HomeMy WebLinkAboutItem 20 - On-Call Grant Writing Services Public Works Agency
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Item # 20
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Staff Report
September 20, 2022
TOPIC: On-Call Grant Writing Services
AGENDA TITLE
Approve Agreements with Townsend Public Affairs, Inc., Engineering Solutions Services,
Inc., and MNS Engineers, Inc. for On-Call Grant Writing Services for a Total Amount Not
to Exceed $2,375,000 for up to a Five-Year Term (General and Non-General Fund)
RECOMMENDED ACTION
Authorize the City Manager to execute agreements with Townsend Public Affairs, Inc.,
Engineering Solutions Services, Inc., and MNS Engineers, Inc. to provide on-call grant
writing and grant management services for a three-year period beginning September 20,
2022 and expiring September 19, 2025, with provisions for one, two-year renewal period
exercisable by the City Manager and City Attorney, with a shared aggregate amount not
to exceed of $2,375,000, subject to non-substantive changes approved by the City
Manager and the City Attorney.
DISCUSSION
The Public Works Agency’s Water Resources Division oversees and maintains the daily
operations of the City’s water and sanitary sewer systems. The water and sewer
enterprises are funded through ratepayer revenues which provide for water and sewer
system maintenance, enterprise operations, and capital improvements. However, with the
amount of grant and low-interest loan funding currently available, it can be fiscally
beneficial to pursue outside funding for service improvements, pilot programs, or to simply
lower City-funded costs for existing or planned projects. Awarding contracts to the
recommended firms will enable the Public Works Agency to utilize professional grant
writing and management services to secure additional funding for Public Works projects
and programs.
On June 29, 2022, the Public Works Agency issued Request for Proposals (RFP) 22-064
for on-call water, sewer, and public works grant writing services. The RFP was advertised
on the City’s online bid management and publication system with bids due on July 25,
2022. System records indicate 10 vendors downloaded proposal files. Six proposals were
received and evaluated by a selection committee. Based on the criteria as outlined in the
RFP, all of the proposals received were categorized as responsive, and their respective
scores are as follows:
On-Call Grant Writing Services
September 20, 2022
Page 2
2
9
6
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FIRM LOCATION SCORE
Townsend Public Affairs, Inc.Newport Beach, CA 94
Engineering Solutions Services, Inc.Laguna Hills, CA 88
MNS Engineers, Inc.Thousand Oaks, CA 86
California Consulting Services, Inc.El Segundo, CA 70
Global urban Strategies, Inc.Alhambra, CA 66
Attaché Partners Cheney, WA 57
In accordance with the RFP scores, staff recommends entering into agreements with
Townsend Public Affairs, Inc., Engineering Solutions Services, Inc., and MNS Engineers,
Inc. to provide on-call grant writing and grant management services for the Public Works
Agency (Exhibits 1, 2, and 3). The proposals demonstrated high levels of technical
competency and experience performing similar services. The proposals contained a clear
path toward achieving City goals and objectives as required by the RFP. In addition,
Townsend Public Affairs, Inc. and Engineering Solutions Services, Inc. have provided
similar services for the City in the past with great success.
ENVIRONMENTAL IMPACT
There is no environmental impact associated with the action.
FISCAL IMPACT
Funds are budgeted and available for expenditure in the current fiscal year and will be
budgeted in future fiscal years, including the renewal option, based on the needs of the
respective Public Works divisions. The following is an estimate of expenditures by fiscal
year:
Fiscal Year Accounting Unit
- Account #
Fund
Description
Accounting Unit,
Account Description Amount
Contract (3-Year Term)
2022-23
(Sept-June)06017645-62300 Water Fund
Water Admin &
Engineering, Contract
Services-Professional
$250,000
2022-23
(Sept-June)01117651-62320 General
Fund
Park Maintenance
Services
Enhancement,
Contract Services-
Professional
$90,000
2022-23
(Sept-June)07517100-62300 Fleet
Maintenance
Equip Maint-Garage
Operation, Contract
Services-Professional
$90,000
On-Call Grant Writing Services
September 20, 2022
Page 3
2
9
6
2
Fiscal Year Accounting Unit
- Account #
Fund
Description
Accounting Unit,
Account Description Amount
2023-24 06017645-62300 Water Fund
Water Admin &
Engineering, Contract
Services-Professional
$275,000
2023-24 01117651-62320 General
Fund
Park Maintenance
Service
Enhancement,
Contract Services-
Professional
$100,000
2023-24 07517100-62300 Fleet
Maintenance
Equip Maint-Garage
Operation, Contract
Services-Professional
$100,000
2024-25 06017645-62300 Water Fund
Water Admin &
Engineering, Contract
Services-Professional
$275,000
2024-25 01117651-62320 General
Fund
Park Maintenance
Service
Enhancement,
Contract Services-
Professional
$100,000
2024-25 07517100-62300 Fleet
Maintenance
Equip Maint-Garage
Operation, Contract
Services-Professional
$100,000
Optional Two-Year Extension
2025-26 06017645-62300 Water Fund
Water Admin &
Engineering, Contract
Services-Professional
$275,000
2025-26 01117651-62320 General
Fund
Park Maintenance
Service
Enhancement,
Contract Services-
Professional
$100,000
2025-26 07517100-62300 Fleet
Maintenance
Equip Maint-Garage
Operation, Contract
Services-Professional
$100,000
On-Call Grant Writing Services
September 20, 2022
Page 4
2
9
6
2
Fiscal Year Accounting Unit
- Account #
Fund
Description
Accounting Unit,
Account Description Amount
2026-27 06017645-62300 Water Fund
Water Admin &
Engineering, Contract
Services-Professional
$275,000
2026-27 01117651-62320 General
Fund
Park Maintenance
Service
Enhancement,
Contract Services-
Professional
$100,000
2026-27 07517100-62300 Fleet
Maintenance
Equip Maint-Garage
Operation, Contract
Services-Professional
$100,000
2027-28
(July –
Sept)
06017645-62300 Water Fund
Water Admin &
Engineering, Contract
Services-Professional
$25,000
2027-28
(July –
Sept)
01117651-62320 General
Fund
Park Maintenance
Service
Enhancement,
Contract Services-
Professional
$10,000
2027-28
(July –
Sept)
07517100-62300 Fleet
Maintenance
Equip Maint-Garage
Operation, Contract
Services-Professional
$10,000
Total:$2,375,000
EXHIBIT(S)
1. Agreement with Townsend Public Affairs, Inc.
2. Agreement with Engineering Solutions Services, Inc.
3. Agreement with MNS Engineers, Inc.
Submitted By: Nabil Saba, P.E., Executive Director – Public Works Agency
Approved By: Kristine Ridge, City Manager
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AGREEMENT WITH TOWNSEND PUBLIC AFFAIRS TO PROVIDE ON CALL GRANT
WRITING SERVICES
THIS AGREEMENT is made and entered into this 20th day of September 2022 by and between Townsend
Public Affairs, Inc., a California corporation (“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
(“City”).
RECITALS
A. On June 29, 2022, the City issued Request for Proposal No. 22-064, by which it sought a
consultant having special skill and knowledge in the field of Water, Sewer and Public
Works grant writing services.
B. Consultant submitted a responsive proposal that was among those selected by the City.
Consultant represents that it is able and willing to provide the services described in the
scope of work that was included in RFP No. 22-064.
C. 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 contracting 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 perform the tasks and obligations including all labor, materials, tools, equipment,
and incidental customary work required to fully and adequately complete the services described in RFP
No. 22-064, which is attached as Exhibit A, and as more specifically delineated in Consultant’s proposal,
which is attached as Exhibit B and incorporated in full.
2. COMPENSATION
a. City agrees to pay, and Consultant agrees to accept as total payment for its services under
this Agreement, the rates and charges identified in Exhibit C. Consultant is one of three
(3) consultants selected to provide grant writing services on an on-call basis under RFP 22-
064. The total compensation for these services provided by all such contracts selected
under RFP 22-064 shall not exceed the shared aggregate amount of Two Million, Three
Hundred Seventy-Five Thousand Dollars and Zero Cents ($2,375,000) during the term of
the Agreement, including any extension periods.
b. Payment by City shall be made within forty-five (45) days following receipt of proper
invoice evidencing work performed, subject to City accounting procedures. Payment need
not be made for work that fails to meet the standards of performance set forth in the Recitals
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and Scope of Work, which may reasonably be expected by City.
3. TERM
This Agreement shall commence on the date first written above and terminate on September 19,
2025, unless terminated earlier in accordance with Section 17, below. The term of this Agreement may
be extended for one (1) two-year period upon a writing executed by the City Manager and City Attorney.
4. PREVAILING WAGES
Consultant is aware of the requirements of California Labor Code Section 1720, et seq., and 1770,
et seq., as well as California Code of Regulations, Title 8, Section 16000, et seq., (“Prevailing Wage
Laws”), which require the payment of prevailing wage rates and the performance of other requirements
on “public works” and “maintenance” projects. If the services being performed are part of an applicable
“public works” or “maintenance” project, as defined by the Prevailing Wage Laws, and the total
compensation is $1,000 or more, Consultant agrees to fully comply with such Prevailing Wage Laws.
Consultant shall defend, indemnify and hold the City, its elected officials, officers, employees and agents
free and harmless from any claim or liability arising out of any failure or alleged failure to comply with
the Prevailing Wage Laws.
5. INDEPENDENT CONSULTANT
Consultant shall, during the entire term of this Agreement, be construed to be an independent
consultant 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. OWNERSHIP OF MATERIALS
This Agreement creates a non-exclusive and perpetual license for City to copy, use, modify, reuse,
or sublicense any and all copyrights, designs, and other intellectual property embodied in plans,
specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any
tangible medium of expression, including but not limited to, physical drawings or data magnetically or
otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant
under this Agreement (“Documents & Data”). Consultant shall require all subconsultants to agree in
writing that City is granted a non-exclusive and perpetual license for any Documents & Data the
subconsultant prepares under this Agreement. Consultant represents and warrants that Consultant has the
legal right to license any and all Documents & Data. Consultant makes no such representation and
warranty in regard to Documents & Data which were provided to Consultant by the City. City shall not
be limited in any way in its use of the Documents and Data at any time, provided that any such use not
within the purposes intended by this Agreement shall be at City’s sole risk.
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7. 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. Minimum Scope and Limit of Insurance
1. Commercial General Liability (CGL): Insurance Services Office Form
CG 00 01 covering CGL on an “occurrence” basis, including products and
completed operations, property damage, bodily injury and personal &
advertising injury with limits no less than $1,000,000 per occurrence. If a
general aggregate limit applies, either the general aggregate limit shall apply
separately to this project/location (ISO CG 25 03 or 25 04) or the general
aggregate limit shall be twice the required occurrence limit.
2. Automobile Liability: ISO Form Number CA 00 01 covering any auto
(Code 1), or if Consultant has no owned autos, hired, (Code 8) and non-
owned autos (Code 9), with a limit no less than $1,000,000 per accident for
bodily injury and property damage.
3. Workers’ Compensation: as required by the State of California, with
Statutory Limits, and Employer’s Liability Insurance with limit of no less
than $1,000,000 per accident for bodily injury or disease.
4. Professional Liability: if Consultant is or employs a licensed professional
such as an architect or engineer: Professional liability (errors and omissions)
insurance, with a combined single limit of not less than $1,000,000 per
claim with $2,000,000 in the aggregate.
5. Broader Coverage: if the Consultant maintains broader coverage and/or
higher limits than the minimums shown above, the City requires and shall
be entitled to the broader coverage and/or the higher limits maintained by
the Consultant. Any available insurance proceeds in excess of the specified
minimum limits of insurance and coverage shall be available to the City.
b. Other Insurance Provisions
1. Additional Insured Status: The City, its officers, officials, employees, and
volunteers are to be covered as additional insureds on the CGL policy with
respect to liability arising out of work or operations performed by or on
behalf of the Consultant including materials, parts, or equipment furnished
in connection with such work or operations. General liability coverage can
be provided in the form of an endorsement to the Consultant’s insurance (at
least as broad as ISO Form CG 20 10 11 85 or if not available, through the
addition of both CG 20 10, CG 20 26, CG 20 33, or CG 20 38; and CG 20
37 if a later edition is used).
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2. Primary Coverage: For any claims related to this contract, the Consultant’s
insurance coverage shall be primary coverage at least as broad as ISO CG
20 01 04 13 as respects the City, its officers, officials, employees, and
volunteers. Any insurance or self-insurance maintained by the City, its
officers, officials, employees, or volunteers shall be excess of the
Consultant’s insurance and shall not contribute with it.
3. Notice of Cancellation: Each insurance policy required above shall provide
that coverage shall not be canceled, except with notice to the City.
4. Waiver of Subrogation: Consultant hereby grants to City a waiver of any
right to subrogation that any insurer of said Consultant may acquire against
the City by virtue of the payment of any loss under such insurance.
Consultant agrees to obtain any endorsement that may be necessary to affect
this waiver of subrogation, but this provision applies regardless of whether
or not the City has received a waiver of subrogation endorsement from the
insurer.
5. Self-Insured Retentions: Self-insured retentions must be declared to and
approved by the City. The City may require the Consultant to purchase
coverage with a lower retention or provide proof of ability to pay losses and
related investigations, claim administration, and defense expenses within
the retention. The policy language shall provide, or be endorsed to provide,
that the self-insured retention may be satisfied by either the named insured
or City.
6. Acceptability of Insurers: Insurance is to be placed with insurers
authorized to conduct business in the state with a current A.M. Best’s rating
of no less than A:VII, unless otherwise acceptable to the City.
7. Claims Made Policies (applicable only to professional liability):
1. The Retroactive Date must be shown, and must be before the date of
the contract or the beginning of contract work.
2. Insurance must be maintained and evidence of insurance must be
provided for at least five (5) years after completion of the contract
of work.
3. If coverage is canceled or non-renewed, and not replaced with
another claims-made policy form with a Retroactive Date prior to
the contract effective date, the Consultant must purchase “extended
reporting” coverage for a minimum of five (5) years after completion
of work.
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8. Verification of Coverage: Consultant shall furnish the City with original
Certificates of Insurance including all required amendatory endorsements
(or copies of the applicable policy language effecting coverage required by
this clause) and a copy of the Declarations and Endorsement Page of the
CGL policy listing all policy endorsements to City before work begins.
However, failure to obtain the required documents prior to the work
beginning shall not waive the Consultant’s obligation to provide them.
The City reserves the right to require complete, certified copies of all required
insurance policies, including endorsements required by these specifications,
at any time.
9. Subcontractors: Consultant shall require and verify that all subcontractors
maintain insurance meeting all the requirements stated herein, and
Consultant shall ensure that City is an additional insured on insurance
required from subcontractors.
10. Special Risks or Circumstances: City reserves the right to modify these
requirements, including limits, based on the nature of the risk, prior
experience, insurer, coverage, or other special circumstances.
8. INDEMNIFICATION
Consultant agrees to defend, and shall indemnify and hold harmless the City, its officers, agents,
employees, consultants, special counsel, and representatives from liability: (1) for personal injury,
damages, just compensation, restitution, judicial or equitable relief arising out of claims for personal
injury, including death, and claims for property damage, which may arise from the negligent operations
of the Consultant or its subconsultants, agents, employees, or other persons acting on their behalf which
relates to the services described in section 1 of this Agreement; and (2) from any claim that personal
injury, damages, just compensation, restitution, judicial or equitable relief is due by reason of the terms
of or effects arising from this Agreement. This indemnity and hold harmless agreement applies to all
claims for damages, just compensation, restitution, judicial or equitable relief suffered, or alleged to have
been suffered, by reason of the events referred to in this Section or by reason of the terms of, or effects,
arising from this Agreement. The Consultant further agrees to indemnify, hold harmless, and pay all costs
for the defense of the City, including fees and costs for special counsel to be selected by the City, regarding
any action by a third party challenging the validity of this Agreement, or asserting that personal injury,
damages, just compensation, restitution, judicial or equitable relief due to personal or property rights arises
by reason of the terms of, or effects arising from this Agreement. City may make all reasonable decisions
with respect to its representation in any legal proceeding. Notwithstanding the foregoing, to the extent
Consultant’s services are subject to Civil Code Section 2782.8, the above indemnity shall be limited, to
the extent required by Civil Code Section 2782.8, to claims that arise of, pertain to, or relate to the
negligence, recklessness, or willful misconduct of the Consultant.
9. INTELLECTUAL PROPERTY INDEMNIFICATION
Consultant shall defend, indemnify and hold harmless the City, its officers, agents, representatives,
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and employees against any and all liability, including costs, and attorney’s fees, for infringement of any
United States’ letters patent, trademark, or copyright contained in the work product or documents provided
by Consultant to the City pursuant to this Agreement.
10. RECORDS
Consultant shall keep records and invoices in connection with the work to be performed
under this Agreement. Consultant shall maintain complete and accurate records with respect to the costs
incurred under this Agreement and any services, expenditures, and disbursements charged to the City for
a minimum period of three (3) years, or for any longer period required by law, from the date of final
payment to Consultant under this Agreement. All such records and invoices shall be clearly identifiable.
Consultant shall allow a representative of the City to examine, audit, and make transcripts or copies of
such records and any other documents created pursuant to this Agreement during regular business hours.
Consultant shall allow inspection of all work, data, documents, proceedings, and activities related to this
Agreement for a period of three (3) years from the date of final payment to Consultant under this
Agreement.
11. 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.
12. CONFLICT OF INTEREST CLAUSE
Consultant covenants that it presently has no interest and shall not have interests, direct or indirect,
which would conflict in any manner with performance of services specified under this Agreement.
13. 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 mail, postage prepaid, or sent by fax or other telegraphic communication in the manner provided
in this Section, to the following persons:
To City: Clerk of the City Council
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City of Santa Ana
20 Civic Center Plaza (M-30)
P.O. Box 1988
Santa Ana, CA 92702-1988
Executive Director
Public Works Agency
City of Santa Ana
20 Civic Center Plaza (M-21)
P.O. Box 1988
Santa Ana, CA 92702
To Consultant: Townsend Public Affairs, Inc.
Attn: Christopher Townsend, President
1401 Dove Street, Suite 330
Newport Beach, CA 92660
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
fax, 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 timeframes, weekends, federal, state, County or City holidays
shall be excluded.
14. EXCLUSIVITY AND AMENDMENT
This Agreement represents the complete and exclusive statement between the City and
Consultant regarding the subject matter herein, 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, the terms and conditions hereof, shall not bind or obligate Consultant or 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.
15. 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
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personnel or by other Consultants retained by City.
16. WAIVER
No waiver of breach, failure of any condition, or any right or remedy contained in or granted by
the provisions of this Agreement shall be effective unless it is in writing and signed by the party waiving
the breach, failure, right or remedy. No waiver of any breach, failure or right, or remedy shall be deemed
a waiver of any other breach, failure, right or remedy, whether or not similar, nor shall any waiver
constitute a continuing waiver unless the writing so specifies.
17. TERMINATION
This Agreement may be terminated by the City upon thirty (30) days written notice of termination.
In such event, 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 Executive Director 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 which fails to meet the standard of performance
specified in the Recitals of this Agreement.
18. NON-DISCRIMINATION
Consultant shall not discriminate because of race, color, creed, religion, sex, marital status,
sexual orientation, gender identity, gender expression, gender, medical conditions, genetic information,
or military and veteran status, age, national origin, ancestry, or disability, as defined and prohibited by
applicable law, in the recruitment, selection, teaching, training, utilization, promotion, termination or
other employment related activities or any services provided under this Agreement. Consultant affirms
that it is an equal opportunity employer and shall comply with all applicable federal, state and local laws
and regulations.
19. 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.
20. 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
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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.
21. 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: CITY OF SANTA ANA
________________________ _________________________
Kristine Ridge
Clerk of the Council City Manager
APPROVED AS TO FORM CONSULTANT
SONIA R. CARVALHO
City Attorney
By: _____________________ ____________________________
Brandon Salvatierra Name:
Deputy City Attorney Title:
RECOMMENDED FOR APPROVAL
____________________________
Nabil Saba, P.E.
Executive Director
Public Works Agency
Christopher TownsendPresident
EXHIBIT A
City of Santa Ana RFP 22-064
Page 11
Appendix
ATTACHMENT 1
SCOPE OF WORK
CITY OF SANTA ANA
REQUEST FOR PROPOSALS
FOR
WATER, SEWER AND PUBLIC WORKS PROGRAMS GRANT WRITING SERVICES
RFP NO.: 22-064
Introduction and Background:
The City of Santa Ana is located in the County of Orange in Southern California. The City
encompasses 27.5 square miles and a population of over 335,000 people.
The City of Santa Ana Public Works Agency is soliciting proposals from professional firms for
grant writing services. The primary emphasis will be seeking grant related funds for Water and
Sewer programs all other programs will be secondary.
In the past the City has utilized professional grant writing consulting firms on as needed basis to
meet the goals and objectives of the City. The goals of this proposal for consulting services are
to identify areas of funding needs, grant research and funding, development, and grant program
administration and delivery to the City’s Public Works Agency.
In summary, the City of Santa Ana is soliciting proposals from qualified firms to provide grant
writing services. This request for proposal (RFP) provides interested qualified firms with the
information enabling them to submit a Service Bid Proposal and to provide the services described
herein.
Description of Work:
The Consultant/s will seek funding opportunities primarily for water and sewer programs,
secondarily for all other programs with an emphasis on securing funds for capital projects. The
selected consultants are expected to search for relevant grant opportunities and inform the City
of their applicability. When relevant grant opportunities are identified and approval to proceed is
granted by City, the consulting firm shall prepare the necessary grant application documents and
submit grant applications on behalf of the City for approval or fully support the City in applying.
All the work shall be coordinated with Public Works Agency personnel. The successful firm(s)
shall have experience in grant writing, grant program development and administration for Federal,
State, and Local entities including and not limited to:
• US Department of Commerce-Economic Development Administration (Public
Works and EAA programs)
• US Department of Housing and Urban Development (CDBG)
• US Department of Interior-Bureau of Reclamation
• California Department of Water Resources
City of Santa Ana RFP 22-064
Page 12
• California Water Quality Control Board
• California Water Resources Control Board
• Air Quality Management District (AQMD)
• Mobile Source Air Pollution Reduction Review Committee (MSRC)
• State of California Department of Parks and Recreation; various programs and
Bond Acts (Office of Grants and Local Services OGALS)
• State of California Natural Resources Agency
• State of California Coastal Conservancy
The funding sought is intended to support contemplated programs for, among other things:
• Recycled water
• Infrastructure replacement
• Automated Metering Infrastructure
• Green infrastructure/solar panels
• Conservation/outreach enhancements
• Sewer septic tank removals/conversions
• Alternative (RNG/CNG/Propane) fuel vehicles/infrastructure
• EV charger infrastructure
• Park Land Acquisitions
• Park Development (Capital Improvements)
• Park Deferred Maintenance Projects
The following are typical service and or items that the successful Consultant(s) will be required
to provide for the City of Santa Ana.
Funding Needs Analysis – Conduct current funding priority needs analysis and identify new
priority areas for funding in conjunction with Staff.
Outside Funding/On-Call Research – Conduct research and identify third-party funding sources
that support the Public Works Agency, funding needs and priorities. This scope includes
researching grant opportunities independently as well as any identified by the City.
Funding Proposal Development – Provide proposal writing associated with funding applications
on behalf of the City of Santa Ana, including the preparation of funding abstracts, production and
submittal of applications to funding sources. The City understands that many applications require
technical details,. City staff will provide technical data as necessary but it is expected that the
consultant(s) will perform the majority of work required to generate funding applications. Once
applications are finalized, consultant will provide a copy of each application package for funding
to the City prior to submittal and review the package with City staff.
Program Administration and Delivery – The Consultant(s) will be required to provide grant
administration and coordination services as part of this proposal including, but not limited to,
coordinating with City staff to provide expenditure reports and submit reimbursement requests,
preparing Resolutions and Staff Reports for City Council consideration, coordinating with funding
sources’ staff, and submitting periodic status update reports to City.
City of Santa Ana RFP 22-064
Page 13
On a monthly basis, the Consultant(s) shall provide the City summaries of potential funding
opportunities. The summaries shall include, but not limited to the name of the funding agency,
due dates for applications, eligibility, and program summary and funding level available.
City Responsibilities:
The City will provide information in its possession relevant to the preparation of the required
information in the RFP. Availability of staff time to assist with the preparation of grant application
documents is limited. Selected consultant is expected to perform a substantial amount of
research and data gathering independently. City staff will provide system information and data
as available in an effort to develop the best grant application package possible.
EXHIBIT B
Proposal for Grant Writing Services | Santa Ana Public Works Agency Page 1
TABLE OF CONTENTS
Proposal for
Water, Sewer, and Public Works
Grant Writing Services
July 25, 2022
Proposal for Grant Writing Services | Santa Ana Public Works Agency Page 1
TABLE OF CONTENTS
Table of Contents ........................................................................................................................ 1
1. Statement of Qualifications .............................................................................................. 2
a) Cover Letter ......................................................................................................... 2
b) Agreement Statement .......................................................................................... 3
c) Understanding of Need ........................................................................................ 3
d) Firm and Team Experience .................................................................................. 9
e) Relevant Project Experience .............................................................................. 16
f) Schedule ............................................................................................................ 20
g) References ........................................................................................................ 21
2. Scope of Services & Schedule ...................................................................................... 22
3. Fee Proposal ................................................................................... Submitted Separately
4. Certifications.................................................................................................................. 31
Attachment 3-1: Non-Collusion Affidavit ........................................................................ 31
Attachment 3-2: Non-Lobbying Certification .................................................................. 32
Attachment 3-3: Non-Discrimination Certification ........................................................... 33
Proposal for Grant Writing Services | Santa Ana Public Works Agency Page 2
1. STATEMENT OF QUALIFICATIONS
A. COVER LETTER
July 25, 2022
Kathia Reyes, Project Manager
Santa Ana Public Works Agency
220 S. Daisy Street, 1st Floor
Santa Ana, CA 92703
Dear Ms. Reyes:
Thank you for the opportunity for Townsend Public Affairs, Inc. (“TPA”) to submit our proposal for
Grant Writing Services to the City of Santa Ana Public Works Agency (“Agency”). We have been
proud to work with the Agency for the last several years and have been successful in securing $4
million for the Agency.
Since its inception in 1998, TPA has earned the reputation as Champions for Better
Communities by providing the experience, resources, and relationships expected from a premier
legislative advocacy and grant writing firm while also giving clients the unique brand of customer
service they deserve: personal attention, maximum accessibility, and passion for their mission.
Our strategic approach to advocacy and funding is tailored to meet the individual needs of each
client by leveraging the breadth and depth of our team as well as our vast network of relationships
with key stakeholders and decision makers.
Utilizing this method on behalf of our clients, TPA has shepherded over 100 legislative and
regulatory proposals into law, and secured over $2.3 billion in grants from state, federal,
and local government agencies as well as nonprofit foundations and private companies.
Thank you again for your interest in our firm and your consideration of this proposal. Please
contact us if you have any questions or need additional information. We would be honored to
serve the Santa Ana Public Works Agency.
Yours truly,
Christopher Townsend
President*
*Authorized to bind the firm
Proposal for Grant Writing Services | Santa Ana Public Works Agency Page 3
1. STATEMENT OF QUALIFICATIONS
B. AGREEMENT STATEMENT
TPA concurs with the provisions contained within the standard agreement attached as Attachment
2 in the Appendix of the RFP and is prepared to enter into agreement under those terms.
C. UNDERSTANDING OF NEED
TPA has been proud to work with the Agency for the last five years to identify creative funding
solutions for the Agency’s priority projects. TPA has been successful in securing $4 million for the
Agency for advanced metering infrastructure and is prepared to continue to work with the Agency
on a variety of water and energy projects that will help create a more sustainable Santa Ana.
The majority of the Agency’s potable water comes from an underground basin and is pumped
through 21 existing wells to serve about 44,500 water accounts. Given the limited water supplies
in the region, recent reoccurring droughts, and the previous contamination levels, the Agency has
needs for a new groundwater well, expansion of the recycled water system to add additional
distribution infrastructure and new connections, and PFAS clean-up projects. TPA is prepared to
continue to work with the Agency to identify grant funding opportunities as well as legislative
directed opportunities to improve overall water system reliability and reduce the burden on other
water production facilities, including on imported water.
In addition, the Agency has several energy related projects including an expansion of the natural
gas fuel station at the City Yard, incorporation of hydro-electric generation and battery storage,
and the design and construction of solar parking lot canopies with electric vehicle chargers.
TPA believes that funding success for our clients requires much more than simply reacting to
existing grant programs when they are announced. TPA believes that maximum funding success
for our clients requires aggressive PROACTIVE strategy and effort to CREATE new funding
opportunities via budget earmarks or grant programs that are tailored to ensure eligibility and
maximum competitiveness for client projects.
Therefore, in order to successfully pursue the Agency’s funding needs, TPA strongly suggests
the Agency utilizes the following approach to generate and secure additional funding beyond the
opportunities identified in traditional grant programs. While these activities are above and beyond
the typical grant writing scope of work, TPA believes a creative funding advocacy component is
critical to maximize funding success for the Agency.
State Budget Opportunities: TPA has worked with several municipal clients to secure project
funding in the State Budget through legislative-directed grants, also referred to as “earmarks”.
This has led to success for the Santa Ana Public Works Agency, which received a direct project
allocation in the form of a $4 million earmark for Advanced Water Metering Infrastructure. Looking
forward to future budget cycles, earmarks are likely to be included in the State’s 2023-24 budget
cycle. TPA will work with the Agency to identify priority projects and leverage legislative
connections to advocate for this funding in upcoming budget cycles.
In addition to project specific funding, current opportunities in Sacramento include $2.7 billion in
new water drought funding that was included in the Fiscal Year 2022 budget that will need to be
allocated in early August. That funding will likely replenish existing programs that will fund
recycled water, habitat restoration, and drought relief, and could provide additional funding
opportunities for Agency projects.
Proposal for Grant Writing Services | Santa Ana Public Works Agency Page 4
1. STATEMENT OF QUALIFICATIONS
State Bond Legislation: Since its establishment in 1998, TPA has participated in the
development and implementation of many California legislative propositions to provide capital
funding for a wide variety of infrastructure projects, including water, natural resources, parks
and recreation, transportation, education, and cultural and historical resources in the
following bonds: 13, 40, 50, 84, and 1.
TPA worked closely with the Senate and Assembly leaders, staff, and stakeholders on the drafting
of park bond legislation for the June 2018 statewide ballot, which was eventually passed by voters
and implemented Proposition 68. Proposition 68 authorized $4.1 billion for the Legislature to
appropriate to various state and local agencies to fund a variety of capital projects. $2.5 billion of
the total amount of the bond funds park and open space related projects, while the remaining $1.5
billion funds a variety of water development programs.
By using a holistic approach targeted at exploring all channels of funding advocacy, TPA worked
with relevant state agencies to develop guidelines for park and water bond grant programs to
ensure that language is included so that client projects are eligible and competitive. TPA was
successful in creating and directing funding in Proposition 68 to align with client projects and
priorities that ultimately resulted in the funding of legacy infrastructure projects.
Federal Infrastructure Legislation: At the federal level, in addition to funding programs that the
Agency is already familiar with including the WaterSMART Water and Energy Grant Program
(WEEG) and Drought Resiliency Program, there are new opportunities that have been created
through the Bipartisan Infrastructure Law (BIL) that was recently signed into law by President
Biden.
These new federal opportunities include $9 billion in dedicated funding for remediation of
emerging contaminants in water supplies, including PFAS. $4 billion of these funds are distributed
through the States’ various State Revolving Fund programs. California’s share of these funds will
be distributed through the State’s Drinking Water State Revolving Fund (DWSRF), which is
administered by the State Water Resources Control Board. TPA is uniquely positioned to pursue
these funds given our extensive relationships in Sacramento as well as Washington, D.C. For
water recycling there is a dramatically expanded water recycling program administered by the
U.S. Bureau of Reclamation that provides $1 billion for projects that reclaim or reuse municipal,
industrial, and agricultural wastewater. This program could be a unique opportunity to expand the
Agency’s recycled water system.
The BIL also includes a large focus on energy and electric vehicle infrastructure. The primary
program for electric vehicle infrastructure is the National Electric Vehicle Infrastructure Formula
Program (NEVI) which will allocate $5 billion over the course of the next five years to build out
electric vehicle charging infrastructure on both public and private land. An additional $2.5 billion
is being allocated through discretionary grant programs along highway corridors and in
communities to expand the nation’s electric vehicle charging infrastructure.
TPA will utilize the following strategic and comprehensive approach to provide grant funding
services to the Agency:
• Conduct Detailed Orientation: TPA utilizes a comprehensive onboarding process that
includes extensive meetings with various relevant members of Agency leadership and key
Agency departments to help develop a strategic plan that is carefully tailored to satisfy the
needs of the Agency, as well as designed for maximum success in the current political climate
and funding environment.
Proposal for Grant Writing Services | Santa Ana Public Works Agency Page 5
1. STATEMENT OF QUALIFICATIONS
• Craft Strategic Funding Plan: Utilizing the information gathered during the onboarding
process, TPA will coordinate with the Agency to develop a proactive and comprehensive
strategic funding plan that serves the needs of the Agency’s priorities. The plan will do more
than simply identify Agency projects; it will outline and prioritize multiple funding options
for each project, and develop a specific plan of work tailored for each project. It will also identify
key “strings attached” to help assess the cost/benefit ratio for each grant opportunity. Funding
opportunities will have in mind the Agency’s priority projects, such as infrastructure
replacement, green infrastructure, park land acquisitions, recycled water programs, EV
charging infrastructure, sewer septic tank removals/conversions, and more.
• Identify, Research, and Monitor Grant Funding Opportunities: TPA will utilize list-serve
subscription programs, funding workshops, agency canvassing, and other networking tactics
to ensure every potential opportunity is identified and reviewed for relevance with the Agency’s
projects. TPA will then share these opportunities with the Agency for further assessment and
determination if a grant application is warranted. The Agency will also receive a grant matrix
of funding programs that is updated regularly as new opportunities arise, which will identify
funding opportunities from state and federal agencies such as the US Department of Interior-
Bureau of Reclamation, the California Natural Resources Agency, the California Water Quality
Control Board, and others.
• Grant Application Development and Submittal: TPA will develop, draft, submit, and follow
up on each Agency grant application through the following process:
o Establishment of Clear Accountabilities: TPA will coordinate with the Agency to
ensure the assignment of responsibilities and tasks are made clear so that confusion and
inefficiency are avoided and the Agency is burdened as little as possible while TPA
pursues a grant opportunity.
o Provide Overview of Full Application Requirements: For each grant application, TPA
will provide the Agency with a detailed overview of the requirements for the grant program
and corresponding application to ensure that the program is a strong fit for the Agency’s
project. This will include:
▪ Application timeline
▪ Eligible project types
▪ Funding availability and award maximum and minimums
▪ List of application components, including proposal questions and any required
attachments
o Assemble Project Background and Details: TPA will conduct a detailed informational
interview with Agency staff most involved with each project in order to gain a full
understanding of the project background and scope details necessary for developing the
grant proposal and addressing all application questions.
o Coordinate Technical Project Details: For technical application components such as
site plans, detailed cost estimates, project timelines, engineering plans, and cost-benefit
analyses, TPA will coordinate with Agency staff to compile all necessary attachments and
ensure consistency across all elements of the application.
o Draft Written Proposal: TPA will fully draft all narrative components of the application
and, when applicable, will indicate where additional input or project detail from the Agency
could be provided during the proposal review process.
Proposal for Grant Writing Services | Santa Ana Public Works Agency Page 6
1. STATEMENT OF QUALIFICATIONS
o Incorporate Feedback to Finalize Proposal: Well ahead the of the application deadline,
TPA will provide the Agency with a full draft for review and feedback. TPA will incorporate
any additional details or revisions provided during this process to finalize the grant
application and will obtain Agency approval for the final version of the application prior to
submission.
o Submit Completed Application: TPA will ensure that applications are submitted prior to
the deadline, whether the submission is electronic or through hard copies, in accordance
with submission instructions for each individual program. For hard copy submissions,
TPA will print and package applications according to submission instructions and will ship
applications through a reliable carrier service such as FedEx in order to provide the
Agency with tracking and delivery confirmation for the application. TPA will also obtain a
receipt for proof of submission and provide the Agency with a final copy of all submitted
application documents.
o Funding Advocacy: Throughout grant application process TPA will leverage
relationships with relevant officials and program officers in various state and federal
funding agencies to ensure that Agency grant applications are aligned with the goals of
the specific grant program and that the applications are well-crafted and well-positioned
for funding.
o State Budget Funding Opportunities: In an effort to maximize state funding, TPA will
work with the Agency to identify projects and other funding priorities that may be suitable
for funding through the State Budget. TPA will coordinate with the Agency to develop
supporting materials for the budget request. TPA will also work with members of the
Agency’s state legislative delegation, along with the Assembly and Senate Budget
Committees, to gain support for the inclusion of the Agency’s project in the final State
Budget approved by the Legislature.
o Federal Earmark Opportunities: In an effort to maximize federal funding, TPA will work
with the Agency to identify projects and other funding priorities that may be suitable for
funding through the Federal Earmark process. TPA will coordinate with the Agency to
develop supporting materials for the earmark request. TPA will also work with members
of the Agency’s federal legislative delegation to gain support for the inclusion of the
Agency’s project. TPA will strategize with the Agency to identify priority projects and
transform them into appropriations requests. TPA will then work closely and diligently with
Members of Congress and the U.S. Senate (and their staff), the appropriations
committees, the President’s administration, and other key stakeholders to ensure projects
are included in the final appropriations legislation.
• Post-Grant Submittal Advocacy: TPA will frequently contact legislators and agency officials
to follow up on the status of a grant application and promote its need and urgency. This will
include drafting letters of support after grant submissions and distributing them to legislators
for their consideration. In addition, TPA will work with legislators to reach out to individual
granting agencies to provide background on Agency’s projects and convey their support for
those projects.
• Post-Award Grant Administration and Compliance: TPA will also assist, as needed, with
post-award administration and compliance for all grant applications submitted by TPA on
behalf of the Agency. This assistance will include interacting with granting agencies on behalf
Proposal for Grant Writing Services | Santa Ana Public Works Agency Page 7
1. STATEMENT OF QUALIFICATIONS
of the Agency, providing support for the drafting and submission of required reports,
evaluations, and other tasks related to the successful monitoring of and compliance with the
program requirements.
• Comprehensive Follow-Up on Unsuccessful Applications: Despite all best efforts, some
grant applications are not selected for funding. In those instances where grant applications
are unsuccessful, TPA will work with the relevant state and federal funding agencies to set up
in-person or telephone debriefing sessions to discuss the grant applications and how to best
revise the grant applications for the next funding round to ensure success.
• Provide Monthly Progress Reports: TPA will confer regularly with the Agency on our
activities. TPA will provide timely electronic monthly reports on the status of all funding activity,
such current funding opportunities, current applications, submitted applications, and post-
grant submittal advocacy. In addition to written reports, TPA will be available to the Agency
for conference calls, in-person briefings, and meetings.
Proposal for Grant Writing Services | Santa Ana Public Works Agency Page 8
1. STATEMENT OF QUALIFICATIONS
GRANT FUNDING ACHIEVEMENTS
This table provides an overview of our grant funding achievements on behalf of our clients from
state, federal, and local government agencies as well as private and nonprofit grant programs.
These amounts represent grants secured through a competitive and/or legislative process and do
NOT include any funds awarded to clients via formulas or related forms of funding entitlements.
Policy Sector State Funding Federal Funding All Sources
Water and Sanitation $128.9 Million $8.7 Million $137.6 Million
Transportation $568.7 Million $131.3 Million $700 Million
Education $248.0 Million $46.8Million $294.8 Million
Parks and
Recreation $154.7 Million $30.1 Million $184.85 Million
Cultural Resources $120.0 Million $10.3 Million $130.3 Million
Housing and
Development $696.6 Million $14.2 Million $710.8 Million
Public Safety $106.5 Million $66.7 Million $173.2 Million
TOTAL $2.023 Billion $308.1 Million $2.331 Billion
A DETAILED 20-PAGE SCHEDULE OF OUR STATE, FEDERAL, AND LOCAL GRANT
FUNDING ACHIEVEMENTS CAN BE PROVIDED UPON REQUEST
Proposal for Grant Writing Services | Santa Ana Public Works Agency Page 9
1. STATEMENT OF QUALIFICATIONS
D. FIRM AND TEAM EXPERIENCE
With a team of 14 registered state and federal grant writers, TPA has the breadth and depth of
experience AND the ability to deploy as many grant writers as needed to maximize success for
the Agency while minimizing the burden on Agency staff. TPA will rely on Agency staff to provide
technical project information, appropriations process details, and project timeline information as
appropriate. TPA is prepared to draft all briefing materials, funding requests, and grant
applications.
The project manager, Vice President Cori Takkinen, will oversee the proposed team for the project
to ensure the proposed work for this project is within the time limits of the grant program,
considering the team’s current workload. TPA Grants Manager Alex Gibbs and Senior Associate
Christine Rose will assist in grant writing and drafting technical narrative, while providing support
to Cori and working directly with the Agency on grant applications and appropriations requests.
TPA Deputy Director Eric O’Donnell will work with the Grant Writing Team to provide feedback,
identify funding opportunities, and ensure that all funding avenues, including legislative and
regulatory, are explored.
The proposed team will also be supported by an additional nine (9) TPA grant writing specialists
and funding advocates. TPA President Christopher Townsend will personally engage in the
project to adjust internal workloads in order to ensure quality control of all deliverables. TPA does
NOT propose utilizing subconsultants or third-party vendors to complete the scope of work.
The proposed team for this engagement will be structured in the following way. Resumes for each
member of the proposed project team can be found on the following pages.
Cori Takkinen
Vice President
Funding Advocate/Project Manager
Christine Rose
Senior Associate
Grant Writer
Alex Gibbs
Grants Manager
Grant Writer/Funding Advocate
Eric O'Donnell
Deputy Director
Funding Advocate
Ben Goldeen
Federal Adocacy Manager
Funding Advocate
Christopher
Townsend
President
Strategic Advisor
Proposal for Grant Writing Services | Santa Ana Public Works Agency Page 10
1. STATEMENT OF QUALIFICATIONS
Christopher Townsend, President: Christopher founded TPA in 1998 and
has 40 years of experience in public affairs, legislative advocacy, and grant
writing. Christopher and TPA have represented over 315 clients, including
235 local public agencies, such as cities, counties, transportation agencies,
water and sanitation districts, elementary and secondary school districts,
community college districts, park and recreation districts, and other special
districts, as well as nonprofit organizations.
Christopher provides leadership to a team of 13 advocates and grant writers while managing the
development and implementation of strategies for the agendas of each client. His achievements
include:
• Under Christopher’s leadership, TPA has become one of the most successful advocacy
firms in California (representing more California public agencies in Washington, DC than
any other firm) while providing the personalized attention and focus of a small boutique
firm.
• Christopher and his team have secured over $2.2 billion in local, regional, state, and
federal government grants as well as nonprofit and private grants for a multitude of legacy
projects in the policy sectors of water and sanitation, transportation, housing and
economic development, parks and natural resources, historical and cultural resources,
public safety, and education.
• Christopher and his team have shepherded over 100 legislative proposals into law over a
wide range of policy areas, including local governance, water, sanitation, transportation,
housing and economic development, parks, natural resources, historical and cultural
facilities, public safety, higher education, and K-12 education. The bipartisan capabilities
of the firm are evidenced by legislative and funding successes over the tenure of several
federal and state administrations, including: Presidents Bill Clinton, George W. Bush,
Barack Obama, Donald Trump, and Governors Pete Wilson, Gray Davis, Arnold
Schwarzenegger, Jerry Brown, and Gavin Newsom.
• Maintains close bi-partisan relationships with several members of the California
Congressional delegation, including Senators Feinstein and Padilla, and Representatives
Torres, Lowenthal, Porter, Levin, Correa, Lee, Swalwell, Napolitano, Garamendi,
Carbajal, Desaulnier, Sanchez, Lieu, Harder, McNerney, Calvert, Garcia, Steel, and Kim.
• Christopher and TPA have secured over $119 million in funding for museums, science
centers, cultural facilities, and at-risk youth programs from various state, federal, and local
funding sources, including: Federal Department of Energy, National Aeronautics and
Space Administration, Federal Department of Transportation, Institute of Library and
Museum Services, California Cultural and Historical Endowment, California Department
of Parks and Recreation, County of Los Angeles, County of Orange, City of Los Angeles,
Orange County Water District, Municipal Water District of Orange County, and Children
and Family Commissions of Los Angeles and Orange County.
Prior to TPA, Christopher served as a Senior Director of Government and Community Affairs for
PepsiCo, Inc. and Vice President of Public Affairs for Stein-Brief Group, Inc., a major land
developer in Southern California.
Proposal for Grant Writing Services | Santa Ana Public Works Agency Page 11
1. STATEMENT OF QUALIFICATIONS
Cori Takkinen, Vice President: Cori brings 13 years of legislative advocacy
and public policy experience to TPA. Cori has extensive experience writing
grants for various local, regional, state, and federal opportunities. Cori has
expertise in the policy sectors of local governance, transportation, water
resources, infrastructure, sanitation, parks and recreation, and economic
development.
Townsend Public Affairs, Inc.
Vice President 2011-Present
Throughout her tenure at TPA, Cori has been responsible for securing millions in competitive grant
funds for local public agency clients. In addition to her expertise on municipal issues, Cori has strong
experience building coalitions, identifying synergies, and leveraging all available opportunities to
achieve success. Cori has a strong network of relationships with State and Federal Legislators, key
staff, and various funding agencies, including the California State Department of Parks and
Recreation, the Natural Resources Agency, and the California Coastal Conservancy. Some of Cori’s
accomplishments include the following:
• Cori worked with the City of Santa Ana to secure a direct funding allocation in the FY 2018-19
State Budget in the amount of $4 million to upgrade water infrastructure within the City. TPA
worked with the City’s legislative delegation, staff from the Assembly and Senate Budget
Committees, and the Department of Finance to ensure funding was included in the State Budget
for this critical project to allow the City’s water customers to have real -time access to their water
usage, which will help facilitate water conservation and reduce customers’ utility bills.
• Leveraging relationships with the California Federal delegation, Cori currently has over $25 million
in Community Project Funding (or earmarks) included in the nine appropriations bills that have
passed the House.
• In the FY 2021-22 State Budget, Cori worked with several municipal and nonprofit clients to secure
$54 million in budget earmarks for priority projects, including funding for infrastructure
improvements, parks and trails improvements. mental health, and public safety,
• Cori worked with the Orange County Water District and the Orange County Sanitation District to
sponsor AB 2022 (Gordon). The bill allowed for limited bottling of the highly treated and recycled
GWRS water for educational purposes. The bill was the first legislation in the nation that allowed
for the direct bottling of advanced treated recycled water. TPA secured bi-partisan support for the
legislation and it was signed into law.
• Worked closely with the State Legislature and Administration on the development and
implementation of Proposition 68, the California Drought, Water, Parks, Climate, Coastal
Protection, and Outdoor Access For All Act of 2018. Cori worked in support of a variety of
clients to create specific funding opportunities to achieve desired results. In addition to securing
funding opportunities for municipalities, Cori’s efforts with Proposition 68 resulted in $4.8 million
to fund a conservation program at West Coyote Hills in Fullerton as well as $3.46 million to fund
science education at the Discovery Cube Orange County.
Prior to joining TPA, Cori worked as a Policy Advisor for then-Orange County Supervisor John
Moorlach. Cori holds a Bachelor of Arts in Economics and Government with Leadership Sequence
from Claremont McKenna College and a Masters in Public Administration from Chapman University.
Proposal for Grant Writing Services | Santa Ana Public Works Agency Page 12
1. STATEMENT OF QUALIFICATIONS
Alex Gibbs, Grant Manager: Alex brings ten years of public policy and
legislative advocacy experience to TPA. Alex has four years of experience
working for the State Legislature analyzing researching, writing, and
shepherding bills through the legislative process. Alex has also secured
significant grant funding for clients throughout California. Alex has expertise
in the policy sectors of parks and recreation, local governance, public safety,
transportation, cap and trade, and labor relations.
Townsend Public Affairs, Inc.
Grants Manager 2014-Present
During his tenure at TPA, Alex has been responsible for securing millions in competitive grant funds
at the private, state, and federal levels for local public agency clients. In addition to his expertise on
parks and recreation, transportation, and public safety, Alex has a strong network of relationships with
State Legislators and key staff, as well as various state departments and agencies. Some of his
accomplishments include:
• Alex worked closely with the City of Oakland staff to secure $10,801,183 in grant funding from
the Clean CA Local Grant Program. Alex leveraged relationships with the California
Department of Transportation and the City’s legislative delegation to successfully advocate for
two funded projects. This funding helped the City of Oakland conduct the Courtland Creek
Restoration Project, as well as the Oakland Mini Parks Beautification Project, both of which
provided significant remediation and beautification of public resources for local residents.
• Alex led a team of Kern County staff through the application process to secure $6,515,000 in
grant funding from the Prop 68 Statewide Parks Program (Round 4). This funded the South
Kern Lamont Park Project which provided much needed renovations to an existing park in the
community of Lamont, despite grant program guidelines which provided preferences for the
construction of new parks.
• Alex collaborated with state Natural Resources Agency staff to secure a $3,086,000 Urban
Greening Grant for the Desert Recreation District. This funded the construction of a new park
and sports complex in unincorporated Riverside County. Alex then continued to work with the
District on grant administration, ensuring the client was able to see the completion of their
legacy project, that had been years in the making.
• Alex collaborated with state and federal Land and Water Conservation Fund staff to secure a
$750,000 grant for the City of Imperial. This funded the construction of a 300 plus acre regional
park and equestrian center. Alex then continued to work with the City on grant administration,
ensuring the client was given the appropriate time to meet deadlines and retain their funding.
California State Senate
Legislative Aide 2012-2014
Alex worked as a member of the Eighth Senate District’s legislative team representing San Francisco
and San Mateo Counties. Alex’s primary responsibilities included monitoring, reviewing, and making
recommendations on legislation passing through the Senator’s committee’s as well as bills of interest
to the District. Alex annually carried a bill package through the legislative process and assisted with
problem bills that required more support. Alex consistently had one of the highest numbers of bills
signed into law of any senate staffer.
University of San Francisco, CA
Bachelor of Arts, Politics 2011
Proposal for Grant Writing Services | Santa Ana Public Works Agency Page 13
1. STATEMENT OF QUALIFICATIONS
Eric O’Donnell, Deputy Director: Eric brings seven years of experience
in local governance and grant writing to TPA. Eric has been responsible for
major grant awards on behalf of public agency clients. Eric has a strong
network with both staff and members of the state and federal legislatures
as well as relationships with local Southern California municipalities. Eric
has expertise in the policy sectors of wastewater, water resources, natural
resources, local governance, parks and recreation, and transportation.
Townsend Public Affairs, Inc.
Deputy Director 2015-Present
Since joining TPA, Eric has worked with numerous public agencies to secure grant funding for
water and sanitation policy and infrastructure, natural resources, and parks and recreation. Some
of his accomplishments include:
• Eric worked with the Orange County Sanitation District to secure a $1 million grant award
from the Department of Water Resources’ Integrated Regional Water Management Grant
Program to replace a critical sewer line. Eric worked closely with staff at the Orange
County Sanitation District, the Department of Water Resources, and the Santa Ana
Watershed Project Authority throughout the development and implementation of the grant
program.
• Eric helped the East Orange County Water District secure a $500,000 grant from the
Drought Response Program, administered by the U.S. Bureau of Reclamation. The
funding allowed East Orange County Water District to construct a new drinking water well
in order to provide safe, clean, and affordable drinking water to the District's retail
customers. Due to the prevalence of PFAS/PFOA in existing groundwater resources, the
District needed new sources of reliable and affordable drinking water.
• Eric was critical in facilitating a resolution to a Redevelopment Dissolution related issue
for the City of Stanton that resulted in the City receiving over $2.1 million in loan
repayment. Eric worked closely with the City, the City's legislative delegation, and
executive staff from the Department of Finance to identify a solution. The favorable
resolution resulted in the Department of Finance approving a previously denied line item
on the City’s Recognized Obligation Payments Schedule (ROPS), thus awarding the City
a loan repayment.
• Possesses Drinking Water Distribution Operator (D1) and Drinking Water Treatment
Operator (T1) certifications from the State Water Resources Control Board.
City of Brea
Community Services Senior Leader 2009-2015
Chapman University, Orange, CA
Masters of Public Administration 2020
California State University, Fullerton
Bachelor of Arts, Business Administration, General Management 2014
Proposal for Grant Writing Services | Santa Ana Public Works Agency Page 14
1. STATEMENT OF QUALIFICATIONS
Ben Goldeen, Federal Advocacy Manager: Ben brings 12 years of
federal legislative, funding, and public policy experience. Ben has
experience managing legislative activity, including bill analysis, research,
and drafting particularly for federal funding opportunities. Ben has
expertise in several policy sectors including water resources, healthcare,
housing, environmental hazards, agriculture, foreign affairs, and resources
for veterans.
Townsend Public Affairs, Inc.
Federal Advocacy Manager 2021-Present
Since joining TPA, Ben keeps clients informed of significant actions and pertinent developments
in the federal government and strategizes on ways in which to influence and enact changes in
Washington, DC that have concrete results for clients. Some of Ben’s accomplishments include:
• Ben worked with Oakland City staff to develop, prepare, and execute a strategic plan to
support the City’s FY21 RAISE grant application. This highly competitive federal grant
opportunity administered by the U.S. Department of Transportation formed a key component
of the City’s TOWN For All initiative to reconnect the City’s waterfront neighborhoods. The
strategy entailed gathering support from key stakeholders in a way especially tailored to the
current Administration’s priorities, maximizing the application’s chances of success. In
addition to tailoring a message, TPA planned advocacy that leveraged the City’s strengths
during the grant review process. The culmination of this process was the award of more than
$14.5 million in federal RASIE funds for the City’s TOWN For All project. In the FY21 RAISE
cycle Oakland was one of only four jurisdictions in the State of California to receive a RAISE
grant.
• Ben’s nearly seven years working for members of California’s Congressional Delegation has
led to an extensive network of relationships both on Capitol Hill and within federal agencies.
His understanding of the regional and political dynamics of the California Congressional
delegation and their interactions with other members of the House and Senate are important
to successfully advocating for California-based clients.
• Ben has first-hand knowledge of the current federal appropriations process, including
community project funding requests. This process differs from the pre-2011 earmark process
and an understanding of the need to balance transparency and politics to submit a competitive
request is key. Ben has utilized his experience to successfully assist clients secure millions of
dollars’ worth of earmarks.
• Ben has identified new and previously-underutilized federal grants for the benefit of TPA
clients. He has leveraged his relationships with key grant officials at various federal agencies
to ascertain their specific priorities and buzz words required for successful grant applications.
Ben then leverages that information to help TPA federal clients develop and submit more
competitive federal grant applications and then provide more effective tailored advocacy to
secure funding awards.
Prior to joining TPA, Ben was a Legislative Director for Congressional Representative Jim Costa
and a Legislative Assistant for Representative Dennis Cardoza. He holds a Bachelor in Arts in
Political Science and Latin American Studies from Boston College and a Certificate in Community
Development and Growth from the University of Pennsylvania.
Proposal for Grant Writing Services | Santa Ana Public Works Agency Page 15
1. STATEMENT OF QUALIFICATIONS
Christine Rose, Senior Associate: Christine brings a variety of experience
and knowledge to TPA, including five years of experience in public policy and
four years of experience in higher education. Christine has grant writing
experience in areas such as education, cultural resources, public health, and
transportation.
Townsend Public Affairs, Inc.
Senior Associate 2022 – Present
Since joining TPA, Christine has worked with clients to identify their funding needs and develop
competitive proposals. She has identified new and strategic funding resources, bringing her clients’
proposals from idea to reality. Her work includes:
• Christine works to create accessible grant writing and development tools for clients such as
grant tracking matrices and application breakdowns. These tools allow clients to access key
strategic funding opportunities, develop comprehensive and competitive proposals, and
ultimately secure grant funding.
• Christine works closely with clients to understand and meet their funding goals. Her
collaboration with clients allows her to craft persuasive narratives and strong grant proposals.
She is always researching and identifying new funding opportunities that fit the goals and
objectives of her clients.
California State Assembly
Legislative Director 2018 – 2022
Christine worked as the lead member of the Twenty-third Assembly District’s legislative team
representing portions of Fresno and Tulare Counties. Her primary responsibilities included crafting the
Assembly member’s legislative package and shepherding all bills through the legislative process, as
well as identifying budget priorities and staffing those requests. Christine was responsible for
monitoring all legislation passing through the Member’s committees and the Assembly Floor, analyzing
each bill and making an appropriate recommendation. She had numerous bills signed into law and
multiple budget requests included in the state budget.
California State Assembly
Legislative Aide 2017 – 2018
Christine worked as a member of the Seventy-seventh Assembly District’s legislative team
representing San Diego County. Christine’s primary responsibilities included carrying multiple bills
through the legislative process as well as monitoring, reviewing, and making recommendations on
legislation passing through the Assembly member’s committees. She worked collaboratively with
constituents and stakeholders to help craft the Assembly member’s legislative package, carrying
multiple bills to the Governor’s desk.
Cal Poly, San Luis Obispo
Master of Arts, History 2013
California State University, Sacramento
Bachelor of Arts, History and Government 2011
Proposal for Grant Writing Services | Santa Ana Public Works Agency Page 16
1. STATEMENT OF QUALIFICATIONS
E. RELEVANT PROJECT EXPERIENCE
CURRENT CLIENTS
The table below outlines a list of TPA clients that have engaged in grant writing and funding
advocacy within the past five years. The table organizes clients by: name, type of service (either
grant writing, or grant writing and legislative advocacy (both)), level of service (either state (S),
federal (F), or state and federal (S/F)), contact name, contact address, and contact telephone
number.
Client
Type of
Service
Level of
Service
Contact
Name Contact Address
Contact
Telephone
Cities and Counties
City of Agoura Hills
Grant
Writing S/F
Nathan
Hamburger
30001 Ladyface Ct Agoura
Hills CA, 91310 (818) 597-7300
City of Anaheim Both S Greg Garcia
200 South Anaheim
Boulevard
Anaheim, CA 92805 (714) 765-4311
City of Avalon Both S/F
Devin
Thompson
410 Avalon Canyon Rd. P.O.
Box 707 Avalon, CA 9072 (310) 510-0220
City of Beaumont Both S/F Christina Taylor
550 East 6th Street
Beaumont, CA 92223 (951) 572-3212
City of Brea Both S/F
Mario
Maldonado
1 Civic Center Circle
Brea, CA 92821 (714) 990-7757
City of Buena Park Both S/F Aaron France
6650 Beach Boulevard Buena
Park, CA 90621 (714) 562-3550
City of Concord Both S Karan Reid
1950 Parkside Dr. Concord,
CA 94519 (925) 671-2489
City of Costa Mesa
Grant
Writing S/F Alma Reyes
77 Fair Drive
Costa Mesa, CA 92626 (714) 754-5090
City of Del Mar Both S/F Clem Brown
1050 Camino del Mar Del
Mar, CA 92014 (858) 375-9524
City of Dinuba Both S/F Karina Solis
405 East El Monte Way
Dinuba, CA 93618 (559) 591-5904
City of Duarte
Grant
Writing S/F Daniel Jordan
1600 Huntington Drive
Duarte, CA 91010 (626) 357-7931
City of El Monte Both S Alma Martinez
11333 Valley Boulevard
El Monte, CA 91731 (626) 580-2001
City of Emeryville Both S/F
Rochelle
Conner
1333 Park Avenue
Emeryville, CA 94608 (510) 596-4300
City of Farmersville Both S/F Jennifer Gomez
909 W. Visalia Rd
Farmersville, CA 93223 (559) 747-0458
City of Fullerton Both S/F Anissa Livas
303 W. Commonwealth
Avenue Fullerton, CA 92832 (714) 738-6300
City of Gardena Both S/F Clint Osario
1700 W 162nd St, Gardena,
CA 90247 (310) 217-9503
Proposal for Grant Writing Services | Santa Ana Public Works Agency Page 17
1. STATEMENT OF QUALIFICATIONS
City of Guadalupe
Grant
Writing S/F Ariston Julian
918 Obispo Street
Guadalupe, CA 93434 (805) 343-2114
City of Half Moon Bay Both S/F Jessica Blair
501 Main Street Half Moon
Bay, CA 94019 (650) 726-8779
City of Hayward Both S Kelly McAdoo
777 B Street
Hayward, CA 94541 (510) 583-4000
City of Hesperia Both S Melinda Sayre
9700 Seventh Avenue
Hesperia, CA 92345 (760) 947-1000
City of Huntington Beach Both S/F Travis Hopkins
2000 Main Street
Huntington Beach, CA 92648 (714) 536-5575
City of Huron Both S/F
George
Turegano
36311 South Lassen Avenue
Huron, CA 93234 (559) 945-2241
City of Laguna Beach Both S/F Ken Domer
505 Forest Avenue
Laguna Beach, CA 92651 (949) 497-0797
City of La Habra Both S/F Jim Sadro
110 E. La Habra Blvd. La
Habra, CA 90633 (562) 383-4200
City of Madera
Grant
Writing S
Gabriella
Salazar
205 W 4th St, Madera, CA
93637 (559) 661-5492
City of Menifee
Grant
Writing S/F
Christina
Hernandez
29844 Haun Rd, Menifee, CA
92586 (951) 723-3751
City of Mendota
Grant
Writing S Nancy Banda
643 Quince St, Mendota, CA
93640 (559) 655-4298
City of Merced Both S/F
Stephanie
Dietz
678 West 18th Street
Merced, CA 95240 (209) 388-7000
City of Mission Viejo Both S/F Dennis Wilberg
200 Civic Center
Mission Viejo, CA 92691 (949) 470-8409
City of Montebello
Grant
Writing S/F
David
Sosnowski
1600 W Beverly Blvd,
Montebello, CA 90640 (323) 887-1200
City of Moreno Valley
Grant
Writing S/F Brian Mohan
14177 Frederick Street
Moreno Valley, CA 92552-
0805 (951) 413-3024
City of Murrieta Both S/F Clara Vera
1 Town Square Murrieta, CA
92652 (951) 304-2489
City of Oakland Both S/F
Shereda
Nosakhare
250 Frank H Ogawa Plaza
Oakland, CA 94612 (510) 238-7648
City of Oceanside
Grant
Writing S
Terry Gorman
Brown
300 N Coast Hwy, Oceanside,
CA 92054 (760) 435-3076
City of Palmdale
Grant
Writing S/F Terrie Zayas
38300 Sierra Highway
Palmdale, CA 93550-4798 (661) 267-5450
City of Parlier Both S/F
Bertha
Augustine
1100 East Parlier Avenue
Parlier, CA 93648 (559) 646-3545
City of Pismo Beach Both S
Biancha
Buchanan
760 Mattie Road Pismo
Beach, CA 93449 (805) 773-7007
City of Placentia Both S/F Damien Arrula
401 East Chapman Avenue
Placentia, CA 92870 (714) 993-8117
Proposal for Grant Writing Services | Santa Ana Public Works Agency Page 18
1. STATEMENT OF QUALIFICATIONS
City of Pleasanton Both S/F Becky Hopkins
123 Main Street Pleasanton,
CA 94566 (925) 931-5000
City of Reedley
Grant
Writing S/F Nicole Zieba
1733 9th Street
Reedley, CA 93654 (559) 637-4200
City of San Pablo Both S/F Matt Rodriguez
13831 San Pablo Avenue
San Pablo, CA 94806 (510) 215-3000
City of Santa Ana Both S Rosa Flores
20 Civic Center Plaza, Santa
Ana, CA 92702 (714) 647-5690
City of Selma
Grant
Writing S/F Jason Siegen
1710 Tucker Street
Selma, CA 93662 (559) 891-2200
City of South San Francisco
Grant
Writing S/F Heather Enders
400 Grand Avenue
South San Francisco, CA
94080 (650) 877-8500
City of Stanton Both S/F
Jarad
Hildenbrand
7800 Katella Ave, Stanton, CA
90680 (714) 379-9222
City of Temecula Both S/F Randi Johl
41000 Main Street,
Temecula, CA 92590 (951) 694-6444
City of Tulare Both S/F Roxanne Yoder
411 East Kern Avenue
Tulare, CA 93274 559-684-4200
City of Turlock Both S/F Jennifer Land
156 South Broadway, Suite
270
Turlock, CA 95380 (209) 668-5590
City of Tustin Both S/F Ken Piguee
300 Centennial Way, Tustin,
CA 92780 (714) 573-3000
City of Vallejo
Grant
Writing S/F
Natalie
Peterson
555 Santa Clara St #3, Vallejo,
CA 94590 707-648-8616
City of Walnut Creek Both S
Kesava
Washington
1666 North Main Street
Walnut Creek, CA 94596 (925) 256-3580
County of Kern
Grant
Writing S/F Jim Zervis
1115 Truxtun Avenue, 5th
Floor Bakersfield, CA 93301 (661) 868-3140
County of Stanislaus
Grant
Writing S/F Jody Hayes
1010 10th Street, Modesto (209) 525-
4494
County of Mariposa Both S/F Dallin Kimble
5100 Bullion Street
Mariposa, CA 95338 (209) 966-3222
Town of Colma Both S/F Brian Dossey
1520 Hillside Boulevard,
Colma, CA 650-997-8300
Special Districts
Bear River Recreation and
Park District
Grant
Writing S/F Cindy Latimer
22431 Kingston Ln, Grass
Valley, CA 95949 530-268-7275
California Water Service Both S
Justin Skarb 1720 North First Street, San
Jose CA 95112 310- 961-1914
Cosumnes Community
Services District Both S/F
Pam Dawson 8820 Elk Grove Blvd, Elk
Grove, CA 95624 916-405-7150
Desert Recreation District
Grant
Writing S/F Tony Strange
45-305 Oasis Street
Indio, CA 92201 (760) 347-3484
Proposal for Grant Writing Services | Santa Ana Public Works Agency Page 19
1. STATEMENT OF QUALIFICATIONS
East Contra Costa Fire
Protection District Both S Brian Helmick
150 City Park Way #1335,
Brentwood, CA 94513 925-634-3400
East Orange County Water
District Both S/F
Sylvia Prado 185 N McPherson Rd,
Orange, CA 92869 714-538-5815
Golden State Natural
Resources Both S/F
Greg Norton 1215 K Street, Suite 1650,
Sacramento CA 95811 855-740-8422
Hesperia Park and
Recreation District
Grant
Writing S/F
Marshawn
Etchepare
16292 Lime St, Hesperia, CA
92345 760-244-5488
Sacramento Regional Transit
District
Grant
Writing S/F Erik Rietz
1400 29th St. Sacramento CA
95420 916-321-2800
Cosumnes Community
Services District Both S/F
Pam Dawson 8820 Elk Grove Blvd, Elk
Grove, CA 95624 916-405-7150
Public Education
Coast Community College
District Both S/F Letitia Clark
1370 Adams Avenue
Costa Mesa, CA 92626 (714) 438-4605
Guadalupe Union School
District
Grant
Writing S/F Ed Cora
4465 9th Street
Guadalupe, CA 93434 (805) 343-2114
Merced Union High School
District Both S/F Alan Peterson
3430 A Street
Atwater, CA 95301 (209) 325-2000
Long Beach Community
College District Both S/F Nevon Watson
4901 E. Carson St., Long
Beach 90808. 562-938-4749
Non-Profit Organizations
Chabot Space and Science
Center
Grant
Writing S/F
Shawn
Connolly
10000 Skyline Blvd, Oakland,
CA 94619 510-336-7347
Discovery Science
Foundation Both S/F
Joe Adams 2500 N Main Street, Santa
Ana, CA 92705 714-913-5022
Hebrew Academy of Orange
County
Grant
Writing F
Amina
Newman
14401 Willow Ln, Huntington
Beach, CA 92647 (714)898-0051
Land Conservancy of San
Luis Obispo County Both S
Joey Chavez 1137 Pacific St suite a, San
Luis Obispo, CA 93401 805-544-9096
Proposal for Grant Writing Services | Santa Ana Public Works Agency Page 20
1. STATEMENT OF QUALIFICATIONS
F. SCHEDULE
TPA’s general process for completing a grant application will remain the same regardless of the size
and nature of the application. TPA will begin with a meeting with key Agency staff to review the grant
application requirements, project overview and background. TPA will then establish clear
accountabilities for Agency staff and TPA grant writers, including coordinating and conducting
stakeholder meetings, drafting grant narratives, soliciting feedback from staff, incorporating feedback
into a final application, drafting and securing letters of support and submitting a final grant application.
After submittal is completed, TPA will advocate on behalf of the Agency, including contacting elected
officials and drafting talking points for further advocacy. If successful, TPA will administer any post-
award compliance requirements. If unsuccessful, TPA will coordinate debrief meetings with funding
agencies to learn why the application was not funded and how to strengthen future application
submissions.
Below is a chart overviewing the timeline for which TPA will use to implement its strategic grant
identification and writing services on behalf of the District, including details on the involvement of
Agency staff:
Services Timeline Agency Staff Involvement
Conduct Detailed Orientation September 2022 Staff participation in orientation
Craft Strategic Funding Plan September-October 2022 Staff review of TPA proposed
funding plan
Implement Funding Strategy October 2022 – Contract
End No Involvement
Track Funding Opportunities October 2022 – Contract
End No Involvement
Establishment of Clear
Accountabilities
October 2022 – Contract
End
Coordination between TPA and
Staff
Grant Application
Development and Submittal
October 2022 – Contract
End
Staff to provide technical budget
and project timeline information to
TPA
Post-Grant Submittal
Advocacy
October 2022 – Contract
End No Involvement
Post-Grant Administration and
Compliance
October 2022 – Contract
End
Coordination between TPA and
Staff
Comprehensive Follow-Up on
All Unsuccessful Applications
October 2022 – Contract
End
Optional participation by staff on
any follow up conversations or
meetings on unsuccessful
applications
Update Strategic Funding
Plan November-January 2024 Staff review of plan updates
State Budget Earmark
Projects November-January 2024 Staff participation in selection of
projects
Federal Community Project
Funding (Earmarks) November-January 2024 Staff participation in selection of
projects
Proposal for Grant Writing Services | Santa Ana Public Works Agency Page 21
1. STATEMENT OF QUALIFICATIONS
G. REFERENCES
1. CALIFORNIA WATER SERVICE (CALWATER)
Contact Name: Justin Skarb
Title: Director of Community Affairs and Government Relations
Address: 2632 W 237th St, Torrance, CA 90505
Phone Number: (310) 961-1914
Email: jskarb@calwater.com
Scope: TPA provides advocacy and funding services to the Service District.
2. YORBA LINDA WATER DISTRICT
Contact Name: Doug Davert
Title: Assistant General Manager
Address: 1717 Miraloma Ave Placentia, CA 92870
Phone Number: (714) 701-3029
Email: ddavert@ylwd.com
Scope: TPA provides legislative and funding advocacy services to the District.
3. BEAUMONT CHERRY VALLEY WATER DISTRICT
Contact Name: Daniel Jaggers
Title: General Manager
Address: 560 Magnolia Avenue, Beaumont, California 92223
Phone Number: (951) 845-9581
Email: dan.jaggers@bcvwd.org
Scope: TPA provides grant writing services to the District.
4. CITY OF PALMDALE
Contact Name: Terrie Zayas
Title: Management Analyst
Address: 38300 Sierra Highway, Palmdale, CA 93550
Phone Number: (661) 267-5450
Email: tzayas@cityofpalmdale.org
Scope: TPA provides grant writing services to the City.
5. CITY OF BUENA PARK
Contact Name: Aaron France
Title: City Manager
Address: 6650 Beach Boulevard, Second Floor Buena Park, CA 90621
Phone Number: (714) 562-3550
Email: afrance@buenapark.com
Scope: TPA provides legislative and grant writing services to the City.
Proposal for Grant Writing Services | Santa Ana Public Works Agency Page 22
2. SCOPE OF SERVICES & SCHEDULE
TPA advocates will utilize a strategic and comprehensive approach to initiate, develop, and carry
out effective strategies to influence funding activities and opportunities to lobby on behalf of
clients’ priority projects. This approach includes, but is not limited to:
• Conducting a detailed orientation
• Crafting a Strategic Funding Plan
• Identifying, Researching, and Monitoring Grant Funding Opportunities
• Developing and Submitting Grant Applications by utilizing the following process:
o Establishment of Clear Accountabilities:
o Providing Overview of Full Application Requirements
o Assembling Project Background and Details
o Drafting Written Proposal
o Incorporating Feedback to Finalize Proposal
o Submitting Completed Application
• Performing Funding Advocacy across various channels
o State legislative and budget processes
o State bond measures
o Federal infrastructure funding and community project requests
• Providing monthly progress reports
• Being available for client conference calls, in-person briefings, and meetings
To effectively lobby on behalf of the Agency’s funding priorities, TPA will leverage the following
relationships:
STATE GOVERNMENT
• Agency Legislative Delegation:
o Senator Tom Umberg
o Assembly Member Tom Daly
• Governor’s Administration and Agency
Leadership:
o Governor Gavin Newsom
o Lieutenant Governor Eleni Kounalakis
o State Treasurer Fiona Ma
o State Controller Betty Yee
o Attorney General Rob Bonta
o Superintendent of Public Instruction
Tony Thurmond
o Secretary Wade Crowfoot, Natural
Resources Agency
o Secretary Toks Omishakin, California
State Transportation Agency
o Secretary Jared Blumenfeld, California
Environmental Protection Agency
o Secretary Lourdes Castro Ramirez,
Business, Consumer Services, and
Housing Agency
o Director Karla Nemeth, California
Department of Water Resources
o Director Eileen Sobeck, State Water
Resources Control Board
▪ Sean Maguire, Board Member
o Director Armando Quintero, Department
of Parks and Recreation
o Director Karla Nemeth, Department of
Water Resources
o Director Gustavo Velasquez, Department
of Housing and Community Development
o Air Quality Management District
o Mobile Source Air Pollution Reduction
Review Committee
Proposal for Grant Writing Services | Santa Ana Public Works Agency Page 23
2. SCOPE OF SERVICES AND SCHEDULE
o California Coastal Conservancy
o Joel Gerwin, South Coast Program
Deputy Manager
o Santa Ana River Conservancy
o Greg Gauthier, Program Specialist,
▪ State Legislative Leadership:
o Senate President Pro Tempore Toni
Atkins
o Senate Republican Leader Scott Wilk
o Assembly Speaker Anthony Rendon
o Assembly Republican Leader James
Gallagher
FEDERAL GOVERNMENT
• Agency Legislative Delegation:
o Senator Dianne Feinstein
o Senator Alex Padilla
o Representatives Luis Correa and Michelle
Steel
• President’s Administration and Federal
Agencies:
o White House Office of Intergovernmental
Affairs
o Department of Agriculture
o Department of Commerce
o Department of Education
o Department of Homeland Security
o Department of Housing and Urban
Development
o Department of the Interior – Bureau of
Reclamation
o Department of Justice
o Department of Labor
o Department of Transportation
o Army Corps of Engineers
o Bureau of Reclamation
o Economic Development Administration
o Environmental Protection Agency
o Fish and Wildlife Service
o National Marine Fisheries Service
o National Park Service
o US Department of Commerce-Economic
Development Administration (Public
Works and EAA programs)
o US Department of Housing and Urban
Development (CDBG)
• Key Legislative Committees:
o House Appropriations Committee
o Energy and Commerce Committee
o Transportation and Infrastructure
Committee
o House Ways and Means Committee
A DETAILED LIST OF OUR STATE, FEDERAL, AND LOCAL
RELATIONSHIPS CAN BE PROVIDED UPON REQUEST
Proposal for Grant Writing Services | Santa Ana Public Works Agency Page 24
2. SCOPE OF SERVICES AND SCHEDULE
UPCOMING GRANT FUNDING OPPORTUNITIES CHART
In addition, TPA has preliminary identified the following funding programs that meet the scope of
work. Those programs include, but are not limited to:
Administrator &
Grant Name Application Info Eligible Projects Application
Deadline
Department of
Housing and Urban
Development
Choice
Neighborhood
Planning Grant
Max Award
$500,000
5+% Match
Required
The grant program assists communities with severely
distressed public housing or HUD-assisted housing in
developing a successful neighborhood transformation
plan. Neighborhood transformation plans are a
blueprint for the redevelopment of distressed public
housing/HUD-assisted housing into mixed-income
communities, supportive services for families that live
there, and physical improvements to the surrounding
neighborhood.
July 28, 2022
US Bureau of
Reclamation
WaterSMART
Water Energy and
Efficiency Grant
Program
Max Award
$1,500,000
50% Match
Required
The program provides funding to conserve and use
water more efficiently, increase the use of renewable
energy and improve energy efficiency, benefit
endangered and threatened species, facilitate water
markets, or carry out other activities to address climate-
related impacts on water or prevent any water-related
crisis or conflict.
July 28, 2022
California Natural
Resources Agency
Youth Community
Access Grant
Program
$25k Min. Award
$300k Max Award
No Match Required
The Youth Community Access Grant Program
supports youth access to natural or cultural resources
with a focus on low-income and disadvantaged
communities including, but not limited to, community
education and recreational amenities to support youth
substance use prevention and early intervention.
July 29, 2022
Proposal for Grant Writing Services | Santa Ana Public Works Agency Page 25
2. SCOPE OF SERVICES AND SCHEDULE
Administrator &
Grant Name Application Info Eligible Projects Application
Deadline
CalRecycle
Tire-Derived
Aggregate (TDA)
Grant Program
Max Award:
$375,000
25% required
match
The program provides opportunities to divert waste
tires from landfills, prevent illegal tire dumping, and
promote markets for recycled-content tire products.
The Program provides assistance to civil engineers in
solving a variety of engineering challenges using Tire-
Derived Aggregate (TDA), which is produced from
shredded tires, is lightweight, free-draining, and a less
expensive alternative to conventional aggregates.
August 17, 2022
US Environmental
Protection Agency
Water
Infrastructure
Finance and
Innovation Act
(WIFIA) Loan
Program
Max Award
$20,000,000 for
large communities
(pop. >20,000)
The program provides funding for projects that are
eligible for the State Revolving Fund, including
decentralized wastewater treatment systems, water
reuse projects, stormwater projects, construction of
publicly owned treatment works, and watershed pilot
projects.
Letter of Interest
Due September
6, 2022
Department of
Transportation
Reconnecting
Communities Pilot
Program
$5 million Min.
Award
$10 million Max
award
20% match
required (Planning)
50% match
required (capital)
The program’s funds can support planning, capital
construction, and technical assistance to equitably and
safely restore community connectivity through the
removal, retrofit, mitigation, or replacement of eligible
transportation infrastructure facilities that create
barriers to mobility, access, or economic development
October 13,
2022
Proposal for Grant Writing Services | Santa Ana Public Works Agency Page 26
2. SCOPE OF SERVICES AND SCHEDULE
Administrator &
Grant Name Application Info Eligible Projects Application
Deadline
Department of
Energy
Upgrading Our
Electric Grid and
Ensuring
Reliability and
Resiliency
Total funding
available: $1 billion
This new grant program will provide funding to provide
federal financial assistance to demonstrate innovative
approaches to transmission, storage, and distribution
infrastructure to harden and enhance resilience and
reliability; and to demonstrate new approaches to
enhance regional grid resilience.
NOFO expected
Fall 2022
California
Infrastructure Bank
(IBank)
State Revolving
Loan Fund
No Max Award
No Match Required
The program provides funding for a wide variety of
infrastructure and economic development projects,
including solid waste collection and disposal and water
treatment and distribution.
Ongoing
Looking Ahead: Upcoming Grant Opportunities
Administrator &
Grant Name Application Info Eligible Projects Application
Deadline
California Natural
Resources Agency
Urban Greening
Grant Program
(UGG)
No Maximum or
Minimum grant
Amounts
Available funding
approx. $50 million
The Urban Greening Program will fund projects that
reduce greenhouse gases by sequestering carbon,
decreasing energy consumption and reducing vehicle
miles traveled, while also transforming the built
environment into places that are more sustainable,
enjoyable, and effective in creating healthy and vibrant
communities.
Expected
Spring/Summer
2023
Proposal for Grant Writing Services | Santa Ana Public Works Agency Page 27
2. SCOPE OF SERVICES AND SCHEDULE
Administrator &
Grant Name Application Info Eligible Projects Application
Deadline
South Coast Air
Quality
Management
District (AQMD)
Carl Moyer
Program
To Be Determined The purpose of the CMP is to obtain emission
reductions of Nitrogen Oxides (NOx), Particulate
Matter (PM10) and Reactive Organic Gases (ROG)
from heavy-duty vehicles and other equipment
operating in California as early and as cost-effectively
as possible. The CMP provides financial incentives to
assist in the purchase of cleaner-than-required engine
and equipment technologies to achieve emission
reductions that are real, surplus, quantifiable and
enforceable.
Expected
Spring/Summer
2023
US Bureau of
Reclamation
WaterSMART Title
XVI Water
Reclamation and
Reuse Program
To Be Determined The program provides funding to identify and
investigate opportunities to reclaim and reuse
wastewater and naturally impaired ground and surface
water.
Projects are first authorized by Congress and then
receive funding for planning, design and/or
construction activities on a project-specific basis.
Expected
Spring/Summer
2023
Economic
Development
Agency
Build to Scale
Program
To Be Determined The Build to Scale Program builds regional economies
through scalable startups through the Venture
Challenge and Capital Challenge. The program’s
national competitions will deploy funding to further
technology-based economic development initiatives
that accelerate high-quality job growth, create more
economic opportunities, and support the next
generation of industry leading companies.
Expected
Spring/Summer
2023 (pending
funding
availability)
Proposal for Grant Writing Services | Santa Ana Public Works Agency Page 28
2. SCOPE OF SERVICES AND SCHEDULE
Administrator &
Grant Name Application Info Eligible Projects Application
Deadline
California Office of
Emergency
Services/FEMA
Pre-Disaster
Mitigation (PDM)
Grant
Program/Hazard
Mitigation Grant
Program (HMGP)
To Be Determined Under PDM: A generator that is a stand-alone project
can be considered for PDM funding if the generator
protects a critical facility
A generator that is a component of a larger project
(e.g., elevation of a lift station) can also be funded
under regular HMGP funding
Expected
Winter 2023
Proposal for Grant Writing Services | Santa Ana Public Works Agency Page 29
3. FEE PROPOSAL
In accordance with the RFP, the proposed fee schedule has been submitted separately, utilizing the
Proposed Fee Schedule included as Attachment 4 in the RFP.
Proposal for Grant Writing Services | Santa Ana Public Works Agency Page 30
4. CERTIFICATIONS
ATTACHMENT 3-1: NON-COLLUSION AFFIDAVIT
Proposal for Grant Writing Services | Santa Ana Public Works Agency Page 31
4. CERTIFICATIONS
ATTACHMENT 3-2: NON-LOBBYING CERTIFICATION
Proposal for Grant Writing Services | Santa Ana Public Works Agency Page 32
4. CERTIFICATIONS
ATTACHMENT 3-3: NON-DISCRIMINATION CERTIFICATION
EXHIBIT C
FEE SCHEDULE
OPTION I: ALL-INCLUSIVE MONTHLY RETAINER
DESCRIPTION OF SERVICES FEE
Grant Writing Services $7,500 Per Month*
• Conduct Detailed Orientation Included
• Craft Strategic Funding Plan Included
• Identify, Research, and Monitor Grant Funding Opportunities Included
• Grant Application Development and Submittal Included
• Establishment of Clear Accountabilities Included
• Provide Overview of Full Applications Requirements Included
• Assemble Project Background and Details Included
• Coordinate Technical Project Details Included
• Draft Written Proposal Included
• Incorporate Feedback to Finalize Proposal Included
• Submit Completed Application Included
• Funding Advocacy Included
• State Budget Funding Opportunities Included
• Federal Earmark Opportunities Included
• Post-Grant Submittal Advocacy Included
• Post-Award Grant Administration and Compliance Included
• Comprehensive Follow-Up on Unsuccessful Applications Included
*The monthly fee includes all reasonable business and travel expenses
TPA does NOT institute a limit on the number of funding opportunities that we will
pursue on behalf of a client. For this reason, TPA recommends our monthly fee option
as a more cost-effective option for the Agency than on a per-grant or hourly basis.
FEE SCHEDULE
OPTION II: ALL-INCLUSIVE HOURLY RATES
NAME & TITLE FEE
Christopher Townsend, President
Role: Senior Strategic Advisor:
$300*
Cori Takkinen, Vice President
Role: Project Manager
$275*
Alex Gibbs, Grants Manager
Role: Funding Advocate/Grant Writer
$250*
Ben Goldeen, Federal Advocacy Manager
Role: Federal Funding Advocate
$250*
Eric O’Donnell, Deputy Director
Role: State Funding Advocate
$250*
Christine Rose, Senior Associate
Role: Grant Writer
$225*
*The hourly fee includes all reasonable business and travel expenses
FEE SCHEDULE
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AGREEMENT WITH ENGINEERING SOLUTIONS SERVICES TO PROVIDE ON CALL
GRANT WRITING SERVICES
THIS AGREEMENT is made and entered into this 20th day of September 2022 by and between
Engineering Solutions Services, Inc., a California corporation (“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 (“City”).
RECITALS
A. On June 29, 2022, the City issued Request for Proposal No. 22-064, by which it sought a
consultant having special skill and knowledge in the field of Water, Sewer and Public
Works grant writing services.
B. Consultant submitted a responsive proposal that was among those selected by the City.
Consultant represents that it is able and willing to provide the services described in the
scope of work that was included in RFP No. 22-064.
C. 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 contracting 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 perform the tasks and obligations including all labor, materials, tools, equipment,
and incidental customary work required to fully and adequately complete the services described in RFP
No. 22-064, which is attached as Exhibit A, and as more specifically delineated in Consultant’s proposal,
which is attached as Exhibit B and incorporated in full.
2. COMPENSATION
a. City agrees to pay, and Consultant agrees to accept as total payment for its services under
this Agreement, the rates and charges identified in Exhibit C. Consultant is one of three
(3) consultants selected to provide grant writing services on an on-call basis under RFP 22-
064. The total compensation for these services provided by all such contracts selected
under RFP 22-064 shall not exceed the shared aggregate amount of Two Million, Three
Hundred Seventy-Five Thousand Dollars and Zero Cents ($2,375,000) during the term of
the Agreement, including any extension periods.
b. Payment by City shall be made within forty-five (45) days following receipt of proper
invoice evidencing work performed, subject to City accounting procedures. Payment need
not be made for work that fails to meet the standards of performance set forth in the Recitals
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and Scope of Work, which may reasonably be expected by City.
3. TERM
This Agreement shall commence on the date first written above and terminate on September 19,
2025, unless terminated earlier in accordance with Section 17, below. The term of this Agreement may
be extended for one (1) two-year period upon a writing executed by the City Manager and City Attorney.
4. PREVAILING WAGES
Consultant is aware of the requirements of California Labor Code Section 1720, et seq., and 1770,
et seq., as well as California Code of Regulations, Title 8, Section 16000, et seq., (“Prevailing Wage
Laws”), which require the payment of prevailing wage rates and the performance of other requirements
on “public works” and “maintenance” projects. If the services being performed are part of an applicable
“public works” or “maintenance” project, as defined by the Prevailing Wage Laws, and the total
compensation is $1,000 or more, Consultant agrees to fully comply with such Prevailing Wage Laws.
Consultant shall defend, indemnify and hold the City, its elected officials, officers, employees and agents
free and harmless from any claim or liability arising out of any failure or alleged failure to comply with
the Prevailing Wage Laws.
5. INDEPENDENT CONSULTANT
Consultant shall, during the entire term of this Agreement, be construed to be an independent
consultant 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. OWNERSHIP OF MATERIALS
This Agreement creates a non-exclusive and perpetual license for City to copy, use, modify, reuse,
or sublicense any and all copyrights, designs, and other intellectual property embodied in plans,
specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any
tangible medium of expression, including but not limited to, physical drawings or data magnetically or
otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant
under this Agreement (“Documents & Data”). Consultant shall require all subconsultants to agree in
writing that City is granted a non-exclusive and perpetual license for any Documents & Data the
subconsultant prepares under this Agreement. Consultant represents and warrants that Consultant has the
legal right to license any and all Documents & Data. Consultant makes no such representation and
warranty in regard to Documents & Data which were provided to Consultant by the City. City shall not
be limited in any way in its use of the Documents and Data at any time, provided that any such use not
within the purposes intended by this Agreement shall be at City’s sole risk.
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7. 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. Minimum Scope and Limit of Insurance
1. Commercial General Liability (CGL): Insurance Services Office Form
CG 00 01 covering CGL on an “occurrence” basis, including products and
completed operations, property damage, bodily injury and personal &
advertising injury with limits no less than $1,000,000 per occurrence. If a
general aggregate limit applies, either the general aggregate limit shall apply
separately to this project/location (ISO CG 25 03 or 25 04) or the general
aggregate limit shall be twice the required occurrence limit.
2. Automobile Liability: ISO Form Number CA 00 01 covering any auto
(Code 1), or if Consultant has no owned autos, hired, (Code 8) and non-
owned autos (Code 9), with a limit no less than $1,000,000 per accident for
bodily injury and property damage.
3. Workers’ Compensation: as required by the State of California, with
Statutory Limits, and Employer’s Liability Insurance with limit of no less
than $1,000,000 per accident for bodily injury or disease.
4. Professional Liability: if Consultant is or employs a licensed professional
such as an architect or engineer: Professional liability (errors and omissions)
insurance, with a combined single limit of not less than $1,000,000 per
claim with $2,000,000 in the aggregate.
5. Broader Coverage: if the Consultant maintains broader coverage and/or
higher limits than the minimums shown above, the City requires and shall
be entitled to the broader coverage and/or the higher limits maintained by
the Consultant. Any available insurance proceeds in excess of the specified
minimum limits of insurance and coverage shall be available to the City.
b. Other Insurance Provisions
1. Additional Insured Status: The City, its officers, officials, employees, and
volunteers are to be covered as additional insureds on the CGL policy with
respect to liability arising out of work or operations performed by or on
behalf of the Consultant including materials, parts, or equipment furnished
in connection with such work or operations. General liability coverage can
be provided in the form of an endorsement to the Consultant’s insurance (at
least as broad as ISO Form CG 20 10 11 85 or if not available, through the
addition of both CG 20 10, CG 20 26, CG 20 33, or CG 20 38; and CG 20
37 if a later edition is used).
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2. Primary Coverage: For any claims related to this contract, the Consultant’s
insurance coverage shall be primary coverage at least as broad as ISO CG
20 01 04 13 as respects the City, its officers, officials, employees, and
volunteers. Any insurance or self-insurance maintained by the City, its
officers, officials, employees, or volunteers shall be excess of the
Consultant’s insurance and shall not contribute with it.
3. Notice of Cancellation: Each insurance policy required above shall provide
that coverage shall not be canceled, except with notice to the City.
4. Waiver of Subrogation: Consultant hereby grants to City a waiver of any
right to subrogation that any insurer of said Consultant may acquire against
the City by virtue of the payment of any loss under such insurance.
Consultant agrees to obtain any endorsement that may be necessary to affect
this waiver of subrogation, but this provision applies regardless of whether
or not the City has received a waiver of subrogation endorsement from the
insurer.
5. Self-Insured Retentions: Self-insured retentions must be declared to and
approved by the City. The City may require the Consultant to purchase
coverage with a lower retention or provide proof of ability to pay losses and
related investigations, claim administration, and defense expenses within
the retention. The policy language shall provide, or be endorsed to provide,
that the self-insured retention may be satisfied by either the named insured
or City.
6. Acceptability of Insurers: Insurance is to be placed with insurers
authorized to conduct business in the state with a current A.M. Best’s rating
of no less than A:VII, unless otherwise acceptable to the City.
7. Claims Made Policies (applicable only to professional liability):
1. The Retroactive Date must be shown, and must be before the date of
the contract or the beginning of contract work.
2. Insurance must be maintained and evidence of insurance must be
provided for at least five (5) years after completion of the contract
of work.
3. If coverage is canceled or non-renewed, and not replaced with
another claims-made policy form with a Retroactive Date prior to
the contract effective date, the Consultant must purchase “extended
reporting” coverage for a minimum of five (5) years after completion
of work.
5
8. Verification of Coverage: Consultant shall furnish the City with original
Certificates of Insurance including all required amendatory endorsements
(or copies of the applicable policy language effecting coverage required by
this clause) and a copy of the Declarations and Endorsement Page of the
CGL policy listing all policy endorsements to City before work begins.
However, failure to obtain the required documents prior to the work
beginning shall not waive the Consultant’s obligation to provide them.
The City reserves the right to require complete, certified copies of all required
insurance policies, including endorsements required by these specifications,
at any time.
9. Subcontractors: Consultant shall require and verify that all subcontractors
maintain insurance meeting all the requirements stated herein, and
Consultant shall ensure that City is an additional insured on insurance
required from subcontractors.
10. Special Risks or Circumstances: City reserves the right to modify these
requirements, including limits, based on the nature of the risk, prior
experience, insurer, coverage, or other special circumstances.
8. INDEMNIFICATION
Consultant agrees to defend, and shall indemnify and hold harmless the City, its officers, agents,
employees, consultants, special counsel, and representatives from liability: (1) for personal injury,
damages, just compensation, restitution, judicial or equitable relief arising out of claims for personal
injury, including death, and claims for property damage, which may arise from the negligent operations
of the Consultant or its subconsultants, agents, employees, or other persons acting on their behalf which
relates to the services described in section 1 of this Agreement; and (2) from any claim that personal
injury, damages, just compensation, restitution, judicial or equitable relief is due by reason of the terms
of or effects arising from this Agreement. This indemnity and hold harmless agreement applies to all
claims for damages, just compensation, restitution, judicial or equitable relief suffered, or alleged to have
been suffered, by reason of the events referred to in this Section or by reason of the terms of, or effects,
arising from this Agreement. The Consultant further agrees to indemnify, hold harmless, and pay all costs
for the defense of the City, including fees and costs for special counsel to be selected by the City, regarding
any action by a third party challenging the validity of this Agreement, or asserting that personal injury,
damages, just compensation, restitution, judicial or equitable relief due to personal or property rights arises
by reason of the terms of, or effects arising from this Agreement. City may make all reasonable decisions
with respect to its representation in any legal proceeding. Notwithstanding the foregoing, to the extent
Consultant’s services are subject to Civil Code Section 2782.8, the above indemnity shall be limited, to
the extent required by Civil Code Section 2782.8, to claims that arise of, pertain to, or relate to the
negligence, recklessness, or willful misconduct of the Consultant.
9. INTELLECTUAL PROPERTY INDEMNIFICATION
Consultant shall defend, indemnify and hold harmless the City, its officers, agents, representatives,
6
and employees against any and all liability, including costs, and attorney’s fees, for infringement of any
United States’ letters patent, trademark, or copyright contained in the work product or documents provided
by Consultant to the City pursuant to this Agreement.
10. RECORDS
Consultant shall keep records and invoices in connection with the work to be performed
under this Agreement. Consultant shall maintain complete and accurate records with respect to the costs
incurred under this Agreement and any services, expenditures, and disbursements charged to the City for
a minimum period of three (3) years, or for any longer period required by law, from the date of final
payment to Consultant under this Agreement. All such records and invoices shall be clearly identifiable.
Consultant shall allow a representative of the City to examine, audit, and make transcripts or copies of
such records and any other documents created pursuant to this Agreement during regular business hours.
Consultant shall allow inspection of all work, data, documents, proceedings, and activities related to this
Agreement for a period of three (3) years from the date of final payment to Consultant under this
Agreement.
11. 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.
12. CONFLICT OF INTEREST CLAUSE
Consultant covenants that it presently has no interest and shall not have interests, direct or indirect,
which would conflict in any manner with performance of services specified under this Agreement.
13. 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 mail, postage prepaid, or sent by fax or other telegraphic communication in the manner provided
in this Section, to the following persons:
To City: Clerk of the City Council
7
City of Santa Ana
20 Civic Center Plaza (M-30)
P.O. Box 1988
Santa Ana, CA 92702-1988
Executive Director
Public Works Agency
City of Santa Ana
20 Civic Center Plaza (M-21)
P.O. Box 1988
Santa Ana, CA 92702
To Consultant: Engineering Solutions Services, Inc.
Attn: Sudi Shoja, PE
23232 Peralta Drive, Suite 112
Laguna Hills, CA 92653
(949) 797-6055
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
fax, 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 timeframes, weekends, federal, state, County or City holidays
shall be excluded.
14. EXCLUSIVITY AND AMENDMENT
This Agreement represents the complete and exclusive statement between the City and
Consultant regarding the subject matter herein, 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, the terms and conditions hereof, shall not bind or obligate Consultant or 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.
15. 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
8
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.
16. WAIVER
No waiver of breach, failure of any condition, or any right or remedy contained in or granted by
the provisions of this Agreement shall be effective unless it is in writing and signed by the party waiving
the breach, failure, right or remedy. No waiver of any breach, failure or right, or remedy shall be deemed
a waiver of any other breach, failure, right or remedy, whether or not similar, nor shall any waiver
constitute a continuing waiver unless the writing so specifies.
17. TERMINATION
This Agreement may be terminated by the City upon thirty (30) days written notice of termination.
In such event, 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 Executive Director 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 which fails to meet the standard of performance
specified in the Recitals of this Agreement.
18. NON-DISCRIMINATION
Consultant shall not discriminate because of race, color, creed, religion, sex, marital status,
sexual orientation, gender identity, gender expression, gender, medical conditions, genetic information,
or military and veteran status, age, national origin, ancestry, or disability, as defined and prohibited by
applicable law, in the recruitment, selection, teaching, training, utilization, promotion, termination or
other employment related activities or any services provided under this Agreement. Consultant affirms
that it is an equal opportunity employer and shall comply with all applicable federal, state and local laws
and regulations.
19. 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.
20. PROFESSIONAL LICENSES
Consultant shall, throughout the term of this Agreement, maintain all necessary licenses,
9
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.
21. 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: CITY OF SANTA ANA
________________________ _________________________
Kristine Ridge
Clerk of the Council City Manager
APPROVED AS TO FORM CONSULTANT
SONIA R. CARVALHO
City Attorney
By: _____________________ ____________________________
Brandon Salvatierra Name:
Deputy City Attorney Title:
RECOMMENDED FOR APPROVAL
____________________________
Nabil Saba, P.E.
Executive Director
Public Works Agency
Sudi Shoja, PE
Principal
EXHIBIT A
City of Santa Ana RFP 22-064
Page 11
Appendix
ATTACHMENT 1
SCOPE OF WORK
CITY OF SANTA ANA
REQUEST FOR PROPOSALS
FOR
WATER, SEWER AND PUBLIC WORKS PROGRAMS GRANT WRITING SERVICES
RFP NO.: 22-064
Introduction and Background:
The City of Santa Ana is located in the County of Orange in Southern California. The City
encompasses 27.5 square miles and a population of over 335,000 people.
The City of Santa Ana Public Works Agency is soliciting proposals from professional firms for
grant writing services. The primary emphasis will be seeking grant related funds for Water and
Sewer programs all other programs will be secondary.
In the past the City has utilized professional grant writing consulting firms on as needed basis to
meet the goals and objectives of the City. The goals of this proposal for consulting services are
to identify areas of funding needs, grant research and funding, development, and grant program
administration and delivery to the City’s Public Works Agency.
In summary, the City of Santa Ana is soliciting proposals from qualified firms to provide grant
writing services. This request for proposal (RFP) provides interested qualified firms with the
information enabling them to submit a Service Bid Proposal and to provide the services described
herein.
Description of Work:
The Consultant/s will seek funding opportunities primarily for water and sewer programs,
secondarily for all other programs with an emphasis on securing funds for capital projects. The
selected consultants are expected to search for relevant grant opportunities and inform the City
of their applicability. When relevant grant opportunities are identified and approval to proceed is
granted by City, the consulting firm shall prepare the necessary grant application documents and
submit grant applications on behalf of the City for approval or fully support the City in applying.
All the work shall be coordinated with Public Works Agency personnel. The successful firm(s)
shall have experience in grant writing, grant program development and administration for Federal,
State, and Local entities including and not limited to:
• US Department of Commerce-Economic Development Administration (Public
Works and EAA programs)
• US Department of Housing and Urban Development (CDBG)
• US Department of Interior-Bureau of Reclamation
• California Department of Water Resources
City of Santa Ana RFP 22-064
Page 12
• California Water Quality Control Board
• California Water Resources Control Board
• Air Quality Management District (AQMD)
• Mobile Source Air Pollution Reduction Review Committee (MSRC)
• State of California Department of Parks and Recreation; various programs and
Bond Acts (Office of Grants and Local Services OGALS)
• State of California Natural Resources Agency
• State of California Coastal Conservancy
The funding sought is intended to support contemplated programs for, among other things:
• Recycled water
• Infrastructure replacement
• Automated Metering Infrastructure
• Green infrastructure/solar panels
• Conservation/outreach enhancements
• Sewer septic tank removals/conversions
• Alternative (RNG/CNG/Propane) fuel vehicles/infrastructure
• EV charger infrastructure
• Park Land Acquisitions
• Park Development (Capital Improvements)
• Park Deferred Maintenance Projects
The following are typical service and or items that the successful Consultant(s) will be required
to provide for the City of Santa Ana.
Funding Needs Analysis – Conduct current funding priority needs analysis and identify new
priority areas for funding in conjunction with Staff.
Outside Funding/On-Call Research – Conduct research and identify third-party funding sources
that support the Public Works Agency, funding needs and priorities. This scope includes
researching grant opportunities independently as well as any identified by the City.
Funding Proposal Development – Provide proposal writing associated with funding applications
on behalf of the City of Santa Ana, including the preparation of funding abstracts, production and
submittal of applications to funding sources. The City understands that many applications require
technical details,. City staff will provide technical data as necessary but it is expected that the
consultant(s) will perform the majority of work required to generate funding applications. Once
applications are finalized, consultant will provide a copy of each application package for funding
to the City prior to submittal and review the package with City staff.
Program Administration and Delivery – The Consultant(s) will be required to provide grant
administration and coordination services as part of this proposal including, but not limited to,
coordinating with City staff to provide expenditure reports and submit reimbursement requests,
preparing Resolutions and Staff Reports for City Council consideration, coordinating with funding
sources’ staff, and submitting periodic status update reports to City.
City of Santa Ana RFP 22-064
Page 13
On a monthly basis, the Consultant(s) shall provide the City summaries of potential funding
opportunities. The summaries shall include, but not limited to the name of the funding agency,
due dates for applications, eligibility, and program summary and funding level available.
City Responsibilities:
The City will provide information in its possession relevant to the preparation of the required
information in the RFP. Availability of staff time to assist with the preparation of grant application
documents is limited. Selected consultant is expected to perform a substantial amount of
research and data gathering independently. City staff will provide system information and data
as available in an effort to develop the best grant application package possible.
EXHIBIT B
City of Santa Ana
Proposal to Provide:
Water, Sewer, and Public Works Grant Writing
Services
July 25, 2022
Submitted by
Engineering Solutions Services, Inc.
23232 Peralta Drive, Suite 112
Laguna Hills, CA 92653
(949) 797-6055
Proposal to Provide Water, Sewer, and Public Works Grant Writing Services
2
Table of Contents
1. STATEMENT OF QUALIFICATIONS ............................................................................................ 3
A. COVER LETTER ........................................................................................................................ 3
B. AGREEMENT STATEMENT .................................................................................................... 4
C. UNDERSTANDING OF NEED ................................................................................................. 4
D. FIRM AND TEAM EXPERIENCE .......................................................................................... 15
E. RELEVANT PROJECT EXPERIENCE .................................................................................... 21
F. SCHEDULE ................................................................................................................................... 24
G. REFERENCES: ........................................................................................................................ 24
2. SCOPE OF SERVICES AND SCHEDULE .................................................................................. 25
3. FEE PROPOSAL ............................................................................................................................. 26
CERTIFICATIONS ................................................................................................................................... 27
APPENDIX ................................................................................................................................................ 31
Proposal to Provide Water, Sewer, and Public Works Grant Writing Services
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1. STATEMENT OF QUALIFICATIONS
A. COVER LETTER
City of Santa Ana July 25, 2022
Attn: Kathia Reyes, Projects Manager
Public Works Agency
220 S. Daisy Ave; 1st Floor Reception, Administration Building
Santa Ana, CA 92703
Re: Request for Proposals for Water, Sewer, and Public Works Grant Writing Services
Dear Ms. Reyes
Engineering Solutions Services (ESS) welcomes the opportunity to submit this proposal to
provide grant writing services for the City of Santa Ana (the City). Our goal is to bring in the
maximum available grant funding for the City. Having secured more than $500 million in the
past ten years in a variety of projects, we bring an unmatched level of experience to identify and
assist the City with developing a strategic plan and prepare winning applications to ensure an
expedited and successful funding award. ESS
What sets ESS apart is that we are not just a funding company but former municipal managers
with technical and funding expertise that has earned deep-rooted relationships with funding
agencies. As such, we are aware of upcoming funding opportunities and have been achieving
the highest awards of projects by preparing credible reports and strategizing timely submittal of
applications on behalf of our clients.
We are aware of the City’s focus on water and sewer, parks and public works projects and as it
is demonstrated in our proposal, we have a proven track record in successful award of grants
for the classifications of projects the City has listed. We will use our expertise to conduct a
needs assessment and leverage our relationships with the funding agencies to identify grants,
and work with City staff to secure those grants. We are also proficient in grant management and
meeting compliance requirements of Federal and State funding. Effective, full-circle strategies
like these are key to obtaining the most possible grant award funding for the City’s projects.
We have reviewed and understand all the proposal terms and conditions and acknowledge
receipt of Addendum No. 1. As the Principal for ESS, I am fully authorized to legally bind ESS in
agreements with the City of Santa Ana. I will serve as the program manager for this contract,
and as the Principal of ESS (S-Corporation), I can be reached at (949) 637-1405 or via email at
Sudi@engineeringsolutionsservices.net. My project team and I look forward to working with you
and all the City staff to develop a work plan that identifies grants that meet the short and long-
term needs of the City and answering any questions you may have about our proposal.
Sincerely,
Sudi Shoja, PE
Principal
Proposal to Provide Water, Sewer, and Public Works Grant Writing Services
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B. AGREEMENT STATEMENT
ESS is aware of all responsibilities and provisions outlined in the standard agreement and takes
no exceptions.
C. UNDERSTANDING OF NEED
City of Santa Ana has been proactively seeking grant and alternative funding for ahead of the
current environment with ample funding for infrastructure. City’s commitment to help its
residents by obtaining grant funding has provided a significant contribution to implementing key
capital projects while lowering cost of service. With all the federal and state budget funding for
climate change and infrastructure improvements, City is in a very good position to align its
objectives with those of funding agencies and attract more funding for its water, sewer, parks
and a variety of public works projects.
ESS is a multi-disciplinary grant funding company and is one of the leading consultants in
preparation of successful grants for the U.S. Bureau of Reclamation and other federal
organizations such as EPA, Department of Parks and Recreation, FEMA/CalOES, and many
other federal and state funding agencies. ESS team members have a diversified experience that
ranges from planning and design of utility projects to emergency preparedness and parks and
recreation projects. ESS has also been very successful in obtaining funding from new funding
sources that will recommend to the City for consideration.
ESS obtained $9 million for the City of Carlsbad Veterans Park and the neighborhood
improvements in two years.
ESS worked directly with local representative offices to identify potential projects for funding and
prepare the application packages. We believe several City projects will be ideal candidates for
this funding. ESS can work directly with the representative’s office to learn more about the local
preference and tailor an application for funding. We stay updated with new developments in the
federal and local funding arena and will be able to offer grant sources matching City projects
The ESS team believes in a full-circle approach to obtaining grant funding. This approach and
the methodology behind it will encompass all aspects of the grant research, application
development and management services identified in the RFP.
1. Develop Funding Strategy
• Conduct funding research to identify grant resources including but not limited to federal,
state, and local agencies, as well as private foundations that fund municipalities for
opportunities that match a specific the City project or program, the City’s strategic goals,
legislative platform, or policy objectives
• Research grant opportunities identified by the City
• Provide the City with a summary of potential funding opportunities relevant to its needs
on an on-going basis
2. Grant Writing Assistance
• Identify projects and analyze components that not only meet the funding requirements
but are likely to rank high for award
Proposal to Provide Water, Sewer, and Public Works Grant Writing Services
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• Prepare support letters, resolutions and staff reports on an as-needed basis following
the City’s preferred style
• Compose grant proposals on behalf of the City as directed, including all technical
sections, preparation of budget and schedule, preparation of exhibits such as graphs
and schematics, coordination with the City staff and compiling demographic data and
other necessary items for grant applications
• Develop timelines and checklists to ensure timely grant completion and submission
• Submit grant applications for review and comments by the City’s project management
team
• Prepare Disadvantaged Community (DAC) related documentation using required funding
agency portals
• Grant submission on behalf of the City
3. Grant Management Support
• Review the draft award agreements to identify all the general and specific requirements
• Assist with the preparation and submittal of post-award reports and reimbursements that
are required under the terms of the grant
• Track Disadvantage Business Enterprise (DBE) Requirements, perform American Iron
and Steel (AIS) certification process, Buy America - Build America, monitor Davis Bacon
Labor compliance requirements
• Participation in regulatory audit sessions
4. Optional Additional Services
• Provide design review and prepare specification sections to meet the terms of grant
agreement and guidelines
• Assist in preparation of required California Environmental Quality Act (CEQA)
• Prepare technical documents to support the grant applications and/or prepare RFP for
technical services needed
Our goal is to bring in the highest possible amount of funding for the City. To achieve this goal,
ESS brings its extensive experience and a highly qualified team to work closely with the City’s
Project Manager to mold the City’s project components, to maximize eligibility and ranking
under various funding programs.
We have the unique ability to distill and convey complex project information into funding
agencies’ specific formats for grant applications. Our experience in coordinating, managing, and
writing different types of applications has led to successful procurement of funding for many
clients. Similarly, our experience with grant administration has enabled us to see another side of
grant acquisition, wherein we can capitalize on this knowledge.
1. Develop Funding Strategy
The complex and elaborate process of obtaining funding can delay the ability to act. Our
comprehensive knowledge of the funding process helps us conceptualize and develop an
appropriate action plan, thereby maximizing success. We will identify eligibility requirements,
likely availability of funding, terms, conditions, and other key parameters. Our step-by-step
process to a successful application is shown in the following flow chart:
Proposal to Provide Water, Sewer, and Public Works Grant Writing Services
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Identification Of Appropriate City Projects For Funding
Once a Notice to proceed has been identified, Sudi Shoja will arrange a kick-off meeting with
the City’s Project Manager and appropriate ESS staff to review and discuss the City’s project
priorities, including the ones specifically mentioned in the RFP and CIP. Sudi will serve as a
Project Manager and the point of contact for the City. She will assign task managers and grant
writers as needed (if multiple pursuits are followed at the same time) to best meet the project
deadlines.
We believe that one of our most important tasks is to work with the City to position the
projects for maximum ranking for various grant opportunities. ESS is well qualified to
achieve this goal as our staff not only been responsible for similar activities in their former
positions, but they also have developed strong relationships with the funding agencies that allow
us to learn about funding goals for future cycles and present them to our clients.
Working with the City Project Manager, we will review and discuss the current status of projects,
available funding, established priorities, project planning and design status, management
preferences and regulatory requirements. With our thorough knowledge of available and
historical funding opportunities and our technical expertise in managing similar programs, we
will be able to recommend a strategy and ranking of projects for funding pursuits. Based on our
experience, we will also be able to offer cost-saving measures such as multi-year grants on a
program level in lieu of individual projects that will reduce the regulatory burden of managing
various funding agreements and the cost of preparation of applications and compliance
monitoring.
ESS believes the City will be best served by working together to create a strategy that enables
us to write winning applications that will maximize funding for the City while minimizing the
administrative burden on the City staff.
ESS was able to qualify the Santa Clarita Valley Water Agency for $30 million for
recycling water
Review of City of Hemet’s bond options and developing a funding strategy resulted in
savings of more than $13.5million for the City. In addition, analysis of the City’s CIP
program and the unfunded list of projects resulted in identification of more than $28
million in funding.
Proposal to Provide Water, Sewer, and Public Works Grant Writing Services
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Working with the County of Orange, we recommended a strategy that resulted in
submittal of an additional successful grant application for the same project, almost
doubling the amount of funding County was expecting to receive.
Deliverable(s):
• Recommendation for Project Priority List with financial breakdown and timeline with
pertinent information for funding pursuits.
Identification of Grant Resources
ESS team members keep up to date with the available Federal and State level funding
alternatives for many types of grants, including water and sewer projects, as well as facility
improvement and parks projects and energy savings for municipal facility updates. We attend
various funding fairs, participate in providing input to guidelines for funding opportunities, and
are subscribed to receive notices on available funding. ESS subscribes to various grant
resources and will use this service to identify funding opportunities.
Established Relationships with Funding Agencies
We understand that successful grant funding consists of two-thirds planning and one-
third writing. With that in mind, we pride ourselves in our close relationships with funding
agencies. Those relationships, plus appropriate and meticulous planning, allow us to obtain key
information about the successful awarding of grant funds. One of the tactics used to ensure this
strategy’s success is to identify opportunities for in-person meetings with the funding agency
when we are initiating a pursuit. We know this approach provides results from experience.
We have established relationships with the following funding agencies:
• US Bureau of Reclamation
• FEMA/CA Office of Emergency
Services (CalOES) Pre-Disaster
Mitigation and Hazard Mitigation
Planning
• California Department of Parks and
Recreation
• CA Public Utilities Commission
• Metropolitan Water District of Southern C
• Ocean Protection Council (Prop 68)
• State Water Resources Control
Board
• US Energy Commission
• California Department of Water Resources
• EPA
• US Department of Commerce –
Economic Development
Administration
• AQMD
• Various Conservancies and non-profit
advocacy organizations
We understand that the City has several key water and sewer projects and an aggressive
Capital Improvement Program (CIP). ESS team members bring their extensive experience in
developing and managing CIP programs to develop successful grant applications on behalf of
our clients. Please see the table in the project experience section of this proposal as it provides
a quick glance of our experience in preparation of grant applications for similar projects.
Proposal to Provide Water, Sewer, and Public Works Grant Writing Services
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ESS was aware of the additional grant funding available to the SWRCB and as such
aligned the submittal of its applications such that they were well ahead of the
competition and received the due attention.
When applying for stormwater grants for Coachella Valley Water District, ESS
arranged a conference call with EPA staff to discuss the two top-priority projects for
the District and receive key input from grant funding project managers.
We will then use our extensive experience to match the City’s projects with the available funding
options and develop a matrix of all potential funding alternatives specifically to match the
City’s projects that will serve as a tool for the project team and the City staff to use.
As an example, our team members have been providing the available grants services for water
and sewer projects to WaterReuse members on regular basis and will continue to provide this
information for this contract as well. Information could look like the following table, based on
projects:
Local, State, and Federal Funding Opportunities
PROGRAM Total
Allocation
Funds
Offered
this
Round
Purpose
Eligible
Projects Status Anticipate
d Timeline Notes
SWRCB
Stormwater
Implementatio
n Grants/
Proposition 1
$200M $80M
Multi-
benefit SW
projects
that
respond to
climate
change, &
are
included in
an adopted
SW
Resource
Plan or
IRWMP
facilities
Implementatio
n projects
including but
not limited to:
Green
infrastructure;
SW capture;
SW treatment
Round 1
OPEN
TBD 2018:
Round 2
solicitations
for
implementati
on grants
Planning
grant
solicitatio
n closed
in March
($20M)
additional
round of
$100 M
for
implemen
tation
grants
anticipate
d
DWR Water
Use
Efficiency: CA
Revolving
Fund/ Prop 1
$10M $10M
Sustainable
funding
source for
urban water
use
efficiency
projects.
Dish/clothes
washer
upgrades;
Water-saving
plumbing
fixtures; Hot-
water
recirculating
pumps; Leak
detection,
irrigation
upgrades;
Solicitation
opening soon
Summer
2017: Loan
applications
due
$5M for
loans to
local
agencies
for water
efficiency
upgrades
; $5M for
loans to
customer
s for
onsite
projects
or leak
repairs
DWR IRWM:
Implementati
on Grants/
Prop 1
$418M
state-wide
$98M for LA
Region
TBD
Projects
and
programs
Surface
storage/GW
recharge;
Water
In
development
TBD: Round
1 solicitation
for
Public
comment
period
ended
Proposal to Provide Water, Sewer, and Public Works Grant Writing Services
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We will evaluate the projects, review eligibility and potential project ranking, and provide
recommendations to the City Project Manager, so that all relevant information is easily available
to choose which grants to pursue.
Our analysis of the unfunded plans of a project for the City of Palm Springs allowed
us to recommend alternative grant opportunities that resulted in submittal of two
additional successful grant applications, with $5.1 million awarded.
Review of City of Downey CIP program and unfunded list of projects resulted in
identification of a grant programs for the City for up to $8 million in funding.
Deliverable(s):
• Funding Matrix identifying all available funding for the City’s Projects
• Updated Funding Matrix on monthly or as-needed basis
2. Grant Writing Assistance
Once a funding source and a pursuit have been identified, ESS will arrange for a meeting and
will come prepared with a Work Plan Structure (WPS), which is a matrix of the fund parameters.
ESS prepares a WPS for all funding pursuits based on the detailed analysis of the Notice of
Funding Opportunity (NOFO). The WPS identifies detailed grant fund requirements and
populating it will help identify the necessary documents and resources and areas of
responsibilities between team members and internal deadlines.
The WPS will also serve as a tool for both the City staff and ESS team members to track the
project progress and alignment with the funding. When developing the WPS, ESS will also
note the implementation constraints that may have an impact on selection of the project
elements. For example, most funding sources require that a grant agreement be in place
prior to the start of construction. ESS will work with the City Project Manager to identify
solutions and/or assist with reprioritization of the grant applications to meet the requirements.
Topics commonly found in the WPS include:
• Eligibility criteria • Matching funds
• Budget needs • Maps and pictures
• Project programming requirements • the City’s prior grant management record
• Submittal requirements • Evaluation criteria
• Resolutions and approval letters required from the Board of Directors
• Technical reports: Benefit Cost Analysis, Environmental Reports, Life Cycle Analysis
• Project readiness: CEQA status, Feasibility studies, Project design reports
• Support documentations: certifications, forms, project reports A sample segment of a WPS appears below. It is organized for clarity and is an invaluable
reference tool that is used throughout every project.
Deliverable(s):
• Work Plan Structure for the identified grant pursuit, such as the example below:
that support
IRWM.
conveyance;
Watershed
restoration/prot
ection
implementati
on grants
April 8,
2016
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Targeted Approach for Maximum Scoring on Evaluation Criteria
The first step for our targeted approach is to develop a full understanding of the project
elements, project milestones, and available project reports. We will also study the previously
awarded projects from the funding agencies and learn about the key points that may be
overlooked for their simplicity. In developing the WPS, we will identify the primary and
secondary evaluation criteria to help highlight the project strengths. We will work closely with the
City Project Manager to identify the potential gaps, analyze alternatives, and recommend
resolutions to minimize their impact. With this approach, ESS has added value for our clients:
Review of City of Commerce projects resulted in changing the scope of work and a
successful award of more than $1 million.
Detailed evaluation of the grants has enabled us to advise the agencies if the project
is not competitive and resulting in cost savings by not preparing grant applications.
WRITING-TO-WIN Approach
What sets us apart is that our grant writers are licensed technical experts in this industry and
therefore have the ability to convey complex project information into the specific format of a
grant application.
Using a targeted approach to analyze objectives and match goals to opportunities provides us
with the details we need for our writing-to-win approach. Once a funding strategy is in place, the
next challenge is to create a winning application. ESS brings its proven track record in creating
an application package that will stand out among dozens, highlighting the project’s merit in full
compliance with the instructions and limitations.
This approach uses a high degree of expertise and creativity. ESS understands that impactful
illustrations transform well-researched information into powerful persuasion. ESS has used the
Requirements BY Schedule
3.2
Project
Description
Template
Project sponsors must provide descriptive information on the proposed Small Starts project
and the regional public transportation system. FTA uses the information in the Project
Description Template to understand the project and to establish a database of project
characteristics and local contact information. All Small Starts project sponsors must submit ESS Week 1
3.3.1 Project
Identification
2-3 sentences on the essential characteristics of the proposed project (location, length, termini,
number of stations, hours of service and frequency by time period)Week 1
3.3.5 Purpose of the
Project
Succinctly describe the specific ways that the proposed major transit investment will address
the problems identified in the corridor. Week 1
3.3.6 Merits of the
Project
Describe how the project addresses the Purpose for the Project more effectively compared to
other alternatives week 1 -2
3.4 Project Maps Week 1
3.4.3 Map Details:
Stations
Stations included in the project, marked in a distinguishable manner from existing transit
stations and labeled. Stations with park & ride facilities should be further distinguished from
others, either via markings or labels.
ESS Week 1
3.4.9 Map Details:
Legend A legend, scale and compass.ESS Week 1
3.6
Operations and
Maintenance
Costs
3.7 Capital Costs ESS Week 2
4.3 Cost Effectiveness Need to put in Trip information; Horizon Year; the project's annualized federal share.
See Page 16-17: FY18 Reporting Instructions for the Section 5309 Small Starts Criteria. ESS/City Week 2
ItemA2:H3
1.0 Introduction
3.0 General Reporting
Must submit to FTA documentation summarizing how operating and maintenance costs were developed.
Additionally, the following considerations apply:
• System-wide and route level operating cost data (and factors) are typically available as part of ongoing
operations planning.
Electronic maps must be submitted for inclusion in Annual Report on Funding Recommendations and/or
posting on FTA website. Maps should be 8.5x11 and be able to be copied in grey scale. Typical
orientation for N/S is portrait and E/W is landscape.
Proposal to Provide Water, Sewer, and Public Works Grant Writing Services
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clarity of graphics and schematic drawings to show grant
evaluators the client agency’s expertise and vision:
For a Department of Water Resources grant, ESS
provided pictorial highlights of the project’s energy-
efficiency benefits matching the goals of the grant.
For a cap-and-trade grant to reduce GHG emissions,
ESS replaced the executive summary with graphics
highlighting projects matching the grant focus, resulting an award of over $9 million.
For another project, ESS used an AQMD pollution map as a base and plotted all of the
appropriate, completed energy-efficiency projects.
ESS application was ranked as one of the best and posted on FHWA website. FHWA
asked Sudi for input and used the format created by ESS in a grant application as a
requirement for future cycles.
Quantitative Analysis and Technical Reports
Depending on the grant requirements, ESS will work with the City Project Manager to receive
the available technical studies, environmental documents and plans and specifications. We will
then use our highly experienced team members to complete the technical write-up sections of
the grants. As needed, and upon the City’s direction, we will be prepared to perform additional
technical research and analysis to supplement the effort.
The ESS engineering team has been directly responsible for implementation of various CIP
programs for transportation and street improvements, water and sewer projects and facility
management and will bring their expertise to articulate the technical information of the grants.
Our expert grant writers will review the project documents to highlight the project’s strengths
matching the grant goals to achieve maximum ranking of the application.
Complex FEMA applications prepared by ESS have been approved by CalOES for
funding.
ESS prepared a successful and highly technical grant application for San Bernardino
County Transportation Authority, providing detailed GHG reduction calculations, trip
generation interpretations, and technologies for alternative fuel that resulted in a $30
million award.
Budget Analysis and Construction Planning
The ESS team will assist the City in identifying qualifying information to meet grant requirements
for budgeting and construction planning. Budgets need to demonstrate project flexibility and
scalability to make the grant applications more attractive and create opportunities to apply
again even after a successful application’s award. Some areas of focus will include:
• Qualifying matching funds • Budget scalability
• Scheduling details • Implementation requirements for
allocation purposes
In one example of a successful
utility project, the technical
application for the $103 million
project received no comments
and was approved in record
time.
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Disadvantaged Communities
Many funding opportunities allocate a certain percentage of
the funding to projects benefiting DACs and therefore, it is
imperative that the need and applicability is effectively
demonstrated. For example, grants funded by the
Department of Water Resources have historically allocated a
percentage of the funding to benefit the DACs. Claiming
benefits to DACs requires documentation and substantiation
of meaningful benefits, as well as explanation of the
methodology used for assuring accomplishment of those
benefits. This identification must be based on geographic,
socioeconomic, public health, and environmental hazard
criteria (Health and Safety Code Section 37911).
ESS is acutely familiar with researching geographic equity and the degree to which the City’s
DACs would benefit from a project. ESS will work with the City staff to identify projects in these
communities and highlight the benefits in order to win the grant funding.
A successful application for San Bernardino County Transportation Authority
demonstrated 41 DACs in the area.
Support Letters
Often, this aspect of a grant application is given only cursory attention and proves to be
invaluable. At ESS, these potentially undervalued areas are key endorsements that ESS crafts
in close cooperation with clients. ESS will recommend stakeholders to contact and will draft
focus points that align with key ideas in the narrative and grant criteria so that support letters
send strong, targeted messages.
Grant Application Review and Approval Process
For every project, ESS will assign a QA/QC manager, which is an important factor of a
successful grant application. We will use our internal grant checklist to ensure the application
package is ready for submittal. This process will follow the WPS and an internal guide for
editorial quality.
To ensure grant applications are completed efficiently, ESS will arrange a meeting with the City
Project Manager to answer questions, finalize budget, and schedule concerns and to further
align the project with the grant goals and objectives. All final grant application packages will be
submitted to the City for review and approval prior to submittal to the granting agency.
Deliverable(s):
• Final grant application package for submittal
• Status report on grant applications submitted
Technology
Many funding agencies have online grant submittal and management tools, including the DWR
Bond Management System (BMS), California DWR’s Grants Review and Tracking System
(GranTS), the State Water Resources Control Board’s Financial Assistance Application
Submittal Tool (FAAST), and the federal government’s www.grants.gov website and the online
submittal platforms for IRWM, BOR and some parks grants.
Demonstration of low-earning jobs in
cities of San Bernardino and
Redlands for a successful award of
more than $9.2 million
Proposal to Provide Water, Sewer, and Public Works Grant Writing Services
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BOR
BMS
FAAST
IRWM
GranTS
Grants.gov
Furthermore, our team routinely performs grant management and administration services for
funding by various agencies that utilizes some of the same portals.
Deliverable(s):
• Successful grant application packages for the City’s records
• Submittal confirmations for the City’s records
Cultivating partnerships with other organizations
Both Sudi Shoja and Project Managers have extensive experience in managing multi-
jurisdictional projects on behalf of various agencies. They have been able to create synergy
between different clients to benefit all agencies and winning applications.
We have been leading the efforts for Chino Basin Water Conservation Authority to
partner with Inland Empire Utilities Agency on two application projects, recently
funded by MWD.
ESS arranged for support letters from other utility agencies to support the Coachella
Valley Water District grant application and coordinated the effort to obtain results of a
demonstration project benefiting all agencies in hot arid regions.
3. Grant Management Support
ESS has provided grant management and compliance monitoring services for federal projects
on behalf of several agencies since the start of our company. As you will read in the subsequent
sections, ESS’s approach to grant management and compliance monitoring is holistic and
ensures that all management and compliance tasks are met efficiency and promptly. Our
approach can be broken down into the below general tasks which are as follows;
1. Grant Management and Development of Work Plan Structure (WPS) for each phase
2. Compliance with all applicable federal, state and local regulations
3. Technical Narratives for basis of the projects including scope of work as it corresponds
to the funding requirements, damages incurred, cost and schedule
4. Develop templates for project reporting needs to streamline the process
5. Reimbursement Requests for all eligible costs and all the FEMA required forms
6. Progress Reports as need to include narratives on scope of work, budget, and schedule
7. Grant closeout process
8. Record retention and audits
Summary of our general services for grants management is presented below:
Proposal to Provide Water, Sewer, and Public Works Grant Writing Services
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ESS provided a thorough review of agreements with BOR for LBWD, identifying the
sections that need to be added to construction documents.
ESS has been providing compliance-monitoring and reimbursement services for City
of Palm Springs’ $29 million wastewater treatment projects. In the final audit by the
SWRCB, ESS was complimented by the auditors and received full approval of its
processes.
ESS has been providing successful grant compliance on a $280 million San
Bernardino County Transportation Authority project that consists of more than 11
different funding sources.
Project Management
Status Reports
ESS will follow the City’s directions for timing and formatting of status reports and will revise it
based on the input received from staff. The status reports in general will identify the following:
• Status of grant applications under development
• Submitted grant application details such as amounts, submittal dates and expected notices
of funding
• Action items and timelines for tasks needing completion
• Upcoming grant funding opportunities relevant to each project
• Updates on any legislative items or funding opportunity guidelines affecting the City’s
funding strategy plan
• Contract control information, responsible party and items needed from the City
Deliverable(s):
• Comprehensive status Report on a periodic basis as determined by the City
Proposal to Provide Water, Sewer, and Public Works Grant Writing Services
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Accountability
Simply put, we take ownership of our work. The ESS team is built on the principles of
performing high quality work where the Principals are directly involved and accountable for the
projects we submit. Working together, with transparency and cooperation between ESS and our
clients, this overall approach to grant-writing contract projects have helped ensure our clients’
success.
4. Optional Additional Services
Additional Services
ESS staff are fully capable of bringing their extensive experience in design and construction of
water utilities to provide additional services as needed. As former agency personnel, ESS team
members are fully prepared to support the City Project Manager with all required analysis,
reports, design review and specification sections, cost estimating, preparation of staff reports,
and resolutions as needed.
ESS is also available to review the project documents prior to advertisement to make sure that
specifications meet all the grant requirements such as those needed for Federally funded
projects or EPA labor compliance requirements.
SWRCB announced project readiness as a criterion for higher ranking 30 days prior
to grant deadline. ESS staff used their technical expertise to prepare specifications
on behalf of four agencies that all received the highest ranking and the requested
funding.
In an expedited grant application for the City of Santa Ana, ESS was tasked with
preparation of all the grant requirement documents including CEQA, cost estimates
and direct coordination with SCE and City’s consultants to finalize the technical
reports for a successful award from BOR on a hydropower improvement project.
D. FIRM AND TEAM EXPERIENCE
Background
Engineering Solutions Services (ESS) was founded by Sudi Shoja, PE, a former City
Engineer who has more than 29 years of experience in managing CIP and Water and Sewer
programs of over $100 million. She founded ESS in 2012 with the goal of assisting local entities
in achieving their goals in funding and compliance, program management, quality
assurance/quality control, and project delivery. She leverages her successful experience with
transforming the agencies where she worked from losing funding to securing the maximum
grant funding possible, meeting the various funding agency requirements, and serving as
examples for successful audit processes. As a result, she has earned a reputation that gained
us our impressive repeat client list in a short timeframe. Included below are a few examples:
• ESS applications received over 30% of the awarded funds from Bureau of
Reclamation for its clients in March 2022
• ESS applications received 20% of the awarded funds from Department of Water
Resources for its clients in December 2021
• Received approval from WIFIA for over $50 million for two projects
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• Unmatched experience in submital of successful
application for a variety of projects to Bureau of
Reclamation (BOR)
• Successfully awarded $39.2 Million in greenhouse
gas (GHG) reduction funding
• Prepared successful cogeneration project application
for $8 million in funding
• The SRF application package for $103 million to
SWRCB was approved in record time and with no
comments
• California Office of Emergency Services (CalOES) has
recommended multiple grant applications prepared for
seismic retrofit, climate change and sea level rise, fire
and flood control to U.S. Federal Emergency
Management Agency (FEMA) for funding.
• Restructured a grant application for energy efficiency
that resulted in more than $5.1 million of grant funding
& $32 million in SRF funding for the City of Palm
Springs
• Created a funding strategy for the City of Hemet that
resulted in $6 million in savings and more than $15
million in funding
• Identified more than $20 million in water quality
grants for two agencies
• Successfully awarded Proposition 84 grants in two
cycles
• Successful management of various federal, state and
local grants for projects up to $280 Million through 11
different funding sources
• ESS arranged for a funding fair attended by SWRCB,
FEMA & County representatives
ESS is comprised of former
agency personnel who are
thoroughly familiar with the
intricate details of various
funding requirements and
excel at strategic planning for
clients to maximize the potential for securing grants,
successful management for meeting the requirements,
obtaining proper authorization and reimbursements and
positive audit process of the projects. ESS is certified as a
We have secured over
$520 million for various
agencies in the past ten
years.
Our Clients
Served as prime or sub-consultant
City of Santa Ana
OCTA
City of Laguna Beach
County of Orange
City of Villa Park
City of Laguna Niguel
City of Irvine
City of Tustin
City of Newport Beach
South Coast Water District
City of Lake Forest
City of Laguna Woods
City of Carlsbad
City of Encinitas
City of Oceanside
Port of Long Beach
LA Metro
SBCTA
MSWD
CVWD
San Bernardino Municipal Water
Dept
SANDAG
City of Palm Springs
City of San Marcos
Los Angeles Metro
City of Redondo Beach
CA Earthquake Authority
City of Hemet
City of Perris
City of Banning
City of Richmond
SOCWA
Chino Basin WCD
Humboldt Bay County WD
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Disadvantaged Business Enterprise (DBE) and Small Business Enterprise (SBE) with 12
employees at its office in Laguna Hills.
Engineering Solution Services fully understands the inner workings of the regional and
municipal government process. Comprised of former government engineering and traffic
managers, we have been confronted with many of the same design, budget, schedule and
project-delivery challenges that face our client governments.
This understanding allows our people to think like public agencies and address the
challenges they are facing with proactive, well-planned, cost-efficient, and innovative solutions
tailored to your needs. We approach every project strategically and scale our resources to fit the
agency and scope of work.
ESS specializes in various funding resources, such as: CA Department of Water Resources
Control Board for State Revolving Funds (SRF), Environmental Protection Agency (EPA), US
Bureau of Reclamation (BOR), Title XVI, Integrated Regional Water Management (IRWM),
Santa Ana Watershed Project Authority (SAWPA), Propositions 1, 13, 50, 68, and 84, Water
Department of Water Resources (DWR), Infrastructure Finance & Innovation Act (WIFIA),
FEMA related grants, Air Quality Management District (AQMD), Water Infrastructure
Improvements for the Nation Act (WIIN), California Air Resources Board (CARB), Community
Development Block Grant (CDBG), Commerce-Economic Development Administration, funding
for brownfields and remedial services, Department of Parks and Recreation, Land and Water
Conservation Funds, Natural Resources Agency, Outdoor Equity Grants, Recreational Trails
Program, Urban Greening Project, Community Project Funds, Environmentally Enhanced
Mitigations, Southern California Edison (SCE) and conservancies,
Our services include: Fund Strategy Development, Grant Writing, & Fund Compliance
We are committed to being accountable and sharing ownership of the product and
service. We believe that successful projects are a result of a well-managed and motivated
team. Our team members possess a proven ability to establish and implement best practices,
maintain continuity and flexibility, and deliver timely responses. We offer accessibility to a
network of experts to address unique needs.
We believe in doing the job right the first time. Our commitment to providing excellent
customer service has gained us repeated clients and contracts. We understand the challenges
and requirements of municipal governments since many of our staff have held senior and
executive management positions with California cities, including Public Works Directors, City
Engineers, Capital Project Managers, and Construction Managers. This background and
experience is important because document preparation will require a high level of interaction
with the state project managers.
ESS is the right team to provide the consulting services for identifying
and securing grants, finalizing agreements and monitoring funding
compliance. We work as your partner, incorporating grant funding
conversations in the process of each project as early as possible in
order to maximize the potential for planning grant funding as well as
We strive to exceed
expectations, not just
meet them
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implementation grand funding. Proprietary tools, such as our Work Plan Structure (WPS), in
conjunction with our team’s extensive experience and relationships with funding agencies, make
this process easy. ESS office consists of 12 people.
John Robinson Consulting (JRC) Subconsultant:
John has more than 25 years of experience in engineering consulting, construction management,
project leadership/project management, operational/fiscal management and market sector
strategy development focused most recently on obtaining local, State and Federal grants and/or
loans for public agencies and special districts. He assisted in pre and post grant award
administration managing the U.S. Bureau of Reclamation Title XVI funding, State Revolving Fund
(SFR) Proposition 50, State Water Resources Control Board (SWRCB)Proposition 13,
Department of Water Resources Proposition 84 Rounds 1-4, Metropolitan Water District of
Southern California Local Resources Program and Recycled Water Retrofit Program monies in
order to complete the approximately $182 million of storm water and recycled water projects
for clients in southern California. He assisted in completing the coordination with the funding
agency on behalf of clients including monthly reports, progress deliverables, proposed financial
breakdowns and coordinating field meetings.
Our Core Business is Funding
Experience
The following highlights grants we have applied and/or managed in the last ten years:
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Resumes of key people are included in Appendix.
Agency Projects Funding Sources Value(millions)
City of Belvedere Sea Level Rise, Erosion Control Dept of Parks, FEMA/BRIC 26.00$
City of Carlsbad Parks, SCADA, Street Improv, CPF, ATP, HSIP, SWRCB 14.30$
City of Commerce Traffic Signal Coordination HSIP 1.00$
Coachella Valley Water District AMI, Stormwater WIFIA, FEMA, BOR 58.50$
City of Downey Water Quality SWRCB 8.00$
Desert Water Agency Water/Energy Efficiency BOR 0.50$
City of Fort Bragg Water Supply Pipeline & Reservoir DWR/SWRCB 19.50$
City of Hemet Multiple Projects Flood, LPP, HBP, Prop 68 28.00$
Ctiy of Irvine Multiple Projects ATP, HSIP 2.00$
City of Long Beach Complete Street Project LPP 2.88$
Long Beach Water Department Parks, AMI, Wells, RW BOR, SWRCB, 12.00$
Mission Springs Water District Water/Energy Efficiency BOR 0.30$
City of Newport Beach Emergency Management FEMA/Cal EMA $ 9.00
Olivenhain Water District AMI BOR $ 0.50
Orachard Dale Water District Seismic Retrofit FEMA/CalOES 4.00$
City of Palm Springs WWTP, Cogeneration Project SWRCB SRF/GPR 37.00$
City of Petaluma AMI, RW DWR 11.50$
City of Redwood City RW & AMI SWRCB 7.00$
San Bernardino Associated Government Multiple Projects/GHG Reduction TIRCP/DOT 39.20$
San Bernardino Municipal
Water Department
Recycled Water Expansion
Water & Sewer
FEMA, SWRCB
BOR, DWR
$ 21.00
City of Sacramento Parks, Water & Sewer, Storm water Parks, BOR, SWRCB 11.60$
City of Santa Ana RW, Energy, Water, Sewer Various 6.95$
Santa Clarita Valley Water Agency AMI, Wells, PFAS BOR, Title XVI 4.00$
South Coast Water District Water & Sewer SRF, BOR 103.00$
Turlock Irrigation District Parks, water/energey, Dams Dept of Parks, FEMA, BOR 3.70$
City of Tustin Multiple Projects ATP, HSIP $ 3.00
City of Vista Parks, Storm Water, Bike
Trails,Sewer, Streets
Prop 84, EPA, HSIP,
SWRCB
64.00$
City of Wildomar Storm Water, Bike Trails, Streets FEMA/CalOES, ATP, HSIP 2.70$
Total: 501.13$
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E. RELEVANT PROJECT EXPERIENCE
Grant Identification, Writing, & Compliance Services, City of Santa Ana Utility
Department, Santa Ana, CA (2017-Present)
ESS was selected in 2018 to provide needs assessment,
grant identification, grant writing and compliance services for
the Water and Sewer services Department. ESS started by
reviewing the City’s CIP and unfunded projects and
developed a funding plan by identifying grants. To date, ESS
has prepared successful applications for Bureau of
Reclamation, CalOES, Proposition 1, and State Revolving
Funds that are near completion for the following projects:
Grant
Amount Funding Agency Program
Projects
$5 million Bureau of
Reclamation
Drought Contingency 4 Well Projects
$1.5 million Bureau of
Reclamation
Water Energy
Efficiency AMI System
$10.1 million SWRCB DWSRF AMI - Pending
$5.2 million SWRCB DWSRF Well 32- In process
$75,000 SWRCB Prop 1 Water Recycle Master Plan
$100,000 SAWPA Well design
$75,000 Bureau of
Reclamation
Water Energy
Efficiency Irrigation Improvements
$1.5 million SWRCB CWSRF Septic to sewer- In process
$300k CalOES Community Power
Resiliency
Emergency Well Back-up
Generator
The above work has been completed since January 2018.
Wastewater Treatment Facility Upgrade, City of Palm Springs, Palm Springs, CA (2014-
2019)
Responsibilities for the City of Palm Springs began with preparation
of SRF loan applications for the $29 million Wastewater Treatment
Plant Upgrade & 8 million for a cogeneration project. We arranged
for a meeting with the SRF management in Sacramento and
provided a presentation that assured adding this project to the
priority list. During the complex process for this project, we were
able to provide continuous coordination with three state SRF project
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managers and obtain approvals for every phase. This project was completed in March 2017.
In the process, ESS identified project elements that qualified for additional grants, resulting in
successful award of more than $5.1 million in grants the City did not expect. We prepared
Green Project Reserve grant funding application and exhibits for the following:
• Variable Frequency Drive • LED Lighting
• High Efficiency Motors • Combined Heat and Power Cogeneration
• SCADA System Upgrade • Site Improvement
ESS also provided SRF compliance including project reporting, reimbursements, monitoring of
AIS, DBEand prevailing wages that resulted in successful audit session. on behalf of the City.
Grant Writing Services, Long Beach Water Department, Long Beach, CA (2017-Present)
ESS has been providing grant assistance services for each of the listed
agencies that started with a needs assessment and review of the
agency’s CIP projects and unfunded projects. ESS presented a funding
strategy and matching opportunities to projects that was approved by
the Long Beach Water Department (LBWD). ESS has prepared the
following successful applications for LBWD:
Grant
Amount Funding Agency Program
Projects
$1.5 million Bureau of Reclamation WEEG AMI
$4.2 million Bureau of Reclamation DRP 4 Wells
$75,000 FEMA Training
Emergency Response
Training
$1.1.97
million BOR Title XVI
Park/Recycled Projects
ESS has been working with LBWD since December 2017 and ESS has been responsible for
100% of the work noted here.
Grant Identification, Writing & Compliance Services, San Bernardino Municipal Water
Department, San Bernardino, CA (2018-Present)
ESS has been providing grant identification and writing services. ESS has been participating in
several meetings with department director to identify fundable elements of a project and provide
a funding strategy.
Grant
Amount Funding Agency Program Projects
$5.5 million FEMA Hazard Mitigation Seismic Retrofit of 4
reservoirs
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$7.57 million SWRCB DWSRF Seismic Retrofit of 4
reservoirs
$9.9 million SWRCB CWSRF WWTP expansion
$3.4 million SWRCB DWSRF Water pipeline Rehabilitation
$2 million DWR Urban Multibenefit AMI System
$500,000 Bureau of
Reclamation WaterSMART AMI System
Grant Writing Services City of Carlsbad, CA (2019-Present)
ESS worked closely with local representative offices and various
City departments to identify projects that would rank best for
selection and has been very successful in preparation of grant
applications that resulted in funding allocations in both 2021 and
2022.
ESS has been working with various City Department to identify
potential projects and grant opportunities for funding.
Grant
Amount Funding Agency Program Projects
$4 million Community Project Funds
Annual Allocation -
2022 Veterans Park
$5 million Community Project Funds
Annual Allocation -
2021
Neighborhood
Revitalization
$4.6 million SWRCB CWSRF SCADA System
$1.2 million FHWA HSIP multiple projects
$15 million Multiple agencies Pending Grade Separation
Grant Writing Services City of Sacramento, CA (2020-Present)
ESS has provided the City of Sacramento’s Department of Utilities (DOU) with grant writing
services for various projects and funding programs since 2020. ESS has been working with
several City Utility and Parks Department staff to identify potential projects and grant
opportunities for funding.
Grant
Amount Funding Agency Program Projects
$1.5 million BOR WaterSMART Well Improvement
$5 million Caltrans Clean CA Parks Expansion
$9.4 million SWRCB SRF Pump Station
$500,000 BOR Water/Energy Efficiency Turf Removal
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F. SCHEDULE
All the above ESS team members are available and committed to delivery of the work described
in this proposal. ESS team members have been working with each other for several years and
we do not foresee a change for the duration of this contract. We will start working upon notice of
award and complete the tasks within the specified time frame to meet City and funding agency
requirements.
Availability Chart
Name & Designation Availability
Sudi Shoja, PE, FASCE 65%
John Robinson, Project Manager 60%
Carlos Pineda, PE 50%
Gary Sturdivan 50%
Tamim Atayee, PE 50%
Chenxia Li, Ph.D 70%
Antonio Shaibani, PE 60%
Anna Segur 70%
James Klueber 70%
Savannah Regan 70%
G. REFERENCES:
Below are the references for the above listed projects:
City of Santa Ana: Nabil Saba, PE/ Executive Director/ (714) 647-3378/ nsaba@santa-ana.org
Rudy Rosas, PE, Principal Civil Engineer/ (714) 647-3379/ rrosas@santa-ana.org
City of Long Beach-Water Department: Dean Wang, PE/ Water Resources Manager/ (562)
570-2311/ dean.wang@lbwater.org
San Bernardino Municipal Water Department: Devin Arciniega/ Water Conservation/ Public
Affairs Coordinator/ (909) 453-6052/ Devin.Arciniega@sbmwd.org
City of Carlsbad: Jason Haber/ Intergovernmental Affairs Director/ (442) 339-2958/
Jason.haber@carlsbadca.gov
City of Sacramento: Tyler Stratton/ Program Specialist/ (916) 808-1284/
tstratton@cityofsacramento.org
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City of Palm Springs: Donn Uyeno, PE / Principal Engineer/ (760) 323-8253/
Donn.Uyeno@palmspringsca.gov
THIS IS WHAT OUR CLIENTS SAY ABOUT US:
ESS really wants to help our City. Very organized and follow up is incredible. If you work with
Sudi you will see that she makes every effort to be a huge support and not a burden. She takes
care of her clients and you can tell she is passionate about what she does. ESS works to collect
the information themselves instead of asking you for it and are very responsive when we have
questions. ESS would be an asset to you. Kris Jensen,
Public Works Director, City of Hemet
You couldn’t pick anyone better to help you get and find grant funding. A great resource that
won’t leave you hanging once the grant comes in and would guide you through the process and
be happy to answer any of your questions after the fact. Doug Erdman, Principal Civil
Engineer, City of Lake Forest
She has been very responsive and has tried to keep all staff on track by checking in and urging
us to keep the ball and direct contact with the project managers with the Green Project Reserve.
They are really on top moving. From a customer service prospective ESS has been great, and
their services are pretty affordable. ESS has a good relationship of the timeline and has been
helping to keep us all motivated. Erik Brown, Novato Sanitary District
Sudi with ESS is an expert and is extremely knowledgeable on what pieces of the process will
need to be put where, and in what order. Carefully orchestrated. Betty Burnett, General
Manager, SOCWA
If you want to get grant funding, ESS is the expert and involved in the “grant community” and has
been extremely successful. Larry Pierce, Public Works Director (former), City of Vista
We had a wish list of the things we wanted to accomplish, and ESS found the funding which
matched our goals most. ESS made it clear what we could actually apply for. ESS knows all of the
ins and outs of the application process. The rules change all of the time, and ESS is quite
knowledgeable. ESS is also very thorough in their follow through. Finding ESS has been a big plus
for the City. ESS was highly recommended to us. Rick Moreno, Facility Manager, City of San
Bernardino
2. SCOPE OF SERVICES AND SCHEDULE
Below table provides a general outline of the process and an approximate schedule for the
deliveries. However, ESS has the depth of resources to provide grant applications in more
expedited manner if needed.
Grant Application Development Process
Scope Outside Funding/On-Call Research: ESS will provide
notification and summaries of all applicable grants to City
Project
Ongoing
Scope Funding Proposal Development Developing overall grant
outline; working with appropriate Department staff and team to
determine writing assignments
Week 1-2
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Task Review grant guidelines with City staff, review project and
other relevant documentation, Identify eligibility & funding
requirements, terms, conditions, and other key parameters
Deliverable Work Plan Structure to guide meetings and receive direction if
moving forward with the grant application.
Task Request information on requiring long lead action items such
as support letters, and resolutions.
Week 1-2
Task Locate, research, and analyze data in compliance with
funders’ guidelines, including specific community information
or other specialized items
Deliverable Provide draft support letters, council reports and resolutions
Scope Provide budget guidance, prepare BCA in conformance with
grant requirements, project records and City policies
Week 2-3
Task Review project budget against grant guidelines and
information
Week 2- 3
Deliverable Draft budget information and Benefit Cost Analysis for City
review
Scope Organizing facts, data, statistics and narrative collected and
written as part of assigned projects and making those items
available to the Department
Week 2-3
Task Draft various grant application sections
Task Prepare exhibits, attachments, forms and other requirements
Task City review and finalize application materials based on input
Scope Ensuring that all required components of proposal are included
in submission, ensuring adherence to grant evaluation criteria
Week 3-4
Task Continue to draft application, use internal grant application
checklist and WPS outline to guide QA/QC
Deliverable Final application materials for review
Task City review and finalize application materials based on input Week 4-6
Task Ensure City has copies of all application materials
Deliverable Final grant application package with all attachments and
submittal confirmation
Scope Program Administration and Delivery Upon Grant
Award
Grant agreement negotiations, staff reports and resolutions Based on deadlines
Submit status reports, reimbursement requests based on
funding agency requirements
Submit status of all funding pursuits to the City Monthly
3. FEE PROPOSAL
As directed in the RFP, the Attachment 4, Fee Schedule is submitted separately.
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CERTIFICATIONS
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APPENDIX
Sudi Shoja PE, F.ASCE, Project Manager
Sudi brings more than 30 years of municipal engineering, grant and fund management
experience. She has an extensive experience in securing and managing various federal,
state and local funds, gaining successful audits in all cases. She has been responsible for
budgeting, scheduling and implementation of annual funds of over $100 million for various
agencies. Moreover, she has also held numerous leadership positions and served on
committees with regional and local government, professional associations and philanthropic
organizations to advance regional planning, transportation, policy issues and local interests.
Some of the grants she has successfully secured are: Bureau of Reclamation, FEMA and
CalOES grants, State Water Resources Control Board,
Proposition 1, 13, 68 & 84, Ground Water Grant
Program, EPA Green Project Reserve, State Revolving
Funds (SRF), Water Infrastructure Finance and
Innovation Act (WIFIA), Local tax measures, and
funding for climate change, environmental and numerous
other grants from regional agencies. She is also very
familiar with reimbursement procedures.
The following are a sample of Sudi’s success stories
since 2012:
• Successful award on all Bureau of Reclamation
grants submitted to date.
• $50 million in WIFIA funding for two projects in
2018
• The $103 million application package was
approved in record time and received no
revisions.
• Identified Green Project Reserve application for
City of Palm Springs to bring in more than $5.1
million in grant funding.
• Award of more than $39 million in GHG reduction since 2016
Selected Project Experience
Grant Writing Assistance & Administration, Wastewater Treatment Plant and
Cogeneration Projects, City of Palm Springs, CA
Responsible for coordination with state project managers to obtain approval for securing over
$32 million of funding, $5.1 million in grants for SCADA, VFD, lighting, site development and
cogeneration projects in just two applications on behalf of the City. Reimbursement for
previously expended design and equipment purchases have been added to the project
application. ESS has also been responsible for filing for all reporting, reimbursements and
monitoring Buy America, DBE and prevailing wage requirements per EPA regulations for two
successful audits by SWRCB.
As-Needed Grant Writing Services, Water and Sewer Department, City of Santa Ana, CA
Education: MS, Civil Engineering,
Purdue, 1983
Registration: Professional Engineer
CA, 42958, 1986
Affiliations:
• American Public Works
Association (APWA);
• American Society of Civil
Engineers (ASCE);
• Woman in Transportation
International (WTS);
• Construction Management
Association of America (CMAA);
• California Emergency Services
Association (CESA)
Years of Experience: 30
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Responsible for identification of grant funding opportunities, preparation of a funding strategy
that identified over $20 million in grant funding, successful grant applications and compliance-
management services for grants from for BOR, SWRCB, SAWPA for over $20 million in funding.
As-Needed Grant Writing Services, Long Beach Water Department, Long Beach, CA
Responsible for identification of grant funding opportunities, preparation of a funding strategy
and preparation successful grant applications for Bureau of Reclamation Drought Resiliency
and Water Energy Efficiency Grant Programs, and Title 16 and compliance-management
services for the Department. ESS has identified and applied for grants over 3.5 million since
2018.
As-Needed Grant Writing Services, Coachella Valley Water District, Coachella Valley, CA
Responsible for preparation of successful applications to WIFIA for funding over $50 million for
two projects. Also, prepared two successful applications for FEMA funding that were approved
by CalOES to FEMA for funding, preparation of a successful application for AMI demonstration
project from Bureau of Reclamation Funding
Grant Writing Services, Multiple Projects, City of Hemet Water Department, Hemet, CA
Responsible for preparation of grant application packages for more than $10 million in grant and
$18 million in SRF loan for Automated Water Metering, master plans. water distribution system
upgrades and sewer collection system on behalf of the City.
Storm Water & Recycling Grants, City of Downey, CA
Responsible for identification & application of successful $4 million for stormwater quality project
that and submittal of a grant application for a recycling project.
Grant Assistance Services, South Coast Water District (SCWD), Laguna Beach, CA
Project manager responsible for securing the $103 million Clean Water Act state revolving fund
loan from the State Water Resources Control Board. Coordination with state to obtain approval
in record time. Preparation loan application materials for the District’s Tunnel Rehabilitation and
Replacement Project and assisting staff with all the required resolutions and documents.
Provided on‐call grant tracking and grant writing support for the District.
Three Application Packages for Sewer Improvement Projects, City of Laguna Beach, CA
Responsible for filing applications and coordination with State project managers to obtain
approval for securing $10 million funding on behalf of the City. Projects involve upgrade of
sludge export force main, treatment facility upgrades and sewer line rehabilitation throughout
the City.
Fund Analysis and Grant Assistance, South Orange County Wastewater Authority
(SOCWA), CA
Responsible for review of overall engineering projects and financing alternatives and establish
funding mechanism to apply for SRF funding on behalf of interested member agencies.
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John Robinson, PE, F.ASCE
Mr. Robinson has more than 25 years of experience in
engineering, construction management, project
leadership/project management, operational/fiscal
management and market sector strategy development
focused most recently on recycled water programs and
infrastructure. Mr. Robinson’s experience encompasses a
variety of wastewater engineering, water reclamation and
planning projects. The clients he has provided services to are
mostly municipalities and cities in Southern California and
Arizona.
Mr. Robinson provides technical direction and project oversight
for the development of public infrastructure that includes
pipelines, pumping stations, reservoirs, hydraulic structures,
recharge basins, and wells. His technical expertise ranges
from master planning and program management to final design
and construction implementation. As a project manager, he
has on numerous occasions successfully led my project teams
to complete the work within the project budgets and time
schedules and with a high degree of responsiveness to the
clients.
Relevant Experience
Strengths include client and project management, development of strategic marketing
plans/business development, leadership of staff, staff mentorship and guidance, verbal/written
communications along with fiscal analysis and financial management.
City of Long Beach Grant Writing Services, Long Beach, Ca - John has been working with
ESS on developing funding strategies and grant applications as needed that included
Reclamation, SWRCB, and Title XVI.
Water Replenishment District, Los Angeles, CA - John has been assisting ESS on
developing funding strategies for the new Reclamation – Title XVI PFAS treatment funding.
Chino Basin Water Conservation District, Chino, CA – John has been working with ESS and
has been responsible for funding over $1 million for District’s key project.
Central Municipal Basin Water District, CA – As the District’s Engineer, John has been
leading ESS’s efforts for developing a funding strategy and preparation of funding applications.
Easter Municipal Water District - John has been leading ESS’s efforts for preparation of a
SRF application on behalf of the District.
Recycled Water Master Plan – City of Santa Ana, CA - John was a team member for
preparation of the RWMP that was partially funded by SWRCB.
Whittier Narrows Water Recycling Project Phase IIA-Pipeline and Pump Station
Project Manager responsible for the expansion of the Upper San Gabriel Valley Municipal Water
District’s recycled water system. The facilities for the project include a pump station and
EDUCATION:
B.S., Civil Engineering,
California State University,
Long Beach, 1993
REGISTRATION:
Engineering-in-Training,
California, Registration No.
109865, 1997
Professional Engineer – CA
(pending)
PROFESSIONAL
AFFILIATIONS:
American Society of Civil
Engineers
California Water Environment
Association – Los Angeles
Basin Section
Orange County Water
Association
Water Environmental
Federation
WateReuse Association –
Inland Empire and Los
Angeles Chapters
Proposal to Provide Water, Sewer, and Public Works Grant Writing Services
34
reservoir at the County Sanitation Districts of Los Angeles County Whittier Narrows Water
Reclamation Plant and approximately 18,000 linear feet of pipeline.
City of Industry Water Recycling Project Phase IIB-Pipeline, Reservoirs and Pump Station
Project Manager responsible for the expansion of the Upper San Gabriel Valley Municipal Water
District’s recycled water system. The facilities for the project include a two pump station, two
reservoirs in the City of West Covina and 24,000 linear feet of pipeline.
City of Industry- Recycled Water Pump Station No. 1
Senior Manager responsible for the preliminary design expansion of the Recycled Water Pump
Station No. 1 located at San Jose Creek Water Reclamation Plant. The facilities included
hydraulic modeling, structural, electrical and civil/mechanical improvements.
Terminal Island Treatment Plant Evaluation, City of Los Angeles Bureau of Engineering
Project Engineer responsible for the evaluation of the viability of operation of the Terminal
Island Treatment Plant. Recycled water evaluation leader with the project including conducting
a series of public workshops with interested stakeholders to evaluate the TITP facility with
regards to costs, operation, and long-term compliance with future treatment options and
permitting requirements.
Program Management, San Jose Creek Water Reclamation Facility Feasibility Report,
Upper San Gabriel Valley Municipal Water District Project Manager responsible for the
evaluation of multiple technologies, including microfiltration, reverse osmosis, and UV for
further treatment of Title 22 recycled water for discharge to the San Gabriel River. The advance
wastewater treatment evaluation including evaluation of pollution prevention program and
layout of a 12-MGD facility on limited space at the San Jose Water Reclamation Facility.
RP-1 Modifications, Inland Empire Utilities Agency Responsible for the RP-1 Dechlorination
and Solids Process Upgrades Project as well as the Asset Management Project. The work
encompasses conceptual design, detailed design, specifications, drawings and office
engineering. The dechlorination station requires capacity expansion for the planned increased
in wastewater reuse. The digester gas handling facilities will be expanded to 1300 scfm for
improved hydrogen sulfide, humidity, VOC and siloxane removal. Gas handling upgrades will
also include a 20,000 cubic foot digester gas holder and ultra-low emissions gas flare. Filtrate
from the dewatering building will also be equalized for better flow management.
City of Rialto WWTP No. 5 Expansion, Chevron Energy Solution As the Principal in Charge
for the City of Rialto WWTP No. 5 Expansion which is increasing from 6 MGD to 12 MGD
including one primary, two aeration basins, two secondary and full integration with the existing
facility. Responsibilities include project management, supervision of design, client coordination,
meeting attendance.
6-Inch Export Sludge Force Main Replacement, South Coast Water District/Aliso Water
Management Association Project Engineer responsible for the design of approximately seven
miles of 6-inch primary sludge force main in an environmentally sensitive regional park and City
of Laguna Niguel Park. The design involved two creek crossings, a minor highway crossing,
interface with the existing plant facilities, civil grading, and pigging equipment modification.
Project Manager, Biosolids Strategic Plan, South Orange County Wastewater Authority,
CA Developed a biosolids management strategy utilizing current findings on disposal and
composting alternatives, including consideration of local facilities totally for SOCWA and
opportunities with other local agencies.
Proposal to Provide Water, Sewer, and Public Works Grant Writing Services
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Carlos Pineda, PE, Senior Civil Engineer
Carlos is a registered civil engineer in the State of California
with over 38 years of experience in civil engineering and
project management. He has extensive experience working for
both private and public sectors. His private sector design
experience covers a wide range of projects including
residential master planned communities and “in tract”
residential improvements. His public works design experience
covers a wide variety of projects including the improvement of
major arterials, secondary highways and collectors, flood
control and drainage projects, ADA retrofit, and safe routes to
school projects.
Relevant Experience
Trail Restoration Project, City of Huntington Beach, CA
Carlos has been responsible for successful development of a
conceptual plan for the Shipley Park trail project that met the
approval of the Parks Board members. Carlos then prepared
the application for the California Department of Parks and
Recreation
Linear Park and Trail, City of Seal Beach, CA
Responsible for development of a grant application for
development of a linear park to achieve trail connectivity that
included research and preparation of the narrative and all the
Clean CA Grant requirement for the Project.
Park Expansion Project, City of Sacramento, CA
Responsible for development of a conceptual plan and preparation of the narrative and all the
Clean CA Grant requirement for the Project.
Landscaping Restoration, City of Seal Beach, CA
Preparation of a grant application package for the median landscape retrofit for the City of Seal
Beach for conformity with Caltrans requirements and City General Plan. .
Recycling Water Projects, Central Basin Municipal Water District, CA
Responsible for preparation of 3 application packages for cities of Downey, Southgate and Bell
Gardens. Developed cost estimate and the grant application for submittal on behalf o the agency.
LOSSAN Corridor, Peer Review, Hydrology & Hydraulics, San Diego, CA
As part of RailPros Team, Carlos has been providing peer review on Civil engineering plans for
several portions of the LOSSAN Corridor project.
Metro- Metrolink Station Location Studies, Los Angeles, CA
ESS served as a sub consultant and provided site study and study the utility constraints involved.
This study included four stations and multiple alternatives for each location. The utility study
included coordination with various stakeholders such as cities, and SCE.
Education: MS, Civil Engineering –
Structures, California State University,
Long Beach
MBA, Business Administration, University
of Phoenix
BS Civil Engineering (Cum Laude), Virginia
Polytechnic & State University, Blacksburg,
Virginia
Years of Experience: 38+
Registrations:
Professional Engineer, California (38639)
LEED Accredited Professional, U.S. Green
Proposal to Provide Water, Sewer, and Public Works Grant Writing Services
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Senior Project Manager – Community Development/Transportation (Stantec)
As a Senior Project Manager he was responsible for the marketing of Engineering Services to
municipalities and other private clients such as developers, builders and architects. Responsible for
the management of Projects including close coordination with clients and with the Project team,
responsible for executing the project, producing and submitting deliverables and meeting the
budget and schedule established in the contract.
Supervised engineers in the preparation of Plans, Specifications and Estimates (PS&E) for the
construction of Civil Engineering projects, including residential subdivisions, public works projects
and community parks. Provided Quality Assurance and Quality Control for the Projects. Also,
provided clients with engineering support during the Construction Phase of the projects, including
responding to RFI’s, plan revisions, review of submittals etc.
Sample Projects:
• Butterfield Stage Road Phase III Improvements, Temecula.
• Lincoln Park ADA and Landscape Improvement Project, Pomona.
• Boys and Girls Parking Lot Improvements, San Clemente
• Camino De Los Mares Improvements, San Clemente
• Cress Street Sidewalk and Retaining Wall Improvements, Laguna Beach.
• Queda Way Drainage and Retaining Wall Improvements, Laguna Beach.
• Village Pond Park Improvements, Lake Forest
• NW Open Space Park, San Juan Capistrano
• Avella Apartments, Irvine, The Irvine Company
• Los Serranos Infrastructure Improvements -Safe Routes to Schools Program Phase 3, Chino
Hills
• Project Manager for Various CIP Projects for the City of Pomona. – Staff Augmentation
Director of Engineering (CivilSource)
As a Director of Engineer was responsible for the marketing of Engineering Services to
municipalities and other private clients. Responsible for the management of Projects including
close coordination with clients and with the Project design team, responsible for executing the
project, producing and submitting deliverables and meeting the budget and schedule
established in the contracts. Supervised engineers in the preparation of Plans, Specifications
and Estimates (PS&E) for the construction of Civil Engineering Public Works projects.
Responsible for providing quality assurance and quality control for all projects. Also, provided
clients with engineering support during the Construction Phase of the projects, including
responding to RFI’s, plan revisions, review of submittals etc. Assisted in providing civil
engineering assistance to Cities as part of Staff Augmentation, this included providing
engineering advice and plan checking for ongoing permit applications.
Sample Projects:
• Cerritos Avenue Widening Project, City of Cypress.
• SR2S Hermosa View Improvements, Hermosa Beach
• Retaining Wall Improvements – Moulton Parkway, County of Orange
• Mermaid St. Sidewalk and Retaining Wall Improvements, Laguna Beach
• Project Manager for Various Projects for the City of Laguna Woods. – Staff Augmentation
Proposal to Provide Water, Sewer, and Public Works Grant Writing Services
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Director of Engineering – Vice President of Engineering (PENCO Engineering)
As a Director and Vice President of Engineering was responsible for the marketing of our
Engineering Services to municipalities and other private clients such as developers, builders and
school districts. Responsible for the management of Projects including close coordination with
clients and with our Design Project team consisting of project manager, project engineers and
designers, responsible for the
execution of the projects, submittal of the agreed deliverables and meeting the budget and
schedule established in the Contracts.
Supervise project managers, engineers and designers in the preparation of Plans, Specifications
and Estimates for the construction of Civil Engineering projects, including residential subdivisions,
school facilities, public works projects and community parks. Provided Quality Assurance and
Quality Control for the Projects. Also, provided clients with engineering support during the
Construction Phase of the projects, including responding to RFI’s, plan revisions, review of
submittals etc.
Sample Projects:
• Village at The Park Residential Community, Camarillo, DR Horton
• Portola Parkway Infrastructure Improvements, Irvine, The Irvine Company
• Jeffrey Parkway Infrastructure Improvements, Irvine, The Irvine Company
• Citywide Sanitary Sewer Improvements Project Group 5, Lincoln Ave -between Gilbert St. and
Magnolia Ave, Anaheim
• Parking Lot Reconstruction and ADA Improvements - Carmelitos and Harbor Housing
Developments, County of LA - Community Development Commission
• Construction Technology Building and East Parking Structure, City of Los Angeles, LAUSD
• Mater Dei High School Athletic & Aquatic Complex, Santa Ana, The Austin Company
• 9th Street Span Elementary School, Quatro Design Architects, City of Los Angeles, LAUSD
Proposal to Provide Water, Sewer, and Public Works Grant Writing Services
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Tamim Atayee, PE, F.ASCE, Senior Project Manager
Mr. Atayee is a registered professional engineer with 31 years of
experience. Tamim works as a technical expert for grant applications
that involve expertise in hydraulics, hydrology, water resource
engineering, flood hazard mitigation, scour, sediment transport and
stormwater management. He is a skilled designer and a capable
manager and has authored many technical papers. Mr. Atayee is
experienced in both numerical and physical modeling of hydraulic
problems and has, amongst other things, developed hydrology and
hydraulics software used as standards in the industry. As a
subcontractor to the Western US Technical Evaluation Contractor to
FEMA, he reviewed several map revision processes, such as Letters
of Map Revisions, for projects that impacted flood hazard areas. On
the other end of the process, as the technical representative for
applicants, he successfully secured approval of several map revisions
for land developers, public agencies, and mine property owners.
Tamim’s expertise and knowledge assist us in preparation of high-
quality technical reports for grant applications that result in minimal
comments and expedited review of applications.
The following are Tamim’s experiences and skills:
• Expert in preparing FEMA related grants related to flooding
• Technical expertise that lend to writing highly qualified & credible
reports for grant applications
• Trusted expert working with various Caltrans districts GPR
application
• Extensive experience in hydraulics, hydrology, water resource
engineering, flood hazard mitigation, scour, sediment transport
and storm water management.
Relevant Work Experience
Storm Water Grants, Coachella Valley Water District, Coachella
Valley, CA
Technical expert in development of successful intent letters and grant
applications on two top priority projects for the district. Review of
District documents and recommendations and preparation of grant
sections to meet the funding goals.
FEMA Grant Applications, Coachella Valley Water District,
Coachella Valley, CA
Responsible for review of agency documents for the two regional
storm drain projects and preparation of successful phase I grant
applications. Preparation of technical sections and interpretations to
match the funding. Development of required technical documents for
the Benefit Cost analysis.
Sustainability Grants, Port of long Beach, Long Beach, CA
Responsible for preparation of technical documents and all the
necessary justifications for a sustainability grant funded by Homeland
Education
MS Civil Engineering – Water Resources, The George
Washington University
BS Civil Engineering, Old
Dominion University
Registration Professional Engineer – California, Colorado,
Virginia
Years of Experience: 31
Instructor of Excellence (2009,
2010, 2011, 2012), National
Highway Institute
Fellow (F.ASCE), American
Society of Civil Engineers (ASCE)
Distinguished Engineering
Educator, Lifelong Learning
Award, American Society of Civil
Engineers, Orange County
Branch
Outstanding Engineering
Merit Award, Orange
County Engineering Council
Outstanding Engineer of
Merit Award, American
Society of Civil Engineers,
Orange County Branch
Outstanding Civil Engineer
in Community Service,
American Society of Civil
Engineers, Los Angeles
Section
California Emergency Services
Association (CESA)
Proposal to Provide Water, Sewer, and Public Works Grant Writing Services
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Security. Review of agency documents, preparation of cost estimates, back up documents, exhibits and
other information as needed
Flood Assistance Grant Program, City of Wildomar, Wildomar, CA
Prepared Benefit Cost Analysis (BCA), technical reports, cost estimate and all back up documentation.
Otay River Bridge, San Diego, CA
provided hydrologic, hydraulic and scour engineering services to assist with the design of the new State
Route 125 Toll Road Bridge over Otay. The objective of the project was to characterize the hydraulics
and scour potential and develop countermeasures to sustain the erosive forces to which the bridge
substructure would be subjected.
Alta La Jolla Restoration, San Diego, CA
Responsible for independent assessment of the hydrologic, hydraulic and channel stability of outlet
channel of a storm drain system in the private development, Alta La Jolla in San Diego, California. The
objective of the project was to characterize the drainage and develop a concept to stabilize the eroded
outlet channel.
Caltrans Drainage Law & floodplain Issues Course Development & Delivery, CA
Responsible for development of two one-day courses and delivery to various Caltrans Districts in the
state. Class material was developed for highway designers to discuss hydrology and hydraulic &
identify issues pertaining to floodplains and effective discharge, minimize liability to public agencies
short courses for FHWA, and Caltrans
Caltrans Expert Services, San Bernardino County, CA
Provided expert witness services to the San Bernardino office of Caltrans for a successful conclusion of
the case. The area of expertise included hydrology, hydraulics and sediment transport for the flood
damage analysis of Lobecks Pass in a lawsuit case against Caltrans by Pacific Gas & Electric
Company. This project involved providing court testimony, and forensic analysis of the historical
records
Proposal to Provide Water, Sewer, and Public Works Grant Writing Services
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Chenxia Li, Federal Funding Expert
Chexnia has over 20 years of experience and an
extensive background in the capital planning process
and in developing long-range capital improvement
programs including regional and agency-wide
transportation planning. She has successfully secured
and managed various federal, state, and local funding
measures including FTA/FRA/FEMA/Caltrans, Highway
Rail Crossing Safety Account (HRCSA), Highway Safety
Improvement Program (HSIP), High Priority Projects
(HPP), Transportation community and many other
grants.
Chenxia has been responsible for performing policy and financial analyses, negotiating
agreements with FTA/FRA and other funding agencies, as well as the preparation and
presentation of reports to agency board of directors.
James is highly skilled in identifying appropriate measures, policies and procedures to comply
with federal, state, regional, and county laws, regulations, and environmental mandates.
Relevant Experience
San Bernardino GHG reduction Strategy, TIRCP 2018 Grant Application Package, San
Bernardino County Transpiration Authority, San Bernardino, CA
Responsible for development of a successful grant application package for two significant
projects in the region, meeting with CalSTA, preparation of GHG reduction and all write up.
• GHG reduction demonstration project
• Bus Rapid Transit Services
Redlands Passenger Rail Project, San Bernardino County Transpiration Authority, San
Bernardino, CA
Funding expert responsible for preparation of TIRCP, PTC and FTA grants for the $280 million
project. Facilitated meetings with grant funding agencies, prepared agendas and presentation
topics. Researched the available documents and prepared successful grant application
packages. Advised on negotiations, grant agreements, and reporting needs.
Grants Manager, San Diego North County Transit District (NCTD), Oceanside, CA
Responsible for final QA/QC during the BOR WaterSMART Drought Resiliency Projects grant
writing process and assisted with various research, mapping, and grant writing tasks in order to
submit the application promptly. Worked on 4 applications simultaneously and submitted all
applications successfully and on-time. Each application was for $2 million in federal grant
funding.
• Administered NCTD grant programs and managed grant staff. Performed
strategic, programmatic, and detailed grants management of NCTD’s federal,
state, and local grant programs.
Education: Ph.D. in Planning,
University of Southern California,
1992
Master of City Planning, University of
California at Berkeley, 1985
Bachelor of Engineering, Tongji
University, Shanghai, China 1982
Years of Experience: 22
Proposal to Provide Water, Sewer, and Public Works Grant Writing Services
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• Coordinated with the San Diego Association of Governments (SANDAG) to
forecast grant revenues for five-year capital improvement program. Developed
recommendations to assign the grant funds to the capital and planning projects.
• Worked with the Federal and State funding agencies for grant application/
amendments/closeout. Managed grant programs for requirements compliance.
• Maintained grant database using the JD Edwards system to ensure accuracy and
grant compliance.
• Prepared the required project progress reports, financial status reports, and grant
closeout reports. Ensured timely processing grant billings; reviewed the project
expenditures against the approved project scope and in compliance with federal,
state and local funding requirements; and validated appropriateness of supporting
documents and justifications.
• Developed and revised grant management procedures and the board finance
policies.
• Responsible for the SAFE schedule and the required single audit schedules.
• Prepared responses to the FTA Triennial Review and Enhanced Technical
Capacity Review.
BOR WaterSMART Water Energy and Efficiency, Santa Clarita Valley Water Agency,
Olivenhain Municipal Water District, Desert Water Agency, City of Santa Ana, San
Bernardino Municipal Water District
Responsible for final QA/QC during the BOR WaterSMART Water Energy and Efficiency grant
writing process and assisted with various research, mapping, and grant writing tasks in order to
submit the applications fully and promptly. He worked on 6 applications simultaneously for this
opportunity. Each application applied for $500,000 federal grant funding.
Grants and Strategic Development Planner, Southern California Regional Rail Authority
(SCRRA)
• Coordinated with FTA/FRA/FEMA/Caltrans on the grant administration, led
FRA/Caltrans quarterly reviews, analyzed federal and state transportation policies
and funding programs, and communicated with staffers on grant issues.
• Worked with Engineering Department and Program Management Office on the
programmatic issues pertaining to the capital rehabilitation and improvement
projects, and prepared grant applications by closely working with the
stakeholders. Participated in monthly project managers’ meetings, worked with all
necessary parties to ensure implementation of grant- funded projects in
compliance with the grant requirements and grant contract provisions.
• Administered federal and state grants; prepared the grant fact sheets to
disseminate grant information; tracked contract commitments and expenditures;
prepared project progress and financial reports; responded to the grantors’
inquiries concerning grant compliance issues; performed the grant closeouts; and
responded to the audit requests.
• Tracked grant balances; reviewed proposed changes to the project scope to
ensure consistency with the funding agreements; reviewed and validated the
eligibility of project budget reallocations by fund source and by project; and
ensured the grant records being updated with a documented audit trail.
Proposal to Provide Water, Sewer, and Public Works Grant Writing Services
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• Performed timely and comprehensive analysis of capital budget versus actual
expenditures at the project level and program level, and performed monthly,
quarterly, and year-end reconciliations.
• Maintained detailed grant records on all capital projects to ensure accuracy and
integrity of the accounting records in the Oracle Financial System and reconciled
the grant records.
• Participated in various cross-functional meetings and task forces within the
agency to address capital budgeting, financial analysis, allocation initiatives, and
other funding and capital activities.
Senior Capital Planning Specialist, Alameda-Contra Costa Transit District, CA
• Worked with project managers to develop project scope, budget, financial plan,
and delivery schedule to ensure the award of grants; prepared environmental
documents for categorical exemptions; and managed the grants by closely
working with the funding agencies to ensure implementation in compliance with
the grant requirements and the government regulations.
• Led agency’s capital planning process and developed long-range capital
improvement programs (Regional Transportation Plan, county’s State
Transportation Improvement Program, Countywide Transportation Plan and
Measure B Reauthorization Expenditure Plan) and short-range capital plans.
• Administered agency’s federal grant programs (2006-2011) and state grant
programs (1995-2010); developed grant proposals, prepared grant applications,
coordinated with the funding agencies to expedite award of grants; and
performed post- award grant management.
• Communicated regularly with the agency Board of Directors and Executive Staff
regarding funding issues, prepared and presented reports and Board items, and
performed policy and financial analyses at the request of the Board Directors and
General Manager.
• Provided fiscal oversight of the grant implementation, set up grants in the
PeopleSoft Financial System, tracked funding commitments, reviewed and
validated requisitions, monitored grant expenditures and balances at project level
and in aggregate to ensure grant implementation on budget and on schedule,
prepared project progress reports and financial reports.
• Coordinated the FTA audits, led FEMA/CalEMA performance reviews and Air
District‘s grant audits, and responded to the audit requests for grant information
(CAFR and single audit).
Proposal to Provide Water, Sewer, and Public Works Grant Writing Services
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James Klueber, Analyst
James started his career as an analyst specializing in
various water resource investments and is very familiar
with Californian water law, water systems,
federal/state/local management plans, and water
infrastructure. He is a team player and brings his can-do attitude to work every day. Currently,
his primary role at ESS is to provide grant compliance monitoring, QA/QC support for all grant
applications and funding opportunities. His work ethics coupled with his passion for helping build
stronger communities is demonstrated in his work and aligns with our ideals and qualities at
ESS.
James is highly skilled in identifying appropriate measures, policies and procedures to comply
with federal, state, regional, and county laws, regulations, and environmental mandates.
Relevant Experience
Clean Water State Revolving Fund – Cities of Sacramento and Carlsbad, Valley Sanitary
District, CA James has been working on submitting CWSRF applications to upgrade various
components of wastewater treatment systems ranging from $4.5 to $35 million projects.
Local Partnership Program (LPP) Grant, City of Carlsbad and Long Beach, CA
Responsible for final QA/QC during the LPP grant writing process and assisted with various
research, mapping, and other tasks in order to submit the application fully and promptly.
FEMA/CalOES Grant Applications, Cities of Pasadena, Sacramento, Belvedere,
Oceanside, CA
Responsible for preparation of supporting documentation and estimates for a variety of projects
including seismic retrofit of Dam structures, City Hall and parking structure, bridge, reservoirs,
and a sea wall project that met the approval of CalOES.
Grant Compliance – City of Santa Ana, CA
Responsible for compliance of multiple projects with multiple sources of funding, preparation of
progress reports and reimbursement forms.
BOR WaterSMART Drought Resiliency Grant, Long Beach Water Department, Santa
Clarita Valley Water Agency, City of Santa Ana, City of Sacramento, CA
Responsible for final QA/QC during the BOR WaterSMART Drought Resiliency Projects grant
writing process and assisted with various research, mapping, and grant writing tasks in order to
submit the application promptly. Worked on 4 applications simultaneously and submitted all
applications successfully and on-time. Each application was for $2 million in federal grant
funding.
BOR WaterSMART Water Energy and Efficiency, Santa Clarita Valley Water Agency,
Olivenhain Municipal Water District, Desert Water Agency, City of Santa Ana, San
Bernardino Municipal Water District
Responsible for final QA/QC during the BOR WaterSMART Water Energy and Efficiency grant
writing process and assisted with various research, mapping, and grant writing tasks in order to
submit the applications fully and promptly. He worked on 6 applications simultaneously for this
opportunity. Each application applied for $500,000 federal grant funding.
Education: BS, Environmental Economics
& Policy, U.C. Berkeley, CA
Years of Experience: 2
EXHIBIT C
City of Santa Ana
Proposal to Provide:
Water, Sewer, and Public Works Grant Writing
Services
FEE PROPOSAL
July 25, 2022
Submitted by
Engineering Solutions Services, Inc.
23232 Peralta Drive, Suite 112
Laguna Hills, CA 92653
(949) 797-6055
1
AGREEMENT WITH MNS ENGINEERS TO PROVIDE ON CALL GRANT WRITING
SERVICES
THIS AGREEMENT is made and entered into this 20th day of September 2022 by and between MNS
Engineers, Inc., a California corporation (“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
(“City”).
RECITALS
A. On June 29, 2022, the City issued Request for Proposal No. 22-064, by which it sought a
consultant having special skill and knowledge in the field of Water, Sewer and Public
Works grant writing services.
B. Consultant submitted a responsive proposal that was among those selected by the City.
Consultant represents that it is able and willing to provide the services described in the
scope of work that was included in RFP No. 22-064.
C. 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 contracting 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 perform the tasks and obligations including all labor, materials, tools, equipment,
and incidental customary work required to fully and adequately complete the services described in RFP
No. 22-064, which is attached as Exhibit A, and as more specifically delineated in Consultant’s proposal,
which is attached as Exhibit B and incorporated in full.
2. COMPENSATION
a. City agrees to pay, and Consultant agrees to accept as total payment for its services under
this Agreement, the rates and charges identified in Exhibit C. Consultant is one of three
(3) consultants selected to provide grant writing services on an on-call basis under RFP 22-
064. The total compensation for these services provided by all such contracts selected
under RFP 22-064 shall not exceed the shared aggregate amount of Two Million, Three
Hundred Seventy-Five Thousand Dollars and Zero Cents ($2,375,000) during the term of
the Agreement, including any extension periods.
b. Payment by City shall be made within forty-five (45) days following receipt of proper
invoice evidencing work performed, subject to City accounting procedures. Payment need
not be made for work that fails to meet the standards of performance set forth in the Recitals
2
and Scope of Work, which may reasonably be expected by City.
3. TERM
This Agreement shall commence on the date first written above and terminate on September 19,
2025, unless terminated earlier in accordance with Section 17, below. The term of this Agreement may
be extended for one (1) two-year period upon a writing executed by the City Manager and City Attorney.
4. PREVAILING WAGES
Consultant is aware of the requirements of California Labor Code Section 1720, et seq., and 1770,
et seq., as well as California Code of Regulations, Title 8, Section 16000, et seq., (“Prevailing Wage
Laws”), which require the payment of prevailing wage rates and the performance of other requirements
on “public works” and “maintenance” projects. If the services being performed are part of an applicable
“public works” or “maintenance” project, as defined by the Prevailing Wage Laws, and the total
compensation is $1,000 or more, Consultant agrees to fully comply with such Prevailing Wage Laws.
Consultant shall defend, indemnify and hold the City, its elected officials, officers, employees and agents
free and harmless from any claim or liability arising out of any failure or alleged failure to comply with
the Prevailing Wage Laws.
5. INDEPENDENT CONSULTANT
Consultant shall, during the entire term of this Agreement, be construed to be an independent
consultant 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. OWNERSHIP OF MATERIALS
This Agreement creates a non-exclusive and perpetual license for City to copy, use, modify, reuse,
or sublicense any and all copyrights, designs, and other intellectual property embodied in plans,
specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any
tangible medium of expression, including but not limited to, physical drawings or data magnetically or
otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant
under this Agreement (“Documents & Data”). Consultant shall require all subconsultants to agree in
writing that City is granted a non-exclusive and perpetual license for any Documents & Data the
subconsultant prepares under this Agreement. Consultant represents and warrants that Consultant has the
legal right to license any and all Documents & Data. Consultant makes no such representation and
warranty in regard to Documents & Data which were provided to Consultant by the City. City shall not
be limited in any way in its use of the Documents and Data at any time, provided that any such use not
within the purposes intended by this Agreement shall be at City’s sole risk.
3
7. 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. Minimum Scope and Limit of Insurance
1. Commercial General Liability (CGL): Insurance Services Office Form
CG 00 01 covering CGL on an “occurrence” basis, including products and
completed operations, property damage, bodily injury and personal &
advertising injury with limits no less than $1,000,000 per occurrence. If a
general aggregate limit applies, either the general aggregate limit shall apply
separately to this project/location (ISO CG 25 03 or 25 04) or the general
aggregate limit shall be twice the required occurrence limit.
2. Automobile Liability: ISO Form Number CA 00 01 covering any auto
(Code 1), or if Consultant has no owned autos, hired, (Code 8) and non-
owned autos (Code 9), with a limit no less than $1,000,000 per accident for
bodily injury and property damage.
3. Workers’ Compensation: as required by the State of California, with
Statutory Limits, and Employer’s Liability Insurance with limit of no less
than $1,000,000 per accident for bodily injury or disease.
4. Professional Liability: if Consultant is or employs a licensed professional
such as an architect or engineer: Professional liability (errors and omissions)
insurance, with a combined single limit of not less than $1,000,000 per
claim with $2,000,000 in the aggregate.
5. Broader Coverage: if the Consultant maintains broader coverage and/or
higher limits than the minimums shown above, the City requires and shall
be entitled to the broader coverage and/or the higher limits maintained by
the Consultant. Any available insurance proceeds in excess of the specified
minimum limits of insurance and coverage shall be available to the City.
b. Other Insurance Provisions
1. Additional Insured Status: The City, its officers, officials, employees, and
volunteers are to be covered as additional insureds on the CGL policy with
respect to liability arising out of work or operations performed by or on
behalf of the Consultant including materials, parts, or equipment furnished
in connection with such work or operations. General liability coverage can
be provided in the form of an endorsement to the Consultant’s insurance (at
least as broad as ISO Form CG 20 10 11 85 or if not available, through the
addition of both CG 20 10, CG 20 26, CG 20 33, or CG 20 38; and CG 20
37 if a later edition is used).
4
2. Primary Coverage: For any claims related to this contract, the Consultant’s
insurance coverage shall be primary coverage at least as broad as ISO CG
20 01 04 13 as respects the City, its officers, officials, employees, and
volunteers. Any insurance or self-insurance maintained by the City, its
officers, officials, employees, or volunteers shall be excess of the
Consultant’s insurance and shall not contribute with it.
3. Notice of Cancellation: Each insurance policy required above shall provide
that coverage shall not be canceled, except with notice to the City.
4. Waiver of Subrogation: Consultant hereby grants to City a waiver of any
right to subrogation that any insurer of said Consultant may acquire against
the City by virtue of the payment of any loss under such insurance.
Consultant agrees to obtain any endorsement that may be necessary to affect
this waiver of subrogation, but this provision applies regardless of whether
or not the City has received a waiver of subrogation endorsement from the
insurer.
5. Self-Insured Retentions: Self-insured retentions must be declared to and
approved by the City. The City may require the Consultant to purchase
coverage with a lower retention or provide proof of ability to pay losses and
related investigations, claim administration, and defense expenses within
the retention. The policy language shall provide, or be endorsed to provide,
that the self-insured retention may be satisfied by either the named insured
or City.
6. Acceptability of Insurers: Insurance is to be placed with insurers
authorized to conduct business in the state with a current A.M. Best’s rating
of no less than A:VII, unless otherwise acceptable to the City.
7. Claims Made Policies (applicable only to professional liability):
1. The Retroactive Date must be shown, and must be before the date of
the contract or the beginning of contract work.
2. Insurance must be maintained and evidence of insurance must be
provided for at least five (5) years after completion of the contract
of work.
3. If coverage is canceled or non-renewed, and not replaced with
another claims-made policy form with a Retroactive Date prior to
the contract effective date, the Consultant must purchase “extended
reporting” coverage for a minimum of five (5) years after completion
of work.
5
8. Verification of Coverage: Consultant shall furnish the City with original
Certificates of Insurance including all required amendatory endorsements
(or copies of the applicable policy language effecting coverage required by
this clause) and a copy of the Declarations and Endorsement Page of the
CGL policy listing all policy endorsements to City before work begins.
However, failure to obtain the required documents prior to the work
beginning shall not waive the Consultant’s obligation to provide them.
The City reserves the right to require complete, certified copies of all required
insurance policies, including endorsements required by these specifications,
at any time.
9. Subcontractors: Consultant shall require and verify that all subcontractors
maintain insurance meeting all the requirements stated herein, and
Consultant shall ensure that City is an additional insured on insurance
required from subcontractors.
10. Special Risks or Circumstances: City reserves the right to modify these
requirements, including limits, based on the nature of the risk, prior
experience, insurer, coverage, or other special circumstances.
8. INDEMNIFICATION
Consultant agrees to defend, and shall indemnify and hold harmless the City, its officers, agents,
employees, consultants, special counsel, and representatives from liability: (1) for personal injury,
damages, just compensation, restitution, judicial or equitable relief arising out of claims for personal
injury, including death, and claims for property damage, which may arise from the negligent operations
of the Consultant or its subconsultants, agents, employees, or other persons acting on their behalf which
relates to the services described in section 1 of this Agreement; and (2) from any claim that personal
injury, damages, just compensation, restitution, judicial or equitable relief is due by reason of the terms
of or effects arising from this Agreement. This indemnity and hold harmless agreement applies to all
claims for damages, just compensation, restitution, judicial or equitable relief suffered, or alleged to have
been suffered, by reason of the events referred to in this Section or by reason of the terms of, or effects,
arising from this Agreement. The Consultant further agrees to indemnify, hold harmless, and pay all costs
for the defense of the City, including fees and costs for special counsel to be selected by the City, regarding
any action by a third party challenging the validity of this Agreement, or asserting that personal injury,
damages, just compensation, restitution, judicial or equitable relief due to personal or property rights arises
by reason of the terms of, or effects arising from this Agreement. City may make all reasonable decisions
with respect to its representation in any legal proceeding. Notwithstanding the foregoing, to the extent
Consultant’s services are subject to Civil Code Section 2782.8, as amended effective 1/1/2018, the above
indemnity shall be limited, to the extent required by Civil Code Section 2782.8, as amended effective
1/1/2018, to claims that arise of, pertain to, or relate to the negligence, recklessness, or willful misconduct
of the Consultant.
6
9. INTELLECTUAL PROPERTY INDEMNIFICATION
Consultant shall defend, indemnify and hold harmless the City, its officers, agents, representatives,
and employees against any and all liability, including costs, and reasonable attorney’s fees, for
infringement of any United States’ letters patent, trademark, or copyright contained in the work product
or documents provided by Consultant to the City pursuant to this Agreement.
10. RECORDS
Consultant shall keep records and invoices in connection with the work to be performed
under this Agreement. Consultant shall maintain complete and accurate records with respect to the costs
incurred under this Agreement and any services, expenditures, and disbursements charged to the City for
a minimum period of three (3) years, or for any longer period required by law, from the date of final
payment to Consultant under this Agreement. All such records and invoices shall be clearly identifiable.
Consultant shall allow a representative of the City to examine, audit, and make transcripts or copies of
such records and any other documents created pursuant to this Agreement during regular business hours.
Consultant shall allow inspection of all work, data, documents, proceedings, and activities related to this
Agreement for a period of three (3) years from the date of final payment to Consultant under this
Agreement.
11. 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.
12. CONFLICT OF INTEREST CLAUSE
Consultant covenants that it presently has no interest and shall not have interests, direct or indirect,
which would conflict in any manner with performance of services specified under this Agreement.
13. 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 mail, postage prepaid, or sent by fax or other telegraphic communication in the manner provided
7
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
Executive Director
Public Works Agency
City of Santa Ana
20 Civic Center Plaza (M-21)
P.O. Box 1988
Santa Ana, CA 92702
To Consultant: MNS Engineers, Inc.
Attn: Jeff Edwards, Vice President
100 E. Thousand Oaks Boulevard, Suite 105
Thousand Oaks, CA 91360
(805) 648-4840
jedwards@mnsengineers.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
fax, 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 timeframes, weekends, federal, state, County or City holidays
shall be excluded.
14. EXCLUSIVITY AND AMENDMENT
This Agreement represents the complete and exclusive statement between the City and
Consultant regarding the subject matter herein, 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, the terms and conditions hereof, shall not bind or obligate Consultant or 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.
8
15. 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.
16. WAIVER
No waiver of breach, failure of any condition, or any right or remedy contained in or granted by
the provisions of this Agreement shall be effective unless it is in writing and signed by the party waiving
the breach, failure, right or remedy. No waiver of any breach, failure or right, or remedy shall be deemed
a waiver of any other breach, failure, right or remedy, whether or not similar, nor shall any waiver
constitute a continuing waiver unless the writing so specifies.
17. TERMINATION
This Agreement may be terminated by the City upon thirty (30) days written notice of termination.
In such event, 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 Executive Director 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 which fails to meet the standard of performance
specified in the Recitals of this Agreement.
18. NON-DISCRIMINATION
Consultant shall not discriminate because of race, color, creed, religion, sex, marital status,
sexual orientation, gender identity, gender expression, gender, medical conditions, genetic information,
or military and veteran status, age, national origin, ancestry, or disability, as defined and prohibited by
applicable law, in the recruitment, selection, teaching, training, utilization, promotion, termination or
other employment related activities or any services provided under this Agreement. Consultant affirms
that it is an equal opportunity employer and shall comply with all applicable federal, state and local laws
and regulations.
19. 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,
9
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.
20.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.
21.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.
c.In the event of any conflict or inconsistency between the terms and conditions in this
Agreement and any terms or conditions set forth in any Exhibit, purchase order, or other
document relating to the transactions contemplated by this Agreement, the terms and
conditions set forth in this Agreement shall prevail.
IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first above
written.
ATTEST: CITY OF SANTA ANA
________________________ _________________________
Kristine Ridge
Clerk of the Council City Manager
APPROVED AS TO FORM CONSULTANT
SONIA R. CARVALHO
City Attorney
By: _____________________ ____________________________
Brandon Salvatierra Name:
Deputy City Attorney Title:
[signatures continued on next page]
10
RECOMMENDED FOR APPROVAL
____________________________
Nabil Saba, P.E.
Executive Director
Public Works Agency
EXHIBIT A
City of Santa Ana RFP 22-064
Page 11
Appendix
ATTACHMENT 1
SCOPE OF WORK
CITY OF SANTA ANA
REQUEST FOR PROPOSALS
FOR
WATER, SEWER AND PUBLIC WORKS PROGRAMS GRANT WRITING SERVICES
RFP NO.: 22-064
Introduction and Background:
The City of Santa Ana is located in the County of Orange in Southern California. The City
encompasses 27.5 square miles and a population of over 335,000 people.
The City of Santa Ana Public Works Agency is soliciting proposals from professional firms for
grant writing services. The primary emphasis will be seeking grant related funds for Water and
Sewer programs all other programs will be secondary.
In the past the City has utilized professional grant writing consulting firms on as needed basis to
meet the goals and objectives of the City. The goals of this proposal for consulting services are
to identify areas of funding needs, grant research and funding, development, and grant program
administration and delivery to the City’s Public Works Agency.
In summary, the City of Santa Ana is soliciting proposals from qualified firms to provide grant
writing services. This request for proposal (RFP) provides interested qualified firms with the
information enabling them to submit a Service Bid Proposal and to provide the services described
herein.
Description of Work:
The Consultant/s will seek funding opportunities primarily for water and sewer programs,
secondarily for all other programs with an emphasis on securing funds for capital projects. The
selected consultants are expected to search for relevant grant opportunities and inform the City
of their applicability. When relevant grant opportunities are identified and approval to proceed is
granted by City, the consulting firm shall prepare the necessary grant application documents and
submit grant applications on behalf of the City for approval or fully support the City in applying.
All the work shall be coordinated with Public Works Agency personnel. The successful firm(s)
shall have experience in grant writing, grant program development and administration for Federal,
State, and Local entities including and not limited to:
• US Department of Commerce-Economic Development Administration (Public
Works and EAA programs)
• US Department of Housing and Urban Development (CDBG)
• US Department of Interior-Bureau of Reclamation
• California Department of Water Resources
City of Santa Ana RFP 22-064
Page 12
• California Water Quality Control Board
• California Water Resources Control Board
• Air Quality Management District (AQMD)
• Mobile Source Air Pollution Reduction Review Committee (MSRC)
• State of California Department of Parks and Recreation; various programs and
Bond Acts (Office of Grants and Local Services OGALS)
• State of California Natural Resources Agency
• State of California Coastal Conservancy
The funding sought is intended to support contemplated programs for, among other things:
• Recycled water
• Infrastructure replacement
• Automated Metering Infrastructure
• Green infrastructure/solar panels
• Conservation/outreach enhancements
• Sewer septic tank removals/conversions
• Alternative (RNG/CNG/Propane) fuel vehicles/infrastructure
• EV charger infrastructure
• Park Land Acquisitions
• Park Development (Capital Improvements)
• Park Deferred Maintenance Projects
The following are typical service and or items that the successful Consultant(s) will be required
to provide for the City of Santa Ana.
Funding Needs Analysis – Conduct current funding priority needs analysis and identify new
priority areas for funding in conjunction with Staff.
Outside Funding/On-Call Research – Conduct research and identify third-party funding sources
that support the Public Works Agency, funding needs and priorities. This scope includes
researching grant opportunities independently as well as any identified by the City.
Funding Proposal Development – Provide proposal writing associated with funding applications
on behalf of the City of Santa Ana, including the preparation of funding abstracts, production and
submittal of applications to funding sources. The City understands that many applications require
technical details,. City staff will provide technical data as necessary but it is expected that the
consultant(s) will perform the majority of work required to generate funding applications. Once
applications are finalized, consultant will provide a copy of each application package for funding
to the City prior to submittal and review the package with City staff.
Program Administration and Delivery – The Consultant(s) will be required to provide grant
administration and coordination services as part of this proposal including, but not limited to,
coordinating with City staff to provide expenditure reports and submit reimbursement requests,
preparing Resolutions and Staff Reports for City Council consideration, coordinating with funding
sources’ staff, and submitting periodic status update reports to City.
City of Santa Ana RFP 22-064
Page 13
On a monthly basis, the Consultant(s) shall provide the City summaries of potential funding
opportunities. The summaries shall include, but not limited to the name of the funding agency,
due dates for applications, eligibility, and program summary and funding level available.
City Responsibilities:
The City will provide information in its possession relevant to the preparation of the required
information in the RFP. Availability of staff time to assist with the preparation of grant application
documents is limited. Selected consultant is expected to perform a substantial amount of
research and data gathering independently. City staff will provide system information and data
as available in an effort to develop the best grant application package possible.
EXHIBIT B
July 25, 2022
MNS ENGINEERS, INC. | 100 E. Thousand Oaks Boulevard, Suite 105 | Thousand Oaks, CA 91360 | 805.648.4840 Office | mnsengineers.com
CISNA.220311
Water, Sewer, and Public
Works Grant Writing Services,
RFP No. 22-064
PROPOSAL TO PROVIDE
CITY OF
SANTA ANA
> CIVIL ENGINEERING > CONSTRUCTION MANAGEMENT > LAND SURVEYING
RE:Water, Sewer, and Public Works Grant Writing Services
RFP No. 22-064
Dear Ms. Reyes:
Thank you for the opportunity to submit this proposal to provide Water,
Sewer, and Public Works Grant Writing Services for the City of Santa
Ana (City). We have reviewed and based our response on the details
provided in the Request for Proposal (RFP) and posted Questions and
Answers. MNS Engineers, Inc. (MNS) provides quality infrastructure
consultant services to the water resources, transportation, federal, and
government services markets throughout California.
Grant writing success at MNS has been growing steadily along with
a greater pool of diverse expert resources since the inception of a
grant writing practice in 2015. Our resources are knowledgeable in
the following categories: parks and recreation, energy efficiency/
sustainability, active transportation, economic development,
transportation and traffic, public facilities, water resources, and air
quality. Our particular strength in grant writing is preparing applications
that require engineering, scientific, and technical expertise. Our grant
writers are exceptionally capable of handling any topical material as
they are highly adaptable, critical, and analytical thinkers.
The MNS grant writing team has successfully secured over $270M
in grants to support various water resources, transportation, and
environmental project needs.
MNS has assembled the most qualified and experienced professional
team to successfully serve under this contract. Leading the MNS team
is Principal Project Manager, Greg Jaquez, PE, who will be the primary
point-of-contact for this contract. Greg will be responsible for working
directly with the City staff to ensure the MNS staff possesses the expertise
specific to the task or project at hand, resulting in providing the City with
the best team. He has over 35 years of experience in the civil engineering
industry ranging from transportation planning, bikeway and pedestrian
facility planning and project management, public infrastructure
coordination with railroads, traffic engineering and community traffic
City of Santa Ana
Attention: Kathia Reyes
Public Works Agency
220 S. Daisy Street, 1st Floor Reception, Administration Building
Santa Ana, CA 92703
July 22, 2022 MNS
DETAILS
Legal Name
MNS Engineers, Inc.
Firm Ownership Type
C-Corporation
Year Firm Established
1962
California Department of
Industrial Relations (DIR)
No. 1000003564
Corporate Office
201 N. Calle Cesar Chavez,
Suite 300
Santa Barbara, CA 93103
805.692.6921 Office
805.692.6931 Fax
www.mnsengineers.com
Local Office
100 E. Thousand Oaks
Boulevard, Suite 105
Thousand Oaks, CA 91360
805.648.4840 Office/Faxwww.
mnsengineers.com
Project Contact
Greg Jaquez, PE, Principal
Project Manager/Grant Writing
Manager
323.797.1498 Mobile
gjaquez@mnsengineers.com
Authorized Signature
Jeff Edwards, Vice President
805.331.4848 Mobile
jedwards@mnsengineers.com
Acknowledgments
MNS acknowledges the receipt
of Addendum No. 1, issued July
19, 2022.
Agreement Terms
MNS has reviewed the
Standard Agreement,
Attachment 2, and provided
comments in Appendix C.
> CIVIL ENGINEERING > CONSTRUCTION MANAGEMENT > LAND SURVEYING
calming, stormwater management planning, water resources policy,
legislative management, grants management, and legislative advocacy.
Greg will be supported by key MNS team members, Dr. Monica
Killen, PhD, Senior Grant Writer and Beth Reineke, Grant Writer/Water
Resources Specialist.
MNS is proud of the level of grant writing services we provide to public
agencies. We look forward to the opportunity to continue working with
the City of Santa Ana and support your community improvement needs.
Please contact our Principal Project Manager/Grant Writing Manager,
Greg Jaquez, PE, at 323.797.1498 or gjaquez@mnsengineers.com with
any questions you may have about our qualifications. Thank you for
your consideration.
Sincerely,
MNS Engineers, Inc.
Jeff Edwards, Vice President
CL.3CONTENTS
Section 1. Understanding of Need 1
Section 2. Firm and Team Experience 2
Section 3. Relevant Experience 8
Section 4. References 14
Section 5. Scope of Work 15
Appendix A. Required Forms and Certifications A-1
Appendix B. Resumes B-1
Appendix C. Standard Agreement C-1
Contents0
1SECTION 1. UNDERSTANDING OF NEED
PROJECT
UNDERSTANDING
Our Principal Project Manager/
Grant Writing Manager, Greg
Jaquez, PE, is intimately familiar
with the water resources policies
and practices in California. Greg’s
in-depth knowledge comes from
having served in high-level staff
positions in Los Angeles County
where he developed expert-
level understanding of state and
regional water policy. This also
includes extensive participation
in and interaction with Integrated
Water Management (IRWM)
regions around the state, including
the Santa Ana River Watershed
IRWM Regional Water Management
Group administered by the Santa
Ana Watershed Project Authority
(SAWPA). This kind of familiarity
provides the foundational basis
for understanding the mission,
ongoing needs, and future of the
City of Santa Ana (City).
The City has a complex portfolio
of water supply sources including
groundwater, imported water, and recycled
water with imported water supplied by
the Metropolitan Water District of Southern
California (Metropolitan) and recycled
water supplied by Orange County Water
District. The City’s Metropolitan membership
also affords the City with access to funding
programs provided by Metropolitan. The City’s
groundwater resources are drawn from the
Orange County Basin. Santa Ana is the second
most populated city in Orange County with a
total population over 330,000 with over 45,000
water service connections, 510 miles of water
mains, and 450 miles of sewer mains.
Further understanding of the City’s water
resources background is based on its own
policy documents including, but not limited to:
• Water Master Plan
• 2020 Urban Water Management Plan
• Capital Improvement Program
• Sewer Master Plan
• City of Santa Ana Hazard Mitigation Plan
• City of Santa Ana Climate Action Plan
• State Water Resources Control Board
(SWRCB) Emergency Water Conservation
Regulation
• City General Plan
Section 1. Understanding of Need1
2SECTION 2. FIRM AND TEAM EXPERIENCE
Company Background
and References
MNS Engineers, Inc. (MNS)
Firm Type C-Corporation established
in 1962
DIR No. 1000003564
Point of Contact
Greg Jaquez, Principal
Project Manager/Grant
Writing Manager
323.484.5737 | gjaquez@
mnsengineers.com
Established in 1962, MNS provides
quality infrastructure consulting
services to the transportation,
water resources, and government
service markets throughout
California. We specialize in the
core services of civil engineering,
construction management and
inspection, land surveying, and
specialty municipal services such
as grant writing. We understand
the technical, environmental,
and regulatory aspects that
may be required for this on-call
contract. We are experienced and
knowledgeable with utility and
multi-agency coordination.
Firm Expertise
Grant Writing
Our grant writing team includes staff with
PhD credentials, licensed civil engineers, and
experts in their field. In addition to our Principal
Project Manager, our senior team members
are efficient and effective project managers in
their own right, capable of managing multiple
projects at a time. The MNS grant writing team
possesses an expert-level ability to support
clients beyond grant writing tasks by providing
planning, engineering, and economic analysis
support, when needed, to conduct special
studies and develop project concepts. MNS
provides grant writing services in the following
areas:
• Water Supply
• Natural Resources
• Wastewater/Recycled Water
• Environmental Sustainability
• Infrastructure Improvements
• Community Development
• Parks and Recreation
• Disaster Relief
• Economic Development
• Emergency Preparedness and Hazard
Mitigation
Section 2. Firm and Team Experience2
3SECTION 2. FIRM AND TEAM EXPERIENCE
• Environmental Sustainability
• Transportation
MNS understands the potential grant
successes can have for the City. Strategic
pursuits of certain types of grants can have
a transformative effect on the City's financial
stability, image, and role in the local economy.
MNS is independent and properly licensed to
practice in California.
MNS has assembled the most qualified and
experienced team to successfully serve under
this contract. Leading the MNS team is Principal
Project Manager/Grant Writing Manager, Greg
Jaquez, PE, who will be the primary point-of-
contact for this contract. Greg has over 36
years of experience in the civil engineering
industry including infrastructure project
management, stormwater management,
water resources policy, legislative
management, grants management, and
legislative advocacy. Greg is responsible for
working directly with the City staff to ensure
MNS team members have the expertise
specific to the task or project at hand, resulting
in providing the City with the best team.
Prior to working at MNS, Greg had a 29-year
career with the County of Los Angeles and
the Los Angeles County Flood Control District
where he served as Water Policy Manager,
Grants Manager, and staff support for the
Greater Los Angeles County (GLAC) Integrated
Regional Water Management (IRWM) Region.
While at the County, Greg succeeded in
securing a $1M WaterSMART Basin Study
partnership with the Bureau of Reclamation.
The Los Angeles Basin Stormwater
Conservation Study was a first-ever climate-
change-based water supply study for the
Flood Control District. Greg is committed to
the success of the assigned tasks completed
through this contract. He understands the
responsiveness, thoroughness, and quality
expected while staying within budget,
providing timely service, and delivering work
products well before due dates. He places
a high value on communicating regularly
with the project team to ensure resources
are available to accomplish the work and
appropriate quality assurance/quality control
(QA/QC) reviews are performed on every
deliverable, and communicating with City
staff on progress, concerns, and coordination
issues. Our grant writing team includes staff
with PhD credentials, licensed engineers, and
experts in their field with most having greater
than 15 years of experience. In addition to our
Principal Project Manager, our senior team
members are efficient and effective project
managers and can manage multiple projects
at a time.
Experience with Successful
Grant Awards
MNS has successfully worked with multiple
cities across California providing grant writing
services for various municipal needs. Grant
successes with cities have resulted in funding
infrastructure projects in transportation, active
transportation, potable water, wastewater,
groundwater, stormwater, parks, sustainability,
and public facilities. MNS has worked with cities
in the capacity of grant writer, planner, Design
Engineer, public outreach specialist, and
legislative advocate.
MNS makes concerted efforts to stay engaged
with grant making agencies to maintain
productive relationships with agency staff.
Some of our most regular and closest contacts
include staff at the California Transportation
Commission, Caltrans, Department of Water
Resources, State Water Resources Control
Board, State Parks, Department of Housing and
Community Development, Federal Highway
Administration (FHWA), US Department of
Transportation (USDOT), and Bureau of
Reclamation.
4SECTION 2. FIRM AND TEAM EXPERIENCE
Selecting the MNS Team
MNS has established a solid presence in
California for over 60 years. Our reputation
is built on constant communication and
providing quality services that meet and often
exceed client expectations. Our commitment
to quality assurance/quality control is
unmatched; we ensure our project's quality
and efficiency from start to finish. Furthermore,
our commitment to our clients shows we
have evolved as an industry leader. Here are
reasons why our clients choose us time and
time again:
• Customer service is our first priority.
Constant communication is vital to the
success of your project. Our team members
will see your project requirements and vision
to fruition.
• Committed to our communities. Our
team takes great pride in the quality of our
projects, knowing that our clients and future
generations will benefit from their use for
years to come.
• Best of both worlds. As a California-based
mid-sized company, we offer a depth of
resources and services that allows us to
deliver superior quality and service. Our
ability to tackle large-scale endeavors
without driving up costs or sacrificing
personalized service makes us stand out as
a client favorite.
5SECTION 2. FIRM AND TEAM EXPERIENCE
Key Staffing Summary
Greg Jaquez, PE
Principal Project Manager/Grant Writing Manager
For this contract, Greg will oversee project delivery and provide general guidance
on all grant writing and research tasks for the City.
Monica Killen, PhD
Senior Grant Writer
For this contract, Monica will be the task manager assigning grant writing and research
roles across the team, provide an initial level of quality control oversight, and be a
content contributor for grant writing.
Beth Reineke
Grant Writer/Water Resources Specialist
For this contract, Beth will be the lead technical writer with responsibility for contributing
technical content and assuring technical accuracy across the entire work product.
Nick Panosky, PE, QSD
Water Resources Specialist
For this contract, Nick will be the advisor for water resource technical accuracy,
preliminary engineering scoping, and cost estimation.
Michael Ip, PE, QSD
Transportation/Traffic Engineer
For this contract, Michael will serve as the advisor for transportation technical accuracy,
preliminary engineering scoping, and cost estimation.
MNS believes that project management is rooted in frequent
communication and proactive planning. Our proposed team
follows this philosophy and is ready and available to serve
the City of Santa Ana on this contract.
6SECTION 2. FIRM AND TEAM EXPERIENCE
MNS ENGINEERS
Principal Project Manager/Grant Writing Manager
Greg Jaquez, PE
GRANT WRITING AND RESEARCH SERVICES SUPPORT TEAM
Staff and Availability
Greg Jaquez, PE | Principal Project Manager/Grant Writing Manager
Mr. Jaquez specializes in public works staff augmentation, infrastructure
project management, and grant writing. Greg’s additional experience includes
stormwater management planning, water resources policy, legislative
management, grants management, transportation planning, bikeway and
pedestrian facility planning and project management, public infrastructure
coordination with railroads, traffic engineering and community traffic calming,
and federal advocacy.
35 Years of
Experience
Current Workload. We have sufficient staffing in all survey disciplines to efficiently
address your needs. We also have overlapping experience so that workloads can shift if
accommodations are necessary.
Senior Grant Writer
Monica Killen, PhD
Grant Writer
Helen Maggitti
Grant Writer/Water
Resources Specialist
Beth Reineke
Key team members are designated with this icon (). Our key team members are committed for the
duration of this on-call contract. MNS understands we will work as an extension of the City staff.
Associate Grant Writer
Taylor Gullikson
Water Resources Engineers
Nick Panofsky, PE, QSD
Tyler Hunt, PE, QSD/QSP
Monica Killen, PhD | Senior Grant Writer
Dr. Killen has worked in the public sector for over 17 years with experience in the
areas of grant writing, outreach, project management, park and recreation
management, legislative staffer, and higher education. Dr. Killen’s expertise in
grant writing stems from years of experience writing grant applications and
legislative proposals. 17 Years of
Experience
Transportation/
Traffic Engineer
Michael Ip, PE, QSD
7SECTION 2. FIRM AND TEAM EXPERIENCE
NON-KEY STAFF
EMPLOYEE/ROLE EXP (Yrs)CREDENTIALS
Helen Maggitti
Grant Writer 3
Ms. Maggitti is proficient in communicating and collaborating with agency
staff and project stakeholders to develop robust documents, plans, and
ordinances.
Taylor Gullikson
Associate Grant
Writer
3
Ms. Gullikson's expertise includes grant writing, environmental monitoring and
inspection, and preparing stormwater regulatory compliance reports; and
services to fulfill municipal stormwater permit requirements.
Tyler Hunt, PE,
QSD/QSP
Water Resources
Engineer
22
Mr. Hunt has over 22 years of experience in the water resources/wastewater
industry. Tyler’s expertise includes project management, water/wastewater
conveyance, site improvements, wastewater treatment, wastewater
reclamation, irrigation and water delivery, stormwater pollution prevention,
low-impact development (LID), water system consolidation, and municipal
infrastructure projects.
Beth Reineke | Grant Writer/Water Resources Specialist
Ms. Reineke has over 19 years of experience providing environmental services
including compliance, reporting, and permitting for National Pollutant Discharge
Elimination System (NPDES), California Environmental Quality Act (CEQA), United
States Environmental Protection Agency (EPA), and Certified Unified Program
Agencies (CUPA). Beth is adept at managing complex databases and large
collections of reports and compliance schedules.
19 Years of
Experience
Nick Panofsky, PE, QSD | Water Resources Engineer
Mr. Panofsky has over 16 years of professional consulting experience in the
water resources industry. Nick has advanced his expertise through a variety of
municipal infrastructure design projects including potable water, recycled water,
wastewater, and stormwater. He has been involved in every stage of the design
process, including planning, analysis, design, construction management, and
operational assistance. He actively manages projects to meet both technical
and financial goals.
16 Years of
Experience
Michael Ip, PE, QSD | Transportation/Traffic Engineer
Mr. Ip is a Principal Engineer with 28 years of experience specializing in the
design and management of transportation facilities and capital improvement
projects. Michael’s technical experience includes all project phases,
including project reports, planning, design, and construction management.
His management experience includes oversight and direction of technical
professionals, client liaison, quality control, subconsultant coordination, public
outreach and resources allocation to ensure the timely delivery of project
deliverables.
28 Years of
Experience
8SECTION 3. RELEVANT EXPERIENCE
Section 3. Relevant Experience3
Demonstrated Project Success. Our measure of success is the long-standing relationships we maintain with our clients. Our team members are not just experts, they're also excellent communicators. We know keeping you informed at every step of the way is vital to the success of our projects. We customize each project to your requirements and vision, always going the
extra mile. These example projects highlight some of our successful water
resource grant projects. This section showcases the MNS team's project
experience and client references.
SAFE, CLEAN WATER PROGRAM
Clients Cities of San Gabriel, Glendora, and La Cañada Flintridge
Contacts
Greg DeVinck, Supervising Civil Engineer
626.308.2825 | gdevinck@sgch.org
Alison Sweet, Director of Public Works/City Engineer
626.914.8260 | asweet@cityofglendora.org
Patrick DeChellis, Director of Public Works
818.790.8880 | pdechellis@lcf.ca.gov
Dates of Service 01/2020 – 04/2020
Personnel Greg Jaquez
$900K
Awarded
For each of these three cities, MNS recommended the respective
project pursuits, developed the general project scopes, prepared the
funding application to the SCW program, and represented the cities as
presenter and spokesperson to the respective SCW Steering
Committees.
9SECTION 3. RELEVANT EXPERIENCE
PROPOSITION 1 GROUNDWATER: NORTH HOLLYWOOD CENTRAL REMEDIATION IMPLEMENTATION
PROJECT, TUJUNGA REMEDIATION IMPLEMENTATION PROJECT, NORTH HOLLYWOOD AND
TUJUNGA
Client Los Angeles Department of Water and Power
Contact Terrence McCarthy, Contract Administrator
213.367.0925 | terrence.mccarthy@ladwp.com
Dates of Service 06/2018 – 02/2019
Personnel Greg Jaquez
MNS collaborated with LADWP staff and their consultant design team to prepare
two grant applications for the North Hollywood Central Groundwater Remediation
Project and the Tujunga Groundwater Remediation Project, respectively. Highly
technical study documents were interpreted for use in responding to grant
application requirements. MNS also prepared project scheduling documents to
correspond to grant program requirements. The two projects are part of a historic
multi-year effort to remediate contamination in the San Fernando Groundwater
Basin. WRFP application to the State Water Resources Control Board.
CALIFORNIA GOVERNOR’S OFFICE OF EMERGENCY SERVICES (CALOES)/FEDERAL
EMERGENCY MANAGEMENT AGENCY (FEMA) HAZARD MITIGATION GRANT, ROLLING
HILLS
Client City of Rolling Hills
Contact Elaine Jeng, City Manager
310.377.1521 | ejeng@cityofrh.net
Dates of Service 03/2019 – 10/2019
Personnel Greg Jaquez, Monica Killen
MNS prepared a set of three Hazard Mitigation Grant (HMG) applications for a
Wildfire Protection Plan, the Eastfield Drive Utility Undergrounding Project, and the
Wildfire Fuel Breaks Project.
Wildfire Protection Plan (WPP). In addition to preparing narratives for application
forms and attachments, MNS developed the scope description for the WPP, cost
estimate breakdown for plan development, and delivery plan to complete the
WPP through public outreach and interjurisdictional coordination.
Eastfield Drive Utility Undergrounding Project. In addition to preparing narratives
for application forms and attachments, MNS collaborated with an electrical
engineering firm to develop the project scope and cost estimate.
Fuel Breaks Project. Upon discovering the City’s proposed locations to design and
construct wildfire fuel breaks were infeasible, MNS reviewed alternate potential
sites and developed concept plans and estimates for the fuel breaks.
$232.6M
Awarded
$2.8M
Awarded
10SECTION 3. RELEVANT EXPERIENCE
WATER RECYCLING FUNDING PROGRAM (WRFP) PLANNING GRANT
Client Los Olivos Community Services District
Contact Lisa Palmer, Chair of the Board of Directors
805.500.4098 | lisa@lpalmerconsulting.com
Dates of Service 11/2018 – 03/2019
Personnel Greg Jaquez
MNS developed a Plan of Study for a Project Report following the guidelines of
the Clean Water State Revolving Fund (CWSRF) and the Water Recycling Funding
Program (WRFP). The Project Report will determine the feasibility and selected
alternative for a wastewater collection system, wastewater treatment plant, and
groundwater replenishment injection well system for the Los Olivos Community
Services District (LOCSD). The unincorporated Los Olivos community in Santa
Barbara County manages its wastewater with onsite wastewater treatment
systems (septic tanks) on private parcels. LOCSD was seeking to develop a
comprehensive wastewater collection and treatment system with provision for
beneficial use of its treated wastewater. The Plan of Study was submitted with a
WRFP application to the State Water Resources Control Board.
$150K
Awarded
CLEAN WATER STATE REVOLVING FUND
Client Castroville Community Services District
Contact Eric Tynan, General Manager
866.803.2456 | eric@castrovillecsd.org
Dates of Service 01/2022 – 06/2022
Personnel Greg Jaquez, Beth Reineke, Nick Panofsky
MNS provided technical and grant writing services for the Washington Street Sewer
Bypass project. Once completed, the project will eliminate surcharge issues in
the existing sewer line and provide additional sewer capacity for much needed
housing development.
$3M
Awarded
11SECTION 3. RELEVANT EXPERIENCE
URBAN GREENING PROGRAM
Client City of Tehachapi
Contact John Schlosser, Development Services Director
661,722,2299 x1 | jschlosser@tehachapicityhall.com
Dates of Service 04/2017 – 05/2017
Personnel Greg Jaquez
MNS prepared the grant application for its Citywide Tree Planting and Stormwater
Capture Project for submittal to the California Natural Resources Agency.
Additional services provided were project scope development and cost
estimation. Application materials included graphical exhibits, cost estimate table,
renderings, and greenhouse gas reduction calculations.
$889K
Awarded
PROPOSITION 1 STORMWATER, NORTH HOLLYWOOD
Client Los Angeles Department of Water and Power
Contact Terrence McCarthy, Contract Administrator
213. 367.1454 | terrence.mccarthy@ladwp.com
Dates of Service 04/2020 – 06/2020
Personnel Greg Jaquez, Monica Killen
MNS prepared a Proposition 1 Stormwater Implementation Grant application for
the Valley Village Park Stormwater Project. To minimize the region’s dependence
on imported water, the project will capture 158 AFY of runoff from a 453-acre
tributary area and recharge the San Fernando Valley Groundwater Basin.
The project consists of installing a 0.65-acre underground infiltration gallery at
Valley Village Park. Construction of the underground infiltration gallery includes
installation of a storm drain diversion structure, stormwater pipeline, two
hydrodynamic separator (HDS) units, flow measuring devices, and maintenance
holes.
$6M
Awarded
12SECTION 3. RELEVANT EXPERIENCE
PROPOSITION 68 STATEWIDE PARK PROGRAM
Client Cities of Soledad and Greenfield
Contact
Donald Wilcox, Director of Public Works
831.223.5124 | dwilcox@@cityofsoledad.com
Jesus Perez, Recreation Coordinator
831.236.1230 | jperez@ci.greenfield.ca.us
Dates of Service 2019 (Soledad) | 2020 - 2021 (Greenfield)
Personnel Greg Jaquez, Monica Killen, Helen Maggitti
For the City of Soledad, MNS prepared the grant application and provided public
outreach support for the new Orchard Lane Park Project. MNS provided concept
development designs and cost estimates in conjunction with the City’s contracted
landscape architect. The grant application secured $7.6M.
For the City of Greenfield, MNS prepared a Proposition 68 Statewide Park Program
grant application for the proposed Greenfield Park and Community Center. MNS
did all of the grant writing and assisted the City with production of public outreach
materials. The grant application secured $8.5M.Application materials included
graphical exhibits, cost estimate table, renderings, and greenhouse gas reduction
calculations.
$16.1M
Awarded
FEDERAL LANDS ACCESS PROGRAM GRANT,
THORNTON AVENUE CYCLE TRACK
Client City of Newark
Contact Jayson Imai, Assistant City Engineer
510.578.4671 | jayson.imai@newark.org
Dates of Service 03/2021 – 05/2021
Personnel Greg Jaquez, Monica Killen, Helen Maggitti, Taylor Gullikson
MNS prepared a FLAP Grant application for the Thornton Avenue Cycle Track
Project. Greg defined the project concept, prepared a conceptual plan layout,
and prepared a preliminary cost estimate. Monica played a key role in helping
manage the MNS grants team in preparing the application and conducting
required public outreach. The grant application secured $5.4M. Application
materials included graphical exhibits, cost estimate table, renderings, and
greenhouse gas reduction calculations.
$5.4M
Awarded
13SECTION 3. RELEVANT EXPERIENCE
ADDITIONAL GRANT WRITING, MANAGEMENT, AND RESEARCH EXPERIENCE
Agency Project Name Funding
Status
Team
Members
Involved
City of Stockton Highway Safety Improvement Program (HSIP) Cycle
10
$2M secured Greg Jaquez
City of Soledad Highway Safety Improvement Program (HSIP) Cycle 9 $250K secured Greg Jaquez
City of Monrovia Southern California Association of Governments
(SCAG) Future Communities Pilot Program
$500K secured Greg Jaquez,
Monica Killen
City of Santa
Paula
Ventura County Transportation Commission
(VCTC) Community Multiscale Air Quality (CMAQ)/
Transportation Development Act (TDA) Call for
Projects
$266K secured Greg Jaquez
City of Glendora Highway Safety Improvement Program (HSIP)
Southern California Association of Governments
(SCAG) Sustainable Communities
$150K secured
$250K secured
Greg Jaquez
City of Pittsburg Highway Safety Improvement Program (HSIP) Cycle 7 $265K secured Greg Jaquez
City of Pittsburg Highway Safety Improvement Program (HSIP) Cycle 7 $547K secured Greg Jaquez
City of Buellton Active Transportation Program (ATP) Cycle 3 $684K secured Greg Jaquez
LA County Flood
Control District
Bureau of Reclamation $1M secured Greg Jaquez
14SECTION 4. REFERENCES
Section 4. References4
Agency Reference Contact Project
1 City of San
Gabriel
Greg DeVinck, Supervising Civil
Engineer
Ph 626.308.2825
Email gdevinck@sgch.org
Safe, Clean Water
Program
2 City of Rolling
Hills
Elaine Jeng, City Manager
Ph 310.377.1521
Email ejeng@cityofrh.net
California Governor’s
Office of Emergency
Services (CalOES)/
Federal Emergency
Management Agency
(FEMA) Hazard Mitigation
Grant
3
Los Olivos
Community
Services District
Lisa Palmer, Chair of the Board of
Directors
Ph 805.500.4098
Email lisa@lpalmerconsulting.com
Water Recycling Funding
Program (WRFP) Planning
Grant
4 City of Soledad
Donald Wilcox, Director of Public Works
Ph 831.223.5124
Email dwilcox@cityofsoledad.com
Proposition 68 Statewide
Park Program
5 City of Greenfield
Jesus Perez, Recreation Coordinator
Ph 831.236.1230
Email jperez@ci.greenfield.ca.us
Proposition 68 Statewide
Park Program
6 City of Newark
Jayson Imai, Assistant City Engineer
Ph 510.578.4671
Email jayson.imai@newark.org
Federal Lands Access
Program Grant,
Thornton Avenue Cycle
Track
15SECTION 5. SCOPE OF WORK
PROJECT SCOPE OF
WORK
Communicate Grant
Opportunities to City Staff
In conjunction with the sources of
information stated above, MNS will
independently conduct research
using online resources such as
the US Census, Department of
Water Resources (DWR) DAC
Mapping Tool, CalEnviro Screen
4.0, and the new US Environmental
Protection Agency (EPA) EJScreen
mapping tool. This research will
be used to gather data and
guide our consultation to City on
how demographics within the
CITY service area play a role in
competing for funding.
Having served the waterworks
industry throughout California
for decades, MNS understands
the essentials of waterworks
and wastewater infrastructure,
operations, and finance. MNS
understands how every endeavor
must be viewed with a focus on
how it benefits or effects the ratepayer. MNS
takes this same approach when developing
a grant pursuit strategy for a waterworks or
wastewater client. In the final tally, a successful
grant pursuit must meet defined goals for
improved service delivery and infrastructure
life extension.
The MNS approach to grant pursuit strategy
accounts for the agency’s characteristics
and its eligibility for various funding sources.
MNS will examine a funding sources eligibility
requirements, including matching fund
requirements, to develop a strategy that can
garner the maximum in grant dollars with
the least investment necessary. For example,
the Drinking Water State Revolving Fund
(DWSRF) and Clean Water State Revolving
Fund (CWSRF) are mostly funded with Federal
dollars and managed by the SWRCB. SRF funds
taken as a loan can be used as matching
funds to any state or Federal grant program.
Similarly, a California Infrastructure Bank
(iBank) loan can serve the same matching
funds purpose, however, an agency can
secure eligibility for an iBank loan without
actually entering into a loan agreement. By
securing the iBank loan, the agency can use
this documentation as proof of matching
funds but can substitute it later if a second
Section 5. Scope of Work5
16SECTION 5. SCOPE OF WORK
grant is secured to match the first grant
pursued if won.
Another important strategy for submitting
grant applications is the regionalism
approach. The City is bound together with
other entities through hydrology, shared
(adjudicated) groundwater resources,
and institutions such as SAWPA. Regional,
multiagency grant proposals are often favored
by various granting agencies and can also
involve a multiple-fund-source strategy.
MNS understands the City has numerous
infrastructure projects for the next six fiscal
years as identified in the Capital Improvement
Program, some of which may have potential
for grant funding.
MNS is prepared to work closely with
City representatives staff by attending
recommended meetings and maintaining
ongoing communication regarding new and
existing grant programs. Communications of
grant opportunities to City staff can be in the
following forms:
• Regular standing meetings with an
informational document
• Email communication with informational
summary document
• Informal email with summary information
Grant informational summary documents
will include all of the critical details about the
grant opportunity including:
• Grant program name and granting agency
• Grant application due date
• Applicant eligibility requirements
• Project eligibility requirements
• Grant maximum and minimum request and
award
• Applicant matching fund requirements
• Scoring criteria
• Required or desired state of project
readiness
• Partnership requirements or desirability
• Public engagement requirements
At any time, communication of a grant
opportunity needs to be more formalized as
with a presentation to executive staff of the
City, the City Manager, or City Council. MNS is
prepared to produce an and easy-to-follow
slide presentation in collaboration with City
staff and act as presenter.
Research and Monitor Grant Funding
Opportunities
MNS will reach out to the City’s key staff to
identify current and projected funding priority
areas. MNS can subsequently facilitate
presentations to City staff related to new and
forthcoming grant opportunities. Based on
information gathered from meetings with City
staff and department leadership, MNS will
work closely with the City staff and key project
stakeholders to collect and utilize the most
up to date and readily available information
for grant research. MNS will provide periodic
updates of upcoming federal, state, and local
grant opportunities for subject areas that
include, but are not limited to:
• Water Supply Enhancement
• Water Use Efficiency and Demand
Management
• Water Loss Elimination
• Water Quality Enhancement
• Energy Efficiency Enhancement
• Sewer System Enhancement
• Emergency Response and Hazard Mitigation
• Environmental Enhancement
• Regulatory Compliance
• Infrastructure Expansion and Life Extension
Key funding source agencies to monitor
include, but are not limited to:
• Bureau of Reclamation
• EPA
• FEMA
17SECTION 5. SCOPE OF WORK
• Department of Energy
• US Army Corps of Engineers
• US Fish and Wildlife Service
• SWRCB
• DWR
• California Natural Resources Agency
• California Department of Conservation
• California Department of Housing and
Community Development
• California Department of Fish and Wildlife
• Metropolitan Water District
MNS will attend meetings, workshops, and
seminars to develop the most thorough and
definitive information and understanding of
grant opportunities. MNS values attendance
at these meetings and workshops, not
only for the informational value, but also
to develop and enhance relationships with
grantor agency staff. Through in-person
contacts at meetings and workshops, we can
discern meaning, intent, and spirit behind
grant opportunities that are not always
understandable from grant guidelines and
can change from grant cycle to grant cycle or
with changes in grantor agency staff. For any
particular grant opportunity that has potential
to align with a City priority, MNS will conduct a
Competitiveness Assessment to determine if
pursuit of the grant is advisable.
Prepare Pre-Application and All Grant
Application/Proposal Materials
Timing and project scheduling is often a
significant factor in positioning for a grant
opportunity. MNS will closely collaborate with
City staff to monitor project development
for the proper timing to align each project
with the availability of the grant opportunity.
Whenever feasible and reasonable, MNS will
advise on preparatory steps the City can take
to be positioned to submit an application
within a scheduled timeline. MNS will advise
and support City staff on the prerequisite
tasks that are part of the application process
including completion of an appropriate level
of preliminary engineering, cost estimation,
public outreach, support documentation,
City Council resolution, and any other
reasonable tasks leading up to a funding
opportunity announcement. Thorough
preparation in advance of a grant opportunity
announcement enhances the quality of the
grant application and lessens the stress often
associated with short timelines between
announcement and application due date.
MNS understands the intricacies and
balancing act of fashioning a project
scope to reflect the desires of the grantee
while maximizing the competitiveness
of the grant application. MNS has a
thorough understanding of how to analyze
technical scoping and make the necessary
recommendations to upsize, downsize, or alter
project scope within the means of the grantee.
MNS possesses the technical capability to
evaluate project competitiveness for all types
of infrastructure grants.
The following is a sample task list for a typical
grant writing process.
TASK 1 Project Management
TASK 1.A Project Administration
MNS will act as the coordinating point on all
matters pertaining to the development of the
grant application at the discretion of City. The
MNS Project Manager (PM) will be responsible
for controlling the budget, schedule, quality of
work, and progress of action items for tasks
necessary to deliver the grant application.
The PM will maintain a project file in which all
project documents including draft and final
application materials, schedules, budget
documents, reports and studies, data, photo
images, graphics, and correspondence will be
stored.
18SECTION 5. SCOPE OF WORK
TASK 1.B Progress Meetings
MNS will hold a kick-off meeting with the
representatives of City to review the scope
and schedule for completing the grant
applications and to affirm the strategy for
developing the application relative to the
project funding needs. Communication with
city will be ongoing as needed to exchange
information and provide city opportunities to
review draft work products. We will assume
at least two more progress meetings may
be held, but only as needed. MNS will be
responsible for preparing agendas and
meeting minutes for progress meetings.
TASK 2 Field Investigation/Data Collection
and Project Scoping
TASK 2.A Field Investigation/Data Collection
If needed, MNS will conduct a field investigation
of the project sites under the direction of City
staff. Field investigation will be an opportunity
to make observations, take measurements,
and gather photos of specific elements of
the project location. MNS will collect and
review information requested at the kickoff
meeting as well as information independently
researched. Information potentially needing
to be provided by the City includes, but is not
limited to, as-built drawings and operational
data.
TASK 2.B Field Investigation/Data Collection
Depending on the progress of scope
development and the schedule requirements
of the grant program, MNS will use collected
information from Task 2.A and any necessary
additional consultation with City staff to
confirm the scope of project improvements.
Scope descriptions will be presented in
conceptual drawings of each project site
which will be used as exhibits in the grant
application.
TASK 2.C Field Investigation/Data Collection
Unless already provided by City, MNS will use
scope descriptions and measurements to
produce preliminary cost estimates according
to the construction items list funded by the
grant program.
TASK 3 Grant Application
TASK 3.A Application Form
The grant application will be prepared
following the grant program content
requirements and/or using the appropriate
application forms following the instructions
pertaining to the appropriate application
category, if any. MNS will utilize collected
information and the field investigation to
develop narrative responses to applications
questions, analyze numerical data to produce
metric-based responses, and produce
supporting attachments where applicable
such as maps, preliminary plans, graphics, and
data tables.
For application responses based on work
previously completed and outreach already
conducted, MNS will work closely with City
staff to expand the understanding and
background behind efforts to date to capture
the understanding behind the project’s need,
tell a compelling story, and fashion a precisely
responsive narrative.
TASK 3.B Application Attachments
Attachments to the application may include at
a minimum the following:
• Location or vicinity map
• Plans showing existing and proposed
conditions
• Photos of existing conditions
• Letters of support
MNS will generate support letters from a
variety of project stakeholders and any
other interested organizations, businesses,
19SECTION 5. SCOPE OF WORK
or individuals which City staff might direct
MNS to contact. The burden of letter writing
will be minimized by MNS providing a draft
support letter to each contact. Wording of
the draft support letter can be modified or
customized to reflect the interest of the person
or organization offering support.
TASK 4 Final QA/QC and Submittal
TASK 4.A Final QA/QC
A draft of the application with be submitted
to City staff for review and comment. Upon
receipt of comments from the City, MNS
will incorporate the comments and make
necessary revisions to the applications
documents. MNS will conduct a final quality
assurance/quality control (QA/QC) check
of all application forms and attachments
completeness, thoroughness, accuracy,
spelling, and grammar.
TASK 4.B Application Submittal
MNS will produce both electronic and hard
copies of the final grant application as
required in the application instructions. This
proposal assumes MNS will be responsible
for submittal of the electronic copy of the
application package.
MNS recognizes City staff may have grant
writing experience and may choose to write
an application, however, they may need some
writing assistance and/or additional capacity.
MNS has worked with other public agencies
to provide grant writing assistance and QA/
QC support during the writing process. This
hybrid grant writing format is an excellent
option to keep grant writing costs down. MNS is
prepared to provide this alternative option.
Track Application Status and Respond to Funder
Requests for Additional Information
Granting agencies may contact the City with
questions about the grant application after
its submittal. MNS has found various grantor
agencies to have application processes with
open lines of communication and agency staff
that will typically engage with questions about
an application submittal. MNS will support the
City in providing responses to DWR’s questions
in emails and any necessary changes to
submitted documents.
Grants Management
The MNS PM can provide oversight of all
post-award grant management tasks. The
PM will ensure the MNS funding assistance
team conducts proper and effective
communications with contacts at grant
funding agencies. The MNS funding assistance
team will prepare invoices and disbursement
requests and quarterly or periodic progress
reports to submit to grant funding agencies,
as required by program guidelines and/or
a grant agreement. The MNS PM will ensure
the accuracy of disbursement requests and
thoroughness of periodic progress report
content. The MNS PM will set QA/QC standards
for all work products to the satisfaction of the
City.
A-1APPENDIX A. REQUIRED FORMS AND CERTIFICATIONS
Appendix A. Required Forms and CertificationsA
Form PG
Non-Collusion Affidavit A-2
Non-Lobbying Certification A-4
Non-Discrimination Certification A-5
A-2APPENDIX A. REQUIRED FORMS AND CERTIFICATIONS
A-3APPENDIX A. REQUIRED FORMS AND CERTIFICATIONS
A-4APPENDIX A. REQUIRED FORMS AND CERTIFICATIONS
City of Santa Ana RFP 22-064
Page 24
APPENDIX
ATTACHMENT 3-2: NON-LOBBYING CERTIFICATION
CERTIFICATIONS
The prospective participant certifies, by signing and submitting this bid or proposal, to the best of
his or her knowledge and belief, that:
1. No federal appropriated funds have been paid or will be paid, by or on behalf of the
undersigned, to any person for influencing or attempting to influence an officer or
employee of any federal agency, a Member of Congress, an officer or employee of
Congress, or an employee of a Member of Congress in connection with the
awarding of any federal contract, the making of any federal grant, the making of any
federal loan, the entering into of any cooperative agreement, and the extension,
continuation, renewal, amendment, or modification of any federal contract, grant,
loan, or cooperative agreement.
2. If any funds other than federal appropriated funds have been paid or will be paid to
any person for influencing or attempting to influence any officer or employee of any
federal agency, a Member of Congress, an officer or employee of Congress, or an
employee of a Member of Congress in connection with this federal contract, grant
loan, loan or cooperative agreement, the undersigned shall complete and submit a
“Disclosure of Lobbying Activities”.
This certification is a material representation of fact upon which reliance was placed when this
transaction was made or entered into. Submission of this certification is a prerequisite for making or
entering into this transaction imposed by Section 1352, Title 31, U. S. Code. Any person who fails
to file the required certification shall be subject to a civil penalty of not less than $10,000 and not
more than $100,000 for each such failure.
The prospective participant also agrees by submitting his or her bid or proposal that he or she shall
require that the language of this certification be included in all lower tier subcontracts, which
exceed $100,000 and that all such sub recipients shall certify and disclose accordingly.
Firm:
Signed /Printed Name:
Title:
Date:
MNS Engineers, Inc.
Jeff Edwards
Vice President
July 22, 2022
A-5APPENDIX A. REQUIRED FORMS AND CERTIFICATIONS
City of Santa Ana RFP 22-064
Page 25
APPENDIX
ATTACHMENT 3-3: NON-DISCRIMINATION CERTIFICATION
CERTIFICATIONS
The undersigned consultant or corporate officer, during the performance of this contract,
certifies as follows:
1. The Consultant shall not discriminate against any employee or applicant for
employment because of race, color, religion, sex, or national origin. The Consultant
shall take affirmative action to ensure that applicants are employed, and that
employees are treated during employment without, regard to their race, color, religion,
sex, or national origin. Such action shall include, but not be limited to, the following:
employment, upgrading, demotion, or transfer; recruitment or recruitment advertising;
layoff or termination; rates of pay or other forms of compensation; and selection for
training, including apprenticeship. The Consultant agrees to post in conspicuous
places, available to employees and applicants for employment, notices to be provided
setting forth the provisions of this nondiscrimination clause.
2. The Consultant shall, in all solicitations or advertisements for employees placed by or
on behalf of the Consultant, state that all qualified applicants will receive consideration
for employment without regard to race, color, religion, sex, or national origin.
3. The Consultant shall send to each labor union or representative of workers with which
he/she has a collective bargaining agreement or other contract or understanding, a
notice to be provided advising the said labor union or workers’ representatives of the
Consultant’s commitments under this section, and shall post copies of the notice in
conspicuous places available to employees and applicants for employment.
4. The Consultant shall comply with all provisions of Executive Order 11246 of
September 24, 1965, and of the rules, regulations, and relevant orders of the
Secretary of Labor.
5. The Consultant shall furnish all information and reports required by Executive Order
11246 of September 24, 1965, and by rules, regulations, and orders of the Secretary
of Labor, or pursuant thereto, and will permit access to his/her books, records, and
accounts by the administering agency and the Secretary of Labor for purposes of
investigation, to ascertain compliance with such rules, regulations, and orders.
6. In the event of the Consultant’s non-compliance with the nondiscrimination clauses of
this contract or with any of the said rules, regulations, or orders, the contract may be
canceled, terminated, or suspended in whole or in part and the Consultant may be
declared ineligible for further Government contracts or federally assisted construction
contracts in accordance with procedures authorized in Execution Order 11246 of
September 24, 1965, and such other sanctions may be imposed and remedies
invoked as provided in Executive Order 11246 of September 24, 1965, or by rule,
regulations, or order of the Secretary of Labor, or as otherwise provided by law.
A-6APPENDIX A. REQUIRED FORMS AND CERTIFICATIONS
City of Santa Ana RFP 22-064
Page 26
7. The Consultant shall include the portion of the sentence immediately preceding
paragraph (1) and the provisions of paragraphs (1) through (7) in every subcontract
or purchase order unless exempted by rules, regulations, or orders of the Secretary
of Labor issued pursuant to Section 204 of Executive Order 11246 of September 24,
1965, so that such provisions will be binding upon each subcontract or purchase order
as the administering agency may direct as means of enforcing such provisions,
including sanctions for noncompliance; provided, however, that in the event the
Consultant becomes involved in, or is threatened with, litigation with a subconsultant
or vendor as a result of such direction by the administering agency, the Consultant
may request that the United States enter into such litigation to protect the interests of
the United States.
8. Pursuant to California Labor Code Section 1735, as added by Chapter 643 Stats.
1939, and as amended,
No discrimination shall be made in the employment of persons upon public works
because of race, religious creed, color, national origin, ancestry, physical handicaps,
mental condition, marital status, or sex of such persons, except as provided in Section
1420, and any consultant of public works violating this Section is subject to all the
penalties imposed for a violation of the Chapter.
Firm:
Sign/Printed Name:
Title:
Date:
MNS Engineers, Inc.
Jeff Edwards
Vice President
July 22, 2022
B-1APPENDIX B. RESUMES
Appendix B. ResumesA
Name Role PG
Greg Jaquez, PE Principal Project Manager/Grant Writing
Manager B-2
Monica Killen, PhD Senior Grant Writer B-4
Helen Maggitti Grant Writer B-6
Taylor Gullikson Associate Grant Writer B-8
Nick Panofsky, PE, QSD Water Resources Engineer B-10
Tyler Hunt, PE, QSD Water Resources Engineer B-12
Beth Reineke Grant Writer/Water Resource Specialist B-14
Michael Ip, PE, QSD Transportation/Traffic Engineer B-16
B-2APPENDIX B. RESUMES
Greg Jaquez, PE | RESUME PG 1
RESUMES
Greg Jaquez, PE
Grant Writing Manager
Firm
MNS Engineers, Inc.
Areas of Expertise
Water resources projects
Transportation projects
Project management
Flood control
Stormwater management planning
Water resources policy
Grants management
Federal advocacy
Years of Experience
35
Licensing
Professional Civil Engineer, CA No. 68182
Education
BS, Civil Engineering, University of California, Berkeley,
CA
Professional Development
Stormwater Pollution Prevention Plan (SWPPP) training
Mr. Jaquez specializes in public works staff
augmentation, infrastructure project management, and
grant writing. Greg’s additional experience includes
transportation planning, bikeway and pedestrian facility
planning and project management, public infrastructure
coordination with railroads, traffic engineering and
community traffic calming, stormwater management
planning, water resources policy, legislative
management, grants management, and federal
advocacy. He is also the founder of the Los Angeles
County Flood Control District's first ever study on climate
change effects in partnership with the Bureau of
Reclamation, the Los Angeles Basin Stormwater
Conservation Study. His experience includes:
HSIP Cycle 10 Grant Application, Harding Way at
Lincoln Street and at Pacific Avenue/Madison Street
Left-Turn Pockets with Left-Turn Phasing, Stockton,
CA. Project Manager. MNS in an on-call grant writing
services provider to Stockton. Mr. Jaquez prepared a
HSIP Cycle 10 grant application including preliminary
engineering, scoping, and cost estimation. The City was
awarded a grant of $1.4M.
Los Olivos Water Reclamation Program WRFP
Planning Grant, Los Olivos Community Services
District, CA. Grant Writing Manager. MNS developed a
Plan of Study for a Project Report following the
guidelines of the Clean Water State Revolving Fund
(CWSRF) and the Water Recycling Funding Program
(WRFP). The Project Report will determine the feasibility
and selected alternative for a wastewater collection
system, wastewater treatment plant, and groundwater
replenishment injection well system for the Los Olivos
Community Services District (LOCSD). The
unincorporated Los Olivos community in Santa Barbara
County manages its wastewater with onsite wastewater
treatment systems (septic tanks) on private parcels.
LOCSD is seeking to develop a comprehensive
wastewater collection and treatment system with
provision for beneficial use of its treated wastewater. The
Plan of Study was submitted with a WRFP application to
the State Water Resources Control Board. The District
received $75K to prepare the Project Report.
One Bay Area Grant Program (OBAG 2), City of
Pittsburg, CA. Grant Writer. As part of a grant writing
team, Greg prepared an application which secured
funding for a series of Class I bike trails and a Class IV
cycle track providing access to the BART Pittsburg
Station.
B-3APPENDIX B. RESUMES
Greg Jaquez, PE | RESUME PG 2
RESUMES
HSIP Cycle 10 Grant Application, Madison Street
Intersections Pedestrian Safety Improvements,
Stockton, CA. Project Manager. MNS in an on-call grant
writing services provider to Stockton. Mr. Jaquez
prepared a HSIP Cycle 10 grant application including
preliminary engineering, scoping, and cost estimation.
The City was awarded a grant of $645K.
Proposition 1 Stormwater Grant, Valley Village Park
Stormwater Project, City of Los Angeles Department
of Water and Power (LADWP), CA. Grant Writing
Manager. MNS prepared a Proposition 1 Stormwater
Implementation Grant application for the Valley Village
Park Stormwater Project. To minimize the region’s
dependence on imported water, the project will capture
158 AFY of runoff from a 453-acre tributary area and
recharge the San Fernando Valley Groundwater Basin.
The project consists of installing a 0.65-acre
underground infiltration gallery at Valley Village Park.
Construction of the underground infiltration gallery
includes installation of a storm drain diversion structure,
stormwater pipeline, two hydrodynamic separator (HDS)
units, flow measuring devices, and maintenance holes.
Grant secured $6M.
Proposition 1 Groundwater Grant, City of Los
Angeles Department of Water and Power (LADWP),
CA. Project Manager/QA/QC. MNS prepared a Title XVI
Feasibility Study for the Downtown LA Recycled Water
Project. The MNS grants team completed two
Proposition 1 Groundwater Sustainability Program
applications for two sub-elements of the San Fernando
Basin Remediation Project.
Safe, Clean Water Program, Cities of San Gabriel,
Glendora, and La Cañada Flintridge, CA. Grant Writing
Manager. For each of these three cities, MNS advised on
recommending the respective project pursuits, developed
the general project scopes, prepared the funding
application to the Safe, Clean Water (SCW) program,
and represented the cities as presenter and
spokesperson to the respective SCW Steering
Committees. The cities were granted $900K.
ATP Cycle 3, City of Buellton, CA. Grant Writer. As part
of a grant writing team, Greg prepared an application
which secured funding for a school pedestrian safety
improvement project. MNS also provided preliminary
engineering and design services.
Clean Water State Revolving Fund Grant, Los Olivos
Community Services District, CA. Project
Manager/QA/QC. MNS developed a Plan of Study for a
Project Report following the guidelines of the Clean
Water State Revolving Fund (CWSRF) and the Water
Recycling Funding Program (WRFP). The Project Report
will determine the feasibility and selected alternative for a
wastewater collection system, wastewater treatment
plant, and groundwater replenishment injection well
system for the Los Olivos Community Services District
(LOCSD). The unincorporated Los Olivos community in
Santa Barbara County manages its wastewater with
onsite wastewater treatment systems (septic tanks) on
private parcels. LOCSD was seeking to develop a
comprehensive wastewater collection and treatment
system with provision for beneficial use of its treated
wastewater. The Plan of Study was submitted with a
WRFP application to the State Water Resources Control
Board.
HSIP Cycle 7, City of Pittsburg, CA. Grant Writer. As
part of a grant writing team, Greg prepared an application
which secured funding for various safety
countermeasures on Leland Road which had a high
incidence of collisions. The grant writing project also
included analysis of SWITRS collision data with the TIM
mapping system and development of a set of
countermeasures to reduce or eliminate the frequency of
certain types of collisions.
Clean Water SRF Grant, Castroville Community
Services District, CA. Project Manager/QA/QC. MNS
provided technical and grant writing services for the
Washington Street Sewer Bypass project. Once
completed, the project will eliminate surcharge issues in
the existing sewer line and provide additional sewer
capacity for much needed housing development.
Federal Lands Access Program Grant, Thornton
Avenue Cycle Track, City of Newark, CA. Grant
Writing Manager. MNS prepared a FLAP Grant
application for the Thornton Avenue Cycle Track Project.
Greg defined the project concept, prepared a conceptual
plan layout, and prepared a preliminary cost estimate.
The MNS grants team also conducted public outreach.
The application resulted in a grant award of $5.4M.
Proposition 68 Statewide Park Program, City of
Soledad, CA. Grant Writing Manager. MNS prepared the
grant application and provided public outreach support
for the new Hartnell Park Project. MNS prepared public
outreach support materials such as participant
involvement exercises, concept sketches, and meeting
documents. As the process progressed, MNS provided
concept development designs and cost estimates in
conjunction with the City’s contracted landscape
architect. The grant secured $7.6M.
Greg Jaquez, PE | RESUME PG 2
B-4APPENDIX B. RESUMES
Monica Killen, PhD | RESUME PG 1
RESUMES
Monica Killen, PhD
Senior Grant Writer
Firm
MNS Engineers, Inc.
Areas of Expertise
Project management
Grant writing
Grant administration
Parks and recreation management
Outreach
Community engagement
Communication/social media
Public speaking
Business development
Microsoft Office Suite (Excel, Word, Outlook, PowerPoint,
Publisher), Canva
Bilingual (English and Spanish)
Years of Experience
17
Education
PhD, Education, Chapman University, CA
MA, Mexican-American Studies, California State
University, Los Angeles, CA
BS, Human Services, California State University, Fullerton,
CA
Dr. Killen has worked in the public sector for over 17
years with experience in the areas of grant writing,
outreach, project management, park and recreation
management, legislative staffer, and higher education.
Dr. Killen’s expertise in grant writing stems from years of
experience writing grant applications and legislative
proposals. Dr. Killen is also a skilled public speaker with
experience speaking at conferences, community
gatherings, schools and colleges, chamber meetings,
educational presentations, and resident advisory groups.
Fluent in English and Spanish, Dr. Killen is skilled writer
and can communicate effectively to establish immediate
rapport with community members and leaders. Her
specific experience includes the following:
City of Greenfield, CA. Senior Grant Writer. Dr. Killen
prepared a Proposition 68 Statewide Parks Program
grant application for the Greenfield Park Expansion
Project. Award decision pending.
Proposition 68 Statewide Park Program, Greenfield
Park and Community Center, City of Greenfield, CA.
Senior Grant Writer. MNS prepared a Proposition 68
Statewide Park Program grant application for the
proposed Greenfield Park and Community Center. In
addition to grant writing, Monica played a supervisory
role in managing the MNS team of grant writers in
preparation of application narrative and conducting
required public outreach and engagement activities. MNS
did all of the grant writing and assisted the City with
production of public outreach materials. The grant
application resulted in an award of $8.5M.
Tehachapi Valley Recreation and Park District, CA.
Senior Grant Writer. Dr. Killen assisted District staff with
preparation of a Proposition 68 Statewide Parks Program
grant application for the West Park Renovation Project.
Award decision pending.
City of Santa Paula, CA. Senior Grant Writer. Dr. Killen
prepared a grant application narrative for a USDOT
BUILD grant. Award decision pending.
City of Rolling Hills, CA. Senior Grant Writer. Dr. Killen
prepared three Hazard Mitigation grant subapplications
for submittal by CalOES to FEMA. The City was awarded
$2.8M.
City of Monrovia, CA. Senior Grant Writer. Dr. Killen
supervised and shared grant writing duties with a team
member to secure a $500K grant from the SCAG Future
B-5APPENDIX B. RESUMES
Monica Killen, PhD | RESUME PG 2
RESUMES
Communities Pilot Program for an optimization study of
the City’s subsidized car-sharing service.
City of La Cañada Flintridge, CA. Senior Grant Writer.
Dr. Killen secured a $300K Proposition 68 grant from the
Santa Monica Mountains Conservancy to fund project
design and environmental documentation for the Flint
Canyon Trail Restoration Project.
Santa Monica Mountains Conservancy Proposition
68—Grant Writing, City of La Cañada Flintridge, CA.
Senior Grant Writer. MNS prepared a Proposition 68
grant application for the Flint Canyon Wash Trail
Restoration Project. The City was awarded $300K which
will be used to prepare final design plans and
environmental documentation.
San Mateo County Transportation Authority 2021 Call
for Projects, US 101/Holly Street Interchange
Improvement Project, City of San Carlos, CA. Senior
Grant Writer. MNS prepared a grant application to the
2021 SMCTA Call for Projects to fill a funding gap for the
US 101/Holly Street Interchange Improvement Project.
MNS provided grant writing services which included
analysis of various project impacts and benefits. Monica
was a key figure in a team of grant writers who prepared
the application. The grant application resulted in an
award of $10.25M.
Federal Lands Access Program Grant, Thornton
Avenue Cycle Track, City of Newark, CA. Senior Grant
Writer. Monica played a key role in helping manage the
MNS grants team in preparing the application and
conducting required public outreach. The application
resulted in a grant award of $5.4M.
CalOES/FEMA Hazard Mitigation Grant, City of
Rolling Hills, CA. Senior Grant Writer. MNS prepared
three grant sub-applications and provided preliminary
engineering and scoping support. Grant award is
pending.
Charles E. Meyer Desalination Plan (Desal Plant),
Santa Barbara, CA. Senior Grant Writer. MNS is
currently providing technical and grant administration
services for the construction of a pipeline that will
connect to the existing transmission main that will bring
desalinated water to the regional Cater Water Treatment
Plant, which is operated by the City of Santa Barbara.
MNS grant administration tasks include administrative
support for preparation of invoices and payment
requests, drafting and submitting routine progress
reports.
Emergency Deep Aquifer Supply & Storage Tank
Project, Castroville, CA. Senior Grant Writer. MNS
grant administration tasks include administrative support
for preparation of invoices and payment requests,
drafting and submitting routine progress reports.
Moss Landing Wastewater System Rehabilitation,
Castroville, CA. Senior Grant Writer. MNS services
include project management, technical services,
administrative support to comply with loan agreement
tasks including reimbursement preparation and drafting
and submitting routine progress reports. Project
deliverables include Preliminary Engineering Report,
Moss Landing Plan of Study, and FAAST Application.
Carpinteria Advanced Purification Project,
Carpinteria, CA. Senior Grant Writer. MNS prepared a
US Bureau of Reclamation Water SMART: Title XVI
grant application for the Carpinteria Advanced
Purification Project. The Project includes construction of
a 1.0 MGD advanced water purification facility (AWPF) to
treat wastewater effluent from the Carpinteria Sanitary
District. The project will include AWPF with
microfiltration, reverse osmosis, an advanced oxidation
process, purified water pump station, 9,000 feet of
pipeline, two injection wells, and up to four monitoring
wells. The total project cost is estimated to be $35M.
Proposition 1 Groundwater Sustainability, Los
Angeles, CA. Senior Grant Writer. MNS collaborated
with LADWP staff and their consultant design team to
prepare two grant applications for the North Hollywood
Central Groundwater Remediation Project and the
Tujunga Groundwater Remediation Project, respectively.
Highly technical study documents were interpreted for
use in responding to grant application requirements.
MNS also prepared project scheduling documents to
correspond to grant program requirements. The two
projects are part of a historic multiyear effort to remediate
contamination in the San Fernando Groundwater Basin.
Monica was responsible for organizing work assignments
for the grant writing team and contributing to the overall
grant writing effort.
As-Needed Technical Grant Writing, City of Los
Angeles Department of Water and Power (LADWP),
Los Angeles, CA. Senior Grant Writer. MNS prepared a
Title XVI Feasibility Study for the Downtown LA Recycled
Water Project. The MNS grants team completed two
Proposition 1 Groundwater Sustainability Program
applications for two sub-elements of the San Fernando
Basin Remediation Project. Both applications were
successful, and grants were awarded to LADWP for a
combined total of $260M.
Monica Killen, PhD | RESUME PG 2
B-6APPENDIX B. RESUMES
Helen Maggitti | RESUME PG 1
RESUMES
Helen Maggitti
Associate Grant Writer
Firm
MNS Engineers, Inc.
Areas of Expertise
Community outreach
Project stakeholder coordination
Community partnership facilitator
Microsoft Suite
Google Suite
SAS programming
Years of Experience
3
Education
BA, Economics (Major) and Environmental Sciences (Minor)
Williams Smith College, Geneva, NY
Ms. Maggitti recently graduated from William Smith
College with a Bachelor of Arts in Economics and Minor
in Environmental Studies. Helen served as a CivicSpark
Climate Fellow for Americorps where she supported the
City of Carpinteria in reaching their goals for the Strategic
Energy Plan. She is proficient in communicating and
collaborating with agency staff and project stakeholders
to develop robust documents, plans, and ordinances.
Helen also has experience in organizing and facilitating
community outreach programs and cultivating community
partnerships. Her experience includes:
Federal Lands Access Program Grant, Thornton
Avenue Cycle Track, City of Newark, CA. Associate
Grant Writer. MNS prepared a FLAP Grant application for
the Thornton Avenue Cycle Track Project. Helen was
part of the MNS team of grant writers that prepared
application narrative and conducted required public
outreach and engagement activities. The application
resulted in a grant award of $5.4M.
San Mateo County Transportation Authority 2021 Call
for Projects, US 101/Holly Street Interchange
Improvement Project, City of San Carlos, CA.
Associate Grant Writer. MNS prepared a grant
application to the 2021 SMCTA Call for Projects to fill a
funding gap for the US 101/Holly Street Interchange
Improvement Project. MNS provided grant writing
services which included analysis of various project
impacts and benefits. The grant application resulted in an
award of $10.25M.
Local Roadway Safety Plan, City of Solvang, CA.
Assistant Planner. Helen prepared a LRSP for the City of
Solvang.
Local Roadway Safety Plan, City of Soledad, CA.
Assistant Planner. Helen is currently in the process of
completing a LRSP for the City of Soledad.
Local Roadway Safety Plan, City of La Vern, CA.
Assistant Planner. Helen is currently preparing a LRSP
for the City of La Verne.
B-7APPENDIX B. RESUMES
Helen Maggitti | RESUME PG 2
RESUMES
Proposition 68 Statewide Park Program, Greenfield
Park and Community Center, City of Greenfield, CA.
Associate Grant Writer. MNS prepared a Proposition 68
Statewide Park Program grant application for the
proposed Greenfield Park and Community Center. Helen
was part of the MNS team of grant writers that prepared
the grant application and assisted the City with
production of public outreach materials. The grant
application resulted in an award of $8.5M.
Carpinteria Advanced Purification Project,
Carpinteria, CA. Associate Grant Writer. MNS prepared
a U.S. Bureau of Reclamation Water SMART: Title XVI
grant application for the Carpinteria Advanced
Purification Project. The Project includes construction of
a 1.0 MGD advanced water purification facility (AWPF) to
treat wastewater effluent from the Carpinteria Sanitary
District. The project will include AWPF with
microfiltration, reverse osmosis, an advanced oxidation
process, purified water pump station, 9,000 feet of
pipeline, two injection wells, and up to four monitoring
wells. The total project cost is estimated to be $35M. The
application is pending a decision.
Americorps, City of Carpinteria, CA. CivicSpark
Climate Fellow. Helen supported the City of Carpinteria
in reaching the goals laid out in their Strategic Energy
Plan. In this capacity, she communicated and
collaborated with agency staff and outside project
stakeholders; researched and developed documents,
plans, and ordinances; gave presentations to agency
staff, City Council, and the community; cultivated
community partnerships with other local agencies and
nonprofits; and organized and facilitated community
outreach surrounding City energy initiatives.
Hobart and William Smith (HWS) Colleges Office of
Sustainability, Geneva, NY. Student Intern. Helen
completed two annual greenhouse gas inventory reports
in support of Hobart and William Smith Colleges’ Carbon
Commitment with Second Nature. Her responsibilities
included collecting emission source data and calculated
resulting emissions; researching and proposing possible
projects to mitigate and offset the colleges’ emissions;
and communicating with and retrieving data from various
departments on campus as well as Second Nature and
multiple carbon offset companies. Helen worked
independently as well as collaboratively to meet
deadlines; assisted the Sustainability Manager with
administrative work; and organized and delegated to
other student interns and EcoRep positions.
Hobart and William Smith (HWS) Campus Greens,
Geneva, NY. Club President. Helen hosted weekly club
meetings and planned and organized zero-waste dinner
events with 50-100 attendees. She managed a two-day
clothing-swap events each semester and assigned tasks
to other club members. Through advocacy, Helen strived
to make HWS and the larger community more
sustainable through advocacy, petitions, tabling, and
social media advertising.
Helen Maggitti | RESUME PG 2
B-8APPENDIX B. RESUMES
Taylor Gullikson | RESUME PG 1
RESUMES
Taylor Gullikson
Associate Grant Writer
Firm
MNS Engineers, Inc.
Areas of Expertise
Grant Writing
Environmental Monitoring and Inspection
Public Outreach
Years of Experience
3
Certification(s)
PADI Open Water Diver
Education
BS, Environmental Science and Management (Ecology,
Biodiversity, and Conservation), University of California,
Davis, CA
Affiliation(s)
Local Government Commission - CivicSpark Fellow
Program Coordinator Microplastics Task Force - Surfrider
Foundation SLO Chapter
Ms. Gullikson's expertise includes grant writing,
environmental monitoring and inspection, and preparing
stormwater regulatory compliance reports; and services
to fulfill municipal stormwater permit requirements. Taylor
updated and managed structural Best Management
Practices (BMP) inventory in 2ndNature; developed and
distributed new multi-media public outreach materials on
topics including sustainable landscaping, stormwater
pollution prevention, and safe pet waste management;
and conducted visual assessments and collected GPS
information on trash loading in priority areas. Her specific
project experience includes:
Primary Sedimentation Tank Rehabilitation and
Equipment Room Electrical Upgrade Project, Palo
Alto, CA. Associate Grant Writer. MNS is currently
providing construction management services and loan
administration for the Primary Sedimentation Tank
Rehabilitation and Equipment Room Electrical Upgrade
Project funded by the California State Water Resources
Control Board Clean Water State Revolving Fund. The
project entails planning, design, and procurement to
rehabilitate and upgrade PSTs and primary effluent
channel structure, sludge collection mechanism system
drive units, primary sludge and scrum piping, electrical
Motor Control Center (MCCs), and ancillary systems in
order to improve reliability of treatment processes at the
Regional Water Quality Control Plant (RWQCP). MNS
loan administration tasks include administrative support
for preparation of invoices and payment requests,
drafting and submitting routine progress reports.
Regional Supply Pipeline Project, Santa Barbara
County Proposition 1 Integrated Regional Water
Management (IRWM) Round 1 Implementation Grant,
Santa Barbara, CA. Associate Grant Writer.
Emergency Deep Aquifer Well and Storage Tank,
Small Community Drought Relief Program,
Castroville, CA. Associate Grant Writer. MNS is
currently providing technical and grant administration
services for the Emergency Deep Aquifer Supply and
Storage Tank project. MNS is providing planning and
design services for the Deep Aquifer Well, Arsenic
Treatment System, and Storage Tank. Once completed,
the project will provide approximately 300 acre-feet per
year (AFY) of clean drinking water to the community of
Castroville and increase water reliability. MNS grant
administration tasks include administrative support for
preparation of invoices and payment requests, drafting
and submitting routine progress reports.
B-9APPENDIX B. RESUMES
Taylor Gullikson | RESUME PG 2
RESUMES
Moss Landing Wastewater System Rehabilitation,
Castroville, CA. Associate Grant Writer. MNS services
include project management, technical services,
administrative support to comply with loan agreement
tasks including reimbursement preparation and drafting
and submitting routine progress reports. Project
deliverables include Preliminary Engineering Report,
Moss Landing Plan of Study, and FAAST Application.
Valley Village Stormwater Management Project,
Proposition 1 Stormwater Program, Los Angeles, CA.
Associate Grant Writer. MNS prepared a Proposition 1
Stormwater Implementation Grant application for the
Valley Village Park Stormwater Project. To minimize the
region’s dependence on imported water, the project will
capture 158 AFY of runoff from a 453-acre tributary area
and recharge the San Fernando Valley Groundwater
Basin. The project consists of installing a 0.65-acre
underground infiltration gallery at Valley Village Park.
Construction of the underground infiltration gallery
includes installation of a storm drain diversion structure,
stormwater pipeline, two hydrodynamic separator (HDS)
units, flow measuring devices, and maintenance holes.
Utility Relocation Environmental Monitoring,
Vandenberg Air Force Base, CA. Environmental
Technician. Assisted with monitoring, inspection,
enforcement, and surveying activities of environmental
programs or projects as assigned. Assisted with
maintaining inspections files, records, and logs; writing
reports and chronologies; maintaining and updating
various databases and filing and record keeping
systems. Applied an understanding of permitting and
monitoring requirements to assist with efforts to monitor
and protect identified endangered animal species such
as the California Red-Legged Frog and Vernal Pool Fairy
Shrimp, and plant species of concern such as Seacliff
Buckwheat, and the Gaviota Tarplant. Assisted with
delivery of training to contractors and others to work
safely around sensitive plant and animal species.
Assisted with preparation and delivery of outreach
materials and conducting outreach efforts.
Federal Lands Access Program, City of Newark, CA.
Public Outreach Specialist. In support of a grant
application to fund the proposed Thornton Avenue Cycle
Track, produced a promotional video describing the
project need and scope.
Los Angeles County Regional Park and Open Space
District Measure A Competitive, City of San Gabriel,
CA. Associate Grant Writer. Prepared a grant application
to fund a new trail and bridge connection to Vincent Lugo
Park.
District Administrative Support, Los Olivos
Community Services District, CA. Project Coordinator.
Assisted with managing LOCSD’s Streamline website,
including uploading meeting agendas, minutes, video
recordings and other documents as required by the
Brown Act and the Special District Leadership
Foundation (SDLF). Meeting with Streamline (website
server platform) to discuss changes to the website in
preparation for an upcoming Benefit Assessment
Election. Assisted the Board in meeting requirements for
the SDLF Certificate of Transparency to certify LOCSD
as a Special District. Revised and distributed documents
though email and USPS to stakeholders, including
meeting agendas and quarterly District updates.
Managed calendar content and email accounts to assist
Board members in being accountable, on track, and up to
date with stakeholder communications. Created a
YouTube channel and uploaded meeting videos monthly.
WaterSMART: Title XVI WIIN Water Reclamation and
Reuse Projects, Carpinteria Valley, CA. Associate
Grant Writer.
Title XVI Water Reclamation and Reuse, Carpinteria
Valley Water District, CA. Associate Grant Writer.
Researched and provided content for the environmental
section of the grant application to fund the Carpinteria
Advanced Purification Project.
Taylor Gullikson | RESUME PG 2
B-10APPENDIX B. RESUMES
Nick Panofsky, PE, QSD | RESUME PG 1
RESUMES
Nick Panofsky, PE, QSD
Water Resources Engineer
Firm
MNS Engineers, Inc.
Areas of Expertise
Water/wastewater infrastructure rehabilitation and
improvements
Stormwater Management Plans
Water resources planning
Project management
Years of Experience
16
Licensing
Professional Civil Engineer, CA No. 75006
Certification
Qualified SWPPP Developer, CA No. 75006
Education
MBA, Shidler College of Business, University of Hawaii, HI
BS, Environmental Engineering, California Polytechnic
State University, San Luis Obispo, CA
Affiliations
American Public Works Association
American Society of Civil Engineers
American Water Works Association
Water Environment Federation
Mr. Panofsky has over 16 years of professional
consulting experience in the water resources industry.
Nick has advanced his expertise through a variety of
municipal infrastructure design projects including potable
water, recycled water, wastewater, and stormwater. He
has been involved in every stage of the design process,
including planning, analysis, design, construction
management, and operational assistance. He actively
manages projects to meet both technical and financial
goals. His experience includes:
Springfield Water System Improvements,
Pajaro/Sunny Mesa Community Services District, CA.
Senior Project Engineer. This project involves planning
and designing upgrades to the Springfield Water System
to deliver a high-quality water source and long-term
water supply reliability for the community. The existing
Springfield Water System, fed by a single shallow well,
has documented water quality problems for a number of
contaminants such as nitrates, salinity, and sulfate. The
proposed system includes a new water supply from a
well or adjacent system, water treatment, water storage
tank, booster pump station, back-up generator, and water
transmission mains. In addition, this project replaces
water service laterals from the existing distribution mains
to each residence currently receiving water from the
system.
Critical Water Supply Improvements for Pajaro,
Pajaro/Sunny Mesa Community Services District, CA.
Senior Project Engineer. This project involved planning,
design, and construction management services for the
construction of water storage improvements for a
disadvantaged community in northern Monterey County.
The project included a new 600,000-gallon bolted steel
potable water storage tank, system integration, controls,
and a variety of site improvements to transform a
greenfield site to a municipal facility.
Bicycle/Pedestrian Path and Railroad Crossing
Sewer Force Main Relocation, Castroville Community
Services District, CA. Technical Lead. This project
rerouted an existing 6-inch wastewater force main as part
of a larger project to construct a bike and pedestrian
bridge. The proposed bridge crosses the Union Pacific
Railroad, and the existing force main was an obstruction
to the proposed bridge footings and pilings. Two
segments of force main were relocated. The project
included coordination with the bridge design consultant,
and the District. Bypassing was also required as part of
the project.
B-11APPENDIX B. RESUMES
Nick Panofsky, PE, QSD | RESUME PG 2
RESUMES
Robin Hill Road Sewer Main Replacement, Goleta
Sanitary District, CA. Project Manager. This project
provides planning and design services for the
replacement of 1,250 linear feet of 10-inch-diameter
vitrified clay sewer pipe located in Robin Hill Road in
Goleta, CA. Construction for the project will include
ground dewatering and sewer bypassing. The preliminary
design effort included field survey, sewer flow monitoring,
desktop review of geotechnical studies within the project
area, and preparation of Basis of Design report for sewer
replacement. Field survey determined the sewer includes
a vertical sag in profile resulting in loss of hydraulic
capacity. Based on findings, final design for replacement
sewer is ongoing. Final design includes additional
geotechnical investigations and preparation of final
contract documents for construction including traffic
control plans. MNS will lead the effort to obtain
encroachment permits from the Cities of Goleta and
Santa Barbara for project construction.
Engineering Services for GIS Data Management,
Goleta West Sanitary District, CA. Project Manager.
Responsibilities include updating and maintaining the
City’s Sanitary District Geographic Information Systems
(GIS) database, correcting known inaccuracies and
adding new developments based on CAD files. The
project included the creation of an atlas map book and
wall map for the District.
El Estero Wastewater Treatment Plant Sodium
Hypochlorite Line Replacement Project, City of Santa
Barbara, CA. Project Engineer. This project replaced an
existing chemical feed line at the Santa Barbara
Wastewater Treatment Plant. The project included
development of complete project plans and specifications
to install approximately 600 linear feet of two ¾-inch
chemical feed lines double contained in 4-inch conduit,
as well as a chlorine dosing regulation station to allow
chlorination of multiple areas within the treatment plant.
Coastal Inflow and Infiltration Reduction Project, City
of Santa Barbara, CA. Project Engineer. This project
developed design plans to rehabilitate approximately
3,300 linear feet of 33-inch vitrified clay pipe (VCP)
sewer main located west of Cabrillo Boulevard in Santa
Barbara. Some of the manholes are located in the sandy
beach area, which required special environmental
mitigation measures. The alignment crosses under
Mission Creek and the entrance to Stearns Wharf, which
necessitated extensive public coordination requirements.
The project included lining of the existing sewer without
bypassing. A spiral wound polyvinyl chloride (PVC) pipe
lining product was specified.
Inflow and Infiltration Master Plan, Ojai Valley
Sanitary District, CA. Lead Engineer. As a result of a
aging and deteriorated collection system, the District
experiences high peak wastewater flow rates during wet
weather. Responsibilities included researching,
documenting, writing and completing a master plan to
evaluate the inflow and infiltration (I&I) issues within the
District’s service area. The end product documented the
areas experiencing the highest levels of I&I within the
service area, as well as developed anticipated
construction costs to mitigate these issues.
Flying Flags Sewer Line Repair, City of Buellton, CA.
Project Manager. The project replaced approximately
150 linear feet of 10-inch cast iron and vitrified clay
gravity sewer main with PVC, installed a new manhole,
and raised another manhole to grade to reduce
infiltration. Located within a mobile home park, close
coordination occurred with a large number of transient
residents. Additionally, the sewer line—installed at a
depth of approximately 15 feet in soft sandy soils—
required a nearly 30-foot-wide excavation for the entire
length of the project alignment. Unknown utilities also
had to be located and protected. Responsibilities
included managing a team of engineers, drafters, and
other staff to develop detailed contract documents for
replacing.
Harvard Boulevard Improvements, Peck Road to
Elizabeth Court, City of Santa Paula, CA. Senior
Project Engineer. This project installs over 10,000 linear
feet of potable water and gravity wastewater pipeline.
Improvements include abandonment of the existing 24-
inch vitrified clay pipe (VCP) sewer main and manholes,
installation of 46 of 36-inch polyvinyl chloride polystyrene
(PVC PS) sewer main approximately 2,840 feet in length,
installation of 13 pre-cast polymer manholes,
replacement of sewer service laterals, and connections
to existing sewer mains.
El Camino De La Luz and Via Lucero Lift Stations,
City of Santa Barbara, CA. Project Manager. This
project designed a new 6-inch redundant force main to
supplement the existing 100-linear-foot, 4-inch high-
density polyethylene pipe (HDPE) force main. MNS
provided a detailed alignment alternatives analysis from
both cost and hydraulic perspectives. This project was
part of the larger Force Main Improvements project.
Responsibilities included managing a team of engineers,
drafters, and other staff to develop detailed contract
documents for the construction of multiple wastewater
force mains. Design of both force mains was placed on
hold pending availability of funding.
Nick Panofsky, PE, QSD | RESUME PG 2
B-12APPENDIX B. RESUMES
Tyler Hunt, PE, QSD/QSP | RESUME PG 1
RESUMES
Tyler Hunt, PE, QSD/QSP
Water Resources Engineer
Firm
MNS Engineers, Inc.
Areas of Expertise
Project management
Municipal infrastructure
Wastewater treatment
Wastewater reclamation
Site improvements
Irrigation and water delivery design
Low-impact development
Stormwater pollution prevention plans
Water system consolidation
Years of Experience
22
Licensing
Professional Civil Engineer, CA No. 74580
Certification
Qualified SWPPP Developer, CA No. 00822
Education
BS, Agricultural Systems Management, California
Polytechnic State University, San Luis Obispo, CA
Affiliations
American Public Works Association, Executive Committee
American Society of Civil Engineers
Mr. Hunt has over 22 years of experience in the water
resources/wastewater industry. Tyler’s expertise includes
project management, water/wastewater conveyance, site
improvements, wastewater treatment, wastewater
reclamation, irrigation and water delivery, stormwater
pollution prevention, low-impact development (LID),
water system consolidation, and municipal infrastructure
projects. In addition to engineering design, he is
experienced with providing construction management
and inspection services such as public utility
coordination, inspection, estimating, and client support.
His experience includes:
Mesa Tanks Replacement Project, City of Santa
Paula, CA. Project Manager. This project encompasses
planning and design to replace two 300,000-gallon steel
tanks. The site is located on a steep hillside with limited
construction access and nearby residences. Project
elements include site improvements, retaining wall, two
300,000-gallon welded steel tanks, piping improvements,
a new generator, and electrical/I&C improvements.
Water Tank Replacement and Chloramine
Modifications, Villa Del Monte Mutual Water
Company, CA. Project Manager. This project replaces
the existing bolted steel reservoir and converts
disinfection to chloramines. The scope of work includes
preliminary and detailed design phases. A technical
memorandum was prepared to evaluate tank
replacement and disinfection system alternatives, which
included four tank construction materials, three
chemicals for ammonia addition, chemical delivery and
storage requirements, control system modifications, and
preliminary site layout. In accordance with the
recommendations of the technical memorandum, MNS
prepared detailed design plans, specifications, and
engineer’s estimate of probable cost of construction
(PS&E) suitable for public bid. MNS also applied for and
obtained necessary permits with local and State
jurisdictions.
Microfiltration Break Tank Repair/Replacement, West
Basin Municipal Water District, CA. Project Manager.
The Juanita Millender-McDonald Carson Regional Water
Recycling Plant produces high quality recycled water
through microfiltration and reverse osmosis treatment
processes. The microfiltration filtrate is temporarily stored in
an existing above-ground steel welded tank built in 1999.
The existing tank had significant corrosion and required
rehabilitation or replacement. MNS prepared a preliminary
design report to develop recommendations for the repair or
B-13APPENDIX B. RESUMES
Tyler Hunt, PE, QSD/QSP | RESUME PG 2
RESUMES
replacement of the tank. Following the submittal of the
preliminary design report, the District opted to replace the
tank in the existing footprint. MNS designed the 45-foot-
diameter, 194,000-gallon welded steel tank, which included
an engineered aggregate pier foundation.
Los Feliz Drive Waterline Improvements, City of
Thousand Oaks, CA. Design Lead. As part of the Los
Feliz Sidewalks Improvement project, the City desired to
replace the aging water infrastructure along Los Feliz
Drive. Water system improvements include replacing
existing water main with approximately 1,400 linear feet
of 10-inch PVC, as well as water service laterals, valves,
and other components.
Upper Country Club Drive Pipeline Replacement
Project, City of Burbank Water and Power, CA.
QA/QC Engineer. This conceptual and detailed design
project will replace approximately 1,400 feet of existing
six-inch water main with a new six-inch pipeline,
including replacement of the water storage tank
connections. The preliminary design evaluated
alternative alignments for replacing the existing water
main with an upgraded six-inch ductile iron pipeline in a
narrow canyon roadway impacted with several utility
lines. No alignments could meet California Waterworks
Standards criteria for separation from utility lines carrying
non-potable fluids, so coordination with the Division of
Drinking Water (DDW) to determine the preferred
alignment was required. Responsibilities include quality
assurance/quality control reviews.
Thousand Oaks Boulevard Waterline Improvements,
City of Thousand Oaks, CA. QA/QC Engineer. As part
of the Thousand Oaks Boulevard Streetscape
Improvement project, this project will replace the aging
water infrastructure along Thousand Oaks Boulevard and
Los Feliz Drive. This project will remove and replace 160
linear feet of an existing 4-inch water main with a new
10-inch pipe; abandon and replace 240 linear feet of
existing 6-inch water main with a new 10-inch pipe;
remove and replace 60 linear feet of existing 10-inch
water main with a new 10-inch pipe; and remove and
replace 10 service laterals and corresponding water
meters, 11 main valves, and three fire hydrants. MNS is
providing engineering design and support services.
Water and Power Campus Stormwater Improvement
Project, City of Burbank Water and Power, CA. Project
Manager. This $4M project included preliminary design,
detailed design, permitting support services, and
engineering services during construction. The preliminary
design for this project evaluated alternatives for the
Ecocampus to comply with the new stormwater discharge
quality standards. Following preliminary analysis, a
preferred project was identified and recommended for
detailed design, permitting and construction. The detailed
design will install an underground storage, infiltration, and
reuse system to pre-treat and capture to up 273,000
gallons of stormwater. Once captured, the water can be
either used onsite as cooling tower make up water or
infiltrated to the local ground water basin. The project
involves construction of an 800-gallon-per-minute
submersible stormwater transfer pump station and 12-
inch-diameter force main pipeline to convey water from the
underground storage and infiltration basin for use in the
plant cooling process. The project also constructs 360 feet
of new 36-inch-diameter off-site storm drain pipeline in the
Magnolia Boulevard and N. Varney Street right-of-way and
new connection to the Burbank Western Channel.
Sewer Main Replacements, City of Lompoc, CA.
Project Manager. This multiphase infrastructure project
replaced over 5,000 linear feet of existing gravity sewer
mains. Construction elements include trenchless pipe
installation, traffic control plans, overlapping easements,
Caltrans right-of-way (R/W) for encroachment on State
Route 1, and multiple Union Pacific Railroad (UPRR)
crossings. MNS provided land surveying and civil
engineering services, including engineered construction
plans, site verification, and agency coordination support.
Sewer Main Replacements, City of Lompoc, CA.
Project Manager. This multiphase infrastructure project
replaced over 5,000 linear feet of existing gravity sewer
mains. Construction elements include trenchless pipe
installation, traffic control plans, overlapping easements,
Caltrans right-of-way (R/W) for encroachment on State
Route 1, and multiple Union Pacific Railroad (UPRR)
crossings. MNS provided land surveying and civil
engineering services, including engineered construction
plans, site verification, and agency coordination support.
Robin Hill Road Sewer Main Replacement, Goleta
Sanitary District, CA. QA/QC Manager. This project
provides planning and design services for the
replacement of 1,250 linear feet of 10-inch-diameter
vitrified clay sewer pipe located in Robin Hill Road in
Goleta, CA. Construction for the project will include
ground dewatering and sewer bypassing. The preliminary
design effort included field survey, sewer flow monitoring,
desktop review of geotechnical studies within the project
area, and preparation of Basis of Design report for sewer
replacement. Field survey determined the sewer includes
a vertical sag in profile resulting in loss of hydraulic
capacity.
Tyler Hunt, PE, QSD/QSP | RESUME PG 2
B-14APPENDIX B. RESUMES
Beth Reineke | RESUME PG 1
RESUMES
Beth Reineke
Water Resources Specialist
Firm
MNS Engineers, Inc.
Areas of Expertise
Environmental services
Permitting
Compliance
NPDES
Hazardous waste
Years of Experience
19
Certification(s)
40-Hour HAZWOPER Course, Columbus, Ohio Fire
Academy
Federal Resources, Counter CBRN All Hazards
Management Response
Federal Resources, First Responder Offensive Course
Education
BS, Environmental Scient, Oregon State University, OR
Professional Development
RCRA Hazardous Waste Management (EPA Required)
Course
US Air Force, School of Bioenvironmental Engineering
US Air Force, School of F 16 Avionics and Electronic
Principles
Ms. Reineke has over 19 years of experience providing
environmental services including compliance, reporting,
and permitting for National Pollutant Discharge
Elimination System (NPDES), California Environmental
Quality Act (CEQA), United States Environmental
Protection Agency (EPA), and Certified Unified Program
Agencies (CUPA). Beth is adept at managing complex
databases and large collections of reports and
compliance schedules. She is a skilled communicator
who delivers effective project messages and works very
productively with colleagues as well as external
stakeholders. She has performed data integrity audits
and expeditiously addressed errors.
Beth served as the District Liaison for compliance,
reporting and mitigation measures with the California
Division of Drinking Water (DDW), South San Luis
Obispo County Sanitation District (SSLOCSD), San Luis
Obispo County Air Pollution Control District (APCD), and
EPA while with the Golden State Water Company
(GSWC). She also ensured the occupational spaces,
base waterways, and storage facilities met Cal/OSHA
and EPA requirements for the United States Air Force.
Beth compiled and tracked annual air reports for the
Counties of Ventura, Santa Barbara, and San Luis
Obispo. Beth also assisted with site surveys, inspections,
and operating permit interpretation. She has audited,
created, and submitted over 400 compliance reports
annually with zero missed deadlines. She created,
submitted, and tracked permits to the State of California
and counties within California. Beth served as District
Administrative Contact for compliance and reporting of
allowable discharges. She performed annual reporting of
events and routine sample collection; served as the
central point of contact and reviewer for various districts
environmental compliance on large projects involving
multiple agencies. Beth has worked under EPA
regulations for environmental and drinking water
compliance. She managed 43 sites hazardous materials
business plans with a perfect compliance record. Her
experience includes:
Golden State Water Company (GSWC), Santa Maria,
CA. Associate Water Quality Engineer. Beth liaised
between GSWC and the California State Water
Resources Control Board (SWRCB), Division of Drinking
Water. Additional responsibilities included serving as the
Internal Compliance Auditor and providing reporting,
trending analysis, modeling studies, and Water System
Improvement Project Scoping.
B-15APPENDIX B. RESUMES
Beth Reineke | RESUME PG 2
RESUMES
ATP Cycle 6, City of San Carlos, CA. Grant Writer.
Beth is responsible for developing public outreach
content and preparing a grant application.
ATP Cycle 6, City of Stockton, CA. Grant Writer. Beth
is responsible for developing public outreach content and
preparing a grant application.
Clean Water SRF Grant, Castroville Community
Services District, CA. Grant Writer/Grants Analyst.
MNS provided technical and grant writing services for the
Washington Street Sewer Bypass project. Once
completed, the project will eliminate surcharge issues in
the existing sewer line and provide additional sewer
capacity for much needed housing development. Beth
was responsible for developing the Project Report and
grant application content.
California Air National Guard, Bioenvironmental
Engineering, CA. Environmental and Occupational
Health and Safety Compliance Coordinator. Beth
managed exposure and health records for service
members.
United States Air Force. F 1 6 Avionics Technician.
Responsibilities included aircraft electronics, wiring, and
flight control troubleshooting and maintenance.
Beth Reineke | RESUME PG 2
B-16APPENDIX B. RESUMES
Michael Ip, PE, QSD | RESUME PG 1
RESUMES
Michael Ip, PE, QSD
Transportation/Traffic Engineer
Firm
MNS Engineers, Inc.
Areas of Expertise
Roadway, highway, and interchange design
Transportation planning
Traffic engineering
Drainage and flood control facilities
Construction and project management
Caltrans
Years of Experience
28
Licensing
Professional Civil Engineer, CA No. 43671
Certification
Qualified SWPPP Developer, CA No. 43671
Education
MS, Construction Management, University of California,
Berkeley, CA
BS, Civil Engineering, University of California, Irvine, CA
Affiliations
American Council of Engineering Companies
American Public Works Association
American Society of Civil Engineers
Awards
2020 APWA Project of the Year, Thousand Oaks
Boulevard Streetscape
2019 APWA Project of the Year, Westlake Boulevard
(State Route 23) Sidewalk and Bicycle Lane
Improvements Project
2017 APWA/ASCE Project of the Year, Donlon Road
Realignment
2017 ACEC Engineering Excellence Merit, Colorado
Esplanade
2012 APWA Project of the Year, California State
University Channel Islands Entrance Road Improvements
2010 ACEC Engineering Excellence Merit, Fillmore Water
Recycling
2010 APWA Project of the Year, Lewis Road (State Route
34) Widening State Segment
2007 APWA Project of the Year, Lewis Road Widening
Mr. Ip is a Principal Engineer with 28 years of experience
specializing in the design and management of
transportation facilities and capital improvement projects.
Michael’s technical experience includes all project
phases, including project reports, planning, design, and
construction management. His management experience
includes oversight and direction of technical
professionals, client liaison, quality control, subconsultant
coordination, public outreach and resources allocation to
ensure the timely delivery of project deliverables. At
MNS, Michael serves as Principal Engineer and Project
Manager specializing in transportation projects. His
experience includes:
Mulholland Highway Improvements Design, City of
Calabasas, CA. Project Manager. The City of Calabasas
proposes to construct roadway and safety improvement
on Mulholland Highway (MH), between Old Topanga
Canyon Road (East) and the southern City limit
approximately 2.7 miles in length. MH is the primary
north-south road in the southwestern portion of the City,
connecting unincorporated Los Angeles County in the
south end and the City of Los Angeles on the north end.
MH is a scenic road and a designated emergency route.
It is primarily a two-lane road with left turn lanes at the
approaches to intersections. Average daily traffic on MH
is about 8,500 vehicles. MH serves as the primary route
for multiple residential communities, schools, and
recreational areas on MH. Scope of work includes
developing a safe roadway facility, developing a roadway
blending within the local environment and community,
and public outreach and coordination with project
stakeholders.
C Street Bicycle Facilities Installation, City of
Oxnard, CA. Project Manager. This project will install
bicycle facilities (Class II and III) on C Street from
Hueneme Road to Gonzales Road. The project is
primarily located along C Street. At the southerly end, the
bike facility will be on Courtland Street from Hueneme
Road to Canterbury Way. The project includes Class III
bicycle facilities to close gaps on the following streets
intersecting or adjacent to C Street: Hill Street from C
Street to Novato Drive, Guava Street from C Street to
East Hemlock Street, East Hemlock Street from Guava
Street to Patterson Road, and G Street from Guava
Street to Wooley Road. The project coordinates the
proposed improvements with two City projects: Thin
Maintenance Overlay Project Phase 2 and Bryce Canyon
North and South Resurfacing Project. The project will
provide approximately nine miles of bicycle facilities.
B-17APPENDIX B. RESUMES
Michael Ip, PE, QSD | RESUME PG 2
RESUMES
US 101/Holly Street Interchange and Pedestrian
Overcrossing (POC) Project, City of San Carlos, CA.
Principal Engineer. This $25.8M project modifies the
existing interchange on US 101 at the Holly Street
overcrossing (OC) and adds a pedestrian overcrossing
(POC) over US 101. The interchange modification will
remove the northeast and southwest loop ramps from the
existing full cloverleaf (Type L-10) interchange and
create a partial cloverleaf (Type L-9) interchange to US
101. Diagonal on- and off-ramps will be modified to
create more bicycle- and pedestrian-friendly crossings.
Holly Street will be widened to provide a third through
lane for limited sections at on-ramp approaches. The
existing deck drains, electroliers, concrete median, and
concrete barriers will be modified on the existing Holly
Street OC. The POC will provide a new 12-foot-wide
multi-use path approximately 430 feet south of the Holly
Street OC. As an alternate route for non-motorists, the
POC will provide cross-freeway access without the need
to traverse ramp termini and entrances. Other key
features of the project include ramp widening, ramp
metering improvements, drainage improvements, storm-
water retention basins, retaining walls, bicycle
roundabouts at either end of the multi-use pathway,
signing and striping improvements in Redwood City on
the east side of US 101, signal improvements at the
Industrial Road/ Holly Street intersection, and fiber optic
modifications along Industrial Road on the west side of
US 101.
Los Feliz Drive Sidewalks Phase 2, City of Thousand
Oaks, CA. Project Manager. This project will install 800
linear feet of pedestrian facilities on the north and south
sides of Los Feliz Drive between Thousand Oaks
Boulevard and Conejo School Road. Los Feliz Drive
within the project limits consists of high-density
residential properties. The project will install missing
segments of sidewalk and improve pedestrian safety.
These improvements consist of sidewalk construction,
driveway reconstruction, traffic lane striping and
markings, curb and gutter construction, and crosswalk
striping. The project also involves utility relocation in
various locations. Upgrades will also be made to the
existing striping, crosswalk, and signage on Los Feliz
Drive.
West and East Ojai Avenue Pipeline, City of Ojai CA.
Project Manager. Casitas Municipal Water District
(CMWD) retained Waterworks Engineers, LLC (WWE) to
design a new water pipeline in Ojai Avenue (State Route
150) from Bristol Road and San Antonio Street to Gridley
Road and Oak Glen Avenue, approximately 7,500 linear
feet. MNS coordinated with Casita Municipal Water
District, City of Ojai, and Caltrans and prepared traffic
control plans, traffic management plan and water
pollution control program in support of a Caltrans
encroachment permit for approximately 7,500 linear feet
of new potable water and fiber optic lines on State Route
150 through downtown Ojai. Proposed traffic control plan
and management plan will minimize the impacts to
motoring public, businesses and property owners.
Robin Hill Road Sewer Replacement, City of Goleta,
CA. Lead Engineer. Goleta Sanitary District retained
MNS to design 1500 LF of sanitary sewer line and
manhole replacements in Robin Hill Road and Hollister
Avenue. The project was located in both the jurisdictional
of the Cities of Goleta and Santa Barbara. MNS
coordinated with Goleta Sanitary District and the two
Cities and prepared sanitary sewer improvements and
traffic control plans. Project improvements required
dewatering wells to lower groundwater during
construction and sewer bypasses.
Marie Kerr Park and Ride Project, City of Palmdale,
CA. Project Manager. The project located at the
northwest corner of Rancho Vista Boulevard and 25th
Street West will buildout the remaining 19 acres of the
Marie Kerr Park site by constructing a Park and Ride
facility, east of the amphitheater. This 1,000+ parking
space facility will serve as a park and ride destination as
well as provide parking for Palmdale Amphitheater
events and Best of the West softball tournaments. The
Park and Ride facility will include Vanpool, RV, ADA,
future charging stations, bicycle parking spaces, pick up
and drop off areas, storm drain, stormwater treatment
landscaping, and site lighting facilities. The off-site street
improvements will include parkway improvements along
the west side of 25th Street West.
Hillcrest Drive Sidewalk—Yellen Park Project, City of
Palmdale, CA. Project Manager. The project provided a
missing sidewalk link on Hillcrest Drive from Avenue S to
Buena Vista Elementary School Boulevard. The westerly
street parkway improvements included a new sidewalk,
ADA curb ramps, and street lighting.
Dockweiler Drive Extension, City of Santa Clarita,
CA. Project Manager. The City of Santa Clarita proposes
to construct a $30M Secondary Arterial—Dockweiler
Drive from Sierra Highway to Railroad Avenue. The
project will provide an important north-south connection
for the City, a new entrance to Masters University, and a
secondary emergency access point for the Placerita
Canyon community. The roadway extension and
widening will go through an existing railroad crossing,
business district, hilly terrain, and the Master’s University
property.
Michael Ip, PE, QSD | RESUME PG 2
C-1APPENDIX C. STANDARD AGREEMENT
Appendix C. Standard AgreementC
Requested Changes
MNS has reviewed the City's Standard Agreement (Attachment 2). We request our
suggestions be considered in an effort to reduce the amount of liability. Please
contact us with any questions of concerns in regards to these changes. We are
certain we can come to an acceptable agreement in regard to the Agreement. Only
sections with comments are provided.
C-2APPENDIX C. STANDARD AGREEMENT
City of Santa Ana RFP 22-064
Page 18
subcontractors, agents, employees, or other persons acting on their behalf which relates to the
services described in section 1 of this Agreement; and (2) from any claim that personal injury,
damages, just compensation, restitution, judicial or equitable relief is due by reason of the
terms of or effects arising from this Agreement. This indemnity and hold harmless agreement
applies to all claims for damages, just compensation, restitution, judicial or equitable relief
suffered, or alleged to have been suffered, by reason of the events referred to in this Section
or by reason of the terms of, or effects, arising from this Agreement. The Consultant further
agrees to indemnify, hold harmless, and pay all costs for the defense of the City, including
fees and costs for special counsel to be selected by the City, regarding any action by a third
party challenging the validity of this Agreement, or asserting that personal injury, damages,
just compensation, restitution, judicial or equitable relief due to personal or property rights
arises by reason of the terms of, or effects arising from this Agreement. City may make all
reasonable decisions with respect to its representation in any legal proceeding.
Notwithstanding the foregoing, to the extent Consultant's services are subject to Civil Code
Section 2782.8, the above indemnity shall be limited, to the extent required by Civil Code
Section 2782.8, to claims that arise of, pertain to, or relate to the negligence, recklessness, or
willful misconduct of the Consultant.
9. INTELLECTUAL PROPERTY INDEMNIFICATION
Consultant shall defend, indemnify and hold ham1less the City, its officers, agents,
representatives, and employees against any and all liability, including costs, and attorney's fees,
for infringement of any United States' letters patent, trademark, or copyright contained in the
work product or documents provided by Consultant to the City pursuant to this Agreement.
10. RECORDS
Consultant shall keep records and invoices in connection with the work to be performed
under this Agreement. Consultant shall maintain complete and accurate records with respect to
the costs incurred under this Agreement and any services, expenditures, and disbursements
charged to the City for a minimum pe1iod of three (3) years, or for any longer period required by
law, from the date of final payment to Consultant under this Agreement. All such records and
invoices shall be clearly identifiable. Consultant shall allow a representative of the City to
examine, audit, and make transcripts or copies of such records and any other documents created
pursuant to this Agreement during regular business hours. Consultant shall allow inspection of
all work, data, documents, proceedings, and activities related to this Agreement for a period of
three (3) years from the date of final payment to Consultant under this Agreement.
11. 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 info1mation 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
impo1tance, 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 pa1ty is covered
, as amended effective 1/1/2018,, to the extent
reasonable
EXHIBIT C
2022 STANDARD SCHEDULE OF FEES
PROJECT/PROGRAM MANAGEMENT
Principal-In-Charge ............................... $320
Senior Project/Program Manager ...... 295
Project/Program Manager .................... 255
Assistant Project/Program Manager 215
Senior Project Coordinator ................... 175
Project Coordinator ................................. 145
ENGINEERING
Principal Engineer .................................. $280
Lead Engineer ............................................ 245
Supervising Engineer .............................. 235
Senior Project Engineer ......................... 220
Project Engineer........................................ 200
Associate Engineer .................................. 180
Assistant Engineer.................................... 165
SURVEYING
Principal Surveyor .................................. $260
Lead Surveyor ............................................ 250
Supervising Surveyor .............................. 215
Senior Project Surveyor ......................... 195
Project Surveyor........................................ 170
Senior Land Title Analyst....................... 165
Associate Project Surveyor ................... 160
Assistant Project Surveyor .................... 145
Party Chief (PW) ........................................ 170
Chainperson (PW) .................................... 150
One-Person Survey Crew (PW) ........... 210
CONSTRUCTION MANAGEMENT
Principal Construction Manager ...... $305
Senior Construction Manager ............. 275
Senior Resident Engineer ...................... 265
Resident Engineer .................................... 240
Structure Representative ....................... 235
Construction Manager ........................... 210
Assistant Resident Engineer................. 195
Sr. Construction Inspector (PW) ........ 177
Construction Inspector (PW) .............. 168
Office Administrator ................................ 130
TECHNICAL SUPPORT
CADD Manager ....................................... $195
Supervising Technician .......................... 165
Senior Technician ..................................... 155
Engineering Technician .......................... 125
ADMINISTRATIVE SUPPORT
Senior Management Analyst ............. $180
Management Analyst.............................. 155
IT Technician ............................................... 135
Graphics/Visualization Specialist ....... 120
Administrative Assistant ........................... 95
GOVERNMENT SERVICES
City Engineer ........................................... $240
Deputy City Engineer .............................. 215
Assistant City Engineer ........................... 205
Plan Check Engineer................................ 190
Permit Engineer ......................................... 180
City Inspector ............................................. 150
Senior City Inspector (PW) .................. 177
City Inspector (PW) .................................. 168
Principal Stormwater Specialist .......... 175
Senior Stormwater Specialist ............... 165
Stormwater Specialist ............................. 155
Stormwater Technician .......................... 140
Building Official ......................................... 215
Senior Building Inspector ...................... 190
Building Inspector .................................... 160
Planning Director ...................................... 215
Senior City Planner .................................. 190
Assistant Planner ...................................... 160
Senior Grant Writer .................................. 175
Grant Writer ................................................ 165
Grant Associate ......................................... 145
Grant Assistant .......................................... 125
DIRECT EXPENSES
Use of outside consultants as well as copies, blueprints, survey stakes, monuments, computer plots, telephone, travel (out of area) and all similar charges directly connected with the work will be charged at cost plus fifteen percent (15%). Mileage will be charged at the current federal mileage reimbursement rate. Expert Witness services will be charged at three (3) times listed rate.
PREVAILING WAGE RATES
Rates shown with Prevailing Wage “(PW)” annotation are used for field work on projects subject to federal or state prevailing wage law and are subject to increases per DIR.
ANNUAL ESCALATION
Standard fee rates provided for each classification are subject to an annual escalation increase of 3.5% starting January 1, 2023.
OVERTIME
Overtime for non-exempt employees will be charged at 1.5 x hourly rate; overtime for exempt employees and other classification will be charged at 1 x hourly rate.