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HomeMy WebLinkAbout05-15-2019 Agenda BackupCITY OF SAN BERNARDINO AGENDA FOR THE JOINT REGULAR MEETING OF THE MAYOR AND CITY COUNCIL OF THE CITY OF SAN BERNARDINO, MAYOR AND CITY COUNCIL OF THE CITY OF SAN BERNARDINO ACTING AS THE SUCCESSOR AGENCY TO THE REDEVELOPMENT AGENCY, MAYOR AND CITY COUNCIL OF THE CITY OF SAN BERNARDINO ACTING AS THE SUCCESSOR HOUSING AGENCY TO THE REDEVELOPMENT AGENCY, MAYOR AND CITY COUNCIL OF THE CITY OF SAN BERNARDINO ACTING AS THE HOUSING AUTHORITY, AND THE MAYOR AND CITY COUNCIL OF THE CITY OF SAN BERNARDINO ACTING AS THE SAN BERNARDINO JOINT POWERS FINANCING AUTHORITY WEDNESDAY, MAY 15, 2019 5:30 PM – CLOSED SESSION 7:00 PM – OPEN SESSION COUNCIL CHAMBER • 201 NORTH E STREET • SAN BERNARDINO, CA 92401 • WWW.SBCITY.ORG Theodore Sanchez John Valdivia James Mulvihill COUNCIL MEMBER, W ARD 1 MAYOR COUNCIL MEMBER, WARD 7 Sandra Ibarra Teri Ledoux COUNCIL MEMBER, W ARD 2 ACTING CITY MANAGER Vacant Gary D. Saenz COUNCIL MEMBER, W ARD 3 CITY ATTORNEY Fred Shorett Georgeann “Gigi” Hanna COUNCIL MEMBER, W ARD 4 CITY CLERK Henry Nickel David Kennedy COUNCIL MEMBER, W ARD 5 CITY TREASURER Bessine L. Richard COUNCIL MEMBER, W ARD 6 Welcome to a meeting of the Mayor and City Council of the City of San Bernardino. o Anyone who wishes to speak during public comment or on a particular item will be required to fill out a speaker slip. Speaker slips must be turned in to the City Clerk. You may email your request to speak to publiccomments@sbcity.org prior to 5:30 p.m. Each request will cover one speaker. Those who wish to speak must submit their own request to be called on by the Mayor. o There is a 3-minute-per-person time limit for all comments, excluding public or quasi-judicial hearings. o Written comment on any item may also be submitted to the City Clerk to be included in the meeting record. It will not be read aloud by the City Clerk. o Those who wish to speak on public or quasi-judicial hearing items will have three minutes for each item. o All who wish to speak, including Council members and staff, need to be recognized by the Mayor or Mayor Pro Tempore before speaking. o Please contact the City Clerk’s Office (384-5002) two working days prior to the meeting for any requests for reasonable accommodation to include interpreters. o All documents for public review are on file with the City Clerk’s Office or may be accessed online by going to www.sbcity.org. o Please turn off or mute your cell phone while the meeting is in session. Regular Meeting Agenda May 15, 2019 Mayor and City Council of the City of San Bernardino Page 2 Printed 5/10/2019 o Call to Order Attendee Name Present Absent Late Arrived Council Member, Ward 1 Theodore Sanchez    Council Member, Ward 2 Sandra Ibarra    Council Member, Ward 3 Vacant    Council Member, Ward 4 Fred Shorett    Council Member, Ward 5 Henry Nickel    Council Member, Ward 6 Bessine L. Richard    Council Member, Ward 7 James Mulvihill    Mayor John Valdivia    City Clerk Georgeann "Gigi" Hanna    City Attorney Gary D. Saenz    Acting City Manager Teri Ledoux    CLOSED SESSION PUBLIC COMMENTS ON CLOSED SESSION ITEMS A three-minute limitation shall apply to each member of the public who wishes to address the Mayor and City Council and the Mayor and City Council Acting as the Successor Agency to the Redevelopment Agency. No member of the public shall be permitted to “share” his/her three minutes with any other member of the public. A. CONFERENCE WITH LEGAL COUNSEL - EXISTING LITIGATION (Pursuant to Government Code Section 54956.9(a) and (d)(1)): i. Robert Cuellar vs. City of San Bernardino, Workers Comp. Case No. ADJ8584350 ii. Pepe’s Inc. v. City of San Bernardino, et al., San Bernardino Superior Court Case No. CIVDS1827968 iii. Pepe’s, Inc., a California corporation dba Pepe’s Towing v. City of San Bernardino, United States District Court Case No. 5:18-cv-02277-SVW (SPx) iv. Robert Vermeer, et al. v. City of San Bernardino, et al., San Bernardino Superior Court Case No. CIVDS1721812 B. CONFERENCE WITH LEGAL COUNSEL – ANTICIPATED LITIGATION Significant exposure to litigation (Pursuant to Government Code Section 54956.9(d)(4)): Two cases C. PUBLIC EMPLOYEE EVALUATION (Pursuant to Government Code Section 54957(b)(1)): City Manager D. PUBLIC EMPLOYEE DISMISSAL (Pursuant to Government Code Section 54957(b)(1)): City Manager INVOCATION AND PLEDGE OF ALLEGIANCE Regular Meeting Agenda May 15, 2019 Mayor and City Council of the City of San Bernardino Page 3 Printed 5/10/2019 CLOSED SESSION REPORT PRESENTATIONS 1. Citizen of the Month – Joanne Bates – Council Member Jim Mulvihill 2. Special Recognition – 2019-2020 Mr. Cardinal & Court:  Xavier Palacios – Mr. Cardinal  Ulysses Villalobos - 1st Runner-up  Javier Tovar – 2nd Runner-up  Daniel Macias – Mr. Cardinal Ambassador 3. Chamber of Commerce & Local Elected Officials Announcements PUBLIC COMMENTS FOR ITEMS LISTED AND NOT LISTED ON THE AGENDA A three-minute limitation shall apply to each member of the public who wishes to address the Mayor and City Council on any item on the agenda. There is no limit to the number of items that may be discussed within the three-minute time limit. To be called on by the Mayor, please turn in individual speaker slips to the City Clerk by 5:00 p.m. the day of the meeting. If you wish, you may email your speaking request to publiccomments@sbcity.org prior to the beginning of the meeting. Emailed requests to speak will not be accepted from anyone but the person requesting to speak. CONSENT CALENDAR There will be no separate discussion of Consent Calendar items unless a Council member requests that the item be considered in its normal sequence on the agenda. Public comment on Consent Calendar items is limited to three minutes total per person. There is no limit on the items that can be discussed within that time. 4. Waive Full Reading of Resolutions and Ordinances Recommendation: Waive full reading of Resolutions and Ordinances on the agenda dated May 15, 2019. 5. City Council Approval of Commercial and Payroll Checks Recommendation: Approve the commercial and payroll checks for April 2019. 6. City Council Approval of Draft Minutes Recommendation: Approve the minutes of the Mayor and City Council Regular Meetings of February 20, 2019, March 6, 2019, and March 20, 2019 and Special Meetings of February 21, 2019 and March 27, 2019. Regular Meeting Agenda May 15, 2019 Mayor and City Council of the City of San Bernardino Page 4 Printed 5/10/2019 7. Update the 2018 Basic Compensation Plan for San Bernardino Police Department Recommendation: Adopt Resolution No. 2019-64 of the Mayor and City Council of the City of San Bernardino, California, updating salaries for the San Bernardino Police Department Ranges P-6 (Assistant Chief) and P-7 (Chief) that came into effect on August 1, 2018 and approving a basic compensation plan for the San Bernardino Police Department. 8. Excess Insurance for Fiscal Year 2019/20 Recommendation: Adopt Resolution No. 2019-68 of the Mayor and City Council of the City of San Bernardino, California, authorizing the City Manager to purchase California State Association of Counties Excess Insurance Authority (CSAC-EIA) insurance for excess workers’ compensation coverage and to purchase stand-alone commercial coverage for excess liability insurance with Aon for FY 2019/20. 9. FY 2017 Homeland Security Grant Program Recommendation: Adopt Resolution No. 2019-69 of the Mayor and City Council of the City of San Bernardino, California, authorizing the receipt, obligation, and expenditure of the FY 2017 Homeland Security Grant Program (HSGP) and authorizing the Director of Finance to amend the FY 2018/19 Adopted Budget. 10. Issuance of a Purchase Order to Fairview Ford of San Bernardino for the Purchase of Two (2) 2019 Ford F-150 2WD with Super Crew Cab 6.75 Box Trucks Recommendation: Adopt Resolution No. 2019-70 of the Mayor and City Council of the City of San Bernardino, California, authorizing the Director of Finance to issue a Purchase Order to Fairview Ford in an amount not to exceed $51,500 for the purchase of two (2) 2019 Ford F-150 XL 2 WD Super Cab 6.75 box trucks. Regular Meeting Agenda May 15, 2019 Mayor and City Council of the City of San Bernardino Page 5 Printed 5/10/2019 11. Award of Construction Contract for Pavement Rehabilitation at Ten Locations to All American Asphalt Recommendation: Adopt Resolution No. 2019-73 of the Mayor and City Council of the City of San Bernardino, California, approving the award of a Construction Contract with All American Asphalt in the amount of $4,463,962 for Pavement Rehabilitation at ten locations; authorizing the construction contingency in the amount of $446,000; authorizing the Finance Director to amend FY 2018/19 adopted budget to allocate Measure I Funds to the project and amend the street segments account to reflect the updated unit price per segment; and authorizing the City Manager or designee to expend the contingency fund, if necessary, to complete the project. 12. Award of Construction Contract for Citywide Pavement Rehabilitation (Slurry/Crack Seal) to Pavement Coatings Co. Recommendation: Adopt Resolution No. 2019-74 of the Mayor and City Council of the City of San Bernardino, California, approving the award of a Construction Contract with Pavement Coatings Co. in the amount of $1,243,700 for Citywide Pavement Rehabilitation (Slurry/Crack Seal); authorizing the construction contingency in the amount of $124,300; authorizing the Finance Director to amend the FY 2018/19 Adopted Budget to allocate Measure I Funds to the project; and authorizing the City Manager or designee to expend the contingency fund, if necessary, to complete the project. 13. Updating Assessment Engineer’s Reports – Previously Formed Landscape and Lighting Maintenance Districts Recommendation: Adopt Resolution No. 2019-75 of the Mayor and City Council of the City of San Bernardino, California, initiating proceedings to levy and collect assessments for FY 2019/20 in Assessment Districts pursuant to the Constitution and the City Charter, appointing the Engineer of Record, and ordering preparation of Engineer’s Reports. Regular Meeting Agenda May 15, 2019 Mayor and City Council of the City of San Bernardino Page 6 Printed 5/10/2019 14. San Bernardino County Fire Protection District – Fire Training Exercise and Prescribed Burn on City Owned Property located on Little Mountain Drive Recommendation: Adopt Resolution No. 2019-76 of the Mayor and City Council of the City of San Bernardino, California, authorizing the San Bernardino County Fire Protection District to conduct a live fire training exercise and prescribed burn on City-owned property located along North Little Mountain Drive. 15. Establish City Council Sub-Committees Recommendation: Adopt Resolution No. 2019-77 of the Mayor and City Council of the City of San Bernardino, California, establishing five Council sub-committees including the Education Bridge Committee, Legislative Review Committee, Stadium Committee, Economic Development Committee, and the Commission Applicant Review Committee. 16. Award of As Needed Grant Writing Services Agreements Recommendation: Adopt Resolution No. 2019-78 of the Mayor and City Council of the City of San Bernardino, California, approving the award of Professional Services Agreements with Blais & Associates, Inc., Evan Brooks Associates, Inc., and KOA Corporation for as needed grant writing services. 17. Professional Services Agreement With Talley & Talley, APC Recommendation: Adopt Resolution No. 2019-79 of the Mayor and City Council of the City of San Bernardino, California, authorizing the Acting City Manager to execute a Professional Services Agreement with Talley & Talley, APC, related to administrative and legal matters concerning general liability, personnel, and police matters. 18. Matters of Council Interest Follow-Up Report – Survey of City Clerks in attendance at Closed Session Meetings Recommendation: Consider the information provided in the Staff Report concerning the City Clerk’s attendance in Closed Session Meetings and continue with the current and standard practice of not having the City Clerk in attendance. Regular Meeting Agenda May 15, 2019 Mayor and City Council of the City of San Bernardino Page 7 Printed 5/10/2019 19. Authorize the Execution of a Mills Act Preservation Agreement for 696 W. 8th Street, San Bernardino, CA Recommendation: Approve via minute order the execution of a Mills Act Preservation Agreement with Salvador & Elizabeth Lopez for the property located at 696 W. 8 th Street, San Bernardino, California. STAFF REPORTS 20. 2019 City-County Conference Update – April 18-19, 2019 Recommendation: Receive an oral report from Council Members Ibarra, Shorett, and Nickel. 21. 2019 International Security Conference and Exposition (ISC West) Update – April 9-12, 2019 Recommendation: Receive an oral report from Council Member Nickel. 22. Authorize RFQ for Carousel Mall Property Recommendation: Direct the City Manager to proceed with a Request for Qualifications soliciting interest in the development of the Carousel Mall property as outlined in the Staff Report. 23. Audited Financial Statements and Single Audit for Fiscal Year 2017/18 Recommendation: Receive and file the audited Fiscal Year 2017/18 Annual Financial Report and the FY 2017/18 Single Audit Report. PUBLIC HEARING 24. Draft Fiscal Year 2019/20 Annual Action Plan Associated with the Community Development Block Grant, HOME Investment Partnerships and Emergency Solutions Grant Programs Recommendation: 1. Conduct a public hearing on the draft Fiscal Year 2019/20 Annual Action Plan associated with the Community Development Block Grant (CDBG), HOME Investment Partnerships (HOME), and Emergency Solutions Grant (ESG) programs and related grant funding; and Regular Meeting Agenda May 15, 2019 Mayor and City Council of the City of San Bernardino Page 8 Printed 5/10/2019 2. Adopt the draft Fiscal Year 2019/20 Annual Action Plan as an application for funding under Community Development Block Grant (CDBG), Home Investment Partnerships (HOME), and Emergency Solutions Grant (ESG) programs and authorize the City Manager or designee to take any further actions and execute any further documents as are necessary to effectuate the submittal of the Draft HUD Fiscal Year 2019/20 Annual Action Plan and certification to HUD. ADJOURNMENT The next joint regular meeting of the Mayor and City Council and the Mayor and City Council Acting as the Successor Agency to the Redevelopment Agency will be held on Wednesday, June 5, 2019 in the Council Chamber located at 201 North “E” Street, San Bernardino, California 92401. Closed Session will begin at 5:30 p.m. and Open Session will begin at 7:00 p.m. CERTIFICATION OF POSTING AGENDA I, Georgeann “Gigi” Hanna, MMC, City Clerk for the City of San Bernardino, California, hereby certify that the agenda for the May 15, 2019 regular meeting of the Mayor and City Council and the Mayor and City Council acting as the Successor Agency to the Redevelopment Agency was posted on the City’s bulletin board located at 201 North “E” Street, San Bernardino, California, at the San Bernardino Public Library, and on the City’s website www.ci.san-bernardino.ca.us on Friday, May 10, 2019. I declare under the penalty of perjury that the foregoing is true and correct. Georgeann “Gigi” Hanna, MMC, City Clerk Regular Meeting Agenda May 15, 2019 Mayor and City Council of the City of San Bernardino Page 9 Printed 5/10/2019 NOTICE: Any member of the public may address this meeting of the Mayor and City Council and the Mayor and City Council Acting as the Successor Agency to the Redevelopment Agency on any item appearing on the agenda by approaching the microphone in the Council Chamber when the item about which the member desires to speak is called and by asking to be recognized. Any member of the public desiring to speak to the Mayor and City Council and the Mayor and City Council Acting as the Successor Agency to the Redevelopment Agency concerning any matter not on the agenda but which is within the subject matter jurisdiction of the Mayor and City Council and the Mayor and City Council Acting as the Successor Agency to the Redevelopment Agency may address the body at the end of the meeting, during the period reserved for public comments. Said total period for public comments shall not exceed 60 minutes, unless such time limit is extended by the Mayor and City Council and the Mayor and City Council Acting as the Successor Agency to the Redevelopment Agency. A three minute limitation shall apply to each member of the public, unless such time limit is extended by the Mayor and City Council and the Mayor and City Council Acting as the Successor Agency to the Redevelopment Agency. No member of the public shall be permitted to “share” his/her three minutes with any other member of the public. Speakers who wish to present documents to the governing body may hand the documents to the City Clerk at the time the request to speak is made. The Mayor and City Council and the Mayor and City Council Acting as the Successor Agency to the Redevelopment Agency may refer any item raised by the public to staff, or to any commission, board, bureau, or committee for appropriate action or have the item placed on the next agenda of the Mayor and City Council and the Mayor and City Council Acting as the Successor Agency to the Redevelopment Agency. However, no other action shall be taken nor discussion held by the Mayor and City Council and the Mayor and City Council Acting as the Successor Agency to the Redevelopment Agency on any item which does not appear on the agenda unless the action is otherwise authorized in accordance with the provisions of subdivision (b) of Section 54954.2 of the Government Code. Public comments will not be received on any item on the agenda when a public hearing has been conducted and closed. Consent Calendar City of San Bernardino Request for Council Action \ Date: May 15, 2019 To: Honorable Mayor and City Council Members From: Gigi Hanna, City Clerk Subject: Waive Full Reading of Resolutions and Ordinances Recommendation: Waive full reading of Resolutions and Ordinances on the agenda dated May 15, 2019. 4.a Packet Pg. 10 5.a Packet Pg. 11 2018-19 Goals and Objectives Approval of the noted check registers for commercial and payroll checks align with Goal No. 6: Operate in a Fiscally Responsible and Business-Like Manner. The Mayor and City Council’s approval of the City’s weekly remittances to third parties promotes transparency of City business with the public. Fiscal Impact Amounts noted in the check registers have no further fiscal impact. Amounts were paid consistent with existing budget authorization and no further budgetary impact is required. Conclusion It is recommended that the Mayor and City Council of the City of San Bernardino approve the commercial and payroll checks for April 2019. Attachments Attachment 1 Commercial checks for Register #51 Attachment 2 Commercial checks for Register #52 Attachment 3 Payroll checks for April 2019 Ward: Synopsis of Previous Council Actions: 5.a Packet Pg. 12 5.bPacket Pg. 13 5.bPacket Pg. 14 5.bPacket Pg. 15 5.bPacket Pg. 16 5.bPacket Pg. 17 5.bPacket Pg. 18 5.bPacket Pg. 19 5.bPacket Pg. 20 5.bPacket Pg. 21 5.bPacket Pg. 22 5.bPacket Pg. 23 5.bPacket Pg. 24 5.bPacket Pg. 25 5.bPacket Pg. 26 5.bPacket Pg. 27 5.bPacket Pg. 28 5.bPacket Pg. 29 5.bPacket Pg. 30 5.bPacket Pg. 31 5.bPacket Pg. 32 5.bPacket Pg. 33 5.bPacket Pg. 34 5.bPacket Pg. 35 5.bPacket Pg. 36 5.bPacket Pg. 37 5.bPacket Pg. 38 5.bPacket Pg. 39 5.bPacket Pg. 40 5.bPacket Pg. 41 5.bPacket Pg. 42 5.cPacket Pg. 43 5.cPacket Pg. 44 5.cPacket Pg. 45 5.cPacket Pg. 46 5.cPacket Pg. 47 5.cPacket Pg. 48 5.cPacket Pg. 49 5.cPacket Pg. 50 5.cPacket Pg. 51 5.cPacket Pg. 52 5.cPacket Pg. 53 5.cPacket Pg. 54 5.cPacket Pg. 55 5.cPacket Pg. 56 5.cPacket Pg. 57 5.cPacket Pg. 58 5.cPacket Pg. 59 5.cPacket Pg. 60 5.cPacket Pg. 61 5.cPacket Pg. 62 5.cPacket Pg. 63 5.cPacket Pg. 64 5.cPacket Pg. 65 5.cPacket Pg. 66 5.cPacket Pg. 67 5.cPacket Pg. 68 5.cPacket Pg. 69 5.d Packet Pg. 70 5.e Packet Pg. 71 Consent Calendar City of San Bernardino Request for Council Action \ Date: May 15, 2019 To: Honorable Mayor and City Council Members From: Gigi Hanna, MMC, City Clerk Subject: City Council Approval of Draft Minutes Recommendation Approve the minutes of the Mayor and City Council Regular Meetings of February 20, 2019, March 6, 2019, and March 20, 2019 and Special Meetings of February 21, 2019 and March 27, 2019. 6.a Packet Pg. 72 City of San Bernardino 290 North "D" Street San Bernardino, CA 92401 http://www.sbcity.org Mayor and City Council of the City of San Bernardino Page 1 Printed 4/17/2019 MINUTES FOR THE JOINT REGULAR MEETING OF THE MAYOR AND CITY COUNCIL OF THE CITY OF SAN BERNARDINO, MAYOR AND CITY COUNCIL OF THE CITY OF SAN BERNARDINO ACTING AS THE SUCCESSOR AGENCY TO THE REDEVELOPMENT AGENCY, MAYOR AND CITY COUNCIL OF THE CITY OF SAN BERNARDINO ACTING AS THE SUCCESSOR HOUSING AGENCY TO THE REDEVELOPMENT AGENCY, MAYOR AND CITY COUNCIL OF THE CITY OF SAN BERNARDINO ACTING AS THE HOUSING AUTHORITY, AND THE MAYOR AND CITY COUNCIL OF THE CITY OF SAN BERNARDINO ACTING AS THE SAN BERNARDINO JOINT POWERS FINANCING AUTHORITY WEDNESDAY, FEBRUARY 20, 2019 COUNCIL CHAMBER The Joint Regular Adjourned Meeting of the Mayor and Common Council of the City of San Bernardino was called to order by at 4:00 PM, Wednesday, February 20, 2019, in the Council Chamber, 201 North "E" Street, San Bernardino, CA. Call to Order Attendee Name Title Status Arrived Theodore Sanchez Council Member, Ward 1 Present 4:00 PM Sandra Ibarra Council Member, Ward 2 Present 4:00 PM Fred Shorett Council Member, Ward 4 Present 4:00 PM Henry Nickel Council Member, Ward 5 Present 4:00 PM Bessine L. Richard Council Member, Ward 6 Present 4:00 PM James Mulvihill Council Member, Ward 7 Present 4:00 PM John Valdivia Mayor Present 4:00 PM Georgeann "Gigi" Hanna City Clerk Present 4:00 PM Gary D. Saenz City Attorney Present 4:00 PM Andrea Miller City Manager Present 4:00 PM Mayor John Valdivia Council Members Theodore Sanchez Sandra Ibarra VACANT Fred Shorett Henry Nickel Bessine L. Richard Jim Mulvihill 6.b Packet Pg. 73 Regular Meeting DRAFT MINUTES February 20, 2019 Mayor and City Council of the City of San Bernardino Page 2 Printed 4/17/2019 Closed Session A. CONFERENCE WITH LEGAL COUNSEL - EXISTING LITIGATION (Pursuant to Government Code Section 54956.9(a) and (d)(1)): In re: City of San Bernardino, U.S. Bankruptcy Court Case No. 6:12 -bk-28006 MJ County of San Bernardino v. High Desert Partnership in Academic Excellence Foundation, Inc., San Bernardino Superior Court, Fontana District, Case No. UDFS 1800988 Redevelopment Agency of the City of San Bernardino v. DMC Investment Holdings, LLC, et al., Los Angeles County Superior Court Case No. BC465755 Placo San Bernardino, LLC v. City of San Bernardino, et al., Los Angeles County Superior Court Case No. 468955 B. PUBLIC EMPLOYEE PERFORMANCE EVALUATION (Pursuant to Government Code Section 54957(b(1)): City Manager C. CONFERENCE WITH LEGAL COUNSEL – ANTICIPATED LITIGATION Significant exposure to litigation – Government Code Section 54956.9(d)(2): Two Cases INVOCATION AND PLEDGE OF ALLEGIANCE The Pledge was led by student Miguel Antonio, a junior from Arroyo Valley High School. The Invocation was led by Pastor Terry Elliot from The Shop of Zion church. Erica Murphy, from the Mayor’s Office, sang the National Anthem. CLOSED SESSION REPORT PRESENTATIONS 1. City Attorney Update on Bankruptcy Process Bankruptcy Attorney Paul Glassman provided an update on the p ost-bankruptcy process. 2. San Bernardino County Transportation Authority Project Manager Dennis Saylor provided an update on the Mt. Vernon Viaduct project. 3. Citizen of the Month – Luis Ojeda, President of San Bernardino Volunteers “We Are The Change” – Council Member Henry Nickel Council Member Nickel honored Luis Ojeda and the volunteers who are part of the “We are the Change” group cleaning up the city. 6.b Packet Pg. 74 Regular Meeting DRAFT MINUTES February 20, 2019 Mayor and City Council of the City of San Bernardino Page 3 Printed 4/17/2019 4. Student of the Month – Sarai Hernandez, Arroyo Valley High School – Council Member Bessine Richard Council Member Richard honored Ms. Hernandez as Student of the Month for her academic achievements. 5. Recognition of Black History Month – Mayor John Valdivia Mayor Valdivia and Council Member Richard honored several African American organizations for motivating, uplifting and encouraging the next generation. Those recognized for their work in the city, were: National Council of Negro Women (Geraldine Foxall-Cader); African American Health Coalition (Linda Hart); The Swans; Westside Action Group (John Futch); Socialites (Joyce Smith); and Young Women’s Empowerment Foundation (Gwen Dowdy). Dynasty Woods sang the Black National Anthem 6. Chamber of Commerce & Local Elected Officials Announcements Lesley Stevens gave the Chamber announcements, including the installat ion of officers on February 22. Dion Taylor, of Assemblyman James Ramos’ office announced that the assemblyman would be having a meet -and-greet at DJ Restaurant on March 2. Darrell Frye from Assemblywoman Eloise Reyes’ office announced the second annual fa ith bridge event March 9 at San Bernardino Valley College. APPOINTMENTS 7. Public Safety and Human Relations Commission Appointment Approved Motion: Appoint Ms. Maria I. Lanas to the Public Safety and Human Relations Commission. RESULT: ADOPTED [UNANIMOUS] MOVER: Henry Nickel, Council Member, Ward 5 SECONDER: Jim Mulvihill, Council Member, Ward 7 AYES: Sanchez, Ibarra, Shorett, Nickel, Richard, Mulvihill 8. Measure “Z” Citizens Oversight Committee Appointment Approved Motion: Appoint Venus L. Williams to the Measure “Z” Citizens Oversight Committee. RESULT: ADOPTED [UNANIMOUS] MOVER: Henry Nickel, Council Member, Ward 5 SECONDER: Jim Mulvihill, Council Member, Ward 7 AYES: Sanchez, Ibarra, Shorett, Nickel, Richard, Mulvihill 6.b Packet Pg. 75 Regular Meeting DRAFT MINUTES February 20, 2019 Mayor and City Council of the City of San Bernardino Page 4 Printed 4/17/2019 9. Measure “Z” Citizens Oversight Committee Appointment Approved Motion: Appoint Karina G. Cornejo to the Measure “Z” Citizens Oversight Committee. Ms. Cornejo did not attend the meeting and will be sworn in at a later date. RESULT: ADOPTED [UNANIMOUS] MOVER: Henry Nickel, Council Member, Ward 5 SECONDER: Jim Mulvihill, Council Member, Ward 7 AYES: Sanchez, Ibarra, Shorett, Nickel, Richard, Mulvihill Public Comments for Items Not Listed on the Agenda Mayor Valdivia announced that residents need only use one slip, no matter what the item they wish to speak about, and that they would be limited to 3 minutes total for all comments. John Scholenberger, San Bernardino, praised Public Works employee Ernesto Salinas for communicating with homeowners. He also praised Capt. Richard Lawhead for his quick response to citizen complaints. Terry Elliot, San Bernardino, said he is happy that the mayor’s office and council offices are considering field reps because people in the community need someone to talk to about issues. Faye Aldridge, San Bernardino, said it is important for the council members to be able to complete their statements because when they are cut off, they are cutting off representation for their ward. Anna Jaiswal, Omnitrans, spoke about the new Adopt-a-Stop program and asked citizens and businesses to participate in exchange for the honor of being “Trash Busters.” Volunteers would agree to pick up trash at a bus stop once a week for a year. Tina Lopez, San Bernardino, spoke about the disappearance of her 16 -year-old grandson and asked for help to get word out to bring the boy home. She also asked for prayers for her recently deceased friend Rosie Soto. Richard Rodriguez, San Bernardino, said that the missing boy is his grandson and is asking for anyone to help them search for him. He thanked eve ryone for the information they have provided the family about the disappearance. Juan Figueroa, San Bernardino, said he recently met a 50-year resident upset about a problematic business in the area who had trouble navigating the system to report the problem and said that field representatives could help residents with these types of issues. Ken Patchett, San Bernardino, said he was concerned about a red-tagged home in the city and said the issue had caused a lot of stress to the owner who has health issues and was unaware of the situation. He asked that the city work with her and other disabled residents. Treasure Ortiz, San Bernardino, said Spanish speaking residents don’t go to council meetings because there is no translation. And it should be a priority of the council to provide the service to the community. 6.b Packet Pg. 76 Regular Meeting DRAFT MINUTES February 20, 2019 Mayor and City Council of the City of San Bernardino Page 5 Printed 4/17/2019 Margaret Hill, San Bernardino, said it is wonderful to honor people but that the council need to be sensitive when students are at the meeting because they need to go home and do their homework. Karmel Roe, San Bernardino, spoke about the need for vision and planning and to build it into strategy for rebuilding the city. She said she worried nightly about how to pay for it. She said the city should allow grow operations in order to get users utility tax. She also suggested earmarking part of the cannabis funds to support the animal shelter. Majid Seraj, Redlands, read a statement about the Phase 3 scores in the cannabis permit process, asking for a scoring breakdown, methodology and statistical analysis for scoring. He said the scores from Phase 2 were unreliable, and asked what would make Phase 3 scores any better and questioned the validity of the process. At 7:00 p.m. the Mayor announced that there would be a 15 minute break. CONSENT CALENDAR Items on the Consent Calendar are considered routine and are voted on in a single motion, unless a council or staff member has pulled the item for more discussion. Council Member Shorett pulled item 13 to vote no on it; Council Member Nickel pulled items 15 and 18 for further discussion. RESULT: ADOPTED [UNANIMOUS] MOVER: Jim Mulvihill, Council Member, Ward 7 SECONDER: Fred Shorett, Council Member, Ward 4 AYES: Sanchez, Ibarra, Shorett, Nickel, Richard, Mulvihill 10. Waive Full Reading of Resolutions and Ordinances Approved Motion: Waive full reading of Resolutions and Ordinances on the agenda dated February 20, 2019. RESULT: ADOPTED [UNANIMOUS] MOVER: Jim Mulvihill, Council Member, Ward 7 SECONDER: Fred Shorett, Council Member, Ward 4 AYES: Sanchez, Ibarra, Shorett, Nickel, Richard, Mulvihill 11. City Council Approval of Commercial and Payroll Checks Approved Motion: Approve the commercial and payroll checks for January 2019. RESULT: ADOPTED [UNANIMOUS] MOVER: Jim Mulvihill, Council Member, Ward 7 SECONDER: Fred Shorett, Council Member, Ward 4 AYES: Sanchez, Ibarra, Shorett, Nickel, Richard, Mulvihill 6.b Packet Pg. 77 Regular Meeting DRAFT MINUTES February 20, 2019 Mayor and City Council of the City of San Bernardino Page 6 Printed 4/17/2019 12. October, November, and December 2018 City Board, Commission, and Citizen Advisory Committee Approved Minutes Approved Motion: Receive and file the minutes from the City Boa rd, Commission, and Citizen Advisory Committee meetings approved in November and December 2018. RESULT: ADOPTED [UNANIMOUS] MOVER: Jim Mulvihill, Council Member, Ward 7 SECONDER: Fred Shorett, Council Member, Ward 4 AYES: Sanchez, Ibarra, Shorett, Nickel, Richard, Mulvihill 13. Legislative Branch Staffing - Offices of the Mayor and City Council Approved Motion: Adopt Resolution No. 2019-24 of the Mayor and City Council of the City of San Bernardino, California, reclassifying positions with the Office of the Mayor and City Council; establishing, amending and approving classifications and job descriptions; and amending the FY 2018/19 budget to reflect these actions. RESULT: ADOPTED [5-1] MOVER: Jim Mulvihill, Council Member, Ward 7 SECONDER: Fred Shorett, Council Member, Ward 4 AYES: Sanchez, Ibarra, Nickel, Richard, Mulvihill NOES: Shorett 14. Resolution Authorizing Change Order No. 1 To Tryco General Engineering for "I" Street Repair Approved Motion: Adopt the resolution. Reso. 2019-25 Resolution of the Mayor and City Council of the City of San Bernardino, California, authorizing and directing the City Manager to execute Change Order No. 1 to the Construction Contract with Tryco General Engineering for "I" Street Repair; and authorizing the Director of Finance to increase the amount in Purchase Order No. 2019-765 by $53,520 for a total amount not to exceed $86, 188. 6.b Packet Pg. 78 Regular Meeting DRAFT MINUTES February 20, 2019 Mayor and City Council of the City of San Bernardino Page 7 Printed 4/17/2019 RESULT: ADOPTED [UNANIMOUS] MOVER: Jim Mulvihill, Council Member, Ward 7 SECONDER: Fred Shorett, Council Member, Ward 4 AYES: Sanchez, Ibarra, Shorett, Nickel, Richard, Mulvihill 15. Reject Bids for Waterman & Baseline Box Culvert Repair and Rancho & Rialto Storm Drain Improvements Approved Motion: Adopt the resolution. Reso. 2019-26 Resolution of the Mayor and City Council of the City of San Bernardino, California, rejecting the bids for the Waterman & Baseline Box Culvert Repair and Rancho & Rialto Storm Drain Improvements. RESULT: ADOPTED [5-1] MOVER: Henry Nickel, Council Member, Ward 5 SECONDER: Jim Mulvihill, Council Member, Ward 7 AYES: Sanchez, Shorett, Nickel, Richard, Mulvihill NOES: Ibarra 16. Amendment to Section 1 of Resolution 2010-235 Construction and Demolition Recycling Program Parameters Approved Motion: Adopt the resolution. Reso. 2019-27 Resolution of the Mayor and City Council of the City of San Bernardino, California, amending Section 1 of Resolution No. 2010-325 Construction and Demolition Recycling Program in order to increase Minimum Diversion requirement set by California Green Building Standards Code (CalGreen). RESULT: ADOPTED [UNANIMOUS] MOVER: Jim Mulvihill, Council Member, Ward 7 SECONDER: Fred Shorett, Council Member, Ward 4 AYES: Sanchez, Ibarra, Shorett, Nickel, Richard, Mulvihill 17. Establish the Basic Compensation Plan for Temporary/PartTime and Seasonal Employees of the City of San Bernardino; and Repeal Resolution No. 2018-135 Speaker Treasure Ortiz Approved Motion: Adopt the resolution. 6.b Packet Pg. 79 Regular Meeting DRAFT MINUTES February 20, 2019 Mayor and City Council of the City of San Bernardino Page 8 Printed 4/17/2019 Reso. 2019-28 Resolution of the Mayor and City Council of the City of San Bernardino, California, establishing a basic compensation plan for temporary/part-time and seasonal employees of the City of San Bernardino and repealing Resolution No. 2018-135. RESULT: ADOPTED [UNANIMOUS] MOVER: Jim Mulvihill, Council Member, Ward 7 SECONDER: Fred Shorett, Council Member, Ward 4 AYES: Sanchez, Ibarra, Shorett, Nickel, Richard, Mulvihill 18. Request to Terminate Marketing Agreement with Five Bars LLC Approved Motion: Authorize the City Manager or designee to terminate the agreement with Five Bars LLC for marketing of telecommunication sites. RESULT: ADOPTED [UNANIMOUS] MOVER: Henry Nickel, Council Member, Ward 5 SECONDER: Fred Shorett, Council Member, Ward 4 AYES: Sanchez, Ibarra, Shorett, Nickel, Richard, Mulvihill STAFF REPORTS 19. Presentation of California Integrated Waste Management Act of 1989 (AB 939) and current status of solid waste regulatory and programmatic requirements Public Works Director Trish Rhay provided a PowerPoint presentation about the city’s solid waste stream and requirements under the Act as well as updates to recycling requirements for commercial customers. Approved Motion: Review, discuss, and provide direction concerning the State of California's current status of solid waste regulatory and programmatic requirements and next steps for ensuring compliance with the Mandatory Commercial Recycling (MCR) requirements. RESULT: ADOPTED [UNANIMOUS] MOVER: Henry Nickel, Council Member, Ward 5 SECONDER: Fred Shorett, Council Member, Ward 4 AYES: Sanchez, Ibarra, Shorett, Nickel, Richard, Mulvihill 20. 33rd Annual Land Use Law & Planning Conference Update – January 18, 2019 Council Member Jim Mulvihill reported on this item. No vote was taken. 21. League of California Cities 2019 Policy Committee Update 6.b Packet Pg. 80 Regular Meeting DRAFT MINUTES February 20, 2019 Mayor and City Council of the City of San Bernardino Page 9 Printed 4/17/2019 Council Member Nickel reported on this item. No vote was taken. 22. The United States Conference of Mayors – 87th Winter Meeting Update – January 23-25, 2019 Mayor Valdivia reported on this item. No vote was taken. 23. Community Oriented Policing and Problem Solving (COPPS) Philosophy Speakers Luis Ojeda Terry Elliot Faye Aldridge Esmerelda Negrete Approved Motion: Adopt the resolution; and direct the City Manager to present an implementation plan no later than April 3, 2019. Reso. 2019-29 Resolution of the Mayor and City Council of the City of San Bernardino, California, adopting the Community Oriented Policing and Problem Solving (COPPS) philosophy RESULT: ADOPTED [UNANIMOUS] MOVER: Theodore Sanchez, Council Member. Ward 1 SECONDER: Henry Nickel, Council Member, Ward 5 AYES: Sanchez, Ibarra, Shorett, Nickel, Richard, Mulvihill 24. Adopt a Resolution Authorizing the Establishment of Guidelines for the Issuance of Temporary Cannabis Special Event Permits in Accordance with Chapter 5.10 of the San Bernardino Municipal Code Approved Motion: Adopt the resolution. Reso. 2019-30 Resolution of the Mayor and City Council of the City of San Bernardino, California, authorizing the establishment of guidelines for the issuance of temporary cannabis special event permits in accordance with Chapter 5.10. RESULT: ADOPTED [UNANIMOUS] MOVER: Fred Shorett, Council Member, Ward 4 SECONDER: Jim Mulvihill, Council Member, Ward 7 AYES: Sanchez, Ibarra, Shorett, Nickel, Richard, Mulvihill 6.b Packet Pg. 81 Regular Meeting DRAFT MINUTES February 20, 2019 Mayor and City Council of the City of San Bernardino Page 10 Printed 4/17/2019 PUBLIC HEARING 25. Urgency Ordinance and Regular Ordinance Relating to the Formation of a Disaster Council Approved Motion: Adopt Urgency Ordinance No. MC-1514; and Introduce Ordinance No. MC-1515 MC-1514 Urgency Ordinance of the Mayor and City Council of the City of San Bernardino, California, adding a new Chapter 2.46 to the San Bernardino Municipal Code pertaining to the Disaster Council; and MC-1515 Ordinance of the Mayor and City Council of the City of San Bernardino, California, adding a new Chapter 2.46 to the San Bernardino Municipal Code pertaining to the Disaster Council. RESULT: ADOPTED [UNANIMOUS] MOVER: Jim Mulvihill, Council Member, Ward 7 SECONDER: Fred Shorett, Council Member, Ward 4 AYES: Sanchez, Ibarra, Shorett, Nickel, Richard, Mulvihill Topics of interest to Council for future meetings Council Member Mulvihill said he would like a discussion on Measure Z. Council Member Ibarra said she would like to review the mid-year budget report. Adjournment The meeting adjourned at 10:15 p.m. The next special meeting of the Mayor and City Council and the Mayor and City Council Acting as the Successor Agency to the Redevelopment Agency will be at 2:30 PM, Thursday, February 21, 2019, in the Council Chamber, 201 North "E" Street, San Bernardino, CA. The next joint regular meeting of the Mayor and City Council and the Mayor and City Council Acting as the Successor Agency to the Redevelopment Agency will be held on Wednesday, March 6, 2019 in the Council Chamber located at 201 North “E” Street, San Bernardino, California 92401. Closed Session will begin at 4:00 p.m. and Open Session will begin at 5:00 p.m. By: __________________________ Georgeann “Gigi” Hanna, MMC City Clerk 6.b Packet Pg. 82 7.a Packet Pg. 83 2018-19 Goals and Objectives Updates to salaries for Police Management classifications align with Goal No. 5: Improve City Government Operations by ensuring that employees are fairly compensated. Fiscal Impact The 3.5% salary increase was anticipated in the FY 2018/19 Adopted Budget, but the completed salary survey for PMA resulted in an additional $13,969.00 for FY 2018/19. There is sufficient funding in the FY 2018/19 Adopted Budget in account number 001- 210-5011-0000-0001. Conclusion It is recommended that the Mayor and City Council adopt Resolution No. 2019-64, updating salaries for the San Bernardino Police Department Ranges P-6 (Assistant Chief) and P-7 (Chief) that came into effect on August 1, 2018 and approving a basic compensation plan for the Police Department. Attachments Attachment 1 Resolution; Exhibit A Attachment 2 Memorandum for Record Synopsis of Previous Council Actions: On September 5, 2018, the basic compensation plan for the San Bernardino Police Department was approved by the Mayor and City Council effective August 1, 2018. 5/9/2019 3:53 PM 7.a Packet Pg. 84 Resolution No. 2019-64 RESOLUTION NO. 2019-64 RESOLUTION OF THE MAYOR AND CITY COUNCIL OF THE CITY OF SAN BERNARDINO, CALIFORNIA, UPDATING SALARIES FOR THE SAN BERNARDINO POLICE DEPARTMENT RANGES P-6 (ASSISTANT CHIEF) AND P-7 (CHIEF) THAT CAME INTO EFFECT ON AUGUST 1, 2018 AND APPROVING A BASIC COMPENSATION PLAN FOR THE SAN BERNARDINO POLICE DEPARTMENT WHEREAS, the Mayor and City Council approved and adopted Resolution No. 2018- 250 on September 5, 2018 establishing a basic compensation plan for the San Bernardino Police Department; and WHEREAS, the annual salary survey completed by the Human Resources Department and met and conferred on with the Police Management Association produced a salary increase percentage higher than the minimum of 3.5% as per the Memorandum of Understanding between the City of San Bernardino and Police Management Association. BE IT RESOLVED BY THE MAYOR AND CITY COUNCIL OF THE CITY OF SAN BERNARDINO AS FOLLOWS: SECTION 1. The above recitals are true and correct and are incorporated herein by this reference. SECTION 2, Exhibit “A” reflects the updated basic compensation plan for the San Bernardino Police Department effective August 1, 2018. SECTION 3. That the City Council finds this Resolution is not subject to the California Environmental Quality Act (CEQA) in that the activity is covered by the general rule that CEQA applies only to projects which have the potential for causing a significant effect on the environment. Where it can be seen with certainty, as in this case, that there is no possibility that the activity in question may have a significant effect on the environment, the activity is not subject to CEQA. SECTION 4. Severability. If any provision of this Resolution or the application thereof to any person or circumstance is held invalid, such invalidity shall not affect other provisions or applications, and to this end the provisions of this Resolution are declared to be severable. SECTION 5. Effective Date. This Resolution shall become effective immediately with retroactive application as noted in Section 2. 7.b Packet Pg. 85 Resolution No. 2019-64 APPROVED and ADOPTED by the City Council and signed by the Mayor and attested by the City Clerk this ___ day of __________, 2019. John Valdivia, Mayor City of San Bernardino Attest: __________________________________ Georgeann Hanna, MMC, City Clerk Approved as to form: __________________________________ Gary D. Saenz, City Attorney 7.b Packet Pg. 86 Resolution No. 2019-64 CERTIFICATION STATE OF CALIFORNIA) COUNTY OF SAN BERNARDINO) ss CITY OF SAN BERNARDINO) I, Georgeann Hanna, MMC, City Clerk, hereby certify that the attached is a true copy of Resolution No. _____, adopted at a regular meeting held at the ___ day of _______, 2019 by the following vote: Council Members: AYES NAYS ABSTAIN ABSENT SANCHEZ _____ _____ _______ _______ IBARRA _____ _____ _______ _______ VACANT _____ _____ _______ _______ SHORETT _____ _____ _______ _______ NICKEL _____ _____ _______ _______ RICHARD _____ _____ _______ _______ MULVIHILL _____ _____ _______ _______ WITNESS my hand and official seal of the City of San Bernardino this ___ day of ____________ 2019. ______________________________ Georgeann Hanna, MMC, City Clerk 7.b Packet Pg. 87 EXHIBIT A POLICE DEPARTMENT First 6 Following Third Fourth Fifth & Sub- JOB Months 18 Months Year Year sequent Yrs TITLE Service Service Service Service Service Effective August 1, 2018: Police Officer $6,719.00 $7,282.00 $7,846.00 $8,409.00 $8,973.00 P-1 Detective/Corporal $7,802.00 $8,409.00 $9,017.00 $9,624.00 $10,232.00 P-2 Sergeant $8,829.00 $9,512.00 $10,195.00 $10,878.00 $11,562.00 P-3 Lieutenant -- -- -- -- $14,244.00 P-4 Captain -- -- -- -- $16,764.00 P-5 Assistant Chief -- -- -- -- $18,862.22 P-6 Chief -- -- -- -- $20,609.06 P-7 7.c Packet Pg. 88 7.d Packet Pg. 89 8.a Packet Pg. 90 EIA’s program is the largest pool in the nation and their excess workers’ compensation program provides services to 93% of the counties and 60% of the cities in California. The City’s current excess workers’ compensation limit remains at statutory coverage. Statutory coverage provides payment for claims up to the amount required by law, without limits. The program has a $5,000,000 pooled limit and statutory reinsurance coverage for each accident. Discussion City staff has conducted thorough research and analysis on excess insurance options for both liability and workers’ compensation coverage for the City and the San Bernardino Municipal Water Department (SBMWD). It should be noted that SBMWD will only be included in excess workers’ compensation coverage at this time as they have alternative excess liability coverage. Primary consideration included in the analysis: o Premium costs o Coverages with lower Self-Insured Retentions (SIR) o Options on third party claim administration services o Plans that assist with loss control and training services specifically tailored to the City’s needs o Insurance pool pay as you go options and cafeteria purchased options Applications were completed with five (5) insurance authorities and a stand-alone excess request through the City’s property/liability insurance broker Aon. The below charts illustrate the quotes for both excess liability and excess workers’ compensation insurance. 2019- 2020 Excess Liability Quotes Insurance Type Coverage Limit SIR Annual Premium Stand-Alone Commercial (AON) $30 Million Coverage $1M $443,267.00 CSAC-EIA (Counties Excess Insurance Authority) Unable to quote due to same carrier as stand-alone commercial coverage CJPIA (California Joint Powers Insurance Authority) $50 Million Coverage $1M $1,188,900.00 ICRMA (Independent Cities Risk Management Authority) $30 Million Coverage $1M $1,420,654.00 PERMA (Public Entity Risk Management Authority) Declined to Quote PARSAC (Public Agency Risk Sharing Authority of California) Declined to Quote 5/9/2019 3:55 PM 8.a Packet Pg. 91 2019- 2020 Excess Workers’ Compensation Quotes Insurance Type Coverage Limit SIR Annual Premium Stand-Alone Commercial (AON) Declined to Quote CSAC-EIA (Counties Excess Insurance Authority) $2 Million Statutory $1M $351,000.00 CJPIA (California Joint Powers Insurance Authority) $2 Million Statutory $1M $1,193,200.00 ICRMA (Independent Cities Risk Management Authority) $2 Million Coverage $1M $2,445,108.00 PERMA (Public Entity Risk Management Authority) Declined to Quote PARSAC (Public Agency Risk Sharing Authority of California) Declined to Quote After conducting a comprehensive analysis of the above excess coverage quotes and policies for both workers’ compensation and liability insurance, CSAC-EIA and Aon have provided the most competitive quotes that would fit with the City’s insurance necessities. The premium quote for excess workers’ compensation insurance with CSAC-EIA is $351,000 (including SBMWD) and $443,267 for excess liability with Aon. Both excess liability and excess workers’ compensation coverages will go into effect on July 1, 2019 for one (1) year. 2018-2019 Goals and Objectives Entering into the California State Association of Counties Excess Insurance Authority (CSAC-EIA) insurance pool for excess workers’ compensation insurances and purchasing stand-alone coverage for excess liability insurance through the City’s property/liability broker Aon aligns with Goal No. 5: Improve City Government and Operations. The project will evaluate operations and performance through investment in resources, technology, and tools needed to continually improve organizational efficiency and effectiveness. Fiscal Impact The total cost for both premiums for FY 2019/20 is approximately $795,000, which is nearly an 11% increase from the current FY 2018/19 budget. Sufficient funding is included in the proposed FY 2019/20 Operating Budget for the cost of the premiums in accounts numbers: 629-110-0056*5161 (liability) and 678-110-0057*5161 (workers’ compensation). The Water Department’s share of the excess workers’ compensation coverage is $117,000 for FY 2019/20. 5/9/2019 3:55 PM 8.a Packet Pg. 92 Conclusion It is recommended that the Mayor and City Council adopt Resolution No. 2019-68, authorizing the City Manager to purchase California State Association of Counties Excess Insurance Authority (CSAC-EIA) insurance for excess workers’ compensation coverage and to purchase stand-alone commercial coverage for excess liability insurance with Aon for FY 2019/20. Attachments Attachment 1 Resolution; Exhibit A - Aon’s Quote and Policy; Exhibit B - CSAC- EIA’s Quote and Policy Synopsis of Previous Council Actions: On June 20, 2018, the Mayor and City Council adopted a resolution authorizing the City Manager enter into California State Association of Counties Excess Insurance Authority (CSAC-EIA) insurance pool for excess workers’ compensation insurances and to purchase stand-alone commercial coverage for excess liability insurance with Aon. 5/9/2019 3:55 PM 8.a Packet Pg. 93 Resolution No. 2019-68 RESOLUTION NO. 2019-68 RESOLUTION OF THE MAYOR AND CITY COUNCIL OF THE CITY OF SAN BERNARDINO, CALIFORNIA, AUTHORIZING THE CITY MANAGER TO PURCHASE CALIFORNIA STATE ASSOCIATION OF COUNTIES EXCESS INSURANCE AUTHORITY (CSAC-EIA) INSURANCE FOR EXCESS WORKERS’ COMPENSATION COVERAGE AND TO PURCHASE STAND-ALONE COMMERCIAL COVERAGE FOR EXCESS LIABILITY INSURANCE WITH AON FOR FY 2019/20 WHEREAS, the City of San Bernardino exited Big Independent City Excess Pool (BICEP) on June 30, 2018 to better market the City’s excess workers’ compensation and general liability insurance needs; and WHEREAS, on June 20, 2018, the Mayor and City Council authorized the City Manager to enter into California State Association of Counties Excess Insurance Authority (CSAC-EIA) insurance pool for excess workers’ compensation insurances and to purchase stand-alone commercial coverage for excess liability insurance with Aon; and WHEREAS, staff performed additional analysis on five (5) other excess workers’ compensation and excess liability insurance options; and WHEREAS, purchasing CSAC-EIA insurance for excess workers’ compensation and stand-alone coverage with Aon for Fiscal Year 2019-2020 is the most cost effective program for the City. BE IT RESOLVED BY THE MAYOR AND CITY COUNCIL OF THE CITY OF SAN BERNARDINO AS FOLLOWS: SECTION 1. The above recitals are true and correct and are incorporated herein by this reference. SECTION 2. the City Manager is hereby authorized to purchase California State Association of Counties Excess Authority (CSAC -EIA) Insurance for excess workers’ compensation and to purchase stand-alone commercial coverage for excess Liability Insurance with Aon for Fiscal Year 2019-2020. SECTION 3. That the City Council finds this Resolution is not subject to the California Environmental Quality Act (CEQA) in that the activity is covered by the general rule that CEQA applies only to projects which have the potential for causing a significant effect on the environment. Where it can be seen with certainty, as in this case, that there is no possibility that the activity in question may have a significant effect on the environment, the activity is not subject to CEQA. 8.b Packet Pg. 94 Resolution No. 2019-68 SECTION 4. Severability. If any provision of this Resolution or the application thereof to any person or circumstance is held invalid, such invalidity shall not affect other provisions or applications, and to this end the provisions of this Resolution are declared to be severable. SECTION 5. Effective Date. This Resolution shall become effective immediately. APPROVED and ADOPTED by the City Council and signed by the Mayor and attested by the City Clerk this ___ day of __________, 2019. John Valdivia, Mayor City of San Bernardino Attest: __________________________________ Georgeann Hanna, MMC, City Clerk Approved as to form: __________________________________ Gary D. Saenz, City Attorney 8.b Packet Pg. 95 Resolution No. 2019-68 CERTIFICATION STATE OF CALIFORNIA) COUNTY OF SAN BERNARDINO) ss CITY OF SAN BERNARDINO) I, Georgeann Hanna, MMC, City Clerk, hereby certify that the attached is a true copy of Resolution No. _____, adopted at a regular meeting held at the ___ day of _______, 2019 by the following vote: Council Members: AYES NAYS ABSTAIN ABSENT SANCHEZ _____ _____ _______ _______ IBARRA _____ _____ _______ _______ VACANT _____ _____ _______ _______ SHORETT _____ _____ _______ _______ NICKEL _____ _____ _______ _______ RICHARD _____ _____ _______ _______ MULVIHILL _____ _____ _______ _______ WITNESS my hand and official seal of the City of San Bernardino this ___ day of ____________ 2019. ______________________________ Georgeann Hanna, MMC, City Clerk 8.b Packet Pg. 96 8.c Packet Pg. 97 EXHIBIT A8.c Packet Pg. 98 8.c Packet Pg. 99 8.c Packet Pg. 100 8.c Packet Pg. 101 8.c Packet Pg. 102 8.c Packet Pg. 103 8.c Packet Pg. 104 8.c Packet Pg. 105 8.c Packet Pg. 106 8.c Packet Pg. 107 8.c Packet Pg. 108 8.c Packet Pg. 109 8.c Packet Pg. 110 8.c Packet Pg. 111 8.c Packet Pg. 112 8.c Packet Pg. 113 8.c Packet Pg. 114 8.c Packet Pg. 115 8.c Packet Pg. 116 8.c Packet Pg. 117 8.c Packet Pg. 118 8.c Packet Pg. 119 8.c Packet Pg. 120 8.c Packet Pg. 121 8.c Packet Pg. 122 8.c Packet Pg. 123 8.c Packet Pg. 124 8.c Packet Pg. 125 8.c Packet Pg. 126 8.c Packet Pg. 127 8.c Packet Pg. 128 8.c Packet Pg. 129 8.c Packet Pg. 130 8.c Packet Pg. 131 8.c Packet Pg. 132 8.c Packet Pg. 133 8.c Packet Pg. 134 8.c Packet Pg. 135 8.c Packet Pg. 136 8.c Packet Pg. 137 8.c Packet Pg. 138 8.c Packet Pg. 139 8.c Packet Pg. 140 8.c Packet Pg. 141 8.c Packet Pg. 142 8.c Packet Pg. 143 8.c Packet Pg. 144 8.c Packet Pg. 145 8.c Packet Pg. 146 8.c Packet Pg. 147 8.c Packet Pg. 148 8.c Packet Pg. 149 8.c Packet Pg. 150 8.c Packet Pg. 151 8.c Packet Pg. 152 8.c Packet Pg. 153 8.c Packet Pg. 154 8.c Packet Pg. 155 8.c Packet Pg. 156 8.c Packet Pg. 157 8.c Packet Pg. 158 8.c Packet Pg. 159 8.c Packet Pg. 160 8.c Packet Pg. 161 8.c Packet Pg. 162 8.c Packet Pg. 163 8.c Packet Pg. 164 8.c Packet Pg. 165 8.c Packet Pg. 166 8.c Packet Pg. 167 8.d Packet Pg. 168 EXHIBIT B 8.d Packet Pg. 169 8.d Packet Pg. 170 8.d Packet Pg. 171 8.d Packet Pg. 172 8.d Packet Pg. 173 8.d Packet Pg. 174 8.d Packet Pg. 175 8.d Packet Pg. 176 8.d Packet Pg. 177 8.d Packet Pg. 178 8.d Packet Pg. 179 8.d Packet Pg. 180 8.d Packet Pg. 181 8.d Packet Pg. 182 8.d Packet Pg. 183 8.d Packet Pg. 184 8.d Packet Pg. 185 8.d Packet Pg. 186 9.a Packet Pg. 187 Fiscal Impact Acceptance of the FY 2017 HSGP grant in the amount of $43,113 is an addition to the FY 2018/19 Adopted Budget. Expenditures made for the eligible projects discussed above will be reimbursed after project completion. There are no fund match requirements. Conclusion It is recommended that the Mayor and City Council of the City of San Bernardino, California, adopt Resolution No. 2019-69, authorizing the receipt, obligation, and expenditure of the FY 2017 Homeland Security Grant Program (HSGP), and authorizing the Director of Finance to amend the FY 2018/19 Adopted Budget. Attachments Attachment 1 Resolution Attachment 2 FY 2017 HSGP Project Approval Notification Letter Ward: Synopsis of Previous Council Actions: On March 21, 2018, the Mayor and City Council adopted Resolution No. 2018-68, authorizing the receipt, obligation, and expenditure of the FY 2016 Homeland Security Grant Program, authorizing the City Manager to execute a vendor service agreement with Vector USA, and authorizing the Director of Finance to amend the FY 2017/18 Adopted Budget and to issue a purchase order to Vector USA. On March 25, 2016, the Mayor and Common Council adopted Resolution No. 2016-57, authorizing the receipt, obligation, and expenditure of the FY 2015/16 Homeland Security Grant Program funds in the amount of $81,483, and the issuance of a purchase order to the Mallory Safety & Supply in an amount not to exceed $81,483. 5/9/2019 3:56 PM 9.a Packet Pg. 188 Resolution No. 2019-69 RESOLUTION NO. 2019-69 RESOLUTION OF THE MAYOR AND CITY COUNCIL OF THE CITY OF SAN BERNARDINO, CALIFORNIA, AUTHORIZING THE RECEIPT, OBLIGATION, AND EXPENDITURE OF THE FY 2017 HOMELAND SECURITY GRANT PROGRAM (HSGP) AND AUTHORIZING THE DIRECTOR OF FINANCE TO AMEND THE FY 2018/19 ADOPTED BUDGET WHEREAS, the City of San Bernardino has been awarded the FY 2017 Homeland Security Grant in the amount of $43,113.00. BE IT RESOLVED BY THE MAYOR AND CITY COUNCIL OF THE CITY OF SAN BERNARDINO AS FOLLOWS: SECTION 1. The above recitals are true and correct and are incorporated herein by this reference. SECTION 2. The City Manager or his or her designee is hereby authorized to accept the FY 2017 Homeland Security Grant Program (HSGP) in the amount of $43,113.00 for upgrades in the Emergency Operations Center. SECTION 3. The Director of Finance is hereby authorized to amend the FY 2018/19 Adopted Budget increasing the estimated revenues and expenditures by $43,113.00. SECTION 4. That the City Council finds this Resolution is not subject to the California Environmental Quality Act (CEQA) in that the activity is covered by the general rule that CEQA applies only to projects which have the potential for causing a significant effect on the environment. Where it can be seen with certainty, as in this case, that there is no possibility that the activity in question may have a significant effect on the environment, the activity is not subject to CEQA. SECTION 5. Severability. If any provision of this Resolution or the application thereof to any person or circumstance is held invalid, such invalidity shall not affect other provisions or applications, and to this end the provisions of this Resolution are declared to be severable. SECTION 6. Effective Date. This Resolution shall become effective immediately. 9.b Packet Pg. 189 Resolution No. 2019-69 APPROVED and ADOPTED by the City Council and signed by the Mayor and attested by the City Clerk this ___ day of __________, 2019. John Valdivia, Mayor City of San Bernardino Attest: __________________________________ Georgeann Hanna, MMC, City Clerk Approved as to form: __________________________________ Gary D. Saenz, City Attorney 9.b Packet Pg. 190 Resolution No. 2019-69 CERTIFICATION STATE OF CALIFORNIA) COUNTY OF SAN BERNARDINO) ss CITY OF SAN BERNARDINO) I, Georgeann Hanna, MMC, City Clerk, hereby certify that the attached is a true copy of Resolution No. _____, adopted at a regular meeting held at the ___ day of _______, 2019 by the following vote: Council Members: AYES NAYS ABSTAIN ABSENT SANCHEZ _____ _____ _______ _______ IBARRA _____ _____ _______ _______ VACANT _____ _____ _______ _______ SHORETT _____ _____ _______ _______ NICKEL _____ _____ _______ _______ RICHARD _____ _____ _______ _______ MULVIHILL _____ _____ _______ _______ WITNESS my hand and official seal of the City of San Bernardino this ___ day of ____________ 2019. ______________________________ Georgeann Hanna, MMC, City Clerk 9.b Packet Pg. 191 1743 Miro Way ● Rialto, CA 92376 ● (909) 356-3998 ● Fax (909) 356-3965 BOARD OF DIRECTORS Robert A. Lovingood Janice Rutherford James Ramos Curt Hagman Josie Gonzales Gary McBride Chair First District Second District Third District Vice Chair Fourth District Fifth District Chief Executive Officer SAN BERNARDINO COUNTY FIRE PROTECTION DISTRICT Office of Emergency Services sbcfire.org Mark A. Hartwig Fire Chief/Fire Warden Mike Antonucci Emergency Services Manager February 15, 2018 TO: GRANTS PROGRAM MANAGER SUBJECT: FISCAL YEAR 2017 HOMELAND SECURITY GRANT PROGRAM EXPENDITURE AUTHORIZATION Please consider this letter as your authorization to make expenditures using FY17 Homeland Security Grant Program (HSGP) funds. During the procurement process, please make sure to follow grant guidelines and requirements. If the project requires an EHP, EOC or other type of approval as indicated in on the project worksheet then procurement may not begin until a request has been submitted to the Grants Unit and an approval has been received to begin the project. Please be aware that your project allocation amount may have changed from when you originally submitted your project. Please take note of the new amount shown on the attached project worksheet. Should you need to submit a modification request to change your project in any way, including increasing the quantity of item(s), please do so as soon as possible. The next deadline to submit modification requests is 3/6/18. If you have no changes and are able to expend the increased amount on your project as originally submitted, then no action is required. Please follow the procedures below: 1. First Milestone Dateline: All projects must be at least 30% completed by 7/31/2018. 1. Modifications: Changes to projects require obtaining preapproval from the State prior to incurring any cost. Modification requests are due to the Grants Unit every other month; please see attachment 3 for exact deadlines. Please submit requests as soon as possible to avoid delays. 2. Quotations/Bids: Three (3) copies of quotes/bids must be submitted with the reimbursement request. NO EXCEPTIONS. 3. SAMS Verification: Copy of a screen print out of the vendor verification report must be printed prior to hiring the vendor/contractor and must be submitted to Grants Unit with the request for reimbursement. 4. Performance Bond: Is required for any equipment item over $250,000, or any vehicle, aviation, or watercraft, regardless of the cost. 5. Proof of Payment: Submit copies of the front and the back of cancelled checks, as proof of payment for HSGP grant related expenditures. NO EXCEPTIONS. 6. Sole Source: Purchases over $150,000 will require preapproval from the State prior to procurement, following up with your City Council, Board of Directors or Board of Supervisors and a cost benefit analysis will need to be included with the sole source request. 7. Equipment Pictures: Provide (2) photos in color or black & white of each grant purchased equipment and a photo of the serial number, if applicable. Provide the intended location of deployment/assignment of the equipment. 9.c Packet Pg. 192 FISCAL YEAR 2017 HOMELAND SECURITY GRANT PROGRAM PROJECT APPROVAL NOTIFICATION Page 2 of 2 Equipment purchased with grant funds must be accounted for and reconciled with the Grants Administration Unit’s property records at each scheduled inventory inspection. You must develop a control tracking system to ensure adequate safeguards are in place to prevent loss, damage or theft of grant funded equipment. When equipment purchased with grant funds is no longer needed or is in need of being replaced, you must request disposition instructions from San Bernardino County Fire Protection District’s Grants Administration Unit. If items are lost, stolen, or damaged, an explanation of how it happened and how your jurisdiction is going to prevent it from happening in the future is required documentation on the Damage, Lost, Stolen, or Retired (DLSR) form. Please follow the additional grant information from the TIME SENSITIVE - FY17 HSGP Subrecipient Agreement email sent on December 20, 2017. If you have any questions, please feel free to contact me at 909-356-3998. Thank you. Sincerely, MICHAEL ANTONUCCI, Emergency Services Manager San Bernardino County Fire Protection District Office of Emergency Services MA:ti:kc cc: Ed Segura, Administrative Supervisor, SBCFPD Lauri Lockwood, Staff Analyst, SBCFPD 9.c Packet Pg. 193 10.a Packet Pg. 194 5/10/2019 11:22 AM 2018-2019 Goals and Objectives This purchase is consistent with Goal No. 5: Improve City Government Operations. The purchase of these two trucks will ensure a safe environment for both inspectors and the citizens of San Bernardino. Fiscal Impact Sufficient funding is available in the FY 2018/19 Adopted Budget for Public Works in General Fund: 001-400-0106-5701. Conclusion Staff recommends that the Mayor and City Council adopt Resolution No. 2019-70, authorizing the Director of Finance to issue a Purchase Order to Fairview Ford in an amount not to exceed $51,500 for the purchase of two (2) 2019 Ford F -150 XL 2 WD Super Cab 6.75 box trucks. Attachments Attachment 1 Resolution No. 2019-70 Attachment 2 Bid Proposal 10.a Packet Pg. 195 Resolution No. 2019-70 RESOLUTION NO. 2019-70 RESOLUTION OF THE MAYOR AND CITY COUNCIL OF THE CITY OF SAN BERNARDINO, CALIFORNIA, AUTHORIZING THE DIRECTOR OF FINANCE TO ISSUE A PURCHASE ORDER TO FAIRVIEW FORD IN AN AMOUNT NOT TO EXCEED $51,500 FOR THE PURCHASE OF TWO (2) 2019 FORD F-150 XL 2 WD SUPER CAB 6.75 BOX TRUCKS WHEREAS, Fairview Ford was selected as the lowest bidder through formal bid F19-44 on April 5, 2019; and BE IT RESOLVED BY THE MAYOR AND CITY COUNCIL OF THE CITY OF SAN BERNARDINO AS FOLLOWS: SECTION 1. The above recitals are true and correct and are incorporated herein by this reference. SECTION 2. The Director of Finance is hereby authorized to issue an annual Purchase Order to Fairview Ford in the amount of $51,500 for the purchase of a two new 2019 Ford F- 150 XIC 2 WD Crew Cab with 6.75 Box SECTION 3. Severability. If any provision of this Resolution or the application thereof to any person or circumstance is held invalid, such invalidity shall not affect other provisions or applications, and to this end the provisions of this Resolution are declared to be severable. SECTION 4. Effective Date. This Resolution shall become effective immediately. APPROVED and ADOPTED by the City Council and signed by the Mayor and attested by the City Clerk this ___ day of __________, 2019. John Valdivia, Mayor City of San Bernardino Attest: __________________________________ Georgeann Hanna, MMC, City Clerk 10.b Packet Pg. 196 Resolution No. 2019-70 CERTIFICATION STATE OF CALIFORNIA) COUNTY OF SAN BERNARDINO) ss CITY OF SAN BERNARDINO) I, Georgeann Hanna, MMC, City Clerk, hereby certify that the attached is a true copy of Resolution No. _____, adopted at a regular meeting held at the ___ day of _______, 2019 by the following vote: Council Members: AYES NAYS ABSTAIN ABSENT SANCHEZ _____ _____ _______ _______ IBARRA _____ _____ _______ _______ VACANT _____ _____ _______ _______ SHORETT _____ _____ _______ _______ NICKEL _____ _____ _______ _______ RICHARD _____ _____ _______ _______ MULVIHILL _____ _____ _______ _______ WITNESS my hand and official seal of the City of San Bernardino this ___ day of ____________ 2019. ______________________________ Georgeann Hanna, MMC, City Clerk 10.b Packet Pg. 197 10.cPacket Pg. 198 10.cPacket Pg. 199 10.cPacket Pg. 200 10.cPacket Pg. 201 10.cPacket Pg. 202 10.cPacket Pg. 203 10.cPacket Pg. 204 10.cPacket Pg. 205 10.cPacket Pg. 206 10.cPacket Pg. 207 10.cPacket Pg. 208 10.cPacket Pg. 209 10.cPacket Pg. 210 10.cPacket Pg. 211 10.cPacket Pg. 212 10.cPacket Pg. 213 10.cPacket Pg. 214 10.cPacket Pg. 215 10.cPacket Pg. 216 10.cPacket Pg. 217 10.cPacket Pg. 218 10.cPacket Pg. 219 10.cPacket Pg. 220 11.a Packet Pg. 221 overlay with failed areas to be completely removed and replaced. These 36 street segments were divided up into three separate projects of 11 and 14 street segments. This project is the second of the three street rehabilitation projects for FY 2017/18. It originally consisted of eleven street segments, but had to be reduced to ten street segments as follows: Street Segment 1. 8th St between Medical Center Drive and Mt Vernon Ave. 2. Arrowhead Ave between 7th Street and 9th St. 3. Davidson St between 16th St and 19th St. 4. Evans St between Western Ave and Medical Center Drive 5. Garner Ave between Baseline St and 14th St. 6. "J" St Pavement between 8th St and 11th St. 7. Little Mtn. Drive between Kendall and 30th St. 8. Sierra Way between 9th Street and Baseline St. 9. Western Ave between Union St and 9th St. 10. Wilson St between 9th St and Baseline St. Union Street between Mt. Vernon Avenue to Western Avenue was removed from the project list due to this segment being included in another CIP project, which is currently under construction and anticipated to be completed in June 2019. Project 13262 was advertised for public bidding on March 29, 2019 and March 05, 2019, in the San Bernardino County Sun Newspaper, F. W. Dodge, Construction Bid Board, High Desert Plan Room, San Diego Daily Transcript, Sub-Hub Online Plan Room, Reed Construction Data, Bid America Online, Construction Bid Source, Bid Ocean, the City’s web sites, and the San Bernardino Area Chamber of Commerce. Sealed bids were received and opened on June 14, 2018. The City received three bids as follows: BIDDER CITY BASE BID All American Asphalt Corona $4,463,962.00 Matich Corporation Highland $4,498,383.50 Hardy & Harper Inc. Lake Forest $4,694,740.50 *The Unique Asphalt Inc. bid was declared as incomplete and has been rejected. The City has reviewed all bid packages and confirmed that All American Asphalt of Corona, California, is the lowest responsible and responsive bidder, with a total bid amount of $4,463,962. If awarded by the Mayor and City Council, construction is anticipated to begin in June 2019 and anticipated to be completed by December 2019. 5/9/2019 4:05 PM 11.a Packet Pg. 222 2018-2019 Goals and Objectives This project is consistent with Goal No 4: Ensure Development of a Well-Planned Balanced and Sustainable City. This project will contribute to ensure that the City is clean and attractive and provide infrastructure designed for long term economic growth. Fiscal Impact The estimated project costs as well as available funding in FY 2018/19 Capital Projects Budget are summarized in the table below. Estimated Project Cost Total Bid Amount $ 4,463,962 Construction Contingency $ 446,000 Engineering and Inspections $ 94,002 Design Cost (Consultant) $ 166,036 Total Contract Work $ 5,170,000 Funding Fund 125 – SB1 $2,125,000 Budget needs to be amended to appropriate Funds from Measure I to the project. $3,045,000 Total Project Funding $5,170,000 Based on the above, staff is requesting that the Mayor and City Council authorize an amendment to the FY 2018/19 budget in the amount of $3,045,000 from the Measure I Fund. The balance of the needed funds has already been appropriated with the FY 2018/19 budget and the additional amount is required to award the full project amount. Sufficient resources exist in the Measure I Fund to make this award. Conclusion It is recommended that the Mayor and City Council of the City of San Bernardino, adopt Resolution No. 2019-73 of the Mayor and City Council of the City of San Bernardino, California, approving the award of a Construction Contract with All American Asphalt in the amount of $4,463,962 for Pavement Rehabilitation at Ten Locations; authorize the construction contingency in the amount of $446,000; authorize the Finance Director to amend FY 2018/19 adopted budget to allocate Measure I Funds to the project and amend street segments account to reflect the updated unit price per segment, and authorize the City Manager or designee to expend the contingency fund, if necessary, to complete the project. Attachments Attachment 1 Resolution Awarding Construction Contract to All American Asphalt for Pavement Rehabilitation at Ten Locations Project Attachment 2 Bid Tabulation for Pavement Rehabilitation at Ten Locations Attachment 3 Lowest Bid Form for Pavement Rehabilitation at Ten Locations Attachment 4 Agreement Attachment 5 Location Map 5/9/2019 4:05 PM 11.a Packet Pg. 223 Ward: 1,2,5,6 Synopsis of Previous Council Actions: June 20, 2018 Adopted Resolution No. 2018-189 approving Capital Improvement Program FY 2018/19. 5/9/2019 4:05 PM 11.a Packet Pg. 224 Resolution No. 2019-73 RESOLUTION NO. 2019-73 RESOLUTION OF THE MAYOR AND CITY COUNCIL OF THE CITY OF SAN BERNARDINO, CALIFORNIA, APPROVING THE AWARD OF A CONSTRUCTION CONTRACT WITH ALL AMERICAN ASPHALT IN THE AMOUNT OF $4,463,962 FOR PAVEMENT REHABILITATION AT TEN LOCATIONS; AUTHORIZING THE CONSTRUCTION CONTINGENCY IN THE AMOUNT OF $446,000; AUTHORIZING THE FINANCE DIRECTOR TO AMEND FY 2018/19 ADOPTED BUDGET TO ALLOCATE MEASURE I FUNDS TO THE PROJECT AND AMEND THE STREET SEGMENTS ACCOUNT TO REFLECT THE UPDATED UNIT PRICE PER SEGMENT; AND AUTHORIZING THE CITY MANAGER OR DESIGNEE TO EXPEND THE CONTINGENCY FUND, IF NECESSARY, TO COMPLETE THE PROJECT WHEREAS, Article III of the City Charter which provides for the City’s legislative function with the power to set policy, approve contracts and agreements, and undertake other obligations; WHEREAS, All American Asphalt, 400 East Sixth Street, Corona, California, 92879 is the lowest responsive responsible bidder for Pavement Rehabilitation at Ten Locations and Special Provision No. 13262; and BE IT RESOLVED BY THE MAYOR AND CITY COUNCIL OF THE CITY OF SAN BERNARDINO AS FOLLOWS: SECTION 1. The above recitals are true and correct and are incorporated herein by this reference. SECTION 2. The City Manager or his designee is hereby authorized and directed to award a construction contract to All American Asphalt in the amount of $4,463,962. SECTION 3. The City Manager or designee is hereby authorized and directed to execute said contingency not to exceed $446,000 on behalf of the City. SECTION 4. The Director of Finance is authorized to amend FY 2018/19 Budget to allocate Measure I Funds to the project. SECTION 5. The Director of Finance is authorized and directed to issue a Purchase Order in the amount of $4,463,962 to All American Asphalt for this work. SECTION 6. That the City Council finds this Resolution is not subject to the California Environmental Quality Act (CEQA) in that the activity is covered by the general rule that CEQA 11.b Packet Pg. 225 Resolution No. 2019-73 applies only to projects which have the potential for causing a significant effect on the environment. Where it can be seen with certainty, as in this case, that there is no possibility that the activity in question may have a significant effect on the environment, the activity is not subject to CEQA. SECTION 7. Severability. If any provision of this Resolution or the application thereof to any person or circumstance is held invalid, such invalidity shall not affect other provisions or applications, and to this end the provisions of this Resolution are declared to be severable. SECTION 8. Effective Date. This Resolution shall become effective immediately. APPROVED and ADOPTED by the City Council and signed by the Mayor and attested by the City Clerk this ___ day of __________, 2019. John Valdivia, Mayor City of San Bernardino Attest: __________________________________ Georgeann Hanna, MMC, City Clerk Approved as to form: __________________________________ Gary D. Saenz, City Attorney 11.b Packet Pg. 226 Resolution No. 2019-73 CERTIFICATION STATE OF CALIFORNIA ) COUNTY OF SAN BERNARDINO) ss CITY OF SAN BERNARDINO ) I, Georgeann Hanna, MMC, City Clerk, hereby certify that the attached is a true copy of Resolution No. _____, adopted at a regular meeting held at the ___ day of _______, 2019 by the following vote: Council Members: AYES NAYS ABSTAIN ABSENT SANCHEZ _____ _____ _______ _______ IBARRA _____ _____ _______ _______ VACANT _____ _____ _______ _______ SHORETT _____ _____ _______ _______ NICKEL _____ _____ _______ _______ RICHARD _____ _____ _______ _______ MULVIHILL _____ _____ _______ _______ WITNESS my hand and official seal of the City of San Bernardino this ___ day of ____________ 2019. ______________________________ Georgeann Hanna, MMC, City Clerk 11.b Packet Pg. 227 11.c Packet Pg. 228 11.d Packet Pg. 229 11.d Packet Pg. 230 11.d Packet Pg. 231 11.d Packet Pg. 232 11.d Packet Pg. 233 11.d Packet Pg. 234 11.d Packet Pg. 235 11.d Packet Pg. 236 11.d Packet Pg. 237 11.d Packet Pg. 238 11.d Packet Pg. 239 11.d Packet Pg. 240 11.d Packet Pg. 241 11.d Packet Pg. 242 11.d Packet Pg. 243 11.d Packet Pg. 244 11.d Packet Pg. 245 11.d Packet Pg. 246 11.d Packet Pg. 247 11.d Packet Pg. 248 11.d Packet Pg. 249 11.d Packet Pg. 250 11.d Packet Pg. 251 11.d Packet Pg. 252 11.d Packet Pg. 253 11.d Packet Pg. 254 11.e Packet Pg. 255 A G R E EM E N T CITY OF SAN BERNARDINO THIS AGREEMENT is made and concluded this _____ day of _______________, 20___, between the City of San Bernardino (owner and hereinafter "CITY"), and ____________________________________________________(hereinafter "CONTRACTOR"). 1. For and in consideration of the payments and agreements hereinafter mentioned, to be made and performed by the CITY, and under the conditions expressed in the bond as deposited with the CITY, receipt of which is hereby acknowledged, the CONTRACTOR agrees with the CITY, at the CONTRACTOR's own proper cost and expense in the Special Provisions to be furnished by the CITY, to furnish all materials, tools and equipment and perform all the work necessary to complete in good workmanlike and substantial manner the PAVEMENT REHABILITATION AT TEN LOCATIONS Project No. 13262 in strict conformity with Plans and Special Provisions for Project No. 13262 , and also in accordance with Standard Specifications for Public Works/Construction, latest edition in effect on the first day of the advertised “Notice Inviting Sealed Bids” for this project, on file in the Office of the City Engineer, Public Works Department, City of San Bernardino, which said Plans and Special Provisions and Standard Specifications are hereby especially referred to and by such reference made a part hereof. 1. The CONTRACTOR agrees to receive and accept the prices as set forth in the Bid Schedule as full compensation for furnishing all materials and doing all the work contemplated and embraced in this agreement; also for all loss or damage arising out of the nature of the work aforesaid or from any unforeseen difficulties or obstructions which may arise or be encountered in the prosecution of the work and for all risks of every description connected with the work; also for all expenses incurred by or in consequence of the suspension or discontinuance of work, and for well and faithfully completing the work and the whole thereof, in the manner and according to the Plans and Special Provisions, and requirements of the Engineer under them. 2. The CONTRACTOR herein covenants by and for himself or herself, his or her heirs, executors, administrators, and assigns, and all persons claiming under or through them, that there shall be no discrimination against or segregation of, any person or group of persons on the basis of race, color, national origin, religion, sex, marital status, or ancestry in the performance of this contract, nor shall the CONTRACTOR or any person claiming under or through him or her, establish or permit any such practice or practices of discrimination or segregation with reference to the selection of subcontractors, vendees, or employees in the performance of this contract. Failure by the CONTRACTOR to carry out these requirements is a material breach of This contract, which may result in the termination of this contract or such other remedy, as recipient deems appropriate. 4. CITY hereby promises and agrees with the said CONTRACTOR to employ, and does hereby employ the said CONTRACTOR to provide the materials and to do the work according to the terms and conditions herein contained and referred to, for the prices aforesaid, and hereby contracts to pay the same at 11.f Packet Pg. 256 AGREEMENT: PAVEMENT REHABILITATION AT TEN LOCATIONS Project No. 13262 the time, in the manner, and upon the conditions above set forth; and the same parties for themselves, their heirs, executors, administrators, and assigns, do hereby agree to the full performance of the covenants herein contained. 5. It is further expressly agreed by and between the parties hereto that should there be any conflict between the terms of this instrument and the bid of said CONTRACTOR, then this instrument shall control and nothing herein shall be considered as an acceptance of said terms of said bid conflicting herewith. IN WITNESS WHEREOF, the parties of these presents have executed this contract in four (4) counterparts, each of which shall be deemed an original in the year and day first above mentioned. CONTRACTOR CITY OF SAN BERNARDINO ALL AMERICAN ASPHALT: BY: ________________________________ TERI LEDOUX, Acting City Manager BY: _______________________________ TITLE: ATTEST: MAILING ADDRESS: 400 East Sixth Street _______________________________ GEORGEANN HANNA Corona, California 92879 City Clerk PHONE NO.: ( 951 ) 736-7600 APPROVED AS TO FORM: ATTEST: _______________________________ GARY D. SAENZ, City Attorney ____________________________________ Secretary NOTE: Secretary of the Owner should attest. If Contractor is a corporation, Secretary should attest. 11.f Packet Pg. 257 12.a Packet Pg. 258 Project 13278 was advertised for public bidding on April 3, 2019, and April 10, 2019 in the San Bernardino County Sun Newspaper, F. W. Dodge, Construction Bid Board, High Desert Plan Room, San Diego Daily Transcript, Sub-Hub Online Plan Room, Reed Construction Data, Bid America Online, Construction Bid Source, Bid Ocean, the City’s web sites, and the San Bernardino Area Chamber of Commerce. Sealed bids were received and opened on April 25, 2019; the City received six (6) bids as follows: BIDDER CITY BASE BID Pavement Coatings Co. Jurupa Valley $1,243,700.00 All American Asphalt Corona $1,333,275.61 VSS International W. Sacramento $1,333,767.00 Roy Allan Slurry Seal Inc. Santa Fe Springs $1,243,700.00 American Asphalt South Inc. Fontana $1,505,250.00 COPP Contracting Inc. Buena Park $1,750,790.00 The lowest apparent bidder based on the base bid is Pavement Coatings Co. of Jurupa Valley, California, with a total bid amount of $1,243,700. The City has reviewed all bid packages and confirmed that Pavement Coatings Co. is the lowest responsible and responsive bidder. If awarded by the City Council, construction is anticipated to begin in June 2019 and be completed by October 2019. 2018-2019 Goals and Objectives This project is consistent with Goal No 4: Ensure Development of a Well-Planned Balanced and Sustainable City. This project will contribute to ensure that the City is clean and attractive and provide infrastructure designed for long term economic growth. Fiscal Impact The estimated project costs as well as available funding in the FY 2018/19 Capital Projects Budget are summarized in the table below. Estimated Project Cost Total Bid Amount $1,243,700 Construction Contingency $ 124,300 Engineering and Inspections $ 29,204 Design $ 2,796 Total Contract Work $ 1,400,000 5/9/2019 3:58 PM 12.a Packet Pg. 259 Funding Fund 129 – Measure I $1,000,000 Budget needs to be amended to appropriate Funds from Measure I to the project. $ 400,000 Total Project Funding $1,400,000 Based on the above, staff is requesting that the Mayor and City Council authorize an amendment to the FY 2018/19 budget in the amount of $400,000 from the Measure I Fund. The balance of the needed funds has already been appropriated with the FY 2018/19 budget and the additional amount is required to award the full project amount. Sufficient resources exist in the Measure I Fund to make this award. Conclusion It is recommended that the Mayor and City Council of the City of San Bernardino, Adopt Resolution No. 2019-74 approving the award of a Construction Contract with Pavement Coatings Co. in the amount of $1,243,700 for Citywide Pavement Rehabilitation (Slurry/Crack Seal); authorize the construction contingency in the amount of $124,300; authorize the Finance Director to amend FY 2018/19 Adopted Budget to allocate Measure I Funds to the project, and authorizing the City Manager or designee to expend the contingency fund, if necessary, to complete the project. Attachments Attachment 1 Resolution Awarding Construction Contract Citywide Pavement Rehabilitation (Slurry Seal) Attachment 2 Bid Tabulation for Citywide Pavement Rehabilitation (Slurry Seal) Attachment 3 Lowest Bid Form for Citywide Pavement Rehabilitation (Slurry Seal) Attachment 4 Location Map Attachment 5 Agreement Ward: ALL Synopsis of Previous Council Actions: June 20, 2018 Adopted Resolution No. 2018-189 approving Capital Improvement Program FY 2018/19. 5/9/2019 3:58 PM 12.a Packet Pg. 260 Resolution No. 2019-74 RESOLUTION NO. 2019-74 RESOLUTION OF THE MAYOR AND CITY COUNCIL OF THE CITY OF SAN BERNARDINO, CALIFORNIA, APPROVING THE AWARD OF A CONSTRUCTION CONTRACT WITH PAVEMENT COATINGS CO. IN THE AMOUNT OF $1,243,700 FOR CITYWIDE PAVEMENT REHABILITATION (SLURRY/ CRACK SEAL); AUTHORIZING THE CONSTRUCTION CONTINGENCY IN THE AMOUNT OF $124,300; AUTHORIZING THE FINANCE DIRECTOR TO AMEND THE FY 2018/19 ADOPTED BUDGET TO ALLOCATE MEASURE I FUNDS TO THE PROJECT; AND AUTHORIZING THE CITY MANAGER OR DESIGNEE TO EXPEND THE CONTINGENCY FUND, IF NECESSARY, TO COMPLETE THE PROJECT WHEREAS, Article III of the City Charter which provides for the City’s legislative function with the power to set policy, approve contracts and agreements, and undertake other obligations; WHEREAS, Pavement Coatings Co., 10240 San Sevaine Way, Jurupa Valley, California, 91752 is the lowest responsive responsible bidder for Citywide Pavement Rehabilitation (Slurry/Crack Seal) and Special Provision No. 13278; and BE IT RESOLVED BY THE MAYOR AND CITY COUNCIL OF THE CITY OF SAN BERNARDINO AS FOLLOWS: SECTION 1. The above recitals are true and correct and are incorporated herein by this reference. SECTION 2. The City Manager or his designee is hereby authorized and directed to award a construction contract to Pavement Coatings Co. in the amount of $1,243,700. SECTION 3. The City Manager or designee is hereby authorized and directed to execute said contingency not to exceed $124,300 on behalf of the City. SECTION 4. The Director of Finance is authorized to amend FY 2018/19 Budget to allocate Measure I Funds to the project. SECTION 5. The Director of Finance is authorized and directed to issue a Purchase Order in the amount of $1,243,700 to Pavement Coatings Co. for this work. SECTION 6. That the City Council finds this Resolution is not subject to the California Environmental Quality Act (CEQA) in that the activity is covered by the general rule that CEQA applies only to projects which have the potential for causing a significant effect on the environment. Where it can be seen with certainty, as in this case, that there is no possibility that 12.b Packet Pg. 261 Resolution No. 2019-74 the activity in question may have a significant effect on the environment, the activity is not subject to CEQA. SECTION 7. Severability. If any provision of this Resolution or the application thereof to any person or circumstance is held invalid, such invalidity shall not affect other provisions or applications, and to this end the provisions of this Resolution are declared to be severable. SECTION 8. Effective Date. This Resolution shall become effective immediately. APPROVED and ADOPTED by the City Council and signed by the Mayor and attested by the City Clerk this ___ day of __________, 2019. John Valdivia, Mayor City of San Bernardino Attest: __________________________________ Georgeann Hanna, MMC, City Clerk Approved as to form: __________________________________ Gary D. Saenz, City Attorney 12.b Packet Pg. 262 Resolution No. 2019-74 CERTIFICATION STATE OF CALIFORNIA) COUNTY OF SAN BERNARDINO) ss CITY OF SAN BERNARDINO) I, Georgeann Hanna, MMC, City Clerk, hereby certify that the attached is a true copy of Resolution No. _____, adopted at a regular meeting held at the ___ day of _______, 2019 by the following vote: Council Members: AYES NAYS ABSTAIN ABSENT SANCHEZ _____ _____ _______ _______ IBARRA _____ _____ _______ _______ VACANT _____ _____ _______ _______ SHORETT _____ _____ _______ _______ NICKEL _____ _____ _______ _______ RICHARD _____ _____ _______ _______ MULVIHILL _____ _____ _______ _______ WITNESS my hand and official seal of the City of San Bernardino this ___ day of ____________ 2019. ______________________________ Georgeann Hanna, MMC, City Clerk 12.b Packet Pg. 263 FILE NO. 1.7306 ACCT. NO. 129-160-5504-7306-0025 BID SCHEDULE CITYWIDE PAVEMENT REHABILITATION (SLURRY/CRACK SEAL) (SS - D) IN THE CITY OF SAN BERNARDINO Special Provisions NO. 13278 ITEM NO.BID ITEM DESCRIPTION ESTIMATED QUANTITY UNIT UNIT PRICE TOTAL UNIT PRICE TOTAL UNIT PRICE TOTAL 1 MOBILIZATION 1 LS 55,000.00 55,000.00 137,251.56 137,251.56 140,000.00 140,000.00 2 TRAFFIC CONTROL 1 LS 65,000.00 65,000.00 137,797.38 137,797.38 312,000.00 312,000.00 3 CLEARING AND GRUBBING, UNCLASSIFIED EXCAVATION AND UNCLASSIFIED FILL 1 LS 5,000.00 5,000.00 13,314.77 13,314.77 25,000.00 25,000.00 4 STORM WATER POLLUTION AND PREVENTION PLAN AND NPDES COMPLIANCE 1 LS 750.00 750.00 2,545.70 2,545.70 3,500.00 3,500.00 5 SLURRY SEAL TYPE II (EMULSION AGGREGATE SLURRY)1,000,000 SF 0.17 170,000.00 0.14 140,000.00 0.18 180,000.00 6 CAPE SEAL AND SLURRY SEAL TYPE III 2,000,000 SF 0.45 900,000.00 0.41 820,000.00 0.29 580,000.00 7 CRACK SEALING 7,000 LF 1.35 9,450.00 2.58 18,060.00 0.85 5,950.00 8 ASPHALT PAVEMENT REPAIR 1,500 SF 9.00 13,500.00 25.25 37,875.00 8.40 12,600.00 9 SIGNING AND STRIPING PER PROJECT PLANS AND SPECIFICATIONS 1 LS 25,000.00 25,000.00 26,431.20 26,431.20 76,717.00 76,717.00 TOTAL BID SCHEDULE Totals BID SCHEDULE CITYWIDE PAVEMENT REHABILITATION (SLURRY/CRACK SEAL) (SS - D) IN THE CITY OF SAN BERNARDINO Special Provisions NO. 13278 ITEM NO.BID ITEM DESCRIPTION ESTIMATED QUANTITY UNIT UNIT PRICE TOTAL UNIT PRICE TOTAL UNIT PRICE TOTAL 1 MOBILIZATION 1 LS 52,500.00 52,500.00 27,500.00 27,500.00 125,600.00 125,600.00 2 TRAFFIC CONTROL 1 LS 142,200.00 142,200.00 100,000.00 100,000.00 86,400.00 86,400.00 3 CLEARING AND GRUBBING, UNCLASSIFIED EXCAVATION AND UNCLASSIFIED FILL 1 LS 19,500.00 19,500.00 21,000.00 21,000.00 76,000.00 76,000.00 4 STORM WATER POLLUTION AND PREVENTION PLAN AND NPDES COMPLIANCE 1 LS 3,650.00 3,650.00 2,500.00 2,500.00 7,000.00 7,000.00 5 SLURRY SEAL TYPE II (EMULSION AGGREGATE SLURRY)1,000,000 SF 0.22 220,000.00 0.19 190,000.00 0.25 250,000.00 6 CAPE SEAL AND SLURRY SEAL TYPE III 2,000,000 SF 0.50 1,000,000.00 0.55 1,100,000.00 0.55 1,100,000.00 7 CRACK SEALING 7,000 LF 2.35 16,450.00 1.00 7,000.00 3.90 27,300.00 8 ASPHALT PAVEMENT REPAIR 1,500 SF 8.80 13,200.00 12.50 18,750.00 35.00 52,500.00 9 SIGNING AND STRIPING PER PROJECT PLANS AND SPECIFICATIONS 1 LS 25,575.00 25,575.00 38,500.00 38,500.00 25,990.00 25,990.00 TOTAL BID SCHEDULE Totals $1,493,075.00 $1,505,250.00 $1,750,790.00 4TH LOW ROY ALLAN SLURRY SEAL 5TH LOW AMERICAN ASPHALT SOUTH 6TH LOW COPP CONTRACTING INC. $1,243,700.00 $1,333,275.61 $1,335,767.00 BID OPENING: 2:00 P.M., APRIL 25, 2019 APPARENT LOW BIDDER PAVEMENT COATING CO. 2ND LOW ALL AMERICAN ASPHALT 3RD LOW VSS INTTERNATIONAL 12.cPacket Pg. 264 12.d Packet Pg. 265 12.d Packet Pg. 266 12.d Packet Pg. 267 12.d Packet Pg. 268 12.d Packet Pg. 269 12.d Packet Pg. 270 12.d Packet Pg. 271 12.d Packet Pg. 272 12.d Packet Pg. 273 12.d Packet Pg. 274 12.d Packet Pg. 275 12.d Packet Pg. 276 12.d Packet Pg. 277 12.d Packet Pg. 278 12.d Packet Pg. 279 12.d Packet Pg. 280 12.d Packet Pg. 281 12.e Packet Pg. 282 12.e Packet Pg. 283 12.e Packet Pg. 284 12.e Packet Pg. 285 12.e Packet Pg. 286 12.e Packet Pg. 287 12.e Packet Pg. 288 12.e Packet Pg. 289 12.e Packet Pg. 290 12.e Packet Pg. 291 12.e Packet Pg. 292 12.e Packet Pg. 293 12.e Packet Pg. 294 12.e Packet Pg. 295 12.e Packet Pg. 296 12.e Packet Pg. 297 12.e Packet Pg. 298 12.e Packet Pg. 299 12.e Packet Pg. 300 A G R E EM E N T CITY OF SAN BERNARDINO THIS AGREEMENT is made and concluded this _____ day of _______________, 20___, between the City of San Bernardino (owner and hereinafter "CITY"), and ____________________________________________________(hereinafter "CONTRACTOR"). 1. For and in consideration of the payments and agreements hereinafter mentioned, to be made and performed by the CITY, and under the conditions expressed in the bond as deposited with the CITY, receipt of which is hereby acknowledged, the CONTRACTOR agrees with the CITY, at the CONTRACTOR's own proper cost and expense in the Special Provisions to be furnished by the CITY, to furnish all materials, tools and equipment and perform all the work necessary to complete in good workmanlike and substantial manner the CITYWIDE PAVEMENT REHABILITATION (SLURRY / CRACK SEAL) Project No. 13278 in strict conformity with Plans and Special Provisions No. 13278 , and also in accordance with Standard Specifications for Public Works/Construction, latest edition in effect on the first day of the advertised “Notice Inviting Sealed Bids” for this project, on file in the Office of the City Engineer, Public Works Department, City of San Bernardino, which said Plans and Special Provisions and Standard Specifications are hereby especially referred to and by such reference made a part hereof. 1. The CONTRACTOR agrees to receive and accept the prices as set forth in the Bid Schedule as full compensation for furnishing all materials and doing all the work contemplated and embraced in this agreement; also for all loss or damage arising out of the nature of the work aforesaid or from any unforeseen difficulties or obstructions which may arise or be encountered in the prosecution of the work and for all risks of every description connected with the work; also for all expenses incurred by or in consequence of the suspension or discontinuance of work, and for well and faithfully completing the work and the whole thereof, in the manner and according to the Plans and Special Provisions, and requirements of the Engineer under them. 2. The CONTRACTOR herein covenants by and for himself or herself, his or her heirs, executors, administrators, and assigns, and all persons claiming under or through them, that there shall be no discrimination against or segregation of, any person or group of persons on the basis of race, color, national origin, religion, sex, marital status, or ancestry in the performance of this contract, nor shall the CONTRACTOR or any person claiming under or through him or her, establish or permit any such practice or practices of discrimination or segregation with reference to the selection of subcontractors, vendees, or employees in the performance of this A-1 12.f Packet Pg. 301 AGREEMENT: CITYWIDE PAVEMENT REHABILITATION (SLURRY / CRACK SEAL)Project No. 13278 contract. Failure by the CONTRACTOR to carry out these requirements is a material breach of This contract, which may result in the termination of this contract or such other remedy, as recipient deems appropriate. 4. CITY hereby promises and agrees with the said CONTRACTOR to employ, and does hereby employ the said CONTRACTOR to provide the materials and to do the work according to the terms and conditions herein contained and referred to, for the prices aforesaid, and hereby contracts to pay the same at the time, in the manner, and upon the conditions above set forth; and the same parties for themselves, their heirs, executors, administrators, and assigns, do hereby agree to the full performance of the covenants herein contained. 5. It is further expressly agreed by and between the parties hereto that should there be any conflict between the terms of this instrument and the bid of said CONTRACTOR, then this instrument shall control and nothing herein shall be considered as an acceptance of said terms of said bid conflicting herewith. IN WITNESS WHEREOF, the parties of these presents have executed this contract in four (4) counterparts, each of which shall be deemed an original in the year and day first above mentioned. CONTRACTOR CITY OF SAN BERNARDINO NAME OF FIRM: Pavement Coatings Co. BY: ___________________ TERI LEDOUX, Acting City Manager BY: _______________________________ TITLE: ATTEST: MAILING ADDRESS: 10240 San Sevaine Way _______________________________ GEORGEANN HANNA City Clerk __Jurupa Valley CA 91752_______________ PHONE NO.: ( 714) 826-3011___________ APPROVED AS TO FORM: ATTEST: _______________________________ GARY D. SAENZ, City Attorney ____________________________________ Secretary NOTE: Secretary of the Owner should attest. If Contractor is a corporation, Secretary should attest. A-2 12.f Packet Pg. 302 13.a Packet Pg. 303 The tentative schedule for the annual update of the assessment districts which is prepared based on information provided by the San Bernardino County Auditor- Controller-Recorders office is as follows: May 15 , 2019: Mayor and City Council direction of preparation of an assessment engineer’s report describing any new improvements or any substantial changes in the existing improvements in the existing assessment districts. June 5, 2019: Mayor and City Council (1) preliminarily approving the engineering reports for the existing assessment districts and directing the filing of such reports with the City Clerk, and (2) setting the date for the public hearing at 7:00 PM on Wednesday, July 17, 2019, in the City of San Bernardino Council Chamber, 201 North E Street, San Bernardino, CA 92408 pursuant to California Streets and Highways Code Sections 22552 and 22553 and Government Code Section 53753.5 to consider the levy of annual assessments upon real property. July 17, 2019: Mayor and City Council public hearing and approval of the levy of assessments upon real property within each of the Districts for fiscal year 2019-2020. July 22, 2019: Deadline for submission of preliminary notice of assessments to San Bernardino County. August 1, 2019: Deadline for submission of final notice of assessments to San Bernardino County. August 31, 2019: Last day for submission of corrections to San Bernardino County. The City has formed sixty nine (69) such assessment districts. 2018-2019 Goals and Objectives This project is consistent with Goal No 4: Ensure Development of a Well-Planned Balanced and Sustainable City. This project will contribute to ensure that the City is clean and attractive and provide infrastructure designed for long term economic growth. Fiscal Impact The assessment on properties within the assessment districts provides revenue to offset the cost of maintenance of public improvement to serve the development project. The engineering reports set forth the “Maximum Allowable Assessment” for each parcel. Conclusion It is recommended that the Mayor and City Council adopt Resolution No. 2019-75, initiating proceedings to levy and collect assessments for FY 2019/20 in Assessment Districts pursuant to the Constitution and the City Charter, appointing the Engineer of Record, and ordering preparation of Engineer’s Report. 5/10/2019 8:51 AM 13.a Packet Pg. 304 Attachments Attachment 1 Resolution 5/10/2019 8:51 AM 13.a Packet Pg. 305 Resolution No. 2019-75 RESOLUTION NO. 2019-75 RESOLUTION OF THE MAYOR AND CITY COUNCIL OF THE CITY OF SAN BERNARDINO, CALIFORNIA, INITIATING PROCEEDINGS TO LEVY AND COLLECT ASSESSMENTS FOR FY 2019/20 IN ASSESSMENT DISTRICTS PURSUANT TO THE CALIFORNIA CONSTITUTION AND THE CITY CHARTER, APPOINTING THE ENGINEER OF RECORD, AND ORDERING PREPARATION OF ENGINEER’S REPORTS WHEREAS, the City Council of the City of San Bernardino (the “City Council”) has previously determined that the public interest, convenience, and necessity require the installation, construction, and maintenance of public landscaping, landscaping and lighting, sewer lift stations, landscaping and sewer lift stations, and landscaping, detention basin and storm drains and appurtenant facilities within the City of San Bernardino (the “City”) as authorized by Section 19 of Article XVI of the California Constitution and the applicable provisions of the City’s Charter (the “Assessment Law”) and has established the following assessment districts (the “Assessment Districts”) within the City: Assessment District No. 951 Zone 1 and Zone 2 (Wagonwheel Road Area), Assessment District No. 952 Zone 1, Zone 2, Zone 2A and Zone 3 (State College Area), Assessment District No. 953 (16th Street), Assessment District No. 956 (Carnegie Drive Area), Assessment District No. 959 Zone 1 (Shandin Hills), Assessment District No. 962 (Pine Avenue Area), Assessment District No. 963 (Allen Street), Assessment District No. 968 (Airport Drive), Assessment District No. 974 (Rialto Avenue between Eucalyptus and Pepper), Assessment District No. 975 (Pepper and Mill Area), Assessment District No. 976 (Pine and Belmont), Assessment District No. 981 (Meridian and Randall Avenue), Assessment District No. 982 (Piedmont Drive Area), Assessment District No. 986 (Rialto and Macy Area), Assessment District No. 989 (Mill and Macy Area), Assessment District No. 991 (Verdemont and Olive Area), Assessment District No. 993 (Cajon and June Area), Assessment District No. 997 (Chestnut Area), Assessment District No. 1001 (Pennsylvania and Birch Area), Assessment District No. 1002 (North “H” Street Area), Assessment District No. 1005 (Cajon and Pepper Linden Area), Assessment District No. 1007 (Pepper and Randall Area), Assessment District No. 1012 (Mill/Burney Area), Assessment District No. 1016 (Coulston Area), Assessment District No. 1017 (Kendall and Pine Area), Assessment District No. 1019 (Northpark and Mountain Area), Assessment District No. 1020 (Mill Street and Dallas Avenue Area), Assessment District No. 1022 Zone 1, Zone 2 and Zone 3 (San Bernardino International Airport/Alliance-California), Assessment District No. 1023 (Elm Avenue and Coulston Street Area), Assessment District No. 1024 (Inland Center Drive and Riverwalk Drive Area), Assessment District No. 1025 (Palm Avenue and Washington Avenue Area), Assessment District No. 1027 (Waterman Avenue and Washington Street Area), Assessment District No. 1028 (Ohio Avenue and Walnut Avenue Area), Assessment District No. 1029 (California Street and 16th Street Area), Assessment District No. 1030 (Magnolia Avenue and Ohio Avenue Area), Assessment District No. 1031 (Irvington Avenue and Olive Avenue Area), Assessment District No. 1032 (Palm Avenue and Verdemont Drive), Assessment District No. 1035, Zone 1 and Zone 2 (Palm Avenue and Meyers Road), Assessment District No. 1036 (Northpark Boulevard and Campus Parkway), Assessment District No. 1037 (Belmont Avenue and Magnolia Avenue), Assessment District No. 1038 09960.00000\31960179.1 13.b Packet Pg. 306 (Orange Show Road and Arrowhead Avenue), Assessment District No. 1039 (Irvington Avenue and Chestnut Avenue Area), Assessment District No. 1040 (Arcacia Avenue and Hill Drive Area), Assessment District No. 1041 (Magnolia Avenue and Ohio Avenue Area), Assessment District No. 1042 (Shandin Hills Drive and Shady Creek Drive), Assessment District No. 1043, Zone 1 and Zone 2 (Palm Avenue and Irvington Avenue Area), Assessment District No. 1045 (Waterman Avenue and Orange Show Road Area), Assessment District No. 1046 (Northpark Boulevard and Northstar Avenue Area), Assessment District No. 1047 (Ohio Avenue and Pine Avenue Area), Assessment District No. 1048 (Eucalyptus Avenue and Randall Avenue Area), Assessment District No. 1050 (Pepper Avenue and Rialto Avenue Area), Assessment District No. 1052 (Belmont Avenue and Chestnut Avenue Area), Assessment District No. 1054 (Campus Parkway and Valles Drive Area), Assessment District No. 1055 (Pine Avenue and Redwood Street Area), Assessment District No. 1056 (Magnolia Avenue and Garfield Street Area), Assessment District No. 1057 (Cajon Boulevard and University Parkway Area), Assessment District No. 1059 (Orange Show Road and Tippecanoe Avenue Area), Assessment District No. 1060 (Chiquita Lane and Date Street Area), Assessment District No. 1063 (Central Avenue and Lena Road Area), Assessment District No. 1064 (Cajon Boulevard and Glen Helen Parkway Area), and Assessment District No. 1068 (Tippecanoe Avenue and Central Avenue Area); and WHEREAS, the City Council has determined that the public interest, convenience, and necessity require the continued levy of assessments within the Assessment Districts for the purpose of installing, constructing, operating, and maintaining public landscaping, landscaping and lighting, sewer lift stations, landscaping and sewer lift stations, and landscaping, detention basin and storm drains and appurtenant facilities authorized by the Assessment Law; BE IT RESOLVED BY THE MAYOR AND CITY COUNCIL OF THE CITY OF SAN BERNARDINO AS FOLLOWS: SECTION 1. The City Council hereby initiates proceedings pursuant to the Assessment Law to levy and collect annual assessments within the Assessment Districts for the maintenance, servicing and operating of and public landscaping, landscaping and lighting, sewer lift stations, landscaping and sewer lift stations, and landscaping, detention basin and storm drains appurtenant facilities during fiscal year 2019-20. SECTION 2. The maintenance to be performed consists of the furnishing of services and materials for the ordinary and usual maintenance, operation, and servicing of public landscaping, landscaping and lighting, sewer lift stations, landscaping and sewer lift stations, and landscaping, detention basin and storm drains. SECTION 3. The proceedings for the annual levy of the assessments are to be conducted pursuant to the Assessment Law. SECTION 4. Spicer Consulting Group, LLC is hereby appointed as Engineer of Record for the purpose of preparing the written report provided for in Section 22567 of the Streets and Highways Code with respect to the levy of assessments for fiscal year 2019-20 for each of the Assessment Districts, and is hereby directed to prepare and file such reports with the City Clerk. 13.b Packet Pg. 307 APPROVED and ADOPTED by the City Council and signed by the Mayor and attested by the City Clerk this 15th day of May, 2019. ____________________________________ John Valdivia, Mayor City of San Bernardino Attest: __________________________________ Georgeann Hanna, MMC, City Clerk Approved as to form: __________________________________ Gary D. Saenz, City Attorney 09960.00000\31960179.1 -3- 13.b Packet Pg. 308 CERTIFICATION STATE OF CALIFORNIA) COUNTY OF SAN BERNARDINO) ss CITY OF SAN BERNARDINO) I, Georgeann Hanna, MMC, City Clerk, hereby certify that the attached is a true copy of Resolution No. 2019-____, adopted at a regular meeting held on the 15th day of May, 2019 by the following vote: Council Members: AYES NAYS ABSTAIN ABSENT SANCHEZ _____ _____ _______ _______ IBARRA _____ _____ _______ _______ VACANT _____ _____ _______ _______ SHORETT _____ _____ _______ _______ NICKEL _____ _____ _______ _______ RICHARD _____ _____ _______ _______ MULVIHILL _____ _____ _______ _______ WITNESS my hand and official seal of the City of San Bernardino this ____ day of __________, 2019. ______________________________ Georgeann Hanna, MMC, City Clerk 13.b Packet Pg. 309 14.a Packet Pg. 310 Conclusion It is recommended that the Mayor and City Council of the City of San Bernardino adopt Resolution No. 2019-76, authorizing the San Bernardino County Fire Protection District to conduct a live fire training exercise and prescribed burn on City-owned property located along North Little Mountain Drive. Attachments Attachment 1 Resolution; Exhibit A - San Bernardino Live Burn Fire Training Map; Exhibit B - Hold Harmless Agreement 5/10/2019 8:52 AM 14.a Packet Pg. 311 Resolution No. 2019-76 RESOLUTION NO. 2019-76 RESOLUTION OF THE MAYOR AND CITY COUNCIL OF THE CITY OF SAN BERNARDINO, CALIFORNIA, AUTHORIZING THE SAN BERNARDINO COUNTY FIRE PROTECTION DISTRICT TO CONDUCT A LIVE FIRE TRAINING EXERCISE AND PRESCRIBED BURN ON CITY-OWNED PROPERTY LOCATED ALONG NORTH LITTLE MOUNTAIN DRIVE WHEREAS, The City of San Bernardino has historically suffered the loss of lives, homes and property due to wildland fires spreading into its northern wildland-urban interface; and WHEREAS, the current conditions including vegetation growth, climate and topography combine to make the potential for another local-area wildland fire extremely high; and WHEREAS, the San Bernardino County Fire Protection District is responsible for providing fire supersession services in the City of San Bernardino; and WHEREAS, the San Bernardino County Fire Protection District wishes to conduct live fire training exercise and prescribed burn along North Little Mountain Drive in the City of San Bernardino; and WHEREAS, the City of San Bernardino owns property along North Little Mountain Drive that will be included in the San Bernardino County Fire Protection District’s live fire training exercise and prescribed burn; and WHEREAS, the City of San Bernardino supports the efforts of the San Bernardino County Fire Protection District in the mitigation of fire hazards impacting City residents and businesses located near North Little Mountain Drive. BE IT RESOLVED BY THE MAYOR AND CITY COUNCIL OF THE CITY OF SAN BERNARDINO AS FOLLOWS: SECTION 1. The above recitals are true and correct and are incorporated herein by this reference. SECTION 2. The San Bernardino County Fire Protection District is hereby authorized to conduct a live fire training exercise and prescribed burn pursuant to the City owed property identified in and attached hereto as Exhibit “A”, and the Hold Harmless Agreement identified in Exhibit “B” attached hereto beginning on May 28, 2019. SECTION 3. That the City Council finds this Resolution is not subject to the California Environmental Quality Act (CEQA) in that the activity is covered by the general rule that CEQA applies only to projects which have the potential for causing a significant effect on the environment. Where it can be seen with certainty, as in this case, that there is no possibility that 14.b Packet Pg. 312 Resolution No. 2019-76 the activity in question may have a significant effect on the environment, the activity is not subject to CEQA. SECTION 4. Severability. If any provision of this Resolution or the application thereof to any person or circumstance is held invalid, such invalidity shall not affect other provisions or applications, and to this end the provisions of this Resolution are declared to be severable. SECTION 5. Effective Date. This Resolution shall become effective immediately. APPROVED and ADOPTED by the City Council and signed by the Mayor and attested by the City Clerk this ___ day of __________, 2019. John Valdivia, Mayor City of San Bernardino Attest: __________________________________ Georgeann Hanna, MMC, City Clerk Approved as to form: __________________________________ Gary D. Saenz, City Attorney 14.b Packet Pg. 313 Resolution No. 2019-76 CERTIFICATION STATE OF CALIFORNIA) COUNTY OF SAN BERNARDINO) ss CITY OF SAN BERNARDINO) I, Georgeann Hanna, MMC, City Clerk, hereby certify that the attached is a true copy of Resolution No. _____, adopted at a regular meeting held at the ___ day of _______, 2019 by the following vote: Council Members: AYES NAYS ABSTAIN ABSENT SANCHEZ _____ _____ _______ _______ IBARRA _____ _____ _______ _______ VACANT _____ _____ _______ _______ SHORETT _____ _____ _______ _______ NICKEL _____ _____ _______ _______ RICHARD _____ _____ _______ _______ MULVIHILL _____ _____ _______ _______ WITNESS my hand and official seal of the City of San Bernardino this ___ day of ____________ 2019. ______________________________ Georgeann Hanna, MMC, City Clerk 14.b Packet Pg. 314 14.c Packet Pg. 315 14.c Packet Pg. 316 14.d Packet Pg. 317 15.a Packet Pg. 318 this committee by Council, this committee may also review and make recommendations on proposed ordinances which may from time to time be referred to the committee by the City Attorney’s Office. 3. The Stadium Committee will review issues related to the stadium currently leased by the Inland Empire 66ers baseball club located at 280 South E Street, San Bernardino, CA. 4. The Economic Development Committee will review the City Budget, fiscal stabilization programs, revenue generation opportunities including grants, business development and growth opportunities and such personnel matters as are within the City Council’s jurisdiction. 5. The Commission Applicant Review Committee will meet as needed to assist the Mayor in reviewing applications and interviewing candidates for at large board and commission appointments including appointments to the Building and Accessibility Appeals Board, Library Board, Personnel Commission, and W ater Board. 2018-19 Goals and Objectives The proposed Council sub-committees align with Goal Number 5 Improving City Government Operations by providing members of the City Council with the opportunity to research, study and make recommendations to the Mayor and Council on policy issues that maximize resources and improve City services. Fiscal Impact No fiscal impact to the City. Conclusion Adopt Resolution No. 2019-77 of the Mayor and City Council of the City of San Bernardino, California, establishing five Council sub-committees including the Education Bridge Committee, Legislative Review Committee, Stadium Committee, Economic Development Committee, and Commission Applicant Review Committee. Attachments Attachment 1 Resolution No. 2019-77 Ward: On January 17, 2018, the Mayor and City Council adopted Resolution No. 2018-017, dissolving all of the City’s Council sub-committees with the exception of the CDBG Committee and the Military Hometown Banner Committee. 5/10/2019 11:38 AM 15.a Packet Pg. 319 Resolution No. 2019-77 RESOLUTION NO. 2019-77 RESOLUTION OF THE MAYOR AND CITY COUNCIL OF THE CITY OF SAN BERNARDINO, CALIFORNIA, ESTABLISHING FIVE COUNCIL SUB-COMMITTEES INCLUDING THE EDUCATION BRIDGE COMMITTEE, LEGISLATIVE REVIEW COMMITTEE, STADIUM COMMITTEE ECONOMIC DEVELOPMENT COMMITTEE, AND COMMISSION APPLICANT REVIEW COMMITTEE WHEREAS, As provided for in Chapter 2.76 of the San Bernardino Municipal Code any committee appointed by the Mayor from among the City Council membership has the power to study, research and make appropriate recommendations to the Mayor and City Council concerning any matter referred by the Mayor and City Council. The scope and function of any such committee is directed by the Mayor and City Council, which shall provide specific direction as to the purposes and actions of the Council sub-committee; and WHEREAS, Section 303(b) of the City Charter states that the Mayor is to appoint the members and officers of Council committees made up of less than a majority of the City Council members; and WHEREAS, on January 17, 2018 the City Council adopted Resolution No. 2018-17 dissolving all of the City Council sub-committees with the exception of the CDBG Committee and Hometown Military Banner Committee; and WHEREAS, the City Council wishes establish additional Council sub-committees to study, research and make appropriate recommendations to the Mayor and City Council concerning matters referred by the Mayor and City Council. BE IT RESOLVED BY THE MAYOR AND CITY COUNCIL OF THE CITY OF SAN BERNARDINO AS FOLLOWS: SECTION 1. The above recitals are true and correct and are incorporated herein by this reference. SECTION 2. The Education Bridge Committee is hereby established to meet as needed to study, research and make appropriate recommendations to the Mayor and City Council concerning programs and initiatives dealing with education at all levels ranging from preschool through high school to higher education and continuing education. SECTION 3. The Legislative Review Committee is hereby established to meet as needed to study, research and make appropriate recommendations to the Mayor and City Council concerning policy and legislative items that impact the City. In addition, the Legislative Review Committee may review and make recommendations on any proposed ordinances which may from time to time be referred to the Committee by the City Attorney’s Office. 15.b Packet Pg. 320 Resolution No. 2019-77 SECTION 4. The Stadium Committee is hereby established to meet as needed to study, research and make appropriate recommendations to the Mayor and City Council concerning issues related to the stadium located at 280 South E Street, San Bernardino, CA under lease by the Inland Empire 66ers baseball club. SECTION 5. The Economic Development Committee is hereby established to meet as needed to study, research and make appropriate recommendations to the Mayor and City Council concerning the City Budget, fiscal stabilization programs, revenue generation opportunities, business development and growth opportunities and such personnel matters as are within the City Council’s jurisdiction. SECTION 6. The Commission Applicant Review Committee is hereby established to meet as needed to assist the Mayor in reviewing applications and interviewing candidates for at large board and commission appointments including appointments to the Building and Accessibility Appeals Board, Library Board, Personnel Commission, and Water Board. SECTION 7. That the City Council finds this Resolution is not subject to the California Environmental Quality Act (CEQA) in that the activity is covered by the general rule that CEQA applies only to projects which have the potential for causing a significant effect on the environment. Where it can be seen with certainty, as in this case, that there is no possibility that the activity in question may have a significant effect on the environment, the activity is not subject to CEQA. SECTION 8. Severability. If any provision of this Resolution or the application thereof to any person or circumstance is held invalid, such invalidity shall not affect other provisions or applications, and to this end the provisions of this Resolution are declared to be severable. SECTION 9. Effective Date. This Resolution shall become effective immediately. APPROVED and ADOPTED by the City Council and signed by the Mayor and attested by the City Clerk this ___ day of __________, 2019. John Valdivia, Mayor City of San Bernardino Attest: __________________________________ Georgeann Hanna, MMC, City Clerk Approved as to form: 15.b Packet Pg. 321 Resolution No. 2019-77 __________________________________ Gary D. Saenz, City Attorney 15.b Packet Pg. 322 Resolution No. 2019-77 CERTIFICATION STATE OF CALIFORNIA ) COUNTY OF SAN BERNARDINO) ss CITY OF SAN BERNARDINO ) I, Georgeann Hanna, MMC, City Clerk, hereby certify that the attached is a true copy of Resolution No. _____, adopted at a regular meeting held at the ___ day of _______, 2019 by the following vote: Council Members: AYES NAYS ABSTAIN ABSENT SANCHEZ _____ _____ _______ _______ IBARRA _____ _____ _______ _______ VACANT _____ _____ _______ _______ SHORETT _____ _____ _______ _______ NICKEL _____ _____ _______ _______ RICHARD _____ _____ _______ _______ MULVIHILL _____ _____ _______ _______ WITNESS my hand and official seal of the City of San Bernardino this ___ day of ____________ 2019. ______________________________ Georgeann Hanna, MMC, City Clerk 15.b Packet Pg. 323 16.a Packet Pg. 324 8. Housing Programs 9. Technology 10. Homelessness Solutions The City is currently in need of a professional grant writer to assist with the development of a grant application for Proposition 68 funding with grant awards ranging from $250,000 to $8.5 Million for improving and enhancing local park infrastructure. In order to be considered for funding, the City will need to submit a grant application by August 5, 2019. In June, following the award of the professional grant writing service contracts staff will prepare a summary report for the Mayor and City Council outlining the project proposal prior to submittal of the grant application. Discussion In keeping with the City’s standard purchasing procedure, on December 10, 2018, staff issued a Request for Proposal (RFP) for “As Needed Grant Writing Services.” Using the City’s procurement system, Planet Bids, 42 firms were invited to submit proposals. On January 10th, 2019, proposals were received from 12 consultant firms. Following a detailed analysis of each proposal, including an evaluation of cost, firm qualifications, staffing, and understanding of the community, the five highest scoring consultants were selected as finalists. A selection committee comprised of representatives from the City Manager’s Office, Library, Parks and Recreation, Police, and Public Works Departments conducted formal interviews with the finalists in March 2019. Following this review, three firms were selected to provide professional grant writing services on an as needed basis including Blais & Associates, Inc., Evan Brooks Associates, Inc., and KOA Corporation. 1. Blais & Associates, Inc. (B & A) specializes in grant research, writing, and post-award management for local governments. B & A had experience will both large and small grants across multiple service lines. Additionally, the firm has a proven track record, having worked with the City of San Bernardino and our regional partners in the submittal of multiple grant applications for transportation programs including the development of an Active Transportation Program (ATP) Cycle 2 submission in 2015 for sidewalk gap closure along Foothill Boulevard (awarded $2.15 million); a joint public safety grant application with the City of Fontana in 2015 for the development of the Body Worn Camera Pilot Implementation Program for the United States Department of Justice (awarded $546,500 for the two cities); and in 2018, working with the San Bernardino County Transportation Authority (SBCTA) on the Strategic Growth Council’s Affordable Housing and Sustainable Communities program application for the Arrowhead Grove public housing redevelopment (awarded $20 Million). 2. Evan Brooks Associates, Inc. (EBA) was selected, based upon their experience in securing funding for a wide range of city projects, including transportation, land use, general planning, parks and recreational programming, urban greening and stormwater management projects. EBA has secured $1.9 5/10/2019 8:58 AM 16.a Packet Pg. 325 billion in grant funding for 68 cities and public agencies throughout the State of California. 3. KOA Corporation, has provided engineering services for some of the largest public works and transportation planning projects throughout California and in August of 2018 secured a combined $9.8 Million from two Highway Safety Improvement Program (HSIP) grants for the City of San Bernardino funding traffic safety improvements including various hardware upgrades to two hundred seventy-three (273) signalized intersections. KOA has expertise in traffic engineering and planning and construction management services for public agencies as well as private sector clients and will be able to provide the City with assistance in preparing grant applications in areas including capital improvement and public works infrastructure development, active transportation, energy efficiency/sustainability, and parks and recreation programs. Grant writing projects will be distributed to firms based on need and expertise in their fields as grant opportunities become available. There is no guarantee of a minimum amount of work to any of the consultants. 2018-19 Goals and Objectives This project is consistent with Goal 6 “Operate in a Fiscally Responsible and Business- Like Manner” since allocating funds to as needed grant writing will invest city resources in ways which create more ongoing revenue to reinvest in maintaining and improving services. Fiscal Impact The three contracts will each be established with a not to exceed $100,000 over a three year period. Sufficient funds were included in the Office of the City Manager’s adopted operating budget for grant writing services under 001-100-0149-5502 to fund the cost associated with professional grant writing services initiated within the fourth quarter of FY 2018/19. The proposed FY 2019/20 operating budget will include funding for grant writing services. Future funding to support grant writing services will be determined based upon the funding allocated in the annual budget. Conclusion It is recommended that the Mayor and City Council of the City of San Bernardino, California, adopt Resolution No. 2019-78, approving the award of Professional Services Agreements with Blais & Associates, Inc., Evan Brooks Associates, Inc., and KOA Corporation for as needed grant writing services. Attachments Attachment 1 Resolution No. 2019-78 Attachment 2 Exhibit A – Professional Services Agreement, Blais & Associates, Inc. Attachment 3 Exhibit B – Professional Services Agreement, Evan Brooks Associates, Inc. 5/10/2019 8:58 AM 16.a Packet Pg. 326 Attachment 4 Exhibit C – Agreement with KOA Corporation 5/10/2019 8:58 AM 16.a Packet Pg. 327 Resolution No. 2019-78 RESOLUTION NO. 2019-78 RESOLUTION OF THE MAYOR AND CITY COUNCIL OF THE CITY OF SAN BERNARDINO, CALIFORNIA, APPROVING THE AWARD OF PROFESSIONAL SERVICES AGREEMENTS WITH BLAIS & ASSOCIATES, INC., EVAN BROOKS ASSOCIATES, INC., AND KOA CORPORATION FOR AS NEEDED GRANT WRITING SERVICES WHEREAS, in order to effectively secure grant awards, it is advantageous to retain professional grant writing services to increase the likelihood of a successful award; and, WHEREAS, retaining multiple firms with various specialties is beneficial as they provide the city with grant writing experts in numerous fields; and, WHEREAS, on December 10, 2018, staff issued a Request for Proposal (RFP) for “As Needed Grant Writing Services”; and, WHEREAS, on January 10, 2019, proposals were received from 12 consultant firms; and, WHEREAS, following a detailed analysis of each proposal, the five highest scoring consultants were selected as finalists; and, WHEREAS, a selection committee comprised of representation from the City Manager’s Office, Library, Parks and Recreation, Police, Public Works Departments conducted formal interviews with the finalists; and, WHEREAS, the committee concluded that the firms, Blais & Associates, Inc., Evan Brooks Associates, Inc., and KOA Corporation, demonstrated the best capability to provide As Needed Grant Writing Services to meet the needs of the City in accordance with the Consultant Services Agreements, attached hereto and incorporated herein as Exhibit “A” (Blais & Associates, Inc.), Exhibit “B” (Evan Brooks Associates, Inc.), and Exhibit “C” (KOA Corporation). BE IT RESOLVED BY THE MAYOR AND CITY COUNCIL OF THE CITY OF SAN BERNARDINO AS FOLLOWS: SECTION 1. The above recitals are true and correct and are incorporated herein by this reference. SECTION 2. The City Manager or designee is hereby authorized and directed to award a consulting contract services agreements, to Blais & Associates, Inc., Evan Brooks Associates, Inc., and KOA Corporation in the amounts not to exceed $100,000 each over three years. SECTION 3. All three (3) Agreements shall expire on May 14, 2022, unless earlier terminated as provided therein. Subject to written approval of the parties involved, each 16.b Packet Pg. 328 Resolution No. 2019-78 Agreement may be administratively extended by the City Manager or designee for a maximum of two (2) one (1) year extensions. SECTION 4. The City Council finds this Resolution is not subject to the California Environmental Quality Act (CEQA) in that the activity is covered by the general rule that CEQA applies only to projects which have the potential for causing a significant effect on the environment. Where it can be seen with certainty, as in this case, that there is no possibility that the activity in question may have a significant effect on the environment, the activity is not subject to CEQA. SECTION 5. Severability. If any provision of this Resolution or the application thereof to any person or circumstance is held invalid, such invalidity shall not affect other provisions or applications, and to this end the provisions of this Resolution are declared to be severable. SECTION 6. Effective Date. This Resolution shall become effective immediately. APPROVED and ADOPTED by the City Council and signed by the Mayor and attested by the City Clerk this ___ day of __________, 2019. John Valdivia, Mayor City of San Bernardino Attest: __________________________________ Georgeann Hanna, MMC, City Clerk Approved as to form: __________________________________ Gary D. Saenz, City Attorney 16.b Packet Pg. 329 Resolution No. 2019-78 CERTIFICATION STATE OF CALIFORNIA) COUNTY OF SAN BERNARDINO) ss CITY OF SAN BERNARDINO) I, Georgeann Hanna, MMC, City Clerk, hereby certify that the attached is a true copy of Resolution No. _____, adopted at a regular meeting held at the ___ day of _______, 2019 by the following vote: Council Members: AYES NAYS ABSTAIN ABSENT SANCHEZ _____ _____ _______ _______ IBARRA _____ _____ _______ _______ VACANT _____ _____ _______ _______ SHORETT _____ _____ _______ _______ NICKEL _____ _____ _______ _______ RICHARD _____ _____ _______ _______ MULVIHILL _____ _____ _______ _______ WITNESS my hand and official seal of the City of San Bernardino this ___ day of ____________ 2019. ______________________________ Georgeann Hanna, MMC, City Clerk 16.b Packet Pg. 330 1 PROFESSIONAL SERVICES AGREEMENT BETWEEN THE CITY OF SAN BERNARDINO AND BLAIS & ASSOCIATES, INC. This Agreement is made and entered into as of May 15, 2019 by and between the City of San Bernardino, a charter city and municipal corporation organized and operating under the laws of the State of California with its principal place of business at Vanir Tower, 290 North D Street, San Bernardino, CA 92401 (“City”), and Blais & Associates, Inc., a S Corporation with its principal place of business at 4017 Moonlight Drive, Little Elm, Texas 75068 (hereinafter referred to as “Consultant”). City and Consultant are hereinafter sometimes referred to individually as “Party” and collectively as the “Parties.” RECITALS A. City is a public agency of the State of California and is in need of professional services for the following project: AS NEEDED GRANT WRITING SERVICES (hereinafter referred to as “the Project”). B. Consultant is duly licensed and has the necessary qualifications to provide such services. C. The Parties desire by this Agreement to establish the terms for City to retain Consultant to provide the services described herein. AGREEMENT NOW, THEREFORE, IT IS AGREED AS FOLLOWS: 1. Incorporation of Recitals. The recitals above are true and correct and are hereby incorporated herein by this reference. 2. Services. Consultant shall provide the City with the services described in the Scope of Services attached hereto as Exhibit “A.” 3. Professional Practices. All professional services to be provided by Consultant pursuant to this Agreement shall be provided by personnel identified in their proposal. Consultant warrants that Consultant is familiar with all laws that may affect its performance of this Agreement and shall advise City of any changes in any laws that may affect Consultant’s performance of this Agreement. Consultant further represents that no City employee will provide any services under this Agreement. 4. Compensation. a. Subject to paragraph 4(b) below, the City shall pay for such services in accordance with the Schedule of Charges set forth in Exhibit “A.” b. In no event shall the total amount paid for services rendered by Consultant under this Agreement exceed the sum of $100,000.00. This amount is to cover all related costs, and the City will not pay any additional fees for printing expenses. Consultant shall submit 16.c Packet Pg. 331 2 invoices to City for approval. Said invoice shall be based on the total of all Consultant’s services which have been completed to City’s sole satisfaction. City shall pay Consultant’s invoice within forty-five (45) days from the date City receives said invoice. The invoice shall describe in detail the services performed and the associated time for completion. Any additional services approved and performed pursuant to this Agreement shall be designated as “Additional Services” and shall identify the number of the authorized change order, where applicable, on all invoices. 5. Additional Work. If changes in the work seem merited by Consultant or the City, and informal consultations with the other party indicate that a change is warranted, it shall be processed in the following manner: a letter outlining the changes shall be forwarded to the City by Consultant with a statement of estimated changes in fee or time schedule. An amendment to this Agreement shall be prepared by the City and executed by both Parties before performance of such services, or the City will not be required to pay for the changes in the scope of work. Such amendment shall not render ineffective or invalidate unaffected portions of this Agreement. 6. Term. This Agreement shall commence on the Effective Date and continue through May 14, 2022, unless the Agreement is previously terminated as provided for herein (“Term”) with two (2) one (1) year extensions at the City’s option. The first option, if exercised, shall be effective May 15, 2022 through May 14, 2023. The second option, if exercised shall be effective May 15, 2023 through May 14, 2024. 7. Maintenance of Records; Audits. a. Records of Consultant’s services relating to this Agreement shall be maintained in accordance with generally recognized accounting principles and shall be made available to City for inspection and/or audit at mutually convenient times for a period of four (4) years from the Effective Date. b. Books, documents, papers, accounting records, and other evidence pertaining to costs incurred shall be maintained by Consultant and made available at all reasonable times during the contract period and for four (4) years from the date of final payment under the contract for inspection by City. 8. Time of Performance. Consultant shall perform its services in a prompt and timely manner and shall commence performance upon receipt of written notice from the City to proceed. Consultant shall complete the services required hereunder within Term. 9. Delays in Performance. a. Neither City nor Consultant shall be considered in default of this Agreement for delays in performance caused by circumstances beyond the reasonable control of the non-performing Party. For purposes of this Agreement, such circumstances include but are not limited to, abnormal weather conditions; floods; earthquakes; fire; epidemics; war; riots and other civil disturbances; strikes, lockouts, work slowdowns, and other labor disturbances; sabotage or judicial restraint. b. Should such circumstances occur, the non-performing Party shall, within a reasonable time of being prevented from performing, give written notice to the other Party describing the circumstances preventing continued performance and the efforts being made to 16.c Packet Pg. 332 3 resume performance of this Agreement. 10. Compliance with Law. a. Consultant shall comply with all applicable laws, ordinances, codes and regulations of the federal, state and local government, including Cal/OSHA requirements. b. If required, Consultant shall assist the City, as requested, in obtaining and maintaining all permits required of Consultant by federal, state and local regulatory agencies. c. If applicable, Consultant is responsible for all costs of clean up and/ or removal of hazardous and toxic substances spilled as a result of his or her services or operations performed under this Agreement. 11. Standard of Care. Consultant’s services will be performed in accordance with generally accepted professional practices and principles and in a manner consistent with the level of care and skill ordinarily exercised by members of the profession currently practicing under similar conditions. 12. Conflicts of Interest. During the term of this Agreement, Consultant shall at all times maintain a duty of loyalty and a fiduciary duty to the City and shall not accept payment from or employment with any person or entity which will constitute a conflict of interest with the City. 13. City Business Certificate. Consultant shall, prior to execution of this Agreement, obtain and maintain during the term of this Agreement a valid business registration certificate from the City pursuant to Title 5 of the City’s Municipal Code and any and all other licenses, permits, qualifications, insurance, and approvals of whatever nature that are legally required of Consultant to practice his/her profession, skill, or business. 14. Assignment and Subconsultant. Consultant shall not assign, sublet, or transfer this Agreement or any rights under or interest in this Agreement without the written consent of the City, which may be withheld for any reason. Any attempt to so assign or s o transfer without such consent shall be void and without legal effect and shall constitute grounds for termination. Subcontracts, if any, shall contain a provision making them subject to all provisions stipulated in this Agreement. Nothing contained herein shall prevent Consultant from employing independent associates and subconsultants as Consultant may deem appropriate to assist in the performance of services hereunder. 15. Independent Consultant. Consultant is retained as an independent contractor and is not an employee of City. No employee or agent of Consultant shall become an employee of City. The work to be performed shall be in accordance with the work described in this Agreement, subject to such directions and amendments from City as herein provided. 16. Insurance. Consultant shall not commence work for the City until it has provided evidence satisfactory to the City it has secured all insurance required under this section. In addition, Consultant shall not allow any subcontractor to commence work on any subcontract until it has secured all insurance required under this section. 16.c Packet Pg. 333 4 a. Additional Insured The City of San Bernardino, its officials, officers, employees, agents, and volunteers shall be named as additional insureds on Consultant’s and its subconsultants’ policies of commercial general liability and automobile liability insurance using the endorsements and forms specified herein or exact equivalents. b. Commercial General Liability (i) The Consultant shall take out and maintain, during the performance of all work under this Agreement, in amounts not less than specified herein, Commercial General Liability Insurance, in a form and with insurance companies acceptable to the City. (ii) Coverage for Commercial General Liability insurance shall be at least as broad as the following: Insurance Services Office Commercial General Liability coverage (Occurrence Form CG 00 01) or exact equivalent. (iii) Commercial General Liability Insurance must include coverage for the following: (1) Bodily Injury and Property Damage (2) Personal Injury/Advertising Injury (3) Premises/Operations Liability (4) Products/Completed Operations Liability (5) Aggregate Limits that Apply per Project (6) Explosion, Collapse and Underground (UCX) exclusion deleted (7) Contractual Liability with respect to this Contract (8) Broad Form Property Damage (9) Independent Consultants Coverage (iv) The policy shall contain no endorsements or provisions limiting coverage for (1) contractual liability; (2) cross liability exclusion for claims or suits by one insured against another; (3) products/completed operations liability; or (4) contain any other exclusion contrary to the Agreement. (v) The policy shall give City, its elected and appointed officials, officers, employees, agents, and City-designated volunteers additional insured status using ISO endorsement forms CG 20 10 10 01 and 20 37 10 01, or endorsements providing the exact same coverage. (vi) The general liability program may utilize either deductibles or provide coverage excess of a self-insured retention, subject to written approval by the City, and provided that such deductibles shall not apply to the City as an additional insured. c. Automobile Liability 16.c Packet Pg. 334 5 (i) At all times during the performance of the work under this Agreement, the Consultant shall maintain Automobile Liability Insurance for bodily injury and property damage including coverage for owned, non-owned and hired vehicles, in a form and with insurance companies acceptable to the City. (ii) Coverage for automobile liability insurance shall be at least as broad as Insurance Services Office Form Number CA 00 01 covering automobile liability (Coverage Symbol 1, any auto). (iii) The policy shall give City, its elected and appointed officials, officers, employees, agents and City designated volunteers additional insured status. (iv) Subject to written approval by the City, the automobile liability program may utilize deductibles, provided that such deductibles shall not apply to the City as an additional insured, but not a self-insured retention. d. Workers’ Compensation/Employer’s Liability (i) Consultant certifies that he/she is aware of the provisions of Section 3700 of the California Labor Code which requires every employer to be insured against liability for workers’ compensation or to undertake self-insurance in accordance with the provisions of that code, and he/she will comply with such provisions before commencing work under this Agreement. (ii) To the extent Consultant has employees at any time during the term of this Agreement, at all times during the performance of the work under this Agreement, the Consultant shall maintain full compensation insurance for all persons employed directly by him/her to carry out the work contemplated under this Agreement, all in accordance with the “Workers’ Compensation and Insurance Act,” Division IV of the Labor Code of the State of California and any acts amendatory thereof, and Employer’s Liability Coverage in amounts indicated herein. Consultant shall require all subconsultants to obtain and maintain, for the period required by this Agreement, workers’ compensation coverage of the same type and limits as specified in this section. e. Professional Liability (Errors and Omissions) At all times during the performance of the work under this Agreement the Consultant shall maintain professional liability or Errors and Omissions insurance appropriate to its profession, in a form and with insurance companies acceptable to the City and in an amount indicated herein. This insurance shall be endorsed to include contractual liability applicable to this Agreement and shall be written on a policy form coverage specifically designed to protect against acts, errors or omissions of the Consultant. “Covered Professional Services” as designated in the policy must specifically include work performed under this Agreement. The policy must “pay on behalf of” the insured and must include a provision establishing the insurer's duty to defend. f. Minimum Policy Limits Required (i) The following insurance limits are required for the Agreement: 16.c Packet Pg. 335 6 Combined Single Limit Commercial General Liability $1,000,000 per occurrence/ $2,000,000 aggregate for bodily injury, personal injury, and property damage Automobile Liability $1,000,000 per occurrence for bodily injury and property damage Employer’s Liability $1,000,000 per occurrence Professional Liability $1,000,000 per claim and aggregate (errors and omissions) (ii) Defense costs shall be payable in addition to the limits. (iii) Requirements of specific coverage or limits contained in this section are not intended as a limitation on coverage, limits, or other requirement, or a waiver of any coverage normally provided by any insurance. Any available coverage shall be provide d to the parties required to be named as Additional Insured pursuant to this Agreement. g. Evidence Required Prior to execution of the Agreement, the Consultant shall file with the City evidence of insurance from an insurer or insurers certifying to the coverage of all insurance required herein. Such evidence shall include original copies of the ISO CG 00 01 (or insurer’s equivalent) signed by the insurer’s representative and Certificate of Insurance (Acord Form 25- S or equivalent), together with required endorsements. All evidence of insurance shall be signed by a properly authorized officer, agent, or qualified representative of the insurer and shall certify the names of the insured, any additional insureds, where appropriate, the type and amount of the insurance, the location and operations to which the insurance applies, and the expiration date of such insurance. h. Policy Provisions Required (i) Consultant shall provide the City at least thirty (30) days prior written notice of cancellation of any policy required by this Agreement, except that the Consultant shall provide at least ten (10) days prior written notice of cancellation of any such policy due to non-payment of the premium. If any of the required coverage is cancelled or expires during the term of this Agreement, the Consultant shall deliver renewal certificate(s) including the General Liability Additional Insured Endorsement to the City at least ten (10) days prior to the effective date of cancellation or expiration. (ii) The Commercial General Liability Policy and Automobile Policy shall each contain a provision stating that Consultant’s policy is primary insurance and that any insurance, self-insurance or other coverage maintained by the City or any named insureds shall not be called upon to contribute to any loss. 16.c Packet Pg. 336 7 (iii) The retroactive date (if any) of each policy is to be no later than the effective date of this Agreement. Consultant shall maintain such coverage continuously for a period of at least three years after the completion of the work under this Agreement. Consultant shall purchase a one (1) year extended reporting period A) if the retroactive date is advanced past the effective date of this Agreement; B) if the policy is cancelled or not renewed; or C) if the policy is replaced by another claims-made policy with a retroactive date subsequent to the effective date of this Agreement. (iv) All required insurance coverages, except for the professional liability coverage, shall contain or be endorsed to provide waiver of subrogation in favor of the City, its officials, officers, employees, agents, and volunteers or shall specifically allow Consultant or others providing insurance evidence in compliance with these specifications to waive their right of recovery prior to a loss. Consultant hereby waives its own right of recovery against City, and shall require similar written express waivers and insurance clauses from each of its subconsultants. (v) The limits set forth herein shall apply separately to each insured against whom claims are made or suits are brought, except with respect to the limits of liability. Further the limits set forth herein shall not be construed to relieve the Consultant from liability in excess of such coverage, nor shall it limit the Consultant’s indemnification obligations to the City and shall not preclude the City from taking such other actions available to the City under other provisions of the Agreement or law. i. Qualifying Insurers (i) All policies required shall be issued by acceptable insurance companies, as determined by the City, which satisfy the following minimum requirements: (1) Each such policy shall be from a company or companies with a current A.M. Best's rating of no less than A:VII and admitted to transact in the business of insurance in the State of California, or otherwise allowed to place insurance through surplus line brokers under applicable provisions of the California Insurance Code or any federal law. j. Additional Insurance Provisions (i) The foregoing requirements as to the types and limits of insurance coverage to be maintained by Consultant, and any approval of said insurance by the City, is not intended to and shall not in any manner limit or qualify the liabilities and obligations otherwise assumed by the Consultant pursuant to this Agreement, including, but not limited to, the provisions concerning indemnification. (ii) If at any time during the life of the Agreement, any policy of insurance required under this Agreement does not comply with these specifications or is canceled and not replaced, City has the right but not the duty to obtain the insurance it deems necessary and any premium paid by City will be promptly reimbursed by Consultant or City will withhold amounts sufficient to pay premium from Consultant payments. In the alternative, City may cancel this Agreement. 16.c Packet Pg. 337 8 (iii) The City may require the Consultant to provide complete copies of all insurance policies in effect for the duration of the Project. (iv) Neither the City nor the City Council, nor any member of the City Council, nor any of the officials, officers, employees, agents or volunteers shall be personally responsible for any liability arising under or by virtue of this Agreement. k. Subconsultant Insurance Requirements. Consultant shall not allow any subcontractors or subconsultants to commence work on any subcontract until they have provided evidence satisfactory to the City that they have secured all insurance required under this section. Policies of commercial general liability insurance provided by such subcontractors or subconsultants shall be endorsed to name the City as an additional insured using ISO form CG 20 38 04 13 or an endorsement providing the exact same coverage. If requested by Consultant, City may approve different scopes or minimum limits of insurance for particular subcontractors or subconsultants. 17. Indemnification. a. To the fullest extent permitted by law, Consultant shall defend (with counsel reasonably approved by the City), indemnify and hold the City, its elected and appointed officials, officers, employees, agents, and authorized volunteers free and harmless from any and all claims, demands, causes of action, suits, actions, proceedings, costs, expenses, liability, judgments, awards, decrees, settlements, loss, damage or injury of any kind, in law or equity, to property or persons, including wrongful death, (collectively, “Claims”) in any manner arising out of, pertaining to, or incident to any alleged acts, errors or omissions, or willful misconduct of Consultant, its officials, officers, employees, subcontractors, consultants or agents in connection with the performance of the Consultant’s services, the Project, or this Agreement, including without limitation the payment of all consequential damages, expert witness fees and attorneys’ fees and other related costs and expenses. Notwithstanding the foregoing, to the extent Consultant’s services are subject to Civil Code Section 2782.8, the above indemnity shall be limited, to the extent required by Civil Code Section 2782.8, to Claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant. Consultant's obligation to indemnify shall not be restricted to insurance proceeds, if any, received by the City, the City Council, members of the City Council, its employees, or authorized volunteers. b. Additional Indemnity Obligations. Consultant shall defend, with counsel of City’s choosing and at Consultant’s own cost, expense and risk, any and all Claims covered by this section that may be brought or instituted against the City, its elected and appointed officials, employees, agents, or authorized volunteers. Consultant shall pay and satisfy any judgment, award or decree that may be rendered against the City, its elected and appointed officials, employees, agents, or authorized volunteers as part of any such claim, suit, action or other proceeding. Consultant shall also reimburse City for the cost of any settlement paid by the City, its elected and appointed officials, employees, agents, or authorized volunteers as part of any such claim, suit, action or other proceeding. Such reimbursement shall include payment for the City’s attorney's fees and costs, including expert witness fees. Consultant shall reimburse the City, its elected and appointed officials, employees, agents, or authorized volunteers, for any and all legal expenses and costs incurred by each of them in connection therewith or in enforcing the indemnity herein provided. Consultant’s obligation to indemnify shall not be restricted to 16.c Packet Pg. 338 9 insurance proceeds, if any, received by the City, its elected and appointed officials, employees, agents, or authorized volunteers. 18. California Labor Code Requirements. Consultant is aware of the requirements of California Labor Code Sections 1720 et seq. and 1770 et seq., as well as California Code of Regulations, Title 8, Section 16000, et seq., ("Prevailing Wage Laws"), which require the payment of prevailing wage rates and the performance of other requirements on certain “public works” and “maintenance” projects. If the Services are being performed as part of an applicable “public works” or “maintenance” project, as defined by the Prevailing Wage Laws, Consultant agrees to fully comply with such Prevailing Wage Laws, if applicable. Consultant shall defend, indemnify and hold the City, its elected offi cials, officers, employees and agents free and harmless from any claims, liabilities, costs, penalties or interest arising out of any failure or alleged failure to comply with the Prevailing Wage Laws. It shall be mandatory upon the Consultant and all subconsultants to comply with all California Labor Code provisions, which include but are not limited to prevailing wages, employment of apprentices, hours of labor and debarment of contractors and subcontractors. 19. Verification of Employment Eligibility. By executing this Agreement, Consultant verifies that it fully complies with all requirements and restrictions of state and federal law respecting the employment of undocumented aliens, including, but not limited to, the Immigration Reform and Control Act of 1986, as may be amended from time to time, and shall require all subconsultants and sub-subconsultants to comply with the same. 20. Laws and Venue. This Agreement shall be interpreted in accordance with the laws of the State of California. If any action is brought to interpret or enforce any term of this Agreement, the action shall be brought in a state or federal court situated in the County of San Bernardino, State of California. 21. Termination or Abandonment a. City has the right to terminate or abandon any portion or all of the work under this Agreement by giving ten (10) calendar days’ written notice to Consultant. In such event, City shall be immediately given title and possession to all original field notes, drawings and specifications, written reports and other documents produced or developed for that portion of the work completed and/or being abandoned. City shall pay Consultant the reasonable value of services rendered for any portion of the work completed prior to termination. If said termination occurs prior to completion of any task for the Project for which a payment request has not been received, the charge for services performed during such task shall be the reasonable value of such services, based on an amount mutually agreed to by City and Consultant of the portion of such task completed but not paid prior to said termination. City shall not be liable for any costs other than the charges or portions thereof which are specified herein. Consultant shall not be entitled to payment for unperformed services, and shall not be entitled to damages or compensation for termination of work. b. Consultant may terminate its obligation to provide further services under this Agreement upon thirty (30) calendar days’ written notice to City only i n the event of substantial failure by City to perform in accordance with the terms of this Agreement through no fault of Consultant. 16.c Packet Pg. 339 10 22. Attorneys’ Fees. In the event that litigation is brought by any Party in connection with this Agreement, the prevailing Party shall be entitled to recover from the opposing Party all costs and expenses, including reasonable attorneys’ fees, incurred by the prevailing Party in the exercise of any of its rights or remedies hereunder or the enforcement of any of the terms, conditions, or provisions hereof. The costs, salary, and expenses of the City Attorney’s Office in enforcing this Agreement on behalf of the City shall be considered as “attorneys’ fees” for the purposes of this Agreement. 23. Responsibility for Errors. Consultant shall be responsible for its work and results under this Agreement. Consultant, when requested, shall furnish clarification and/or explanation as may be required by the City’s representative, regarding any services rendered under this Agreement at no additional cost to City. In the event that an error or omission attributable to Consultant’s professional services occurs, Consultant shall, at no cost to City, provide all other services necessary to rectify and correct the matter to the sole satisfaction of the City and to participate in any meeting required with regard to the correction. 24. Prohibited Employment. Consultant shall not employ any current employee of City to perform the work under this Agreement while this Agreement is in effect. 25. Costs. Each Party shall bear its own costs and fees incurred in the preparation and negotiation of this Agreement and in the performance of its obligations hereunder except as expressly provided herein. 26. Documents. Except as otherwise provided in “Termination or Abandonment,” above, all original field notes, written reports, Drawings and Specifications and other documents, produced or developed for the Project shall, upon payment in full for the services described in this Agreement, be furnished to and become the property of the City. 27. Organization. Consultant shall assign Natale Lessey as Project Manager. The Project Manager shall not be removed from the Project or reassigned without the prior written consent of the City. 28. Limitation of Agreement. This Agreement is limited to and includes only the work included in the Project described above. 29. Notice. Any notice or instrument required to be given or delivered by this Agreement may be given or delivered by depositing the same in any United States Post Office, certified mail, return receipt requested, postage prepaid, addressed to the following addresses and shall be effective upon receipt thereof: CITY: City of San Bernardino Vanir Tower, 290 North D Street San Bernardino, CA 92401 Attn: “City Manager” CONSULTANT: Blais & Associates, Inc. 4017 Moonlight Drive Little Elm, Texas 75068 Attn: Neil Blais President & Chief Executive Officer 16.c Packet Pg. 340 11 With Copy To: City of San Bernardino Vanir Tower, 290 North D Street San Bernardino, CA 92401 Attn: City Attorney 30. Third Party Rights. Nothing in this Agreement shall be construed to give any rights or benefits to anyone other than the City and the Consultant. 31. Equal Opportunity Employment. Consultant represents that it is an equal opportunity employer and that it shall not discriminate against any employee or applicant for employment because of race, religion, color, national origin, ancestry, sex, age or other interests protected by the State or Federal Constitutions. Such non-discrimination shall include, but not be limited to, all activities related to initial employment, upgrading, demotion, transfer, recruitment or recruitment advertising, layoff or termination. 32. Entire Agreement. This Agreement, including Exhibit “A,” represents the entire understanding of City and Consultant as to those matters contained herein, and supersedes and cancels any prior or contemporaneous oral or written understanding, promises or representations with respect to those matters covered hereunder. Each Party acknowledges that no representations, inducements, promises, or agreements have been made by any person which are not incorporated herein, and that any other agreements shall be void. This is an integrated Agreement. 33. Severability. If any provision of this Agreement is determined by a court of competent jurisdiction to be invalid, illegal, or unenforceable for any reason, such determination shall not affect the validity or enforceability of the remaining terms and provisions hereof or of the offending provision in any other circumstance, and the remaining provisions of this Agreement shall remain in full force and effect. 34. Successors and Assigns. This Agreement shall be binding upon and shall inure to the benefit of the successors in interest, executors, administrators and assigns of each Party to this Agreement. However, Consultant shall not assign or transfer by operation of law or otherwise any or all of its rights, burdens, duties or obligations without the prior written consent of City. Any attempted assignment without such consent shall be invalid and void. 35. Non-Waiver. The delay or failure of either Party at any time to require performance or compliance by the other Party of any of its obligations or agreements shall in no way be deemed a waiver of those rights to require such performance or compliance. No waiver of any provision of this Agreement shall be effective unless in writing and signed by a duly authorized representative of the Party against whom enforcement of a waiver is sought. The waiver of any right or remedy with respect to any occurrence or event shall not be deemed a waiver of any right or remedy with respect to any other occurrence or event, nor shall any waiver constitute a continuing waiver. 36. Time of Essence. Time is of the essence for each and every provision of this Agreement. 16.c Packet Pg. 341 12 37. Headings. Paragraphs and subparagraph headings contained in this Agreement are included solely for convenience and are not intended to modify, explain, or to be a full or accurate description of the content thereof and shall not in any way affect the meaning or interpretation of this Agreement. 38. Amendments. Only a writing executed by all of the Parties hereto or their respective successors and assigns may amend this Agreement. 39. City’s Right to Employ Other Consultants. City reserves its right to employ other consultants, including engineers, in connection with this Project or other projects. 40. Prohibited Interests. Consultant maintains and warrants that it has neither employed nor retained any company or person, other than a bona fide employee working solely for Consultant, to solicit or secure this Agreement. Further, Consultant warrants that it has not paid nor has it agreed to pay any company or person, other than a bona fide employee working solely for Consultant, any fee, commission, percentage, brokerage fee, gift or other consideration contingent upon or resulting from the award or making of this Agreement. For breach or violation of this warranty, City shall have the right to rescind this Agreement without liability. For the term of this Agreement, no official, officer or employee of City, during the term of his or her service with City, shall have any direct interest in this Agreement, or obtain any present o r anticipated material benefit arising therefrom. 41. Counterparts. This Agreement may be executed in one or more counterparts, each of which shall be deemed an original. All counterparts shall be construed together and shall constitute one single Agreement. 42. Authority. The persons executing this Agreement on behalf of the Parties hereto warrant that they are duly authorized to execute this Agreement on behalf of said Parties and that by doing so, the Parties hereto are formally bound to the provisions of this Agreement. [SIGNATURES ON FOLLOWING PAGE] 16.c Packet Pg. 342 13 SIGNATURE PAGE FOR PROFESSIONAL SERVICES AGREEMENT BETWEEN THE CITY OF SAN BERNARDINO AND BLAIS & ASSOCIATES, INC. IN WITNESS WHEREOF, the Parties have executed this Agreement as of the date first written above. CITY OF SAN BERNARDINO Approved By: Teri Ledoux Acting City Manager Approved as to Form: ****Approved Form**** Gary D. Saenz City Attorney Attested By: Georgeann Hanna, MMC City Clerk CONSULTANT Signature Name Title 16.c Packet Pg. 343 Request for Proposal (RFP) F-19-27 For As Needed Grant Writing Services January 10, 2019 PREPARED FOR: City of San Bernardino ATTN: Jim Slobojan, Procurement Services Manager 290 North D. Street San Bernardino, CA 92401 PREPARED BY: Blais & Associates, Inc. Irvine Business Center 7545 Irvine Center Drive, Suite 200 Irvine, CA 92618 (949) 589-6338 www.blaisassoc.com Exhibit "A" - Scope of Services 16.c Packet Pg. 344 Table of Contents ........................................................................................................................ i 1) Vendor Cover Letter ............................................................................................................ 1 2) Background and Project Summary ................................................................................ 3 3) Methodology .......................................................................................................................... 5 4) Staffing ..................................................................................................................................... 9 5) Qualifications ..................................................................................................................... 10 6) Fee Proposal ....................................................................................................................... 16 7) Insurance ............................................................................................................................. 17 8) Litigation .............................................................................................................................. 18 9) Other Information ............................................................................................................ 18 10) Appendices ....................................................................................................................... 19 10.1 – Table 5.1 Grant Experience ............................................................................... 19 10.2 – References............................................................................................................... 26 10.3 – Grant Writers Sample Application .............. See General Attachment Doc 10.4 – Key Staff Resumes ................................................................................................ 34 Table of Contents B&A proudly uses Egnyte Cloud File Server to enhance our client's electronic experience. ii 16.c Packet Pg. 345 7545 Irvine Center Drive Suite 200 Irvine California, 92618 P (949) 589-6338 www.blaisassoc.com January 10, 2019 Mr. Jim Slobojan Procurement Services Manager City of San Bernardino 290 North D. Street San Bernardino, CA 92401 Subject: Proposal for RFP No. F-19-27 As Needed Grant Writing Services Dear Mr. Slobojan: Blais & Associates, Inc. (B&A) is pleased to provide the City of San Bernardino with the following proposal in response to RFP No. F-19-27 As Needed Grant Writing Services. The PDF proposal is being submitted via the PlantBids portal as requested in the RFP. B&A is a woman-owned business enterprise specializing in grant research, writing, and post-award management for local governments. B&A is a S Corporation with headquarters located at 4017 Moonlight Drive, Little Elm, Texas 75068. B&A is wholly owned by Destin and Neil Blais. B&A will support the City of San Bernardino from our Irvine office (address noted on letterhead), which is closest to San Bernardino. B&A meets, or exceeds, all minimum requirements stated in the RFP. All information, including our proposed fees, are valid for a period of not less than 180 days from the date of submittal. B&A is not an engineering firm or lobbying firm seeking to use grant writing as a method to secure work. B&A provides consulting services that starts with detailed research and consultation to determine whether or not a client should pursue an application. We provide turnkey grant writing services or can assist City staff with application development through editing services. And, finally, we provide post-award administration to ensure successful management of the grant agreement with the funding agency. B&A has developed software expressly for this purpose. B&A has experience and expertise with all of the grant areas noted in the RFP including: 1) Capital Improvement and Public Works Infrastructure Development Projects; 2) Active Transportation / Mobility; 3) Traffic Engineering; 4) Public Safety; 5) Energy Efficiency and Sustainability; 6) Economic Development; 7) Parks and Recreation Programs; 8) Housing Programs; 9) Technology; and 10) Homeless Solutions. B&A has experience working with the City of San Bernardino including developing an ATP Cycle 2 application (awarded $2.15 million), a joint public safety grant application with the City of Fontana (awarded $546,500 for the two cities), an affordable housing and GRANT RESEARCH, WRITING, & MANAGEMENT SERVICES 1 16.c Packet Pg. 346 7545 Irvine Center Drive Suite 200 Irvine California, 92618 P (949) 589-6338 www.blaisassoc.com GRANT RESEARCH, WRITING, & MANAGEMENT SERVICES sustainable communities grant with the San Bernardino County Transportation Authority (awarded $20 million). I will serve as your point of contact with respect to this proposal and I am authorized to bind the company to the terms of the proposal. If you need additional information, please do not hesitate to call me at (949) 589-6338 or via e-mail at nblais@blaisassoc.com. Thank you for the opportunity to serve the City of San Bernardino. Sincerely, Neil Blais President & CEO Enclosure NB/db 2 16.c Packet Pg. 347 2: Background and Project Summary 2.0: Background The RFP requests narrative that discusses B&A’s understanding of the City of San Bernardino and the scope of work to be accomplished with the City. B&A has developed three grant applications for the City, all of which were awarded. Those applications are discussed in detail in Section 5.10 in this proposal. During the course of developing these applications, B&A developed relationships with City staff and local stakeholders. Because B&A remains focused on local government operations, and has experience with clients of similar population and services including the City of Anaheim (over 350,000), the City of Fontana (over 205,000), the City of Garden Grove (over 174,000), and Torrance (over 147,000), we have a built-in detailed understanding of services provided by the City. The City will not need to educate our staff on the terminology utilized in the various departments including parks, public works, public safety, or economic development to name a few. 2.1: Approach to Proposed Scope of Work The RFP includes a number of bullet tasks or services sought by San Bernardino and B&A is providing a specific response to the Scope of Services. However, we have recommendations that we believe will help the City develop an effective grant program such as a comprehensive grant needs assessment. Should B&A be selected, we will bring these recommendations forward for consideration. B&A believes that following our rigorous and tested process will be the best approach to ensuring success for the City’s grant program. Please note that at all times, B&A will comply with all State, Federal, and City regulations. B&A provides a very high level of transparency, ethics, and customer service to our clients (including public officials, staff, and agencies), which is confirmed by our extensive client retention rate. 2.1.1 Grant Writing B&A will follow our standard grant development process, as written in our internal policies and procedures manual, for the development and submission of an application or a loan request. When developing an application, the B&A process is outlined below: • Based on the due date and proposal requirements, we develop a list of tasks that must be accomplished in a timeline format. This Timeline and Checklist will include who is responsible for completing the tasks and the dates tasks are to be completed. As a turnkey writer, B&A will attempt to complete as much of the application as independently as possible. B&A provides the leadership for the coordination of any necessary meetings, conference calls, or discussions. This step of our process satisfies the first, second and third bullets of the RFP scope of work. • B&A will develop an application outline that includes the narrative questions from the call for projects. Including this text in the early development phases ensures that both San Bernardino and B&A Associates are aware of the application requirements. B&A’s Associates are trained and skilled in developing narrative, with compelling arguments, in active voice, and within any character limitations. Using this outline, B&A conducts a kick- off conference call discussing the program, the Timeline and Checklist, and application. This 3 16.c Packet Pg. 348 will provide San Bernardino staff with guidance on the data needed for the application. This step of our process satisfies the first, second and third bullets of the RFP scope of work. • Starting with the tasks that will take the longest to complete, B&A will begin to research additional information, meet with appropriate staff, stakeholders, and consultants, and develop proposal language, including a scope of work, budget, timeline, justification, cost- benefit analysis, transmittal cover letter, and completing all necessary federal, state, and local forms, certifications, assurances, etc. B&A will interview key staff and/or consultants, to capture as much information about the project as possible. This ensures that our impact on all staff is minimal. This step of our process satisfies the third, fourth, fifth, sixth, and seventh bullets of the RFP scope of work. • Concurrently, B&A will determine the role of any stakeholders and identify those stakeholders in coordination with the San Bernardino staff. With San Bernardino staff, B&A will take the lead on coordinating any necessary stakeholder meetings. B&A will draft and secure letters of support or funding commitment letters, as appropriate. This step of our process satisfies the first, third, fourth, and sixth bullets of the RFP scope of work. • B&A will attend any pre-proposal conferences, etc. hosted by the grant making agency. B&A will also collect data and photographs as independently as possible from existing resource such as General Plans, CalEviroScreen, Melissa Data, Google Earth, Virtual Earth, etc. All of our Associates are trained in the use of these tools. This step of our process satisfies the fourth and seventh bullets of the RFP scope of work. • Concurrently, determine necessary approvals from the City Council authorizing the submission of the grant proposal and/or local match funding commitment, etc. This may include developing staff reports and/or resolutions for City staff to include on the Council’s agenda. This step of our process satisfies the second fourth, fifth, and seventh bullets of the RFP scope of work. • Determine if any special graphics, art work, maps, etc. are needed and begin to incorporate into the proposal as soon as possible. B&A generally develops all graphics, maps, and artwork in house. However, if specialized GIS maps are required, B&A has standing relationship with GIS specialists to perform these tasks. This step of our process satisfies the seventh bullet of the RFP scope of work. • Conduct any greenhouse gas reduction, water savings, energy savings and other calculations as necessary. B&A staff are trained in the calculation tools accepted by most grant funding agencies, including the California Air Resources Board emission reduction and greenhouse gas reduction tools. B&A has relationships with Cambridge Systematics and Urban Crossroads providing us access to other transportation and traffic modeling. B&A also has standing relationships with Albert Webb and Associates, Charles Abbott and Associates, ICF Consulting, HDR and ABS Consulting for access to a variety of skilled engineers covering a range of specialties. This step of our process satisfies the seventh bullet of the RFP scope of work. 4 16.c Packet Pg. 349 • Provide draft copies of grant proposals to City staff with an adequate amount of time to allow for feedback and final editing. B&A then reviews and incorporates staff edits, or, discusses any edits that might impact the scoring of the project, or exceed proposal limitations. B&A provides an 80% draft for review, which is intended to ensure the technical aspects of the proposal are accurate and consistent with the goals of San Bernardino, including the budget. B&A then provides a final (100%) draft for review, which is to ensure that San Bernardino staff are comfortable with the final application and have an opportunity to interject any adjustments necessary, and for signature and approval to submit. This step of our process satisfies the first and sixth bullets of the RFP scope of work. • If submitting hard copy applications, B&A will make all necessary copies and ensure proper delivery by the due date. Our Associates have full authority to ensure delivery through any means necessary. We take into account issues like weather at mail processing centers and issues with FedEx, or other delivery services. If submitting electronic applications via the internet, B&A will coordinate any password or authorization requirements as early as necessary to ensure the timely submission of e-grants. B&A is familiar with all of the current grant submission websites including grants.gov, GRanTS, GMS, FAAST, and other sites. B&A has never missed a grant deadline (something many of our competitors cannot honestly claim). This step of our process satisfies the fourth bullet of the RFP scope of work. • Maintain a comprehensive grant filing system throughout the development process that is provided to staff once the grant is submitted and/or approved. B&A will provide San Bernardino with all research materials and all work products via flash drive. NOTE: B&A does not retain any ownership rights for any work products developed under a contract with a government agency. All original work products are provided to the client. All electronic files are in Microsoft Word, Excel, or other appropriate software. B&A maintains electronic copies of all products in accordance with our governing contracts in Egnyte, a cloud file sharing and storage system. B&A can provide San Bernardino access to materials via link at any time and vice versa. Throughout the grant development process, the B&A team will work as independently as possible but also closely with staff to coordinate work and ensure continued communication throughout the proposal development process. Should San Bernardino request technical review of a staff developed application, B&A will review and provide edits, comments, and recommendations to strengthen the narrative and increase the competitiveness of the application. 3: Methodology 3.0: Methodology B&A has developed a systematic approach that ensures competitive and powerfully written applications for our clients. Unique in the field of grant writing, our approach has been tested and proven to be successful, as demonstrated by our record of success. Our unmatched knowledge and experience with grant programs, our daily research, and assistance with the “go” 5 16.c Packet Pg. 350 or “no go” decision making process, ensures that we are aware of what grant entities are looking to fund. For this RFP, B&A can provide any component of our suite of grant services including grant research and consulting, application development, and post-award grant management. Our approach ensures that our clients, like San Bernardino, do not miss funding projects with potential grants and that they are successful delivering their projects and programs. Unlike many of our competitors, all B&A applications are custom developed, with unique narrative, graphics, photos, and artwork so the funding agency cannot tell one B&A application from another. This means there is no cutting and pasting, no look alike templates, and no factory style applications. B&A has purposefully designed our services to be available on a “cafeteria” basis. That is, clients can pick and choose services they need and want. This approach is efficient for on-call contracts, where the client may reach out for specific services at specific times. B&A recommends reaching out to our references, who can provide more direct insight into our services. 3.1: Approach to Proposed Scope of Work The RFP includes a number of specific points that the methodology should address to ensure accomplishing the goals set forth by the City. B&A’s systematic process, our typical process discussed below, demonstrates how we will meet these specific points. 3.1.1: Needs Assessment (Optional Task): Typically, when B&A starts working with a new client, one of the first steps is to meet with key client staff and leaders. This meeting allows B&A to gain insight into the programmatic needs of the client including priority projects, programs, and unfunded needs, etc. This preparatory work, in the long-run, saves significant staff time and avoids duplicating effort. B&A utilizes the Needs Assessment to capture the information necessary to provide effective and targeted research to San Bernardino. The process identifies key government entities and any foundations or not-for-profits located in or near the City’s jurisdiction that could serve as an agent for certain grant funds or as a supporter of grant applications. The Needs Assessment provides a firm foundation for your grant program. The development of the Needs Assessment takes about three to six weeks following the kick-off meeting. B&A typically includes a follow-up meeting to review the Needs Assessment and discuss the overall strategy and next steps. 3.1.2: Grant Specific Research (Optional Task): B&A has a research team that continually tracks all federal, state, and regional grant programs. B&A recommends an optional task-order to provide San Bernardino with alerts to funding opportunities that might be of interest and will maintain a table of alerts that have been sent to the agency. B&A maintains a grant calendar of all federal, State, and regional programs and the funding cycles and monitors the federal government’s web portal on a daily basis for grant announcements. Similarly, B&A maintains a comprehensive list of all state agencies and their grant portals, monitoring them daily. B&A receives weekly the “RFP Bulletin” via electronic mail from the Foundation Center, which is the nationally recognized portal for all foundation and not-for-profit funding nationwide. Finally, there are a number of regional agencies such as SBCTA, that have funding programs. B&A, because of the number of clients we have in southern California, regularly tracks those programs. Other examples include waste hauler 6 16.c Packet Pg. 351 opportunities, and air quality district funding, etc. This is an on-going effort if desired by the City. Clients are notified by a customized summary Fact Sheet which provides information about the specific program including the grant deadline, maximum funding that may be requested, any local match requirements, pre-proposal conference information, grant objectives, eligible projects, amount of funds available, average grant awarded in previous cycle, number of applications approved vs. denied in last cycle, whether or not a Resolution is required in order to submit a proposal, the general submission requirements, and scoring system, etc. Your Lead Associate will help you determine which projects are most competitive and whether an application should be developed. If San Bernardino expresses interest in having B&A develop the grant application, B&A provides a not-to-exceed quote for the development of the application, which is part of our standard services to all clients. This quote will help the City manage the budget for their grant program as provided in our Fee Proposal (Section 6). 3.1.3 Grant Writing As already discussed in Section 2 (Background and Summary Section) B&A will follow our standard grant development process, as written in our internal policies and procedures manual, for the development and submission of an application or a loan request. To address the specific points in the RFP, our process provides the following: 1) B&A develops a detailed Timeline and Checklist for each grant application that San Bernardino pursues. The Timeline and Checklist highlights who is responsible for completing the tasks and the dates tasks are to be completed. i) B&A’s process includes scheduling regular check-in conference calls during development of the grant application. This ensures that all key project team members are aware of the status of the project, due dates, and are reminded of responsibilities to meet the submittal deadline. B&A authorizes our staff to elevate issues before they become critical. ii) To obtain input from stakeholders and ensure their views are solicited and documented, B&A coordinates a kick-off conference call to review the Timeline and Checklist, the application documents, the project, goals, and objectives. B&A also initiates one-on-one calls with stakeholders and key players to obtain input into the application, or guide development of their components of the application. B&A documents the results of all calls and provides that documentation to all participants to ensure everyone agrees with the outcome. With San Bernardino staff, B&A will take the lead on coordinating necessary stakeholder meetings. B&A will draft and secure letters of support or funding commitment letters, as appropriate. iii) A key strategy is the identification of critical due dates. One key date is the 80% draft review, which is the draft for technical review. That is, the draft which defines the project and tasks clearly to ensure that the City is comfortable committing to the project post award. Another key date is the final draft review, which is the production ready draft 7 16.c Packet Pg. 352 where not only is the project properly laid out, but grammar, spelling, figures, and tables are all consistent and clear. Finally, the ultimate date, the submittal date and B&A has never missed a submittal. 2) B&A believes that our process ensures client satisfaction. This starts with assigning a Lead Associate to the client, which ensures that staff are always dealing with the same individual and not spending time training new people about their City, staff, and stakeholders. We find that this step is the single greatest contributor to client satisfaction. The Timeline and Checklist contributes greatly to satisfaction because, everyone is on the same page and knows when things are due. We find that issues arise when the process is not followed, and so our staff are trained to stick to the process. Finally, our clients have direct access to senior management at any time and we are committed to resolving any issues before they result in a missed deadline. 3) B&A develops a detailed project schedule that is unique to each grant application because each grant application is unique in the duration of the project, stakeholders involved in the process, and required documentation. An example is the Hazard Mitigation Grant application, which is generally straightforward from a narrative perspective, but contains a requirement for a detailed benefit cost analysis that can be difficult to complete and not commonly known. All critical tasks are clearly identified and assigned to a project team member. The Lead Associate tracks the project schedule closely to ensure all parties are held to their commitments. Most grant applications provide for a timeline of less than 60 days for completion and submission. 4) The Timeline and Checklist for each specific grant will specify what tasks B&A will require from City staff. However, for this response, typical tasks will include: i) Availability to participate in the kick-off conference call discussing the grant application, the potential project, status of any environmental work, critical dates such as City Council approval of any Resolution, and identification of stakeholders. ii) Provision of key documents such as any project plans, staff report template, staff resume’s, contacts for stakeholders, existing documentation for the project including CEQA and NEPA if available, staff salaries, fringe, etc. that might be required for budget development. iii) Availability for interview with the grant writer for the provision of detailed information on the project, anticipated materials needed to complete the project, RFP process if required, Purchasing Policies and Procedures (if required), etc. iv) Availability for regular project conference calls reviewing the project status. v) Active review of minutes, questions, and draft narrative needing specific technical support. No writing of narrative is expected, but the experts must be available to comment on draft narrative. This includes the 80% and final draft applications. vi) Support with distribution of Letters of Support (LOS) to elected officials, if needed. B&A has learned through experience that LOS to elected officials at all levels of 8 16.c Packet Pg. 353 government has the potential to create issues. B&A will develop the LOS, but requests that City staff distribute to ensure these issues do not arise. vii) Outreach to stakeholders for LOS in case such support is needed. Some stakeholders respond better to requests from City staff than a consultant. 4: Staffing 4.0: Proposed Staffing B&A proposes to assign Ms. Natale Lessey as your Lead Associate. Ms. Lessey will be supported on a day-to-day basis by Ms. Gwendy Silver and Ms. Adrienne Harrington. Ms. Darci Terrell will provide quality control and executive oversight along with Ms. Andrea Owen who will oversee all work and provide strategic direction. Mr. Neil Blais will be responsible for all contracting, invoicing, and insurance requirements, etc. Your proposed team has the support of the entire B&A bench including several strong and experienced writers. At any time, we can bring significant resources should San Bernardino pursue multiple applications. 4.1: Staff Experience B&A’s team is comprised of researchers and writers who all follow a tested process that is articulated in a company procedural guide and code of conduct. B&A’s fundamental philosophy is to hire extraordinary grant writers, train them to work to exact standards and dedicate them to a client so our writers become your experts. Your lead writer will become intimately familiar with your goals and needs. Our goal is to develop a long-term, successful relationship with you and our experience has shown that this is best accomplished by assigning one key associate who becomes your trusted source. As a writer begins to develop grant proposals for you, a tremendous amount of synergy will be realized. Previously written grant proposals tend to help shape future proposals. Contacts with your staff will become familiar to our grant writer and our writer will become familiar to your staff. The political formalities and process will not have to be re-learned or re-explained. 4.2: On-call Grant Support and Development Team Natale Lessey, Senior Associate. Responsible for all interactions with the City of San Bernardino, coordinating all application development activities internally with support staff as needed, and coordinating all application development activities externally with city staff, stakeholders, and community partners. Natale will be responsible for taking tasks as they are assigned by the client and ensuring each is completed on-time and on-budget. She will have full authority to utilize B&A resources as needed to meet the needs. Gwendy Silver, Associate. Responsible for supporting Natale for the development of grant applications as needed. Gwendy will report directly to Natale and any coordination between Gwendy and the City will include Natale to ensure consistency with messaging. Adrienne Harrington, Associate. Adrienne will provide secondary support to Natale, as needed. This might include performing research for necessary data for the applications, development of narrative for specific sections, and support with other tasks as needed. 9 16.c Packet Pg. 354 4.2.1: Quality Control Darci Terrell, Client Services Director. Darci will review all 80% and 100% final draft grant proposals developed by Natale and her team and will help ensure overall client satisfaction. Darci will also review all communications between the development team and stakeholders, etc. 4.2.2: Management Support Team Andrea Owen, Vice President. Andrea is responsible for the day-to-day management of B&A’s grant research and writing teams. She is available to support Natale as needed, or support any needs of the City of San Bernardino directly. Andrea serves as the client lead for SBCTA. 4.2.3: Grant Research Team Sharon Campbell and Tonya Frost, Research Associates Sharon and Tonya will provide support for all data and technical research needs, grant program research, contact with the grant agencies, and attendance at workshops. 4.2.4: Bench of Writers B&A has an extensive bench of experience grant writers, all of whom are familiar with city operations, and all of them are available to support Natale, including: Directors Jill Mohler and Dawn Olsgaard, Senior Associate and Certified Grant Writer ® Liz Range-Pendell, Associates Susan Worley, Sandy Stone, Angelina Torres, Nancy Littman, and Susann Branch. 4.2.5: Post-award Management Team Ursula Drake, Director of Grant Management Services. Ursula Drake will provide post award grant management support to Natale and the City if requested. Ursula is supported by grant managers Alisa Kim and Jessica Garigliano. 5: Qualifications 5.0: Summary B&A is a full-service grant consulting firm with a proven track record of writing successful grant applications, winning approximately 75 percent of all proposals prepared on behalf of clients since 2014. The majority of B&A's clients experience a "return on investment" (ROI) anywhere from $25 to $75 in grant funding for every $1 spent on grant consulting services. B&A’s success is because we ensure that proposed programs and projects are squarely aligned with what a grant solicitation is seeking. 5.1: Key Staff Natale Lessey, Senior Associate. Natale has over 15 years of experience in marketing, communications, and business management and joined B&A in 2013. She actively leads the day-to-day grant research, writing, and overall management of three clients including Chino Hills, Claremont, and Indio. Natale holds a B.A. in English from Cal State Fullerton University. Roles: Natale will be the single point of contact for the City of San Bernardino. Natale will have the authority to access any resources within the company to provide grant application research, funding program matching to projects, legislative research, etc. Natale will provide any requested services including grant Fact Sheets, consulting support, grant application 10 16.c Packet Pg. 355 development, management of assisting Associates, and post-submission support as requested. If requested by the City, Natale may coordinate with Ursula as she works on development of post- award reports, close-out, and requests for reimbursement. Experience and Qualifications: Over the past five years, Natale has successfully performed all of the functions described above under "Roles" for multiple clients. She is extremely detail-oriented and her strength is helping manage multiple projects and keeping tasks moving forward based on timing and need. She is a positive and calming influence in high stress situations and has gone to great lengths to help client staff move work products forward (e.g. budgets and plans) to ensure they are provided before a grant deadline. Gwendy Silver, Associate. Gwendy joined B&A in 2017 and will provide support to Natale and Adrienne. Gwendy brings nearly 30 years of grant related business to the team. Ms. Silver received a Bachelor of Arts in Geography and a Masters in Urban Planning from the University of California, Los Angeles. Roles: Gwendy will assist Natale on specific assignments necessary to keep organized and projects moving forward, as assigned by the City, primarily as it relates to application research and development. Experience and Qualifications: Gwendy has strong writing and editing experience. Her experience includes local non-profit fundraising, management, and coordination with key stakeholders for projects and programs. Gwendy ran her own firm for several years prior to joining B&A. Adrienne Harrington, Associate. Adrienne is our newest associate, joining B&A in 2018 and she will provide support to Natale and Gwendy. Adrienne brings nearly 9 years of grant related business to the team. Ms. Harrington received a Bachelor of Science in Geography and Community and Regional Planning from Appalachian State University. She holds a Masters in Public Administration with Transportation Planning from the University of North Carolina, Wilmington. Roles: Adrienne will assist both Natale and Gwendy on specific assignments necessary to keep projects moving forward, as assigned by the City, primarily as it relates to application research and development. Experience and Qualifications: Adrienne has strong writing and editing experience. Her experience includes local government grant development and public policy support. 5.2: Firm Profile B&A was launched in California in 2000 and incorporated as a California Corporation in May 2005. As part of planned expansion, B&A moved the corporate headquarters to Texas in 2011. B&A is now incorporated in the State of Texas and is registered and in good standing with the California Secretary of State. B&A is celebrating 19 years of providing grant research, writing, and management services to local municipal government agencies. B&A has offices in California, Texas, Colorado, Kansas, Wyoming, and Oklahoma. B&A currently has 22 employees with the majority in California (11) and the remainder in Texas (8), Colorado (1), Kansas (1) and Oklahoma (1). Staff in the Irvine, California office will provide the majority of the services for this agreement. While licensing is not required for grant writers, B&A believes in maintaining and promoting professional standards. As such, B&A is a proud member of several professional organizations that provide professional development, ethics, and standards for the grant industry. Our 11 16.c Packet Pg. 356 memberships include the Grant Professionals Association (GPA), the National Grants Management Association (NGMA), and the American Grant Writers Association (AGWA). B&A holds to, and maintains, the code of ethics promoted by the three organizations and we will provide the highest quality of services to San Bernardino. 5.2.2: Firm’s Experience Performing Similar Work The RFP requests that responding firms provide information on its experience with work of a similar nature to those solicited in the RFP and that is presented in our references in Appendix 10.3 (References). The RFP requests that the firm highlight participation in such work by the proposed key personnel for this assignment. B&A strives to ensure that none of our Associates, or the firm in general, becomes too specialized in a specific grant program. Rather, we work to ensure that our Lead Associates and their support teams are capable of supporting our clients on a holistic basis. When reviewing the list below, San Bernardino can be certain that ALL employees within B&A can provide the highest standard of service to San Bernardino. Table 5.1 (Appendix 1) provides a list of recent grants (2015-2018) awarded to our clients by the common program name, date of submittal, and the award amount. The awards for programs noted below are indicative of our ability to write multiple grants for multiple clients at the same time, each with the capacity of winning an award. The table represents a total of approximately $257.9 million in awarded funds for our clients from 2015-2018. The Table clearly demonstrates both our effectiveness in securing grant funding, and the depth and breadth of our capabilities and experience with all available grant programs. B&A is experienced in coordinating activities between agencies, community partners, and Community-Based Organizations (CBOs). Because of our experience in the local government market, we have worked with community partners, school districts, MPO’s, and CBOs on behalf of our clients for their grant efforts. One differentiator between B&A and our competitors is that we are familiar with the application forms, and the post award forms, and we generally will complete the forms on behalf of our clients, asking them to only sign the forms for submittal. 5.2.4: Subcontractors B&A will utilize in house staffing for the provision of the services requested in the RFP. Should some engineering expertise or other need for a subcontractor arise, B&A will alert San Bernardino about the need and provide recommendations on consultants with which we have had prior working experience. This might occur if we need specialized GIS services, Air Quality calculations, or other highly technical expertise not available within the City or B&A. 5.3: B&A Grant Writing Sample As requested, B&A is providing a sample of a submitted grant application. B&A has chosen to provide the awarded Body Worn Camera application because of the technical complexity of the application, the number of stakeholders and collaborators involved in the application, and the 12 16.c Packet Pg. 357 fact that two cities were the applicants. This presents a good representation of our team’s capabilities. 5.4: Responses to Specific Questions The following narrative responds to specific RFP questions: 5.4.1: General Process and Timeline B&A’s detailed process has been presented in Section 2. Generally, it starts a Notice to Proceed given when the City agrees to B&A’s NTE pricing for a specific grant application. B&A will then develop the Timeline and Checklist, coordinate the kick-off conference call, and host interviews with technical experts. B&A will provide turnkey application development, LOS, and complete forms. B&A will submit an 80% draft for technical accuracy and a final draft for approval to submit. B&A will prepare any hard copies, if necessary. B&A will submit the application on-time whether electronic or hard copy. B&A will then provide the City with all documents developed during the application process for their records. A typical process can take between 20 and 60 days for development. 5.4.2: Responsibilities of Key Personnel Because of our written processes, procedures and training, B&A allows the Lead Associate to take significant responsibility for the delivery of the client’s grant program. Your LA has access to the executive team to identify associates with capacity to provide assistance and those associates are immediately assigned to the LA for the project. The LA has complete autonomy to ensure delivery of the application. B&A Associates are free to use all means necessary, including having the President of the firm flying to Sacramento to deliver an application when FedEx could not deliver. 5.4.3: Methods to Collect and Make Data Available B&A’s grant writing team will collect data for grant applications as needed. Any data, documentation, and other information collected is stored in B&A’s cloud based document sharing system called Egnyte. Data is stored by client, if general in nature, and by project, if specific to a project. The City can be provided with a link to the data folder upon request. However, the City is provided all files, data, and documents in electronic format, on a flash drive, at the completion of the development of an application. B&A retains documentation as required by agreement. B&A does not share data with other clients unless approved by the client. 5.4.4: Approach to Obtain Information from a Stakeholder B&A’s has worked with many different community stakeholders over time. In some cases a stakeholder cannot be troubled to provide information needed for the application. B&A will initially work directly with the stakeholder to capture the information. If the information is available publicly, B&A may bypass the stakeholder and obtain the information from other sources and just ask the stakeholder to confirm the data. If the information is not publicly available, B&A will elevate the concern within the stakeholder’s internal management team stressing the need for the data. If the problem persists, B&A will reach out to the City, or other entity, that has influence over the stakeholder. If the problem reaches a critical point, and it is 13 16.c Packet Pg. 358 clear that the stakeholder may not deliver, B&A will either seek a replacement stakeholder to perform the function, or remove the stakeholder from the project with permission from the City. 5.5: Process for Engaging Writing Team, City, and Stakeholders B&A’s process for engaging the writing team, City staff, and relevant stakeholders was described in detail in Section 2. All of our writers are trained in coordinating and overcommunicating with all members of a team that has been pulled together for the development of a grant application. B&A’s staff are collegial, but firm, with respect to engaging external stakeholders. B&A works to ensure that City staff are aware of the benefit of being engaged in the process and obtains buy-in to help ensure support. 5.6: Experience that Prepares Writers for Success B&A’s success is due to its extensive written process and procedures that is taught to all Associates. B&A’s training program is lengthy, often taking over 6 months before experienced grant writers feel like they can meet our process and requirements. B&A only hires the best grant writers and typically knows within the first couple of months if they can meet the B&A way. B&A supports professional development for our staff and encourages certification. B&A does not allow our staff to become specialized, rather prefers that our staff continue to expand their experience and view clients on a holistic basis. All staff are trained on all of the grant portals for electronic submission. Finally, B&A holds a monthly all-hands conference call reviewing clients, projects, and any support needed by the Lead Associates. 5.7: Familiarity and Aptitude with Online Portals and Tools One of the areas where B&A takes pride in excelling is being more familiar with online portals and tools than our clients. B&A has established online registrations for numerous clients for the California Department of Water Resources' Grants Review and Tracking System (GRanTS), the State Water Resources Control Board's Financial Assistance Application Submittal Tool (FAAST), and the federal government's System for Award (SAM) and grants.gov systems. The following examples help underscore B&A capabilities and experiences: GRanTS: In December 2014, B&A staff worked with City of Anaheim to develop a grant proposal for DWR's Water-Energy Grant Program for the Dad Miller Golf Course. Using the GRanTS system, all proposal information and attachments were successfully uploaded and submitted by the due date. In 2014, B&A staff also worked with the City of Torrance to develop a $3 million proposal for the 2014 Desalination Grant Program in partnership with the Water Replenishment District of Southern California (this proposal was awarded funding). The total project cost was $21.1 million to expand the Goldsworthy Desalter facility. This proposal required submission via the GRanTS system. There are several other examples B&A can provide upon request. B&A staff routinely use the GRanTS system and we find this system to be extremely user-friendly and stable (compared to other portals). B&A staff routinely help clients create their own GRanTS accounts. FAAST: Due to the significant number of times B&A staff utilize the FAAST system, B&A maintains our own registration account to have easy access to the system. The FAAST system has been evolving over the years and B&A staff find this system to be improving in ease of use and reliability. Several non-water related California State agencies are starting to use the 14 16.c Packet Pg. 359 FAAST system for their own grant programs, which is helping eliminate the burdensome "paper" submissions so many State agencies require. B&A has submitted multiple FAAST submissions for a variety of clients and programs including: 1) California Rural Water Association SWRCB Technical Assistance Grant Program, 2) City of Torrance Proposition 1 Storm Water Grant Program, 3) City of Fontana Strategic Growth Council Sustainable Communities Grant Program, and 4) Placentia-Yorba Linda Unified School District Drought Response Outreach Program for Schools (DROPS), to name a few. Additional examples can be provided upon request. SAM and Grants.gov: B&A's research team is the lead in being our internal experts on helping clients maintain their SAM account, registering/setting up an account with grants.gov, and maintaining currency with the grants.gov system. Just recently, B&A learned that a fraudulent processing center was notifying our clients that they needed to pay $800 to renew their SAM registration. SAM registration and updating is free. Immediately, B&A notified all of our clients about this scam and assisted the City of Anaheim in learning more about how to maintain their SAM registration, etc. B&A has our own SAM account and therefore we are intimately familiar with this registration and maintenance and providing technical assistance to our entire portfolio of clients. Federal Funding Accountability and Transparency Act (FFATA). B&A is aware of the FFATA of 2006 and the requirement for agencies to report award information to USASpending. The FFATA also requires grantees (like the City of San Bernardino) to enter executive compensation and first-tier subaward information into the FSRS.gov system, if certain criteria is met. To date, B&A staff have not been asked to upload or enter information to USASpending or FSRS.gov; however, we are familiar with both sites and do not find anything unusually difficult or challenging with respect to registering or supplying data. eRA Commons. B&A’s experience with eRA Commons includes submitting two research grants for the Pasadena Public Health Department. B&A submitted a National Institutes of Health Small Research grant (Parent R03) for a Mold Intervention Project and a Food and Drug Administration grant for a Pasadena Food Inspection Table Project. Both of these submissions required using eRA Commons and B&A staff successfully navigated the system. The eRA Commons system is helpful when submitting a grant via grants.gov because the system will alert users that a minor error exists within the entire application and allows users the opportunity to correct minor mistakes. eRA Commons is used for a variety of other functions post-award but to date, B&A’s portfolio of clients have not had the need to use B&A staff/services to provide post- award services for grant using eRA Commons. 5.8: Project Percentage Breakdown As requested, B&A has reviewed the over 1,000 grant applications developed since inception and determined the following breakdowns for our business. B&A’s workload is about 33% grant research and consulting support, 56% grant writing, and 11% grant management. For the grant writing efforts, about 52% of the applications are State level (not all California), 27% Federal, 12% regional (counties, MPO, COGS), 7% Foundations, 1% Professional Associations, and less than 1% for private companies. 15 16.c Packet Pg. 360 5.9: Technical Competence B&A utilizes all of the Microsoft Office tools for the development of grant applications including MS Word, Excel, and PowerPoint. Staff have been trained in the use of CalEviroScreen, Melissa Data, Google Earth, Virtual Earth, TIMS, Census Data, and other data sources. B&A utilizes Egnyte for the collaboration and sharing of files and documents. B&A developed a custom software program for the post-award management of grants and the associated project. 5.10: Local Experience with City of San Bernardino B&A provides services to several cities in the county and has a significant presence in the Inland Empire. As previously noted, B&A has developed three applications for the City of San Bernardino. All three were awarded. In 2015, B&A developed the successful Active Transportation Program Cycle 2 submission for the City for sidewalk gap closure along Foothill Boulevard. The City was awarded $2.15 million for this application. In 2015, in partnership with the City of Fontana, B&A worked with the City for the development of the Body Worn Camera Pilot Implementation Program for the United States Department of Justice. That application resulted in the award of $546,500 for the procurement of body worn cameras. This funding was split between the City of Fontana and the City of San Bernardino. Finally, in 2018, working with the San Bernardino County Transportation Authority (SBCTA), B&A developed the Strategic Growth Council’s Affordable Housing and Sustainable Communities program application for the Arrowhead Grove Waterman Gardens public housing redevelopment. The City and SBCTA received $20 million for this awarded application. 5.11: References The RFP requests a list of at least five (5) references where the proposed services have been used. B&A is pleased to provide the references in Appendix 10.2 for consideration. The agencies referenced are either full service clients, or on-call contract arrangements similar to those proposed by the City of San Bernardino. Each client’s contact information is provided along with a listing of awarded grant applications. References include the cities of Anaheim, Western Riverside Council of Governments, Fullerton, Torrance, and Fontana. 5.12: Firm’s Financial Condition B&A is fiscally healthy and does not have any conditions (e.g., bankruptcy, pending litigation, or planned office closures) that could impede our ability to serve San Bernardino. There are no conflicts of interest with regard to the engagement with the City. B&A can provide financial records if requested as part of contract negotiations as indicated in the City’s response to question 1.5. 6: Fee Schedule 6.0: Fee Schedule The table below reflects B&A’s current rates. B&A’s organizational structure is designed to be very flat, with little administrative or other extraneous support. B&A utilizes a blended rate for services, which we believe is more efficient and effective for our clients. B&A reserves the right 16 16.c Packet Pg. 361 to adjust the rates annually depending on the cost of doing business, typically on the anniversary of contract extensions or renewals. Table 6.1: Fee Schedule for Costs Description Fee Staffing/Labor (billed in 15-minute increments) $105/hour Mileage (billed at current IRS rate) $0.58/mile Travel (tolls, airfare, hotel, cab) Cost – no mark up Copies/Reprographics Cost – no mark up Telephone (long distance only) Cost – no mark up Courier Service Cost – no mark up Postage or Express Mail Cost – no mark up All out-of-pocket expenses are billed at cost without markup. B&A provides monthly itemized invoices and can, at your request, provide receipts for all out-of-pocket expenses. 6.1. Fee Schedule for the Proposed Scope of Work To better help the City assess our proposal, B&A is pleased to provide a typical fee schedule for each proposed step in our Scope of Work for this RFP. 6.1.1 Grant Writing Providing a budget estimate for the grant development is difficult as it depends greatly on the availability of applicable grant programs, status and availability of competitive projects, and the determination of the grant agencies themselves. This budget is for discussion and planning purposes, B&A will provide not-to-exceed quotes for each grant application the City is interested in pursuing. Once the quote has been approved, B&A will follow our standard process. Based on our experience with cities of similar size, development, and services, we anticipate that San Bernardino may pursue approximately nine (9) grant applications averaging about 75 hours of development plus expenses or approximately $8,400 in development cost per application. Using this estimate, B&A recommends a budget of approximately $75,600 total. It is important to note that B&A will only charge as grants are approved and developed. 7: Insurance 7.0: Insurance B&A has reviewed the Agreement, Exhibit A, and the associated insurance requirements. B&A’s insurance meets or exceeds the requirements. 17 16.c Packet Pg. 362 8: Litigation 8.0: Litigation B&A has never been involved in litigation for any reason since inception. B&A has never been disqualified, removed, or otherwise prevented from proposing on, or completing a Federal, State, or Local Government Project because of violation of law or regulations. 9: Other Information 9.0: Demonstration of Efficiency B&A believes the best representation of our record of staffing tasks efficiently and completing projects within the allocated budget is demonstrated by our willingness to establish a not-to- exceed quote for each grant application written and the duration of our agreements with existing clients. The NTE quotes guarantees that the client will not pay more for their grant application than agreed, unless there is a change in scope and prior approval by the client. Otherwise, if we are inefficient, we absorb the cost overrun. B&A is proud that our very first full-service client, Chino Hills, is still with the firm nearly 14 years after the execution of our first agreement. 9.1: Community Involvement B&A has a long-standing policy to not engage in the politics or activities of our client’s city. We are an extension of the City staff and like to remain behind the scenes, working for you. B&A has, on occasion, donated to local community foundations, but we request no recognition or credit for those contributions. Examples include the Anaheim Community Foundation, Chino Hills Community Foundation, Little Elm Friends of the Library, and Little Elm Foodbank. B&A encourages our associates to become involved in their own communities and associate often take advantage of our very flexible time-off policies to volunteer. 9.2: Previous Involvement with City of San Bernardino B&A’s experience with the City of San Bernardino was discussed in Section 1 and Section 5.10. 9.3: Conflict of Interest There are no conflicts of interest with respect to the provision of the requested services to the City of San Bernardino. 18 16.c Packet Pg. 363 10.1 Table 5.1 – B&A Grant Experience 2015-Present 19 16.c Packet Pg. 364 Table 5.1-Listing of Recent Grant Awards Secured by B&A by Type (2015-2018) Program Award Date Award CDE – National School Lunch Equipment Program December-18 $100,000 CNRA – Environmental Enhancement and Mitigation Program December-18 $172,967 Caltrans – Highway Safety Improvement Program December-18 $249,300 Caltrans – Highway Safety Improvement Program December-18 $249,800 Caltrans – Active Transportation Program December-18 $4,149,000 Caltrans – Active Transportation Program December-18 $1,502,000 Caltrans – Active Transportation Program December-18 $2,720,000 MWD – Future Water Supply Action Planning December-18 $200,000 Coastal Conservancy – Santa Monica Bay Restoration Program December-18 $2,550,000 CalRecycle – Rubberized Pavement Program December-18 $34,845 CalRecycle – Rubberized Pavement Program December-18 $57,550 Henry Warne Foundation December-18 $40,000 SCAG – Sustainable Communities Program December-18 $150,000 Coastal Conservancy Program December-18 $15,000,000 MSRC – Local Government Partnership Program October-18 $55,000 FEMA – Staffing for Adequate Fire and Emergency Responders September-18 $1,998,300 OCTA – Project V September-18 $278,400 FEMA – Staffing for Adequate Fire and Emergency Responders September-18 $1,428,938 USDOJ – Specialized Services for Victims of Human Trafficking September-18 $694,903 OCTA – Project X Environmental Cleanup Tier 1 September-18 $500,000 SWRCB – Proposition 1 Storm Water Program August-18 $5,141,166 OCTA – Bicycle Corridor Improvement Program August-18 $2,349,600 BOR – Water Conservation Field Services Program August-18 $80,000 MSRC – Local Government Partnership Program July-18 $30,000 State Parks – Land and Water Conservation Fund July-18 $500,000 BSCC – Violence Intervention and Prevention Program July-18 $497,462 BOR – WaterSMART Drought Resiliency June-18 $300,000 CNRA – Land and Water Conservation Program June-18 $2,640,300 BOR – WaterSMART Drought Resiliency June-18 $750,000 SGC – Transformative Climate Communities June-18 $20,000 CDE – Career and Technical Education Facilities Program June-18 $545,000 CADOJ – Tobacco Law Enforcement Program June-18 $87,123 CalFIRE – Urban and Community Forestry Program June-18 $573,355 SGC – Affordable Housing & Sustainable Communities June-18 $20,000 CalFIRE – Urban and Community Forestry Program June-18 $376,000 20 16.c Packet Pg. 365 Program Award Date Award State Parks – Land and Water Conservation Program June-18 $800,000 Caltrans – Sustainable Communities Transportation Planning May-18 $287,000 OGALS – Outdoor Environmental Education Facilities May-18 $80,000 Caltrans – Sustainable Communities Transportation Planning May-18 $237,000 CA Fish & Wildlife – Non-traditional Habitat Conservation May-18 $2,810,000 Wildlife CB – State Wildlife Grant May-18 $810,000 Caltrans – Sustainable Communities Transportation Planning May-18 $221,325 Caltrans – Transit and Intercity Rail Program April-18 $28,617,000 CTC – Local Partnership Program April-18 $4,600,000 FCOG – Congestion Management and Air Quality April-18 $461,000 CADOJ – Tobacco Law Enforcement April-18 $797,029 FTA – Bus and Bus Infrastructure Program April-18 $1,340,222 FTA – Bus and Bus Infrastructure Program April-18 $1,747,670 CADOJ – Tobacco Law Enforcement April-18 $214,931 FTA – Bus and Bus Infrastructure Investment Program April-18 $2,625,000 CTC – Local Partnership Program April-18 $7,000,000 LA Co Mental Health – MHSA Innovation 2 Trauma Resilience March-18 $8,000,000 SCAG – Sustainability Planning Grant March-18 $200,000 CDE – Career Technical Education Facilities Program March-18 $1,306,035 SJVAPCD - Public Benefits Alternative Fuel Program March-18 $25,289 FCOG - Surface Transportation Program March-18 $396,000 CDE – Career Technical Education Facilities Program February-18 $954,351 MSRC – Natural Gas Infrastructure Program January-18 $75,000 MSRC – Natural Gas Infrastructure Program January-18 $225,000 Henry Warne Foundation January-18 $50,000 CNRA-Environmental Enhancements and Mitigation Program January-18 $279,169 CA Department of Finance - Community Based Transitional Housing Second Chance Program June-17 $2,000,000 CA Department of Finance - Community Based Transitional Housing Program June-17 $1,949,006 BOR - WaterSMART Small Scale Water Efficiency Program May-17 $74,500 BOR - WaterSMART Small Scale Water Efficiency Program May-17 $73,996 CalFIRE - Urban and Community Forestry California Climate Investments (CCI) Grant Program April-17 $379,750 CalFIRE - Urban and Community Forestry California Climate Investments (CCI) Grant Program April-17 $377,000 CalRecycle - Tire Derived Product Grant Program April-17 $140,520 21 16.c Packet Pg. 366 Program Award Date Award CalRecycle - Tire Derived Product Grant Program April-17 $89,460 LA Metro - Federal 5310 Program Enhanced Mobility for Seniors and Individuals with Disabilities April-17 $317,917 BOR - WaterSMART Drought Resiliency Program March-17 $300,000 BOR - Water-Energy Program March-17 $1,245,570 CEC - Local Government Challenge Grant March-17 $250,635 BOR - WaterSMART Drought Resiliency Program February-17 $750,000 BSCC - Proposition 47 Program February-17 $2,511,537 BSCC - Proposition 47 Program February-17 $1,246,936 CA HCD - Housing Related Parks Program February-17 $264,350 BOR - WaterSMART Water Conservation Field Services January-17 $90,000 CEC - GFO 16-601 ZEV Regional Readiness and Planning Solicitation January-17 $181,000 So. Cal. Community Wetland Restoration Grant Program January-17 $30,000 CA EPA - Clean Vehicle Rebate Program January-17 $2,500 State Parks - Youth Soccer and Recreation Development November-16 $1,000,000 Caltrans - Sustainable Communities Transportation Planning November-16 $115,000 Caltrans - Sustainable Communities Transportation Planning November-16 $230,178 Caltrans - Sustainable Communities Transportation Planning November-16 $206,275 SCAG - Sustainability Planning Grant Program November-16 $200,000 SCAG - Sustainability Planning Grant Program November-16 $200,000 SCAG - Sustainability Planning Grant Program November-16 $200,000 SCAG - Sustainability Planning Grant Program November-16 $200,000 SCAG - Sustainability Planning Grant Program November-16 $200,000 SCAG - Sustainability Planning Grant Program November-16 $50,000 CNRA - Urban Rivers October-16 $751,960 CNRA - Proposition 1 Urban Rivers October-16 $480,000 CNRA - Proposition 1 Urban Rivers October-16 $144,278 Henry W. and Ellen R. Warne Family Endowment Fund October-16 $50,000 State Parks - Habitat Conservation Fund October-16 $147,394 SIVAPCD - Bikeway Incentive Program September-16 $86,827 Caltrans – Highway Bridge Preventative Maintenance Program September-16 $729,647 CA DPH - Women, Infant, and Children Mini-Grant August-16 $444,908 SWRCB - Proposition 1 Technical Assistance Program August-16 $11,041,811 SWRCB - Proposition 1 Storm Water Grant August-16 $7,975,100 SWRCB - Proposition 1 Storm Water Grant August-16 $450,000 Caltrans - Highway Safety Improvement Program August-16 $1,118,610 22 16.c Packet Pg. 367 Program Award Date Award Caltrans - Highway Safety Improvement Program August-16 $381,000 Caltrans - Highway Safety Improvement Program August-16 $330,120 Caltrans - Highway Safety Improvement Program August-16 $286,200 Caltrans - Highway Safety Improvement Program August-16 $250,000 Caltrans - Highway Safety Improvement Program August-16 $250,000 Caltrans - Highway Safety Improvement Program August-16 $136,600 Caltrans - Highway Safety Improvement Program August-16 $114,400 TCAG - Active Transportation Program August-16 $826,698 SWRCB - Proposition 1 Storm Water Grant July-16 $1,740,485 SWRCB - Proposition 1 Storm Water Grant July-16 $1,624,018 Caltrans - Active Transportation Program June-16 $589,000 Caltrans - Active Transportation Program June-16 $537,000 SWRCB - Proposition 1 Storm Water Grant May-16 $500,000 SB DPH - Nutrition Education and Obesity Prevention May-16 $156,000 OCTA - Bicycle Corridor Improvement Program May-16 $2,220,267 OCTA - Bicycle Corridor Improvement Program May-16 $650,400 OCTA - Bicycle Corridor Improvement Program May-16 $578,886 BOR - WaterSMART Drought Resiliency Program Project Grant April-16 $300,000 SWRCB - Proposition 1 Technical Assistance Program April-16 $2,838,299 OCTA – Regional Capacity Program March-16 $10,174,241 OCTA – Signal Synchronization Program March-16 $2,895,884 OCTA – Signal Synchronization Program March-16 $2,711,694 BOR - WaterSMART Drought Resiliency Program Project Grant March-16 $297,000 BOR - WaterSMART Drought Resiliency Program Project Grant March-16 $200,000 Caltrans - Systemic Safety Analysis Report Program March-16 $225,000 FEMA - Staffing for Adequate Fire and Emergency Response March-16 $549,911 Coastal Conservancy - Proposition 1 Coastal Conservancy March-16 $551,700 BOR - WaterSMART Drought Resiliency Program Project Grant February-16 $297,895 FCOG - Regional Surface Transportation Program February-16 $600,000 FCOG - Congestion Management and Air Quality Improvement February-16 $531,180 SWRCB - Clean Water State Revolving Fund Water Recycling Program February-16 $41,049,000 CalRecycle - Household Hazardous Waste Construction February-16 $250,000 CNRA - Land & Water Conservation Grant Program January-16 $488,250 BOR - Water Conservation Field Services Program January-16 $100,000 23 16.c Packet Pg. 368 Program Award Date Award BOR - Water Conservation Field Services Program January-16 $79,868 CA HCD - Housing Related Parks Program January-16 $997,400 CA HCD - Housing Related Parks Program January-16 $364,550 CA HCD - Housing Related Parks Program January-16 $300,550 BOR - Title XVI Reclaimed Water Conversion Phase 1 December-15 $4,000,000 SWRCB - Proposition 1 Sustainable Groundwater Planning December-15 $500,000 SWRCB - Proposition 1 Rivers and Mountains Conservancy Program December-15 $1,660,000 CA HCD - Housing Related Parks Program December-15 $377,200 FEMA - Hazard Mitigation Grant Program December-15 $80,438 State Parks - Habitat Conservation Fund November-15 $86,350 MSRC – Local Government Match Program November-15 $275,000 State Parks - Recreational Trails Grant Program October-15 $2,470,722 US DOA - Rural Utilities Service Household Water Well System September-15 $253,506 CNRA - River Parkways Grant Program September-15 $380,000 OC Community Resources - Public Facilities and Improvements September-15 $200,000 FEMA - Pre-Disaster Mitigation Grant Program September-15 $74,088 NLC - Mayor's Childhood Obesity Prevention Award September-15 $120,000 MSRC - Local Government Match Program September-15 $498,750 State Parks - Habitat Conservation Fund September-15 $147,473 State Parks - Habitat Conservation Fund September-15 $106,000 Caltrans - Active Transportation Program September-15 $315,507 MSRC - Local Government Match Program August-15 $90,000 APPA - Demonstration of Energy and Efficiency Developments August-15 $25,000 Davenport Institute - Public Engagement grant August-15 $10,000 Caltrans - Highway Safety Improvement Program July-15 $368,800 Caltrans - Highway Safety Improvement Program July-15 $208,250 Caltrans - Highway Safety Improvement Program July-15 $437,900 Caltrans - Highway Safety Improvement Program July-15 $100,000 Caltrans - Highway Safety Improvement Program July-15 $606,510 FEMA - Hazard Mitigation Grant Program July-15 $150,000 US DOA - Farmers Market Promotion Program July-15 $78,074 CNRA - Environmental Enhancement & Mitigation Grant July-15 $500,000 CNRA - Environmental Enhancement & Mitigation Grant July-15 $416,260 USDOJ - Body-Worn Camera Pilot Implementation Program June-15 $546,500 MSRC - Local Government Match Program June-15 $474,925 24 16.c Packet Pg. 369 Program Award Date Award MSRC - Local Government Match Program June-15 $30,000 Caltrans - Active Transportation Program June-15 $417,000 CNRA - Outdoor Recreation Program June-15 $294,150 US Soccer Foundation - Safe Places to Play June-15 $17,500 MSRC - Local Government Match Program June-15 $282,500 MSRC - Local Government Match Program June-15 $58,000 MSRC - Local Government Match Program June-15 $25,000 BOR - Drought Contingency Planning Program June-15 $115,000 Kaiser Foundation - Community Benefit Program June-15 $20,000 CTC - Active Transportation Program June-15 $2,055,518 Caltrans - Active Transportation Program May-15 $2,153,000 Caltrans - Active Transportation Program May-15 $2,027,000 Caltrans - Safe Routes to Schools May-15 $323,000 BOR - WaterSMART Title XVI Reclamation and Reuse Program Feasibility Studies April-15 $147,600 CalFIRE - Urban and Community Forestry Greenhouse Gas Reduction Fund April-15 $270,000 CALFED - Water Use Efficiency Grant Program March-15 $750,000 BOR - WaterSMART Title XVI Reclamation and Reuse Program Feasibility Studies March-15 $150,000 FEMA - Staffing for Adequate Fire and Emergency Response March-15 $1,489,518 SWRCB - Drought Response Outreach Program for Schools February-15 $852,200 DWR - Flood Emergency Response Project February-15 $75,000 CA HCD - Housing Related Parks Program February-15 $490,700 SWRCB - Drought Response Outreach Program for Schools February-15 $2,000,000 BOR - Water Conservation Field Services Program Southern California Area Office January-15 $75,000 OC Community Resources - Public Facilities and Improvements January-15 $180,000 CDWR - Water-Energy Program January-15 $1,361,593 CA HCD - Housing Related Parks Program January-15 $732,925 CA HCD - Housing Related Parks Program January-15 $426,475 Wells Fargo/NFWF - Environmental Solutions Program January-15 $40,000 25 16.c Packet Pg. 370 10.2 References 26 16.c Packet Pg. 371 References (RFP Section 5.11) References for the cities of Anaheim, Western Riverside Council of Governments, Fullerton, Torrance, and Fontana. Table 1-Reference #1: Reference Contact Information and List of Awarded Grants for the City of Anaheim (2015-Present) Mr. Rudy Emami Director of Public Works 200 S. Anaheim Blvd Anaheim, CA 92805 remami@anaheim.net (714) 765-5148 Scope of Service: Needs Assessment, Monthly Grant Research and Consulting and GAR Conference Call, Grant Writing, Post-award management. Contract Start – 2010. Full Service Average Annual Cost (2015-Present): $104,100 B&A Staff Client Lead: Dawn Olsgaard Bench Writers (various projects): Andrea Owen, Robin Smith, Liz Range-Pendell, Angelina Torres, Nancy Littman, Destin Blais, Susan Worley Year Submitted Grant Program Project Description Award 2018 Caltrans Active Transportation Program Citywide Safe Routes to Schools Sidewalk Gap Closure Project $4,149,000 2018 Metropolitan Water District Future Supply Action Funding Regional Assessment of Storm Water Capture, Treatment and Recharge $200,000 2018 OCTA Project X Environmental Cleanup Modjeska Park Storm Water Project $500,000 2018 State Water Resources Control Board Storm Water Grant Program Ball Road Storm Water Improvement Project $5,141,166 2018 MSRC Local Government Partnership Program Bus and Regional Cruiser Procurement $239,560 2018 Bureau of Reclamation WateSMART Drought Resiliency Project Grant Modjeska Park Urban Model Storm Water Detention Project $750,000 2018 Caltrans Sustainable Communities Transportation Planning Grant Development of the Multi-modal Active Transportation Plan $287,000 2018 Caltrans Sustainable Communities Transportation Planning Grant Development of the Anaheim Resort Mobility Plan $237,000 2017 State Parks Outdoor Environmental Education Facilities Oak Canyon Amphitheater expansion and outdoor laboratory $500,000 2017 California Housing & Community Development Housing Related Parks Grant Program Park Renovations - possibly matching funds for Manzanita Skate Park $264,350 2016 OCTA Measure M2 Regional Capacity Improvement Program ROW purchase for Lincoln Parkway $1,000,000 2016 OCTA Measure M2 Signal Synchronization Program Funding to synchronize Brookhurst Avenue $2,895,884 2016 Caltrans Highway Safety Improvement Program Improvements to Euclid and Glenoaks $1,118,610 27 16.c Packet Pg. 372 Year Submitted Grant Program Project Description Award 2016 Caltrans Highway Safety Improvement Program Guardrail improvements citywide $381,000 2016 Caltrans Highway Safety Improvement Program Pedestrian Countdown Heads city wide $250,000 2016 OCTA Measure M2 Signal Synchronization Program Magnolia Avenue synchronization project $2,711,694 2016 CA State Water Resources Control Board Prop 1 Storm Water Project Grant La Palma/Richfield Storm Drain Extension and Storm Water Infiltration project $1,740,485 2016 CA State Water Resources Control Board Prop 1 Storm Water Project Grant Modjeska Park Underground Storm Water Detention and Infiltration project $1,624,018 2016 OCTA Project V To create circulator service to/from ARTIC and downtown Anaheim $1,122,556 2016 OCTA Bicycle Corridor Improvement Program Nohl Ranch Open Space Trail - ROW acquisitions $650,000 2016 California State Parks Land & Water Conservation Grant Program Skate Park at Manzanita Park $400,000 2016 OCTA Measure M2 Regional Capacity Improvements Right of Way procurement for Lincoln Boulevard $10,174,241 2016 OCTA Measure M2 Environmental Cleanup 2016 – Tier 1 Water Quality Grant. Full capture screens in catch basins where non-full capture screens have already been installed at curb face $197,950 2016 Caltrans Bridge Preventative Maintenance Program Improvements to bridges Citywide. $729,647 2016 California State Parks Habitat Conservation Fund - Trails Gramercy Trail reconstruction $147,394 2016 California Energy Commission Energy Partnership Program Energy Efficiency Improvements for City Hall and East Canyon Police Department $20,000 2015 Federal Emergency Management Agency/California Emergency Management Agency Hazard Mitigation Grant Program Earthquake Retrofit for Building B, Council Chambers, & City Hall Tower $2,173,586 2015 California Transportation Commission Active Transportation Program, Cycle 2 West Street and Citron Street Sidewalk Gap Closure $2,055,518 2015 Housing and Community Development's Housing Related Parks Program Pioneer Park Restroom Renovations and Landscape Improvements $490,700 2015 Housing and Community Development's Housing Related Parks Program Pioneer Park Restroom Renovations and Landscape Improvements $377,200 2015 MSRC Local Government Matching Program Construction of a new CNG facility $275,000 28 16.c Packet Pg. 373 Year Submitted Grant Program Project Description Award 2015 Highway Safety Improvement Program, Cycle 7 Signal modifications at Douglass/Katella Intersection $208,250 2015 Orange County Transportation Authority's M2 Environmental Cleanup Tier 1 (Round 3) "Green Alley" bio-filtration system in residential alleyway $200,000 2015 Urban Land Institute Orange County and Inland Empire Best of the Best ARTIC in the Community Development category 2015 American Public Works Association Project of the Year Award ARTIC awarded Project of the Year in the Structures category 2015 California Transportation Foundation ARTIC in the Transit/Rail Project Award 2015 SCAG Sustainability Award Green Region Initiative Project - ARTIC Table 2-Reference #2: Reference Contact Information and List of Awarded Grants for the Western Riverside Council of Governments (2017-Present) Mr. Christopher Gray Director of Transportation 4080 Lemon Street, 3rd Floor MS 1032 Riverside, CA 92501 chrisgray@wrcog.us (951) 955-8304 Scope of Service: Needs Assessment, Monthly Grant Research and Consulting, Grant Calendar for Member Agencies, GAR Conference Call, On-call Grant Writing. Contract Start – 2017. On-call Average Annual Cost (2017-Present): $55,500 (includes grant research/consulting task order) B&A Staff Client Lead: Liz Range- Pendell Bench Writers (various projects): Andrea Owen, Robin Smith, Angelina Torres, Nancy Littman, Destin Blais, Susan Worley, Natale Lessey Year Submitted Grant Program Project Description Amount 2018 SCAG Sustainable Communities Program City of Norco Multi-modal Connectivity Plan (Pending – SCAG Consulting support only) N/A 2018 Caltrans Active Transportation Program City of Wildomar Bundy Canyon Corridor Plan (Pending - $4.0 million requested) N/A 2018 Caltrans Active Transportation Program City of Temecula Santa Gertrudis Creek Trail $1,500,000 2017 Caltrans Climate Adaptation Planning Grant Regional Climate Adaptation Toolkit Development $684,431 2017 MSRC Natural Gas Infrastructure Program City of Banning CNG Expansion Project $225,000 29 16.c Packet Pg. 374 Table 3-Reference #3: Reference Contact Information and List of Awarded Grants for the City of Fullerton (2015-Present) Mr. Ken Domer City Manager 303 W. Commonwealth Avenue Fullerton, CA 92832 kdomer@cityoffullerton.com (714) 738-6310 Scope of Service: Needs Assessment, Monthly Grant Research and Consulting and GAR Conference Call, Grant Writing, Post-award Management. Contract start – 2013. Full Service Average Annual Cost (2015-Present): $79,300 B&A Staff Client Lead: Sandy Stone Bench Writers (various projects): Natale Lessey, Susan Worley, Andrea Owen, Darci Terrell, Gwendy Silver, Destin Blais, Liz Range-Pendell Year Submitted Grant Program Project Amount 2018 Coastal Conservancy Budget Trailer West Coyote Hills Acquisition $15,000,000 2018 Henry Warne Foundation West Coyote Hills Acquisition $40,000 2018 CalRecycle Rubberized Pavement Program Rehabilitation of Commonwealth and Raymond Avenues $57,550 2018 State Parks Land and Water Conservation Fund West Coyote Hills Acquisition $500,000 2018 CADOJ Tobacco Law Enforcement Expansion of Tobacco Enforcement and Education $87,123 2018 California Fish and Wildlife Non- traditional Habitat Conservation Fund West Coyote Hills Acquisition $2,810,000 2018 Wildlife Conservation Board State Wildlife Grant West Coyote Hills Acquisition $810,000 2018 CADOJ Tobacco Law Enforcement Tobacco Enforcement and Education Program $214,931 2018 Henry Warne Foundation West Coyote Hills Acquisition $50,000 2017 San Gabriel Rivers and Mountains Conservancy West Coyote Hills Acquisition $2,000,000 2017 California Natural Resources Agency Urban Rivers Grant Program West Coyote Hills Acquisition $1,000,000 2017 SCAG 2016 Sustainable Planning Grant Program, Community Plan Downtown Fullerton Complete Streets Plan $150,000 2017 California Resources Board Low Carbon Fuel Standard Program To be determined $115,000 2017 CalOES Pre-Disaster Mitigation Grant Program Update the City's Multi-Hazard Mitigation Plan $75,000 2017 Clean Vehicle Rebate Program Public Fleet Pilot Project Offset the cost of purchasing two 2016 Ford Fusion Energi's $7,500 2016 OCTA Bicycle Corridor Improvement Program Wilshire Avenue Bicycle Boulevard from Woods Avenue to Acacia Avenue (~2.3 miles) $2,220,267 2016 OCTA Bicycle Corridor Improvement Program Citywide Bicycle and Pedestrian Improvements (7 corridors) $578,886 2016 California Department of Parks and Recreation Land and Water Conservation Grant Program Woodcrest Park Renovations $488,250 30 16.c Packet Pg. 375 Year Submitted Grant Program Project Amount 2016 California Natural Resources Agency California River Parkway Grant Program Hillcrest Park Duck Pond Restoration $380,000 2016 California Department of Housing and Community Development Housing Related Parks Grant Program, 2015 Program Year Acquire Pearl Park Property $364,500 2016 Caltrans Highway Safety Improvement Program Install rapid flashing beacons at 17 unsignalized pedestrian crosswalks $286,200 2016 OCTA Measure M2 Environmental Cleanup Allocation 2016 Tier 1 Water Quality Grant Program Install combo automatic retractable screens and round curb inlet filters $200,000 2016 Caltrans Highway Safety Improvement Program Install 589 pedestrian countdown heads at 84 locations $136,600 2016 Southern California Edison Charge Ready Program Install 10 electric vehicle charging ports at Transportation Center (value in services) $58,000 2016 Henry W. & Ellen R. Warne Family Foundation West Coyote Hills Acquisition $50,000 2016 California Environmental Protection Agency Clean Vehicle Rebate Project Public Fleet Pilot Project One (1) Ford Fusion Energi Rebate $5,250 2015 Mobile Source Air Pollution Reduction Review Committee: Local Government Match Grant Program Back-up CNG compressor, security fencing, new access control system, install electric vehicle chargers at City Hall and Transportation Center $370,500 2015 Caltrans Sustainable Communities Transportation Planning Grant Program 2015 Priority Bike Connection Plan $250,000 2015 OCTA Measure M2 Environmental Cleanup Allocation Tier 1 Install combo automatic retractable screens and round curb inlet filters $200,000 2015 California Energy Commission and University of California, Irvine - Natural Gas Vehicle Incentive Project Three electric vehicles: 2 Ford Focus Electric Vehicles, and 1 Ford Fusion Energi $25,250 2015 California Energy Commission Natural Gas Vehicle Incentive Program CNG-powered street sweeper $20,000 31 16.c Packet Pg. 376 Table 4-Reference #4: Reference Contact Information and List of Awarded Grants for the City of Torrance (2015-Present) Ms. Eleanor Barthe- Jones Management Associate 3031 Torrance Blvd. Torrance, CA 90503 ebjones@torranceca.gov (310) 618-5965 Scope of Service: Needs Assessment, Monthly Grant Research and Consulting and GAR Conference Call, Grant Writing, Post-award Management. Contract Start – 2010. Full Service Average Annual Cost (2015-Present): $57,100 B&A Staff Client Lead: Jill Mohler Bench Writers (various projects): Liz Range-Pendell, Natale Lessey, Robin Smith, Destin Blais, Darci Terrell Year Submitted Grant Program Project Amount 2018 BOR WaterSMART Drought Resiliency Program Airport Storm Water Infilltration and Groundwater Recharge (Pending - $2.2 million requested) 2018 BOR WaterSMART Drought Resiliency Program Walnut Street Storm Water Capture and Groundwater Recharge (Pending - $300,000 requested) 2018 SCAG Sustainability Program Citywide Wayfinding and Signage Plan $150,000 2018 Coastal Conservancy Santa Monica Bay Restoration Beach Cities Multi-benefit Green Streets Project $2,550,000 2018 State Parks Outdoor Education Program Madrona Marsh Outdoor Classroom and Turtle Breeding Pond $80,000 2017 Bureau of Reclamation Drought Resiliency Van Ness Well Fields $750,000 2017 US Dept. of Agriculture Farmers' Market Promotion Program $115,513 2017 Southern California Wetland Recovery Project Henrietta Basin Wetland Restoration $30,000 2016 California Coastal Conservancy Madrona Marsh Vernal Pool Restoration $551,700 2016 Proposition 1 Storm Water Grant Program Design and CEQA for Airport Underground Infiltration System $500,000 2016 Proposition 1 Storm Water Grant Program Implementation of the Walnut Basin Groundwater Replenishment Basin $450,000 2016 Bureau of Reclamation Water and Energy Efficiency Walnut Basin Phase 1 construction $450,000 2016 Bureau of Reclamation Drought Resiliency North Torrance Well Fields $297,000 2016 Bureau of Reclamation Water Conservation Field Services Recycled Water School Retrofits $79,867 2015 SCAG Active Transportation Program Downtown Pedestrian and Bicycle Improvements $2,027,000 2015 Environmental Enhancement Mitigation Program Transit Center Tarplant Preserve $500,000 2015 Habitat Conservation Fund Wildlife Activities Education Enhancement at Madrona Marsh $147,473 32 16.c Packet Pg. 377 Table 5.6-Reference #5: Reference Contact Information and List of Awarded Grants for the City of Fontana (2015-Present) Ms. Amy Colbrunn Assistant to the City Manager 8353 Sierra Avenue Fontana, CA 92335 acolbrunn@fontana.org (909) 350-6556 Scope of Service: Needs Assessment, Monthly Grant Research and Consulting and GAR Conference Call, Grant Writing, Post-award Management, other Technical Writing. Contract Start – 2011. Full Service Average Annual Cost (2015-Present): $139,000 B&A Staff Client Lead: Dawn Olsgaard Bench Writers (various projects): Liz Range-Pendell, Natale Lessey, Robin Smith, Destin Blais, Darci Terrell Year Submitted Grant Program Project Amount 2018 California DOJ Tobacco Law Enforcement Grant Tobacco Law Enforcement and Education $290,000 2017 SBCTA Transportation Development Act Article 3 Bicycle and Pedestrian Facilities Bike and Pedestrian Maintenance for AB Miller High School $50,000 2017 SBCTA Transportation Development Act Article 3 Bicycle and Pedestrian Facilities Alder Middle School Safe Routes to School Project $250,000 2017 AARP Community Challenge Grant Fontana Walks $9,671 2017 U.S. Soccer Foundation Safe Places to Play Central City Soccer Park Lighting $50,000 2016 San Bernardino County Nutrition Education and Obesity Prevention CX3 $156,000 2016 SCAG Sustainability Planning Grant Urban Greening Landscaping Plan $200,000 2016 Caltrans Systemic Safety Analysis Report Program Systemic Safety Analysis Report Program $225,000 2016 State Parks Youth Soccer and Recreation Development Program Central City Soccer Park $1,000,000 2016 Caltrans Active Transportation Program Safe Routes to Schools Pedestrian Improvements $1,918,000 2015 California HCD Development Housing Related Parks Program Miller Park Improvements $426,475 2015 U.S. DOJ Body-Worn Camera Pilot Implementation Program San Bernardino & Fontana, CA: BWC Policy and Implementation Program $546,500 2015 MSRC Local Government Match Program San Sevain Trail Project $500,000 2015 State Parks Recreational Trails Grant Program San Sevaine Trail Segment 2 $2,470,722 33 16.c Packet Pg. 378 10.3 Grant Writers Sample – See General Attachment 34 16.c Packet Pg. 379 10.4 Key Staff Resumes 35 16.c Packet Pg. 380 7545 Irvine Center Drive, Suite 200 ♦ Irvine, CA 92618 Phone (949) 589-6338 ♦ www.blaisassoc.com Natale Lessey Current Position: Senior Associate, Blais & Associates, Inc. August, 2013 - Present. Responsible for grant development and client relationships. Most Recent Position: Grant Writer, Circle of Help Foundation. 21012- 2013. Complete management and development of the grant processes for the Circle of Help Foundation. Education: B.A. English, California State University, Fullerton, 1999. Abbreviated List of Grant and Loan Writing Accomplishments: Grant Award Program Client $3.0 million California Department of Transportation (Caltrans) Active Transportation Program City of Indio, CA $2.0 million California Department of Transportation (Caltrans) Active Transportation Program City of Fontana, CA $1.7 million California Department of Transportation (Caltrans) Active Transportation Program City of Chino Hills, CA $1.6 million California Department of Transportation (Caltrans) Active Transportation Program City of Fontana, CA $1.3 million California Housing and Community Development Housing Related Parks Program City of Anaheim, CA $1.0 million California Department of Housing and Community Development – Housing Related Parks Program City of Indio, CA $997,400 California Housing and Community Development Housing Related Parks Program City of Indio, CA $901,996 Strategic Growth Council, Urban Greening Project Grant City of Anaheim, CA $775,039 North Central Texas Council of Governments – Transportation Alternatives Set-aside City of Keller, TX $751,960 California Natural Resources Agency – Urban Rivers Program City of Claremont, CA $732,925 California Housing and Community Development Housing Related Parks Program City of Indio, CA $629,950 California Housing and Community Development Housing Related Parks Program City of Fontana, CA $498,750 Mobile Source Air Pollution Reduction Review Committee Local Government Match Program City of Claremont, CA $491,770 Strategic Growth Council – Sustainable Communities Planning and Incentives Grant City of Anaheim, CA $486,625 California Natural Resources Agency – Urban Rivers Program City of Indio, CA $426,625 California Housing and Community Development Housing Related Parks Program City of Fontana, CA $391,745 California Department of Transportation (Caltrans) – Sustainable Transportation Planning Grant City of Indio, CA $377,000 California Department of Forestry and Fire Protection – Urban and Community Forestry Climate Investment Grant City of Claremont, CA $368,800 California Department of Transportation (Caltrans) Highway Safety Improvement Program City of Indio, CA 36 16.c Packet Pg. 381 Grant Award Program Client $330,120 California Department of Transportation (Caltrans) Highway Safety Improvement Program City of Indio, CA $300,000 California Department of Transportation (Caltrans) – Sustainable Transportation Planning Grant City of Indio, CA $300,000 U.S. Department of Interior Bureau of Reclamation – WaterSMART Drought Resiliency Program San Gabriel River Water Committee, CA $279,169 California Natural Resources Agency – Environmental Enhancement and Mitigation Program City of Chino Hills, Ca $268,689 California Department of Transportation (Caltrans) – Sustainable Transportation Planning Grant City of Fontana, CA $250,000 California Department of Transportation (Caltrans) Highway Safety Improvement Program City of Indio, CA $249,752 San Bernardino Transportation Authority – Transportation Development Act Bicycle and Pedestrian Program City of Chino Hills, CA $246,000 California Department of Transportation (Caltrans) – Sustainable Transportation Planning Grant City of Indio, CA $225,000 California Department of Transportation (Caltrans) – Systemic Safety Analysis Report Program City of Fontana, CA $200,000 Orange County Transportation Authority Measure M2 Environmental Cleanup Program Tier 1 City of Fullerton, CA $200,000 Southern California Association of Governments – Sustainability Planning Program City of Indio, CA $180,000 Orange County Community Resources Department Public Facilities Improvement Program City of La Palma, CA $141,000 Los Angeles County Metropolitan Transportation Authority – Transit Oriented Development Planning Grant City of Azusa, CA $114,000 California Department of Transportation (Caltrans) Highway Safety Improvement Program City of Chino Hills, CA $100,000 California Department of Transportation (Caltrans) Highway Safety Improvement Program City of Indio, CA $90,000 California Department of Transportation (Caltrans) – Systemic Safety Analysis Report Program City of Azusa, CA $87,877 California State Parks- Land and Water Conservation Program City of Indio, CA $87,100 San Bernardino Transportation Authority – Transportation Development Act Transit Stop Program City of Chino Hills, CA $17,500 U.S. Soccer Foundation – Safe Places to Play Program City of Indio, CA $17,500 U.S. Soccer Foundation – Safe Places to Play Program (Round 2) City of Indio, CA Unique Experience • Excellent writing and editing skills; possess a highly professional personality with excellent communication skills. • Able to work with confidentiality and integrity and on multiple tasks in a fast paced environment. 37 16.c Packet Pg. 382 7545 Irvine Center Drive, Suite 200 ♦ Irvine, CA 92618 Phone (949) 589-6338 ♦ www.blaisassoc.com Gwendy Silver Current Position: Associate, Blais & Associates, Inc. December, 2017 - Present. Responsible for grant development and client relationships. Most Recent Position: Gwendy Silver Consulting. 2015. Provide development and financial consulting services for community development organizations that specialize in low-income housing development and service provision in Southern and Central California. Education: B.A. Geography, University of California, Los Angeles. Master of Urban Planning, University of California, Los Angeles. Abbreviated List of Grant and Loan Writing Accomplishments: Grant Award Program Client $1.5 million California Natural Resources Agency Urban Greening Grant East Valley Water District, CA Unique Experience • Foundation operations and grant administration expertise. • Able to work with confidentiality and integrity and on multiple tasks in a fast paced environment. • Housing and Community Development experience. 38 16.c Packet Pg. 383 7545 Irvine Center Drive, Suite 200 ♦ Irvine, CA 92618 Phone (949) 589-6338 ♦ www.blaisassoc.com Adrienne Harrington Current Position: Associate, Blais & Associates, Inc. December, 2018 - Present. Responsible for grant development and client relationships. Most Recent Position: Director of University and Government Affairs, The Gotcha Group 2017-2018. Responsible for development and submission of applications for mobility programs. Lead a team of in-house grant writers for the development of federal and state applications. Previous Position: Transportation Planner – Wilmington Metropolitan Planning Organization 2009-2017. Responsible for development of grant applications for community projects. Development of community partnerships. Development of program budgets and management of awarded grant programs. Education: B.S. Geography and Community and Regional Planning, Appalachian State University. Master of Public Administration with Transportation Planning Emphasis, University of North Carolina, Wilmington. Unique Experience • Experience with transportation planning and mobility programs. • Cross-sector communications and public policy analysis. • Community outreach and public involvement 39 16.c Packet Pg. 384 1 PROFESSIONAL SERVICES AGREEMENT BETWEEN THE CITY OF SAN BERNARDINO AND EVAN BROOKS ASSOCIATES, INC. This Agreement is made and entered into as of May 15, 2019 by and between the City of San Bernardino, a charter city and municipal corporation organized and operating under the laws of the State of California with its principal place of business at Vanir Tower, 290 North D Street, San Bernardino, CA 92401 (“City”), and Evan Brooks Associates, Inc., a California Corporation with its principal place of business at 2824 E. Pasadena, CA 91107 (hereinafter referred to as “Consultant”). City and Consultant are hereinafter sometimes referred to individually as “Party” and collectively as the “Parties.” RECITALS A. City is a public agency of the State of California and is in need of professional services for the following project: AS NEEDED GRANT WRITING SERVICES (hereinafter referred to as “the Project”). B. Consultant is duly licensed and has the necessary qualifications to provide such services. C. The Parties desire by this Agreement to establish the terms for City to retain Consultant to provide the services described herein. AGREEMENT NOW, THEREFORE, IT IS AGREED AS FOLLOWS: 1. Incorporation of Recitals. The recitals above are true and correct and are hereby incorporated herein by this reference. 2. Services. Consultant shall provide the City with the services described in the Scope of Services attached hereto as Exhibit “A.” 3. Professional Practices. All professional services to be provided by Consultant pursuant to this Agreement shall be provided by personnel identified in their proposal. Consultant warrants that Consultant is familiar with all laws that may affect its performance of this Agreement and shall advise City of any changes in any laws that may affect Consultant’s performance of this Agreement. Consultant further represents that no City employee will provide any services under this Agreement. 4. Compensation. a. Subject to paragraph 4(b) below, the City shall pay for such services in accordance with the Schedule of Charges set forth in Exhibit “A.” b. In no event shall the total amount paid for services rendered by Consultant under this Agreement exceed the sum of $100,000.00. This amount is to cover all related costs, and the City will not pay any additional fees for printing expenses. Consultant shall submit 16.d Packet Pg. 385 2 invoices to City for approval. Said invoice shall be based on the total of all Consultant’s services which have been completed to City’s sole satisfaction. City shall pay Consultant’s invoice within forty-five (45) days from the date City receives said invoice. The invoice shall describe in detail the services performed and the associated time for completion. Any additional services approved and performed pursuant to this Agreement shall be designated as “Additional Services” and shall identify the number of the authorized change order, where applicable, on all invoices. 5. Additional Work. If changes in the work seem merited by Consultant or the City, and informal consultations with the other party indicate that a change is warranted, it shall be processed in the following manner: a letter outlining the changes shall be forwarded to the City by Consultant with a statement of estimated changes in fee or time schedule. An amendment to this Agreement shall be prepared by the City and executed by both Parties before performance of such services, or the City will not be required to pay for the changes in the scope of work. Such amendment shall not render ineffective or invalidate unaffected portions of this Agreement. 6. Term. This Agreement shall commence on the Effective Date and continue through May 14, 2022, unless the Agreement is previously terminated as provided for herein (“Term”) with two (2) one (1) year extensions at the City’s option. The first option, if exercised, shall be effective May 15, 2022 through May 14, 2023. The second option, if exercised shall be effective May 15, 2023 through May 14, 2024. 7. Maintenance of Records; Audits. a. Records of Consultant’s services relating to this Agreement shall be maintained in accordance with generally recognized accounting principles and shall be made available to City for inspection and/or audit at mutually convenient times for a period of four (4) years from the Effective Date. b. Books, documents, papers, accounting records, and other evidence pertaining to costs incurred shall be maintained by Consultant and made available at all reasonable times during the contract period and for four (4) years from the date of final payment under the contract for inspection by City. 8. Time of Performance. Consultant shall perform its services in a prompt and timely manner and shall commence performance upon receipt of written notice from the City to proceed. Consultant shall complete the services required hereunder within Term. 9. Delays in Performance. a. Neither City nor Consultant shall be considered in default of this Agreement for delays in performance caused by circumstances beyond the reasonable control of the non-performing Party. For purposes of this Agreement, such circumstances include but are not limited to, abnormal weather conditions; floods; earthquakes; fire; epidemics; war; riots and other civil disturbances; strikes, lockouts, work slowdowns, and other labor disturbances; sabotage or judicial restraint. b. Should such circumstances occur, the non-performing Party shall, within a reasonable time of being prevented from performing, give written notice to the other Party describing the circumstances preventing continued performance and the efforts being made to 16.d Packet Pg. 386 3 resume performance of this Agreement. 10. Compliance with Law. a. Consultant shall comply with all applicable laws, ordinances, codes and regulations of the federal, state and local government, including Cal/OSHA requirements. b. If required, Consultant shall assist the City, as requested, in obtaining and maintaining all permits required of Consultant by federal, state and local regulatory agencies. c. If applicable, Consultant is responsible for all costs of clean up and/ or removal of hazardous and toxic substances spilled as a result of his or her services or operations performed under this Agreement. 11. Standard of Care. Consultant’s services will be performed in accordance with generally accepted professional practices and principles and in a manner consistent with the level of care and skill ordinarily exercised by members of the profession currently practicing under similar conditions. 12. Conflicts of Interest. During the term of this Agreement, Consultant shall at all times maintain a duty of loyalty and a fiduciary duty to the City and shall not accept payment from or employment with any person or entity which will constitute a conflict of interest with the City. 13. City Business Certificate. Consultant shall, prior to execution of this Agreement, obtain and maintain during the term of this Agreement a valid business registration certificate from the City pursuant to Title 5 of the City’s Municipal Code and any and all other licenses, permits, qualifications, insurance, and approvals of whatever nature that are legally required of Consultant to practice his/her profession, skill, or business. 14. Assignment and Subconsultant. Consultant shall not assign, sublet, or transfer this Agreement or any rights under or interest in this Agreement without the written consent of the City, which may be withheld for any reason. Any attempt to so assign or so transfer without such consent shall be void and without legal effect and shall constitute grounds for termination. Subcontracts, if any, shall contain a provision making them subject to all provisions stipulated in this Agreement. Nothing contained herein shall prevent Consultant from employing independent associates and subconsultants as Consultant may deem appropriate to assist in the performance of services hereunder. 15. Independent Consultant. Consultant is retained as an independent contractor and is not an employee of City. No employee or agent of Consultant shall become an employee of City. The work to be performed shall be in accordance with the work described in this Agreement, subject to such directions and amendments from City as herein provided. 16. Insurance. Consultant shall not commence work for the City until it has provided evidence satisfactory to the City it has secured all insurance required under this section. In addition, Consultant shall not allow any subcontractor to commence work on any subcontract until it has secured all insurance required under this section. 16.d Packet Pg. 387 4 a. Additional Insured The City of San Bernardino, its officials, officers, employees, agents, and volunteers shall be named as additional insureds on Consultant’s and its subconsultants’ policies of commercial general liability and automobile liability insurance using the endorsements and forms specified herein or exact equivalents. b. Commercial General Liability (i) The Consultant shall take out and maintain, during the performance of all work under this Agreement, in amounts not less than specified herein, Commercial General Liability Insurance, in a form and with insurance companies acceptable to the City. (ii) Coverage for Commercial General Liability insurance shall be at least as broad as the following: Insurance Services Office Commercial General Liability coverage (Occurrence Form CG 00 01) or exact equivalent. (iii) Commercial General Liability Insurance must include coverage for the following: (1) Bodily Injury and Property Damage (2) Personal Injury/Advertising Injury (3) Premises/Operations Liability (4) Products/Completed Operations Liability (5) Aggregate Limits that Apply per Project (6) Explosion, Collapse and Underground (UCX) exclusion deleted (7) Contractual Liability with respect to this Contract (8) Broad Form Property Damage (9) Independent Consultants Coverage (iv) The policy shall contain no endorsements or provisions limiting coverage for (1) contractual liability; (2) cross liability exclusion for claims or suits by one insured against another; (3) products/completed operations liability; or (4) contain any other exclusion contrary to the Agreement. (v) The policy shall give City, its elected and appointed officials, officers, employees, agents, and City-designated volunteers additional insured status using ISO endorsement forms CG 20 10 10 01 and 20 37 10 01, or endorsements providing the exact same coverage. (vi) The general liability program may utilize either deductibles or provide coverage excess of a self-insured retention, subject to written approval by the City, and provided that such deductibles shall not apply to the City as an additional insured. c. Automobile Liability 16.d Packet Pg. 388 5 (i) At all times during the performance of the work under this Agreement, the Consultant shall maintain Automobile Liability Insurance for bodily injury and property damage including coverage for owned, non-owned and hired vehicles, in a form and with insurance companies acceptable to the City. (ii) Coverage for automobile liability insurance shall be at least as broad as Insurance Services Office Form Number CA 00 01 covering automobile liability (Coverage Symbol 1, any auto). (iii) The policy shall give City, its elected and appointed officials, officers, employees, agents and City designated volunteers additional insured status. (iv) Subject to written approval by the City, the automobile liability program may utilize deductibles, provided that such deductibles shall not apply to t he City as an additional insured, but not a self-insured retention. d. Workers’ Compensation/Employer’s Liability (i) Consultant certifies that he/she is aware of the provisions of Section 3700 of the California Labor Code which requires every employer to be i nsured against liability for workers’ compensation or to undertake self-insurance in accordance with the provisions of that code, and he/she will comply with such provisions before commencing work under this Agreement. (ii) To the extent Consultant has employees at any time during the term of this Agreement, at all times during the performance of the work under this Agreement, the Consultant shall maintain full compensation insurance for all persons employed directly by him/her to carry out the work contemplated under this Agreement, all in accordance with the “Workers’ Compensation and Insurance Act,” Division IV of the Labor Code of the State of California and any acts amendatory thereof, and Employer’s Liability Coverage in amounts indicated herein. Consultant shall require all subconsultants to obtain and maintain, for the period required by this Agreement, workers’ compensation coverage of the same type and limits as specified in this section. e. Professional Liability (Errors and Omissions) At all times during the performance of the work under this Agreement the Consultant shall maintain professional liability or Errors and Omissions insurance appropriate to its profession, in a form and with insurance companies acceptable to the City and in an amount indicated herein. This insurance shall be endorsed to include contractual liability applicable to this Agreement and shall be written on a policy form coverage specifically designed to protect against acts, errors or omissions of the Consultant. “Covered Professional Services” as designated in the policy must specifically include work performed under this Agreement. The policy must “pay on behalf of” the insured and must include a provision establishing the insurer's duty to defend. f. Minimum Policy Limits Required (i) The following insurance limits are required for the Agreement: 16.d Packet Pg. 389 6 Combined Single Limit Commercial General Liability $1,000,000 per occurrence/ $2,000,000 aggregate for bodily injury, personal injury, and property damage Automobile Liability $1,000,000 per occurrence for bodily injury and property damage Employer’s Liability $1,000,000 per occurrence Professional Liability $1,000,000 per claim and aggregate (errors and omissions) (ii) Defense costs shall be payable in addition to the limits. (iii) Requirements of specific coverage or limits contained in this section are not intended as a limitation on coverage, limits, or other requirement, or a waiver of any coverage normally provided by any insurance. Any available coverage shall be provided to the parties required to be named as Additional Insured pursuant to this Agreement. g. Evidence Required Prior to execution of the Agreement, the Consultant shall file with the City evidence of insurance from an insurer or insurers certifying to the coverage of all insurance required herein. Such evidence shall include original copies of the ISO CG 00 01 (or insurer’s equivalent) signed by the insurer’s representative and Certificate of Insurance (Acord Form 25- S or equivalent), together with required endorsements. All evidence of insurance shall be signed by a properly authorized officer, agent, or qualified representative of the insurer and shall certify the names of the insured, any additional insureds, where appropriate, the type and amount of the insurance, the location and operations to which the insurance applies, and the expiration date of such insurance. h. Policy Provisions Required (i) Consultant shall provide the City at least thirty (30) days prior written notice of cancellation of any policy required by this Agreement, except that the Consultant shall provide at least ten (10) days prior written notice of cancellation of any such policy due to non-payment of the premium. If any of the required coverage is cancelled or expires during the term of this Agreement, the Consultant shall deliver renewal certificate(s) including the General Liability Additional Insured Endorsement to the City at least ten (10) days prior to the effective date of cancellation or expiration. (ii) The Commercial General Liability Policy and Automobile Policy shall each contain a provision stating that Consultant’s policy is primary insurance and that any insurance, self-insurance or other coverage maintained by the City or any named insureds shall not be called upon to contribute to any loss. 16.d Packet Pg. 390 7 (iii) The retroactive date (if any) of each policy is to be no later than the effective date of this Agreement. Consultant shall maintain such coverage continuously for a period of at least three years after the completion of the work under this Agreement. Consultant shall purchase a one (1) year extended reporting period A) if the retroactive date is advanced past the effective date of this Agreement; B) if the policy is cancelled or not renewed; or C) if the policy is replaced by another claims-made policy with a retroactive date subsequent to the effective date of this Agreement. (iv) All required insurance coverages, except for the professional liability coverage, shall contain or be endorsed to provide waiver of subrogation in favor of the City, its officials, officers, employees, agents, and volunteers or shall specifically allow Consultant or others providing insurance evidence in compliance with these specifications to waive their right of recovery prior to a loss. Consultant hereby waives its own right of recovery against City, and shall require similar written express waivers and insurance clauses from each of its subconsultants. (v) The limits set forth herein shall apply separately to each insured against whom claims are made or suits are brought, except with respect to the limits of liability. Further the limits set forth herein shall not be construed to relieve the Consultant from liability in excess of such coverage, nor shall it limit the Consultant’s indemnification obligations to the City and shall not preclude the City from taking such other actions available to the Ci ty under other provisions of the Agreement or law. i. Qualifying Insurers (i) All policies required shall be issued by acceptable insurance companies, as determined by the City, which satisfy the following minimum requirements: (1) Each such policy shall be from a company or companies with a current A.M. Best's rating of no less than A:VII and admitted to transact in the business of insurance in the State of California, or otherwise allowed to place insurance through surplus line brokers under applicable provisions of the California Insurance Code or any federal law. j. Additional Insurance Provisions (i) The foregoing requirements as to the types and limits of insurance coverage to be maintained by Consultant, and any approval of said insurance by the City, is not intended to and shall not in any manner limit or qualify the liabilities and obligations otherwise assumed by the Consultant pursuant to this Agreement, including, but not limited to, the provisions concerning indemnification. (ii) If at any time during the life of the Agreement, any policy of insurance required under this Agreement does not comply with these specifications or is canceled and not replaced, City has the right but not the duty to obtain the insurance it deems necessary and any premium paid by City will be promptly reimbursed by Consultant or City will withhold amounts sufficient to pay premium from Consultant payments. In the alternative, City may cancel this Agreement. 16.d Packet Pg. 391 8 (iii) The City may require the Consultant to provide complete copies of all insurance policies in effect for the duration of the Project. (iv) Neither the City nor the City Council, nor any member of the City Council, nor any of the officials, officers, employees, agents or volunteers shall be personally responsible for any liability arising under or by virtue of this Agreement. k. Subconsultant Insurance Requirements. Consultant shall not allow any subcontractors or subconsultants to commence work on any subcontract until they have provided evidence satisfactory to the City that they have secured all insurance required under this section. Policies of commercial general liability insurance provided by such subcontractors or subconsultants shall be endorsed to name the City as an additional insured using ISO form CG 20 38 04 13 or an endorsement providing the exact same coverage. If requested by Consultant, City may approve different scopes or minimum limits of insurance for particular subcontractors or subconsultants. 17. Indemnification. a. To the fullest extent permitted by law, Consultant shall defend (with counsel reasonably approved by the City), indemnify and hold the City, its elected and appointed officials, officers, employees, agents, and authorized volunteers free and harmless from any and all claims, demands, causes of action, suits, actions, proceedings, costs, expenses, liability, judgments, awards, decrees, settlements, loss, damage or injury of any kind, in law or equity, to property or persons, including wrongful death, (collectively, “Claims”) in any manner arising out of, pertaining to, or incident to any alleged acts, errors or omissions, or will ful misconduct of Consultant, its officials, officers, employees, subcontractors, consultants or agents in connection with the performance of the Consultant’s services, the Project, or this Agreement, including without limitation the payment of all consequential damages, expert witness fees and attorneys’ fees and other related costs and expenses. Notwithstanding the foregoing, to the extent Consultant’s services are subject to Civil Code Section 2782.8, the above indemnity shall be limited, to the extent required by Civil Code Section 2782.8, to Claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant. Consultant's obligation to indemnify shall not be restricted to insurance proceeds, if any, received by the City, the City Council, members of the City Council, its employees, or authorized volunteers. b. Additional Indemnity Obligations. Consultant shall defend, with counsel of City’s choosing and at Consultant’s own cost, expense and risk, any and all Claims covered by this section that may be brought or instituted against the City, its elected and appointed officials, employees, agents, or authorized volunteers. Consultant shall pay and satisfy any judgment, award or decree that may be rendered against the City, its elected and appointed officials, employees, agents, or authorized volunteers as part of any such claim, suit, action or other proceeding. Consultant shall also reimburse City for the cost of any settlement paid by the City, its elected and appointed officials, employees, agents, or authorized volunteers as part of any such claim, suit, action or other proceeding. Such reimbursement shall include payment for the City’s attorney's fees and costs, including expert witness fees. Consultant shall reimburse the City, its elected and appointed officials, employees, agents, or authorized volunteers, for any and all legal expenses and costs incurred by each of them in connection therewith or in enforcing the indemnity herein provided. Consultant’s obligation to indemnify shall not be restricted to 16.d Packet Pg. 392 9 insurance proceeds, if any, received by the City, its elected and appointed officials, employees, agents, or authorized volunteers. 18. California Labor Code Requirements. Consultant is aware of the requirements of California Labor Code Sections 1720 et seq. and 1770 et seq., as well as California Code of Regulations, Title 8, Section 16000, et seq., ("Prevailing Wage Laws"), which require the payment of prevailing wage rates and the performance of other requirements on certain “public works” and “maintenance” projects. If the Services are being performed as part of an applicable “public works” or “maintenance” project, as defined by the Prevailing Wage Laws, Consultant agrees to fully comply with such Prevailing Wage Laws, if applicable. Consultant shall defend, indemnify and hold the City, its elected officials, officers, employees and agents free and harmless from any claims, liabilities, costs, penalties or interest arising out of any failure or alleged failure to comply with the Prevailing Wage Laws. It shall be mandatory upon the Consultant and all subconsultants to comply with all California Labor Code provisions, which include but are not limited to prevailing wages, employment of apprentices, hours of labor and debarment of contractors and subcontractors. 19. Verification of Employment Eligibility. By executing this Agreement, Consultant verifies that it fully complies with all requirements and restrictions of state and federal law respecting the employment of undocumented aliens, including, but not limited to, the Immigration Reform and Control Act of 1986, as may be amended from time to time, and shall require all subconsultants and sub-subconsultants to comply with the same. 20. Laws and Venue. This Agreement shall be interpreted in accordance with the laws of the State of California. If any action is brought to interpret or enforce any term of this Agreement, the action shall be brought in a state or federal court situated in the County of San Bernardino, State of California. 21. Termination or Abandonment a. City has the right to terminate or abandon any portion or all of the work under this Agreement by giving ten (10) calendar days’ written notice to Consultant. In such event, City shall be immediately given title and possession to all original field notes, d rawings and specifications, written reports and other documents produced or developed for that portion of the work completed and/or being abandoned. City shall pay Consultant the reasonable value of services rendered for any portion of the work completed prior to termination. If said termination occurs prior to completion of any task for the Project for which a payment request has not been received, the charge for services performed during such task shall be the reasonable value of such services, based on an amount mutually agreed to by City and Consultant of the portion of such task completed but not paid prior to said termination. City shall not be liable for any costs other than the charges or portions thereof which are specified herein. Consultant sh all not be entitled to payment for unperformed services, and shall not be entitled to damages or compensation for termination of work. b. Consultant may terminate its obligation to provide further services under this Agreement upon thirty (30) calendar days’ written notice to City only in the event of substantial failure by City to perform in accordance with the terms of this Agreement through no fault of Consultant. 16.d Packet Pg. 393 10 22. Attorneys’ Fees. In the event that litigation is brought by any Party in connection with this Agreement, the prevailing Party shall be entitled to recover from the opposing Party all costs and expenses, including reasonable attorneys’ fees, incurred by the prevailing Party in the exercise of any of its rights or remedies hereun der or the enforcement of any of the terms, conditions, or provisions hereof. The costs, salary, and expenses of the City Attorney’s Office in enforcing this Agreement on behalf of the City shall be considered as “attorneys’ fees” for the purposes of this Agreement. 23. Responsibility for Errors. Consultant shall be responsible for its work and results under this Agreement. Consultant, when requested, shall furnish clarification and/or explanation as may be required by the City’s representative, regarding any services rendered under this Agreement at no additional cost to City. In the event that an error or omission attributable to Consultant’s professional services occurs, Consultant shall, at no cost to City, provide all other services necessary to rectify and correct the matter to the sole satisfaction of the City and to participate in any meeting required with regard to the correction. 24. Prohibited Employment. Consultant shall not employ any current employee of City to perform the work under this Agreement while this Agreement is in effect. 25. Costs. Each Party shall bear its own costs and fees incurred in the preparation and negotiation of this Agreement and in the performance of its obligations hereunder except as expressly provided herein. 26. Documents. Except as otherwise provided in “Termination or Abandonment,” above, all original field notes, written reports, Drawings and Specifications and other documents, produced or developed for the Project shall, upon payment in full for the services described in this Agreement, be furnished to and become the property of the City. 27. Organization. Consultant shall assign Daniel Bartelson as Project Manager. The Project Manager shall not be removed from the Project or reassigned without the prior written consent of the City. 28. Limitation of Agreement. This Agreement is limited to and includes only the work included in the Project described above. 29. Notice. Any notice or instrument required to be given or delivered by this Agreement may be given or delivered by depositing the same in any United States Post Office, certified mail, return receipt requested, postage prepaid, addressed to the following addresses and shall be effective upon receipt thereof: CITY: City of San Bernardino Vanir Tower, 290 North D Street San Bernardino, CA 92401 Attn: “City Manager” CONSULTANT: Evan Brooks Associates, Inc. 2824 E. Foothill Boulevard Pasadena, CA 91107 Attn: Hal Suetsugu President – Managing Partner 16.d Packet Pg. 394 11 With Copy To: City of San Bernardino Vanir Tower, 290 North D Street San Bernardino, CA 92401 Attn: City Attorney 30. Third Party Rights. Nothing in this Agreement shall be construed to give any rights or benefits to anyone other than the City and the Consultant. 31. Equal Opportunity Employment. Consultant represents that it is an equal opportunity employer and that it shall not discriminate against any employee or applicant for employment because of race, religion, color, national origin, ancestry, sex, age or other interests protected by the State or Federal Constitutions. Such non-discrimination shall include, but not be limited to, all activities related to initial employment, upgrading, demotion, transfer, recruitment or recruitment advertising, layoff or termination. 32. Entire Agreement. This Agreement, including Exhibit “A,” represents the entire understanding of City and Consultant as to those matters contained herein, and supersedes and cancels any prior or contemporaneous oral or written understanding, promises or representations with respect to those matters covered hereunder. Each Party acknowledges that no representations, inducements, promises, or agreements have been made by any person which are not incorporated herein, and that any other agreements shall be void. This is an integrated Agreement. 33. Severability. If any provision of this Agreement is determined by a court of competent jurisdiction to be invalid, illegal, or unenforceable for any reason, such determination shall not affect the validity or enforceability of the remaining terms and provisions hereof or of the offending provision in any other circumstance, and the remaining provisions of this Agreement shall remain in full force and effect. 34. Successors and Assigns. This Agreement shall be binding upon and shall inure to the benefit of the successors in interest, executors, administrators and assigns of each Party to this Agreement. However, Consultant shall not assign or transfer by operation of law or otherwise any or all of its rights, burdens, duties or obligations without the prior written consent of City. Any attempted assignment without such consent shall be invalid and void. 35. Non-Waiver. The delay or failure of either Party at any time to require performance or compliance by the other Party of any of its obligations or agreements shall in no way be deemed a waiver of those rights to require such performance or compliance. No waiver of any provision of this Agreement shall be effective unless in writing and signed by a duly authorized representative of the Party against whom enforcement of a waiver is sought. The waiver of any right or remedy with respect to any occurrence or event shall not be deemed a waiver of any right or remedy with respect to any other occurrence or event, nor shall any waiver constitute a continuing waiver. 36. Time of Essence. Time is of the essence for each and every provision of this Agreement. 16.d Packet Pg. 395 12 37. Headings. Paragraphs and subparagraph headings contained in this Agreement are included solely for convenience and are not intended to modify, explain, or to be a full or accurate description of the content thereof and shall not in any way affect the meaning or interpretation of this Agreement. 38. Amendments. Only a writing executed by all of the Parties hereto or their respective successors and assigns may amend this Agreement. 39. City’s Right to Employ Other Consultants. City reserves its right to employ other consultants, including engineers, in connection with this Project or other projects. 40. Prohibited Interests. Consultant maintains and warrants that it has neither employed nor retained any company or person, other than a bona fide employee working solely for Consultant, to solicit or secure this Agreement. Further, Consultant warrants that it has not paid nor has it agreed to pay any company or person, other than a bona fide employee working solely for Consultant, any fee, commission, percentage, brokerage fee, gift or other consideration contingent upon or resulting from the award or making of this Agreement. For breach or violation of this warranty, City shall have the right to rescind this Agreement without liability. For the term of this Agreement, no official, officer or employee of City, during the term of his or her service with City, shall have any direct interest in this Agreement, or obtain any present o r anticipated material benefit arising therefrom. 41. Counterparts. This Agreement may be executed in one or more counterparts, each of which shall be deemed an original. All counterparts shall be construed together and shall constitute one single Agreement. 42. Authority. The persons executing this Agreement on behalf of the Parties hereto warrant that they are duly authorized to execute this Agreement on behalf of said Parties and that by doing so, the Parties hereto are formally bound to the provisions of this Agreement. [SIGNATURES ON FOLLOWING PAGE] 16.d Packet Pg. 396 13 SIGNATURE PAGE FOR PROFESSIONAL SERVICES AGREEMENT BETWEEN THE CITY OF SAN BERNARDINO AND EVAN BROOKS ASSOCIATES, INC. IN WITNESS WHEREOF, the Parties have executed this Agreement as of the date first written above. CITY OF SAN BERNARDINO Approved By: Teri Ledoux Acting City Manager Approved as to Form: ****Approved Form**** Gary D. Saenz City Attorney Attested By: Georgeann Hanna, MMC City Clerk CONSULTANT Signature Name Title 16.d Packet Pg. 397 a Strategic Grant Writing Firm NAME OF PROPOSER: Evan Brooks Associates, Inc. ADDRESS: 2824 E. Foothill Boulevard, Pasadena, CA 91107 TELEPHONE: (626) 799-8011 FAX: (888) 421-8798 WEBSITE: www.ebaplanning.com PROPOSAL DUE DATE: Thursday, January 10, 2019 PROPOSAL TIME DUE: 5 PM City of San Bernardino As-Needed Grant Writing Services PROPOSAL Exhibit "A" - Scope of Services 16.d Packet Pg. 398 ABBREVIATIONS APA: American Planning Association ARRA: American Recovery and Reinvestment Act ATP: Active Transportation Program BSEP: Bus Stop Enhancement Program BUILD: Better Utilizing Investments to Leverage Development CA MUTCD: California Manual on Uniform Traffic Control Devices CAC: Community advisory committee Caltrans: California Department of Transportation CalRecycle: California’s Department of Resources Recycling and Recovery CDBG: Community Development Block Grant CMAQ: Congestion Mitigation and Air Quality Management CNG: Compressed natural gas DBE: Disadvantaged Business Enterprise EBA: Evan Brooks Associates, Inc. EECBG: Energy Efficiency and Conservation Block Grant EEM: Environmental Enhancement and Mitigation EIR: Environmental Impact Reports EPA: Environmental Protection Agency FHWA: Federal Highway Administration FTA: Federal Transit Administration GHG: Greenhouse gas GIS: Geographic information systems GOR: Grant Opportunities Report HBRRP: Highway Bridge Replacement and Rehabilitation Program HPP: High Priority Projects HSIP: Highway Safety Improvement Program IAP2: International Association for Public Participation IS: Initial Studies LADOT: Los Angeles Department of Transportation Metro: Los Angeles County Metropolitan Transportation Authority Midpen: Midpeninsula Regional Open Space District MND: Mitigated Negative Declarations MSRC: Mobile Source Reduction Committee NEOP: Nutrition Education and Obesity Prevention NTP: Notice-to-Proceed OTS: Office of Traffic Safety QA/QC: Quality Assurance/Quality Control RFP: Request for Proposal RSTI: Regional Surface Transportation Improvements SAFETEA-LU: Safe, Accountable, Flexible, Efficient Transportation Equity Act SB1: Senate Bill 1 SBE: Small Business Enterprise SCAG: Southern California Association of Governments SCAQMD: South Coast Air Quality Management District SHSP: Strategic Highway Safety Plan SR2S: Safe Routes to School SRTS: Safe Routes to School SSARP: Systemic Safety Analysis Report Program STP: Surface Transportation Program TEA: Transportation Enhancement Activities Programs TIGER: Transportation Incentive Generating Economic Recovery Program TIRCP: Transit and Intercity Rail Capital Program TOD: Transit Oriented Development WRCOG: Western Riverside Council of Governments 16.d Packet Pg. 399 CONTENTS 1. Cover Letter ............................................................................................................................1 2. Background and Project Summary ..........................................................................................3 3. Methodology .......................................................................................................................... 4 4. Staffing .................................................................................................................................11 5. Qaulifications ........................................................................................................................12 6. Fee Proposal .........................................................................................................................19 7. Insurance ..............................................................................................................................20 8. Liitgation...............................................................................................................................20 9. Other Information ..................................................................................................................20 10. Appendix ...............................................................................................................................21 16.d Packet Pg. 400 | 01PROPOSAL As-Needed Grant Writing Services January 10, 2019 Andrea M. Miller, City Manager City of San Bernardino 290 North D Street San Bernardino, CA 92401 RE: Proposal for As-Needed Grant Writing Services To the Evaluation Committee: Evan Brooks Associates, Inc. (EBA) is pleased to present our qualifications to secure and manage grant funding for projects and programs that achieve the City of San Bernardino’s (City) mission and vision. We will serve as an extension of City staff by securing grants to implement programs, projects, and City Council goals and, if needed, assist in the management of secured funding. Qualifications. Since 2010, EBA has secured $1.96 billion in grant funding for 68 cities and public agencies throughout the State of California. EBA has secured funding for a wide range of city projects, ranging from transportation, land use, and general planning grants, to parks and recreational programming, to urban greening and stormwater management projects. Our staff has secured funding from a range of grant programs, including, but not limited to: Senate Bill 1 (SB1) programs, Transit and Intercity Rail Capital Program (TIRCP), Better Utilizing Investments to Leverage Development (BUILD), Active Transportation Program (ATP), Highway Safety Improvement Program (HSIP), Federal Transit Administration’s (FTA) Transit Oriented Development (TOD), Urban Rivers, Urban Greening, and several CalRecycle programs, to name a few. Currently, EBA manages more than 40 grant writers, planners, greenhouse gas (GHG) analysts, cost estimators, funding specialists, outreach facilitators, graphic designers, illustrators, and geographic information systems (GIS) analysts for the third largest transportation agency in the nation, the Los Angeles County Metropolitan Transportation Authority (Metro). Process. EBA’s proven grant writing process has resulted in a 69.5% funding rate. Our process begins with a comprehensive funding needs analysis, in which our team meets with City department directors and elected officials to identify high-priority projects, programs, and initiatives that require funding. Our team works to identify funding opportunities to meet those needs and prepares compelling grant applications that are sound, technical, and data-driven. City staff reviews draft applications and provides nonpublic, internal data to complete and submit the application on behalf of the City. Once 2824 E. Foothill Boulevard Pasadena, CA 91107 (626) 799-8011 www.ebaplanning.com (888) 421-8798 16.d Packet Pg. 401 | 02PROPOSAL As-Needed Grant Writing Services grants are awarded, we help the City manage each grant to meet the necessary reporting requirements and reimbursement requests. Payment. Contracts and payments are on a grant-by-grant basis, in which the City has complete control on which grants to pursue. Our costs and tasks to prepare and submit each grant will be detailed in our Notice-to-Proceed (NTP). The NTP provides the City an overview of our process for that particular grant. As grant writing often requires specific expertise, we will also provide qualifications of technical staff members who will assist in developing portions of the grant. This may include architects, arborists, water resources engineers, and other specialized professional staff. The NTP will also include a not-to-exceed cost. An official authorized to sign contracts on behalf of the City will be required to sign the NTP before we begin work. Expertise. We are prepared to assist the City with the following RFP-requested categories: 1. Capital Improvement and Public Works Infrastructure Development Projects 2. Active Transportation/Mobility 4. Public Safety 5. Energy Efficiency and Sustainability 7. Parks and Recreation Programs EBA is a California Corporation with one office location in Pasadena, CA (address on first page). We have read, understand, and will comply with all RFP instructions and requirements. We acknowledge receipt of the “Questions and Answers” document. The proposal price shall remain valid for a period of 180 days from the date of submittal. As President-Managing Partner, I am the single point-of-contact. Please feel free to contact me via telephone (626) 799-8011 or via email at hal@ebaplanning.com. We look forward to hearing back from the City. Best regards, Mr. Hal Suetsugu, President - Managing Partner Evan Brooks Associates, Inc. 16.d Packet Pg. 402 | 03PROPOSAL As-Needed Grant Writing Services UNDERSTANDING The City is seeking to select several grant writing firms to serve on an on-call bench to prepare City grant applications. The City reserves the right to choose any consultant on the list to prepare identified grants. Work tasks include, but are not limited to: • Developing action plans (e.g., providing a memo detailing our plan of action to complete each grant application and identifying required City commitments) • Developing scopes of work (e.g., explaining the work to be performed for each grant application, including key personnel duties, project milestones, reports, deliverables, and end products that are expected to be provided by the City) • Uniting and serving as the liaison with strategic partners (e.g., working with school districts, non-profits, community-based organizations, and other agencies to gain their support and commitment for grant projects) • Adhering to grant guidelines, evaluation criteria, and best practices to avoid disqualification • Assisting in budget development and providing budget recommendations to increase likelihood of funding • Providing quality assurance and quality control (QA/QC) of each grant applications to ensure consistency and completeness • Researching all required information and developing graphic materials to support each grant application • Providing fees and costs to prepare each grant application on a task order basis and be willing to negotiate fees with the City and adhering to final budget. OBJECTIVES Our primary objective is to ensure City satisfaction with our performance in providing turnkey grant writing and management services. We will serve as on-call grant advisors and prepare context-sensitive applications that are supported by stakeholders and include illustrations and subject matter expertise. Being on several on-call grant writing contracts throughout the Western United States, we will serve as an extension of staff through frequent and regularly scheduled phone calls, emails, and by flying to our client’s location for in-person meetings and to tour/photograph project sites. We are fully prepared to build a sustainable grant management program to achieve a high return- on-investment throughout our contract.  »Providing fresh perspectives and expertise »Applying our lessons learned from our team’s grant writing experiences »Seeking to understand your City’s goals, finances, and stakeholder relationships and working to support and strengthen all of them Our Objectives? To move your projects forward by partnering with the City and: 2. BACKGROUND AND PROJECT SUMMARY 16.d Packet Pg. 403 | 04PROPOSAL As-Needed Grant Writing Services IMPLEMENTATION PLAN Task 1. Project Management 1.1 Project Kick-off Meeting Project Manager, Daniel Bartelson, and Project Principal, Hal Suetsugu, will attend the City’s project kick-off meeting. The meeting will be a time to discuss the entire understanding of the scope of work required, City objectives/vision/ goals, project management procedures, as well as issue mitigation and protocols. Deliverables: Agenda and Meeting Minutes provided three days before/after meeting 1.2 Regular Meetings and Communication The Project Team will attend as-needed meetings, via teleconference, or in-person as requested by the City. Meeting frequency shall be established during the project kick-off meeting. These meetings will be a time to discuss project status, budget, review materials and data, introduce fresh ideas and new perspectives, and address any potential issues. Deliverables: Agenda and Meeting Minutes provided three days before/after meeting; Ongoing calls/emails 2. Funding Needs Analysis Using our collected information from the kick- off meeting, we will prepare a draft Funding Needs Analysis report. The report will include: (1) the dollar amount of additional funding needed to implement individual projects, (2) prioritization of proposed future projects based on existing project budgets and funding levels, and (3) identification of several grants that align with City projects/needs. We understand most cities prefer grants with no match requirements; however, we do not want to limit options. Therefore, our report will also identify current funding sources (excluding general funds) that can be used for grants that require local match. The report will allow the City to ensure we are on the correct path and help us determine which grant programs best suit your needs. Deliverables: Draft Funding Needs Analysis report 3. Grant Opportunities Research Utilizing the Funding Needs Analysis report, we will prepare and submit quarterly, customized Grant Opportunities Reports (GORs). The GOR identifies potential funding opportunities, including but not limited to Federal, State, local, foundation, and private grants that can be used to fund and implement City projects. The GOR will provide crucial information on the viability of each grant in relation to the time and resources required to pursue and manage it. A sample GOR is included in Appendix 1. Ensuring the City is aware of opportunities early (preferably before the RFP is released) is critical to the development of competitive applications that get funded. Therefore, in addition to quarterly grant reporting, we will present City staff with viable grant opportunities by email or telephone as grants become available. Deliverables: Quarterly GORs; Ongoing calls/ emails with additional grants as they become available. 4. Proposal Development As each grant application has different requirements, we will present the City with individualized scopes of work and costs to prepare 3. METHODOLOGY SECTION 16.d Packet Pg. 404 | 05PROPOSAL As-Needed Grant Writing Services each grant application in our Notice-to-Proceed (NTP). Upon an approved NTP, our staff will prepare and submit the grant application. Our typical scope of grant writing activities is presented in Figure 1 below and generally includes the following: Project Development 4.1 Review Guidelines and Identify Strategic Partnerships Application requirements, guidelines, and evaluation criteria will all be reviewed in-depth. A full and comprehensive understanding of grant guidelines and the application is necessary and will guide project development, as well as application preparation and submittal. We will prepare a detailed memo and checklist for distribution amongst all relevant team members. The checklist will list all items required for the application (including identification of who will prepare the item and what, if anything, we need from the City). Examples include executed signature pages and approved resolutions. The checklist will include any laws, rules, regulations, and statutes that you must comply with before grant submittal, during the application review process, and upon/after award. We will also prepare a timeline of important dates set by the funding agency for application submittal and internal deadlines. We will meet with the City to develop the project scope, schedule, and budget information that will be used in the grant application. We will recommend ideas to strengthen your project to increase the competitiveness of your City’s application. Project Development Data Collection and Review Grant Preparation Draft Review Finalization and Submittal Project Management | Quality Assurance and Control • Timeline/ Schedule of Important Dates • Checklist of Required Deliverables/ Assigned Personnel • Project Scope • Project Schedule • Project Budget • Project Partners (Strategic Partnerships) • Review local policies and grant guidelines to ensure consistency/ compliance • Collect applicable data • Review existing City plans/policies/ draft plans • Align plans/ policies with grant guidelines • Prepare application • Develop GIS maps • Prepare conceptual designs • Prepare graphic elements • Prepare funding plan • Collect digital photos • Prepare required technical documents • Provide City with draft letters of support • Prepare and obtain signatures • Independent Internal Quality Assurance and Control (QA/QC) • Provide City with draft application • City to provide EBA with one (1) set of written comments • Incorporate City comments • Final QA/QC • Prepare required number of copies • Submit application per grant program guidelines • Mail hard copy and electronic copy of completed application to City Figure 1. Grant Application Development Process 16.d Packet Pg. 405 | 06PROPOSAL As-Needed Grant Writing Services Strategic partnerships with school districts, nonprofits, and regional/local agencies shows evaluators the City has the necessary partnerships in place to make the proposed project a reality. Therefore, we will assist the City by vetting and recommending strategic partners to the City. Then, upon approval, our team will serve as an extension of City staff and facilitate interactions between the City and the identified strategic partner(s). Data Collection and Review 4.2 Project Area Characteristics Every single project will include a scan of the area in which that project proposes to be implemented. This scan will identify important area characteristics that will allow for a clear understanding of current issues and development of proposed recommendation and implementation. This task will help our team maximize the cost-benefit of each project, while paying close attention to addressing the existing concerns of that location. The information obtained through the scans will be used by team members to support project justifications going forward, and will be incorporated into maps, charts, data graphics, and other project application materials where reasonably necessary or useful. 4.3 Project Area Photos Project area photos are often a necessary component of grant applications that illustrate the need for the project in a very succinct way. Any available photographs from the City will be collected and considered, but we typically perform comprehensive photography of all project areas to fully document local conditions. By doing so, our grant applications will clearly tell the story about local need for the project and the positive impact that the proposed project will have in the area. 4.4 Modeling and Analysis As deemed necessary, our project team may include subject matter experts (pre-approved by the City), such as architects, economists, or information technology experts. Use of subject matter experts will assist our team in running forecasting models and analyzing project impacts. The goal of this process is to provide quantitative data and baseline measurements for the proposed project or program. Including experts early in the grant writing process will yield a more fine- tune narrative that is backed by sound technical We are prepared to obtain photographs that demonstrate project needs. The photos above were used in separate applications for the City of Compton to depict a dangerous bus stop and illegal trash disposal on city streets. City of Compton PHOTOS OF EXISTING CONDITIONS CalRecycle Illegal Disposal Site Abatement Grant Program | August 2016 A Citywide Problem Illegal dumping is a citywide problem in the City of Compton. As shown in the image to the left, large wooden drawers and bookcases are strewn alongside a pedestrian crossing. Residential Areas Various places and programs exist to haul away and remove trash, yet illegal dumping frequently occurs in residential areas, with residents placing large pieces of trash on sidewalks and City streets. A strong educational and community outreach is clearly needed. No Parking Businesses and City facilities feel the ramifications of illegal dumping too. As shown on the left, parking for employees is blocked by couches and other trash. 16.d Packet Pg. 406 | 07PROPOSAL As-Needed Grant Writing Services judgment and reasoning. For projects which require transportation modeling and analysis, such as ATP and HSIP, our project team will utilize available databases and resources, such as TIMS and SWITRS as well as coordinate with local law enforcement to ensure that accurate and complete data is utilized to evaluate conditions. Current data about the levels of local crash data and volume will assist in determining what project impacts in that area. 4.5 Letters of Support An important component of grant applications is proof of sponsorship and community support. Our team frequetly obtains letters of support from city councils, community groups, neighborhood councils, business improvement districts, local business owners, advocacy groups, property owners, and developers so that the evaluating body will see that all the necessary support is in place to implement the proposed projects. 4.6 Perform Any Necessary Public Outreach We typically assume that most or all necessary public outreach has been performed sufficiently; however, we are prepared to coordinate cost- effective public outreach efforts with the City, stakeholders, and advocacy groups before finalizing and submitting the final grant application. Outreach efforts enable us to partner with local advocacy groups and to communicate effectively with community partners. 4.7 Demonstrate Consistency with Existing Plans and Policies This is an important task, and can require in-depth review of a wide range of existing city elements, such as land use, transportation, sustainability, public health plans, and policies. Undertaking such a review allows us to demonstrate that not only does the project have the support of community members; it is also supported by official policy and largely consistent with regional plans. By doing so, we will demonstrate how the project will help interested agencies and parties meet regional goals. 4.8 Create Maps and Layouts Maps are an easily-accessible and visually stimulating format for presentation of information. Therefore, we will work with our in-house graphic designers and cartographers to develop maps that illustrate the extent of each project, surrounding land use, previous safety concern sites, activity centers, and any other local features necessary to support and demonstrate project needs. We will also show the project’s relation to disadvantaged communities. These are important pieces of information to include as applications for projects serving disadvantaged communities typically score higher in the evaluation process, translating into greater success rates. We will complete the majority of this information in ArcGIS and save each map as a PDF so that maps can be included in final applications and used by the City for future purposes. 4.9 Provide Supporting Data Applications will cite and include any necessary documentation supporting claims of project benefits, but will do so in a way that makes them engaging and easily readable, bearing in mind that applications are typically scored by both experts and volunteers. 4.10 Additional Grant Requirements Concept Designs: Some project applications, by nature, will benefit from concept design art that shows grant reviewers an engaging image of what a complete project will look like. Our extensive experience with creating technical drawings during past work for applications will allow us to provide clear and concise concept level plans and cross-sections. Photosimulations: Like concept designs, we recognize that photo-simulations improve grant 16.d Packet Pg. 407 | 08PROPOSAL As-Needed Grant Writing Services application scores, particularly in cases with innovative project elements. Our extensive experience using existing photographs and digitally adding project improvements to the image to show the ‘after’ condition to grant reviewers will significantly enhance grant applications. Counts: Bicycle, pedestrian, and vehicular counts provide real data that can be used to assess project impacts. We frequently provide these services to justify transportation improvement projects. Warrants: Where necessary, we can prepare warrant justifications for new stop signs, traffic signals, or crosswalks, including carrying out necessary fieldwork and technical analysis. Deliverables: Checklist for grant applications; Existing conditions for all areas, such as bicycle Page 2 of 2 BALDWIN PARK- ARROW HIGHWAY IMPROVEMENT PLAN Existing conditions on east segment of Arrow Highway Phase 1. Simulated bike lane and pedestrian improvements Phase 2. Simulated new retail/commercial development Page 2 of 2 BALDWIN PARK- ARROW HIGHWAY IMPROVEMENT PLAN Existing conditions on east segment of Arrow Highway Phase 1. Simulated bike lane and pedestrian improvements Phase 2. Simulated new retail/commercial development and pedestrian data and aerial and field photos; Letters of support for each project; Summary of public outreach or outreach update plan and new public outreach, if necessary; Summary of data analysis; Summary and mapping of each projects; Future projections with/without project; Planning document and policy consistency information for each project; Maps, such as regional map, project location, activity centers, highway safety improvements facilities, bicycle/pedestrian facilities, income, socio-economic, demographic, and collision information; Project concept design drawings for each project including plans, sections, sketches and countermeasure prototypes; Cost Estimates for each project, including breakdown by funding source for each project; and benefit/cost tool conclusions for each project Task 5. Grant Preparation and Draft Review 5.1 Develop Preliminary Draft Applications We will begin preparing the draft grant application packages, incorporating information collected and organized during the various information collection sub-tasks in Task 4. We will independently review all applications through our internal Quality Assurance/Quality Control process. We will then submit a text copy to City staff, so that City staff can review the actual message and wording of the application. These photosimulations were used to showcase the City of Azusa’s proposed project, which included infill development and pedestrian/bicycle improvements. 16.d Packet Pg. 408 | 09PROPOSAL As-Needed Grant Writing Services 5.2 Craft a Succinct and Compelling Case for the Project A critical component of every application is a compelling narrative that explains local and regional need for the proposed project to address the identified problem. Our team is experienced in crafting these compelling narratives by using engaging language and storylines to develop compelling grant applications. 5.3 Semi-Draft Review Phase When our team has finished drafting and revising a draft text, we will upload the text of the application onto a file sharing service so that City staff can read and offer comments on the contents of the application. This allows City staff to review the draft application earlier in the process, and without all the additional components of an actual application. After receiving and implementing any feedback on the text of the application, all draft packages will be prepared to fit the granting agency’s template. 5.4 Meet with City to Discuss Application Drafts Our team is prepared to meet with City staff via teleconference, or in-person, to discuss comments and concerns about full-draft applications. We will formally note all comments, suggestions, and actions taken as a result, so that City staff will be able to see how concerns are being addressed. This will allow all parties involved to collaborate easily and effectively in application development, and provide a transparent and effective channel for resolution of conflicting opinions as to application components. Deliverables: Complete Project Draft Applications; Attendance at review meetings – as needed Task 6. Finalize Draft Applications 6.1 Modify Applications Based on Feedback All applications will be updated to reflect feedback arising from City staff reviews of text draft and full draft applications. All notes from meetings and comments received will be compiled in a table format so that our team is able to easily see what alterations need to be made to application drafts and so that other involved parties can easily review how those concerns were addressed. 6.2 Compile and Send Final Application Packages Our team of experts will compile the finalized application package, bringing together all written sections, photos, charts, maps, and other graphic components into a single document. We will prepare the package in a single PDF document to enable convenient review and location of information. Completed application packages will be sent to the City for final oversight and all necessary signatures from the relevant executives and project members. This step can be accomplished either by sending and signing hard copies of the application, electronic delivery and signature, or through the familiar file sharing service, as preferred. All final revisions identified by City in the final review stage will be made. Project applications will then be printed and prepared with tables of contents, labeled dividers, and professional binding, after which final applications will be submitted. Deliverables: Final project applications in electronic and printed form for the City and granting agency CITY REQUIREMENTS Upon an approved NTP, the City will be provided a checklist of items required to be provided to our team. Examples include: signature pages/ approved resolutions; City comments on draft grant applications; and other non-publicly available City materials and/or information. We will ensure your narrative is strong, support documents are cohesive, and most importantly, your entire application tells a compelling story. 16.d Packet Pg. 409 | 10PROPOSAL As-Needed Grant Writing Services CITY SATISFACTION As described in the Implementation Plan, we will achieve client satisfaction by satisfying the requirements of the RFP’s Scope of Work and providing value-added services (see Appendix 2). In addition, we will utilize customer satisfaction (CSAT) surveys. CSATs ensure we are meeting the City’s needs and fulfilling our objectives. We have implemented CSATs with several clients with great success (see Appendix 3). SCHEDULE Staff members are each assigned a specific role and concurrently work on deliverables, bringing our total grant writing time to approximately 4 weeks (see Figure 2 below). Our staff can expedite grant applications to a 1-2 week time frame, particularly in cases where the project information is similar to completed grant applications for which we have access. As each application is unique, we will create a more thorough time frame on a per grant basis. WEEKS 1 2 3 4 PROJECT MANAGEMENT Project Kick-off Meeting Regular Meetings, Communication, and Developing Strategic Partnerships PROPOSAL DEVELOPMENT Project Area Characteristics Modeling and Analysis Letters of Support Project Area Photos Demonstrate Consistency with Existing Plans and Policies Create Maps and Layouts GRANT PREPARATION & DRAFT APPLICATIONS Develop Preliminary Draft Applications Semi-Draft Review Phase CITY FINALIZE DRAFT APPLICATIONS Modify Applications Based on Feedback Compile Final Application Packages Send Final Application Package to City Final Corrections and Application Binding Submit Application to Funding Agency Figure 2. Typical Grant Writing Schedule 16.d Packet Pg. 410 PROPOSAL As-Needed Grant Writing Services| 11Quality Assurance and Quality Control (QA/QC) Hal SuetsuguGrant Application Development John Gahbauer, MPP, MBA Jenna Tourjé, AICP, IAP2 Lindsey R. Kiner, AICP Lauren C. Mullarkey-WilliamsFunding/Economic AnalysisHector RamirezTerry MatsumotoGHG/EnvironmentalDouglas KimGISJorge ZarzaScott LopezUrban/Graphic DesignLarry OnagaWilliam ImperialProject Manager Daniel Bartelson, MBA, MPA40%85%60%Team Members% AvailableCurrent Projects• La Verne On-Call Grant Writing (PM)• Grand Terrace On-Call Grant Writing (PM)• Richmond On-Call Grant Writing (PM)• Metro Grant Writing Contract• On-Call Contracts - Richmond - Midpen • Metro Grant Writing (PM)• Pasadena Allen Avenue Project• Business Development• Burbank ADU Planning Project• Metro Grant Writing Contract• On-Call Contracts - Richmond - Midpen85%4. STAFFINGLIST AND CURRENT AVAILABILITYA fully integrated team has been assembled for this effort. The following list provides an outline of the management structure and indicates availability of staff. Our team is more than 50% available to assist the City with applications. Resumes for the project manager and key staff are included in Appendix 4. ManagementGrant WritersSupport Key Personnel(not subject to change without City approval)16.d Packet Pg. 411 | 12PROPOSAL As-Needed Grant Writing Services 5. QUALIFICATIONS ABOUT EBA EBA is a place where creativity, passion, and experience converge. We bring together a collaborative and creative group of professionals to assist public agencies in achieving their desired capital program, operations efficiency, and project development goals. By infusing grant applications with context-sensitive planning, outreach, graphic design, illustrations, and subject matter experts, our team has helped shape communities across Southern California – developing safe, sustainable, livable communities with mobility choices. In 8 years, EBA has been successful in securing $1,961,604,699 in private, foundation, local, State, and Federal grant funding for 68 cities and regional planning agencies in California. We have also helped save roughly $44 million in grant funds for cities who failed to comply with grant guidelines or simply did not invoice. CAPABILITIES Our team has managed 282 grants and grant-funded projects. As such, we have a wide range of expertise — from the initial planning phase through environmental compliance and implementation — shown below. OFFICE 2824 E. Foothill Blvd. Pasadena, CA 91107 TYPE OF FIRM California Corporation (established 2010) SPECIAL DESIGNATIONS Small Business Enterprise (SBE) Disadvantaged Business Enterprise (DBE) SUBCONSULTANTS None proposed. KEY STAFF See previous section. “To plan is human, to implement, divine.” - Janette Sadik-Khan, Streetfight Grant Funding Obligation Environmental Services Programming of Funds Allocation Requests Grant Progress Reporting, Quarterly Reporting, and Auditing Field Review and Documentation Forms CEQA/NEPA Air Quality and Greenhouse Gas Assessments Initial Studies (IS) Negative Declarations, or Mitigated Negative Declarations (MNDs) Environmental Impact Reports (EIRs) Planning Funding Needs Analysis Grant Funding Research Grant Application Development Cost Estimation and Budgeting Graphic Design/ Illustrations Grant Administration Grant Writing Site Planning and Access Analysis Initial Planning Studies, Feasibility Studies and Alternatives Analysis Mobility Planning Greenway Planning and Design Community Outreach G R A N T STRATEGY POST GRANT AWARD COMPL I A N C E 16.d Packet Pg. 412 | 13PROPOSAL As-Needed Grant Writing Services CLIENTS Our firm has worked with 68 cities and public agencies located in 9 counties throughout the State of California (see Appendix 5). Distance is not a concern, as we employ a variety of tools to maintain consistent and frequent contact with each client. Tools include web conferencing applications, online file sharing sites, email, phone, and fax. We also frequently travel to client cities (cost included) to meet with city staff, capture images, tour sites, obtain outreach feedback, and collect data that will strengthen a grant application. GRANT TYPES Currently, EBA processes approximately 31 private, foundation, local, State, and Federal grants yearly for our clients. Each client has different goals and objectives. Consequently, we have experience preparing a wide variety of grants. See Appendix for a list of grant applications we have prepared in the past. FUNDING RATE We have a 69.5% funding rate (see Figure 3). Our team will use all of our resources to strengthen each application because we recognize our name and reputation is also on the line. We do not “cherry pick” specific projects that we know are going to score well to maintain our own record. Rather, we advise our clients on which of their projects are best suited for each program and provide all the facts up-front. We leave it up to our clients to make the “go” or “no- go” decision on whether to pursue the grant. See Appendix for areas of expertise. EXPERIENCE Table 1 includes similar bench contracts held by EBA. Our team of AICP-certified planners have worked on a wide number of projects, many of which include grant writing, management and lobbying activities. See Appendix 6 for additional experience. Project profiles are on the next pages. Awarded 169 Pending 21 Non-Award 74 264 GRANTS WRITTEN 69.5% FUNDING RATE (NOT INCLUDING PENDING) Figure 3. Funding Rate CLIENT COUNTY/STATE City of Banning Riverside County, CA City of Compton Los Angeles County, CA City of Eugene Lane County, OR City of Grand Terrace San Bernardino County, CA City of Lake Forest Orange County, CA City of La Verne Los Angeles County, CA City of Monrovia Los Angeles County, CA City of Oakland DOT Oakland County, CA County of Orange Orange County, CA City of Palmdale Los Angeles County, CA City of Paramount Los Angeles County, CA City of Pasadena DOT Los Angeles County, CA City of Richmond Contra Costa County, CA City of Santa Ana Orange County, CA City of West Sacramento Yolo County, California City of West Hollywood Los Angeles County, CA Western Riverside Council of Governments Riverside County, CA Midpen San Francisco Bay Area, CA Table 1. On-Call Contracts: Grant Writing (NON-COMPREHENSIVE) 16.d Packet Pg. 413 | 14PROPOSAL As-Needed Grant Writing Services Grant Application Assistance  2016-Current, on schedule and on budget  Los Angeles County Metropolitan Authority (Metro) Since 2016, EBA has provided Metro with grant writing services, including preparation of grant applications and materials development (e.g. mapping), as well as cultivating stakeholder relationships to gain support for project applications. Through our contract, our associates write all types of State and Federal transportation grant applications, including: • ATP grants, • TIRCP grants, and • SB1 infrastructure and planning grants. Project applications largely involve transportation planning, greenway/trail development, bicycle and pedestrian connections, and complete streets improvements. As of April 2018, we have been successful in securing more than $1 billion for Metro and cities who request grant writing assistance from Metro. PROJECT HIGHLIGHTS »Grant Writing »Grant Advisory »Benefit-Cost Analysis »Contact: Patricia Chen, Transportation Planning Manager - Email: ChenP@ metro.net Phone: (213) 922- 3041 STAFFING Daniel Bartelson (Project Manager) Hal Suetsugu (Project Director) Writers (Jenna Tourje, Lindsey Kiner, John Gahbauer) Jorge Zarza (GIS Mapping) Hector Ramirez (Cost Estimator) CONTRACT VALUE (2016): $717,531 (2018-Current): $2.1 MILLION TOTAL FUNDS SECURED: $61.4 MILLION TOTAL REQUESTED: $90.4 MILLION OUR TOTAL COST: $717,531 23,955% ATP RESULTS (2016) TOTAL FUNDS SECURED: $172.6 MILLION TOTAL RETURN ON INVESTMENT (2016) Pedestrian Realm Travel Lane Travel Lane Parking Travel Lane Pedestrian Realm Travel Lane Parking Street F u r n i t u r e Street L i g h t i n g Wayfin d i n g S i g n a g e Pedest r i a n S c a l e L i g h t i n g Pedestrian Walkway PEDESTRIAN REALM 77+23+NTOTAL REQUESTED $1.42 BILLION TOTAL FUNDS SECURED: $1.08 BILLION TIRCP FUNDING RESULTS (2018) SB1 FUNDING RESULTS (TCEP, LPP, AND SCCP 2018)73+27+NTOTAL FUNDS SECURED: $703 MILLION OBTAINED 27% SHARE OF AVAILABLE FUNDING OBTAINED 77% OF REQUESTED FUNDING OBTAINED 68% OF REQUESTED FUNDING 16.d Packet Pg. 414 | 15PROPOSAL As-Needed Grant Writing Services Grand Terrace On-Call Grant Writing and Funds Management  2017-Current  City of Grand Terrace, CA Located in San Bernardino County, the City of Grand Terrace is primarily a bedroom community and boasts one of the highest median incomes in the Inland Empire. In working with the City over the past year, EBA has written 4 grants (3 of which were funded) totaling $1 million, which include: • California Parks and Recreation’s Habitat Conservation Fund for a Trail and Trailhead Development at Blue Mountain ($212,522) • Caltrans’ HSIP for Advanced Speed Warning and Intersection Improvements ($435,700) • Caltrans’ HSIP for Intersection Safety Improvements ($793,800) EBA also prepared and submitted a concept proposal for slope stabilization along Mt. Vernon Avenue. The concept proposal was submitted to the FEMA Hazard Mitigation Grant Program. The proposal was successful and FEMA is now requesting a full application. $1.4 MILLION SECURED PROJECT HIGHLIGHTS »Grant Writing »Funds Management »Grant Compliance »Contact: G. Harold Duffey, City Manager; Email: hduffey@ grandterrace-ca.gov Phone: (909) 824-6621 x 240 STAFFING Hal Suetsugu (Project Manager) Daniel Bartelson (Writer) Jorge Zarza (GIS Mapping) Hector Ramirez (Cost Estimator) CONTRACT VALUE: Varied on a per grant and per project basis. Compton On-Call Grant Writing Services  2012-2018  City of Compton, CA Since 2013, EBA has secured $9.6 million for the City. Funding sources and projects include, but are not limited to: • California Natural Resources Agency’s Urban Greening, which will fund the development of a pocket park ($1.2 million) • CalFire’s Urban Forestry Program, which will fund tree planting to counteract GHG emissions along a major freeway ($580,952) • FTA 5316, which will enable the City to extend bus operating hours for senior citizens ($192,174). • Caltrans ATP for two projects that will fund bicycling and pedestrian improvement facilities along two major corridors ($2.6 million). • Cal Recycle Rubberized Pavement Program, which will help to fund citywide pavement resurfacing projects ($313,660). $9.6 MILLION SECURED PROJECT HIGHLIGHTS »Grant Management/Advising »Grant Writing »Grant Compliance »Funds Management »Lobbying »Contact: John Strickland, Project Manager; Email: jstrickland@comptoncity.org 16.d Packet Pg. 415 | 16PROPOSAL As-Needed Grant Writing Services EBA also secured funding for and prepared the City of Compton’s Safe Routes to School Plan. Additionally, EBA provides funding obligation and environmental services, including preparing environmental CEQA/NEPA compliance documents. Phone: (310) 605-5505 STAFFING Hal Suetsugu (Project Manager) Daniel Bartelson (Writer) Jorge Zarza (GIS Mapping) Hector Ramirez (Cost Estimator) CONTRACT VALUE: Varied on a per grant and per project basis. Baldwin Park On-Call Grant Writing and Funds Management  2013- Current  City of Baldwin Park EBA has secured a total of $18.4 million in grant funding for the City of Baldwin Park since 2013 for various projects, including: • SCAQMD’s CMAQ funding ($733,000) • California Strategic Growth Council ($368,000) • Caltrans’ ATP for several mobility projects ($4.6 million) • Caltrans’ HSIP to increase traffic safety ($345,000) • FTA’s Safe Routes to School Program ($1.45 million), • EBA has even flown to Caltrans headquarters to successful save close to $3 million in State funds from being de-obligated due to inactivity. In addition to grant writing, EBA was also part of the funds management team responsible for managing and monitoring Federal and local transportation funds to complete the Baldwin Park Transit Center, a five-level parking structure with a pedestrian overcrossing safety bridge linking the Metrolink Station platform with City Hall and the downtown. EBA was responsible for securing grant funds from the FTA and managing the RFP/ bidding process, reimbursement process, final report, and auditing procedures. Finally, EBA provides the City with public outreach services, most recently for the City’s new shuttle service. We also secured the funding to purchase the new fleet of vehicles. $18.4 MILLION SECURED PROJECT HIGHLIGHTS »Grant Writing »Project Management »Funds Management »Grant Compliance »Lobbying »Contact: Sam Gutierrez, Director of Public Works; Email: sgutierrez@baldwinpark.com Phone: (626) 960-4011 x 460 STAFFING Hal Suetsugu (Project Manager) Daniel Bartelson (Writer) Jorge Zarza (GIS Mapping) Hector Ramirez (Cost Estimator) CONTRACT VALUE: Varied on a per grant and per project basis. La Verne On-Call Grant Writing  2012 -Current  City of La Verne EBA has secured nearly $3.5 million in grant funds for the City, 16.d Packet Pg. 416 | 17PROPOSAL As-Needed Grant Writing Services WRITING SAMPLES See Appendix for a sample grant application prepared for one of our clients. RFP-REQUESTED QUESTIONS AND ANSWERS Question 3.1: Describe your general process and typical timeline for compiling a grant application. Our general process involves five steps, outlined in Figure 1 and described in detail in Section 3, Methodology. Our typical timeline for compiling a grant application is provided in Figure 2. Question 3.2: Describe delegation of responsibilities of key personnel, if any. Identify any subject matter experts on staff. As identified in Section 4, Staffing, one project manager (Mr. Daniel Bartelson) will serve as the City’s day-to-day contact. He will be responsible for ensuring adequate staff resources during the development of each application and be charged with making certain that all final grant applications adhere to the grant guidelines. He will be supported by Principal, Hal Suetsugu. Hal (or another assigned staff member) will serve as an independent reviewer and not be involved in writing the grant. Our siloed approach will ensure every application is double, even triple checked before submittal. All other staff work together as a team to prepare each application. Question 3.3: Describe 1) the method that you would use to organize facts, data, statistics, and narrative that you collect and write and 2) the method that you would use to make those items available to the City for future use. We utilize file-sharing sites to share and store data. The City will be given access to online file-sharing site, which will store all deliverables in formats accpetable to the City. We will also develop a MEDAD/naming convention guideline for all members to follow. Naming files, folders, and all elements for this project will be consistent for the project. An example is inf_giscollision_ appname.pdf for a GIS collision data figure. This makes it easier for the City to review and save to its own database. including, but not limited to: • Caltrans HSIP ($1.9 million) for streetscape protection enhancements, signals, lighting, and median installation • Caltrans ATP ($1.5 million) to close gaps in the City’s bicycle lanes • CalRecycle Rubberized Pavement ($101,000) to repave Esperanza Avenue • MSRC’s Local Match Government Program ($365,000) for a new compressed Natural gas (CNG) fueling station • FTA’s BSEP for bus stop improvements at selected sites. EBA also presents upcoming funding opportunities that are in line with the City’s capital improvement projects and prepares environmental CEQA/NEPA compliance documents in support of grant applications. PROJECT HIGHLIGHTS »Grant Writing »Funds Management »Contact: Dan Keesey, PE, Public Works Director Email: dkeesey@ci.la-verne.ca.us Phone: (909) 596-8741 STAFFING Daniel Bartelson (Project Manager) Hal Suetsugu (Grant Writer) Jorge Zarza (GIS Mapping) Hector Ramirez (Cost Estimator) CONTRACT VALUE: Varied on a per grant and per project basis. 16.d Packet Pg. 417 | 18PROPOSAL As-Needed Grant Writing Services Question 3.4: Describe an approach you might take if you are having trouble obtaining relevant information from a stakeholder. We routinely work with clients and stakeholders that have busy schedules. We often recommend kick-off meetings with relevant stakeholders (from City staff to community members to Caltrans district representatives) to ensure buy- in and get any informational needs addressed as soon as possible. While we are highly capable of dealing with short deadlines, we generally recommend grant development processes that allow for thorough vetting and strategic planning to avoid putting ourselves – or stakeholders – in a position where one key piece of information is a make-or-break for a grant. We identify critical paths early in the process, and give that piece the attention it is due. Furthermore, we recognize that while we may have challenges in obtaining information, other resources may be more successful. Therefore, with direct communication channels with project management teams and other resources, we generally can ascertain a means of gaining needed details from that person. We also recognize that information is generally not contained in a vacuum, that is to say, more than one person can often provide information that is critical to an application. As such, we will utilize our contacts at various governmental or community-based organizations to identify other means of gaining the needed details. PROCESSES FOR ENGAGING A WRITING TEAM To ensure a well-prepared grant application, we align applications with grant writers who have the required expertise and skillset surrounding the project. For instance, a project involving mobility will likely be assigned to Lindsey Kiner, as she has extensive experience as a transportation planner. More importantly, we assign a lead writer who is passionate about the project and overall cause. In this way, we are able to craft more compelling narratives that pursuade evaluators using all types of appeals (i.e., logical, ethical, and emotional). SUBMITTAL EXPERIENCE We have prepared applications using all types of online grant management systems (GMS) and submitted applications via local, State, and Federal funding agency portals. Submittal is arguably one of the most important steps to successful grant writing. As such, we become familiar with the online application/portal at the onset of an approved NTP. We have assisted agencies register on grants.gov, prepared applications using grants.gov’s new Workspace platform, and have prepared Federal and State forms, including SF-424s for multi-million dollar grant programs, such as BUILD. Grant program applications we have experience submitting via different online portals is included in Appendix 6. BREAKDOWN OF PROJECT FUNDING BY SOURCE Funding sources of past projects can roughly be broken down as follows: 48% Federal, 46% State, 3% Private, 2% Corporate, and 1% Technical Assistance. TECHNICAL COMPETENCE We are more than grant writers and grant administrative specialists. We are a collaborative team that includes AICP-certified planners, California-registered engineers, GHG analysts, cost estimators, funding specialists, urban designers, graphic designers, and GIS analysts. We also provide community outreach staff when there is a lack of public support for projects. Our competitive capabilities and service offerings that support grant application development are provided in Appendix 2. 16.d Packet Pg. 418 | 19PROPOSAL As-Needed Grant Writing Services LOCAL EXPERIENCE AND KNOWLEDGE OF THE CITY OF SAN BERNARDINO EBA has a long-standing commitment to the Southern California Region, writing myriad grants and seeing many funded across the area – including San Bernardino County and its communities. EBA has successfully written grants for communities surrounding San Bernardino, resulting in significant experience and knowledge of the local area – from transit and infrastructure needs to economic development concerns. Further, EBA’s staff has first-hand experience within the City, having worked on former redevelopment and adaptive reuse projects at the Inland Shopping Center; as well as on funding, development, and construction of the Metrolink’s San Bernardino Train Depot. This experience lends to our abilities to understand the community’s needs, the challenges it faces, but also the opportunities that are available to the community to assist in the successful implementation of programs and projects. FISCAL STABILITY EBA is financially able to perform all scope of work services. Upon City request, EBA will furnish financial statements. 6. FEE PROPOSAL As identified within the City’s RFP, the City is requesting a flat rate fee proposal and hourly rates. Table 2 shows our proposed cost structure, which includes a monthly retainer of $1,800. Grant application development services will be billed utilizing our hourly rates. Task Description Type of Payment Total Cost per Task 1/2 Project Managment/ Funding Needs Analysis One-time fixed fee $1,500 3 Grant Opportunities Research Monthly-retainer $1,800 4/5/6 Proposal Development/ Grant Preparation and Draft Review/ Finalize Applications Hourly Rates $2,000-$15,000* Table 2. Flat Rate Fee Structure *Not-to-exceed estimate submitted to City for approval prior to work commencing. Upon the City choosing a grant to pursue or manage, EBA will provide the City with a service quote that contains a not-to-exceed estimate to prepare the application or manage the post award compliance phase. Costs for preparing grants typically range from $2,000 to $15,000, while grant administration assistance varies. Costs are based on the complexity and required technical resources per grant program. The quote will be sent to the City for approval prior to beginning work on any grant. 16.d Packet Pg. 419 | 20PROPOSAL As-Needed Grant Writing Services Labor Categories Hourly Rates President-Managing Partner $210 Project Manager $190 Assistant Project Manager $180 Grants Manager | Outreach Manager | Project Transportation Planner | Engineer | Specialist (Architect, Water Resources, etc.)* $160 Grant Writer | GIS Mapping/ Cartographer | Associate Transportation Planner | Associate Engineer $130 Research/Funds Analyst $100 Graphics /Mapping $100 Administrative Support $85 Table 3. Hourly Rates (2019) *Depends upon grant type. Specialists are typically utilized to enhance grant applications that require very specific expertise and knowledge. Resume of such specialists will be provided for City approval. 7. INSURANCE EBA accepts the Agreement terms and will secure insurance prior to working on the contract. 8. LITIGATION EBA has no litigation history. 9. OTHER INFORMATION Staffing tasks and completing projects. EBA has a demonstrated record of staffing tasks efficiently and completing projects/applications on time and within budget. As manager of several on-call contracts, our Principal, Daniel Bartelson, has been responsible for contract management, change management, QA/QC, resource allocation, conflict resolution, scoping, budgeting, scheduling, risk analysis, and negotiations. Daniel consistently utilizes skills that are imperative to effectively managing an on-call contracts and fluctuation in service. As projects or tasks are received, Daniel delegates the work based upon subject matter, complexity, and schedule milestones. He ensures that tasks are assigned to those with the necessary experience and availability for completion. Should resources need to be reallocated for these reasons, Daniel is adept at making sure the appropriate changes are made and all tasks are completed while delivering a quality product with the aid of a work load forecasting tool that includes all projects, personnel, and milestones. Community involvement. Public outreach is a powerful tool to increase a grant application’s competiveness. EBA includes staff with International Association of Public Participation Trainer (IAP2) designation, who can provide on-call outreach services to support application development. See Appendix 2 for creative ways in which we have involved communities in the past. Previous involvement. EBA has not worked with the City of San Bernardino. Conflicts of interest. EBA has no conflicts of interest. 16.d Packet Pg. 420 10. APPENDIX 1. Grant Opportunities Report (GOR) Sample: Provided to clients on a quarterly basis. 2. Competitive Capabilities: How EBA enhances grant applications. 3. Client Satisfaction: How EBA manages and ensures satisfaction with clients and related testimonials. 4. Resumes 5. Client Map: Listing of EBA clients (as of January 2019). 6. Grant Types: EBA staff experience with different types of grant programs. 7. Areas of Expertise 8. Table of Experience 9. Writing Sample: Grant application prepared by EBA staff for the City of Pico Rivera (awarded). 16.d Packet Pg. 421 APPENDIX 1. GRANT OPPORTUNITIES REPORT (GOR) 16.d Packet Pg. 422 LOOK AHEAD: Upcoming Grant Opportunities January 2019 This publication of “Look Ahead” provides a list of grant opportunities within the transportation, environmental, community development, and various other fields. For more information on any of the opportunities contained herein, please contact: Office: (626) 799-8011 Fax: (888) 421-8798 Mobile: (818) 521-9947 Email: hal@ebaplanning.com Firm Name: Evan Brooks Associates, Inc. Address: 2824 East Foothill Blvd. Pasadena, CA 91107 Website: www.ebaplanning.com 16.d Packet Pg. 423 LOOK AHEAD: Upcoming Grant Opportunities 2 Contact Us hal@ebaplanning.com (626) 799-8011 www.ebaplanning.com January 2019  California Department of Parks and Recreation: Parks and Water Bond Act of 2018 (Prop 68) Total Funds: TBD (Grant guidelines finalized in early 2019) Minimum: $200,000 Maximum: $8,500,000. Match TBD Application Due: TBD $4 billion in general obligation bonds for state and local parks, environmental protection projects, water infrastructure projects, and flood protection projects.  California Department of Fish and Wildlife: Rivers and Streams Restoration Grants (Prop 68) Total Funds: Up to $22 million in total Proposition 68 funds Minimum: $200,000 Maximum: $8,500,000. Match TBD Application Due: TBD These funds are available to restore rivers and streams in support of fisheries and wildlife, including, but not limited to, reconnection of rivers with their floodplains, riparian and side -channel habitat restoration activities, and restoration and protection of upper watershed forests and meadow systems that are important for fish and wildlife resources (PRC §80132[d]). Examples of projects include, but are not limited to: restoring, protecting, or enhancing habitat; reconnecting historical floodplains; installing or improving fish screens; modernizing stream crossings, culverts, and bri dges; providing fish passage; acquisition of conservation easements for riparian buffer strips from willing sellers; improving local watershed management; restoration and protection of upper watershed forest and meadow systems; and removing sediment or trash.  California State Parks Office of Grants and Local Services (OGALS) – Statewide Park Program (SPP) (Prop 68) Total Funds: $254,942,000 million Minimum: $200,000 Maximum: $8,500,000 No match required Applications Due: Nov-Dec 2018: Finalizing Draft Guidelines; Early 2019: 15 application workshops will be offered statewide; February 15, 2019: Applications Due (tentative to change to Summer 2019 depending on public comments received regarding the draft grant guidelines). Statewide Park Program (SPP) competitive grants will create new parks and new recreation opportunities in critically underserved communities across California. A project must involve either development or a combination of acquisition and development to: 1. Create a new park, or 2. Expand an existing park, or 3. Renovate an existing park In addition, a project must include at least one recreation feature to be eligible. Examples include aquatic centers, athletic fields, community gardens, outdoor gym equipment, public art, amphitheaters, etc. 16.d Packet Pg. 424 LOOK AHEAD: Upcoming Grant Opportunities 3 Contact Us hal@ebaplanning.com (626) 799-8011 www.ebaplanning.com February 2019  Affordable Housing Sustainable Communities (AHSC) Grant Program Total Funds: $TBD Minimum: $1 Million Maximum: $20 Million Application Due: February 11, 2019 The AHSC Program will fund integrated land use and transportation projects supporting low-carbon transportation options. Promoting mode shift to low-carbon transportation will require strategies that link residential areas, major employment centers and other key destinations to accessible, reliable, affordable, safe and comfortable transit and active transportation options.  California Natural Resources Agency: Cultural, Community and Natu ral Resources Grant Program (Prop 68) Total Funds: $TBD Minimum: None Maximum: None No match required, but those with significant matches will be prioritized Application Due: Concept Proposal due February 13, 2019. Full application due March 18, 2019. Proposition 68 authorized the Legislature to appropriate $40 million to the California Natural Resources Agency for competitive grants that protect, restore, and enhance California’s cultural, community and natural resources. It is the intent of the people of California that projects funded by Proposition 68 result in public benefits addressing the most critical statewide needs and prio rities for public funding as well as improve a community’s ability to adapt to the unavoidable impacts of climate change; improve and protect coastal and rural economies, agricultural viability, wildlife corridors or habitat; develop future recreational opportunities; or enhance drought tolerance, landscape resilience, and water retention.  California Energy Commission Zero-Emission Vehicle Infrastructure Manufacturing Grant Program Total Funds: $10,000,000 Minimum: None Maximum: $2,000,000 50% match required Application Due: February 21, 2019 The California Energy Commission’s (Energy Commission’s) Alternative and Renewable Fuel and Vehicle Technology Program (ARFVTP) provides grant funds for projects that will support the manufacture of zero-emission vehicle (ZEV) and ZEV infrastructure technologies. The purpose of this grant is to support supply chains in California that manufacture ZEVs and ZEV infrastructure technologies. These technologies will be deployed in -state to meet the state’s goal of 5 million ZEVs on the road by 2030. Co-benefits of this investment in California’s ZEV and ZEV infrastructure supply chains are technologies that reduce greenhouse gas emissions, improve air quality, and stimulate economic and business development. 16.d Packet Pg. 425 LOOK AHEAD: Upcoming Grant Opportunities 4 Contact Us hal@ebaplanning.com (626) 799-8011 www.ebaplanning.com  California ReLeaf Social Equity Tree Planting Grant Program Total Funds: TBD Minimum: None Maximum: $10,000 to $25,000. 25% match required Application Due: February 2019 California ReLeaf provides grant programs that meet the critical need of creating and sustaining healthy communities in California by providing funding for an array of urban forestry efforts from education and outreach to tree-planting. The Social Equity Tree Planting gran t program provides funding for tree planting projects for disadvantaged communities. The program is funded via the California Department of Forestry and Fire Protection (CAL FIRE). All projects must reduce greenhouse gasses, and provide benefit to disadvantaged communities, as defined by CalEnviroScreen. March 2019  Storm Water Grant Program (Prop 1) Total Funds: TBD Minimum: TBD Maximum: Planning grant amount ranges from $50,000 to $500,000. Implementation grant amount varies from $250,000 to $10,000,000. 50% match required Application Due: Spring 2019 Prop 1 (Water Quality, Supply, and Infrastructure Improvement Act of 2014) was approved by California voters on November 4, 2014. Among other funds, Prop 1 provided $200 million for matching grants to public agencies, nonprofit organizations, public utilities, state and federally recognized Indian tribes, and mutual water companies for multi-benefit storm water management projects. For public agencies to receive these and future bond-funded grants for storm water and dry weather runoff capture projects, they must have a Storm Water Resources Plan, which meets the California Water Code requirements and Storm Water Resource Plan Guidelines. The Prop 1 Storm Water Grant Program provides up to 50% matching grants to two types of projects: planning and implementation. Priority for planning grants will be given to applicants without a Storm Water Resources Plan, who wish to develop a sound Plan. These grants will fund tasks for assessments, monitoring, geotechnical-technical investigations, or studies needed to complete preparation of the Storm Water Resource Plan. For applicants with a Storm Water Resources Plan, a project-specific planning project is also eligible, such as feasibility studies, preliminary design, final design, geotechnical investigations, monitoring and other work necessary to completely develop a project and prepare it for implementation. 16.d Packet Pg. 426 LOOK AHEAD: Upcoming Grant Opportunities 5 Contact Us hal@ebaplanning.com (626) 799-8011 www.ebaplanning.com April 2019  California Natural Resources Agency’s Environmental Enhancement and Mitigation (EEM) Program Total Funds: $7 million Minimum: TBD Maximum: $500,000 per project No match required Applications Due: April 2019 This program funds projects that contribute to mitigation of the environmental impacts of the modification of an existing transportation facility or the environmental impacts of the construction of a new transportation facility. Eligible EEM projects must fit one of the following categories: (A) Urban Forestry projects designed to offset vehicular emissions of carbon dioxide. (B) Resource Lands projects for the acquisition or enhancement of resource lands to mitigate the loss of, or the detriment to, resource lands lying within or near the right-of-way acquired for transportation improvements. (C) Mitigation Projects Beyond the Scope of the Lead Agency responsible for assessing the environmental impact of the proposed transportation improvement. Spring and Summer 2019  FEMA: U.S. Homeland Security Grant Program / Communication Total Funds: Not specified. Funding allocation varies by state. Minimum: TBD Maximum: TBD No match required Applications Due: 2018 window closed. 2019 TBD (likely May 2019) The objective of the HSGP is to provide funds to eligible entities to support state, local, tribal, and territorial efforts to prevent terrorism and other catastrophic events and to prepare the Nation for the threats and hazards that pose the greatest risk to the security of t he United States. The Homeland Security Grant Program (HSGP) plays an important role in the implementation of the National Preparedness System by supporting the building, sustainment, and delivery of core capabilities essential to achieving the National Preparedness Goal of a secure and resilient nation. The HSGP is comprised of three grant programs: State Homeland Security Program (SHSP): The SHSP supports state, tribal, territorial, and local preparedness activities that address high priority preparedness gaps across all core capabilities that support terrorism preparedness. Urban Area Security Initiative (UASI): The UASI program assists high-threat, high density Urban Areas in efforts to build, sustain, and deliver the capabilities necessary to prevent, protect against, mitigate, respond to, and recover from acts of terrorism. Operation Stonegarden (OPSG): The OPSG Program supports enhanced cooperation and coordination among Customs and Border Protection (CBP), United States Border Patrol (USBP), and Federal, state, local, tribal, and territorial law enforcement agencies. The OPSG Program provides funding to support joint efforts to secure the United States’ borders along routes of ingress from international borders to include travel corridors in states bordering Mexico and Canada, as well as states and territories with international water borders. 16.d Packet Pg. 427 LOOK AHEAD: Upcoming Grant Opportunities 6 Contact Us hal@ebaplanning.com (626) 799-8011 www.ebaplanning.com Open/Continuous  SCAQMD Funding for Particulate Matter Traps on School Diesel Backup Generators Total Funds: Not specified Maximum: $250,000 is the maximum available for individual grant awards Application Due: December 31, 2020 or open until all funding is exhausted Funding opportunity for retrofitting diesel backup generators with PM traps located at or near schools, in an amount not to exceed $250,000. This program, which supplements an earlier program, provides incentives to reduce children’s exposure to toxic diesel particulate matter from diesel generators as expeditiously as possible.  SCAQMD Funding for Replacement of Onboard Fuel Tanks of CNG School Buses that are Older than Fourteen Years Total Funds: Not specified Maximum: $20,000 is available per CNG bus to replace onboard CNG fuel tanks. Application Due: December 31, 2020 or Open until all funding is exhausted Funding opportunity for the replacement of onboard CNG fuel tanks that have reached their expiration dates. Only public-school districts and joint powers authority are eligible for this funding. Under the California Air Resources Board (CARB) program guidelines, only CNG buses between 14 and 16 years are eligible for such tank replacements.  SCAQMD Rule 1470 Risk Reduction Fund Total Funds: $2.5 million Maximum: $100,000 Application Due: Open until all funding is exhausted For projects that use California Air Resources Board (CARB) verified or VERT approved diesel particulate filter (DPF) technology to achieve significant reduction in diesel particulate matter (PM) emission, and to reduce sensitive receptors’ exposure to PM from new diesel emerge ncy backup generator sets. The purpose of this PA is to provide financial incentives to assist public facilities in the purchase and installation of DPF technology on new diesel emergency backup generator sets.  SCAQMD: On-Road Heavy-Duty Voucher Incentive Program (VIP) Total Funds: Not Specified Maximum: $45,000 per truck for replacements and up to $10,000 for retrofits No match required Applications Due: Open until all funding is exhausted VIP reduces emissions by replacing old, high-polluting vehicles with newer, lower-emission vehicles, or by installing a retrofit device. The goal of this program is to reduce emissions from in -use heavy- duty trucks in small fleets by retrofitting Engine Model Years 2006 and older or by replacing Engine Model Years 2006 and older with Model Years 2007 (or newer) emissions compliant models. The VIP is implemented by SCAQMD through contractual agreements with Dealers, Dismantlers, and Retrofit Installers. The Dealers/Retrofit Installers will apply to the SCAQMD for the vouchers on behalf of the applicant. If approved, the voucher amount will be deducted from the total purchase price of the truck or retrofit device by the Dealer or Retrofit Installer, respectively. Applicants interested in replacing their truck must purchase their replacement truck through an SCAQMD - approved VIP Participating Dealership that has completed the required training for the VIP. Similarly, applicants interested in retrofitting their truck must purchase their retrofit device through an 16.d Packet Pg. 428 LOOK AHEAD: Upcoming Grant Opportunities 7 Contact Us hal@ebaplanning.com (626) 799-8011 www.ebaplanning.com SCAQMD-approved VIP Participating Retrofit Installer who has completed the required training for the VIP.  Land Water Conservation Fund Total Funds: TBD Minimum: TBD Maximum: TBD Minimum 50% match required Applications Due: Expected 2020 Land Water Conservation Fund (LWCF) grants provide funding for the acquisition or development of land to create new outdoor recreation opportunities for the health and wellness of Californians. The next competitive cycle will occur in 2020 at the earliest. Applications received in 2018 are being considered for federal fiscal year 2019 funding. Loans iBank Infrastructure State Revolving Fund (ISRF) Program Total Funds: TBD Minimum: $50,000 Maximum: $25 million Loan terms for the useful life of the project up to a maximum of 30 years. Applications Due: Expected 2020 The ISRF Program provides financing to public agencies and non-profit corporations, sponsored by public agencies, for a wide variety of infrastructure and economic development projects (excluding housing). Eligible projects include: city streets; county highways; state highways; drainage, water supply and flood control; educational, cultural and social facilities; environmental mitigation measures; goods movement-related infrastructure; parks and recreational facilities; port facilities; public transit; power and communications facilities; sewage collection and treatment; solid waste collection and disposal; water treatment and distribution; defense conversion; public safety facilities; military infrastructure; and industrial, utility and commercial. The ISRF Program provides financing to public agencies and non-profit corporations, sponsored by public agencies, for a wide variety of infrastructure and economic development projects (excluding housing). Eligible projects include: city streets; county highways; state highways; drainage, water supply and flood control; educational, cultural and social facilities; environmental mitigation measures; goods movement-related infrastructure; parks and recreational facilities; port facilities; public transit; power and communications facilities; sewage collection and treatment; solid waste collection and disposal; water treatment and distribution; defense conversion; public safety facilities; military infrastructure; and industrial, utility and commercial. 16.d Packet Pg. 429 APPENDIX 2. COMPETITIVE CAPABILITIES 16.d Packet Pg. 430 COMPETITIVE CAPABILITIES Our team will seek to maximize each projects’ competitiveness by applying lessons learned and mobilizing expertise to develop data-driven, quality-controlled, highly-competitive grant applications. This means that we plan to go above and beyond by providing more than just grant writing services. We have the skills to prepare underlying elements that demonstrate to the funding agency a project’s readiness, regional connectivity, and vision. These elements include: • Geographic information systems (GIS) mapping highlights crucial data such as a city’s demographic composition, public health attributes, transportation infrastructure, land use patterns, crash/safety issues, and other relevant information. Maps also reveal patterns and can help to identify problem areas. • Conceptual drawings and photosimulations show a project’s vision and excites evaluators, providing a glimpse into the completed project. • Public outreach illustrates the community’s needs and desire on a personal level, providing real public concerns/comments expressed. • Aerial and ground-level photographs show regional connectivity and demonstrates a project’s need. C r o w t h e r A v eMelrose StCenter St Chapman Ave Bradford AveAlta StMain StMelrose StWalnut AveMurray StSanta Barbara StSanta Fe Ave Baker St Backs Ln Santa Fe Ct Cameron StWalnut AveFuture City of PlacentiaMetrolink Station Platform Pedestrian BridgeWalnut AveChurch Vacant Lot Multi-Family Residential Office Office Vacant Lot Vacant Lot OfficeCommunity Hall Parking Lot Vacant LotParking Lot Vacant LotParking Lot Small RetailRetail/CommercialRestaurant – Drive-thru Window Auto-Oriented (Parts Store, Repair, etc.) Parking Lot Vacant Lot Mix Use Two Story Grocery Store/Office/Retail Special Event Venue Special Event Venue Park/Plaza/Open Space Auto-Oriented (Parts Store, Repair, etc.) Duplex Multifamily Residential Auto-Oriented (Parts Store, Repair, etc.)Single Family ResidentialParking LotPublic BuildingOC Fire Station #35 Single Family ResidentialSingle Family ResidentialSingle Family ResidentialRetail/Boutique Shop Single Family Residential Single Family Residential Single Family Residential Single Family Residential Single Family Residential Restaurant –Sit Down Small RetailVacant LotPark/Plaza/Open SpaceSmall RetailSingle Family Residential Duplex Multifamily ResidentialDuplex Multifamily ResidentialParking LotRestaurant –Sit DownMix Use Two Story Office/ResidentialPark/Plaza/Open SpaceParking LotMulti-Family ResidentialRetail/ClothingRetail/ClothingSmall Office/Beauty Salon Services Retail/Office/Beauty Salon Services Parking LotRetail/Convenient StoreMix Use Small Office/Retail/Residential Auto-Oriented (Parts Store, Repair, etc.)Office/Contractors StorageAuto-Oriented (Parts Store, Repair, etc.)Mix Use Grocery Store/Food/Residential/Auto Repair Mix Use Two Story Retail/Salon/ResidentialMix Use Two Story Auto Parts Store/Office Restaurant –Sit DownMix Use Two Story Beauty Salon/Office/Residential Restaurant –Sit DownPark/Plaza/Open SpaceRetail/Auto-Oriented (Parts Store, Repair, etc.)Single Family ResidentialMulti-Family ResidentialBusiness Services LaundryAuto-Oriented (Parts Store, Repair, etc.)Restaurant –Sit DownSingle Family ResidentialSingle Family ResidentialSingle Family ResidentialSingle Family ResidentialMix Use Office/ResidentialMix Use Office/ResidentialOffice/Contractors StorageDuplex Multifamily ResidentialPark/Plaza/Open Space Mix Use Two Story Office/ResidentialMix Use Two Story Restaurant Sit Down/ResidentialMix Use Two Story Restaurant Sit Down/ResidentialAuto-Oriented (Parts Store, Repair, etc.)Source: Esri, DigitalGlobe, GeoEye, Earthstar Geographics, CNES/Airbus DS, USDA, USGS, AEX, Getmapping, Aerogrid, IGN, IGP, swisstopo, and the GIS User Community Existing Land Uses Auto-Oriented (Parts Store, Repair, etc.) Business Services Laundry Church Community Hall Duplex Multifamily Residential Mix Use Grocery Store/Food/Residential/Auto Repair Mix Use Office/Residential Mix Use Small Office/Retail/Residential Mix Use Two Story Auto Parts Store/Office Mix Use Two Story Beauty Salon/Office/Residential Mix Use Two Story Grocery Store/Office/Retail Mix Use Two Story Office/Residential Mix Use Two Story Restaurant Sit Down/Residential Mix Use Two Story Retail/Salon/Residential Multi-Family Residential Office Office/Contractors Storage Park/Plaza/Open Space Parking Lot Public Building – OC Fire Station #35 Restaurant – Drive-thru Window Restaurant –Sit Down Retail/Auto-Oriented (Parts Store, Repair, etc.) Retail/Boutique Shop Retail/Clothing Retail/Commercial Retail/Convenient Store Retail/Office/Beauty Salon Services Single Family Residential Small Office/Beauty Salon Services Small Retail Special Event Venue Vacant Lot Metrolink 91 Line Rail Old Town Plan Boundary Map 4 – Existing Land Uses 0 200 400100 Feet Less than 2% Inverted Roadway 7’ Driving Lane 11’5’ Parking Bike LanesSidewalk 5’10’12’ Driving Lane Sunken Median (Bioswale) 7’ Driving Lane 11’5’ Parking Sidewalk 5’10’12’ Driving Lane Sunken Median (Bioswale) Less than 2% Inverted Roadway (Permeable Asphalt) (Permeable Asphalt) Typical Cross Section: Mines Avenue Photos of Area Grand Terrace, CA Future Site of Pocket Park/Rest Area La Cadena Drive (Future Class II Bike Facilities)Santa Ana River Trail Future Site of Trail Project Area (looking Southwest). Shown above are several sites along the project area. Beginning on the right, the Santa Ana River Trail will connect with the project, bringing bicyclists and other users along La Cadena Drive (future Class II)through Barton Road (future Class III) to a pocket park and rest area, which will be used by residents and regional users alike. The park will connect with a trail, which will replace the old, defunct railway. Trees, the pocket park, and installation of bicycle lanes will reduce commute vehicle miles and effectively reduce GHG. Barton Road (Future Class III Bike Facilities) Conceptual Drawings and Photo Simulations Aerial Photography GIS Mapping Graphic Design/ Communication Public Outreach 16.d Packet Pg. 431 We have found that grant applications with documented community support (e.g., surveys, worksheets, comment cards, etc.) can increase final scores by 20%, on average. For clients who do not have this type of data, we plan and facilitate “Community Congresses” and “Community Advisory Committees.” Community Congresses. Community Congresses are one day social planning events that bring together community members to discuss issues and solutions to problems that are within City control. As a group, participants discuss city functions, identify local issues (e.g., poor street conditions, better advertising of city events, more transit options, etc.), and brainstorm solutions to identified issues. Our team summarizes collected data into a final report that can be used as evidence of community support for projects in grant applications. Our most recent Community Congress occurred in the City of Norwalk, California. Norwalk community members identified the need for more community events. To this end, our team worked with City staff to apply for an Open Streets grant, which provided funding for a one- day large-scale city event. Documented community support is pivotal in grant applications — often increasing scores by 20%, on average. Community Advisory Committee. Community advisory committees (CAC) are made up of 10- 15 community members and stakeholders with extensive knowledge about the community. Our team has developed and worked with CACs to gain a better understanding of needs. Working in tandem with the CAC, our team is able to write more compelling and persuasive grant applications. The CAC can also provide documentation of outreach and demonstrate support for city projects by helping conduct surveys, petitions, and similar instruments. OF PARTICIPANTS RATED THE QUALITY OF OUR MOST RECENT FORUM AS “VERY GOOD – EXCELLENT” 92% STATISTICS ON EBA-MANAGED COMMUNITY ACTIVITIES OF PARTICIPANTS FELT “EXTREMELY OR VERY CONFIDENT” AFTER ATTENDING A RECENT COMMUNITY MEETING 97% In 2018, EBA planned and facilitated a Community Congress for the City of Norwalk. Our final report has successfully been used in grant applications. PUBLIC OUTREACH 16.d Packet Pg. 432 Crowther AveMelrose StCenter St Chapman AveBradford AveAlta StMain StMelrose StWalnut AveMurray StSanta Barbara StSanta Fe Av e Baker St Backs Ln Santa Fe Ct Cameron StWalnut AveFuture City of Placentia Metrolink Station Platform Pedestrian BridgeWalnut AveChurch Vacant Lot Multi-Family Resi d e n t i a l OfficeOffice Vacant Lot Vacant Lot OfficeCommunity Hall Parking Lo t Vacant LotParking L o t Vacant LotParking Lot Small RetailRetail/CommercialRestaura n t – D r i v e - t h r u W i n d o w Auto-Oriented (Parts Store, Repair, etc.) Parking L o t Vacant Lo t Mix Use T w o S t o r y Grocery S t o r e / O f f i c e / R e t a i l Special Ev e n t V e n u e Special Event Venue Park/Plaza/Op e n S p a c e Auto-Orie n t e d (Parts Sto r e , R e p a i r , e t c . ) Duplex Multifa m i l y R e s i d e n t i a l Auto-Oriented (Parts Store, Repair, etc.)Single Family ResidentialParking LotPublic BuildingOC Fire Station #35 Single Family ResidentialSingle Family ResidentialSingle Family ResidentialRetail/Boutique Shop Single Fa m i l y R e s i d e n t i a l Single Fa m i l y R e s i d e n t i a l Single Fa m i l y R e s i d e n t i a l Single Fa m i l y R e s i d e n t i a l Single Family ResidentialRestaurant –Sit Down Small RetailVacant LotPark/Plaza/Open SpaceSmall RetailSingle Fa m i l y R e s i d e n t i a l Duplex Multifamily ResidentialDuplex Multifamily ResidentialParking LotRestaurant –Sit DownMix Use Two Story Office/ResidentialPark/Plaza/Open SpaceParking LotMulti-Family ResidentialRetail/ClothingRetail/ClothingSmall Offi c e / B e a u t y S a l o n S e r v i c e s Retail/Office/Beauty Salon Services Parking LotRetail/Convenient StoreMix Use Small Office/Retail/Residential Auto-Orie n t e d (Parts Sto r e , R e p a i r , e t c . )Office/Contractors StorageAuto-Oriented (Parts Store, Repair, etc.)Mix Use Grocery Store/Food/Residential/Au t o R e p a i r Mix Use Two Story Retail/Salon/ResidentialMix Use T w o S t o r y Auto Parts S t o r e / O f f i c e Restaurant –Sit DownMix Use Tw o S t o r y Beauty Sal o n / O f f i c e / R e s i d e n t i a l Restaurant –Sit DownPark/Plaza/Open SpaceRetail/Auto-Oriented (Parts Store, Repair, etc.)Single Fa m i l y R e s i d e n t i a lMulti-Family ResidentialBusiness Services LaundryAuto-Oriented (Parts Store, Repair, etc.)Restaurant –Sit DownSingle Family ResidentialSingle Family ResidentialSingle Family ResidentialSingle Family ResidentialMix Use Office/ResidentialMix Use Office/ResidentialOffice/Contractors StorageDuplex Multifamily ResidentialPark/Plaza/Open Space Mix Use Two Story Office/ResidentialMix Use Two Story Restaurant Sit Down/ResidentialMix Use Two Story Restaurant Sit Down/ResidentialAuto-Oriented (Parts Store, Repair, etc.)Source: Esri, DigitalGlobe, GeoEye, Earthstar Geographics, CNES/Airbus DS, USDA, USGS, AEX, Getmapping, Aerogrid, IGN, IGP, swisstopo, and the GIS User Community Existing Land UsesAuto-Oriented (Parts Store, Repair, etc.)Business Services LaundryChurchCommunity HallDuplex Multifamily ResidentialMix Use Grocery Store/Food/Residential/Auto RepairMix Use Office/ResidentialMix Use Small Office/Retail/ResidentialMix Use Two Story Auto Parts Store/OfficeMix Use Two Story Beauty Salon/Office/ResidentialMix Use Two Story Grocery Store/Office/RetailMix Use Two Story Office/ResidentialMix Use Two Story Restaurant Sit Down/ResidentialMix Use Two Story Retail/Salon/ResidentialMulti-Family ResidentialOfficeOffice/Contractors StoragePark/Plaza/Open SpaceParking LotPublic Building – OC Fire Station #35Restaurant – Drive-thru Window Restaurant –Sit Down Retail/Auto-Oriented (Parts Store, Repair, etc.) Retail/Boutique Shop Retail/Clothing Retail/Commercial Retail/Convenient Store Retail/Office/Beauty Salon Services Single Family Residential Small Office/Beauty Salon Services Small Retail Special Event Venue Vacant Lot Metrolink 91 Line Rail Old Town Plan Boundary Map 4 – Existing Land Uses 0 200 400100 Feet GIS Mapping 6TH ST BRIDGE Ped not in road, unsafe speed 1 DECATUR ST/7TH ST In road, ped violation 1 MILL ST/INDUSTRIAL ST In road, ped violation 3 7TH ST BRIDGE Unsafe Speed 37TH ST/MILL ST Auto ROW 3 ALAMEDA ST/3RD ST in Xwalk, ped ROW 3 6TH ST/MILL ST Unsafe speed 2 SANTA FE AV NEAR 4TH PL In road, ped violation 4 MOLINO ST/4TH PL Ped ROW 4 7TH ST/CHANNING ST Not in road 4 ALAMEDA ST/4TH ST Ped violation 1 SANTA FE AV/2ND ST Wrong side of road 3 ALAMEDA ST SOUTH OF 6TH ST Other, unsafe speed 3 TRACTION AV/3RD ST Taffic signals 4 MATEO ST/6TH ST Ped ROW Unsafe speed 1 3 SANTA FE AV/7TH ST Auto ROW Ped violation 3 3 SANTA FE AV/PALMETTO ST Not in xwalk, ped violation Broadside, auto ROW 3 4 4TH PL/HEWITT ST Ped violation Auto ROW 4 4 MERRICK ST-MOLINO ST/4TH ST Wrong side of road Improper passing Not in xwalk, ped violation 3 3 4 MATEO ST/7TH ST In xwalk, ped ROW In walk, ped ROW Not in xwalk, ped ROW 3 4 4 ALAMEDA ST/6TH ST In xwalk, ped ROW In xwalk, ped ROW Sideswipe, xing in xwalk 4 4 4 ALAMEDA ST/FACTORY PL Not in xwalk, ped violation Not in xwalk, uknown Wrong side of road 3 3 3 ALAMEDA ST/7TH ST Hit object, unknown Sideswipe, unkown In xwalk, ped ROW 2 3 4 ALAMEDA ST/4TH ST Not in road, traffic signal violation Ped crossing in xwalk, auto ROW Ped violation Unknown violation, hit & run Unknown violation, hit & run Broadside, wrong side of road 1 2 3 3 4 4 ALAMEDA ST/2ND ST/TRACTION AVE Ped ROW Ped ROW Wrong side of road Auto ROW Traffic signals and signs Wrong side of road 2 3 3 3 3 3 Other, improper turning Unsafe speed Ped ROW Ped ROW Ped ROW 3 4 4 4 4 ALAMEDA ST/PALMETTO ST Auto ROW Unsafe lane change Head-on, other violation 4 4 4 1:12,500Mile 0 ½¼ Collisions by Crash Type & Crash Severity (1-4) Each row represents one (1) collision (2009-2013) Crash Severity Crash Type N Project Countermeasures at Collision Locations Crash Reduction Factors (CRF) obtained from CalTrans: Local Roadway Safety, Ver 1.1, April, 2013 3 4 2 Bike Ped 1 - Fatal 2 - Injury (Severe) 3 - Injury (Other Visible) 4 - Injury (Complaint of Pain) 1 Ped crossing in crosswalk Ped crossing in crosswalk Cyclist broadsided Cyclist sideswiped Cyclist rear ended Cyclist hit object New/Widened Sidewalk/Pedestrian Path (R37, CRF 65 - 89%) Protected Bike Lane/Cycletrack (ClassIV) (R36, CRF 0 - 53%) Bike Lane (Class II) (R36, CRF 0 - 53%) Bike Route (Class III) (No identified CRF) Bike Box (S21, CRF 35%) Ped Activated Signal/RRFB (NS17, CRF 25%) (NS19, CRF 15 - 69%) Continental Crosswalk (S20, CRF 25%) (R38, CRF 8 - 56%) Curb Extension/Bulbout (NS18, CRF 37%) ATTACHMENT B-Q3B: CRASH REDUCTION COUNTERMEASURES MAP City of Los Angeles // ATP Cycle 3 // June 2016DOWNTOWN LOS ANGELES ARTS DISTRICT PEDESTRIAN AND CYCLIST SAFETY PROJECTATTACHMENT B-Q3-B: CRASH REDUCTION COUNTERMEASURES MAPDEMONSTRATE PROJECT NEED USING VISUAL MAPS Maps are a highly effective tool that reveal patterns in data, such as showing where activity is concentrated, health and environmental conditions in specific areas, and a host of other quantifiable variables. They can help you make better decisions (including whether to pursue a grant) and improve communication to the funding agency. All of our grants include maps. 16.d Packet Pg. 433 Conceptual Drawings and Photo Simulations SHOWCASE YOUR PLANS TO YOUR CONSTITUENCIES Creating photo-realistic images that depict an accurate representation of the impact of urban development on a community provides several benefits. These images help decision makers and their constituents visualize how a project will look in their neighborhood. The motivation to provide this service came from the realization that many residents don’t truly understand the complexities of various forms of development and design. Public agencies engage people of all walks of life in the planning process with the hope that citizen participation will provide meaningful contributions. Many public agencies however, often fail to provide the necessary tools to help them reach an informed opinion or decision. Conceptual plans and photo simulations assist in showcasing your plans. 16.d Packet Pg. 434 Photos of Area Pico Rivera, CA 1. Future site of Pío Pico Park. Highlighted in yellow, the currently vacant lot is the future site of Pío Pico Park. As shown, the park is located at the epicenter of a large, densely populated residential area. To the immediate left is the El Rancho Unified School District, with Calvary Chapel on the right. 1 Mines Ave Mines AveState Rte 19Rosemead BlvdRosemead BlvdPassons BlvdParamount BlvdMines Ave Balfour St Cord AveMillux AveZola AveDicky StManzanar AveBradhurst St Pico Vista RdAldrich StDu n l a p C r o s s i n g R d Citronell AveBexley Dr Bridgeview AveTownley DrKilgarry AveLos Toros AveMaris AveU n s e r S t Lemoran AveRosehedge Dr Loch Avon Dr Redbird DrEglise AveWinodee DrLoch Lomond Dr Triton DrHavenwood St Havenwood DrCalico AveRieshel StCoffman and Pico RdBequette AveRimbank AveMarjorie StLeona Joan AveBollenbacher Dr Loch Alene AveReichling Ln Lindell AveCoolhurst Dr Bonnie Vale AveWinchell St Cosgrove St Noroco DrS a n d l o c k S t H a n e y S t Lindsey AveCrossway Dr Dowling AveKeltonview DrMa r y S t Dulin Ave Paramount LnReichling Ln R o g e r C t Haney St Manzanar Ave Reichling Ln Pico Vista RdEglise AveMaris Ave Marjorie St Be x l e y D r C o o l h u r s t D r Rosehedge Dr Bradhurst St Crossway Dr Maris Ave Roseh e d g e D r Winodee DrEglise AveBra d h u r s t S t Calico AveNoroco DrTo w n l e y D r Maris Ave Lindsey AveCitronell AveManzanar AveRose h e d g e D r Aldrich St Loch Lomond Dr Lemoran AveLemoran AveLoch Lomond Dr Rosehedge Dr Rimbank AveLindsey AveCrossw a y Dr C o f fm a n P i c o R d Noroco R d Reichlin g L n Redbird DrCo o l h u r s t D r Loch Avon Dr San Gabriel River Coolhurst Dr Source: Esri, DigitalGlobe, GeoEye, Earthstar Geographics, CNES/Airbus DS, USDA, USGS, AEX, Getmapping, Aerogrid, IGN, IGP, swisstopo, and the GIS User Community 0 1,000 2,000500 Feet Legend Project Area - Mines Avenue Existing Roadway Conditions: Mines Avenue The San Gabriel River. The San Gabriel River spans approximately 43 miles, from Azusa to Long Beach. It is the site of a bike path, dog walking trails, and is home to native birds, geese, ducks, fish, insects, and fauna. Frequently, domesticated horses can be seen traveling the trails near Pico Rivera. The images above show water entering from Mines’ street into the river. Mines Avenue, facing East toward the San Gabriel River entrance. When Mines Avenue ends, the San Gabriel River bike path begins, making this an ideal location for a dedicated bike lane. Currently, only a simple fence separates the two from joining together. Mines Avenue, facing West from the San Gabriel River entrance. Currently, bicyclists entering Mines Avenue from the San Gabriel Bike Path have two options (1) bike on the sidewalk or (2) contend with parked cars backing out of on-street parking spaces. A dedicated bike lane will eliminate potential accidents. Mines Avenue, facing East from Passons Boulevard. Mines Avenue at Passons Boulevard is expansive and large. The street comprises lanes on either side, on-street parking, a painted median, and sidewalks. Mines Avenue, facing West from Passons Boulevard. Some homes lack driveways on this section of Mines Avenue. Therefore, if this project is funded, it is imperative to maintain parking and a single driving lane in either direction. A Class IV bike lane, protected with a bioswale, will safeguard bicyclists traveling down this corridor. Mines Avenue, facing West from Lindsey Avenue. Wide single lane roads in both directions and on-street parking are the major characteristics of Mines Avenue. Class I bike lanes also exist on this roadway. Unfortunately, the only indication are inconsistently placed, small, green “Bike Lane” signs, shown above the orange car in the image. Mines Avenue, facing East from Lindsey Avenue. Mines Avenue at Lindsey Avenue is the site of several activity centers, including Smith Park, Pico Rivera Senior Center, Pico Rivera Center for the Arts, Pico Rivera Woman’s Club, and the First Bilingual Baptist Church. Mines Avenue, facing East from Rosemead Boulevard. The road slightly pinches when approaching Rosemead Boulevard from the East. This is a signalized intersection, with protected left turn phasing and on street parking. Rosemead Boulevard, facing Northeast from Mines Avenue. Rosemead Boulevard extends from Pasadena to Signal Hill, making it one of Los Angeles’ heavily traveled corridors. The City’s library and a gas station are located at this intersection. Rosemead Boulevard, facing Southwest from Mines Avenue. Boasting a skate park, jungle gym, multiple sports fields and several picnic areas, Smith Park, the City’s largest recreational park, is located on the Southwest corner of this intersection. Adjacent to the park are several commercial businesses. Mines Avenue, facing Northwest from Rosemead Boulevard. Rosemead Boulevard (State Route 91) intersects Mines Avenue approximately .3 miles from the Rio Hondo. The entrance to the bike path at the Rio Hondo can be seen in the far distance. 1 Mines Avenue, facing East from Paramount/Rio Hondo. Separated by shrubbery and a fence, the Rio Hondo Bike Path and Mines Avenue connect at Paramount Boulevard. As shown above, Mines Avenue is wide and can easily accommodate bioswales and a dedicated bike lane. These improvements will make it safer for all roadway users, promote active transportation, and reduce the City’s ecological footprint.Rio HondoSan Gabr ie l R iver Mines Ave Mines AveState Rte 19Rosemead BlvdRosemead BlvdPassons BlvdParamount BlvdMines Ave Balfour St Cord AveMillux AveZola AveDicky StManzanar AveBradhurst St Pico Vista RdAldrich StDu n l a p C r o s s i n g R d Citronell AveBexley Dr Bridgeview AveTownley DrKilgarry AveLos Toros AveMaris AveU n s e r S t Lemoran AveRosehedge Dr Loch Avon Dr Redbird DrEglise AveWinodee Dr Loch Lomond Dr Triton DrHavenwood St Havenwood DrCalico AveRieshel StCoffman and Pico RdBequette AveRimbank AveMarjorie StLeona Joan AveBollenbacher Dr Loch Alene AveReichling Ln Lindell AveCoolhurst Dr Bonnie Vale AveWinchell St Cosgrove St Noroco DrS a n d l o c k S t H a n e y S t Lindsey AveCrossway Dr Dowling AveKeltonview DrMa r y S t Dulin Ave Paramount LnReichling Ln R o g e r C t Haney St Manzanar Ave Reichling Ln Pico Vista RdEglise AveMaris Ave Marjorie St Be x l e y D r C o o l h u r s t D r Rosehedge Dr Bradhurst St Crossway Dr Maris Ave Roseh e d g e D r Winodee DrEglise AveBra d h u r s t S t Calico AveNoroco DrTo w n l e y D r Maris Ave Lindsey AveCitronell AveManzanar AveRose h e d g e D r Aldrich St Loch Lomond Dr Lemoran AveLemoran AveLoch Lomond Dr Rosehedge Dr Rimbank AveLindsey AveCrossw a y Dr C o f fm a n P i c o R d Noroco R d Reichlin g L n Redbird DrCo o l h u r s t D r Loch Avon Dr San Gabriel River Coolhurst Dr Source: Esri, DigitalGlobe, GeoEye, Earthstar Geographics, CNES/Airbus DS, USDA, USGS, AEX, Getmapping, Aerogrid, IGN, IGP, swisstopo, and the GIS User Community 0 1,000 2,000500 Feet Legend Project Area - Mines Avenue Mines Ave Mines AveState Rte 19Rosemead BlvdRosemead BlvdPassons BlvdParamount BlvdMines Ave Balfour St Cord AveMillux AveZola AveDicky StManzanar AveBradhurst St Pico Vista RdAldrich StDu n l a p C r o s s i n g R dCitronell AveBexley Dr Bridgeview AveTownley DrKilgarry AveLos Toros AveMaris AveU n s e r S t Lemoran AveRosehedge Dr Loch Avon Dr Redbird DrEglise AveWinodee Dr Loch Lomond Dr Triton DrHavenwood St Havenwood DrCalico AveRieshel StCoffman and Pico RdBequette AveRimbank AveMarjorie StLeona Joan AveBollenbacher DrLoch Alene AveReichling Ln Lindell AveCoolhurst Dr Bonnie Vale AveWinchell St Cosgrove St Noroco DrS a n d l o c k S t H a n e y S tLindsey AveCross way DrDowling AveKeltonview DrMa r y S t Dulin Ave Paramount LnReichling Ln R o g e r C t Haney St Manzanar Ave Reichling Ln Pico Vista RdEglise AveMaris Ave Marjorie St Be x l e y D r C o o l h u r s t D r Rosehedge Dr Bradhurst St Crossway Dr Maris Ave Roseh e d g e D r Winodee DrEglise AveBra d h u r s t S t Calico AveNoroco DrTo w n l e y D r Maris Ave Lindsey AveCitronell AveManzanar AveRose h e d g e D r Aldrich St Loch Lomond Dr Lemoran AveLemoran AveLoch Lomond Dr Rosehedge Dr Rimbank AveLindsey AveCrossw a y Dr C o f fm a n P i c o R d Noroc o Rd Reichlin g L n Redbird DrCo o l h u r s t D r Loch Avon Dr San Gabriel River Coolhurst Dr Source: Esri, DigitalGlobe, GeoEye, Earthstar Geographics, CNES/Airbus DS, USDA, USGS, AEX, Getmapping, Aerogrid, IGN, IGP, swisstopo, and the GIS User Community 0 1,000 2,000500 Feet Legend Project Area - Mines Avenue A B 3 4 6 5 7 8 9 10 2 3 4 5 6 7 8 9 10 A B 1 2 Photos of AreaGrand Terrace, CA Future Site of Pocket Park/Rest Area La Cadena Drive (Future Class II Bike Facilities)Santa Ana River Trail Future Site of Trail Project Area (looking Southwest). Shown above are several sites along the project area. Beginning on the right, the Santa Ana River Trail will connect with the project, bringing bicyclists and other users along La Cadena Drive (future Class II)through Barton Road (future Class III) to a pocket park and rest area, which will be used by residents and regional users alike. The park will connect with a trail, which will replace the old, defunct railway. Trees, the pocket park, and installation of bicycle lanes will reduce commute vehicle miles and effectively reduce GHG. Barton Road (Future Class III Bike Facilities) Aerial Photography THE AGE OF VISUAL CULTURE We live in an age where cameras are in everyone’s pocket and where photos are becoming a “universal language.” As photos take the place of written language in our social life, an increasing number of people are becoming visual learners or only skimming documents for eye-catching graphics - including photos. That is why incorporating photos into grant applications is becoming the new norm. We have staff members that can tell stories through photos because our staff members include passionate and professional photographers and aerial drone specialists with the proper registration to fly. Consequently, for almost all grant applications, we prepare a photo essay that supports the narrative portions of the application. The photo essay provides a series of photos and captions explaining the current issues. In this way, they provide proof and backup to the narrative elements of grant applications and serve as a critical piece of the grant writing puzzle. Mines Ave Mines AveState Rte 19Rosemead BlvdRosemead BlvdPassons BlvdParamount BlvdMines Ave Balfour St Cord AveMillux AveZola AveDicky StManzanar AveBradhurst St Pico Vista RdAldrich StDun l a p C r o s s i n g R d Citronell AveBexley Dr Bridgeview AveTownley DrKilgarry AveLos Toros AveMaris AveU n s e r S t Lemoran AveRosehedge Dr Loch Avon Dr Redbird Dr Eglise AveW inodee DrLoch Lomond Dr Triton DrHavenwood St Havenwood DrCalico AveRieshel StCoffman and Pico RdBequette AveRimbank AveMarjorie StLeona Joan AveBollenbacher Dr Loch Alene AveReichling Ln Lindell AveCoolhurst Dr Bonnie Vale AveWinchell St Cosgrove St Noroco Dr S a n d l o c k S t H a n e y S t Lindsey AveCross way Dr Dowling AveKeltonvie w Dr M a r y S t Dulin Ave Paramount LnReichling Ln R o g e r C t Haney St Manzanar Ave Reichling Ln Pico Vista RdEglise AveMaris Ave Marjorie St Bex l e y D r C o o l h u r s t D r Rosehedge Dr Bradhurst St Crossway Dr Maris Ave Roseh e d g e D r Winodee DrEglise AveBra d h u r s t S t Calico AveNoroco Dr Tow n l e y D r Maris Ave Lindsey AveCitronell AveManzanar AveRoseh e d g e D r Aldrich St Loch Lomond Dr Lemoran AveLemoran AveLoch Lomond Dr Rosehedge Dr Rimban k AveLindsey AveCrossw a y Dr C o f fm a n P i c o R d Noroco R d Reichling L n Redbird Dr C o o l h u r s t D r Loch Avon Dr San Gabriel River Coolhurst Dr Source: Esri, DigitalGlobe, GeoEye, Earthstar Geographics, CNES/Airbus DS, USDA, USGS, AEX, Getmapping, Aerogrid, IGN, IGP, swisstopo, and the GISUser Community 0 1,000 2,000500 Feet Legend Project Area - Mines Avenue Existing Roadway Conditions: Mines Avenue The San Gabriel River. The San Gabriel River spans approximately 43 miles, from Azusa to Long Beach. It is the site of a bike path, dog walking trails, and is home to native birds, geese, ducks, fish, insects, and fauna. Frequently, domesticated horses can be seen traveling the trails near Pico Rivera. The images above show water entering from Mines’ street into the river. Mines Avenue, facing East toward the San Gabriel River entrance. When Mines Avenue ends, the San Gabriel River bike path begins, making this an ideal location for a dedicated bike lane. Currently, only a simple fence separates the two from joining together. Mines Avenue, facing West from the San Gabriel River entrance. Currently, bicyclists entering Mines Avenue from the San Gabriel Bike Path have two options (1) bike on the sidewalk or (2) contend with parked cars backing out of on-street parking spaces. A dedicated bike lane will eliminate potential accidents. Mines Avenue, facing East from Passons Boulevard. Mines Avenue at Passons Boulevard is expansive and large. The street comprises lanes on either side, on-street parking, a painted median, and sidewalks. Mines Avenue, facing West from Passons Boulevard. Some homes lack driveways on this section of Mines Avenue. Therefore, if this project is funded, it is imperative to maintain parking and a single driving lane in either direction. A Class IV bike lane, protected with a bioswale, will safeguard bicyclists traveling down this corridor. Mines Avenue, facing West from Lindsey Avenue. Wide single lane roads in both directions and on-street parking are the major characteristics of Mines Avenue. Class I bike lanes also exist on this roadway. Unfortunately, the only indication are inconsistently placed, small, green “Bike Lane” signs, shown above the orange car in the image. Mines Avenue, facing East from Lindsey Avenue. Mines Avenue at Lindsey Avenue is the site of several activity centers, including Smith Park, Pico Rivera Senior Center, Pico Rivera Center for the Arts, Pico Rivera Woman’s Club, and the First Bilingual Baptist Church. Mines Avenue, facing East from Rosemead Boulevard. The road slightly pinches when approaching Rosemead Boulevard from the East. This is a signalized intersection, with protected left turn phasing and on street parking. Rosemead Boulevard, facing Northeast from Mines Avenue. Rosemead Boulevard extends from Pasadena to Signal Hill, making it one of Los Angeles’ heavily traveled corridors. The City’s library and a gas station are located at this intersection. Rosemead Boulevard, facing Southwest from Mines Avenue. Boasting a skate park, jungle gym, multiple sports fields and several picnic areas, Smith Park, the City’s largest recreational park, is located on the Southwest corner of this intersection. Adjacent to the park are several commercial businesses. Mines Avenue, facing Northwest from Rosemead Boulevard. Rosemead Boulevard (State Route 91) intersects Mines Avenue approximately .3 miles from the Rio Hondo. The entrance to the bike path at the Rio Hondo can be seen in the far distance. 1 Mines Avenue, facing East from Paramount/Rio Hondo. Separated by shrubbery and a fence, the Rio Hondo Bike Path and Mines Avenue connect at Paramount Boulevard. As shown above, Mines Avenue is wide and can easily accommodate bioswales and a dedicated bike lane. These improvements will make it safer for all roadway users, promote active transportation, and reduce the City’s ecological footprint.Rio HondoSan Gabr ie l R iver Mines Ave Mines AveState Rte 19Rosemead BlvdRosemead BlvdPassons BlvdParamount BlvdMines Ave Balfour St Cord AveMillux AveZola AveDicky StManzanar AveBradhurst St Pico Vista RdAldrich StDunl a p C r o s s i n g R d Citronell AveBexley Dr Bridgeview AveTownley DrKilgarry AveLos Toros AveMaris AveU n s e r S t Lemoran AveRosehedge Dr Loch Avon Dr Redbird Dr Eglise AveWinodee Dr Loch Lomond Dr Triton DrHavenwood St Havenwood DrCalico AveRieshel StCoffman and Pico RdBequette AveRimbank AveMarjorie StLeona Joan AveBollenbacher Dr Loch Alene AveReichling Ln Lindell AveCoolhurst Dr Bonnie Vale AveWinchell St Cosgrove St Noroco Dr S a n d l o c k S t H a n e y S t Lindsey AveCross way Dr Dowling AveKeltonvie w DrMar y S t Dulin Ave Paramount LnReichling Ln R o g e r C t Haney St Manzanar Ave Reichling Ln Pico Vista RdEglise AveMaris Av e Marjorie St Bex l e y D r C o o l h u r s t D r Rosehedge Dr Bradhurst St Crossway Dr Maris Ave Roseh e d g e D r Winodee DrEglise AveBra d h u r s t S t Calico AveNoroco Dr Tow n l e y D r Maris Ave Lindsey AveCitronell AveManzanar AveRoseh e d g e D r Aldrich St Loch Lomond Dr Lemoran AveLemoran AveLoch Lomond Dr Rosehedge Dr Rimbank A veLindsey AveCrossw a y Dr C o f fm a n P i c o R d Noroco R d Reichling L n Redbird DrCo o l h u r s t D r Loch Avon Dr San Gabriel River Coolhurst Dr Source: Esri, DigitalGlobe, GeoEye, Earthstar Geographics, CNES/Airbus DS, USDA, USGS, AEX, Getmapping, Aerogrid, IGN, IGP, swisstopo, and the GISUser Community 0 1,000 2,000500 Feet Legend Project Area - Mines Avenue Mines Ave Mines AveState Rte 19Rosemead BlvdRosemead BlvdPassons BlvdParamount BlvdMines Ave Balfour St Cord AveMillux AveZola AveDicky StManzanar AveBradhurst St Pico Vista RdAldrich StDu n l a p C r o s s i n g R d Citronell AveBexley Dr Bridgeview AveTownley DrKilgarry AveLos Toros AveMaris AveU n s e r S t Lemoran AveRosehedge Dr Loch Avon Dr Redbird Dr Eglise AveWinodee Dr Loch Lomond Dr Triton DrHavenwood St Havenwood DrCalico AveRieshel StCoffman and Pico RdBequette AveRimbank AveMarjorie StLeona Joan AveBollenbacher Dr Loch Alene AveReichling Ln Lindell AveCoolhurst Dr Bonnie Vale AveWinchell St Cosgrove St Noroco Dr S a n d l o c k S t H a n e y S t Lindsey AveCross way DrDowling AveKeltonview DrMar y S t Dulin Ave Paramount LnReichling Ln R o g e r C t Haney St Manzanar Ave Reichling Ln Pico Vista RdEglise AveMaris A ve Marjorie St Bex l e y D r C o o l h u r s t D r Rosehedge Dr Bradhurst St Crossway Dr Maris Ave Roseh e d g e D r Winodee DrEglise AveBra d h u r s t S t Calico AveNoroco Dr Tow n l e y D r Maris Ave Lindsey AveCitronell AveManzanar AveRoseh e d g e D r Aldrich St Loch Lomond Dr Lemoran AveLemoran AveLoch Lomond Dr Rosehedge Dr Rimbank A veLindsey AveCrossw a y Dr C o f f m a n P i c o R d Noroco Rd Reichling L n Redbird DrCo o l h u r s t D r Loch Avon Dr San Gabriel River Coolhurst Dr Source: Esri, DigitalGlobe, GeoEye, Earthstar Geographics, CNES/Airbus DS, USDA, USGS, AEX, Getmapping, Aerogrid, IGN, IGP, swisstopo, and the GISUser Community 0 1,000 2,000500 Feet Legend Project Area - Mines Avenue A B 3 4 6 5 7 8 9 10 2 3 4 5 6 7 8 9 10 A B 1 2 16.d Packet Pg. 435 CREATING PROJECT RECALL Good graphic design grabs attention, creates project recall, and builds your agency’s image as one that is serious about obtaining funding for the project or program. Whether it is a sample community flyer to show that you have already thought about your program once it is funded or a project plan that depicts placement of trees, our team has the capacity to create dynamic materials for you as part of our grant writing services. This includes developing items that may not seem important, but lead the reviewer through your application, such as a cover page and section dividers. Less than 2% Inverted Roadway 7’ Driving Lane 11’5’ Parking Bike LanesSidewalk 5’10’12’ Driving Lane Sunken Median (Bioswale) 7’ Driving Lane 11’5’ Parking Sidewalk 5’10’12’ Driving Lane Sunken Median (Bioswale) Less than 2% Inverted Roadway (Permeable Asphalt) (Permeable Asphalt) Typical Cross Section: Mines Avenue Graphic Design/ Communication Greenway Design Pico Rivera, CA Speedway Alley. Speedway Alley from Durfee Avenue to Hightree Street.Draft Template Evan Brooks Associates August 1, 2016 1 Project Location Map 16.d Packet Pg. 436 APPENDIX 3. CLIENT SATISFACTION 16.d Packet Pg. 437 “Evan Brooks Associates has consistently gone above and beyond to ensure our needs are met, while delivering real results in the process. EBA has taken the time to understand our City, our goals and our vision. As a result, they have offered new, creative solutions and funding opportunities that align with our City’s projects and objectives. They stay within budget and are always very attentive.” - Glen Kau, PE, Public Works Director (former), City of Compton, CA “EBA’s direct involvement in our critical and significant projects has resulted in a keen awareness and understanding of the City’s needs. EBA has provided excellent service in everything that it has done. They provide expertise and diligence in all that they do.” - Daniel S. Wall, Public Works Director (former) – City of Baldwin Park “It is challenging to find good grant writers...sometimes we end up doing most of the work...or telling them how to do it. Your firm is great at grant writing and we really appreciate all your efforts.” - Maria Carrillo, Senior Analyst, City of Pico Rivera, CA “I wanted to take this opportunity to thank you for all your time and efforts. The high level of care that you placed in projects research, regular communications and preparing quality applications have been notable. So I would like to express our appreciation of your work.” - Heba El-Guindy, City Traffic Engineer, City of Stockton, CA CLIENT TESTIMONIALS Client satisfaction is an incredibly important element to the health and sustainability of our organization. In our efforts to improve our services, we have implemented customer satisfaction (CSAT) surveys. Upon completion of contracts, we urge our clients to provide honest and open feedback by completing our surveys, which include ample opportunities to let our staff know where they can improve. For brevity, some of our recent responses are provided below. 16.d Packet Pg. 438 “You guys are awesome! Thanks for leading our grant applications and helping move our projects forward.” - Chris Marcarello, Deputy City Manager/Public Works Director (former) City of San Fernando, CA “I appreciate that they are always available and highly knowledgeable in the active transportation, transit and public works arena... They always stay in communication with us, provide flexibility, and simplify the complex (and sometimes challenging) grant applications with ease. ” - Daniel W. Keesey, Director of Public Works, City of La Verne, CA “Thank you for your very hard work and expertise composing the grant responses and materials, obtaining the pictures, maps and all the necessary background information as well as putting the grant applications together and pushing us to ensure they were submitted on time.” - Lillian Burkenheim Silver, Director of Planning and Economic Development, Eco-Rapid Transit “Evan Brooks Associates is attentive, responsive, and is always willing to write grant applications on short notice. They are our “go-to” firm when it comes to meeting short deadlines for grants because we know they can get it done and provide results in the form of awarded grants.” - Cesar Roldan, Senior Management Analyst, City of El Monte, CA “I just wanted to thank you for the very well-organized Community Workshop meeting held yesterday. We appreciated your professionalism during the course of the meeting. We received several positive comments today from our Staff and residents who participated in the workshop.” - JEANETTE ORTEGA, Economic Development Manager, City of Placentia, CA 16.d Packet Pg. 439 APPENDIX 4. RESUMES 16.d Packet Pg. 440 Hal has more than 30 years’ experience managing and writing grants and plans for transit, active transportation, and urban planning projects. He has coordinated the development of multi-jurisdictional, multi-purpose projects between municipal agencies and the community, all on schedule and within budget. Hal has worked with more than 23 cities in preparing grant applications in a variety of roles. He has administered Federal and State grant awarded funds, managed active transportation planning projects, developed and sustained interagency coordination, and supervised technical and administrative staff. Having served as Metro’s former State/Federal Funding Program Coordinator, Board of Directors Transportation Deputy, and Transportation Planning Manager, Hal has first-hand knowledge of funding opportunities and eligibility strategies relative to grant acquisition. He utilizes his full expertise, from project concept alternatives to competitiveness of application proposals, to identify local, State, Federal, foundation, and public-private partnership funding sources that clients express interest in pursuing. Maine Avenue Corridor Complete Streets Improvements, Phase 1 and Phase 2 | Baldwin Park, California Grant Writer for two ATP grants for the City of Baldwin Park. The project was awarded $2.2 million dollars in ATP Cycle 1 for the first phase and ATP Cycle 2 for the second phase. The grant application, which sought to implement the City’s recently adopted Complete Streets policy and the draft 2014 SRTS Master Plan, will act as a catalyst for additional road diets and complete streets improvements that are also planned throughout the community. Randolph Street Corridor Rails to Trails Feasibility Study | Huntington Park, California Grant Writer for this non-infrastructure ATP Cycle 1 grant application, which was awarded $400,000. The project will evaluate the feasibility of implementing a regionally-significant bicycle facility along Randolph Street that will provide direct access between the Metro Blue Line Slauson Station to the west and the Los Angeles River bicycle path to the east. State Street Complete Streets Project | Huntington Park, California Grant Writer for this ATP Cycle 1 grant application, which was awarded more than $1 million. This project consisted of the design and installation of a series of improvements to help improve States Street’s overall operation and efficiency by facilitating safe and convenient bicycle and pedestrian travel. These improvements will help support increased bicycling and walking within Huntington Park as a viable alternative to automobile travel by providing direct connections to destinations located within Huntington Park and neighboring cities. Wilmington Avenue Pedestrian and Bicycle Safety Improvements Project | Compton, California Grant Writer for this ATP Cycle 1 grant application, which was awarded $1.18 million. The project will improve pedestrian and bicycle safety for the communities adjacent to the Wilmington Avenue transportation corridor by developing safer pedestrian crossings and intersection as well as by installing bicycle lanes to improve bicycle visibility and safety, thereby reducing collisions. HAL SUETSUGU President - Quality Assurance/Control EDUCATION »MA, Urban Planning, UCLA »Graduate studies in Geography/Urban Studies, California State University, Los Angeles »BA, Geography (Minor in Business) California State University, Los Angeles PROFESSIONAL EXPERIENCE »Vice President of Planning, Transtech Engineers »Transportation Manager, City of South Pasadena »Transportation Planning Manager, Capital Planning and Programming, Los Angeles County MTA »Board of Directors Transportation Deputy, Los Angeles County MTA »Transportation Planning Manager, Westside Area Team, Los Angeles County MTA 16.d Packet Pg. 441 Once complete, the project will enhance and encourage active transportation travel and provide improved pedestrian and bicycle safety, circulation and connectivity, as well as provide incentives to walking and biking and reduce motorist/pedestrian and bicyclist collisions. Southern California Association of Governments (SCAG), Grant Funding Identification, Application Development and Grant Scoring, Los Angeles, CA. Project Manager responsible for grants needs assessment; grant funding opportunity identification; grant application development, including managing large, interagency grant applications, and coordinating SCAG’s interest with potential funders. In coordination with Project Team staff, was also responsible for reviewing and ranking received grant applications for SCAG’s Sustainable Communities program. In less than one year, more than $3 million in local and state grants were secured for SCAG and multi-jurisdictional projects. La Verne’s Citywide Active Transportation Funding Plan | La Verne, CA. Funds Manager charged with developing an active transportation funding plan for the City of La Verne to guide strategic investment and provide a basis for seeking additional capital funds for its planned projects. Under the guidance of the plan, Hal secured more than $3.4 million for highway safety improvement projects, bicycle/pedestrian facilities, regional bikeway connectors, and roadway/bridge widening projects. These projects have increased the speed of active travel, reduced point- to-point distances, and served as a catalyst to multimodal transfer activity. Citywide Infrastructure Improvement Funding Plan | Carson, CA Project Manager responsible for developing and implementing a comprehensive funding plan in 2016 for the City of Carson for a citywide infrastructure improvement program that consisted of several reconstruction, repair and replacement projects. To supplement the City’s general funds, Anna identified regional and State funding opportunities. Following approval of the plan, Anna secured more than $2 million in local and State funds for a rapid bus priority system project, corridor improvements along Wilmington Avenue, and the development of a Fatality and Severe Injury Study Report to help the City identify areas experiencing high collision rates. Regional Greenway Connector Project | Grand Terrace, CA | California Natural Resources Agency’s Urban Greening Grant Grant Writer preparing a State-funded Urban Greening Grant for the City of Grand Terrace to develop a pocket park and transform a 1 mile stretch of a defunct railway into a greenway, complete with 190 trees, protected bike lane, several benches, permeable surfaces, and a hydration station. This $2.3 million dollar grant will provide the City with the additional funds it needs to make this project a reality. Baldwin Park’s Funding Plan for First/Last Mile Improvement to the Baldwin Park Metrolink Transit Center | Baldwin Park, CA. Funds Manager responsible for developing a funding plan for the City’s proposed first/last mile improvements to and from the Baldwin Park Metrolink Transit Center, including sourcing opportunities to fund the construction of nearby infrastructure that promoted connection to the Metrolink. Secured more than $6 million in federal and local grant funds for infrastructure improvements at and surrounding the station. Funded improvements, which adhered to FTA’s Policy Statement in regards to access sheds, included additional bicycle facilities within a three-mile radius, as well as a pedestrian overcrossing access bridge within a ½ mile linking the Metrolink Station platform with City Hall and the downtown core. 16.d Packet Pg. 442 Daniel Bartelson has more than 15 years of experience leading complex, multijurisdictional active transportation and grant projects that require inclusionary buy-in from multiple stakeholders. He has served as the Project Manager on various contracts with cities and regional agencies, such as the LA County Metropolitan Transportation Authority (Metro), including Metro’s Rail to Rail/River Active Transportation Corridor Project Alternative Analysis - Segment B and as firm lead on Metro’s Grant Application Assistance Project. Daniel is intimately familiar with all aspects of municipal transportation projects, planning practices, grants acquisition strategies, and project management processes. Prior to joining EBA, Daniel served his career in the public sector, serving cities in various capacities, including Deputy City Manager, for the cities of West Hollywood, South Pasadena, Lawndale, and Signal Hill. Metro’s Grant Application Assistance | Los Angeles County, CA In 2016, Daniel served as task lead/grant writer and was responsible for coordinating and delivering nine grant applications to Metro. Management tasks included working to achieve Stantec’s (prime) goals and providing direction to a team of internal funding experts and urban planners to develop and enhance Caltrans’ Active Transportation Program (ATP) applications for Metro and several multi-jurisdictional projects through the Metro-covered area. Contract culminated in securing $172.6 million dollars for first/last mile projects throughout the Los Angeles region. Key tasks involved working hand- in-hand with Metro to obtain support for projects from the City of Los Angeles, County of Los Angeles, and local public agencies. In 2017-2020, Daniel is serving as Metro’s Project Manager, leading WSP, Deborah Murphy Urban Design and Planning, Safe Routes to School National Partnership, and Stantec to advise Metro on grant opportunities and prepare applications. To date, Daniel has led the development of 19 State grant applications. Pico Rivera Urban Rivers Pilot Project | Pico Rivera, CA Grant Writer preparing several parks and urban greening grant applications that support the City of Pico Rivera’s goal to create a sustainable future for its residents. Most recently, Daniel secured $1.8 million through the California Natural Resources Agency’s Urban Rivers grant for the City to install and construct water saving mechanisms through green infrastructure in medians along Mines Avenue and adjacent areas. To date, he has helped the City secure $5.6 million for various projects. Bike Share Expansion into the San Gabriel Valley | San Gabriel Valley Council of Governments Grant Writer charged with writing and coordinating the development of this multimillion dollar grant application which required working with nearly 15 stakeholders/cities with competing interests on behalf of the San Gabriel Valley Council of Governments. The project was awarded $4.5 million dollars in ATP Cycle 3 funding. This project will expand the County’s existing bike share program into several neighborhoods east of Los Angeles. DANIEL BARTELSON, MPA, MBA Project Manager EDUCATION »Master of Public Administration (MPA), Villanova University »Master of Business Administration (MBA), University of Arizona »BA, Political Science, UCLA PROFESSIONAL EXPERIENCE »Deputy City Manager, City of Signal Hill »Assistant to the City Manager/ Human Resources Director, City of Lawndale »Management Analyst, Office of the City Manager, City of South Pasadena »Administrative Analyst, Office of the City Manager, City of South Pasadena 16.d Packet Pg. 443 Rail to Rail/River Active Transportation Corridor Project Alternative Analysis - Segment B. | Los Angeles County, CA Project Manager responsible for leading team of subconsultants, including AECOM, Kittelson and Associates, and TransLink, through a comprehensive, community-rich alternative analysis. The project involved analyzing several active transportation routes to select a preferred alternative that would provide the greatest safety to users and first/last mile connectivity to schools, activity centers, job centers, and transportation opportunities from the Slauson Blue Line Station to the Los Angeles River. A large portion of this analysis involved interagency coordination with the City of Los Angeles, County of Los Angeles and neighboring cities. State Route 91 Urban Greening and GHG Analysis | Compton, CA | CalFire Urban and Community Forestry California Climate Investments Grant Program Project Manager charged with developing two City of Compton grant applications under the CalFire Urban and Community Forestry California Climate Investments Grant Program. Awards totaled more than $5 million for green transportation projects designed to decrease greenhouse gas (GHG) emissions through tree planting, divert stormwater through engineering improvements, and educating children through demonstration projects. First/last Mile Analysis, Concept Plans and Partnership for the Metro Bus Station, Gateway Center and Santa Anita Complete Streets Project. | El Monte, CA Project Manager charged with the evaluation of alternatives to safely and appropriately address interactions between a total of 1,526 daily combined buses and shuttles lines, vehicular traffic, bicyclists, and pedestrians near the Metro-El Monte Bus Station. Provided direction to Project Team to review various methods and opportunities to maximize safety and bus station access, while minimizing impacts to residential and business districts, as well as commuters. Alternatives, including various bikeway classes, pedestrian bridges, and improved level crossings were considered before finalizing a recommendation for development of a Complete Streets corridor on Santa Anita. Pasadena Allen Station Gold Line Safety Enhancement Project. | Pasadena, CA. Project Lead responsible for community outreach, including conducting more than 300 person-to-person intercept surveys, online surveys, direct mailings within a 500-foot radius of the project, and several community meetings. The City of Pasadena has sought to emphasize and improve safety along the Allen Avenue corridor, including walkability and bicyclist safety, between Villa Street and Colorado Boulevard. The Project Area represents a diverse collection of users, including: motorists, Metro Gold Line users, bus line users, pedestrians, and bicyclists. These users seek access to local area schools (Pasadena City College), businesses, and residences, as well as mass transit options. Metro Sustainability Project Planning and Implementation Services | Los Angeles County, CA. Daniel served as task lead and strategic counsel to Metro for internal and external sustainability policies and projects. Daniel assisted Metro in identifying, prioritizing, and developing competitive sustainability initiatives and projects that can be operated utilizing grant funding sources. Projects and programs largely involve water conservation, climate change/ resiliency, and solid waste/recycling. His work has also included assistance with program scope, timeline and budget development. The Project Team’s efforts are anticipated to save Metro millions of dollars, while also seeking to conserve and protect the environments in which Metro conducts business. San Fernando Street Festival | San Fernando, CA | Open Streets Grant Program Grant Writer secured more than $144,000 in local funds for the City of San Fernando’s Recreation and Community Services Department to host a 3 mile event to promote its businesses/restaurants, showcase its services/regional landmarks, and provide its residents with public space to play, ride bikes and enjoy the city without cars. Dubbed the San Fernando Street Festival, this grant funded event was held in March 2018. 16.d Packet Pg. 444 JOHN GAHBAUER, MPP, MBA Senior Planning Associate - Grant Writer EDUCATION »●AB, Philosophy, Georgetown University »MPP, Transportation, UCLA Luskin School of Public Affairs »●MBA, Management, UCLA Anderson School of Management PROFESSIONAL EXPERIENCE »Lead Planner, WSP | Parsons Brinkerhoff »Assistant Editor, Cengage Learning Metro Grant Application Assistance | Los Angeles, CA. Grant writer providing authorship of two grants for active transportation projects in the LA County cities of Artesia and Burbank. Developed application and directed maps and analysis in support of 1.5 miles of bicycle and pedestrian facilities (Artesia) and a bicycle and pedestrian bridge over the Los Angeles River (Burbank). Metro Gold Line Foothill Extension Construction Authority, Metro Gold Line Foothill Extension Azusa-Montclair EIR | Monrovia, CA Deputy project manager coordinating the production of a 500-page EIR for a 12.3 mile light-rail extension of the Metro Gold Line. Served as client point-of- contact and coordinated a team of 10 authors over two years. Created numerous public-friendly presentations of engineering and technical data for public meetings and presentations. Metro LA County Bus Rapid Transit and Street Design Improvement Study | Los Angeles, CA. Planner providing an analysis of Metro’s bus system. Analyzed what routes and stop locations had the greatest ridership potential with reconfigured service schedules by using a GIS “transit suitability index”. Identified 108 corridors, developed a screening process for ultimately recommending 9 corridors that could most cost-effectively meet Metro objectives with dedicated peak hour bus only lanes and other general bus speed improvements, such as queue jumps, repaving, limited stops, parking restructuring, installation or optimization of transit signal priority (TSP) systems. Metro Airport Metro Connector | Los Angeles, CA Planner providing pre-engineering rough order of magnitude capital cost estimates for 27 planning concepts and route options for a light-rail connection to LAX airport. Coordinated with engineers and planners to analyses that provided a decision point for early alternatives. John is a transportation planner and author with experience in transportation planning, policy analysis, and grant writing. He recently worked as grant writer on two active transportation projects in LA County (Artesia and Burbank). Previously, John worked as a Lead Planner at Parsons Brinckerhoff (now WSP), an architecture and engineering firm, where he worked on multiple high-profile transit projects and, as deputy project manager, coordinated the writing of the two-year, $2.9 million Metro Gold Line Foothill Extension Azusa-Montclair Environmental Impact Report (EIR). He also contributed to the Metro Airport Metro Connector project and the Metro LA County Bus Rapid Transit study, among others. John also worked as an intern on the ground-breaking SFpark project at the San Francisco Municipal Transportation Agency (“Muni”) and as a policy and programming intern at the San Francisco County Transportation Authority (SFCTA), where he assisted with bid solicitation on an $11 million grant program for low-income mobility needs. John holds an MPP from the UCLA Luskin School of Public Affairs and an MBA from the UCLA Anderson School of Management. 16.d Packet Pg. 445 Metro Sepulveda Pass Corridor Systems Planning Study | Los Angeles, CA. Planner writing the Mobility Problem Definition of the compendium study on transit alternatives to connect Los Angeles’ San Fernando Valley with the Westside. Studied and described the demographic context of the project study area as well as existing land use and activity centers. Coordinated with travel demand modelers to identify travel markets and characteristics and describe link analyses, and with traffic engineers to define existing freeway, HOV, and transit system performance and delay. Metro ExpressLanes Market Research | Los Angeles, CA. Consultant (through UCLA Anderson School of Management) leading a team of MBAs and two expert advisors to design a market research study to understand carpoolers’ attitudes to the then-incipient ExpressLanes project. Surveyed 3,500 carpoolers and organized 4 focus groups to capture input and feedback. Developed a “frequent flyer” style carpooler rewards program concept and a marketing strategy to communicate the project benefits. Publications • California Statewide Transit Strategic Plan, with Juan Matute, Teo Wickland, Jasneet Bains, Brian Taylor, Ribeka Toda, Charles Ye, Riley O’Brien and Herbie Huff. Draft presented to the California Department of Transportation, December 2016. • Does Transit Mean Business? Reconciling Economic, Organizational, and Political Perspectives on Variable Transit Fares, with Allison Yoh and Brian Taylor. Published in Public Works Management & Policy, April 2016. • Current Issues in Environmental Analysis in Transportation, with Irena Finkelstein and Rebecca Kalauskas. Presented at Transportation Research Board conference, Washington, DC, January 2015. • Does Transit Mean Business? Reconciling Academic, Organizational, and Political Perspectives, with Allison Yoh, Brian Taylor. Presented at Transportation Research Board conference, Washington, DC, January 2013. • The Thin Red Line: A Case Study of Political Influence on Transportation Planning Practice, with Brian D. Taylor and Eugene Kim. Published in the Journal of Planning Education and Research, December 2009. 16.d Packet Pg. 446 LINDSEY R. KINER, AICP Transportation Planner - Grant Writer EDUCATION »●●University of California, Los Angeles, Luskin School of Public Affairs, M.A. Urban Planning, »●University of California, Los Angeles, B.A. Political Science PROFESSIONAL EXPERIENCE »Principal/Founder, LK Planning »Senior Planner, San Mateo County Transit District »Transportation Planner, Fehr and Peers »Transportation Planner, WSP (formerly Parsons Brinkerhoff) »Rail Operations Intern, San Mateo County Transit District »Marketing Coordinator, Meyers Nave »Project Manager, Barbary Coast Consulting »Fellow, Coro Center for Civic Leadership Metro Grant Application Assistance | Los Angeles County, CA. Lead author on three Caltrans Active Transportation Program (ATP) Cycle 4 applications in the Los Angeles County region: La Cañada Flintridge, Monrovia, and unincorporated East San Gabriel. Manage application writing and development through close coordination with city sponsors and feedback from LACTMA to produce competitive grant applications. Metro Airport Metro Connector | Los Angeles, CA. Assistant Project Manager of team of eleven sub-consultant firms in developing CEQA/NEPA studies for a direct rail transit connection to LAX. Coordinated both with Metro and subconsultants, to verify consistency between engineering, environmental and modeling tasks. She assisted in the writing and editing of documentation to be included in the DEIS/DEIR, including authoring the Purpose and Need section. She also worked closely with the modeling team to gather and verify data inputs for the special generator Air Passenger Model for the project. San Mateo County Transit District US-101 Express Bus Feasibility Study | San Mateo County, CA Project Manager for planning-level study exploring the financial and operational feasibility of San Mateo County Transit District (SamTrans) operating cross-county express bus services. Led a multi-disciplinary technical team, including travel demand forecasting, community outreach, and conceptual route design specialists. Designed and implemented a creative public outreach process that was focused on engaging commuters at pop-events, including street fairs and local markets. Peninsula Corridor Joint Powers Board, Caltrain Peninsula Corridor Electrification Project EIS/EIR | San Francisco, CA Project planner and lead author of the transportation analysis for the EIR. Analyzed and documented the local and regional transportation impacts of converting Caltrain from diesel to electrical power within a study area spanning 16 cities and three counties. Assisted with validating and calibrating the ridership model for future scenarios and coordinating data consistency across traffic model inputs for over 90 study intersections. Worked with technical specialists to develop and document mitigation measures for traffic, transit, pedestrian and bicycle facilities, emergency vehicle access, and station parking/access. Lindsey is an urban planner with ten years of experience working on transportation and land use projects in both Northern and Southern California. She is passionate about developing sustainable and practical approaches to improving regional mobility and the viability of alternative modes of travel. Lindsey is experienced with preparing CEQA/NEPA documents including initial studies and environmental impact reports for residential, commercial, mixed-use, as well as large transportation projects and plans. Throughout her career, she has served as project manager and deputy project manager on a variety of integrated land use and transportation studies, including the Caltrain Peninsula Corridor Electrification Project EIS/EIR and the LA Metro Airport Metro Connector Project. While at SamTrans, she also managed a number of strategic mobility projects as well as the agency’s short-range transit planning process. Lindsey earned her Master’s in Urban Planning at the University of California, Los Angeles, and is also a graduate of the Coro Fellows Program in Public Affairs in San Francisco. 16.d Packet Pg. 447 SamTrans Youth Mobility Plan | San Mateo County, CA As project manager, directed research and community outreach for county-wide Plan to enhance youth awareness and access to bus services through targeted marketing and service improvement strategies. Outreach included surveys and focus groups with middle school, high school and college-aged youths in San Mateo County to better understand challenges and opportunities around transit use. Recommendations for implementation developed in partnership with students from the Youth Leadership Institute. Santa Cruz County Regional Transportation Commission (RTC), Santa Cruz Rail Feasibility Study | Santa Cruz, CA Deputy project manager for this planning-level study evaluating the operational feasibility of operating passenger rail service for residents and visitors along the scenic 32-mile coastal Santa Cruz Branch Line between Santa Cruz and Watsonville. Coordinated technical analysis and documentation of results for ridership projections, capital and operating costs estimates, and rail operating scenarios. Assisted client with exploring operational feasibility in conjunction with other transportation uses on the corridor, including an adjacent bicycle- pedestrian path operating alongside rail, often in geographically constrained areas along the coast. 601 Marshall Transportation Impact Analysis | Palo Alto, CA Project Manager for this infill, mixed-use development adding Class A office space and retail in Redwood City’s transit-oriented downtown area. Coordinated with City staff on consistency with the General Plan and Downtown Precise Plan. Developed a Transportation Demand Management plan to accompany the project with an emphasis on reducing automobile trips through the provision of bicycle and transit- supportive amenities on-site for employees. Los Angeles Bureau of Sanitation Plastic Bag Ban EIR | Los Angeles, CA Project planner for the environmental study of the ban on use of single-use plastic bags in the City of Los Angeles. Assisted with data gathering and writing of EIR documentation, including the Initial Study and Biological Resources chapter. 16.d Packet Pg. 448 Jenna Tourjé is a planner, strategist, and community builder with more than 10 years of experience in active transportation, healthy communities, and community engagement. She is passionate about partnering with communities on the path to creating healthy, whole and equitable places, where people love where they live and have a voice and a stake in the future. Through her career, Jenna has experience working with elected officials, staff, and residents in multiple cities and counties in Southern California. She has led projects related to health, active transportation, transportation planning, community planning, flood-risk & resiliency, and parks and open space. Her clients include cities, regional and federal agencies, and non-profit collaborations LA County Public Works: LA River Master Plan | Los Angeles, CA Providing facilitation for Advisory Group sub-committees as a contractor to Kearns and West. The LA River Master Plan is a comprehensive blueprint covering all 51 miles of the River. The effort to update the LA River Master Plan was launched in late 2016 to modernize an existing 1996 plan, synthesize more recent ideas for portions of the River, and bring a coherent and comprehensive vision to the transformation and re-imagining of the LA River. Led by Geosytec, Gehry Partners, OLIN, River LA, and Kearns & West. SANBAG: Rim of the World Active Transportation Plan | San Bernardino County, CA As public involvement manager on the project, responsibilities included direction and coordination of outreach and engagement activities throughout the planning process. Specific outreach programs and activities included interactive online surveys, pop-up workshops, stakeholder tours, asset mapping, and community workshops. City of Long Beach: 15th Street Corridor Bicycle Boulevard | Long Beach, CA. Responsible for managing, coordinating, and facilitating outreach and engagement activities throughout the life of the project. Michael Baker provided preliminary engineering services, community outreach, and final engineering services for a citywide network of bicycle boulevard projects on local neighborhood roadways. The network of bicycle boulevards forms the backbone of the city’s bicycle master plan. The 15th Street Corridor Bicycle Boulevard is a 3.3-mile corridor that travels from Magnolia Avenue at 14th Street; easterly on 14th Street to Long Beach Boulevard; northerly to 15th Street; and easterly to Pacific Coast Highway (PCH). The project consisted of Class II and Class III bicycle facilities, traffic circles, roadway rehabilitation, signage and striping improvements, and traffic signal improvements with bicycle detection. JENNA TOURJÉ, AICP, IAP2 Senior Planning Associate - Grant Writer EDUCATION »B.A. International Development, University of California, Irvine »M.S. Urban and Regional Planning, University of California, Irvine »American Institute of Certified Planners (AICP), 2014, 027398 »Licensed International Association of Public Participation Trainer (IAP2), 2014 PROFESSIONAL EXPERIENCE »Founder, Collab Local »Senior Community Planner, Michael Baker International »Millenium Ten Coordinator, Codman Square Development Corporation »Vice President of Community Development, University of California, Irvine »Data and Evaluation, Santa Ana Building Healthy Communities »Hope Center Coordinator, Mika Community Development Corporation 16.d Packet Pg. 449 Jacksonville Transportation Authority: Complete Streets Improvements and Public Workshops | Jacksonville, FL. Provided content and design for outreach materials for the Jacksonville Complete Streets Mobility Workshops. As part of the MobilityWorks program, Michael Baker provided conceptual design and analysis services for implementation of the Complete Streets model in two improvement focus areas. Michael Baker studied the most appropriate application of the Complete Streets model to the focus areas to accommodate all site users, including pedestrians, bicyclists, buses, and vehicles. Part of the design process included two public workshops that brought local residents together to provide ideas and give feedback to existing conditions in the study areas. City of Laguna Beach.: Enhanced Mobility and Complete Streets Transition Plan | Laguna Beach, CA. Provided writing support and plan structure for the final product. Michael Baker prepared a Complete Streets transition plan that will provide the policy framework for the city to implement physical and operational changes to the roadway network to improve conditions for all users including bicycles, pedestrians, transit, and motor vehicles. As part of the project, Michael Baker conducted an extensive analysis of the existing facilities in Laguna Beach that support or hinder mobility, including sidewalk locations, street grades, and speed limits. Extensive community outreach, including an online survey, walk audit, and bike audit, resulted in community identification of issues and opportunities. The final plan included recommendations to improve mobility citywide. City of San Diego Economic Development: Linda Vista Comprehensive Active Transportation Strategy (CATS) | San Diego, CA Responsible for advising on community outreach and participation throughout the project. Michael Baker provided public outreach and GIS modeling services for The Linda Vista Comprehensive Active Transportation Strategy (CATS), a first in the region, with an objective to blend the pedestrian and bicycle master planning processes into one active transportation plan effort. It focuses on GIS modeling and public outreach to arrive at data driven results to develop active transportation projects. Pedestrian and bicycle demand models were overlayed with existing and planned transit routes to determine the high score areas for active transportation propensity. Typologies were created to understand the existing street network and how it relates to land use, so that context-appropriate solutions can be implemented. Two public workshops and an online survey were developed to gain community opinions that would help identify specific areas of need that may not have been captured by modeling efforts. 16.d Packet Pg. 450 DOUGLAS KIM Senior Planning Associate - Transportation Modeling EDUCATION »B.A., Economics/City & Regional Planning; University of California, Berkeley, CA PROFESSIONAL EXPERIENCE »Mayor, City of Belmont »Director, Bay Area Air Quality Management District »Director of Planning, San Mateo County Transit District »Planning Commissioner, City of Redondo Beach »Director of Transportation and Air Quality Planning, PMC »Director of Countywide Planning, LA Metro »Air Quality Specialist, South Coast Air Quality Management District »Assistant Planner, City of Santa Monica »Affiliations include; American Institute of Certified Planners; Bay Area Air Quality Management District, San Mateo City/Council Association Metro Short Range Transportation Plan | Los Angeles, CA. Developed the agency’s first ever short-range transportation plan that prioritized the agency’s needs and allocated available resources over a six-year period. The Plan bridged the annual budget process and 25-year long range plan process to provide guidance on the programming of projects and programs in the short- term. As the Plan’s author, Mr. Kim managed a team of multi-modal planners, financial analysts, and travel demand modelers to come up with a short-term blueprint for the agency’s capital and operating expenditures. It also served as a means to ensure projects that were programmed into the Regional Transportation Improvement Program were ensured funding and Federal approvals. OCTA Regional Planning Services | Orange County, CA. Worked with OCTA staff to support its long range planning goals by representing their interests with the local MPO. PMC staff supports the goals, objectives, and proposed projects of OCTA’s Long Range Transportation Plan by participating in the Southern California Association of Governments regional committees and forums which address their Regional Transportation Plan objectives and elements. PMC acts as an on-going OCTA advocate to SCAG to ensure their LRTP projects are guaranteed Federal funding through the RTP. Metropolitan Transportation Commission Public Outreach and Involvement Program for the Transportation 2035 Plan | San Francisco, CA Served as the technical lead to the consultant support for the MTC’s San Francisco Bay Area outreach program for its “Transportation 2035: Change in Motion” plan. In this capacity, he serve as technical advisor on developing a robust outreach plan that sought meaningful dialogue and input on public priorities that balance mobility, land use, and conservation. Douglas, AICP, serves as a transportation planner and technical modeling analyst for a variety of transportation, environmental, and land use projects. He has 30 years of experience in the public and private sector providing technical modeling and analysis, urban planning studies, environmental assessments, and regional public policy initiatives. He has developed long- and short-range multi-modal transportation plans and transportation corridor studies and worked throughout California to help solve mobility challenges for communities ranging from the San Francisco Bay Area’s Peninsula to the I-8 freeway corridor through San Diego and Imperial counties. His work includes development of alternatives analyses that included establishment of performance measures, alternatives analyses, and managing technical modeling. He is also on a number of boards, including the Board of Directors for the Bay Area Air Quality Management District and San Mateo City/Council Association of Governments. 16.d Packet Pg. 451 Metro Regional Connector Consultant for Little Tokyo Community Council | Los Angeles, CA Under contract to Metro to provide transit and environmental expertise to the LTCC in the evaluation of the engineering and EIR/EIS for the Regional Connector project. He worked with Metro staff, its consultants, and the Little Tokyo community to forge consensus on engineering and environmental mitigation solutions that will accomplish regional goals while addressing local concerns and priorities. Los Angeles County Bicycle Master Plan | Los Angeles, CA While at Metro, Mr. Kim helped develop the countywide Bicycle Master Plan. Key issues included the integration of bicycle infrastructure (e.g., paths, parking facilities) with the multi-modal system, including rail and bus transit nodes. The Plan also included a website interactive feature intended to provide real-time bicycle trip planning for both recreational and non-recreational travel San Mateo County SamTrans Service Plan | San Mateo County, CA Oversaw the transit restructuring plan for San Mateo County’s fixed route bus transit system. This included evaluating the 49 fixed routes through the county’s 21 local jurisdictions, performing market analyses, evaluating route productivity, and modeling new or refined routes that would optimize ridership, revenue, and operating cost. This resulted in the development of a 74-route system that increased ridership systemwide. US-101 Express Bus Study | San Francisco, CA Led the development of a feasibility study looking at a network of long-distance commuter shuttles along the US-101 corridor from San Francisco to San Jose. Analysis focused on fertile travel markets and optimizing a service delivery plan that would balance travel time, ridership, and operating costs. Anaheim Regional Transit Intermodal Center Fixed-Guideway Program | Anaheim, CA Managed the alternatives analysis, environmental impact review, and engineering for a 3.3 mile fixed-guideway transit service linking the proposed ARTIC transit center with the City’s Platinum Triangle and Resort Areas. In his capacity with the Project Management Consultant team, he was coordinating with the Orange County Transportation Authority and Federal Transit Administration to oversee the analysis of three rail alignments and two bus rapid transit alternatives that use fixed-guideway, exclusive right-of-way for at least a portion of the corridor. The project will help enhance Metrolink commuter ridership to the Anaheim area, while also allowing regional transit riders that use future High Speed Rail to access local destinations in Anaheim. of Governments, and the San Francisco Airport Community Noise Roundtable. 16.d Packet Pg. 452 LAUREN C. MULLARKEY-WILLIAMS Transportation Analyst EDUCATION »BS, Science, Policy, Planning, and Development, USC (expected May 2019 | GPA: 3.9) PROFESSIONAL EXPERIENCE »Publisher/Editor-in-Chief, METRANS Transportation Center »Portland State University – Research Fellow, Transportation Research and Education Center »Undergraduate Student Researcher, USC Spatial Sciences Institute »Community Outreach Intern, MIG, Inc. »Office of Councilman Corey O’Connor – Legislative Intern, City of Pittsburgh City Council PROFESSIONAL AFFILIATIONS »California Chapter, American Planning Association »President, QuestBridge Scholars Network » Acting President, SC Mappers METRANS Transportation Center. Supervised all content sourcing and publication for the METRANS On the MOVE weekly newsletter. Editing and curating research, news, events, and scholarship opportunities in the transportation industry. Chairing the newsletter staff including managing communications, content, and student contributions. Portland State University Transportation Research and Education Center. . One of six students selected for a fully funded Transportation Undergraduate Research Fellowship sponsored by one of five U.S. Department of Transportation national university transportation centers. Administered surveys to collect data on travel behavior and public/private transportation equity initiatives. Analyzed and mapped data collected from transit-oriented developments studies. Drafted reports and memos after interviewing officials and riders of bike share systems across the U.S. USC Spatial Sciences Institute. Participated in cutting-edge GIS research to submit for presentations and ultimately publish. Developed models to analyze and visualize the impact of land use policy on urban development. Contributed to longitudinal study of the underlying hydrology of Catalina Island using ArcGIS MIG, Inc. Aided national consulting firm with local, city-level sustainability planning project. Conducted 50-60 surveys on city-maintained landscaping/ drought-friendly plant designs. Recorded and analyzed responses to be presented to the City of Yorba Linda Planning Department. City of Pittsburgh City Council. Apprenticed to local political official overseeing the city’s Department of Parks and Recreation. Provided support to staff with community-based events, constituent services, and correspondence. Authored and edited policy legislation to be discussed in council hearings. Skills: GIS Applications: ESRI ArcGIS Desktop and ArcGIS Pro, OpenStreetMap, Google Earth | Microsoft Office: Access, Excel, SQL Server, PowerPoint, Word | Web/Database Applications: HTML, SQL, R-DBMS Lauren Mullarkey-Williams brings 4 years of professional experience in several interrelated fields, including public policy, transportation and land use planning, geographic information systems, urban development, and sustainability. She has participated in both qualitative and quantitative research projects, including studies on transit-oriented development impacts, land-use regulations, and environmental modeling. She blends her wide variety of interests -- accessibility, biking, design, environmentalism, housing, mobility, social justice, spatial analysis, and sustainability -- through a creative approach to planning. Lauren’s research experience and work throughout Los Angeles County, Portland, and Pittsburgh have provided her a broad perspective and understanding of transportation challenges and opportunities. 16.d Packet Pg. 453 Sabry Abdelmalik has more than 35 years of experience and has participated on numerous multi-disciplinary teams dealing with the planning and development of civil engineering, urban and rural development, and public works projects. He has designed numerous street and highway, grading, storm drain, hydrology, water, and sewer improvement projects. His involvement varied from a staff design engineer to supervising project design engineer responsible for the entire project design and coordination. These projects also included coordination and review of the traffic improvement design, such as traffic signal, street lighting, channelization and traffic control/detour, as part of the contract plans. For 21 years, Sabry worked for Cairo Airport Authority in Egypt, serving as a design engineer, project manager, and ultimately as Chief Airport Civil Engineer for civil engineering projects in and around the airport district, including runways, roads, utilities, water, sewer and storm drain projects. The most important project which was carried out under Mr. Abdelmalik’s supervision, as the manager of the civil engineering team, was the construction of the new terminal at Cairo Airport, which included the main terminal buildings and runway. His additional accomplishments included successful design and construction of the Aero-port de Paris. Civil Engineering for Municipalities • Rail Grade Crossing Improvement Project, Alameda Corridor Agency East (ACE) • 2000/01 Annual street rehabilitation project, City of Alhambra • Tubeway and Yates street reconstruction project, City of Commerce • Valley Boulevard Widening Project, County of Los Angeles/City of Alhambra • Gracewood Sewer project, City of Temple City • 710 Interim local streets improvement project, Caltrans/City of Alhambra Plan Checking Services • Provided direct plan checking services for: City of San Bernardino, City of La Habra Height and City of Pomona Civil Engineering for Educational Institutes • Civil engineering design for new access road around the campus of Cal State University San Bernardino • Infrastructure utility study for west campus of University of California Riverside (UCR) • Grading and drainage construction documents for Surge Research building at UCR • Civil engineering design for Metro link parking structure at Santa Fe Depot Construction Document Packages • Riviera Palm Subdivisions, City of Deer Park, Texas • 620 East Grand Ave., City of Corona • University Park subdivision, City of San Bernardino • Precise grading & pavement design plan for Arbor-Vitae Parking Lots, City of Inglewood SABRY ABDELMALIK, P.E. Principal Engineer EDUCATION »Registered Professional Engineer in California and Texas, (P.E. Civil) License #C- 60522 BENEFITS HE BRINGS TO CLIENTS »Extensive experience as a civil engineer »Expert in safety, traffic, street lighting, and channelization 16.d Packet Pg. 454 Hector is a Caltrans-certified California Local Technical Assistant with extensive experience as a funds manager and estimator. Notably, his experience includes performing rough-order-of-magnitude estimates at the schematic design levels for transit and sustainable active transportation facility design. He understands that cost estimation at the grant stage of a project can be a challenging process, as it is subject to a number of variables including fluctuations in construction costs, utility relocations, property ownership, and potential surface treatments over a variety of surfaces, such as rail tracks and other existing infrastructure. Additionally, Hector has extensive first-hand experience working with cities to obligate and program grant funding. He has prepared several funds management services (E-76 Authorizations to Proceed and programming of funds). Hector works closely with Caltrans Local Assistance to administer Federal-aid to local agencies, including the cities of Azusa, El Monte, Baldwin Park, Lawndale, Placentia, and San Fernando. Relevant Experience Funds Management • Caltrans Environmental Justice Planning Grant, Safe Routes to School Plan: grant funds management and monthly, quarterly, yearly and grant- end reporting | Baldwin/Huntington Park, California • La Verne Regional Commuter Bicycle Gap Closure Project | La Verne, California • Wilmington Avenue Pedestrian and Bicycle Safety Improvements Project| Compton, California • Foothill Boulevard and Palm Drive Traffic Signal Installation | Azusa, California • Mt. Vernon Corridor Intersection Improvement Project | Grand Terrace, CA • Placentia Avenue Rehabilitation Project | Placentia, California • Complete Streets Policy (policy adoption), Living Streets Manual (plan adoption), Health and Sustainability Element (element inclusion into general plan update) | Baldwin Park, California Grant Writing • Community Transformation/RENEW (Renewing Environments for Nutrition, Exercise & Wellness Grant | Baldwin Park, California • “Healthy Kids, Healthy Communities”, Robert Wood Johnson, Active Living by Design, Complete Streets Transportation Grant | Baldwin Park, California • Nutrition Education Opportunity Fund, Training Resource Center- Southern California | California Center for Public Health Advocacy HECTOR RAMIREZ Federal Funding Specialist EDUCATION »M.A., Social Impact, Claremont Lincoln University »BS, Business Administration- Finance and Minor in Economics, CSULA »Funding and Programming Transportation Projects, California Local Technical Assistance Program PROFESSIONAL EXPERIENCE »Finance Manager, California Center for Public Health Advocacy »Account Liaison, H & H Drug Stores, Inc. »Flight Equipment Marine, United States Marine Corps 16.d Packet Pg. 455 Terry brings more than 30 years of financial transit management experience in both the public and private sectors. Terry understands financial strengths and weaknesses from the more than 20 years that he served as the Metro Chief Financial Officer (CFO) for the LA County Metropolitan Transportation Authority (Metro). During his time with Metro, Terry managed the multi-billion dollar funding and programming of major transit capital projects and programs, and secured more than $4 billion in Federal and State grants to supplement Metro’s capital and operating budgets for its regional transportation projects. His knowledge and experience working with Metro provides the valuable insight needed to develop strategic and practical grant application budgets, manage and assist in the bid procurement process, and oversee all aspect of future work which arises through this contract. Relevant Experience In addition to securing more than $4 billion in Federal and State grants, Terry’s accomplishments include: • Ensuring LA Metro’s financial integrity through 17 years in a fluctuating economy dependent upon local sales taxes, numerous state deficits and partisan federal appropriations, and 10 years under a federally-mandated bus service consent decree. • Closing over $1.4 billion in Transportation Infrastructure Finance and Innovation Act (TIFIA) loans for the Crenshaw and Regional Connector light rail projects and Westside Subway Extension, Phase 1. • Issuing $750 million of Build America bonds secured by Measure R sales tax approved by voters in 2008. • Refinancing over $1.8 billion of bonds to achieve $150 million of present value savings. • Closing seven leveraged lease transactions covering $1.2 billion of assets, netting $65 million of upfront cash payments. • Receiving highest Government Finance Officers Association (GFOA) awards for financial statement and budgetary presentations. TERRY MATSUMOTO, CPA Public Funding Specialist EDUCATION »Certified Public Accountant, California »University of California at Los Angeles, Master of Business Administration »University of California at Los Angeles, Bachelor of Arts, Economics BENEFITS HE BRINGS TO THE CITY »Chief Financial Officer (CFO), LA Metro »Controller, Community Redevelopment Agency of the City of Los Angeles (CRA) »Assistant Controller, Republic Geothermal, Inc., Santa Fe Springs, CA »Senior Auditor, PricewaterhouseCoopers (formerly Coopers & Lybrand), Los Angeles, CA and Honolulu, HI 16.d Packet Pg. 456 Jorge Zarza has 15 years’ experience as a regional and city planner, specializing in land use planning, urban design, smart growth, bicycle and pedestrian design, and preparing geographic information systems (GIS) maps. Jorge served as a planner for the Southern California Association of Governments (SCAG). In this position, he integrated health concerns and the built environment to collaborate with multiple cities, including in LA County, to ensure they understood the benefits of long term planning that addresses economic and developmental challenges affecting public health and the built environment. In addition to his planning expertise, Jorge is an expert in Geographic Information Systems (GIS) mapping and cartographically preparing map layouts for grant applications, studies and other applications using ArcGIS and Adobe Illustrator. He prepared several maps in ATP Cycles 1, 2 and 3 and for TIRCP, as well as for several federal grants, including the Transportation Investment Generating Economic Recovery (TIGER). San Fernando Safe Routes to School Plan Planner assisted in the preparation of the San Fernando Safe Routes to School Plan, attending stakeholder meetings, communicating with the community at workshops, and preparing several components of the final Plan, including: mapping infrastructure needs, demographics, socio-economic trends, and preparing zoning, boundary and base maps. Baldwin Park Health and Sustainability Element Assistant planner responsible for preparing community maps for stakeholder engagement meetings and the final Plan. The project involved drafting a new Health and Sustainability Element for the City’s General Plan. The completed Plan has defined actions the City will take over the next several years to improve the health of Baldwin Park residents and to create a cleaner, more sustainable environment. The Plan is also intended to complement the Transit Oriented Development Specific Plan for Downtown Baldwin Park. Rosemead Bicycle Transportation Plan Planner assisted in the preparation, planning and mapping for Rosemead’s Bicycle Transportation Plan. The five-year Plan includes several Class II (Bike Lanes) along major arterials, bicycle parking nodes at City Hall and community centers, and a future Class I (Bike Path) along the So Cal Edison utility easement. In addition to planning, work included several community outreach and stakeholder meetings to obtain feedback into community needs and desires. Huntington Park Bicycle Transportation Plan Planner assisted in the preparation, planning and mapping for Huntington Park’s Bicycle Transportation Plan. Huntington Park’s traditional street grid pattern, diverse land use pattern, and demographics contribute to a high bicycle and pedestrian mode split. This Plan sought to capitalize on these existing conditions to increase the use of bicycling for commuter trips (work and school) and recreational activities. Montebello GIS Mapping Mr. Zarza prepared more than 60 maps for Montebello’s Line-by-Line Transit Analysis. The maps consisted of the City’s existing and proposed bus line routes, while accounting for demographic changes and census data changes, such as median income, population density and zero vehicle households. JORGE ZARZA Senior GIS Mapping Specialist EDUCATION »BS, Urban and Regional Planning, California State Polytechnic University, Pomona »GIS Certificate, Rio Hondo College »American Planning Association (APA), Member PROFESSIONAL EXPERIENCE »Planner, City of San Fernando »Planner and GIS Technician, Southern California Association of Governments »Assistant Planner, City of Baldwin Park 16.d Packet Pg. 457 GIS Mapping • Updated land-use database for Southern California Association of Governments for the 2016-2040 Regional Transportation Plan and Sustainable Communities Strategy. • Produced 64 maps for the City of Montebello’s Line-by-Line Analysis Report, including but not limited to bus line system maps, weekly boarding by stop and direction, transit use by census tract, and route change proposal maps. • Prepared 50 maps for the City of San Fernando’s Active Transportation Plan and Safe Routes to School Project, including but not limited to land use, bikeways, existing conditions, school site, and proposed improvement mapping. • Prepared 23 maps for Baldwin Park’s Non-Motorized Active Transportation Plan, including bicycle lane and pedestrian infrastructure maps, highlighting existing and proposed conditions by neighborhood • Extensive experiencing producing print-ready maps for all types of applications, including: Metro Rail to Rail/River Active Transportation Corridor Project Alternative Analysis - Segment B (GIS Mapping Lead) Bicycle Transportation Master Plan, Huntington Park (Planning and GIS Mapping Lead) Bicycle Transportation Plan, Rosemead (Planner and GIS Mapping Lead) Downtown Specific Plan and Environmental Impact Report (Planner and GIS Mapping Specialist) Health and Sustainability Element, Baldwin Park General Plan (Planner and GIS Mapping Lead) Non-Motorized Active Transportation Plan, Baldwin Park (Planner and GIS Mapping Lead) Compton Ports Access Connector Project (TIGER) (GIS Mapping Lead) Restoration of a Portion of Compton Creek (Urban Streams) (GIS Mapping Lead) Maps for several grant application types, including, but not limited to ATP, HSIP, TIGER, and TIRCP. 16.d Packet Pg. 458 Scott Lopez is a Teaching Associate and Graduate Assistant for the Department of Geosciences and Environment at California State University, Los Angeles. He has held lectures, assisted students with GIS fundamentals and software difficulties, provided supervision of the school’s GIS laboratory, and led several GIS mapping experiences for students, including “Puerto Rico Map-a-thon” and “GIS Day.” Through EBA, Scott provides support to the GIS team by creating maps from raw data and digitizing the data for map production. Highlights and Experience Evan Brooks Associates, Inc. • Los Angeles County Metropolitan Transportation Authority (Metro) Grant Application Assistance: GIS Mapping Assistant providing assistance with the development of several types of maps (including housing, transit-oriented development, and active transportation) for grant applications. Grant applications include SCAG Sustainability, Caltrans’ Active Transportation Program (ATP), and Senate Bill 1 (SB1) funding applications for Metro and several multi-jurisdictional projects throughout the Metro service area. California State University, Los Angeles Graduate Assistant- GIS Lab (09/2017- Present) • GIS Lab supervision at the Department of Geosciences and Environment. • Assisted students with GIS fundamentals and/or software difficulties. • Collaborated with professors pertaining to the job. Teaching Associate (01/22/2018 – Present) • Geog 1550 – 04 “Cultural Geography” Instructor (Spring 2018) • Held lectures and performed administrative duties from creating lecture slides, student assignments, exams to grading as well as the record keeping of those grades. Volunteering • Project Leader- Puerto Rico Relief Map-a-thon. Hosted by CSULA under Professor Bezdecny. (October 14, 2017 & October 20, 2017). • Table Attendee- GIS Day- represented CSULA’s Department of Geosciences and Environment by displaying some of the department’s GIS Products and discussed the departments offered academic programs to potential students. (November 15, 2017). • Research Group Mapper- Worked with a Latinx Studies research group by creating maps from raw data. SCOTT I. LOPEZ GIS Mapping Specialist EDUCATION »MA, Geography (current), California State University Los Angeles »BA, Geography with option in Urban Analysis (graduated 2017, Summa Cum Laude), California State University Los Angeles »AA, Geography and Social Behavioral Science, East Los Angeles College »Certificate in Geographic Information Systems, California State University Los Angeles PROFESSIONAL EXPERIENCE »Teaching Associate, California State University Los Angeles »Graduate Assistant, California State University Los Angeles BENEFITS TO CLIENT »Experience creating GIS maps for several types of applications »Skills include: ArcGIS Online (User and Publisher), Story Map creation, data processing and production, adequate Network Analysis, and Python in ArcGIS  16.d Packet Pg. 459 APPENDIX 5. CLIENT MAP 16.d Packet Pg. 460 Los Angeles PomonaCarsonPasadenaGlendoraBurbankAzusaMonroviaArcadia NorwalkComptonCovinaIrwindaleEl MonteDuarteInglewoodAlhambraVernonBellSouth Gate BellflowerLa VernePico RiveraMontebelloGardena CommerceHawthorneMonterey ParkBaldwin Park Rosemead Culver CityBeverly HillsParamountLa Caada FlintridgeRedondo BeachSan GabrielLa PuenteWe San MarinoTemple CityArtesia Signal HillSouth PasadenaLawndale Huntington ParkSouth El Monte San Fernando MaywoodWest Hollywood ñWe offer a wealth of knowledge and a great depth of experience gained by working with public agencies across the State.OTHER AGENCIES(NOT PICTURED)• Los Angeles County Metropolitan Transportation Authority (Metro)• Los Angeles Department of Transportation (LADOT)• Metro Gold Line Foothill Extension Construction Authority• South Coast Air Quality Management District (SCAQMD)• Southern California Association of Governments (SCAG)• Western Riverside Council of Governments (WRCOG)• Midpeninsula Regional Open Space District (Midpen)OTHER CITIES AND COUNTIES (NOT PICTURED)• City of Banning: Riverside County• City of Garden Grove: Orange County• City of Grand Terrace: San Bernardino County• City of Lake Forest: Orange County• City of Oakland: Alameda County• City of Palmdale: Los Angeles County• City of Placentia: Orange County• City of Richmond: Contra Costa County• City of Santa Ana: Orange County• City of Stockton: San Joaquin County• City of West Sacramento: Yolo County• San Francisco County• San Mateo CountyOUT-OF-STATE CITIES (NOT PICTURED)• City of Eugene, OregonLOS ANGELES COUNTY EBA OFFICE LOCATION16.d Packet Pg. 461 APPENDIX 6. GRANT TYPES 16.d Packet Pg. 462 GRANT TYPES Federal • BUILD, formerly the Transportation Incentive Generating Economic Recovery Program (TIGER) • Community Development Block Grant (CDBG) Funds • HOME Funds • Section 8 Loans • Emergency Shelter Grants • Land and Water Conservation Grants • Economic Development Initiative - Special Project • High Priority Projects (HPP) (Earmarks) • US Environmental Protection Agency (EPA) Capital Improvement Grant • American Recovery and Reinvestment Act (ARRA) • Energy Effi ciency and Conservation Block Grant (EECBG) • Safe, Accountable, Flexible, Effi cient Transportation Equity Act (SAFETEA-LU) • Highway Bridge Replacement and Rehabilitation Program (HBRRP) • Safe Routes to School (SRTS) • Surface Transportation Program (STP) Transportation Enhancement Activities Programs (TEA) • Congestion Mitigation and Air Quality Management (CMAQ) • Transit Section 5310 Senior Mobility and 5309 Bus Facility • Department of Energy Grants • Environmental Protection Agency’s (EPA) Environmental Justice Small Grant Program • US Department of Education’s 21st Century Learning Centers State • Prop 12 Local Recreation Grants (Urban Recreation and Cultural Centers) • Prop 42 (Transportation Funds) • Prop 84 Sustainability Grants (Statewide Park Program, Nature Education Facilities Program, Stormwater Management) • Prop 64 • Prop 1B (Goods Movement) • SB1 Grant Funding • Habitat Conservation Fund • Land and Water Conservation Fund • Active Transportation Program (ATP) • Highway Safety Improvement Program (HSIP) • Gas Tax Funds/Per Capita Funds • Sustainable Communities Grant & Incentives Program • California Air Resources Board Cap and Trade Program • State Coastal Conservancy Funds • River Parkway Water Bond • Offi ce of Traffi c Safety (OTS) Grant • Recreational Trail Grants • Roberti-Z’ Berg-Harris Grant • Murray-Hayden Urban Parks and Youth Service Grant Program • Statewide Park Development and Community Revitalization Program • CalRecycle Tire Recycling, Cleanup and Enforcement Grants • Cal Fire Urban and Community Forestry GHG Reduction Grants • Regional Surface Transportation Improvements (RSTI) • Safe Routes to School (SR2S) • Caltrans Transportation Planning Grants • Nutrition Education and Obesity Prevention (NEOP) Grant • Environmental Enhancement and Mitigation (EEM) Program • California State Parks: Boating and Waterways Division: Shoreline Erosion Control Local/Foundation/Corporate • Local: SCAG grants, Metro/OCTA/SBCTA grants • Amateur Athletic Foundation of LA • Corporate Givings: Bank of America, Chevron, Citigroup, Nike, Adidas, • Foundations: Rockefeller Foundation, Hewlett Foundation, Ralph M. Parsons Foundation, Annenberg Foundation, and the Rosenthal Family Foundation, California Endowment, California Wellness Foundation, Th e Candle Foundation, Charles A. Dana Foundation • For local/foundation grants in your area, we primarily utilize online resources (such as eCivis, Grants.gov, CA.gov/grants, and other online sources) 16.d Packet Pg. 463 APPENDIX 7. AREAS OF EXPERTISE 16.d Packet Pg. 464 AREAS OF EXPERTISE FUNDING SUCCESS: CAPITAL IMPROVEMENT AND PUBLIC WORKS INFRASTRUCTURE DEVELOPMENT PROJECTS Clients frequently reach out to staff to identify grant programs that support their capital improvement projects. Consequently, our staff has identified grant programs and prepared grant applications for a wide gamut of projects, including the construction of teen centers, parking structures, pedestrian bridges, and municipal structures. One of EBA’s major achievements was securing grant funds from the FTA for the construction of the Baldwin Park Transit Center, a five-level parking structure with a pedestrian overcrossing safety bridge over the Metrolink and linking to City Hall and the downtown. FUNDING SUCCESS: ACTIVE TRANSPORTATION/MOBILITY For nearly a decade, EBA has been at the forefront of writing active transportation grants. Before legislation passed in 2013 creating the ATP in the California Department of Transportation (Caltrans), our team had secured 15 SR2S projects and managed 3 Bicycle Transportation TOTAL FUNDS SECURED: $61.4 MILLION TOTAL FUNDS REQUESTED: $90.4 MILLION Figure 7.1. ATP Cycle 3 Results OBTAINED 68% OF REQUESTED FUNDING Account (BTA) projects. After its passage, we have continued to see results – with 11 additional projects funded under the consolidated ATP. While ATP is only in its fourth cycle, we have learned what moves evaluators to select certain projects over others (such as disadvantaged community status, strong regional connectivity, and demonstrating increased numbers in bicycling/walking trips) and know how to position projects to be more competitive. For instance, if the project is lacking in public support, we work with our client to conduct additional outreach to gain evidence of support. Then, instead of simply attaching the sign in sheet, we include an analysis of the support in the application. Public outreach may even yield additional information which can strengthen other areas of the application. In 2016, EBA was contracted by Metro to provide 15 cities with grant writing services for the ATP. Our team successfully secured more than $61.4 million via ATP Cycle 3 (see Figure 7.1). Due to our success, EBA managed all aspects of the ATP Cycle 4 grant process (e.g., writing, outreach, GHG emissions reduction calculations, design, etc.) for Metro, the County of Los Angeles, and local cities. Through our current contract with Metro, our team has prepared 32 ATP Cycle 4 applications for 15 public agencies. Awards are expected to be announced in 2019. Baldwin Park Transit Center 16.d Packet Pg. 465 FUNDING SUCCESS: PUBLIC SAFETY Public safety has always been our first priority when developing grant applications. As such, our team has written numerous grants designed to improve the function and safety of local city facilities, including, but not limited to: • 3 BUILD, formerly TIGER, grant applications; • 27 Caltrans’ HSIP grants applications totaling $16 million (shown in Table 7.1); • 5 Caltrans’ Systemic Safety Analysis Report Program (SSARP) grants worth $913,300; • 33 Metro Call for Projects grants totaling $59 million; and • 3 Metro Expresslanes Net Toll grants worth $2.2 million. As such, our team understands that these applications (particularly the HSIP) require more than writing compelling narratives. By working with engineers who stay abreast of changes to State and Federal laws (such as the Caltrans’ Standard Plans and Specifications, Highway Design Manual, Highway Capacity Manual, California Manual on Uniform Traffic Control Devices (CA MUTCD), California’s Strategic Highway Safety Plan (SHSP), policies and procedures for ADA Agency Project Grant Amount Alhambra Mission Drive $390,000 Alhambra Valley Bl/Marengo Ave Intersection $440,000 Alhambra Valley Bl/New Ave Intersection $645,000 Azusa Arrow Highway Safety Improvements $490,600 Baldwin Park Bogart Ave Signal Improvement $345,000 Bellflower Bellflower Bl Safety Improvements $913,000 Commerce Washington/Garfield Improvements $559,000 Commerce Washington/I-5 Interchange $353,000 Compton Compton Blvd./Willowbrook to Central $1,168,200 Compton Compton Blvd./Willowbrook to City Limits $1,691,098 Compton 20 High Capacity Intersection Improvements $249,800 Grand Terrace Advanced Speed Warning and Intersection Improv.$435,700 Grand Terrace Upgrade Existing Guardrails $648,300 Hermosa Beach Safety Improvements $120,000 Inglewood Crenshaw S Curve $273,000 Inglewood Manchester Ave Safety $172,000 La Verne Bonita/White, Bonita/B Traffic Signals $505,600 La Verne Foothill Blvd Corridor $409,200 La Verne Streetscape Protection Enhancements on Fruit $793,710 La Verne Signal, Lighting and Medians at Durward Way $252,000 Lawndale Mansel/Marine Improvements $249,000 Pico Rivera 19 High Capacity Intersections $853,100 Rosemead SR 19 Rosemead Bl Safety Improvements $479,000 Rosemead Walnut Grove/Rosemead/Garvey Safety Imps.$377,000 San Fernando Intersection Improvements along Metrolink $1,096,000 San Fernando Glen Oaks Boulevard $1,380,400 Stockton Intersection Safety Project $ 793,800 TOTAL $16,082,508 Table 7.1. HSIP Grant Writing Experience 16.d Packet Pg. 466 Vermont Transit Corridor Airport Metro Connector 96th St Transit Station POLA On-Dock Rail Improvements Interstate 5 Golden State Chokepoint Relief Project State Route 71 Freeway Conversion Turnbull Canyon Grade Separation Rosecrans/Marquardt Grade Separation West Santa Ana Light Rail Transit Corridor Interstate 605 / State Route 91 Interchange Improvement POLB On-Dock Rail Improvements SR-57/60 Confluence: Chokepoint Relief Program Gold Line Foothill Light Rail Extension to MontclairLa Cañada Flintridge Soundwalls Project Montebello Bl Grade Separation Orange/Red Line to Gold Line Bus Rapid Transit Connector - North Hollywood to Pasadena East San Fernando Valley Transit Corridor Metro Orange Line Bus Rapid Transit Improvements Green Line Light Rail Extension to Torrance Ventura County PACIFIC OCEAN Orange County San Bernardino County Los Angeles County SANTA CLARITA VALLEY SAN FERNANDO VALLEY LAS VIRGENES MALIBU WESTSIDE CITIES SOUTHBAY CITIES PORT OF LOS ANGELES LAX PORT OF LONG BEACH GATEWAY CITIES ARROYO VERDUGO CENTRAL LA SAN GABRIEL VALLEY Metro Transit (Existing) N Metro Transit (Under Construction) Metrolink Transit Projects Highway Projects regulations, traffic signal timing, traffic engineering modeling and methodologies, County/City traffic standards, methodologies and plans, and the State of California Vehicle Code), we identify cost- effective Caltrans-approved design features and improvements to prevent or eliminate future accidents, and provide support, reasoning, and justification in each grant application. FUNDING SUCCESS: PUBLIC TRANSIT Our team has obtained funding for a variety of public transit and mobility projects. Through the 2018 TIRCP (see Figure 7.2) and SB1 program, we assisted Metro secure nearly $1.8 billion from the State to implement regional transit and highway projects (shown below). As prime consultant to Metro, EBA helped obtain close to $1.8 billion to move the region’s transit and highway system forward. 77+23+NTOTAL REQUESTED $1.42 BILLION TOTAL FUNDS SECURED: $1.08 BILLION OBTAINED 77% OF REQUESTED FUNDING Figure 7.2. TIRCP Results (2018) The secured funding will be used for the development/expansion of the region’s light rail systems and bus rapid transit. We also helped realize freight improvements, grade separations, widening, and traffic flow enhancement projects along major corridors and interstates. 16.d Packet Pg. 467 2016 AWARD OF EXCELLENCE COMPREHENSIVE PLAN In 2016, the City of Baldwin Park’s Health and Sustainability Element was awarded the “Award of Excellence” from the APA. FUNDING SUCCESS: ENERGY EFFICIENCY AND SUSTAINABILITY City energy waste produces higher than necessary energy bills, affecting the City’s ability to spend money on more pressing issues. As a firm, we have helped City’s save energy by securing grants that curb energy use, including: • SCAQMD’s CMAQ funding totaling $1 million for electric vehicle charging stations for 2 cities, • SCAQMD’s Energy CEC program funding totaling $2 million for LED and lighting improvements for 3 cities, and • California Strategic Growth Council’s Sustainable Communities funding totaling $1.3 million. FUNDING SUCCESS: PARKS, RECREATION, AND STORMWATER We have prepared several successful urban greening plans and grant applications. In fact, in 2016, the City of Baldwin Park’s Health and Sustainability Element (prepared in collaboration with MIG) was awarded the American Planning Association (APA) California Division’s Award of Excellence for a Comprehensive Plan. The Health and Sustainability Element’s goals, policies, and actions will help the public understand the framework for improving local environmental conditions and promote healthy living practices among residents. More recently, we secured $1.8 million through the California Natural Resources Agency’s Urban Rivers Grant for the City of Pico Rivera to install and construct water saving mechanisms through green infrastructure in medians along Mines Avenue and adjacent areas. Mechanisms include bioswales, catch basins and other filtration systems (e.g. inverted roadway/permeable asphalt). Green infrastructure will divert, treat, and replenish water resources from stormwater and neighborhood runoff, preventing and/or treating water prior to entering the Rio Hondo and San Gabriel Rivers using existing diversion systems/spreading ponds. Use of sustainable native and drought tolerant plants will limit water usage and need for water resources. We are also grant writers for the Midpen. Created in 1972, Midpen is an independent special district that has preserved over 63,000 acres of public land and manages 26 open space preserves. Midpen’s boundary extends from San Carlos to Los Gatos and to the Pacific Ocean from south of Pacifica to the Santa Cruz County line. Midpen’s purpose is to create a regional greenbelt of unspoiled public open space lands in order to permanently protect the area’s natural resources and to provide for public use and enjoyment. 16.d Packet Pg. 468 One of the many ways we promote cities, obtain community input for grant applications, and improve civic engagement with all community members is via Community Congresses (see Competitive Capabilities Statement in Appendix) and Open Streets events. Open Streets initiatives temporarily close streets to automobiles, allowing residents to walk, bike, skate, dance and utilize the roadways in countless creative and active ways. From Los Angeles to Miami, open streets have become a way for cities to build community, promote active transportation, and reconnect neighborhoods divided by traffic. To date, we have secured and managed Open Streets grants and events for 6 cities totaling roughly $600,000. According to independent surveys, Open Streets events managed by EBA draw roughly 5,000-7,000 community members who participate for 120 minutes, on average. PHYSICAL ACTIVITY CLASSES CULTURE AND EDUCATION RECREATION AND PLAY LOCAL BUSINESS GAMES AND PROMOS PET SERVICES SPORTS 94%of people agreed that Open Streets is an event that welcomes everyone. Open Streets include a wide variety of activities, including: 16.d Packet Pg. 469 APPENDIX 8. TABLE OF EXPERIENCE 16.d Packet Pg. 470 ADDITIONAL EXPERIENCE Beyond grant writing, our team of AICP-certified planners have worked on a wide number of projects, many of which include grant writing, management and lobbying activities. The following Table 8.1 provides a list of projects that include grant writing or a related service. Please note: This list is NOT comprehensive and serves as a representation of the diverse types of work completed by our firm.Transportation PlanningCommunity OutreachGrant Writing Grant Funds ManagementEnvironmental ComplianceBenefit- Cost Analysis (BCA) TRANSPORTATION PLANNING AND OUTREACH PROJECTS Azusa Intermodal Transit Center  Azusa Traffic Warrant Study for Foothill Boulevard  Azusa Santa Fe Depot Preliminary Rehab/Reuse Analysis  Baldwin Park Health and Sustainability Element  Baldwin Park Commuter Connector Express Feasibility Study  Baldwin Park Metrolink Transit Center Construction Management  Baldwin Park Non-motorized Active Transportation Plan  Beaumont Traffic Count and Analysis  Bell SSARP Project Coordination Assistance  Bellflower Governmental Outreach  Burbank Transit Oriented Development Planning Services  Burbank ADU Application Review and Plan Check  Beverly Hills Pedestrian Counts and Evaluation  Caltrans Safe Routes to School Miniseries Workshops  Compton Safe Routes to School Plan  Compton SR 91 Improvement Coordination  Compton Bicycle and Pedestrian Counts for Compton Blvd. Compton Engineering and Traffic Survey  Compton Street Lighting Survey  Culver City Title VI Report - Technical Support  Covina Downtown Parking Study  El Monte Transit Oriented Downtown Specific Plan  El Monte Boulevard Bus Tunnel Alternative Analysis  El Monte/South El Monte Open Streets Program  El Monte Downtown/Norms Parking Study  Gardena Kabana Nursury Traffic Impact Study  Gardena Parking Impact Study  Gardena National Transit Database Survey and Reporting  Hawthorne Downtown Specific Plan: Traffic Impact Analysis  Huntington Park Bicycle Master Plan  Huntington Park Transportation Program Management  Table 8.1. Project Experience: Grant Writing (NON-COMPREHENSIVE) 16.d Packet Pg. 471 Transportation PlanningCommunity OutreachGrant Writing Grant Funds ManagementEnvironmental ComplianceBenefit- Cost Analysis (BCA)La Verne Traffic Warrant Analysis for White St./Durward Way  Lawndale Traffic Modeling for Inglewood Avenue  Lawndale Planning Staff Augmentation  Los Angeles Department of Transportation GIS Services  Metro Active Transportation Corridor (ATC), Segment B Alternatives Analysis  Metro Sustainability Program Assistant Services  Montebello Bus Stop Evaluation and Recommendations Report Montebello Triennial Line-by-Line GIS Mapping Services  Norwalk Community Congress Forum  Pasadena Allen Station Gold Line Safety Enhancements Outreach  Placentia Old Town Santa Fe Revitalization Plan  Rosemead Ivar Avenue Traffic Management Community Meeting  Santa Ana Fixed Guideway Street Car Project Administration  San Gabriel Broadway Roadway Improvements Project Administration  San Fernando Active Transportation Plan and Safe Routes to School  San Fernando Open Streets Program  San Fernando Planning Staff Augmentation  San Marino Historic Preservation Program  Santa Monica Third Street Promenade Pedestrian Linkages Survey  Temple City Fixed Route Transit Study  West Hollywood On-Call Transportation Planning and Administration  Vernon-Huntington Park Open Streets Program   GRANT WRITING/GRANT FUNDS MANAGEMENT Alhambra Transportation Grant Writing  Arcadia Huntington Drive Improvements Grants Assistance  Artesia Safe Streets Project Grants Assistance  Azusa Transit Center Grant Management, Funds Management, and Grant Writing Assistance  Baldwin Park Grant Management  Bell Grant Writing Services  Bellflower Grant Writing Services  Carson Grant and Funds Management  Commerce Grant Writing Services  Compton Funds Management and On-Call Grant Writing  Duarte Metro Call for Projects  El Monte Grant Writing/Funds Management  16.d Packet Pg. 472 Transportation PlanningCommunity OutreachGrant Writing Grant Funds ManagementEnvironmental ComplianceBenefit- Cost Analysis (BCA)Hermosa Beach Grant Management  Huntington Park Grant Writing/Management  Inglewood Grant Writing/Management  Irwindale Active Transportation Grant Writing  La Verne Grant Writing/Monitoring Retainer  Lawndale Grant Management  Metro Grant Application Assistance Project (2016) Metro Grant Application Assistance Project (2017-2020) Pico Rivera Grant Writing Services  Redondo Beach Grant Management  Rosemead Grant Writing Services  San Gabriel Grant Writing Services  SCAG Grant Writing and Management  Stockton HSIP and ATP Grant Writing Services  West Hollywood Grant Writing and Advisory Services   ENVIRONMENTAL COMPLIANCE Azusa Air Quality Study for Foothill Boulevard  Caltrans Preliminary Environmental Studies (PES): Multiple Municipalities and Multiple Projects  Compton Raymond Street Park Improvements: CEQA Documentation and Review  El Monte Environmental Impact Report for the Transit Oriented Downtown Specific Plan  Hawthorne Downtown Specific Plan: Environmental Impact Report  Placentia Old Town Specific Plan: CEQA Documentation and Review  San Gabriel Broadway Roadway Improvements Project: CEQA Documentation and Review  Santa Ana Mitigated Negative Declaration for Tustin Avenue Retail Project  16.d Packet Pg. 473 APPENDIX 9. SAMPLE GRANT APPLICATION (CONFIDENTIAL) 16.d Packet Pg. 474 16.d Packet Pg. 475 GRANT APPLICATION Mines Avenue Flood Control through Stormwater and Urban Greening Pilot Project October 2016 Prepared for Applicant CALIFORNIA NATURAL RESOURCES AGENCY’S CITY OF PICO RIVERA URBAN RIVERS GRANT PROGRAM 16.d Packet Pg. 476 16.d Packet Pg. 477 16.d Packet Pg. 478 9 BRIEF PROJECT SUMMARY A. Summarize the specific project for this grant request and how it meets the program goals. In 2014, California voters passed the Water Quality, Supply, and Infrastructure Improvement Act, which added Section 79730 to the Public Resources Code, authorizing the Legislature to appropriate funds to the California Natural Resources Agency (Agency) for green infrastructure that conserves water, improves water quality, water supply, public health, reduces greenhouse gas emissions, restores, and protects rivers, creeks and stream. Under the Urban River Program Guidelines, Projects must be multi-benefit to watershed and urban rivers enhancement projects in urban watersheds that increase regional and local water self-sufficiency. These Projects are required to meet at least two of the following five statutory objectives: • Promote Groundwater Recharge and Water Reuse • Reduce Energy Consumption • Use Soils, Plants, and Natural Processes to Treat Runoff • Create, or Restore Native Habitat • Increase Regional and Local Resiliency and Adaptability to Climate Change This project is designed primarily to promote groundwater recharge and water reuse as well as use soils, plants, and natural processes to treat runoff. The innovative and cooperative nature of the project also supports the goals of ATP, SRTS, and Trails Systems. This is achieved through the collaboration with an existing approved and funded active transportation project along and adjacent to the project corridor. The proposed project enhances a larger regional active transportation network, therefore allowing for the reduction of energy consumption (fossil fuels) as well as the increase in regional and local resiliency and adaptability to climate change. Moreover, the project addresses safety issues in the neighborhoods between the Rio Hondo and San Gabriel Rivers, along the project corridor, by addressing and mitigating flooding and stormwater issues, while taking advantage of new systems to treat and recharge groundwater sources, and reuse the water to support soils, plants, and other native habitats. This application supports and supplements existing project-related funding from ATP Cycle 2, as the City seeks to further support groundwater recharge and water reuse and additional water saving mechanisms through green infrastructure in medians along Mines Avenue and adjacent areas. Funding from the Urban Rivers grant will allow for mechanisms, which include bioswales, catch basins, and other filtration systems (i.e. inverted roadways/permeable asphalt) to address and mitigate significant neighborhood flooding in the project area and adjoining areas. A self-sustaining project, as the project alone will support the goals of Urban Rivers described above; it also coincides with the City's desire to develop a bikeable and walkable community with green infrastructure, limiting water usage along the Mines Avenue Bike and Pedestrian Bridge Project. Green infrastructure will be designed to divert, treat, and replenish water resources coming from various forms of stormwater and neighborhood runoff, preventing and/or treating water prior to it entering either the Rio Hondo or San Gabriel Rivers using existing diversion systems/spreading ponds. The project will utilize sustainable native/drought tolerant plants, shrubs, and trees, to limit water usage and/or need for water resources. 16.d Packet Pg. 479 10 B. If the proposed project is in a disadvantaged community, please describe here (evidence required): The proposed project is wholly within a disadvantaged community, both as described under California's SB 535: California Global Warming Solutions Act of 2006: Greenhouse Gas Reduction Fund, as well as under the State of California Department of Education Student Poverty Free or Reduced Price Meals (FRPM) calculations. CalEPA has used the CalEnviroScreen (CES 2.0) (map attached) to help identify California communities as disadvantaged pursuant to Senate Bill 535. There are 68 Census tracts within three miles of the project, 50 of which rank among the top 25% CES score, and 20 have lower than 80% of the statewide median household income. Pico Rivera's CES 2.0 percentile ranges from 61% - 95% disadvantaged population, based on 13 different tracts within the City. 70% of those zones rate 90 – 95% disadvantaged. Of the project's 1.6 total miles, 1.2 miles straddle multiple census tracts. The tract (6037500700) that completely contains the westernmost 0.4 miles of the project is in the 81-85% CES percentile range. Of the remaining five tracts adjacent to the project, one falls into the same 81-85% percentile range, and two are in the 91-95% CES range. As such, there is clear evidence that the regional as well as the community of Pico Rivera would greatly benefit from funding related to this project, as there is little ability to provide for greater funding allocations from community revenue sources. Further, the project, stretching from Pico Rivera's easternmost to its westernmost border, passes five of the Rivera School District's (serving the city of Pico Rivera's residents) 13 schools. On average, 75.6% of students in those schools are eligible for FRPM programs (with a range from 65.8% - 84.4% eligibility). Of the districts 13 schools, on average, 75.8% of its students are eligible for the FRPM programs. Utilizing the Disadvantage Community Tool through the Urban Rivers Application Guidelines provides further confirmation that the Community of Pico Rivera has numerous areas that serve disadvantaged residents. This is evident, as areas “immediately adjacent” and within one-half mile from the project area are at a median household income of less thank $40,000 (report attached), with the lowest levels at less than $35,000. As the project area is over 1.5 miles long, it should be noted that the tool reports different median income levels throughout, so there is a lack of consistent and accurate reporting along the entire corridor. The lowest levels, however, were the aforementioned median household income below $40,000. It is for this reason that the City estimates that the CalEnviroscreen and FRPM information previously described provides a more accurate depiction of a disadvantaged community. All requested funds will be expended in the areas described above. 16.d Packet Pg. 480 11 ELIGIBILITY CHECKLIST To help determine eligibility, prior to completing an application, answer the following questions and include the checklist with a completed application. Criteria Yes/No 1. Is the Applicant one of the entities listed below? (Mark applicable) YES Public Agency X Non-profit organization 501 (c) (3) Public utility Federally recognized Indian tribe State Indian tribe listed on the Native American Heritage Commission’s California Tribal Consultation List Mutual Water Company 2. Does the project meet at least two (2) of the statutory conditions listed on page 1? YES 3. Is the project part of a stormwater or urban greening strategy for the jurisdiction? YES 4. Is the project located in an urban area as defined? If yes, list the applicable plan covering the project area that designates or defines the area as urban. (May include, but is not limited to general plans, specific plans, or community plans). Plan Name: City of Pico Rivera General Plan YES 5. If applicable, please provide the name of the Stormwater Resource Plan (or functional equivalent) that is applicable to this project. Plan Name: Urban Water Management Plan Lead Agency/Entity: City of Pico Rivera / Pico Rivera Water Authority If the project is not currently listed in the plan, a letter will need to be submitted from the Lead Agency confirming the Project is consistent with a Stormwater Resource Plan, or functional equivalent. Is a letter from the Lead Agency included in this application? YES 6. Is the project consistent with sample eligible projects listed on page 3? YES 7. Does the project provide multiple benefits? YES 8. (Acquisitions Only) – Will the property be purchased at fair market value? N/A 16.d Packet Pg. 481 16.d Packet Pg. 482 10/3/2016 Application Preview https://soar.resources.ca.g ov/Pr oposal_Mg mt/ProposalPreviewSubmit.aspx 1/28 Welcome Danie l Bar te ls on of  City of Pico Rive r a ­ De par tm e nt of Public Wor k s . If  this is  not y our A c count, please log out. Con tact U s  |   Logout Main Menu > Application Preview Application Preview This  is  a preview of your ap plication. Pleas e review and confirm  the inform ation is  accurate before s ubm itting the application. SOAR wil l perform  a check to verify whether required fields  are com pleted and/or required attachm ents  are uploaded.  Once you have verified the i nform ation, pleas e read the certification s tatem ent and ente r your initial s  to s ubm it the application to th e State Water Board. Note: To print the application, pleas e us e the “FILE ­> PRINT” m enu option on the brows er. PIN 174 ­ M ine s  Ave nue  Flood Contr ol thr ough Stor m w ate r  M anage m e nt & Ur ban Gr e e ning Pilot Pr oje ct ­ IN PROGRESS  Application Preview RFP Title:Cali fornia Urban Rivers  Grant Program  ­ June 2016 Submitting Organization: City of Pico Rivera Submitting Organization Division: Departm ent of Public Works Project Title:Mines  Avenue Flood Control through Storm water Managem e nt & Urban Greening Pilot Project Project Description: This  application s upports  and s upplem ents  funding for water s aving m echanis m s  through green infras tructure in m edians  along Mine s  Avenue an d adjacent areas . Mechanis m s  include bios wales , catch bas ins , and other fi ltration s ys tem s  (i.e. i nverted roadways /perm eable as phalt). A s elf­s us taining project; it als o coincides  with the City's  des ire to develop a bikeable and walkable com m unity with green infras tructure, lim iting water us age along the Mines  Ave nue Bike and Pedes trian Bridge Project, and m itigate s ignificant neighborhood flooding in adjoining areas . Green infras tructure will be des igned to divert, treat, and replenis h w ater res ources com ing from  various  form s  of s torm water and neighborhood runoff, preventing and/or treating water prior to it ente ring e ither the Rio Hondo or San Gabri el Rivers  us ing exis ting divers ion s ys tem s /s preading ponds . The project utilizes  s us tainable native/drought tolerant plants , s hrubs , and trees , to lim it water us age and/or need for water res ources .   APPLICANT DETAILS Applicant Organization: City of Pico Rivera Applicant Organization Division: Departm ent of Public Works Applicant Address:6615 Pas s ons  Boulevard , Pico Rivera , CA ­ 90660   PROJECT LOCATION Latitude :33.992040000      Longitude:   ­118.089940000 Watershed:Lower San Gabriel River County:Los  Angeles Estimated Date of Completion: 12/27/2019 16.d Packet Pg. 483 10/3/2016 Application Preview https://soar.resources.ca.g ov/Pr oposal_Mg mt/ProposalPreviewSubmit.aspx 2/28 Subm itter Name: Subm itter Phone: Subm itter Fax: Subm itter Email: Name: Division: Address: Federal Tax  ID: Applicant Information City of Pi co Rivera Departm ent of Public Works 6615 Pas s ons  Boulevard Pico Rivera, CA , 90660 95600603         Project Address (or nearest cross street): Mines  Avenue Nearest City/Tow n:Pico Rivera Cordinates Represent: Center of Project Area Coordinates Determined Using: SOAR GIS Res ource Tool   PROJECT BUDGET Funds Requeste d($):1,801,615.00 Local Cost Matc h($):3,900,000.00 Total Budget($):5,701,615.00 Funding Progr am Applied Propos ition 1 Yes Project Management Role Title First Name Last Name Phone Fax Email Project Director: Authorized Representative Dir of Publi c Works /City Eng Jam es Enriquez 562­80 1­ 4421  jenriquez@pico­ rivera.org Project Manager: Day to day contact Senior Analys t Maria Carrillo 562­80 1­ 4343  m carrillo@pico­ rivera.org Person Submitting Infor mation Daniel Bartels on 626­799­8011 daniel @ebaplanning.com Legislative Information Primary Additional District(s) Senate Dis trict 32   As s em bly Dis trict 58   US Congres s ional Dis trict 38   Contacts Name Phone Email City of Pico Rivera Jam es  Enriq uez 562­801­4421 jenriquez@pico­ rivera.org City of Pico Rivera Maria Carrillo 562­801­4343 m carrillo@pico­rivera.org City of Pico Rivera Jos e Loera 562­801­4421 jloera@pico­rivera.org Cooperating Entities Role Name Phone Email 16.d Packet Pg. 484 10/3/2016 Application Preview https://soar.resources.ca.g ov/Pr oposal_Mg mt/ProposalPreviewSubmit.aspx 3/28 There  a re  no COOPERATING ENTITIES to displa y. Pre Submission Attachm ent Title Phase Submis sion Period Date & Tim e 01.Location Map PHASE1 PRE SUBMISSION 10/3/201 6 12:35:22 PM 02.USGS 1:24,000 Scale Quad Map PHASE1 PRE SUBMISSION 10/3/201 6 12:35:33 PM 03.Site Plan PHASE1 PRE SUBMISSION 10/3/201 6 12:35:56 PM 04.Photographs PHASE1 PRE SUBMISSION 10/3/201 6 12:36:11 PM 05.Storm water Plan Verificati on Le tter PHASE1 PRE SUBMISSION 10/3/201 6 1:54:45 PM 06.Authorizing Res o lution PHASE1 PRE SUBMISSION 10/3/201 6 12:44:45 PM 08.Local Supp ort Le tters PHASE1 PRE SUBMISSION 10/3/201 6 12:45:26 PM 09.Status  of CEQA PHASE1 PRE SUBMISSION 10/3/201 6 12:45:43 PM 10.Dis advanta ged Com m unity PHASE1 PRE SUBMISSION 10/3/201 6 12:45:57 PM 11.Property Data She et PHASE1 PRE SUBMISSION 10/3/201 6 12:46:30 PM 12.As s es s or ’s  Parcel Map PHASE1 PRE SUBMISSION 10/3/201 6 12:46:41 PM 13.Adequate Site Control/Land Tenure PHASE1 PRE SUBMISSION 10/3/201 6 12:47:03 PM 14.Cos t Es tim ate/Additional Sources  of Funds PHASE1 PRE SUBMISSION 10/3/201 6 12:47:16 PM 15.Project Perm it/Approva l Status PHASE1 PRE SUBMISSION 10/3/201 6 12:47:25 PM 17.Corps  Cons ultati on Fo rm PHASE1 PRE SUBMISSION 10/3/201 6 12:47:41 PM Download all Pre Submission Attachments   Post Submiss ion Attachment Title Phase Date & Time Attached No Post Submission Atta chme nts Ava ila ble  to Display Post Aw ard Atta chment Title Phase Date & Time Attached No Post Aw a rd Atta chme nts Ava ila ble  to Displa y   Questionnaire ­ Phase1 PROJECT SUM M ARY I Name of River, Stream or Creek.  Ans wer:The San Gabriel and R io Honda Rivers  are on Pico Rivera's  eas t and w es t borders , res pectively. II Please check tw o of the statutory conditions your project complies w ith:  Ans wer:l Prom ote Groundwater Recharge Treat Runoff III Project Type (Acquisition or Development)  Ans wer:l Developm ent IV Acre­feet of w ater captured  Ans wer:6.000 V Acres of habitat created 16.d Packet Pg. 485 10/3/2016 Application Preview https://soar.resources.ca.g ov/Pr oposal_Mg mt/ProposalPreviewSubmit.aspx 4/28  Ans wer:0.000 VI Acres of habitat restored  Ans wer:0.000 VII Acres of habitat acquired  Ans wer:0.000 A Summarize the specific project for this grant request and how  it meets the program goals.   Ans wer:In 2014, California voters  pas s ed the Water Quality, Supply, and Infras tructure Im provem ent Act, which  added Section 79730 to the Pub lic Res ources  Code, authorizing the Legis l ature to appro priate funds  to the Californi a Natural R es ources  Agency (Agency) for green infras tructure that cons erves  water, im proves  water quality, wa ter s u pply, public health, reduces  green hous e gas  em is s ions , res to res , a nd protects  rivers , creeks  a nd s tream .  Under the Urban River Program  Guidelines , Projects  m us t be m ulti­benefit to waters he d and urban  rivers  enhancem ent projects  in urban waters heds  that increas e regional and local water s elf­s ufficiency. Thes e Pro jects  are required to m eet at leas t two of the following five s tatutory objectives : • Prom ote Groundwater Recharge and Water Reus e • Reduce Energy Con s um ption • Us e Soils , Plants , and Na tural Proces s es  to Treat Runoff • Create, or Res tore Native Habitat • Increas e Regional and Local Res iliency and Adaptabil ity to Clim ate Change This  propos ed Mines  Avenue Urban Rivers  Project bas ed in th e City of Pico Rivera is  des igned to accom plis h the goals  of the Urban Rivers  Program  to prom ote groundwater recharge a nd water reus e  as  well as  us e s oils , plants , and natural proces s es  to treat runoff. Additionally, the innovative and cooperative nature of the project delivers  m ulti­leve l benefits  to the neighborhood and com m unity through enhancing broader City program s  a nd go als , and collaborating with an exis ting approved and funded Active Trans portation Program  (ATP) project alongs ide and adjacent to the propos ed urban rivers  project co rridor. By enhancing the regional active trans portation network, the urban rivers  project s upports  the goals  of ATP, Safe Route s  to Schools  (SRTS), and Trails  Sys tem s  and will prom ote reduction of energy dem and and green hous e gas  em is s ions  as res idents  replace m o torized vehicle us age with active trans port options  s uch as  walking or biking, as  well as  increas ing  regio nal and local res iliency and adaptability to clim ate change. Moreover, the project addres s es  s afety is s ues  in the neighborho ods  b etween the Rio Hondo and San Gabriel Rivers , al ong the project corridor, by alleviating flooding and s torm water is s ues , while taking advantage of new s ys tem s  to treat and recharge grou ndwater s ources , and reus e the water to s upport s oils , plants , and othe r native habitats .  This  application s upports  and s upplem ents  exis ting project­related funding from  ATP Cycle 2, as the Ci ty s eeks  to furth er s upport groundwater recharge and water reus e and additional water­ s aving m echanis m s  through green infras tructure in m edians  along Mines  Avenue a nd ad jacent areas . Funding from  the Urban Rivers  grant will allow for m echanis m s , which include bios wales , catch bas ins , and oth er filtration s ys tem s  (i.e., inverted roadways /perm eable as phalt) to addres s and alleviate s ignificant nei ghborhood floodi ng in the project corridor and adjoining areas . Although this  project i s  fully s elf­s us taining as  it will fund and s upport the goals  of Urba n Rivers Program  des cribed above, it has  increas ed opportunity for com m unity benefit as  the tim efram e and project goals  coincide w ith the City's  plans  to develop a bikea ble and walkable com m unity, the Mi nes  Avenue Bike and Pedes trian Bridge Project that features  green infras tructure. Green infras tructure will be des igned to divert, treat, and replenis h w ater res ources  com ing from  various form s  of s torm water and neighborhood runoff, preventing and/or treating water prior to it e nterin g 16.d Packet Pg. 486 10/3/2016 Application Preview https://soar.resources.ca.g ov/Pr oposal_Mg mt/ProposalPreviewSubmit.aspx 5/28 either the R io Hondo or San Gabriel Ri vers  us ing exis ting divers ion s ys tem s /s preading ponds . The project will utilize s us tainable native/drought tolerant plants , s hrubs , and trees , to li m it water us age and/or need fo r water res ources . B If the propose d project is in a disadvantaged community, please describe here (evidence required):   Ans wer:The propos ed project corridor falls  wholly within a dis advantaged com m unity, both as  des cribed under California's  SB 535: California Global Warm ing Solutions  Act of 2006: Greenhous e Gas Reduction Fund and the State of Califo rnia Departm ent of Education Student Poverty Free or Reduced Price Meals  (FRPM) calculations . CalEPA us es  the CalEnvironScreen 2.0 (CES) to identify Cali fornia com m unities  a s  dis advantaged purs uant to Senate Bill 535. There are 68 cens us  tracts  within three m iles  of the project corridor, 50 of which rank am ong the top 25% CES s core, and 20 of which have lower than 80% of the s tatewide m ed ian hous ehold i ncom e. Pico Rivera's  CES percentile ranges  from  61% to 95% dis a dvantaged population, bas ed on 13 different tracts . 70% of thos e zones  rate as  90­95% dis advantaged. Of the project corridor's  1.6 total m iles , 1.2 m iles  s traddle m ultiple cens us  tracts . The tract (6037500700) that com pletely contains  the wes ternm os t 0.4 m i les  of the project is  in  the 81­85% CES percentile range. Of the rem ai ning five tracts  adjacent to the project, one falls  into the s am e 81­85% percentile range, and two are in the 91­95% CES range. There is  clear evide nce jus tifying that this  project will  s erve and benefit the dis advantaged com m unity of Pico Rivera, which would greatly benefit from  funding related to this  project, as  there is  little ability to provide additi onal funding allocations  from  lim ited com m unity revenue s ource s .  The project corridor, s tretching from  Pico Rivera's  eas ternm os t to its  wes ternm os t border, pas s es five of the 13 s chools  in the  El Rancho Unified School D is trict (ERUSD), which s erves  the city of Pico Rivera's  res idents . On  average, 75.6% of s tudents  in th es e five s chools  are eligible for FRPM program s  (with a range of 65.8% to 84.4% eligibili ty). Acros s  the entire dis trict's  13 s chools , an average of 75.8% of its  s tudents  are eligible for the FR PM program s .  Us ing the Dis advantaged Com m unitie s  Tool through the Urban Rivers  Application Guidelines provides  further confirm ation that the project area withi n the C ity of Pico Rivera qual ifies  as  a dis advantaged com m unity, wi th s i gnificant areas  of dis advantaged  res id ents . Areas  "im m ediately adjacent" and within one­half m ile from  the project area are at a m edian hous eho ld incom e of les s  than $40,000 (re port a ttached), wi th the lowes t levels  at les s  than $35,000. As  the project area is  over 1.5 m iles  long, it s hould be noted that the tool reports  different m edian i ncom e levels throughout, s o there is  a lack of cons is tent reporting along the entire corridor. The lowes t levels , however, are the aforem entioned m edian hous ehold incom e below $40,000. For this  reas o n, the City believes  that the CES and FRPM inform ation previous ly des cribed provides  a m ore  accurate depiction of their com m unity, and fully jus tifies  the des ignation as  a dis advantaged com m unity. All reques ted funds  will be expended in the areas  des cribed above. ELIGIBILTY CHECKLIST 1 Is the applicant one of these entities?  Ans wer:l Public Agency 2 Does the project meet at least tw o (2) of the statutory conditions listed on page 1?  Ans wer:l Ye s 3 Is the project part of a stormw ater  or urban greening strategy for the jurisdiction?  Ans wer:l Ye s 4 Is the project located in an urban area? If yes, list the applicable plan covering the project area that designates or  defines the area as urban. (May include, but is not limited to general plans, specific plans , or community plans).  Ans wer:l Ye s 16.d Packet Pg. 487 10/3/2016 Application Preview https://soar.resources.ca.g ov/Pr oposal_Mg mt/ProposalPreviewSubmit.aspx 6/28   Ans wer:For purpos es  of the Urban R ivers  Grant program , an u rban area is  a geographic area des ignated or defined as  urban b y an applicable plan covering the  proje ct area, incl uding, but not lim ited to general plans , s pecific plans , or com m unity plans . The City of Pico Rivera, while a s uburb of the City of Los  Angeles , is  defined as  an urban area, and as  s uch, the entire project area is com pletely located wi thin an urban are a. The Pico Rivera General Plan s pecifies  Pico Rivera as  a "highly urbanized com m uni ty". The City has  adopted an Urban Water Managem ent Plan, further des ignating the area as  urban. 5 If applicable, please provide the name of the Stormw ater Resource Plan (or functional equivalent) that is applicable to this project. List the Plan Name and Lead Agency/Entity  If the project is not currently listed in the plan, a letter w ill need to be submitted from the Lea d Agency confirming the project is consistent w ith a Stormw ater Resource Plan, or functional equivalent.  Have you included a letter from the Lead Agency?  Ans wer:l Ye s   Ans wer:The the City of Pico Rivera adopted a Green Streets  Poli cy Manual , which s pecifical ly addres s es new road cons truction and retrofi ts  to addres s  s torm w ater m anagem ent is s ues , reduce cos ts as s ociated with s torm water m an agem ent, and m i tigate certain s torm water is s ues . Green Streets program s , s uch as  Pico Rivera's , generally incorporate a variety of des ign elem ents , which include low water and drought tolerant native plant palettes , perm eable pavem ents , bio ­retention, and s wales . The goals  of thes e s ys tem s  are all the s am e – to provide s ource control of s torm water, lim it its  trans port and pol lutant conveyance to colle ction s ys tem s , and res tore pre­ developm ent hydrology to the m axim um  extent pos s ible.  In July 2016, the City adopted the  City of Pico Rivera (Pico Ri vera Water Authority) 2015 Urban Water Managem ent Plan (U WMP) to ad dres s  and m anage s torm water, run off, and as s ociated water m itigation is s ues . Cali fornia's  UWMP Act requires  each urban water s upplier in the s tate to prepa re a plan and update it at leas t once every five years . Per Sections  3.7.1 and  8.0 of Pico Rivera's  UWMP, the Pico Rivera Water Authority (PRWA) will continue outreach efforts  to educate cus tom ers  regarding s m art wate r land s capes . In addition, the PRWA s hall im plem ent its  own infras tructure to ens ure com pliance with Local, State, and Federal water guidelines  and regulations . This  com pliance includes  projects  to com ply wi th the reduction of and reliance o n water res ources , as  well as  the prevention of s torm wa ter runoff and treatm ent regulations .  As  of the writing of this  grant, the propos ed project is  n ot contained within the UWMP. H owe ver, the propo s ed project is  cons is tent with the UWMP, as  is  dictated via  the attached letter. 6 Is the project consistent w ith sample eligible projects listed on page 3 of the procedural guide?  Ans wer:l Ye s 7 Does the project provide multiple benefits?  Ans wer:l Ye s 8 (Acquisitions Only) – W ill the property be purchased at fair market value?  Ans wer:l EVALUATION CRI TERIA (Answ e r que stions to a t le a st tw o of the  follow ing five  sta tutory conditions) Promote Groundw ater Recharge and R euse (Answ er only if this is one of your tw o statutory conditions) 1 How  w ill the project promote groundw ater recharge and reuse? Ans wer:In the United States , urban com m unities  built before 1980 com m only were not de s igne d with any s torm water m anagem ent s trategies  in  m ind. Since 19 80, the traditional approach to s torm water m ana gem ent has  been an "end­of­pipe" s ys tem . End­of­pip e s ys tem s  us e centrali zed 16.d Packet Pg. 488 10/3/2016 Application Preview https://soar.resources.ca.g ov/Pr oposal_Mg mt/ProposalPreviewSubmit.aspx 7/28   infras tructure located at the  end of a s torm  drain line to provi de flood control and pollution m ana gem ent.  The m os t popular end­of­pipe approach has  been s torm water m anagem ent ponds  tha t provide tem porary s torage for s torm water and im prove water quality through s edim entation. When thes e s ys tem s  fai l or are overloaded, res idents  experience fl oodin g, and polluted s torm water is releas ed downs tream .  To m eet increas ing dem ands  for clean water s upply withi n California's  drought cris is , en d­of­pipe infras tructure is  being reim agined to create a "com plete treatm ent train." A com plete tre atm ent train is  a proces s  by which urban s torm water is  m anaged and treated at all points  along its  path through the urban environm ent, rather than only at the end of the li ne. Storm  drain s ys te m s  can be des igned to be leaky to s upport groundwater recharge . Infiltration cham bers  us e buried pipes  or cells  to hold back s torm water and s lowly releas e i t into the ground to s upport infiltration. Cons tructed wetlands  clean s torm water and rem ove nutrients  like nitrogen. The City of Pico Rivera propos es  to create a com plete treatm ent train along Mines  Avenue between Param ount Bl vd. and Ri m bank Avenue. The pro ject area is  located in a pre dom inantly built­out res idential area that floo ds  with each rains torm  before draining off through ci ty s treets and into the Rio Hondo Channel and San Gabriel Rive r, each o f which flanks  the project area. The project is  des igned to capture s torm water as  it runs  through  the City's  s treets  to Mines  Avenue and towards  the Channel a nd River through an inverted m edian the length of Mines  Avenue. The inverted m edian will capture the s torm w ater and recharge it into groundwater ready for reus e. The proces s  will include bios wal es  at the end of each block and perm eable s urface in between. In addition, plants  and s oils  incorporated into the i nverted m edian s  will help filter out bacteria, heavy m etals , nutrients  and particulate s  picked up as  a res ult of running through, or off of, city s treets , rooftops  and parking lots . Fina lly, perm eable pavem ent will allow for as  m uch water as pos s ible to filter through the treatm ent train as  oppos ed to through the s treets , into the Channel and River, and  out to the Pacific Ocean.  Storm water not captured and recharge d will be diverted into catch bas ins  along Mines  Avenue before the water reaches  the Rio Hondo Channel and San Gabrie l River. 2 W ill the project simulate natural hydrology by capturing stormw ater w here it falls and infiltrates? W ill it be harvested and reused?   Ans wer:This  project will s im ulate natural hydro logy by capturing s torm water where it falls  and allowin g it to infiltrate into the groundwater table, a function it currently does  not due to the exis ting hards cape. The project will incorporate natural elem ents  s uch as  perm eable pavem ent and bios wales  to s im ulate the natural hydrology proces s . The s torm water recharged to the groundwater s upply will be harves ted by local water s upp liers  and reus ed by res idential cus tom ers . 3 Describe innovative technologies or methodologies to be employed in the project that could contribute to improved efficiencies in projects throughout the State.   Ans wer:This  project will center around an inverted m edian runni ng the len gth of Mines  Avenue and include bios wales , green­belts  and porous  as phalt bike lanes  located in the center of the  m edi an in order to take advantage of the Active Trans portation Program  funded project th at will  connect Mines Avenue to the Rio H ondo and San Gabriel Rivers . As  des cribed in greater detail below, the des ign of each elem ent of thi s  proj ect wi ll allow for flood control, s torm water capture, ground w ater recharge, urban greeni ng, clim ate control and increas e active trans portation opportunities  for children and their fam il ies . 4 Describe how  the proposed pr oject is consistent w ith local or regional w ater management plans or other resource management plans including grayw ater use. Ans wer:This  project is  cons is tent with the City of Pico Rivera Pico Rivera Water Authority 2015 Urban Water Managem ent Plan (U WMP) "regional water res ources  m anagem ent" goals  of waters hed­ 16.d Packet Pg. 489 10/3/2016 Application Preview https://soar.resources.ca.g ov/Pr oposal_Mg mt/ProposalPreviewSubmit.aspx 8/28   bas ed planning for s us tainable local water reliability. The UWMP w as  ad opted  on June 28, 2016. By January 1, 2011, the Authority, in cons ultation with the board, and with public input, reviewed exis ting s tatewide targets  for regional water res ources  m anagem ent practices , in cluding, but not lim ited to, recycled water, brackis h groundwater des alination, and infiltration and direct us e of urban s torm water runoff, to adopt a water m anagem ent plan in ali gnm ent with the California Water Plan. 5 If applicant is an urban w ater supplier, how  is the project consistent w ith the urban w ater management plan in accordance w ith the Urban Water Management Planning Act?   Ans wer:The applicant is  an urban water s upplier and the proje ct is  cons is tent with the urban water m ana gem ent plan in addition to the applicant's  general m as ter plan and the s oon to be adopted urban  greening m as ter plan. In a ddition, the project is  cons is tent with the Water Replenis hm ent Dis trict (WRD) m as ter plan for s torm water capture and recharge. All m as ter plans  are available upon reques t as  the files  w ere to o larg e to attach through this  onli ne application portal. 6 If applicant is an agricultural w ater supplier, how  is the project consistent w ith the agricultural w ater management plan in accordance w ith the Agricultural Water Management Planning Act?  Ans wer:The applicant is  not a n agri cultural water s upplier. 7 Describe your plan for public outreach to the groups that may be affected by the pr oject.   Ans wer:The City will im plem e nt a public outreach plan that will  inform  the im m ediately affected an d broad er com m unity about the project, its  elem ents , goals  and tim eline. Inform ation dis tribution channels  include utilizing Webs ites , s ocial m edia, print m edia, com m unity m eetings , and  pop­up events  at farm ers ' m arkets  and com m unity events . Outreach partners  w ill incl ude the s chool dis trict, PTA/PTOs , faith­bas ed organizatio ns , com m unity­bas ed orga nizations , a nd City departm ents  including the Pico Rivera Com m unity and Seni or Center, parks  and recreatio n, and youth athletic program s . Th e City plans  to execute the outreach activities  at regula r intervals s tarting with works hops  during the des ign phas e, a public g roundbreaking cerem ony, inform ational com m u nity m eetings  to keep the public abreas t of the project progres s , a  ribbo n­ cutting cerem ony upo n proj ect com pletion, and com m unity m eetings  pos t­com pletion to ens ure the project i s  m eeting inten ded g oals . 8 Identify w hich local groups or othe r interested organizations are a w are of the project and their level of support or opposition. Include in the description how  other local agencies w hose jurisdiction or w ater service area is adjacent to the project location may be involved in the project.   Ans wer:The Water Replenis hm ent Di s trict (WRD) continues  to purs ue projects  through its  Water Independence Now (WIN) program  that develops  local, s us tainab le s ources  of water for us e in groun dwater replenis hm ent. This  has  becom e increas ingly im portant in light of the environm ental and political is s ues  lim iting delivery of im ported water to Los  Angeles  area togeth er with the potential for ongoing drought in Southern Californi a. To addres s  thes e i s s ues  WRD is  s eeking alternative s ources  of water to offs et the im ported water us ed for replenis hm ent in the Montebello Forebay. This  program  is  referred to as  the Groundwater Reliability Im provem ent Program  (GRIP). The effort of this  program  is  to evaluate all feas ible alternatives  for replacing or offs etting the current quantity of im ported water us ed for replenis hm ent. One alternati ve being cons idered is  the us e of advanced treated recycled m unicipal was tewater (e.g., m icrofiltration, revers e os m os is , ultra­violet light with hydrogen peroxide, etc.) from  th e Los  Ange les  County Sanitation  Dis tricts ' (LACSD) San Jos e Creek Water Recla m ation Plant. To dete rm ine the viability of this  propos al, WRD entered into a partners hip with the U pper San Gabriel Valley Municipal Water Dis trict (USGVMWD) and the LACSD to s hare in the cos t for a cons ultant to perform  a conceptu al des ign of an advanced treatm ent facility on the propos ed s ite for the purpos e of developing prelim inary cos t es ti m ates . The propos ed project w ould deliver advanced treated water to the San Gabriel River s preading bas ins  to m eet a portion of WRD's 16.d Packet Pg. 490 10/3/2016 Application Preview https://soar.resources.ca.g ov/Pr oposal_Mg mt/ProposalPreviewSubmit.aspx 9/28 replenis hm ent requirem ents  along with delivery to propos ed s pre ading bas ins  near the Santa Fe Dam  to help s atis fy the needs  of the USGVMWD. This  propos ed project will begin to m ove ahead rapidly in the com ing year. Mos t of the work will involve prelim inary s tudies  needed for the preparation of environm ental docum en ts  and an outreach program  to educa te and s olicit input from  the  pum ping com m unity, elected officials , non­ governm ental organizations , as  well as  the general public. Projects  as s ociated w ith GRIP he lp to im pro ve the reliability and utilizati on of all available local  res ources . This  res ource i s  us ed to im pro ve replenis hm e nt capabiliti es  an d is  thus  funded 100% from  the Replenis hm ent Fund. 9 Include an explanation of the need for the project. Need is determined by the gener al condition of the w ater system, current and future w ater supply and demand.   Ans wer:The 2010 US Cens us  reported Pico Ri vera's  population at 6 2,942  and es tim ates  an increas e of 7,628 new res idents  by 2035. The m edian age of City res idents  is  30.6 years , and the m edian hous ehold incom e is  es tim ated at about $45,422 and the average res idence has  3.8 pers on s . Pico Rivera is  built­out, with l and us e at 41 percent facili ties , 36 percent res idential dwellings , 14 percent m anufacturing, 4 percent com m ercial, and 3 p ercen t public parks . His torically, the City's prim a ry s ource of potable water s upply has  been groundwater extracted from  the C entral  Bas in groun dwater aquifer. With naturally occurring recharge, enhanced by recharging efforts , groun dwater s upplies  have generally been s ufficient to m eet water dem ands .  The prolonged years  of s evere drought continue to dim inis h the region's  groundwater s upply. As  a res ult, the Water Replenis hm ent Dis trict (WRD) has  intens ified its  efforts  to increas e replenis hm ent through increas ed and new s ources  of infiltration. WRD is  currentl y conducting an advanced water treatm ent plan in Pico Rivera, known as  the Groundwater Reliability Im provem ent Program  (GRIP), which will treat effluent from  a nearby s ewage plan and infect the treated  water. WRD has  provided a letter of s upport for this  project re cognizing this  as  a new infi ltration opportunity In 2015, the City was  awarded a grant from  the Strateg ic Growth Counci l's  Urban Greening Grant Program  under the Safe Drinking, Water Quality and Supply Flood C ontrol, River and Co as tal Protection Bond Act of 2006 (Propos ition 84) to develop an Urban Greening Mas ter Plan to augm ent the Water Mas ter Plan a nd the City's  General Plan and fu rther i dentify opportunity to addre s s  the growing need for water. The Plan identifi es  new s ites  for green s paces , calls  for the developm ent of a pedes trian and bicycle lane plan, developm ent of a groundwate r infiltration plan, and creation of a unifying s treet tree ca nopy and w ater efficient plant palette. In addition, a Califo rnia Environm ental Quality Act (C EQA) analys is  will be adopted as  part of the Plan. The Plan als o included realis tic prog ram s  and objectives  for the realization of the plan and was  adopted as part of the City's  General Plan. An intens e public outreach effort was  conducted during the developm ent of the Plan to ens ure the Urban Greening Mas ter Plan and the City's  General Plan m eets  the growing and changing needs  of the com m unity. Reduce Energy C onsumption (Answ er only if this is one of your tw o statutory conditions) 1 Explain how  the project w ill reduce dependency on fossil fuel.  Ans wer:N/A 2 Explain how  the project w ill reduce greenhouse gases by reducing energy de mand, conserving w ater a nd promoting resource efficiencies.  Ans wer:N/A 3 Explain how  the project w ill reduce the reliance on imported w ater by augmenting local supplies, if applicable.  Ans wer:N/A Use Soils, Plants and Natural Processes to Treat Runoff (Answ er only if this is one of your tw o statutory conditions) 16.d Packet Pg. 491 10/3/2016 Application Preview https://soar.resources.ca.g ov/Pr oposal_Mg mt/ProposalPreviewSubmit.aspx 10/28 1 How  w ill the project treat stormw ater?   Ans wer:The project will treat s torm water through the us e of s oils , biological organis m s  and vegetatio n in the form  of bios w ales  and perm eable s urface. Bios wales  have four functions  for s torm water m ana gem ent: collection, conveyance, filtration and infiltration. Com bined, thes e e lem ents  reduce peak runoff volum es  wh ile treating the s torm water they capture. The s torm water will b e collected in the inverted m edian and pool due to the vegetation adding rough nes s  to the m edian, greatly reducing the velocity of the  water flow. Th e vegetation will als o filter s us pended s edim ents  from  the water pas s ing through it while m icrobes  in the s oil dige s t organ ic nutrients  which in high concen trations  can be cons idered water pollutants . The bios wales  will be cons tructe d on porous  s oil, or p erm eable s urface, which w ill allow the s torm water detained in the inverted m edian to infil trate into the ground below. This  proces s  allows the s torm water to be recharged naturally into the groundwater ins tead of running off into the s torm drain s ys tem  or the R io Hondo C hannel and San Gabriel River. The prim ary benefits  of the bios wale are the treatm ent of s torm water quality while  adding to urban green ing with a m ore vis ua lly appealin g alternative with decorative, drought tolera nt native plant s pecies . Additionally, the added green s pace could provide habitat for wildlife s pecies , es pecially birds  and butterflies . Thes e benefits  offer a drought tolerant alternati ve to traditionall y "gray" roads ide conveyance s ys te m s . 2 Describe generally the type of stor mw ater facilities in your proposal (e.g. rain gardens, planters, bio­sw ales, green­roof, etc.).   Ans wer:This  project will include bio s wales  that m ay include plugs  throughout the blanket, a ponding area, com pacted s ubgrade , non­woven geotextile fabric, non­com pacted s ubgrade, 6" perforated pipe, m ulch, bios wale or bi oretention s oil/planting m ix, s tone exfiltration trench and an eros ion control blanket. In addition, the project will include porous  as phalt for the bike path, with trees , s hrubs  and s oils  on top of the bio s wales  to further allow s torm water capture and peculati on. It is  es tim ated that the total drainage area tributary to the pro ject s ite is  approxim a tely 231 acres . This  area has  the potential to produce a runoff volum e of approxim ately 6 acre­feet (262,485 cubic feet) during a 0.75 inch, 24­hour s torm , the des ign s torm  for treatm ent BMPs  required by the MS4 Perm it. Given that the project s ite  covers  474,000 s quare feet, including the entire s treet width of Mines  Ave, the project is  anticipated to provide am ple opportunity to capture and infiltrate a m ajority of the runoff volum e from  the des ign s torm . The final volum e to be treated will depend on the fin al configuration of the bi os wale/retention areas  as  w ell a s  the portions  of the s treet that are available for underground s torage once the conflicts  with exis ting underground utilities  are fully as s es s ed in the des ign phas e of the project.  In addition, the am ount of water the project could capture during peak flow is  0.75 inch, 24­hour des ign s torm  produces  an es tim ated peak runoff o f 5.9 cubic feet per s econd (cfs ) over th e entire 231 acre drainage area. Th is  m a gnitude of runoff s pread over the entire project length is  expected to be fully captured and treated. The s oil types  generally exis ting throughout the city have high infiltration rates  s ince  the city is  located between two m ajor river beds . 3 Describe how  the project w ill capture, or slow  runoff by answ ering the follow ing: 3a W hat is the estimate of the volume of w ater you w ant to treat?  Ans wer:262485.000 3b W hat is the estimate of the amount of w ater the project could capture during a peak flow  event based on the project's soil types?  Ans wer:13629.000 3c Explain how  your design, plant selection and soil type w ill do the w ork to treat non­point source pollution. 16.d Packet Pg. 492 10/3/2016 Application Preview https://soar.resources.ca.g ov/Pr oposal_Mg mt/ProposalPreviewSubmit.aspx 11/28   Ans wer:The project des ign Bios wales  are lands cape elem ents  des igned to rem ove s ilt and pollution from s urface runoff water. They cons is t of a s waled drainage cou rs e with gently s loped s ides  that are filled with vegetation, com pos t and/or riprap. The water's  flow path, along with the wide and s hallow ditch, is  des igned to m axim ize the tim e water s pends  in the s w ale, which aids  the trapping of pollutants  and s ilt. Depending on the geom etry o f land available, a bios wale m ight have a m eandering or alm os t s traight channel alignm ent. Biological factors  als o contribute to the breakdown of certain pollutants . A com m on bios wale application is  around parking lots , whe re s ubs tantial autom otive pollution is collected by the pavem ent and then flus hed by rain. Th e bios wale, or other type of biofilter, wraps aroun d the parking lot and treats  the runoff before releas ing it to the waters hed or s torm  s ewer. There  are s everal clas s es  of water pollutants  that can be arres ted with bios w ales . Thes e fall into the categories  of s ilt, inorganic contam inants , organic chem icals  and pathogens . In the cas e  of s ilt, th es e effects  are res ultan t turbidity to receiving waters . Inorganic com pounds  m ight be m etallic com pounds  s uch as  lea d, chrom ium , cadm iu m  and othe r heavy m etals . 4 How  much concrete, or asphalt, in square feet, w ill be removed as part of the  project?  Ans wer:473000.000 Create or R estore N ative H abitat (Answ er only if this is one of your  tw o statutory conditions) 1 Describe how  the project w ill protect, restore , enhance, or preserve a riparian environm ent using either common or scientific names to identify elements.  Ans wer:N/A 2 Describe the planned stream restoration or w atershed management techniques, including any biotechnical methods or other innovative methods intende d: 2a For innovative  approaches to stream manage ment, describe how  the approach may influence projects in the area .  Ans wer:N/A 2b If the project w ill use conventional construction materials like manufactured block or concrete, describe w hy these materials w er e selected vs. other alternatives, and how  thes e materials w ill be integrated into the landscape in a natural w ay.  Ans wer:N/A 3 Describe specific riverine or riparian elements that w ill be established w ith the project, including but not limited to:  Ans wer:N/A 3a Structur es: channe l, riparian corridor, floodplain, terrace, pools and riffles, etc.  Ans wer:N/A 3b Functions: transporting sediment, forming and/or reform ing bars and pools, flooding onto the floodplain, restoring habitat for threatened or endangered species, or re­establishing w ildlife corridors.  Ans wer:N/A 3c Dynamics: re­vegetating to provide shade and eros ion control on floodplain, providing food for insects or removing exotic species.  Ans wer:N/A 4 Is there an imminent threat to the habitat (i.e., projects planned and approved in the imm ediate vic inity that w ill preclude or conflict w ith the m aintenance of the habitat)?  Ans wer:N/A 5 How  w ill the project provide habita t for pollinators and birds?  Ans wer:N/A 16.d Packet Pg. 493 10/3/2016 Application Preview https://soar.resources.ca.g ov/Pr oposal_Mg mt/ProposalPreviewSubmit.aspx 12/28 6 One of the major challenges facing the biodiversity sector that is being exacerbated by climate change includes the accelerated spread of invasive s pecie s. Describe how  your project addresses invasive and non­native plant species.  Ans wer:N/A Increase Regional and Local Resiliency and Adaptability to Climate C hange (Answ er only if this is one of your tw o statutory conditions) 1 Describe how  your project reduces climate change vulnerability w ith respect to Water Supply, Reliability.  Ans wer:N/A 2 Describe how  your project reduces climate change vulnerability w ith respect to energy demand.  Ans wer:N/A 3 Describe how  your project reduces climate change vulnerability w ith respect to infrastructure.  Ans wer:N/A 4 Describe how  your project reduces climate change vulnerability w ith respect to sea level ris e.  Ans wer:N/A 5 Describe how  your project reduces climate change vulnerability w ith respect to increased temperatures and extr eme events (w ildfires, flooding, etc.)  Ans wer:N/A 6 Describe how  your project reduces climate change vulnerability w ith respect to urban heat island effec ts.  Ans wer:N/A 7 Just as different regions of California w ill experience the impacts of climate change differently, so w ill the diverse populations of California. W ill the project benefit disadvantaged communities already coping w ith drinking w ater quality and supply proble ms?  Ans wer:N/A SUSTAINABIILITY (Organization/Project) Organiz ational C apacity 1 Describe the applic ant's experience in completing this type of project or similar projects w ithin the scheduled timeframe and w ithin the allow able budget.   Ans wer:Pico Rivera has  s ucces s fully com pleted, or i s  progres s  with , the following projects  that include s tate or federal grants ' loca l as s is tance funding: •ATP C ycle 2  – Pico Rivera Regional Bikeway Project $3,900,000  •HSIP Cycle 2 – Telegraph Rd Rais ed Medians  $2,500,000 •HSIP Cycle 4 – Left Turn Phas ing and Other Signal Im provem ents  Project $899,100 •HSIP Cycle 5 – Param ount Boulevard Rais ed Medians  Project $987,000 •HSIP Cycle 6 – Traffic Signal Im provem ents  and s idewal k at Was hington Blvd (under Des ign) $757,400 •Safe Routes  to School (Non­Infras tructure) – $275,000 •Safe Routes  to School (Infras tructure) – $998,600 (un der cons tru ction) •Safe Routes  to School (SR2S) – $401 ,400 (under cons truction) •STPL funds  – Whittier Blvd  Rehabilitation Project $998,500 (Des ign com pleted, will s tart cons truction) All projects  on the above lis t are s im ila r in s cope and s ize to  the propos ed Mines  Avenue Urban Rivers  Grant Project, and w ere or are (at the tim e of writi ng of this  docum ent) on tim e per proj ect s chedule as  well as  wi thin the allowable project budget, fully dem ons trating the capability of the City to m anage s im ilar infras tructure grant projects  to tim e a nd bu dget requirem ents . 16.d Packet Pg. 494 10/3/2016 Application Preview https://soar.resources.ca.g ov/Pr oposal_Mg mt/ProposalPreviewSubmit.aspx 13/28 2 Is the expertise needed for the project readily available w ithin the applicant's organization? If not, w hat are the plans to acquire it?  Ans wer:l Ye s   Ans wer:The City of Pico Rivera, as  i s  s ho wn in Ques tion 1, above, has  s ig nificant experience in m anaging s im ilar project s copes  and budgets . As  s uch, it is  evident that the City not only has  the expertis e needed for the project (with  s taff readily available) as  wel l as  the exp erience in m anaging contractors  that will perform  the work a s s ociated with the project.  The State of California s tipulates  in its  Public Contract Code  (PCC) the neces s ary rules  and regulations  to be us ed in all publ ic works  infras tructure projects . This  includes  bidding procedures , prevailing wag e paym ent and labor com pliance, project m anagem ent, etc. The City of Pico Rivera has  adop ted ordinan ces  in its  m unicipal code reinforcing the PCC regulations  and s tipulating the requirem ents  for form al bidding of public works  projects  (Secti on 3.48.100 Form al Bidding s tates : Form al bidding of public proj ects  with an es tim ate d value in an am ount over one hundred thous and dollars  s hall be perform ed in accordance with California Public Con tract Code Sections  21207 to 21215. (Ord. 958 § 5, 2000; Ord. 772 § 1, 1990)). 3 Identify and describe steps to be taken and the w ork to be comple ted w ithin the first year follow ing the aw ard of grant funds   Ans wer:Outlin ed below is  the anticipated s chedule for the entire Mines  Avenue Urban Rivers  Project. It is anticipated that project approval and environm ental do cum e ntation, CEQA analys is  and clearance, plans  s pecifications  and es tim ates , and right­of­way cl earance s hall b e com pleted within  the firs t year fol lowing the award  of grant funds . This  coincides  with the efficiencies  that a re gained as  this  project, while s elf­s us taining, is  a part of a larger plan including the ATP Cycle 2 Bicycle/Pedes trian Bridge Project along the s am e corridor. Final approvals  are expected s hortly after this  tim efram e, with cons truction to begin after that point, and conclude within two and one­ half years .  Miles tone Expected Date • PA&ED 12/01/2016 • CEQA Clearance 02 /01/2017 • PS&E 04/01/2017 • ROW Clearance 02/01/2018 • Final PA&ED 04/01/2018 • Final PS&E 04/01/2018 • Cons tructi on Com pl ete 05/01/2019 4 Explain methods used for estimating costs and in w hat w ay the pr oject is cost­effective. Ans wer:The City of Pico Rivera analyzed alternatives  to this  project, which included ins talli ng s torm  drains and catch bas ins , new m edians  (rem oving hards cape  and water intens ive plant palates ), and other water res iliency and capture s ys tem s  throughout the com m unity. Given that Mines  Avenue s plits  the City nearly in half, and that the flow of water can be  directly controlled relative to eas t or wes t (San Gabriel or Rio Hondo Rivers  res pectively), as  well as  capture flood waters  in neighborhoods  jus t n orth o f the corridor, this  project provi ded the bes t benefit to the com m unity for the cos ts . Further, the com bination of this  project with an exis ting, funded ATP project on the s am e corridor provides  for s ignificant s taff and contractor efficienceies , providing for the m os t cos t­ effective project pos s ible.  Relati ve to the bicycle  facilities , the City reviewed projects  that involved putting bicycle fa cilities  on an exi s ting truck route. The clos e s t s treets  with exis ting bridges  acros s  the San Gabriel River are Whittier and Was hington Boulevards . Both s treets  are high vol um e (32,771 and 37,390 ADT, res pe ctively, in 2014), have no current bicycle facilities , and include  I­605  freeway interchanges . Neither s treet connects  to bicycle facilities  outs ide of Pico Rivera. Pico Rivera's  2014 General Plan Circul ation Elem ent calls  for efficient and direct m o vem ent of goods  between the city's  indus trial 16.d Packet Pg. 495 10/3/2016 Application Preview https://soar.resources.ca.g ov/Pr oposal_Mg mt/ProposalPreviewSubmit.aspx 14/28  areas  and freeways , and prioritizes  truck routes  that avoid res idential areas . Beyo nd s a fety and com fort for bike lane us ers , the a ddition of bicycle faciliti es  to exis ting truck routes  m ay interfere with truck traffic. Mines  Avenue is  not a truck route, is  centrally located, cros s es  the city from  eas t to wes t, has  low ADT (7,046), and does  not inters ect fre eway interchanges . In conjunction with the approved ATP project, the goals  of connecti ng to an e xis ting m ulti­us e trail will bring m uch higher num bers  of us ers  to the routes . The project will not only benefit both new and exis ting cyclis ts  who will now be abl e to acces s  local and regional trans it through Clas s  I an d II bike lanes , but als o the neighborhoods  experiencing flooding, wherein they m ay be un able to acces s  s i dew alk s ys tem s  and/or utilize active trans portation techniques  needed to get to work or s chool. Further benefits  includ e the s avings and reus e of water, treatm ent of water, and reducti on of water us age in m edians  and other related areas .  Relati ve to project cos ting and es tim ating, traditional Rough Order of Magnitude (ROM) cos ting techniques  and general budgeting guidelines  were us ed to es tab lis h the cos ts . Monitoring, R eporting, Operations and Maintenance 1 Describe the proposed monitoring process including the data to be collected w ithin the project pe rformance period (grant period) to help determine w hether the project w ill be effec tive and successful.   Ans wer:Us ing bes t practices  from  the Project Managem ent Ins ti tutes  PMBOK Guide for Project Managers , the propos ed m onitoring proces s  will be undertaken, and in clude data and m etrics  to ens ure an effective and s ucces s ful project. The proces s  will include the following:  1. Monitor and Contro l Project Work – s takeholders  will b e kept appris ed of progres s  and team perform ance through s tatus  reports  and on­going docum entation, to include routine ins pections . Project Managers  will  regul arly as s es s  progres s  related to s cope, benchm ark goals , tim eline, and the budget to ens ure that there are no unpleas ant s urpris es  as  the project unfolds . 2. Perform  Integrated Chan ge Control – Project Managers  w ill keep track of neces s ary and/or needed changes  in light of the tim eline and budgetary cons i derati ons . However, s aid changes  wi ll follow  contractual approval proce s s es , to include docum entation and written approval, as  well as follow ­up on the chan ged tas k.  3. Verify Scope – As  the project prog res s es  through the various  phas es  (des ign, engineering, cons truction), docum entation will be s ecured relative to the com pl eted portions  of the project. This will include dis cus s ions  with other s takeholders  to ens ure objecti ves  of thos e previous  phas es have been m et and/or reflect changes  occurring during thos e phas es .  4. Control Scope – Project Managers  m ay revis it docum enta tion, as  needed, relative to the s cope if there have been adj us tm ents  to the budget, tim eline, or the des i red end product, s o a s  to alleviate any rem aining challenges . Th is  will  as s is t in m aintaining effective com m unication with s takeholders  and related cons tituents  and m ove towards  a s ucce s s ful project com pletion.  5. Control Schedule – Every project has  a s chedule ba s eline. As  the project progres s es adjus tm ents  are often neces s ary to ad dres s  unfores een circum s tances . Monitoring the project prope rly can decreas e the chances  that s chedule is s ues  becom e m ajor s etbacks . 6. Control Cos ts  – Project Managers  w ill keep track of any change s  in the budget, s o as  to clearly com m unicate any potential overruns  and addres s  is s ues  before they aris e. 7. Perform  Quality Control – Project Ma nagers  will quantify and report quality control is s ues , to s upport accuracy and  res pons ivenes s  of the project. Bas ed on fin dings  from  m onitoring, proces s adjus tm ents  can be m ade. 8. Report Perform ance – Project Managers  will collect and report perform ance data s o as  to ens ure proper forecas ting with regard to tim eline and phas ing, as  well as  project budget awarenes s . They will als o keep s takeholders  aware of team  progres s  toward benchm ark goals . 9. Monitor and Contro l Ris ks  – Project Managers  will track ris k, res pond to docum ented ris k, and 16.d Packet Pg. 496 10/3/2016 Application Preview https://soar.resources.ca.g ov/Pr oposal_Mg mt/ProposalPreviewSubmit.aspx 15/28 evaluate ris k res pons es  to of ens ure the project progres s es  effectively through each phas e of the tim eline. 2 Describe how  long­term monitoring, operations and maintenance w ill be provided over the time period required by the grant including: W hat is the strategy for long­term maintenance? W ho w ill perform long­term maintenance ? Describe their exper ience in maintaining this type of project. How  w ill ongoing maintenance be funded?   Ans wer:The City's  general long­term  s trategy for operations  and m aintenance of the proje ct coincides  with their exis ting facil ities  operations  and m aintenance plans . Budgets  and s taff allocations  for the opera tions  and m aintenance of City facilities  take place annually, a nd as  this  project is  s et to coinci de with the already funded ATP Cycle 2 Project, s et for com pletion i n 201 9, the City expect to budget the operations  and m aintenance directly into its  Public Works  General Fund budget. That s aid, the City takes  pride in its  facilities , and expects  to m aintain the facilities  developed under this project to the fulles t extent pos s ible. This  is  es pecially the cas e, as  catch bas ins  related to the Project will require routine m aintenance to ens ure they adequately capture and dis pers e overflowing water.  Further, i t is  the City's  goal to partner with the San Gabriel  Valley Cons ervation Co rps  s upport in the long­term  m aintenance  of the green s pace contained within the newly developed m edian s . So, while the City will m aintain s ub­s urface catch bas ins , the SGVCC will as s is t with the trees , s hrub s , and plants . The SGVCC will as s is t as  a part of their funding through s tate program s , while the City's  General Fund will be us ed for further m aintenance.  Finally, as  the City is  a full­s ervice com m unity, including water s ervices , they have s ignificant experience in m aintai ning this  type of project, to include roadways , s idewalks , curbs  an d gutters , bike baths , m edians , and catch bas ins . 3 If the project is easily affected by external events (e.g., w eather, floods, fire or other disturbances), w hat is planned w ithin the project design to ens ure the sustainability of the project?   Ans wer:As  is  com m on acros s  the State of California, the project corridor is  located in an area that could be affected by external events . Weather conditions  s uch as  s torm s , fires , and heat, as  well as  civil is s ues  have been known to caus e is s ues  in areas  throughout the State. Pico Rivera is  no different. Through the City's  public outreach and education efforts , the goal will be to engage res idents  to be the Ci ty's  partners  in providing s tewards hip of the project area, with dire ct outreach planned to local clubs  like Lions  Club, Rotary, and Kiwanis , as  well as  local s chools  and s chool clubs . Thes e partners hips  w ill not only encourage com m unity owners hip, but will als o prom ote us e of the newly deve loped  bicycle s ys tem s . 4 Is the project in an area designated as at­risk  to rising sea levels? If so, you may be required to provide an assessment of the risks in the evaluation of your proposed project. W hat considerations and modifications have you made to the project conc ept to address its susceptibility to ris ing sea levels?  Ans wer:l No   Ans wer:The City of Pico Rivera is  approxim ately 20 m iles  from  the clos et body of water to be affected by ris ing s ea levels . As  s uch, the project is  not cons idered to be in an area des ignated as  at­ris k to ris king s ea levels . 5 How  w ill the project be protected from vandalism a nd deterior ation?   Ans wer:The project corridor is  whol ly con tained withi n City­owned right of way and res ides  in the m iddle of a m ain com m unity thoroughfare. This  allows  for s ignificant public s cruti ny as  well  as  provides acces s  to a large num ber of res idents  to care for and m onitor thei r com m unity's  infras tructure inves tm ents . . A large  m ajo rity of the project's  functional benefits  (bios w ales ) will be located s ub­ s urface, and as  s uch, s igni ficant opportunities  for vandalis m  are not likely. Rel ative to deterioration, the City of Pico Rivera currently has  budgets  for m aintenance and operations  of its trails  s ys tem s , m edians  (including plant s ys tem s ), roads , and s ignals . This  project, while 16.d Packet Pg. 497 10/3/2016 Application Preview https://soar.resources.ca.g ov/Pr oposal_Mg mt/ProposalPreviewSubmit.aspx 16/28 expanding on the bicycle faci lities  withi n the City, does  not place a s ignificant load on the City's ability to continue to m ainta in the new project in good working order.  Finally, public s afety s ervices  s uch as  code enforcem ent and local police officials , in conjunction with m aintenance s ta ff, s hall contin ue to ens ure the s afe ty and upke ep of city facilities , s o as  to guara ntee that the project will s erve the com m unity, as  intended, fo r years  to com e. 6 W hat local organizations or partnerships w ill be as sisting w ith ongoing operations and maintenance of the project?   Ans wer:While ongoing, long­term  o perati ons  a nd m aintenance of the Mines  Avenue Urban Ri vers  Project will be funded by and budgeted through the City's  exis ting budgets  (general fund, Prop A park funds , Prop C s treet funds ), i t is  expected that the City partner with  various  local com m unity groups to ens ure that the project is  a s ucces s , and has  a s ens e of owners hip in the im provem ents  that are m ade. As  s tated in Ques tion 3, above, through the City's  public outreach and educa tion efforts , the goal will be to engage res idents  to be the City's  partners  in providing s tewards hip o f the project area, to includ e local club s  like Lions  Club, Rotary, and Kiwanis , as  we ll as  local s chools and s chool clubs . Thes e partners hips  will not only encourage com m unity owners hip, b ut will  als o encourage us e of the newly deve loped  bicycle s ys tem s . COLLABORATION/COORDINAT ION Collaboration w ith Organiz ations 1 Describe partnerships w ith nonprofit groups, citize ns' groups, non­governmental organizations and public or gover nmental agencies and their corresponding roles.   Ans wer:The City has  a long­s tanding his tory with local partners  including the s chool dis tri ct, local PTA/PTO organ izations , faith­bas ed organizations , com m unity­bas ed organizations , healthcare providers , law enforcem ent, Los  Angeles  County agencies , and US Federal agencies  to achieve the City's various  goals . For this  project, the City will partner s om e or all of the groups  li s ted below for com m unity outreach and in form ation d is tribution, and at other appropriate tim es  depen dent upon a fit with the tas k at hand.  • Agape Chris tian Church • AltaMed • Am e rican Red Cros s  Rio H ondo Cha pter • Beverly Hos pital • El Rancho Vis ta Health Care Center • Elks  Lodge ­ Downey and Whittier Ch apters • Firs t Bilingual Baptis t Church • His panic Outreach Ta s kforce (HOT) • Hope Com m unity Church • Kais er Perm anente Medical Center  • Lord 's  Vineyard Fellow s hip Church • Los  Angeles  County Bicycle Coalition • LA County Public Health Departm ent • Los  Angeles  County Departm ent of Public Social  Services • Los  Angeles  County Sherriff's • Peace Lutheran Church of Pico Rivera • Pico Rivera Bible Church • Pico Rivera Cham ber of Com m erce • Pico Rivera Friends  Church • Pico Rivera Lions  Club • Pico Rivera Rotary Club • Pico Rivera United Methodis t Church • Pico Rivera Water Authority 16.d Packet Pg. 498 10/3/2016 Application Preview https://soar.resources.ca.g ov/Pr oposal_Mg mt/ProposalPreviewSubmit.aspx 17/28 • Pico Rivera Wom an's  Club • Plaza de La Raza • Pres byterian Intercom m unity Hos pital • Rio Hondo Com m unity College  • Rivera Firs t Baptis t Church • Rivera Fours quare Church • San Gabriel Water Com pa ny • St. Andrews  Medical  Clinic • St. Barthol om ew's  Epis copal Church • St. Francis  Xavier Catholic Church • St. Hilary Cathol ic Church • St. Marianne de Paredes  Catholic Church • WIC – Wom en, Infants  and Children • YMC A ­ San Gabriel Valley and Metropolitan Los  Angeles  Chapters 2 How  does the proje ct incorpor ate partic ipation of local agencies, nonprofits, non­governmental organizations and citizens' groups  in project planning, design, or implementation?  Describe any w ork completed on the project to date by each of the groups identified above. Describe any outreach efforts in bringing groups from diverse cultural backgrounds and incomes into the planning process.   Ans wer:The City will incorporate participation o f local agencies , nonprofits , non­governm ental organ izations  and citizens ' group s  in project planning, des ign, and/or im plem entati on through the com m unity outreach and com m unications  plans . Mos t participation will take place in the form  of providing input, gathe ring feedba ck, and facilitating peer­to­peer inform ation s es s ions  to keep the broad er com m unity inform ed of the project elem ents  and progres s , as  well as  ga rner s upport, and patience, throughout the con s truction phas e. In addition, thes e groups  will as s is t with inform ing the broader com m unity about the benefi ts  to  the com m unity, environm ent and water s upply before, during and after th e proj ect period. Finally, the C ity w ill partner with thes e groups  to dis tribute annual "rep ort cards " to keep the com m unity abreas t of the im pact the project m akes year over year.  To date , s everal of thes e groups  have been involved in com m unity works hops  hos ted by the City to elicit com m unity i nput in the developm ent of the City's  Urban Gree ning Mas ter Pla n, the Water Authority's  Mas ter Plan, and updates  to the City's  General Plan, all  of which influences  the projects and program s  the City im pl em ents . Th rough this  proces s , the com m unity groups  li s ted above and res idents  at large have participated in the com m unity outrea ch and planning s tages  of the Active Trans portati on Program  (ATP) funded project and w ill be included in the im plem enta tion phas e where the fi t is  appropriate. Thes e s am e groups  will be invo lved in the des ign, planning and im plem entation of the Urban Rivers  project as  well, if funded.  There  are m any factors  that create a com m unity's  culture including race/ethnicity, educational attainm ent, generational dis tribution, a nd econom ic opportu nity. Although Pico  Rivera is predo m inantly Latino, other m arkers  of cultural divers ity include th e age dis tribution of its res idents  as  indicated in by the Pico Rivera Cham ber of Com m erce.  In addition, the educa tional attainm ent by Pico Rivera res ide nts  adds  another dim ens ion to the cultural divers ity as  hi ghlighted in the table below by th e Pico Rivera Cham ber of Com m erce. Finally, the City offers  a variety of indus trial  or com m ercial opportunity within its  ju ris diction as indicated below.  As  a res ult, the City has  worked diligently to i nclude res idents  from  thes e divers e group s  in the planning, des ign and im plem entation proces s  of each project that will im pact the com m unity. The 16.d Packet Pg. 499 10/3/2016 Application Preview https://soar.resources.ca.g ov/Pr oposal_Mg mt/ProposalPreviewSubmit.aspx 18/28 City included res i dents  in the planning and des ign pro ces s  to create the ATP project and will include res idents  in the pla nning  and des ign of this  project as  well. To reach res idents  and ens ure divers ity, the City dis tri butes  info rm ation through the various  dis tribution channels  outli ned in the outreach pl an above and does  s o with bilingual m aterials  and com m unity m eetings conducted i n Englis h, Spanis h or both, in order to connect with an d hear from  Spanis h­s peaking res idents  as  well . 3 Has it been determined w hether the California Conservation Corps (CCC) and/ or the California Association of Local Conservation Corps (CALCC) w ill be involved in the constr uction of the project? If yes, to w hat extent? If no, please explain. (Note: If a determination w as made that the CCC or local Corp cannot be used, please provide concurrence from the Corp.)  Ans wer:l Ye s   Ans wer:The City of Pico Rivera has  conta cted both the CCC and CALCC, as  well as  the SGVCC. All three agencies  have res ponded. The CCC h as  notified the City that it wi ll be unable to as s is t. The SGVCC and CALCC have notified the City that they will both as s is t with all phas es  of the Project. The City's  goal is  to have both SGVCC and CALCC s pl it the res pons ibilities , s o th at no s pecific s ide has  too m any res pons ibilities  and the City will not have  to worry about an agency having too m uch res pons ibility. 4 Are there rele vant local land use, w atershed, w ater managem ent or general plans that include the project? How  is the project consistent w ith these plans? Has this projec t been coordinated w ith local land use authorities?   Ans wer:As  previous ly outlined, this  project is  cons is tent with the Pico Rive ra Water Authority's  Mas ter Pl an, the Ci ty's  General Pla n, and is  a priority in the City's  Urban Greening Mas ter Plan des ign. This project is  cons is tent wi th th es e p lans  in that it is  des ig ned to capture s torm water for recharge and reus e  before s torm water reaches  the Rio Hondo and San Gabriel  Rivers , thereby contributing to the Ci ty's  Urban Greening goals  while providing m uch needed flood control m eas ures . As  the urban  water s upplier, applicant and landowner for this  project, the City is  coordinating with  local land us e authorities  as  needed. Community 1 Describe community involvement and support for the project, including w atershed groups, a ppropriate business groups, landow ners, local governments, environmental groups, technical experts, neighborhood associations and individual citizens, etc.   Ans wer:The City has  involved local partners  with which they ha ve had a long­s tanding his tory, including the s chool dis trict, local PTA/PTO organizations , faith­bas ed organizations , com m unity­bas ed organ izations , healthcare p roviders , law enforcem ent, Los  Angele s  County agencies , and US Federal agencies  to achieve the City's  various  goals . For this  project, the City will partner s om e or all of the groups  l is ted belo w for com m unity outreach and inform a tion dis tribution, and at other appro priate tim es  dependent upon a fit with the tas k at hand.  The City will conti nue involving thes e groups  throughout the project period and be yond. Thes e group s  will be s olicited to take owners hip of the project to m aintain and protect it i n the years  to com e. 2 Has there been any opposition to the project? If so, explain the nature of the concerns and how  they w e re address ed. Describe efforts to address potential conflicts betw een competing user groups.  Ans wer:l No Ans wer:There  has  not been a ny oppos ition to this  project as  of yet. However, the City plans  to addres s  a ny is s ues  that aris e during com m unity ou treach activities  conducted throughout the project period. The only negative com m ents  received to date relate to the in convenience of traffic detours  that will be neces s ary during cons truction. The City plans  to m inim ize the im pact of traffic detours  w ith advance notice to res idents  with m ailers , pos ted electronic s igns , s ocial m edia pos tings , articles 16.d Packet Pg. 500 10/3/2016 Application Preview https://soar.resources.ca.g ov/Pr oposal_Mg mt/ProposalPreviewSubmit.aspx 19/28  in local news papers , door­to­door canvas ing, and an ins ert in water bills  or em ail  to water cus tom ers  who participate in paperles s  billing.  To inform  m otoris ts , cyclis ts  and pedes trians  who do not res ide in the vicinity yet travel through  the project area, the City will pos t banners  acros s  Mines  Avenue and park electronic billboard s  at key inters ections  for s eve ral da ys  leading up to the s tart of cons tructio n. 3 Explain plans to keep the community informed and involved in the project.   Ans wer:The City plans  to keep the com m unity i nform ed and involved in the project throughout the entire project period. This  w ill be accom plis h ed by recruiting com m unity m em bers , s takehold ers  and influencers  to attend i nform ational com m uni ty m eetings  and then facilitate peer­to­peer or door­to­ door inform ational cam paigns  to inform  the broader com m unity of the project elem ents , goals , benefits , tim eline, progres s  and com pletion. In addition, the City will utilize traditio nal and new m edia channels  for inform ation dis tribution which m ay include the City's  Webs ite, news paper, Facebook, Twi tter, and Ins tagram  acco unts , flyers /pos ters  in local bus ines s es , City­owned facilities  including parks  and recreation facilities , libraries , PTA/PTOs  and the s chool dis tricts .  The City will provi de and m ai ntain channels  through which to gath er com m unity feedback throughout the project period s eparate from  the com m unity m eetings  to engage the com m unity throughout the project period. City s taff will be dedicated to proces s  and res pond to com m unity feedback in order to dem ons trate the City's  com m itm e nt to keeping the com m unity inform ed and involved. Project Need 1 Describe any compelling reason(s) (timing, loss of matching funds, project m omentum, etc.) w hy the gr ant review  team should select the project.   Ans wer:There  is  an urgent ne ed to im plem ent this  project relative to m eeting growing dem and by 2035 as the population grows . As  previous ly s tated, the current levels  of water capture, recharge, reus e and water cons ervation m e as ures  are m eeting current dem ands ; however, the City and local water s uppliers  need to im pl em ent s trategies  now to grow with the population.  In addition, the project is  a flood contro l m eas ure within the neighborhood in which it is  located. The attached photo es s ay dem ons trates  the level of flooding res idents  currently conten d with which  is  not only inconvenient bu t als o dam aging to vehicles , lands caping, and hards cape on res idential properties , as  well as  dam aging to the as p halt s treets  which neces s itates  m ore frequent and cos tly City repairs  as  a res ult of s itting water.  Additionally, s itting water contributes  to public health challenges  includin g creating breeding ponds  for m os quitoes . Mos quitoes  are the carriers /trans m itters  of s everal health and life­ threatening illnes s es , i nclu ding Wes t Nile virus , Zika Virus , and Dengue Fever. With incre as ed public and health departm ent concern around thes e ill nes s es , it behooves  the City to addres s  the flooding is s ue and corres ponding s itting water challenge as  s oon as  pos s ible.  Finally, the City has  received Active Trans portation Program  (ATP) funds  to build a bike and pedes trian bridge over the San Gabriel River and bike lanes  the length of Mines  Avenue which will connect cyclis ts  to both the San Gabriel and Rio H ondo Rivers . The City would like to capitalize on the m om entum  created by the ATP project and include the s torm water capture elem ents  of this propo s ed project. To ta ke advantage of putting the com m unity throu gh the interrupti on of the cons truction phas e onl y once is  the ideal every City s trives  for including the City of Pico R ivera. 1a Is there an urgent need to implement the project? Ans wer:There  is  an urgent ne ed to im plem ent this  project relative to m eeting growing dem and by 2030 as the population grows . As  previous ly s tated, the current levels  of water capture, recharge, reus e and water cons ervation m e as ures  are m eeting current dem ands ; however, the City and local water s uppliers  need to im pl em ent s trategies  now to grow with the population.  16.d Packet Pg. 501 10/3/2016 Application Preview https://soar.resources.ca.g ov/Pr oposal_Mg mt/ProposalPreviewSubmit.aspx 20/28   In addition, the project is  a flood contro l m eas ure within the neighborhood it is  located. The attached photo es s ay dem ons trates  th e level of flooding res idents  m us t contend w ith which i s  at the bare m inim um  inconveni ent but m os tly dam aging to veh icles , lands caping, and hards cape on the res idential properties  and dam aging to the as phalt s treets  wh ich the City has  to repair m ore often as  a res ult of the s itting water. Further, s itting water contributes  to creating public health challenges  including s tand ing water in which m os quitoes  breed. As  m os quitoes  are th e carrier or trans m itter of s everal health and life treating illnes s es , including Zika, it behooves  the City to addre s s  the flooding is s ue as  s oon as  pos s ible. Finally, the City has  received Active Trans portation Program  (ATP) funds  to build a bike and pedes trian bridge over the San Gabriel River and bike lanes  the length of Mines  Avenue which will connect cyclis ts  to both the San Gabriel and Rio H ondo Rivers . The City would like to capitalize on the m om entum  created by the ATP project and include the s torm water capture elem ents  of this propo s ed project. To ta ke advantage of putting the com m unity throu gh the interrupti on of the cons truction phas e onl y once is  the ideal every City s trives  for including the City of Pico R ivera. 1b W hat w ill happen to the project site if this project does not occur?   Ans wer:The City will proceed w ith the ATP project elem ents  on this  project s i te with or without this propo s ed project. However, the City will be forced to pos tpone i m plem enting the additiona l elem ents  of this  propos ed project until  new funding becom es  ava ilable. Once the  City s ecures funding, s taff will have to cons ider tearing up the ATP funded elem ents  to ins tall the bios wales and urban greeni ng elem ents  of this  propos ed project, which is  dependent upon having the funding to re ins tall th e ATP funded elem ents . In any cas e, it would clearl y be m ore cos t effective, efficient and beneficial, as  we ll as  m inim izing com m unity dis ruption, if the City is  able to im plem ent both proje cts  s im ultaneous ly. 1c Describe any future actions neede d beyond the scope of this project to fully address the ove rall project goals.   Ans wer:Future actions  needed beyond th e s cope of this  project are the op eration and m aintenance activities  including m ainten ance of the porous  as phalt bike paths , green­belts  on each s ide of the bios wales  and bi ke p aths  which include the s hrubs  and trees  and regular s treet cleaning to capture debris  before  it reaches  the project area and potenti ally creating a blockage. 2 Is the project a continuation of previously completed w ork, and if so, is this next phase crucial for the continued success of the prior w ork? If the previous w ork w as funded by the Resources Agency, list the project name.   Ans wer:This  project is  not a continuation of previous ly com pleted work but is  a value­add to the City's Caltrans  funded ATP project and a m uch needed form  of flood control, s torm water capture, urban green ing and active trans portatio n. PROJECT READINESS Development Projects Answ er the Follow ing: 1 For development pr ojects, explain the status and timeline of each of the  follow ing: 1a Preliminary plans   Ans wer:As  this  project is  s et to coincide with an exis ting, approved Cycle 2 ATP Project, the following is  the expected, aggres s ive s chedule for the Mines  Avenue Urban Rivers  project: Miles tone Expected Date • PA&ED 12/01/2016 • CEQA Clearance 02 /01/2017 • PS&E 04/01/2017 • ROW Clearance 02/01/2018 • Final PA&ED 04/01/2018 16.d Packet Pg. 502 10/3/2016 Application Preview https://soar.resources.ca.g ov/Pr oposal_Mg mt/ProposalPreviewSubmit.aspx 21/28 • Final PS&E 04/01/2018 • Cons tructi on Com pl ete 05/01/2019 The benefit of this  project coi ncid ing with an exis ting approved, planned, and fund ed project is  the efficiencies  that are afforded to allow this  to m ove forward quickly. As  s uch, the prelim inary plan and project plan deve lopm ent are already underway fo r the ATP Project, and s taff is  prepared to im m e diately include this  Urban Rivers  portion into the s cope. 1b CEQA compliance   Ans wer:As  s tated in Ques tion  1a, above, CEQA Environm ental Clearance is  expected to b e com plete for the Mi nes  Avenue Urban Rivers  Project by February 2017. A Noti ce o f Exem ption for the project has  been filed with the County of Los  Angeles , relative to the project however, and is  attached. 1c Commitments from project partners, etc.   Ans wer:While Mines  Avenue Urban Rivers  Project is  s pecifically m anaged by the City of Pico Rivera, and there are not any anticipated project partners , s hould any com m itm ents  and dis cus s ion with project partners  aris e  durin g the PA&ED, PS&E, Right of Way, or other phas es  of project im plem entation, the appropriate s teps  will be taken. 1d Plant list (Drought tolerant, predominately native, low ­w ater usage, appropria te habitat for site, nothing larger than 15 gallon)   Ans wer:To ens ure that the proper plant pal ate will be cons idered for the pro ject, the City has  contacted an ASLA and LEED AP expert who has  reviewed guidelines  and needs  for the project (letter attached). The lands cape archite ct exa m ined the s pecific proj ect location to determ ine the exact palate that will not only be s us tainable, but require the leas t am ount of water res o urces , s o as  to further the goals  that have been es tablis hed through the Urban Ri vers  Grant Prog ram , but als o to com ply with local and  s tate water res trictions .  With advancem ents  and/or changes  in  water regulations  or plant palates  as  the project m oves forward, the lands cape architect s hall be cons ulted to ens ure the utm os t in s us tainable habitats . 1e Land access/tenure agreements, permits or review s by other agencies   Ans wer:The entire Mines  Avenue Urban Rivers  Project area is  contained within City owned right of way. Further, i t is  not anticipated that s peci fic land acces s  or tenure agreem ents  will be required for the project. However, s hould perm its  or reviews  by the County of Los  Angeles  or Arm y Corps  be required, Pi co Rivera has  b uilt this  in to the project tim el ine that is  called out in Ques tions  1a, above. That s aid, and  to reiterate, there are no expecte d perm its , land acces s /tenure agreem ents , or reviews  expected by any other agencies  (pleas e note in the attached checklis t). 1f Project mitigation requirements (permits or e nvironmental clearance)   Ans wer:As  has  been s tated in Ques tions  1a, 1b, 1c, and 1e, above, the Mines  Avenue U rban Rivers Project tim eline allow s  for certain environm ental reviews , any neces s ary m itigatio n requirem ents (perm its  or environm ental clearance), and any other outs ide  agen cy review. 1g Property restrictions and/or encumbrances (including Caltrans, utilities, railroad etc.)   Ans wer:The Mines  Avenue Urba n Rivers  Project is  wholly contained within C ity owned right of way. As s uch, there are not any expected res trictions  and/or en cum b rance s  (including Caltrans , utilities , railroad, etc.). However, gi ven the project tim eline des crib ed in Ques tion 1a, above, the Project Team  is  prepared to addres s  any s uch is s ues  that aris e during the project proces s . 1h Phase I/Phase II Environmental Site Assessm ent including soil tes ting/w ater quality assessment as appropriate   Ans wer:The Mines  Avenue Urba n Rivers  Project is  planned  in a currently developed neighborhood, s chool, and generally urban zone. There are no known s uperfund s ites  or m ine locations , and as s uch, Phas e I/II ESA's , including s oil tes ting/water qua lity as s es s m ent are not known to be needed at this  tim e. 1i If it has been identified that legacy mine operations  have occurred on the property, has the Department of 16.d Packet Pg. 503 10/3/2016 Application Preview https://soar.resources.ca.g ov/Pr oposal_Mg mt/ProposalPreviewSubmit.aspx 22/28 Conservation, Abandoned Mine Lands Program been contacted for evaluation?   Ans wer:There  have been no identifi ed legacy m ine operati ons  that h ave occurred on or near the property and/or project s ite. The California Departm ent of Cons ervation has  been contacte d, and confirm ed that there are no exis ting or known abandoned m ines  in or around the project s ite. 2 Describe any possible factors w hich could significantly delay the implementation and/or completion of the project and how  these factors w ill be addressed (e .g., permitting delays, habitat seasonal re strictions, community outreach, etc.).   Ans wer:Firs t, and forem os t, the goal of any project is  to ens ure that it i s  delivered both on tim e (or early) and on (or under) budget. This  propos ed project is  no different. How ever, it s hould be noted that as  this  project has  been developed in conjunction with an ATP Cycle 2 project, which has excee dingly tight tim e lines  and s ignificant s crutiny relative to project m anagem ent and delive rables . As  s uch , it is  not an ticipated that there would be any s pecific or s ignificant delays  in the im plem entation and/or com pletion of the project.  That s aid, while the project will be com pleted over a three­year period (to include enviro nm ental clearances , des ign, engineering, and cons truction), there are ways  in which factors  beyond the City's  control can be addres s ed and m itigated. Firs t, and forem os t, com m unity ou treach relative to the ATP Cycle 2 Project has  already taken place. This  m eans  that the com m unity is  already very well a ware, and has  participated in a p ublic proces s  wherein the City s urveyed the com m unity on their needs  and how the proj ect would m eet thos e needs . N ext, relative to whethe r, it is  anticipated that cons truction of the project would s tart and be com pleted during tim e fram es  in which whether (rainy s eas on in the project area) would not be a factor. Thi s  is  to ens ure lim ited delays . Given the three­year project tim el ine, any and all environm ental review  and perm itting proce s s es , as  well as coordination efforts  with  any local governm ent agencies  are s cheduled to be com pleted p rior to any cons truction s tarting, and have already been built i nto the project tim eline. 3 Is there any toxic contamination resulting from prior mine­related or other industrial activity on the property? Has a Phase I or Phase II Environmental Site Assessment bee n done? If ye s, please address timing of clean­up, type of toxins and delays to project construction that might result from toxins on the site.  Ans wer:l No   Ans wer:The propos ed project area is  contained wholly within an exis ting urban area and i s  contained wholly within exis ting City­o wned right­of­way. Exis ting s treet s ys tem  as ­builts , des ign drawings , engineering reports , cros s ­s ections , s torm  drain and catch bas in m aps , and s torm water res ource plan drawings  do not call attention to e xis ting or abandoned m ines  on or near the  property.  In contacting the California Departm en t of Cons ervatio n to review exis ting, known m ines  within the project area, the Departm ent con firm ed that there are no known m ines  in this  area (s ee attached). As  s uch, it has  been determ i ned, at this  tim e, that there is  no exis ting toxic contam ination res ulting from  prior m ine­related or other indus trial activity on the property/p roject s ite.  At this  tim e, there has  not b een e ither a Phas e I or Phas e II Enviro nm ental Site As s es s m ent perform ed on the project area. Environm ental clearance, relative to CEQA is  requi red as  a pa rt of the ATP Cycle 2 project with w hich  this  project s hall  coincide. That environm en tal clearance wi ll be perform ed i n earl y­20 17, prior to any cons truction or developm ent taking place, and not until a categorical exem ption, negative declaration, or other m itigating proces s es  have b een a ddres s ed and/or as s igned. 4 Are there other impediments on the project site (e.g., overhead or underground utilities)? If so, explain their location and nature , including any mitigation measures planned.  Ans wer:l No Ans wer:There  are exis ting util ities  (electricity, ca ble, phone) in the areas  ad jacent to the project s ite. They s hould not be cons idered as  im pedim ents  to the project, ho wever. Utility com panies  (South ern 16.d Packet Pg. 504 10/3/2016 Application Preview https://soar.resources.ca.g ov/Pr oposal_Mg mt/ProposalPreviewSubmit.aspx 23/28  Califo rnia Edis on, Tim e Warner Cable, AT&T) and other lo cal governm ent agenci es  (County of Los Angeles ) do own and control  electric and s ewer/water lines  in the area. Coordination, if needed, will take place as  part of the project s cope, however, it is  not an ticipated that any utility relocation , rem oval, or replacem ent wi ll be needed. 5 Does the applicant ow n the proper ty to be developed? If not, please indicate all entities w ith jurisdiction and approval pow er over the project – e.g., county flood control agencies, Army Corp of Engineer s, Southern Pacific Railroad, Souther n California Edison, etc.  Ans wer:l Ye s   Ans wer:The project area does  have proxim ity to locally and privately owned res idential and com m erci al prope rties . As  noted above, there are exis ting utilities  (electricity, cable, p hone) in the areas adjacent to the project s ite. They s hould not be cons idered as  im pedim ents  to the project, however. Utility com panies  (Southern  California Edis on, Tim e Warner Cable, AT&T) and other local governm ent agencies  (County of Los  Angeles ) do own and control electric and s ew er/w ater lines  in the area. Coo rdination, if needed, will take place as  part of the project s co pe, howeve r, it is not anticipated that any utility relo cation, rem oval, or repl acem ent will be needed.  This  s aid, the City of Pico Rivera is  the owner­of­record for the property to be developed. The exis ting right­of­ways  are all within City control. 6 Describe any due diligence to dete rmine w hether there are any abandoned mines on or near the property? Has the Department of Conser vation been consulted?   Ans wer:As  is  noted in Ques tion 3, above, the propos ed project area is  contained wholly w ithin an exis ting urban  area and is  contained wholly within exis ting City­owned right­of­way. Exis ting s treet s ys tem as ­bu ilts , des ign drawi ngs , engineering reports , cros s ­s ections , s torm  drain and catch  bas in m aps , and s torm water res ource plan drawings  do not call a ttention to exis ting or abandoned m ines  on or near the property.  In contacting the California Departm en t of Cons ervatio n to review exis ting, known m ines  within the project area, the Departm ent con firm ed that there are no known m ines  in this  area (s ee attached). Acquisition Projects Answer the Follow ing: 1 Describe the actions to be taken after the acquisition is completed to develop the project. Describe the timeline to begin development (habitat or stre am restoration, etc.).  Ans wer:N/A 2 Indicate how  many parties w ill be involved in the transaction, their roles , and w hether any party other than the applicant ow ns an option to buy the real property in question.  Ans wer:N/A 3 Address the status and timeline of all the follow ing: 3a CEQA compliance  Ans wer:N/A 3b Commitments from project partners and contractors  Ans wer:N/A 3c Details on sale including comparable sa les data  Ans wer:N/A 3d Appraisal  Ans wer:N/A 3e Preliminary title report  Ans wer:N/A 16.d Packet Pg. 505 10/3/2016 Application Preview https://soar.resources.ca.g ov/Pr oposal_Mg mt/ProposalPreviewSubmit.aspx 24/28 3f Property restrictions and/or encumbrances  Ans wer:N/A 3g Negotiations w ith a w illing seller  Ans wer:N/A 3h Phase I/Phase II Environmental Site Assessm ent including soil tes ting/w ater quality assessment as appropriate  Ans wer:N/A 3i If it has been identified that legacy mine operations  have occurred on the property, has the Department of Conservation, Abandoned Mine Lands Program been contacted for evaluation?  Ans wer:N/A 4 For conservation easements, describe plans for perpetual stew ardship and address the ongoing funding that w ill be ne eded to support the terms  and conditions of the stew ards hip plan.  Ans wer:N/A ADDITIONAL PROJECT CHARACTERISTICS 1 If the project meets other statutory conditions in addition to the tw o conditions previously answ ered, please describe here.   Ans wer:In addition to the two identified s tatutory conditions  that this  project will m eet, this  project will als o increas e the Regional and Local Res il iency and Adaptability to Clim ate Change. This  p roject will rem ove as phalt and create an urban green­belt that wi ll reduce the "heat is land" effect as  outlined in the next ques tion. 2 If the project addresses environmental issues not previously discussed, describe here.   Ans wer:In addition to utilizing plants  native to the region, the plant palette will include carbon s eques tration plants  to reduce carbon em is s ions . According to CalEnviroScreen 2.0  Pollution Burden Indicators , Pico Rivera's  Pollution Burden percentile at the project area ranges between the 70th to the 90th percentile. The pollution burden repres ents  the potential e xpos ures to pollutants  and the advers e environm ental condi tions  caus ed by pollution. The Pollution Bu rden percentiles  are calcul ated taking 12 Pollution Burden Indicators  including:  • Ozone • PM2.5 • Dies el • Drinking Water • Pes ticides • Toxic Releas es • Traffic • Cleanups • Groundwater • Hazardous  Was te • Im paired Waters • Solid Was te In addition to being native to the region , the plant palette will include carbon s eques trati on plants to reduce carbon em is s ions  generated by pas s enger and dies el vehicular traffic in the area. Exhaus t from  trucks , bus es , train s , s hips  and other eq uipm ent with dies el engines  con tains  a m ixture of gas es  and s olid particles . Thes e s olid particles  a re known as  Dies el Particu late Matter (dies el PM). Dies el PM contains  hundreds  of different chem icals , m any of which are  harm ful to health. The average dies el PM percentile for the three cens us  tracts  im m ediately adjacent to the 16.d Packet Pg. 506 10/3/2016 Application Preview https://soar.resources.ca.g ov/Pr oposal_Mg mt/ProposalPreviewSubmit.aspx 25/28 project area is  88.5. Finally, this  project will help al leviate the "heat is land" affect. The term  "heat is land" des cribes urban  areas  that have been built out and are hotter tha n rural areas . According to the US Environm ental Protection Agency (EPA), the annual m ean air tem perature of a city with one m illion people or m ore can b e 1.8–5.4°F (1–3°C) warm er than its  s urroundings . In the evening , the difference can be as  high as  22°F (12°C). The EPA s tates  that heat is lands  can affect com m unities  by incre as ing  s um m ertim e peak energy dem and, ai r conditioning cos ts , air pol lution and greenhous e gas  em is s i ons , heat­related illnes s  and m ortality, and water quality.  To addres s  the heat is l and e ffe ct, this  project wil l rem ove up to 71,000 s quare feet of as phalt which  will be repl aced with bios wales  and lands caped area s . In addition, up to 402,000 s quare feet of as phalt m ay be replaced with porous  as phalt and/or porous  concrete. In addition, the plant palette will include trees  and s hrubs  that aid in carbon  s equ es tration and increas e greenery along the 1.6 m ile project area. 3 If the project is accessible to the public, how  w ill appropriate security and safety be provided?   Ans wer:The project s ite is  located in the public right of way with m os t of the elem ents  below s urface and only trees  and s hrubs  above ground as  with typical m edians  with vegetation. The City will work with code enforcem ent and  local law enforcem ent to provide the a ppropriate s ecuri ty and s afety to allow the project to take root and thrive for years  to com e. In addition, the City will work with the local neighborhood watch program s  to include the pro ject area wi thin their s cope. Furtherm o re, the Ci ty will include building a s ens e of owners hip/s tewards hip am ongs t res idents  through the com m unity outreach activities  and on­going com m unications  after com pletion of the project period. Finally, the City will partner with the San Gabriel Va lley Cons ervation Corps  to help m aintain and m onitor the project area as  a key elem ent to the operations  and m aintenance plan. 4 If the project is part of a larger  community­w ide health initiative/coalition, provide details.   Ans wer:The Project is  part of a larger s trategy to create a s afe and healthy com m unity for children and their fam il ies . As  ou tlined in the Urban Greenin g Mas ter Plan requirem ents , this project will create a new green s pace, develop a groundwater infiltration s ys tem  in a pa rt of the city that experiences  flooding and exces s ive run­off, contribute to creating a unifying s tre et tree canopy and fulfill the goal of includi ng a water efficient plan t palette. In addition, this  project is  part of the larger ATP project that will place two bike lanes  to accom m odate eas t­wes t travel, m ade of perm eable s urface  and a 5' wide s ection of green path on each s ide with trees , s hrubs  and decom pos ed grani te to  allow for s torm w ater infiltration into the bios wal e. Thes e green paths  will protect the bios wale w hile creating protected bike  lanes . With protected bike la nes , s afety is s ue s  have been rem oved and will encourage res ide nts  to utilize the bike lanes  to increas e their phys ical acti vity levels . 5 Describe any public health agencies or groups involved in developing or  promoting the project and any other public health benefits provided by the pr oject.   Ans wer:The City will partner with the Los  Angel es  County Departm ent of Public Health and local healthcare providers  s uch as  Kais er Perm anente and Pres byterian Intercom m unity Hos pital' cycling groups  including the Los  Angel es  County Bike Coalition, Day One and Bike SVG; and environm ental and water s upplie rs  to develop and prom ote the project and related health benefits . As  outlined in the public outreach plan, the City wil l partner with the above lis ted agencies  and local com m unity grou ps  to im plem ent the public outreach pl an an d incorporate m es s agi ng highlighting the public health benefits  of the project. 6 Innovation: This program  gives special consideration to projects that adopt innovative conservation, environmenta l enhancement, and community involvement approaches into the design and implementation. Describe how  the project is innovative a nd creative. Ans wer:This  project is  innovative and creative in that the city is  partnering this  project with their Active Trans portati on Project to provide both function and form  for flood control, s torm water capture, 16.d Packet Pg. 507 10/3/2016 Application Preview https://soar.resources.ca.g ov/Pr oposal_Mg mt/ProposalPreviewSubmit.aspx 26/28   groun dwater recharge and s afe active trans portation for children and their fam ilies . The des ign of this  project will al low cyclis ts  to u s e the bike lanes  im m ediately following a rain s torm  by dive rting water down into the bios wales  before the water reaches  the eleva ted bike lanes  in the m iddle of the m edian. In addition, water wil l not pool on the bike paths  as  the porous  s urface will allow s torm water to drain down into the bios wale below. 6a Describe how  this project is requiring an approach that is "out of the box" (paradigm shift).   Ans wer:The project is  located  on a s treet which has  angled pa rking that the City wants  to retain; is  s lated to have bike lanes  added under the ATP project; and experiences  fl oodin g duri ng each rains to rm . Traditional drainage and s torm water capture tactics  will not allevia te the flooding fas t enough to m inim ize im pact on p arking and cyclis ts . By redes igning Mines  Avenue to include an inverted m edian with bios wales  and perm eable s urface, the s treet will be concaved to direct the water flow toward the m edian and into the b ios wales . In addi tion to an "out of the box" s torm water m ana gem ent tactic, this  project is  als o an "out of the b ox" tactic to gaining green s pace in a b uilt­ out com m unity.  This  project is  innovative in its  s trategy to us e the s urface level trees  and s hrubs  to create protected bike lanes . As  a com plem en t to the larger ATP project, whi ch will pla ce two bike lanes on top of the bios wales  to accom m odate eas t­wes t travel and be m ade of perm eable s urface, this project will place a 5' w ide s ection of green path on each s ide with trees , s hrubs  and decom pos ed granite to allow for s torm water infiltration i nto the bios wale. Thes e green paths  will protect the bios wales  while creating protected bike lanes . With protected bike lanes , s afety concerns  res idents  have will  have been rem oved and w ill encourage them  to utilize the bike l anes to increas e their active trans port and phys ical activity levels . The protected bike lanes  will  provide an attractive recreational and phys ical activity option for fam ilies  with chi ldren, as  well as  allow bicycle com m uters  to travel  in s afety, thereby leading to increas ed us e of bicycles  as  oppos ed  to m otor vehicles  and a s ubs equent reduction in carbon em is s ions . 6b Describe how  this project might be used as a model, or easily transferred to other communities and/or organizations, or explain the unique conditions in the community that make this project a good fit.   Ans wer:This  project can be us ed as  a m odel a nd eas ily replicated in other com m unities  as  they redes ign and m odernize their s treets . Not only is  this  project a good fi t for the City of Pico Rivera, but it is  a good fit for any built­out, urban com m unity that is  hungry for green s pace and active trans portation opportunities  with lim ited options , in need of m ore s torm water capture, and looking for m ulti­ benefit projects  addres s ing heat is land effects  and  carbon em is s ions . City s taff will des ign this project as  a m odel for replication  and m ake them s elves  ava ilable to cons ult with any com m u nity wis hing to replicate it in the ir city. 6c Identify any unique partnerships, design parameters, performance mea sures, or potential outcomes planned for your project.   Ans wer:As  previous ly outlined, the City will partner with com m unity g roups  and res idents  to info rm  des ign param eters , perform ance m eas ure an d ens ure des ired outcom es  planned for this  project are achieved. Pleas e s ee ques tion 1  in the Collaboration and Organizations  s ection for lis t of partners . 6d Innovative projects can generally satisfy more than tw o of the minimum  statutory r equireme nts. Explain how your project uses a n idea or proce ss to achie ve the greatest number of environmental benefits beyond the minimum requirements.   Ans wer:This  project achieves  the the greates t num ber of environm ental benefits  beyond the m ini m um  as it not j us t a s torm water capture project. This  is  als o an  urban greening, clim ate control and active trans portation project. This  project will reduce the heat is land effect, dies el particulate m aters , num b er of vehicles  on the road, while i ncreas ing carbon s eques tration, groundwater recharge and s afe active trans piration options  by providing protected bike lanes . LEVERAGING FUNDING SOURCES 1 Identify the source and amount of funds currently committed to the project and expected timing of funds. 16.d Packet Pg. 508 10/3/2016 Application Preview https://soar.resources.ca.g ov/Pr oposal_Mg mt/ProposalPreviewSubmit.aspx 27/28 Cite specific dollar amounts for ca sh contributions, in­kind services, volunteer effort, donated labor and materials, tec hnica l expertise, etc.   Ans wer:As  this  project coincides  wi th an exis ting approved and funded active trans portation pro ject along the s am e corridor and route, the City of Pico Rivera is  l everaging $3.9 m illion from  an ATP Cycle 2 Grant Award from  the State of California Departm ent of Trans portation. The project budget for that ATP proj ect was  $4.9 m illion, and the City was  awarded $3.9 m illion. As  s uch, the City has com m itted to providin g add itional funds  as  a local m atch for both eligibl e and inel igible cos ts  in an am ount of $986,495 (20 % of project cos ts ) for the ATP Project. Additional in ­kind dollars s ervices  are expected both via city s taff (plan review, engineering, project m anagem ent and overs ight), as  well as  through the California Com m uni ty Cons ervation Corps  and California Cons ervation Corp. The Urban R ivers  project porti on for this  overall project is  es tim ated to cos t $1.5 m illion. This  m eans  that of the com bined project cos t o f $5.5 m illion, approxi m atel y 27% would be m ade up from  funding through Propos ition 1  and the Urban R ivers  Grant Program . 2 Indicate any other grants w here funding has been requested, the requested amount, and the expected notification date. If funding is not received from other  sources, is the requested grant amount sufficient to com plete the project? Explain.   Ans wer:As  des cribed in ques tion one, above, the City has  applied fo r and received $3.9 m il lion in gra nt funding for a com plete project through the Active Trans portation Program  Cycle 2 Grant funding via the State of California  Departm ent of Trans portation. Funding for this  project has  already been awarded, and is  program m ed to coincide with and com plete this  project. The proj ect, w hile not des igned for the purp os e o f im proving water infiltration, s torm water capture, and flood m itigation, would s till include green buil ding procedures , curbs  and gutters , and native, drought tolerant plant palates . This  s aid, if the City does  not receive funding through the Urban Rivers  Grant Program , the portion of the project that is  to be s olely dedicated, in a s pecialized nature, to the m itigatio n of neighborhood floodin g, s torm water capture (perm eable as phalt, bios wales , etc.) will not be pos s ible. 3 W hat other options are available to mee t the project objectives if this gr ant request is not successful?   Ans wer:As  des cribed in ques tion two, above, e xis ting funding for the  proje ct area was  not s peci fically des igned for the purp os e o f im proving water infiltration, s torm water capture, and flood m itigation. That s aid the funding would s till allow for the project to  include include green building p roced ures , curbs  and gutters , and native, drought tolerant plant palates . Relative to the funding for the Urban Rivers  Grant, however, if the C ity does  not receive funding through the grant program , the portion of the project that is  to be s ol ely dedicated, in a s pecialized nature , to the m itigation of neighborhood floodin g, s torm water capture (perm eable as phalt, bios wales , etc.) will not be pos s ible. A project to alleviate the flooding in the neighborhoods  would need to wait until future funding was  m ade available and/or received. Waiting on funds  could caus e is s ues  relative to the current project, as  a future project would require that the City dis turb and/or have to re­do portions of the active trans portation project that would have alre ady been com pleted. This  i s  not only inefficient, but als o a was te of taxpayer funds . Other problem s  could als o aris e due to the flooding in the neighborhoods  that would go un m itigated, potentially creating a s ignificant public s afety hazard. 4 W hat is the contingency plan for implementation if the project is over budget?   Ans wer:Firs t, and forem os t, the goal of any project is  to ens ure that it i s  delivered both on tim e and on (or under) budget. This  p ropos ed project is  no differen t. However, s hould the project com e in over budget, the contingency plan is  for the City of Pico Rivera to utilize other budgeted funds  for th e overall corri dor project, s pe cifical ly local m atch dollars , i n­kind s ervices , and l everaged grant funds  through ATP Cycle 2.   Cer tification And Submission Statement 16.d Packet Pg. 509 10/3/2016 Application Preview https://soar.resources.ca.g ov/Pr oposal_Mg mt/ProposalPreviewSubmit.aspx 28/28 The Proposal Appears to be Complete . You have 0 hours to finish and submit your application to SOAR for this RFP. To make the final submittal of your application scroll to the bottom of the pr eview  / submit page, enter your initials and click the 'Submit Now ' button. If you are logged into SOAR prior to the deadline, but do not click the final 'Submit Now ' button before the deadline, SOAR w ill not accept your application. If you are having problems uploading attachments, submit your application in SOAR and email the attachments to soar.admin@resour ces.c a.gov  Please read the follow ing certification and submission statement before submitting the application.  I certify under penalty of perjury the follow ing:  The inform ation entered on behalf of the Applicant Organization is  true and com plete to the bes t of m y knowledge; I am  an em ployee of or a cons ultant for the Applican t Organization a nd I am  authorized to s ubm it the application on behalf of the Applicant Organization; and I unders tand that any fals e, incom plete, or incorrect s tatem ents  m ade m ay res ult in the dis qualification of this application. By s igning this  applicati on, I waive any and al l rights  to privacy and confidentiality of the propos al on behalf of th e Applicant to the extent provided by law.  To s ubm it this  application, pleas e enter your initials  certifying the accuracy of the application and click the “Subm it Application” button. If you are not ready to s ubm it your applicati on, pleas e click on the “Back to Application ” button.  Back to Application Submission Date: 10/3/2016 2:09:57 PM               Enter Your Initials: DB        Submit Application © 2016 State of Cali fornia. Conditions  of Us e | Conta ct Us  | Privacy Policy 16.d Packet Pg. 510 16.d Packet Pg. 511 605Passons BlvdSlaus o n A v e Bever l y B l v d Whi t t i e r B l v d Paramount BlvdWa s h i n g t o n B l v d Rosemead BlvdMines A v e Rosemead BlvdPassons BlvdParamount BlvdDurfee AveParamount BlvdRosemead BlvdRio Hondo ChannelSan Gabriel RiverSources: Esri, HERE, DeLorme, USGS, Intermap, increment P Corp., NRCAN, Esri Japan, METI, Esri China (Hong Kong), Esri (Thailand), MapmyIndia, © OpenStreetMap contributors, and the GIS User Community Legend Project - Mines Avenue City Boundary 0 2,000 4,0001,000 Feet City of Pico Rivera - Project Area Map 16.d Packet Pg. 512 605 5 605 Passons BlvdSlaus o n A v e Bever l y B l v d Whit t i e r B l v d Wa s h i n g t o n B l v d Tel e g r a p h R d Mines A v e R osemeadBlvdPassons BlvdParamount BlvdDurfee AveParamount BlvdRosemead BlvdRio Hondo ChannelSan Gabriel RiverSouth RanchitoElementary School ValenciaElementary School Rivera Elementary School Min e s A v e W h i t t i e r B l v d Lakewood BlvdBev e r l y B l v d Beverly B l v d Whittier B l v d Greenwood Ave Washing t o n B l v d Slauson AveNorwalk BlvdBroadwaySanta Fe Springs RdWorkman Mill RdNorwalk BlvdRosemeadBlvdNorth RanchitoElementary School Pico Rivera Bicentennial Park Pico Park Rivera Park Streamland Park SmithPark Rio Hondo Park Rio Vista Park Pio Pico State Historical Park MaizelandSchoolEllen Ochoa Prep Academy El Rancho Adult School St. Hilary School Rivera Middle School El Rancho High School North Park Middle School Durfee Elementary SchoolArmenian Mesrobian School Ruben SalazarHigh School Pio Pico Elementary School Burke Middle School Rio Vista Elementary School St. Marianne SchoolMagee Elementary School Birney Elementary School Montebello Gardens Elementary School Esri, HERE, DeLorme, MapmyIndia, © OpenStreetMap contributors, and the GIS user community City of Pico Rivera - Schools and Parks Legend Project Area- Mines Avenue Pico Rivera Schools Pico Rivera Parks City Boundary 0 1 20.5 Miles 16.d Packet Pg. 513 605 5 605 Passons BlvdSlaus o n A v e Bever l y B l v d Whit t i e r B l v d Wa s h i n g t o n B l v d Tel e g r a p h R d Mines A v e R osemeadBlvdPassons BlvdParamount BlvdDurfee AveParamount BlvdRosemead BlvdRio Hondo ChannelSan Gabriel RiverSouth RanchitoElementary School ValenciaElementary School Rivera Elementary School Min e s A v e W h i t t i e r B l v d Lakewood BlvdBev e r l y B l v d Beverly B l v d Whittier B l v d Greenwood Ave Washing t o n B l v d Slauson AveNorwalk BlvdBroadway AveSanta Fe Springs RdWorkman Mill RdNorwalk BlvdRosemeadBlvdNorth RanchitoElementary School Sorensen AveMi n e s B l v d Broadway Ave Be v e r l y B l v d Whi t t i e r G r e e n w a y Fl o r a l D r .Greenleaf AveLos Nieto s R d Lo s N i e t o s R dPioneer BlvdJersey AveRio Hondo Bike PathSanGabrielRiverBikePathR i o H o ndoConnectorWas h i n g t o n B l v d Pico Rivera Bicentennial Park Pico Park Rivera Park Streamland Park SmithPark Rio Hondo Park Rio Vista Park Pio Pico State Historical Park MaizelandSchoolEllen Ochoa Prep Academy El Rancho Adult School St. Hilary School Rivera Middle School El Rancho High School North Park Middle School Durfee Elementary SchoolArmenian Mesrobian School Ruben SalazarHigh School Pio Pico Elementary School Burke Middle School Rio Vista Elementary School St. Marianne SchoolMagee Elementary School Birney Elementary School Montebello Gardens Elementary School Esri, HERE, DeLorme, MapmyIndia, © OpenStreetMap contributors, and the GIS user community City of Pico Rivera - Existing Bikeways Legend Project Area- Mines Avenue Existing Bikeways Class I Class II Class III Pico Rivera Parks Pico Rivera Schools City Boundary 0 1 20.5 Miles 16.d Packet Pg. 514 16.d Packet Pg. 515 Whittier, CA 1Index Map - USGS 100K Map Series33118h1 This map was created from a seamless mosaic of detailed USGS maps at topo.com Refer to the pages indicated on the above index for detailed 7.5' series USGS maps. As with all maps, inaccuracies may exist and conditions may change. User assumes all risk associated with the use of this map. © 2016 National Geographic Partners 33118h1 2010 Declination TN MN 12.5° California USGS Revision Date: 1981 Contour Interval on 7.5' Maps: 20 ft Adjoining 7.5' Quads NW: NW Los Angeles, CA N:N El Monte, CA NE: NE Baldwin Park, CA W: W South Gate, CA **Whittier, CA E: E La Habra, CA SW: SW Long Beach, CA S:S Los Alamitos, CA SE: SE Anaheim, CA 2 3 4 5 118° 7.5' W 118° 7.5' W 118° 0' W 118° 0' W 34° 0' N34° 0' N33° 52.5' N33° 52.5' N0 1 2 MILES 0 1 2 KILOMETERS 16.d Packet Pg. 516 Whittier, CA 2USGS 7.5' Map Series © 2016 National Geographic Partners. Please refer to index map on page 1 for more details. User assumes all risk associated with the use of this map. El Monte, CA South Gate, CA3 4 0 .5 1 MILES 0 1000 2000 4000 5000 FEET 1 1000 1 1000 0 0 .5 KILOMETERS METERSNAD83/WGS84 UTM Zone 11 118° 7' W 118° 7' W 118° 6' 118° 6' 118° 5' 118° 5' 118° 4' 118° 4'34° 0' N34° 0' N33° 59'33° 59'33° 57'33° 57'33° 56'33° 56'3 98 000 mE 4 01 4 02 3 98 4 01 000 mE3762000 mN3760375837563762000 mN37603758375616.d Packet Pg. 517 16.d Packet Pg. 518 24215 Mimosa Drive, Laguna Niguel, CA 92677 A DVBE/SDVOSB Firm www.isiDVBEcom Page 1 of 2 Bright ideas for a Sustainable Future September 30, 2016 State of California California Natural Resources Agency Attn: Urban Rivers Coordinator 1416 Ninth Street, Suite 1311 Sacramento, CA 95814 RE: Mines Avenue Flood Control Through Stormwater Management and Urban Greening Pilot Project To Whom It May Concern: The City of Pico Rivera has a rare opportunity to produce significant savings in water resources by limiting runoff and standing water as a result of neighborhood flooding and poor green infrastructure. Further, Pico Rivera is able to not only reuse precious water resources, but also ensure natural filtration and smart containment techniques to prevent untreated water from entering not one, but two local rivers - the Rio Hondo and the San Gabriel. As you know, under the Urban River Program Guidelines, Projects must be multi-benefit to watershed and urban rivers enhancement projects in urban watersheds that increase regional and local water self-sufficiency. These Projects are required to meet at least two of the following five statutory objectives: Promote Groundwater Recharge and Water Reuse; Reduce Energy Consumption; Use Soils, Plants, and Natural Processes to Treat Runoff; Create, or Restore Native Habitat; and Increase Regional and Local Resiliency and Adaptability to Climate Change. While the City seeks to apply under two of these objectives, there is little doubt that the Project will affect important and appropriate change under all five. The City of Pico Rivera has identified a very specific area that would most benefit from the creation of an urban rivers project. The project includes water saving mechanisms through green infrastructure in medians along Mines Avenue and adjacent areas. These mechanisms include bioswales, catch basins, and other filtration systems (i.e. inverted roadways/permeable asphalt). For a more "complete street" effort, this Project coincides with City's development of a bikeable and walkable community with green infrastructure, limiting water usage along the Mines Avenue Bike and Pedestrian Bridge Project, and mitigate significant neighborhood flooding in adjoining areas. Green infrastructure will divert, treat, and replenish water resources from stormwater and neighborhood runoff, preventing and/or treating water prior to entering the Rio Hondo and San Gabriel Rivers using existing diversion systems/spreading ponds. The project utilizes sustainable native/drought tolerant plants, shrubs, and trees, to limit water usage and/or need for water resources. 16.d Packet Pg. 519 24215 Mimosa Drive, Laguna Niguel, CA 92677 A DVBE/SDVOSB Firm www.isiDVBEcom Page 2 of 2 The principles and techniques to achieve sustainable infrastructure have been well addressed by the following: EPA’s Green Streets, Caltrans’ Complete Streets, Low Impact Development Center, the Institute of Sustainable Infrastructure, and the Urban Forestry and Urban Greening journal. These sources of information will be combined with successful sample projects in communities like Portland, Oregon; Seattle, Washington; and other cities throughout the nation to produce a viable, sustainable, and economically feasible project. Specific to this project, tree, shrub, and ground cover plant species selection will be based on local jurisdictional lists (USFS/USDA, LADWP, etc.) that address the following: drought tolerance, le vel of carbon sequestration, insect and wild life attraction, disease resistance, root invasiveness, maintenance (leaf and flower drop). Special attention will be paid to plantable area and soil conditions to ensure long-term growth and plant health. A thick layer of mulch is also important in creating a long-term healthy environment for plant material. Another aspect of Green Infrastructure involves the reduction of impermeable surfaces and the reduction of the heat island impact of dark pa vement. These two elements can be successfully addressed through the use of light colored permeable paving (decomposed granite, GravelPave 2, etc.) and/or drought tolerant ground covers such as U.C. Verde Buffalo grass or Kurapia. Grading of the planting area is also important in minimizing irrigation and rain runoff. Further aspects of Green Infrastructure include the cleansing of rainwater after it has hit the site. Bioswales, which combine plants, and inert materials to cleanse the runoff, are important elements of a sustainable Urban River. Finally, it is expected that the City of Pico Rivera will be responsible for all maintenance and operations. The City will deploy best practices in planting and maintenance and comply with local laws and ordinances. Jim Stebbins, ASLA, LEED AP VP, Sustainable Design Services Illumination Systems, Inc. 16.d Packet Pg. 520 Manzanar Ave Manzanar AveCoffman and Pico RdMaris Ave Maris Ave Du n l a p C r o s s i n g R dCalico AveC o o l h u r s t D r ON STREET PARKING ON STREET PARKING SUNKEN MEDIAN (BIOSWALE) BIKE LANES SUNKEN MEDIAN (BIOSWALE) INVERTED ROADWAY INVERTED ROADWAY Redbird Dr Noroco Dr Bridgeview AveCof fman and P ico RdParamount LnR o g e r C t Noroco RdAldrich St Bra d h u r s t S t C o o l h u r s t D r Mines Av eParamount BlvdMines Ave State Rte 19Rosemead BlvdSource: Esri, DigitalGlobe, GeoEye, Earthstar Geographics, CNES/Airbus DS, USDA, USGS, AEX, Getmapping, Aerogrid, IGN, IGP, swisstopo, and the GIS User Community 0 300 600150 Feet Legend Inverted Roadway Bike Lanes Sunken Median (Bioswale) Stormwater Catch Basin City of Pico Rivera: Mines Avenue Project Plan - Map 1 of 3 16.d Packet Pg. 521 Manzanar Ave Manzanar AveON STREET PARKING BIKE LANES ON STREET PARKING ON STREET PARKING SUNKEN MEDIAN (BIOSWALE)BIKE LANES SUNKEN MEDIAN (BIOSWALE) Mines Ave B r a d h u r s t S t INVERTED ROADWAY INVERTED ROADWAY Lemoran AveRosehedge Dr Reichling LnDowling AveMines Av e State Rte 19Rosemead BlvdRosehedge Dr Reichling LnDowling AveMines Ave Bradhurst St Lindsey AveDu n l a p C r o s s i n g R d Lemoran AveCosgrove StCitronell AveSource: Esri, DigitalGlobe, GeoEye, Earthstar Geographics, CNES/Airbus DS, USDA, USGS, AEX, Getmapping, Aerogrid, IGN, IGP, swisstopo, and the GIS User Community 0 300 600150 Feet Legend Inverted Roadway Bike Lanes Sunken Median (Bioswale) Stormwater Catch Basin City of Pico Rivera: Mines Avenue Project Plan - Map 2 of 3 16.d Packet Pg. 522 ON STREET PARKING ON STREET PARKING SUNKEN MEDIAN (BIOSWALE)BIKE LANES SUNKEN MEDIAN (BIOSWALE)Rimbank Ave Mines AveCord AveINVERTED ROADWAY INVERTED ROADWAY Leona Joan AveREICHLING Ln Mines Ave Dicky St Aldrich St Cord AveBradhurst St Rimbank Ave Millux AveEglise AvePico V ista RdLeona Joan AveCosgrove St Rimbank AveEglise AvePico Vista RdBradhurst St Passons BlvdSource: Esri, DigitalGlobe, GeoEye, Earthstar Geographics, CNES/Airbus DS, USDA, USGS, AEX, Getmapping, Aerogrid, IGN, IGP, swisstopo, and the GIS User Community 0 300 600150 Feet Legend Inverted Roadway Bike Lanes Sunken Median (Bioswale) Stormwater Catch Basin City of Pico Rivera: Mines Avenue Project Plan - Map 3 of 3 16.d Packet Pg. 523 Less than 2% Inverted Roadway 8’6’ Parking Bike LanesSidewalk 6’10’20’ Driving Lane Sunken Median (Bioswale) 8’ Driving Lane 6’ Parking Sidewalk 6’10’20’ Sunken Median (Bioswale) Less than 2% Inverted Roadway (Permeable Asphalt) (Permeable Asphalt) Typical Cross Section: Mines Avenue 80’ 16.d Packet Pg. 524 16.dPacket Pg. 525 Los Angeles County 16.d Packet Pg. 526 16.d Packet Pg. 527 Mines AveMines AveRosemead BlvdRosemead BlvdPassons BlvdParamount BlvdMines AveBalfour StCord AveMillux AveZola AveDicky StManzanar AveBradhurst StPico Vista Rd Aldrich StDunlap Crossing RdBridgeview AvTownley DrLoMariRosehedge DrRedbird DrEglise AveWinodee DrCoffman and Pico RdRimbank AveLeona Joan AveReichling LnveCoolhurst DrAveWinchell StCosgrove StNoroco DrSanDowling AveParamount LnReichling LnRoger CtManzanar AveReichling LnPico Vista RdMaris AveCoolhurst DrRosehedge DrBradhurst StCrossway DrMaris AveWinodee DrEglise AveBradhurst StCalico AveNoroco DrMaris AveLindsey AveCitronell AveRosehedge DrAldrich StLemoran Ave Lemoran AveRosehedge DrRimban k A v e Lindsey AveCrossway DrCoffman PicoNoroco RdRedbird DrCoolhurst Dr Coolhurst DrExisting Roadway Conditions: Mines AvenueThe San Gabriel River. The San Gabriel River spans approximately 43 miles, from Azusa to Long Beach. It is the site of a bike path, dog walking trails, and is home to native ELUGVJHHVHGXFNVƓVKLQVHFWVDQGIDXQD)UHTXHQWO\domesticated horses can be seen traveling the trails near Pico Rivera. The images above show water entering from Mines’ street into the river. Mines Avenue, facing East toward the San Gabriel River entrance. When Mines Avenue ends, the San Gabriel River bike path begins, making this an ideal location for a dedicated bike lane. Currently, only a simple fence separates the two from joining together.Mines Avenue, facing West from the San Gabriel River entrance. Currently, bicyclists entering Mines Avenue from the San Gabriel Bike Path have two options (1) bike on the sidewalk or (2) contend with parked cars backing out of on-street parking spaces. A dedicated bike lane will eliminate potential accidents.Mines Avenue, facing East from Passons Boulevard. Mines Avenue at Passons Boulevard is expansive and large. The street comprises lanes on either side, on-street parking, a painted median, and sidewalks. Mines Avenue, facing West from Passons Boulevard. Some homes lack driveways on this section of Mines Avenue. Therefore, if this project is funded, it is imperative to maintain parking and a single driving lane in either direction. A Class IV bike lane, protected with a bioswale, will safeguard bicyclists traveling down this corridor.Mines Avenue, facing West from Lindsey Avenue. Wide single lane roads in both directions and on-street parking are the major characteristics of Mines Avenue. Class I bike lanes also exist on this roadway. Unfortunately, the only indication are inconsistently placed, small, green “Bike Lane” signs, shown above the orange car in the image. Mines Avenue, facing East from Lindsey Avenue. Mines Avenue at Lindsey Avenue is the site of several activity centers, including Smith Park, Pico Rivera Senior Center, Pico Rivera Center for the Arts, Pico Rivera Woman’s Club, and the )LUVW%LOLQJXDO%DSWLVW&KXUFKMines Avenue, facing East from Rosemead Boulevard. The road slightly pinches when approaching Rosemead Boulevard from the East. This is a signalized intersection, with protected left turn phasing and on street parking.Rosemead Boulevard, facing Northeast from Mines Avenue. Rosemead Boulevard extends from Pasadena to Signal Hill, making it one of Los Angeles’ heavily traveled corridors. The City’s library and a gas station are located at this intersection.Rosemead Boulevard, facing Southwest from Mines Avenue. Boasting a skate park, jungle gym, multiple sports ƓHOGVDQGVHYHUDOSLFQLFDUHDV6PLWK3DUNWKH&LW\ōVODUJHVWrecreational park, is located on the Southwest corner of this intersection. Adjacent to the park are several commercial businesses.Mines Avenue, facing Northwest from Rosemead Boulevard. Rosemead Boulevard (State Route 91) intersects Mines Avenue approximately .3 miles from the Rio Hondo. The entrance to the bike path at the Rio Hondo can be seen in the far distance.1Mines Avenue, facing East from Paramount/Rio Hondo. Separated by shrubbery and a fence, the Rio Hondo Bike Path and Mines Avenue connect at Paramount Boulevard. As shown above, Mines Avenue is wide and can easily accommodate bioswales and a dedicated bike lane. These improvements will make it safer for all roadway users, promote active transportation, and reduce the City’s ecological footprint.Rio HondoSan Gabr i e l R i v e r LegendProject Area - Mines Avenue01,000 2,000500 FeetAB3465789102345678910AB1216.dPacket Pg. 528 Mines AveMines AveRosemead BlvdRosemead BlvdPassons BlvdParamount BlvdMines AveBalfour StCord AveMillux AveZola AveDicky StManzanar AveBradhurst StPico Vista Rd Aldrich StDunlap Crossing RdBridgeview AvTownley DrLoMariRosehedge DrRedbird DrEglise AveWinodee DrCoffman and Pico RdRimbank AveLeona Joan AveReichling LnveCoolhurst DrAveWinchell StCosgrove StNoroco DrSanDowling AveParamount LnReichling LnRoger CtManzanar AveReichling LnPico Vista RdMaris AveCoolhurst DrRosehedge DrBradhurst StCrossway DrMaris AveWinodee DrEglise AveBradhurst StCalico AveNoroco DrMaris AveLindsey AveCitronell AveRosehedge DrAldrich StLemoran Ave Lemoran AveRosehedge DrRimban k A v e Lindsey AveCrossway DrCoffman PicoNoroco RdRedbird DrCoolhurst Dr San Gabriel Riv Coolhurst DrWater Draining Measures and Conditions: Mines AvenueThe San Gabriel River. As shown above, water, from the local region’s sewers, pours into the San Gabriel River. If this project is funded, excess rainwater collected through the project’s bioswales will drain here; in turn, mitigating current ŴRRGLQJLVVXHVH[SHULHQFHGRQ0LQHōV$YHQXHWKURXJKRXWthe region. It will also promote local habitats.Flooding at the River Entrance: Mines Avenue, facing East toward the San Gabriel River entrance. Two gutters exist on the outskirts of the San Gabriel River entrance. Due to the unusual slope of the road, the entrance to the San Gabriel 5LYHUŴRRGVUDSLGO\GXULQJKHDY\UDLQIDOO$OWKRXJKWKHJXWWHUVDVVLVWLQGLYHUWLQJUDLQIDOOIURPWKHURDGZD\VLWLVVLPSO\QRWHQRXJKLack of Gutters: Mines Avenue, facing West from the San Gabriel River entrance. 2QO\RQHJXWWHUH[LVWVRQ0LQHVAvenue at Rimbank Avenue. Along the approximate 1.2 PLOHFRUULGRURQO\JXWWHUVZHUHVHHQGXULQJDƓHOGinvestigation. Mines Avenue, between Cord Avenue and Rimbank Avenue. %HWZHHQ0LQHV$YHQXHDQG&RUG$YHQXHRQO\RQHJXWWHUexists on the eastbound side of the street. “No Parking” is SDLQWHGRQWKHJURXQGGXHWRŴRRGLQJWKDWRFFXUVLQWKLVYLFLQLW\Neighborhood Flooding: Between Cord Avenue and Rimbank Avenue. 6KRZQDERYHŴRRGLQJRI0LQHV$YHQXHLVDFRPPXQLW\LVVXH:KHQ0LQHV$YHQXHJHWVLQXQGDWHGZLWKZDWHURYHUŴRZRFFXUVFDXVLQJQHLJKERUKRRGVWRŴRRGVXEPHUJLQJVLGHZDONVDQGVHYHUHO\REVFXULQJWKHURDGZD\Sitting Water: A Breeding Ground for Mosquitoes. 'D\VRUZHHNVDIWHUUDLQIDOOWRXFKHVGRZQZDWHUFROOHFWVLQYDULRXVDUHDVDORQJ0LQHV$YHQXHDQGLQWKHVXUURXQGLQJQHLJKERUKRRGV:KLOHWKLVLVPDLQO\GXHWRWKHVORSHRIWKHURDGDQGcurved curbs which do little to funnel water to existing drains, natural shading also contribute to this problem. This sitting ZDWHULVQRWRQO\XQVDIHLWLVGDQJHURXVWRWKHSXEOLFōVKHDOWKDVLWFDQVHUYHDVDEUHHGLQJJURXQGIRUPRVTXLWRHV7KLVLVSDUWLFXODUO\XQQHUYLQJDVWKHUHDVEHHQUHFHQWRXWEUHDNVRIWKH:HVW1LOH9LUXVLQQHDUE\DUHDVQDPHO\:HVW&RYLQDDQGPomona.Intersection Flooding Measures: Mines Avenue, facing East from Passons Boulevard. 7KH&LW\KDVLQVWDOOHGUDLVHGFXUEVWKDWFROOHFWZDWHURQRQHFRUQHURIWKHLQWHUVHFWLRQDW0LQHV$YHQXHDQG3DVVRQV%RXOHYDUG:KLOHWKLVKDVKHOSHGNHHSZDWHUIURPŴRRGLQJWKHLQWHUVHFWLRQZDWHURIWHQUHPDLQVLQWKLVDUHDIRUGD\VRQHQGCulverts on Mines Avenue, facing Northeast to Rosemead Boulevard. 7KH&LW\KDVLQVWDOOHGEXOERXWVDQGRQVWUHHWSDUNLQJZKHUHUHVLGHQWVDQGYLVLWRUVFDQSDUNZKHQSOD\LQJDWWKHQHDUE\SDUNRUJRLQJWRWKHOLEUDU\7KHVHEXOERXWVKDYHFXOYHUWVWKDWVRPHWLPHVJHWFORJJHGGXULQJKHDY\UDLQIDOOIXUWKHUH[DFHUEDWLQJWKHŴRRGLQJWKDWRFFXUVCulverts on Mines Avenue. 0LQHV$YHQXHLVXQLTXHLQWKDWVHYHUDOFXOYHUWVFDUU\LQJUDLQZDWHUŴRZIURPVXUURXQGLQJQHLJKERUKRRGVRQWR0LQHV$YHQXH:KLOHWKLVRQFHVHUYHGWRPLWLJDWHQHLJKERUKRRGŴRRGLQJGHWHULRUDWLQJFRQGLWLRQVdue to time, overpopulation, and increasing rainfall have contributed to the demise of these preventative measures. $GGLWLRQDOO\ZLWKDOOQHLJKERUKRRGUDLQZDWHUGUDLQLQJRQWR0LQHV$YHQXHWKLVKHDYLO\WUDYHOHGFRUULGRUŴRRGVHYHQZLWKYHU\OLWWOHUDLQIDOO1Mines Avenue, at Paramount/Rio Hondo. The Northwestern SRUWLRQRI0LQHV$YHQXHFXOPLQDWHVDW3DUDPRXQW%RXOHYDUG-XVWEH\RQGWKHIHQFHDQGVKXEEHU\LVWKH5LRHondo, which has a bike path and river. If this project is IXQGHGUDLQZDWHUZLOOGUDLQIURP0LQHVWRWKH5LR+RQGRRio HondoSan Gab r i e l R i v e r LegendProject Area - Mines Avenue01,000 2,000500 FeetAB3465789102345678910AB2116.dPacket Pg. 529 16.d Packet Pg. 530 16.d Packet Pg. 531 1 PROFESSIONAL SERVICES AGREEMENT BETWEEN THE CITY OF SAN BERNARDINO AND KOA CORPORATION This Agreement is made and entered into as of May 15, 2019 by and between the City of San Bernardino, a charter city and municipal corporation organized and operating under the laws of the State of California with its principal place of business at Vanir Tower, 290 North D Street, San Bernardino, CA 92401 (“City”), and KOA Corporation, a S Corporation with its principal place of business at 2141 W. Orangewood Avenue, Orange, California 92868 (hereinafter referred to as “Consultant”). City and Consultant are hereinafter sometimes referred to individually as “Party” and collectively as the “Parties.” RECITALS A. City is a public agency of the State of California and is in need of professional services for the following project: AS NEEDED GRANT WRITING SERVICES (hereinafter referred to as “the Project”). B. Consultant is duly licensed and has the necessary qualifications to provide such services. C. The Parties desire by this Agreement to establish the terms for City to retain Consultant to provide the services described herein. AGREEMENT NOW, THEREFORE, IT IS AGREED AS FOLLOWS: 1. Incorporation of Recitals. The recitals above are true and correct and are hereby incorporated herein by this reference. 2. Services. Consultant shall provide the City with the services described in the Scope of Services attached hereto as Exhibit “A.” 3. Professional Practices. All professional services to be provided by Consultant pursuant to this Agreement shall be provided by personnel identified in their proposal. Consultant warrants that Consultant is familiar with all laws that may affect its performance of this Agreement and shall advise City of any changes in any laws that may affect Consultant’s performance of this Agreement. Consultant further represents that no City employee will provide any services under this Agreement. 4. Compensation. a. Subject to paragraph 4(b) below, the City shall pay for such services in accordance with the Schedule of Charges set forth in Exhibit “A.” b. In no event shall the total amount paid for services rendered by Consultant under this Agreement exceed the sum of $100,000.00. This amount is to cover all related costs, and the City will not pay any additional fees for printing expenses. Consultant may submit 16.e Packet Pg. 532 2 invoices to City for approval. Said invoice shall be based on the total of all Consultant’s services which have been completed to City’s sole satisfaction. City shall pay Consultant’s invoice within forty-five (45) days from the date City receives said invoice. The invoice shall describe in detail the services performed and the associated time for completion. Any additional services approved and performed pursuant to this Agreement shall be designated as “Additional Services” and shall identify the number of the authorized change order, where applicable, on all invoices. 5. Additional Work. If changes in the work seem merited by Consultant or the City, and informal consultations with the other party indicate that a change is warranted, it shall be processed in the following manner: a letter outlining the changes shall be forwarded to the City by Consultant with a statement of estimated changes in fee or time schedule. An amendment to this Agreement shall be prepared by the City and executed by both Parties before performance of such services, or the City will not be required to pay for the changes in the scope of work. Such amendment shall not render ineffective or invalidate unaffected portions of this Agreement. 6. Term. This Agreement shall commence on the Effective Date and continue through May 14, 2022, unless the Agreement is previously terminated as provided for herein (“Term”) with two (2) one (1) year extensions at the City’s option. The first option, if exercised, shall be effective May 15, 2022 through May 14, 2023. The second option, if exercised shall be effective May 15, 2023 through May 14, 2024. 7. Maintenance of Records; Audits. a. Records of Consultant’s services relating to this Agreement shall be maintained in accordance with generally recognized accounting principles and shall be made available to City for inspection and/or audit at mutually convenient times for a period of four (4) years from the Effective Date. b. Books, documents, papers, accounting records, and other evidence pertaining to costs incurred shall be maintained by Consultant and made available at all reasonable times during the contract period and for four (4) years from the date of final payment under the contract for inspection by City. 8. Time of Performance. Consultant shall perform its services in a prompt and timely manner and shall commence performance upon receipt of written notice from the City to proceed. Consultant shall complete the services required hereunder within Term. 9. Delays in Performance. a. Neither City nor Consultant shall be considered in default of this Agreement for delays in performance caused by circumstances beyond the reasonable control of the non-performing Party. For purposes of this Agreement, such circumstances include but are not limited to, abnormal weather conditions; floods; earthquakes; fire; epi demics; war; riots and other civil disturbances; strikes, lockouts, work slowdowns, and other labor disturbances; sabotage or judicial restraint. b. Should such circumstances occur, the non-performing Party shall, within a reasonable time of being prevented from performing, give written notice to the other Party describing the circumstances preventing continued performance and the efforts being made to 16.e Packet Pg. 533 3 resume performance of this Agreement. 10. Compliance with Law. a. Consultant shall comply with all applicable laws, ordinances, codes and regulations of the federal, state and local government, including Cal/OSHA requirements. b. If required, Consultant shall assist the City, as requested, in obtaining and maintaining all permits required of Consultant by federal, state and local regulatory agencies. c. If applicable, Consultant is responsible for all costs of clean up and/ or removal of hazardous and toxic substances spilled as a result of his or her services or operations performed under this Agreement. 11. Standard of Care. Consultant’s services will be performed in accordance with generally accepted professional practices and principles and in a manner consistent with the level of care and skill ordinarily exercised by members of the profession currently practicing under similar conditions. 12. Conflicts of Interest. During the term of this Agreement, Consultant shall at all times maintain a duty of loyalty and a fiduciary duty to the City and shall not accept payment from or employment with any person or entity which will constitute a conflict of interest with the City. 13. City Business Certificate. Consultant shall, prior to execution of this Agreement, obtain and maintain during the term of this Agreement a valid business registration certificate from the City pursuant to Title 5 of the City’s Municipal Code and any and all other licenses, permits, qualifications, insurance, and approvals of whatever nature that are legally required of Consultant to practice his/her profession, skill, or business. 14. Assignment and Subconsultant. Consultant shall not assign, sublet, or transfer this Agreement or any rights under or interest in this Agreement without the written consent of the City, which may be withheld for any reason. Any attempt to so assign or so transfer without such consent shall be void and without legal effect and shall constitute grounds for termination. Subcontracts, if any, shall contain a provision making them subject to all provisions stipulated in this Agreement. Nothing contained herein shall prevent Consultant from employing independent associates and subconsultants as Consultant may deem appropriate to assist in the performance of services hereunder. 15. Independent Consultant. Consultant is retained as an independent contractor and is not an employee of City. No employee or agent of Consultant shall become an employee of City. The work to be performed shall be in accordance with the work described in this Agreement, subject to such directions and amendments from City as herein provided. 16. Insurance. Consultant shall not commence work for the City until it has provided evidence satisfactory to the City it has secured all insurance required under this section. In addition, Consultant shall not allow any subcontractor to commence work on any subcontract until it has secured all insurance required under this section. 16.e Packet Pg. 534 4 a. Additional Insured The City of San Bernardino, its officials, officers, employees, agents, and volunteers shall be named as additional insureds on Consultant’s and its subconsultants’ policies of commercial general liability and automobile liability insurance using the endorsements and forms specified herein or exact equivalents. b. Commercial General Liability (i) The Consultant shall take out and maintain, during the performance of all work under this Agreement, in amounts not less than specified herein, Commercial General Liability Insurance, in a form and with insurance companies acceptable to the City. (ii) Coverage for Commercial General Liability insurance shall be at least as broad as the following: Insurance Services Office Commercial General Liability coverage (Occurrence Form CG 00 01) or exact equivalent. (iii) Commercial General Liability Insurance must include coverage for the following: (1) Bodily Injury and Property Damage (2) Personal Injury/Advertising Injury (3) Premises/Operations Liability (4) Products/Completed Operations Liability (5) Aggregate Limits that Apply per Project (6) Explosion, Collapse and Underground (UCX) exclusion deleted (7) Contractual Liability with respect to this Contract (8) Broad Form Property Damage (9) Independent Consultants Coverage (iv) The policy shall contain no endorsements or provisions limiting coverage for (1) contractual liability; (2) cross liability exclusion for claims or suits by one insured against another; (3) products/completed operations liability; or (4) contain any other exclusion contrary to the Agreement. (v) The policy shall give City, its elected and appointed officials, officers, employees, agents, and City-designated volunteers additional insured status using ISO endorsement forms CG 20 10 10 01 and 20 37 10 01, or endorsements providing the exact same coverage. (vi) The general liability program may utilize either deductibles or provide coverage excess of a self-insured retention, subject to written approval by the City, and provided that such deductibles shall not apply to the City as an additional insured. c. Automobile Liability 16.e Packet Pg. 535 5 (i) At all times during the performance of the work under this Agreement, the Consultant shall maintain Automobile Liability Insurance for bodily injury and property damage including coverage for owned, non-owned and hired vehicles, in a form and with insurance companies acceptable to the City. (ii) Coverage for automobile liability insurance shall be at least as broad as Insurance Services Office Form Number CA 00 01 covering automobile liability (Coverage Symbol 1, any auto). (iii) The policy shall give City, its elected and appointed officials, officers, employees, agents and City designated volunteers additional insured status. (iv) Subject to written approval by the City, the automobile liability program may utilize deductibles, provided that such deductibles shall not apply to t he City as an additional insured, but not a self-insured retention. d. Workers’ Compensation/Employer’s Liability (i) Consultant certifies that he/she is aware of the provisions of Section 3700 of the California Labor Code which requires every employer to be i nsured against liability for workers’ compensation or to undertake self-insurance in accordance with the provisions of that code, and he/she will comply with such provisions before commencing work under this Agreement. (ii) To the extent Consultant has employees at any time during the term of this Agreement, at all times during the performance of the work under this Agreement, the Consultant shall maintain full compensation insurance for all persons employed directly by him/her to carry out the work contemplated under this Agreement, all in accordance with the “Workers’ Compensation and Insurance Act,” Division IV of the Labor Code of the State of California and any acts amendatory thereof, and Employer’s Liability Coverage in amounts indicated herein. Consultant shall require all subconsultants to obtain and maintain, for the period required by this Agreement, workers’ compensation coverage of the same type and limits as specified in this section. e. Professional Liability (Errors and Omissions) At all times during the performance of the work under this Agreement the Consultant shall maintain professional liability or Errors and Omissions insurance appropriate to its profession, in a form and with insurance companies acceptable to the City and in an amount indicated herein. This insurance shall be endorsed to include contractual liability applicable to this Agreement and shall be written on a policy form coverage specifically designed to protect against acts, errors or omissions of the Consultant. “Covered Professional Services” as designated in the policy must specifically include work performed under this Agreement. The policy must “pay on behalf of” the insured and must include a provision establishing the insurer's duty to defend. f. Minimum Policy Limits Required (i) The following insurance limits are required for the Agreement: 16.e Packet Pg. 536 6 Combined Single Limit Commercial General Liability $1,000,000 per occurrence/ $2,000,000 aggregate for bodily injury, personal injury, and property damage Automobile Liability $1,000,000 per occurrence for bodily injury and property damage Employer’s Liability $1,000,000 per occurrence Professional Liability $1,000,000 per claim and aggregate (errors and omissions) (ii) Defense costs shall be payable in addition to the limits. (iii) Requirements of specific coverage or limits contained in this section are not intended as a limitation on coverage, limits, or other requirement, or a waiver of any coverage normally provided by any insurance. Any available coverage shall be provided to the parties required to be named as Additional Insured pursuant to this Agreement. g. Evidence Required Prior to execution of the Agreement, the Consultant shall file with the City evidence of insurance from an insurer or insurers certifying to the coverage of all insurance required herein. Such evidence shall include original copies of the ISO CG 00 01 (or insurer’s equivalent) signed by the insurer’s representative and Certificate of Insurance (Acord Form 25- S or equivalent), together with required endorsements. All evidence of insurance shall be signed by a properly authorized officer, agent, or qualified representative of the insurer and shall certify the names of the insured, any additional insureds, where appropriate, the type and amount of the insurance, the location and operations to which the insurance applies, and the expiration date of such insurance. h. Policy Provisions Required (i) Consultant shall provide the City at least thirty (30) days prior written notice of cancellation of any policy required by this Agreement, except that the Consultant shall provide at least ten (10) days prior written notice of cancellation of any such policy due to non-payment of the premium. If any of the required coverage is cancelled or expires during the term of this Agreement, the Consultant shall deliver renewal certificate(s) including the General Liability Additional Insured Endorsement to the City at least ten (10) days prior to the effective date of cancellation or expiration. (ii) The Commercial General Liability Policy and Automobile Policy shall each contain a provision stating that Consultant’s policy is primary insurance and that any insurance, self-insurance or other coverage maintained by the City or any named insureds shall not be called upon to contribute to any loss. 16.e Packet Pg. 537 7 (iii) The retroactive date (if any) of each policy is to be no later than the effective date of this Agreement. Consultant shall maintain such coverage continuously for a period of at least three years after the completion of the work under this Agreement. Consultant shall purchase a one (1) year extended reporting period A) if the retroactive date is advanced past the effective date of this Agreement; B) if the policy is cancelled or not renewed; or C) if the policy is replaced by another claims-made policy with a retroactive date subsequent to the effective date of this Agreement. (iv) All required insurance coverages, except for the professional liability coverage, shall contain or be endorsed to provide waiver of subrogation in favor of the City, its officials, officers, employees, agents, and volunteers or shall specifically allow Consultant or others providing insurance evidence in compliance with these specifications to waive their right of recovery prior to a loss. Consultant hereby waives its own right of recovery against City, and shall require similar written express waivers and insurance clauses from each of its subconsultants. (v) The limits set forth herein shall apply separately to each insured against whom claims are made or suits are brought, except with respect to the limits of liability. Further the limits set forth herein shall not be construed to relieve the Consultant from liability in excess of such coverage, nor shall it limit the Consultant’s indemnification obligations to the City and shall not preclude the City from taking such other actions available to the Ci ty under other provisions of the Agreement or law. i. Qualifying Insurers (i) All policies required shall be issued by acceptable insurance companies, as determined by the City, which satisfy the following minimum requirements: (1) Each such policy shall be from a company or companies with a current A.M. Best's rating of no less than A:VII and admitted to transact in the business of insurance in the State of California, or otherwise allowed to place insurance through surplus line brokers under applicable provisions of the California Insurance Code or any federal law. j. Additional Insurance Provisions (i) The foregoing requirements as to the types and limits of insurance coverage to be maintained by Consultant, and any approval of said insurance by the City, is not intended to and shall not in any manner limit or qualify the liabilities and obligations otherwise assumed by the Consultant pursuant to this Agreement, including, but not limited to, the provisions concerning indemnification. (ii) If at any time during the life of the Agreement, any policy of insurance required under this Agreement does not comply with these specifications or is canceled and not replaced, City has the right but not the duty to obtain the insurance it deems necessary and any premium paid by City will be promptly reimbursed by Consultant or City will withhold amounts sufficient to pay premium from Consultant payments. In the alternative, City may cancel this Agreement. 16.e Packet Pg. 538 8 (iii) The City may require the Consultant to provide complete copies of all insurance policies in effect for the duration of the Project. (iv) Neither the City nor the City Council, nor any member of the City Council, nor any of the officials, officers, employees, agents or volunteers shall be personally responsible for any liability arising under or by virtue of this Agreement. k. Subconsultant Insurance Requirements. Consultant shall not allow any subcontractors or subconsultants to commence work on any subcontract until they have provided evidence satisfactory to the City that they have secured all insurance required under this section. Policies of commercial general liability insurance provided by such subcontractors or subconsultants shall be endorsed to name the City as an additional insured using ISO form CG 20 38 04 13 or an endorsement providing the exact same coverage. If requested by Consultant, City may approve different scopes or minimum limits of insurance for particular subcontractors or subconsultants. 17. Indemnification. a. To the fullest extent permitted by law, Consultant shall defend (with counsel reasonably approved by the City), indemnify and hold the City, its elected and appointed officials, officers, employees, agents, and authorized volunteers free and harmless from any and all claims, demands, causes of action, suits, actions, proceedings, costs, expenses, liability, judgments, awards, decrees, settlements, loss, damage or injury of any kind, in law or equity, to property or persons, including wrongful death, (collectively, “Claims”) in any manner arising out of, pertaining to, or incident to any alleged acts, errors or omissions, or will ful misconduct of Consultant, its officials, officers, employees, subcontractors, consultants or agents in connection with the performance of the Consultant’s services, the Project, or this Agreement, including without limitation the payment of all consequential damages, expert witness fees and attorneys’ fees and other related costs and expenses. Notwithstanding the foregoing, to the extent Consultant’s services are subject to Civil Code Section 2782.8, the above indemnity shall be limited, to the extent required by Civil Code Section 2782.8, to Claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant. Consultant's obligation to indemnify shall not be restricted to insurance proceeds, if any, received by the City, the City Council, members of the City Council, its employees, or authorized volunteers. b. Additional Indemnity Obligations. Consultant shall defend, with counsel of City’s choosing and at Consultant’s own cost, expense and risk, any and all Claims covered by this section that may be brought or instituted against the City, its elected and appointed officials, employees, agents, or authorized volunteers. Consultant shall pay and satisfy any judgment, award or decree that may be rendered against the City, its elected and appointed officials, employees, agents, or authorized volunteers as part of any such claim, suit, action or other proceeding. Consultant shall also reimburse City for the cost of any settlement paid by the City, its elected and appointed officials, employees, agents, or authorized volunteers as part of any such claim, suit, action or other proceeding. Such reimbursement shall include payment for the City’s attorney's fees and costs, including expert witness fees. Consultant shall reimburse the City, its elected and appointed officials, employees, agents, or authorized volunteers, for any and all legal expenses and costs incurred by each of them in connection therewith or in enforcing the indemnity herein provided. Consultant’s obligation to indemnify shall not be restricted to 16.e Packet Pg. 539 9 insurance proceeds, if any, received by the City, its elected and appointed officials, employees, agents, or authorized volunteers. 18. California Labor Code Requirements. Consultant is aware of the requirements of California Labor Code Sections 1720 et seq. and 1770 et seq., as well as California Code of Regulations, Title 8, Section 16000, et seq., ("Prevailing Wage Laws"), which require the payment of prevailing wage rates and the performance of other requirements on certain “public works” and “maintenance” projects. If the Services are being performed as part of an applicable “public works” or “maintenance” project, as defined by the Prevailing Wage Laws, Consultant agrees to fully comply with such Prevailing Wage Laws, if applicable. Consultant shall defend, indemnify and hold the City, its elected officials, officers, employees and agents free and harmless from any claims, liabilities, costs, penalties or interest arising out of any failure or alleged failure to comply with the Prevailing Wage Laws. It shall be mandatory upon the Consultant and all subconsultants to comply with all California Labor Code provisions, which include but are not limited to prevailing wages, employment of apprentices, hours of labor and debarment of contractors and subcontractors. 19. Verification of Employment Eligibility. By executing this Agreement, Consultant verifies that it fully complies with all requirements and restrictions of state and federal law respecting the employment of undocumented aliens, including, but not limited to, the Immigration Reform and Control Act of 1986, as may be amended from time to time, and shall require all subconsultants and sub-subconsultants to comply with the same. 20. Laws and Venue. This Agreement shall be interpreted in accordance with the laws of the State of California. If any action is brought to interpret or enforce any term of this Agreement, the action shall be brought in a state or federal court situated in the County of San Bernardino, State of California. 21. Termination or Abandonment a. City has the right to terminate or abandon any portion or all of the work under this Agreement by giving ten (10) calendar days’ written notice to Consultant. In such event, City shall be immediately given title and possession to all original field notes, d rawings and specifications, written reports and other documents produced or developed for that portion of the work completed and/or being abandoned. City shall pay Consultant the reasonable value of services rendered for any portion of the work completed prior to termination. If said termination occurs prior to completion of any task for the Project for which a payment request has not been received, the charge for services performed during such task shall be the reasonable value of such services, based on an amount mutually agreed to by City and Consultant of the portion of such task completed but not paid prior to said termination. City shall not be liable for any costs other than the charges or portions thereof which are specified herein. Consultant sh all not be entitled to payment for unperformed services, and shall not be entitled to damages or compensation for termination of work. b. Consultant may terminate its obligation to provide further services under this Agreement upon thirty (30) calendar days’ written notice to City only in the event of substantial failure by City to perform in accordance with the terms of this Agreement through no fault of Consultant. 16.e Packet Pg. 540 10 22. Attorneys’ Fees. In the event that litigation is brought by any Party in connection with this Agreement, the prevailing Party shall be entitled to recover from the opposing Party all costs and expenses, including reasonable attorneys’ fees, incurred by the prevailing Party in the exercise of any of its rights or remedies hereun der or the enforcement of any of the terms, conditions, or provisions hereof. The costs, salary, and expenses of the City Attorney’s Office in enforcing this Agreement on behalf of the City shall be considered as “attorneys’ fees” for the purposes of this Agreement. 23. Responsibility for Errors. Consultant shall be responsible for its work and results under this Agreement. Consultant, when requested, shall furnish clarification and/or explanation as may be required by the City’s representative, regarding any services rendered under this Agreement at no additional cost to City. In the event that an error or omission attributable to Consultant’s professional services occurs, Consultant shall, at no cost to City, provide all other services necessary to rectify and correct the matter to the sole satisfaction of the City and to participate in any meeting required with regard to the correction. 24. Prohibited Employment. Consultant shall not employ any current employee of City to perform the work under this Agreement while this Agreement is in effect. 25. Costs. Each Party shall bear its own costs and fees incurred in the preparation and negotiation of this Agreement and in the performance of its obligations hereunder except as expressly provided herein. 26. Documents. Except as otherwise provided in “Termination or Abandonment,” above, all original field notes, written reports, Drawings and Specifications and other documents, produced or developed for the Project shall, upon payment in full for the services described in this Agreement, be furnished to and become the property of the City. 27. Organization. Consultant shall assign Thao Le as Project Manager. The Project Manager shall not be removed from the Project or reassigned without the prior written consent of the City. 28. Limitation of Agreement. This Agreement is limited to and includes only the work included in the Project described above. 29. Notice. Any notice or instrument required to be given or delivered by this Agreement may be given or delivered by depositing the same in any United States Post Office, certified mail, return receipt requested, postage prepaid, addressed to the following addresses and shall be effective upon receipt thereof: CITY: City of San Bernardino Vanir Tower, 290 North D Street San Bernardino, CA 92401 Attn: “City Manager” CONSULTANT: KOA Corporation 2141 W. Orangewood Avenue Orange, CA 92868 Attn: Min Zhou Deputy CEO – Principal-in-Charge 16.e Packet Pg. 541 11 With Copy To: City of San Bernardino Vanir Tower, 290 North D Street San Bernardino, CA 92401 Attn: City Attorney 30. Third Party Rights. Nothing in this Agreement shall be construed to give any rights or benefits to anyone other than the City and the Consultant. 31. Equal Opportunity Employment. Consultant represents that it is an equal opportunity employer and that it shall not discriminate against any employee or applicant for employment because of race, religion, color, national origin, ancestry, sex, age or other interests protected by the State or Federal Constitutions. Such non-discrimination shall include, but not be limited to, all activities related to initial employment, upgrading, demotion, transfer, recruitment or recruitment advertising, layoff or termination. 32. Entire Agreement. This Agreement, including Exhibit “A,” represents the entire understanding of City and Consultant as to those matters contained herein, and supersedes and cancels any prior or contemporaneous oral or written understanding, promises or representations with respect to those matters covered hereunder. Each Party acknowledges that no representations, inducements, promises, or agreements have been made by any person which are not incorporated herein, and that any other agreements shall be void. This is an integrated Agreement. 33. Severability. If any provision of this Agreement is determined by a court of competent jurisdiction to be invalid, illegal, or unenforceable for any reason, such determination shall not affect the validity or enforceability of the remaining terms and provisions hereof or of the offending provision in any other circumstance, and the remaining provisions of this Agreement shall remain in full force and effect. 34. Successors and Assigns. This Agreement shall be binding upon and shall inure to the benefit of the successors in interest, executors, administrators and assigns of each Party to this Agreement. However, Consultant shall not assign or transfer by operation of law or otherwise any or all of its rights, burdens, duties or obligations without the prior written consent of City. Any attempted assignment without such consent shall be invalid and void. 35. Non-Waiver. The delay or failure of either Party at any time to require performance or compliance by the other Party of any of its obligations or agreements shall in no way be deemed a waiver of those rights to require such performance or compliance. No waiver of any provision of this Agreement shall be effective unless in writing and signed by a duly authorized representative of the Party against whom enforcement of a waiver is sought. The waiver of any right or remedy with respect to any occurrence or event shall not be deemed a waiver of any right or remedy with respect to any other occurrence or event, nor shall any waiver constitute a continuing waiver. 36. Time of Essence. Time is of the essence for each and every provision of this Agreement. 16.e Packet Pg. 542 12 37. Headings. Paragraphs and subparagraph headings contained in this Agreement are included solely for convenience and are not intended to modify, explain, or to be a full or accurate description of the content thereof and shall not in any way affect the meaning or interpretation of this Agreement. 38. Amendments. Only a writing executed by all of the Parties hereto or their respective successors and assigns may amend this Agreement. 39. City’s Right to Employ Other Consultants. City reserves its right to employ other consultants, including engineers, in connection with this Project or other projects. 40. Prohibited Interests. Consultant maintains and warrants that it has neither employed nor retained any company or person, other than a bona fide employee working solely for Consultant, to solicit or secure this Agreement. Further, Consultant warrants that it has not paid nor has it agreed to pay any company or person, other than a bona fide employee working solely for Consultant, any fee, commission, percentage, brokerage fee, gift or other consideration contingent upon or resulting from the award or making of this Agreement. For breach or violation of this warranty, City shall have the right to rescind this Agreement without liability. For the term of this Agreement, no official, officer or employee of City, during the term of his or her service with City, shall have any direct interest in this Agreement, or obtain any present o r anticipated material benefit arising therefrom. 41. Counterparts. This Agreement may be executed in one or more counterparts, each of which shall be deemed an original. All counterparts shall be construed together and shall constitute one single Agreement. 42. Authority. The persons executing this Agreement on behalf of the Parties hereto warrant that they are duly authorized to execute this Agreement on behalf of said Parties and that by doing so, the Parties hereto are formally bound to the provisions of this Agreement. [SIGNATURES ON FOLLOWING PAGE] 16.e Packet Pg. 543 13 SIGNATURE PAGE FOR PROFESSIONAL SERVICES AGREEMENT BETWEEN THE CITY OF SAN BERNARDINO AND KOA CORPORATION IN WITNESS WHEREOF, the Parties have executed this Agreement as of the date first written above. CITY OF SAN BERNARDINO Approved By: Teri Ledoux Acting City Manager Approved as to Form: ****Approved Form**** Gary D. Saenz City Attorney Attested By: Georgeann Hanna, MMC City Clerk CONSULTANT Signature Name Title 16.e Packet Pg. 544 REQUEST FOR PROPOSALS FOR AS NEEDED GRANT WRITING SERVICES CITY OF SAN BERNARDINO JANUARY 10, 2018 Exhibit "A" - Scope of Services 16.e Packet Pg. 545 CITY OF SAN BERNARDINOREQUESTS FOR PROPOSALS FOR AS NEEDED GRANT WRITING SERVICES TABLE OF CONTENTS SECTION 1: VENDOR COVER LETTER 1 SECTION 2: BACKGROUND AND PROJECT SUMMARY 2 SECTION 3: METHODOLOGY 2 Implementation Plan Description of Efforts Project Schedule Description of Specifi c Tasks SECTION 4: STAFFING 12 Organizational Chart SECTION 5: QUALIFICATIONS 17 Percentage of Pursuits Technical Compentency Local Experience Fiscal Stability Five References SECTION 6: FEE PROPOSAL SECTION 7: INSURANCE 20 SECTION 8: LITIGATION 20 APPENDIX Staff Resumes Sample Writings 16.e Packet Pg. 546 1 2141 W. Orangewood Avenue, Orange, CA 92868 T: (714) 573-0317 | F: (714) 573-9534 | www.koacorp.comMONTEREY PARK ORANGE ONTARIO SAN DIEGO Dear Mr. Slobojan: KOA is excited to respond to the City of San Bernardino’s RFP for As Needed Grant Writing Services. We have developed a strong reputation for planning, designing, and implementing innovative engineering projects for the past 30 years and are extremely proud to include grant writing and grant management to our portfolio. We have enjoyed working with public agencies to fi nd and win federal, state, regional, and local funding sources for planning, engineering, and construction projects. KOA boasts several integral strengths that make us an ideal partner in providing grant writing services. Since 2013, KOA has secured $62 million dollars through 19 grant applications for cities and counties across Southern California. Our staffs’ familiarity with federal, state, regional, and local funding program requirements enable us to prepare clear and advantageous grant applications write-ups for potential projects. Our engineers ensure that projects conform to relevant state and federal guidelines, and will be suf fi ciently justifi ed in funding amount. KOA will employ existing document templates, inter- agency contacts, and our accrued database of GIS information to assist in grant application narratives. Our recent experience preparing a SSARP report and two HSIP grant applications for the City have extensively expanded our familiarity with the needs and goals of San Bernardino. As a fi rm principal, I am authorized to make representations for the fi rm. Please contact our project manager, Thao Le at (714) 573-0317 or tle@koacorp.com if you wish to discuss this proposal further. Thank you for the opportunity to propose on this RFP. Sincerely, KOA Min Zhou, PE Deputy CEO TO Mr. Jim Slobojan Procurement Services Manager City of San Bernardino 290 North D Street San Bernardino, CA 92401 FROM Ms. Min Zhou Principal-in-Charge mzhou@koacorp.com T: (714) 573-0317 F: (714) 573-9534 RFP/RFQRequest for Proposals for As Needed Grant Writing Services DATE January 10, 2018 16.e Packet Pg. 547 2CITY OF SAN BERNARDINOREQUESTS FOR PROPOSALS FOR AS NEEDED GRANT WRITING SERVICES SECTION 2: BACKGROUND AND PROJECT SUMMARY KOA Founded in 1987, KOA is a leading provider in traffi c engineering, transportation planning and construction management services for public agencies and private sector clients. We offer our clients technical knowledge, innovative solutions and responsive services. The hallmark of our success is our dedication to each and every project and our desire to leave a legacy of extraordinary contributions to our communities. Our staff includes certifi ed transportation planners, registered civil and traf fi c engineers, project/construction managers, and construction inspectors. With four of fi ces located in Southern California, KOA has provided engineering services for some of the largest public works and transportation planning projects throughout California. LOCATION OF OFFICES Monterey Park Orange Ontario San Diego TYPES OF SERVICES Civil Engineering Traf fi c Engineering Transportation Planning Active Transportation Highway & Transportation Design Program Management Construction Management YEAR FOUNDED 1987 FORM OF THE ORGANIZATION S Corporation SECTION 3: METHODOLOGY The City of San Bernardino has a compact, grid street system with low density residential surrounding a commercial and of fi ce urban core. It is defi ned and constrained by a network of highways, roads, streets, waterways, and railways that move its residents and goods. The City is 62.42 square miles with approximately 681 centerline miles of roadway and nearly 300 City- owned traf fi c signals. The historical emphasis of transportation planning efforts has been primarily auto-centric, with increasing amounts of accommodations for other modes including via planning processes such as the countywide Non-Motorized Transportation Plan. Some of existing conditions that may be present for planning in the City of San Bernardino include the following: • Transportation mode is dominated by automobile • Very limited existing AT infrastructure that provide safe and direct pedestrian routes and bikeways • High speed roadways create an unsafe environment for biking or walking • Many collisions occur at night and due to limited street lighting • Public participation may be low due to working schedule confl icts • Engagement and outreach to low income and non-English speaking population are a necessity The City of San Bernardino is seeking qualifi ed fi rms to provide on-call, as-needed grant support for assigned projects. Scope of services 16.e Packet Pg. 548 3CITY OF SAN BERNARDINOREQUESTS FOR PROPOSALS FOR AS NEEDED GRANT WRITING SERVICES SECTION 3: METHODOLOGY may vary from providing individual components of a grant application, such as providing exhibits, to preparing an entire grant application package and coordinating with City and granting agencies throughout the process. Granting pursuits will also range, including but not be limited to the following: 1. Capital Improvement and Public Works Infrastructure Development Projects 2. Active Transportation/Mobility 3. Traf fi c Engineering 4. Public Safety 5. Energy Ef fi ciency and Sustainability 6. Economic Development 7. Parks and Recreation Programs 8. Housing Programs 9. Technology 10. Homelessness Solutions KOA has successfully assisted many agencies in obtaining various types of grant funding. We are most knowledgeable in grants related to the categories listed below and have won a combined $62 million over 19 grants, for 16 public agencies, including $250,000 in SSARP funding for the City of San Bernardino in 2016. We are well-prepared to write grants for the City of San Bernardino in several of the requested RFP categories. KOA is prepared to complete these and other transportation planning and engineering related grants on behalf of the City. • Capital Improvement and Public Works Infrastructure Development Projects o Caltrans ATP Grants o TIGER grants o Highway Safety Improvement Program (HSIP) • Active Transportation/Mobility o Caltrans ATP Grants o Caltrans Sustainable Transportation Planning Grants • Traffi c Engineering o Highway Safety Improvement Program (HSIP) o Local Partnership Program • Public Safety (SSARP) o Systematic Safety Analysis Report Program (SSARP) • Energy Ef fi ciency and Sustainability o Caltrans Adaptation Planning Grants o SCAG Sustainable Communities Grant o Environmental Enhancement and Mitigation Program o California Natural Resource Agency Urban Greening Program • Parks and Recreation Programs o Cal River Parkways On the following page is a table summarizing KOA’s awarded funding pursuits for multiple agencies. 16.e Packet Pg. 549 CITY OF SAN BERNARDINOREQUESTS FOR PROPOSALS FOR AS NEEDED GRANT WRITING SERVICES SECTION 3: METHODOLOGY Grant Name Grant Description Agency Funding Level Submitted Date Amount Metro Call for Projects Bike Blvd Improvements City of Long Beach County 1/31/2011 $416,000 Metro Call for Projects Bike Improvements City of Long Beach County 1/31/2011 $590,820 Metro Call for Projects Street Improvements for Pedestrians City of Long Beach County 1/31/2011 $1,463,968 EEMP Interchange Landscape Environmental Improvements City of Pomona State 9/9/2011 $350,000 HSIP Cycle 6 Signal System Upgrades City of Banning State 7/26/2013 $357,700 Metro Call for Projects Ocean Blvd Bike and Pedestrian Path Port of Long Beach County 1/30/2015 $4,124,819 ATP Cycle 2 Bike and SRTS Improvements City of Banning State 6/1/2015 $1,082,000 ATP Cycle 2 Multi-Use Trail City of Moreno Valley State 6/1/2015 $1,431,000 ATP Cycle 2 Grand Avenue Multi-Use Trail City of Wildomar State 6/1/2015 $1,223,000 ATP Cycle 2 Pier J/South Water Front Bike and Pedestrian Path Port of Long Beach State 6/1/2015 $2,000,000 ATP Cycle 2 Ocean Blvd Bike and Pedestrian Path Port of Long Beach State 6/1/2015 $4,000,000 HSIP Cycle 7 Signal Timing/ITS Hardware City of South Pasadena State 7/27/2015 $315,900 MSRC Clean Air Grant City of Wildomar Regional 8/10/2015 $500,000 SSARP Sign Inventory City of South Pasadena State 3/21/2016 $200,000 SSARP Signal, Lighting, and Sign Inventory City of San Bernardino State 3/23/2016 $250,000 ATP Cycle 3 Juan Bautista Multi-Use Trail City of Moreno Valley State 6/7/2016 $3,182,000 SCAG SPG Program Active Transportation Plan City of Wildomar MPO 6/7/2016 $249,700 HSIP Cycle 8 Pedestrian Signal Heads City of Yorba Linda State 8/12/2016 $250,000 ATP Cycle 3 Augmentation Apple Valley South - Safe Routes to School Town of Apple Valley State 7/1/2017 $3,400,000 Caltrans Local Partnership Program Alder Avenue and Randall Avenue Roadway Improvements Project City of Rialto State 1/30/2018 $4,582,293 Caltrans Adaptation Planning Grant City of Rialto Climate Adaptation Plan with Transportation Integration City of Rialto State 2/23/2018 $395,400 ATP Cycle 4 112th Street and Flournoy Elementary Schools Safety Improvements Project LADOT State 7/31/2018 $5,600,000 ATP Cycle 4 Liechty Middle and Neighborhood Elementary Schools Safety Improvement Project LADOT State 7/31/2018 $29,000,000 ATP Cycle 4 Terra Vista Drive Safe Routes to School Infrastructure Implementation City of Rialto State 7/31/2018 $662,371 ATP Cycle 4 Alexandria Avenue Elementary School Neighborhood Safety Improvements Project LADOT State 7/31/2018 $4,480,000 ATP Cycle 4 Twentynine Palm Safe Routes to School Infrastructure Implementation Twentynine Palm State 7/31/2018 $1,484,498 HSIP Cycle 9 City of San Bernardino San Bernardino Federal 8/31/2018 $5,490,800 HSIP Cycle 9 City of San Bernardino San Bernardino Federal 8/31/2018 $4,341,400 HSIP Cycle 9 City of Twentynine Palms Twentynine Palm Federal 8/31/2018 $1,190,000 HSIP Cycle 9 City of Anaheim Anaheim Federal 8/31/2018 $2,372,100 HSIP Cycle 9 City of Anaheim Anaheim Federal 8/31/2018 $250,000 HSIP Cycle 9 City of Desert Hot Springs Desert Hot Springs Federal 8/31/2018 $159,570 HSIP Cycle 9 City of Desert Hot Springs Desert Hot Springs Federal 8/31/2018 $107,460 HSIP Cycle 9 City of Desert Hot Springs Desert Hot Springs Federal 8/31/2018 $206,300 16.e Packet Pg. 550 4CITY OF SAN BERNARDINOREQUESTS FOR PROPOSALS FOR AS NEEDED GRANT WRITING SERVICES SECTION 3: METHODOLOGY KOA takes much pride in the work we’ve performed for public agencies and their grant pursuits. We have dedicated much time to understanding not only the needs of certain grant requirements, but also the background and special characteristics of each project. The KOA project team will tap into our experiences in grant writing, grant management and research, transportation engineering, and transportation planning to achieve project goals and expectations. Our goal is to produce applications that exceed the grant requirements and City’s expectations. Each project and grant application will come with its own set of purpose, scope, and requirements that will present different challenges and opportunities. We will identify disadvantaged communities, understand collision factors, perform traf fi c studies, and determine cost/ benefi t ratios (common requirements for the Active Transportation Program and other transportation planning and engineering related grant applications). Our in-house engineers can assist with project-specifi c engineering details such as engineering concepts, cost estimates, scheduling, and right of way needs. The full scope of services to provide winning quality grant write-ups and exhibits is described below. The Implementation Plan provides KOA’s technical approach toward providing on-call grant writing services to meet the City’s needs. PROPOSED IMPLEMENTATION & WORK FLOW Task 1: Project Administration & Management 1.1 Project Launch and Administration With 30 years of experience in the transportation fi eld, the KOA team is well-qualifi ed to execute the required tasks discussed in this Scope of Work. As such, the KOA team will provide all services necessary for execution. This includes: • Project management, administration, and coordination • Staff needed to plan, organize, direct, supervise, control and coordinate the administrative aspects of the project Upon authorization to proceed, KOA will organize, attend, and lead a kick-off meeting with the City of San Bernardino to initiate the on-call services. The goal of the kick-off meeting will be to: • Review project goals and objectives; • Review scope of services; • Discuss projects to seek grant funding for; • Establish core project team, staff communication, meeting schedules, and project management process. The kick-off meeting will establish expectations and a path toward successful project execution through the discussion of goals, objectives, schedule, and opportunities. KOA will prepare and circulate a draft agenda. Following the kick- off meeting, KOA will provide meeting notes and action items resulting from the kick-off meeting. Deliverables • Project Kick-Off Meeting • Meeting Agenda • Project Timeline/Schedule • Meeting Minutes 1.2 Project Status Meetings/Conference Calls During the months when KOA is preparing the grant application(s), we will set up more frequent conference calls or meetings as necessary to assess the competitiveness of each project, develop compelling narratives to respond the grant application(s), acquire data to support the narratives, and obtain documentations/ signatures needed to complete the grant 16.e Packet Pg. 551 5CITY OF SAN BERNARDINOREQUESTS FOR PROPOSALS FOR AS NEEDED GRANT WRITING SERVICES SECTION 3: METHODOLOGY application(s). We anticipate the meetings to be comprised of mostly conference calls. 1.3 Accounting/ Invoicing KOA will develop and submit complete monthly invoice packages to San Bernardino in a timely manner. The invoice packages will include information such as hours spent per task, hours budgeted for each task, cumulative hours used to date, remaining budget by task, total amount billed and a progress report. Deliverables • Monthly invoices with progress reports Task 2: Develop Grant Funding Strategy 2.1 Prepare Strategic Work Plan KOA will prepare a Strategic Work Plan for the on-call services. The Strategic Work Plan will include detailed strategies for refi ning the scope of projects to meet grant requirements, and developing a method to clearly tackle and address each grant application. The Strategic Work Plan will include typical strategies used to develop narratives, graphics, and fi gures for each of the grant opportunities. It will also detail the process of completing outreach to stakeholders and the general public, including a description of outreach activities that the City could complete prior to the grant application in soliciting feedback from these stakeholders. It has become clear in the process of completing different grants that Cities which solicit feedback about projects ahead of time are at an advantage, especially projects with a planning focus. The work plan will include a detailed breakdown of the roles accomplished by the consultant in comparison to roles accomplished by KOA. Typically, the City is responsible for providing relevant data, all necessary signatures, letters of support, and recommended contact persons. The City should also be responsible for compiling the following data and sending to KOA as available. • Relevant prior planning work, including City council agendas, prior community meetings, prior planning documents • All relevant data, including any of the following available: o School information o Neighborhood information and boundaries o Land use o Existing and proposed bicycle facilities o Collision data o Transit routes and stops o Vehicular Average Daily Trips (ADTs) o Speed limits o Street classifi cation o Physical activity levels 2.2 Grant Research KOA is well-versed with the wide variety of funding opportunities available for Public Works projects. As an added value task, we will research potential grant opportunities for the City to pursue in order to maximize its funding potential. We have already developed a database of funding opportunities categorized by federal, state, regional, and local sources for our planning projects and internal use. KOA will use this database as a starting point to explore additional funding sources. Funding sources shall complement City project needs and allow for adequate time to prepare the grant application. The chart on the following page is an example of the funding sources identifi ed for the Morongo Basin Active Transportation Plan that drew from the database. We will document key information regarding each application such as Call for Projects dates, Project Deadlines, qualifi ed 16.e Packet Pg. 552 6CITY OF SAN BERNARDINOREQUESTS FOR PROPOSALS FOR AS NEEDED GRANT WRITING SERVICES SECTION 3: METHODOLOGY projects etc. On behalf of the Department, KOA will participate in funder-sponsored calls and presentations to understand grant program requirements. KOA will present the fi ndings to the City at the monthly status meetings. Deliverables • Attend funder-sponsored calls and presentations • Presentation of grants database • List of granting sources 2.3 Project Evaluation and Refi nement Prior to beginning work on each grant application, it is important to complete a preliminary evaluation to predict the scoring potential and overall chance of success for each proposed grant project. Grant applications typically have a scoring guide that accompanies each section and/or question. Based upon each section and/or question, KOA will conduct preliminary analyses to screen projects. One advantage KOA holds over other fi rms specialized in grant writing is that we have in-house professional engineers to ensure that the proposed projects conform to relevant state and federal guidelines and can be suf fi ciently justifi ed for the grant funding requests. KOA transportation engineers are experts in adherence to such guidelines, serving an integral advisory role in all our planning grant application process. For instance, the Active Transportation Program calls for collision analyses to identify how many parties were involved in the collisions, as well as, the severity of the collisions. It also focuses on assisting disadvantaged communities. If a potential project would address an area that has high collisions, and it’s located in a disadvantaged community, it can be a good candidate for an ATP application. Similarly, the success of HSIP typical benefi t/cost ratio grants is highly predicated on the existing number of collisions located at the proposed improvement site. A preliminary analysis can potentially save the City work hours preparing applications that are likely to not be successful. Deliverables • Refi nement of grant projects Task 3: Application Development The tasks below refl ect KOA’s overall approach to ensure the preparation of high-quality grant applications. We start this process by requesting all data, reports, and graphics relevant to the project. After reviewing the information, a meeting/conference call will be scheduled with the City to discuss our understanding of the project, and our approach to preparing the application. We provide a timeline that includes deadlines for milestones such as draft write-up, graphics production, project schedule, project cost estimation, receipt of support letters, City review schedule, and fi nal submission. 3.1 Preparation of the Narrative From our experiences with preparing grant applications, we have developed a basic framework towards developing successful applications. The efforts discussed below are pivotal in constructing meaningful and competitive narratives. Shared Understanding of Projects At KOA, we believe that ef fi cient facilitating and active listening are integral parts of successful project execution. Once the project team has narrowed down a list of projects and the grant programs to go after, KOA can facilitate a stakeholder meeting where attendees will be given an opportunity to provide their initial input about each project if the City has not sought stakeholder input about these projects yet. 16.e Packet Pg. 553 7CITY OF SAN BERNARDINOREQUESTS FOR PROPOSALS FOR AS NEEDED GRANT WRITING SERVICES SECTION 3: METHODOLOGY Discussion topics include project need, potential narratives, stakeholders who support or oppose the project(s), political interest and involvement, public comments, relevant plans that support the project, and many more. This initial set of inputs is instrumental in developing a strategy and narrative response for grant applications. Outreach In certain applications such as the state Active Transportation Program and SCAG Sustainable Communities Grant, the grant applications involve a public participation and planning component, both in terms of including a plan for public outreach in the grant proposal and soliciting public feedback prior to completing the grant proposal. As a starting point, most grants will ask for Letters of Support from relevant stakeholders, including schools, school district, parent- teacher organizations (PTOs) elected offi cials, advocacy groups, non-profi t organizations, and neighborhood associations. KOA will work together with the City to provide templates for Letters of Support. The team will also work with the City to circulate these letters to key stakeholders, and assist in managing the process. It is also useful to discuss the outcome of the public outreach meetings/events from the project or other relevant projects such as the development of the local City plans or related projects. These meetings showcase the extent of the outreach conducted and the community support. KOA can also setup and complete a brief outreach event prior to the grant application if there is suf fi cient time and resources. For instance, KOA can setup a booth at a pre-existing City event and conduct a brief survey to solicit initial feedback. KOA has many staff experienced in outreach, including bilingual staff, making this task easy to add to the process of grant preparation if necessary. KOA can also setup more traditional meetings with major stakeholders, such as SBCTA, Caltrans, or school districts, if their support is crucial to maintain in order to have a successful project. Data Collection & Research Having the necessary data available on hand will be invaluable in telling a compelling narrative. Most applications are only considered competitive with suf fi cient data to backup claims. After we receive the initial input, KOA will create a Data Request Memo while simultaneously beginning the process of gathering other relevant data. Since we have previously collaborated with the City of a variety of projects, KOA has already collected many datasets pertinent to San Bernardino. As such, we have already obtained a fair amount of data to begin with, which will allow our team to focus our time and resources on obtaining additional datasets, the narrative, and application development process versus entirely on data collection. Some of the most widely utilized datasets that we have used in other grants include: • GIS data: Schools, school attendance boundaries, existing pedestrian and bicycle infrastructure, disadvantaged communities, greenhouse gas emissions • Bicycle and pedestrian collisions • Police citation and enforcement reports • Speed limits • Traffi c counts • Photos of existing conditions • Approved plans, technical studies, master plans or other studies that reference the project • Summaries of public outreach completed 16.e Packet Pg. 554 8CITY OF SAN BERNARDINOREQUESTS FOR PROPOSALS FOR AS NEEDED GRANT WRITING SERVICES SECTION 3: METHODOLOGY Data Analysis After obtaining the necessary data, KOA will conduct analyses that will support the narrative for each grant application. The KOA Data Analysis team is well-equipped to perform analysis to identify and extrapolate information about disadvantaged communities, determine the potential for increase walking and biking activities, demonstrate how the projects will improve public health, and calculate the benefi ts to cost of projects; these factors play signifi cant roles in contributing to many successful grant applications. We have also developed in-house tools and models for some of the required analyses, with the Collision Analysis Tool being the most refi ned. Th map below is an example of how KOA utilized our analytical capabilities to combine data on disadvantaged communities with collision data to tell a more meaningful narrative. 16.e Packet Pg. 555 9CITY OF SAN BERNARDINOREQUESTS FOR PROPOSALS FOR AS NEEDED GRANT WRITING SERVICES SECTION 3: METHODOLOGY Review of Local and Regional Plans In many grant applications, projects that reference other local and regional documents prove to be more competitive. A narrative that incorporates this feature demonstrates the project’s contribution to the greater local and regional needs. KOA will review how project goals align with local and regional documents. We will include links that will easily direct grant reviewers to relevant plans, as well as, include excerpts of studies, reports, and other data that support application responses. Deliverables • Letter of support: template, coordination, and management • Review of outreach from City events • Coordination with relevant entities as requested by the grant program • Data collection • Data analysis • Review of local and regional plans 3.2 Grant Specifi c Logistics & Graphic Visualization Project Schedule, Funding, and Project Programming Request (PPR) In addition to the narrative, the grant applications will likely include other components that warrant attention. Items such as project schedule, funding requested, and external funding sources are common components in a grant application; these items need to be addressed early on in the project. Many Caltrans grant applications will likely include a Project Programming Request (PPR) form, as well as a list of application attachments. At the status meetings, we will discuss strategies to meet these requirements. Our engineers have experience implementing design projects under a grant-funded schedule. We use this knowledge, combined with our design background, to identify realistic schedule that meeting design and grant submittal requirements. For instance, we know that obtaining environmental clearance can be a lengthy process. As such we build in additional time for this process since fi nal design cannot progress without it. Cost estimation and budgeting are important components of the grant preparation process. KOA maintains a cost estimation tool with up-to-date construction costs for a variety of typical infrastructure improvements. These will be used to come up with realistic cost estimates for the project. Staffi ng costs, both from the City and from consultant maintained by a proposed project, are also important components to consider in any proposal. KOA participates in a wide variety of engineering and planning projects and is able to propose rates that are competitive but include reasonable compensation to cover costs. It is important to note that eligible project costs vary by grant; some will fund City staf fi ng costs, while for others this cost will have to be omitted. Graphic and Exhibits Graphically-appealing yet informative maps, fi gures, charts, and tables play an important component towards a more competitive application. The graphics will provide support for the narratives since it shows the grant reviewer what the project is about, rather than merely describing it. Aesthetically-pleasing charts and tables, either through infographics, fact sheets, or as stand-alone fi gures, can better communicate data than using text alone. Well-designed maps, complemented with short text, can convey copious amount of spatial data. Meanwhile, pictures and 3D renderings put the 16.e Packet Pg. 556 10CITY OF SAN BERNARDINOREQUESTS FOR PROPOSALS FOR AS NEEDED GRANT WRITING SERVICES SECTION 3: METHODOLOGY projects in their site-specifi c context, thus offering the grant reviewer an opportunity to visualize projects after completion. We will collaborate with the City to develop visually- appealing graphics to be utilized for the grant applications. Examples of the different types of graphics that KOA produced for previous projects are shown below and on the following page. An example of a 3D graphic KOA produced is shown below. Deliverables • Project Programming Request (PPR) form • Project schedule • Narrative for requested funding and external funding sources • Completed set of attachments • Aesthetically-pleasing visuals that support applications 3.3 Preliminary Draft Applications After application materials are prepared, KOA will develop draft grant applications. KOA peer and senior staff will QA/QC all materials prior to submittal for review. Reviews will ensure that all applications have fully addressed the grant guidelines and include all required forms and information. Reviews may also result in internal recommendations to enhance the application. Even basic information such as number of application copies and method of submitting applications are looked into again. Once the draft grant applications are complete, KOA will upload them onto a fi le-sharing service for the City and other key stakeholders to review. We will conduct meetings with the City to discuss the draft applications via conference call or in person. KOA will provide ample review time of each section of the application. We will also reach out to the funding agency as needed to clarify grant application questions. Throughout the grant writing process, we will be transparent with the City and notify the project manager of any concerns or roadblocks along the way. We will establish an open line of communication through face-to-face meetings, phone calls, and emails as needed. Deliverables • Preliminary draft applications • Follow up meetings 3.4 Revise and Submit Applications Based upon the comments received from the City, KOA will prepare the fi nal draft grant applications. The fi nal draft grant applications will contain all relevant products for each application, and ensure that all applications have a consistent labeling and presentation format in order to provide a single, cohesive application package. KOA will provide print copies of the fi nal grant applications to the City Project Manager for fi nal review. Upon receipt of fi nal comments from the City Project Manager, KOA will develop fi nal grant application packages. The packages will be printed and delivered to the City Project Manager for signature. Depending on application guidelines, KOA will submit completed applications electronically and/or via postal mail. Should electronic submittal be necessary, 16.e Packet Pg. 557 11CITY OF SAN BERNARDINOREQUESTS FOR PROPOSALS FOR AS NEEDED GRANT WRITING SERVICES SECTION 3: METHODOLOGY KOA will provide the City Project manager with confi rmation for electronic submittals. Deliverables • Final drafts of applications for submittal • Submittal of applications • Confi rmation of electronic submittal Task 4: Project Close-Out Following the conclusion of this contract, the KOA team will hold a debrief meeting with City staff to discuss the lessons learned. At the debrief meeting, we will also identify a list of fi nal work products that the City would like to receive. After the meeting, KOA will provide the City with the list of editable electronic fi les and fi nal package for each application. Deliverables • Debrief meeting • Editable electronic fi les • Final work products for each application TASK SCHEDULE AND DELIVERABLES We will take every effort in expediting the grant writing process to allow for ample City and stakeholder reviews. Preparing a grant typically takes approximately 5-8 weeks depending on the complexity and level of detail required. The process of preparing the grant should start with a kickoff meeting between the City and all applicable KOA staff to go over expectations, review current project status and conditions, and clarify the tasks for which the City is to be responsible. These usually involve the procurement of data and existing plans and contact with stakeholders, with the appropriate assistance of KOA’s expertise in each case. The fi rst week should also include the fi rst outreach to third parties and other agencies for either information or letters of support. The following two to three weeks should be spent preparing the grants. KOA will prepare drafts of all narratives and create draft fi gures, exhibits, and graphics as appropriate to the grant. KOA will also make any calculations necessary to proceed, including benefi t-to-cost ratios if applicable. Draft information will be submitted to the City for review. The City will typically be given approximately one week to review the information and provide comments to KOA staff. KOA will typically incorporate all changes and respond to the comments within another week and send to the City for fi nal review at least a week before submittal. With City consent KOA is prepared to submit the fi nal package to the grant agency on behalf of the City. Below is a detailed breakdown of tasks, schedule, and deliverables we can anticipate for the various grant applications. A typical schedule is also provided. This schedule may range with each application. 16.e Packet Pg. 558 CITY OF SAN BERNARDINOREQUESTS FOR PROPOSALS FOR AS NEEDED GRANT WRITING SERVICES SECTION 3: METHODOLOGY Task Subtask & Schedule Deliverables x Project Launch & Administration • Project Kick-Off Meeting x Project Status Meetings/ Conference Calls • Agenda x Accounting/Invoicing • Project Timeline/Schedule • Meeting minutes • Monthly invoices with progress reports x Prepare Strategic Work Plan • Attend funder-sponsored calls and presentations x Grant Research • Presentation of grants database x Project Evaluation and Refinement • List of granting sources • Refinement of grant projects x Preparation of the Narrative • Letter of support: template, coordination, and management x Graphics and Exhibits • Review of outreach from City events x Preliminary Draft Applications • Coordination with relevant entities as requested by the grant program x Revise and Submit Applications • Data collection • Data analysis • Review of local and regional plans • Project Programming Request (PPR) form • Project schedule • Narrative for requested funding and external funding sources • Completed set of attachments • Aesthetically-pleasing visuals that support applications • Preliminary draft applications • Follow up meetings • Final drafts of applications for submittal • Submittal of applications • Confirmation of electronic submittal • Debrief meeting • Editable electronic files • Final work products for each application KOA 1: Project Implementation & Management 2: Develop Grant Funding Strategy 3: Application Development 4: Project Close-Out x Debrief meeting & final work products 16.e Packet Pg. 559 12CITY OF SAN BERNARDINOREQUESTS FOR PROPOSALS FOR AS NEEDED GRANT WRITING SERVICES SECTION 3: METHODOLOGY 12341234123 1.1 Project Launch and Administration 1.2 Project Status Meetings/Conference Calls (As Needed)ŃŃŃŃŃŃ 1.3 Accounting/Invoicing 2.1 Prepare Strategic Work Plan 2.2 Grant Research (As Needed) 2.3 Project Evaluation and Refinement 3.1 Preparation of the Narrative 3.2 Grant Specific Logistics & Graphic Visualization 3.3 Preliminary Draft Application 3.4 Revise and Submit Application 4.1 Project Debrief Meeting KOA Grant Team Tasks CityReview Ń Deliverable (meetings / draft applications / final applications) TASK 4: PROJECT CLOSE-OUT TASK 2: DEVELOP GRANT FUNDING STRATEGY TASK 1: PROJECT ADMINISTRATION AND MANAGEMENT PROJECT SCHEDULE February March 2019 April TASK 3: APPLICATION DEVELOPMENT SECTION 4: STAFFING Our grant application team is comprised of experienced planners and engineers having technical analysis, graphics production, grant writing, and project estimation experience. Our team will be led by Min Zhou, PE (principal-in-charge) and Thao Le (Project Manager), both of whom possess extensive experience in transportation planning and engineering. We also have a plethora of supporting in-house staff with planning and/or engineering backgrounds. Support staff have assisted on a variety of grant-related tasks listed below and are assigned to the following categories in the table below: • Technical grant writing for mobility, active transportation, safety, and recreation-related grants • Analyzing economic, socioeconomic, safety, and health data • Producing impactful graphics and project concepts • Cost estimating and scheduling • Completing post-award reports • Coordination among the grant agency and the client 16.e Packet Pg. 560 13CITY OF SAN BERNARDINOREQUESTS FOR PROPOSALS FOR AS NEEDED GRANT WRITING SERVICES PRINCIPAL-IN-CHARGE Min Zhou, PE PROJECT MANAGER Thao Le, EIT Martin Varona, PE Assistant Engineer Grant Writer | Data Analyst | Cost Estimation | Project Scheduling | Concept Graphics Mengzhao Hu Senior Planner Grant Writer | Data Analyst Jenny Yu Assistant Planner Grant Writer | Data Analyst Zachary Popp Assistant Planner Grant Writer | Data Analyst EXHIBITIS & CONCEPTS Harold Arzate Assistant Planner Exhibits | Data Analyst Sean Reseigh Assistant Planner GIS Specialist | Data Analyst Stephen Bise, PE Senior Engineer Cost Estimation | Project Scheduling Alan Yasuda, EIT Assistant Engineer Cost Estimation | Project Scheduling | Concept Design GRANT WRITING At least three personnel are assigned to each grant. The project manager is responsible for reviewing all materials completed for the application and coordination regarding overall project needs. An assistant planner/engineer is responsible for preparing the application and detailed coordination with City staff to receive appropriate project data and documentation and fi eld answers to questions that arise when completing the grant. Typically an additional person skilled in GIS and/or Adobe software is also to provide graphic support and prepare exhibits. Because KOA is a full service planning and engineering company, we have several staff members with a high degree of expertise in specifi c grant-relevant subjects, including collision analysis, signal warrants, countermeasure selection, project prioritization, and cost estimation. SECTION 4: STAFFING | ORGANIZATIONAL CHART 16.e Packet Pg. 561 14CITY OF SAN BERNARDINOREQUESTS FOR PROPOSALS FOR AS NEEDED GRANT WRITING SERVICES SECTION 5: QUALIFICATIONS To facilitate ease of correspondence and maintain a shared understanding of project status, KOA maintains a project web-based collaborative platform in Sharepoint and a fi le hosting platform like OneDrive. Files uploaded to OneDrive can include tables, factsheets, GIS shapefi les, and maps. Older fi les can be easily archived, ensuring that only the most updated information is in use. Sharepoint allows all grant staff at KOA to actively collaborate on the same document and provide continuous feedback on project narratives. If desired, City staff may also use Sharepoint to provide regular feedback. Alternatively, KOA accommodates Cities who prefer to make their edits in a Word fi le via a typical weeklong review process and to incorporate these edits into the living document. An essential part of the grant preparation process is coordinating with stakeholders. Depending on the type of grant, these often include local municipal agencies (police, fi re, library, parks, etc.), schools, and foundations or volunteer organizations. It can also include regional agencies; SBCTA and Caltrans District 8 are examples of critical agencies whose support is often required or strongly recommended in the process of preparing grant applications. Because of the need for support and/or relevant information from each of these agencies, it is critical to make reaching out to other agencies the very fi rst step in the grant writing process. The consultant’s fi rst task is to prepare all necessary templates and requests for contact to outside agencies. This allows ample time to allow other agencies to respond to requests and gives the City opportunities to reach out to parties that fail to respond to requests for information. The project team should take a two-sided approach to avoid situations where relevant stakeholders do not provide expected information or support. The fi rst is to have a backup plan for collecting and analyzing data that does not involve the use of outside databases. Demographic data, road shapefi les, and collision data are all available at publicly accessible locations online. The second is to come in contact early, as frequently as necessary, and at the other agency’s best convenience. If an agency’s support is sought, it is best to think about what potential concerns may arise when asking any agency for support ahead of time. The majority of our experience in preparing the below grant applications have involved submitting via the grant’s website or to the physical headquarters. We believe, however, that our team can quickly familiarize with the grant application submittal process under Grants.gov. A sample writing from the recent ATP Cycle 4 applications is provided in the Appendix for your reference. We are happy to provide more samples upon request. PERCENTAGE OF PURSUITS Our grant pursuits have consisted mainly of federal, state, and regional funding. The table below identifi es the percentage of pursuits on these levels. TECHNICAL COMPETENCY We have a strong network of tools and software to support our preparation of grant write-ups, exhibits, data analysis, and cost estimation. Federal 40% State 40% Private Foundation 0% Corporate 0% Technical Assistance 20% Percent of Past Projects KOA 16.e Packet Pg. 562 15CITY OF SAN BERNARDINOREQUESTS FOR PROPOSALS FOR AS NEEDED GRANT WRITING SERVICES SECTION 5: QUALIFICATIONS Below is a list of in-house resources that we may use: Write-ups: • Microsoft Word • PDF-based Grant Application Form Data Analysis: • Statewide Integrated Traf fi c Records System (SWITRS) • Transportation Injury Mapping System (TIMS) Exhibits: • ArcGIS • AutoCAD for concept development and cross-sections • Adobe Illustrator • Adobe Photoshop • Lumion 3D Rendering • Sketchup 3D Modeling • Tableau for project story-telling Cost Estimation: • KOA-produced Cost Estimate Widget to streamline costs • Microsoft Excel Communication: • SharePoint: Web-based document management and storage system to facilitate sharing of fi les and City review • OneDrive: Web-based document sharing LOCAL EXPERIENCE We have had the pleasure of working on a variety of projects with the City including traf fi c studies, previous grant applications, Safe Routes to School (SRTS) projects, and an SSARP project. This has resulted in a strong understanding and local knowledge-base of the City. For the San Bernardino Systematic Safety Analysis Report Program (SSARP), KOA completed a sign and signal inventory of the whole City and provided recommendations for replacements and upgrades. As part of this work, KOA performed a systematic safety analysis based on a thorough collision analysis, which formed the basis of a set of recommended countermeasures. KOA also completed walking safety assessments and made engineering recommendations for three schools in San Bernardino during the SBCTA Safe Routes to School Phase II Report. We know that the top 4 crash types responsible for fatalities and severe injuries in the existing roadway network are “Night Time or Low Lighting-Related”, “Pedestrian Crashes”, “Broadside Crashes”, and “Head-on, Sideswipe, and Rear-End Crashes”. On the following page is a graphic produced for the SSARP report. 16.e Packet Pg. 563 16CITY OF SAN BERNARDINOREQUESTS FOR PROPOSALS FOR AS NEEDED GRANT WRITING SERVICES SECTION 5: QUALIFICATIONS We have also inventoried the existing traffi c signal systems via fi eld survey for signal hardware, communication facilities, controller cabinet components, and other traffi c signal support systems. We gained a full understanding of the existing systems to establish a foundation for future system upgrade recommendations. From our survey, we found that there are approximately 50 Caltrans- owned traf fi c signals within the City. From our SBCTA SRTS effort, we compiled environmental, active transportation, mapping, collision, and public input data for three schools in the City. 16.e Packet Pg. 564 CITY OF SAN BERNARDINOREQUESTS FOR PROPOSALS FOR AS NEEDED GRANT WRITING SERVICES SECTION 5: QUALIFICATIONS Below is an infographic produced for the SBCTA SRTS report. 16.e Packet Pg. 565 17CITY OF SAN BERNARDINOREQUESTS FOR PROPOSALS FOR AS NEEDED GRANT WRITING SERVICES SECTION 5: QUALIFICATIONS FISCAL STABILITY KOA is in excellent fi nancial condition and organizational stability with no bankruptcies, pending litigations, planned of fi ce closures, or pending mergers and is fully capable of executing this project. The fi rm has an annual sales projection of $20 million, a value that has increased in each year of the fi rm’s existence because of diversifi cation and expansion of our planning and design services. 16.e Packet Pg. 566 18CITY OF SAN BERNARDINOREQUESTS FOR PROPOSALS FOR AS NEEDED GRANT WRITING SERVICES SECTION 5: QUALIFICATIONS CITY OF LOS ANGELES ACTIVE TRANSPORTATION PROGRAM (CYCLE 4) GRANT APPLICATIONS LOS ANGELES, CA KOA is preparing up to 12 grant applications on behalf of the City of Los Angeles in response to the Active Transportation Program (Cycle 4) Call for Projects. Applications are seeking funding for a variety of infrastructure projects as well as non-infrastructure programs. The work includes developing strategic narratives; identifying and collecting relevant data; and creating fi gures, infographics, and fact sheets. Reference: City of Los Angeles Department of Transportation, Margot Ocañas, Project Coordinator, (213) 928-9707, margot.ocanas@lacity.org Dollar Amount: $98,480 | Project Dates: 2018 SBCTA SAFE ROUTE TO SCHOOL PHASE II PROJECT SAN BERNARDINO COUNTY, CA Phase II of the Regional Safe Routes to School (SRTS) Plan for SBCTA includes extensive interagency coordination, synthesis of local agency and school parent recommendations, and preparation of detailed and grant-ready planning materials. The Phase II built upon SRTS strategy fi ndings and recommendations compiled by the SBCTA in Phase I and worked on the County’s most disadvantaged or geographically isolated communities. The goal of the planning process was to update the Non- Motorized Transportation Plan (NMTP) for the County with additional pedestrian and Safe Routes to School components. KOA conducted outreach and planning at each of 55 schools across San Bernardino County, approximately 10% of all public schools in the county, where engineering recommendations could be made for comprehensive safety upgrades to the active transportation networks surrounding each school. The project team along with school staff and parents conducted walk audit workshops involving more than 800 participants—supplemented with 400+ classroom tallies of students. Reference: San Bernardino County Transportation Authority (SBCTA), Josh (Kyu-Sang) Lee, Project Manager, (909) 884-8276 x166, jlee@sanbag.ca.gov Dollar Amount: $400,000 | Project Dates: 2016-2018 CITY OF RIALTO GRANT WRITING SERCICES (MULTIPLE APPLICATIONS) RIALTO, CA Over the past three years, KOA has provided the City with grant-writing services for multiple funding programs. This includes ATP Cycle 4, Caltrans Local Partnership Program , Sustainable Communities Grant, Climate Adaptation Planning Grant, and HSIP Grant. Collectively, KOA helped the City win more than $5.6 Million for their planning and infrastructure projects. Reference: City of Rialto, Katie Nickel, Public Works Program Coordinator, (909) 820-2507, knickel@rialtoca.gov Dollar Amount: Varies | Project Dates: 2017 -2018 16.e Packet Pg. 567 19CITY OF SAN BERNARDINOREQUESTS FOR PROPOSALS FOR AS NEEDED GRANT WRITING SERVICES SECTION 5: QUALIFICATIONS CITY OF SAN BERNARDINO SYSTEMIC SAFETY ANALYSIS REPORT PROGRAM CALL FOR APPLICATION SAN BERNARDINO, CA KOA prepared a comprehensive application package for the City, in order to secure funding for their citywide traf fi c signal and street lighting inventory and school signage project. As part of our services, we helped strategize ways to increase the City’s chances of getting the best points possible for meeting the criteria for the Call for Applications Systemic Safety Analysis Report Program (SSARP). KOA followed the SSARP guidelines, fi lled out the application form, conducted analysis, and provided exhibits, tables, and cost estimates to demonstrate the effectiveness of the proposed countermeasures. Reference: City of San Bernardino, Michael W. Grubbs, Project Manager, (909) 384-5179, grubbs_mi@sbcity.org Dollar Amount: $277,000 | Project Dates: 2016 HSIP CYCLE 9 ADVANCED DILEMMA ZONE DETECTION PROJECT SAN BERNARDINO, CA The City of San Bernardino submitted a HSIP Cycle 9 grant to fund their Advanced Dilemma Zone Detection project. This project will implement advanced dilemma zone detection at 49 signalized detections within three roadway corridors. This project was identifi ed as a priority project supported by the City’s Systemic Safety Analysis Report, which KOA developed. The City was awarded $4,341,400 for this project with a 100% reimbursement rate. KOA prepared the HSIP application for this project. Reference: Mahmoud Khodr PE., PTOE, Traf fi c Engineer, (909) 384-7251, Khodr_ma@sbcity.org Dollar Amount: Varies | Project Dates: 2018 16.e Packet Pg. 568 CITY OF SAN BERNARDINOREQUESTS FOR PROPOSALS FOR AS NEEDED GRANT WRITING SERVICES KOA Corporation 2019 BILLING RATES Professional Services 2019 Rates President $ 325.50 Principal Engineer I $ 294.00 Principal Engineer II $ 252.00 Senior Engineer I $ 236.25 Senior Engineer II $ 189.00 Senior Designer I $ 220.50 Senior Designer II $ 183.75 Senior Planner I $ 225.75 Senior Planner II $ 183.75 Associate Engineer I $ 147.00 Associate Engineer II $ 120.75 Associate Planner I $ 147.00 Associate Planner II $ 120.75 Associate Designer I $ 120.75 Associate Designer II $ 94.50 Assistant Engineer I $ 120.75 Assistant Engineer II $ 99.75 Assistant Planner I $ 110.25 Assistant Planner II $ 89.25 Senior Construction Manager $ 173.25 Construction Manager $ 147.00 Senior Construction Observer $ 136.50 Construction Observer $ 131.25 Assistant Designer I $ 94.50 Assistant Designer II $ 73.50 Administrative Assistant I $ 89.25 Administrative Assistant II $ 68.25 Intern $ 57.75 General Provisions: Project reimbursable expenses are billed at cost. Project expenses include: Non-commuter automobile mileage ($0.545 per mile) or current IRS rate, postage and special courier expenses, travel expenses, reproduction, subcontractor services and other direct project expenses as requested by the client. Telephone, equipment, and fax are included in the above hourly costs. Direct expenses including blacklining, commercial CAD plotting, subconsultant expense, issuance of specially endorsed insurance certificate, and direct costs are billed at cost plus 5% unless stated otherwise in the proposal. Annual adjustments in these fees of approximately 5% will occur on January 1 of each calendar year. SECTION 6: FEE PROPOSAL 16.e Packet Pg. 569 20CITY OF SAN BERNARDINOREQUESTS FOR PROPOSALS FOR AS NEEDED GRANT WRITING SERVICES KOA aknowledges seeing the Agreement, attached as Exhibit “A”. SECTION 7: INSURANCE KOA has a strong fi nancial history and a positive fi nancial outlook. The fi rm is in excellent fi nancial condition and has no bankruptcies, pending litigations, planned offi ce closures, or pending mergers. We have no prior or ongoing civil or criminal litigations or investigations pending in which KOA has been judged guilty or liable in the past fi ve years. SECTION 8: LITIGATION 16.e Packet Pg. 570 CITY OF SAN BERNARDINOREQUESTS FOR PROPOSALS FOR AS NEEDED GRANT WRITING SERVICES EDUCATION MS, Civil Engineering, Michigan State University, E. Lansing, MI MS, Urban Planning, School of Architecture, Tsinghua University, Beijing, China BS, Urban Planning, School of Architecture, Tongji University, Shanghai, China REGISTRATIONS Professional Engineer, Civil, CA #66448 PROFESSIONAL AFFILIATIONS Institute of Transportation Engineers, Complete Streets Council Executive Committee Past Member Women’s Transportation Seminar International Chinese Transportation Professional Association PROFESSIONAL ATTRIBUTES • Grant Applications • Transportation Planning • Traffi c Engineering • Project Management • Civil Engineering • Non-motorized Transportation • Database Management • Statistical Analysis • Complete Streets MIN ZHOU, PE PRINCIPAL-IN-CHARGE Principal Engineer Ms. Zhou has 26 years of transportation engineering and planning experience with both private consultant companies and public agencies. She is knowledgeable in roadway design, traffi c design, transportation modeling and studies, non-motorized transportation, database management, and statistical analysis. Ms. Zhou has managed several large-scale projects involving multiple stake holder groups and has a reputation of delivering projects on-time and under budget. RELEVANT EXPERIENCE City of San Bernardino Systemic Safety Analysis Report Program Grant Application, San Bernardino, CA KOA Project Manager. On behalf of the City of San Bernardino, KOA obtained a $250,000 grant from Caltrans to produce a safety report regarding various citywide roadway factors. The purpose of requesting the funding was to focus on evaluating traf fi c signals, signage, and street lighting in the City. All existing traffi c signals and street lights would be evaluated on a citywide basis, using this funding. Only the signage near public schools in the City would be evaluated and included in the SSAR, not all City signs. Strategic Highway Safety Plan challenge areas included pedestrians, speeding, intersections, and aging roadway users. A minimum 10% local match to the grant was funded by the City with nearly $28,000. Ms. Zhou oversaw and managed this assignment. This grant was administered in accordance with the California Local Highway Safety Improvement Program Advisory Committee. City of Los Angeles ATP Cycle 4 Grant Applications Principal-in-Charge. KOA will prepare up to twelve grant applications on behalf of the City of Los Angeles that will be submitted to the ATP Cycle 4. The ATP Cycle 4 will have an estimated submittal date of late May or early June 2018. City of Long Beach SR2S Grant Application for Daisy and Sixth Street Corridors, Long Beach, CA KOA Project Manager. KOA assisted the City of Long Beach in submitting Safe Routes to School (SR2S) grant applications. KOA prepared all necessary documentation to complete the application requirements. The 6th Street and Daisy corridors APPENDIX | STAFF RESUMES 16.e Packet Pg. 571 CITY OF SAN BERNARDINOREQUESTS FOR PROPOSALS FOR AS NEEDED GRANT WRITING SERVICES Min Zhou, PE, Page 2 were the two locations included in the grant applications as Class III bike paths (Bike Boulevards). KOA provided the data and concepts to demonstrate the need for implementation of the bike boulevards as part of SR2S. Analysis of safety risks and the benefi ts of the proposed project were included in the applications. KOA also prepared cost estimates for the proposed improvements. The grant application through Caltrans’ Local Assistance and MTA has secured City of Long Beach more than $1 million for the two corridors. City of Orange HSIP Grant Applications for Various Locations, Orange, CA KOA Project Manager. KOA prepared applications for Highway Safety Improvement Program (HSIP), a federal-aided highway funds program for City of Orange. The applications were based on the Safety Improvement Program (HSIP) Interim Guidelines, provided by Caltrans’ Division of Local Assistance. KOA evaluated the historical accident data and traf fi c and safety characteristics of the roadway system, provided improvement recommendations, and conducted cost estimates for the improvements with the assistance of City staff. Port of Long Beach Ocean Boulevard Bridge Coastal Bike Trail Connector Grant Applications, Long Beach, CA Principal-in-Charge. KOA prepared a complete application package on behalf of POLB, which sought external funding for its Coastal Bike Trail Connector project. The project proposed to connect the Downtown Long Beach bike facilities to future bike and pedestrian facilities in the port, via a Class I bikeway on the north side of Ocean Boulevard Bridge. KOA provided conceptual plans and estimates for this new facility. We prepared a grant application for Metro’s 2015 Call-for-Projects and an application for Cycle 2 of the state’s Active Transportation Program. The applications were successfully funded. POLB was awarded $4,000,000 for each submittal. Town of Apple Valley SRTS Improvements Project ATP Cycle 3 Augmentation Grant Application, Apple Valley, CA The Town of Apple Valley (Town) is a rural destination located in Victor Valley of San Bernardino County. At the time of submitting their ATP Cycle 3 application for the SRTS Improvements Project they were in the process of preparing their Safe Routes to School (SR2S) Master Plan. This project was included as a project of signifi cant priority in the SR2S Master Plan and the City decided to seek funding through the Active Transportation Program. The Town acquired assistance from KOA to prepare a conceptual plan, preliminary cost estimates, and other related exhibits for the fi nal ATP Cycle 3 application package. The opportunity to provide a positive impact to multiple schools within less than 2 miles of each other is very high. The project proposes to provide a Class I facility connecting multiple schools, install new sidewalk along school boundaries, and provide in-road bike facilities near one school. ADA compliance is also considered as part of the project with the installation of various curb ramps and sidewalk. KOA provided technical support for the application including concept design, cost estimation, and other related exhibits. 16.e Packet Pg. 572 CITY OF SAN BERNARDINOREQUESTS FOR PROPOSALS FOR AS NEEDED GRANT WRITING SERVICES EDUCATION BS, Civil Engineering, California State Polytechnic University, Pomona, CA THAO LE, EIT PROJECT MANAGER Assistant Engineer Ms. Le is an assistant engineer with seven years of experience in the fi eld of engineering. Some of her responsibilities include drafting plans and elevations, providing cost estimates based on engineering plans, and reviewing utility maps for base drawing inclusion. She is experienced in performing traf fi c impact studies, drafting temporary traffi c control plans, and in conducting fi eld work. Her related computer knowledge includes AutoCAD, MicroStation, TRAFFIX, SYNCHRO, and ArcGIS. RELEVANT EXPERIENCE Port of Long Beach Grant Management, Long Beach, CA Project Manager. Since 2017, KOA has managed three ATP and CMAQ-funded projects for the Port. Each effort required providing a schedule for the project in reference to the grant submittal requirements; constant coordination among Port, Metro, Caltrans, and environmental staff to facilitate the completion of exhibits; completing required forms pertaining to environmental clearance, right of way certifi cation, allocation, authorization to proceed with construction, award package, and progress reports; and responding to questions or concerns throughout the process. Ms. Le has led every effort to ensure the Port has met deadlines and communicated effectively between all agencies involved. Menifee Grant Management, Menifee, CA Project Manager. Since 2017, KOA has managed three HSIP and one SSARP-funded projects for the City. The HSIP effort required constant coordination between the City and Caltrans to facilitate the completion of exhibits; completion of required forms pertaining to environmental clearance, right of way certifi cation, and authorization to proceed with construction; and responding to questions or concerns throughout the process. Ms. Le also prepared invoices on behalf of the City for reimbursement. APPENDIX | STAFF RESUMES 16.e Packet Pg. 573 CITY OF SAN BERNARDINOREQUESTS FOR PROPOSALS FOR AS NEEDED GRANT WRITING SERVICES Delta Avenue Grant Management, Long Beach, CA Project Manager. The ATP-funded project consists of a three-mile bicycle boulevard design including traf fi c circles, bulb-outs, traf fi c signal modifi cations, way fi nding, and signing and striping. In addition to managing the design, Ms. Le has assisted the City with time extension requests, defi ning the project schedule to meet grant deadlines, completing quarterly progress reports, and obtaining environmental clearance. The project is currently in design with next steps to assist with right of way certifi cation and authorization to proceed with construction. Thao Le, EIT, Page 2 16.e Packet Pg. 574 CITY OF SAN BERNARDINOREQUESTS FOR PROPOSALS FOR AS NEEDED GRANT WRITING SERVICES EDUCATION MS, Civil Engineering, University of California, Los Angeles BS, Civil Engineering, California State University, Fullerton REGISTRATIONS Engineer-In-Training (Civil), California #145814 (2012) PROFESSIONAL AFFILIATIONS Institute of Transportation Engineers, ITE Southern California Chair Orange County Traf fi c Engineering Council PROFESSIONAL ATTRIBUTES • Transportation Planning • Traffi c Engineering Design • Grant Application Assistance • Research • Field Review • Non-Motorized Transportation • Transportation Modeling MARTIN VARONA, EIT GRANT WRITER | DATA ANALYST | COST ESTIMATION | PROJECT SCHEDULING | CONCEPT GRAPHICS Assistant Engineer Mr. Varona is an assistant engineer and grant writer for KOA. Mr. Varona began his professional career with KOA in 2014, shortly after graduating from UCLA with an MS in civil engineering. He has developed a specialized knowledge in successfully writing grant applications on behalf of many local and regional agencies. Mr. Varona is capable of writing grant applications for a wide variety of disciplines, including traf fi c engineering, active transportation, infrastructure, and traffi c collision evaluation reports. In addition, Mr. Varona is very familiar with federal and state requirements for funding allocation after a local entity has been awarded funding and he is assisting many agencies with administration and management of grants. RELEVANT EXPERIENCE City of Los Angeles ATP Cycle 4 Grant Applications Grant Writer. Mr. Varona is the lead grant writer for the City of Los Angeles’ SRTS Grant Application Assistance task order solicitation. KOA will prepare up to twelve grant applications on behalf of the City of Los Angeles that will be submitted to the ATP Cycle 4. The ATP Cycle 4 will have an estimated submittal date of late May or early June 2018. Mr. Varona is currently coordinating with the City of Los Angeles to determine strategies to maximize potential scoring of the applications and will be responsible for preparing several applications while reviewing other grant applications prepared by other KOA staff. City of South Pasadena SSARP Grant Application Grant Writer. Mr. Varona prepared a complete application package on behalf of the City of South Pasadena for the SSARP program. KOA assisted the City of South Pasadena in identifying a scope to submit for funding, which includes city-wide pavement marking, striping, signage, and curb inventories, as well as complete crash evaluation of the roadway network. Mr. Varona prepared the initial crash data analysis, narrative responses, supporting documents, preliminary cost estimates, and fi eld work summaries. The City of South Pasadena was awarded $200,000. APPENDIX | STAFF RESUMES 16.e Packet Pg. 575 CITY OF SAN BERNARDINOREQUESTS FOR PROPOSALS FOR AS NEEDED GRANT WRITING SERVICES City of South Pasadena HSIP Cycle 7 Application, South Pasadena, CA Grant Writer. Mr. Varona prepared a complete application package on behalf of the City of South Pasadena. The City was interested in upgrading its current traffi c signal hardware and software as well as other intersection improvements on Fair Oaks Avenue. Based on our previous traffi c signal inventory we identifi ed the existing conditions and prepared recommendations for improvements that would be included in the HSIP Cycle 7. Mr. Varona prepared cost estimates, narrative question responses, supplementary fi gures and documents, and submitted to Caltrans. This application was successfully funded and the City of South Pasadena was awarded $315,900. City of San Bernardino, SSARP Application, San Bernardino, CA Grant Writer. Mr. Varona prepared a complete application package on behalf of the City of San Bernardino to acquire funds to conduct a city-wide traffi c signal, street lighting, and signage inventory. Mr. Varona prepared all narrative question responses, supplementary fi gures and documents, cost estimates, maps, and submitted to Caltrans. This application was successfully funded and the City of San Bernardino was awarded $277,000. Port of Long Beach Coastal Bike Trail Connector ATP Cycle 2 Application, Long Beach, CA Assistant Engineer. Mr. Varona prepared a complete application package on behalf of the Port of Long Beach. The Port of Long Beach sought external funding for its Coastal Bike Trail Connector project. The project proposes to connect the Downtown Long Beach bike facilities to the future bike and pedestrian facilities in the Port via a Class I bikeway on the north side of Ocean Boulevard Bridge. KOA and a sub-consultant provided conceptual plans and estimates for this new facility. Mr. Varona prepared the application narratives and fi gures for a complete application package. The application was successfully funded and the Port of Long Beach was awarded $4,000,000. Port of Long Beach Coastal Bike Trail Connector Metro 2015 Call for Projects, Long Beach, CA Grant Writer. Mr. Varona prepared a complete application package on behalf of the Port of Long Beach. The Port of Long Beach sought external funding for its Coastal Bike Trail Connector project. The project proposes to connect the Downtown Long Beach bike facilities to the future bike and pedestrian facilities in the Port via a Class I bikeway on the north side of Ocean Boulevard Bridge. KOA and a sub-consultant provided conceptual plans and estimates for this new facility. Mr. Varona prepared the application narratives and fi gures for a complete application package. The application was successfully funded and the Port of Long Beach was awarded $4,000,000. City of Yorba Linda HSIP Cycle 8 Application, Yorba Linda, CA Grant Writer. Mr. Varona prepared a complete application package on behalf of the City of Yorba Linda. The City of Yorba Linda requested grant preparation services to assist with acquiring funding for their city-wide pedestrian signal head and push button upgrades project. Mr. Varona prepared an HSIP application with cost estimates, supplementary fi gures and documents, narrative responses, and recommendations for improvements. The application was submitted to Caltrans. This application was successfully funded and the City of Yorba Linda was awarded $250,000. Martin Varona, EIT, Page 2 16.e Packet Pg. 576 CITY OF SAN BERNARDINOREQUESTS FOR PROPOSALS FOR AS NEEDED GRANT WRITING SERVICES EDUCATION Bachelor of Science, Urban Planning, Tongji University, Shanghai Master of Planning, University of Southern California, Los Angeles PROFESSIONAL ATTRIBUTES • Travel Demand Modeling • Transit Planning • Grant Writing • Complete Street • Parking Study • Traffi c Engineering MENGZHAO HU GRANT WRITER | DATA ANALYST Senior Planner Ms. Hu is a Senior Planner with more than thirteen years of working experience. Mengzhao specializes in data analysis, travel demand model, traffi c engineering and transit planning. She has extensive experience with transportation safety, traf fi c calming and transportation engineering projects. She is familiar with transportation modeling and traffi c engineering software, including TransCAD, CUBE, Synchro, Traf fi x, PTV Vistro, etc. She is also familiar with GIS software. Mengzhao is KOA’s internal lead for developing project prioritization and grant management tools. Before joining KOA Corporation, Ms. Hu was a lead planner with WSP (formerly Parsons Brinckerhoff)’s modeling group. RELEVANT EXPERIENCE SCAG Sustainable Communities Program Grant Application - Pasadena Allen Avenue Safety Improvement Project Manager. As part of the Pasadena Allen Avenue Safety Improvement Project, KOA supported Pasadena Transportation Department to apply for a grant under the 2018 SCAG Sustainable Communities Program. KOA was hired by the City develop a concept design to improve the pedestrian and bicyclist safety and accessibility near the Gold Line Allen Station. The project was well received and the City decided to apply for the “quick-build” category under the SCAG grant. Mengzhao provided most write- ups for the grant application forms. KOA also developed a design plan for the temporary demonstration project. Conceptual Designs for Allen Avenue Safety Improvement Project, Pasadena, CA Project Manager. Mengzhao’s main responsibility is to manage the entire project and lead all the planning tasks. She has been coordinating with the City for the community outreach efforts including fi ve community meetings and one intercept survey. She has prepared the event fl yer, fact sheet and presentations for the pre-design meeting. She has led the efforts for collision data analysis, traf fi c operational analysis. APPENDIX | STAFF RESUMES 16.e Packet Pg. 577 CITY OF SAN BERNARDINOREQUESTS FOR PROPOSALS FOR AS NEEDED GRANT WRITING SERVICES Conceptual Designs for North Hill Avenue Complete Street Project, Pasadena, CA Project Manager. Through analysis of collision data, Mengzhao led the KOA team to identify traffi c calming strategies for a 1.4 milelong roadway segment of North Hill Avenue where the City desires to lower vehicular speeds and to improve the safety of pedestrians, bicyclists and motorists. Mengzhao coordinated with the City for all the community outreach efforts that included four community meetings. She led the efforts for collision data analysis, traffi c operational analysis. Mengzhao also helped with proposed traf fi c calming measures, which have been adopted into the City’s Capital Improvement Program. City of Los Angeles Active Transportation Program (Cycle 4) Grant Applications, Los Angeles, CA Grant Writer. KOA will prepare up to twelve grant applications on behalf of the City of Los Angeles in response to the Active Transportation Program (Cycle 4) Call for Projects. Applications will seek funding for a variety of infrastructure projects as well as non-infrastructure programs. Ms. Hu is one of the lead grant writers for the project. Town of Apple Valley ATP Cycle 3 Augmentation Application, Apple Valley, CA Grant Writing Support Staff. KOA served as sub-consultants to a grant management fi rm and assisted in the preparation of an ATP Cycle 3 application for the Town of Apple Valley. KOA assisted the Town in identifying pedestrian and bicycle safety improvements along Navajo Road to reduce speed and improve walking and bicycling conditions. Ms. Hu prepared maps and narratives for the application package. This application was successfully funded and the Town of Apple Valley was awarded $3,400,000. City of Fontana Systemic Safety Analysis Report Program (SSARP), Fontana, CA Project Manager. Mengzhao’s main responsibility is to manage the entire project and leads the tasks of collision data analysis, creating citywide inventory for crosswalk and arrow markings. She is also developing a linear regression model to identify the traffi c enforcement resource that is needed to improve Fontana’s ranking in California Offi ce of Traf fi c Safety (OTS) group B. Port of Long Beach Planning On-Call Service – GPS Port-wide and Regional Planning Solution, Long Beach, CA Project Manager. KOA has been cooperating with TranSystems to research possible application of using GIS data to improve port-wide and regional planning and modeling efforts. Mengzhao reviewed the PortTAM and provided recommendation on how to use GPS data to improve various components of the model including trip generation, trip distribution, mode split and trip assignment. City of Placentia General Plan Mobility Element Update, Placentia, CA Project Manager. Mengzhao is currently leading the efforts to update the mobility element for the City of Placentia. The major tasks for this project includes assessing Level-of-Service for major roadway segments and intersections throughout the city for existing and future conditions; evaluating pedestrian facilities; and proposing a general bicycle facility plan. Mengzhao Hu, Page 2 16.e Packet Pg. 578 CITY OF SAN BERNARDINOREQUESTS FOR PROPOSALS FOR AS NEEDED GRANT WRITING SERVICES EDUCATION Master, Urban & Regional Planning, University of California, Los Angeles Graduate, Urban Humanities Graduate Certifi cate Program, University of California, Los Angeles BA, Landscape Architecture, University of California, Berkeley BS, Society & Environment, University of California, Berkeley Minor, City & Regional Planning, University of California, Berkeley PROFESSIONAL AFFILIATIONS Association of Pedestrian and Bicycle Professionals (APBP) American Planning Association, Los Angeles County Chapter (APA) PROFESSIONAL ATTRIBUTES • Transportation Planning • Transportation Policy • Urban Planning • Regional Planning • Public Outreach • Event Coordination & Management • Graphic Design • AutoCAD • Adobe Suite Programs • Lumion JENNY YU GRANT WRITER | DATA ANALYST Assistant Planner Ms. Yu is an Assistant Planner and Grant Writer for KOA. She has provided grant writing assistance on many grant applications- with a focus on active transportation and infrastructural projects. Ms. Yu draws her expertise in grant writing from her career as a transportation planner; she is skilled in planning-level analyses which are crucial in developing compelling narratives to identify project need. Ms. Yu is also knowledgeable on transportation funding opportunities available to municipalities which she has consistently been keeping track of. RELEVANT EXPERIENCE City of Los Angeles Active Transportation Program (Cycle 4) Grant Applications, Los Angeles, CA Grant Writer. KOA will prepare up to twelve grant applications on behalf of the City of Los Angeles in response to the Active Transportation Program (Cycle 4) Call for Projects. Applications will seek funding for a variety of infrastructure projects as well as non-infrastructure programs. Ms. Yu is one of the lead grant writers for the project. She is working closely with the Los Angeles Department of Transportation to develop strategic narratives; identify and collect relevant data; and create fi gures, infographics, and fact sheets. City of Rialto Sustainable Communities Grant Application, Rialto, CA Grant Writer. The Sustainable Communities grant application is intended to contribute funding towards local and regional planning projects that further Regional Transportation Plan Guidelines goals. A total of $17 million was available through the Sustainable Communities grant competitive track. Ms. Yu was one of the key grant writers for the application. She coordinated with project staff in Rialto to obtain necessary data, and provided ongoing communication to ensure project completion. She was also the lead writer for the scope of work- one of the major components of the grant application. APPENDIX | STAFF RESUMES 16.e Packet Pg. 579 CITY OF SAN BERNARDINOREQUESTS FOR PROPOSALS FOR AS NEEDED GRANT WRITING SERVICES City of Rialto Adaptation Planning Grant Application, Rialto, CA Grant Writer. The Adaptation Planning Grant is a statewide competitive application that had a total of $7 million available for local and regional projects. The City of Rialto retained KOA to apply for the funding opportunity on a tight schedule and budget. Ms. Yu played an important role in the project. Her tasks included writing a detail scope of work that documented specifi c steps needed to complete the project; researching state, regional, and local transportation-relevant policies; and developing narratives to tell a compelling story that supported the need for the project. City of Rialto Local Partnership Grant Application, Rialto, CA Grant Writer. The Local Partnership Program incorporates an annual fund of $200 million in formulaic and competitive grants for local transportation agencies with dedicated funds for transportation improvements, either through voter approval or imposed taxes/fees/tolls. KOA provided grant writing assistance to the City of Rialto for the Local Partnership Grant Application. For the project, Ms. Yu developed project narratives, gathered data necessary to support the narratives, researched relevant policies, and provided fi gures to enhance project narratives. Allen Avenue Safety Improvement, Pasadena, CA Assistant Planner. This project seeks to improve pedestrian and bicycle access and safety to the Allen Gold Line Metro Station while balancing the needs of motorists. It will focus on improvements along Allen Avenue between Villa Street and Colorado Blvd. Ms. Yu is currently assisting with planning and outreach efforts for this project. She is the task lead of 3D Simulation and Rendering, where she will develop 3D simulations of proposed infrastructural treatments. Her other tasks include developing the fact sheet and other graphic materials. North Hill Avenue Complete Streets, Pasadena, CA Assistant Planner. The North Hill Avenue Complete Streets strove to balance transportation opportunities along a 1.4 mile-long segment of North Hill Avenue. Utilizing a variety of traffi c calming strategies, the project aimed to reduce traffi c speed, improve safety of pedestrians, bicyclists, and motorists, and turned the segment into a “complete street” that services residents and visitors of all ages. Ms. Yu was the task lead of 3D Simulation and Rendering; she used computer programs such as Sketchup and Lumion to create 3D pictures of the corridor. The renderings were useful tools for the community outreach process, enabling community members to visualize the potential changes to the corridor. Garden Grove Safe Routes to School: Phase I Master Plan, Garden Grove, CA Assistant Planner. The Garden Grove Safe Routes to School: Phase I Master Plan aimed to provide students, parents, guardians, school staff, and other community members at six schools in Garden Grove with safer and more comfortable ways of walking and biking to school. As part of the implementation strategy for the Plan, Ms. Yu conducted research to learn of the most up-to-date grants and funding opportunities for the City to seek. She is currently developing a database of grant opportunities for cities in Los Angeles and Orange Counties. Jenny Yu, Page 2 16.e Packet Pg. 580 CITY OF SAN BERNARDINOREQUESTS FOR PROPOSALS FOR AS NEEDED GRANT WRITING SERVICES EDUCATION MURP, Urban and Regional Planning, Transportation Policy and Planning, University of California, Los Angeles BA, Government, Harvard University, Cambridge, Massachusetts PROFESSIONAL ATTRIBUTES • Transportation Planning • Multimodal Transportation Planning & Analysis • Former Public Agency Staffer • Policy Research & Writing • Data Collection • GIS ZACHARY POPP GRANT WRITER | DATA ANALYST Assistant Planner Mr. Popp is a graduate of the UCLA Master of Urban and Regional Planning program with a concentration in Transportation Policy and Planning. He has worked in multimodal transportation planning and policy preparation for several government agencies and of fi cials, including the Mayor’s Offi ce in the City of Chicago and City of Santa Monica Big Blue Bus. While at KOA, Mr. Popp has assisted with report preparation and data analysis using his knowledge of GIS for the Downtown Long Beach Parking Study, Laguna Beach Coast Highway Intersection Improvement Study, and Apple Valley SR-18 Corridor Enhancement Study. RELEVANT EXPERIENCE City of Los Angeles Active Transportation Program (Cycle 4) Grant Applications, Los Angeles, CA Grant Writer. KOA will prepare up to twelve grant applications on behalf of the City of Los Angeles in response to the Active Transportation Program (Cycle 4) Call for Projects. Applications will seek funding for a variety of infrastructure projects as well as non- infrastructure programs. City of Rialto Sustainable Communities Grant Application, Rialto, CA Grant Writer. The Sustainable Communities grant application is intended to contribute funding towards local and regional planning projects that further Regional Transportation Plan Guidelines goals. A total of $17 million was available through the Sustainable Communities grant competitive track. City of Rialto Adaptation Planning Grant Application, Rialto, CA Grant Writer. The Adaptation Planning Grant is a statewide competitive application that had a total of $7 million available for local and regional projects. The City of Rialto retained KOA to apply for the funding opportunity on a tight schedule and budget. APPENDIX | STAFF RESUMES 16.e Packet Pg. 581 CITY OF SAN BERNARDINOREQUESTS FOR PROPOSALS FOR AS NEEDED GRANT WRITING SERVICES City of Rialto Local Partnership Grant Application, Rialto, CA Grant Writer. The Local Partnership Program incorporates an annual fund of $200 million in formulaic and competitive grants for local transportation agencies with dedicated funds for transportation improvements, either through voter approval or imposed taxes/fees/tolls. KOA provided grant writing assistance to the City of Rialto for the Local Partnership Grant Application. Allen Avenue Safety Improvement, Pasadena, CA Assistant Planner. This project seeks to improve pedestrian and bicycle access and safety to the Allen Gold Line Metro Station while balancing the needs of motorists. It will focus on improvements along Allen Avenue between Villa Street and Colorado Blvd. North Hill Avenue Complete Streets, Pasadena, CA Assistant Planner. The North Hill Avenue Complete Streets strove to balance transportation opportunities along a 1.4 mile-long segment of North Hill Avenue. Utilizing a variety of traffi c calming strategies, the project aimed to reduce traffi c speed, improve safety of pedestrians, bicyclists, and motorists, and turned the segment into a “complete street” that services residents and visitors of all ages. Garden Grove Safe Routes to School: Phase I Master Plan, Garden Grove, CA Assistant Planner. The Garden Grove Safe Routes to School: Phase I Master Plan aimed to provide students, parents, guardians, school staff, and other community members at six schools in Garden Grove with safer and more comfortable ways of walking and biking to school. Zachary Popp, Page 2 16.e Packet Pg. 582 CITY OF SAN BERNARDINOREQUESTS FOR PROPOSALS FOR AS NEEDED GRANT WRITING SERVICES EDUCATION BS, Urban & Regional Planning, California State Polytechnic University, Pomona, Magna Cum Laude AS, Architectural Design, Long Beach Community College, Long Beach PROFESSIONAL ATTRIBUTES • Transportation Planning • Environmental Planning • GIS Data Analysis • Comprehensive Graphics/ Infographics Production • Interdisciplinary Collaboration • ArcMap | AutoCAD • Illustrator | Photoshop | SketchUp • Cube | Revit | Microsoft Access | SPSS • Spanish Fluency HAROLD ARZATE EXHIBITS | DATA ANALYST Assistant Planner Mr. Harold Arzate, an assistant planner with KOA, has made it a point to become a well-rounded planner by taking an interest in a variety of areas, including transportation, environmental, and land use planning. Prior to joining KOA, he gained practical planning experience working for multiple agencies while in school. As a technical planner for the Facilities Planning Design and Construction Department at Cal Poly Pomona, he utilized his technical knowledge to assist project managers with the creation of plans, graphics, and data analysis used in the development of campus-wide projects. Mr. Arzate previously worked for the Research and Analysis Department at Southern California Association of Governments, where he assisted with the development of GIS databases used for the next Regional Transportation Plan. RELEVANT EXPERIENCE City of Los Angeles Active Transportation Program (Cycle 4) Grant Applications, Los Angeles, CA Grant Writer. KOA will prepare up to twelve grant applications on behalf of the City of Los Angeles in response to the Active Transportation Program (Cycle 4) Call for Projects. Applications will seek funding for a variety of infrastructure projects as well as non- infrastructure programs. City of Rialto Sustainable Communities Grant Application, Rialto, CA Grant Writer. The Sustainable Communities grant application is intended to contribute funding towards local and regional planning projects that further Regional Transportation Plan Guidelines goals. A total of $17 million was available through the Sustainable Communities grant competitive track. APPENDIX | STAFF RESUMES 16.e Packet Pg. 583 CITY OF SAN BERNARDINOREQUESTS FOR PROPOSALS FOR AS NEEDED GRANT WRITING SERVICES City of Rialto Adaptation Planning Grant Application, Rialto, CA Grant Writer. The Adaptation Planning Grant is a statewide competitive application that had a total of $7 million available for local and regional projects. The City of Rialto retained KOA to apply for the funding opportunity on a tight schedule and budget. City of Rialto Local Partnership Grant Application, Rialto, CA Grant Writer. The Local Partnership Program incorporates an annual fund of $200 million in formulaic and competitive grants for local transportation agencies with dedicated funds for transportation improvements, either through voter approval or imposed taxes/fees/tolls. KOA provided grant writing assistance to the City of Rialto for the Local Partnership Grant Application. Harold Arzate, Page 2 16.e Packet Pg. 584 CITY OF SAN BERNARDINOREQUESTS FOR PROPOSALS FOR AS NEEDED GRANT WRITING SERVICES EDUCATION BS, Natural Resources and Environmental Management, University of Hawai`i at Manoa PROFESSIONAL ATTRIBUTES • Applied GIS • GIS Professionalism • Enterprise GIS Development • Benefi t-Cost Analysis • GIS Programming/ Development • Cartographic Visualization • Field Mapping • Aerial Photo and Image Interpretation • Applied Remote Sensing • GIS for Resource Managers • Introduction to GIS • Environmental Problem Solving • Statistics in Agriculture/ Human Resources SEAN RESEIGH GIS SPECIALIST | DATA ANALYSIS Assistant GIS Specialist Mr. Reseigh joined KOA after completing his Master’s degree in Geographic Information Science from CSULB. He has experience using a variety of GIS software, both desktop and cloud based. Mr. Reseigh has extensive experience conducting crash analysis’ for a wide range of projects. Additionally, he has harnessed the ability to make GIS data available to clients and the public through cloud- based portals and databases. Mr. Reseigh has also developed dynamic and interactive dashboards that are hosted online for permitted users, used to display GIS data. RELEVANT EXPERIENCE Indio Safe Routes to School Plan | GIS Analyst/Support KOA developed a Safe Routes to School (SRTS) Master Plan for all 19 elementary, middle, and high schools located within Indio. The plan was based on fi ve community workshops, walking safety assessments at each school, student travel tallies and parent surveys, and input from a variety of stakeholders. It included a vision and policy statement, a community engagement action plan that included a summary of the public input process, descriptions and characteristics of each school, a description of the existing travel environment and barriers, proposed improvements to increase active transportation, and a phased implementation plan. The master plan integrated health, fi tness, traf fi c relief, environmental awareness, and safety, as suggested by the California Department of Public Health. The plan included a list of priority projects; encouragement, enforcement, education, and engineering strategies; a time schedule for phased implementation strategies; a map of the areas covered by the plan; and an explanation of how the program would be evaluated. Rialto Safe Routes to School | GIS Analyst/Support The City of Rialto, in partnership with the Rialto Unifi ed School District, is implementing a Safe Routes to School Program. This program is an opportunity to evaluate school access and related safety considerations. APPENDIX | STAFF RESUMES 16.e Packet Pg. 585 CITY OF SAN BERNARDINOREQUESTS FOR PROPOSALS FOR AS NEEDED GRANT WRITING SERVICES EDUCATION BS, Civil Engineering, California State Polytechnic University, Pomona, CA REGISTRATIONS Professional Engineer (Civil), CA #76775 PROFESSIONAL AFFILIATIONS American Public Works Association, Member STEPHEN BISE, PE COST ESTIMATION | PROJECT SCHEDULING Senior Engineer Mr. Bise has managed a number of civil and traf fi c engineering projects. His recent projects involve roadway improvements, drainage modifi cations, low impact development (LID) implementation, traffi c signal design, signing and striping, and planning for future development. Mr. Bise has managed the preparation of encroachment permit application packages and fi nal PS&E packages for several Southern California cities (such as Arcadia, Culver City, Carson, Glendale, Calabasas, Thousand Oaks, Simi Valley and Moreno Valley). He also has experience in providing survey, hydraulic and hydrology studies; roadway and drainage engineering design; traffi c engineering design; and fi nal plans, specifi cations and estimates for various street improvement projects. Mr. Bise is a Vice President of KOA. RELEVANT EXPERIENCE Los Feliz Drive Sidewalk Improvement Project, Thousand Oaks, CA Assistant Project Manager/Project Engineer. The City of Thousand Oaks received a Safe Routes to School (SR2S) grant for construction of curbs, gutters, sidewalks, catch basins, driveways and appurtenances on both sides of Los Feliz Drive between Skyline Drive to the east and Conejo School Road. The City, with community input, set general design parameters that would improve the street and minimize impacts to adjacent properties. KOA worked closely with the City to lay out the curb geometry to optimize drainage and parking within the project limits. Due to the topography of the area, KOA produced unique design alternatives that would be both functional and meet all necessary ADA requirements. KOA also performed a hydraulic analysis to lower the standard curb height to minimize impact to residents’ driveways. KOA worked with the City to produce fi nal design plans, specifi cations and estimate. The fi nal design plans included preparation of civil improvement plans and signing and striping plans. Mr. Bise performed utility coordination, a hydraulic analysis to lower curb height, design of non-standard driveways to be functional and meet ADA requirements; civil design and construction support. Mr. Bise also prepared PS&E for this project. APPENDIX | STAFF RESUMES 16.e Packet Pg. 586 CITY OF SAN BERNARDINOREQUESTS FOR PROPOSALS FOR AS NEEDED GRANT WRITING SERVICES EDUCATION BS, Civil Engineering, University of California, Irvine, CA REGISTRATIONS Engineer-In-Training ALAN YASUDA, EIT COST ESTIMATION | PROJECT SCHEDULING | CONCEPT GRAPHICS Assistant Engineer Mr. Yasuda is an Assistant Engineer of KOA. He has four years of experience in transportation engineering and planning. Mr. Yasuda has assisted in design projects including transportation and civil engineering projects. RELEVANT EXPERIENCE City of Wildomar Bike and Multipurpose Trail Improvements Project, Wildomar, CA Assistant Engineer. Mr. Yasuda is the Assistant Engineer for this project which involves designing Class II bike lanes and a multipurpose trail. Mr. Yasuda has assisted in the conceptual design of the project and has written the ATP Cycle 2 Grant Application for the multipurpose trail improvement project. The project corridor extends approximately 3.7 miles along Grand Avenue from Richard St to Clinton Keith Rd and 1.3 miles along Clinton Keith Rd from Grand Avenue to George Avenue. The project is in the City of Wildomar. The KOA team is evaluating a number of alternatives as part of this process, including a roundabout, cycle track, left turn jug handle, and a Class I bike lane. The KOA team is fi nalizing the Conceptual Engineering (CE), in preparation for eventual preliminary engineering. Port of Long Beach Pier J Bike/Ped Path, Long Beach, CA KOA is helping the Port design their fi rst bike path. A combination of Classes I, II, III, innovative bike facilities, landscapes, way fi nding signs, public art/display boards, and two viewing platforms will be provided for pedestrians and bicyclists along the south shore ocean front area. KOA managed subconsultants who are performing the structural work and associated architectural, mechanical, electrical, and plumbing for the restroom facility, the cantilevered pier outlook structures, and the retaining walls performing landscaping and wayfi nding services for the project. Delta Avenue Management, Long Beach, CA The ATP-funded project consists of a three-mile bicycle boulevard design including traffi c circles, bulb-outs, traffi c signal modifi cations, wayfi nding, and signing and striping. In addition to managing the design. APPENDIX | STAFF RESUMES 16.e Packet Pg. 587 CITY OF SAN BERNARDINOREQUESTS FOR PROPOSALS FOR AS NEEDED GRANT WRITING SERVICES APPENDIX | SAMPLE WRITINGS 16.e Packet Pg. 588 CITY OF SAN BERNARDINOREQUESTS FOR PROPOSALS FOR AS NEEDED GRANT WRITING SERVICES APPENDIX | SAMPLE WRITINGS 16.e Packet Pg. 589 CITY OF SAN BERNARDINOREQUESTS FOR PROPOSALS FOR AS NEEDED GRANT WRITING SERVICES APPENDIX | SAMPLE WRITINGS 16.e Packet Pg. 590 CITY OF SAN BERNARDINOREQUESTS FOR PROPOSALS FOR AS NEEDED GRANT WRITING SERVICES APPENDIX | SAMPLE WRITINGS 16.e Packet Pg. 591 CITY OF SAN BERNARDINOREQUESTS FOR PROPOSALS FOR AS NEEDED GRANT WRITING SERVICES APPENDIX | SAMPLE WRITINGS 16.e Packet Pg. 592 CITY OF SAN BERNARDINOREQUESTS FOR PROPOSALS FOR AS NEEDED GRANT WRITING SERVICES APPENDIX | SAMPLE WRITINGS 16.e Packet Pg. 593 CITY OF SAN BERNARDINOREQUESTS FOR PROPOSALS FOR AS NEEDED GRANT WRITING SERVICES APPENDIX | SAMPLE WRITINGS 16.e Packet Pg. 594 CITY OF SAN BERNARDINOREQUESTS FOR PROPOSALS FOR AS NEEDED GRANT WRITING SERVICES APPENDIX | SAMPLE WRITINGS 16.e Packet Pg. 595 CITY OF SAN BERNARDINOREQUESTS FOR PROPOSALS FOR AS NEEDED GRANT WRITING SERVICES APPENDIX | SAMPLE WRITINGS 16.e Packet Pg. 596 www.koacorp.com LOS ANGELES | CORPORATE OFFICE 1100 Corporate Center Drive, Suite 201 Monterey Park, CA 91754 P (323) 260-4703 F (323) 260-4705 ORANGE OFFICE 2141 W. Orangewood Avenue Orange, CA 92868 P (714) 573-0317 F (714) 573-9534 SAN BERNARDINO OFFICE 3190 Shelby Street, Bldg C Ontario, CA 91764 P (909) 890-9693 F (909) 890-9694 SAN DIEGO OFFICE 5095 Murphy Canyon Road, Suite 330 San Diego, CA 92123 P (619) 683-2933 F (619) 683-7982 MB83174 16.e Packet Pg. 597 17.a Packet Pg. 598 cases pending. It is appropriate, and business-like, for the City to pay vendors for the services rendered. Fiscal Impact Funding for special counsel was included in the City Attorney’s FY 2018/19 budget within account number 001-050-0005-5503. The City Attorney’s Office recently reduced its FY 2018/19 budget during the mid-year cycle and is expected to provide additional reductions in FY 2019/20. The costs involved with this item will be managed as part of the budget. Conclusion It is recommended that the City Council adopt Resolution No. 2019-79 of the Mayor and City Council of the City of San Bernardino, Califonia, authorizing the Acting City Manager to execute a Professional Services Agreement with Talley & Talley APC. Attachments Attachment 1 Resolution No. 2019-79 Attachment 2 Professional Services Agreement Ward: All Synopsis of Previous Council Actions: N/A 17.a Packet Pg. 599 Resolution No. 2019-79 RESOLUTION NO. 2019-79 RESOLUTION OF THE MAYOR AND CITY COUNCIL OF THE CITY OF SAN BERNARDINO, CALIFORNIA, AUTHORIZING THE ACTING CITY MANAGER TO EXECUTE A PROFESSIONAL SERVICES AGREEMENT WITH TALLEY & TALLEY, APC, RELATED TO ADMINISTRATIVE AND LEGAL MATTERS CONCERNING GENERAL LIABILITY, PERSONNEL, AND POLICE MATTERS WHEREAS, the City Attorney’s Office handles and manages a variety of transactional and litigation matters and provides advisory services to the various departments; and WHEREAS, from time-to-time, special expertise is required to handle a specialized matter or conflict counsel is needed; and WHEREAS, Talley & Talley, APC, possesses special expertise in providing specialized advisory services to police departments and the City Attorney desires to have the ability to call upon them for this expertise as necessary; and WHEREAS, in litigation matters, various conflicts may arise and the City Attorney would like to have Talley & Talley available to act as conflict counsel when necessary. BE IT RESOLVED BY THE MAYOR AND CITY COUNCIL OF THE CITY OF SAN BERNARDINO AS FOLLOWS: SECTION 1. The above recitals are true and correct and are incorporated herein by this reference. SECTION 2. The Acting City Manager is hereby authorized to execute the Professional Services Agreement with Talley & Talley, APC, attached to the accompanying staff report and incorporated herein by this reference. SECTION 3. The City Council finds this Resolution is not subject to the California Environmental Quality Act (CEQA) in that the activity is covered by the general rule that CEQA applies only to projects which have the potential for causing a significant effect on the environment. Where it can be seen with certainty, as in this case, that there is no possibility that the activity in question may have a significant effect on the environment, the activity is not subject to CEQA. SECTION 4. Severability. If any provision of this Resolution or the application thereof to any person or circumstance is held invalid, such invalidity shall not affect other provisions or applications, and to this end the provisions of this Resolution are declared to be severable. SECTION 5. Effective Date. This Resolution shall become effective immediately. 17.b Packet Pg. 600 Resolution No. 2019-79 APPROVED and ADOPTED by the City Council and signed by the Mayor and attested by the City Clerk this 15th day of May, 2019. John Valdivia, Mayor City of San Bernardino Attest: __________________________________ Georgeann Hanna, MMC, City Clerk Approved as to form: __________________________________ Gary D. Saenz, City Attorney 17.b Packet Pg. 601 Resolution No. 2019-79 CERTIFICATION STATE OF CALIFORNIA ) COUNTY OF SAN BERNARDINO) ss CITY OF SAN BERNARDINO ) I, Georgeann Hanna, MMC, City Clerk, hereby certify that the attached is a true copy of Resolution No. 2019-__, adopted at a regular meeting held at the 15th day of May, 2019 by the following vote: Council Members: AYES NAYS ABSTAIN ABSENT SANCHEZ _____ _____ _______ _______ IBARRA _____ _____ _______ _______ VACANT _____ _____ _______ _______ SHORETT _____ _____ _______ _______ NICKEL _____ _____ _______ _______ RICHARD _____ _____ _______ _______ MULVIHILL _____ _____ _______ _______ WITNESS my hand and official seal of the City of San Bernardino this ___ day of ____________ 2019. ______________________________ Georgeann Hanna, MMC, City Clerk 17.b Packet Pg. 602 PROFESSIONAL SERVICES AGREEMENT WITH TALLEY & TALLEY LAW, APC This AGREEMENT is made and entered into on this 15th day of May, 2019, by and between Talley & Talley Law, APC (“Attorneys”), and the City of San Bernardino, a charter city and municipal corporation duly organized and existing under the constitution and laws of the State of California (“City”). RECITALS A. The City of San Bernardino desires to employ Attorneys to provide special legal services to the City, including but not limited to, providing investigative services, police advisor services, and litigation services as requested by the City Attorney or her/his designee. B. Attorneys represent that they are licensed to practice law in the State of California, have special experience and knowledge related to investigative, administrative and litigation matters concerning general liability, personnel and police matters, and desire to undertake said services. NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the terms and conditions hereinafter set forth, the parties agree as follows: 1. RETENTION OF ATTORNEYS On an as-needed basis, and at the sole discretion of the City, City hereby agrees to and does retain Attorneys, for the compensation hereinafter specified, to assist the City Attorney and executive staff, regarding litigation filed against the City, for general advice and legal review on a case-by-case basis when urgent matters arise, to ensure legal issues are addressed in a thorough and timely manner, and to defend the City, its employees, and its officials. Attorneys accept said retention and agree to perform, in a timely and efficient manner, all such services as may be requested by the City Attorney. Attorneys shall confirm their acceptance of work requested by City in writing by e-mail or letter. 2. COMPENSATION FOR SERVICES RENDERED City shall compensate Attorneys for the performance of special services under this Agreement at the hourly rates designated in Exhibit “A”, incorporated herein by reference, for a total not-to-exceed amount of Two Hundred and Fifty Thousand Dollars ($250,000.00). Attorneys shall be entitled to reimbursement for all reasonable and necessary expenses incurred in the performance of legal services in accordance with Exhibit “A”. 3. METHOD OF PAYMENT Attorneys shall submit a monthly statement specifying the services performed, the date such services were performed, the number of hours, and an itemization of expenses related thereto with supporting documentation (i.e. receipts, invoices, copy of check, etc.). City acknowledges that the fees incurred for work performed by Attorneys on its behalf are due and owing within 30 days of the work being performed. At Attorneys’ discretion, they may choose to defer payment. Notwithstanding this, City agrees that it shall tender payment within 30 days of written demand by Attorneys for payment. Unless expressly stated thereon, monthly statements generated by Attorneys shall not constitute written demand, but shall simply be a written reflection of work performed and fees incurred. 1 17.c Packet Pg. 603 4. CONTROL OF LEGAL MATTERS Attorneys agree that each and every matter or proceeding in which they undertake to assist the City Attorney, as aforesaid, shall be and remain under, and subject to the control and direction of said City Attorney at all stages, and that they shall at all times keep the City Attorney informed of all matters pertaining thereto. City will keep Attorneys informed of all significant developments in matters relating to any representation undertaken by Attorneys. Attorneys further agree, if and when their retention hereunder is terminated by City, as hereinafter specified, they shall return to City Attorney any and all files then in their possession concerning each and every matter or proceeding in which they represented the City pursuant to this Agreement. 5. REPORTING REQUIREMENTS Attorneys agree to keep the City Attorney, and any other person(s) designated by the City Attorney, informed of significant events in any actions, including but not limited to trial date, filing of motions for summary judgment, hearing date for motion for summary judgment, settlement conference date, and mediation date. Attorneys also agree to provide the following reports: a. 45 day initial evaluation of case and budget; and b. Pre-trial report 90 days before trial. 6. TERM The term of this Agreement shall be deemed to have commenced on May 1, 2019 and shall terminate on June 30, 2022, unless terminated earlier pursuant to Section 15 below. 7. INDEPENDENT CONTRACTORS It is mutually agreed by and between the parties that, in the performance of their covenants hereunder, Attorneys are and shall be independent contractors, and not officers or employees of City. 8. INSURANCE Attorneys shall provide to the City Attorney proof of Professional Liability (errors and omissions) insurance, with a combined single limit of not less than $500,000 per claim, and maintain such insurance throughout the term of this Agreement. If Attorneys fail or refuse to produce and maintain the insurance required by this section, or fail or refuse to furnish the City with required proof that insurance has been procured and is in force and paid for, the City shall have the right, at the City’s election, to forthwith terminate this Agreement. Such termination shall not affect Attorneys’ right to be paid for its time and materials expended prior to notification of termination. 9. INDEMNIFICATION Attorneys agree to and shall indemnify and hold harmless the City, its officers, agents, employees, and representatives from liability for personal injury, damages, restitution, judicial or equitable relief to the extent caused by Attorneys’ negligent or wrongful performance or conduct related to this Agreement. 10. CONFIDENTIALITY All information and documents shared with Attorneys as well as all work performed by Attorneys in connection with this Agreement should be treated as strictly confidential. Moreover, all communications between Attorneys and City shall be treated as protected by the attorney-client privilege and the attorney work product doctrine. Accordingly, information received by Attorneys from City should be kept in a secure place, and no information about this work may be disclosed to any third party without City’s prior written 2 17.c Packet Pg. 604 approval. Attorneys shall provide materials directly to the City Attorney, Sonia Carvalho, or selected members of her office, as directed by the City Attorney. All such information and any written product in connection with Attorneys‘ retention under this Agreement, shall be marked as “PRIVILEGED AND CONFIDENTIAL / ATTORNEY-WORK PRODUCT” and shall be the property of the City Attorney’s Office, and shall be returned/provided to the Office of the City Attorney with all copies upon the request of the City Attorney. Confidential information disclosed to either party by any subsidiary and/or agent of the other party is covered by this Agreement. The foregoing obligations of non-use and nondisclosure shall not apply to any information that (a) has been disclosed in publicly available sources; (b) is, through no fault of the Attorneys, disclosed in a publicly available source; (c) is in rightful possession of the Attorneys without an obligation of confidentiality; (d) is required to be disclosed by operation of law; or (e) is independently developed by the Attorneys without reference to information disclosed by the City. 11. CONFLICT OF INTEREST CLAUSE Attorneys covenant that it presently has no interests and shall not have interests, direct or indirect, that would conflict in any manner with performance of services specified under this Agreement. 12. NOTICE Any notice, tender, demand, delivery, or other communication pursuant to this Agreement shall be in writing and shall be deemed to be properly given if delivered in person or mailed by first class or certified mail, postage prepaid, or sent by telefacsimile or other telegraphic communication in the manner provided in this Section, to the following persons: To City: City of San Bernardino Vanir Tower, 290 North D Street San Bernardino, CA 92401 Attn: City Manager Courtesy Copy: City of San Bernardino Vanir Tower, 290 North D Street San Bernardino, CA 92401 Attn: City Attorney To Attorneys: Cristina Talley, Esq Talley & Talley Law, APC 23461 South Pointe Drive, Suite 215 Laguna Hills, CA 92653 A party may change its address by giving notice in writing to the other party. Thereafter, any notice, tender, demand, delivery, or other communication shall be addressed and transmitted to the new address. If sent by mail, communication shall be effective or deemed to have been given three (3) days after it has been deposited in the United States mail, duly registered or certified, with postage prepaid, and addressed as set forth above. If sent by telefacsimile, communication shall be effective or deemed to have been given twenty-four (24) hours after the time set forth on the transmission report issued by the transmitting facsimile machine, addressed as set forth above. For purposes of calculating these time frames, weekends, federal, state, County or City holidays shall be excluded. 3 17.c Packet Pg. 605 13. EXCLUSIVITY AND AMENDMENT This Agreement represents the complete and exclusive statement between the City and Attorneys, and supersedes any and all other agreements, oral or written, between the parties. In the event of a conflict between the terms of this Agreement and any attachments hereto, the terms of this Agreement shall prevail. This Agreement may not be modified except by written instrument signed by the City and by an authorized representative of Attorneys. The parties agree that any terms or conditions of any purchase order or other instrument that are inconsistent with, or in addition to, the terms and conditions hereof, shall not bind or obligate Attorneys or the City. Each party to this Agreement acknowledges that no representations, inducements, promises or agreements, orally or otherwise, have been made by any party, or anyone acting on behalf of any parties, which are not embodied herein. 14. ASSIGNMENT Inasmuch as this Agreement is intended to secure the specialized services of Attorneys, Attorneys may not assign, transfer, delegate, or subcontract any interest herein without the prior written consent of the City and any such assignment, transfer, delegation or subcontract without the City’s prior written consent shall be considered null and void. Nothing in this Agreement shall be construed to limit the City’s ability to have any of the services which are the subject of this Agreement performed by City personnel or by other Attorneys retained by City. 15. TERMINATION This Agreement may be terminated by City at any time. In such event, Attorneys shall be entitled to receive and the City shall pay Attorneys compensation for all services performed by Attorneys prior to receipt of such notice of termination. As a condition of such payment, Attorneys shall deliver to the City all files and records generated under this Agreement as of such date. Attorneys may terminate this agreement, subject to their obligation to provide written reasonable notice of at least thirty (30) days to arrange alternative representation. In such case, City agrees to secure new counsel as quickly as possible and to cooperate fully in the substitution of the new counsel as counsel of record in any actions. 16. DISCRIMINATION Attorneys shall not discriminate because of race, color, creed, religion, sex, marital status, sexual orientation, age, national origin, ancestry, or disability, as defined and prohibited by applicable law, in the recruitment, selection, training, utilization, promotion, termination or other employment related activities. Attorneys affirm that it is an equal opportunity employer and shall comply with all applicable federal, state and local laws and regulations. 17. JURISDICTION – VENUE This Agreement has been executed and delivered in the State of California and the validity, interpretation, performance, and enforcement of any of the clauses of this Agreement shall be determined and governed by the laws of the State of California. Both parties further agree that San Bernardino County, California, shall be the venue for any action or proceeding that may be brought or arise out of, in connection with or by reason of this Agreement. 18. MISCELLANEOUS PROVISIONS Each undersigned represents and warrants that its signature herein below has the power, authority and right to bind their respective parties to each of 4 17.c Packet Pg. 606 the terms of this Agreement, and shall indemnify City fully, including reasonable costs and attorney’s fees, for any injuries or damages to City in the event that such authority or power is not, in fact, held by the signatory or is withdrawn. 19. COUNTERPARTS; SIGNATURES This Agreement may be executed in counterparts, secured via facsimile transmission or otherwise, each of which shall be deemed to be an original. Photocopies of any executed counterpart shall have the same force and effect as an original. City further acknowledges that it has read and received a copy the full text Section 6148 of the California Business and Professions Code prior to signing this Agreement. 20. NO GUARANTEES City understands and acknowledges that there are certain risks and uncertainties in the pursuit of any matter for which Attorneys have been retained, that law is not an exact science, that Attorneys have made no representations or guarantees of success regarding the conclusion of any particular matter, and that all expressions relative thereto are matters of Attorneys’ opinion only. In other words, Attorneys make no representations or guarantees of success regarding any matter. SIGNATURES ON FOLLOWING PAGE 5 17.c Packet Pg. 607 SIGNATURE PAGE TO PROFESSIONAL SERVICES AGREEMENT WITH TALLEY & TALLEY LAW, APC IN WITNESS WHEREOF, the parties hereto have executed this Agreement the day and year first above written. CITY OF SAN BERNARDINO ____________________________ Teri Ledoux Acting City Manager ATTEST: _________________________ Georgeann Hanna, MMC City Clerk APPROVED AS TO FORM: _______________________________ Gary D. Saenz City Attorney TALLEY & TALLEY LAW, APC ______________________________ Cristina Talley, Esq. Partner 6 17.c Packet Pg. 608 EXHIBIT “A” COMPENSATION City shall pay Attorneys for the services in accordance with the following schedule: Cristina L. Talley $300 per hour Brooks S. Talley $300 per hour Associate Attorneys $250 per hour Paralegal $145 per hour Costs. Reimbursement of costs advanced by Attorneys on behalf of the City, as well as other expenses, will be billed in addition to the amount billed for fees and current actual cost, including but are not limited to, automobile mileage at the authorized IRS rate, actual expenses away from our office on City business, customary photocopy charges, and any costs of producing or reproducing photographs, documents and other items necessary for legal representation. 7 17.c Packet Pg. 609 18.a Packet Pg. 610 Colton 53,057 General Law Elected No Corona 159,132 General Law Appointed No Covina 48,619 General Law Elected No Fontana 202,177 General Law Elected No Highland 54,033 General Law Appointed No Huntington Beach 195,999 Charter Elected No Irvine 242,651 Charter Appointed No Moreno Valley 199,258 General Law Appointed No Ontario 167,382 General Law Elected No Pomona 151,713 General Law Appointed No Rancho Cucamonga 172,299 General Law Elected No Redlands 69,882 General Law Elected No Rialto 101,429 General Law Elected No Riverside 314,034 Charter Appointed Yes Upland 75,147 General Law Appointed No Victorville 120,590 Charter Appointed Yes Fiscal Impact There is no fiscal impact. Conclusion Of the twenty cities surveyed, two (or 10%) have a practice of having the City Clerk in attendance during Closed Session. It does not appear that City Clerk attendance is a standard practice. Staff recommends the City Council continue with the current practice of not having the City Clerk in attendance. Attachments None. 5/10/2019 8:48 AM 18.a Packet Pg. 611 19.a Packet Pg. 612 specified in their application materials. In accordance with Government Code Section 50286, if the City cancels an agreement due to breach by the property owner, or for the owner’s failure to restore or rehabilitate the property in accordance with the agreement, the property owner shall be required to pay a penalty to the County Auditor. If this property is accepted into the program, the City will have 23 residential Mills Act contracts with San Bernardino residents. 2018-19 Goals and Objectives This Mills Act contract aligns with Goal No. 4: Ensure development of a well-planned, balanced, and sustainable city. Well-preserved historical architecture ensures that the City is clean and attractive. Fiscal Impact No fiscal impact to the City due to the transfer of property tax revenue to the County as part of the consolidation with the County Consolidated Fire District. Conclusion It is recommended that the Mayor and City Council approve a minute order authorizing the execution of a Mills Act Preservation Agreement with Salvador & Elizabeth Lopez for the property located at 696 W. 8th Street, San Bernardino, California. Attachments Attachment 1 Original Agreement dated April 18, 2018 Attachment 2 Photos of 696 W. 8th Street Ward: 1 Synopsis of Previous Council Actions: November 7, 2005 - Mayor and Common Council adopted Resolution 2005-363 establishing the application process, review procedures, and required contract provisions for the implementation of the Mills Act Program. 5/10/2019 9:25 AM 19.a Packet Pg. 613 1 HISTORIC PROPERTY PRESERVATION AGREEMENT (“MILLS ACT CONTRACT”) THIS AGREEMENT is made on this ____________________, by and between the City of San Bernardino, a municipal corporation (“City”), and Lopez, Salvador & Elizabeth Rev. TR (“Owner”). RECITALS 1. California Government Code Section 50280, et. seq. allows cities the discretion to enter into contracts with the owners of qualified historic properties, as that term is defined in Government Code Section 50280.1, for the purpose of providing for the use, maintenance, protection, and restoration of such historic property so as to retain its characteristics as property of historic significance. 2. Owner holds fee title in and to that certain real property, together with associated structures and improvements thereon, generally located at the street address 696 W. 8th Street San Bernardino, California 92410 (“Historic Property”). A grant deed description of the Historic Property is attached hereto as Attachment “A” and incorporated herein by this reference. 3. By authorizing this Agreement, the Mayor and City Council hereby designates the Historic Property as a Qualified Historic Property as defined by Resolution No. 2005 -363, Section 5. 4. City and Owner desire to enter into this Agreement for the purpose of protecting and preserving the characteristics of historical significance of the Historic Property that help provide the community with its own unique civic identity and character. 5. Owner, in consideration for abiding by the terms of this Agreement, shall be entitled to qualify for a reassessment of valuation of the Historic Property, pursuant to the provisions of 19.b Packet Pg. 614 2 Chapter 3, Part, 2, of Division 1 of the California Revenue and Taxation Code, and any corresponding adjustment in property taxes resulting therefrom. TERM NOW, THEREFORE, the City and Owner in consideration of the mutual covenants and conditions set forth herein, do hereby agree as follows: 1. Effective Date and Term of Agreement. This Agreement shall be effective and commence on Monday, November 7, 2018 (“Effective Date”) and shall remain in effect for a minimum initial term of ten (10) years thereafter unless canceled by the City pursuant to Section 8 or 9 of this Agreement. 2. Renewal. Upon each anniversary date of this contract (“Renewal Date”) an additional one (1) year shall automatically be added to the term of the Agreement unless a notice of nonrenewal is delivered as provided in Section 3 of this Agreement. 3. Nonrenewal. If either the Owner or City desires in any year not to renew this Agreement, Owner or City shall serve a written notice of nonrenewal upon the other party in advance of the Renewal Date (“Notice of Nonrenewal”). The Notice of Nonrenewal shall be effective only if served by Owner upon City at least ninety (90) days prior to the Renewal Date, or if served by City upon Owner, the Notice of Nonrenewal shall be effective only if served upon Owner at least sixty (60) days prior to the Renewal Date. If either City or Owner serves a Notice of Nonrenewal in any year, this Agreement shall remain in effect for the balance of the term then remaining. 4. Owner Protest of City Non-renewal. Within fifteen (15) calendar days of service of the Notice of Non-renewal by City, Owner may file with the City Clerk a written protest of the non-renewal. Upon receipt of the written protest, the City Clerk shall set a date and tine for 19.b Packet Pg. 615 3 hearing of the matter by the Mayor and City Council. The hearing date shall be within 30 calendar days of the receipt of the written protest by the City Clerk. Owner may furnish the Mayor and City Council with any information which Owner deems relevant and shall furnish the Mayor and City Council with any information it may require. The Mayor and City Council may, at any time prior to the annual Renewal Date, withdraw its Notice of Non-renewal. 5. Standards for Historical Property. During the term of this Agreement, the Historic Property shall be subject to the following conditions, requirements, and restrictions: A. Owner shall preserve and maintain the characteristics of the cultural and historical significance of the Historic Property. Compliance or non-compliance with this section shall be determined by the Director of Community Development or his/her designee. In addition, Owner shall obtain any applicable permits necessary to protect, preserve, restore, and rehabilitate the Historic Property so as to maintain its historical and cultural significance. B. Owner, when necessary as determined by the City, shall restore and rehabilitate the Historic Property to conform to the rules and regulations of the Office of Historic Preservation of the California Department of Parks and Recreation, the United States Secretary of the Interior Standards for Rehabilitation, and the State Historical Building Code. The condition of the exterior of the Historic Property on the effective date of this Agreement is documented in photographs on file and available in the City Manager’s Office. The Owner shall continually maintain the exterior of the Historic Property in the same or better condition as documented in said photographs. C. Owner shall carry out specific restoration, repair, maintenance, and/or rehabilitation projects on the Historic Property, as outlined in the attached Attachment “B”, which is incorporated herein by this reference. All such projects shall be undertaken and completed in keeping with 19.b Packet Pg. 616 4 the historic nature of the property. Projects may be interior or exterior, but must utilize all property tax savings. Adjustments to the project plan will not result in a breach of contract as long as the projects maintain the historical integrity of the property. D. Owner shall not be permitted to block the view corridor with any new structure, such as walls, fences or shrubbery, so as to prevent the viewing of the Historic Property from the public right of way. 6. Inspection of Historic Property. Prior to this Agreement taking effect, Owner shall permit City to inspect the interior and exterior of the Historic Property. Furthermore, Owner shall allow, and City shall perform, inspections of the exterior and interior of the Historic Property every five (5) years to ensure compliance with the terms of this Agreement. City shall afford Owner reasonable notice prior to said inspections. Upon City’s determination, said inspections of the Historic Property may be completed by representatives of the County Assessor, the State Department of Parks and Recreation, and/or the State Board of Equalization in lieu of the City as may be necessary to determine Owner’s compliance with the terms and provisions of this Agreement. 7. Provision of Information of Compliance; Yearly Administrative Fee. Owner hereby agrees to furnish City with any and all information requested by City, which City deems necessary or advisable to determine eligibility of the Historic Property and compliance with the terms and provisions of this Agreement. Requested information may include, but not be limited to, required annual reports, as well as receipts documenting property maintenance and/or improvement expenditures that equal or exceed annual estimated property tax savings. Owner shall also pay City a yearly administrative fee of seventy-five dollars ($75.00). 8. Breach of Agreement: Remedies. 19.b Packet Pg. 617 5 A. Notice of Breach; Opportunity to Cure. If Owner breaches any provision of this Agreement, City may give written notice to Owner by registered or certified mail detailing Owner’s violations. If such violation is not corrected to the reasonable satisfaction of City within thirty (30) days after the date of notice of violation, or within such a reasonable time as may be required to cure the violation (provided the acts to cure the violation are commenced within thirty (30) days and thereafter diligently pursued to completion as determined by the City in the exercise of its sole discretion), the City may, without further notice, declare Owner to be in breach of this Agreement. Upon City’s declaration of Owner’s breach, City may pursue any remedy available under local, state, or federal law, including those specifically provided for in this section. B. Remedy – Cancellation. City may cancel this Agreement if City determines, following a duly noticed public hearing in accordance with Government Code Section 50285, that it is subject to cancellation pursuant to Government Code Section 50284. If this Agreement is cancelled under this paragraph, Owner shall pay a cancellation fee to the Office of the Auditor for the County of San Bernardino as required by Government Code Section 50286. C. Alternative Remedies. As an alternative to cancellation of this Agreement for Owner’s breach of any condition, City may bring an action in court necessary to enforce this Agreement including, but not limited to, an action to enforce this Agreement by specific performance, injunction, or receivership. 9. Destruction of Property; Eminent Domain; Cancellation. A. If the Historic Property is destroyed by earthquake, fire, flood, or other natural disaster such that in the opinion of the City Building Official more than sixty percent (60%) of the original 19.b Packet Pg. 618 6 fabric of the structure must be replaced, this Agreement shall be cancelled because the historic value of the structure will have been destroyed. B. If the Historic Property is acquired in whole or in part by eminent domain or other acquisition by any entity authorized to exercise the power of eminent domain, and the acquisition is determined by the Mayor and Common Council to frustrate the purpose of this Agreement, this Agreement shall be cancelled. No cancellation fee pursuant to Government Code Section 50286 shall be imposed if the Agreement is cancelled pursuant to this Section. 10. Waiver. City does not waive any claim of default by Owner if City does not enforce or cancel this Agreement. All other remedies at law or in equity which are not otherwise provided for in this Agreement or in City’s regulations governing historic properties are available to the City to pursue in the event that there is a breach of this Agreement. No waiver by City of any breach or default under this Agreement shall be deemed to be a waiver of any other subsequent breach thereof or default hereunder. 11. Binding, Effect of Agreement. Owner hereby subjects the Historic Property to the covenants, conditions, and restrictions set forth in this Agreement. City and Owner hereby declare their specific intent that the covenants, conditions, and restrictions set forth herein shall be deemed covenants running with the land and shall inure to and be binding upon Owner’s successors and assigns in title or interest to the Historic Property. Each and every contract, deed or other instrument hereinafter executed, covering or conveying the Historic Property, or any portion thereof, shall conclusively be held to have been executed, deliver ed and accepted subject to the covenants, reservations and restrictions set forth herein. 12. Covenants Run with the Land. Each act hereby required relates to the use, repair, maintenance or improvement of the Historic Property for the benefit of the land owned by the 19.b Packet Pg. 619 7 public and all property owners of the City. City and Owner hereby declare their understanding and intent that the burden of the covenants, reservations and restrictions set forth herein touch and concern the land in that they restrict development of the Historic Property. City and Owner hereby further declare their understanding and intent that the benefit of such covenants, reservations and restrictions touch and concern the land by enhancing and maintaining the cultural and historical characteristics and significance of the Historic Property for the benefit of the public and the Owner. 13. Notice. Any notice required to be given by the terms of this Agreement shall be provided at the address of the respective parties as specified below or at any other address as may be later specified by the parties hereto: City: City of San Bernardino City Manager’s Office 290 North D Street San Bernardino, CA 92418-0001 Owner: Lopez, Salvador & Elizabeth Rev. TR 696 W. 8th Street San Bernardino, California 92410 14. Effect of Agreement. None of the terms, provisions or conditions of this Agreement shall be deemed to create a partnership between the parties hereto and any of their heirs, successors or assigns; nor shall such terms, provisions or conditions cause the parties to be considered joint venturers or members of any joint enterprise. 15. Indemnity of City. Owner shall defend, indemnify, and hold harmless City and its elected officials, officers, agents and emplo yees from any actual or alleged claims, demands causes of action, liability, loss, damage, or injury to property or persons, including wrongful death, whether imposed by a court of law or by administrative action of any federal, state or local 19.b Packet Pg. 620 8 governmental agency, arising out of or incident to (i) the direct or indirect use, operation, or maintenance of the Historic Property by Owner or any contractor, subcontractor, employee, agent, lessee, licensee, invitee, or any other person; (ii) Owner’s activities in connection with the Historic Property, or from the enforcement of this Agreement. This indemnification includes, without limitation, the payment of all penalties, fines, judgments, awards, decrees, attorneys’ fees and related costs or expenses, and the reimbursement of City, its elected officials, employees, and/or agents for all attorney’s fees, legal expenses and costs incurred by each of them. The costs, salaries and expenses of the City Attorney and members of his/her office in enforcing this Agreement on behalf of the City shall be considered as “attorneys’ fees” for the purposes of this paragraph. Owner’s obligation to indemnify shall survive the termination, cancellation, or expiration of this Agreement and shall not be restricted to insurance proceeds, if any received by City, its elected officials, employees, or agents. 16. Binding Upon Successors. All of the agreements, rights, obligations, covenants, reservations, and restrictions contained in this Agreement shall be binding upon and shall inure to the benefit of the parties herein, their heirs, successors, legal representatives, assigns and all persons acquiring any part or portion of the Historic Property, whether by operation of law or in any manner whatsoever. 17. Legal Costs. In the event legal proceedings are brought by any party or parties to enforce or restrain a violation of any of the covenants, conditions or restrictions contained herein, or to determine the rights and duties of any party hereunder, the prevailing party in such proceeding may recover all reasonable attorneys’ fees to be fixed by the court, in addition to court costs and other relief ordered by the court. The costs, salaries and expenses of the City 19.b Packet Pg. 621 9 Attorney and members of his/her office in enforcing this Agreement on behalf of the City shall be considered as “attorneys’ fees” for the purposes of this paragraph. 18. Severability. In the event that any of the provisions of this Agreement are held to be unenforceable or invalid by any court of competent jurisdiction, or by subsequent preemptive legislation, the validity and enforceability of the remaining provisions, or portions thereof, shall not be effected thereby. 19. Recordation. No later than twenty (20) days after the Effective Date, City shall cause this Agreement to be recorded in the office of the County Recorder of the County of San Bernardino. Owner shall provide written notice of the Agreement to the State Office of Historic Preservation within six (6) months of entering into the contract and shall provide the City with evidence of such notification. 20. Amendments. This Agreement may be amended, in whole or in part, only by written recorded instrument executed by the parties hereto. 21. Governing Law and Venue. This Agreement shall be construed and governed in accordance with the laws of the State of California. Any action at law or in equity brought by either of the parties hereto for the purpose of enforcing a right or rights provided for by this Agreement shall be tried in a court of competent jurisdiction in the County of San Bernardino. State of California, or the United States District Court for the Central District of California, Riverside Division, and the parties hereby waive all provisions of law providing for a change of venue in such proceedings. [Signatures on the following page] 19.b Packet Pg. 622 10 HISTORIC PROPERTY PRESERVATION AGREEMENT (“MILLS ACT CONTRACT”) IN WITNESS WHEREOF, City and Owner have executed this Agreement on the day and year first above written. City of San Bernardino Lopez, Salvador & Elizabeth Rev TR By:__________________________ By: ________________________________ Andrea Miller, City Manager Elizabeth Lopez By: ________________________________ Salvador Lopez ATTEST: ___________________________ Georgeann Hanna, City Clerk Approved as to form: Gary D. Saenz, City Attorney By:___________________________ 19.b Packet Pg. 623 19.c Packet Pg. 624 19.c Packet Pg. 625 19.d Packet Pg. 626 19.d Packet Pg. 627 19.d Packet Pg. 628 19.d Packet Pg. 629 19.d Packet Pg. 630 19.d Packet Pg. 631 19.d Packet Pg. 632 Staff Report City of San Bernardino Request for Council Action Date: May 15, 2019 To: Honorable Mayor and City Council Members From: Council Members Sandra Ibarra, Fred Shorett, and Henry Nickel By: Valerie R. Montoya, Administrative Assistant to City Council Subject: 2019 City-County Conference Update – April 18-19, 2019 Recommendation Receive an oral report from Council Members, Ibarra, Shorett and Nickel. Background On April 18-19, 2019, Council Members, Ibarra, Shorett and Nickel attended the 2019 City-County Conference in Lake Arrowhead, CA. Discussion The Council Members will provide an oral report on the 2019 City-County Conference at this evening’s meeting. Mayor, City Council and City Manager Goals and Objectives They attended the 2019 City-County Conference to gain knowledge for future policy making decisions. It aligns with Goal Number 3 which is to Create, Maintain and Grow Jobs and Economic Value in the City. Fiscal Impact The early bird registration fee for each attendee was $200.00. Additional travel expenses will be submitted and paid from their respective meeting and conferences budget. Conclusion It is recommended that the Mayor and City Council of the City of San Bernardino receive and file the oral report. Attachments Attachment 1 – § 532323- Government Code on Reporting Trips Attachment 2 - AB 1234 Report on Meetings Attended Attachment 3 – 2019 City-County Conference draft agenda 20.a Packet Pg. 633 20.b Packet Pg. 634 20.c Packet Pg. 635 20.d Packet Pg. 636 20.d Packet Pg. 637 20.d Packet Pg. 638 20.d Packet Pg. 639 20.d Packet Pg. 640 20.d Packet Pg. 641 Staff Report City of San Bernardino Request for Council Action Date: May 15, 2019 To: Honorable Mayor and City Council Members From: Council Member Henry Nickel By: Valerie R. Montoya, Administrative Assistant to City Council Subject: 2019 International Security Conference & Exposition (ISC West) – April 9-12, 2019 Recommendation Receive an oral report by Council Member Nickel. Background On April 10, 2019, Council Member Nickel and Fifth Ward Public Safety and Human Relations Commissioner, Peter Torres attended the 2019 International Security Conference & Exposition (ISC West) in Las Vegas, Nevada. Discussion Council Member Nickel will provide an oral report on the 2019 International Security Conference & Exposition (ISC West) in Las Vegas, Nevada at this evening’s meeting. Mayor, City Council and City Manager Goals and Objectives Council Member Nickel and Commissioner Peter Torres attended the 2019 International Security Conference & Exposition (ISC West) in Las Vegas, Nevada to gain knowledge for future policy making decisions. It aligns with Goal Number 3 which is to Create, Maintain and Grow Jobs and Economic Value in the City. Fiscal Impact An invoice in the amount of $748.60 was submitted for the conference transportation and hotel fees for Council Member Nickel and Public Safety and Human Relations Commissioner, Peter Torres paid out of the Council Office “Meetings and Conferences” budget account number 001-020-0023-5146. Conclusion It is recommended that the Mayor and City Council of the City of San Bernardino receive and file the oral report. 21.a Packet Pg. 642 Attachments Attachment 1 – § 532323- Government Code on Reporting Trips Attachment 2 - AB 1234 Report on Meetings Attended Attachment 3 – 2019 International Security Conference & Exposition (ISC West) Agenda 21.a Packet Pg. 643 21.b Packet Pg. 644 21.c Packet Pg. 645 21.d Packet Pg. 646 21.d Packet Pg. 647 21.d Packet Pg. 648 21.d Packet Pg. 649 21.d Packet Pg. 650 21.d Packet Pg. 651 21.d Packet Pg. 652 21.d Packet Pg. 653 21.d Packet Pg. 654 21.d Packet Pg. 655 22.a Packet Pg. 656 AECOM/Fransen prepared a schematic plan which was presented to the City Council in April, 2017, but the ENA with AECOM/Fransen expired and was not extended, due to lack of progress. Staff could speculate as to why the first two attempts were unsuccessful (i.e., Great Recession, Dissolution of Redevelopment and Bankruptcy), but there are lessons that can be learned to improve the odds of success in this endeavor. Discussion Staff is requesting that the Mayor and City Council direct staff to proceed with soliciting interest from regional and national developers in the redevelopment of the Carousel Mall property. This process would be conducted through a Request for Qualifications (“RFQ”) process so that staff can evaluate the qualifications of each developer, their related design professionals, their development history, and their financial capacity to carry out a project of this magnitude. The RFQ will be circulated for a period of 45 days which should allow interested developers adequate time to respond to the City. Subsequent to the review of the submittals by an internal panel, staff will submit the top three proposals to the City Council for consideration. Development Parameters: To provide guidance to interested parties, the RFQ will provide general design and development parameters to work from. These parameters are drawn from the 2005 Land Use Element of the General Plan and from the 2009 Vision Plan for the Downtown. Since Downtown plays such a pivotal role in the community, the parameters include, but are not limited to: • Redevelop the Carousel Mall property as a destination attracting new business and residents to the downtown core of the city; • Utilize place making concepts for the design framework of future development; • Re-establishment of the historic street system in part or whole; • Downtown revitalization would include urban development in a vertical mixed- use format combining high density residential, commercial and office uses; • Development patterns would include ground floor commercial, retail, service, entertainment and food oriented uses with residential uses allowed on the second floor and above; • Outdoor dining would be encouraged for ground floor restaurant and food oriented uses; • Entertainment venues are encouraged; • Professional and/or governmental office development may be a functional component of the redevelopment of the site; • On secondary street frontage, live/work units may be a functional component; • New development in the Downtown should be designed, sited and massed to convey “Urban” characteristics with buildings and structures in close proximity to sidewalks. First floor architectural design should be designed at a pedestrian scale and create interest; 5/10/2019 8:51 AM 22.a Packet Pg. 657 • Buildings of historic significance should be preserved when feasible maintaining the historic fabric of the Downtown; • The use of pedestrian oriented plazas and courtyards are encouraged creating interest for the users of the Downtown; • Parking should be located at the rear of the site or underground and cannot be located along a public street; • Main entryways to the project should tie into surrounding transit facilities; • Off-street parking may be reduced for projects, building and uses that make use of public transportation provided at the San Bernardino Regional Transit Center and the sbX High-Speed Bus Rapid Transit System; • Flexibility may be provided as it relates to the residential density, floor area ratio and building height when deemed necessary; • The City understands that a project of this magnitude may be broken into various development phases; and • The City would encourage developers to evaluate the future development opportunities on adjacent and surrounding properties. 2018-19 Goals and Objectives The proposed Request for Qualifications to solicit developers to redevelop the Carousel Mall property is consistent with Goal No. 6: Operate in a Fiscally Responsible and Business-Like Manner. The City will be investing in the redevelopment and revitalization of the Downtown Core through the repositioning of the former Carousel Mall allowing new urban in-fill development providing housing and commercial development opportunities. Fiscal Impact The preparation and the administering of the Request for Qualifications for the Carousel Mall property is covered by the FY 2018/2019 Community and Economic Development Department operating budget. Conclusion It is recommended that the Mayor and City Council direct the City Manager to proceed with a Request for Qualifications soliciting interest in the development of the Carousel Mall property. Ward: City Wide Synopsis of Previous Council Actions: May 1, 2019: During the closed session portion of the meeting, the Mayor and City Council rejected a potential settlement that may have involved the redevelopment of the Carousel Mall property, thus allowing staff to bring forward the RFP for a new developer alternative. 5/10/2019 8:51 AM 22.a Packet Pg. 658 23.a Packet Pg. 659 Discussed below are the highlights of the Annual Financial Statements and results of the audit. The notes to the Basic Financial Statements (pages 41-120) also provide detailed information regarding accounting methods and year-over-year changes. Discussion The Annual Financial Report contains three sections: 1. Basic Financial Statements 2. Required Supplementary Information 3. The Independent Auditor’s Report 1.) Basic Financial Statements Within the Basic Financial Statement, there are three sections: Government-wide Financial Statements, Fund Financial Statements and Notes to the Basic Financial Statements. The information presented in the government-wide financial statements is very different than the information presented in the fund financial statements and they each serve different purposes. Government-wide financial statements are comprehensive in scope, meaning all assets (including capital assets and infrastructure) and all liabilities (including outstanding long- term debt and CalPERS unfunded liabilities) are presented. Additionally, the Government-wide statements include the assets and liabilities of the San Bernardino Municipal Water Department. The government-wide statements have a long-term focus (recognizing transactions and events as soon as they occur, even if related cash flows will not take place well into the future). The purpose of the government-wide statements is to assess whether the City is meeting its’ operating objectives effectively and will be able to continue to do so for the foreseeable future. The government-wide financial statements analyze the City’s “Net position.” Net position is the difference between the City’s assets and liabilities. Over time, increases or decreases in net position may serve as a useful indicator of whether the City’s financial position is improving or deteriorating. Below is a summary of the changes in net position for Governmental and Business-type Activities: Description YE 2017 YE 2018 Change % Change Governmental Activities 141,860,575$ 124,628,513$ (17,232,062)$ -12.1% Business-type Activities 273,151,903 283,502,895 10,350,992 3.8% Combined Total 415,012,478$ 408,131,408$ (6,881,070)$ -1.7% Change in Net Position 2 23.a Packet Pg. 660 “Business-type Activities” are related to water, sewer, sewer collection, and integrated waste activities. All other activities are in the “Governmental Activities” category. The primary factor contributing to the decrease in net position of governmental activities was the reduction in value of property held for resale. After a review of properties held for resale by an outside expert as well as City staff, the value was reduced by approximately $8.1 million. It is important to note that this was required to correct an audit finding from the previous fiscal year’s audit. Also contributing to the City’s decrease in net position is the dramatic increase in the City’s net pension liability. CalPERS has lowered the assumed discount rate to 7%. This, along with higher life expectancies, increased wages and other actuarial assumptions, has caused the City’s net pension liability (the difference between plan obligations and assets to fund the obligations) to increase by $48 million to a total of $423 million. In FY 2017/18, the City’s required payment toward the unfunded accrued liability (UAL) was $24 million. Fund financial statements are narrower in scope. A fund is a grouping of related accounts and is used to maintain control over resources that have been segregated for specific activities or objectives. All of the City’s funds are aggregated into three categories: governmental, proprietary and fiduciary. In the case of governmental funds (including the General Fund) the fund financial statements have a near-term focus (recognizing transactions and events only to the extent that they affect near-term cash flows). Total Governmental Fund balances increased by $15.7 million over the previous year. Below is a summary of changes in fund balance for governmental funds: Plan:YE 2017 YE 2018 Increase % Increase Miscellaneous Plan 149,033,934$ 162,764,096$ 13,730,162$ 9.2% Safety Plan 225,546,681 260,306,211 34,759,530 15.4% Combined Total 374,580,615$ 423,070,307$ 48,489,692$ 12.9% Change In CalPERS Net Pension Liability General Fund Federal and State Grants Low/Mod Housing Sales/Road Funds Other Governmental Total Governmental YE 2017 63,650,968$ 21,053,866$ 40,193,858$ 9,480,435$ 36,642,783$ 171,021,910$ YE 2018 72,090,552 21,557,270 40,401,479 12,347,977 40,319,354 186,716,632 Change 8,439,584$ 503,404$ 207,621$ 2,867,542$ 3,676,571$ 15,694,722$ % change 13.3%2.4%0.5%30.2%10.0%9.2% Changes in Fund Balance 3 23.a Packet Pg. 661 Fund balance is classified into a number of categories: Non-Spendable- non liquid assets, for example, as property held for resale. Restricted – restricted by external limitations such as gas tax revenue or bond proceeds. Committed – self-imposed limitations by the City; requires formal action to change, for example reserves for capital improvements. Unassigned - amount available in excess of all other classifications. At 6/30/2018, the General Fund had an unassigned fund balance of $38,995,689. General Fund cash and receivable balances, which are not restricted or committed for a specific purpose, increased by $7.2 million. This together with a reduction in corresponding liabilities by $1.2 million resulted in a net increase to the unassigned fund balance of $8.4 million. As was discussed during the FY 2017/18 Year-End Financial Update presented to the Mayor and City Council on November 21, 2018, the main contributing factors to the increase in the General Fund unassigned balance were: • One-time recovery of $2.4 million in Property Tax in Lieu of VLF revenue as a result of a change to the property tax sharing agreement with the County related to the annexation into the County Fire District. FUND:Non-Spendable Restricted Committed Unassigned Total General Fund 33,023,125$ 3,351$ 68,387$ 38,995,689$ 72,090,552$ Federal and State Grants 300 21,556,970 - - 21,557,270 Low/Mod Housing - 40,401,479 - - 40,401,479 Sales/Road Funds - 12,347,977 - - 12,347,977 Other Governmental - 40,319,354 - - 40,319,354 Total Governmental 33,023,425$ 114,629,131$ 68,387$ 38,995,689$ 186,716,632$ Fund Balance by Category YE 2018 Note : The General Fund Reserve Policy was adopted on November 21, 2018, after the close of the fiscal year so designations do not cover this period of July 1, 2017 to June 30, 2018. 4 23.a Packet Pg. 662 • One-time transfers from deposit accounts of $550,000 and one-time recovery of reimbursement from Successor Agency bond funds in the amount of $590,000. • Development related revenue was $1.5 million higher than expected • Franchise fee revenue, primarily related to the Burrtec contract, was approximately $1 million higher than anticipated. • Additionally, the City expended $2.8 million less than expected due to reduced leased office space costs and one-time savings in debt service due to timing of payments as a result of refinancing. Note: As discussed in the Financial Review presented at the April 3rd 2019 Council Meeting, it was estimated that the General Fund unassigned fund balance will decrease to approximately $25,000,000 in the current fiscal year 2018/19. Reconciliation of Change in Net Position to Change in Fund Balance As discussed earlier, the government-wide statements show a decrease in governmental activities of $17,232,062, while the fund statements indicate an increase in governmental fund balances of $15,694,722. Page 22 of the Annual Financial Statements provides reconciliation between these two reports to facilitate the comparison between governmental funds and governmental activities. The Notes to the Financial Statements provide over 77 pages of information on subjects including: accounting policies, long term debt and liabilities, investments, capital assets, pension obligations, and other items essential to obtaining a full understanding of the data provided in the financial statements. These notes are listed in the table of contents on page 41 of the Annual Financial Report. 2.) Required Supplementary Information (RSI) The following information is contained in the RSI section of the Annual Financial Report: budgetary information for the General Fund and major special revenue funds, changes in net pension liability, changes in net OPEB liability, and schedules of pension contributions and OPEB contributions as listed in the table of contents.. 3.) Independent Auditor’s Report The auditor’s opinion for a financial statement is most typically an “Unmodified” opinion. That implies two things – 1) the auditors were able to perform all the required tests of the accounts and, 2) the financial statements present fairly, in all material respects, the financial position of the City’s opinion units. The San Bernardino opinion is a “Modified” or “Qualified” opinion. That means that for some portion of the accounts, the auditors 5 23.a Packet Pg. 663 were not able to perform the required tests – it does not mean that the results of the tests they did perform were unsatisfactory. In the City’s case, there are four areas where modified opinions were rendered: Governmental Activities, Major Federal & State Grants Special Revenue Fund, Major Low and Moderate Income Housing Special Revenue Fund, and Aggregate Remaining Fund Information. The reason for this opinion is the fact that City has not adopted a methodology for reviewing the collectability of notes receivable, primarily related to the former Redevelopment Agency (RDA) and Housing Division. This deficiency flows into the various statements. Staff is working to correct the complex issues still lingering from the dissolution of RDA. Single Audit As an entity that expends more than $750,000 annually in Federal funding, the City is subject to Federal Single Audit requirements. The audit contains the information outlined in the Independent Auditor’s report contained in the Annual Financial report. Additionally, the Single Audit also addresses findings related to internal controls, along with Management’s response. Six findings are discussed in this area. Although the City is in the process of rectifying these issues, they were not corrected in the time- frame of the audit period and therefore are listed in the report. It is important to note that many of these issues stem from the three-year backlog of audits that were caught up in 2017. For the past two audit years, the City has filed timely audits with the state and federal government. Of the six findings, five are carryovers from the FY 2016/17 audit. The FY 2016/17 finding related to the recording of property held for resale was rectified in FY 2017/18, although the corrective action resulted in a prior period adjustment. The one new finding relates to the City’s ability to retain qualified accounting personnel. As mentioned in the City’s FY 2018/19 Mid-Year report, since 2014, the Finance Department has seen the turnover of twenty employees. This inability to retain qualified personnel puts the City at risk of developing material weaknesses to the financial statements and has caused delays in implementing resolutions to the following continuing findings: • Evaluation of collectability of Successor Agency and Housing Notes Receivable • Proper analysis of Internal Service Fund rates to cover long-term liabilities • Development of a comprehensive accounting manual The last finding relates to the City’s Information Technology activities, particularly the fact that the City lacks central governance of IT strategy and that the City does not have a comprehensive disaster recovery/business continuity plan. The IT Director is working with the City Manager’s Office to address these issues. 6 23.a Packet Pg. 664 All of these modifications are correctable; current staff are working on them at this point and hope to have as many as possible addressed during the course of the current fiscal year. The Single Audit also requires tests of the City’s compliance with certain provisions of laws, regulations, contracts and grant agreements. The result of the auditor’s tests disclosed no instances of non-compliance. 2018/19 Goals and Objectives Providing the Mayor and City Council with the independently audited Annual Report for FY 2017/18 is consistent with Goal No. 6 – Operate in a Fiscally Responsible and Business-Like Manner. The information included herein is useful to the Mayor and City Council as they make decisions about the allocation of City resources to meet its goals and objectives. Fiscal Impact There is no fiscal impact from this action. The report is intended to provide information to assist the Mayor and City Council as they make financial decisions and assess the financial condition of the City. Conclusion The Mayor and City Council are encouraged to review the financial statements and ask any questions about the audited financial statements, or the audit itself. It is recommended that the Mayor and City Council receive and file the FY 2017/18 Annual Financial Statement and FY 2017/18 Single Audit. Attachments Attachment 1 – 2018 Audited Financial Statements Attachment 2 – 2018 Single Audit Attachment 3 - PowerPoint Presentation Ward: Citywide Synopsis of Previous Council Actions: FY 2017/18 Year-End Financial Update November 21, 2018 7 23.a Packet Pg. 665 23.b Packet Pg. 666 23.b Packet Pg. 667 23.b Packet Pg. 668 23.b Packet Pg. 669 23.b Packet Pg. 670 23.b Packet Pg. 671 23.b Packet Pg. 672 23.b Packet Pg. 673 23.b Packet Pg. 674 23.b Packet Pg. 675 23.b Packet Pg. 676 23.b Packet Pg. 677 23.b Packet Pg. 678 23.b Packet Pg. 679 23.b Packet Pg. 680 23.b Packet Pg. 681 23.b Packet Pg. 682 23.b Packet Pg. 683 23.b Packet Pg. 684 23.b Packet Pg. 685 23.b Packet Pg. 686 23.b Packet Pg. 687 23.b Packet Pg. 688 23.b Packet Pg. 689 23.b Packet Pg. 690 23.b Packet Pg. 691 23.b Packet Pg. 692 23.b Packet Pg. 693 23.b Packet Pg. 694 23.b Packet Pg. 695 23.b Packet Pg. 696 23.b Packet Pg. 697 23.b Packet Pg. 698 23.b Packet Pg. 699 23.b Packet Pg. 700 23.b Packet Pg. 701 23.b Packet Pg. 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852 23.c Packet Pg. 853 23.c Packet Pg. 854 23.c Packet Pg. 855 23.c Packet Pg. 856 23.c Packet Pg. 857 23.c Packet Pg. 858 23.c Packet Pg. 859 23.c Packet Pg. 860 23.c Packet Pg. 861 23.c Packet Pg. 862 23.c Packet Pg. 863 23.c Packet Pg. 864 23.c Packet Pg. 865 23.c Packet Pg. 866 23.c Packet Pg. 867 23.c Packet Pg. 868 23.c Packet Pg. 869 23.c Packet Pg. 870 23.c Packet Pg. 871 23.c Packet Pg. 872 23.c Packet Pg. 873 23.c Packet Pg. 874 23.c Packet Pg. 875 23.c Packet Pg. 876 23.c Packet Pg. 877 23.c Packet Pg. 878 23.c Packet Pg. 879 23.c Packet Pg. 880 23.c Packet Pg. 881 23.d Packet Pg. 882 23.d Packet Pg. 883 23.d Packet Pg. 884 23.d Packet Pg. 885 23.d Packet Pg. 886 23.d Packet Pg. 887 23.d Packet Pg. 888 23.d Packet Pg. 889 23.d Packet Pg. 890 23.d Packet Pg. 891 23.d Packet Pg. 892 23.d Packet Pg. 893 23.d Packet Pg. 894 23.d Packet Pg. 895 23.d Packet Pg. 896 23.d Packet Pg. 897 23.d Packet Pg. 898 23.d Packet Pg. 899 24.a Packet Pg. 900 HOME: The objectives of the program are: 1. To strengthen the ability of state and local governments to design and implement strategies for achieving adequate supplies of decent, affordable housing; 2. To provide assistance to participating jurisdictions for development of affordable housing; and 3. To strengthen partnerships among all levels of government and the private sector. ESG: The program provides funding for the: 1. Engagement of individuals and families living on the streets; 2. Improvement of homeless shelters and operation of shelters; or 3. Rapid re-housing of homeless persons and homeless prevention. In order to continue receiving an allocation under CDBG, HOME and ESG, the City is required to submit an Annual Action Plan to the United States Department of Housing and Urban Development (HUD). The Action Plan serves as the City’s grant application for the grant programs. The City of San Bernardino’s draft Fiscal Year 2019-20 Annual Action Plan recommends projects that best meet identified community needs eligible under CDBG, HOME and ESG programs. Discussion The draft Action Plan covers the fifth year segment of the HUD approved five year Consolidated Plan for the City of San Bernardino. A summary of the recommended activities and funding levels is noted below: RECOMMENDED ACTIVITIES BY CATEGORY Category Program Category Totals CDBG HOME ESG 2019 Grant Fund Allocation $ 3,366,410 $1,279,762 $ 286,534 $ 4,932,706 Program Income $ 501,872 $ 501,872 Administration (maximum available) $ 673,282 $ 127,976 $ 21,490 $ 822,748 SF Owner Occupied Rehabilitation $ $ 450,000 $ 450,000 Affordable Housing (Ownership Projects) TBD $ 701,786 $ 701,786 Arrowhead Grove – Phase 2 & 31 $ 180,000 $ 180,000 Section 108 Repayment $ 706,868 $ 706,868 Micro-Enterprise $ 23,755 $ 23,755 Fair Housing2 $ 66,000 $ 66,000 Public Facilities $ 2,218,377 $ 2,218,377 Homeless Services $ 265,044 $ 265,044 Program Totals $ 3,868,282 $1,279,762 $ 286,534 $ 5,434,578 1Under Resolution No. 2018-6, the City committed to pledge $179,723 of CDBG funds to this project. 2Required for all jurisdictions receiving CDBG funds. CDBG Ad Hoc Committee On March 26, 2019, the City Council’s Ad Hoc Committee on CDBG met to discuss the programming for this FY 2019-20 grant funding. Subsequent to reviewing the draft programming budget, the Committee recommended that staff consider a number of changes to the project list. Specifically, instead of funding the replacement of 5/9/2019 3:26 PM 24.a Packet Pg. 901 playground equipment in five parks, the Ad Hoc Committee recommended that a number of community centers be added in various parks since they are also in need of repairs. Subsequent to the Ad Hoc Committee’s direction, Housing staff had an opportunity to discuss the recommendations with the Director of Parks, Recreation and Community Services and the Deputy Director of Public Works. Although they agreed that the community centers in various City parks need attention, the scope of work necessary to rehabilitate these facilities is more than the available CDBG funding. On May 6, 2019, a second Ad Hoc Committee meeting was held to discuss the feedback on the proposed budget changes. Both the Director of Parks, Recreation and Community Services and Deputy Director of Public Works were present to share information on the priority list for projects in City Parks, technical information, and the cost related to the proposed changes suggested by the Ad Hoc Committee. Subsequent to discussions on the draft budget, the Ad Hoc Committee concurred with staff’s funding recommendations. In addition to the playground equipment at the five parks, staff has included the Ad Hoc Committee’s request to fund the re-roofing at Lytle Creek Community Center, which will cost approximately $275,000. The $275,000 is a combination of savings from current CDBG projects that came under budget and program income. It should also be noted that the FY 2019-20 CDBG allocation was increased by HUD by $500,000 over FY 2018-19. These additional CDBG funds will be used for a concrete program to improve ADA accessibility in City Parks. In summary, the public facility projects being recommended consist of replacement of playground equipment in five parks (please refer to Exhibit B), which is in keeping with previous Council direction. In addition, the Jerry Lewis Swim Center, Lytle Creek Community Center re-roof and the ADA concrete project complete the comprehensive list of public facility projects being recommended for FY 2019-20. 2019-20 Goals and Objectives The draft Annual Action Plan meets the Goal No. 2: Provide for the Safety of City Residents and Businesses; Goal No. 3: Create, Maintain and Grow Jobs and Economic Value in the City; Goal No. 4: Ensure Development of a Well-Planned, Balanced, and Sustainable City; Goal No. 7: Pursue City Goals and Objectives by Working with Other Agencies. Approval of the draft Action Plan will allow the City to continue to fund programs that preserve and improve the quality of the housing stock, promote homeownership, assist in small business start-up and expansion, fund infrastructure projects, and maintain a working relationship with the federal government. Fiscal Impact Approval of the draft FY 2019-20 Annual Action Plan will not impact the General Fund. 5/9/2019 3:26 PM 24.a Packet Pg. 902 Conclusion It is recommended that the Mayor and City Council of the City of San Bernardino: 1. Conduct a public hearing on the draft Fiscal Year 2019-20 Annual Action Plan associated with the Community Development Block Grant (CDBG), HOME Investment Partnerships (HOME), and Emergency Solutions Grant (ESG) programs and related grant funding; and 2. Adopt the draft Fiscal Year 2019-20 Annual Action Plan as an application for funding under Community Development Block Grant (CDBG), Home Investment Partnerships (HOME), and Emergency Solutions Grant (ESG) programs and authorize the City Manager or designee to take any further actions and execute any further documents as are necessary to effectuate the submittal of the Draft HUD Fiscal Year 2019-20 Annual Action Plan and certification to HUD; and Attachments Attachment 1 Exhibit A City of San Bernardino Draft FY 2019-20 Action Plan Attachment 2 Exhibit B Fiscal Year 2019-20 Draft Action Plan Activity Recommendations Attachment 3 Exhibit C PowerPoint Presentation Ward: Synopsis of Previous Council Actions: N/A 5/9/2019 3:26 PM 24.a Packet Pg. 903 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN PROJECTS TO BE UNDERTAKEN TO MEET THE OBJECTIVES OF THE CONSOLIDATED PLAN Mayor: John Valdivia Councilmember First Ward: Theodore Sanchez Councilmember Second Ward: Sandra Ibarra Councilmember Third Ward: Vacant Councilmember Fourth Ward: Fred Shorett Councilmember Fifth Ward: Henry Nickel Councilmember Sixth Ward: Bessine L. Richard Councilmember Seventh Ward: James L. Mulvihill Photo: Delmann Heights Park Funded with City CDBG Dollars 24.b Packet Pg. 904 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN Executive Summary AP-05 Executive Summary - 24 CFR 91.200(c), 91.220(b) 1. Introduction The City of San Bernardino (City) must prepare and submit to the Department of Housing and Urban Development (HUD) an Annual Action Plan that details the proposed uses of federal grants the City receives. The City is an entitlement community and receives the following federal grants: • Community Development Block Grant (CDBG) • HOME Investment Partnerships Program (HOME) • Emergency Solutions Grant (ESG) The Action Plan serves as the City’s annual application to HUD and is a requirement for a receipt of yearly allocations of the grants noted above. To receive these funds, the City undertakes a planning process known as the Consolidated Plan cycle. This process is documented by three reports: 1) a Five- Year Consolidated Plan; 2) five annual one-year Action Plans, and 3) five annual Consolidated Annual Performance and Evaluation Reports (CAPERs). 2. Summarize the objectives and outcomes identified in the Plan This could be a restatement of items or a table listed elsewhere in the plan or a reference to another location. It may also contain any essential items from the housing and homeless needs assessment, the housing market analysis or the strategic plan. The City of San Bernardino has a range of housing and community development needs. The City's objective is to use its grant funds to coordinate programs, services, and projects with the anticipated outcome of creating a decent and suitable living environment to benefit low- and moderate-income households and those with special needs. Priorities for the FY 2015-2020 CONSOLIDATED PLAN established in consultation with residents and community groups are noted. Priority Objectives/Goals 1. Preserve and extend the useful life of existing housing stock through repair and rehabilitation loans to low and moderate income households. 2. Fund activities that will improve neighborhood conditions through code enforcement, demolition and clearance to ensure neighborhoods are safe for residents and moving toward revitalization. Annual Action Plan 2019 1 OMB Control No: 2506-0117 (exp. 06/30/2018) 24.b Packet Pg. 905 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN 3. To expand homeownership opportunities: Fund construction of for-sale new single family housing for first time homebuyers, on infill lots; provide down-payment assistance to first time homebuyers. 4. To assist homeless and special needs population: Fund social service organizations to assist homeless person through the provision of homeless prevention, emergency shelter, outreach, supportive services and placement in permanent supportive housing. 5. To promote economic development and employment opportunities: Fund education and training for business owners to launch and retain successful small business and improve business viability. 6. To improve and expand existing community facilities: Fund city-wide public facility improvements that benefit low and moderate income households to include public libraries, parks, community swimming pools, lighting, sidewalks, and replacement of unsafe park playgrounds. 7. To eliminate impediments to fair housing: Fund fair housing activities to include fair housing enforcement, landlord/tenant mediation and education. 8. Planning and administration: Funding for planning and administration of CDBG, HOME and ESG. 9. To preserve existing affordable rental housing: Continue monitoring of assisted rental developments to ensure units remain affordable and habitable. To expand affordable housing inventory through new construction: Continue to fund the infill housing program that will build new homes on infill lots. 3. Evaluation of past performance This is an evaluation of past performance that helped lead the grantee to choose its goals or projects. Improve Neighborhood Conditions - Demolition Program: Funding for this project has been eliminated due to the program’s inability to spend down its CDBG budgeted amounts during two consecutive years. The funds from this project have been reprogrammed to fund the gap created by the reduction in the City’s 2018-2019 allocation. Improve Facilities and Infrastructure – Public Facilities Projects: Funding for this project is proposed to be increased by $195,000. The funds will allow the City to free up parkland monies. Parkland monies can be used for parks that do not qualify for CDBG funding. Street/sidewalk improvement which was funded with FY 17-18 CDBG funds will be increased by $150,000 to address increased costs for removal of concrete underlying the asphalt street surfaces. Fair Housing: The Inland Fair Housing Mediation Board will have provided landlord-tenant counseling and other fair housing services to an approximate total of 3,300 residents during FY 2018-2019. Annual Action Plan 2019 2 OMB Control No: 2506-0117 (exp. 06/30/2018) 24.b Packet Pg. 906 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN Supportive Services: The ESG amount for prior year funds has been reduced to $50,390, which reflects a reduction in actual fund carryover from prior years versus the estimated amount in the current Action Plan. All projects were funded as originally recommended and both Family Services Association and Community Action Partnership received increased amounts in order to fully utilize all ESG carryover. Val 9: This project resulted in 76 affordable rental housing units, including one on-site manager unit and was the first phase in the redevelopment efforts of the Waterman Gardens public housing project. Golden Apartments: Acqusition and rehabilitation of an existing apartment complex. By December, 2018, 17 new permanent supportive housing units for homeless persons will have been added to the housing stock as 21 units at the Golden Apartments will be rehabilitated to 38 units. 4. Summary of Citizen Participation Process and consultation process Summary from citizen participation section of plan. To solicit public input during the development of the Consolidated Plan, the City conducted two community workshops, distributed a Housing and Community Development Needs Survey to city residents, mailed flyers to agencies that provide support services to city residents, posted the draft Consolidated Plan on the City's website, and made the Consolidated Plan available at various locations within the City and held five public hearings/meeting before the City Council. For the 2019 program year Action Plan: City Staff met with the CDBG Ad Hoc Committee to make its funding recommendations. • Published a public notice (in English and Spanish) in the San Bernardino Sun, and El Chicano announcing the public hearing meeting • Made available a copy of the Draft PY 2019-2020 Annual Action Plan at the Community Development public counter, the City website and Norman F. Feldheym Public Library for public review. • Held a 15-day public comment period for the Draft FY 2019-2020 Annual Action Plan for the period of April 17, 2019 through May 1, 2019. • Held a public hearing to approve and submit the Draft PY 2019-2020 Annual Action Plan to HUD on May 15, 2019. 5. Summary of public comments Annual Action Plan 2019 3 OMB Control No: 2506-0117 (exp. 06/30/2018) 24.b Packet Pg. 907 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN This could be a brief narrative summary or reference an attached document from the Citizen Participation section of the Con Plan. A public comment period for the Draft PY 2019-2020 Annual Action Plan was held from April 17, 2019 through May 1, 2019. The City of San Bernardino did not receive public comments on the Annual Action Plan. 6. Summary of comments or views not accepted and the reasons for not accepting them There were no comments received by the City of San Bernardino. 7. Summary The City has undertaken diligent and good faith efforts to reach all segments of the community that may benefit from the City’s CDBG, HOME, and ESG programs. PR-05 Lead & Responsible Agencies – 91.200(b) Annual Action Plan 2019 4 OMB Control No: 2506-0117 (exp. 06/30/2018) 24.b Packet Pg. 908 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN PR-05 Lead & Responsible Agencies – 91.200(b) 1. Agency/entity responsible for preparing/administering the Consolidated Plan Describe the agency/entity responsible for preparing the Consolidated Plan and those responsible for administration of each grant program and funding source. Agency Role Name Department/Agency Lead Agency SAN BERNARDINO CDBG Administrator SAN BERNARDINO Community and Economic Development Department HOPWA Administrator HOME Administrator SAN BERNARDINO Community and Economic Development Department ESG Administrator SAN BERNARDINO Community and Economic Development Department HOPWA-C Administrator Table 1 – Responsible Agencies Narrative (optional) The Community and Economic Development Department (formerly known as the Economic & Housing Development Department) plans, administers, implements and monitors projects funded through the City’s formula entitlement funds from HUD. As a recipient of these funds, the City’s Community and Economic Development Department is tasked with the responsibility of developing and carrying out the goals and objectives noted in the Consolidated Plan. The City uses these and other funds to provide decent housing, create a suitable living environment, and expand economic opportunities throughout the City. The Community and Economic Development Department works closely with other City departments, the City Manager's Office, the City Council, and City commissions in establishing and carrying out goals that will preserve the quality of life in San Bernardino. Annual Action Plan 2019 5 OMB Control No: 2506-0117 (exp. 06/30/2018) 24.b Packet Pg. 909 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN Consolidated Plan Public Contact Information For matters concerning the City of San Bernardino’s CDBG, HOME, and ESG programs, please contact: the Community and Economic Development Department, 201 N E Street, 3rd Floor, San Bernardino, CA 92418, telephone: (909) 384-7270. Annual Action Plan 2019 6 OMB Control No: 2506-0117 (exp. 06/30/2018) 24.b Packet Pg. 910 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN AP-10 Consultation – 91.100, 91.200(b), 91.215(l) 1. Introduction The City views the Consolidated Plan as an opportunity to engage the community in the CDBG, ESG, and HOME investment process. It urges citizens to voice their concerns and share their ideas concerning community development, affordable housing, and homelessness. It encourages all residents, especially those living in low- and moderate-income neighborhoods, to participate in the planning process. Provide a concise summary of the jurisdiction’s activities to enhance coordination between public and assisted housing providers and private and governmental health, mental health and service agencies (91.215(l)) • The City has been working in a partnership with the Housing Authority of the County of San Bernardino (HACSB) and County Community Development Agency to redevelop 251 units of public housing at the former Waterman Gardens public housing project. • The City is also working in a partnership with National CORE, an Inland Empire CHDO in the redevelopment of Waterman Gardens. The City has been coordinating and working in partnership with HACSB and Housing Partners I, a San Bernardino County CHDO, in the acquisition and rehabilitation of a 21-unit apartment complex into 38 permanent supportive housing units for homeless persons. • The City provides funding for, and coordinates with, two non-profit housing providers (NPHS and NHSIE) for the provision of homeowner housing assistance, through single family rehabilitation. • Housing Partners I and NPHS are also providing new infill ownership housing, with funds provided by the City, to increase homeownership among households at and below 80% of Area Median Income and to utilize vacant lots throughout the city. • Through the Quality of Life Committee, the City coordinates with the County Department of Behavioral Health in and ongoing exchange of information and resources available to persons who are experiencing homelessness and mental health crises. • The City also coordinates a senior nutrition program and various senior outreach services with the County Office of Aging and Adult Services. • The City has also been working on investment strategies for housing and health with Dignity Health. Describe coordination with the Continuum of Care and efforts to address the needs of homeless persons (particularly chronically homeless individuals and families, families with children, veterans, and unaccompanied youth) and persons at risk of homelessness. As homelessness has no boundaries, the most efficient way to address the needs of the homeless (especially chronically homeless populations), is regionally. There are three entities that work collaboratively to address homelessness throughout San Bernardino County. They are: 1) the Annual Action Plan 2019 7 OMB Control No: 2506-0117 (exp. 06/30/2018) 24.b Packet Pg. 911 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN Interagency Council on Homelessness, a policy making body; 2) Homeless Provider Network, an advisory group made up of local public, private, faith-based, non-profit and housing organizations who work to improve service delivery to the homeless; 3) the San Bernardino County Behavioral Health Administration, Office of Homeless Services, the administrative arm of the CoC. The strategy that guides the actions of the above-mentioned groups is the “10-Year Strategy to End Homelessness in San Bernardino County”. This document serves as the blueprint for ending homelessness in San Bernardino County. The City of San Bernardino is an active participant of the Continuum of Care (CoC) and fully supports the goals and objectives of the 10-Year Strategy to End Homelessness in San Bernardino County. City of San Bernardino City Councilmember, Fred Shorett, represents the City of San Bernardino on the board of the Interagency Council on Homelessness, the City’s Police Department supports and participates in the Point-in-Time Homeless Count, and the Community and Economic Development staff requires its ESG Subrecipients to participate in the CoC’s Homeless Management Information System (HMIS), a software application designed to collect client-level data and data on the provision of housing and services to homeless individuals and families and persons at risk of homelessness. Through its ESG program the City funds four organizations that provide homeless prevention services, street outreach, rapid rehousing and permanent supportive housing. Describe consultation with the Continuum(s) of Care that serves the jurisdiction's area in determining how to allocate ESG funds, develop performance standards for and evaluate outcomes of projects and activities assisted by ESG funds, and develop funding, policies and procedures for the operation and administration of HMIS The City works closely with the CoC and attends its regular scheduled meetings and trainings in the area of homelessness. The City consults with the Interagency Council on Homelessness (ICH), which has not less than one former homeless member, in regards to funding recommendations. The discussions at the ICH meetings are comprised of updates on HMIS and a monthly data quality report is provided illustrating the number of clients enrolled in the non-profit organizations using HMIS. The updates are helpful in evaluating the outcomes of projects and activities assisted with ESG. Other topics of discussion include presentations to the Office of Homeless Services on activities from the San Bernardino County Reentry Collaborative regarding workshop meetings to discuss updating their strategic plan, and a Community Recidivism Reduction Program. A Veterans Initiative – the Housing Authority of the County of San Bernardino (HACSB) has continued to develop creative and effective ways to address the needs of the County’s homeless veterans. Over the past year the HASCB, along with the Annual Action Plan 2019 8 OMB Control No: 2506-0117 (exp. 06/30/2018) 24.b Packet Pg. 912 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN support and efforts of our affiliate non-profits, KEYS and HP1 Inc., has created housing opportunities for homeless veterans. 2. Describe Agencies, groups, organizations and others who participated in the process and describe the jurisdiction’s consultations with housing, social service agencies and other entities Annual Action Plan 2019 9 OMB Control No: 2506-0117 (exp. 06/30/2018) 24.b Packet Pg. 913 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN Table 2 – Agencies, groups, organizations who participated 1 Agency/Group/Organization Kaiser Permanente Agency/Group/Organization Type Health Agency Foundation Private Sector Banking / Financing What section of the Plan was addressed by Consultation? Housing Need Assessment Non-Homeless Special Needs Briefly describe how the Agency/Group/Organization was consulted. What are the anticipated outcomes of the consultation or areas for improved coordination? The organization was consulted in a workshop setting hosted by the City of San Bernardino and Dignity Health to elicit commitment for affordable housing investment and related services. 2 Agency/Group/Organization Housing Authority of the County of San Bernardino Agency/Group/Organization Type PHA Other government - Federal Private Sector Banking / Financing What section of the Plan was addressed by Consultation? Housing Need Assessment Briefly describe how the Agency/Group/Organization was consulted. What are the anticipated outcomes of the consultation or areas for improved coordination? The organization was consulted in a workshop setting hosted by the City of San Bernardino and Dignity Health to elicit commitment for affordable housing investment and related services. 3 Agency/Group/Organization Dignity Health St Bernardine Medical Center Agency/Group/Organization Type Health Agency Major Employer What section of the Plan was addressed by Consultation? Housing Need Assessment Non-Homeless Special Needs Annual Action Plan 2019 10 OMB Control No: 2506-0117 (exp. 06/30/2018) 24.b Packet Pg. 914 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN Briefly describe how the Agency/Group/Organization was consulted. What are the anticipated outcomes of the consultation or areas for improved coordination? The organization was consulted in a workshop setting hosted by the City of San Bernardino and Dignity Health. The anticipated outcomes are increased commitment to affordable housing/economic investment in the community. 4 Agency/Group/Organization COMMUNITY INVESTMENT CORPORATION Agency/Group/Organization Type Housing Community Development Financial Institution What section of the Plan was addressed by Consultation? Market Analysis Economic Development Briefly describe how the Agency/Group/Organization was consulted. What are the anticipated outcomes of the consultation or areas for improved coordination? The organization was consulted in a workshop setting hosted by the City of San Bernardino and Dignity Health. The anticipated outcomes are increased commitment to affordable housing/economic investment in the community 5 Agency/Group/Organization California Endowment Agency/Group/Organization Type Services - Housing Services-Children Services-Elderly Persons Services-Persons with Disabilities Services-homeless Services-Education What section of the Plan was addressed by Consultation? Homeless Needs - Chronically homeless Homeless Needs - Families with children Anti-poverty Strategy Annual Action Plan 2019 11 OMB Control No: 2506-0117 (exp. 06/30/2018) 24.b Packet Pg. 915 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN Briefly describe how the Agency/Group/Organization was consulted. What are the anticipated outcomes of the consultation or areas for improved coordination? The organization was consulted in a workshop setting hosted by the City of San Bernardino and Dignity Health. The anticipated outcomes are increased commitment to affordable housing/economic investment in the community 6 Agency/Group/Organization Enterprise Community Partners, Inc. Agency/Group/Organization Type Housing Community Development Financial Institution What section of the Plan was addressed by Consultation? Economic Development Anti-poverty Strategy Briefly describe how the Agency/Group/Organization was consulted. What are the anticipated outcomes of the consultation or areas for improved coordination? The organization was consulted in a workshop setting hosted by the City of San Bernardino and Dignity Health. The anticipated outcomes are increased commitment to affordable housing/economic investment in the community 7 Agency/Group/Organization Local Initiatives Support Corporation (LA LISC) Agency/Group/Organization Type Housing Community Development Financial Institution What section of the Plan was addressed by Consultation? Housing Need Assessment Economic Development Briefly describe how the Agency/Group/Organization was consulted. What are the anticipated outcomes of the consultation or areas for improved coordination? The organization was consulted in a workshop setting hosted by the City of San Bernardino and Dignity Health. The anticipated outcomes are increased commitment to affordable housing/economic investment in the community Annual Action Plan 2019 12 OMB Control No: 2506-0117 (exp. 06/30/2018) 24.b Packet Pg. 916 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN 8 Agency/Group/Organization Wells Fargo Agency/Group/Organization Type Business Leaders Private Sector Banking / Financing What section of the Plan was addressed by Consultation? Housing Need Assessment Market Analysis Economic Development Briefly describe how the Agency/Group/Organization was consulted. What are the anticipated outcomes of the consultation or areas for improved coordination? The organization was consulted in a workshop setting hosted by the City of San Bernardino and Dignity Health. The anticipated outcomes are increased commitment to affordable housing/economic investment in the community 9 Agency/Group/Organization Inland Regional Center Agency/Group/Organization Type Services-Children What section of the Plan was addressed by Consultation? Anti-poverty Strategy Lead-based Paint Strategy Briefly describe how the Agency/Group/Organization was consulted. What are the anticipated outcomes of the consultation or areas for improved coordination? The IRC was consulted in the process of outreach to community organizations that serve children and families with special needs. Identify any Agency Types not consulted and provide rationale for not consulting Two hundred and fifty-eight agencies were contacted as part of the outreach process. However the City ran out of time and did not include corrections programs and institutions. In the future the City will make a special effort to include corrections programs and institutions. Annual Action Plan 2019 13 OMB Control No: 2506-0117 (exp. 06/30/2018) 24.b Packet Pg. 917 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN Other local/regional/state/federal planning efforts considered when preparing the Plan Name of Plan Lead Organization How do the goals of your Strategic Plan overlap with the goals of each plan? Continuum of Care Continuum of Care Alliance Potential funding allocations to address homeless needs will complement the COC Strategy. 10-Year Strategy to End Homelessness Continuum of Care Alliance Funding allocations to address homeless needs will be consistent with the 10-Year Strategy to End Homelessness. City of San Bernardino 2013-2021 Housing Element City of San Bernardino Department of Community Development Potential funding allocations to address housing needs will complement the 2013-2021 Housing Element. Housing Authority County of San Bernardino (HACSB) Housing Authority County of San Bernardino (HACSB) The City will support HACSB's efforts on public housing and the ongoing partnership on Waterman Gardens Table 3 – Other local / regional / federal planning efforts Narrative (optional) Annual Action Plan 2019 14 OMB Control No: 2506-0117 (exp. 06/30/2018) 24.b Packet Pg. 918 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN AP-12 Participation – 91.105, 91.200(c) 1. Summary of citizen participation process/Efforts made to broaden citizen participation Summarize citizen participation process and how it impacted goal-setting The City published a public hearing notice (Appendix A) in the San Bernardino Sun, and El Chicano newspapers in accordance with its citizen participation plan for its May 15, 2019 Public Hearing. It also posted the notice and the Draft PY 2019-2020 Action Plan on the City website. The Draft PY 2019-2020 Action Plan was available at the Community Development Department public counter, and the Norman F. Feldheym Public Library. 15 OMB Control No: 2506-0117 (exp. 06/30/2018) 24.b Packet Pg. 919 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN Citizen Participation Outreach Sort Or der Mode of Out reach Target of Out reach Summary of response/atten dance Summary of comments rec eived Summary of com ments not accepted and reasons URL (If applicable) 1 Newspaper Ad Minorities Non-English Speaking - Specify other language: Spanish Persons with disabilities Residents of Public and Assisted Housing Low Income persons No responses were received. No comments were received. Because comments were not received there is no summary of comments not accepted. http:iecn.com/newpapers/el-chicano/ 16 OMB Control No: 2506-0117 (exp. 06/30/2018) 24.b Packet Pg. 920 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN Sort Or der Mode of Out reach Target of Out reach Summary of response/atten dance Summary of comments rec eived Summary of com ments not accepted and reasons URL (If applicable) 2 Internet Outreach Non- targeted/broa d community No responses were received No comments were received Because comments were not received there is no summary of comments not accepted. www.sbcity.org/housing 17 OMB Control No: 2506-0117 (exp. 06/30/2018) 24.b Packet Pg. 921 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN Sort Or der Mode of Out reach Target of Out reach Summary of response/atten dance Summary of comments rec eived Summary of com ments not accepted and reasons URL (If applicable) 3 Public Meeting Minorities Non-English Speaking - Specify other language: Spanish Persons with disabilities Non- targeted/broa d community Residents of Public and Assisted Housing Low Income persons No responses were received No comments were received Because comments were not received there is no summary of comments not accepted. http://sanbernardinocityca.iqm2.com/citize ns/calendar.aspx 18 OMB Control No: 2506-0117 (exp. 06/30/2018) 24.b Packet Pg. 922 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN Sort Or der Mode of Out reach Target of Out reach Summary of response/atten dance Summary of comments rec eived Summary of com ments not accepted and reasons URL (If applicable) 4 Public Hearing Minorities Non-English Speaking - Specify other language: Spanish Persons with disabilities Non- targeted/broa d community Residents of Public and Assisted Housing No responses were received No comments were received Because comments were not received there is no summary of comments not accepted. http://sanbernardinocityca.iqm2.com/citize ns/calendar.aspx Table 4 – Citizen Participation Outreach 19 OMB Control No: 2506-0117 (exp. 06/30/2018) 24.b Packet Pg. 923 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN Expected Resources AP-15 Expected Resources – 91.220(c)(1,2) Introduction Anticipated Resources Program Source of Funds Uses of Funds Expected Amount Available Year 1 Expected Amount Available Remainder of ConPlan $ Narrative Description Annual Allocation: $ Program Income: $ Prior Year Resources: $ Total: $ CDBG public - federal Acquisition Admin and Planning Economic Development Housing Public Improvements Public Services 3,366,410 40,000 461,872 3,868,282 0 Funding for program year 2018 includes the City's reduced HUD allocation, estimated program income and prior year resources. 20 OMB Control No: 2506-0117 (exp. 06/30/2018) 24.b Packet Pg. 924 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN Program Source of Funds Uses of Funds Expected Amount Available Year 1 Expected Amount Available Remainder of ConPlan $ Narrative Description Annual Allocation: $ Program Income: $ Prior Year Resources: $ Total: $ HOME public - federal Acquisition Homebuyer assistance Homeowner rehab Multifamily rental new construction Multifamily rental rehab New construction for ownership TBRA 1,279,762 0 0 1,279,762 0 In program year 2019 the City will no longer be part of the County HOME Consortium. The City plans to invest its HOME dollars in the Infill Housing Program. 21 OMB Control No: 2506-0117 (exp. 06/30/2018) 24.b Packet Pg. 925 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN Program Source of Funds Uses of Funds Expected Amount Available Year 1 Expected Amount Available Remainder of ConPlan $ Narrative Description Annual Allocation: $ Program Income: $ Prior Year Resources: $ Total: $ ESG public - federal Conversion and rehab for transitional housing Financial Assistance Overnight shelter Rapid re-housing (rental assistance) Rental Assistance Services Transitional housing 286,534 0 0 286,534 0 Assist ESG sub recipients with funding to assist the Homeless population with Emergency Shelter, Motel Vouchers, Rapid Re-Housing, Rental Assistance, Homelessness Prevention and Financial Assistance Table 5 - Expected Resources – Priority Table Explain how federal funds will leverage those additional resources (private, state and local funds), including a description of how matching requirements will be satisfied The City leverages its resources with public and private capital in order to develop quality affordable homes for San Bernardino residents. Additional funds to serve the needs of lower- and moderate-income residents were derived from a variety of other sources, including: Federal Resources 22 OMB Control No: 2506-0117 (exp. 06/30/2018) 24.b Packet Pg. 926 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN • Supportive Housing for the Elderly (Section 202) • Supportive Housing for Persons with Disabilities (Section 811) • Housing Opportunities for Persons with AIDS (HOPWA) • Youthbuild • Federal Low-Income Tax Credit Program State Resources • State Low-Income Tax Credit Program • Affordable Housing and Sustainable Communities • No Place Like Home • Veteran Housing and Homeless Prevention Program • Mental Health Service Act (MHSA)Funding Local Resources • San Bernardino County Continuum of Care • Housing Authority of San Bernardino County (HACSB) Private Resources • Dignity Health 23 OMB Control No: 2506-0117 (exp. 06/30/2018) 24.b Packet Pg. 927 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN • San Manuel Band of Mission Indians • San Bernardino Unified School District • City of San Bernardino Successor Housing Agency HUD requires ESG recipients to match 100 percent of their ESG annual allocation. For those organizations that received ESG funds, agencies met the match requirement through utilization of volunteerism, in-kind contributions and funds from other local, state and federal programs. HUD requires HOME recipients to match 25 percent of their HOME annual allocation. In accordance with 24 CFR 92.222, when a local jurisdiction meets one of the distress criteria, it is determined to be in fiscal distress and receives a 50 percent reduction of match. The FY 2019-2020 match reductions are not available as of date. However, in FY 2018-2019, the City recieved a 100 percent reduction of match due to severe fiscal distress. Nonetheless, the City of San Bernardino will continue to leverage its HOME funds with other housing resources. Any funds that are used in a HOME activity in excess of the required match will be documented by the City and reported to HUD as part of the Consolidated Annual Performance and Evaluation Report each year. 24 OMB Control No: 2506-0117 (exp. 06/30/2018) 24.b Packet Pg. 928 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN If appropriate, describe publically owned land or property located within the jurisdiction that may be used to address the needs identified in the plan As part of the dissolution of the redevelopment agency, successor agencies with real property assets are required to dispose of the properties pursuant to the City’s Long Range Property Management Plan or Housing Asset Transfer (HAT) Plan. The Successor Housing Agency’s HAT listed a total of 141 parcels of land. Some of these parcels are to be sold and others will be retained for business and or affordable housing development. It is the intent of the City to select properties to be used in the City’s Infill Housing Program, a program that will develop single family homes on vacant and or blighted sites and sell them to income qualified buyers. Discussion No discussion is provided for this section. 25 OMB Control No: 2506-0117 (exp. 06/30/2018) 24.b Packet Pg. 929 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN Annual Goals and Objectives AP-20 Annual Goals and Objectives Goals Summary Information Sort Order Goal Name Start Year End Year Category Geographic Area Needs Addressed Funding Goal Outcome Indicator 1 Preserve and Rehabilitate Housing 2015 2019 Affordable Housing Preserve and Rehabilitate Housing CDBG: $0 HOME: $450,000 ESG: $0 Homeowner Housing Rehabilitated: 11 Household Housing Unit 2 Improve Neighborhood Conditions 2015 2019 Affordable Housing Improve Neighborhood Conditions CDBG: $0 HOME: $0 ESG: $0 3 Promote Economic Development 2015 2019 Non-Housing Community Development Promote Economic Development CDBG: $730,623 Businesses assisted: 10 Businesses Assisted 4 Improve Facilities and Infrastructure 2015 2019 Non-Housing Community Development CDBG: $2,218,377 Public Facility or Infrastructure Activities other than Low/Moderate Income Housing Benefit: 30000 Persons Assisted 5 New Affordable Housing Construction 2015 2019 Affordable Housing New Affordable Housing Construction HOME: $701,786 Homeowner Housing Added: 3 Household Housing Unit 26 OMB Control No: 2506-0117 (exp. 06/30/2018) 24.b Packet Pg. 930 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN Sort Order Goal Name Start Year End Year Category Geographic Area Needs Addressed Funding Goal Outcome Indicator 6 Fair Housing 2015 2019 Affordable Housing Fair Housing CDBG: $66,000 Public service activities for Low/Moderate Income Housing Benefit: 3000 Households Assisted 7 Planning and Administration 2015 2019 Administration Planning and Administration CDBG: $673,282 Other: 1 Other 8 Provide Assistance to Renter Households 2015 2019 Affordable Housing Provide Assistance to Renter Households CDBG: $0 Tenant-based rental assistance / Rapid Rehousing: 0 Households Assisted 9 Expand Home Ownership Opportunities 2015 2019 Affordable Housing Expand Home Ownership Opportunities CDBG: $180,000 Homeowner Housing Added: 3 Household Housing Unit 10 Provide Supportive Services 2015 2019 Homeless Non-Homeless Special Needs Provide Supportive Services ESG: $286,534 Tenant-based rental assistance / Rapid Rehousing: 20 Households Assisted Homeless Person Overnight Shelter: 50 Persons Assisted Overnight/Emergency Shelter/Transitional Housing Beds added: 220 Beds Homelessness Prevention: 60 Persons Assisted Table 6 – Goals Summary Goal Descriptions 27 OMB Control No: 2506-0117 (exp. 06/30/2018) 24.b Packet Pg. 931 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN 1 Goal Name Preserve and Rehabilitate Housing Goal Description Funding will be issued for a Single Family Owner-Occupied Rehab loan program in the amount of $450,000. 2 Goal Name Improve Neighborhood Conditions Goal Description The funding for this activity was reprogrammed to make up the gap created by the $524,034 reduction in the City's 2018 CDBG allocation. This program has been unable to spend down its CDBG budget during the last two consecutive years. 3 Goal Name Promote Economic Development Goal Description Promote economic development and employment opportunities for low and moderate income persons - Micro Enterprise ($23,755) and the Section 108 Repayment Program ($706,868) Debt payment on Section 108 in order to pursue physical and economic revitalization that will provide jobs. 4 Goal Name Improve Facilities and Infrastructure Goal Description Five park facilities will be improved and renovated with new playground equipment, one of them being a swim center. Concrete and ADA Project to be done to replace sidewalks and ADA accessibility for Fifth Street Senior Center, Perris Hill Senior Center, Ruben Campos, Lytle Creek, Rudy Hernandez, Nicholson and Delmann Heights Community Centers. Lytle Creek Community Center has been funded for a roof replacment. 5 Goal Name New Affordable Housing Construction Goal Description New Affordable Housing Construction of three (3) units 6 Goal Name Fair Housing Goal Description Eliminate identified impediments to fair housing through education, enforcement and testing. 28 OMB Control No: 2506-0117 (exp. 06/30/2018) 24.b Packet Pg. 932 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN 7 Goal Name Planning and Administration Goal Description The City will implement the goals and objectives of the Consolidated Plan by delivering a variety of housing and community development programs and activities. The City will also continue to comply with the planning and reporting requirements of the Consolidated Plan regulations and CDBG, HOME and ESG regulations. Annually, the City will monitor its use of CDBG, HOME and ESG funds to ensure effective and appropriate use of funds. 8 Goal Name Provide Assistance to Renter Households Goal Description Assistance to renter households is accomplished by assisting housing developments that will restrict their units to low- income households. 9 Goal Name Expand Home Ownership Opportunities Goal Description Expand home ownership opportunities and assist homebuyers with the purchase of affordable housing. 10 Goal Name Provide Supportive Services Goal Description Assist homeless and special needs populations with supportive services. 29 OMB Control No: 2506-0117 (exp. 06/30/2018) 24.b Packet Pg. 933 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN Projects AP-35 Projects – 91.220(d) Introduction With its CDBG, HOME, and ESG funds, the City of San Bernardino will fund eligible projects in the following categories: preserve and rehabilitate housing; improve neighborhood conditions; expand home ownership opportunities; provide assistance to renter households; provide supportive services; promote economic development; improve facilities and infrastructure; fair housing, and program planning and administration. The second and third phases of construction on the site of the former Waterman Gardens Public Housing community (now called Arrowhead Grove) will result in a total of 184 mixed-income family apartments and complete the HUD required one-for-one replacement of the original 252 public housing units. The new construction will provide 147 affordable one- to four-bedroom family units with an additional 35 market-rate units interspersed across the site and two units for property managers. Through previous construction phases, 136 new affordable housing units have already been built. CDBG funding in the amount of $180,000 will assist with a portion of this project. Projects # Project Name 1 Fair Housing 2 CDBG - Program Income and Reprogrammed Fund 3 CDBG - Planning and Administration 4 Section 108 Repayment 5 Micro-Enterprise Program 6 Affordable Housing (Ownership Projects) 7 SF Owner Occupied Rehabilitation 8 Improve Public Facilities and Infrastructure 9 Citywide-ESG Activities/ESG Administration 10 HOME - Planning and Administration Table 7 - Project Information Describe the reasons for allocation priorities and any obstacles to addressing underserved needs The allocation priorites are a result of input received from the community and based on the identified needs such as the state of the City's infrastructre, housing stock and poverty. The primary obstacle to 30 OMB Control No: 2506-0117 (exp. 06/30/2018) 24.b Packet Pg. 934 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN addressing underserved needs is insufficient funds to meet the ongoing needs of persons, especially those with special needs such as the homeless. 31 OMB Control No: 2506-0117 (exp. 06/30/2018) 24.b Packet Pg. 935 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN AP-38 Project Summary Project Summary Information 32 OMB Control No: 2506-0117 (exp. 06/30/2018) 24.b Packet Pg. 936 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN 1 Project Name Fair Housing Target Area Goals Supported Fair Housing Needs Addressed Fair Housing Funding CDBG: $66,000 Description Inland Fair Housing Mediation Board will provide activities that will assist the City in furthering fair housing. Target Date 6/30/2020 Estimate the number and type of families that will benefit from the proposed activities This program will benefit approximately 3300 Low/Moderate Income Households/Tenants. Location Description Citywide Planned Activities IFHMB will provide investigation, education, conciliation, and/or referral of housing discrimination complaints free of charge in the City of San Bernardino. IFHMB offers workshops to educate housing providers, tenants, homeowners, and financial and lending institutions on fair housing laws. 2 Project Name CDBG - Program Income and Reprogrammed Fund Target Area Goals Supported Planning and Administration Needs Addressed Planning and Administration Funding CDBG: $501,872 Description Target Date 6/30/2020 Estimate the number and type of families that will benefit from the proposed activities Location Description Planned Activities 3 Project Name CDBG - Planning and Administration 33 OMB Control No: 2506-0117 (exp. 06/30/2018) 24.b Packet Pg. 937 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN Target Area Goals Supported Planning and Administration Needs Addressed Planning and Administration Funding CDBG: $673,282 Description The City will implement the goals and objectives of the Consolidated Plan by delivering a variety of housing and community development programs and activities. The City will also continue to comply with the planning and reporting requirements of the Consolidated Plan regulations and CDBG, HOME and ESG regulations. Annually, the City will monitor its use of CDBG, HOME and ESG funds to ensure effective and appropriate use of funds. Target Date 6/30/2020 Estimate the number and type of families that will benefit from the proposed activities Location Description Planned Activities Grant and Project Management 4 Project Name Section 108 Repayment Target Area Goals Supported Promote Economic Development Needs Addressed Promote Economic Development Funding CDBG: $706,868 Description Debt payment on Section 108 in order to pursue physical and economic revitalization that will provide jobs. Target Date Estimate the number and type of families that will benefit from the proposed activities Location Description Planned Activities Section 108 debt Repayment 5 Project Name Micro-Enterprise Program 34 OMB Control No: 2506-0117 (exp. 06/30/2018) 24.b Packet Pg. 938 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN Target Area Goals Supported Promote Economic Development Needs Addressed Promote Economic Development Funding CDBG: $23,755 Description Provide small business development training and support to income qualified clients who are wish to start their own small business. Target Date 6/30/2020 Estimate the number and type of families that will benefit from the proposed activities Location Description Planned Activities The program will partner with the Small Business Administration and the City’s Micro Enterprise program to provide Spanish language training for persons interested in launching a small business or expanding an existing small business. Through the City’s partnership with the “Emprendedores” program, the City will cross promote the services available through Workforce Development. 6 Project Name Affordable Housing (Ownership Projects) Target Area Goals Supported Improve Neighborhood Conditions Needs Addressed Improve Neighborhood Conditions Funding HOME: $701,786 Description Expand Home Ownership Opportunities Target Date 6/30/2020 Estimate the number and type of families that will benefit from the proposed activities Location Description Planned Activities 7 Project Name SF Owner Occupied Rehabilitation 35 OMB Control No: 2506-0117 (exp. 06/30/2018) 24.b Packet Pg. 939 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN Target Area Goals Supported Preserve and Rehabilitate Housing Needs Addressed Preserve and Rehabilitate Housing Funding HOME: $450,000 Description Target Date 6/30/2020 Estimate the number and type of families that will benefit from the proposed activities Location Description Planned Activities 8 Project Name Improve Public Facilities and Infrastructure Target Area Goals Supported Improve Facilities and Infrastructure Needs Addressed Improve Facilities and Infrastructure Funding CDBG: $2,218,377 Description The following parks will be funded for replacement of playground equipment in addition to rehabilitation of a swim center and concrete/ADA project Target Date Estimate the number and type of families that will benefit from the proposed activities Location Description Planned Activities 9 Project Name Citywide-ESG Activities/ESG Administration Target Area Goals Supported Provide Supportive Services Needs Addressed Provide Supportive Services 36 OMB Control No: 2506-0117 (exp. 06/30/2018) 24.b Packet Pg. 940 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN Funding ESG: $286,534 Description Assist homeless and special needs populations with supportive services. Funding for various Emergency Solutions Grant Program Projects to include Emergency Shelter, Rapid Rehousing, Homelessness Prevention, Street Outreach and HMIS costs. Target Date 6/30/2020 Estimate the number and type of families that will benefit from the proposed activities Location Description Planned Activities Activity will be available citywide. 10 Project Name HOME - Planning and Administration Target Area Goals Supported Needs Addressed Funding HOME: $127,976 Description Administration of the HOME program. City staff and consultants will manage various HOME funded programs; prepare financial documents, contracts and HUD reports. Target Date Estimate the number and type of families that will benefit from the proposed activities Location Description Planned Activities Grant and project management 37 OMB Control No: 2506-0117 (exp. 06/30/2018) 24.b Packet Pg. 941 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN AP-50 Geographic Distribution – 91.220(f) Description of the geographic areas of the entitlement (including areas of low-income and minority concentration) where assistance will be directed The City will use its funding for PY 2019-2020 to finance a variety of housing, community development, economic development, and capital improvement projects. The majority of the funding will be used to finance projects targeting low- to moderate-income individuals and families throughout the City. CDBG Benefit Service Areas are defined as geographic locations within the City of San Bernardino where 51 percent or more of the households in those areas are low- to moderate-income. The 2010 U.S. Census identified approximately 68.9 percent of the City consisted of households with low or moderate incomes. A map of the Low / Moderate Income Target Areas is attached to this document. (Appendix B) The City of San Bernardino has become increasingly diverse in its racial and ethnic makeup. (Appendix C) Over the past decades the City has seen a shift from a non-Hispanic, White majority to a Hispanic Origin majority. According to the U.S. 2010 Census, approximately 60 percent of the population is of Hispanic Origin, 19 percent is Non-Hispanic, White, 14.2 percent is Black, 3.8 percent is Asian and 2.9 percent is comprised of some “Other” race or ethnicity. Geographic Distribution Target Area Percentage of Funds Table 8 - Geographic Distribution Rationale for the priorities for allocating investments geographically The funding available under the 2015-2019 CONSOLIDATED PLAN may be used to meet a variety of community development and housing needs. As part of the development of the 2015-2019 CONSOLIDATED PLAN, the City established priority needs based on an in depth analysis of the several factors housing, homelessness, poverty, special needs, lead hazards, institutional structure, etc. The City will utilize its federal funding to pursue goals and objectives listed in the section “AP-20 Annual Goals and Objectives” of this document. Discussion The City of San Bernardino has not designated any Neighborhood Revitalization Strategy Areas (NRSA) within in the City. 38 OMB Control No: 2506-0117 (exp. 06/30/2018) 24.b Packet Pg. 942 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN Affordable Housing AP-55 Affordable Housing – 91.220(g) Introduction In accordance with the Housing Needs Assessment of the Consolidate Plan, housing problems within the City of San Bernardino include: 1) Units with physical defects; 2) overcrowded conditions; and 3) housing cost burden. The City will use CDBG and HOME funds to pursue two affordable housing goals: 1) Preserve and Rehabilitation Housing, 2) Expand Home Ownership Opportunities and 3) Provide Assistance to Renter Households. Preserve and Rehabilitate Housing Approximately 67 percent of San Bernardino’s housing stock is over 30 years old and potentially in need of rehabilitation. Many low- and moderate-income households, particular seniors and disabled, are unable to fund the necessary repairs to their homes. Expand Home Ownership Opportunities There is a need for affordable housing in San Bernardino. According to the City’s Consolidated Plan, 54 percent of all renter-households and 43 percent of all owner-households experience at least one housing problem. The most prevalent housing problems within the City is cost burden and overcrowded conditions. Families who pay more than 30 percent of their income for housing are considered cost burdened and may have difficulty affording necessities such as food, clothing, transportation and medical care. Overcrowded conditions exist when more people are living within a single dwelling than there is space for, so that movement is restricted, privacy is compromised and levels of stress increase. According to the City’s 2013-2021 Housing Element, approximately 51% of all San Bernardino households overpaid for housing. Ten percent of the ownership households and 21 percent of renter households lived in overcrowded conditions. Provide Assistance to Renter Households The City has a significant inventory of publicly assisted rental housing affordable to low-income households. Eighteen affordable rental housing developments in the City offer income/rent restricted housing for approximately 2,205 very low income households. Among these, 15 projects have subsidy contracts that are expiring during the next 10 years. These projects are technically considered at risk of 39 OMB Control No: 2506-0117 (exp. 06/30/2018) 24.b Packet Pg. 943 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN converting to market-rate housing. However, most of these projects are non-profit owned senior housing which will receive priority for rental of subsidy contracts with HUD. Therefore it is unlikely that the projects will convert to market-rate housing. Nonetheless, the City will periodically reach out to owners of assisted projects to understand their intentions for opting out of the Housing Choice Voucher Program or pursuing financial restructuring in order to extend the terms of affordability. The City also will continue to work with qualified Community Housing Development Organizations (CHDO) to acquire and construct or rehabilitate multifamily housing as long-term affordable housing for lower-income households. One Year Goals for the Number of Households to be Supported Homeless 55 Non-Homeless 3 Special-Needs 0 Total 58 Table 9 - One Year Goals for Affordable Housing by Support Requirement One Year Goals for the Number of Households Supported Through Rental Assistance 0 The Production of New Units 20 Rehab of Existing Units 38 Acquisition of Existing Units 0 Total 58 Table 10 - One Year Goals for Affordable Housing by Support Type 40 OMB Control No: 2506-0117 (exp. 06/30/2018) 24.b Packet Pg. 944 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN Discussion The table "One Year Goals for the Number of Households to be Supported" consists of 38 homeless persons assisted (at the Golden Apartments which will come online by December, 2018) and 3 new homeowners, for a total of 58 households supported. The "One Year Goals for the Number of Households to be Supported Through" consists of 20 new units (17 new units to be added at Golden Apartments) and 3 new ownership units, plus 21 rehabilitated units at Golden Apartments, for a total of 58 household supported through the production of new units and rehabilitation of existing units. 41 OMB Control No: 2506-0117 (exp. 06/30/2018) 24.b Packet Pg. 945 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN AP-60 Public Housing – 91.220(h) Introduction Public housing and other assisted housing programs are crucial elements of the City’s efforts to address affordable housing needs of low- and moderate-income families, senior citizens, disabled individuals, and other individuals. The City falls within the jurisdiction of the Housing Authority of the County of San Bernardino (HACSB). This agency administers the Housing Choice Voucher Program, which provides rental assistance to eligible residents of San Bernardino by providing monthly rental assistance to participants who want to rent from a private landlord, but cannot afford the full monthly rental payment. The Housing Choice Voucher program is funded by the U.S. Department of Housing and Urban Development (HUD). In 2017, the latest year for which data is available, HACSB provided 10,120 housing choice vouchers throughout San Bernardino County, assisting 23,472 individuals. Of those 10,120 housing choice vouchers, 2,669 were issued to San Bernardino City residents. The City will continue to support the efforts of HACSB in the administration of the Housing Choice Voucher and maximize the use of those funds and other resources in San Bernardino. Actions planned during the next year to address the needs to public housing To assist HACSB in addressing public housing needs, the City will do the following: Monitor At-Risk Units The City will maintain contact with the owners of at-risk units, encourage the owner to keep the at-risk units affordable and utilize, if feasible, local incentives to preserve any at-risk units. Support and Assist Local Non-Profit Organizations In order to develop or preserve the City’s affordable housing stock, the City will provide technical and/or financial assistance to local non-profit organizations that provide affordable housing. Actions to encourage public housing residents to become more involved in management and participate in homeownership The City does not own any public housing units, therefore has not undertaken efforts to encourage public housing residents to become more involved in the management of public housing units. However, the Housing Authority of the County of San Bernardino (HACSB) does undertake actions 42 OMB Control No: 2506-0117 (exp. 06/30/2018) 24.b Packet Pg. 946 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN to encourage public housing residents to contribute and paritcipate in the management and HACSB has a homeownership program for residents of public housing. As for homeownership opportunities, the City has initiated an Infill Housing Program that will acquire distressed properties within San Bernardino, rehabilitate them and sell them to income qualified homebuyers. The City will work with HACSB, to identify any households who may be eligible for the Housing Choice Voucher Program. If the PHA is designated as troubled, describe the manner in which financial assistance will be provided or other assistance The Housing Authority of the County of San Bernardino has not been designated as troubled. Actually it has a moving to work designation which is a designation that a limited number of PHAs across the country have. Discussion There is no discussion relative to the designation of the county PHA. 43 OMB Control No: 2506-0117 (exp. 06/30/2018) 24.b Packet Pg. 947 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN AP-65 Homeless and Other Special Needs Activities – 91.220(i) Introduction According to the San Bernardino County 2018 Homeless Count and Subpopulation Survey - Preliminary Report, 646 persons in the City of San Bernardino were homeless during the point-in-time (P-I-T) count conducted in January 25, 2018. A total of 137 individuals were sheltered, 176 were sheltered in transitional housing and 333 were unsheltered. To address this issue, the City will allocate approximately $255,743 in ESG funds to homeless service providers to who are skilled at transitioning homeless individuals and families from homelessness to permanent housing through a variety of activities including street outreach, homeless prevention, rapid re-housing, emergency shelter and essential services. Describe the jurisdictions one-year goals and actions for reducing and ending homelessness including Reaching out to homeless persons (especially unsheltered persons) and assessing their individual needs The City is an active member of the San Bernardino CoC and fully supports the goals and objectives of the San Bernardino County 10-Year Strategy to End Homelessness. To reach out to homeless persons and assess their individual needs, the City will continue to support the CoC’s coordinated entry system, 2-1-1 San Bernardino County. The Coordinated Entry System will provide people who are at imminent risk of becoming homeless (HUD Homeless definition (Category 2) with problem solving support to retain current housing or to locate get housing placement. The City will continue to use General Funds to support its Quality of Life Team, a public and private sector partnership tasked with addressing potential public health hazards within the community, including connecting homeless individuals who live in encampments with necessary support services. Additionally, through its ESG funds, the City is funding Step Up On Second, with the goal of reaching 200 homeless persons through street outreach, providing social service referrals to 75 of those 200 persons and facilitating the placement of 10% into permanent housing (20 homeless persons). Addressing the emergency shelter and transitional housing needs of homeless persons The City provides funds on an annual basis to a number of non-profit agencies that operate emergency shelters and/or transitional housing for the homeless. Emergency shelters provide the most basic needs of safe shelter and nourishment, as well as drop-in services, counseling, medical treatment, transportation assistance, referrals to mental health and social service agencies, and assistance with finding appropriate permanent housing. Transitional shelters provide housing and needed resources 44 OMB Control No: 2506-0117 (exp. 06/30/2018) 24.b Packet Pg. 948 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN (i.e., job training, money management, alcohol and drug rehabilitation, parenting classes, counseling) to help individuals and families re-establish independent living. These facilities also assist clients with finding permanent housing. Helping homeless persons (especially chronically homeless individuals and families, families with children, veterans and their families, and unaccompanied youth) make the transition to permanent housing and independent living, including shortening the period of time that individuals and families experience homelessness, facilitating access for homeless individuals and families to affordable housing units, and preventing individuals and families who were recently homeless from becoming homeless again The City of San Bernardino recognizes that homelessness is a regional issue that impacts every community in the region. As the largest community in the County, the City also serves as a hub for service providers. The City supports the efforts of this network of agencies in ending homelessness through the Regional Continuum of Care Strategy. The Continuum of Care Strategy involves four key components, one of which is homeless prevention. The provision of preventative services will decrease the number of households and individuals who will become homeless and require emergency shelters and assistance. The City seeks to prevent homelessness by funding emergency assistance for families and households at-risk of being homeless. Educating residents about available services is a key component in reducing homelessness. Based on the City’s discussions with homeless advocates and providers, permanent housing and support services are priorities for addressing the immediate needs of the homeless population. Providing emergency services without complementary transitional and permanent housing services creates a situation where the homeless remain in San Bernardino for services but are trapped in an emergency housing situation or lack shelter due to inadequate resources for transitional and permanent housing. The City will emphasize services providing transitional and permanent housing assistance through case management, life skills, rental support and job assistance for homeless families and individuals transitioning to permanent housing. Utilizing its HOME dollars, in FY 2017-18 the City funded the acquisition of the Golden Apartments, a 21- unit apartment complex that will be rehabilitated and converted into 38 one-bedroom apartments of supportive housing for homeless persons. The units are slated for completion and occupancy by FY 2018-19. As previously noted, many of the transitional housing programs assisted by the City include assistance with finding permanent housing. In addition, the County’s 10-Year Strategy for Ending Homelessness was recalibrated in 2013 to focus on a rapid re-housing approach that is also consistent with a Housing First Model. This approach is intended to minimize the amount a time an individual or family remains homeless or in shelters. The Housing First Model also focuses on homeless prevention by emphasizing 45 OMB Control No: 2506-0117 (exp. 06/30/2018) 24.b Packet Pg. 949 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN the need to keep individuals and families in their current housing if appropriate. Helping low-income individuals and families avoid becoming homeless, especially extremely low-income individuals and families and those who are: being discharged from publicly funded institutions and systems of care (such as health care facilities, mental health facilities, foster care and other youth facilities, and corrections programs and institutions); or, receiving assistance from public or private agencies that address housing, health, social services, employment, education, or youth needs. The City will continue to support the regional CoC’s efforts to implement the San Bernardino County 10- Year Strategy for Ending Homelessness. This plan includes a recommendation to focus on discharge planning in order to prevent people from becoming homeless when they are discharged from correctional, foster care, health care, or mental health care systems. The McKinney-Vento Act requires that State and local governments have policies and protocols in place to ensure that persons being discharged from a publicly-funded institution or system of care are not discharged immediately into homelessness. In order to meet HUD’s requirements, the 10-Year Strategy has established a Discharge Planning Committee to focus on improving coordination between discharge planning agencies, local government, and homeless service providers in order to implement a “zero tolerance” plan that will prevent persons being discharged into homelessness. Discussion The CoC’s coordinated entry system provides a single point of entry for people who are homeless to be screened and assessed for a range of CoC and City funded homeless programs, including emergency shelters, transitional housing, permanent supportive housing, and rapid rehousing services. All contracted service providers report outcomes based on the countywide outcome standards developed by the Behavioral Health Administration-Office of Homeless Services, in order to inform future adjustments to the service system. 46 OMB Control No: 2506-0117 (exp. 06/30/2018) 24.b Packet Pg. 950 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN AP-75 Barriers to affordable housing – 91.220(j) Introduction: The City recognizes that barriers to affordable housing exist and continues to employ strategies to overcome them. These added costs of housing can be contributed to: Lack of Affordable Housing Funds: The availability of funding for affordable housing has been severely affected by the dissolution of redevelopment agencies. Prior to 2012, redevelopment activities and funding was the City’s primary tool for assisting with neighborhood revitalization efforts and production of affordable housing. The loss of this funding represents a constraint for the City of San Bernardino’s efforts to continue to support neighborhood revitalization. Environmental Protection: State law (California Environmental Quality Act and California Endangered Species Act) and federal law (National Environmental Policy Act and Federal Endangered Species Act) regulations require environmental review of proposed discretionary projects (e.g., subdivision maps, use permits, etc.). Costs and time delay resulting from the environmental review process are also added to the cost of housing. Site Improvements: Many parts of San Bernardino are undeveloped and lack adequate pedestrian and automobile infrastructure to support new residential subdivisions. All new residential development is required to provide sidewalk with curbs and gutters and must be served by appropriate roadways consistent with the General Plan Circulation Element and adopted road development standards. The cost of these improvements increases the cost of development, but is necessary to facilitate pedestrian and vehicular access and movement in the City. Planning and Development Fees: Planning and development impact fees, such as for transportation, water, and sewer infrastructure improvements, often add to the overall cost of development. The City’s fees reflect the fair share of the costs of providing permitting, infrastructure, and services for new residences. Permit and Processing Procedures: Builders and developers frequently cite the cost of holding land during the evaluation and review process as a significant factor in the cost of housing. The City of San Bernardino’s development review process is designed to accommodate growth without compromising quality. Project quality is of critical concern, as the City faces challenges in securing foreclosed single- family homes and poorly maintained multifamily complexes. State and Federal Davis-Bacon Prevailing Wages: The State Department of Industrial Relations (DIR) expanded the kinds of projects that require the payment of prevailing wages. Prevailing wage adds to the overall cost of development. A prevailing wage must also be paid to laborers when federal funds are 47 OMB Control No: 2506-0117 (exp. 06/30/2018) 24.b Packet Pg. 951 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN used to pay labor costs for any project over $2,000 or on any multi-family project over eight units. Based on discussions with developers, various prevailing wage requirements typically inflate the development costs by 35 percent. Actions it planned to remove or ameliorate the negative effects of public policies that serve as barriers to affordable housing such as land use controls, tax policies affecting land, zoning ordinances, building codes, fees and charges, growth limitations, and policies affecting the return on residential investment The City undertook a major effort to eliminate constraints, with respect to land use regulations, by developing and adopting a new Development Code that unified and simplified the City’s development regulations and processes. That effort was followed by a reorganization of the City to unify the various development-related departments into a single Community Development Department and a one-stop permit counter. Moreover, the City is in the process of making the following additional amendments to the Municipal Code in order to further reduce barriers to affordable housing: 1. Corridor Improvement Program - The four Corridor Strategic Areas (Mount Vernon, E Street, Baseline, and Highland) are generally characterized by underperforming strip commercial, vacant or underutilized parcels, deteriorating structures, and inconsistent façades and signage. The Corridor Improvement Program is an optional package of policy, regulatory, and incentives intended to stimulate investment and development in the Corridor Strategic Areas. While the underlying land use designations and zones still apply, the property owner may request, and the City may choose to apply, aspects of the Corridor Improvement Program necessary to achieve the desired results. 2. General Lot Consolidation Incentive - Small, individual lots offer limited development potential, and generally cannot support onsite property management. Development opportunities could be increased through a small-lot consolidation program that offers a 15 percent density bonus for projects with a residential component that are committing to a maintenance plan and having on-site management. The City is anticipating amending the Development Code to incentivize lot Consolidation. Approval is anticipated in fiscal year 2018-19.. 3. Density Bonus Provisions - Density bonus projects can be an important source of housing for lower and moderate income households. The City anticipates amending the Development Code to reflect the latest amendments to State density bonus law. 4. Transitional and Supportive Housing - The City plans to amend the Development Code to adequately define transitional and permanent supportive housing and permit these uses based on unit type, in accordance with Senate Bill 2. 5. Streamlined Processing - The City is committed to continuing the streamlining of development activities and regulations and will continue to analyze potential programs that seek to eliminate land use constraints, particularly as related to the provision of new housing and rehabilitation of existing housing. The City amended its Development Code in 2012 to make it more user-friendly 48 OMB Control No: 2506-0117 (exp. 06/30/2018) 24.b Packet Pg. 952 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN and to minimize confusion for staff and the development community. As part of the Development Code update, the City also introduced a new streamlined type of Conditional Use Permit: the Minor Use Permit (MUP). The MUP is reviewed by the Development/Environmental Review Committee rather than the Planning Commission, which requires less staff time (and a relatively shorter process for developers), lower fees, and can be used in lieu of a CUP for certain qualified projects. Discussion: To address housing affordability and the lack of monetary resources for affordable housing, the Consolidated Plan calls for the investment of CDBG and/or HOME funds to preserve and rehabilitate housing units and provide homeownership opportunities to low and moderate-income households. For PY 2019-2020, the City will continue to fund its Infill Housing Program and Owner Occupied Residential Rehabilitation Program. Through the City’s Infill Housing Program, the City will acquire, rehabilitate vacant and/or underutilized parcels of land and create housing affordable to low- and moderate-income households. The Owner Occupied Residential Rehabilitation Program will provide deferred loans for the rehabilitation of single family units owned by low and moderate income households. Although the City no longer has access to redevelopment funds, the City will continue to leverage its CDBG and HOME funds to attract private and other available public resources, including land conveyed to the City for the purpose of creating affordable housing for low- and moderate- income households. 49 OMB Control No: 2506-0117 (exp. 06/30/2018) 24.b Packet Pg. 953 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN AP-85 Other Actions – 91.220(k) Introduction: Priority Needs established in the FY 2015 - 2019 Five-Year Consolidated Plan, which form the basis for establishing objectives and outcomes in the FY 2018-2019 One-Year Action Plan, are as follows: High Priority • Preserve and rehabilitate existing single-family dwellings. • Improve neighborhood conditions through code enforcement and neighborhood revitalization. • Expand homeownership opportunities and assist homebuyers with the purchase of affordable housing. • Assist homeless and special needs populations with supportive services. • Promote economic development and employment opportunities for low and moderate income persons. • Improve and expand existing community facilities and infrastructure to meet current and future needs. • Eliminate identified impediments to fair housing through education, enforcement, and testing. • Planning and administration Low Priority • Provide rental assistance and preserve existing affordable rental housing. Expand the affordable housing inventory through new construction. Actions planned to address obstacles to meeting underserved needs To address obstacles to meeting underserved needs, the City will allocate CDBG, uncommitted HOME and ESG funds through the 2018-2019 Action plan in projects that provide financing for the affordable housing development, housing rehabilitation, job creation, public facility/infrastructure improvements and homeless prevention. The City will also support HACSB’s efforts to obtain additional rental assistance funding, especially for seniors and lower-income households. Actions planned to foster and maintain affordable housing The City will invest HOME funds to expand the supply of affordable housing and will use CDBG and HOME funds to preserve and maintain existing affordable housing through the City of San Bernardino’s 50 OMB Control No: 2506-0117 (exp. 06/30/2018) 24.b Packet Pg. 954 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN Actions planned to reduce lead-based paint hazards To reduce lead-based paint hazards and in accordance, housing constructed prior to 1978 and assisted through the City of San Bernardino’s Owner Occupied Residential Rehabilitation Program will be tested for lead based paint hazards. If lead based-paint hazards are found, safe work practices or abatement procedures will be included in the scope of work for the rehabilitation of the housing unit. All procedures will be in compliance with 24 CFR Part 35. Actions planned to reduce the number of poverty-level families For PY 2019-2020, the City will support: • An Infill Housing Program that will acquire and rehabilitate/construct underutilized properties within the City and when complete sell these homes to low- and moderate income households • An Owner Occupied Residential Rehabilitation Program that will provide financial assistance to San Bernardino homeowners whose homes are in need of repair. • Micro Enterprise Program that will provide small business development training and support to income qualified clients who are wish to start their own small business. • Non-profit homeless service providers who can provide street outreach, rapid-rehousing, homeless prevention, emergency shelter, and other essential services to homeless and near- homeless persons and families. • The improvement of various park facilities within income-eligible areas of the City that provide recreational and support services to low- and moderate-income residents of the City. • The efforts of HACSB, who provides rental assistance to low-income households. • The efforts of the CoC, San Bernardino County Behavioral Health Administration, Office of Homeless Services and various Homeless Service Agencies to provider public and social services to residents living in poverty, including health services, counseling, educational programs, food distribution, academic and vocational training, youth services, and senior services. • The efforts of the City of San Bernardino Internship Program that provides eligible California State University - San Bernardino students the opportunity to work in various departments within the City organization. The program allows students to link theory with practice, and gain real world experience in the public sector. • The goals and objectives of San Bernardino County 10-Year Strategy to End Homelessness. • The CoC’s coordinated entry system, 2-1-1 San Bernardino County that provides people who are at imminent risk of becoming homeless with problem solving support to retain current housing or to locate another housing placement. The City will also continue to use General Funds to support its Quality of Life Team, a public and private sector partnership tasked with addressing potential public health hazards within the community, including connecting homeless individuals who live in encampments with necessary support services. 51 OMB Control No: 2506-0117 (exp. 06/30/2018) 24.b Packet Pg. 955 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN Actions planned to develop institutional structure During the next year, the San Bernardino Economic & Housing Development Department will continue consulting with and inviting a wide variety of agencies and organizations (i.e. CoC, HACSB National CORE, County of San Bernardino Community Development and Housing Agency, etc.) involved with the delivery of housing and social services to low- and moderate-income San Bernardino residents. Actions planned to enhance coordination between public and private housing and social service agencies During the next year, the San Bernardino Economic & Housing Development Department will continue consulting with a wide variety of agencies and organizations such as HACSB, County Workforce Development, County Department of Behavioral Health and County Office on Aging and Adult Services ( involved with the delivery of housing, supportive services and economic development to low- and moderate- income San Bernardino residents. Workforce Development, for example, provides job placement services for person in the County and also provides up to three months of paid on the job training and any equipment that an employee may require to carry their new job. In the realm of economic development, the City recently established a partnership with the Mexican Consulate’s “Emprendedores” program. The program partners with the Small Business Administration and the City’s Micro Enterprise program to provide Spanish language training for persons interested in launching a small business or expanding an existing small business. Through the City’s partnership with the “Emprendedores” program, the City will cross promote the services available through Workforce Development. Discussion: The implementation of the PY 2019-2020 Action Plan will invest federal resources to address obstacles to meeting underserved needs, foster and maintain affordable housing, reduce lead-based paint hazards, reduce the number of families living in poverty, develop institutional structure, and enhance coordination between public and private housing and social service agencies. 52 OMB Control No: 2506-0117 (exp. 06/30/2018) 24.b Packet Pg. 956 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN Program Specific Requirements AP-90 Program Specific Requirements – 91.220(l)(1,2,4) Introduction: In the implementation of programs and activities under the 2019-2020 Action Plan, the City of San Bernardino will follow all HUD regulations concerning the use of program income, forms of investment, overall low-and moderate-income benefit for the CDBG program and recapture requirements for the HOME program. Community Development Block Grant Program (CDBG) Reference 24 CFR 91.220(l)(1) Projects planned with all CDBG funds expected to be available during the year are identified in the Projects Table. The following identifies program income that is available for use that is included in projects to be carried out. 1. The total amount of program income that will have been received before the start of the next program year and that has not yet been reprogrammed 501,872 2. The amount of proceeds from section 108 loan guarantees that will be used during the year to address the priority needs and specific objectives identified in the grantee's strategic plan. 0 3. The amount of surplus funds from urban renewal settlements 0 4. The amount of any grant funds returned to the line of credit for which the planned use has not been included in a prior statement or plan 0 5. The amount of income from float-funded activities 0 Total Program Income: 501,872 Other CDBG Requirements 1. The amount of urgent need activities 0 2. The estimated percentage of CDBG funds that will be used for activities that benefit persons of low and moderate income.Overall Benefit - A consecutive period of one, two or three years may be used to determine that a minimum overall benefit of 70% of CDBG funds is used to benefit persons of low and moderate income. Specify the years covered that include this Annual Action Plan. 0.00% 53 OMB Control No: 2506-0117 (exp. 06/30/2018) 24.b Packet Pg. 957 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN HOME Investment Partnership Program (HOME) Reference 24 CFR 91.220(l)(2) 1. A description of other forms of investment being used beyond those identified in Section 92.205 is as follows: The City does not anticipate using other forms of investment beyond those identified in Section 92.205. 54 OMB Control No: 2506-0117 (exp. 06/30/2018) 24.b Packet Pg. 958 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN 2. A description of the guidelines that will be used for resale or recapture of HOME funds when used for homebuyer activities as required in 92.254, is as follows: HOME Recapture Provision If Buyer at any time during the Period of Affordability sells or transfers the Eligible Property, whether voluntarily or involuntarily due to foreclosure or other circumstance, the following provisions shall apply, pursuant to 24 C.F.R. Part 92.254: (a) If Buyer sells or transfers the Eligible Property within the first two years of the Period of Affordability, City shall recover from the Net Proceeds, if any, the entire amount of the HOME Subsidy, or such lesser amount as the Net Proceeds may permit to be recovered. The Net Proceeds are the sales price paid to Buyer minus repayment of loans that are superior in priority to this Affordable Housing Covenant and the Deed of Trust securing it, and any closing costs. (b) If Buyer sells or transfers the Eligible Property after occupying the Eligible Property for at least two years (24 months from the Delivery Date), City’s recovery from the Net Proceeds shall equal the amount of the HOME Subsidy, reduced by a percentage determined by dividing the number of Buyer’s full years of occupation of the Eligible Property by the number of years of the Period of Affordability, and multiplying the result by 100. In calculating recapture of the HOME subsidy only full 12-month periods of occupancy will be utilized in the calculation. For example, if Buyer sells or transfers the Eligible Property during the third year, before the completion of the full third year of a ten-year Period of Affordability, the percentage reduction of the amount of the HOME Subsidy to be recovered by City shall equal 20 percent: (2 years ÷ 10 years) × 100 = 20. Assuming sufficient Net Proceeds, City would recover 80 percent of the HOME Subsidy. If there were not sufficient Net Proceeds, City would recover 80 percent of Net Proceeds, whatever the amount. (c) In no event shall City’s recovery exceed the amount of the Net Proceeds. The City requires that its CHDO/subrecipients, who carry out HOME funded ownership programs, utilize the noted recapture provisions, which are part of the affordability covenant executed by the homeowner and recorded against the property. In its homeownership and single family rehabilitation programs the City utilizes the homeownership limits for the San Bernardino Metropolitan/FMR Area provided by HUD. 3. A description of the guidelines for resale or recapture that ensures the affordability of units acquired with HOME funds? See 24 CFR 92.254(a)(4) are as follows: Measured from the Delivery Date and determined based on the amount of the HOME Subsidy, as 55 OMB Control No: 2506-0117 (exp. 06/30/2018) 24.b Packet Pg. 959 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN follows: Amount of HOME Subsidy Period of Affordability Less than $15,000 5 years $15,000 to $40,000 10 years More than $40,000 15 years The City's affordability covenant requires that HOME units acquired with HOME funds remain affordable for the period noted based on the amount of HOME subsidy. The City requires that its CHDO/ubrecipients who carry out HOME funded ownership programs utilize the noted recapture provisions, which are part of the affordability covenant executed by the homeowner and recorded against the property. In its homeownership and single family rehabilitation programs the City utilizes the homeownership limits for the San Bernardino Metropolitan/FMR Area provided by HUD. 4. Plans for using HOME funds to refinance existing debt secured by multifamily housing that is rehabilitated with HOME funds along with a description of the refinancing guidelines required that will be used under 24 CFR 92.206(b), are as follows: The City will not be undertaking any refinancing of existing debt secured by multifamily housing that is rehabilitated with HOME funds. The City will not undertake the refinancing of single family units rehabilitated with HOME funds. With regard to eligible beneficiaries, the City will adhere to the requirements under 24 CFR 92.203 with regard to income determinations; 92.216 with respect to incomes of applicants; 92.253 with regard to tenant protections and selection and other HOME regulatory requirements that ensure beneficiaries are not precluded from participating in HOME funded programs. The City utilizes Notice of Funding Availability and Requests for Proposals to solicit applicaitons for funding under the HOME program. Solicitations for applications are conducted as funds are available for various programs and/or when contracts and renewal periods with applicants expire and new NOFAs and RPS are released. 56 OMB Control No: 2506-0117 (exp. 06/30/2018) 24.b Packet Pg. 960 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN Emergency Solutions Grant (ESG) Reference 91.220(l)(4) 1. Include written standards for providing ESG assistance (may include as attachment) See Attachment under Admin (AD-26). 2. If the Continuum of Care has established centralized or coordinated assessment system that meets HUD requirements, describe that centralized or coordinated assessment system. The Continuum of Care (CoC) is led by the County of San Bernardino, Department of Behavioral Services. The Coordinated Entry System, referred to as 211 San Bernardino County, is operated by the United Way of San Bernardino County and provides free and confidential information and referral service to persons in need of help connecting with various free or low cost health and human service providers. 211 San Bernardino County, is available 24 hours a day, 7 days a week by dialing 2-1-1 in San Bernardino County or by dialing the toll-free number at 1-888-435-7565. Bilingual staff is available to assist English and/or Spanish speaking callers. However, if another language is need, 211 San Bernardino County, utilizes a translation line that can assist in disseminating information in over 150 languages. 211 San Bernardino County is also available by going to http://211sb.org Within the City’s ESG written agreement, the Subrecipient must agree to coordinate and integrate, to the maximum extent practicable, ESG-funded activities with other programs targeted to homeless people in the area covered by the Continuum of Care or area over which the services are coordinated to provide a strategic, community-wide system to prevent and end homelessness. 3. Identify the process for making sub-awards and describe how the ESG allocation available to private nonprofit organizations (including community and faith-based organizations). The City of San Bernardino will competitively procure for services that will meet the goals and objectives of the City’s Consolidated Plan and San Bernardino Continuum of Care’s (CoC) 10-Year Plan to End Homelessness. The application review process has three phases. In the first phase, all applications are reviewed by the Economic & Housing Development Department staff for completeness and eligibility under the Federal program guidelines. Eligible programs and projects are then reviewed according to their contribution to the goals and objectives of the City’s approved Consolidated Plan and CoC’s 10-Year Plan to End Homelessness. Preference is given if a program has the ability to help the City meet federal program objectives and local priorities. Organizational capacity, experience, and past performance are also considered. 57 OMB Control No: 2506-0117 (exp. 06/30/2018) 24.b Packet Pg. 961 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN Based on this review, Economic & Housing Development Department staff prepares general funding recommendations. Lastly, a public hearing before City Council will be held to consider the 2018- 2019 Draft Annual Action Plan. The City Council adopts the Annual Action Plan, which acts as the CDBG, HOME and ESG program annual budget. Upon completion of this process, the City forwards the adopted Annual Action Plan to the U.S. Department of Housing and Urban Development for approval. 4. If the jurisdiction is unable to meet the homeless participation requirement in 24 CFR 576.405(a), the jurisdiction must specify its plan for reaching out to and consulting with homeless or formerly homeless individuals in considering policies and funding decisions regarding facilities and services funded under ESG. The City of San Bernardino attends and participates, on a quarterly basis, the Interagency Council on Homelessness (ICH). The ICH is a vital component of the San Bernardino County Homeless Partnership. The ICH serves as the policy making body of the Partnership and oversees the implementation of the 10-Year Strategy to End Homelessness in San Bernardino County. The ICH will focus on resource development to insure the funding of homeless projects and 10-Year Strategy recommendations. In addition, ICH serves as the HUD-designated primary decision-making group and oversight board of the City of San Bernardino & County (hereinafter referred to as the “geographic area”) Continuum of Care for the Homeless (CA-609) funding process, (hereinafter referred to as the “CoC”). There are currently former homeless individuals that participate in the policy making decisions of the CoC, regarding facilities or services that receive ESG funding from the City. The ICH is charged with directing, coordinating and evaluating all of the activities related to implementation of the 10-Year Strategy to End Homelessness. The ICH members are directed to report progress on the implementation of the 10-Year Strategy to their colleagues and constituents following each meeting of the ICH. The ICH will promote collaborative partnerships among homeless providers and stakeholders throughout San Bernardino County in order to carry out implementation activities and will develop resources to insure the funding of homeless projects and 10-Year Strategy recommendations. As the oversight board of the CoC, the ICH duties are: 1. To ensure that the CoC is meeting all of the responsibilities assigned to it by the United States Department of Housing and Urban Development (HUD) regulations including: a. The operation and oversight of the local CoC; b. Designation and operation of a Homeless Management Information System (HMIS); i. Designate a single HMIS for the geographic area; ii. Designate an eligible applicant to manage the CoC’s HMIS, which will be known as the HMIS Lead; iii. Ensure consistent participation of recipients and sub-recipients of CoC and Emergency Solutions Grant (ESG) funding in the HMIS. iv. Ensure the HMIS is administered in compliance with all requirements prescribed by HUD. c. The development of a CoC plan that 58 OMB Control No: 2506-0117 (exp. 06/30/2018) 24.b Packet Pg. 962 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN includes outreach, engagement, assessment, annual gap analysis of the homeless needs and services available, prevention strategies, shelter and housing supportive services, and HUD CoC annual and biennial requirements; 2. To represent the relevant organizations and projects serving homeless subpopulations; 3. To support homeless persons in their movement from homelessness to economic stability and affordable permanent housing within a supportive community; 4. To be inclusive of all the needs of all of geographic area’s homeless population, including the special service and housing needs of homeless sub-populations; 5. To facilitate responses to issues and concerns that affect the agencies funded by the CoC that is beyond those addressed in the annual CoC application process; 6. To consult with recipients and sub-recipients of CoC funding to establish performance targets appropriate for population and program type, monitor recipient and sub- recipient performance, evaluate outcomes, and take action against poor performers; and 7. To evaluate outcomes of projects funded under the County of San Bernardino CoC program including the ESG. 5. Describe performance standards for evaluating ESG. ESG Subrecipients must demonstrate the financial management and programmatic expertise to successfully develop, design, implement, and monitor the ESG-funded activities. ESG Subrecipients must participate in HMIS and be able to meet all federal, State of California, and City of San Bernardino requirements relative to the ESG program, specifically those concerning equal opportunity and fair housing, affirmative marketing, environmental review, displacement, relocation, acquisition, labor, lead-based paint, conflict of interest, debarment and suspension, and flood insurance. Under the City ESG agreement, ESG Subrecipient are required to conduct an initial evaluation to determine the eligibility of each individual or family’s eligibility for ESG assistance and the amount and types of assistance the individual or family needs to regain stability in permanent housing. 59 OMB Control No: 2506-0117 (exp. 06/30/2018) 24.b Packet Pg. 963 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN APPENDIX A PROOF OF PUBLICATION DRAFT FY 2019-2020 ANNUAL ACTION PLAN 60 OMB Control No: 2506-0117 (exp. 06/30/2018) 24.b Packet Pg. 964 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN 61 OMB Control No: 2506-0117 (exp. 06/30/2018) 24.b Packet Pg. 965 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN 62 OMB Control No: 2506-0117 (exp. 06/30/2018) 24.b Packet Pg. 966 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN 63 OMB Control No: 2506-0117 (exp. 06/30/2018) 24.b Packet Pg. 967 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN 64 OMB Control No: 2506-0117 (exp. 06/30/2018) 24.b Packet Pg. 968 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN APPENDIX B 65 OMB Control No: 2506-0117 (exp. 06/30/2018) 24.b Packet Pg. 969 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN Map of Low- to Moderate-Income Areas Within the City of San Bernardino ON PAGES 67 – 71 66 OMB Control No: 2506-0117 (exp. 06/30/2018) 24.b Packet Pg. 970 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN 67 OMB Control No: 2506-0117 (exp. 06/30/2018) 24.b Packet Pg. 971 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN 68 OMB Control No: 2506-0117 (exp. 06/30/2018) 24.b Packet Pg. 972 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN 69 OMB Control No: 2506-0117 (exp. 06/30/2018) 24.b Packet Pg. 973 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN 70 OMB Control No: 2506-0117 (exp. 06/30/2018) 24.b Packet Pg. 974 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN 71 OMB Control No: 2506-0117 (exp. 06/30/2018) 24.b Packet Pg. 975 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN APPENDIX C CITY OF SAN BERNARDINO ETHNIC AND RACIAL COMPOSITION MAP Figure 2: Minority Concentration - Hispanic 72 OMB Control No: 2506-0117 (exp. 06/30/2018) 24.b Packet Pg. 976 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN APPENDIX C CITY OF SAN BERNARDINO ETHNIC AND RACIAL COMPOSITION MAP Figure 3: Minority Concentration – Black 73 OMB Control No: 2506-0117 (exp. 06/30/2018) 24.b Packet Pg. 977 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN APPENDIX C CITY OF SAN BERNARDINO ETHNIC AND RACIAL COMPOSITION MAP Figure 4: Minority Concentration - Asian 74 OMB Control No: 2506-0117 (exp. 06/30/2018) 24.b Packet Pg. 978 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN APPENDIX D CITY OF SAN BERNARDINO APPLICATION FOR FEDERAL ASSISTANCE (SF 424 & SF 424D) ON PAGES 76 – 90 75 OMB Control No: 2506-0117 (exp. 06/30/2018) 24.b Packet Pg. 979 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN 76 OMB Control No: 2506-0117 (exp. 06/30/2018) 24.b Packet Pg. 980 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN 77 OMB Control No: 2506-0117 (exp. 06/30/2018) 24.b Packet Pg. 981 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN 78 OMB Control No: 2506-0117 (exp. 06/30/2018) 24.b Packet Pg. 982 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN 79 OMB Control No: 2506-0117 (exp. 06/30/2018) 24.b Packet Pg. 983 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN 80 OMB Control No: 2506-0117 (exp. 06/30/2018) 24.b Packet Pg. 984 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN 81 OMB Control No: 2506-0117 (exp. 06/30/2018) 24.b Packet Pg. 985 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN 82 OMB Control No: 2506-0117 (exp. 06/30/2018) 24.b Packet Pg. 986 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN 83 OMB Control No: 2506-0117 (exp. 06/30/2018) 24.b Packet Pg. 987 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN 84 OMB Control No: 2506-0117 (exp. 06/30/2018) 24.b Packet Pg. 988 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN CDBG 85 OMB Control No: 2506-0117 (exp. 06/30/2018) 24.b Packet Pg. 989 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN 86 OMB Control No: 2506-0117 (exp. 06/30/2018) 24.b Packet Pg. 990 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN ESG 87 OMB Control No: 2506-0117 (exp. 06/30/2018) 24.b Packet Pg. 991 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN 88 OMB Control No: 2506-0117 (exp. 06/30/2018) 24.b Packet Pg. 992 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN HOME 89 OMB Control No: 2506-0117 (exp. 06/30/2018) 24.b Packet Pg. 993 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN 90 OMB Control No: 2506-0117 (exp. 06/30/2018) 24.b Packet Pg. 994 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN APPENDIX E CITY OF SAN BERNARDINO FEDERAL CERTIFICATIONS ON PAGES 92 – 99 91 OMB Control No: 2506-0117 (exp. 06/30/2018) 24.b Packet Pg. 995 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN 92 OMB Control No: 2506-0117 (exp. 06/30/2018) 24.b Packet Pg. 996 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN 93 OMB Control No: 2506-0117 (exp. 06/30/2018) 24.b Packet Pg. 997 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN 94 OMB Control No: 2506-0117 (exp. 06/30/2018) 24.b Packet Pg. 998 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN 95 OMB Control No: 2506-0117 (exp. 06/30/2018) 24.b Packet Pg. 999 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN 96 OMB Control No: 2506-0117 (exp. 06/30/2018) 24.b Packet Pg. 1000 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN 97 OMB Control No: 2506-0117 (exp. 06/30/2018) 24.b Packet Pg. 1001 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN 98 OMB Control No: 2506-0117 (exp. 06/30/2018) 24.b Packet Pg. 1002 CITY OF SAN BERNARDINO DRAFT FY 2019-2020 ACTION PLAN 99 OMB Control No: 2506-0117 (exp. 06/30/2018) 24.b Packet Pg. 1003 EXHIBIT B FISCAL YEAR 2019-2020 DRAFT ACTION PLAN ACTIVITY RECOMMENDATIONS Activity CDBG Requested CDBG Staff Recommended CDBG Ad Hoc Committee Recommended ESG HOME 2019 Grant Fund Allocation 3,366,410$ 3,366,410$ 3,366,410$ 286,534$ 1,279,762$ Program Income and Reprogrammed Fund 501,872$ 226,872$ 226,872$ Administration (maximum available)673,282$ 673,282$ 673,282$ 21,490$ 127,976$ Section 108 Repayment 706,868$ 706,868$ 706,868$ Micro-enterprise 23,755$ 23,755$ 23,755$ Fair Housing (IFHMB)1 66,000$ 66,000$ 66,000$ Arrowhead Grove – Phase 2 & 32 180,000$ 180,000$ 180,000$ Affordable Housing (Ownership Projects) TBD 701,786$ SF Owner Occupied Rehabilitation 450,000$ CDBG Program Total 1,649,905$ 1,649,905$ 1,649,905$ Public Facilities Projects Jerry Lewis Swim Center 443,377$ 443,377$ 443,377$ Meadowbrook Fields 182,000$ 182,000$ 182,000$ Lytle Creek Park 210,000$ 210,000$ 210,000$ Wildwood Park 215,000$ 215,000$ 215,000$ Harrison Canyon 210,000$ 210,000$ 210,000$ Speicher 183,000$ 183,000$ 183,000$ Lytle Creek Park Community Center - Roof replaceme 275,000$ 275,000$ 275,000$ Concrete/ADA Project 500,000$ 500,000$ 500,000$ Public Facilities Projects Total 2,218,377$ 2,218,377$ 2,218,377$ -$ -$ Lutheran Social Services (LSS)45,366$ Community Action Partnership (CAPS)52,877$ -$ Time for Change Foundation -$ Family Services Association (FSA)49,500$ Step Up on Second 83,000$ The Salvation Army 34,301$ Total Requested 3,868,282$ 3,868,282$ 3,868,282$ 286,534$ 1,279,762$ 1Required for all jurisdictions receiving CDBG funds. 2Under Resolution No. 2018-6, the City committed to pledge $179,723 of CDBG funds to this project. 24.cPacket Pg. 1004 EXHIBIT B FISCAL YEAR 2019-2020 DRAFT ACTION PLAN ACTIVITY RECOMMENDATIONS 24.cPacket Pg. 1005 Draft HUD FY 2019-2020 Annual Action Plan Community & Economic Development Department Mayor and City Council Meeting May 15, 2019 24.dPacket Pg. 1006 What is an Annual Action Plan? •It is a planning document required of all jurisdictions that receive federal grants from the Department of Housing and Urban Development (HUD). •It specifies how priority needs and goals will be met for each year of the 5-year planning document known as the Consolidated Plan. •It details the proposed uses for the federal grants received by the City. 2 24.dPacket Pg. 1007 Federal Grants Received by the City •Community Development Block Grant (CDBG) funds must be used to benefit low and moderate income persons. •HOME Investment Partnerships Program (HOME) funds for the provision of affordable housing for low-income households. •Emergency Solutions Grant (ESG) funds for homeless prevention, emergency shelter, and rapid re-housing of homeless persons. 3 24.dPacket Pg. 1008 FY 2019-2020 Activity Recommendations 4 Activity CDBG Requested CDBG Staff Recommended CDBG Ad Hoc Committee Recommended ESG HOME 2019 Grant Fund Allocation $ 3,366,410 $ 3,366,410 $ 3,366,410 $ 286,534 $ 1,279,762 Program Income and Reprogrammed Fund $ 501,872 $ 226,872 $ 226,872 Administration (maximum available) $ 673,282 $ 673,282 $ 673,282 $ 21,490 $ 127,976 Section 108 Repayment $ 706,868 $ 706,868 $ 706,868 Micro-enterprise $ 23,755 $ 23,755 $ 23,755 Fair Housing (IFHMB)1 $ 66,000 $ 66,000 $ 66,000 Arrowhead Grove – Phase 2 & 32 $ 180,000 $ 180,000 $ 180,000 Affordable Housing (Ownership Projects) TBD $ 701,786 SF Owner Occupied Rehabilitation $ 545,344 CDBG Program Total $ 1,649,905 $ 1,649,905 $ 1,649,905 Public Facilities Projects Jerry Lewis Swim Center $ 443,377 $ 443,377 $ 443,377 Meadowbrook Fields $ 182,000 $ 182,000 $ 182,000 Lytle Creek Park $ 210,000 $ 210,000 $ 210,000 Wildwood Park $ 215,000 $ 215,000 $ 215,000 Harrison Canyon $ 210,000 $ 210,000 $ 210,000 Speicher $ 183,000 $ 183,000 $ 183,000 Lytle Creek Park Community Center - Roof replacement $ 275,000 $ 275,000 $ 275,000 Concrete/ADA Project $ 500,000 $ 500,000 $ 500,000 Public Facilities Projects Total $ 2,218,377 $ 2,218,377 $ 2,218,377 $ - $ - Lutheran Social Services (LSS) $ 45,366 Community Action Partnership (CAPS) $ 52,877 $ - Time for Change Foundation $ - Family Services Association (FSA) $ 49,500 Step Up on Second $ 83,000 The Salvation Army $ 34,301 Total Requested $ 3,868,282 $ 3,868,282 $ 3,868,282 $ 286,534 $ 1,279,762 1Required for all jurisdictions receiving CDBG funds. 2Under Resolution No. 2018-6, the City committed to pledge $179,723 of CDBG funds to this project. 24.dPacket Pg. 1009 5 FY ’18 -19 CDBG Funded Capital Improvements Delmann Heights Park - BEFORE – Playground Equipment Replacement 24.dPacket Pg. 1010 FY ’18 -19 CDBG Funded Capital Improvements 6 Delmann Heights Park – AFTER – Playground Equipment Replacement 24.dPacket Pg. 1011 7 FY ’18 -19 CDBG Funded Capital Improvements La Plaza Park - BEFORE Picture - Playground Equipment Replacement 24.dPacket Pg. 1012 FY ’18 -19 CDBG Funded Capital Improvements 8 La Plaza Park - AFTER – Playground Equipment Replacement 24.dPacket Pg. 1013 9 FY ’18 -19 CDBG Funded Capital Improvements Jack Reily Park - BEFORE – Playground Equipment Replacement 24.dPacket Pg. 1014 10 FY ’18 -19 CDBG Funded Capital Improvements Jack Reily Park - AFTER – Playground Equipment Replacement 24.dPacket Pg. 1015