HomeMy WebLinkAbout06.B- Council Office 6.B
DOC I D: 4721 A
CITY OF SAN BERNARDINO — REQUEST FOR COUNCIL ACTION
Agreement
From: Benito J. Barrios M/CC Meeting Date: 11/21/2016
Prepared by: Renee Ramey, (909) 384-
5188
Dept: Council Office Ward(s):
Subject:
Discuss and Take Possible Action Regarding California Consulting, LLC Grant Writing
Services
Current Business Registration Certificate: Not Applicable
Financial Impact:
Motion: Discussion and Take Possible Action for Grant Writing Services
Background
Discussion of grant writing services that could be provided by California Consulting,
LLC.
Supporting Documents:
California Consulting, LLC (PDF)
Proposal - City of San Bernardino (Retainer and Per Grant) (PDF)
CC Municipal References (PDF)
Updated: 11/17/2016 by John Paul Maier A Packet Pg. 568
1
AUPORNIA
ITC
The Slate's Premier Gran!if Ling Firrrr
m
N
ti�wr� O
c
O
R
L
Serving Government Agencies and the riv
U
Sector N
ti
d'
U
J
J
OS
G
U!
G
O
U
History of California Consulting, LLC
L
Founded in 2004, California Consulting, LLC has a solid reputation for hard work and a commitment to success for its
clients. California Consulting, LLC is the largest grant writing firm in California. With offices in Southern California, U
Northern California and Central California, we have more than 90 clients statewide. We have 25 members of our team
from Chico in the North, to Los Angeles in the South. m
E
U
California Consulting has developed an expertise in representing public agencies, private companies, and non-profit
organizations. We have secured over$1.4 billion for our clients since inception through grant writing and lobbying Q
efforts combined.
Owner Steve Samuelian has more than two decades of experience dealing with Government, including 8 years as
District Director for a U. S. Congressman. Additionally, Mr. Samuelian served in the California Legislature. The
company has a professional team of Governmental affairs advocates and grant writers to successfully serve our
client's needs.
California Consulting has developed an expertise in representing public agencies and non-profit organizations.
ht tp.//californiaconsulting.orglabout-us/ Packet Pg. 569
6.B.a
Tire' ues, rrr r aril linge ernr
Legislators.
We provide, coordinate, and arrange visits to Sacramento for our clients. These visits include a full day of meetings
with State agencies and key decision makers for grant funding.
With an affiliate office in Sacramento, California Consulting is well equipped to host visits of local elected and
appointed officials.
a�
rn
a�
c
L
i.+
'L^
V
U
J
J
S
O
N
C
O
U
L
O
v—
Success Stories
• Lancaster School District te
F--•
California Consulting LLC is pleased to announce Lancaster School District received $399,811 (for year 1 of 3
years)for the US Department of Education Elementary & Secondary School Counseling Awards. This award is
given over three years for an estimated total of$1,199,433! CC LLC was founded in 2004 and is the State's J
largest grant [...] S
w
• City of Monterey Park N
c
California Consulting LLC announces the City of Monterey Park was awarded the Cal RECYCLE Tire Derived o
U
Product Grant for$16,920. We are proud to have the City of Monterey Park as our client! cv
'c
L
O
4-
U
Testimonials
• Sandra Rivera, Superintendent Earlimart Elementary School District ;a
"California Consulting are experts at writing large federal applications that get funded. Earlimart Elementary a
School District has benefited greatly from their expertise."
• Ed Rendon, Chair, San Gabriel Valley Civic Alliance
"California Consulting has generated millions of grant dollars for San Gabriel Valley cities and school districts. I
give them my highest recommendation."
• Rich Medo, Superintendent, Corcoran Unified School District
ht tp://californiaconsuibng.orglatwut-us/ Packet Pg. 570
C.B.b
AL0 N S LTINGA'('
I IFORNIA
wiv;i.californiaconsultin-.orp
m
a�
_
A Proposal for City of San Bernardino L
w
L
History
Founded in 2004, California Consulting, LLC has a solid reputation for hard work and a J
commitment to success for its clients. California Consulting, LLC is the largest grant writing firm in
California. With offices in Southern California,Northern California and Central California, we have =
almost 80 clients statewide. We have over 30 members of our team from Chico in the North, to San
Diego in the South.
California Consulting has developed an expertise in representing public agencies, private U
companies, and non-profit organizations. We have secured over $1.5 billion for our clients since
inception through grant writing and government advocacy efforts combined. „o
The California Consulting team boasts nearly 25 grant writers. Through years of experience ca
our grant writers have a proven track record of success and have mastered their skills of identifying,
researching, and obtaining funding for significant projects at every level of government. California
Consulting grant writers have written over 750 competitive grants that have been funded, generating
over $180 million for our clients. Our aggressive, hard-working, and results-oriented style has
translated into millions of dollars for our clients. Our professional grant writers are diligent and stay 2
current on every Federal and State grant available on a myriad of different topics and public policy
L
areas. Whether it is recreation, education, parks money, or public safety our grants team knows a
where to locate grant funds and how to successfully write the applications.
L
Sacramento Trips
Our office regularly organizes trips to Sacramento for our clients. We organize a full day of
meetings with key State Agencies with grant monies available. Usually the City Manager or District
Superintendent along with elected officials will attend the day long visit to the Capitol accompanied °c
by California Consulting. These visits include a full day of meetings with State Agencies and key
decision makers for grant money.
m
Events cc
In order to keep our clients regularly informed of updates from the Capitol, we routinely 6-
invite special guests from Sacramento to visit with our clients. We periodically host invitation only �°
events with a key elected or appointed official from Sacramento. We have held events in v
Montebello, Salinas and Fresno. Guests have included CalTrans Director Malcolm Dougherty, the '
Governor's Cabinet Secretary, Director of California Governor's Office of Business and Economic o
Development, Kish Rajan and other key policymakers. This allows clients to interact with major o
policymakers in a unique small group setting. a.
c
References E
California Consulting references include key leaders from around the State. Our
relationships are bi-partisan and we have references from major figures and leaders in both political Q
parties.
Page 1 of 4
Packet Pg. 571
California Consulting currently represents over 35 cities across California, almost 40 School
Districts,non-profits and others. We have also been retained to work for agencies including Chevron
Corporation and academic institutions including the California Institute of Technology in Pasadena,
as well as several private sector clients. A full client list can be obtained at
www.californiacomulting.org.
cM
Grant Writing =
California Consulting is a full service grant writing firm. We are experts in the fields of grant y
research and identification, preparing comprehensive and concise grant application packages,
submitting grants in a timely fashion, follow through after the grant has been submitted to determine
the status of the grant and post award compliance and administration. v
California Consulting has a fundamental business philosophy founded on open J
communication and tailoring the grants we go after to fit our client's needs.
1. Needs Assessment (Meetings with Department Heads to review priorities and
funding needs): We learn about the client at the outset of the contract by conducting an 0
U
in-depth Needs Assessment. Each client is assigned a lead Project Manager. The Project M
Manager communicates regularly with the client and on an ongoing basis. This =`o
relationship building is the key to keeping the grants pursued on target with the client's "=
overall goals. v
Sample questions asked during the Needs Assessment:
a) List and describe any program initiatives or priority projects.
b) What needs, projects, or content areas would you like to target for funding? You can
list specific projects or general areas in which you have funding needs.
c) List any grants for which you are considering applying or have decided to apply. In
addition, please list what kind of grant-writing support would be helpful for each
grant. a
d List ants ast that have been funded.
p 1�' �
e) List past grant applications you would like to revise and submit again.
2. Facilitation of Department Decision Making Processes: Our Project Managers are =
experts on grant identification. With years of experience, your Project Manager will be
able to assist your Staff in deciding which grants make the most sense on meeting the --
funding needs identified. _
3. Grant Research and Identification: Our Project Manager's conduct thorough research
on an ongoing basis. We track current and upcoming grants in order to let our client's
know what is available and what we recommend would fit their situation. By regularly m
tracking grant announcements we are able to present these grant opportunities to our
clients as soon as they are released. California Consulting will provide you with a Grant N
Activity Report monthly detailing the grants available, grants in progress and grants >,
submitted. You will also be provided with available grant opportunities on an ongoing v
basis. '
4. Client Commitment: When identifying grants that meet the your needs and funding c
priorities, your Project Manager will advise you of the estimated time commitment o
required from your staff. a
5. Grant Preparation Process: When your staff and California Consulting agree to pursue
a grant, we will develop a checklist and schedule. The checklist and schedule will E
include what things you will be responsible for and when we will need them submitted.
I' We need your staff involved in the grant preparation process to provide required 2
information we don't have access to. The Project Manager will provide you with grant
Page 2 of 4
Packet Pg. 572
portions along the way for you to review for content accuracy. The more engaged you
are able to be in this process, the higher quality the application will be. California
Consulting retains copies of all grants we've submitted. If the application was
successful,we use it as a guide for future grants.
Below is a list of general tasks for our grant process:
a. Create a task timeline with due dates
b. Ensure the proposed project meets the grant agency's requirements Y
c. Review similar successful grant applications and apply where possible
d. Collect information on the project
e. Meet with staff to create an accurate scope of work, budget, timeline, narratives, c2
and cost analysis U
f. Obtain letters of support when necessary
g. Draft proposals and send to staff for review
h. Incorporate staff edits in final drafts
i. Submit completed application timely N
j. Monitor funding agency until grant awards are announced. o
6. Quality Assurance: California Consulting takes pride in our impeccable grant
applications. We are successful in this area due to our thorough quality assurance L
measures. Our Grant Mangers conduct group meetings with all Project Managers
regularly. In addition, our Grant Managers meet individually with each Project Manager v
to review each client. These meetings thoroughly discuss each client's needs, what
grants are being worked on and what additional grants may be a good fit. Our Grant n
Managers review grant applications prior to submission. This ensures the best quality
product before the grant application is submitted.
7. Facilitation of Partnership Meetings: Our Project Managers will arrange and schedule
meetings with key personnel to review all grants prior to submission to ensure application
accuracy. a
8. Timely Submission: We create a precise timeline to ensure the grant is submitted on =
time. This timeline not only captures the submission deadline, but we create other
deadlines in order to obtain the information needed for a quality submission. We believe =
if everyone is on the same page and is aware of what needs to be done, we can limit cc
scrambling at the last minute.
9. Funding Agency Monitoring: California Consulting will monitor the Funding Agency 0
until grant awards are announced.
10. Grant Administration: Some grants require post award compliance, reporting and c
administration. California Consulting will prepare required agency reports and submit a)
them by the required due date. We propose that to the extent legally allowed, the Client
hire California Consulting as grant administrators when dollars are available from within
w..
the grant (at no additional cost to you). When grant dollars from the grant are not 0
available for administration, reporting and evaluation purposes we will provide these
services to the Client for a monthly fee, or a one-time fee based on the Client's
preference. u
11. Progress Reporting: California Consulting will prepare a monthly report reflecting Q.
grants in progress, grants submitted and grants awarded. This will provide you and your °
a.
Council/Board with a clear return on investment.
c
a�
E
Pricing
California Consulting offers two different pricing options for Grant Writing services. This
i pricing includes all grant research, grant identification, grant writing and post award administration. Q
Page 3 of 4
- Packet Pg. 573
Pricing Options:
1. Monthly Retainer Option
2. Per Grant Option
L
a�
a�
Monthly Retainer Option
L
California Consulting offers a set monthly retainer to include the following services:
m
eLn
V
Included c>
Task in Price
Meet with Client Staff to ascertain needs and goals.
Conduct background research as requested by Client. v
Attend meetings in person or by teleconference as necessary. c
Develop schedule for grants chosen by Client. U
Pre ar ng and writing all grant applications chosen by Client
Develop evaluation strategies in accordance with funding agency's instructions. `p
Adhere to decisions made by Client relating to grants.
Draft and finalize grant language with direction of Client.
Ensure timelines for grant submittal are met.
Monthly reports to include grants in progress,grants submitted and grants awarded.
Regular communication via email and/or phone regarding upcoming ant opportunities.
R
L
The monthly retainer package is the most cost effective method for the Client. For almost 14
years, the monthly retainer method has been an effective and successful method for California a
Consulting in serving our various clients throughout the State.
c
We propose a flat monthly rate of$6,500.00 plus reimbursement of out of pocket expenses
for services explained above.
R
r
d
Per Grant Option
0
c
We propose a cost on a"Per Grant"basis,plus reimbursement of out of pocket expenses.
Grant research, grant identification and administration can be provided at an hourly rate of$95.00. L
The following is a breakdown of cost per grant: m
c
R
Grant Amount Cost N
Up to $10,000 $1,000
$10,001 - $50,000 $3,000 v
$50,001 - $100,000 $4,000
$100,001 - $250,000 $6,000 0
*Over$250,000 $8,000 - $12,000 0
*Cost will be determined based on complexity of grant preparation for grants exceeding$250,000 a
a.:
For research completed at an hourly rate, Client may specify a"not to exceed"amount.
.c
M
Q
Page 4 of 4
Packet Pg. 574
6.B.c
WLCONSUI�FING,,",,
Municipal References
U
.y
d
C)
C
1. City of Montebello—Francesca Tucker-Schuyler—City Administrator; (323) 889-9414; L
fschuylerCcityofmontebello.com
R
L
Manager; 209 862-3665•
1 Holland City ,
2. City of Newman -Michael y g , ( )
U
man.com
J
mholland(�cityofiiew _j
3. City of Lompoc—Kurt Latipow—Fire Chief, (805) 736-4513;
K latiPowCei.lompoc.ca.us '
y
C
O
4. City o f Montere y Park—Paul Talbot City Manager, (
626) 307-1255,
V�
PTalbotgMontereyPark.ca.gov o
0
5. City of San Fernando—Brian Saeki—City Manager, (818) 898-1202;
_) BSaekigsfcity.org N
ti
6. City of Patterson - Ken Irwin—City Manager, (209)895-8015;
kirwingci.patterson.ca.us
v
d
7. Cosumnes Community Services District—Jeff Ramos—General Manager; (916)405-
d
I' 7150; ief-framosgyouresd.com
8. City of Waterford- Tim Ogden—City Administrator/Manager; (209) 874-2328 x103;
togdenncityofwaterford.org _
V
9. City of Montebello—Vivian Romero—Council Member; (213) 379-4466; v
vromeromusic@wnail.com _
d
E
10. Kosmont Companies—CEO - Larry Kosmont(213)417-3333; lkosmontLakosmont.com o
Q
11. League of California Cities,Los Angeles Division—Robb Korinke, Former Executive
Director; (562) 912-3483; robb@grassrootslab.com
Packet Pg. 575