HomeMy WebLinkAboutItem No. 09 Professional Services Agreement to Provide Grant Writing, Research, and Manageme9)Professional Services Agreement to Provide Grant Writing, Research, and
Management
Approve and Authorize the City Manager to execute a Professional Services Agreement
with Townsend Public Affairs (TPA) to provide grant research, writing, and management
services, in an amount not to exceed seventy-two thousand dollars ($72,000) per year, with
optional extensions for two additional years, in such final form as approved by the City
Attorney.
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REPORT TO CITY COUNCIL
To:Honorable Mayor and Members of the City Council
From:Jason Simpson, City Manager
Prepared by:Shannon Buckley, Assistant City Manager
Date:February 11, 2025
Subject:Professional Services Agreement to Provide Grant Writing, Research, and
Management
Recommendation
Approve and Authorize the City Manager to execute a Professional Services Agreement with
Townsend Public Affairs (TPA) to provide grant research, writing, and management services, in
an amount not to exceed seventy-two thousand dollars ($72,000) per year, with optional
extensions for two additional years, in such final form as approved by the City Attorney.
Background
The Request for Proposals (RFP) was issued to seek proposals from consultants to assist the
City in securing external funding for various programs and initiatives. The selected consultant will
develop a comprehensive grant funding strategy, beginning with an initial meeting to identify
funding priorities. This will be followed by monthly meetings to track emerging funding
opportunities and ensure alignment with City goals.
The consultant will conduct research to identify potential grantors and recommend applicable
funding opportunities. In addition, they will handle grant writing, submit applications, and create
strategic work plans with clear deadlines and responsibilities. They will collaborate with City staff
to ensure alignment with City goals and funding requirements.
Once grants are awarded, the consultant will assist with fund management, ensuring compliance
with reporting requirements and promoting effective fund utilization. Monthly progress reports will
be provided to City staff, detailing the work performed, time spent, and any emerging
opportunities.
RFP for Grant Writing
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Discussion
RFP CS2024001 was advertised in accordance with LEMC 3.08.200, non-public projects formal
bidding procedure requirements, on September 3, 2024, through the City’s PlanetBids portal. A
total of 28 vendors were notified, and the City received ten proposals by the submission deadline
of October 8, 2024. City staff thoroughly reviewed all proposals and recommends approval of
Townsend Public Affairs' proposal.
Conversations with TPA and the cities they currently serve highlighted the added value the firm
brings, including proactive funding advocacy and the pursuit of federal earmarks, in addition to
their traditional grant writing services. This strategic approach will support the City's efforts in
securing significant funding for critical programs and initiatives.
Fiscal Impact
Approval of the recommended actions will authorize an agreement with Townsend Public Affairs
to provide grant writing, research, and management services. For the remainder of the current
fiscal year (2024-2025), the total cost will be a prorated amount of $18,000. In subsequent fiscal
years, funding will be allocated within the Community Support Division, with a not-to-exceed
amount of $72,000 annually.
Attachments
Attachment 1 - Professional Services Agreement with Townsend Public Affairs
Exhibit A - Townsend Public Affairs Proposals
Attachment 2 – Request for Proposals
City Manager's Office
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AGREEMENT FOR PROFESSIONAL SERVICES
Townsend Public Affairs
Grant Writing Services
This Agreement for Professional Services (the “Agreement”) is made and entered into as
of February 11, 2025, by and between the City of Lake Elsinore, a municipal corporation (‘‘City")
and Townsend Public Affairs, a corporation ("Consultant").
RECITALS
A. The City has determined that it requires the following professional services:
On-call grant services and support including on-call grant consultation and technical support,
grant writing and grant administration services
B. Consultant has submitted to City a proposal, dated October 8, 2024, attached
hereto as Exhibit A (“Consultant’s Proposal”) and incorporated herein, to provide professional
services to City pursuant to the terms of this Agreement.
C. Consultant possesses the skill, experience, ability, background, certification and
knowledge to perform the services described in this Agreement on the terms and conditions
described herein.
D. City desires to retain Consultant to perform the services as provided herein and
Consultant desires to provide such professional services as set forth in this Agreement.
AGREEMENT
1. Scope of Services. Consultant shall perform the services described in
Consultant’s Proposal (Exhibit A). Consultant shall provide such services at the time, place, and
in the manner specified in Consultant’s Proposal, subject to the direction of the City through its
staff that it may provide from time to time.
2. Time of Performance.
a. Time of Essence. Time is of the essence in the performance of this
Agreement. The time for completion of the professional services to be performed by Consultant
is an essential condition of this Agreement. Consultant shall prosecute regularly and diligently
the professional services contemplated pursuant to this Agreement according to the agreed upon
performance schedule in Consultant’s Proposal (Exhibit A).
b. Performance Schedule. Consultant shall commence the services pursuant
to this Agreement upon receipt of a written notice to proceed and shall perform all services within
the time period(s) established in the Consultant’s Proposal (Exhibit A). When requested by
Consultant, extensions to the time period(s) specified may be approved in writing by the City
Manager.
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c. Term. Unless earlier terminated as provided elsewhere in this Agreement,
this Agreement shall continue in full force and effect for a period commencing on February 11,
2025 and ending June 30, 2027. The City may, at its sole discretion, extend the term of this
Agreement on a 12-month basis not to exceed 2 additional twelve (12) month renewal terms by
giving written notice thereof to Consultant not less than thirty (30) days before the end of the
contract term, such notice to be exercised by the City Manager.
3.Compensation. Compensation to be paid to Consultant shall be in accordance
with the fees set forth in Consultant's Proposal (Exhibit A), which is attached hereto and
incorporated herein by reference. In no event shall Consultant's annual compensation exceed
seventy-two thousand dollars ($72,000.00) without additional written authorization from the City.
Notwithstanding any provision of Consultant's Proposal to the contrary, out of pocket expenses
set forth in Exhibit A shall be reimbursed at cost without an inflator or administrative charge.
Payment by City under this Agreement shall not be deemed a waiver of defects, even if such
defects were known to the City at the time of payment.
4. Method of Payment. Consultant shall promptly submit billings to the City
describing the services and related work performed during the preceding month to the extent that
such services and related work were performed. Consultant’s bills shall be segregated by project
task, if applicable, such that the City receives a separate accounting for work done on each
individual task for which Consultant provides services. Consultant’s bills shall include a brief
description of the services performed, the date the services were performed, the number of hours
spent and by whom, and a description of any reimbursable expenditures. City shall pay
Consultant no later than forty-five (45) days after receipt of the monthly invoice by City staff.
5. Background Checks. At any time during the term of this Agreement, the City
reserves the right to make an independent investigation into the background of Consultant’s
personnel who perform work required by this Agreement, including but not limited to their
references, character, address history, past employment, education, social security number
validation, and criminal or police records, for the purpose of confirming that such personnel are
lawfully employed, qualified to provide the subject service or pose a risk to the safety of persons
or property in and around the vicinity of where the services will be rendered or City Hall. If the City
makes a reasonable determination that any of Consultant’s prospective or then current personnel
is deemed objectionable, then the City may notify Consultant of the same. Consultant shall not
use that personnel to perform work required by this Agreement, and if necessary, shall replace
him or her with a suitable worker.
6. Suspension or Termination.
a. The City may at any time, for any reason, with or without cause, suspend
or terminate this Agreement, or any portion hereof, by serving upon the Consultant at least ten
(10) days prior written notice. Upon receipt of such notice, the Consultant shall immediately cease
all work under this Agreement, unless the notice provides otherwise. If the City suspends or
terminates a portion of this Agreement such suspension or termination shall not make void or
invalidate the remainder of this Agreement.
b. In the event this Agreement is terminated pursuant to this Section, the City
shall pay to Consultant the actual value of the work performed up to the time of termination,
provided that the work performed is of value to the City. Upon termination of the Agreement
pursuant to this Section, the Consultant will submit an invoice to the City, pursuant to Section
entitled “Method of Payment” herein.
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7. Plans, Studies, Documents.
a. Ownership of Documents. All plans, studies, documents and other writings
prepared by and for Consultant, its officers, employees and agents and subcontractors in the
course of implementing this Agreement, except working notepad internal documents, shall
become the property of the City upon payment to Consultant for such work, and the City shall
have the sole right to use such materials in its discretion without further compensation to
Consultant or to any other party. Consultant shall, at Consultant’s expense, provide such reports,
plans, studies, documents and other writings to City upon written request. City shall have sole
determination of the public’s rights to documents under the Public Records Act, and any third-
party requests of Consultant shall be immediately referred to City, without any other actions by
Consultant.
b. Licensing of Intellectual Property. This Agreement creates a nonexclusive
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 that all subcontractors
agree in writing that City is granted a nonexclusive and perpetual license for any Documents &
Data the subcontractor 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 prepared by design
professionals other than Consultant or provided to Consultant by the City. City shall not be limited
in any way in its use of the Documents & Data at any time, provided that any such use not within
the purposes intended by this Agreement shall be at City’s sole risk.
c. Confidentiality. All ideas, memoranda, specifications, plans, procedures,
drawings, descriptions, computer program data, input record data, written information, and other
Documents & Data either created by or provided to Consultant in connection with the performance
of this Agreement shall be held confidential by Consultant. Such materials shall not, without the
prior written consent of City, be used by Consultant for any purposes other than the performance
of the services under this Agreement. Nor shall such materials be disclosed to any person or
entity not connected with the performance of the services under this Agreement. Nothing
furnished to Consultant which is otherwise known to Consultant or is generally known, or has
become known, to the related industry shall be deemed confidential. Consultant shall not use
City’s name or insignia, photographs relating to project for which Consultant’s services are
rendered, or any publicity pertaining to the Consultant’s services under this Agreement in any
magazine, trade paper, newspaper, television or radio production or other similar medium without
the prior written consent of City.
8. Consultant’s Books and Records.
a. Consultant shall maintain any and all ledgers, books of account, invoices,
vouchers, canceled checks, and other records or documents evidencing or relating to charges for
services, or expenditures and disbursements charged to 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 to
this Agreement.
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b. Consultant shall maintain all documents and records which demonstrate
performance under this Agreement for a minimum period of three (3) years, or for any longer
period required by law, from the date of termination or completion of this Agreement.
c. Any records or documents required to be maintained pursuant to this
Agreement shall be made available for inspection or audit, at any time during regular business
hours, upon written request by the City Manager, City Attorney, City Auditor or a designated
representative of these officers. Copies of such documents shall be provided to the City for
inspection at City Hall when it is practical to do so. Otherwise, unless an alternative is mutually
agreed upon, the records shall be available at Consultant’s address indicated for receipt of notices
in this Agreement.
d. Where City has reason to believe that such records or documents may be
lost or discarded due to dissolution, disbandment or termination of Consultant’s business, City
may, by written request by any of the above-named officers, require that custody of the records
be given to the City and that the records and documents be maintained in City Hall. Access to
such records and documents shall be granted to any party authorized by Consultant, Consultant’s
representatives, or Consultant’s successor-in-interest.
9. Independent Contractor.
a. Consultant is and shall at all times remain as to the City a wholly
independent contractor pursuant to California Labor Code Section 3353. The personnel
performing the services under this Agreement on behalf of Consultant shall at all times be under
Consultant’s exclusive direction and control. Neither City nor any of its officers, employees, or
agents shall have control over the conduct of Consultant or any of Consultant’s officers,
employees, or agents, except as set forth in this Agreement. Consultant shall not at any time or
in any manner represent that it or any of its officers, employees, or agents are in any manner
officers, employees, or agents of the City. Consultant shall not incur or have the power to incur
any debt, obligation, or liability whatsoever against City, or bind City in any manner.
b. Notwithstanding any other federal, state and local laws, codes, ordinances
and regulations to the contrary and except for the fees paid to Consultant as provided in the
Agreement, Consultant and any of its employees, agents, and subcontractors providing service
under this Agreement shall not qualify for or become entitled to, and hereby agree to waive any
claims to, any compensation, benefit, or any incident of employment by City, including but not
limited to eligibility to enroll in PERS as an employee of City and entitlement to any contribution
to be paid by City for employer contribution and/or employee contributions for PERS benefits.
10. PERS Eligibility Indemnification. In the event that Consultant or any employee,
agent, or subcontractor of Consultant providing services under this Agreement claims or is
determined by a court of competent jurisdiction or the California Public Employees Retirement
System (PERS) to be eligible for enrollment in PERS as an employee of the City, Consultant shall
indemnify, defend, and hold harmless City for the payment of any employee and/or employer
contributions for PERS benefits on behalf of Consultant or its employees, agents, or
subcontractors, as well as for the payment of any penalties and interest on such contributions,
which would otherwise be the responsibility of City.
11. Interests of Consultant. Consultant (including principals, associates and
professional employees) covenants and represents that it does not now have any investment or
interest in real property and shall not acquire any interest, direct or indirect, in the area covered
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by this Agreement or any other source of income, interest in real property or investment which
would be affected in any manner or degree by the performance of Consultant’s services
hereunder. Consultant further covenants and represents that in the performance of its duties
hereunder no person having any such interest shall perform any services under this Agreement.
Consultant is not a designated employee within the meaning of the Political Reform Act
because Consultant:
a. will conduct research and arrive at conclusions with respect to his/her
rendition of information, advice, recommendation or counsel independent of the control and
direction of the City or of any City official, other than normal agreement monitoring; and
b. possesses no authority with respect to any City decision beyond rendition
of information, advice, recommendation or counsel. (FPPC Reg. 18700(a)(2).)
12. Professional Ability of Consultant. City has relied upon the professional training
and ability of Consultant to perform the services hereunder as a material inducement to enter into
this Agreement. Consultant shall therefore provide properly skilled professional and technical
personnel to perform all services under this Agreement. All work performed by Consultant under
this Agreement shall be in accordance with applicable legal requirements and shall meet the
standard of quality ordinarily to be expected of competent professionals in Consultant’s field of
expertise.
13. Compliance with Laws.
a. Consultant shall comply with all local, state and federal laws and
regulations applicable to the services required hereunder, including any rule, regulation or bylaw
governing the conduct or performance of Consultant and/or its employees, officers, or board
members.
b. Consultant represents that it has obtained and will maintain at all times
during the term of this Agreement all professional and/or business licenses, certifications and/or
permits necessary for performing the services described in this Agreement, including a City
business license.
14. Licenses. Consultant represents and warrants to City that it has the licenses,
permits, qualifications, insurance and approvals of whatsoever nature which are legally required
of Consultant to practice its profession. Consultant represents and warrants to City that
Consultant shall, at its sole cost and expense, keep in effect or obtain at all times during the term
of this Agreement, any licenses, permits, insurance and approvals which are legally required of
Consultant to practice its profession. Consultant shall maintain a City of Lake Elsinore business
license.
15. Indemnity. Consultant shall indemnify, defend, and hold harmless the City and its
officials, officers, employees, agents, and volunteers from and against any and all losses, liability,
claims, suits, actions, damages, and causes of action arising out of any personal injury, bodily
injury, loss of life, or damage to property, or any violation of any federal, state, or municipal law
or ordinance, to the extent caused, in whole or in part, by the willful misconduct or negligent acts
or omissions of Consultant or its employees, subcontractors, or agents, by acts for which they
could be held strictly liable, or by the quality or character of their work. The foregoing obligation
of Consultant shall not apply when (1) the injury, loss of life, damage to property, or violation of
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law arises from the sole negligence or willful misconduct of the City or its officers, employees,
agents, or volunteers and (2) the actions of Consultant or its employees, subcontractor, or agents
have contributed in no part to the injury, loss of life, damage to property, or violation of law. It is
understood that the duty of Consultant to indemnify and hold harmless includes the duty to defend
as set forth in Section 2778 of the California Civil Code. Acceptance by City of insurance
certificates and endorsements required under this Agreement does not relieve Consultant from
liability under this indemnification and hold harmless clause. This indemnification and hold
harmless clause shall apply to any damages or claims for damages whether or not such insurance
policies shall have been determined to apply. By execution of this Agreement, Consultant
acknowledges and agrees to the provisions of this Section and that it is a material element of
consideration.
16. Insurance Requirements.
a. Insurance. Consultant, at Consultant’s own cost and expense, shall
procure and maintain, for the duration of the contract, unless modified by the City’s Risk Manager,
the following insurance policies.
i. Workers’ Compensation Coverage. Consultant shall maintain
Workers’ Compensation Insurance and Employer’s Liability Insurance for his/her
employees in accordance with the laws of the State of California. In addition, Consultant
shall require each subcontractor to similarly maintain Workers’ Compensation Insurance
and Employer’s Liability Insurance in accordance with the laws of the State of California
for all of the subcontractor’s employees. Any notice of cancellation or non-renewal of all
Workers’ Compensation policies must be received by the City at least thirty (30) days prior
to such change. The insurer shall agree to waive all rights of subrogation against City, its
officers, agents, employees and volunteers for losses arising from work performed by
Consultant for City. In the event that Consultant is exempt from Worker’s Compensation
Insurance and Employer’s Liability Insurance for his/her employees in accordance with
the laws of the State of California, Consultant shall submit to the City a Certificate of
Exemption from Workers Compensation Insurance in a form approved by the City
Attorney.
ii. General Liability Coverage. Consultant shall maintain commercial
general liability insurance in an amount not less than one million dollars ($1,000,000) per
occurrence for bodily injury, personal injury and property damage. If a commercial general
liability insurance form or other form with a general aggregate limit is used, either the
general aggregate limit shall apply separately to the work to be performed under this
Agreement or the general aggregate limit shall be at least twice the required occurrence
limit. Required commercial general liability coverage shall be at least as broad as
Insurance Services Office Commercial General Liability occurrence form CG 0001 (ed.
11/88) or Insurance Services Office form number GL 0002 (ed. 1/73) covering
comprehensive General Liability and Insurance Services Office form number GL 0404
covering Broad Form Comprehensive General Liability. No endorsement may be attached
limiting the coverage.
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iii. Automobile Liability Coverage. Consultant shall maintain
automobile liability insurance covering bodily injury and property damage for all activities
of the Consultant arising out of or in connection with the work to be performed under this
Agreement, including coverage for owned, hired and non-owned vehicles, in an amount
of not less than one million dollars ($1,000,000) combined single limit for each occurrence.
Automobile liability coverage must be at least as broad as Insurance Services Office
Automobile Liability form CA 0001 (ed. 12/90) Code 1 (“any auto”). No endorsement may
be attached limiting the coverage.
iv. Professional Liability Coverage. Consultant shall maintain
professional errors and omissions liability insurance appropriate for Consultant’s
profession for protection against claims alleging negligent acts, errors or omissions which
may arise from Consultant’s services under this Agreement, whether such services are
provided by the Consultant or by its employees, subcontractors, or sub consultants. The
amount of this insurance shall not be less than one million dollars ($1,000,000) on a
claims-made annual aggregate basis, or a combined single limit per occurrence basis.
b. Endorsements. Each general liability and automobile liability insurance
policy shall be with insurers possessing a Best’s rating of no less than A:VII and shall be endorsed
with the following specific language:
i. Notwithstanding any inconsistent statement in any required
insurance policies or any subsequent endorsements attached thereto, the protection
offered by all policies, except for Workers’ Compensation, shall bear an endorsement
whereby it is provided that, the City and its officers, employees, servants, volunteers and
agents and independent contractors, including without limitation, the City Manager and
City Attorney, are named as additional insureds. Additional insureds shall be entitled to
the full benefit of all insurance policies in the same manner and to the same extent as any
other insureds and there shall be no limitation to the benefits conferred upon them other
than policy limits to coverages.
ii. This policy shall be considered primary insurance as respects the
City, its elected or appointed officers, officials, employees, agents and volunteers.
Any insurance maintained by the City, including any self-insured retention the City may
have, shall be considered excess insurance only and shall not contribute with it.
iii. This insurance shall act for each insured and additional insured as
though a separate policy had been written for each, except with respect to the limits of
liability of the insuring company.
iv. The insurer waives all rights of subrogation against the City, its
elected or appointed officers, officials, employees or agents.
v. Any failure to comply with reporting provisions of the policies shall
not affect coverage provided to the City, its elected or appointed officers, officials,
employees, agents or volunteers.
vi. The insurance provided by this Policy shall not be suspended,
voided, canceled, or reduced in coverage or in limits except after thirty (30) days written
notice has been received by the City.
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c. Deductibles and Self-Insured Retentions. Any deductibles or self-insured
retentions must be declared to and approved by the City. At the City’s option, Consultant shall
demonstrate financial capability for payment of such deductibles or self-insured retentions.
d. Certificates of Insurance. Consultant shall provide certificates of insurance
with original endorsements to City as evidence of the insurance coverage required herein.
Certificates of such insurance shall be filed with the City on or before commencement of
performance of this Agreement. Current certification of insurance shall be kept on file with the
City at all times during the term of this Agreement.
17. Notices. Any notice required to be given under this Agreement shall be in writing
and either served personally or sent prepaid, first class mail. Any such notice shall be addressed
to the other party at the address set forth below. Notice shall be deemed communicated within
48 hours from the time of mailing if mailed as provided in this section.
If to City: City of Lake Elsinore
Attn: City Manager
130 South Main Street
Lake Elsinore, CA 92530
With a copy to: City of Lake Elsinore
Attn: City Clerk
130 South Main Street
Lake Elsinore, CA 92530
If to Consultant: Townsend Public Affairs
Attn: Christopher Townsend
1401 Dove Street, Suite 430
Newport Beach, CA 92660
18. Assignment and Subcontracting. The parties recognize that a substantial
inducement to City for entering into this Agreement is the professional reputation, experience and
competence of Consultant and the subcontractors listed in Exhibit B. Consultant shall be fully
responsible to City for all acts or omissions of any subcontractors. Assignments of any or all
rights, duties or obligations of the Consultant under this Agreement will be permitted only with the
express consent of the City. Consultant shall not subcontract any portion of the work to be
performed under this Agreement except as provided in Exhibit B without the written authorization
of the City. If City consents to such subcontract, Consultant shall be fully responsible to City for
all acts or omissions of those subcontractors. Nothing in this Agreement shall create any
contractual relationship between City and any subcontractor nor shall it create any obligation on
the part of the City to pay or to see to the payment of any monies due to any such subcontractor
other than as otherwise is required by law.
19. Waiver. Waiver of a breach or default under this Agreement shall not constitute a
continuing waiver of a subsequent breach of the same or any other provision under this
Agreement.
20. Litigation Expenses and Attorneys’ Fees. If either party to this Agreement
commences any legal action against the other party arising out of this Agreement, the prevailing
party shall be entitled to recover its reasonable litigation expenses, including court costs, expert
witness fees, discovery expenses, and attorneys’ fees.
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21. Mediation. The parties agree to make a good faith attempt to resolve any disputes
arising out of this Agreement through mediation prior to commencing litigation. The parties shall
mutually agree upon the mediator and share the costs of mediation equally. If the parties are
unable to agree upon a mediator, the dispute shall be submitted to JAMS or its successor in
interest. JAMS shall provide the parties with the names of five qualified mediators. Each party
shall have the option to strike two of the five mediators selected by JAMS and thereafter the
mediator remaining shall hear the dispute. If the dispute remains unresolved after mediation,
either party may commence litigation.
22. Prohibited Interests. Consultant maintains and warrants that it has not employed
nor retained any company or person, other than a bona fide employee working solely for
Consultant, to solicit or secure this Agreement. Further, Consultant warrants that it has not paid
nor has it agreed to pay any company or person, other than a bona fide employee working solely
for Consultant, any fee, commission, percentage, brokerage fee, gift or other consideration
contingent upon or resulting from the award or making of this Agreement. For breach or violation
of this warranty, City shall have the right to rescind this Agreement without liability. For the term
of this Agreement, no member, officer or employee of City, during the term of his or her service
with City, shall have any direct interest in this Agreement, or obtain any present or anticipated
material benefit arising therefrom.
23. Equal Opportunity Employment. Consultant represents that it is an equal
opportunity employer and it shall not discriminate against any subcontractor, employee or
applicant for employment because of race, religion, color, national origin, handicap, ancestry, sex
or age. Such non-discrimination shall include, but not be limited to, all activities related to initial
employment, upgrading, demotion, transfer, recruitment or recruitment advertising, layoff or
termination.
24. 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.
Consultant agrees to fully comply with all applicable federal and state labor laws (including,
without limitation, if applicable, the Prevailing Wage Laws). It is agreed by the parties that, in
connection with the Work or Services provided pursuant to this Agreement, Consultant shall bear
all risks of payment or non-payment of prevailing wages under California law, and Consultant
hereby agrees to defend, indemnify, and hold the City, and its officials, officers, employees,
agents, and volunteers, free and harmless from any claim or liability arising out of any failure or
alleged failure to comply with the Prevailing Wage Laws. The foregoing indemnity shall survive
termination of this Agreement.
25. Severability. If any term or portion of this Agreement is held to be invalid, illegal,
or otherwise unenforceable by a court of competent jurisdiction, the remaining provisions of this
Agreement shall continue in full force and effect.
26. Controlling Law Venue. This Agreement and all matters relating to it shall be
governed by the laws of the State of California and any action brought relating to this Agreement
shall be held exclusively in a state court in the County of Riverside.
27. Authority to Enter Agreement. Consultant has all requisite power and authority to
conduct its business and to execute, deliver, and perform the Agreement. Each party warrants
that the individuals who have signed this Agreement have the legal power, right, and authority to
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make this Agreement and to bind each respective party. The City Manager is authorized to enter
into an amendment or otherwise take action on behalf of the City to make the following
modifications to the Agreement: (a) a name change; (b) grant extensions of time; (c) non-
monetary changes in the scope of services; and/or (d) suspend or terminate the Agreement.
28. Counterparts. This Agreement may be executed in several counterparts, each of
which shall constitute one and the same instrument and shall become binding upon the parties
when at least one copy hereof shall have been signed by both parties hereto. In approving this
Agreement, it shall not be necessary to produce or account for more than one such counterpart.
29. Entire Agreement; Incorporation; Conflict. This Agreement contains the entire
understanding between the parties relating to the obligations described herein. All prior or
contemporaneous understandings, agreements, representations and statements, oral or written,
are superseded in total by this Agreement and shall be of no further force or effect. Consultant’s
Proposal is incorporated only for the description of the scope of services and/or the schedule of
performance and no other terms and conditions from such proposal shall apply to this Agreement
unless specifically agreed to in writing. In the event of conflict, this Agreement shall take
precedence over those contained in the Consultant’s Proposal.
30. Amendments. This Agreement may be modified or amended only by a written
document executed by both Consultant and City and approved as to form by the City Attorney.
[Signatures on next page]
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IN WITNESS WHEREOF, the parties have caused this Agreement to be executed on the
date first written above.
“CITY”
CITY OF LAKE ELSINORE, a municipal
corporation
City Manager
ATTEST:
City Clerk
APPROVED AS TO FORM:
City Attorney
Assistant City Manager
“CONSULTANT”
Townsend Public Affairs, a Corporation
By: Christopher Townsend
Its: President
Attachments: Exhibit A – Consultant’s Proposal
Exhibit B – List of Subcontractors
EXHIBIT A
EXHIBIT A
CONSULTANT’S PROPOSAL
[ATTACHED]
EXHIBIT B
EXHIBIT B
LIST OF SUBCONTRACTORS
[ATTACHED]
Proposal for Grant Research, Writing, & Management Services | City of Lake Elsinore Page 1
Proposal for
Grant Research, Writing, &
Management Services
October 8, 2024
Proposal for Grant Research, Writing, & Management Services | City of Lake Elsinore Page 1
TABLE OF CONTENTS
Table of Contents .......................................................................................................................... 1
Cover Letter .................................................................................................................................. 2
Technical Proposal ....................................................................................................................... 3
Firm Introduction & Profile ..................................................................................................... 3
Firm Experience ..................................................................................................................... 4
Project Overview .................................................................................................................... 6
Detailed Work Plan ................................................................................................................ 7
Qualifications of Project Team & Organizational Structure .................................................. 11
Quality Control ..................................................................................................................... 21
References ........................................................................................................................... 22
Current Clients ..................................................................................................................... 22
Project Availability ................................................................................................................ 23
City’s Professional Services Agreement .............................................................................. 23
Cost Proposal ................................................................... Submitted in a Separate Electronic File
Proposal for Grant Research, Writing, & Management Services | City of Lake Elsinore Page 2
October 8, 2024
Adam Gufarotti, Community Support Manager
City of Lake Elsinore
130 South Main Street
Lake Elsinore, CA 92530
Dear Mr. Gufarotti:
Thank you for the opportunity for Townsend Public Affairs, Inc. (“TPA”) to submit our proposal for
Grant Research, Writing, and Management Services to the City of Lake Elsinore (“City”).
Company Information:
Company Name: Townsend Public Affairs
Company Address: 1401 Dove Street, Suite 430, Newport Beach, CA 92660
Telephone Number: (949) 399-9050
Contact During Period of Proposal Evaluation:
Name & Title: Olivia Raymond, Business Development Associate
Address: 1401 Dove Street, Suite 430, Newport Beach, CA 92660
Telephone Number: (949) 399-9050
Email Address: ORaymond@TownsendPA.com
Since its inception in 1998, TPA has earned the reputation as a Champion 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 secured over $3.1 billion in
competitive funding from state, federal, and local government agencies and has provided
strategic guidance in over 100 different funding programs.
Thank you again for your interest in our firm and your consideration of this proposal. TPA affirms
that this proposal shall remain valid for a period of not less than 120 calendar days from the date
of submittal. Please contact us if you have any questions or need additional information. We would
be honored to serve the City of Lake Elsinore.
Yours truly,
Christopher Townsend (Authorized to Bind the Firm)
President
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TECHNICAL PROPOSAL
FIRM INTRODUCTION
TPA understands the City of Lake Elsinore’s objective to secure competitive funding sources that
align with the community's vision for enhanced infrastructure, recreation, and public services. We
recognize that securing these funds is not just about drafting compelling applications but about
strategically aligning the City’s priorities with federal, state, and regional funding opportunities.
Our approach begins with a comprehensive assessment of the City’s unique needs and priorities,
ensuring that every grant proposal we develop is tailored to resonate with funding agencies. We
utilize a two-pronged strategy: first, by identifying optimal grant opportunities that match the City’s
goals, and second, by crafting high-quality, persuasive applications that stand out in competitive
environments.
TPA’s process is collaborative. We will engage key City stakeholders to understand project
details, gather necessary data, and refine narratives that emphasize the City’s strengths. Our
team of expert grant writers will work closely with the City to ensure each submission is complete,
compliant with guidelines, and maximizes the likelihood of success. Throughout the grant cycle,
from opportunity identification to post-award compliance, we will remain committed to high
standards of quality, clear communication, and efficient project management.
Our proposed scope of work for the City of Lake Elsinore includes comprehensive research,
ongoing grant monitoring, and a hands-on approach to preparing and submitting applications.
With our extensive experience, securing over $3.1 billion in competitive funding, we are well-
equipped to meet the City’s grant writing needs and deliver meaningful outcomes for your
community.
FIRM PROFILE
TPA is a state and federal grant writing and legislative advocacy firm that provides lobbying and
funding services to public agencies and nonprofit organizations throughout California.
• Founder/Owner/President: Christopher Townsend
• Advocacy Success: Shepherded over 150 client-sponsored legislative items into law
• Funding Success: Over $3.1 billion in state, federal, and local government grants as
well as grants from nonprofit organizations and private companies
• Longevity: 26 years (founded in 1998)
• Number of Employees: 23
• Number of Grant Writers and Registered State and Federal Lobbyists: 19
• Number of Offices: Five
o TPA State Capitol Office, Sacramento
o TPA Federal Office, Washington, DC
o TPA Northern California Office, Oakland
o TPA Central California Office, Fresno
o TPA Southern California Office, Newport Beach
• Types of Clients:
o City Governments
o County Governments
o Water and Sanitation Districts
o Transportation Districts
o K–12 School Districts
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TECHNICAL PROPOSAL
o Community College Districts
o Parks and Recreation Districts
o Fire Protection Districts
o Museums, Science Centers, and Cultural Facilities
• Areas of Specialization:
o Local Governance (Cities, Counties, Special Districts)
o Transportation Policy and Infrastructure
o Water and Sanitation Policy and Infrastructure
o Education Policy and Infrastructure
o Housing and Economic Development
o Parks and Community Facilities (Recreational, Cultural, Historical)
o Energy, Environment, and Natural Resources
o Public Safety
o Budget and Finance
• Ranking by Revenue Reported to the California Secretary of State:
o 8th of 491 Firms Registered for the 2022–23 Legislative Session
o 99th Percentile
• More California public agencies have hired TPA to represent them in Washington, DC
than any other advocacy firm in the nation.
FIRM EXPERIENCE
As the premier grant writing and advocacy firm for California municipalities, TPA has extensive
experience in providing customized and effective grant writing services and has built a robust
reputation by providing these services to more than 250 diverse cities throughout the state. With
valuable state and federal agency relationships, an expansive understanding of countless funding
programs in a wide range of policy areas, and the capacity to pursue any and all relevant
opportunities, TPA has achieved over $3.1 billion in funding success on behalf of clients and has
maintained a trusted client base by ensuring seamless and timely communication. The funding
secured has been allocated toward projects that positively impact local communities, such as
transportation infrastructure improvements, workforce development programs, regional public
safety initiatives, and community beautification projects.
TPA is proud to represent the City of Murrieta as their grant writer and state and federal
advocates, securing $18,307,636 for the City in four years. Recognizing the extensive regional
partnerships across Southwest Riverside County, and between the Cities of Murrieta and Lake
Elsinore, we are excited to be given the opportunity to also work alongside Lake Elsinore.
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.
Policy Area State Funding Federal Funding All Sources
Water and Sanitation $134 Million $21.6 Million $155 Million
Transportation $734 Million $355.6 Million $1,143 Million
Education $256 Million $49.9 Million $306 Million
Parks and Recreation $306 Million $38.9 Million $345 Million
Cultural Resources $140 Million $14.2 Million $154 Million
Housing and Development $797 Million $42.2 Million $840 Million
Public Safety $157 Million $99.8 Million $257 Million
TOTAL $2.5 Billion $622 Million $3.1 Billion
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TECHNICAL PROPOSAL
RELEVANT EXAMPLES:
The following chart provides a sample of several of TPA’s recent grant writing achievements in a
diverse number of issue areas, water, wastewater, streets and roads, planning, economic
development, public safety, and housing:
City of Murrieta: Economic Development Administration Challenge Grant
Amount Secured $2,400,000
Project
Description
On behalf of the City of Murrieta, TPA secured $2,400,000 in competitive grant
funding administered by the U.S. Economic Development Administration for
renovations to the Murrieta Innovation Center needed to develop a life science
startup incubator. This project will support business growth and job creation by
supporting entrepreneurs, startups, and non-profit organizations in the life
sciences sector. The EDA investment is expected to create 260 jobs, retain 61
jobs, and generate $123 million in private investment. TPA was responsible for
drafting and submitting the application, coordinating between stakeholders, and
advocating for the funding to state legislators and agency officials.
Year of Award 2022
City of Palm Desert: SCAG REAP 2.0 Regional Utilities Supporting Housing Grant
Amount Secured $8,000,000
Project
Description
TPA worked alongside the City of Palm Desert to secure $8,000,000 in Southern
California Association of Governments (SCAG) Regional Early Action Planning
(REAP) 2.0 Regional Utilities Supporting Housing Pilot Program funding for
extensive flood mitigation efforts and expand the city’s utility capacity to mitigate
future severe flooding impacting future and existing housing developments along
the I-10 corridor in an area that has experienced recent flood disasters. The project
will support the development of 3,386 units currently approved and 1,663 units
under review.
Year of Award 2024
City of Palmdale: U.S. Department of Transportation Safe Streets and Roads for All Grant
Amount Secured $5,382,164
Project
Description
TPA worked with the City of Palmdale to secure over $5.3 million in funding from
the Safe Streets and Roads for All (SS4A) Grant program administered by the
U.S. Department of Transportation to support the 20th St. East Corridor
Improvement Project, enhancing safety and accessibility along a 1.92-mile
segment of the major thoroughfare. The project addresses critical safety concerns
on 20th St. East, a high-traffic corridor serving three schools and connecting
residents to essential community resources. Planned improvements include new
sidewalks, bike lanes, enhanced crosswalks, additional lighting, and
reconstruction of the 20th Street East intersection. TPA successfully conveyed the
importance and necessity of this funding to DOT officials, highlighting the
significant safety impact it will have on the Palmdale community.
Year of Award 2024
City of Fontana: U.S. Department of Transportation RAISE Grant
Amount Secured $15,000,000
Project
Description
TPA worked with the City of Fontana to develop, prepare, and execute a strategic
plan to support the City’s FY22 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 Complete Streets Upgrades including street,
bike, sidewalk, and trail improvements. In addition to tailoring the application’s
message, TPA planned advocacy that leveraged the City’s strengths during the
grant review process. The culmination of this effort was the award of $15 million
in federal RAISE funds for the City’s transportation infrastructure improvements.
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TECHNICAL PROPOSAL
In the FY22 RAISE cycle, Fontana was one of only eight jurisdictions in the State
of California to receive a RAISE grant.
Year of Award 2022
City of Buena Park California Department of Parks & Recreation Statewide Parks Program
Grant
Amount Secured $3,190,543
Project
Description
TPA worked on behalf of the City of Buena Park to secure more than $3.1 million
in grant funding through the Statewide Parks Grant Program administered by the
California Department of Parks and Recreation. The funding will go towards
improvements and upgrades to the City’s Whitaker School Park to ensure the
facilities are inclusive and accessible to all residents, families, and children. TPA
was integral in the development and submission of the grant narrative and
application, as well as in post-submittal advocacy efforts. These strategies
ultimately ensured that the City was able to secure this significant funding and
further its mission to serve its residents with high quality parks and recreation
centers.
Year of Award 2022
STATE & FEDERAL EARMARK SUCCESSES:
The following charts detail TPA’s success in securing state and federal earmarks over the past
several years. For each award, TPA strategized with our clients to identify priority projects and
transform them into budget requests. TPA then worked closely and diligently with state and
federal legislators and their staff, relevant committee members, and other key stakeholders to
ensure our client projects were included in the final official budget.
STATE BUDGET EARMARKS
Year Total Number of Projects Total Amount Awarded
2023-2024 55 $73,910,000
2022-2023 42 $200,950,000
2021-2022 30 $377,715,020
2019-2020 15 $36,230,000
TOTAL STATE BUDGET EARMARKS SECURED: $688,805,020
FEDERAL EARMARKS
Year Total Number of Projects Total Amount Awarded
2024 52 $57,599,445
2023 34 $60,390,094
2022 30 $59,060,357
TOTAL FEDERAL EARMARKS SECURED: $177,049,896
PROJECT OVERVIEW
TPA will approach the grant writing process for the City with a comprehensive, multi-phase
strategy. Our detailed work plan will begin with an in-depth review of the City's current and future
project priorities to align them with the most appropriate and competitive grant opportunities. We
will create a tailored timeline for each grant cycle, including research, data collection, drafting,
and submission, ensuring each step is completed efficiently and thoroughly. Special consideration
will be given to compliance with funding agency guidelines and deadlines, as well as securing
letters of support and partnerships, which are often key to successful applications. A key strength
of TPA’s approach is our ongoing monitoring of grant opportunities and relationships with funding
agencies, as well as our unique ability as registered lobbyists to engage in post-submittal
advocacy. Additionally, our deep understanding of regional priorities will enable us to position
Lake Elsinore’s projects as competitive in the broader funding landscape.
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TECHNICAL PROPOSAL
DETAILED WORK PLAN
TPA will utilize the following strategic and comprehensive approach to provide grant
writing services to the City:
• Conduct Detailed Orientation: TPA utilizes a comprehensive onboarding process that
includes extensive meetings with various relevant members of City leadership and key City
departments to help develop a strategic plan that is carefully tailored to satisfy the needs of
the City and is designed for maximum success in the current political climate and funding
environment.
• Craft Strategic Funding Plan: Utilizing the information gathered during the onboarding
process, TPA will coordinate with the City to develop a proactive and comprehensive strategic
funding plan that serves the needs of the City’s priorities. The plan will do more than simply
identify City 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.
• 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 City’s
projects. TPA will then share these opportunities with the City for further assessment and
determination if a grant application is warranted. The City will also receive a grant matrix of
funding programs that is updated regularly as new opportunities arise.
• Community Outreach: TPA will assist the City with community outreach required for grant
applications by ensuring the City is aware of specific requirements, helping develop materials
that capture all elements required by the grant, and compiling the outreach data for inclusion
in the application.
• Grant Application Development and Submittal: TPA will develop, draft, submit, and follow
up on each City grant application through the following process:
o Establishment of Clear Accountabilities: TPA will coordinate with the City to ensure
the assignment of responsibilities and tasks are made clear so that confusion and
inefficiency are avoided, and the City 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 City 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 City’s project. This will include:
Application timeline
Eligible project types
Funding availability and award maximums and minimums
List of application components, including proposal questions and any required
attachments
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TECHNICAL PROPOSAL
o Assemble Project Background and Details: TPA will conduct a detailed
informational interview with City staff most involved with each project 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 City 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 City
could be provided during the proposal review process.
o Incorporate Feedback to Finalize Proposal: Well ahead of the application deadline,
TPA will provide the City 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 City approval for the final version of the application before
submission.
o Submit Completed Application: TPA will ensure that applications are submitted
before 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 courier service such as FedEx
to provide the City with tracking and delivery confirmation for the application. TPA will
also obtain a receipt for proof of submission and provide the City with a final copy of
all submitted application documents.
o Funding Advocacy: Throughout the grant application process TPA will leverage
relationships with relevant officials and program officers in various state and federal
funding agencies to ensure that City 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: To maximize state funding, TPA will work with
the City to identify projects and other funding priorities that may be suitable for funding
through the State Budget. TPA will coordinate with the City to develop supporting
materials for the budget request. TPA will also work with members of the City’s state
legislative delegation, along with the Assembly and Senate Budget Committees, to
gain support for the inclusion of the City’s project in the final State Budget approved
by the Legislature.
o Federal Earmark Opportunities: To maximize federal funding, TPA will work with the
City to identify projects and other funding priorities that may be suitable for funding
through the Federal Earmark process. TPA will coordinate with the City to develop
supporting materials for the earmark request. TPA will also work with members of the
City’s federal legislative delegation to gain support for the inclusion of the City’s
project.
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TECHNICAL PROPOSAL
• 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 City’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 grant applications submitted by TPA on behalf
of the City. This assistance will include interacting with granting agencies, providing support
for the drafting and submission of required reports and evaluations, and other tasks related to
the successful monitoring of and compliance with the program requirements.
• Post-Award Services—Above and Beyond Advocacy: TPA has a track record of success
with post-award grant administration. TPA has worked on behalf of clients who, due to
unforeseen circumstances, have needed to request an extension of the grant performance
period to accomplish project deliverables. TPA is prepared to engage in the legislative process
and work with legislators to get bills passed that would allow for the City to retain its grant
funding after the performance period would have otherwise ended. Additionally, TPA is
prepared to work directly with the City and agencies to secure scope of work changes to
already awarded projects to ensure the City will not have to return any hard-won grant funding.
• Comprehensive Follow-Up on Unsuccessful Applications: Despite all best efforts, some
grant applications are not selected for funding. When 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 City on our activities.
TPA will provide timely electronic monthly reports on the status of all funding activity, such as
current funding opportunities, current applications, submitted applications, and post-grant
submittal advocacy. In addition to written reports, TPA will be available to the City for
conference calls, in-person briefings, and meetings.
TENTATIVE SCHEDULE:
TPA will utilize the following project schedule for this engagement:
TASK TIMELINE
Conduct Detailed Orientation Contract Start
Craft Strategic Funding Plan Contract Start/Annually
Identify, Research, and Monitor Grant Funding Opportunities Ongoing
Grant Application Development and Submittal Ongoing/As Needed
Establishment of Clear Accountabilities Ongoing/As Needed
Provide Overview of Full Applications Requirements Ongoing/As Needed
Assemble Project Background and Details Ongoing/As Needed
Coordinate Technical Project Details Ongoing/As Needed
Draft Written Proposal Ongoing/As Needed
Incorporate Feedback to Finalize Proposal Ongoing/As Needed
Submit Completed Application Ongoing/As Needed
Funding Advocacy As Needed
State Budget Funding Opportunities Annually
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TECHNICAL PROPOSAL
The information below provides more in-depth details on TPA’s anticipated schedule and specific
task timelines for the grant application process:
• TPA identifies grant opportunities based on priority projects provided by the City during
onboarding sessions. TPA will provide monthly, or otherwise regular updates, to staff on
upcoming and ongoing grant applications that have the potential to align with City projects.
(Ongoing throughout the term of the contract)
• Once a grant application is identified, TPA will meet with the project staff to gather the initial
project details and begin an application. As soon as an application is identified as a “go,” TPA
will provide a comprehensive grant checklist detailing what is required for the application and
any additional forms, logins, or completion items required from City staff. (Typically, a 4-8
week process, flexible given deadline restrictions or staff capacity)
• TPA will provide a comprehensive grant application draft well in advance of the grant
submission deadline, with final edits and approval required from City staff.
(2-4 weeks in advance of grant deadline)
• Once final approval is obtained from City staff, TPA will submit and upload all grant
applications well in advance of the application deadline.
(Within 1 week of application deadline)
• TPA will conduct comprehensive grant follow-up between application submittal and grant
award announcement and will provide status updates to City staff.
(Typically, a 3-8 month review period, flexible to each individual grant program)
• If a grant application is successful, TPA will ensure City staff is connected with the agency
for follow-up grant award procedures. If unsuccessful, TPA will conduct comprehensive
debrief sessions to best position the City for application resubmittal in future funding cycles.
(Ongoing comprehensive follow-up and post-grant award announcement)
• The monthly fee structure utilized by TPA ensures that the City and firm can work
collaboratively to adapt to any fluctuation in the anticipated schedule for this engagement. By
offering an all-inclusive monthly retainer, TPA can ensure program monitoring, application
research and preparation, funding advocacy, and comprehensive follow-up are thorough and
ongoing. This structure also allows the firm to continuously leverage a broad network of state,
federal, and agency relationships and engage in ongoing advocacy for the City’s projects.
INVOLVEMENT OF CITY STAFF:
TPA grant experts diligently work to compile project details, implement quality control measures,
and serve as an extension of City staff to seamlessly submit applications and report on all grant
activity relevant to client interests. TPA may rely on City staff to provide technical project
information, budget details, and project timeline information as appropriate, however, TPA will
work diligently to reduce the burden on City staff and develop compelling applications that best
reflect the City’s priorities by using a strategic team approach that leverages a diverse range of
Federal Earmark Opportunities Annually
Post-Grant Submittal Advocacy As Needed
Post-Award Grant Administration and Compliance As Needed
Post-Award Services—Above and Beyond Advocacy As Needed
Comprehensive Follow-Up on Unsuccessful Applications As Needed
Provide Progress Reports Monthly/As Requested
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TECHNICAL PROPOSAL
policy expertise and expansive collection of state, federal, and local relationships. TPA will also
ensure staff can access, manage, and approve all grant applications prior to, and after, submittal.
This strategy will ensure that TPA can pursue multiple opportunities on behalf of the City
simultaneously while maintaining the highest quality of services.
QUALIFICATIONS OF PROJECT TEAM & ORGANIZATIONAL STRUCTURE
With a team of 19 grant writers and funding advocates, TPA has the breadth and depth of
experience AND the ability to deploy as many advocates as needed to maximize success for the
City while minimizing the burden on City staff. TPA proposes a dedicated team of six people to
perform grant writing, researching, and consulting services for the City.
Cori Takkinen
Vice President
Professional Credentials: Registered State and Federal Lobbyist
Relevant Experience: 15 Years of Legislative Advocacy & Grant Writing Experience
Role: Strategic Advisor & Funding Advocate
Alex Gibbs
Grants Director
Professional Credentials: Registered State and Federal Lobbyist
Relevant Experience: 13 Years of Legislative Advocacy & Grant Writing Experience
Role: Project Manager/Grant Writer & Funding Advocate
Anastasia Heaton
Senior Associate
Professional Credentials: Registered State and Federal Lobbyist
Relevant Experience: 5 Years of Legislative Advocacy & Grant Writing Experience
Role: Grant Writer & Funding Advocate
Barbarah Torres
Senior Associate
Professional Credentials: Registered State and Federal Lobbyist
Relevant Experience: 8 Years of Legislative Advocacy & Grant Writing Experience
Role: Grant Writer & Funding Advocate
Sammi Maciel
Senior Associate
Professional Credentials: Registered State and Federal Lobbyist
Relevant Experience: 7 Years of Legislative Advocacy & Grant Writing Experience
Role: Grant Writer & Funding Advocate
Jake Leischner
Associate
Professional Credentials: Registered State and Federal Lobbyist
Relevant Experience: 6 Years of Grant Writing and Public Policy Experience
Role: Grant Writer & Funding Advocate
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TECHNICAL PROPOSAL
Alex Gibbs
Grants DirectorProject Manager; Grant Writer & Funding Advocate
Jake Leischner
AssociateGrant Writer & Funding Advocate
Sammi Maciel
Senior AssociateGrant Writer & Funding Advocate
Anastasia Heaton
Senior AssociateGrant Writer & Funding Advocate
Barbarah Torres
Senior AssociateGrant Writer & Funding Advocate
Cori Takkinen
Vice PresidentStrategic Advisor & Funding Advocate
The chart below delineates communication and reporting relationships among the proposed team.
The individuals who will be principally responsible for working with the City will be Grants Director
Alex Gibbs and Senior Associates Anastasia Heaton and Sammi Maciel. This team will be directly
supported by TPA’s 16 additional grant writers and advocates to ensure the City is able to take
advantage of all funding avenues and secure significant funding success. Vice President Cori
Takkinen will personally engage in the City’s funding plan to engage high-level state and federal
representatives, ensure quality customer service, and oversee the project team.
TPA uses a strategic approach to grant writing services that will be tailored to meet the specific
needs of the City. To maximize success, TPA’s team of advocates and grant writers will
collaborate to leverage an expansive collection of relationships in the state and federal
governments, as well as a variety of policy expertise, including in transportation and infrastructure,
water, education, parks and recreation, and local governance.
TPA will not utilize subcontractors to perform the services outlined in the RFP.
Brief resumes for each member of the client service team can be found on the following
pages.
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TECHNICAL PROPOSAL
Cori Takkinen, Vice President: Cori brings 15 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 Legislators,
key staff, and various state agencies. Some of Cori’s accomplishments include:
• Leveraging relationships with the California Federal delegation, Cori had over $25 million in
Community Project Funding (or earmarks) included in the nine appropriations bills that passed
the House in FY 2022.
• 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 mental health,
public safety, infrastructure improvements, and parks and trails improvements.
• In the FY 2019–20 State Budget, Cori worked with five municipal clients and one nonprofit
client to secure $20.2 million in budget earmarks for priority projects, including stormwater
treatment facilities, historical renovations, park and trail improvements, and fire prevention.
• Leveraging State legislative relationships, Cori secured an earmark in the FY 2017–18 State
Budget for $20 million to form the North Orange County Public Safety Collaborative.
• Cori worked on behalf of the City of La Habra to secure a direct funding allocation in the FY
2021–22 State Budget in the amount of $8.5 million to repair an underground culvert in La
Habra that collapsed due to a period of heavy rainfall.
• Cori 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 with the City of Brea to secure $10 million from local, state, and federal sources
for the Tracks at Brea project, a four-mile multi-use rail-to-trail project. Funding sources
include the US EPA, California Natural Resources Agency, SGC, CTC and SCAG.
• Cori worked with the City of Laguna Beach to secure $59,628 through the FEMA Assistance
for Firefighters Grant program. Cori worked closely with FEMA program staff to secure funding
for mobile radios and programming equipment that brought the Laguna Beach Fire
Department up to P-25 compliance. Bringing the Fire Department into compliance has allowed
increased coordination and activity with CalOES and the State’s Master Mutual Aid Plan.
County of Orange, Board of Supervisors
Policy Advisor for Supervisor John Moorlach 2010
Chapman University, Orange, CA
Master of Public Administration 2014
Claremont McKenna College, Claremont, CA
Bachelor of Arts Economics and Government with Leadership Sequence 2011
Proposal for Grant Research, Writing, & Management Services | City of Lake Elsinore Page 14
TECHNICAL PROPOSAL
Alex Gibbs, Grants Director: Alex brings 13 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, natural resources, local governance, public safety, and transportation.
Townsend Public Affairs, Inc.
Grants Director 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 in 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 coordinated with County of Kern staff to secure over $17 million in grant funding
from the Behavioral Health Continuum Infrastructure Grant Program administered by the
California Department of Health Care Services to establish a youth crisis walk-in center
facility. Alex crafted a competitive application and leveraged a strategic network of agency
relationships to ensure the project’s success. The critical funding will allow the County to
continue to expand its capacity to provide alternatives to incarceration, hospitalization,
homelessness, and institutionalization.
• Alex worked closely with the City of Oakland staff to secure $7 million 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 $6.5 million
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 that provided
preferences for the construction of new parks.
• Alex worked with the City of San Leandro to secure $4.5 million in funding from the
Building Forward Library Infrastructure Program administered by the California State
Library to upgrade libraries throughout the City. Alex tailored the grant application’s
message and narrative and worked with City staff to create a project budget and timeline
that would ensure competitiveness. Alex also utilized advocacy strategies that leveraged
the City’s strengths during the grant review process to ensure project success.
• Alex collaborated with state Natural Resources Agency staff to secure a $3 million 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.
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TECHNICAL PROPOSAL
• Alex worked jointly with the City of South San Francisco to secure a $868,000 grant from
the Active Transportation Program (ATP). Alex leveraged relationships with the California
Department of Transportation and coordinated among local business stakeholders and
school officials to craft a competitive grant application to the statewide ATP. This funding
helped the City with their Linden and Spruce Avenue Traffic Calming Improvement Project
to construct major traffic calming improvements to ensure bike and pedestrian safety at
crucial intersections in residential and commercial neighborhoods.
• 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.
• Alex worked with the City of South San Francisco to secure a $658,000 grant from the
San Mateo County Transportation Authority’s Measure A Pedestrian and Bicycle Program.
Alex leveraged relationships with stakeholders in the County to ensure that the City
received the funding needed for their Sunshine Gardens Project, including major traffic-
calming improvements on streets frequented by students walking and riding bicycles.
• Alex worked closely with City of Novato staff to secure a $220,500 grant from the Food
Waste Recovery Program at CalRecycle to fund a local food waste recovery effort in Marin
County that allowed the City of Novato to partner with local nonprofits and ensure that
good food that otherwise would go to waste reached food banks and vulnerable residents.
• Alex worked jointly with the City of Fullerton to secure a $200,000 planning grant from the
US Department of Transportation’s Safe Streets and Roads for All (SS4A) Grant program.
The grant will help fund the Fullerton Comprehensive Safety Action Plan, which will
increase public safety for all forms of transportation in the city, including walking, bicycling,
and single-occupancy vehicle users.
• Alex has developed broad expertise concerning public safety policy and funding. In
conjunction with local stakeholders, Alex has worked successfully on a variety of public
safety issues that affect local public agencies in California, including the fight against the
trafficking and exploitation of minors as well as the protection of local control regarding the
manufacturing of cannabis products.
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
committees 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.
University of San Francisco, CA
Bachelor of Arts, Politics 2011
San Diego State University
Professional Grant Writing Certification 2023
Proposal for Grant Research, Writing, & Management Services | City of Lake Elsinore Page 16
TECHNICAL PROPOSAL
Anastasia Heaton, Senior Associate: Anastasia brings a variety of experience
and knowledge to TPA, including five years of experience in public cultural and
historical resources. Anastasia has grant writing experience in areas such as
water, parks and recreation, cultural resources, and natural resources.
Townsend Public Affairs, Inc.
Senior Associate 2021–Present
At TPA, Anastasia has worked with clients to develop their funding proposals and secure
competitive grant funding on projects. Anastasia has developed robust relationships with the
Department of Water Resources, the California Natural Resources Agency, the Governor’s Office
of Planning and Research, the California State Library, Go-BIZ, the Department of Parks and
Recreation, and the National Endowment of the Arts. She has also worked to identify strategic
resources that ensure her clients’ visions are transformed into reality. Some of her work includes:
• Anastasia secured a cumulative $12.1 million in competitive Southern California
Association of Governments Regional Early Action Planning Grants (2.0).
o $8 million was secured through the RUSH (Regional Utilities Supporting Housing)
to fund the development of over 3,000 housing units and ensure their ability to
withstand stormwater in the wake of Tropical Storm Hilary.
o $4.1 million was secured through the Lasting Affordability Program to fund the
development of a revolving loan program for the City of Murrieta’s Housing
Authority.
o Not only did Anastasia secure the grant funding, she worked throughout the FY25
Budget Cycle to ensure the grant dollars, originally slated to be cut from the
budget and revoked from the awardees, were protected and retained in the
FY25 Budget in the wake of the budget deficit.
• Through the 2022 State Budget process, Anastasia worked to advocate for the inclusion
of $6 million for the City of Agoura Hills’ Linear Park construction. This park will provide
critical recreation, social, and educational spaces for residents of the City of Agoura Hills.
• Anastasia alongside the California Water Service, secured $4.2 million in competitive
Urban Community Drought Relief funding through the Department of Water Resources.
This funding will be used to consolidate several at-risk and dangerous water systems to
provide clean, accessible potable water to a disadvantaged area.
• Anastasia worked with State Department of Water Resources staff to secure $2.3 million
in Small Community Drought Relief Grants. This grant funding supported three projects in
Kern County and Marin County, ranging in award amounts from $19,500 to $1.4 million.
These critical drought mitigation projects include a new intake facility and increased
storage capacity for water districts hit the hardest by severe drought conditions.
• Anastasia worked closely with the City of Palmdale to secure $1 million in competitive LA
County Regional Park and Open Space District Measure A funding for Regional
Recreation, Multi-Use Trails, and Accessibility projects. This grant funding will go towards
the expansion of a beloved and critical swimming pool in the City’s Marie Kerr Park.
• Through both cycles of the Building Forward Library Infrastructure Program, Anastasia
secured a total of $4.1 million in state funding for various projects benefiting libraries
throughout the state – from children’s wing expansion to HVAC and elevator repairs.
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TECHNICAL PROPOSAL
• With the City of Murrieta, Anastasia secured $2.4 million in Economic Development
Agency competitive grant funding for the Murrieta Innovation Center, a life-science startup
incubator and community resource that will prove integral for job growth and development.
• Alongside Merced Union High School District, Anastasia secured $750,000 in Outdoor
Equity Grant Funding through the California Department of Parks and Recreation for the
District’s “Our Outdoors Program,” which will provide outdoor education excursions and
career development for underserved students.
On behalf of the City of La Habra, Anastasia secured $320,000 in US Department of
Transportation Safe Streets and Roads 4 All (SS4A) grant funding to fund the full
implementation of a Safe Routes to Schools Plan, helping students in the region safely
travel to and from school using active transportation methods.
• Through LA Metro’s 5310 Grant Program, Anastasia, with the City of South El Monte,
secured $230,000 in competitive funding for the acquisition of an electric shuttle vehicle
to allow for increased, sustainable transit options for seniors and disabled residents.
• Anastasia submitted an application to the 2022 Bureau of Reclamation’s WaterSMART
Water and Energy Efficiency Program, securing $235,170 in grant funding to implement
the California Water Service’s multi-region turf replacement program, replacing turfgrass
with drought-tolerant, California-friendly habitat.
• Anastasia secured over $230,000 in last-mile broadband access funding for the City of
Palm Springs through the California Public Utilities Commission Broadband Adoption
Account. This funding will provide needed computer and broadband access infrastructure
for various libraries and community centers throughout the City.
• Anastasia secured $10,000 in State Parks and Recreation funding for the City of Murrieta
and the Murrieta Public Library through the Parks Pass Program. She then secured an
additional $30,000 in Sustainable Libraries Grant funding on behalf of the Murrieta Public
Library to augment the ongoing existing natural resources education initiatives and expand
library reach. These grant funds will go towards the creation of outdoor activity kits and an
Earth Day festival for Murrieta library patrons.
U.S. State Department and Indian Health Services Agency
Research and Writing VSFS Intern 2020–2021
Anastasia worked as a researcher and writing intern for the U.S. State Department and Indian
Health Services Agency, devising creative ways to translate and narrate information and data on
cultural resources and public health.
Santa Barbara Mission Archive-Library
Archival Intern 2020
Anastasia worked to research and identify significant historical narratives and bring them to the
public through community outreach and public education efforts. She provided key support in
managing grant documentation and securing funding for the Mission Archive Library.
Westmont College, Santa Barbara
Bachelor of Arts, History 2021
Proposal for Grant Research, Writing, & Management Services | City of Lake Elsinore Page 18
TECHNICAL PROPOSAL
Barbarah Torres, Senior Associate: Barbarah brings eight years of grant writing
and administration experience and knowledge to TPA, particularly in the areas of
transportation and planning, public works, infrastructure, and community
development.
Townsend Public Affairs, Inc.
Senior Associate 2024–Present
Since joining TPA, Barbarah has leveraged her extensive expertise and experience in the areas
of grant writing and administration to develop competitive grant program applications and secure
critical state, federal, and local funding for clients’ priority projects. With robust relationships with
key state and federal agency representatives, including in the Department of Transportation,
Federal Emergency Management Agency, Environmental Protection Agency, California Energy
Commission, and California Natural Resources Agency, Barbarah is a skilled advocate who is
able to quickly and effectively navigate complicated program guidelines and administration
requirements while mitigating unnecessary burdens on clients.
San Diego Association of Governments, Government Affairs
Senior Public Affairs Officer, Bi-National Affairs 2022–2024
As the Acting Program Manager for an extensive project portfolio in the South Bay and the
Mexican Border, Barbarah supported and managed a collection of construction, transit, rail, long
range planning, and mega projects. Specifically, Barbarah was the lead management principal
for the $2 billion Otay Mesa East Port of Entry project, where she coordinated grant applications,
stakeholder engagement, relationship management, communication strategies, and program
implementation. Barbarah also increased agency representation at events and conferences to
elevate its profile and foster community outreach and engagement. Additionally, she was
responsible for keeping board members, stakeholders, community groups, project principals, and
executive group members informed on ongoing activities through briefings, presentations, articles,
talking points, and white papers.
Port of San Diego, Government and Civics Relations Department
Grants Program Coordinator 2019–2022
Barbarah was responsible for seeking and managing approximately $130 million in various federal,
state, and local funding to advance the Port’s project priorities. She engaged and fostered strong
relationships with several agencies, including the Department of Transportation, Maritime
Administration, Department of Homeland Security, Federal Emergency Management Agency,
Environmental Protection Agency, California Energy Commission, California Natural Resources
Agency, and National Park Service.
City of San Diego, Purchasing and Contracting Department
Contract Compliance Officer, Public Works and Utilities Focus 2018–2019
Barbarah was responsible for reviewing and managing contract compliance for approximately
$400 million in contracts issued by the City of San Diego. Her responsibilities included the
issuance of contract compliance metrics, attainment of goals and timelines, prevailing wage
requirements, negotiation of change, audits, investigation and resolution of contractor
performance problems, appraisal of contractor performance, disposition of claims, terminations,
and close-out.
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TECHNICAL PROPOSAL
Port of San Diego, Government and Civic Relations Department
Legislative Analyst 2017
Barbarah performed bill tracking, research, and analysis to inform Port leadership and
stakeholders. Additionally, she helped secure grant funding for the Port’s projects and services,
as well as presented comprehensive legislative briefings to the Board of Port Commissioners.
City Heights Community Development Corporation
Transportation and Planning Coordinator 2017
Barbarah secured and managed grants from Caltrans, the County of San Diego, the City of San
Diego, and the San Diego Association of Governments.
Alliant International University, San Diego
Bachelor of Arts, Political Science and Government 2016
University of California, San Diego
Project Management Certification 2023
Sammi Maciel, Senior Associate: Sammi brings seven years of federal legislative,
funding, and public policy experience. Sammi has experience managing legislative
activity, including bill analysis, research, and drafting, particularly for federal funding
opportunities. Sammi has expertise in several policy sectors including local
governance, transportation, broadband, energy, and cultural resources.
Townsend Public Affairs, Inc.
Senior Associate 2021–Present
Since joining TPA, Sammi has kept clients informed of significant actions and pertinent
developments in the federal government and strategizes ways in which to influence and enact
changes in Washington, DC that have concrete results for clients. Some of Sammi’s experiences
include:
• Sammi has strong relationships with key officials within the Department of Transportation,
Energy, and Environmental Protection Agency, which have been critical in helping to
advocate and navigate the hundreds of new funding opportunities implemented through
the Bipartisan Infrastructure Law and Inflation Reduction Act. Sammi has leveraged these
relationships to guide clients in the submittal process for the millions of dollars available
to improve our client’s infrastructure priorities.
• Sammi has leveraged her relationships with regional and national EDA officials to assist
in drafting applications for the newly Authorized Recompetes program, made available
through the 2022 CHIPS and Science Act.
• In FY 2023, Sammi worked with the City of Half Moon Bay to secure a $2 million earmark
for the City’s Highway 1–Frenchman Creek Intersection and Bike/Pedestrian Improvement
project. Sammi assisted in developing and submitting the project for consideration and
leveraged her extensive federal relationships to ensure success.
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TECHNICAL PROPOSAL
• Sammi’s four years of experience working for two California Senators has led to an
extensive network of relationships both on Capitol Hill and within federal agencies. Her
understanding of the regional and political dynamics of the California Congressional
delegation and their interactions with other members of the Senate and House are
important to successfully advocating for California-based clients.
• Sammi 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. Sammi has utilized her experience to successfully aid clients
in securing millions of dollars’ worth of earmarks in the FY22 and FY23 process.
• Sammi has identified new and previously underutilized federal grants for the benefit of
TPA clients. She has leveraged her relationships with key grant officials at various federal
agencies to ascertain their specific priorities and buzzwords required for successful grant
applications. Sammi then leverages that information to help TPA clients develop and
submit more competitive federal grant applications and provides more effective tailored
advocacy to secure funding awards.
U.S. Senate, Office of Senator Kamala Harris (CA)
Field Representative 2019–2021
Sammi represented a 30-county region on behalf of Senator Harris, attending events, hosting
meetings, and facilitating outreach to constituents. She tracked key issues, facilitated rapid
response, and built an extensive network of relationships with local elected officials and advocacy
groups within her 30-county region. Additionally, Sammi drafted letters of support on behalf of her
region addressed to numerous federal agencies, requesting funding for key projects.
U.S. Senate, Office of Senator Dianne Feinstein (CA)
Legislative Intern Summer of 2017
As a legislative intern with Senator Dianne Feinstein’s office, Sammi researched and drafted
memos for state field representatives regarding state legislature bills in the policy areas of
transportation and water infrastructure, cannabis, and sanctuary cities.
Dominican University of California
Bachelor of Arts, Political Science 2017
Jacob Leischner, Associate: Jacob brings a variety of experience and knowledge
to TPA, including extensive experience in the writing and editing of proposals.
Jacob has grant writing experience in areas such as economic and community
development, parks and recreation, cultural resources, and natural resources.
Townsend Public Affairs, Inc.
Associate 2024–Present
Since joining TPA, Jacob has worked with clients to develop their funding proposals and secure
competitive grant funding on projects. He has also worked to identify strategic funding resources
that ensure his clients’ visions are transformed into reality. Some of his work includes:
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TECHNICAL PROPOSAL
• Jacob has extensive experience drafting, submitting, and securing funding from a diverse
number of grant programs, including those administered by the Federal Emergency
Management Agency, California Office of Emergency Services, National
Telecommunications and Information Administration, U.S. Department of Transportation, and
Federal Highway Administration. He has submitted proposals on behalf of clients for projects
relating to state and local cybersecurity, digital equity, bridge infrastructure, and community
development programs.
• Jacob has worked alongside clients to advance and prioritize their cybersecurity efforts to
protect operations and residents’ safety.
• Jacob monitors state and federal agency websites, attends grant funding webinars, and
leverages his network of relationships to proactively identify funding opportunities and
communicate program requirements, timelines, and best practices to clients.
• Jacob utilizes information gathered during onboarding sessions to develop and submit
tailored grant applications that strongly convey the urgency and impact of client projects to
granting agencies to maximize the likelihood of success.
• Jacob closely monitors ongoing activity in both Sacramento and Washington, DC to ensure
clients are acutely aware of upcoming legislation that has the potential to impact funding
opportunities or current programs.
Rose Institute for State and Local Government
Student Manager 2017–2021
Jacob managed a team of undergraduate students across 15 research and institutional teams,
leading biweekly meetings and overseeing staff evaluations. He redesigned the hiring process for
a virtual platform, ensuring greater transparency and accessibility. Additionally, Jacob led a
project analyzing public election financing programs and directed a team in producing redistricting
and demographic research. He also contributed to drafting chapters on caucus politics and
methodology for 17 states as part of a book publication.
International Bridges to Justice
Research and Development Fellow 2019
Jacob researched, pitched, and applied for grants to secure funding for operations at the
U.S./Mexico border. Additionally, Jacob cultivated partnerships with stakeholders in education,
nonprofits, legal aid, and access to justice initiatives, fostering collaborations that provided
structural and organizational support.
Claremont McKenna College
Bachelor of Arts, Philosophy, Politics, and Economics 2021
QUALITY CONTROL
TPA utilizes rigorous quality control measures to ensure the highest standards for all work
products delivered to the City. Each draft and final version undergoes a thorough internal review
by senior staff members, ensuring accuracy, compliance with grant guidelines, and clarity in
presentation. Our process includes cross-checking data, fact verification, and detailed
proofreading to eliminate errors. We maintain open communication with the City throughout,
incorporating feedback at every stage to deliver well-refined, high-quality final products.
Proposal for Grant Research, Writing, & Management Services | City of Lake Elsinore Page 22
TECHNICAL PROPOSAL
REFERENCES
1. CITY OF MURRIETA
Contact Name: Kim Summers
Contact Title: City Manager
Address: 1 Town Square, Murrieta, CA 92562
Phone Number: 951-461-6010
Email Address: ksummers@murrietaca.gov
Project Description: TPA provides grant writing and state and federal legislative
advocacy services to the City.
2. CITY OF PALM SPRINGS
Contact Name: Teresa Gallavan
Contact Title: Assistant City Manager
Address: 3200 East Tahquitz Canyon Way, Palm Springs, CA 92262
Phone Number: 760-322-8380
Email Address: teresa.gallavan@palmspringsca.gov
Project Description: TPA provides grant writing and state and federal legislative
advocacy services to the City.
3. CITY OF FONTANA
Contact Name: Robert Torres
Contact Title: Public Affairs Manager
Address: 8353 Sierra Avenue, Fontana, CA 92335
Phone Number: 909-350-7606
Email Address: rtorres@fontana.org
Project Description: TPA provides grant writing services to the City.
CURRENT CLIENTS
TPA currently provides grant writing and/or legislative advocacy to the following public agencies:
• City of Agoura Hills
• City of Alhambra
• City of Anaheim
• City of Atascadero
• City of Atwater
• City of Avalon
• City of Berkeley
• City of Brawley
• City of Brea
• City of Buena Park
• City of Campbell
• City of Chino Hills
• City of Citrus Heights
• City of Compton
• City of Concord
• City of Costa Mesa
• City of Del Mar
• City of Dinuba
• City of Dublin
• City of El Monte
• City of Emeryville
• City of Farmersville
• City of Fontana
• City of Fort Bragg
• City of Fountain Valley
• City of Fremont
• City of Fullerton
• City of Gardena
• City of Guadalupe
• City of Half Moon Bay
• City of Hanford
• City of Hayward
• City of Hesperia
• City of Huron
• City of Irvine
• City of Kingsburg
• City of La Habra
• City of La Palma
• City of La Verne
• City of Lafayette
• City of Laguna Beach
• City of Los Alamitos
Proposal for Grant Research, Writing, & Management Services | City of Lake Elsinore Page 23
TECHNICAL PROPOSAL
• City of Los Banos
• City of Madera
• City of Malibu
• City of Manteca
• City of Mendota
• City of Menifee
• City of Millbrae
• City of Mission Viejo
• City of Modesto
• City of Monterey Park
• City of Moreno Valley
• City of Morro Bay
• City of Murrieta
• City of Newport Beach
• City of Oakland
• City of Oakley
• City of Oceanside
• City of Ontario
• City of Orange
• City of Orange Cove
• City of Pacifica
• City of Orinda
• City of Palm Desert
• City of Palm Springs
• City of Palmdale
• City of Palo Alto
• City of Parlier
• City of Paso Robles
• City of Pico Rivera
• City of Pinole
• City of Pismo Beach
• City of Placentia
• City of Placerville
• City of Pleasanton
• City of Reedley
• City of Rialto
• City of San Leandro
• City of San Pablo
• City of Santa Ana
• City of Santa Barbara
• City of Santa Clara
• City of Shafter
• City of Sierra Madre
• City of Soledad
• City of South El Monte
• City of South San
Francisco
• City of Stanton
• City of Temecula
• City of Tracy
• City of Tulare
• City of Turlock
• City of Tustin
• City of Union City
• City of Walnut Creek
• City of West
Sacramento
• City of Westminster
• City of Wheatland
• County of Kern
• County of Imperial
• County of Mariposa
• County of Orange
• County of Shasta
• County of Stanislaus
• Merced County
Association of
Governments
• San Gabriel Valley
Council of
Governments
• Tri-Valley Cities
Coalition
PROJECT AVAILABILITY
TPA is available immediately to begin the work outlined in the RFP upon the conclusion of the
City’s evaluation and contract award.
CITY’S STANDARD PROFESSIONAL SERVICES AGREEMENT
TPA does not request any exceptions to the City’s standard consultant contract (Attachment A)
and accepts the form of the agreement.
Proposal for Grant Research, Writing, & Management Services | City of Lake Elsinore Page 1
Proposal for
Grant Research, Writing, &
Management Services
October 8, 2024
Proposal for Grant Research, Writing, & Management Services | City of Lake Elsinore Page 1
COST PROPOSAL
ALL-INCLUSIVE RETAINER:
DESCRIPTION OF SERVICES MONTHLY FEE
Grant Research, Writing, and Management Services $6,000*
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
Post-Award Services—Above and Beyond Advocacy Included
Comprehensive Follow-Up on Unsuccessful Applications Included
*The monthly fee includes all reasonable business and travel expenses.
ANNUAL NOT-TO-EXCEED AMOUNT: $72,000
1
REQUEST FOR PROPOSALS
GRANT RESEARCH, WRITING, AND MANAGEMENT SERVICES
September 3, 2024
City of Lake Elsinore
Community Support Division
130 South Main Street
Lake Elsinore, California 92530
Page 1
REQUEST FOR PROPOSALS
The City of Lake Elsinore, hereinafter referred to as the City, is inviting proposals from qualified
consultants to provide grant research, writing, and management services to Lake Elsinore. To
be considered for this contract, your firm must meet the qualifications and satisfy the
requirements as stated in the Request for Proposal (RFP).
Time Schedule:
The following is the City's tentative schedule for the selection of contractor (all times PST):
a)Request for Proposals distributed: September 3, 2024
b)Questions Submittal Deadline: September 24, 2024, by 3:00 pm
c)Deadline for submitting Proposals: October 8, 2024, at 3:00 pm
d)Award of contract: October 2024
Proposals will be received electronically via the City of Lake Elsinore’s online bid management
portal PlanetBids, until 3:00 pm, October 8, 2024. Any changes to this RFP will be specifically
modified by the City of Lake Elsinore and issued as a separate addendum document. It is the
Proposer’s sole responsibility to ensure that their proposal, including all addenda, is uploaded to
the proper place at the proper time. Any proposal received after the scheduled closing time for
receipt of proposals will not be considered.
Proposals must be submitted electronically via the City of Lake Elsinore e-Procurement System
PlanetBids as set forth in this RFP document. Proposals submitted by any other method, such
as hard copy, fax, or e-mail, will be disqualified. Proposals may be withdrawn on the
PlanetBids vendor portal prior to the schedule submittal time and date receipt of proposals.
Proposers are encouraged to not wait until the deadline to submit proposals, as system-related
questions may arise.
This RFP does not commit the City of Lake Elsinore to award a contract or pay any costs
associated with the preparation of a proposal. The City reserves the right to cancel, in part or in
its entirety, this solicitation should this be in the best interest of the City.
All questions, technical, commercial, or contractual in nature shall be directed to the Q&A section
on the e-Procurement System PlanetBids. No phone calls will be allowed. Contacting the City
of Lake Elsinore personnel directly regarding this RFP is prohibited and may be grounds
for elimination from the selection process. All questions regarding this RFP must be submitted
through the e-Procurement System PlanetBids no later than 3:00 pm, September 24, 2024.
Sincerely,
Community Support Division
Page 2
INTRODUCTION
BACKGROUND
The City of Lake Elsinore encompasses 43 square miles, with a diverse population of 73,916
residents, and is located about 85 miles north of San Diego. The City was incorporated in 1888
as a general law city and is governed under the City Council/City Manager form of government.
The City has approximately 106 full time employees and 48 part time employees in seven
departments (City Manager, City Clerk, Administrative Services, Community Services,
Community Development, Engineering, and Public Works) and contracts out fire and police
services.
Evaluation and Selection Proposals will be evaluated on the basis of the response to all
provisions of this RFP. Since this solicitation is an RFP as opposed to a Bid, pricing alone will
not constitute the entire selection criteria. The City may use some or all of the following criteria
and corresponding percentages in its evaluation and comparison of proposals submitted. The
criteria below are not necessarily an all-inclusive list. The order in which they appear is not
intended to indicate their relative importance. The City reserves the right to modify the evaluation
criteria and points as deemed appropriate prior to the commencement of evaluation.
EVALUATION CRITERIA POINTS
Qualifications/Related Experience/References 25
Thoroughness and Understanding of the Project 25
Cost of Services 25
Interview 25
Total Points 100
The City reserves the right to reject any or all proposals, to request additional information
concerning any proposal for purposes of clarification, to accept or negotiate any modification to
any proposal following the deadline for receipt of all proposals, and to waive any irregularities if
such would serve the best interests of the City as determined by the City. The City may cancel
this solicitation at any time. All proposals shall comply with current federal, state, and other laws
relative thereto. The City is not liable for any costs incurred by the Proposer before entering into
a formal contract. Costs for developing the proposal or any other such expenses incurred by the
Proposer in responding to the RFP, are entirely the responsibility of the Proposer, and shall not
be reimbursed in any manner by the City. No reimbursable cost may be incurred in anticipation
of award.
Submission of a proposal indicates acceptance by the consultant of the conditions contained in
this RFP and attached agreement unless clearly and specifically noted in the proposal submitted
and confirmed in the agreement between the City and the consultant selected.
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SCOPE OF REQUIRED SERVICES
The sections below provide the framework for the scope of services required. Any additional
information that the consultant wishes to include will be helpful in making our decision.
1. Grant Funding Needs Assessment and Strategy
a. Participate in an initial introductory/all hands meeting with City executives and
staff, and annually thereafter, to develop an overall strategy for identifying and securing
grant funding.
b. Meet with City staff monthly to identify grant funding needs and priorities and
discuss current and potential grant opportunities.
2. Grant Monitoring and Research
a. Identify appropriate grantors and grant programs including, but not limited to,
federal, state, and regional government organizations and private foundations and
businesses to support the City’s funding needs and priorities.
b. Research and analyze potential funding opportunities to determine its suitability
to the City’s needs and project eligibility requirements.
c. Based on grant funding research, recommend grantors and grant programs to
which the City should submit applications.
d. Inform staff of the details of identified grants and provide key information including
funding program name and agency, available funding, key dates/deadlines, funding type
(grant, loan or incentive), required match, and cost share required.
3. Grant Writing
a. The consultant shall write and apply for all grants approved by City staff.
b. Prepare a strategic work plan for each grant application including key dates,
responsibilities of consultant and staff for producing grant application content, key tasks,
and specific deliverables.
c. Provide grant proposal writing services associated with the completion of grant
applications on behalf of the City, including the preparation of letters of intent, funding
abstracts, production and submittal of applications.
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d. Ensure that all required components of each proposal are included in submission;
ensuring adherence to grant evaluation criteria, and ensuring entire grant package is timely
and correctly prepared in accordance with the requirements and restrictions of its
respective funder’s portal and technical submission requirements.
e. Work with designated City staff to edit grant applications for consistency of
messaging, ensuring integration of grant requirements prior to City final review and
submittal to funder.
f. Organize facts, data, statistics and narrative collected and written as a part of
assigned projects, developing tabular or graphic data displays as appropriate, and make
those items available to the City for future use.
4. Grant Management and Administration
a. If requested by City, upon award of grant, provide grant management and
administration services, including but not limited to:
i. Prepare a schedule for the submission of required documents, including
project milestones, progress and final reports and invoices to funding agencies,
including key dates and responsibilities of consultant and staff for producing drafts
and final deliverables.
ii. Ensure that all reporting components of the awarded grant are correctly
prepared and submitted to meet the deadlines in accordance with funding agency
requirements.
iii. Work with designated staff on all grant compliance components including
all standard environmental, procurement, and compliance regulations, and also
provide guidance on grant eligible costs and advise staff of analysis and strategic
actions to fully utilize existing grant money and ensuring 100% compliance.
iv. Review status and progress of grant with City staff on a monthly basis and
with funding agencies as needed.
v. Ensure project and grant reporting are “Audit Ready” upon completion by
developing and maintaining an audit file with all documentation, including, but not
limited to: all compliance documents, financial documents, reports, 5 reimbursement
requests, and any other documentation relevant to the project’s grant funding.
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5. Ongoing Communication
a. Communicate with designated City staff regarding the work undertaken and
upcoming grant opportunities.
b. Submit monthly reports to the City summarizing the amount of time expended and
describe activities undertaken during the previous month.
6. Technical Proposal Format The proposal submitted for this project must follow the outline
described below and must address all requested information.
a) Title Page
b) Table of Contents
c) Cover Letter
i. The Cover Letter shall be addressed to Adam Gufarotti, City
Manager’s Office, and at minimum, must contain the following:
ii. Identification of consultant, including name, address, and telephone
number.
iii. Name, title, address, and telephone number of contact person during
period of proposal evaluation.
iv. Statement to the effect that the proposal shall remain valid for a
period of not less than 120 calendar days from the date of submittal.
v. Signature of a person authorized to bind the consultant to the terms
of the proposal.
a) If a corporation, a resolution or corporate bylaws illustrating who is
authorized to sign contracts.
d) Introduction/Approach
a) In a brief narrative, describe the proposed solution by setting forth the
overall approach and plans to meet the requirements of the RFP. The
intent of this narrative is to convey to the City that the consultant
understands the objective of the requested service, the nature of the
work, and the level of effort necessary to successfully provide the
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defined services. The narrative must stipulate how the consultant’s
approach and plans to provide the services are appropriate to the
tasks involved.
a) Provide general information about the consultant, including size of the
organization, location of offices, years in business, organizational chart, state
of incorporation, names of owners and principal parties, and a statement of
qualifications for performing the requested services. Include a statement
indicating what differentiates your firm from other consultants.
e)Experience
•Provide a summary of the consultant’s qualifications and prior experience in providing
the requested services. This section must include specific and detailed descriptions of
similar projects performed, project results, client name and year completed.
f)Project Overview
•Provide a narrative description of the project based on the scope of services presented
in the RFP along with a detailed work plan. Include any issues that you believe will require
special consideration for this project. Also identify any unique approaches or strengths
you may have related to this project.
g)Detailed Work Plan
•Respond to all requirements defined in the scope of services. Include the steps needed
to complete all tasks and any recommended additions to the list of tasks. Also, document
assumptions used in development of the work tasks including assistance needed from
City staff and required hardware and software if applicable. If any of the requirements
cannot be supported, provide a recommendation for an alternative approach.
h)Project Team
•Identify the project team, including proposed sub-consultants, and provide brief resumes
for key staff assigned to the engagement. Identify the geographic locations of the vendor
and key personnel.
i)Quality Control
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•Provide a detailed description and/or examples of the consultant’s quality control
procedures that ensures all work products delivered to the City (i.e., drafts and final
versions) are of high-quality, accurate and have been thoroughly reviewed prior to
delivery to the City.
j)References
•Provide a complete list of other local governmental entities in California utilizing your
grant research, writing, and management services over the past five (5) years. Provide
at least three (3) references, past and present, using the same service being proposed
and indicate the scope of services, date, name, email address, and telephone number of
the client contact.
SUBMITTAL FORM AND CONTENT OF PROPOSAL
To assist in the evaluation process, the following information is required in the RFP submittal:
a. Cover letter - Signed letter by an individual authorized to negotiate on behalf of the
firm and must be binding for a term of 90 days from the date of submittal to the City.
b. Brief description of your organization’s history, growth, philosophy/culture, number
of employees, and number of years in business under the same name.
c. Brief resume of the education and experience of those persons who will be part of
the project team.
d. Complete description of the organizational structure of your organization, and the
method by which work is done. An organizational workflow chart with description of
duties of the persons working on the study is useful.
e. Written description of services to be provided. Include both services outlined in this
request, as well as additional services recommended by your organization. Identify
a window of time indicating availability to start the project.
f. List of references of current and former clients, preferably municipalities. Include the
name of the client, contact person, telephone number and email address (if
available).
g. Identify a window of time indicating availability to start the project. The selected firm
will be required to enter into a written contract with the City of Lake Elsinore in a
form approved by the City Attorney. It is expected that work will commence upon
award of contract.
➢City’s Professional Services Agreement – Identify any sections of the City’s
standard consultant contract (Attachment A) that pose concerns and would
require negotiation/modification in order to be acceptable to consultant. If no
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concerns are identified, submitter will be deemed to have accepted the form of
the agreement.
Cost Proposal
Submit a comprehensive, specific statement indicating the maximum cost for the project based
on the project as described herein. To the extent desired, additional recommendations and
services or options may be included as additions to the project on an optional basis. These
optional items shall be priced separately from this Request for Proposal.
Offerors shall submit one digital copy within the PlanetBids e-Procurement portal under Cost
Proposal labeled: “Cost Proposal – “GRANT RESEARCH, WRITING, AND MANAGEMENT
SERVICES” no later than October 8, 2024, at 3:00pm PST. Cost Proposal should include:
1. An itemized schedule of all expenses. If the use of sub- consultants is proposed, a
separate schedule of hours and expenses must be provided for each sub-consultant;
2.A maximum lump sum budget amount inclusive of all fees and expenses.
All costs associated with preparation of any proposal shall be the sole responsibility of the
proposer. Each proposal shall be limited to a maximum of 25 pages, using minimum 12-point font
size. Electronic submittals of the proposal will not be accepted.
The City of Lake Elsinore reserves the right to extend the deadline to meet the objectives of the
agency.
SUBMITTAL EVALUATION
Criteria to be used to evaluate the submittals will include, but not limited to:
a. Degree to which each submittal responds to the needs of the City and this RFP
(responsiveness, preciseness, thoroughness, etc.).
b. Qualifications of the firm, including but not limited to its similar experiences in UA park
design and personnel assigned to the project.
c. Evidence of the ability to provide service in a prompt, thorough and professional
manner.
d. Experience, professional credentials, and reputation of those who will be performing
the study.
e. Ability to complete the work within the time specified.
f. Fee amount and structure.
Oral Presentation/Interview: Those Proponents considered most qualified to provide the
required services may be requested to participate in an oral presentation/interview at the City's
discretion. Applicants will be notified in writing of the time and place for the interview. It is expected
that key members of the project team will be present for the presentation/interview process.
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GENERAL INFORMATION
The selected consultant will be expected to enter into and perform services under a Professional
Services Agreement (PSA) with the City of Lake Elsinore. The City reserves the right to accept
or reject any or all submittals received as a result of this request, to negotiate with qualified
sources, or to cancel in part, or in its entirety, this Request for Proposal, if it is in the best interest
of the City to do so.
This RFP does not commit the City to pay any costs incurred for the preparation of the
submission of a proposal, or to contract for supplies or services.
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ATTACHMENTS
Attachment A: City of Lake Elsinore Standard Agreement for Professional Services
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AGREEMENT FOR PROFESSIONAL SERVICES
Click or tap here to enter text.Click or tap here to enter text.
This Agreement for Professional Services (the “Agreement”) is made and entered into as
of Click or tap to enter a date., by and between the City of Lake Elsinore, a municipal corporation
(‘‘City") and Click or tap here to enter text., a Click or tap here to enter text. ("Consultant").
RECITALS
A. The City has determined that it requires the following professional services:
Click or tap here to enter text.
B. Consultant has submitted to City a proposal, dated Click or tap to enter a date.,
attached hereto as Exhibit A (“Consultant’s Proposal”) and incorporated herein, to provide
professional services to City pursuant to the terms of this Agreement.
C. Consultant possesses the skill, experience, ability, background, certification and
knowledge to perform the services described in this Agreement on the terms and conditions
described herein.
D. City desires to retain Consultant to perform the services as provided herein and
Consultant desires to provide such professional services as set forth in this Agreement.
AGREEMENT
1. Scope of Services. Consultant shall perform the services described in
Consultant’s Proposal (Exhibit A). Consultant shall provide such services at the time, place, and
in the manner specified in Consultant’s Proposal, subject to the direction of the City through its
staff that it may provide from time to time.
2. Time of Performance.
a. Time of Essence. Time is of the essence in the performance of this
Agreement. The time for completion of the professional services to be performed by Consultant
is an essential condition of this Agreement. Consultant shall prosecute regularly and diligently
the professional services contemplated pursuant to this Agreement according to the agreed upon
performance schedule in Consultant’s Proposal (Exhibit A).
b. Performance Schedule. Consultant shall commence the services pursuant
to this Agreement upon receipt of a written notice to proceed and shall perform all services within
the time period(s) established in the Consultant’s Proposal (Exhibit A). When requested by
Consultant, extensions to the time period(s) specified may be approved in writing by the City
Manager.
c. Term. The term of this Agreement shall commence upon execution of this
Agreement and shall continue until the services and related work are completed in accordance
with the Consultant’s Proposal (Exhibit A).
3. Compensation. Compensation to be paid to Consultant shall be in accordance
with the fees set forth in Consultants’ Proposal (Exhibit A), which is attached hereto and
incorporated herein by reference. In no event shall Consultant’s compensation exceed Click or
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tap here to enter text. dollars (Click or tap here to enter text.) without additional written
authorization from the City. Notwithstanding any provision of Consultant’s Proposal to the
contrary, out of pocket expenses set forth in Exhibit A shall be reimbursed at cost without an
inflator or administrative charge. Payment by City under this Agreement shall not be deemed a
waiver of defects, even if such defects were known to the City at the time of payment.
4. Method of Payment. Consultant shall promptly submit billings to the City
describing the services and related work performed during the preceding month to the extent that
such services and related work were performed. Consultant’s bills shall be segregated by project
task, if applicable, such that the City receives a separate accounting for work done on each
individual task for which Consultant provides services. Consultant’s bills shall include a brief
description of the services performed, the date the services were performed, the number of hours
spent and by whom, and a description of any reimbursable expenditures. City shall pay
Consultant no later than forty-five (45) days after receipt of the monthly invoice by City staff.
5. Background Checks. At any time during the term of this Agreement, the City
reserves the right to make an independent investigation into the background of Consultant’s
personnel who perform work required by this Agreement, including but not limited to their
references, character, address history, past employment, education, social security number
validation, and criminal or police records, for the purpose of confirming that such personnel are
lawfully employed, qualified to provide the subject service or pose a risk to the safety of persons
or property in and around the vicinity of where the services will be rendered or City Hall. If the City
makes a reasonable determination that any of Consultant’s prospective or then current personnel
is deemed objectionable, then the City may notify Consultant of the same. Consultant shall not
use that personnel to perform work required by this Agreement, and if necessary, shall replace
him or her with a suitable worker.
6. Suspension or Termination.
a. The City may at any time, for any reason, with or without cause, suspend
or terminate this Agreement, or any portion hereof, by serving upon the Consultant at least ten
(10) days prior written notice. Upon receipt of such notice, the Consultant shall immediately cease
all work under this Agreement, unless the notice provides otherwise. If the City suspends or
terminates a portion of this Agreement such suspension or termination shall not make void or
invalidate the remainder of this Agreement.
b. In the event this Agreement is terminated pursuant to this Section, the City
shall pay to Consultant the actual value of the work performed up to the time of termination,
provided that the work performed is of value to the City. Upon termination of the Agreement
pursuant to this Section, the Consultant will submit an invoice to the City, pursuant to Section
entitled “Method of Payment” herein.
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7. Plans, Studies, Documents.
a. Ownership of Documents. All plans, studies, documents and other writings
prepared by and for Consultant, its officers, employees and agents and subcontractors in the
course of implementing this Agreement, except working notepad internal documents, shall
become the property of the City upon payment to Consultant for such work, and the City shall
have the sole right to use such materials in its discretion without further compensation to
Consultant or to any other party. Consultant shall, at Consultant’s expense, provide such reports,
plans, studies, documents and other writings to City upon written request. City shall have sole
determination of the public’s rights to documents under the Public Records Act, and any third-
party requests of Consultant shall be immediately referred to City, without any other actions by
Consultant.
b. Licensing of Intellectual Property. This Agreement creates a nonexclusive
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 that all subcontractors
agree in writing that City is granted a nonexclusive and perpetual license for any Documents &
Data the subcontractor 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 prepared by design
professionals other than Consultant or provided to Consultant by the City. City shall not be limited
in any way in its use of the Documents & Data at any time, provided that any such use not within
the purposes intended by this Agreement shall be at City’s sole risk.
c. Confidentiality. All ideas, memoranda, specifications, plans, procedures,
drawings, descriptions, computer program data, input record data, written information, and other
Documents & Data either created by or provided to Consultant in connection with the performance
of this Agreement shall be held confidential by Consultant. Such materials shall not, without the
prior written consent of City, be used by Consultant for any purposes other than the performance
of the services under this Agreement. Nor shall such materials be disclosed to any person or
entity not connected with the performance of the services under this Agreement. Nothing
furnished to Consultant which is otherwise known to Consultant or is generally known, or has
become known, to the related industry shall be deemed confidential. Consultant shall not use
City’s name or insignia, photographs relating to project for which Consultant’s services are
rendered, or any publicity pertaining to the Consultant’s services under this Agreement in any
magazine, trade paper, newspaper, television or radio production or other similar medium without
the prior written consent of City.
8. Consultant’s Books and Records.
a. Consultant shall maintain any and all ledgers, books of account, invoices,
vouchers, canceled checks, and other records or documents evidencing or relating to charges for
services, or expenditures and disbursements charged to 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 to
this Agreement.
b. Consultant shall maintain all documents and records which demonstrate
performance under this Agreement for a minimum period of three (3) years, or for any longer
period required by law, from the date of termination or completion of this Agreement.
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c. Any records or documents required to be maintained pursuant to this
Agreement shall be made available for inspection or audit, at any time during regular business
hours, upon written request by the City Manager, City Attorney, City Auditor or a designated
representative of these officers. Copies of such documents shall be provided to the City for
inspection at City Hall when it is practical to do so. Otherwise, unless an alternative is mutually
agreed upon, the records shall be available at Consultant’s address indicated for receipt of notices
in this Agreement.
d. Where City has reason to believe that such records or documents may be
lost or discarded due to dissolution, disbandment or termination of Consultant’s business, City
may, by written request by any of the above-named officers, require that custody of the records
be given to the City and that the records and documents be maintained in City Hall. Access to
such records and documents shall be granted to any party authorized by Consultant, Consultant’s
representatives, or Consultant’s successor-in-interest.
9. Independent Contractor.
a. Consultant is and shall at all times remain as to the City a wholly
independent contractor pursuant to California Labor Code Section 3353. The personnel
performing the services under this Agreement on behalf of Consultant shall at all times be under
Consultant’s exclusive direction and control. Neither City nor any of its officers, employees, or
agents shall have control over the conduct of Consultant or any of Consultant’s officers,
employees, or agents, except as set forth in this Agreement. Consultant shall not at any time or
in any manner represent that it or any of its officers, employees, or agents are in any manner
officers, employees, or agents of the City. Consultant shall not incur or have the power to incur
any debt, obligation, or liability whatsoever against City, or bind City in any manner.
b. Notwithstanding any other federal, state and local laws, codes, ordinances
and regulations to the contrary and except for the fees paid to Consultant as provided in the
Agreement, Consultant and any of its employees, agents, and subcontractors providing service
under this Agreement shall not qualify for or become entitled to, and hereby agree to waive any
claims to, any compensation, benefit, or any incident of employment by City, including but not
limited to eligibility to enroll in PERS as an employee of City and entitlement to any contribution
to be paid by City for employer contribution and/or employee contributions for PERS benefits.
10. PERS Eligibility Indemnification. In the event that Consultant or any employee,
agent, or subcontractor of Consultant providing services under this Agreement claims or is
determined by a court of competent jurisdiction or the California Public Employees Retirement
System (PERS) to be eligible for enrollment in PERS as an employee of the City, Consultant shall
indemnify, defend, and hold harmless City for the payment of any employee and/or employer
contributions for PERS benefits on behalf of Consultant or its employees, agents, or
subcontractors, as well as for the payment of any penalties and interest on such contributions,
which would otherwise be the responsibility of City.
11. Interests of Consultant. Consultant (including principals, associates and
professional employees) covenants and represents that it does not now have any investment or
interest in real property and shall not acquire any interest, direct or indirect, in the area covered
by this Agreement or any other source of income, interest in real property or investment which
would be affected in any manner or degree by the performance of Consultant’s services
hereunder. Consultant further covenants and represents that in the performance of its duties
hereunder no person having any such interest shall perform any services under this Agreement.
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Consultant is not a designated employee within the meaning of the Political Reform Act
because Consultant:
a. will conduct research and arrive at conclusions with respect to his/her
rendition of information, advice, recommendation or counsel independent of the control and
direction of the City or of any City official, other than normal agreement monitoring; and
b. possesses no authority with respect to any City decision beyond rendition
of information, advice, recommendation or counsel. (FPPC Reg. 18700(a)(2).)
12. Professional Ability of Consultant. City has relied upon the professional training
and ability of Consultant to perform the services hereunder as a material inducement to enter into
this Agreement. Consultant shall therefore provide properly skilled professional and technical
personnel to perform all services under this Agreement. All work performed by Consultant under
this Agreement shall be in accordance with applicable legal requirements and shall meet the
standard of quality ordinarily to be expected of competent professionals in Consultant’s field of
expertise.
13. Compliance with Laws.
a. Consultant shall comply with all local, state and federal laws and
regulations applicable to the services required hereunder, including any rule, regulation or bylaw
governing the conduct or performance of Consultant and/or its employees, officers, or board
members.
b. Consultant represents that it has obtained and will maintain at all times
during the term of this Agreement all professional and/or business licenses, certifications and/or
permits necessary for performing the services described in this Agreement, including a City
business license.
14. Licenses. Consultant represents and warrants to City that it has the licenses,
permits, qualifications, insurance and approvals of whatsoever nature which are legally required
of Consultant to practice its profession. Consultant represents and warrants to City that
Consultant shall, at its sole cost and expense, keep in effect or obtain at all times during the term
of this Agreement, any licenses, permits, insurance and approvals which are legally required of
Consultant to practice its profession. Consultant shall maintain a City of Lake Elsinore business
license.
15. Indemnity. Consultant shall indemnify, defend, and hold harmless the City and its
officials, officers, employees, agents, and volunteers from and against any and all losses, liability,
claims, suits, actions, damages, and causes of action arising out of any personal injury, bodily
injury, loss of life, or damage to property, or any violation of any federal, state, or municipal law
or ordinance, to the extent caused, in whole or in part, by the willful misconduct or negligent acts
or omissions of Consultant or its employees, subcontractors, or agents, by acts for which they
could be held strictly liable, or by the quality or character of their work. The foregoing obligation
of Consultant shall not apply when (1) the injury, loss of life, damage to property, or violation of
law arises from the sole negligence or willful misconduct of the City or its officers, employees,
agents, or volunteers and (2) the actions of Consultant or its employees, subcontractor, or agents
have contributed in no part to the injury, loss of life, damage to property, or violation of law. It is
understood that the duty of Consultant to indemnify and hold harmless includes the duty to defend
as set forth in Section 2778 of the California Civil Code. Acceptance by City of insurance
certificates and endorsements required under this Agreement does not relieve Consultant from
liability under this indemnification and hold harmless clause. This indemnification and hold
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harmless clause shall apply to any damages or claims for damages whether or not such insurance
policies shall have been determined to apply. By execution of this Agreement, Consultant
acknowledges and agrees to the provisions of this Section and that it is a material element of
consideration.
16. Insurance Requirements.
a. Insurance. Consultant, at Consultant’s own cost and expense, shall
procure and maintain, for the duration of the contract, unless modified by the City’s Risk Manager,
the following insurance policies.
i. Workers’ Compensation Coverage. Consultant shall maintain
Workers’ Compensation Insurance and Employer’s Liability Insurance for his/her
employees in accordance with the laws of the State of California. In addition, Consultant
shall require each subcontractor to similarly maintain Workers’ Compensation Insurance
and Employer’s Liability Insurance in accordance with the laws of the State of California
for all of the subcontractor’s employees. Any notice of cancellation or non-renewal of all
Workers’ Compensation policies must be received by the City at least thirty (30) days prior
to such change. The insurer shall agree to waive all rights of subrogation against City, its
officers, agents, employees and volunteers for losses arising from work performed by
Consultant for City. In the event that Consultant is exempt from Worker’s Compensation
Insurance and Employer’s Liability Insurance for his/her employees in accordance with
the laws of the State of California, Consultant shall submit to the City a Certificate of
Exemption from Workers Compensation Insurance in a form approved by the City
Attorney.
ii. General Liability Coverage. Consultant shall maintain commercial
general liability insurance in an amount not less than one million dollars ($1,000,000) per
occurrence for bodily injury, personal injury and property damage. If a commercial general
liability insurance form or other form with a general aggregate limit is used, either the
general aggregate limit shall apply separately to the work to be performed under this
Agreement or the general aggregate limit shall be at least twice the required occurrence
limit. Required commercial general liability coverage shall be at least as broad as
Insurance Services Office Commercial General Liability occurrence form CG 0001 (ed.
11/88) or Insurance Services Office form number GL 0002 (ed. 1/73) covering
comprehensive General Liability and Insurance Services Office form number GL 0404
covering Broad Form Comprehensive General Liability. No endorsement may be attached
limiting the coverage.
iii. Automobile Liability Coverage. Consultant shall maintain
automobile liability insurance covering bodily injury and property damage for all activities
of the Consultant arising out of or in connection with the work to be performed under this
Agreement, including coverage for owned, hired and non-owned vehicles, in an amount
of not less than one million dollars ($1,000,000) combined single limit for each occurrence.
Automobile liability coverage must be at least as broad as Insurance Services Office
Automobile Liability form CA 0001 (ed. 12/90) Code 1 (“any auto”). No endorsement may
be attached limiting the coverage.
iv. Professional Liability Coverage. Consultant shall maintain
professional errors and omissions liability insurance appropriate for Consultant’s
profession for protection against claims alleging negligent acts, errors or omissions which
may arise from Consultant’s services under this Agreement, whether such services are
provided by the Consultant or by its employees, subcontractors, or sub consultants. The
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amount of this insurance shall not be less than one million dollars ($1,000,000) on a
claims-made annual aggregate basis, or a combined single limit per occurrence basis.
b. Endorsements. Each general liability and automobile liability insurance
policy shall be with insurers possessing a Best’s rating of no less than A:VII and shall be endorsed
with the following specific language:
i. Notwithstanding any inconsistent statement in any required
insurance policies or any subsequent endorsements attached thereto, the protection
offered by all policies, except for Workers’ Compensation, shall bear an endorsement
whereby it is provided that, the City and its officers, employees, servants, volunteers and
agents and independent contractors, including without limitation, the City Manager and
City Attorney, are named as additional insureds. Additional insureds shall be entitled to
the full benefit of all insurance policies in the same manner and to the same extent as any
other insureds and there shall be no limitation to the benefits conferred upon them other
than policy limits to coverages.
ii. This policy shall be considered primary insurance as respects the
City, its elected or appointed officers, officials, employees, agents and volunteers.
Any insurance maintained by the City, including any self-insured retention the City may
have, shall be considered excess insurance only and shall not contribute with it.
iii. This insurance shall act for each insured and additional insured as
though a separate policy had been written for each, except with respect to the limits of
liability of the insuring company.
iv. The insurer waives all rights of subrogation against the City, its
elected or appointed officers, officials, employees or agents.
v. Any failure to comply with reporting provisions of the policies shall
not affect coverage provided to the City, its elected or appointed officers, officials,
employees, agents or volunteers.
vi. The insurance provided by this Policy shall not be suspended,
voided, canceled, or reduced in coverage or in limits except after thirty (30) days written
notice has been received by the City.
c. Deductibles and Self-Insured Retentions. Any deductibles or self-insured
retentions must be declared to and approved by the City. At the City’s option, Consultant shall
demonstrate financial capability for payment of such deductibles or self-insured retentions.
d. Certificates of Insurance. Consultant shall provide certificates of insurance
with original endorsements to City as evidence of the insurance coverage required herein.
Certificates of such insurance shall be filed with the City on or before commencement of
performance of this Agreement. Current certification of insurance shall be kept on file with the
City at all times during the term of this Agreement.
17. Notices. Any notice required to be given under this Agreement shall be in writing
and either served personally or sent prepaid, first class mail. Any such notice shall be addressed
to the other party at the address set forth below. Notice shall be deemed communicated within
48 hours from the time of mailing if mailed as provided in this section.
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If to City: City of Lake Elsinore
Attn: City Manager
130 South Main Street
Lake Elsinore, CA 92530
With a copy to: City of Lake Elsinore
Attn: City Clerk
130 South Main Street
Lake Elsinore, CA 92530
If to Consultant:Click or tap here to enter text.
Attn: Click or tap here to enter text.Click or tap here to
enter text.Click or tap here to enter text.
18. Assignment and Subcontracting. The parties recognize that a substantial
inducement to City for entering into this Agreement is the professional reputation, experience and
competence of Consultant and the subcontractors listed in Exhibit B. Consultant shall be fully
responsible to City for all acts or omissions of any subcontractors. Assignments of any or all
rights, duties or obligations of the Consultant under this Agreement will be permitted only with the
express consent of the City. Consultant shall not subcontract any portion of the work to be
performed under this Agreement except as provided in Exhibit B without the written authorization
of the City. If City consents to such subcontract, Consultant shall be fully responsible to City for
all acts or omissions of those subcontractors. Nothing in this Agreement shall create any
contractual relationship between City and any subcontractor nor shall it create any obligation on
the part of the City to pay or to see to the payment of any monies due to any such subcontractor
other than as otherwise is required by law.
19. Waiver. Waiver of a breach or default under this Agreement shall not constitute a
continuing waiver of a subsequent breach of the same or any other provision under this
Agreement.
20. Litigation Expenses and Attorneys’ Fees. If either party to this Agreement
commences any legal action against the other party arising out of this Agreement, the prevailing
party shall be entitled to recover its reasonable litigation expenses, including court costs, expert
witness fees, discovery expenses, and attorneys’ fees.
21. Mediation. The parties agree to make a good faith attempt to resolve any disputes
arising out of this Agreement through mediation prior to commencing litigation. The parties shall
mutually agree upon the mediator and share the costs of mediation equally. If the parties are
unable to agree upon a mediator, the dispute shall be submitted to JAMS or its successor in
interest. JAMS shall provide the parties with the names of five qualified mediators. Each party
shall have the option to strike two of the five mediators selected by JAMS and thereafter the
mediator remaining shall hear the dispute. If the dispute remains unresolved after mediation,
either party may commence litigation.
22. Prohibited Interests. Consultant maintains and warrants that it has not employed
nor retained any company or person, other than a bona fide employee working solely for
Consultant, to solicit or secure this Agreement. Further, Consultant warrants that it has not paid
nor has it agreed to pay any company or person, other than a bona fide employee working solely
for Consultant, any fee, commission, percentage, brokerage fee, gift or other consideration
contingent upon or resulting from the award or making of this Agreement. For breach or violation
of this warranty, City shall have the right to rescind this Agreement without liability. For the term
of this Agreement, no member, officer or employee of City, during the term of his or her service
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with City, shall have any direct interest in this Agreement, or obtain any present or anticipated
material benefit arising therefrom.
23. Equal Opportunity Employment. Consultant represents that it is an equal
opportunity employer and it shall not discriminate against any subcontractor, employee or
applicant for employment because of race, religion, color, national origin, handicap, ancestry, sex
or age. Such non-discrimination shall include, but not be limited to, all activities related to initial
employment, upgrading, demotion, transfer, recruitment or recruitment advertising, layoff or
termination.
24. 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.
Consultant agrees to fully comply with all applicable federal and state labor laws (including,
without limitation, if applicable, the Prevailing Wage Laws). It is agreed by the parties that, in
connection with the Work or Services provided pursuant to this Agreement, Consultant shall bear
all risks of payment or non-payment of prevailing wages under California law, and Consultant
hereby agrees to defend, indemnify, and hold the City, and its officials, officers, employees,
agents, and volunteers, free and harmless from any claim or liability arising out of any failure or
alleged failure to comply with the Prevailing Wage Laws. The foregoing indemnity shall survive
termination of this Agreement.
25. Severability. If any term or portion of this Agreement is held to be invalid, illegal,
or otherwise unenforceable by a court of competent jurisdiction, the remaining provisions of this
Agreement shall continue in full force and effect.
26. Controlling Law Venue. This Agreement and all matters relating to it shall be
governed by the laws of the State of California and any action brought relating to this Agreement
shall be held exclusively in a state court in the County of Riverside.
27. Authority to Enter Agreement. Consultant has all requisite power and authority to
conduct its business and to execute, deliver, and perform the Agreement. Each party warrants
that the individuals who have signed this Agreement have the legal power, right, and authority to
make this Agreement and to bind each respective party. The City Manager is authorized to enter
into an amendment or otherwise take action on behalf of the City to make the following
modifications to the Agreement: (a) a name change; (b) grant extensions of time; (c) non-
monetary changes in the scope of services; and/or (d) suspend or terminate the Agreement.
28. Counterparts. This Agreement may be executed in several counterparts, each of
which shall constitute one and the same instrument and shall become binding upon the parties
when at least one copy hereof shall have been signed by both parties hereto. In approving this
Agreement, it shall not be necessary to produce or account for more than one such counterpart.
29. Entire Agreement; Incorporation; Conflict. This Agreement contains the entire
understanding between the parties relating to the obligations described herein. All prior or
contemporaneous understandings, agreements, representations and statements, oral or written,
are superseded in total by this Agreement and shall be of no further force or effect. Consultant’s
Proposal is incorporated only for the description of the scope of services and/or the schedule of
performance and no other terms and conditions from such proposal shall apply to this Agreement
unless specifically agreed to in writing. In the event of conflict, this Agreement shall take
precedence over those contained in the Consultant’s Proposal.
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30. Amendments. This Agreement may be modified or amended only by a written
document executed by both Consultant and City and approved as to form by the City Attorney.
[Signatures on next page]
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IN WITNESS WHEREOF, the parties have caused this Agreement to be executed on the
date first written above.
“CITY”
CITY OF LAKE ELSINORE, a municipal
corporation
City Manager
ATTEST:
City Clerk
APPROVED AS TO FORM:
City Attorney
Assistant City Manager
“CONSULTANT”
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to enter text.
By:Click or tap here to enter text.
Its:Click or tap here to enter text.
Attachments: Exhibit A – Consultant’s Proposal
Exhibit B – List of Subcontractors
EXHIBIT A
EXHIBIT A
CONSULTANT’S PROPOSAL
[ATTACHED]
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EXHIBIT B
LIST OF SUBCONTRACTORS
[ATTACHED]
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EXHIBIT "C"
CERTIFICATE OF EXEMPTION FROM WORKERS= COMPENSATION INSURANCE
I hereby certify that in the performance of the work for which this Agreement is entered
into, I shall not employ any person in any manner so as to become subject to the Workers’
Compensation Laws of the State of California.
Executed on this day of ,20 at ,
California.
Consultant
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EXHIBIT "D"
LIST OF SUB-CONSULTANTS / SUBCONTRACTORS