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Home My WebLink AboutBatiquitos Lagoon Foundation; 2009-11-23;Citv of Carlsbad Planning Department November 23, 2009 Batiquitos Lagoon Foundation Attn: Fred Sandquist P.O. Box 130491 Carlsbad, CA 92013-0491 SUBJECT: AGP 09-03 - AGRICULTURAL CONVERSION MITIGATION FEE GRANT FUNDING AGREEMENT Dear Mr. Sandquist, As you are aware, on July 28, 2009 the Carlsbad City Council approved the Agricultural Conversion Mitigation Fee Ad Hoc Citizen Committee's recommendations to encumber your organization's funding request of $98,572 in Agricultural Conversion Mitigation Fee Grant funding. The funding is awarded for Agricultural Conversion Mitigation Fee Grant Project (AGP) 09-03 (Batiquitos Lagoon North Shore Trail), which consists of: 1) planning and design of the Murphy Trail Bypass Boardwalk and Rosalena trail; 2) Ayers property acquisition; 3) Mitsuuchi property wetland restoration and trail building; and, 4) invasive species removal at Rosalena/San Pacifico/Highway 101 areas. Copies of City Council Resolution No. 2009-199, which approves the allocation grant funding, is enclosed for your information. Letter of Agreement This letter is to serve as a Letter of Agreement for disbursement of the $98,572 in grant funding from the Agricultural Conversion Mitigation Fee Grant Fund. All persons who signed the grant application must sign this agreement. Please return the signed agreement along with: 1. The attached Annual Solicitation (Substitute W-9 Form), and 2. An updated project budget and schedule that describes the work tasks, estimated cost, completion dates and requested disbursement schedule. Since implementation of the project will occur in phases (referred to in the grant application as modules) and funding disbursements will be made in increments, the project budget and schedule must detail said phases/increments and indicate the funding amounts and anticipated timing for each incremental disbursement. Additional Information Required Priorto Release of Funds Prior to execution of funding agreements, City Council Resolution No. 2009-199 requires grantees to submit to the City: "evidence subject to the satisfaction of the Planning Director that the grantee's financial condition adequately demonstrates the grantees ability to carry out the project..." On September 29, 2006, Batiquitos Lagoon Foundation submitted to the City a reviewed financial statement 1635 Faraday Avenue • Carlsbad, CA 92008-7314 • (760) 602-4600 • FAX (760) 602-8559 • www.ci.carlsbad.ca.us AGP 09-03 - AGRICULTURAL November 23, 2009 Page 2 NVERSION MITIGATION FEE GRANT FUNDTT3G AGREEMENT o and on April 29, 2009, submitted a 2007 IRS-990 form. To ensure the aforementioned condition is satisfied with the most recent financial documentation for Batiquitos Lagoon Foundation, please submit more recent copies of either: an audited financial statement, (which is encouraged/preferred); a reviewed financial statement; or, an IRS-990 tax return may be used to satisfy this request. Alternatively, if the City is in possession of the most recent financial documentation available for Batiquitos Lagoon Foundation, please indicate such. Release of Grant Funds Once you have provided the materials and satisfied the requirements specified above. City staff will forward the Agreement to the Mayor for signature. Upon signature by the Mayor, staff will begin the initial release of funds according to the approved funding schedule. Failure to fully and successfully implement the project will result in forfeiture of funding. In addition, if funds are not spent for their specific purpose, they must be returned to the City. If you need to make changes in your grant proposal project or schedule, please contact the Planning Department. Grant recipients are required to recognize on all printed material that the project is funded in part or in full by the City of Carlsbad. Reporting Requirements A report on how the funds were spent and what the project accomplished must be filed with the City of Carlsbad within one year of receipt of each scheduled disbursement and upon project completion. In addition, the grant recipient agrees to maintain original records (i.e., receipts) for at least five years from the date on which final grant funds are disbursed and agrees to make them available to the City should the City request to audit them. Thank you for your participation in the Agricultural Conversion Mitigation Fee Grant process. Should you have any questions, please feel free to contact Kevin Pointer at (760) 602-4620. Sincerely, DON NEU Planning Director I/We hereby agree to all ofthe above. yor Claude A. "Bud" Lewh/ Date Applicant Name Date 2009 ftftqiMStiZ OMSMlibM' 2010 1 t>«eMiiMMr 1 2IH1 1 1 DiM^mlMr 1 2012 (ftichKSngBLF OinttlFuiMlIng ftHHM I.Prajftetstart-i pftfiam Qftianiialiort, ft dala^ Personnel Project Manager 16 Hrs $55 $880 $880 Habitat Restoration Specialist 8 Hrs $55 $440 $440 $440 Task Manager 24 Hrs $40 $960 Subtotal Personnel $2,280 $440 $440 $1,840 Materials and Other Expenses Printing/reproduction 1 Lump $100 $50 $50 $50 Packaging/binding/office supplies 1 Lump $25 $25 $25 $25 $515 $615 Personnel Project Manaqer 240 Hrs $55 $13,200 $13,200 Habitat Restoration Specialist Hrs $55 Task Manager 240 Hrs $40 $9,600 $9,600 CI 12/12/2009 Page 1 of 7 Batiquitos Ugopn Foundation (BLF) 2(K» ACMFP GRAMT CYCLE AGP 09^03 , , l^yii^iofy. Quantity UnitCost Total Acmpp GRANT FUNDING Rscpisst • Start: Dscontbsr 2009 l%K|UMt#2 Oecembw 2010 ilaqtMHlt#9 Oscsnibor r ' OscanHMH' OnctadbiQ BLF Volunteers Hrs $20 Subtotal Personnel $22,800 $22,800 Materials and Other Expenses Trail Design Engineering Contractor (e.g., reviewing & updating existing Rosalena Trait plans & engineering drawings; & Murphy Bypass Trail Boardwalk) 1 Contract $18,000 $18,000 $18,000 $12,000 $6,000 Regular trail segments construction costs (Fonner Mitsuuchi Property NW: 998.91 ft; Rosalena Trail: 1,287.22 fl; Ayres Connector: 358.19 ft; Arenal Road Segment: 663.91 ft; & El Camino Real Segment: 1,840.82 ft) - Volunteer- based Construction Linear Feet $25 Boardwalk trail constructton for Murphy Bypass Trail reach - Contractor Installed Linear Feet $250 Pennitting - Rosalena Trail (e.g., preparation & fees) Lump $13,000 Pennitting - Murphy Bypass Trail (e.g., preparatton & fees) Lump $13,000 Bobcat for trail construction Days $255 40 Cubic yard dumpster, disposal fee, delivery/pickup, 4 day stay Times $480 Surveyor 1 Contractor $8,000 $8,000 $8,000 $6,000 $2,000 1 tuMcSubtowj 1 1 1 $48^ $18,000 f ' o o 12/12/2009 Page 2 of 7 2009 ACMFPC^RAirr CYCLE AGP 09-03 Unite UnttCoat Total AGMFP GRANT FUNDING Raqnaat- Stait: DaoamtMNr 2000 na<|iiast#2 Dacanifaar 2010 Raquast#3 Oacambar 2011 RaquMtM tlatit«ri6rtr 2012 3. Inva llw Plant Cmtrelf Removal ft HM ioiailan 0lola: Rastoratton only in fonner MRstiuchl Propatty wadand araa) Personnel Project Manager 92 Hrs $55 $5,060 $5,060 Habitat Restoratton Specialist 46 Hrs $55 $2,530 $2,530 $1,265 $1,265 Task Manager 92 Hrs $40 $3,680 $3,680 Volunteers 368 Hrs $20 $7,360 $7,360 Subtotal Personnel $18,630 $2,530 $1,265 $1,265 $16,100 Materials and Other Expenses Carlsbad Watershed Network Invasive Plant Removal Team - Rosalena / San Pacifico area (Includes herbtokle treatment & biomass removal) 9.43 Acres $3,182 $30,006 $30,006 $15,003 $15,003 40 Cubic yard dumpster, disposal fee, delivery/pickup, 4 day stay 4 Times $480 $1,920 $1,920 $960 $960 Plant Materials (Plants grown in advance by Tree of Life Nursery) 1 Lump $1,000 $1,000 $1,000 $600 $500 ssiJSd $35,456 117,728 $1«;»8 $10,100 () () 12/12/2009 Page 3 of 7 rr.1,.1. tllittltlifirYllMlMiiii' UnitCost TOM ACMFP GRANT FUNDING Ra<|iiaai4$ Oacwnrtwr IToqaial i< 0MilMilnoBLF INnKlFfHiding ftlnUnd 4. Land Aoquisition, Includlno PMcqulsUon / MtivWas-Ayiaa Personnel Project Manager 192 Hrs $55 $10,560 $10 560 Habitat Restoration Specialist Hrs $55 Task Manager 192 Hrs $40 $7,680 $7 680 Volunteers Hrs $20 Sut>total Personnel $18,240 $18,240 Materials and Other Expenses Legal Services 1 Lump $5,000 $5,000 $5,000 $3,000 $2,000 Brokerage Services 1 Lump $9,000 $9,000 $9,000 $4,500 $4,500 Environmental Site Assessment - Phase i 1 Lump $6,000 $6,000 $6,000 $6,000 Surveyor 1 Lump $4,000 $4,000 $4,000 $4,000 Estimated value of the Ayres Property transferred to the BLF based on $80,000/acre in the current economy 7.22 Acres $80,000 $577,600 $577,600 Escrow, deed, & other related closing costs 1 Lump $1,000 $1,000 $1,000 $1,000 $020,840 $25,000 a9«An o o 12/12/2009 Page 4 of 7 ACMFP GRANT CYCLE AGP 09-03 Quantity UflHs UnitCost ACMFP GRANT FUNDING RaquRSt- Start: Dacambar 2000 R»qiiHrti2 December 2010 Ra«|tiaat«3 December 2011 RM|iia«t#4 DacanrtMwr 2012 (including BLF DiMctFumSng ftbHdnd Voluntaar %P90ii$%1$tlBiBi0$mt^a^ Personnel Project Manager 126 Hrs $55 $6,930 $6,930 Habitat Restoration Specialist 40 Hrs $55 $2,200 $2,200 $550 $550 $550 $550 Task Manager 126 Hrs $40 $5,040 $6,040 Volunteers Hrs $20 Subtotal Personnel $14,170 $2,200 $550 $550 $550 $550 $11,970 Materials and Other Expenses Postage 1 Lump $10 $10 $10 $3 $2 $3 $2 Printing/reproduction 1 Lump $50 $50 $50 $20 $10 $10 $10 Packaging/binding/office supplies 1 Lump $25 $25 $25 $6 $6 $6 $7 $2 $579 $809 taaa $11,970 6. FifMrt Prolan Ri^cMFt 12/12/2009 Page 5 of 7 BatkjMttos Lagoon Foiindattoti <BLF) 2009 ACMFP GRANT CYCLE AGP 09-03 Projactad Grant DIsbMraamontOlstiflKilfon Quantity UnHs UnitCost Total ACMFP GRANT FUNDING Raquast' Start: OacandMHr 2009 RaquaM#2 Oacambar 2010 Dacambar 2011 Rii|uaatM Oao«tnbar 2012 ^AdudfaiflBLF DiraetFuncnng ftln4dml Voluntaar Personnel Project Manager 16 Hrs $55 $880 $880 Habitat Restoration Specialist 4 Hrs $55 $220 $220 $220 Task Manager 16 Hrs $40 $640 $640 Volunteers Hre $20 Subtotal Personnel $1,740 $220 $220 $1,520 Materials and Other Expenses Postage 1 Lump $20 $20 $20 $20 Printing/reproduction 1 Lump $75 $75 $75 $75 Packaging/binding/ofRce supplies 1 Lump $40 $40 $40 $40 Tasit StitiCottf: $1,875 $^ $355 $1,IKI0 Subtotal Profact Expanaat $739,681 $17,828 $18,837 $924 BLF Overhead (5%) $36,984 $4,481 $2,716 $876 $842 $46 $32,504 Contingency (5%) $36,984 $4,481 $2,716 $876 $842 $46 $32,504 ti^ PffQlaot&^mai! $813,649 $59,784 $19,281 $18,621 $1,018 o 12/12/2009 Page 6 of 7 Grant Quantity Units UnitCost ACM=P GRANT Praii Raquaat- Siart: Oaoantfbar Rac|uaati2 Oacambar 2010 RaqoaatiS D^otultm RaqusSt«4 Oacambar including BLF Olract Funding ftln«nd Agricultural Mitigation Conversion Fee Program (AMCFP) $98,572 $59,754 $19,281 $18,521 $1,016 1 i $89,784 $19.281 818,621 $1,018 Direct & In-Kind Support Tola! PrajactRsvemieOncludtng • • aam aaa ^781 $19^ $18,621 Project Manager 682 Hrs $56 $37,510 1 ' Habitat Restoration Specialist 98 Hrs $55 $5,390 $5,390 $2,255 $550 $1,815 Task Manager 690 Hrs $40 $27,600 Volunteers 368 Hrs $20 $7,360 9^' ,ouu $7 360 $77,860i $W6 $1,915 , $y?o $72,470 () 12/12/2009 Page 7 of 7 Batiquitos Lagoon Foundation (BLF) City of Carisbad 2009 ACMFP Grant Cycle AGP 09-03 Nortti Shore Trail, Property Acquisition, and Restoration Project Updated Project Schedule & Completion Milestones Task Estiniated Stert Estimated Completion Complettofi Milestones 1. Project start-up & team organization, & detailed project planning (2 months) DEC 2009 JAN 2010 Project planning completed; project team organized; volunteer outreach & recmitment initiated 2. Trail Planning, Design & Construction (12 Months (Includes planning & design subcontract) JAN 2010 JAN 2011 Murphy Property Bypass boardwalk trail plans & construction cost estimates are all accepted; Rosalena Trail reach plans reviewed, updated, construction cost estimates are all accepted 3. Invasive Plant Control, Removal & Restoration (Note: Includes restoration in fonner Mitsuuchi Property wetland area, & Rosalena, San Pacifico, & CDF&G areas) - Includes invasive plant treatment / biomass removal subcontract. (29 Months) JAN 2010 JUN 2012 Invasive plans successfully removed & treated; wetland area created & under maintenance. Includes 2 removal / restoration / maintenance cycles S.A Season 1 JAN 2010 DEC 2010 Season 11nvasive plans successfully removed & treated; wetland area created & under maintenance. 3.B Season 2 JAN 2011' FEB 2012 Season 2 Invasive plans successfully removed & treated; wetland area created & under maintenance. 4. Land Acquisition, Including Pre-acquisition Activities - Ayres Group Property (21 months) FEB 2010 NOV 2011 Escrow closed & Ayres Group property successfully transfen-ed in fee title to the BLF or other appropriate title holder. 5. Project & Management (over total project duration of 30 months) DEC 2009 JUN 2012 Final project report data collection & invoices submitted to the City of Carlsbad; project completion accepted by the City of Carlsbad 6. Final Project Report (2 Months) APR 2012 JUN 2012 Final Project report prepared & submitted