HomeMy WebLinkAboutCC RESO 2018-700
RESOLUTION I NO. 2018 — 70
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF NATIONAL CITY
AUTHORIZING THE FILING OF ELEVEN (11) GRANT APPLICATIONS
THROUGH THE SAN DIEGO ASSOCIATIONS OF GOVERNMENTS' (SANDAL)
ACTIVE TRANSPORTATION GRANT PROGRAM (ATGP) AND SMART GROWTH
INCENTIVE PROGRAM (SLIP), ACCEPTING THE TERMS OF THE GRANT
AGREEMENTS, AND COMMITTING TO PROVIDE THE LOCAL MATCH AMOUNTS
IDENTIFIED FOR EACH PROJECT IF GRANT AWARDS ARE MADE BY SANDAG,
AND AUTHORIZING THE CITY MANAGER OR DESIGNEE TO EXECUTE
THE GRANT AGREEMENTS IF SELECTED FOR FUNDING
WHEREAS, S, $27 million of TransNet funding for Smart Growth Incentive Program
(SLIP) projects is available to local jurisdictions and the County of San Diego from Fiscal Years
2017-2019, and up to 1 million of the SGIP funding is available for the preparation of Climate
Action Plans (CAPS) and Complete Streets (CS) Policies; and
WHEREAS, $36 million of T a sNet and Transportation Development Act (TDA)
funding for Active Transportation Grant Program (ATGP) projects is available to local
jurisdictions and the County of San Diego from Fiscal Years 2017-2019; and
WHEREAS, S, City of National City wishes to receive grant funding from SANDAG;
and
WHEREAS, S, the City of National City understands that in order to be eligible to
receive grant funds for SGIP and ATGP projects, jurisdictions must have an adopted CAP and
CS Policy (or the equivalent) in place before grant funds will be disbursed; and
WHEREAS, the City of National City certifies that it adopted a CAP in a public
meeting on January 24, 2012 that includes measures to reduce greenhouse gas (GHG)
emissions to 1990 levels by 2020 and achieves further reductions beyond 2020 consistent with
adopted regional or local GHG emissions reduction targets; and
WHEREAS, the City of National City certifies that it adopted a CS Policy or the
equivalent (such as policies in the General Plan or other documents adopted by the local
jurisdiction) in a public meeting on January 24, 2012 that is consistent with the California
Complete Streets Act.
NOW, THEREFORE, I E, BE IT RESOLVED that the City Council of the City of
National City hereby submits the following grant application(s) to SANDAG.
8th St Transit Center Mobility
Hub
24th St Transit Oriented
Development Overlay
$560,000
Resolution No. 2018 70
—
Page Two
Program :
Project Name: :
:
Total
Request
Matching.:
Funds
t
:(Grant
Project
:
nt:
rGrant
ATGP
Capita
Non-
National City Bicycle Parking
Enhancements
$62,500
$50,000
$12,500
ATGP Capital
Citywide Bicycle Wayfinding
$827,800
$826,800
1,0 0
ATGP Capital
Division Street
Avenue to
Bicycle Improvements
— Euclid
Harbison Avenue
$412,000
$312,000
$00 $100,000
SGIP
Capital
Highland Ave Mobility Mini-
Hubs
$1,864,665
$1,863,665
$1,000
ATGP Capital
National City Boulevard Inter-
City Bike Connection
$395,001
$394,001
$1,000
SGIP
Capital
Roosevelt Avenue Corridor
Smart Growth Revitalization
Plan
$2,705,000
$2,080,000
$625,000
SGIP
Capital
Sweetwater Road Protected
Bikeway
$2,778,906
$2,500,000
$278,906
ATGP
Capital
Non-
Waterfront-Homefront
Connectivity Study
$220,000
$198,000
$22,000
SGIP
Capital
Wayfinding and Urban Trails
$1,377,948
$1,376,948
$1,000
BE IT FURTHER RESOLVED that, if a grant award is made by SANDAG to fund
these projects, the City Council of the City of National City commits to providing the total match
amounts identified per project.
BE IT FURTHER RESOLVED that, if a grant award is made by SANDAG, the
City Council of the City of National City hereby authorizes the City Manager or appointed
designee to accept the grant funds, execute the grant agreement(s) with no exceptions in
substantially the same form as attached, and complete the project(s).
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Resolution No. 2018 — 70
PagTwo
PASSED and ADOPTED this 15th day of May, 2018.
Morrison, ayor
ATTEST:
eti
Mithael R. Dalla, City Clerk
APPROVED AS TO FORM:
Angis-Jones
i ttorney
Passed and adopted by the Council of the . •Cit of N. ational Cityt California on
May 15 2018 by the following vote, to -wit:
Ayes: Counclimembers Can°, Menthvil, Morrison,Rios, Sotelo-Solis,
Nays: None.
Absent: None,
Abstain: Nono.
AUTHENTIPATED.
erk1�fthCityNatbona1 City, California
Deputy
ERTIFY that the fore oing is a full, true and
ION NO. 2018-70 of the ational City, California, pass
ncil of said City a.
By:
copy of
adopted
City Clor ity bfNtnaICfty California
Deputy
GRANT AGREEMENT TEMPLATE for Information Only
SELECT APPLICABLE PROGRAM:
TransNet SMART GROWTH INCENTIVE PROGRAM — CAPITAL l' PLANNING
OR TransNet SMART GROWTH INCENTIVE PROGRAM — CLIMATE ACTION PLAN
OR TransNet SMART GROWTH INCENTIVE PROGRAM COMPLETE STREETS POLICY
OR TransNet ACTIVE TRANSPORTATION GRANT PROGRAM — CAPITAL I NON -CAPITAL
FOURTH FUNDING CYCLE
GRANT AGREEMENT AGREEMENT NUMBER BETWEEN
THE SAN DIEGO ASSOCIATION OF GOVERNMENTS AND
INSERT JURISDICTION NAME
REGARDING INSERT FULL PROJECT TITLE
THIS GRANT AGREEMENT Agreement Number (Agreement) is made this Day day of
Month, 2018, by and between the San Diego Association of Governments, 401 B Street, Suite 800,
San Diego, California, hereinafter referred to as SANDAG, and the Grant Recipient and Address,
hereinafter referred to as Grantee. SANDAG and Grantee are hereinafter collectively referred to as
the Parties. This agreement expires on Month Day, Year.
Note to Grant Recipient: This Agreement Template covers provisions for the Smart Growth incentive
Program (SLIP) - Capital and Planning; SGIP Climate Action Plan 'CAP): SLIP - Complete Streets
Policy, and Active Transportation Grant Program 'TGPP - Capital and Non -Capital grant programs.
Prior to contract execution, the Grant Agreement will be tailored to reflect the applicable grant
program.
The following recitals are a substantive part of this Agreement:
Smart Growth Incentive Program, SGIP-Climate Action Plan Grant Program, and SGIP-Complete
Streets Policy Grant Program Recitals:
A. The SANDAL Board of Directors allocates funds under the TransNet local sales tax program to
support local transportation -related infrastructure projects in the San Diego region through a
competitive process.
B. The TransNet Extension Ordinance contains provisions to fund th.e Smart Growth Incentive
Program (SLIP) for which funding began on April 1, 2008. The SGIP encompasses projects that
better integrate transportation and land use and recognizes the comprehensive effort to
integrate smart growth place making., access to transit, and environmental justice.
C. In January 2010, the SANDAG Board of Directors approved Board Policy No. 035: Competitive
Grant Program Procedures, which is included as Attachment B. This Grant Award, Agreement
and the Grantee's performance thereunder are subject to Board Policy No. 35, which includes
multiple "use it or lose it" provisions.
D. On December 15, 2017, SANDAG issued a call for projects from local jurisdictions in
San Diego County wishing to apply for a portion of the TransNet SGIP funds for use on capital
improvement and planning projects meeting certain criteria, and authorizing up to 1 million
CF Re Date: December 7 5, 2017
from the SGIP to be used for the development of climate action plans and complete streets
policies through two new subprograms.
E. On Month, Day, Year, the SANDAG Board of Directors approved a list of recommended SGIP,
SGiP-Climate Action Plan, or SGIP-Complete Streets projects for the fourth competitive grant
cycle, and one of those projects is the subject of this Agreement. The Scope of Work, Project
Schedule, and Approved Project Budget are included as Attachment A.
Grantee's Project is funded with dollar amount in TransNet SGIP funds and is included in the
Regional Transportation Improvement Plan (RTIP). TheTransNet MPO ID for the Project is
ID number.
G. The purpose of this Agreement is to establish the terms and conditions for SANDAG to
provide Grantee with funding to implement the Project.
H. Although SANDAG will be providing financial assistance to Grantee to support the Project,
SANDAG will not take an active role or retain substantial control of the Project. Therefore,
this Agreement is characterized as a funding agreement ratherthan a cooperative agreement.
I. Grantee understands that TransNet funds derive from retail transactions and use tax revenues
which fluctuate. The SANDAG funding commitment to SGIP Projects, including this Project, is
subject to these fluctuations, which may impact funding availability for this Project.
Active Transportation Grant Program Recitals:
A. The SANDAG Board of Directors allocates funds under the TransNet local sales tax program
and the Transportation Development Act (TDA) to support local bicycle and pedestrian
transportation projects in the San Diego region through a competitive process.
B. The TransNet Extension Ordinance contains provisions to fund the Bicycle, Pedestrian, and
Neighborhood Safety Program (BPNSP) for which funding began on July 1, 2008. The BPNSP
encompasses bicycle and pedestrian travel projects and recognizes the comprehensive effort
to integrate smart growth place making, access to transit and environmental justice.
C. Article 3 of the TDA provides funding for Bicycle and Pedestrian Facilities and Programs.
D. Together the TransNet BPNSP and TDA Article 3 funding are commonly referred to as the
SANDAG TransNet Active Transportation Grant Program (ATGP).
E. In January 2010, the SANDAG Board of Directors approved Board Policy No. 035: Competitive
Grant Program Procedures, which is included as Attachment B. This Grant Award, Agreement
and the Grantee's performance thereunder are subject to Board Policy No. 035, which includes
multiple "use it or lose it" provisions.
F. On December 15, 2017, SANDAG issued a call for projects from local jurisdictions in
San Diego County wishing to apply for SANDAG ATGP funds for use on capital improvement
and planning projects meeting certain criteria.
On 'Month, Day, Year, the SANDAL Board of Directors approved a list of recommended ATGP
projects for the fourth competitive grant cycle, and one of those projects is the subject of this
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CFP Re/cs se Date: Decomber 7 5 2017
Agreement. The Scope of Work, Project Schedule, and Approved Project Budget are included
as Attachment A.
H. The SANDAL Board of Directors approved programming of approximately $3.6 million in TDA
funds n -}' r i by Resolution Number R-gf,,:
xy
Grantee's
Project is fundedv�th ._�_ �':"in ATGP funds, which includes, -.'�.. _I.`_ .
-_
in TransNet BPNISP funds and is included in the Regional Transportation Improvement Plan
ITT I P and
in rrydTDA funds. The TransNet MPO ID for the ju
N s I ,�` a n d
the TDA Claim Number is
d h f
,,..,
J. The purpose of this Agreement is to establish the terms and conditions for SANDAG to
provide Grantee with funding to implement the Project.
K. Although SANDAG will be providing financial assistance to Grantee to support the Project,
SANDAG will not take an active role or retain substantial control of the Project. Therefore,
this Agreement is characterized as a funding agreement rather than a cooperative agreement.
L. Grantee understands that TransNet funds derive from retail transactions and use tax revenues
which fluctuate. A DA 's funding commitment to ATGP Projects, including this Project, is
subject to these fluctuations, which may impact funding availability for this Project.
I. GRANT AWARD
A. The total amount payable to Grantee pursuant to this Agreement by SANDAG shall be the
proportion of actual Project costs allocated to grant funding in the Approved Project Budget
and shall not exceed the grant award of}tr:,
B. It is agreed and understood that this Agreement fund limit is a ceiling and that SANDAG will
only reimburse the allowable cost of services actually rendered as authorized by SANDAG at
or below that fund limitation established herein.
II. APPROVED PROJECT BUDGET
Except to the extent that SANDAG determines otherwise in writing, the Grantee agrees as follows:
The Grantee and SANDAG have agreed to a Project budget that is designated the "Approved
Project Budget" The Grantee and/or third -party contractor(s) will incur obligations and make
disbursements of Project funds only as authorized by the Approved Project Budget. An amendment
to the Approved Project Budget requires the issuance of a formal amendment to the Agreement
per Board Policy No. 035, unless the re -allocation of funds among budget items or fiscal years does
not increase the total amount of the funding awarded for the Project, does not negatively impact
the benefits obtained from the Project, and is consistent with applicable laws, regulations, and
policies. Prior written SANDAG Project Manager approval is required for transfers of funds between
approved project budget line items.
III. MATCHING FUNDS
Grantee agrees to provide matchin funds in an amount of :� r°F�-t-:�
- �.�� ����:�r i;{� � percent of the actual cost
estimated �}sm� _ � ��. _
of the Project, to be z.�' t r+f'} based on theApproved Project Budget. If theactual
�1��. _r� A r gct u l
cost of the Project exceeds the Project budget, Grantee is responsible for 100 percent of the actual
cost greater than the budgeted cost.
3
CFP Release Date: December 75, 2077
A. Availability of Grant Funding
Except where expressly allowed in writing herein, reimbursement of credits for local matching
funds will be made or allowed only for work performed on and after the Notice to Proceed
date and prior to the termination date of this Agreement, unless expressly permitted by
SANDAG, in writing.
B. Reduction of Matching Funds
The Grantee agrees that no refund of, or reduction in, the amount of matching funds may be
made unless a reduction of the proportional share of the grant funding provided under this
Agreement also is made to SANDAL.
1 Prompt Payment of Matching Funds
The Grantee agrees to complete all proceedings necessary to provide its share of the Project
costs at or before the time the matching funds are needed for Project costs. The Grantee
agrees to provide not less than its required match amount of Project costs on a proportional
basis as Project costs are incurred and coinciding with usual invoicing. Each of Grantee's
invoices must include its proportional matching fund contribution, along with supporting,
descriptive and/or explanatory documentation for the matching funds provided such that the
Grantee maintains a cumulative match percentage no less than the required match
percentage as specified above.
IV. PROJECT MANAGERS
Grantee's Project Manager is
lr.
The SANDAG Project Manager is Tracy Ferchaw.
Project manager continuity and experience is deemed essential in Grantee's ability to carry out the
project in accordance with the terms of this Agreement. Grantee shall not change the project
manager without first providing written notice to SANDAG.
V. NOTICE
All notices required to be given, by either party to the other, shall be deemed fully given when
made in writing and received by the parties at their respective addresses:
San Diego Association of Governments
Attention: Tracy Ferchaw
401 B Street, Suite 800
San Diego, CA 92101
Grantee:
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CFP Release Date: December 7 5, 2017
i
VI. PROJECT IMPLEMENTATION
A. General
The Grantee agrees to carry out the Project as follows:
1, Project Description. Grantee agrees to perform the work as described in the
Scope of Work included as Attachment A.
2. Effective Date. The effective date of this Agreement or any amendment hereto is the
date on which this Agreement or an amendment is fully executed. The Grantee agrees
to undertake Project work promptly after receiving a Notice to Proceed from SANDAG.
3. Grantee's Capacity. The Grantee agrees to maintain or acquire sufficient legal, financial,
technical, and managerial capacity to: (a) plan, manage, and complete the Project as
described in Attachment A and provide for the use of any Project property; (b) carry out
the safety and security aspects of the Project; and comply with the terms of the
Agreement and all applicable laws, regulations, and policies pertaining to the Project
and the Grantee, including but not limited to the TransNet Extension Ordinance and
Board Policy N. 035.
4, Project Schedule. The Grantee agrees to complete the Project according to the
Project Schedule included in Attachment A and in compliance with Board Policy No. 035,
as amended, and included as Attachment B.
5. Project Implementation and Oversight. Grantee agrees to comply with the
Project Implementation and Oversight Requirements, included as Attachment C, and
Board Policy No. 035, as amended.
6. Changes to Project's Scope of Work. This Agreement was awarded to Grantee based on
the application submitted by Grantee with the intention that the awarded funds would
be used to implement the Project as described in the Scope of Work (included in
Attachment A). Any substantive deviation from Grantee's Scope of Work during project
implementation may require reevaluation or result in loss of funding. if Grantee knows
or should have known that substantive changes to the Project will occur or have
occurred, Grantee will immediately notify SANDAG in writing. SANDAG will then
determine whether the Project is still consistent with the overall objectives of the grant
program and whether the changes would have negatively affected the Project ranking
during the competitive grant evaluation process. SANDAG reserves the right to have
grant funding withheld from Grantee, or refunded to AIDA, due to Grantee's failure
to satisfactorily complete the Project or due to substantive changes to the Project.
7. Media and Community Outreach Coordination. The Grantee agrees to notify and/or
assist SANDAG of/with any media and community outreach efforts, including
presentations to community groups, other agencies, and elected officials and/or
community events related to the Project, such as ground breaking and ribbon cutting
activities. Press materials shall be provided to SANDAG staff for review before they are
distributed. SANDAG logo(s) should be included in press materials and other project
collateral based on SANDAG logo usage guidelines provided by SANDAG, but may never
be included in such documents without advance approval from SANDAG.
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CEP Release Date: December 75, 2017
As part of the quarterly reports submitted to SANDAG, the Grantee agrees to provide
project milestone information to support media outreach and communiations efforts.
This includes project photos taken throughout the project at program events or as part
of project tasks. The photos should be high resolution (at least 4 inches by 6 inches with
a minimum of 300 pixels per inch) and contain captions with project descriptions, dates,
locations, and the names of those featured, if appropriate. SANDAG reserves the right
to use the information provided by the.Grante for any combination of the following,
including but not limited to: social media posts, online photo albums, videos, press
releases, PowerPoint presentations, web updates, newsletters, and testimonials. 1n
submitting photos to SANDAG, the Grantee agrees that the photos have been obtained
with the consent of all persons featured in the photo (or that of a parent or guardian of
persons under the age of 1 using the SANDAG Photo and Testimonial Release form to
be provided by SANDAG, or a similar release form developed by Grantee and agreed
upon by SANDAG, and to release the rights of the photos to SAiDAG for its use.
8. Project Signage and Designation of TransNet Funded Facilities. Each capital project of
$250,000 or more funded in whole or in part by revenues from the TransNet Extension
Ordinance shall be clearly designated during its construction or implementation as being
provided by revenues from the TransNet Extension Ordinance.
Grantee agrees to follow the project signage specifications and to install appropriately
sized signs in the quantity called for by the TransNet Signage Guide (provided by
SANDAG). Grantee agrees to follow sign specifications and submit proof files to
SANDAG for approval before production.
9. Baseline Data Collection. For capital projects, Grantee is required to coordinate with
SANDAG staff on the development of a baseline data collection plan in accordance with
the Project Implementation and Oversight Requirements.
w Application of Carus
Should a federal or state law pre-empt a local law, regulation, or the TransNet Extension
Ordinance, the Grantee must comply with the federal or state law and implementing
regulations. No provision of this Agreement requires the Grantee to observe or enforce
compliance with any provision, perform any other act, or do any other task in contravention
of federal, state, territorial, or local law, regulation, or ordinance. If compliance with any
provision of this Agreement violates or would require the Grantee to violate any law, the
Grantee agrees to notify SANDAG immediately in writing. Should this occur, SANDAG and the
Grantee agree that they will make appropriate arrangements to proceed with or, if necessary,
terminate the Project or affected portions thereof expeditiously.
C. Changes in Project Performance
The Grantee agrees to notify SANDAG immediately, in writing, of any change in local law,
conditions (including its legal, financial, or technical capacity), or any other event that may
adversely affect the Grantee's ability to perform the Project in accordance with the terms of
the Agreement and as required by Board Policy No. 035. The Grantee also agrees to notify
SANDAG immediately, in writing, of any current or prospective major dispute, breach,. default,
or litigation that may adversely affect ANDAG's interests in the Project; and agrees to inform
6
CFP Release ,Date{ December 15, 207 7
SANDAG, also in writing, before naming SANDAG as a party to litigation for any reason, in
any forum. At a minimum, the Grantee agrees to send each notice to SANDAG required by
this subsection to SANDAG's Office of General Counsel.
D. Notice Regarding Prevailing Wages
This Project is funded in whole or in part by TransNet revenues consistent with the TransNet
Extension Ordinance adopted by the voters in November 2004 (SANDAG Ordinance 04-01).
Although SANDAG Ordinance 04-01 does not require payment of prevailing wages, California
law may require that Grantee's public works projects pay prevailing wages for workers.
Grantee acknowledges that SANDAG has strongly encouraged Grantee to seek legal counsel
regarding whether the Project will be subject to prevailing wage laws consistent with Labor
Code Section 1720, et seq. This Agreement requires Grantee's compliance with all federal,
state, and local laws and ordinances as applicable.
E. Standard of Care
Grantee expressly warrants that the work to be performed pursuant to this Agreement shall
be performed in accordance with the applicable standard of care. Where approval by
SANDAG, its Executive Director, or other representative of SANDAG is indicated in the Scope
of Work, it is understood to be conceptual approval only and does not relieve the Grantee of
responsibility for complying with all laws, codes, industry standards, and liability for damages
caused by negligent acts, errors, omissions, noncompliance with industry standards, or the
willful misconduct of the Grantee or its subgrantees.
F. Third -Party Contracting
Although the Grantee may delegate any or almost all Project responsibilities to one or more
third -party contractors, the Grantee agrees that it, rather than any third -party contractor, is
ultimately responsible for compliance with all applicable laws, regulations, and this
Agreement
1. Competitive Procurement. Grantee shall not award contracts over $3,000 on the basis of
a noncompetitive procurement for work to be performed under this Agreement without
the prior written approval of SANDAG. Contracts awarded by Grantee, if intended as
local match credit, must meet the requirements set forth in this Agreement regarding
local match funds.
If Grantee hires a third -party contractor to carry out work funded under this Agreement,
Grantee shall: prepare an Independent Cost Estimate prior to soliciting proposals/bids;
publicly advertise for competing proposals/bids for the work; for professional services,
use cost as an evaluation factor in selecting the third -party contractor and for
construction services, award the work to the lowest responsive and responsible bidder;
document a Record of Negotiation establishing that the amount paid by Grantee for the
work is fair and reasonable; and pass through the relevant obligations in this
Agreement to the contractor.
2. Debarment. Grantee shall execute and cause their third -party contractors to execute
debarment and suspension certificates stating they have not been disqualified from
doing business with government entities.
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CFP Release Date: December 15, 2017
3. Flowdown. Grantee agrees to take appropriate measures necessary, including the
execution of a subagreement, lease, third -party contract, or other, to ensure that all
Project participants, including alternate payees or third -party contractors at any tier,
comply with all applicable federal laws, regulations, policies affecting Project
implementation and Agreement requirements. In addition, if an entity other than the
Grantee is expected to fulfill any responsibilities typically performed by the Grantee, the
Grantee agrees to assure that the entity carries out the Grantee's responsibilities as set
forth in this Agreement.
4. No SANDAG Obligations to Third -Parties. in connection with the Project, the Grantee
agrees that SANDAG shall not be subject to any obligations or liabilities to any
subgrantee, lessee, third -party contractor at any tier or other person or entity that is not
a party to the Agreement for the Project. Notwithstanding that SANDAG may have
concurred in or approved any solicitation, subagreement, lease, alternate payee
designation, or third -party contract at any tier, SANDAG has no obligations or liabilities
to any entity other than the Grantee.
5. Equipment Purchases. Grantee shall maintain ownership of any equipment purchased
using Agreement funding and shall use such the equipment only for the purposes set
forth in this Agreement. The parties agree to meet and confer in good faith to ensure
the continued use of the equipment for the purposes intended, which may include
reimbursement to SANDAG when the fair market value of the equipment at Project
completion exceeds $5,000.
SANDAG and Grantee agree that Grantee shall keep an inventory record for each piece
of equipment purchased under this Agreement and maintain each piece of equipment
in good operating order consistent with the purposes for which they were intended.
SANDAG shall have the right to conduct periodic maintenance inspections for the
purpose of confirming the existence, condition, and proper maintenance of the
equipment.
VI I. ETHICS
A. Grantee Code of Conduct/Standards of Conduct
The Grantee agrees to maintain a written code of conduct or standards of conduct that shall
govern the actions of its officers, employees, council or board members, or agents engaged in
the award or administration of subagreements, leases, or third -party contracts supported with
grant funding. The Grantee agrees that its code of conduct or standardsof conduct shall
specify that its officers, employees, council or board members, or agents may neither solicit
nor accept gratuities, favors, or anything of monetary value from any present or potential
subgrantee, lessee, or third -party contractor at any tier or agent thereof. The Grantee may set
de minimis rules where the financial interest is not substantial, or the gift is an unsolicited
item of nominal intrinsic value. The Grantee agrees that its code of conduct or standards of
conduct shall also prohibit its officers, employees, board members, or agents from using their
respective positions in a manner that presents a real or apparent personal or organizational
conflict of interest or personal gain. As permitted by state or local law or regulations, the
Grantee agrees that its code of conduct or standards of conduct shall include penalties,
8
CFP Release Date: December 15, 2017
sanctions, or other disciplinary actions for violations by its officers, employees, council or
board members, or their agents, or its third -party contractors or subgra t es or their agents.
B. Personal Conflicts of Interest
The Grantee agrees that its code of conduct or standards of conduct shall prohibit the
Grantee's employees, officers, council or board members, or agents from participating in the
selection, award, or administration of any third -party contract or subagreement supported by
grant funding if a real or apparent conflict of interest would be involved. Such a conflict
would arise when an employee, officer, board member, or agent, including any member of his
or hr imm diatef family, partner, or organiation that employs, or intnds temploy, any of
the parties listed herein has a financial interest in a firm competing for award.
C. Organizational Conflicts of Interest
The Grantee agrees that its code of conduct or standards of conduct shall include procedures
for identifying and preventing real and apparent organizational conflicts of interest. An
organizational conflict of interest exists when the nature of the work to be performed under
a proposed third -party contract or subagreement may, without some restrictions on future
activities, result in an unfair competitive advantage to the third -party contractor or
subgrantee or impair its objectivity in performing the contract work.
D. SANDAG Code of Conduct
SANDAG has established policies concerning potential conflicts of interest. These policies
apply to Grantee. For all awards by SANDAG, any practices which might result in unlawful
activity are prohibited including, but not limited to, rebates, kickbacks, or other unlawful
considerations. SANDAG staff members are specifically prohibited from participating in the
selection process when those staff have a close personal relationship, family relationship, or
past (within the last 12 months), present, or potential business or employment ent relationship
with. a person or business entity seeking a contract with SANDAG. It is unlawful for any
contract to be made by SANDAG if any individual Board member or staff has a prohibited
financial interest in the contract. Staff also are prohibited from soliciting or accepting
gratuities from any organization seeking funding from SANDAG. SANDAGis officers,
employees, agents, and board members shall not solicit or accept gifts, gratuities, favors, or
anything of monetary value from consultants, potential consultants, or parties to
subagreements. By signing this Agreement, Grantee affirms that it has no knowledge wledge of an
ethical violation by SANDAL staff or Grantee. If Grantee has any reason to believe a conflict
of interest exists with regard to the Agreement or the Project, it should notify the SANDAG
Office of General Counsel immediately.
E. Bonus or Commission
The Grantee affirms that it has not paid, and agrees not to pay, any bonus or commission to
obtain approval of its grant funding application for the Project.
F. False or Fraudulent Statements or Claims
The Grantee acknowledges and agrees that by executing the Agreement for the Project, the
Grantee certifies or affirms the truthfulness and accuracy of each statement it has made, it
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CFP Release Date. December 15, 2077
makes, or it may make in connection with the Project, including, but not limited to, the
Grantee's grant application, progress reports and invoices.
VIH. PAYMENTS
A. Method of Payment
The method of payment for this Agreement will be based upon actual allowable costs
described herein.
B. Alternate Payee
If the Grantee designates a party as an Alternate Payee, Alternate Payee is authorized to
submit payment requests directly to SANDAG to receive reimbursement for allowable Project
costs. This does not alleviate Grantee from all obligations under this Grant Agreement.
C. Invoicing
Grantee or Alternate Payee is required to submit invoices quarterly. Invoices must be
accompanied by a quarterly report (template to be provided by SANDAG). SANDAG will make
payments for eligible amounts to Grantee or Alternate Payee as promptly as SANDAG fiscal
procedures permit upon receipt of Grantee's or Alternate Payee's itemized signed invoice(s).
SANDAG shall retain 10 percent from the amounts invoiced until satisfactory completion of
work. SANDAG shall promptly pay retention amounts to Grantee or Alternate Payee following
satisfactory completion of work, receipt of final invoice, and all required documentation.
D. Eligible Costs
The Grantee agrees that Project costs eligible for grant funding must comply with the following
requirements, unless SANDAG determines otherwise in writing. To be eligible for
reimbursement, Project costs must be:
1. Consistent with the Project Scope of Work, the Approved Project Budget, and other
provisions of the Agreement.
. Necessary in order to accomplish the Project.
. Reasonable for the goods or services purchased.
. Actual net costs to the Grantee i.e., the price paid minus any refunds, rebates, or other
items of value received by the Grantee that have the effect of reducing the cost actually
incurred, excluding program income). Project generated revenue realized by the
Grantee shall be used in support of the Project. Project generated revenue and
expenditures, if any, shall be reported at the end of the Agreement period.
. Incurred for work performed on or after the SANDAG Notice to Proceed date, and
before the termination date, and also must have been paid for by the Grantee.
. Satisfactorily documented with supporting documentation, which is to be submitted
with each invoice.
10
GYP Release Date,. December 75, 2017
7. Treated consistently in accordance with generally accepted accounting principles and
procedures for the Grantee and any third -party contractors and subgrantees,
(see Section entitled "Accounting Records").
. Eligible for grant funding as part of the grant program through which the funds were
awarded.
9. Indirect Costs are only allowable with prior SANDAG approval. Grantee must submit the
following documentation as part of the grant application materials: 1 an indirect cost
allocation audit approved by a qualified independent auditor or the applicant's
proposed method for allocating indirect costs in accordance with federal guidelines.
Indirect cost allocation plans must be reviewed and renewed annually.
El. Excluded Costs
Certain costs associated with bike and pedestrian projects that do not directly benefit
people
walking and biking are ineligible. These ineligible expenses include, but are not limited to:
curb, gutter, and other drainage improvements; newly installed driveway ramps; roadway
y
shoulders, where roadway design standards require a roadway shoulder width at least as wide
as would be required for a standard bike lane; and any required element under a different
capital improvement project other than the Project. Expenses related to the replacement of
existing infrastructure as a result of Project work may be eligible for reimbursement, but
Grantee will be required to justify the necessary inclusion of such improvements prior to
requesting reimbursement.
The Grantee understands and agrees that payment to the Grantee for any Project cost does
not constitute ANDS 's final decision about whether that cost is allowable and eligible for
payment under the Project and does not constitute a waiver of any violation by the Grantee
of the terms of this Agreement or Board Policy No, 035. The Grantee acknowledges that
SANDAG will not make a final determination about the allowability and eligibility of any cost
until the final payment has been made on the Project or the results of an audit of the Project
requested by SANDAG or its Independent Taxpayers' Oversight Committee (ITOC) has been
completed, whichever occurs latest. If SANDAG determines that the Grantee is not entitled to
receive any portion of the grant funding requested or paid, SANDAG will notify the Grantee
in writing, stating its reasons. The Grantee agrees that Project closeout will not alter the
Grantee's responsibility to return any funds due to SANDAG as a result of later refunds,
corrections, performance deficiencies, or other similar actions; nor will Project closeout alter
SANDAG's right to disallow costs and recover funds provided for the Project on the basis of a
later audit or other review. Upon notification to the Grantee that specific amounts are owed
to SANDAG, whether for excess payments of grant funding, disallowed costs, or funds
recovered from third parties or elsewhere, the Grantee agrees to promptly remit to SANDAG
the amounts owed, including applicable interest, penalties and administrative charges.
IX. ACCOUNTING, REPORTING, RECORD RETENTION, AND ACCESS
A. Project Accounts
The Grantee and/or Alternate Payee agree to establish and maintain for the Project either a
separate set of accounts or separate accounts within the framework of an established
accounting system that can be identified with the Project. The Grantee and/or Alternate
11
CFP Release Date: December 75, 2017
Payee also agree to maintain documentation of all checks, payrolls, invoices, contracts,
vouchers, orders, or other accounting documents related in whole or in part to the Project so
that they may be clearly identified, readily accessible, and available to SANDAG upon request
and, to the extent feasible, kept separate from documents not related to the Project.
B. Reports
The Grantee agrees to submit to SANDAG all reports required by law and regulation, policy,
this Agreement, and any other reports SANDAG may specify, SANDAG reserves the right to
specify that records be submitted in particular formats.
C. Quarterly Reports
Grantee shall submit written quarterly reports to SANDAL detailing the progress of its work,
expenditures incurred, and information regarding whether the Project is projected to be
completed within the limits of the Approved Project Budget, Project Schedule, and consistent
with Board Policy No. 035 and any policy amendments thereto. Grantee shall document the
progress and results of work performed under this Agreement to the satisfaction of SANDAG.
This includes progress and final reports, plans, specifications, estimates, and other evidence of
attainment of the Agreement objectives, which are requested by SANDAG or ITOC. Grantee
may be required to attend meetings of SANDAG staff and committees, including but not
limited to ITOC, the Regional Planning Committee, the Transportation Committee, and the
SANDAG Board of Directors, to report on its progress and respond to questions.
D. Record Retention
During the course of the Project and for three years thereafter from the date of
transmission of the final expenditure report, the Grantee agrees to maintain, intact and
readily accessible, all communications, data, documents, reports, records, contracts, and
supporting materials relating to the Project, as SANDAG may require. All communications
and information provided to SANDAG become the property of SANDAG and public records,
as such, may be subject to public review. Please see SANDAG's Board Policy 015: Records
Management Policy, which is available at www,sanda.g.prgflea.l, for information regarding
the treatment of documents designated as confidential.
E. Access to Records of Grantees and Subgrantees
The Grantee agrees to permit, and require its subgrantees to permit, SANDAG or its
authorized representatives, upon request, to inspect all Project work, materials, payrolls, and
other data, and to audit the books, records, and accounts of the Grantee and its subgrantees
pertaining to the Project.
F. Communities Served Data and Reporting
If requested, Grantee shall provide SANDAG with data regarding how the Project's benefits
and burdens were equitably distributed among soda and economic populations in the area
affected by the Project, and associated smart growth data, and/or any other relevant
information.
12
,,-c d aso Date ecembt91 15 2017
X. PROJECT COMPLETION, AUDIT, SETTLEMENT, AND CLOSEOUT
A. Project Completion
Within 90 calendar days following Project completion or termination by SANDAG, the Grantee
agrees to submit a final certification of Project expenses and final reports, as applicable. All
payments made to the Grantee shall be subject to review for compliance by SANDAG with the
requirements of this Agreement and shall be subject to an audit upon completion of the Project.
B. Project Audit
Note to Grant Recipient: Only the applicable sections will be included.
For TransNet-funded projects:
The Grantee agrees to have financial and compliance audits performed as SANDAG may require
q
consistent with the TransNet Extension Ordinance, The Grantee agrees that Project closeout will
not alter theGrantee's audit responsibilities. Audit costs are allowable Project costs.
For TDA-funded projects:
The Grantee agrees to have financial and compliance audits performed as SANDAG may require
�
consistent with Public Utilities Code Section 99245, for TDA funds; and consistent with the
TransNet Extension Ordinance for TransNet funds. The Grantee agrees that close
out Projecteo ut will
not alter the Grantee's, audit responsibilities. Audit costs are allowable Project costs.
C. Performance Audit
The Grantee agrees to cooperate with SANDAG or ITOC with regard to performance audit
any y w�
that is performed on the Project pursuant to the TransNet Ordinance.
Project Closeout
Project closeout occurs when SANDAG notifies the Grantee that SANDAG has closed the
Project, and, if applicable, either forwards the final grant funding payment and or
acknowledges that the Grantee has remitted the proper refund. The Grantee agrees that
at
Project closeout by SANDAG does not invalidate any continuing requirements imposed bythe
p
Agreement or any unmet requirements set forth in a written notification from SANDAG.
Project Use
Grantee was awarded this Agreement based on representations in its grant application
lication
regarding the Project's intended use. If the Project is a capital project, Grantee hereby
commits to continued use of the Project for the purposes stated in its application for a period
of at least five years after completion of construction. SANDAG may require Grantee to
refund grant funding provided for the Project in the. event Grantee fails to use the Project for
its intended purposes as stated in the grant application or for any disallowed costs.
13
CEP' : Date Decemb , 15 17
{
XI. TIMELY PROGRESS AND RIGHT OF SANDAG TO TERMINATE
Grantee shall make diligent and timely progress toward completion of the Project within the
timelines set forth in the Project Schedule, and consistent with Board Policy No. 035 and any
policy amendments thereto.
B. In the event Grantee encounters or anticipates difficulty in meeting the Project Schedule, the
Grantee shall immediately notify the SANDAG Project Manager in writing, and shall provide
pertinent details, including the reason(s) for the delay in performance and the date by which
Grantee expects to complete performance or delivery. This notification shall be informational
in character only and receipt of it shall not be construed as a waiver by SANDAG of a project
delivery schedule or date, or any rights or remedies provided by this Agreement, including
Board Policy No. 03requirements.
C. Grantee agrees that SANDAG, at its sole discretion, may suspend or terminate all or any part
of the grant funding if the Grantee fails to make reasonable progress on the Project and/or
violates the terms of the Agreement or Board Policy No. 035, or if SANDAG determines that
the purpose of the laws or policies authorizing the Project would not be adequately served by
the continuation of grant funding for the Project.
D. In general, termination of grant funding for the Project will not invalidate obligations
properly incurred by the Grantee before the termination date to the extent those obligations
cannot be canceled. If, however, SANDAL determines that the Grantee has willfully misused
grant funding by failing to make adequate progress, or failing to comply with the terms of
the Agreement, SANDAG reserves the right to require the Grantee to refund to SANDAG the
entire amount of grant funding provided for the Project or any lesser amount as SANDAG
may determine.
E. Expiration of any Project time period established in the Project Schedule will not, by itself,
automatically constitute an expiration or termination f the Agreement for the Project, however,
Grantee must request and SANDAG may agree to amend the Agreement in writing if the Project
Schedule will not be met. An amendment to the Project Schedule may be made at SANDAG's
discretion if Grantee's request is consistent with the provisions of Board Policy No. 035.
XIII CIVIL RIGHTS
The Grantee agrees to comply with all applicable civil rights laws, regulations and policies and shall
include the provisions of this section in each subagreement, lease, third -party contract or other
legally binding document to perform work funded by this Agreement. Applicable civil rights laws,
regulations and policies include, but are not limited to, the following:
A. Nondiscrimination
SANDAG implements its programs without regard to income level, disability, race, color, and
national origin in compliance with the Americans with Disabilities Act and Title VI of the Civil
Rights Act. Grantee shall prohibit discrimination on these grounds, notify the public of their
rights under these laws, and utilize a process for addressing complaints of discrimination.
Furthermore, Grantee shall make the procedures for filing a complaint available to ,embers
of the public and will keep a log of all such complaints. Grantee must notify SANDAG
immediately if a complaint is lodged that relates to the Project or program funded by this
14
CFP Release Date: December 7 5, 2017
grant. If Grantee receives a Title VI -related or ADA-related complaint, Grantee must notify
SANDAG in writing within 72 hours of receiving the complaint so that SANDAL can determine
whether it needs to carry out its own investigation.
B. Equal Employment Opportunity
During the performance of this Agreement, Grantee and all of its subcontractors,any, if shall
not unlawfully discriminate, harass, or allow harassment, against any employee or applicant
for
employment because of sex, race, color, ancestry, religious creed, national origin, disability
(including HIV and AIDS), mental disability, medical condition (cancer), age over
40), marital
status, denial of family and medical care leave, denial of pregnancy disability leave, veteran
status, or sexual orientation. Grantee and its subcontractors shall ensure that the evaluation and
treatment of their employees and applicants for employment are free from such discrimination
and harassment. Grantee and its subcontractors shall comply with the provisions of the Fair
Employment and Housing Act (California Government Code Section 12900, et seq.)) and the
applicable regulations promulgated thereunder (California Code of Regulations, Title 2, Section
7285.0, et seq..). The applicable regulations of the Fair Employment and Housing ommission
implementing California Government Code Section 12990 (a4), set forth in Chapter 5 of Division
�sNon
4 of Title 2 of the California Code of Regulations, are incorporated into this Agreement b
this
reference and are made a part hereof as if set forth in full. Grantee and its subcontractors
shall
give written notice of their obligations under this clause to labor organizations with which they
have a collective bargaining or other agreement.
g
XIV, DISPUTES AND VENUE
A. Choke of Law
This Agreement shalt be interpreted in accordance with the laws of the State of California.
B. Dispute Resolution Process
In the event Grantee has a dispute with SANDAG during the performance of this Agreement,
ens,
Grantee shall continue to perform unless SANDAL informs Grantee in writing to cease
performance. The dispute resolution process for disputes arising under this Agreementhall
be as follows:
1. Grantee shall submit a statement of the grounds for the dispute, includingall pertinent
p t
dates, names of persons involved, and supporting documentation, to SA DA 's Project
� ct
Manager. The Project Manager and other appropriate SANDAG staff will review the
documentation in a timely manner and reply to Grantee within 20 calendar days. y Upon
receipt of an adverse decision by SANDAG, Grantee may submit a request for
reconsideration to SANDAG's Executive Director. The request for reconsideration must
be received within ten calendar days from the postmark date of SAfDA's reply. The
Executive Director will respond in writing to the request for reconsideration within ten
working days.
2. If Grantee is dissatisfied with the results following exhaustion of the above dispute
resolution procedures, Grantee shall make a written request to SANDAG for appeal to
the SANDAG Regional Planning Committee for SLIP projects or to the SANDAG
Transportation
Committee for ATGP projects. SANDAG shall respond to a
request for
15
CFP Release Dale,: Der tuber 7 5, 2017
mediation within 30 calendar days. The decision of the Regional Planning Committee or
Transportation Committee shall be final.
C. Venue
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 Diego, State of California. In
the event of any such litigation between the parties, the prevailing party shall be entitled to
recover all reasonable costs incurred, including reasonable attorney's fees, litigation and
collection expenses, witness fees, and court costs as determined by the court.
XV. ASSIGNMENT
Grantee shall not assign, sublet, or transfer (whether by assignment or novation) this Agreement or
any rights under or interest in this Agreement.
XVI. INSURANCE
Grantee shall procure and maintain during the period of performance of this Agreement, and for
12 months following completion, policies of insurance from insurance companies authorized to do
business in the State of California or the equivalent types and amounts of self-insurance, as follows:
A. General Liability
Combined single limit of $1,000,000 per occurrence and $2,000,000 general aggregate for
personal and bodily injury, including death, and broad form property damage. The policy
must include an acceptable "Waiver of Transfer Rights of Recovery Against Others
Endorsement" The policy must name SANDAG as an additional insured in the endorsement. A
deductible or retention may be utilized, subject to approval by SANDAG.
B. Automobile Liability
For personal and bodily injury, including death, and property damage in an amount not less
than $1,000,000.
C. Workers' Compensation and Employer's Liability
Policy must comply with the laws of the State of California. The policy must include an
acceptable "Waiver of Right to Recover from Others Endorsement" naming SANDAG as an
additional insured.
D. Other Requirements
Grantee shall furnish satisfactory proof by one or more certificates (original copies) that it has
the foregoing insurance. The insurance shall be provided by an acceptable insurance provider,
as determined by SANDAG, which satisfies the following minimum requirements:
1. An insurance carrier qualified to do business in California and maintaining an agent for
service of process within the state. Such insurance carrier shall maintain a current
A.M. Best rating classification of "A-" or better, and a financial size of "$10 million to
$24 million (Class V) or better," or
16
CFP Release Date: December 7 5, 201 7
4
. A Lloyds of London program provided by syndicates of Lloyds of London and other
London insurance carriers, providing all participants are qualified to do business in
California and the policy provides for an agent for service of process in California.
E. Certificates of insurance shall be filed with S N AG. These policies shall be primary insurance
as to SANDAG so that any other coverage held by 5ANDAG shall not contribute to any loss
under Grantee's insurance. Insurance policies shall not be canceled without first giving 30 days
advance written notice to SANDAG. For purposes of this notice requirement, any material
change in the policy prior to its expiration shall be considered a cancellation.
XVII. INDEMNIFICATION AND HOLD HARMLESS
A. Generally
With regard to any claim, protest, or litigation arising from or related to the Grantee's
performance in connection with or incidental to the Project or this Agreement, Grantee
agrees to defend, indemnify, protect, and hold 5ANDAG and its agents, officers, Board
members, and employees harmless from and against any and all claims, including, but not
limited to prevailing wage claims against the Project, asserted or established liability for
damages or injuries to any person or property, including injury to the Grantee's or its
subgrantees' employees, agents, or officers, which arise from or are connected with or are
caused or claimed to be caused by the negligent, reckless, or willful acts or omissions of the
Grantee and its subgrantees and their agents, officers, or employees, in performing the work
or services herein, and all expenses of investigating and defending against same, including
attorney fees and costs; provided, however, that the Grantee's duty to indemnify and hold
harmless shall not include any claims or liability arising from the established sole negligence
or willful misconduct of 5ANDAG, its Board of Directors, agents, officers, or employees.
B. Intellectual Property
Upon request by SANDAG, the Grantee agrees to indemnify, save, and hold harmless SANDAG
and its Board of Directors, officers, agents, and employees acting within the scope of their
official duties against any liability, including costs and expenses, resulting from any willful or
intentional violation by the Grantee of proprietary rights, copyrights, or right of privacy,
arising out of the publication, translation, reproduction, delivery, use, or disposition of any
data furnished under the Project. The Grantee shall not be required to indemnify SANDAG for
any such liability caused solely by the wrongful acts of SANDAG employees or agents.
17
CFP Release Date.. December 7 5r 2017
XVIII. INDEPENDENT CONTRACTOR
A. Status of Grantee
Grantee shall perform the services provided for within this Agreement as an independent
contractor, and not as an employee of SANDAG. Grantee shall be under the control of
SANDAGas to the result to be accmpiishd and not the means, and shall consult with
SANDAL as provided for in the Scope of Work. The payments made to r ntee pursuant to
this Agreement shall be the full and complete compensation to which Grantee is entitled.
SANDAG shall not make any federal or state tax withholdings on behalf of Grantee. SANDAG
shall not be required to pay any workers' compensation insurance on behalf of Grantee.
Grantee agrees to indemnify SANDAG for any tax, retirement contribution, social security,
overtime payment, or workers' compensation payment which SANDAG may be required to
make on behalf of Grantee or any employee of Grantee for work done under this Agreement.
B. Actions on behalf of SANDAG
Except as SANDAG may specify in writing, Grantee shall have no authority, express or implied,
to act on behalf of SANDAL in any capacity whatsoever, as an agent or otherwise. Grantee
shall have no authority, express or implied, to bind SANDAG or its members, agents, or
employees, to any obligation. whatsoever, unless expressly provided for in this Agreement.
XIX. SEVERABILITY AND INTEGRATION
If any provision of the Agreement is determined invalid, the remainder of that Agreement shall not
be affected if that remainder would continue to conform to the requirements of applicable laws or
regulations. This Agreement represents the entire understanding of SANDAG and Grantee as to
those matters contained in it. No prior oral or written understanding shall be of any force or effect
with respect to those matters covered herein. This Agreement may not be modified or altered
except in writing, signed by SANDAG and the Grantee.
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CFP Release Date: December 1, 2077
XX. SIGNATURES
The individuals executing this Agreement represent and warrant that they have the legal capacity
and authority to do so on behalf of their respective legal entities.
IN WITNESS WHEREOF, the parties have executed this Agreement as of the date written above.
SAN DIEGO ASSOCIATION OF GOVERNMENTS
KIM KAWADA OR DESIGNEE
Chief Deputy Executive Director
APPROVED AS TO FORM:
Office of General Counsel
APPROVED AS TO FORM:
19
CFP Release Date. December 75, 2077
ATTACHMENT
Scope of Work, Schedule, and Approved Project Budget
Project Location
(Specific project location including jurisdiction, community, neighborhood, corridors, and
intersections)
Project Description
(Project type [design and/or construction, master plan, etc.], types of
improvements/recommendations, project goals)
(Insert Scope, Schedule, and Approved Project Budget)
Tr ns l t MPO ID .
20
CFP Release Date: December 75, 2017
ATTACHMENT
SAN
BOARD POLICY NO. Q
35
COMPETITIVE E RANT PROGRAM PROCEDURES
Applicability and Purpose of Policy
This Policy applies to all grant programs administered through SAID, whether from TransNet or
another source, including but not limited to the Smart Growth Incentive Program, Environmental
Mitigation Program, Bike and Pedestrian Program, Senior Mini Grant Program, Federal Transit
Administration grant programs, and Active Transportation Grant Program.
Nothing in this Policy is intended to supersede federal or state grant rules, regulations, statutes, or
contract documents that conflict with the requirements in this Policy. There are never enough
government grant funds to pay for all of the projects worthy of funding in the San Diego region. Fr
this reason, SANDAG awards grant funds on a competitive basis that takes the grantees' ability to
perform their proposed project on a timely basis into account. SANDAG intends to hold grantees
accountable to the project schedules they have proposed in order to ensure fairness in the competitive
process and encourage grantees to get their projects implemented quickly so that the public can
benefit from the project deliverables as soon as possible.
Procedures
1. Project Milestone and Completion Deadlines
1.1, When signing a grant agreement for a competitive program funded and/or administered
by SANDAG, grant recipients must agree to the project delivery objectives and schedules
in the agreement. In addition, a grantee's proposal must contain a schedule that falls
within the following deadlines. Failure to meet the deadlines below may result in
revocation of all grant funds not already expended. The final invoice for capital, planning,
or operations grants must be submitted prior to the applicable deadline.
1.1.1. Funding for Capital Projects. If the grant will fund a capital project, the project
must be completed according to the schedule provided in the grant agreement,
but at the latest, any necessary construction contract must be awarded within two
years following execution of the grant agreement, and construction must be
completed within eighteen months following award of the construction contract.
Completion of construction for purposes of this policy shall be when the prime
construction contractor is relieved from its maintenance responsibilities. If no
construction contract award is necessary, the construction project must be
complete within eighteen months following execution of the grant agreement.
1.1.2. Funding for Planning Grants. If the grant will fund planning, the project must be
completed according to the schedule provided in the grant agreement, but at the
latest, any necessary consultant contract must be awarded within one year
following execution of the grant agreement, and the planning project must be
complete within two years following award of the consultant contract. Completion
21
CFP Release Date: December 7 5, 207
of planning for purposes of this policy shall be when grantee approves the final
planning project deliverable. If no consultant contract award is necessary, the
planning project must be complete within two years of execution of the grant
agreement.
11,3 Funding for Operations Grants. If the grant will fund operations, the project must
be completed according to the schedule provided in the grant agreement, but at
the latest, any necessary services contract for operations must be awarded within
one year following execution of the grant agreement, and the operations must
commence within six months following award of the operations contract, If no
services contract for operations is necessary, the operations project must
commence within one year of execution of the grant agreement.
1.1.4 Funding for Equipment or Vehicles Grants. If the grant will fund equipment or
vehicles, the project must be completed according to the schedule provided in
the grant agreement, but at the latest, any necessary purchase contracts for
equipment or vehicles must be awarded within one year following execution of
the grant agreement, and use of the equipment or vehicles for the benefit of the
public must commence within six months following award of the purchase
contract.
2. Project Milestone and Completion Deadline Extensions
.1. Schedules within grant agreements may include project scopes and schedules that will
identify interim milestones in addition to those described in Section 1 of this Policy.
Grant recipients may receive extensions on their project schedules of up to six months
for good cause. Extensions of up to six months aggregate that would not cause the
project to miss a completion deadline in Section 1 may be approved by the SANDAG
Executive Director. Extensions beyond six months aggregate or that would cause the
project to miss a completion deadline in Section 1 must be approved by the Policy
Advisory Committee that has been delegated the necessary authority by the Board. For
an extension to be granted under this Section 2, the following conditions must be met:
211. For extension requests of up to six months, the grantee must request the
extension in writing to the SANDAG Program Manager at least two weeks prior
to the earliest project schedule milestone deadline for which an extension is
being requested. The Executive Director or designee will determine whether the
extension should be granted. The Executive Director's action will be reported
out to the Board in following month's report of delegated actions.
.1.. A grantee seeking an extension must document previous efforts undertaken to
maintain the project schedule, explain the reasons for the delay, explain why
the delay is unavoidable, and demonstrate an ability to succeed in the extended
time frame the grantee proposes.
,1.. If the Executive Director denies an extension request under this Section 2, the
grantee may appeal within ten business days of receiving the Executive
Director's response to the responsible Policy Advisory Committee by sending the
appeal to the SANDAG Program Manager.
22
CFP Release Date, December 75, 2077
2.1.4. Extension requests that are rejected by the Policy Advisory Committee will result
in termination of the grant agreement and obligation by the grantee to return
to SANDAG any unexpended funds within 30 days. Unexpended funds are funds
for project costs not incurred prior to rejection of the extension request by the
Policy Advisory Committee.
3. Project Delays and Extensions in Excess of Six Months
.1. Requests for extensions in excess of six months, or that will cause a project to miss a
completion deadline in Section 1 (including those projects that were already granted
extensions by the Executive Director and are again falling behind schedule), will be
considered by the Policy Advisory Committee upon request to the SANDAG Program
Manager.
3.2 A grantee seeking an extension must document previous efforts undertaken to
maintain the project schedule, explain the reasons for the delay, explain why the delay
is unavoidable, and demonstrate an ability to succeed in the extended time frame the
grantee proposes. The grantee must provide the necessary information to SANDAG
staff to place in a report to the Policy Advisory Committee. If sufficient time is available,
and the grant utilized TransNet et funds, the request will first be taken to the Independent
Taxpayer Advisory Committee lTO for a recommendation. The grantee should make
a representative available at the meeting to present the information to, and/or answer
questions from, the ITOC and Policy Advisory Committee.
3.3 The Policy Advisory Committee will only grant an extension under this Section 3 for
extenuating circumstances that the grantee could not have reasonably foreseen.
4. Resolution and Execution of the Grant Agreement
4.1 Two weeks prior to the review by the Policy Advisory Committee of the proposed grants,
prospective grantees must submit a resolution from their authorized governing body
that includes the provisions in this Subsection 4.1. Failure to provide a resolution that
meets the requirements in this Subsection 4.1 will result in rejection of the application
and the application will be dropped from consideration with funding going to the next
project as scored by the evaluation committee. In order to assist grantees in meeting
this resolution deadline, when SANDAG issues the call for projects it will allow at least
90 days for grant application submission.
4.1.1 Grantee governing body commits to providing the amount of matching funds
set forth in the grant application.
4.1.2 Grantee governing body authorizes staff to accept the grant funding and
execute a grant agreement if an award is made by SANDAL.
4.2 Grantee's authorized representative must execute the grant agreement within 45 days
from the date SANDAG presents the grant agreement to the prospective grantee for
execution. Failure to meet the requirements in this Subsection 4.2 may result in
revocation of the grant award.
5. Increased Availability of Funding Under this Policy
23
OFF Release Date: December 75, 207
t
.1. Grant funds made available as a result of the procedures in this Policy may be awarded
to the next project on the recommended project priority list from the most recent
project selection process, or may be added to the funds available for the next project
funding cycle, at the responsible Policy Advisory Committee's discretion. Any project
that loses funding due to failure to meet the deadlines specified in this Policy may be
resubmitted to compete for funding in a future call for grant applications.
Adopted: January 2010
Amended: d: November 2014
24
CFP Release Date: December 7 5, 207
ATTACHMENT C
PROJECT IMPLEMENTATION AND OVERSIGHT REQUIREMENTS
All Grant Types (Capital, Non -Capital, andlor Planning Projects)
1. Contact Information: Grantee must provide SANDAL with contact information for the project
manager. Grantee must provide SANDAG with updated contact information in a timely manner
if there are any changes to staff assigned.
2. Request for Proposals and Consultant Selection: Upon request by SANDAG, Grantee must
submit draft Request for Proposals or bid solicitation documents to SANDAG staff for review
and comment for consistency with the agreed upon Scope of Work with SANDAG
(Attachment A).
3. Design Development, Stakeholder, and Community Meetings: Grantee must provide
SANDAL with agendas and meeting summaries for all design development (for capital projects
only) and community meetings. SANDAG staff may attend any meetings as appropriate.
4. Quarterly Reports, Invoices, and Deliverables: Grantee must submit quarterly reports and
invoices to SANDAG, detailing accomplishments ents in the quarter, anticipated progress next
quarter, pending issues and actions toward resolution, and status of budget and schedule.
Furthermore, the Grantee agrees to provide project milestone information (such as
presentations to community groups, other agencies, and elected officials, ground-breakings,
and ribbon -cuttings) to support media and communications efforts. Grantee needs to document
and track in -kind contributions designated as matching funds as part of project management.
Grantee must provide all deliverables identified in the Scope of Work.
S. Media and Community Outreach Coordination: Press materials shall be provided to
SANDAG staff before they are distributed. SANDAG and TransNet logo(s) should be included in
press materials and other project collateral based on logo usage guidelines to be provided by
SANDAG. Grantee agrees to provide project milestone information to support media and
cormunications efforts.
6. Photo Documentation: Grantees are responsible for the following photo documentation;
• Existing conditions photos (as applicable), which should illustrate the current conditions of
the project site and demonstrate the need for improved facilities
• Project milestone photos (such as workshops, presentations to community groups, other
agencies, and elected officials)
Photos should be high resolution (at least 4 inches by 6 inches with a minimum of 300 pixels per
inch) and contain captions with project descriptions, dates, locations, and the names of those
featured, if appropriate. Grantees must obtain consent of all persons featured in photos (or that
of a parent or guardian of persons under the age of 1 by using the SANDAL Photo and
Testimonial Release form to be provided by SANDAG, or a similar release form developed by
Grantee and agreed upon by SANDAG.
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CFP Release Date December 15, 2017
Capital Grants Only
1. Baseline Data Collection: Prior to the construction of grant -funded improvements, the
Grantee is responsible for developing a baseline data collection plan with SANDAG to gather
information on pedestrian and bike activity. At a minimum, data should be collected for
observed bike and pedestrian volumes, behavior, and attitudes in the project area. Once the
data collection plan is approved by SANDAG staff, the Grantee is responsible for carrying out
the plan and returning collected data to SANDAG as a deliverable. Standardized forms required
for data collection will be provided by SANDAL.
Grantees are encouraged to use the National Bicycle and Pedestrian Documentation Project
methodology and plan for the following:
• Conduct counts prior to project construction, during National Documentation Days in the
second week of September. Supplementary counts and surveys can be conducted during
January, May, and July to provide seasonal data, if desired
• Conduct counts for two hours, at peak times relative to the facility. For example, facilities
attracting utilitarian trips should be counted on a Tuesday, Wednesday, or Thursday from
5 to 7 p.m., whereas facilities attracting recreational trips should be counted on a Saturday,
from 9 to 11a.m.
In the case that the above timeframes are deemed infeasible due to the project schedule, the
Grantee and SANDAG will collaborate on an alternative data collection methodology and
procedure.
A subset of project areas may be selected for in-depth evaluation by SANDAG, in which case,
SANDAG will conduct the data collection effort with required participation from Grantee staff.
Such in-depth evaluation conducted by A 1DA will take place solely for the purpose of
SANDAG Active Transportation data collection and monitoring efforts, and will not impact
Grantees' budgets.
Grantees should plan to budget $5,000 for data collection.
2. Plan Review: iew: Grantee must submit project design drawings and cost estimates (if available) to
SANDAG for review and comment at 30 percent, 60 percent, 90 percent, and 100 percent
design. SANDAG staff may meet with the Grantee to comment on submitted plans and assure
substantial conformance. SANDAG may comment on submitted plans regarding:
• Whether the plans are consistent with the Project proposed in the original grant application
• Consistency with accepted pedestrian/bike facility and smart growth design standards
3. Project i n e: Each project or program of $250,000 or more funded in whole or in part by
revenues from the Trans/Vet Extension Ordinance shall be clearly designated during its
construction or implementation as being provided by such revenues. SANDAG will provide sign
specifications. Grantee agrees to follow sign specifications in TransNet Signage Guide and
submit proof files to SANDAG for approval before production.
4. Performance Monitoring: SANDAG staff may measure performance of the constructed capital
improvements against stated project objectives, and evaluate the overall grant program.
Grantee is expected to meet with SANDAL staff to identify relevant performance measures and
data sources, and provide available data and feedback regarding the program as appropriate.
26
CFP Release Date. December 15, 2017