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HomeMy WebLinkAboutDenise Landstedt dba Landstedt Consulting; 2017-03-06; UTIL1516'\ AMENDMENT NO.1 TO EXTEND AND AMEND AGREEMENT FOR GRANT RESEARCH AND ACQUISITION SERVICES LANDSTEDT CONSULTING UTIL 1516 This Amendment No. 1 is entered into and effective as of the .!) / ,.:rt day of ~---la:::....::::....~=;..:;:.:::::..jL.. ____ , 2018, extending and amending the agreement dated March 6, 2017 (the "Agre ent") by and between the Carlsbad Municipal Water District, a Public Agency organized under the Municipal Water Act of 1911, and a Subsidiary District of the City of Carlsbad, ("CMWD"), and Denise Landstedt dba Landstedt Consulting, a sole proprietorship, ("Contractor") (collectively, the "Parties") for grant research, tracking, and acquisition/applications. RECITALS A. The Parties desire to alter the Agreement's scope of work to extend and fund the Agreement for a period of one (1) year; and NOW, THEREFORE, in consideration of these recitals and the mutual covenants contained herein, CMWD and Contractor agree as follows: 1. That the Agreement, as may have been amended from time to time, is hereby extended for a period of one (1) year ending on March 6, 2019 on a time and materials basis not-to-exceed thirty five thousand dollars ($35,000). 2. All other provisions of the Agreement, as may have been amended from time to time, will remain in full force and effect. 3. All requisite insurance policies to be maintained by the Contractor pursuant to the Agreement, as may have been amended from time to time, will include coverage for this Amendment. Ill Ill Ill /II /II Ill /II /II General Counsel Approved Version 1/30/13 UTIL 1516 4. The individuals executing this Amendment and the instruments referenced in it on behalf of Contractor each represent and warrant that they have the legal power, right and actual authority to bind Contractor to the terms and conditions of this Amendment. CONTRACTOR: DENISE LANDSTEDT dba LANDSTEDT CONSUL TING, a sole proprietorship (sign he.mL D ... ~niS<"~ L:<1114~+-.?_cff O /_Vt"k?r I (print name/title) I By: (sign here) (print name/title) CARLSBAD MUNICIPAL WATER DISTRICT, a Public Agency organized under the Municipal Water Act of 1911, and a Subsidiary District of the City of Carlsbad By: Wendy Ch If required by CMWD, proper notarial acknowledgment of execution by contractor must be attached. If a corporation, Agreement must be signed by one corporate officer from each of the following two groups. Group A Chairman, President, or Vice-President Group B Secretary, Assistant Secretary, CFO or Assistant Treasurer Otherwise, the corporation must attach a resolution certified by the secretary or assistant secretary under corporate seal empowering the officer(s) signing to bind the corporation. APPROVED AS TO FORM: CELIA A. BREWER, General Counsel By: _{k-=-, ..... ~ ..... ~L ...... 1/.__'~"""'-=............,_ Deputy General Counsel General Counsel Approved Version 1/30/13 2 AGREEMENT FOR GRANT RESEARCH AND ACQUISITION SERVICES LANDSTEDT CONSULTING UTIL 1516 THI$ AGREEMENT is made and entered into as of the (o...yh day of -r\~rCt~ , 2017, by and between the CARLSBAD MUNICIPAL WATER DISTRICT, a Public Agency organized under the Municipal Water Act of 1911, and a Subsidiary District of the City of Carlsbad, ("CMWD"), and DENISE LANDSTEDT dba LANDSTEDT CONSULTING, a sole proprietorship, ("Contractor"). · RECITALS A. CMWD requires the professional services of a consultant that is experienced in grant research, tracking, and acquisition/applications. B. Contractor has the necessary experience in providing professional services and advice related to all areas of grant administration. C. Contractor has submitted a proposal to CMWD and has affirmed its willingness and ability to perform such work. NOW, THEREFORE, in consideration of these recitals and the mutual covenants contained herein, CMWD and Contractor agree as follows: 1. SCOPE OF WORK CMWD retains Contractor to perform, and Contractor agrees to render, those services (the "Services") that are defined in attached Exhibit "A", which is incorporated by this reference in accordance with this Agreement's terms and conditions. 2. STANDARD OF PERFORMANCE While performing the Services, Contractor will exercise the reasonable professional care and skill customarily exercised by reputable members of Contractor's profession practicing in the Metropolitan Southern California Area, and will use reasonable diligence and best judgment while exercising its professional skill and expertise. 3. TERM The term of this Agreement will be effective for a period of one (1) year from the date first above written. The Executive Manager may amend the Agreement to extend it for two (2) additional one ( 1) year periods or parts thereof. Extensions will be based upon a satisfactory review of Contractor's performance, CMWD needs, and appropriation of funds by the CMWD Board of Directors. The parties will prepare a written amendment indicating the effective date and length of the extended Agreement. 4. TIME IS OF THE ESSENCE Time is of the essence for each and every provision of this Agreement. 5. COMPENSATION The total fee payable for the Services to be performed during the initial Agreement term shall not exceed thirty five thousand dollars ($35,000). No other compensation for the Services will be allowed except for items covered by subsequent amendments to this Agreement. If the City elects to extend the Agreement, the amount shall not exceed thirty five thousand dollars ($35,000) per Agreement year. CMWD reserves the right to withhold a ten percent (1 0%) retention until CMWD has accepted the work and/or Services specified in Exhibit "A". Incremental payments, if applicable, should be made as outlined in attached Exhibit "A". General Counsel Approved Version 4/2/15 1 UTIL 1516 6. STATUS OF CONTRACTOR Contractor will perform the Services in Contractor's own way as an independent contractor and in pursuit of Contractor's independent calling, and not as an employee of CMWD. Contractor will be under control of CMWD only as to the result to be accomplished, but will consult with CMWD as necessary. The persons used by Contractor to provide services under this Agreement will not be considered employees of CMWD for any purposes. The payment made to Contractor pursuant to the Agreement will be the full and complete compensation to which Contractor is entitled. CMWD will not make any federal or state tax withholdings on behalf of Contractor or its agents, employees or subcontractors. CMWD will not be required to pay any workers' compensation insurance or unemployment contributions on behalf of Contractor or its employees or subcontractors. Contractor agrees to indemnify CMWD and the City of Carlsbad within thirty (30) days for any tax, retirement contribution, social security, overtime payment, unemployment payment or workers' compensation payment which CMWD may be required to make on behalf of Contractor or any agent, employee, or subcontractor of Contractor for work done under this Agreement. At CMWD's election, CMWD may deduct the indemnification amount from any balance owing to Contractor. 7. SUBCONTRACTING Contractor will not subcontract any portion of the Services without prior written approval of CMWD. If Contractor subcontracts any of the Services, Contractor will be fully responsible to CMWD for the acts and omissions of Contractor's subcontractor and of the persons either directly or indirectly employed by the subcontractor, as Contractor is for the acts and omissions of persons directly employed by Contractor. Nothing contained in this Agreement will create any contractual relationship between any subcontractor of Contractor and CMWD. Contractor will be responsible for payment of subcontractors. Contractor will bind every subcontractor and every subcontractor of a subcontractor by the terms of this Agreement applicable to Contractor's work unless specifically noted to the contrary in the subcontract and approved in writing by CMWD. 8. OTHER CONTRACTORS CMWD reserves the right to employ other Contractors in connection with the Services. 9. INDEMNIFICATION Contractor agrees to indemnify and hold harmless CMWD and the City of Carlsbad, their officers, officials, employees and volunteers from and against all claims, damages, losses and expenses including attorney's fees arising out of the performance of the work described herein caused by any negligence, recklessness, or willful misconduct of the Contractor, any subcontractor, anyone directly or indirectly employed by any of them or anyone for whose acts any of them may be liable. The parties expressly agree that any payment, attorney's fee, costs or expense CMWD or the City of Carlsbad incurs or makes to or on behalf of an injured employee under the their self- administered workers' compensation is included as a loss, expense or cost for the purposes of this section, and that this section will survive the expiration or early termination of this Agreement. 10. INSURANCE Contractor will obtain and maintain for the duration of the Agreement and any and all amendments, insurance against claims for injuries to persons or damage to property which may arise out of or in connection with performance of the services by Contractor or Contractor's agents, representatives, employees or subcontractors. The insurance will be obtained from an insurance carrier admitted and authorized to do business in the State of California. The insurance carrier is required to have a current Best's Key Rating of not less than "A-:VII"; OR with a surplus General Counsel Approved Version 4/2/15 2 UTIL1516 line insurer on the State of California's List of Approved Surplus Line Insurers (LASLI) with a rating in the latest Best's Key Rating Guide of at least "A:X"; OR an alien non-admitted insurer listed by the National Association of Insurance Commissioners (NAIC) latest quarterly listings report. 10.1 Coverages and Limits. Contractor will maintain the types of coverages and minimum limits indicated below, unless the Risk Manager or Executive Manager approves a lower amount. These minimum amounts of coverage will not constitute any limitations or cap on Contractor's indemnification obligations under this Agreement. CMWD, its officers, agents and employees make no representation that the limits of the insurance specified to be carried by Contractor pursuant to this Agreement are adequate to protect Contractor. If Contractor believes that any required insurance coverage is inadequate, Contractor will obtain such additional insurance coverage, as Contractor deems adequate, at Contractor's sole expense. The full limits available to the named insured shall also be available and applicable to CMWD as an additional insured. 1 0.1.1 Commercial General Liability Insurance. $2,000,000 combined single-limit per occurrence for bodily injury, personal injury and property damage. If the submitted policies contain aggregate limits, general aggregate limits will apply separately to the work under this Agreement or the general aggregate will be twice the required per occurrence limit. 1 0.1.2 Automobile Liability (if the use of an automobile is involved for Contractor's work for CMWD). $1 ,000,000 combined single-limit per accident for bodily injury and property damage. 1 0.1.3 Workers' Compensation and Employer's Liability. Workers' Compensation limits as required by the California Labor Code. Workers' Compensation will not be required if Contractor has no employees and provides, to CMWD's satisfaction, a declaration stating this. 1 0.1.4 Professional Liability. Errors and omissions liability appropriate to Contractor's profession with limits of not less than $1,000,000 per claim. Coverage must be maintained for a period of five years following the date of completion of the work. 10.2. Additional Provisions. Contractor will ensure that the policies of insurance required under this Agreement contain, or are endorsed to contain, the following provisions: 1 0.2.1 CMWD will be named as an additional insured on Commercial General Liability which shall provide primary coverage to CMWD. 1 0.2.2 Contractor will obtain occurrence coverage, excluding Professional Liability, which will be written as claims-made coverage. 1 0.2.3 This insurance will be in force during the life of the Agreement and any extensions of it and will not be canceled without thirty (30) days prior written notice to CMWD sent by certified mail pursuant to the Notice provisions of this Agreement. 10.3 Providing Certificates of Insurance and Endorsements. Prior to CMWD's execution of this Agreement, Contractor will furnish certificates of insurance and endorsements to CMWD. 10.4 Failure to Maintain Coverage. If Contractor fails to maintain any of these insurance coverages, then CMWD will have the option to declare Contractor in breach, or may purchase replacement insurance or pay the premiums that are due on existing policies in order to maintain the required coverages. Contractor is responsible for any payments made by CMWD to obtain or General Counsel Approved Version 4/2/15 3 UTIL1516 maintain insurance and CMWD may collect these payments from Contractor or deduct the amount paid from any sums due Contractor under this Agreement. 10.5 Submission of Insurance Policies. CMWD reserves the right to require, at any time, complete and certified copies of any or all required insurance policies and endorsements. 11. BUSINESS LICENSE Contractor will obtain and maintain a City of Carlsbad Business License for the term of the Agreement, as may be amended from time-to-time. 12. ACCOUNTING RECORDS Contractor will maintain complete and accurate records with respect to costs incurred under this Agreement. All records will be clearly identifiable. Contractor will allow a representative of CMWD during normal business hours to examine, audit, and make transcripts or copies of records and any other documents created pursuant to this Agreement. Contractor will allow inspection of all work, data, documents, proceedings, and activities related to the Agreement for a period of three (3) years from the date of final payment under this Agreement. 13. OWNERSHIP OF DOCUMENTS All work product produced by Contractor or its agents, employees, and subcontractors pursuant to this Agreement is the property of CMWD. In the event this Agreement is terminated, all work product produced by Contractor or its agents, employees and subcontractors pursuant to this Agreement will be delivered at once to CMWD. Contractor will have the right to make one (1) copy of the work product for Contractor's records. 14. COPYRIGHTS Contractor agrees that all copyrights that arise from the services will be vested in CMWD and Contractor relinquishes all claims to the copyrights in favor of CMWD. 15. NOTICES The name of the persons who are authorized to give written notices or to receive written notice on behalf of CMWD and on behalf of Contractor under this Agreement. ForCMWD Name Richard S. Williamson Title Utilities Manager-Water Carlsbad Municipal Water District Address 5950 El Carnian Real Carlsbad, CA 92008-8802 Phone 760-438-7133 For Contractor Name Title Denise Landstedt Owner Address 2235 Knob Creek Rd. Phone E-mail Columbia, TN 38401 760-560-7557 Rebeldranch@gmail.com Each party will notify the other immediately of any changes of address that would require any notice or delivery to be directed to another address. 16. CONFLICT OF INTEREST Contractor shall file a Conflict of Interest Statement with the City Clerk in accordance with the requirements of the City of Carlsbad Conflict of Interest Code. The Contractor shall report investments or interests in all four categories. General Counsel Approved Version 4/2/15 4 UTIL 1516 17. GENERAL COMPLIANCE WITH LAWS Contractor will keep fully informed of federal, state and local laws and ordinances and regulations which in any manner affect those employed by Contractor, or in any way affect the performance of the Services by Contractor. Contractor will at all times observe and comply with these laws, ordinances, and regulations and will be responsible for the compliance of Contractor's services with all applicable laws, ordinances and regulations. Contractor will be aware of the requirements of the Immigration Reform and Control Act of 1986 and will comply with those requirements, including, but not limited to, verifying the eligibility for employment of all agents, employees, subcontractors and consultants that the services required by this Agreement. 18. DISCRIMINATION AND HARASSMENT PROHIBITED Contractor will comply with all applicable local, state and federal laws and regulations prohibiting discrimination and harassment. 19. DISPUTE RESOLUTION If a dispute should arise regarding the performance of the Services the following procedure will be used to resolve any questions of fact or interpretation not otherwise settled by agreement between the parties. Representatives of Contractor or CMWD will reduce such questions, and their respective views, to writing. A copy of such documented dispute will be forwarded to both parties involved along with recommended methods of resolution, which would be of benefit to both parties. The representative receiving the letter will reply to the letter along with a recommended method of resolution within ten (1 0) business days. If the resolution thus obtained is unsatisfactory to the aggrieved party, a letter outlining the disputes will be forwarded to the Executive Manager. The Executive Manager will consider the facts and solutions recommended by each party and may then opt to direct a solution to the problem. In such cases, the action of the Executive Manager will be binding upon the parties involved, although nothing in this procedure will prohibit the parties from seeking remedies available to them at law. 20. TERMINATION In the event of the Contractor's failure to prosecute, deliver, or perform the Services, CMWD may terminate this Agreement for nonperformance by notifying Contractor by certified mail of the termination. If CMWD decides to abandon or indefinitely postpone the work or services contemplated by this Agreement, CMWD may terminate this Agreement upon written notice to Contractor. Upon notification of termination, Contractor has five (5) business days to deliver any documents owned by CMWD and all work in progress to CMWD address contained in this Agreement. CMWD will make a determination of fact based upon the work product delivered to CMWD and of the percentage of work that Contractor has performed which is usable and of worth to CMWD in having the Agreement completed. Based upon that finding CMWD will determine the final payment of the Agreement. Either party upon tendering thirty (30) days written notice to the other party may terminate this Agreement. In this event and upon request of CMWD, Contractor will assemble the work product and put it in order for proper filing and closing and deliver it to CMWD. Contractor will be paid for work performed to the termination date; however, the total will not exceed the lump sum fee payable under this Agreement. CMWD will make the final determination as to the portions of tasks completed and the compensation to be made. General Counsel Approved Version 4/2/15 5 UTIL 1516 21. COVENANTS AGAINST CONTINGENT FEES Contractor warrants that Contractor has not employed or retained any company or person, other than a bona fide employee working for Contractor, to solicit or secure this Agreement, and that Contractor has not paid or agreed to pay any company or person, other than a bona fide employee, any fee, commission, percentage, brokerage fee, gift, or any other consideration contingent upon, or resulting from, the award or making of this Agreement. For breach or violation of this warranty, CMWD will have the right to annul this Agreement without liability, or, in its discretion, to deduct from the Agreement price or consideration, or otherwise recover, the full amount of the fee, commission, percentage, brokerage fees, gift, or contingent fee. 22. CLAIMS AND LAWSUITS By signing this Agreement, Contractor agrees that any agreement claim submitted to CMWD must be asserted as part of the agreement process as set forth in this Agreement and not in anticipation of litigation or in conjunction with litigation. Contractor acknowledges that if a false claim is submitted to CMWD, it may be considered fraud and Contractor may be subject to criminal prosecution. Contractor acknowledges that California Government Code sections 12650 et seq., the False Claims Act applies to this Agreement and, provides for civil penalties where a person knowingly submits a false claim to a public entity. These provisions include false claims made with deliberate ignorance of the false information or in reckless disregard of the truth or falsity of information. If CMWD seeks to recover penalties pursuant to the False Claims Act, it is entitled to recover its litigation costs, including attorney's fees. Contractor acknowledges that the filing of a false claim may subject Contractor to an administrative debarment proceeding as the result of which Contractor may be prevented to act as a Contractor on any public work or improvement for a period of up to five (5) years. Contractor acknowledges debarment by another jurisdiction is grounds for CMWD to terminate this Agreement. 23. JURISDICTION AND VENUE Any action at law or in equity brought by either of the parties for the purpose of enforcing a right or rights provided for by this Agreement will be tried in a court of competent jurisdiction in the County of San Diego, State of California, and the parties waive all provisions of law providing for a change of venue in these proceedings to any other county. 24. SUCCESSORS AND ASSIGNS It is mutually understood and agreed that this Agreement will be binding upon CMWD and Contractor and their respective successors. Neither this Agreement nor any part of it nor any monies due or to become due under it may be assigned by Contractor without the prior consent of CMWD, which shall not be unreasonably withheld. 25. ENTIRE AGREEMENT This Agreement, together with any other written document referred to or contemplated by it, along with the purchase order for this Agreement and its provisions, embody the entire Agreement and understanding between the parties relating to the subject matter of it. In case of conflict, the terms of the Agreement supersede the purchase order. Neither this Agreement nor any of its provisions may be amended, modified, waived or discharged except in a writing signed by both parties. Ill Ill Ill Ill General Counsel Approved Version 4/2/15 6 UTIL 1516 26. AUTHORITY The individuals executing this Agreement and the instruments referenced in it on behalf of Contractor each represent and warrant that they have the legal power, right and actual authority to bind Contractor to the terms and conditions of this Agreement. CONTRACTOR: DENISE LANDSTEDT dba LANDSTEDT CONSULTING, a sole proprietorship (sign here) Denise Landstedt I Owner (print name/title) Group A Chairman, President, or Vice-President CARLSBAD MUNICIPAL WATER DISTRICT, a Public Agency organized under the Municipal Water Act of 1911 , and a Subsidiary District of the City of Carlsbad ~~~-~~1~--.. -···--·--·-- Elaine Lukey I Act1 g Public Works Director as authorized by the Executive Manager Group B Secretary, Assistant Secretary, CFO or Assistant Treasurer Otherwise, the corporation must attach a resolution certified by the secretary or assistant secretary under corporate seal empowering the officer(s) signing to bind the corporation. APPROVED AS TO FORM: CELIA A. BREWER. General Counsel By:<?~~ Deputy General Counsel General Counsel Approved Version 4/2/15 7 LANDSTEDT CONSULTING Professional Services in Water Resources and Grant Administration EXHIBIT A SCOPE OF SERVICES AND FEE GRANT RESEARCH AND ACQUISITION ASSISTANCE TASK 1. KICK-OFF MEETING, COMMUNICATION AND PROJECT DATA Participate in a phone conference kick-off meeting with District staff to: • Confirm project team • Confirm communication protocol • Obtain project information, data and documentation • Confirm research approach • Confirm reporting schedule Consultant will prepare an agenda for the kick-off meeting. Consultant will also prepare and send a data request to the District ahead of the kick-off meeting to facilitate early collection of documentation in preparation of the meeting. Denise Landstedt will be the Project Manager for the proposed work and she will be the first line of communication. Communication will be by email and phone, working to set mutually agreeable times for conference calls, unless otherwise requested by the District for an in-person meeting. Based on experience, in-person meetings are not generally needed; however, if the District requests an in-person meeting, Ms. Landstedt will arrange to attend a meeting where required. Deliverab/es: Data request, kick-off meeting agenda, reporting schedule TASK 2. GRANT RESEARCH AND INITIAL FUNDING OPPORTUNITIES REPORT Research local, state and federal grant funding opportunities and low-interest loan programs to identify potential funding sources to fund District's activities, programs and identified projects. Opportunities will include those that the District has applied for or been awarded previously and new opportunities that the District may be eligible for and have an interest in. Work collaboratively with RMC Water and Environment, an existing consultant to CMWD for grant assistance, to ensure an inclusive listing of grant opportunities in the Initial Funding Opportunities Report that includes opportunities and other funding information brought forth by RMC. To optimize a funding search, Consultant will obtain a list of projects and programs needing funding from the District. Consultant will work with the District to prioritize the projects and programs, identifying a realistic schedule for implementation. This will assist the grant funding search. Identification of grant opportunities will be accomplished through a variety of methods, including funding agency websites, listserve notifications, federal grant searches on grants.gov, informed of/made aware of by others, etc. During or after the Initial Funding Opportunities Report, a strong LANDSTEDT CONSULTING Professional Services in Water Resources and Grant Administration partnership with the District will be important for identification of funding opportunities to assure a two-way communication as both parties become aware of a funding opportunity. This will ensure a potential funding opportunity is identified and considered. As listed in the Approach section, some of the federal, state, and local funding opportunities that may be considered include the following current and potential funding opportunities as eligible and available: • Water Infrastructure Improvements for the Nation (WIIN) Act, includes the Water Resources Development Act of 2016-signed into law on 12/16/16 • U.S. Bureau of Reclamation (USBR) o WaterSMART: Water-Energy Program o WaterSMART: Title XVI Reclamation and Reuse Program Funding o WaterS MART: Development of Feasibility Studies Under Title XVI o Bay-Delta Restoration Program o Conservation Field Services Program • California Department of Water Resources (DWR) o Water-Energy Grant Program o Integrated Regional Water Management (IRWM) Implementation Grant Program o IRWM Drought Grant Program o Local Groundwater Assistance Grant Program o CaiConserve Water Use Efficiency Revolving Fund 2015 Loan Program o Water Desalination Grant Program o Sustainable Groundwater Planning Grant Program • California State Water Resources Control Board (SWRCB) o Water Recycling Funding Program Grants & Loans o Drinking Water Grants & Loans (Clean, Safe and Reliable Drinking Water) o Proposition 1 Storm Water Grant Program o Groundwater Quality Funding Program (Proposition 1 Groundwater Sustainability) • California Department of Fish and Wildlife o Proposition 1 Watershed Restoration and Delta Water Quality and Ecosystem Restoration Grant Programs • California Water Commission o Water Storage Investment Program • Metropolitan Water District of Southern California o On-Site Retrofit Pilot Program Incentives for Recycled Water Use o Local Resources Program • Private Foundations o To Be Researched Within one month of kick-off meeting, research and provide an Initial Funding Opportunities Report. The Report will be provided as a letter report highlighting timely grant opportunities and low-interest loans for consideration, and will include an attached grants matrix of current and LANDSTEDT CONSULTING Professional Services in Water Resources and Grant Administration future funding opportunities based on the District's various projects identified. The grants matrix will incorporate the potential funding opportunities listed above and provide critical information for planning for upcoming opportunities, including funding program name and agency, funding level (federal, state, local, or foundation), key dates/deadlines, identification of funding type (grant, loan or incentive), authorizing legislation (if appropriate), agency and project eligibility requirements, submission and reporting requirements, funding available, cost share required, and contact information. Consultant shall communicate with funding agency, as needed, to clarify funding program information or obtain additional information to assist the District in determining if the funding opportunity should be selected to apply. Consultant will identify which funding sources projects appear eligible for, and District staff can continue to use the grants matrix as a tool to identify funding opportunities that match future specific projects. It is important that a timely go/no go decision on pursuing a grant opportunity is made to provide the time needed to develop a high-quality, compelling grant application. Therefore, opportunities that fit identified project and program funding needs will be communicated to the District as soon as Consultant becomes aware of the opportunity if it is not already included on the Grants Matrix. Consultant will set a schedule for follow up with the District in the same communication, which will facilitate a schedule for the go/no go decision. Assumptions: • District to provide a list of projects and programs with funding needs, schedule for implementation, and prioritization. Thereafter, District will provide project updates as projects change or new projects are identified. • Work collaboratively with RMC Water and Environment to ensure an inclusive listing of grant opportunities in the Initial Funding Opportunities Report that includes opportunities brought forth by RMC. Deliverab/es: Initial Funding Opportunities Report TASK 3. ONGOING GRANT TRACKING AND REPORTING Monitor local, state and federal grant funding and low-interest loan opportunities included in the Initial Funding Opportunities Report and research new funding opportunities as they are identified. Prepare and submit a monthly or periodic, as agreed on in the kick-off meeting, Grant Opportunities Report. The Report will be provided as a letter report highlighting timely grant opportunities for consideration, and will include an attached tracking sheet of current and future funding opportunities. The Report shall include the same level of information as included in the Initial Funding Opportunities Report, or additional information as requested by the District. Again, work collaboratively with RMC Water and Environment to ensure comprehensive reports. Deliverables: Monthly or Periodic Funding Opportunities Report LANDSTEDT CONSULTING Professional Services in Water Resources and Grant Administration TASK 4. GRANT/FUNDING APPLICATION PREPARATION AND SUBMISSION Upon determination by the District to apply for a grant/funding opportunity, Consultant will provide the District with a scope of work, fee estimate and schedule to prepare and submit the grant application. If the scope of work, fee estimate and schedule is approved by the District, Consultant will prepare and submit the grant application. Deliverables: Letter proposal with scope of work, schedule, and fee estimate for each grant/funding opportunity requested by the District to apply. Assumptions: • The term of services will be for 12 months from the execution of the Professional Services Agreement between the District and Consultant. • The District will determine and provide direction on frequency of ongoing grant update reporting, no more than monthly, as far as the contract amount allows. • Grant tracking and acquisition efforts are time-intensive to provide accurate information and compelling grant applications. Grant application preparation will be performed, as directed and approved by the District, under this scope of work if funding remains within the existing contract, or a separate task order or contract and fee estimate. • Consultant is available to perform grants management as requested by the District for grants awarded as a separate scope of work and contract. • For the optional task of grant application preparation and submission, the following approach would be proposed and implemented: The decision to apply for a grant will involve consideration of the pre-application questionnaire contained in the Approach section by appropriate District staff on the funding opportunity and in consideration of District objectives and priorities. The questionnaire will be tailored to specific funding opportunities, and, at a minimum, shall always include the questions listed in the Approach section herein. Consultant will complete the grant application in accordance with the following grant application preparation tasks: • Identify Grant Application Team • Establish/Distribute Grant Application Preparation Schedule to Grant Team • Prepare and Submit a Data Request • Hold a Grant Application Team Kick Off Meeting • Obtain Necessary Information from District to Prepare Application • Prepare Draft Application and Submit to District for Review • Prepare a Final Draft Application and Submit to District for Review LANDSTEDT CONSULTING Professional Services in Water Resources and Grant Administration • Prepare Final Application and Submit to Funding Agency on Behalf of District or Have District Submit, as determined appropriate • Provide District with Proof of Submission, as available PROJECT FEE AND ASSUMPTIONS Landstedt Consulting proposes to provide Grant Research and Acquisition Assistance Services on a time-and-materials basis, not to exceed $25,000. The Project Fee Estimate assumes: 1) A Professional Services Agreement term of 12 months for the period from execution of the agreement. 2) Grant research, tracking and reporting. 3) Optional Grant applications-Grant application and submission activities will be proposed on each individual application and be conducted under this contract as the budget permits {limited budget in this proposal}, under an amendment to this contract, or as a separate contract, as approved by the District. 4) Due to the varying activities of grant research and acquisition, the Total Fee is flexible among tasks to perform activities not to exceed the Total Fee. Carlsbad Municipal Water District Grant Research and Acquisition Assistance 1 Individual hourly rates include salary, overhead and profit. 2 Other Direct Costs (ODCs) includes copying/reproduction, delivery, postage and travel, which will be billed at actual cost plus 10%. 3 Landstedt Consulting reserves the right to adjust its hourly rates and ODC markup at the beginning of the calendar year for all ongoing contracts. 4 Due to the varying activities of grant administration, the Total Fee is flexible among tasks to perform activities not to exceed the Total Fee. FEE ESTIMATE