HomeMy WebLinkAboutAGMT - California Rivers & Mountains Conservancy (RMC 03244) ...),
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' Agreement Number: RMC 03244 Amend #1
GRANT AGREEMENT — Amend #1
RIVERS AND MOUNTAINS CONSERVANCY
State of California — The Resources Agency
GRANTEE j City of Seal Beach
1 PROJECT TITLE 1 City of Seal Beach Open Space Opportunities
I PERFORMANCE PERIOD j September 23, 2003 1 through I March 23, 2005
Under the terms and conditions of this Contract, the Grantee agrees to complete the Project as described in the project description, and the
State of California, through its' Executive Officer of the Rivers and Mountains Conservancy pursuant to the Clean Water, Clean Air, Safe
Neighborhood Parks and Coastal Protection Bond Act of 2002 (Proposition 40), agrees to fund the Project up to the Grant Amount.
PROJECT DESCRIPTION
The following terms and conditions are amended: Exhibits A, B & C.
Al! other terms and conditions remain the same.
TOTAL GRANT AMOUNT NOT TO EXCEED I $100,000
The General and Special Provision attached are made a part of and incorporated into the Contract.
City of Seal Beach STATE OF CALIFORNIA
RIVERS AND MOUNTAINS CONSERVANCY
211 8 StreetM 900 South Fremont Avenue, Annex, 2' Floor
Seal Beac', CA 90740 Alhambra, CA 91802
.4 (-----
By • By -a..• WitaiRtaS
Title: Belinda Faustinos, Executive Officer
Date : Date :
CERTIFICATION OF FUNDING OR STATE USE ONLY)
AMOUNT OF GRANT AGREEMENT NUMBER r i FUND — 6029
$100,000 1 RMCO3244 , California Clean Water, Clean Air, Safe
ADJ. INCREASING ENCUMBERANCE i APPROPRIATION 1 Neighborhood Parks, and Coastal
1 Protection Bond Act _... ......... _ ......... _ ........ ..._
ADJ. DECREASING ENCUMBERANCE FUNCTION
TOTAL GRANT AMOUNT LINE ITEM ALLOTMENT r CHAPTER STATUTE ' FISCAL
$100,000 3825-301-6029 157 2002 YEAR
1 03/04
T.B.A NO 1 B.R. NO INDEX
, OBJ. PCA PROJECT/WORK
L120
EXPEND 30102 PHASE
I hereby certify upon my personal knowledge that budgeted funds are available for this encumbrance
SIGNATURE OF ACCOUNTING OFFICER DATE
1
... ............ ............. ..... .
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Agreement Number: RMC 03244 Amend #1
GRANT AGREEMENT—Amend #1
RIVERS AND MOUNTAINS CONSERVANCY
State of California—The Resources Agency
GRANTEE I City of Seal Beach
PROJECT TITLE City of Seal Beach Open pace Opportunities
rPERFORMANCE PERIOD TSeptember 23, 2003 1 through March 23, 2005
Under the terms and conditions of this Contract, the Grantee agrees to complete the Project as described in the project description, and the
State of California, through its' Executive Officer of the Rivers and Mountains Conservancy pursuant to the Clean Water, Clean Air, Safe
Neighborhood Parks and Coastal Protection Bond Act of 2002(Proposition 40),agrees to fund the Project up to the Grant Amount.
PROJECT DESCRIPTION
The following terms and conditions are amended: Exhibits A, B & C.
All other terms and conditions remain the same.
TOTAL GRANT AMOUNT NOT TO EXCEED $100,000
The General and Special Provision attached are made a part of and incorporated into the Contract.
City of Seal Beach STATE OF CALIFORNIA
RIVERS AND MOUNTAINS CONSERVANCY
211 8th Street 900 South Fremont Avenue, Annex, 2"d Floor
Seal Beaclt CA 90740 Alhambra CA 91802
� ,�
By ✓ B � vS
Title: ._ Belinda Faustinos, Executive Officer
Date : Date :
CERTIFICATION OF FUNDING (FOR STATE USE ONLY)
AMOUNT OF GRANT AGREEMENT NUMBER FUND—6029
$100,000 RMC03244 California Clean Water,Clean Air, Safe
ADJ. INCREASING ENCUMBERANCE APPROPRIATION Neighborhood Parks, and Coastal
Protection Bond Act
ADJ. DECREASING ENCUMBERANCE j FUNCTION
TOTAL GRANT AMOUNT LINE ITEM ALLOTMENT CHAPTER STATUTE 1 FISCAL
$100,000 3825-301-6029 157 2002 YEAR
03/04
T B.A NO. B.R.NO. INDEX OBJ. PCA PROJECT/WORK
L120 EXPEND 30102 PHASE
418
I hereby certify upon my personal knowledge that budgeted funds are available for this encumbrance
SIGNATURE OF ACCOUNTING OFFICER DATE
Z1/2 CPO y
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RMC 03244 4/13/04
Exhibit A
Scope of Work (Tasklist & Timeline)
City of Seal Beach
Open Space Opportunities
The City of Seal Beach is using this grant opportunity to investigate potential open
space opportunities within the City through a thorough investigation of open space,
interested partners, property owner information and significance to regional trails,
recreational opportunities, as well as habitat value. Additionally, the study will provide
the City an opportunity to evaluate water quality improvement projects and how they
can be linked to open space and habitat improvement opportunities.
Tasks:
1. Have a representative attend the proposition 40 workshop to be held November 24
and 25, 2003.
2. Review Background Materials.
2.1. RMC Website
2.2.Workshop Materials
2.3. Common Ground
3. Research open space plans in the City of Seal Beach including undeveloped,
developed and developing parcels and the City's General Plan.
4. Work with planning department to identify key parcels to protect and preserve local
and regional habitat viability.
4.1. Identify potential benefits, trail connections and potential wetland restoration
areas.
4.2.Check consistency with the vision of the RMC and the City.
4.3.Meet with the RMC staff to discuss findings
4.4.Plan and conduct one public workshop/visioning process meeting.
5. Respond to public requests and inquiries.
6. Outreach to others as necessary.
7. Prepare reports, briefing papers, web site documents and other information to
distribute to City Council members and present at City Council meeting.
7.1. Data obtained while researching open space plans.
7.2. Contact information for stakeholder groups and RMC.
7.3. Copies of maps acquired and a GIS layer.
7.4. Ranking of priority parcels and acquisitions and other potentials.
8. Monitor and Assess project success and progress.
8.1. Prepare and submit quarterly progress reports.
8.2. Compile final report.
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RMC 03244 4/13/04
Exhibit C
Monitoring and Assessment Plan
City of Seal Beach
Open Space Opportunities Grant
The City of Seal Beach is a local government municipality in Orange County and
is immediately adjacent to the San Gabriel River. In order to evaluate the
success of work of Seal Beach on the Open Space Opportunities grant program,
the following monitoring and assessment plan has been drafted.
1. The City of Seal Beach will provide the State of California Rivers and
Mountains Conservancy with quarterly project updates outlining the progress
made towards completion of project goals.
2. A final report will be compiled including pertinent deliverables, quarterly
reports and results of a stakeholder survey.
3. The State of California Rivers and Mountains Conservancy will be invited to
attend the public workshop.
1
Agreement Number: RMC 0324 itial-.57A63/0 SYQ
GRANT AGREEMENT
RIVERS AND MOUNTAINS CONSERVANCY
State of California—The Resources Agency -
GRANTEE City of Seal Beach
PROJECT TITLE City of Seal Beach Open Space Opportunities
PERFORMANCE PERIOD September 23, 2003 through March 23, 2005
Under the terms and conditions of this Contract, the Grantee agrees to complete the Project as described in the project description, and the
State of California, through its' Executive Officer of the Rivers and Mountains Conservancy pursuant to the Clean Water, Clean Air, Safe
Neighborhood Parks and Coastal Protection Bond Act of 2002(Proposition 40),agrees to fund the Project up to the Grant Amount.
PROJECT DESCRIPTION
See project description on the first page of the Grant Agreement.
Project is to be carried out in conformance with the task and timeline attached as Exhibit A, the budget attached as
Exhibit B, and the Monitoring and Assessment Plan attached as Exhibit C (hereinafter referred to as the "Work
Plan") and all Contract provisions as stated herein.
TOTAL GRANT AMOUNT NOT TO EXCEED $100,000
The General and Special Provision attached are made a part of and incorporated into the Contract
City of Seal Beach STATE OF CALIFORNIA
RIVERS AND MOUNTAINS CONSERVANCY
211 8'f Stree/.0 - 900 South Fremont Avenue, Annex 2"d Floor
Seal Be. Alhambra, CA 91802
BY ` By vfeu., 4
Title: C/TP A 4 EL Executive Officer
D. • //- 2 C • 03 Date /I/5/63
CERTIFICATION OF FUNDING (FOR STATE USE ONLY) _
AMOUNT OF GRANT AGREEMENT NUMBER I FUND 6029
$100,000 RMC03244 California Clean Water, Clean Air, Safe
ADJ. INCREASING ENCUMBERANCE APPROPRIATION Neighborhood Parks, and Coastal
Protection Bond Act
ADJ. DECREASING ENCUMBERANCE FUNCTION
TOTAL GRANT AMOUNT LINE ITEM ALLOTMENT CHAPTER STATUTE FISCAL
$100,000 3825-301-6029 3ter aie YEAR
/53-- 2& 3 03/04
T B A NO. B.R.NO. INDEX OBJ. PCA PROJECT/WORK
L120 EXPEND , IlkIlltrt PHASE
418 3t0J0o2
I hereby certify upon my personal knowledge that budgeted funds are available for this encumbrance
SIGNATURE OF ACCOUNTING OFFICER DATE
le
Page 1 of 12
Agreement Number: RMC.0324T
STATE OF CALIFORNIA
RIVERS AND MOUNTAINS CONSERVANCY
GRANT AGREEMENT
PROJECT DECRIPTION:
The City of Seal Beach is seeking a small planning grant to investigate potential open space
opportunities within the city. The RMC funding will allow a thorough investigation of open
space opportunities, interested partners, property owner information, and significance to regional
trails, recreational opportunities, as well as habitat value. Additionally, this study will provide
the city an opportunity to evaluate storm drain infrastructure and water quality improvement
projects, and how they can be linked to open space and habitat improvement opportunities.
TERMS AND CONDITIONS OF GRANT
The Grantee shall be responsible for the performance of the work as set forth herein below and
for the preparation of products and reports as specified in this Contract. The Grantee's Project
Representative shall promptly notify the State of events or proposed changes that could affect the
Work Plan under this Contract.
Special Provisions
1. Grantee shall agree to submit for approval a Work Plan, attached as Exhibit A and
Exhibit B, and a Monitoring and Assessment Plan, attached as Exhibit C, within 90 days
of Contract execution.
2. if the Project includes acquisition of real property:
a. As conditions precedent to the State's obligation to deposit the Grant Amount in
escrow, the Grantee shall submit to the State an appraisal for review and approval in
writing by the Department of General Services of all documents'pertaining to'the
Real Property appraisals and property transaction, and provided copies to the State.
The Grantee shall be required to establish a billing account with the Department of
General Services for this purpose.
b. A Memorandum of Unrecorded Grant Agreement, attached as Exhibit D, must be
recorded by the Grantee to provide notice of this agreement between the Grantee and
the San Gabriel and Lower Los Angeles Rivers and Mountains Conservancy.
3. If the Project includes development, landscaping and/or planting:
a. The Grantee shall include a representative of the State on the selection panel for
contracted services.
b. The Grantee shall submit a Project Development Plan, attached as Exhibit E, in
accordance with RMC General Policies, attached as Exhibit F, to the State for
approval prior to the solicitation of a subcontractor or awarding of a bid for services.
4. Grantee agrees to certify that the Project is consistent with local zoning.
5. Grantee agrees to consult with, and be consistent with, local or regional planning criteria
approved by agencies within the project jurisdiction, such as master plans or watershed
management plans unless such plans are inconsistent with the approved Work Plan.
Page 2 of 12
Agreement Number: RMC 0324• •
6. Grantee agrees to include active stakeholder participation in the planning and monitoring
and assessment process.
7. Rights in Data: The Grantee agrees that all data, plans, drawings, specifications, reports,
computer programs, operating manuals, notes, and other written or graphic work
produced in the performance of this Contract are subject to the rights of the State as set
forth in this section. The State shall have the right to reproduce, publish, and use all such
work, or any part thereof, in any manner and for any purposes whatsoever and to
authorize others to do so. If any such work is copyrightable, the Contractor may
copyright the same, except that, as to any work which is copyrighted by the Grantee, the
State reserves a royalty-free, nonexclusive, and irrevocable license to reproduce, publish,
and use such work, or any part thereof; and to authorize others to do so. (40 CPR 31.34,
31.36)
General Provisions
A. Definitions
I. The term "Act" as used herein means the Clean Water, Clean Air, Safe -
Neighborhood Parks and Coastal Protection Bond Act of 2002.
2. The term "CEQA" as used herein means the California Environmental Quality
Act, Public Resources Code Section 21000 et, seq.; Title 14, California Code of
Regulations Section 15000 et. seq.
3. The term "Contract" as used herein means a grant agreement between the State
and Grantee specifying the payment of Grant Amount by the State for the
performance of Work Plan within the Project Performance Period by the Grantee.
4. The term "Grantee" as used herein means the party described as the Grantee on
page 1 of this Contract.
5. The term "Grant Amount" as used herein means funds derived from the sale of
bonds authorized by the Act.
6. The term "Project" as used herein means the project described on page 1 of this
Contract.
7. The term "Project Performance Period" as used herein means the period of time
that the Grant Amount are available, and the time in which the Project must be
complete, billed and paid as described on page 1 of this Contract.
8. The term "Project Representative" as used herein means the person authorized by
the Grantee to be responsible for the Project and is capable of making daily
management decisions.
9. The term"State" as used herein means the Rivers and Mountains Conservancy.
B. Project Execution
Page 3 of 12
Agreement Number: RC 0324• •
M
1. Grantee agrees to complete the Project in accordance with the time of Project
Performance Period, and under the terms and conditions of this Contract.
Extensions may be requested at least 90 days in advance of the date of
termination and will be considered in the event of circumstances beyond the
control of the Grantee, but in no event subsequent to the end of the Project
Performance Period as identified in the Work Plan as the Project's date of
completion.
2. Grantee shall comply with the California Environmental Quality Act (Public
Resources Code, Section 21000, et. seq.).
3. If the Project includes acquisition of real property, the property must be acquired
from a willing seller and for no more than the appraised fair market value
approved by Department of General Services. The Grantee agrees to comply
with all applicable state (Chapter 16, Section 7260, Government Code) and local
laws or ordinances effecting relocation and real property acquisition.
Documentation of such compliance must be submitted to the State.
4. If the Project includes development, the Grantee shall comply with all applicable
current laws and regulations affecting development projects, including, but not
limited to, laws affecting health and safety, hazardous materials, historical
preservation, environmental impacts, building standards, and the like.
Documentation of such compliance will be made available for review upon
request by the State.
5. Grantee agrees to periodic site visits by the State to determine if development
work in accordance with the approved Work Plan including a final inspection
upon Project completion.
6. Grantee agrees to submit in writing any deviation from the attached Work Plan to
. the State for approval prior to implementation of changes. Changes in Work Plan
must be approved by the State and must meet the exact need described in the
original project application.
7. Grantee agrees to provide reasonable public access to lands acquired in fee with
Grant Amount except where that access may interfere with habitat protection.
8. Grantee agrees to post signs acknowledging the source of funds consistent with
the attached signage guidelines attached as Exhibit G.
C. Project Costs
Subject to the availability of Grant Amount in the Act, the State hereby grants to the
Grantee a sum of money (Grant Amount) not to exceed the amount stated on page 1 of
this Contract in consideration of and on condition that the sum be expended in carrying
out the purpose as set forth in the Work Plan and under the terms and conditions set forth
in this Contract. Grantee agrees to assume any obligation to furnish any additional funds
that may be necessary to complete the Project. All costs accrued for services or supplies
prior to the execution of Contract are not eligible for reimbursement.
Eligible and Ineligible costs include, but are not limited to, items described in Exhibit H.
Page 4 of 12
e,
Agreement Number: RMC 0324 •
The Grant Amount to be provided to the Grantee, under this Contract, may be disbursed
as follows:
1. For acquisition projects: The State shall disperse up to 100% of the purchase
price and costs of acquisition approved by Department of General Services when
an escrow is opened.
2. For development projects: The State may reimburse the Grantee the Grant
Amount upon submission of a payment request consistent with the Work Plan of
this Contract.
3. Preliminary costs, including planning, plan documentation, designs, appraisals
and negotiations, permit costs, consultant costs, and other similar costs, are
expenditures subject to maximum 20% (including indirect and overhead costs) of
the Grant Amount for Grant Amounts over $100,000 dollars.
4. Indirect and overhead costs shall not exceed 10% of the Grant Amount
5. Subject to prior review and approval of the State, line item shifts if up to
$100,000 or ten percent of the annual contract total, whichever is less, may be
made during the grant performance period. Line item shifts may be
proposed/requested by the Grantee in writing and must not increase or decrease
the total contract Grant Amount.
D. Payment Documentation
I. All payment requests must be submitted to the Grantee using a completed
Payment Request Form, attached as Exhibit I. This form must be accompanied
by an itemized list of all charges documenting check numbers, amounts, dates,
recipients, purpose of expenditures, and clearly identify charges to Work Plan
tasks and elements. Any payment request that is submitted without the
itemization will not be authorized. If the itemization or documentation is
incomplete, inadequate or inaccurate, the State will inform the Grantee and hold
the payment request until all required information is received or corrected. Any
penalties imposed on the Grantee by a contractor because of delays in payment
will be paid by the Grantee and is not reimbursable under this Contract. A Report
of Alternate Funding Source Expenditures, attached as Exhibit J, should be
submitted to the State with each Payment Request.
2. Grantee shall submit all documentation for Project completion and final
reimbursement within 90 days of Project completion, but no later than the end of
the Project Performance Period as shown on the signature page.
3. Payments shall be on the basis of costs incurred, less 10% to be withheld from all
invoiced amounts.
4. Advance payment for the Project is not allowed. The State, at its sole discretion,
may honor advance payment requests, if warranted by a documented compelling
need. A Payment Request Form, including all cost estimates for services,
equipment and supplies to support the advanced amount requested, should
Page 5 of 12
Agreement Number: RMC 0324
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accompany this document.
5. If Grant Amount is advanced, the Grantee shall place these Funds in a separate
interest bearing account, setting up and identifying such account prior to the
advance. Interest earned on Grant Amount shall be used solely on the Project, as
approved by the State. Unless spent on approved costs, the Grant Amount shall
be reduced by the amount of the interest earned.
6. Any overpayment of Grant Amount in excess of final project costs shall be
returned to the State within 60 days of completion of the Project or the end of the
Project Performance Period as shown on the signature page, whichever is earlier.
E. Project Administration
I. Grantee agrees to provide all technical and administrative services as needed for
Contract completion; monitor and review all work performed; and coordinate
budgeting and scheduling to assure that the Contract is completed within budget,
on schedule, and in accordance with approved procedures, applicable laws, and
regulations.
2. Grantee ensures that the Contract requirements are met through completion of
Quarterly Progress Reports, attached as Exhibit K, and Quarterly Expenditure
Projection Reports, attached as Exhibit L, submitted to the State in accordance
with the Work Plan and through regular communication with the State. The State
reserves the right to require reports more frequently than on a quarterly basis if
necessary, but no more than once a month.
a. The quarterly progress reports shall describe activities undertaken and
accomplishments of each task during the quarter, milestones achieved, and
any problems encountered in the performance of the work under this
Contract. The description of activities and accomplishments of each task
shall be in sufficient detail to provide a basis for payment of invoices and
shall be translated into percent of task work completed for the purpose of
calculating invoice amounts. Progress reports should directly address tasks,
timelines, deliverables, milestones and associated costs scheduled in Exhibit
A, Exhibit B and Exhibit C.
b. The quarterly expenditure projection report should reflect tasks and
deliverables in the quarterly progress report, including the projected costs
associated with completion of remaining tasks. The sum of all quarterly
expenditure projection reports should equal that of approved Grant Amount.
If at any point the Grantee exceeds the budgeted amount for completion of a
task, the State will notify the Grantee of their responsibility to complete the
task with an alternate source of funds.
3. Disclosure Requirements - include the following disclosure statement in any
document, written report, or brochure prepared in whole or in part pursuant to
this Contract:
'Funding for this project has been provided in full or in part through a Contract
with the Rivers and Mountains Conservancy (RMC) pursuant to the California
Page 6 of 12
Agreement Number: RMC 0324• •
Clean Water, Clean Air, Safe Neighborhoods, and Coastal Protection Bond Act
of 2002 (Proposition 40). The contents of this document do not necessarily
reflect the views and policies of the RMC, nor does mention of trade names or
commercial products constitute endorsement or recommendation of use."
Grantee shall include in each of its subcontracts for work under this Contract a
provision that incorporates the requirements stated within this subtask.
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4. Grantee shall notify the State at least ten (10) working days prior to any public or
media event publicizing the accomplishments and/or results of this Contract and
• provide the opportunity for attendance and participation by RMC representatives.
5. Grantee must complete a one-page contract summary form, attached as Exhibit
M, within three months of the Contract execution.
6. Grantee must document steps taken in soliciting and awarding the subcontractors
and submit them to the State for review and document all subcontractor activities
in quarterly reports.
7. At the completion of this Project and prior to final payment, the Grantee Project
Representative shall fill out and provide a project certification form to the State,
attached as Exhibit N.
8. Grantee agrees to promptly submit reports as the State has requested in this
Contract or may request during the life of this Contract. Grantee shall provide the
State a Project Costs Summary Form, attached as Exhibit 0, a Labor Cost
Summary Form, attached as Exhibit P, and an Equipment Costs Summary Form,
attached as Exhibit Q, showing total final Project expenditures.
9. Grantee agrees that property and facilities acquired or developed pursuant to this
Contract shall be available for inspection upon request by the State.
F. Project Withdrawal
I. If a Grantee wished to withdraw a Project, Grantee shall notify the State in
writing.
2. In the event an approved project cannot be completed, and if Grant Amount were
advanced, those funds, plus any accrued interest, must be returned to the State.
3. If funds will be used for the CEQA/NEPA process and the Grantee has made a
full-faith effort to complete CEQA/NEPA, but is unable to complete the
CEQA/NEPA process or otherwise proceed with the Project due to issues related
to the CEQA/NEPA process, costs incurred by the Grantee that are directly
related to the CEQA/NEPA process can be applied up to the limit of 20% of the
total original grant.
G. Project Termination
I. Grantee may unilaterally rescind this Contract at any time prior to the
Page 7 of 12
Agreement Number: RMC 03244
• •
commencement of the Project. After Project commencement this Contract may
be rescinded, modified or amended by mutual agreement in writing.
2. Failure by the Grantee to comply with the terms of this Contract or any other
Contract under the Act may be cause for suspension of all obligations of the State
hereunder.
3. Failure of the Grantee to comply with the terms of this Contract shall not be
cause for the suspension of all obligations of the State hereunder if in the
judgment of the State such failure was due to no fault of the Grantee.
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4. In such case, any amount required to settle at minimum cost any irrevocable
obligations properly incurred shall be eligible for reimbursement under this
Contract.
5. Because the benefit to be derived by the State, from the full compliance by the
Grantee with the terms of this Contract, is the preservation, protection and net
increase in the quantity and quality of parks, public recreation facilities and/or
historical resources available to the people of the State of California and because
such benefit exceeds to an immeasurable and unascertainable extent the amount
of money furnished by the State by way of Grant Amount under the provisions of
this Contract, the Grantee agrees that payment by the Grantee to the State of an
amount equal to the amount of the Grant Amount disbursed under this Contract
by the State would be inadequate compensation to the State for any breach by the
Grantee of this Contract. The Grantee further agrees therefore, that the
appropriate remedy in the event of a breach by the Grantee of this Contract shall
be the specific performance of this Contract.
6. Grantee and State agree that if the Project includes development, final payment
may not be made until the Project conforms substantially to this Contract and is a
useable facility.
H. Loss of Grant Amount
The following actions may result in a loss or part of all Grant Amount allocated to the
Grantee.
I. A Grantee fails to return a signed Contract with the RMC within 60 days of
receipt of the Contract.
2. A Grantee fails to produce a Work Plan for approval by the State within 90 days
of signing a Contract with the State.
3. A Grantee fails to produce a Work Plan that is consistent with Common Ground,
Phase II Final Report and/or is inconsistent with the California Clean Water,
Clean Air, Safe Neighborhoods, and Coastal Protection Bond Act of 2002 and
the intent of State's objectives as stated in authoring statute (Public Resources
Code, Sections 32600-32621).
4. A Grantee withdraws the Project.
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Agreement Number: RMC 0324 •
5. A Grantee fails to compete the Project and/or fails to submit all documentation
before June 30, 2007.
I. Hold Harmless
. Grantee agrees to waive all claims and recourse against the State including the
right to contribution for loss or damage to persons or property arising from,
growing out of or in any way connected with or incident to this Contract except
claims arising from the concurrent or sole negligence of State, its officers, agents,
and employees.
2. Grantee agrees to indemnify, hold harmless and defend State, its officers, agents
and employees against any and all claims demands, damages, costs, expenses or
liability costs arising out of the acquisition, development, construction, operation
or maintenance of the property described as the Project which claims, demands,
or causes of action arise under Government Code Section 895.2 or otherwise
except for liability arising out of the concurrent or sole negligence of State, its
officers, agents or employees.
3. Grantee agrees that in the event State is named as codefendant under the
provisions of Government Code Section 895 et seq., the Grantee shall notify
State of such fact and shall represent State in the legal action unless State
undertakes to represent itself as codefendant in such legal action in which event
shall bear its own litigation costs, expenses, and attorney's fees.
4. Grantee and State agree in the event of judgment entered against the State and
Grantee because of the concurrent negligence of the State and Grantee, their
officers, agents, or employees, an apportionment of liability to pay such,
judgment shall be made by a court of competent jurisdiction. Neither party shall
request a jury apportionment.
5. Grantee agrees to indemnify, hold harmless and defend the State, its officers,
agents and employees against any and all claims, demands, costs, expenses or
liability costs arising out of legal actions pursuant to items to which the Grantee
has certified. Grantee acknowledges that it is solely responsible for compliance
with items to which it has certified.
J. Financial Records
1. Grantee agrees to maintain satisfactory financial accounts, documents and
records for the Project and to make them available to the State for auditing at
reasonable times. Grantee also agrees to retain such financial accounts,
documents and records for three years following Project termination or
completion.
2. Grantee and State agree that during regular office hours each of the parties hereto
and their duly authorized representative shall have the right to inspect and make
copies of any books, records or reports of the other party pertaining to this
Contract or matters related thereto. Grantee agrees to maintain and make
available for inspection by the State accurate records of all of its costs,
disbursements and receipts with respect to its activities under this Contract.
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• •
Agreement Number: RMC 03244
3. Grantee agrees to use a generally accepted accounting system.
K. Audit
1. Projects are subject to audit by the State for three years following the final
payment of Grant Amount. The purpose of this audit is to verify that project
expenditures were properly documented. Grantees will be contacted at least 30
days in advance of an audit.
2. Audit will include all books, papers, accounts, documents, or other records of the
Grantee, as they relate to the Project for which the State authorized Grant
Amount. The Grantee shall have the Project records, including the sources
documents and cancelled warrants, readily available to the State.
3. The Grantee must also provide an employee having knowledge of the Project and
the accounting procedure or system to assist the State's auditor. The Grantee
shall provide a copy of any document, paper, record, or the like requested by the
State.
4. All Project records must be retained for at least one year following an audit or
final disputed audit findings.
L. Use of Facilities
1. Grantee agrees that the Grantee shall use the property acquired or developed with
Grant Amount under this Contract only for the purpose for which the Grant
Amount were requested and no other use of the area shall be permitted except by
specific act of the Legislature.
2. Grantee must certify to the State that the Grantee has adequate control of, and
tenure to, properties to be improved under this Contract. Adequate controls
include, but are not limited to ownership, lease, easement, joint-powers
agreement, or other long-term interest in the property, or have a satisfactory
contract with the legal owner/administering agency.
3. Grantee must certify that the property will remain available for compatible public
use.
4. Grantee shall not use or allow the use of any portion of the real property for
mitigation or to compensate for adverse changes to the environment elsewhere.
5. Grantee agrees to maintain, operate and use the property funded pursuant to this
Act for a period of at least 20 years for a Contract up to $1,000,000 or at least 25
years for a Contract over $1,000,000. For urban stream restoration projects,
alternate maintenance and operation periods may be negotiated, as appropriate
for individual projects. With the approval of the State, the Grantee or its
successor in interest in the property may transfer the responsibility to maintain
and operate the property in accordance with this requirement. Grantee may be
excused from its obligations for operation and maintenance of the Project site
only upon the written approval of the state for good cause. "Good Cause"
Page 10 of 12
Agreement Number: RMC 0324
•
includes, but is not limited to, natural disasters that destroy the Project
improvements and render the Project obsolete or impracticable to rebuild. A
lease or other short-term agreement cannot be revocable at will by the lessor.
6. Grantee shall use the property for the purposes for which the Contract was made
and shall make no other use or sale or other disposition of the property, except as
consistent with the Act and authorized by the State. This Contract shall not
prevent the transfer pf the property from the Grantee to a public agency, if the
successor public agency assumes the obligations imposed by this Contract. If the
use of the property is changed to a use that is not permitted by the Act, or if the
property is sold or otherwise disposed of, an amount equal to (1) the amount of
the Contract, (2) the fair market value of the real property, or (3) the proceeds
from the sale or other disposition, whichever is greater, shall be reimbursed to the
State. If the property sold or otherwise disposed of is less than the entire interest
in the property funded by the Contract, an amount equal to either the proceeds
from the sale or other disposition of the interest or the fair market value of the
interest sold or otherwise disposed of, whichever is greater, shall be reimbursed
to the State.
M. Nondiscrimination
1. The Grantee shall not discriminate against any person on the basis of sex, race,
color, national region, age, religion, ancestry, or physical handicap in the use of
any property or facility acquired or developed pursuant to this Contract.
2. The Grantee shall not discriminate against any person on the basis of residence
except to the extent that reasonable differences in admission or other fees may be
maintained on the basis of resident and pursuant to law. (Belinda has comments).
3. All facilities shall be open to members of the public generally, except as noted
under the special provisions of this Contract.
N. Application Incorporation
The Application and any subsequent change or addition approved in writing by the State
is hereby incorporated in this Contract as though set forth in full in this Contract.
O. Severability
If any provision of this Contract or the application thereof is held invalid, that invalidity
shall not affect other provisions or applications of the Contract which can be given effect
without the invalid provision or application, and to this provisions of this Contract are
severable.
P. Waiver
No terms or provision hereof will be considered waived by either party, and no breach
excused by either party, unless such waiver or consent is in writing and signed on behalf
of the party against whom the waiver is asserted. No consent by either party to, or waiver
of, a breach by either party, whether expressed or implied will constitute consent to,
waiver of, or excuse of any other, different, or subsequent breach by either party.
Page 11 of 12
Agreement Number: RMC 03244• •
Q. Assignment
Without the written consent of the RMC, this Contract is not assignable by the Grantee
either in whole or in part.
Page 12 of 12
• •
Exhibit A
Tasklist & Timeline
IMPORTANT NOTE: The grantee cannot commence work on this project
before the workplan is approved by the project manager. Therefore, any
work performed prior to approval of the workplan will not be reimbursed.
The workplan is comprised of the tasklist, timeline, budget and monitoring
and assessment and project development plans.
The tasklist must be consistent with the document submitted during the
competitive grant program. Specifically, the tasklist includes a delineation of all
deliverables and the tasks associated with the development of the deliverables.
Each task should be sequenced in a logical order and be clearly associated with
the budget. Tasks should have a clearly defined completion date. The tasklist
and timeline for the project should include monitoring and assessment tasks,
quarterly progress reports, quarterly expenditure projection reports and all other
reports referred to in this Contract.
This document must be submitted to the project manager within 90 days of
Contract execution.
• •
Exhibit B
Budget
IMPORTANT NOTE: The grantee cannot commence work on this project
before the workplan is approved by the project manager. Therefore, any
work performed prior to approval of the workplan will not be reimbursed.
The workplan is comprised of the tasklist, timeline, budget and monitoring
and assessment and project development plans.
The project budget will be used throughout the remainder of the project to track
project expenses and measure the money actually spent on the project activities
against estimates provided by the Grantee. Direct and indirect costs should be
included and each line item should correlate with the project tasklist and timeline.
This document must be submitted to the project manager within 90 days of
Contract execution.
•
• •
Exhibit C
Monitoring and Assessment Plan
IMPORTANT NOTE: The_grantee cannot commence work on-this-project
before the workplan is approved by the project manager. Therefore, any
work performed prior to approval of the workplan will not be reimbursed.
The workplan is comprised of the tasklist, timeline, budget and monitoring
and assessment and project development plans.
A Monitoring and Assessment Plan must be provided as a means to evaluate the
success of the proposed action or improvement, and monitoring progress
towards meeting project goals. The standards for monitoring each project
approved for funding will be developed in concert with the State.
This document must be submitted to the project manager within 90 days of
Contract execution.
• •
Exhibit D
Memorandum of Unrecorded Grant Agreement
State of California )
Rivers and Mountains Conservancy )
Belinda Faustinos )
900 South Fremont Avenue )
2nd Floor Annex )
Alhambra, CA 91802 )
Space above this line for Recorder's use
MEMORANDUM OF UNRECORDED GRANT AGREEMENT
This Memorandum of Unrecorded Grant Agreement (Memorandum), dated as of
, 2003, is recorded to provide notice of an agreement between
the State of California, by and through the Rivers and Mountains Conservancy ("State")
and ("Grantee").
RECITALS
A. On or about , State and Grantee
entered into a certain Grant Agreement, Grant No. ("Contract"),
pursuant to which the State granted to Grantee certain funds for the
acquisition of certain real property, more particularly described in attached
Exhibit A and incorporated by reference (the "Real Property").
B. Under the terms of the Contract, the State reserved certain rights with
respect to the Real Property.
C. Grantee desires to execute this Memorandum to provide constructive
notice to all third parties of certain State reserved rights under the Contract.
NOTICE
1. Said Real Property (including any portion of it or any interest in it) must be
used for the purposes of expanding or establishing open space for passive
natural and passive recreational uses and other compatible public uses
constant with the description of the purpose of the acquisition in the Contract.
2. Said Real Property shall be maintained and operated under this program
for a period of at least 20 years for grants up to $1,000,000 and at least 25
years for grants over $1,000,000.
3. Said Real Property (including any portion of it or any interest in it) may not
be sold or transferred without the written approval of the State of California,
acting through the Rivers and Mountains Conservancy, or its successor, •
provided that such approval shall not be unreasonably withheld as long as
the purposes for which the Contract was awarded are maintained.
• •
4. Said Real Property (including any portion of it or any interest in it) may not
be used as security for any debt or for mitigation without the written approval
of the State of California, acting through the Rivers and Mountains
Conservancy, or its successor, provided that such approval shall not be
unreasonably withheld as long as the purposes for which the Contract was
awarded are maintained."
5. For additional terms and conditions of the Contract, reference should be
made to the Grant Agreement, which is on file with the Rivers and Mountains
Conservancy, 900 South Fremont Avenue, 2nd Floor Annex, Alhambra,
California 91802.
• GRANTEE:
By:
•
Title:
• •
Exhibit E
Project Development Plan
The RMC expects to be continuously involved in all stages of Projects which
include planning and/or development including approval of any bid or proposal
document scopes prior to selecting contractors and/or consultants, involvement
in the selection of contractors/consultants, and approval of any plans and
technical details prior to the work being executed. Below is a list of details the
RMC will need to review and approve prior to their implementation. The purpose
of these ,procedures is to ensure that the ultimate development project will •
conform to our mission and goals.
Planting/Landscaping Plan Component
In order to adequately evaluate the project proposal please provide text as well
as budget estimates that provide RMC staff sufficient detail to evaluate the
ecological details of the planting/landscaping plan. The text description should
provide scientific rationale for the chosen native plant palette, grouping, structure,
choice of vegetation communities and how they are consistent with the overall
project goals. Details including slope aspect, soils, hydrology, elevation, etc.,
should be considered in deciding upon a plant palette.
1. Location of all plant materials, a legend with botanical and common
names, and size of plant materials;
2. Existing and proposed buildings, walls, fences, utilities, paved areas and
other site improvements;
3. Existing trees and plant materials to be removed or retained;
4. Designation of hydrology-zones. Hydro-zones are defined as a portion of
• the landscaped area having plants with similar water needs, areas with
similar microclimate (i.e., slope, aspect, exposure, wind, etc.), and soil
conditions, and areas that will be similarly irrigated. A hydro-zone can be
served by one irrigation valve, or a set of valves with the same schedule;
5. Details and specifications for tree staking, planting details, soil
preparation, irrigation requirements (amount and frequency)
Grading and Drainage Plan Component
1. Grading Plan (showing property lines and street names, existing and
proposed buildings, walls, fences, utilities, paved areas, drainage features
and other site improvements;
2. Existing and finished contour lines and spot elevations as necessary for
the proposed site improvements (if applicable given scope of project);
3. Schematic cross sections showing site micro-topography and best
management practices (does not have to be to scale)
Irrigation Plan Component
1. Layout of the irrigation system and a legend summarizing the type and
size of all components of the system, including the manufacturer name
• and model numbers;
2. Installation details for irrigation components.
• •
Exhibit F
RMC General Policies
-- The Project Development Plan (PDP) is a technical "living" document that will
enable the RMC to track grant projects to ensure our mission and goals are
reflected in each project. In developing the PDP, the following guiding
principles must be incorporated for consistency with RMC policies;
• Grantees shall exclude the use of invasive plants, as listed in the
document "Exotic Pest Plants of Greatest Ecological Concern in
California" (www.rmc.ca.gov ) in their planting palette. Furthermore, any
invasive species from this list that currently exist on the project site must
be removed as part of the landscaping plan (phased removal is
acceptable).
• Grantees shall utilize native, indigenous plants, locally propagated to the
extent possible, in their planting palette except under written authorization
from RMC. A basic (but by all means not all inclusive) list of native, locally
available indigenous plants is available on our website to help develop a
plant palette (www.rmc.ca.qov) .
• If the project involves a trail system, the guiding principles in "Planning
Trails with Wildlife in Mind' available on the RMC website
(www.rmc.ca.gov) must be utilized in the trail design.
• Grantee will use porous materials, and/or recycled paving materials
instead of impervious paving materials for portions of their projects
requiring pavement (i.e., parking lots, trails, etc.) unless prohibited by local
building codes.
• If lighting elements are required as part of the project Workplan,
environmentally sensitive, directional lighting must be used to minimize
any impact to wildlife. Care should also be taken to control the number
hours lighting is needed.
• Use of sustainable energy sources, such as solar or wind power is
encouraged for appropriate tasks in the Workplan.
• The use of recycled materials for fencing, benches, signage, etc., must be
considered to further our mission of sustainable development.
• Any irrigation installed on the project site as part of the Workplan must be
a water efficient irrigation system. In projects where turf is to be installed,
both a rain sensor and a soil moisture meter are required to ensure water
efficient irrigation practices. A rain sensor will halt irrigation on days it is
• raining, eliminating excessive water runoff. A soil moisture meter will
automatically shut off irrigation when the root zone of the turf becomes
saturated, preventing excessive irrigation runoff.
• The use of appropriate storm water best management practices (BMPs)
must be utilized on the project site. In areas where grading, vegetation
clearing, or planting occur, BMPs must be utilized to control excessive
erosion while vegetation becomes established (see
http://www.cabmphandbooks.com for more information).
• •
Exhibit G
Signage Guidelines
Authority - - . .
All Projects funded by RMC under Proposition 40; the Clean Water, Clean Air,
Safe Neighborhood Parks, and Coast Protection Bond Act of 2002, must include
a posted sign acknowledging the source of the funds.
Purpose
Installation of signs at all Project sites is intended to acknowledge the public's
support of the 2002 Resources Bond and promote the benefits provided by Bond
fund assistance.
Types of Signs
1. Signs posted during construction (required for specific situations)
For Projects funded with RMC 2002 Bond Act funds in excess of $750,000
and/or those Project in areas of high visibility (such as near a, major
thoroughfare) a sign is required during construction.
Recommended minimum size of sign: 4 feet x 8 feet
2. Signs Posted Upon Completion (required for all Projects)
All Grantees are required to post a sign at the Project site. The sign must
be available for the final inspection of the Project. All signs must include
the universal logo (see information on the logo below).
There is no minimum or maximum size for the sign (other than the
minimum size for the logo) as long as the sign contains the required
wording (see below).
Language for Sign
All signs will contain the minimum language below:
(Project Name)
Another Project to Improve California
Funded by the Rivers and Mountains Conservancy
LOGO
California Clean Water, Clean Air, Safe Neighborhoods, and
Coastal Protection Bond Act of 2002
Mary Nichols, Secretary for Resources
Gray Davis, Governor
• •
The name of the local agency or other governing body may also be added. The
sign may also include the names (and/or logos) of other partners, organizations,
individuals and elected representatives as deemed appropriate by those involved
in the Project.
Universal Logo
All signs will contain the RMC logo. The logo will be on a template, available on
line at http://www.rmc.ca.gov. The Project manager can also provide the logo on
disk.
• The logo must be mounted in an area to maximize visibility and durability.
• The logo must be a minimum of 2'x2'. Exceptions are permitted in the case of
trails, historical sites and other areas where these dimensions may not be
appropriate.
Sign Construction
All materials used shall be durable and resistant to the elements and graffiti. The
California Department of Parks and Recreation and California Department of
Transportation standards can be used as a guide for gauge of metal, quality of
paints used, mounting specifications, etc.
Sign Duration
The goal is to have Project signs in place for a lengthy period of time, preferably
a minimum of two years for all Projects and four years for Projects over
$750,000.
Sign Cost
The cost of the sign(s) is an eligible Project cost. More permanent signage is
also encouraged; e.g., bronze memorials mounted in stone at trailheads, on
refurbished historical monuments and buildings, etc.
Appropriateness of Signs
For Projects where the required sign may be out of place (such as some cultural
and historic monuments and buildings or where affected by local sign
ordinances), the Project Manager in consultation with the Applicant may
authorize a sign that is appropriate to the Project in question. Alternate signage
must be clearly recognizable as a RMC 2002 Bond Project. Archaeological sites
are excluded from the sign requirement.
Signs on State Highways
Signs placed within the state highway right-of-way may require a Caltrans
encroachment permit. Contact the local Caltrans District Office early in the
planning phases for more information.
Further Questions
The Grantee should consult with the Project Manager to resolve any sign issues.
The logo is currently being developed and will be provided as soon as
possible.
• •
Exhibit H
Eligible & Ineligible Costs
Eligible Costs
All eligible costs must be supported by appropriate documentation. ' •
COSTS EXPLANATION EXAMPLES
Preliminary Costs • Costs incurred after a Contract with RMC has been fully • CEQA compliance
(not to exceed 20% of executed, including planning, plan documentation, designs, • Construction plans
grant total) appraisals and negotiations, permit costs, consultant costs Permits/Appraisals
• Expenditure subject to maximum of 20%of total grant • Acquisition documents, etc.
Personnel or • Must be computed according to the Grantee's prevailing wage • Wages and benefits
Employee Services or salary scales • Work performed by another
• Must be computed on actual time spent on Project section/department in agency
• Must not exceed the Grantee's established rates for similar
positions
Consultant Services • Costs paid to consultants necessary for the Project • Costs paid to consultants
• Consultants must be paid in compliance with the Grantee's necessary for the Project
customary method and rate
• No consultant fee shall be paid to the Grantee's own employees
without prior approval
Construction • All necessary construction activities • Site preparation,grading
• Construction management • Facility development
• Inspection and construction
management
Construction • The Grantee may only charge the cost of the actual use of the • Rental equipment
Equipment equipment during the time it is being used for Project purposes • Leased equipment
• The Grantee may use the California Department of • Purchased equipment
Transportation's equipment rental rates as a guide
• The Grantee shall prorate the value of the purchased
equipment toward the Project based on hours of usage
• The equipment use charges must be made in accordance with
the Grantee's normal accounting practices
• The Grantee must describe the work performed, the hours
used, and related use to Project
Fixed Equipment • Equipment permanently fixed to Project facility • Fixed resting areas/benches _
Construction Tools/ • May be purchased for specific Project,or may be drawn from • Materials such as concrete,
Supplies/Materials central stock if claimed costs are no higher than those the wood, etc.
Grantee would pay •, Supplies such as fasteners,
• Costs may be capitalized according to the Grantee's standard nails, or other hardware and
policy non-fixed equipment
• The Grantee may only claim those costs reasonably attributable
to the Project
Relocation Costs • Costs resulting in displacement of a person/business • See Chapter 16, Section 7260,
• The Grantee shall comply with State Relocation Act Government Code.
requirements.
Acquisition Costs • Appropriate costs of acquiring real property • Purchase price/Appraisals
• DGS approved appraisal costs • Title/Escrow fees
• Surveying/Improvements
Indirect/Overhead • Costs shall not exceed 10%of grant total • Administrative overhead
Restoration/ • All required materials for restoration/rehabilitation work • Planting/Soil improvements
Rehabilitation Costs • Includes removal and disposal of exotic/invasive species • Irrigation systems (temporary
or permanent, as applicable)
Environmentally Aimed • Components to storm water management projects that include • Filtration systems
BMP Measures habitat supporting measures • Erosion control materials
Education • All fixed materials that serve interpretive or educational • Signs/Interpretive aids/Kiosks
Infrastructure - purposes
• •
Miscellaneous • Other Project-related costs • Communications expenses
• Construction insurance
• Signs/Interpretive aids
• Transportation costs
Ineligible Costs
The following is a non-exclusive list of ineligible project costs:
COSTS EXPLANATION EXAMPLES
Operations and • Costs necessary for the short or long term operation and • Personnel or employee
Maintenance Costs maintenance of property or facilities once the property has been services
acquired or the facility or area has been restored, rehabilitated, • Equipment, supplies
or developed
Non-fixed Equipment • Equipment that is not permanently fixed to the project facility or • Computer equipment
used for construction (hardware and software)
• Portable equipment
Playground • Active recreation equipment costs are ineligible • Swingsets, skateparks, pools,
Equipment or ball field apparatus, basketball
Infrastructure courts
Mitigation Costs • Costs associated with exclusively fulfilling mitigation • Land acquisition, development,
requirements for this or other projects restoration or rehabilitation for
mitigation for this or other
projects
Ceremonial or • Funds may not be used for ceremonies, parties, or other • Food and beverages
Publicity Expenses publicity expenses (except for required signage) • Facility rental
Ineligible Travel • Travel costs not directly associated with the project • Travel expenses
• Travel claimed when no work time was claimed for the same
period
Lobbying/Fundraising • Costs associated with grant application preparation,for this • Staff time
grant or for others associated with this or any other project • Lobbyist fees
• Costs associated with lobbying legislature or other bodies for • .Travel expenses
funds for this or any other project
Contract Cost • Unapproved contract costs overruns exceeding the allowable • Unapproved costs
Overruns amount as per contract budget specifications
•
• •
Exhibit I
Payment Request Form
1. PROJECT NUMBER 2. AGREEMENT NUMBER
3. GRANTEE
4. PROJECT TITLE
5. TYPE OF PAYMENT
ADVANCE REIMBURSEMENT FINAL
❑ ❑ ❑
6. PAYMENT INFORMATION
a. Grant Amount $
b. Funds Received to Date $
c. Available (a. minus b.) $
d. Amount of This Request $
e. Remaining Funds After This Payment(c. minus d.) $
7. SEND WARRANT TO:
GRANTEE NAME
STREET ADDRESS
CITY, STATE, ZIP CODE
ATTENTION
8. SIGNATURE OF PERSON AUTHORIZED IN TITLE DATE
RESOLUTION
FOR RMC USE ONLY
PAYMENT APPROVAL SIGNATURE DATE
This form must be accompanied by complete and accurate documentation of
expenses.
• •
PAYMENT INSTRUCTIONS
The following instructions correspond to items on the Payment Request Form:
1. PROJECT NUMBER -- The number assigned by the State to this Project
2. AGREEMENT NUMBER -- As shown in Certification of Funding section of
the Project Contract
3. GRANTEE -- GRANTEE name as shown on the Project Contract
4. PROJECT TITLE -- Title of Project for which payment is requested
5. TYPE OF PAYMENT -- Check appropriate box
6. PAYMENT INFORMATION
(a) State Grant Amount -- The amount of state grant funds allocated to
this Project
(b) Funds Received to Date -- Total amount already received for this
Project
(c) Available -- (a. minus b.)
(d) Amount of This Payment Request -- Amount that is being
requested
(e) Remaining Funds After This Payment -- (c. minus d.)
7. SEND WARRANT TO — Grantee name, address and contact person
8. SIGNATURE OF AUTHORIZED PROJECT REPRESENTATIVE
Payment request forms must be accompanied by a progress report detailing
activities completed and an itemized list of all charges documenting check
numbers, amounts, dates, recipients, and purpose of the charges. You may use
the Project Summary Form in the Project Completion Packet. Payment requests
should clearly identify elements of the work plan to which they relate.
Payment requests without complete and accurate documentation will not be
approved for payment until required information is received.
•
• •
Exhibit J
Report of Alternative Funding Expenditures
•
(RMC will consider the use of organizational records in lieu of this form if they contain all of the required
information as shown on this form, Grantees should still summarize information on this form.)
Grantee Name
Agreement Number
Costs charged to other Funding Sources: Grantee's own funds, State or Federal funds, other
grants, etc.
Check Date of
Number Check Recipient Purpose Amount
Subtotal
•
(Carry Total forward to Project Costs Summary Form) Total
• •
Exhibit K
Quarterly Progress Report
PROGRESS REPORT#
#QUARTER- "DATE"
Project Name
Submitted by: "Project Representative", "Grantee"
Date Submitted:
Summary of Work Completed During This Reporting Period (List all tasks)
% of Work Date
Deliverable Tasks Due Date Complete Submitted
•
List of Deliverables by Subtask No.
Additional Attachments
Progress Report Narrative
• •
Exhibit L
Quarterly Expenditure Projection Reports
Remaining Work For Duration of Project (List all tasks).
Amount Estimated in Amended
Deliverable Task Due Date
Budget Projected Amount
Total Amount Estimated in Budget for Tasks $
Total Amended Projected Amount $
• •
Exhibit M
Contract Summary Form
This information will be made available to the public on the Rivers and
Mountains Conservancy website.
Date:
PROJECT INFORMATION
Project Title:
Project Purpose — Problem / Goals ("why" the project):
Project Abstract (brief description of project):
Which RMC program is funding this project? Please put an "X"
❑ Prop 13 ❑ Prop 40 ❑ Work Program
PROJECT REPRESENTATIVE
Name: Job Title:
Organization: Webpage Address:
Address:
Phone: Fax number:
Email:
PROJECT PERFORMANCE PERIOD
From: To:
PARTICIPANTS AND PARTNERSHIPS
LOCATION
Address:
Size of Project (include units): Counties included in project:
Biography of Grantee:
Biography of Project:
H) Short-term Goals:
I) Long-term Goals:
PLEASE PROVIDE A HARD COPY AND AN ELECTRONIC COPY TO THE
RIVERS AND MOUNTAINS CONSERVANCY.
• •
Exhibit N
Project Certification Form
GRANTEE:
AGREEMENT NUMBER:
GRANTEE CONTACT FOR AUDIT PURPOSES
NAME:
ADDRESS:
PHONE: (
PROJECT DESCRIPTION — List facilities developed and/or property acquired:
LIST OTHER FUNDS ON PROJECT (SOURCES AND AMOUNTS):
INTEREST EARNED ON ADVANCE GRANT AMOUNT: $
HAS A NOTICE OF COMPLETION BEEN FILED? YES NO
IF NO, PLEASE EXPLAIN:
CERTIFICATION:
I hereby certify that all grant funds were expended on the above named
Project(s) and that the Project(s) is complete and we have made final payment
for all work done.
Grantee Project Representative, Title Date
• •
Exhibit 0
Project Costs Summary Form
Grantee Name
Agreement Number
Warrant/Check Date Recipient Purpose Amount
Number
Total Labor Costs (from attached form) $
Total Equipment Costs (from attached form) $
Total Charges to Other Sources (from attached form) $
Subtotal $
Grand Total $
•
•
Exhibit P
Labor Costs Summary Form
(RMC will consider the use of organizational records in lieu of this form if they contain all of the required
information as shown on this form. Grantees should still summarize information on this form.)
Grantee Name
Agreement Number
Work Unit Dates/
Authorization # Performing Work Pay Period Purpose Amount
it
•
Subtotal $
(Carry Total forward to Project Costs Summary Form) Total $
•
Exhibit Q
Equipment Costs Summary Form
(RMC will consider the use of organizational records in lieu of this form if they contain all of the required .
information as shown on this form. Grantees should still summarize information on this form.)
Grantee Name
Agreement Number
Type of Equipment Dates Work Performed Amount
•
Subtotal
(Carry Total forward to Project Costs Summary Form) Total
•