HomeMy WebLinkAbout25M - AGMT GRANT PROJ SVCSREQUEST FOR
COUNCIL ACTION
CITY COUNCIL MEETING DATE:
AUGUST 21, 2018
TITLE:
APPROVE AGREEMENT WITH WILLDAN
HOMELAND SOLUTIONS FOR GRANT
PROJECT AND FISCAL COORDINATOR
SERVICES
(STRATEGIC PLAN GOAL NO. 1, 36)
r
RECOMMENDED ACTION
CLERK OF COUNCIL USE ONLY:
❑ As Recommended
❑ As Amended
❑ Ordinance on 1s' Reading
❑ Ordinance on 2nd Reading
❑ Implementing Resolution
❑ Set Public Hearing For
CONTINUED TO
FILE NUMBER
Authorize the City Manager and the Clerk of the Council to execute a one-year professional
services agreement with Willdan Homeland Solutions, an operating division of Willdan Group,
Inc. for on-site project and fiscal grant management services, for the period beginning September
1, 2018 and ending August 31, 2019, in an annual amount not to exceed $144,840, subject to
non -substantive changes approved by the City Manager and City Attorney.
DISCUSSION
The United States Department of Homeland Security (DHS) developed the Urban Areas Security
Initiative (UASI) federal grant program. UASI provides funds to local emergency first responders
to enhance security and overall preparedness to prevent, protect, mitigate respond to, and
recover from acts of terrorism. The grant specifically provides funding for management and
administration, anti -terror planning, organizing, equipment, training, exercises, and technical
assistance. Under the UASI funding program, the City of Santa Ana and City of Anaheim have
been designated as -Urban Area Core Cities and serve as the grant recipients responsible for the
management and administration of the UASI grant funds. The Santa Ana and Anaheim Police
Departments alternate fiscal responsibility for the grant. Anaheim manages the grant during the
even years (i.e., 2010, 2012, 2014 etc.), while Santa Ana manages the grant during the odd
years (i.e., 2009, 2011, 2013, etc.).
The on-site grant management services necessary for the management of the UASI Grant
program include, but are not limited to: oversight of all assigned project activities; assisting with
the development of grant applications, ensuring grant finances are processed appropriately and
in compliance with established federal, state, and local statutes; and maintaining UASI sub -
recipient guidelines and policies to include new laws, rules and requirements issued by DHS and
the California Governor's Office of Emergency Services (Cal OES). The UASI Grant program
funds this professional services agreement in both odd and even years.
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Agreement with Willdan Homeland Solutions
August 21, 2018
Page 2
The agreement includes 2,000 hours of work at $68.92 per hour ($137,840), $7,000 for training
and travel, for a total agreement amount of $144,840. The professional services rate proposed by
Willdan Homeland Services was determined to be within the range expected for such services.
The one-year professional services agreement is exempt from bidding requirements under SAMC
sec. 2-807(e), and will remain in effect from September 1, 2018 through August 31, 2019. The
skills and job knowledge required to complete the scope of service are highly specialized and not
readily available in the market place. This knowledge includes, but is not limited to, an in-depth
knowledge of the Urban Areas Security Initiative (UASI) federal grant program, grant reporting
requirements, program accounting procedures, and federal uniform guidance requirements.
Wilidan Homeland Services has been providing these professional services since 2012 and has
developed special skills and organizational knowledge to effectively manage the homeland
security grants awarded to the City of Santa Ana.
The term may be extended for an additional one-year term contingent upon grant funding being
secured to cover the costs for the additional term by the City with the funding to be approved by
the City Council. The term may be extended upon a writing executed by the City Manager and
the City Attorney, subject to non -substantive changes approved by the City Manager and City
Attorney. The Santa Ana Police Department's Homeland Security Division is satisfied with the
grant management services provided by Willdan Homeland Services and recommends approval
of this agreement.
STRATEGIC PLAN ALIGNMENT
Approval of this item supports the City's efforts to meet Goal # 1 - Community Safety, Objective
#313 (promote ongoing efforts to obtain grant funding for activities that will assist in preventing,
enforcing, and reducing criminal activity and traffic collisions).
FISCAL IMPACT
Funds in the amount of $144,480 are available in the FY 2016 & FY 2017 UASI Grant fund
contract services accounts (accounting no. 12514491-62300 and 12514407-62300) for the 2018-
19 fiscal year.
m
Chief of Police
Santa Ana Police Department
APPROVED AS TO FUNDS AND ACCOUNTS:
Sergio \Vidal �.IfLC�tiS7
Assistant Director
Finance and Management Services Agency
Exhibit: 1. Agreement with Willdan Homeland Solutions
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Exhibit 1
PROFESSIONAL SERVICES AGREEMENT
TO PROVIDE
GRANT PROJECT & FISCAL COORDINATOR SERVICES
THIS AGREEMENT, made and entered into this 211 day of August, 2018 by and between
WILLDAN HOMELAND SOLUTIONS, an operating division of WILLDAN GROUP, Inc., a California
corporation (hereinafter "Consultant', and the City of Santa Ana, a charter city and municipal corporation
organized and existing under the Constitution and laws of the State of California (hereinafter "City").
RECITALS
A. City, acting through the Santa Ana Police Department in its capacity as a Core City and lead
agency for the Anaheim / Santa Ana Urban Area under the Urban Areas Security Initiative
("UASI'), has applied for, received and accepted a grant from the federal Department of
Homeland Security, Office of Domestic Preparedness, through the State of California, Office of
Emergency Services, to enhance countywide emergency preparedness, hereinafter referred to as
"the Grant".
B. The City desires to contract with an expert in providing Project and Fiscal Coordinator — Grant
Management Services.
C. Consultant represents that it has the necessary skills and experience to provide assistance in
developing grant applications, invoicing and processing payment documents in compliance with
grant policies, and maintaining guidelines and polices required by grant providers.
D. In undertaking the performance of this Agreement, Consultant represents that it is knowledgeable
in its field and that any services performed by Consultant under this Agreement will be performed
in compliance with such standards as may reasonably be expected from a professional consulting
firm in the field.
NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the terms
and conditions hereinafter set forth, the parties agree as follows:
1. SCOPE OF SERVICES
Consultant shall develop and provide grant management services as set forth in Exhibit A, attached
hereto and incorporated by this reference. All services required hereunder shall conform in all respects to
standards and regulations for funding by the U.S. Department of Homeland Security, and the California
Office of Emergency Services. Consultant will be responsible for continued training to remain current on
the management and reporting obligations required of the various Homeland Security Grant funds.
2. COMPENSATION
a. City agrees to pay, and Consultant agrees to accept as total payment for its services an
hourly rate of $68.92, effective September 1, 2018. Additionally, Consultant shall be reimbursed for
training and travel which has been pre -approved, in writing, by City. The total sum that can be expended
during the term of this Agreement (September 1, 2018 through August 31, 2019) shall not exceed $144,840
— annually.
b. Payment by City shall be made within thirty (30) days following receipt of proper invoice
evidencing work performed, subject to City accounting procedures. Payment need not be made for work
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which fails to meet the standards of performance set forth in the Recitals which may reasonably be expected
by City.
3. USE AND OWNERSHIP OF DOCUMENTS
It is understood by and agreed to between the parties that all written papers or materials prepared
pursuant to this Agreement, paid for with Grant funds, or composed utilizing information provided by Santa
Ana, shall be the property of Santa Ana and shall be delivered to Santa Ana upon completion of the services
hereunder.
4. TERM
This Agreement shall commence on September 1, 2018 and terminate on August 31, 2019, unless
terminated earlier pursuant to Section 13, below.
5. INDEPENDENT CONTRACTOR
Consultant shall, during the entire term of this Agreement, be construed to be an independent
contractor and not an employee of the City. This Agreement is not intended nor shall it be construed to
create an employer-employee relationship, a joint venture relationship, or to allow the City to exercise
discretion or control over the professional manner in which Consultant performs the services which are the
subject matter of this Agreement; however, the services to be provided by Consultant shall be provided in
a manner consistent with all applicable standards and regulations governing such services. Consultant shall
pay all salaries and wages, employer's social security taxes, unemployment insurance and similar taxes
relating to employees and shall be responsible for all applicable withholding taxes.
6. INSURANCE
Prior to undertaking performance of work under this Agreement, Consultant shall maintain and
shall require its subcontractors, if any, to obtain and maintain insurance as described below:
a. Commercial General Liability Insurance. Consultant shall maintain commercial general
liability insurance which shall include, but not be limited to protection against claims arising from bodily
and personal injury, including death resulting therefrom and damage to property, resulting from any act or
occurrence arising out of Consultant's operations in the performance of this Agreement, including, without
limitation, acts involving vehicles. The amounts of insurance shall be not less than the following: single
limit coverage applying to bodily and personal injury, including death resulting therefrom, and property
damage, in the total amount of $1,000,000 per occurrence. Such insurance shall (a) name the City, its
officers, employees, agents, volunteers and representatives as additional insured(s); (b) be primary and not
contributory with respect to insurance or self-insurance programs maintained by the City; and (c) contain
standard separation of insureds provisions.
b. Worker's Compensation Insurance. In accordance with the provisions of Section 3300 of the
Labor Code, Consultant, if Consultant has any employees, is required to be insured against liability for
worker's compensation or to undertake self-insurance. Prior to commencing the performance of the work
under this Agreement, Consultant agrees to obtain and maintain any employer's liability insurance with
limits not less than $1,000,000 per accident.
c. The following requirements apply to the insurance to be provided by Consultant pursuant to
this section:
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(i) Consultant shall maintain all insurance required above in full force and effect for the
entire period covered by this Agreement.
(ii) Certificates of insurance shall be furnished to the City upon execution of this Agreement
and shall be approved in form by the City Attorney.
(iii) Certificates and policies shall state that the policies shall not be canceled without thirty
(30) days prior written notice to the City. Ten (10) days notice if cancellation is due to
non-payment of premium.
d. If Consultant fails or refuses to produce or maintain the insurance required by this section or
fails or refuses to furnish the City with required proof that insurance has been procured and is in force and
paid for, the City shall have the right, at the City's election, to forthwith terminate this Agreement. Such
termination shall not affect Consultant's right to be paid for its time and materials expended prior to
notification of termination. Consultant waives the right to receive compensation and agrees to indemnify
the City for any work performed prior to approval of insurance by the City.
7. INDEMNIFICATION
Consultant agrees to and shall indemnify and hold harmless the City, its officers, agents,
employees, and special counsel from liability for personal injury, or just compensation, arising out of
claims for personal injury, including death, and claims for property damage, to the extent they arise from
the negligent or willful misconduct in the performance of operations or errors or omissions of the Consultant
or its contractors, subcontractors, agents, employees, or other persons acting on their behalf which relates
to the services described in section 1 of this Agreement.
S. CONFIDENTIALITY
If Consultant receives from the City information which due to the nature of such information is
reasonably understood to be confidential and/or proprietary, Consultant agrees that it shall not use or
disclose such information except in the performance of this Agreement, and further agrees to exercise the
same degree of care it uses to protect its own information of like importance, but in no event less than
reasonable care. "Confidential Information" shall include all nonpublic information. Confidential
information includes not only written information, but also information transferred orally, visually,
electronically, or by other means. Confidential information disclosed to either party by any subsidiary
and/or agent of the other party is covered by this Agreement. The foregoing obligations of non-use and
nondisclosure shall not apply to any information that (a) has been disclosed in publicly available sources;
(b) is, through no fault of the Consultant disclosed in a publicly available source; (c) is in rightful possession
of the Consultant without an obligation of confidentiality (d) is required to be disclosed by operation of
law; or (e) is independently developed by the Consultant without reference to information disclosed by the
City.
9. CONFLICT OF INTEREST CLAUSE
Consultant covenants that it presently has no interests and shall not have interests, direct or indirect,
which would conflict in any manner with performance of services specified under this Agreement.
10. NOTICE
Any notice, tender, demand, delivery, or other communication pursuant to this Agreement shall be
in writing and shall be deemed to be properly given if delivered in person or mailed by first class or certified
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mail, postage prepaid, or sent by telefacsimile or other telegraphic communication in the manner provided
in this Section, to the following persons:
To City: Clerk of the City Council
City of Santa Ana
20 Civic Center Plaza (M-30)
P.O. Box 1988
Santa Ana, CA 92702-1988
Telefacsimile (714) 647-6956
With courtesy copies to:
Santa Ana Police Department
City Attorney
UASI / Homeland Security Division
City of Santa Ana
60 Civic Center Plaza
20 Civic Center Plaza (M-29)
P.O. Box 1981 (M-97)
P.O. Box 1988
Santa Ana, California 92702
Santa Ana, California 92702
Attn: Kanan Blake
Telefacsimile (714) 647-6515
Email: kblake@santa-ana.org
Telefacsimile (714) 245-8098
To Consultant: Mike Hooper
Willdan Homeland Solutions
2401 East Katella Avenue, Suite 300
Anaheim, California 92806
Office (714) 940-6389
Email: mhooper@willdan.com
A party may change its address by giving notice in writing to the other party. Thereafter, any
communication shall be addressed and transmitted to the new address. If sent by mail, communication shall
be effective or deemed to have been given three (3) days after it has been deposited in the United States
mail, duly registered or certified, with postage prepaid, and addressed as set forth above. If sent by
telefacsimile, communication shall be effective or deemed to have been given twenty-four (24) hours after
the time set forth on the transmission report issued by the transmitting facsimile machine, addressed as set
forth above. For purposes of calculating these time frames, weekends, federal, state, County or City
holidays shall be excluded.
11. EXCLUSIVITY AND AMENDMENT
This Agreement represents the complete and exclusive statement between the City and Consultant,
and supersedes any and all other agreements, oral or written, between the parties. In the event of a conflict
between the terms of this Agreement and any attachments hereto, the terms of this Agreement shall prevail.
This Agreement may not be modified except by written instrument signed by the City and by an authorized
representative of Consultant. The parties agree that any terms or conditions of any purchase order or other
instrument that are inconsistent with, or in addition to, that terms and conditions hereof, shall not bind or
obligate Consultant nor the City. Each party to this Agreement acknowledges that no representations,
inducements, promises or agreements, orally or otherwise, have been made by any party, or anyone acting
on behalf of any party, which are not embodied herein.
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12. ASSIGNMENT
Inasmuch as this Agreement is intended to secure the specialized services of Consultant,
Consultant may not assign, transfer, delegate, or subcontract any interest herein without the prior written
consent of the City and any such assignment, transfer, delegation or subcontract without the City's prior
written consent shall be considered null and void. Nothing in this Agreement shall be construed to limit the
City's ability to have any of the services which are the subject to this Agreement performed by City
personnel or by other consultants retained by City.
13. TERMINATION
This Agreement may be terminated by the City upon thirty (30) days written notice of termination.
In the event that grant funding is not secured, City has the right to terminate the Agreement immediately
upon exhaustion of the grant funds. Consultant shall be entitled to receive and the City shall pay Consultant
compensation for all services performed by Consultant prior to receipt of such notice of termination, subject
to the following conditions:
a. As a condition of such payment, the Chief of Police may require Consultant to deliver to the
City all work product completed as of such date, and in such case such work product shall be the property
of the City unless prohibited by law, and Consultant consents to the City's use thereof for such purposes as
the City deems appropriate.
b. Payment need not be made for work that fails to meet the standard of performance specified in
the Recitals of this Agreement.
iC!l7RY�T71311�/;ll M (�7►1
Consultant shall not discriminate because of race, color, creed, religion, sex, marital status, sexual
orientation, age, national origin, ancestry, or disability, as defined and prohibited by applicable law, in the
recruitment, selection, training, utilization, promotion, termination or other employment related activities.
Consultant affirms that it is an equal opportunity employer and shall comply with all applicable federal,
state and local laws and regulations.
15. JURISDICTION -VENUE
This Agreement has been executed and delivered in the State of California and the validity,
interpretation, performance, and enforcement of any of the clauses of this Agreement shall be determined
and governed by the laws of the State of California. Both parties further agree that Orange County,
California, shall be the venue for any action or proceeding that may be brought or arise out of, in connection
with or by reason of this Agreement.
16. PROFESSIONAL LICENSES
Consultant shall, throughout the term of this Agreement, maintain all necessary licenses, permits,
approvals, waivers, and exemptions necessary for the provision of the services hereunder and required by
the laws and regulations of the United States, the State of California, the City of Santa Ana and all other
governmental agencies. Consultant shall notify the City immediately and in writing of its inability to obtain
or maintain such permits, licenses, approvals, waivers, and exemptions. Said inability shall be cause for
termination of this Agreement.
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17. CONSULTANT CERTIFICATIONS
a. Debarment and Suspension — Contractor will comply, and all its contractors will comply,
with applicable federal suspension and debarment regulations including, but not limited to, Executive
Orders 12549 and 12689, and 2 Code of Federal Regulations (CFR) §200.212 and codified in 2 CFR Part
200.
b. Section 504 of the Rehabilitation Act of 1973 (Handicapped) - All recipients of federal
funds must comply with Section 504 of the Rehabilitation Act of 1973 (The Act). Therefore, the federal
funds recipient pursuant to the requirements of The Act hereby gives assurance that no otherwise qualified
handicapped person shall, solely by reason of handicap be excluded from the participation in, be denied the
benefits of or be subject to discrimination, including discrimination in employment, in any program or
activity that receives or benefits from federal financial assistance. The Contractor agrees it will ensure that
requirements of The Act shall be included in the agreements with and be binding on all of its contractors,
subcontractors, assignees or successors.
C. Americans with Disabilities Act of 1990 - (ADA) Contractor must comply with all
requirements of the Americans with Disabilities Act of 1990 (ADA), as applicable.
d. Lobbying and Political Activity - None of the funds, materials, property, or services
provided directly or indirectly under this agreement shall be used for any partisan political activity, or to
further the election or defeat of any candidate for public office, or otherwise in violation of the provisions
of the "Hatch Act".
C. Contractor will comply with all applicable lobbying prohibitions and laws, including those
found in United States Code Title 31, § 1352, et seq., and agrees that none of the funds provided under this
award may be expended by the Contractor to pay any person to influence, or attempt to influence an officer
or employee of any agency, a Member of Congress, an officer or employee of Congress, or an employee of
a Member of Congress in connection with any federal action concerning the award or renewal of any federal
contract, grant, loan, or cooperative agreement.
f. Contractor will comply, and all its contractors will comply, with all requirements of the
Byrd Anti -Lobbying Amendment (31 U.S.C. 1352), as applicable.
g. Non -Discrimination and Equal Opportunity - Contractor will comply, and all its
contractors will comply, with Title VI of the Civil Rights Act of 1964, as amended; Section 504 of the
Rehabilitation Act of 1964, as amended; Subtitle A, Title II of the Americans with Disabilities Act (ADA)
(1990); Title IX of the Education Amendments of 1972; the Age Discrimination Act of 1975, as amended;
Drag Abuse Office and Treatment Act of 1972, as amended; Comprehensive Alcohol Abuse and
Alcoholism Prevention, Treatment and Rehabilitation Act of 1970, as amended; Section 523 and 527 of the
Public Health Service Act of 1912, as amended; Title VIII of the Civil Rights Act of 1968, as amended;
Department of Justice Non -Discrimination Regulations, 28 CFR Part 42, Subparts C, D, E, and G; and
Department of Justice regulations on disability discrimination, 28 CFR Part 35 and 39. In the event a
Federal or State court, Federal or State administrative agency, or the Contractor makes a finding of
discrimination after a due process hearing on the grounds of race, color, religion, national origin, sex, or
disability against a recipient of funds, the Contractor will forward a copy of the findings to CITY which
will, in tum, submit the findings to the Office of Civil Rights, Office of Justice Programs, U.S. Department
of Justice.
h. Contractor will comply, and all its contractors will comply, with all requirements of the
Executive Order 11246 of September 24, 1965, entitled "Equal Employment Opportunity," as amended
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by Executive Order 11375 of October 13, 1967, and as supplemented in Department of Labor regulations
(41 CFR chapter 60), as applicable.
i. Contractor will comply, and all its contractors will comply, with all requirements of the
California Public Contract Code Section 10295.3, as applicable.
j. Contractor will comply, and all its contractors will comply, with all requirements of the
Copeland "Anti -Kickback" Act (18 U.S.C. 874) as supplemented in Department of Labor regulations (29
CFR Part 3), as applicable.
k. Contractor will comply, and all its contractors will comply, with all requirements of
the Davis -Bacon Act (40 U.S.C. 276a to 276a-7) as supplemented by Department of Labor regulations
(29 CFR Part 5), as applicable.
1. Contractor will comply, and all its contractors will comply, with all requirements of
Sections 103 and 107 of the Contract Work Hours and Safety Standards Act (40 U.S.C. 3701-3708) as
supplemented by Department of Labor regulations (29 CFR Part 5), as applicable.
III. Contractor will comply, and all its contractors will comply, with all applicable
standards, orders or requirements issued under Section 306 of the Clean Air Act (42 U.S.C. 1857(h)),
Section 508 of the Clean Water Act (33 U.S.C. 1368), Executive Order 11738, and the Environmental
Protection Agency regulations (40 CFR part 15), as applicable.
n. Contractor will comply, and all its contractors will comply, with all requirements of the
Energy Policy and Conservation Act (Pub. L. 94-163, 89 Stat. 871), (53 FR 8078, 8087, Mar. 11, 1988,
as amended at 60 FR 19639, 19645, Apr. 19, 1995), as applicable.
o. Contractor will comply, and all its contractors will comply, with all requirements of
Section 6002 of the Solid Waste Disposal Act, as amended by the Resource Conservation and Recovery
Act, as applicable.
P. Contractor will comply with the Federal Water Pollution Control Act (33 U.S.C. 1251-
1387) as applicable.
q. Contractor agrees that the Department of Homeland Security shall have the authority to
seek patent rights for any process, product, invention or discovery developed and paid for with funding
through this Agreement based on the requirements of 37 CFR§ 401, as applicable.
r. Pursuant to 2 CFR section 200.315, Contractor may copyright any work that is subject to
copyright and was developed, or for which ownership was acquired, under a Federal award. The Federal
awarding agency reserves a royalty -free, nonexclusive and irrevocable right to reproduce, publish, or
otherwise use the work for Federal purposes, and to authorize others to do so. The Federal government has
the right to:
(1) Obtain, reproduce, publish or otherwise use the data produced under a Federal award;
and
(2) Authorize others to receive, reproduce, publish, or otherwise use such data for Federal
purposes.
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Contractor will provide information pursuant to 2 CFR section 200.315(e) for response to a Freedom of
Information Request when applicable.
S. Contractor will comply with the provisions of 2 C.F.R. section 200.315 regarding the use
of intangible property.
t. Contractor will comply with all applicable local, state and federal statutes, codes and
regulations regarding the use of state or federal grant funds and property acquired with those grant funds.
U. If the product is defective, does not function as represented or advertised, City is entitled
to either a full refund of the purchase price or replacement of the product for a new product at the City's
election.
18. MISCELLANEOUS PROVISIONS
a. Each undersigned represents and warrants that its signature herein below has the power,
authority and right to bind their respective parties to each of the terms of this Agreement, and shall
indemnify City fully, including reasonable costs and attorney's fees, for any injuries or damages to City in
the event that such authority or power is not, in fact, held by the signatory or is withdrawn.
b. All Exhibits referenced herein and attached hereto shall be incorporated as if fully set forth in
the body of this Agreement.
IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year
first above written.
ATTEST:
MARIA D. HUIZAR
Clerk of the Council
APPROVED AS TO FORM:
SONIA R. CARVALHO
City t y
13y
TAMAM§666SIAP
Assistant City Attorney
RECOMMENDED FOR APPROVAL:
DAVE VALENTIN
Chief of Police
CITY OF SANTA ANA, a municipal
Corporation of the State of California
RAUL GODINEZ I1
City Manager
WILLDAN HOMELAND SOLUTIONS
MIKE HOOPER
President and CEO
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EXHIBIT A
JOB DESCRIPTION
GRANT PROJECT & FISCAL COORDINATOR
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&` Anaheim/ Santa Ana UASI Grant Office
Job Title: Grant Project & Fiscal Job Category:
Contra-.tor/Consultant
Coordinator
Department Grou Project Management Unit;
/ F. I Job Code:
UASID33
Financial & Audit Unit
Agency I Santa Ana Police Department
Job Desulption
Reporting Relationships/Supervision
Reports to the UASI Grant Coordinator and Administrator. Works in dose coordination with Project Coordinators,
Sub•Re:iPients, City Finance, and the California Office of EmcrgencyServices. Liaison to the UASI Working Group
(UAWG), UASI Steering Committee, UAR'G Sub-Cemmittees, and Orange County InteR:gienco Assessment Center
ICCIAQ Fusion Center.
Basic Function
The Gran: Project & Fiscal Coordinator plans, Organizes, manages, and directs activities related to project
management any the Financial and Audit Unit. Ensures successful Integration of all aspects of protects, Including
tedhnical, financial, legal, and political, to ensure that projects ass ned stay on budget and on schedule. Ensures
grant finance; are In compliance, submits cash advances/request; In a timely manner, traCG expenditures and
tudg-6, processes sub -recipient reWbursernent requests, and manages detailed recordkeeping.
Responsibilities
Prmpd IEanwrimpnt and l7wrdination
• Responsible for the nuinaZement and oversighl of all assigned protect activities indudiine but not limited
to: contract management and milestone monitoring, ensuring compliance with a!1 applicable rules and.
regulations, mama€roes budgets, ensuring participation of as reyonal public safety agenzei, and regular
reporting
• Pro'ida review of project appfications, ensuring Authorized Equipment List(AEL) compliance.
• Supports the coordination and Implementation of the contracting process such Request for Prepo;al (aFP)
developmen: and creation, review, and processirg of agreements.
• Participates in gent application and investmen: justification; at region::], stare and federal level.
• Provides updates on project status and/or program goal;/initiati'rs.
• Prov'de; briefings to the UASI Wmsirsg Group, UAS] Steering Committee, and UAVJG Sub. Committees,
and OCMC Fu;ion Center.
• Assists with entry of equipment item; into VAsetrack lrrentory Systen. Compile necessary
documenta:on for attachment to each item in systen.
• Review of required documentation juinnittcd bystaff and subsirccipicsits to iinchipc project applications,
ESP, CoIOES approves (including but not limited to Sole Source, Vchide Approval, Emergency Operation
Center approvals, and AircraftAValercraft Approval). quarierly reports, and project budgets.
• Review all ,-ib-recipient training reimbursement requests, to ensure ail documentarian has been
completed, all required back-up has been submitted and expenditures add up correctly. Contact sub.
recipients in order to a;k for dafificaticn, or request missing documentation as needed. Enter In al
out;ide and internal training requests into Excel spreadsheet for reporting, tracking, and reimbursement
puroses.
• Alis as lieison to OCIAC Fusion Center.
• Attends efanning and updpte meetingi as requested or deemed necessary.
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Anaheim/ Santa Ana UASI Grant Office
• Frovides programmatic and foal status reports ltfi-svrekly, manthly, and
Coordinator and OCIAC Viector.
i noel I Id AydlILIAMROMI
City Fironziol Frocedures:
• Upon receiot of grant award information, compete appmpriati= ad;ustment for attachment to the
retuest far council approval, in order for neer grant account number neation and budget atucations per
object code.
• Comp'ete lavesc s entry of Projects and Activities, in order to create budget al'acations by protect, and
create Activity numbers that identify project and solutice area as an accounting me-,hanism.
• PrCLC]a cutchase orders and attach suppuning documentation, such asimmices and packing slips, pro'e'de
a=unting Information and gran) to be charged. orate reimbLUMMent packet, and send to Gly Finance
for vendor payment.
• Process incoming invoices for contract vendors, attach supporting docoru. l oro, for creation of direct
payment vouchers, create reimbursement packet, and sertd to peter rascal for payment.
• Process sub -recipient reimbursement packets to check for required finandal paperwork and completion,
prcvess sub -recipient invoices, create reimbursement packet, and send to Pogce Fiscal for payment.
• Turn In bimonthly timesheets for grant paserure, collect oyenime cats, and turn Into Police Fisral for
posting Renew monthly la'xr distiibulion reports, attaching appropriate timesheets, chits, and use PH
PaymR program to printout adJilional information as required.
• Complete budget pile=tlons for each open Homeland Security Grant, InCuding approved positions, and
send mr,plettil budget to Police Fiscal for Indus'mn into the Cty Budget for each new fiscaf year.
• Upon close of grant, complete raoncilialion or City General redder and all Erant cash requests,
completing necessary journal voucher to balance dhcrepanaes
• "Qatar anaivtl<al suppnrt for project managers, grant manaber, anJ grant adminisLator as revM.
Ce! jorn:a Oryica of Emergency Servizes (COVES) Procedures:
• Crs re fnandal u:mplwi;e with the grant and any Unarrnial drectives S4 forth by the Cdlforrla Office of
_me.-gency, Services (prer.ou5ly the Office of Hcrrelard Securivil and the Department of IlomJand
Seamty. Liaison pith local, stare and federal agencies regarding financial matters related to the
adm:nistrat:on of the Homeland Security Grants.
• Part-cip dri in gran) application and investment Imlifncatiom at regional, stat,. and federal level.
• Awsl and complete gran epplicetions and grant modir;r !Jon requests via the Ca'ifomia Office Of
Emerg,ncy Services workhaok, confuning modifications to ti'e inlamal project matrix, training and
ecarcise rosters, approved protect acpfica.ians, and rrCected Lithe •wod.hook.
• Complete grail cash recpiesls and advances using the workbook, from compiled reimbursement packets,
srairiag packets, equipment ledger, and City General ledger via lA%V50H. Req -test City Invoice, attach
v ortbook, and send to the California Office of Emergency Seniors for reimbursement.
• Cnce checks have been received f,f-om the Slane, add a copy to thecash req -test fdes, attach partinenl city
invo'ce, and detiver to treasury for deposit.
• :York with City Accountant: to calmlate interest earned c n rash adaar[es, trading vendmJsub-reciptenl
payment, compared to advance check ftosit dates Request check to [lie Federal Depallmerill of Health
and Human Services, for all Interest earned on grant adaaeces.
• Maintain an updated database of all financial points or contact aro] conifuct per'ortk on-site financial
monitoring of Homeland Security Grant sub -recipients
• Cr educt financial and budEerary analysis of General ledger, Prnjrxt and Activity Report, Labor
Diminution Report, and Revenue Ledger report.
Prepmes Anel submits bl-annual progress reports (6518) Imp th., PelQral Gram RSPanirg ICOI
25M-13
Anaheim/ Santa Ana UASI Grant Office
UASI Groh Ojfce Procednes
• Attend Urban Area Se_urity Initiative Working Group and Steeling Canunitlee meetings ds pmgfammatic
and fin3nc(31 point of contact.
• Update and revise Urban Arras Serity Irilialive Sub -Recipient Guidelines and Policies, m Include new
laps, rules, and requirements from DHS and Cal -CIES, as wall as updated Grant Office procedures for
project managers and suh-recipientc
• Update any Anaheim / Santa Ana UASf funis with each new grant year, including reimbursement forms,
project appkcations, project modifications, monitoring faints, training forms, reporting forms, and other.
• Keep in constant communication with grant project managers to ensure appropriate federal, state, and
Iota' requirements are being met and they meet grant deadlines.
• Send out reminder when the Ouarteriy Project Status Repurts are dux, review for mmpletenecs, and
forward to the appropriate office staff for review.
• provides prograrnmatic and fiscal status reports (hi -wkly, monthly, and quarterly) to the UASI Grant
Coordnator.
Knowledge, Skills, and Abltitfes
Full understanding of federal and CdI31S Homeland Security Grant Guidance and full understanding of the
Anaheim/Santa Ana UASI Sub-redplent Grant Guidance. General kn; vrir-dge of government
contracting/procurement processes. Ability to manaae prajcct budgets. Ability to facilitate grwip meetings. Ability
to research topics unfamiliar to their normal areas of expertise and experience hvithin Homeland Security Grant
relevancy) and develop program/project plans. Knowledge of grant finarcial management requirements. and
ability to read through the aapricaie cede of federal regu'atioro. Oh1R drarlan. Environmental & Histcric
Preservation requirement;, Cal -01S Strategic Goals & Objectives. Care Cepabilitics, Procurement and Furchaslrg
Policies, and Travel Palicfas, for the Urban Area Security Initiative (UASI) grants and Homeland Security Grant
Prcgram (HSGP). Ability to marage project budgets. Ability to facilitate group meetings. Ability to research topics
unfamiliar to their normal areas of expertise and expo ience (within Homeland Security Grant relevancy) and
develop pr_gram/protect p13ns. Ab lity to maintain goad w•orkirg relationships with all stakeholders within the
UASI, state or outade agencies, ether team members, staff and the immunity based stakeholders. Knowledge
and ability to use LAWSON Anarlax fJanagement Syacrn Sot -ware, 112K payroll S•y:tem Software, the Fedora'
Grant Raportirg Tod, and PIicro;cY. programs such a; Word, Excel, Outlook, PowerPoint, Publisher, and the
vfisetrack Irw�entory System. Kr0vfed6e al munlclpal Eayernment operations, city financial mounting txhniqum,
procurement, hud6etary processes and controls. Aovanced verba' and written communication sails. A!rfty to
solve proJam; Aboe aserge polijcaJa_uman._
Date:
25M-14
EXHIBIT B
WILLDAN HOMELAND SECUIRTY
PRICING PROPOSAL
25M-15
25M-16