To:
Bill Ramsey; Ayako Rauterkus
Cc:
Grant Taylor
Subject:
Pending Agreements
Good Morning,
Please see the following comments on pending agreements in our office.
Bill — 2010 Cooperative Agreement with Cali Dept of Trans for Trabuco Creek Habitat Restoration —
Our office never received a fully executed copy.
Avako (Teri) — 2010 Mills Act Contract for Harrison House & Miguel Para Adobe — What is the
status? Has there been a transfer of ownership?
Ayako (Teri) — 2009 PSA with PCR Services Corporation for Montanez Adobe Native American
Monitoring — Need Insurance documents.
If you have any of the documents, please forward to our office. Let me know if you have any
questions.
Kindest Regards,
Christi Jak1
Deputy City Clerk
City of San Juan Capistrano
32400 Paseo Adelanto
San Juan Capistrano, CA 92675
(949) 443-6310 1 (949)493-1053 fax
32400 PASEO ADELANTO
SAN JUAN CAPISTRANO, CA 92675
(949) 4931171
(949) 4931053 FAx
www.sanjuancapistrano.org
TRANSMITTAL
TO:
Cindy Ngo
Cooperative Agreements Branch
District 12, Division of Design
3347 Michelson Drive, Suite 100
Irvine, CA 92612-8894
DATE: September 29, 2010
FROM: Christy Jakl, Deputy City Clerk (949) 443-6310
RE: Cooperative Agreement for Habitat Restoration
Enclosed:
(5) Original Cooperative Agreements for Habitat Restoration
MEMBERS OF THE CITY COUNCIL
SAMALLEVATO
[AURAFREESE
THOMAS W. HRIBAR
MARK NIELSEN
DR. LONDRES USO
After full execution, please forward (1) executed copy of the agreement to my attention for our
records.
If you have questions concerning the agreement, please contact Bill Ramsey, Principal
Planner at (949) 443-6334.
Cc: Bill Ramsey, Principal Planner
San Juan Capistrano: Preserving the Past to Enhance the Future
0 Printed on 10D% recycled paper
MEMORANDUM
TO: Joe Tait, City Manageri�.-
FROM: Grant Taylor, Development Services Director
000-5v
912112010
D12
SUBJECT: Reconsideration of a Proposed Cooperative Agreement with the California
Department of Transportation (CalTrans) Regarding Participation in the
Trabuco Creek Habitat Restoration Plan.
RECOMMENDATION
By motion, authorize the City Manager to execute the cooperative agreement with the
California Department of Transportation (CalTrans) for participation in the Trabuco Creek
Habitat Restoration Plan (see Attachment 1, September 21 Draft Cooperative Agreement).
SITUATION .
Caltrans has requested that the City enter into a cooperative agreement regarding habitat
mitigation on City -owned property along Trabuco Creek. Caltrans has offered the City a
contribution of $150,000 to fund the restoration of 1.264 acres of riparian habitat along
Trabuco Creek.. The City would also be responsible for monitoring the mitigation area for a
period of three years to assure the establishment of native plants within the creek corridor.
Caltrans has been required by the Resource Agencies to mitigate the impacts of planned
freeway and ramp improvements to the 1-5 southbound (SB) hook ramps at Camino
Capistrano which also require the widening of the southbound 1-5 bridge deck over San
Juan Creek and San Juan Creek Road. Consequently, the proposed mitigation would allow
Caltrans to proceed in a timely manner with completing those road improvements.
At the April 20, 2010 meeting, the City Council authorized staff to negotiate the specific
terms of a cooperative agreement with Caltrans. At that time, the substantive revisions
requested by City staff consisted of the following:
• Inclusion of a provision that would cap the City's maximum financial responsibility
under the agreement to the $150,000 amount to be contributed by Caltrans.
• Inclusion of a provision that the City would not be responsible for habitat restoration
improvements resulting from damage during the monitoring period resulting from
"Acts of God."
Agenda Report
Page 2 September 21, 2010
At the July 21, 2010 meeting, City Council approved the cooperative agreement including
the necessary provisions cited above (see Attachment 2, City Council -Approved
Cooperative Agreement of July 20, 2010). Caltrans subsequently submitted additional
revisions to the agreement which the City Attorney and staff have reviewed and determined
are acceptable. The Caltrans revisions to the agreement include additional provisions that
require the City to invoice for the $150,000 payment, expend funds only on the subject
habitat restoration, comply with applicable prevailing wage standards, prepare a habitat
planting plan, and provide periodic monitoring reports to Caltrans. The agreement
continues to protect the City the unforeseen cost of repairing damage to habitat incurred by
"natural disasters" and caps the City's maximum financial responsibility at $150,000 (see
Attachment 3, Redline -strikeout Comparison of July 20 and September 21 Cooperative
Agreements).
Staff recommends that the City Council authorize the City Manager to execute the
cooperative agreement with the California Department of Transportation (CalTrans) for
participation in the Trabuco Creek Habitat Restoration Plan.
FINANCIAL CONSIDERATIONS
The cost of habitat restoration would be fully funded by the $150,000 Caltrans contribution.
Staff -recommended provisions to the agreement would cap the City's responsibility at that
amount.
The City Council has previously offered a 25% match, not to exceed a maximum of
$500,000, from Measure Y Open Space Bond proceeds for Measure M2 habitat restoration
funds from the Orange County Transportation Authority (OCTA). The City has also
committed to provide a 50% ($100,000) match in staff time and in-kind services to secure
the recently awarded $200,000 State Habitat Conservation Fund Program grant.
PUBLIC NOTIFICATION
Public notification is provided through posting of the meeting agenda.
RECOMMENDATION
By motion, authorize the City Manager to execute the cooperative agreement with the
California Department of Transportation (CalTrans) for participation in the Trabuco Creek
Habitat Restoration Plan.
Respectfully submitted, Prepared by: n
Grant Ta or Iliam A. Ramsey, AICP
Development Services Director Principal Planner
Agenda Report
page 3 September 21, 2010
Attachment:
1. September 21 Draft Cooperative Agreement
2. City Council -Approved Cooperative Agreement of July 20, 2010.
3. Redline -strikeout Comparison of July 20 and September 21 Cooperative
Agreements.
12—ORA-5 PM 8.58-9.35
San Juan Creek Bridge Mitigation — San Juan Creek Watershed
EA No. 12-OE5700
District Agreement No. 12-0622
COOPERATIVE AGREEMENT
THIS AGREEMENT, ENTERED INTO EFFECTIVE ON , 2010, is between the
STATE OF CALIFORNIA, acting by and through its Department of Transportation, hereinafter referred
to as "STATE", and the
CITY OF SAN JUAN CAPISTRANO, a
body politic and a municipal corporation of
the State of California, referred to herein as
"CITY."
ATTACHMENT 9
RECITALS
STATE and CITY, hereinafter referred to as "PARTIES", pursuant to Streets and Highways Code
sections 114 and/or 130, are authorized to enter into this Agreement.
2. STATE is implementing a bridge widening project on the San Juan Creek within the City of San
Juan Capistrano, hereinafter referred to as "PROJECT."
3. Pursuant to consultation with Regional Water Quality Control Board, San Diego Region,
(RWQCB) for PROJECT, STATE received a Clean Water Act 401 Water Quality Certification,
File No. 09C-034 dated December 7, 2009 and amended on , 2010, collectively,
"401 Certification" and incorporated herein by this reference.
4. Pursuant to consultation with the California Department of Fish and Game (DFG) for PROJECT,
STATE received a 1602 Agreement Regarding Proposed Stream or Lake Alteration, Notification
No. 1600-2009-0227-R5 dated December 8, 2009 and amended on , 2010,
collectively "1602 SAA" and incorporated herein by this reference.
STATE now desires to satisfy D. Compensatory Mitigation for Loss of Waters of the U.S./State
condition la. of the 401 Certification and Compensatory Mitigation condition 5 of the 1602 SAA,
collectively referred to herein as "PERMIT REQUIREMENTS."
6. CITY desires to assist STATE by satisfying PERMIT REQUIREMENTS.
7. PARTIES have determined that the estimated cost of satisfying PERMIT REQUIREMENTS is
$150,000 and will be paid for from the phase 4 allocation of the PROJECT as described in
Exhibit A, attached hereto and made a part of this Agreement.
8. PARTIES now define herein below the terms and conditions under which this Agreement will be
implemented.
SECTION I
CITY AGREES:
To submit an invoice to STATE, within thirty (30) calendar days of execution of this Agreement,
in the amount of $150,000, which amount represents the total cost for all work to be performed
pursuant to the terms of this Agreement. STATE may, at its sole discretion and pursuant to an
amendment to this Agreement, authorize a greater amount.
2. To promptly notify STATE in writing if CITY anticipates that the cost to perform the work
described in this Agreement will exceed the amount of $150,000. Further, if said costs to
perform work will exceed $150,000, CITY shall have no obligation to perform work and incur
costs above $150,000 until STATE authorizes a greater amount of funds pursuant to a written
amendment to this Agreement.
3. To use all of STATE's funds, including any interest accrued thereon, to perform any and all
necessary work to satisfy PERMIT REQUIREMENTS, including performing the work described
in Exhibit B, Scope of Work, attached hereto and made a part of this Agreement.
4. All work performed by CITY or performed on CITY's behalf, to satisfy PERMIT
REQUIREMENTS, shall be performed in accordance with all applicable state and federal laws,
regulations, policies, procedures, and standards.
5. To obtain any and all environmental approvals and/or resource agency agreements, approvals,
and/or permits required prior to implementation of any work described herein this Agreement and
to fully comply with any terms and conditions thereof.
6. To obtain any and all necessary property rights and/or rights of entry required prior to the
implementing any work described herein this Agreement and to fully comply with any terms and
conditions thereof. Said rights of entry shall also include rights for STATE personnel to enter
property.
To submit a draft Mitigation Monitoring Plan (MMP) to STATE within sixty (60) calendar days
of execution of this Agreement for STATE's review and comment. The draft MMP shall address
the requirements set forth in Exhibit B.
6. To address STATE's comments on the draft MMP and thereafter submit a final draft MMP to
STATE within fourteen (14) calendar days of receipt of STATE's comments on the draft MMP
for STATE's review and approval, if appropriate. CITY shall provide STATE a copy of the final
approved MMP.
7. To submit one (1) draft planting report to STATE thirty (30) calendar days after planting the
1.264 acres of riparian habitat, for STATE's review and comment. Said report shall contain all of
the information described in Exhibit B.
8. To address STATE's comments on the draft planting report and thereafter submit a final draft
planting report to STATE within fourteen (14) work days of receipt of STATE's comments for
STATE's review and approval, if appropriate.
9. To submit annual draft monitoring reports to STATE for three (3) years (with monitoring
anticipated to begin in the year 2011 and ending three years later, currently anticipated to be year
2014) by October 1 st of each year. Said reports shall contain all of the information described in
Exhibit B.
10. To address STATE's comments on the draft monitoring report and thereafter submit a final draft
monitoring report to STATE by October 1st for three (3) years (with monitoring anticipated to
begin in the year 2011 and end three (3) years later, currently anticipated to be year 2014) for
STATE's review and approval, if appropriate.
11. If at any time during the three (3) year monitoring period (with monitoring anticipated to begin in
the year 2011 and end three (3) years later currently anticipated to be year 2014) it is determined
by STATE that progress towards the success criteria, as described in Exhibit B and hereinafter
referred to as "SUCCESS CRITERIA," is not being achieved then CITY shall implement any
necessary remedial or adaptive management measures such as replanting and/or weed control,
subject to Section I, Article 2 above.
12. To conform to the provisions of Labor code sections 1720 through 1815, all applicable
regulations and coverage determinations issued by the Director of Industrial Relations. CITY
agrees to include prevailing wage requirements in its contracts for public work. Work performed
by CITY's own forces is exempt from the Labor Code's prevailing wage requirements.
3
13. To require its contractors to include prevailing wage requirements in all subcontracts funded by
this Agreement when the work to be performed by the subcontractor is a "public work" as defined
in Labor Code section 1720(a)(1). Subcontracts shall include all prevailing wage requirements set
forth in CITY's contracts.
14. Within ninety (90) calendar days of submission of the third annual monitoring report or
SUCCESS CRITERIA is achieved, whatever comes last, to furnish STATE with a detailed
statement of the total actual costs incurred by CITY. To thereafter refund to STATE, promptly
after completion of CITY's final accounting of the costs incurred, any amount of STATE's
deposits, required in Section II, Article 1, remaining after said costs to be borne by CITY have
been deducted, or to bill STATE for any additional amount required to complete STATE's
financial obligations set forth in this Agreement.
15. To retain all books, documents, papers, accounting records, and other evidence pertaining to cost
incurred, including support data for cost proposals, and to make such materials available at the
respective offices of STATE at all reasonable times. STATE, Federal Highway Administration
(FHWA), or any duly authorized representative of the Federal Government shall have access to
any books, records, and documents of CITY that are pertinent to this Agreement for audits,
examinations, excerpts, and transactions, and copies thereof shall be furnished when requested.
SECTION H
STATE AGREES:
1. To deposit with CITY within sixty (60) calendar days of receipt of CITY's billing thereof the
amount of $150,000, which amount represents the total cost for work to be performed pursuant to
the terms of this Agreement. STATE may, at its sole discretion and pursuant to an amendment to
this Agreement, authorize a greater amount. Further, it is understood that if CITY informs
STATE that additional funds are required, as set forth in Article 2, Section I, CITY will have no
obligation to perform work and incur costs above $150,000, unless STATE, at its sole discretion
and pursuant to an amendment to this Agreement, authorizes a greater amount
2. To review and provide comments to CITY within seven (7) work days from receipt of the draft
MMP.
3. Within seven (7) work days of receipt, to review and approve, if appropriate, the draft final MMP
submitted by CITY to STATE.
4. To review and provide comments to CITY within seven (7) work days from receipt of the draft
planting report.
5. Within seven (7) work days of receipt, to review and approve, if appropriate, the draft final
planting report submitted by CITY to STATE.
6. To review and provide comments to CITY by November 0 on the draft monitoring reports
prepared by CITY, and submitted to STATE for three (3) years (with monitoring anticipated to
begin in the year 2011 and end three (3) years later, currently anticipated to be year 2014).
Within seven (7) work days of receipt, to review and approve, if appropriate, the draft final
monitoring report submitted by CITY to STATE for three (3) years (with monitoring anticipated
to begin in the year 2011 and end three (3) years later, currently anticipated to be year 2014).
4
SECTION III
IT IS MUTUALLY AGREED:
1. All obligations of STATE under the terms of this Agreement are subject to the appropriation of
resources by the Legislature, State Budget Act authority and the allocation of funds by the
California Transportation Commission (CTC).
2. All applicable laws, rules and policies relating to the use of Federal or State funds shall apply,
notwithstanding other provisions of this Agreement.
3. Nothing within the provisions of this Agreement is intended to create rights in third parties not
party to this Agreement or to affect the legal liability of either party to the Agreement by
imposing any standard of care different than the standard of care imposed by law.
4. Neither STATE nor any officer or employee thereof is responsible for any injury, damage, or
liability occurring by reason of anything done or omitted to be done by CITY under or in
connection with any work, authority, or jurisdiction conferred upon CITY under this Agreement.
It is understood and agreed that, CITY will fully defend, indemnify, and save harmless STATE
and all of its officers and employees from all claims, suits, or actions of every name, kind and
description brought forth under, including, but not limited to, tortious, contractual, inverse
condemnation, or other theories or assertions of liability occurring by reason of anything done or
omitted to be done by CITY under this Agreement.
5. Neither CITY nor any officer or employee thereof is responsible for any injury, damage, or
liability occurring by reason of anything done or omitted to be done by STATE under or in
connection with any work, authority, or jurisdiction conferred upon STATE under this
Agreement. It is understood and agreed that, STATE will fully defend, indemnify, and save
harmless CITY and all of its officers and employees from all claims, suits, or actions of every
name, kind and description brought forth under, including, but not limited to, tortious,
contractual, inverse condemnation, or other theories or assertions of liability occurring by reason
of anything done or omitted to be done by STATE under this Agreement.
6. In the event of any breach of this Agreement by either party, the other party may enforce this
Agreement by any means available at law or in equity. In the event of litigation, mediation or
arbitration to resolve any breach of, or dispute related to this Agreement, each party agrees to pay
for their own attorneys' cost and expenses, without regard to who prevails.
7. A failure by either party to enforce any provision of this Agreement shall not be construed as a
continuing waiver, or as a waiver of the right to compel enforcement of that provision.
8. This Agreement may be executed in several counterparts and all counterparts so executed shall
constitute one agreement that shall be binding on all of the PARTIES notwithstanding that all of
the PARTIES are not a signatory to the original or the same counterpart. If any provision of this
Agreement is held invalid, the other provisions shall not be affected thereby.
9. No alteration or variation of the terms of this Agreement shall be valid unless made by a formal
amendment executed by PARTIES hereto and no oral understanding or agreement not
incorporated herein shall be binding on any of the PARTIES hereto.
10. The time of performance and/or duties or obligations of PARTIES hereunder shall be extended
for the period during which performance was delayed or impeded by reason of riots,
insurrections, war, fire, casualty, earthquake, acts of God, or other reasons of a like nature not the
fault of the party performing such duty or obligation. Further, unless it is the fault of the party
performing such duty or obligation, then neither party shall be required to restore any destroyed
work unless additional funding is approved for such restoration work unless the party performing
such duty or obligation was at fault.
STATE OF CALIFORNIA
DEPARTMENT OF TRANSPORTATION
CINDY McKIM
Director
By:
Jim Beil
Deputy District Director
Capital Projects Outlay Program
APPROVED AS TO FORM
AND PROCEDURE:
By:
Deputy Attorney
Department of Transportation
CERTIFIED AS TO FUNDS:
0
District Budget Manager
Neda Saber
CERTIFIED AS TO FINANCIAL
TERMS AND CONDITIONS:
Accounting Administrator
6
CITY OF SAN JUAN CAPISTRANO
By:
CITY Mayor
APPROVED AS TO FORM:
By:
CITY Attorney
ATTEST:
By:
CITY Clerk
EXHIBIT A
Estimated Costs for labor, materials, planting, maintenance, monitoring, and reporting. Details Pending
finalization of Final Draft Restoration Plan for Trabuco Creek/Caltrans Restoration Project
Tasks/Materials
Total Cost
Materials -Plants, compost, mulch, irrigation supplies
$55,000
Initial Efforts 2010 Tasks 1.0 (Mitigation and Monitoring Plan and 2.0(Permitting)
$15,000
Labor Year 1(20 I 0) Tasks 3.0 (Planting, including Planting Report), 4.0 (Maintenance), and
5.0 (Monitoring and Reporting)
$50,000
Labor Year 2 (201 l) Tasks 4.0 and 5.0
$20,000
Labor Year 3 (20 12) Tasks 4.0 and 5.0
$10,000
Total
$150.000
EXHIBIT B
Scope of Work for establishment of 1.264 acres of riparian habitat within the San Juan Creek
Watershed in Orange County
The following Scope of Work addresses the responsibilities and requirements of CITY in providing for
the planting, maintenance, and monitoring of 1.264 acres of riparian habitat mitigation plantings within
the San Juan Creek watershed, in Orange County, CA. This Scope of Work assumes a contract total of
$150,000.00 which includes labor and material cost of plants, planting, maintenance, and monitoring for
three (3) years. It is understood that all tasks will be performed in an appropriately timed and efficient
manner. All CITY deliverables, including annual monitoring reports, shall be addressed to the following:
Chris Flynn, Chief Branch C Environmental Analysis, California Department of Transportation 3347
Michelson Drive, Suite 100 Irvine, CA 92612
Task 1.0 Mitigation and Monitoring Plan
CITY shall prepare and submit to STATE a Mitigation and Monitoring Plan (MMP) within thirty (30)
calendar days of the execution of the Agreement. This MMP will include, but is not limited to: identify
the property where the work will be performed, type of species to be planted, a map delineating areas to
be planted, stream bank stabilization measures to be employed as applicable, and erosion control
measures to be employed as applicable.
Task 2.0 Permitting
CITY shall be responsible for environmental compliance and shall obtain any and all necessary permits,
agreements, and/or approvals for the planting of the 1.264 acres of riparian habitat.
Task 3.0 Planting
Following approval of the MMP, environmental compliance, issuance of any necessary permits,
agreements, and/or approvals as well as removal of invasive/exotic species, CITY shall be responsible for
planting 1.264 acres of riparian habitat within the San Juan Creek watershed in Orange County, CA. Said
planting of the 1.264 acres of riparian habitat shall be completed in accordance with the approved MMA
as specified in Task 1.0.
Task 4.0 Maintenance
CITY shall perform all Maintenance tasks.
Maintenance activities are scheduled to take place immediately after planting and continue for three (3)
years. Maintenance is an important task in the restoration of native plant communities and includes, but
is not limited to, activities such as invasive eradication, supplemental irrigation, and planting of
additional plant material. Site maintenance will be conducted for three (3) years and will begin
immediately after re -vegetation is completed.
The maintenance schedule will be flexible enough to maintain the planting areas free of invasive species
and to ensure the required survival rate and growth of plants and seed material.
During the maintenance period, non-native invasive plants will be removed as they are identified.
Invasive control measures will include the following: (1) hand removal, (2) cutting or mowing, (3) and
chemical herbicides where approved. Hand removal will be the primary method of invasive control since
it is very effective in eliminating only the desired plants. Chemical control will be used for the highly
invasive species. Any herbicide treatment will be specified by a licensed Pest Control Advisor and
applied by a licensed Pest Control Applicator in consultation with CITY. The use of mechanical,
chemical, and hand removal methods will be used as needed and appropriate.
Riparian vegetation will be watered as needed during the establishment period to ensure long-term
survival.
CITY shall be responsible for obtaining any and all rights that are necessary to perform the work
described herein. Water shall be taken in compliance with all state and federal laws, including any
permits that may regulate such actions.
Replacement plants will be installed as needed to meet the performance criteria as defined below.
Task 5.0 Monitoring and Reporting
Success Criteria
CITY shall ensure that 1.264 acres of riparian habitat is established. The success criteria for planting
are based on the goal of obtaining self-sustaining native and regionally appropriate vegetation cover.
The criteria established to evaluate the success of the planting plan goals are as follows:
Greater than 75 percent relative coverage of native plants within three (3) years
(proportional contribution of species cover to total vegetation cover).
2. At least three (3) native plant species established within the first three (3) years and/or
natural recruitment of native species, each with at least 10% coverage.
3. At least 50 percent viability of the foliage and stems above ground.
4. Decrease non-native invasive weeds to less than 10% cover within the first three (3) years.
Progress towards meeting the success criteria will be monitored annually at the end of the growing
season (approximately September). Annual qualitative monitoring will be performed in conjunction
with a long-term maintenance program. The entire site will be visually inspected and qualitative or
subjective determinations will be made. Estimates regarding presence or absence, population sizes,
population distribution, and population condition will be made for each species planted. In addition,
permanent photographic station locations will be established to document the progress of the
mitigation plantings over the course of the monitoring period. The locations will be chosen to
provide unobstructed views of the mitigation plantings and will be sufficient in number to
adequately document the status of the site. Photographs will be taken at these locations on an annual
9
basis. Monitoring will take place for three (3) years after planting and will measure the progress
toward and achievement of the final success criteria.
Failure to meet success criteria will require re-evaluation of the site conditions followed by remedial or
adaptive management measures such as replanting and/or weed control. Replanting may occur during
the spring or fall (rainy season). If any particular species demonstrate failure -to -thrive trends (less then
50 percent viable foliage or stems), substitution with other native species will be considered appropriate.
Reporting
One (1) planting report will be submitted to STATE within thirty (30) calendar days after the planting of
1.264 acres of riparian habitat. This report will include, but is not limited to: a description of existing site
conditions; a description of site preparation; a description of the planting materials used (i.e. cuttings,
seedlings, seed, plugs, container size and source if not obtained from a commercial nursery); use of mulch
and/or fertilizers; description of plan preparation, if necessary (i.e. how cuttings were obtained, size,
treatment with rooting hormone); necessity for irrigation and/or fencing; and a summary of any planting
problems and how said problems were resolved).
Monitoring results will be submitted to STATE annually. The report will include, at a minimum, name
and title of personnel conducting monitoring, maintenance, and reporting; observation dates for
monitoring activities; photo documentation; vegetation summaries; any corrective actions that were
taken, and a summary and evaluation of data for the current year compared to previous years (in the
second through sixth years of monitoring). The reports will specify the progress toward or achievement
of the success criteria. The first annual draft monitoring report will be due on October 1st the year
following the completion of plantings with subsequent draft reports due each October 1 st for the next
consecutive two (2) years.
If adaptive management measures become necessary and changes are made to the planted
species/planting densities, these changes will be noted in the annual monitoring report.
If the final annual monitoring report (due October I" in the final year of monitoring currently anticipated
to be the year 2014) indicates that 1.264 acres of riparian habitat will not be established, in whole or in
part, the cause of the failure will .be identified and rectified through whatever means are considered
adequate to establish 1.264 acres of riparian habitat, including consultation with STATE.
10
12—ORA-5 PM 8.58-9.35
San Juan Creek Bridge Mitigation — San Juan Creek Watershed
EA No. 12-OE5700
District Agreement No. 12-0622
COOPERATIVE AGREEMENT
THIS AGREEMENT, ENTERED INTO EFFECTIVE ON.
the STATE OF CALIFORNIA, acting by and through its
referred to as "STATE", and the
, 2010, is between
Department of Transportation, hereinafter
CITY OF SAN JUAN CAPISTRANO, a
body politic and a municipal corporation of
the State of California, referred to herein as
"CITY."
ATTACHMENT 2
RECITALS
1. STATE and CITY, hereinafter referred to as "PARTIES", pursuant to Streets and Highways Code
sections 114 and/or 130, are authorized to enter into this Agreement.
2. STATE is implementing a bridge widening project on the San Juan Creek within the City of San Juan
Capistrano, hereinafter referred to as "PROJECT." PROJECT implementation will result in the
permanent discharge to 0.031 acres and temporary discharges to 0.832 acres (including 0.122 acres of
permanent shading) of un -vegetated waters of the United States and waters of the State, hereinafter
referred to as "IMPACTS."
3. STATE, in order to comply with the terms of the approved environmental document (ED) for
PROJECT, is required to mitigate for IMPACTS by creating a minimum of 1.264 acres of riparian
habitat planted within the San Juan Creek watershed in Orange County, CA, hereinafter referred to as
"MITIGATION PROJECT."
4. STATE has determined that the estimated cost of satisfying MITIGATION PROJECT is $150,000
and will be paid for from the phase 4 allocation of the PROJECT as described in Exhibit A, attached
hereto and made a part of this Agreement.
5. Said MITIGATION PROJECT will occur within the San Juan Creek watershed in San Juan
Capistrano, CA, hereinafter referred to as "PROPERTY," and more particularly described in Exhibit
B, attached hereto and made a part of this Agreement.
6. STATE intends to enter into this agreement,to have CITY implement MITIGATION PROJECT on
PROPERTY, as described in the Scope of Work, attached hereto as Exhibit C and made a part of this
Agreement.
7. PARTIES now define herein below the terms and conditions under which this Agreement will be
implemented.
SECTION I
CITY AGREES:
1. All work performed by CITY or performed on CITY's behalf, to implement MITIGATION
PROJECT, shall be performed in accordance with all applicable state and federal laws,
regulations, policies, procedures, and standards.
2. To obtain any and all environmental approvals and/or resource agency agreements, approvals,
and/or permits required prior to implementation of MITIGATION PROJECT and to fully comply
with any terms and conditions thereof.
3. To obtain any and all necessary PROPERTY rights and/or rights of entry required prior to the
implementation of MITIGATION PROJECT and to fully comply with any terms and conditions
thereof. Said rights of entry shall also include rights for STATE personnel to enter PROPERTY.
4. To submit a draft Mitigation and Monitoring Plan (MMP) to STATE within sixty (60) calendar
days of execution of this Agreement for STATE's review and comment. The draft MMP shall
address the requirements set forth in Exhibit C.
2
5. To address STATE's comments on the draft MMP and thereafter submit a final draft MMP to
STATE within three (5) calendar days of receipt of STATITs comments on the draft MMP for
STATE's review and approval, if appropriate. CITY shall provide STATE a copy of the final
approved MMP.
6. To implement MITIGATION PROJECT, including all of the requirements and/or conditions set
forth in Exhibit C.
7. To use one hundred percent (100%) of STATE's funds provided pursuant to this Agreement, in
order to satisfy CITY's obligation and responsibilities set forth in this Agreement.
8. To submit an invoice to STATE, within thirty (30) calendar days of execution of this Agreement,
in the amount of $150,000, which amount represents STATE's total financial obligation for all
work to be performed pursuant to the terms of this Agreement. Likewise, City shall not be liable
for work hereunder in excess of this funding limit except for costs caused.by its own errors or
omissions in the performance of the work hereunder.
9. To submit one (I) draft planting report within fourteen (14) calendar days of the planting of 1.264
acres of riparian habitat to STATE, for STATE's review and comment. Said report shall contain
all of the information described in Exhibit C.
10. To address STATE's comments on the draft planting report and thereafter submit a final draft
planting report to STATE within seven (7) calendar days of receipt of STATE's comments for
STATE's review and approval, if appropriate.
11. To submit draft monitoring reports to STATE for three (3) years (with monitoring anticipated to
begin in the year 2011 and end three years later, currently anticipated to be year 2014) by October
1 st of each year. Said reports shall contain all of the information described in Exhibit C.
12. To address STATE's comments on the draft monitoring report and thereafter submit a final draft
monitoring report to STATE by October 1st for three (3) years (with monitoring anticipated to
begin in the year 2011 and end three (3) years later, currently anticipated to be year 2014) for
STATE's review and approval, if appropriate.
13. If at any time during the three (3) year monitoring period (with monitoring anticipated to begin in
the year 2011 and end three (3) years later currently anticipated to be year 2014) it is determined
by STATE that progress towards the success criteria, as described in Exhibit C and hereinafter
referred to as "SUCCESS CRITERIA," is not being achieved then CITY shall implement any
necessary remedial or adaptive management measures such as replanting and/or weed control.
City's obligation to implement additional remedial measures is subject to State's providing
additional funding determined to be reasonably necessary to implement such additional remedial
measures.
14. CITY shall retain all books, documents, papers, accounting records, and other evidence pertaining
to cost incurred, including support data for cost proposals, and to make such materials available at
the respective offices of STATE at all reasonable times. STATE, Federal Highway
Administration (FHWA), or any duly authorized representative of the Federal Government shall
have access to any books, records, and documents of CITY that are pertinent to this Agreement
for audits, examinations, excerpts, and transactions, and copies thereof shall be furnished when
requested.
3
15. City agrees to ensure the created mitigation area remains undeveloped open space in perpetuity
pursuant to any requirements imposed thereon by the United States Army Corps of Engineers, the
San Diego Regional Water Quality Control Board, the California Department of Fish and Game,
or other permitting agencies.
16. City Agrees to implement created MITIGATION PROJECT in such a manner to fulfill all
compensatory mitigation required for State Project EA OE570, San Juan Creek Bridge and
Auxiliary lane at Camino Capistrano subject to the funding limits hereunder.
SECTION II
STATE AGREES:
To deposit with CITY within sixty (60) calendar days of receipt of CITY's billing thereof the
amount of $150,000, which amount represents STATE's total financial obligation for all work to
be performed pursuant to the terms of this Agreement, provided that STATE may, at its sole
discretion and pursuant to an amendment to this Agreement, authorize a greater amount.
2. To review and provide comments to CITY within ten (10) calendar days from receipt of the draft
MMP.
3. Within five (5) calendar days of receipt, to review and approve, if appropriate, the draft final
MMP submitted by CITY to STATE.
4. To review and provide comments to CITY within fourteen (14) calendar days from receipt of the
draft planting report.
5. Within seven (7) calendar days of receipt, to review and approve, if appropriate, the draft final
planting report submitted by CITY to STATE.
6. To review and provide comments to CITY by November 1` on the draft monitoring reports
prepared by CITY, and submitted to STATE for three (3) years (with monitoring anticipated
to begin in the year 2011 and end three (3) years later, currently anticipated to be year 2014).
7. Within seven (7) calendar days of receipt, to review and approve, if appropriate, the draft final
monitoring report submitted by CITY to STATE for three (3) years (with monitoring anticipated
to begin in the year 2011 and end three (3) years later, currently anticipated to be year 2014).
SECTION III
IT IS MUTUALLY AGREED:
All obligations of STATE under the terms of this Agreement are subject to the appropriation of
resources by the Legislature, State Budget Act authority and the allocation of funds by the
California Transportation Commission (CTC). In the event that the State does not budget the
funds necessary to implement the MITIGATION PROJECT, the CITY shall be under no
obligation to perform said work under this agreement.
2. All applicable laws, rules and policies relating to the use of Federal or State funds shall apply,
notwithstanding other provisions of this Agreement.
4
3. That this Agreement is not intended to, nor does it address, any remediation work which may be
required if the SUCCESS CRITERIA are not achieved by October 1, 2014.
4. Neither STATE nor any officer or employee thereof is responsible for any injury, damage, or
liability occurring by reason of anything done or omitted to be done by CITY under or in
connection with any work, authority, or jurisdiction conferred upon CITY under this
Agreement. It is understood and agreed that, CITY will fully defend, indemnify, and save
harmless STATE and all of its officers and employees from all claims, suits, or actions of every
name, kind and description brought forth under, including, but not limited to, tortious,
contractual, inverse condemnation, or other theories or assertions of liability occurring by reason
of anything done or omitted to be done by CITY under this Agreement.
5. Neither CITY nor any officer or employee thereof is responsible for any injury, damage, or
liability occurring by reason of anything done or omitted to be done by STATE under or in
connection with any work, authority, or jurisdiction conferred upon STATE under this
Agreement. It is understood and agreed that, STATE will fully defend, indemnify, and save
harmless CITY and all of its officers and employees from all claims, suits, or actions of every
name, kind and description brought forth under, including, but not limited to, tortious,
contractual, inverse condemnation, or other theories or assel I ions of liability occurring by
reason of anything done or omitted to be done by STATE under this Agreement.
6. In the event of any breach of this Agreement by either party, the other party may enforce this
Agreement by any means available at law or in equity. In the event of litigation, mediation or
arbitration to resolve any breach of, or dispute related to this Agreement, each party agrees to pay
for their own attorneys' cost and expenses, without regard to who prevails
7. A failure by either party to enforce any provision of this Agreement shall not be construed as a
continuing waiver, or as a waiver of the right to compel enforcement of that provision.
8. This Agreement may be executed in several counterparts and all counterparts so executed shall
constitute one agreement that shall be binding on all of the PARTIES notwithstanding that all of
the PARTIES are not a signatory*to the original or the same counterpart. If any provision of this
Agreement is held invalid, the other provisions shall not be affected thereby.
9. No alteration or variation of the terms of this Agreement shall be valid unless made by a formal
amendment executed by PARTIES hereto and no oral understanding or agreement not
incorporated herein shall be binding on any of the PARTIES hereto.
10. This Agreement shall terminate upon STATE's written acknowledgment that MITIGATION
PROJECT has met the SUCCESS CRITERIA and the final monitoring report has been approved
by STATE.
11. Acts of God. The time of performance and/or duties or obligations. of the parties hereunder shall
be extended for the period during which performance was delayed or impeded by reason of riots,
insurrections, war, fire, casualty, earthquake, acts of God, or other reasons of a like nature not the
fault of the party performing such duty or obligation, provided that neither party shall be required
to restore any destroyed work unless additional funding is approved for such restoration work."
5
STATE OF CALIFORNIA
DEPARTMENT OF TRANSPORTATION
CITY OF
SAN JUAN CAPISTRANO
By: By:
Cindy Mckim Joe Tait, City Manager
Deputy Director of Transportation
By:
Jim Beil
Deputy District Director
Capital Projects Outlay Program
APPROVED AS TO FORM & PROCEDURE: APPROVED AS TO FORM:
By:
Attorney, Department of Transportation
CERTIFIED AS TO FUNDS:
By:
Neda Saber, District Budget Manager
Department of Transportation
By:
Omar Sandoval, City Attorney
ATTEST:
By:
Maria Morris, City Clerk
CERTIFIED AS TO FINANCIAL TERMS AND CONDITIONS:
By: Date:
Accounting Administrator
Department of Transportation
6
EXHIBIT A
Estimated Costs for labor, materials, planting, maintenance, monitoring, and reporting.
Tasks/Materials
Total Cost
Materials -Plants, compost, mulch, irrigation supplies
$
Initial Efforts (2010) Tasks 1.0 (Mitigation and Monitoring Plan) and 2.0 (Permitting)
Labor Year I (20 I 0) Tasks 3.0 (Planting, including Planting Report), 4.0
(Maintenance), and 5.0 (Monitoring and Reporting)
Labor Year 2 (2011) Tasks 4.0 and 5.0
Labor Year 3 (20 12) Tasks 4.0 and 5.0
Total
$150,000
EXHIBIT B
Scope of Work for Mitigation Project within the San Juan Creek Watershed in Orange County
The following Scope of Work addresses the responsibilities and requirements of CITY in providing for
the planting, maintenance, and monitoring of 1.264 acres of riparian habitat mitigation plantings within
the San Juan Creek watershed, in Orange County, CA. This Scope of Work assumes a contract total of
$150,000.00 which includes labor and material cost of plants, planting, maintenance, and monitoring for
three (3) years. It is understood that all tasks will be performed in an appropriately timed and efficient
manner. All CITY deliverables, including annual monitoring reports, shall be addressed to the following:
Chris Flynn, Chief
Branch C Environmental Analysis,
California Department of Transportation
3347 Michelson Drive, Suite 100
Irvine, CA 92612
Task 1.0 Mitigation and Monitoring Plan
CITY shall prepare and submit to STATE a Mitigation and Monitoring Plan (MMP) within sixty (60)
calendar days of the execution of this Agreement. This MMP will include, but is not limited to: identify
the property where the work will be performed, type of species to be planted, a map delineating areas to
be planted, stream bank stabilization measures to be employed as applicable, and erosion control
measures to be employed as applicable.
Task 2.0 Permitting
CITY shall be responsible for environmental compliance and shall obtain any and all necessary permits,
agreements, and/or approvals for the planting of the 1.264 acres of riparian habitat.
Task 3.0 Planting
Following approval of the MMP, environmental compliance, issuance of any necessary permits,
agreements, and/or approvals as well as removal of invasive/exotic species, CITY shall be responsible for
planting 1.264 acres of riparian habitat within the San Juan Creek watershed in Orange County, CA. Said
planting of the 1.264 acres of riparian habitat shall be completed in accordance with the approved MMP
as specified in Task 1.0.
Task 4.0 Maintenance
CITY shall perform all Maintenance tasks. Maintenance activities are scheduled to take place
immediately after planting and continue for three (3) years. Maintenance is an important task in the
restoration of native plant communities and includes, but is not limited to, activities such as invasive
eradication, supplemental irrigation, and planting of additional plant material. Site maintenance will be
conducted for three (3) years and will begin immediately after re -vegetation is completed.
The maintenance schedule will be flexible enough to maintain the planting areas free of invasive species
and to ensure the required survival rate and growth of plants and seed material.
8
During the maintenance period, non-native invasive plants will be removed as they are identified.
Invasive control measures will include the following: (1) hand removal, (2) cutting or mowing, (3) and
chemical herbicides where approved. Hand removal will be the primary method of invasive control since
it is very effective in eliminating only the desired plants. Chemical control will be used for the highly
invasive species. Any herbicide treatment will be specified by a licensed Pest Control Advisor and
applied by a licensed Pest Control Applicator in consultation with CITY. The use of mechanical,
chemical, and hand removal methods will be used as needed and appropriate.
Riparian vegetation will be watered as needed during the establishment period to ensure long-term
survival.
CITY shall be responsible for obtaining any and all rights that are necessary to perform the work
described herein. Water shall be taken in compliance with all state and federal laws, including any permits
that may regulate such actions. Replacement plants will be installed as needed to meet the performance
criteria as defined below.
Task 5.0 Monitoring and Reporting
Success Criteria
The ultimate goal for the mitigation project is to have 1.264 acres of established riparian habitat. The
success criteria for planting are based on the goal of obtaining self-sustaining native and regionally
appropriate vegetation cover. The criteria established to evaluate the success of the planting plan goals
are as follows:
1. Greater than 75 percent relative coverage of native plants within three (3) years (proportional
contribution of species cover to total vegetation cover).
2. At least three (3) native plant species established within the first three (3) years and/or natural
recruitment of native species, each with at least 10% coverage.
3. At least 50 percent viability of the foliage and stems above ground.
4. Decrease non-native invasive weeds to less than 10% cover within the first three (3) years.
Progress towards meeting the success criteria will be monitored annually at the end of the growing season
(approximately September). Annual qualitative monitoring will be performed in conjunction with a long-
term maintenance program. The entire site will be visually inspected and qualitative or subjective
determinations will be made. Estimates regarding presence or absence, population sizes, population
distribution, and population condition will be made for each species planted. In addition, permanent
photographic station locations will be established to document the progress of the mitigation plantings
over the course of the monitoring period. The locations will be chosen to provide unobstructed views of
the mitigation plantings and will be sufficient in number to adequately document the status of the site.
Photographs will be taken at these locations on an annual basis. Monitoring will take place for three (3)
years after planting and will measure the progress toward and achievement of the final success criteria.
Failure to meet success criteria will require re-evaluation of the site conditions followed by remedial or
adaptive management measures such as replanting and/or weed control. Replanting may occur during
the spring or fall (rainy season). If any particular species demonstrate failure -to -thrive trends (less then
50 percent viable foliage or stems), substitution with other native species will be considered appropriate.
9
Reporting
One (1) planting report will be submitted to STATE within thirty (30) calendar days of the planting of
1.264 acres of riparian habitat. This report will include, but is not limited to: a description of existing site
conditions; a description of site preparation; a description of the planting materials used (i.e. cuttings,
seedlings, seed, plugs, container size and source if not obtained from a commercial nursery); use of mulch
and/or fertilizers; description of plan preparation, if necessary (i.e. how cuttings were obtained, size,
treatment with rooting hormone); necessity for irrigation and/or fencing; and a summary of any planting
problems and how said problems were resolved).
Monitoring results will be submitted to STATE annually. The report will include, at a minimum, name
and title of personnel conducting monitoring, maintenance, and reporting; observation dates for
monitoring activities; photo documentation; vegetation summaries; any corrective actions that were taken,
and a summary and evaluation of data for the current year compared to previous years (in the second
through sixth years of monitoring). The reports will specify the progress toward or achievement of the
success criteria. The first annual draft monitoring report will be due on October 1st the year following the
completion of plantings with subsequent draft reports due each October 1 st for the next consecutive two
(2) years.
If adaptive management measures become necessary and changes are made to the planted
species/planting densities, these changes will be noted in the annual monitoring report.
If the final annual monitoring report (due October I" in the final year of monitoring currently anticipated
to be the year 2014) indicates that the mitigation project has failed to achieve its goals, in whole or in part,
the cause of the failure will be identified and rectified through whatever means are considered adequate to
meet the goals of the mitigation project, including consultation with STATE.
10
12—ORA-5 PM 8.58-9.35
San Juan Creek Bridge Mitigation — San Juan Creek Watershed
EA No. 12-OE5700
District Agreement No. 12-0622
-COOPERATIVE AGREEMENT
THIS AGREEMENT, ENTERED INTO EFFECTIVE ON -, 2010, is between
the STATE OF CALIFORNIA, acting by and through its Department of Transportation, hereinafter
referred to as "STATE", and the
CITY OF SAN JUAN CAPISTRANO, a
body politic and a municipal corporation of
the State of California, -referred to herein as
"CITY."
ATTACHMENT 3
RECITALS -
STATE and CITY, hereinafter referred to as "PARTIES", pursuant to Streets and Highways Code
sections 114 and/or 130, are authorized to enter into this Agreement. -
STATE is implementing a bridge widening project on the San Juan Creek within the City of San
Juan Capistrano, hereinafter referred to as "PROJECT." PROJECT implem„_._.:__ ."11 -__.d, in
aeFe5 ii� lieFinanent sharing) of un vegetated watefs Of 01� I -Hit -d StMeS Bald — meta of the Stfite.
3. Pursuant°TATt,i---d--to consultation with Recional Water Quality Control Board. San Die¢o
Region. CRWOCR for
PROJECT, S"PATE received a Clean Water Act 401 Water Ouality Certification, File No. 09C-
034 dated December 7. 2009 and amended on 2010, collectively, "401
Certification'" and incorporated herein by this reference.
4. PursuantisFegxired to consultation with the California Department of Fish and Game
DF(Imitigme for PROJECT. STATE received a 1602 Agreement Regarding Proposed Stream or
Lake Alteration Notification No. 1600 -2009 -0227 -RS dated December 8 2009 and amended on
, 2010, collectively " 1602 SAA" and incorporated herein by this reference.
in ninium of Waters of the U.S./State condition Io. of ?6" -^ ^ ..v =--�-- '•^'•''•' _ •'•d
within the 401 Certification and Compensatory Mitigation condition 5 of the 1602 SAA,
collect ivelvSan jami Creek vatershed in ^ ange GA, heFe-,�.,,ififteneF referred to herein as
"PERMIT REOUIREMEN"LS.•'•^ '-IGAT')"' nD^"'^T"
6. CITY desires to assist STATE by satisfvine PERMIT REOUIREMENTS
4 PARTIES haves A E has determined that the estimated cost of satisfying PERMIT
REQUIREMENTSMITIGATI^ >x -r' DD^ID^TDD^r"^T is $150,000 and will be paid for from the phase 4
allocation of the PROJECT as described in Exhibit A, attached hereto and made a part of this
Agreement.-
5 Said Ml PGATION PROJFCT V il I G-� I IF Wkh'a &I,, � a n J am &--k vat ershed in San juan
"PROPERTY." and fliffePaAd..,...-'6,.-
....„ort B, a4istelied-.+oicmvna- made -rpvr.-vrthis n
944,0.. A ...... .......
�+�Ccnmrc
7-8. PARTIES now define herein below the terms and conditions under which this Agreement will be
implemented.
SECTION I
N111%[eT7b1W
I. To submit an invoice to STATE, within thirty (30) calendar days of execution of this Abreement,
in the amount of $150.000, which amount represents the total cost for all work to be performed
Pursuant to the terms of this A'reement. STATE may, at its sole discretion and Pursuant to an
amendment to this Agreement. authorize a greater amount.
2. To promptly notify STATE in writing if CITY anticipates that the cost to perform the work
amendment to this Agreement.
3. To use all of STATE's funds, including any interest accrued thereon, to perform any and all
necessary work to satisfy PERMIT REQUIREMENTS, including perforating the work described
in Exhibit B. Scope of Work, attached hereto and made a part of this Agreement
a -.-_All work performed by CITY or performed on CITY's behalf, to satisfy PERMIT
REOUIREMENTS.i__ .._.._• � shall be performed in accordance with
all applicable state and federal laws, regulations, policies, procedures, and standards._
265. To obtain any and all environmental approvals and/or resource agency agreements, approvals,
and/or permits required prior to implementation of any work described herein this
Aereement"",.F�T1f°"T'�°odE�^--Tr and to fully comply with any terms and conditions thereof.
3-6. To obtain any and all necessaryrp opertyPono��oP7E T rights and/or rights of entry required prior
to the implementing any work described herein this !implementation of MITIGATION
PRBJ€6T and to fully comply with any terms and conditions thereof. Said rights of entry shall
also include rights for STATE personnel to enter prpperty.pp^p,-rtvRER:PY
4:7_To submit a draft Mitigation and -Monitoring Plan (MMP) to STATE within sixty (60) calendar
days of- execution of this Agreement for STATE's review and comment. The draft MMP shall
address the requirements set forth in Exhibit B. (3-
6. To
6To address STATE's comments on the draft MMP and thereafter submit a final draft MMP to
STATE within fourteen (14) thFee-(5) calendar days of receipt of STATE's comments on the draft
MMP for STATE's review and approval, if appropriate. CITY shall provide STATE a copy of the
final approved MMP,_
2. :�O use SHe hURdFed percent (100%) 4 STATE's funds provided PHFNHHm-��m
v .._ti.gmiaii mid .,ti es se; f.._..
9—To submit one (1) draft planting report aa-kweice to STATE -within thirty (30) calendar days
7. Te submit „_ , a__u plantFelien_ �Nithiii founeen n) _ end.... days of the planting the of
1.264 acres of riparian habitat,•-STATTEfor STATE's review and comment. Said report shall
contain all of the information described in Exhibit B. E
8. To address STATE's comments on the draft planting report and thereafter submit a final draft
planting report to STATE within fourteen (14) work dw days of receipt of
STATE's comments for STATE's review and approval, if appropriate.
8:9_To submit annual draft monitoring reports to STATE for three (3) years (with monitoring
anticipated to begin in the year 2011 and ending three years later, currently anticipated to be year
2014) by October Ist of each year. Said reports shall contain all of the information described in
Exhibit B. C,
9-10 To address STATE's comments on the draft monitoring report and thereafter submit a final draft
monitoring report to STATE by October I st for three (3) years (with monitoring anticipated to
begin in the year 2011 and end three (3) years later, currently anticipated to be year 2014) for
STATE's review and approval, if appropriate.
4&11_1£ at any time during the three (3) year monitoring period (with monitoring anticipated to begin in
the year 2011 and end three (3) years later currently anticipated to be year 2014) it is determined
by STATE that progress towards the success criteria, as described in Exhibit BG and hereinafter
referred to as "SUCCESS CRITERIA," is not being achieved then CITY shall implement any
necessary remedial or adaptive management measures such as replanting and/or weed control
12. To conform to the provisions of Labor code sections 1720 through 1815, all applicable
regulations and coverage determinations issued by the Director of Industrial Relations CITY
agrees to include prevailing wane requirements in its contracts for Public work Wok performed
by CITY's own forces is exempt from the Labor Code's prevailing wage requirements
forth in CITY's contracts.
14. Within ninetv (90) calendar days of submission of the third annual monitoring report or
SUCCESS CRITERIA is achieved, whatever comes last, to furnish STATE with a detailed
been deducted, or to bill STATE for any additional amount required to complete STATE's
financial obligations set forth in this Agreement.
4+15_T-"'.,�.-IP-Ae-`-" retain all books, documents, papers, accounting records, and other evidence
pertaining to cost incurred, including support data for cost proposals, and to make such materials
available at the respective offices of STATE at all reasonable times. STATE, Federal Highway
Administration (FHWA), or any duly authorized representative of the Federal Government shall
have access to any books, records, and documents of CITY that me pertinent to this Agreement
for audits, examinations, excerpts, and transactions, and copies thereof shall be furnished when
requested..
SECTION 11 -
STATE AGREES:
To deposit with CITY within sixty (60) calendar days of receipt of CITY's billing thereof the
amount of $150,000, which amount represents theST�,-ATTc'- total costAtianeial obligation fora44
work to be performed pursuant to the terms of this Agreement. Agfeeniem, provided that STATE
may, at its sole discretion and pursuant to an amendment to this Agreement, authorize a greater
amount. Further, it is understood that if CITY informs STATE that additional funds are required,
as set forth in Article 2, Section I CITY will have no obligation to perform work and incur costs
above $150,000, unless STATE, at its sole discretion and pursuant to an amendment to this
Agreement, authorizes a greater amount
2. To review and provide comments to CITY within seven (7) workteft+l%en4eadav days from
receipt of the draft MMP.
3. Within seven (7) wor4iive{5}eelendar days of receipt, to review and approve, if appropriate, the
draft final MMP submitted by CITY to STATE.
4. To review and provide comments to CITY within seven (7) worker days from
receipt of the draft planting report._
5. Within seven (7) workealendar days of receipt, to review and approve, if appropriate, the draft
final planting report—submitted by CITY to STATE.
6. To review and provide comments to CITY by November I" on the draft monitoring reports
prepared by CITY, and submitted to STATE for three (3) years (with monitoring anticipated to
begin in the year 2011 _and end three (3) years later, currently anticipated to be year 2014).
7. Within seven (7) workealemtm, days of receipt, to review and approve, if appropriate, the dmft
final —monitoring report submitted by CITY to STATE for three (3) years (with monitoring
anticipated to begin in the year 2011 and end three (3) years later, currently anticipated to be year
2014).-
SECTION III
IT IS MUTUALLY AGREED: -
I. All obligations of STATE under the terms of this Agreement are subject to the appropriation of
resources by the Legislature, State Budget Act authority and the allocation of funds by the
California Transportation Commission (CTC). In the event that the State d-- not ` d -et the
2. All applicable laws, rules and policies relating to the use of Federal or State funds shall apply,
notwithstanding other provisions of this Agreement. -
3. Nothing within the provisions of this Agreement is intended to create rights in third parties not
party to this Agreement or to affect the legal liability of either party to the Agreement by
imposing any standard of care different than the standard of care imposed by law
9. That thisAgmemen! is net intended to, nef does it address, an� Feniedia4ion wedc %Nhieh mav be
regoa'ed ifthe SUCCESS CRIT -1]40 i,e mat AA'e%dd bjOetctabef i2014
4. Neither STATE nor any officer or employee thereof is responsible for any injury, damage, or
liability occurring by reason of anything done or omitted to be done by CITY under or in
connection with any—work, authority, or jurisdiction conferred upon CITY under this
Agreement. It is understood and agreed that, CITY will fully defend, indemnify, and save
harmless STATE and all of its officers and employees —from all claims, suits, or actions of every
name, kind and description brought forth under, including, but—not limited to, tortious,
contractual, inverse condemnation, or other theories or assertions of liability occurring by reason
of anything done or omitted to be done by CITY under this Agreement.
5. Neither CITY nor any officer or employee thereof is responsible for any injury, damage, or
liability occurring by reason of anything done or omitted to be done by STATE under or in
connection with any work, authority, or jurisdiction conferred upon STATE under this
Agreement. It is understood and agreed that, STATE will fully defend, indemnify, and save
hamtless CITY and all of its officers and employees from all claims, suits, or actions of every
name, kind and description brought forth under, including, but not limited to, tortious,
contractual, inverse condemnation, or other theories or assertionsasseP ions of liability occurring
by reason of anything done or omitted to be done by STATE under this Agreement.
6. In the event of any breach of this Agreement by either party, the other party may enforce this
Agreement by any means available at law or in equity. In the event of litigation, mediation or
arbitration to resolve any breach of, or dispute related to this Agreement, each party agrees to pay
for their own attorneys' cost and expenses, without regard to who prevails,
7. A failure by either party to enforce any provision of this Agreement shall not be construed as a
continuing waiver, or as a waiver of the right to compel enforcement of that provision.
8. This Agreement may be executed in several counterparts and all counterparts so executed shall
constitute one—agreement that shall be binding on all of the PARTIES notwithstanding that all of
the PARTIES are not a -signatory to the original or the same counterpart. If any provision of this
Agreement is held invalid, the other provisions shall not be affected thereby.
9. No alteration or variation of the terms of this Agreement shall be valid unless made by a formal
amendment executed by PARTIES hereto and no oral understanding or agreement not
incorporated herein shall be binding on any of the PARTIES hereto.
44-.10. Aeis-of-God. The time of performance and/or duties or obligations of PARTIESthe-peRies
hereunder shall be extended for the period during which performance was delayed or impeded by
reason of riots, insurrections, war, fire, casualty, earthquake, acts of God, or other reasons of a
like nature not the fault of the party performing such duty or obligation. Further, unless it is the
fault of the Party Performing such duty or obligation thence neither party
shall be required to restore any destroyed work unless additional funding is approved for such
restoration work unless the party performing such dutv or obligation was at fault=
STATE OF CALIFORNIA
DEPARTMENT OF TRANSPORTATION
CINDY McKIM
Director
Jim Bell
Deputy District Director
Capital Projects Outlay Program
APPROVED AS TO FORM
AND PROCEDURE:
BV.
Deputy Attorney
Department of Transportation
CERTIFIED AS TO FUNDS:
District Budget Manager
Neda Saber
CERTIFIED AS TO FINANCIAL
TERMS AND CONDITIONS:
By:
Accounting Administrator
CITY OF SAN JUAN CAPISTRANO
Joe Tait, City Manager
APPROVED AS TO FORM:
By:
Omar Sandoval, City Attorney
ATTEST:
By:
Maria Morris, City Clerk
Christy Jakl
From: Bill Ramsey n
Sent: Thursday, August 19, 2010 1:18 PM 1 Ito
To: Omar Sandoval 1
Cc: 'Derek Ostensen'; Grant Taylor; Nasser Abbaszadeh; Steven Apple
Subject: RE: Caltrans Coop Agreement for Camino Capistrano Project
Attachments: Caltrans -City of SJC-Coop Agree -2010 -8 -19 -Caltrans r&s.doc; 12-0622 CF final edit
7-26-2010.doc
Importance: High
Omar:
Attached for review and comment is the Caltrans revised draft agreement, a redline/strikeout version
and "clean" version. These were submitted by Caltrans earlier today. We'd like to get these reviewed
as soon as possible so that if we decide the agreement requires further City Council action, we can
get that scheduled. Can you get these reviewed by next Wednesday (Aug. 25)?
After you've had an opportunity to review, let's discuss and decide how to proceed and whether a
meeting with Caltrans will be necessary to hammer out any remaining details or to discuss any
potential "deal breakers" that may exist. Thanks.
Bill Ramsey, AICP
Community Development Department
(949) 443-6334 / x6334
-----Original Message -----
From: Nooshin Yoosefi[mailto:nooshinyouosefi@dot.ca.gov]
Sent: Thursday, August 19, 2010 9:39 AM
To: Bill Ramsey
Cc: christopher h_le@dot.ca.gov; chris_flynn@dot.ca.gov; Derek Ostensen; Grant Taylor;
mill_lim@dot.ca.gov; Nasser Abbaszadeh; Steven Apple
Subject: Fw: Caltrans Coop Agreement for Camino Capistrano Project
Hi AII,
I agree with Derek that the merge of the two documents was difficult due to significant differences
between the two versions. Please see the attached document.
For best viewing, please pick "Original Showing Markup", and in "Show", make sure you deselect
"Formatting".
(See attached file: 12-0622 CF final edit 2010-07-26 Main comments rl.doc)
I have also attached the version we sent on 7/26 (without redline/strikethrough).
(See attached file: 12-0622 CF final edit 7-26-2010.doc)
Thanks
NOOSHIN YOOSEFI, PE, PMP
California Department of Transportation, District 12 Project Manager
Office: (949) 724-2131, Cell: (949) 279-9367
Fax: (949) 440-4465
Christy Jakl
From: Christy Jakl
Sent: Thursday, August 19, 2010 1:07 PM
To: Ayako Rauterkus
Cc: Bill Ramsey
Subject: Cooperative Agr w/ Caltrans - Trabuco Creek Habitat
Hello,
I wanted to follow-up with you on an item that went to Council on 7/20, the Cooperative Agreement
with Caltrans for Trabuco Creek Habitat Restoration Plan. Our office never received a the final
agreements to forward to Joe for signature. Do you know the status of this agreement?
Thank you!
Christi Jakl
Deputy City Clerk
City of San Juan Capistrano
32400 Paseo Adelanto
San Juan Capistrano, CA 92675
(949) 443-6310 1 (949) 493-1053 fax
Christy Jakl
From:
Christy Jakl
Sent:
Wednesday, August 18, 2010 12:51 PM
To:
Catherine Salcedo
Subject:
Missing Agreements
Hi Cathy,
Our office has sent back a couple agreements for Joe's signature and they have not returned. Do
you know if Joe still has these agreements?
Cooperative Agreement with Caltrans — Participation in the Trabuco Creek Habitat Restoration
Plan
Cooperative Agreement with SOC Watershed Management — 2010-2011 Annual Cost Share
Budget
Thank you for your help.
Christi Jakl
Deputy City Clerk
City of San Juan Capistrano
32400 Paseo Adelanto
San Juan Capistrano, CA 92675
(949) 443-6310 1 (949) 493.1053 fax
MEMORANDUM
TO: Joe Tait, City Manage
FROM: Grant Taylor, Development Services Director
7/20/2010
D71
SUBJECT: Continued Consideration of a Proposed Cooperative Agreement with the
California Department of Transportation (CalTrans) Regarding Participation
in the Trabuco Creek Habitat Restoration Plan - CONTINUED FROM JULY
6, 2010.
RECOMMENDATION
By motion, authorize the City Manager to execute the cooperative agreement with the
California Department of Transportation (CalTrans) for participation in the Trabuco Creek
Habitat Restoration Plan.
SITUATION
Caltrans has requested that the City enter into a cooperative agreement regarding habitat
mitigation on City -owned property along Trabuco Creek. Caltrans has offered the City a
contribution of $150,000 to fund the restoration of 1.264 acres of riparian habitat along
Trabuco Creek. The City would also be responsible for monitoring the mitigation area for a
period of five years to assure the establishment of native plants within the creek corridor.
Caltrans has been required by the Resource Agencies to mitigate the impacts of planned
freeway and ramp improvements to the 1-5 southbound (SB) hook ramps at Camino
Capistrano which also require the widening of the southbound 1-5 bridge deck over San
Juan Creek and San Juan Creek Road. Consequently, the proposed mitigation would allow
Caltrans to proceed in a timely manner with completing those road improvements.
At the April 20, 2010 meeting, the City Council initiated negotiation of the cooperative
agreement and authorized staff to proceed and work with Caltrans on such an agreement.
Since that time, staff has had two meeting with Caltrans staff, reviewed the Draft
Agreement, and advised Caltrans of necessary revisions to the agreement. The main
revisions requested by staff consist of the following;
• Inclusion of a provision that caps the City's maximum financial responsibility under
the agreement to the $150,00 amount that would be contributed by Caltrans.
• Inclusion of a provision that the City shall not be responsible for habitat restoration
improvements resulting from damage during the monitoring period resulting from
"Acts of God."
Agenda Report
Page 2 July 20, 2010
Staff recommends that the City Council authorize the City Manager to execute the
cooperative agreement with the California Department of Transportation (CalTrans) for
participation in the Trabuco Creek Habitat Restoration Plan..
FINANCIAL CONSIDERATIONS
The cost of habitat restoration would be fully funded by the $150,000 Caltrans contribution.
Staff -recommended provisions to the agreement would cap the City's responsibility at that
amount.
The City Council has previously allocated up to a maximum of $500,000 of Measure Y
bond proceeds for habitat restoration work as a 25% match based on Measure M grant
guidelines. The City has also committed to provide a 50% ($100,000) match to qualify for
the Habitat Conservation Fund Program grant.
PUBLIC NOTIFICATION
Public notification is provided through posting of the meeting agenda.
By motion, authorize the City Manager to execute the cooperative agreement with the
California Department of Transportation (CalTrans) for participation in the Trabuco Creek
Habitat Restoration Plan.
Respectfully submitted, Prepared by:
Grant Taylor William A. Ramsey, AICP
Development Services Director Principal Planner
Attachment: Draft Caltrans Cooperative Agreement.
12—ORA-5 PM 8.58-9.35
San Juan Creek Bridge Mitigation — San Juan Creek Watershed
EA No. 12-OE5700
District Agreement No. 12-0622
CITY OF SAN JUAN CAPISTRANO, a
body politic and a municipal corporation
of the State of California, referred to
herein as "CITY."
ATTACHMENT
RECITALS
I. STATE and CITY, hereinafter referred to as 'PARTIES", pursuant to Streets and Highways
Code sections 114 and/or 130, are authorized to enter into this Agreement.
2. STATE is implementing a bridge widening project on the San Juan Creek within the City of San
Juan Capistrano, hereinafter referred to as "PROJECT." PROJECT implementation will result in
the permanent discharge to 0.031 acres and temporary discharges to 0.832 acres (including 0.122
acres of permanent shading) of un -vegetated waters of the United States and waters of the State,
hereinafter referred to as "IMPACTS."
3. STATE, in order to comply with the terms of the approved environmental document (ED) for
PROJECT, is reauiredJnteede to mitigate for IMPACTS by creating a minimum of 1.264 acres of
riparian habitat planted within the San Juan Creek watershed in Orange County, CA, hereinafter
referred to as "MITIGATION PROJECT."
4. STATE has determined that the estimated cost of satisfying MITIGATION PROJECT is
$150,000 and will be paid for from the phase 4 allocation of the PROJECT as described in
Exhibit A, attached hereto and made a part of this Agreement.
5. Said MITIGATION PROJECT will occur within the San Juan Creek watershed in San Juan
Capistrano, CA, hereinafter referred to as 'PROPERTY," and more particularly described in
Exhibit E, attached hereto and made a part of this Agreement.
6. STATE intends to enter into this agreement to have CITY implement MITIGATION PROJECT
on PROPERTY, as described in the Scope of Work, attached hereto as Exhibit C and made a part
of this Agreement.
7. PARTIES now define herein below the terms and conditions under which this Agreement will be
implemented.
2
SECTION 1
CITY AGREES:
I. All work performed by CITY or performed on CITY's behalf, to implement
MITIGATION PROJECT, shall be performed in accordance with all applicable state and
federal laws, regulations, policies, procedures, and standards.
2. To obtain any and all environmental approvals and/or resource agency agreements,
approvals, and/or permits required prior to implementation of MITIGATION PROJECT and
to fully comply with any terms and conditions thereof.
3. To obtain any and all necessary PROPERTY rights and/or rights of entry required prior to the
implementation of MITIGATION PROJECT and to fully comply with any terms and
conditions thereof. Said rights of entry shall also include rights for STATE personnel to enter
PROPERTY.
4. To submit a draft Mitigation and Monitoring Plan (MMP) to STATE within sixt 60 thirty
(30) calendar days of execution of this Agreement for STATE's review and comment. The
draft MMP shall address the requirements set forth in Exhibit C.
5. To address STATE's comments on the draft MMP and thereafter submit a final draft MMP to
STATE within three (5) calendar days of receipt of STATE's comments on the draft MMP
for STATE's review and approval, if appropriate. CITY shall provide STATE a copy of the
final approved MMP.
6. To implement MITIGATION PROJECT, including all of the requirements and/or conditions
set forth in Exhibit C.
7. To use one hundred percent (100%) of STATE's funds provided pursuant to this Agreement,
in order to satisfy CITY's obligation and responsibilities set forth in this Agreement.
S. To submit an invoice to STATE, within thirty (30) calendar days of execution of this
Agreement, in the amount of $150,000, which amount represents STATE's total financial
obligation for all work to be performed pursuant to the terns of this Agreement. Likewise.
City shall not be liable for work hereunder in excess of this funding limit except for costs
caused by its own errors or omissions in the performance of the work hereunder.
9. _ To submit one (I) draft planting report within fourteen (14) calendar days of the planting of
1.264 acres of riparian habitat to STATE, for STATE's review and comment. Said report
shall contain all of the information described in Exhibit C.
10. To address STATE's comments on the draft planting report and thereafter submit a final draft
planting report to STATE within seven (7) calendar days of receipt of STATE's comments
for STATE's review and approval, if appropriate.
To submit draft monitoring reports to STATE for three (3) years (with monitoring anticipated to
begin in the year 2011 and end three years later, currently anticipated to be year 2014) by October
Ist of each year. Said reports shall contain all of the information described in Exhibit C.
12. To address STATE's comments on the draft monitoring report and thereafter submit a final dmti
monitoring report to STATE by October Isl for three (3) years (with monitoring anticipated to
begin in the year 2011 and end three (3) years later, currently anticipated to be year 2014) for
. STATE's review and approval, if appropriate.
13. If at any time during the three (3) year monitoring period (with monitoring anticipated to begin in
the year 2011 and end three (3) years later currently anticipated to be year 2014) it is determined
by STATE that progress towards the success criteria, as described in Exhibit C and hereinafter
referred to as "SUCCESS CRITERIA," is not being achieved then CITY shall implement any
necessary remedial or adaptive management measures such as replanting and/or weed control.
City's_ oblieatio t to implement additional remedial measures is subiect to State's providing
additional funding determined to be reasonabiv necessary to implement such additional
remedial measures.
14. CITY shall retain all books, documents, papers, accounting records, and other evidence pertaining
to cost incurred, including support data for cost proposals, and to make such materials available at
the respective offices of STATE at all reasonable times. STATE, Federal Highway
Administration IRMA), or any duly authorized representative of the Federal Government shall
have access to any books, records, and documents of CITY that are pertinent to this Agreement
for audits, examinations, excerpts, and transactions, and copies thereof shall be furnished when
requested.
4
15. City agrees to ensure the created mitigation area ;•'-��-„,o,ns,,,�'-'--ammains unduveloocd open space
in perpetuity pursuant to any requirements imposed thereon by the United Stales Army Corps of
Engineers, the San Diego Regional Water Quality Control Board, the California Department of
Fish and Game, or other permitting agencies.
16. City Agrees to implement created MITIGATION PROJECT01i6get4on in such a manner to
fulfill all compensatory mitigation required for State Project EA OE570_, San Juan Creek
Bridge and Auxiliary lane at Camino Capistrano subject to the fundine limits hereunder.
SECTION II
STATE, AGREES:
To deposit with CITY within sixty (60) calendar days of receipt of CITY's billing thereof the
amount of $150,000, which amount represents STATE's total financial obligation for all work to
be performed pursuant to the terms of this Agreement, provided that STATE may, at its sole
discretion and pursuant to an amendment to this Agreement, authorize a greater amount.
2. To review and provide comments to CITY within ten (10) calendar days from receipt of the draft
MMP.
3. Within five (5) calendar days of receipt, to review and approve, if appropriate, the draft final
MMP submitted by CITY to STATE.
4. To review and provide comments to CITY within fourteen (14) calendar days from receipt of the
draft planting report.
5. Within seven (7) calendar days of receipt, to review and approve, if appropriate, the draft final
planting report submitted by CITY to STATE.
6. To review and provide comments to CITY by November I” on the draft monitoring reports
prepared by CITY, and submitted to STATE for three (3) years (with monitoring
anticipated to begin in the year 2011 and end three (3) years later, currently anticipated to
be year 2014).
7. Within seven (7) calendar days of receipt, to review and approve, if appropriate, the deft
final monitoring report submitted by CITY to STATE for three (3) years (with monitoring
E
anticipated to begin in the year 2011 and end three (3) years later, currently anticipated to
be year 2014).
SECTION III
1T IS MUTUALLY AGREED:
All obligations of STATE under the terms of this Agreement arc subject to the appropriation
of resources by the Legislature, State Budget Act authority and the allocation of funds by the
California Transportation Commission (CTC). In the event that the Slate does not budget the
funds necessary to implement the MITIGATION PROJECT. the CITY shall be under no
obligation to Perform said work under this agreement.
2. All applicable laws, rules and policies relating to. the use of Federal or State funds shall
apply, notwithstanding other provisions of this Agreement.
3. That this Agreement is not intended to, nor does it address, any remediation work which may
be required if the SUCCESS CRITERIA are not achieved by October I, 2014.
4. Neither STATE nor any officer or employee thereof is responsible for any injury, damage, or
liability occurring by reason of anything done or omitted to be done by CITY under or in
connection with any work, authority, or jurisdiction conferred upon CITY under this
Agreement. It is understood and agreed that, CITY will fully defend, indemnify, and save
harmless STATE and all of its officers and employees from all claims, suits, or actions of
every name, kind and description brought forth under, including, but not limited to, tortious,
contractual, inverse condemnation, or other theories or assertions of liability occurring by
reason of anything done or omitted to be done by CITY under this Agreement.
5. Neither CITY nor any officer or employee thereof is responsible for any injury, damage, or
liability occurring by reason of anything done or omitted to be done by STATE under or in
connection with any work, authority, or jurisdiction conferred upon STATE under this
Agreement. It is understood and agreed that, STATE will fully defend, indemnify, and save
harmless CITY and all of its officers and employees from all claims, suits, or actions of every
name, kind and description brought forth under, including, but not limited to, tortious,
6
contractual, inverse condemnation, or other theories or asset l ions of liability occurring by
reason of anything done or omitted to be done by STATE under this Agreement.
G. In the event of any breach of this Agreement by either party, the other party may enforce this
Agreement by any means available at law or in equity. In the event of litigation, mediation or
arbitration to resolve any breach of, or dispute related to this Agreement, each party agrees to
pay for their own attorneys' cost and expenses, without regard to who prevails
7. A failure by either party to enforce any provision of this Agreement shall not be construed as a
continuing waiver, or as a waiver of the right to compel enforcement of that provision.
S. This Agreement may be executed in several counterparts and all counterparts so executed shall
constitute one agreement that shall be binding on all of the PARTIES notwithstanding that all of
the PARTIES are not a signatory to the original or the same counterpart, If any provision of this
Agreement is held invalid, the other provisions shall not be affected thereby.
9. No alteration or variation of the terms of this Agreement shall be valid unless made by a formal
amendment executed by PARTIES hereto and no oral understanding or agreement not
incorporated herein shall be binding on any of the PARTIES hereto.
10. This Agreement shall terminate upon STATE's written acknowledgment that MITIGATION
PROJECT has met the SUCCESS CRITERIA and the final monitoring report has been
approved by STATE.
Acts of God. The time of Performance and/or duties or obligations of the parties hereunder
shall be extended for the ncriod duringwhich performance was delaved or impeded by reason
of riots. insurrections, war, fire, casualty, earthquake. acts of God, or other reasons of a like
nature not the fault of the partv performing such dutv or obligation. provided that neither
partv shall be required to restore anv destroved work unless additional funding is anproved
for such restoration work.'
7
STATE OF CALIFORNIA
DEPARTMENT OF TRANSPORTATION
LIM
Cindy Mckim
Deputy Director of Transportation
CITY OF
SAN JUAN CAPISTRANO
By:
Joe Tait, City Manager
By:
Jim Beil
Deputy District Director
Capital Projects Outlay Program
APPROVED AS TO FORM & PROCEDURE:. :APPROVED AS TO FORM:,.
By: By:
Attorney, Department of Transportation.... Omar;Sandoval, City Attorney
CERTIFIED AS TO FUNDS: ATTEST:
By By:
Neda Saber, Distrid-tudget Whager Maria Morris, City Clerk
Department of Transpor#:ation -
CERTIFIED AS TO FIPIANCIAi,.TE
By:
AccountingA�ninistrator.:
Department of Tanspofttion
AND CONDITIONS:
Date:
8
EXHIBIT A
Estimated Costs for labor, materials, planting, maintenance, monitoring, and reporting. Details
Pending finalization of Final Draft Restoration Plan for Trabuco Creek/Caltrans Restoration Project
Tasks/Materials
Total Cost
Materials -Plants, compost, mulch, irrigation supplies
$
Initial Efforts (2010) Tasks 1.0 (Mitigation and Monitoring Plan) and 2.0
(Permitting)
Labor Year 1 (20 10) Tasks 3.0 (Planting, including Planting Report), 4.0
(Maintenance), and 5.0 (Monitoring and Reporting)
Labor Year 2 (2011) Tasks 4.0 and 5.0
Labor Year 3 (20 12) Tasks 4.0 and 5.0
Total
$150,000
1„
EXHIBIT D
San Juan Creek Watershed Map Pending. This will be developed in association with the Final
Draft Restoration Plan for Trabuco Creek/Caltrans Restoration Project, the specific
instrument guiding all created mitigation described in this Cooperative Agreement.
EXHIBITC
Scope of Work for Mitigation Project within the San Juan Creek Watershed in Orange County
The following Scope of Work addresses the responsibilities and requirements of CITY in providing
for the planting, maintenance, and monitoring of 1.264 acres of riparian habitat mitigation plantings
within the San Juan Creek watershed, in Orange County, CA. This Scope of Work assumes a contract
total of $150,000.00 which includes labor and material cost of plants, planting, maintenance, and
monitoring for three (3) years. It is understood that all tasks will be performed in an appropriately
timed and efficient manner. All CITY deliverables, including annual monitoring reports, shall be
addressed to the following:
Chris Flynn, Chief
Branch C Environmental Analysis,
California Department of Transportation
3347 Michelson Drive, Suite 100
Irvine, CA 92612
Task 1.0 Mitigation and Monitoring Plan
CITY shall prepare and submit to STATE a Mitigation and Monitoring Plan (MMP) within sixty
&� calendar days of the execution of this Agreement. This MMP will include, but is not
limited to: identify the property where the work will be performed, type of species to be planted, a
map delineating areas to be planted, stream bank stabilization measures to be employed as
applicable, and erosion control measures to be employed as applicable.
Task 2.0 Permitting
CITY shall be responsible for environmental compliance and shall obtain any and all necessary
permits, agreements, and/or approvals for the planting of the 1.264 acres of riparian habitat.
Task 3.0 Planting
Following approval of the MMP, environmental compliance, issuance of any necessary permits,
agreements, and/or approvals as well as removal of invasive/exotic species, CITY shall be
responsible for planting 1.264 acres of riparian habitat within the San Juan Creek watershed in
Orange County, CA. Said planting of the 1.264 acres of riparian habitat shall be completed in
accordance with the approved MMP as specified in Task 1.0.
Task 4.0 Maintenance
CITY shall perform all Maintenance tasks. Maintenance activities are scheduled to take place
immediately after planting and continue for three (3) years. Maintenance is an important task in the
restoration of native plant communities and includes, but is not limited to, activities such as invasive
eradication, supplemental irrigation, and planting of additional plant material. Site maintenance will
be conducted for three (3) years and will begin immediately after re-vegetn'tion:,is completed.
The maintenance schedule will be flexible enough to maintaim",the plat ti tg areas free of invasive
species and to ensure the required survival rate and growth,of'lanis and seed material.
During the maintenance period, non-native invasive plants will be removed as they ;ate identified.
Invasive control measures will include the following: (1) hand removal, (2) cutting or mowing, (3)
and chemical herbicides where approved. Hand removal witl,be the primary method of invasive
control since it is very effective in eliminating Only„ the desired plants Chemical control will be used
for the highly invasive species. Any herbicide,;treatffidikwill be specified by a licensed fest Control
Advisor and applied by a licensed Pest Control,;Applicator in :consultation with CITY. The use of
mechanical, chemical, and hind if oval methods�rilI be used as needed and appropriate.
Riparian vegetation will be.watered as: needed during -the establishment period to ensure long-term
survival.
CITY shall be resp6ft9tltle for obtaining any and all rights that are necessary to perform the work
describe prein. Water shah; be taken tn� compliance with all state and federal laws, including any
permits thlt<t:"itay regulate suclactions Replacement plants will be installed as needed to meet the
performance cflf+rrta as defined---- l Blow.
Task 5.0 Monit&J and Reporting
Success Crlterla
The ultimate goal for the mitigation project is to have 1.264 acres of established riparian habitat.
The success criteria for planting are based on the goal of obtaining self-sustaining native and
regionally appropriate vegetation cover. The criteria established to evaluate the success of the
planting plan goals are as follows:
12
I . Greater than 75 percent relative coverage of native plants within three (3) years
(proportional contribution of species cover to total vegetation cover).
2. At least three (3) native plant species established within the first three (3) years and/or natural
recruitment of native species, each with at least 10% coverage.
3. At least 50 percent viability of the foliage and stems above ground.
4. Decrease non-native invasive weeds to less than 10% cover within the first three (3) years.
Progress towards meeting the success criteria will be monitored anfiully at the end of the growing
season (approximately September). Annual qualitative monitoring will be performed in conjunction
with a long-term maintenance program. The entire site w V.-'be.:v wally inspesyte, and qualitative or
subjective determinations will be made. Estimates regAfiding presence or absencd :'population sizes,
population distribution, and population condition vi>ilT Q<made fog' each species planted: In addition,
permanent photographic station locations will be established", to document the progress of the
mitigation plantings over the course of themonitoring period: -.The locations will be chosen to
4.
provide unobstructed views of the mitigation plantings and will be sufficient in number to adequately
document the status of the site. Photographs .will be taken, at these-` locations on an annual basis.
Monitoring will take place for three (3) years after planting and will measure the progress toward and
achievement of the final,success orrt6ria.
Failure to meet success c 46a will require,_ re-evaluation of the site conditions followed by
remedial fimeasures suchis replanting and/or weed control. Replanting may
occur dding the spring of` W (rami=§eason). If any particular species demonstrate failure -to -thrive
trends (less then 50 percen "' ""'ble foliage or stems), substitution with other native species will be
considered
Reporting `
One (1) planting report will be submitted to STATE within thirty (30) calendar days of the planting
of 1.264 acres of riparian habitat. This report will include, but is not limited to: a description of
existing site conditions; a description of site preparation; a description of the planting materials used
(i.e. cuttings, seedlings, seed, plugs, container size and source if not obtained from a commercial
nursery); use of mulch and/or fertilizers; description of plan preparation, if necessary (i.e. how
cuttings were obtained, size, treatment with rooting hormone); necessity for irrigation and/or fencing;
and a summary of any planting problems and how said problems were resolved).
13
Monitoring results will be submitted to STATE annually. The report will include, at a minimum,
name and title of personnel conducting monitoring, maintenance, and reporting; observation dates for
monitoring activities; photo documentation; vegetation summaries; any corrective actions that were
taken, and a summary and evaluation of data for the current year compared to previous years (in the
second through sixth years of monitoring). The reports will specify the progress toward or
achievement of the success criteria. The first annual draft monitoring report will be due on October
1 st the year following the completion of plantings with subsequent draft, reports due each October I st
for the next consecutive two (2) years.
If adaptive management measures become necessary.' and''Changes are made to the planted
species/planting densities, these changes will be notethe annual monitoring repo
If the final annual monitoring report (due October I` i l,hi-final year of monitoring currently
anticipated to be the year 2014) indicates th;
whole or in part, the cause of the failure wil
considered adequate to meet the goals of the
mitigation projirct has failed to achieve its goals, in
dentified and rectified through whatever means are
anon pec including consultation with STATE.
14
MEMORANDUM
TO: Joe Tait, City Manager,—,-�
FROM: Grant Taylor, Development Services Director
716!2010
D10
SUBJECT: Consideration of a Proposed Cooperative Agreement with the California
Department of Transportation (CalTrans) Regarding Participation in the
Trabuco Creek Habitat Restoration Plan
RECOMMENDATION
By motion, authorize the City Manager to execute the cooperative agreement with the
California Department of Transportation (CalTrans) for participation in the Trabuco Creek
Habitat Restoration Plan.
SITUATION
Caltrans has requested that the City enter into a cooperative agreement regarding habitat
mitigation on City -owned property along Trabuco Creek. Caltrans has offered the City a
contribution of $150,000 to fund the restoration of 1.264 acres of riparian habitat along
Trabuco Creek. The City would also be responsible for monitoring the mitigation area for a
period of five years to assure the establishment of native plants within the creek corridor.
Caltrans has been required by the Resource Agencies to mitigate the impacts of planned
freeway and ramp improvements to the 1-5 southbound (SB) hook ramps at Camino
Capistrano which also require the widening of the southbound 1-5 bridge deck over San
Juan Creek and San Juan Creek Road. Consequently, the proposed mitigation would allow
Caltrans to proceed in a timely manner with completing those road improvements.
At the April 20, 2010 meeting, the City Council initiated negotiation of the cooperative
agreement and authorized staff to proceed and work with Caltrans on such an agreement.
Since that time, staff has had two meeting with Caltrans staff, reviewed the Draft
Agreement, and advised Caltrans of necessary revisions to the agreement. The main
revisions requested by staff consist of the following;
• Inclusion of a provision that caps the City's maximum financial responsibility under
the agreement to the $150,00 amount that would be contributed by Caltrans.
• Inclusion of a provision that the City shall not be responsible for habitat restoration
improvements resulting from damage during the monitoring period resulting from
"Acts of God."
Agenda Report
Page 2 July 6, 2010
Staff recommends that the City Council authorize the City Manager to execute the
cooperative agreement with the California Department of Transportation (CalTrans) for
participation in the Trabuco Creek Habitat Restoration Plan..
FINANCIAL CONSIDERATIONS
The cost of habitat restoration would be fully funded by the $150,000 Caltrans contribution.
Staff -recommended provisions to the agreement would cap the City's responsibility at that
amount.
The City Council has previously allocated up to a maximum of $500,000 of Measure Y
bond proceeds for habitat restoration work as a 25% match based on Measure M grant
guidelines. The City has also committed to provide a 50% ($100,000) match to qualify for
the Habitat Conservation Fund Program grant.
PUBLIC NOTIFICATION
Public notification is provided through posting of the meeting agenda.
RECOMMENDATION
By motion, authorize the City Manager to execute the cooperative agreement with the
California Department of Transportation (CalTrans) for participation in the Trabuco Creek
Habitat Restoration Plan.
Respectfully submitted, Prepared by:
Grant Taylor William A. Ramsey, AICP
Development Services Director Principal Planner
Attachment: Draft Caltrans Cooperative Agreement
12—ORA-5 PM 8.58-9.35
San Juan Creek Bridge Mitigation — San Juan Creek Watershed
EA No. 12-OE5700
District Agreement No. 12.0622
COOPERATIVE AGREEMENT
THIS AGREEMENT, ENTERED INTO EFFECTIVE ON , 2010, is
between the STATE OF CALIFORNIA, acting by and through its Department of Transportation,
hereinafter referred to as "STATE". and the
CITY OF SAN JUAN CAPISTRANO. a
body politic and a municipal corporation
of the State of California, referred to
herein as "CITY."
ATTACHMENT
RECITALS
1. STATE and CITY, hereinafter referred to as "PARTIES", pursuant to Streets and Highways
Code sections 114 and/or 130, are authorized to enter into this Agreement.
2. STATE is implementing a bridge widening project on the San Juan Creek within the City of San
Juan Capistrano, hereinafter referred to as "PROJECT." PROJECT implementation will result in
the permanent discharge to 0.031 acres and temporary discharges to 0.832 acres (including 0.122
acres of permanent shading) of un -vegetated waters of the United States and waters of the State,
hereinafter referred to as "IMPACTS."
3. STATE, in order to comply with the terms of the approved environmental document (ED) for
PROJECT, is reauiredietends to mitigate for IMPACTS by creating a minimum of 1.264 acres of
riparian habitat planted within the San Juan Creek watershed in Orange County, CA, hereinafter
referred to as "MITIGATION PROJECT."
4. STATE has determined that the estimated cost of satisfying MITIGATION PROJECT is
$150,000 and will be paid for from the phase 4 allocation of the PROJECT as described in
Exhibit A, attached hereto and made a part of this Agreement.
5. Said MITIGATION PROJECT will occur within the San Juan Creek watershed in San Juan
Capistrano. CA. hereinafter referred to as 'PROPERTY," and more particularly described in
Exhibit B, attached hereto and made a part of this Agreement.
6. STATE intends to enter into this agreement to have CITY implement MITIGATION PROJECT
on PROPERTY, as described in the Scope of Work, attached hereto as Exhibit C and made a part
of this Agreement.
7. PARTIES now define herein below the terms and conditions under which this Agreement will be
implemented.
2
SECTION I
CITY AGREES:
All work performed by CITY or performed on CITY's behalf, to implement
MITIGATION PROJECT, shall be performed in accordance with all applicable state and
federal laws, regulations, policies, procedures, and standards.
2. To obtain any and all environmental approvals and/or resource agency agreements,
approvals, and/or permits required prior to implementation of MITIGATION PROJECT and
to fully comply with any terms and conditions thereof.
3. To obtain any and all necessary PROPERTY rights and/or rights of entry required prior to the
implementation of MITIGATION PROJECT and to fully comply with any terms and
conditions thereof. Said rights of entry shall also include rights for STATE personnel to enter
PROPERTY.
4. To submit a draft Mitigation and Monitoring Plan (MMP) to STATE within sixt 60
(30) calendar days of execution of this Agreement for STATE's review and comment. The
draft MMP shall address the requirements set forth in Exhibit C.
5. To address STATE's comments on the draft MMP and thereafter submit a final draft MMP to
STATE within three (5) calendar days of receipt of STATE's comments on the draft MMP
for STATE's review and approval, if appropriate. CITY shall provide STATE a copy of the
final approved MMP.
6. To implement MITIGATION PROJECT, including all of the requirements and/or conditions
set forth in Exhibit C.
7. To use one hundred percent (100%) of STATE's funds provided pursuant to this Agreement,
in order to satisfy CITY's obligation and responsibilities set forth in this Agreement.
B. To submit an invoice to STATE, within thirty (30) calendar days of execution of this
Agreement, in the amount of $150,000, which amount represents STATE's total financial
obligation for all work to be performed pursuant to the terms of this Agreement. Likewise
City shall not be liable for work hereunder in excess of this funding limit excent for costs
3
caused by its own errors or omissions in the performance of the work hereunder.
9. To submit one (1) draft planting report within fourteen (14) calendar days of the planting of
1.264 acres of riparian habitat to STATE, for STATE's review and comment. Said report
shall contain all of the information described in Exhibit C.
10. To address STATE's comments on the draft planting report and thereafter submit a final draft
planting report to STATE within seven (7) calendar days of receipt of STATE's comments
for STATE's review and approval, if appropriate.
H. To submit draft monitoring reports to STATE for three (3) years (with monitoring anticipated to
begin in the year 2011 and end three years later, currently anticipated to be year 2014) by October
1st of each year. Said reports shall contain all of the information described in Exhibit C.
12. To address STATE's comments on the draft monitoring report and thereafter submit a final draft
monitoring report to STATE by October Ist for three (3) years (with monitoring anticipated to
begin in the year 2011 and end three (3) years later, currently anticipated to be year 2014) for
. STATE's review and approval, if appropriate.
13. If at any time during the three (3) year monitoring period (with monitoring anticipated to begin in
the year 2011 and end three; (3) years later currently anticipated to be year 2014) it is determined
by STATE that progress towards the success criteria, as described in Exhibit C and hereinafter
referred to as "SUCCESS CRITERIA," is not being achieved then CITY shall implement any
necessary remedial or adaptive management measures such as replanting and/or weed control.
City's obligation to implement additional remedial measures is Subject to State's Providing
additional funding determined to be reasonably necessary to implement such additional
remedial measures.
14. CITY shall retain all books, documents, papers, accounting records, and other evidence pertaining
to cost incurred, including support data for cost proposals, and to make such materials available at
the respective offices of STATE at all reasonable times. STATE, Federal Highway
Administration (FHWA), or any duly authorized representative of the Federal Government shall
have access to any books, records, and documents of CITY that are pertinent to this Agreement
for audits, examinations, excerpts, and transactions, and copies thereof shall be furnished when
requested.
4
15. City agrees to ensure the created mitigation area is main ainedremams undeveloped open space
in perpetuity pursuant to any requirements imposed thereon by the United States Army Corps of
Engineers, the San Diego Regional Water Quality Control Board, the California Department of
Fish and Game, or other permitting agencies.
16. City Agrees to implement created MITIGATION PROJECTmit'o-°-•ian in such a manner to
fulfill all compensatory mitigation required for State Project EA OE570_, San Juan Creek
Bridge and Auxiliary lane at Camino Capistrano subiect to the funding limits hereunder.
SECTION It
STATE AGREES:
To deposit with CITY within sixty (60) calendar days of receipt of CITY's billing thereof the
amount of $150,000, which amount represents STATE's total Financial obligation for all work to
be performed pursuant to the terms of this Agreement, provided that STATE may, at its sole
discretion and pursuant to an amendment to this Agreement, authorise a greater amount.
2. To review and provide comments to CITY within ten (10) calendar days from receipt of the draft
MMP.
3. Within five (5) calendar days of receipt, to review and approve, if appropriate, the draft final
MMP submitted by CITY to STATE.
4. To review and provide comments to CITY within fourteen (14) calendar days from receipt of the
draft planting report.
5. Within seven (7) calendar days of receipt, to review and approve, if appropriate, the draft final
planting report submitted by CITY to STATE.
6. To review and provide comments to CITY by November I" on the draft monitoring reports
prepared by CITY, and submitted to STATE for three (3) years (with monitoring
anticipated to begin in the year 2011 and end three (3) years later, currently anticipated to
be year 2014).
7. Within seven (7) calendar days of receipt, to review and approve, if appropriate, the draft
final monitoring report submitted by CITY to STATE for three (3) years (with monitoring
5
anticipated to begin in the year 2011 and end three (3) years later, currently anticipated to
be year 2014).
SECTION III
IT IS MUTUALLY AGREED:
All obligations of STATE under the terms of this Agreement are subject to the appropriation
of resources by the Legislature, State Budget Act authority and the allocation of funds by the
California Transportation Commission (CTC). In the event that the State does not budget the
funds necessary to implement the MITIGATION PROJECT the CITY shall be under no
obligation to perform said evrk under this agreement.
2. All applicable laws, rules and policies relating to the use of Federal or Sfite funds shall
apply, notwithstanding other provisions of this Agreement.
3. That this Agreement is not intended to, nor does it address, any remediation work which may
be required if the SUCCESS CRITERIA are not achieved by October 1, 2014.
4. Neither STATE nor any officer or employee thereof is responsible for any injury, damage, or
liability occurring by reason of anything done or omitted to be done by CITY under or in
connection with any work, authority, or jurisdiction conferred upon CITY under this
Agreement. It is understood and agreed that, CITY will fully defend, indemnify, and save
harmless STATE and all of its officers and employees from all claims, suits, or actions of
every name, kind and description brought forth under, including, but not limited to, tortious,
contractual, inverse condemnation, or other theories or assertions of liability occurring by
reason of anything clone or omitted to be done by CITY under this Agreement.
5. Neither CITY nor any officer or employee thereof is responsible for any injury, damage, or
liability occurring by reason of anything done or omitted to be done by STATE under or in
connection with any work, authority, or jurisdiction conferred upon STATE under this
Agreement. It is understood and agreed that, STATE will fully defend, indemnify, and save
harmless CITY and all of its officers and employees from all claims, suits, or actions of every
name, kind and description brought forth under, including, but not limited to, tortious,
3
contractual, inverse condemnation, or other theories or assel I ions of liability occurring by
reason of anything done or omitted to be done by STATE under this Agreement.
6. In the event of any breach of this Agreement by either party, the other party may enforce this
Agreement by any means available at law or in equity. In the event of litigation, mediation or
arbitration to resolve any breach of, or dispute related to this Agreement, each party agrees to
pay for their own attorneys' cost and expenses, without regard to who prevails
7. A failure by either party to enforce any provision of this Agreement shall not be construed as a
continuing waiver, oras a waiver of the right to compel enforcement of that provision.
S. This Agreement may be executed in several counterparts and all counterparts so executed shall
constitute one agreement that shall be binding on all of the PARTIES notwithstanding that all of
the PARTIES are nota signatory to me original or the same counterpart. If any provision of this
Agreement is held invalid, the other provisions shall not be affected thereby.
9. No alteration or variation of the terms of this Agreement shall be valid unless made by a formal
amendment executed by PARTIES hereto and no oral understanding or agreement not
incorporated herein shall be binding on any of the PARTIES hereto.
10. This Agreement shall terminate upon STATE's written acknowledgment that MITIGATION
PROJECT has met the SUCCESS CRITERIA and the final monitoring report has been
approved by STATE.
11. Acts of God. The time of performance and/or duties or obligations of the parties hereunder
shall be extended for the period during which performance was delayed or impeded by reason
of riots. insurrections. war, Fire, casualty, earthquake. acts of God, or other reasons ora like
nature not the fault of the party performing such date or obligation provided that neither
parte shall be required to restore any destroyed work unless additional fundinL, is approved
for such restoration work."
7
STATE OF CALIFORNIA
DEPARTMENT OF TRANSPORTATION
By:
a
CITY OF
SAN JUAN CAPISTRANO
Cindy Mckim Joe Tait, City Manager
Deputy Director of Transportation
Jim Bell
Deputy District Director
Capital Projects Outlay Program
APPROVED AS TO FORM & PROCEDURE:
By:
Attorney, Department of Transportation
CERTIFIED AS TO FUNDS:
APPROVED AS TO FOR -
By:
Omar Sandoval, City Attorney
ATTEST:
Neda Saber, District Budget Manager Maria Morris, City Clerk
Department of Transportation
CERTIFIED AS TO FINANCIAL TERMS AND CONDITIONS:
0
Accounting Administrator
Department of Transportation
Date:
8
EXHIBIT A
Estimated Costs for labor, materials, planting, maintenance, monitoring, and reporting. Details
Pending finalization of Final Draft Restoration Plan for Trabuco Creek/Caltrans Restoration Project
TaskvMaterials
Total Cost
Materials -Plants, compost, mulch, irrigation supplies
$
Initial Efforts (2010) Tasks 1.0 (Mitigation and Monitoring Plan) and 2.0
(Permitting)
Labor Year 1 (20 10) Tasks 3.0 (Planting, including Planting Report), 4.0
(Maintenance), and 5.0 (Monitoring and Reporting)
Labor Year 2 (2011) Tasks 4.0 and 5.0
Labor Year 3 (20 12) Tasks 4.0 and 5.0
Total
$150,000
EXHIBIT B
San Juan Creek Watershed Map Pending. This will be developed in association with the Final
Draft Restoration Plan for Trabuco Creek/Caltrans Restoration Project, the specific
instrument guiding all created mitigation described in this Cooperative Agreement.
to
EXHIBITC
Scope of Work for Mitigation Project within the San Juan Creek Watershed in Orange County
The following Scope of Work addresses the responsibilities and requirements of CITY in providing
for the planting, maintenance, and monitoring of 1.264 acres of riparian habitat mitigation plantings
within the San Juan Creek watershed, in Orange County, CA. This Scope of Work assumes a contract
total of $150,000.00 which includes labor and material cost of plants, planting, maintenance, and
monitoring for three (3) years. It is understood that all tasks will be performed in an appropriately
timed and efficient manner. All CITY deliverables, including annual monitoring reports, shall be
addressed to the following:
Chris Flynn, Chief
Branch C. Environmental Analysis,
California Department of'I'ransportation
3347 Michelson Drive, Suite 100 '
Irvine, CA 92612
Task 1.0 Mitigation and Monitoring Plan _
CITY shall prepare and submit to STATE a Mitigation and Monitoring Plan (MMP) within sixty
(60)thin(30) calendar days of the execution of this Agreement. This MMP will include, but is not
limited to: identify the property where the work will be performed, type of species to be planted, a
map delineating areas to be planted, stream bank stabilization measures to be employed as
applicable, and erosion control measures to be employed as applicable.
Task 2.0 Permitting
CITY shall be responsible for environmental compliance and shall obtain any and all necessary
permits, agreements, and/or approvals for the planting of the 1.264 acres of riparian habitat.
Task3.0 Planting
Following approval of the MMP, environmental compliance, issuance of any necessary permits,
agreements, and/or approvals as well as removal of invasive/exotic species, CITY shall be
responsible for planting 1.264 acres of riparian habitat within the San Juan Creek watershed in
Orange County, CA. Said planting of the 1.264 acres of riparian habitat shall be completed in
accordance with the approved MMP as specified in Task 1.0.
Il
Task 4.0 Maintenance
CITY shall perform all Maintenance tasks. Maintenance activities are scheduled to take place
immediately after planting and continue for three (3) years. Maintenance is an important task in the
restoration of native plant communities and includes, but is not limited to, activities such as invasive
eradication, supplemental irrigation, and planting of additional plant material. Site maintenance will
be conducted for three (3) years and will begin immediately after re-vegetationis completed.
The maintenance schedule will be flexible enough to maintain the planting areas free of invasive
species and to ensure the required survival rate and growth of plants and seed material.
During the maintenance period, non-native invasiy6kolants will be removed as they are identified.
Invasive control measures will include the following: (I) hand removal, (2) cutting or mowing, (3)
and chemical herbicides where approved. Hand removal will be the primary method of invasive
control since it is very effective in eliminating only the desired plants. Chemical control will be used
for the highly invasive species. Any herbicide treatment will be specified by a licensed Pest Control
Advisor and applied by a licensed Pest Control Applicator in consultation with CITY. The use of
mechanical, chemical, and hand removal methods will be used as needed and appropriate.
Riparian vegetation will be watered as needed during the establishment period to ensure long-term
survival.
CITY shall be responsible for obtaining any and all rights that are necessary to perform the work
described herein. Water shall be taken in compliance with all state and federal laws, including any
permits that may regulate such actions. Replacement plants will be installed as needed to meet the
performance criteria as defined below.
Task 5.0 Monitoring and Reporting
Success Criteria
The ultimate goal for the mitigation project is to have 1.264 acres of established riparian habitat.
The success criteria for planting are based on the goal of obtaining self-sustaining native and
regionally appropriate vegetation cover. The criteria established to evaluate the success of the
planting plan goals are as follows:
12
I. Greater than 75 percent relative coverage of native plants within three (3) years
(proportional contribution of species cover to total vegetation cover).
2. At least three (3) native plant species established within the first three (3) years and/or natural
recruitment of native species, each with at least 10% coverage.
3. At least 50 percent viability of the foliage and stems above ground.
4. Decrease non-native invasive weeds to less than l0% cover within the first three (3) years.
Progress towards meeting the success criteria will be monitored annually at the end of the growing
season (approximately September). Annual qualitative monitoring will be performed in conjunction
with a long-term maintenance program. The entire site will be visually inspected and qualitative or
subjective determinations will be made. Estimates regarding presence or absence, population sizes,
population distribution, and population condition will be made for each species planted. In addition,
permanent photographic station locations will be established to document the progress of the
mitigation plantings over the course of the monitoring period. The locations will be chosen to
provide unobstructed views of the mitigation plantings and will be sufficient in number to adequately
document the status of the site. Photographs will be taken at these locations on an annual basis.
Monitoring will take place for three (3) years after planting and will measure the progress toward and
achievement of the final success criteria. ..
Failure to meet success criteria will require re-evaluation of the site conditions followed by
remedial or adaptive management measures such as replanting and/or weed control. Replanting may
occur during the spring or fall (rainy season). If any particular species demonstrate failure -to -thrive
trends (less then 50 percent viable foliage or stems), substitution with other native species will be
considered appropriate.
Reporting
One (1) planting report will be submitted to STATE within thirty (30) calendar days of the planting
of 1.264 acres of riparian habitat. This report will include, but is not limited to: a description of
existing site conditions; a description of site preparation; a description of the planting materials used
(i.e. cuttings, seedlings, seed, plugs, container size and source if not obtained from a commercial
nursery); use of mulch and/or fertilizers; description of plan preparation, if necessary (i.e. how
cuttings were obtained, size, treatment with rooting hormone); necessity for irrigation and/or fencing;
and a summary of any planting problems and how said problems were resolved).
13
Monitoring results will be submitted to STATE annually. The report will include, at a minimum,
name and title of personnel conducting monitoring, maintenance, and reporting; observation dates for
monitoring activities; photo documentation; vegetation summaries; any corrective actions that were
taken, and a summary and evaluation of data for the current year compared to previous years (in the
second through sixth years of monitoring). The reports will specify the progress toward or
achievement of the success criteria. The first annual draft monitoring report will be due on October
1st the year following the completion of plantings with subsequent draft reports due each October I st
for the next consecutive two (2) years.
If adaptive management measures become necessary and changes are made to the planted
species/planting densities, these changes will be noted in the annual monitoring report.
If the final annual monitoring report (due October 1" in the final year of monitoring currently
anticipated to be the year 2014) indicates that the mitigation project has failed to achieve its goals, in
whole or in part, the cause of the failure will be identified and rectified through whatever means are
considered adequate to meet the goals of the mitigation project, including consultation with STATE.
14
4/20/2010
nneMoRaNDunn D13
TO: Joe Tait, City Manage &r
FROM: Steven Apple, AICP, Community Development Director
SUBJECT: Consideration to Initiate Consultation with California Department of
Transportation (CalTrans) Regarding a Potential Cooperative Agreement for
Participation in the Trabuco Creek Habitat Restoration Plan
RECOMMENDATION
By motion, authorize staff to consult with the California Department of Transportation
(CalTrans) on the terms of a potential cooperative agreement for participation in the
Trabuco Creek Habitat Restoration Plan.
SITUATION
Caltrans has requested that the City negotiate and enter into a cooperative agreement
regarding habitat mitigation along Trabuco Creek. Caltrans latest proposal to the City
includes a Caltrans contribution of $150,000 (up from an initial $60,000 offer) to fund the
restoration of 1.264 acres of riparian habitat along Trabuco Creek. The City would also be
responsible for monitoring the mitigation area for a period of five years to assure the
establishment of native plants within the creek corridor.
In November 2009, the City submitted a Habitat Conservation Fund grant to the State of
California for a 7 acre portion of Trabuco Creek through the "2C Ranch" property (former
Shea property).The State's Habitat Conservation Fund (HCF) Program allocates
approximately $2 million per year to the California Department of Parks and Recreation for
grants to cities, counties, and districts to provide for nature interpretation and other non -
capital outlay programs which bring urban residents into park and wildlife areas, and to
protect fish, wildlife and native plant resources, to acquire or develop wildlife corridors and
trails. The HCF Program sunsets in FY 2019/2020. The City's grant application included a
total budget of $200,000 with the- State providing $100,000 and the City providing a
$100,000 match through a combination of in-kind services and funds.
The Habitat Conservation Fund Program encourages applicants to develop partnerships or
cooperative agreements with such entities as federal, state, and local parks, non-profit
organizations, local business groups, and schools, to maximize project opportunities and
funding strategies. The Caltrans proposal has potential merit in terms of providing an
additional funding source that could enhance the City's restoration effort along Trabuco
Creek. However, the City needs to'be assured that Caltrans proposal does not result in
additional costs to the City, above and beyond what the City has already committed, that
would essentially subsidize Caltrans and their permit requirement. Staff would need to
Agenda Report
Page 2 April 20. 2010
negotiate the specific provisions of a cooperative agreement with Caltrans before
determining whether such an agreement would be beneficial to the City.
Staff recommends that the City Council authorize staff to negotiate the specific provisions
of a cooperative agreement with Caltrans, and assuming that reasonable and appropriate
provisions can be negotiated that protect the City's interests, thatthe proposed cooperative
agreement then be agendized for City Council review and action at a future meeting
following the conclusion of successful negotiations.
FINANCIAL CONSIDERATIONS
The City Council has previously allocated up to a maximum of $500,000 of Measure Y
bond proceeds for habitat restoration work as a 25% match based on Measure M grant
guidelines. The City has also committed to provide a 50% ($100,000) match to qualify for
the Habitat Conservation Fund Program grant.
PUBLIC NOTIFICATION
Public notification is provided through posting of the meeting agenda.
By motion, authorize staff to consult with the California Department of Transportation
(CalTrans) on the terms of a potential cooperative agreement for participation in the
Trabuco Creek Habitat Restoration Plan.
Respectfully submitte
d,
Steven A. Apple�
Community Development Director
Prepared by:
�� s�A1CP
Principal Planner
Attachment: Caltrans April 15, 2010 Offer Letter to City of San Juan Capistrano through
Derek Ostensen & Associates.
DEPARTMENT OF TRANSPORTATION
3347 MICHELSON DRIVE, SUITE 100
IRVINE, CA 92612-8894
PHONE (949) 279-8715
FAX (949) 724-2141
TTY 711
April 15, 2010
Mr. Derek Ostensen
Conservation Consultant
Derek Ostensen and Associates
Dear Mr.Ostensen:
4<'
Flex pier powerl
Be energy eficlend
Please forward the following information to your contacts with the City of San Juan Capistrano. We
know that you have been working very closely to help initiate the Northwest Open Space
Restoration Project with the City of San Juan Capistrano, Caltrans beleives this would align with
our mitigation needs for the 1-5/Camino Capistrano Interchange Improvements Project. The
following items summarize what Caltrans can commit to and what commitments are needed for this
project to commence.
Caltrans has allocated $150,000 of mitigation funds for related project impacts to waters of the U.S.
and waters of the State. This money would be transferred from Caltrans to the City of San Juan
Capistrano once a Cooperative Agreement is executed. The San Diego Regional Water Quality
Control Board has stipulated that 1.264 acres of restoration is required to offset these impacts. We
would need the Cooperate Agreement to solidify the following general roles and responsibilities.
Our hope is that through the Northwest Open Space Restoration Project, the City will plan and
implement restoration of 1.264 acres of riparian habitat in Trabuco Creek. The City would be
responsible for coordinating the restoration and monitoring its success according to performance
standards noted in the Cooperative Agreement. Caltrans would receive credit for the 1.264 acres of
the City's restoration, per its funding of that portion of the project.
Removal of non-native arundo, tamarisk, pampas grass and other invasive species within the 1.264
acre area must begin by August 2010, concurrent with the I-5/Camino Capistrano Interchange
Improvements Project near San Juan Creek. Removal will be conducted by appropriate methods,
including hand tool removal and environmentally safe, permitted herbicide, as needed. The City
will develop a restoration plan for native plant revegetation (riparian plant species) of the 1.264 acre
site and will begin revegetation (plant installation) by April 2011.
We have requested that both the San Diego Regional Water Quality Control Board and the
California Department of Fish and Game review the City's Restoration plan and approve this option
as our mitigation for the above project. We feel that with a firm commitment from the City our
chance of approval from the regulatory agencies will greatly increase.
"Caltrans improves mobility across California"
ATTACHMENT 1
Mr. Ostensen
April 15, 2010
Page 2
We would like to request a commitment in writing that the City would be willing to accept the
$150,000 and in return obligate them to meeting the above stated commitments. Once we have this
firm commitment and approval from the above referenced agencies we would like to immediately
move forward with the Cooperative Agreement process. Timing is absolutely crucial as this can be a
timely process for both of our agencies. Thank you in advance for your time and expedition of this
partnership.
Sincerely,
Chris Flynn
Branch C Chief
Environmental Analysis — District 12
C: Lesley L. Hill, Associate Environmental Planner, Natural Sciences
"Caltrans Improves mobility across California"
Today's Date: -0 Transmittal(Chec
k All That Apply)
City Attorney
` City Manager
1 City Clerk
CONTRACT TRANSMITTAL
CIP No. (if any): N
Project Manager's Last Name JA yJ4 Phone Extension:
Council or CRA Meeting Date (if applicable):
APPROVING AUTHORITY: (Check One)
❑ Mayor #Z-
❑ CRA Chair /G/I►�-I_,llt ~(J I L
City Manager
Ftpalrty,
jj��/,�y'l/.�y���«>� J
Provide 1 executed original contract for each scludin th�t . If the a reement is to be
O 9� 9 Y 9
recorded – only (1) original will be recorded with certified copies going o other part' s.
5120 J N _t
Please provide the mailing address of any party to receive an agreement – unless the mailing address is
included within the body of the agreement:
OTHER INSTRUCTIONS:
Cal -fres to dJ t'4" ovIa0s. �`1 se(Tf ttio -f &a ve ` o cvo eo .
W1,41
T M410
Form Dale: 01-2004 D-7
Christy Jakl
From: Ayako Rauterkus
Sent: Wednesday, September 22, 2010 9:39 AM
To: Maria Morris
Cc: Christy Jakl; Steven Apple; Bill Ramsey
Subject: FW: Habitat restoration for cooperative agreement with Caltrans approved 5-0 by City Council
tonight
Hi Maria,
I apologize for not providing you more information/instructions from Caltrans.
Caltrans needs 4 originals so they provided 5 copies for the City to sign.
They requested not to fill the "DATE" on the agreements.
After the City's signatures, please forward them to the following:
Cindy Ngo
Cooperative Agreements Branch
District 12, Division of Design
3347 Michelson Drive, Suite 100
Irvine, CA 92612-8894
(Her phone number is 949.724.2785)
Caltrans will forward the fully executed copy to the City after their signature.
Thank you,
Ayako Rauterkus
Development Services Department
arauterkus@sanivancapistrano.ore
32400 Paseo Adelanto
San Juan Capistrano, CA 92675
949.443.6325
Fax: 949.661.5451
From: Steven Apple
Sent: Tuesday, September 21, 2010 8:53 PM
To: Derek Ostensen; Bill Ramsey; Ayako Rauterkus
Subject: Habitat restoration for cooperative agreement with Caltrans approved 5-0 by City Council tonight
Ayako and Bill will coordinate contracts signatures - onward!
Steve Apple