HomeMy WebLinkAboutWest Company; 2018-8-21CONTRACT 1819094 — WEST COMPANY
This Agreement, made and entered into this 21st day of August 2018 ("Effective Date"),
by and between CITY OF UKIAH, CALIFORNIA, hereinafter referred to as "City" and West
Company, a corporation organized and in good standing under the laws of the state of
California, hereinafter referred to as "Consultant".
RECITALS
This Agreement is predicated on the following facts:
a. City requires consulting services related to providing program operator services for its
Microenterprise Technical Assistance Services Program, funded by Community
Development Block Grant (CDBG) #16-CDBG-11147.
b. Consultant represents that it has the qualifications, skills, experience and properly
licensed to provide these services, and is willing to provide them according to the terms
of this Agreement.
c. City and Consultant agree upon the Scope -of -Work and Work Schedule attached hereto
as Attachment "A", describing contract provisions for the project and setting forth the
completion dates for the various services to be provided pursuant to this Agreement.
TERMS OF AGREEMENT
1.0 DESCRIPTION OF PROJECT
1.1 The Project is described in detail in the attached Scope -of -Work (Attachment "A").
2.0 SCOPE OF SERVICES
2.1 As set forth in Attachment "A".
2.2. Additional Services. Additional services, if any, shall only proceed upon written
agreement between City and Consultant. The written Agreement shall be in the form of
an Amendment to this Agreement.
3.0 CONDUCT OF WORK
3.1 Time of Completion. Consultant shall commence performance of services as required
by the Scope -of -Work upon receipt of a Notice to Proceed from City and shall complete
such services by October 25, 2019. The term of this agreement may be extended up to
an additional three (3) years, for a total of five (5) years, upon written approval by the
City of Ukiah. Consultant shall complete the work to the City's reasonable satisfaction,
even if contract disputes arise or Consultant contends it is entitled to further
compensation.
CDBG MicroenterpriseProfSvcsAgreement- 2018 1
4.0 COMPENSATION FOR SERVICES
4.1 Basis for Compensation. For the performance of the professional services of this
Agreement, Consultant shall be compensated on a time and expense basis not to
exceed a guaranteed maximum dollar amount of $232,558. Labor charges shall be
based upon hourly billing rates for the various classifications of personnel employed by
Consultant to perform the Scope of Work as set forth in the attached Attachment B,
which shall include all indirect costs and expenses of every kind or nature, except direct
expenses. The direct expenses and the fees to be charged for same shall be as set
forth in Attachment B. Consultant shall complete the Scope of Work for the not -to -
exceed guaranteed maximum, even if actual time and expenses exceed that amount.
4.2 Changes. Should changes in compensation be required because of changes to the
Scope -of -Work of this Agreement, the parties shall agree in writing to any changes in
compensation. "Changes to the Scope -of -Work" means different activities than those
described in Attachment "A" and not additional time to complete those activities than the
parties anticipated on the date they entered this Agreement.
4.3 Sub -contractor Payment. The use of sub -consultants or other services to perform a
portion of the work of this Agreement shall be approved by City prior to commencement
of work. The cost of sub -consultants shall be included within guaranteed not -to -exceed
amount set forth in Section 4.1.
4.4 Terms of Payment. Payment to Consultant for services rendered in accordance with this
contract shall be based upon submission of monthly invoices for the work satisfactorily
performed prior to the date of the invoice less any amount already paid to Consultant,
which amounts shall be due and payable thirty (30) days after receipt by City. The
invoices shall provide a description of each item of work performed, the time expended
to perform each task, the fees charged for that task, and the direct expenses incurred
and billed for. Invoices shall be accompanied by documentation sufficient to enable City
to determine progress made and to support the expenses claimed.
5.0 ASSURANCES OF CONSULTANT
5.1 Independent Contractor. Consultant is an independent contractor and is solely
responsible for its acts or omissions. Consultant (including its agents, servants, and
employees) is not the City's agent, employee, or representative for any purpose.
It is the express intention of the parties hereto that Consultant is an independent
contractor and not an employee, joint venturer, or partner of City for any purpose
whatsoever. City shall have no right to, and shall not control the manner or prescribe the
method of accomplishing those services contracted to and performed by Consultant
under this Agreement, and the general public and all governmental agencies regulating
such activity shall be so informed.
Those provisions of this Agreement that reserve ultimate authority in City have been
inserted solely to achieve compliance with federal and state laws, rules, regulations, and
interpretations thereof. No such provisions and no other provisions of this Agreement
shall be interpreted or construed as creating or establishing the relationship of employer
and employee between Consultant and City.
CDBG MicroenterpriseProfSvcsAgreement- 2018 2
Consultant shall pay all estimated and actual federal and state income and self-
employment taxes that are due the state and federal government and shall furnish and
pay worker's compensation insurance, unemployment insurance and any other benefits
required by law for himself and his employees, if any. Consultant agrees to indemnify
and hold City and its officers, agents and employees harmless from and against any
claims or demands by federal, state or local government agencies for any such taxes or
benefits due but not paid by Consultant, including the legal costs associated with
defending against any audit, claim, demand or law suit.
Consultant warrants and represents that it is a properly licensed professional or
professional organization with a substantial investment in its business and that it
maintains its own offices and staff which it will use in performing under this Agreement.
5.2 Conflict of Interest. Consultant understands that its professional responsibility is solely
to City. Consultant has no interest and will not acquire any direct or indirect interest that
would conflict with its performance of the Agreement. Consultant shall not in the
performance of this Agreement employ a person having such an interest. If the City
Manager determines that the Consultant has a disclosure obligation under the City's
local conflict of interest code, the Consultant shall file the required disclosure form with
the City Clerk within 10 days of being notified of the City Manager's determination.
6.0 INDEMNIFICATION
6.1 Insurance Liability. Without limiting Consultant's obligations arising under Paragraph 6.2
Consultant shall not begin work under this Agreement until it procures and maintains for
the full period of time allowed by law, surviving the termination of this Agreement
insurance against claims for injuries to persons or damages to property, which may arise
from or in connection with its performance under this Agreement.
A. Minimum Scope of Insurance
Coverage shall be at least as broad as:
1. Insurance Services Office ("ISO) Commercial General Liability Coverage
Form No. CG 20 10 10 01 and Commercial General Liability Coverage —
Completed Operations Form No. CG 20 37 10 01.
2. ISO Form No. CA 0001 (Ed. 1/87) covering Automobile Liability, Code 1
"any auto" or Code 8, 9 if no owned autos and endorsement CA 0025.
3. Worker's Compensation Insurance as required by the Labor Code of the
State of California and Employers Liability Insurance.
4. Errors and Omissions liability insurance appropriate to the consultant's
profession. Architects' and engineers' coverage is to be endorsed to
include contractual liability.
B. Minimum Limits of Insurance
Consultant shall maintain limits no Tess than:
CDBG MicroenterpriseProfSvcsAgreement- 2018 3
1 General Liability: $1,000,000 combined single limit per occurrence for
bodily injury, personal injury and property damage including operations,
products and completed operations. If Commercial General Liability
Insurance or other form with a general aggregate limit is used, the
general aggregate limit shall apply separately to the work performed
under this Agreement, or the aggregate limit shall be twice the prescribed
per occurrence limit.
2. Automobile Liability: $1,000,000 combined single limit per accident for
bodily injury and property damage.
3. Worker's Compensation and Employers Liability: Worker's compensation
limits as required by the Labor Code of the State of California and
Employers Liability limits of $1,000,000 per accident.
4. Errors and Omissions liability: $1,000,000 per occurrence.
C. Deductibles and Self -Insured Retentions
Any deductibles or self-insured retentions must be declared to and approved by
the City. At the option of the City, either the insurer shall reduce or eliminate
such deductibles or self-insured retentions as respects to the City, its officers,
officials, employees and volunteers; or the Consultant shall procure a bond
guaranteeing payment of losses and related investigations, claim administration
and defense expenses.
D. Other Insurance Provisions
The policies are to contain, or be endorsed to contain, the following provisions:
1. General Liability and Automobile Liability Coverages
a. The City, it officers, officials, employees and volunteers are to be
covered as additional insureds as respects; liability arising out of
activities performed by or on behalf of the Consultant, products
and completed operations of the Consultant, premises owned,
occupied or used by the Consultant, or automobiles owned, hired
or borrowed by the Consultant for the full period of time allowed by
law, surviving the termination of this Agreement. The coverage
shall contain no special limitations on the scope -of -protection
afforded to the City, its officers, officials, employees or volunteers.
b. The Consultant's insurance coverage shall be primary insurance
as respects to the City, its officers, officials, employees and
volunteers. Any insurance or self-insurance maintained by the
City, its officers, officials, employees or volunteers shall be in
excess of the Consultant's insurance and shall not contribute with
it.
c. Any failure to comply with reporting provisions of the policies shall
not affect coverage provided to the City, its officers, officials,
employees or volunteers.
CDBG MicroenterpriseProfSvcsAgreement- 2018 4
d. The Consultant's insurance shall apply separately to each insured
against whom claim is made or suit is brought, except with respect
to the limits of the insurer's liability.
2. Worker's Compensation and Employers Liability Coverage
The insurer shall agree to waive all rights of subrogation against the City,
its officers, officials, employees and volunteers for losses arising from
Consultant's performance of the work, pursuant to this Agreement.
3. Professional Liability Coverage
If written on a claims -made basis, the retroactivity date shall be the
effective date of this Agreement. The policy period shall extend through
the duration of the project.
4. All Coverages
Each Insurance policy required by this clause shall be endorsed to state
that coverage shall not be suspended, voided, canceled by either party,
reduced in coverage or in limits except after thirty (30) days prior written
notice by certified mail, return receipt requested, has been given to the
City.
E. Acceptability of Insurers
Insurance is to be placed with admitted California insurers with an A.M. Best's
rating of no less than A- for financial strength, AA for long-term credit rating and
AMB -1 for short-term credit rating.
F Verification of Coverage
Consultant shall furnish the City with Certificates of Insurance and with original
Endorsements effecting coverage required by this Agreement. The Certificates
and Endorsements for each insurance policy are to be signed by a person
authorized by that insurer to bind coverage on its behalf. The Certificates and
Endorsements are to be on forms provided or approved by the City. Where by
statute, the City's Workers' Compensation - related forms cannot be used,
equivalent forms approved by the Insurance Commissioner are to be substituted.
All Certificates and Endorsements are to be received and approved by the City
before Consultant begins the work of this Agreement. The City reserves the right
to require complete, certified copies of all required insurance policies, at any
time. If Consultant fails to provide the coverages required herein, the City shall
have the right, but not the obligation, to purchase any or all of them. In that
event, the cost of insurance becomes part of the compensation due the
contractor after notice to Consultant that City has paid the premium.
G. Subcontractors
Consultant shall include all subcontractors or sub -consultants as insured under
its policies or shall furnish separate certificates and endorsements for each sub-
CDBG MicroenterpriseProfSvcsAgreement- 2018 5
contractor or sub -consultant. All coverage for sub -contractors or sub -consultants
shall be subject to all insurance requirements set forth in this Paragraph 6.1.
6.2 Indemnification. Notwithstanding the foregoing insurance requirements, and in addition
thereto, Consultant agrees, for the full period of time allowed by law, surviving the
termination of this Agreement, to indemnify the City for any claim, cost or liability that
arises out of, or pertains to, or relates to any negligent act or omission or the willful
misconduct of Consultant in the performance of services under this contract by
Consultant, but this indemnity does not apply to liability for damages for death or bodily
injury to persons, injury to property, or other loss, arising from the sole negligence, willful
misconduct or defects in design by the City, or arising from the active negligence of the
City.
"Indemnify," as used herein includes the expenses of defending against a claim and the
payment of any settlement or judgment arising out of the claim. Defense costs include
all costs associated with defending the claim, including, but not limited to, the fees of
attorneys, investigators, consultants, experts and expert witnesses, and litigation
expenses.
References in this paragraph to City or Consultant, include their officers, employees,
agents, and subcontractors.
7.0 APPLICABLE STATE/FEDERAL GRANT PROVISIONS
7.1 Equal Opportunity.
1. The Civil Rights, Housing and Community Development, and Age Discrimination Acts
Assurances
During the performance of this Agreement, the Consultant assures that no otherwise
qualified person shall be excluded from the participation or employment, denied program
benefits, or be subjected to discrimination based on race, color, national origin, sex, age, or
handicap, under any program or activity funded by this contract, as required by Title VI of
the Civil Rights Act of 1964, Title I of the Housing and Community Development Act of 1974,
as amended, and the Age Discrimination Act of 1975, the Fair Housing Act of 1988, and all
implementing regulations.
2. Rehabilitation Act of 1973 and the "504 Coordinator"
The Consultant agrees to comply with the City's implementation of the Rehabilitation Act of
1973, as amended, and its regulations, 24 CFR Part 8, including, but not limited to, the
local designation of a special person charged with local enforcement of this Act, as the
"504 Coordinator".
3. The Training, Employment, and Contracting Opportunities Assurance of Compliance:
a. The work to be performed under this Agreement is on a project assisted under a
program providing direct federal financial assistance from the Department of Housing
and Urban Development and is subject to the requirements of Section 3 of the Housing
and Urban Development Act of 1968, as amended, 12 U.S.C. 1701u. Section 3
requires that to the greatest extent feasible, opportunities for training and employment
be given lower income residents of the project area and contracts for Work in
CDBG MicroenterpriseProfSvcsAgreement- 2018 6
connection with the project be awarded to business concerns which are located in, or
owned in substantial part by persons residing in the area of the project.
b. The parties to this Agreement will comply with the provisions of said Section 3 and the
regulations issued pursuant thereto by the Secretary of Housing and Urban
Development set forth in 24 CFR Part 135, and all applicable rules and orders of the
Department issued thereunder prior to the execution of this contract. The parties to
this contract certify and agree that they are under no contractual or other disability,
which would prevent them from complying with these requirements.
c. The Consultant will send to each labor organization or representative of workers with
which he has a collective bargaining agreement or other contract or understanding, if
any, a notice advertising the said labor organization or worker's representative of his
commitments under this Section 3 clause and shall post copies of the notice in
conspicuous places available to employees and applicants for employment or training.
d. The Consultant will include these Section 3 clauses in every contract and subcontract
for Work in connection with the project and will, at the direction of the State, take
appropriate action pursuant to the contract upon a finding that any subcontractor is in
violation of regulations issued by the Secretary of Housing and Urban Development,
24 CFR Part 135 and, will not let any contract unless the Consultant has first provided
it with a preliminary statement of ability to comply with the requirements of these
regulations.
e. Compliance with the provisions of Section 3, the regulations set forth in 24 CFR Part
135, and all applicable rules and orders of the Department issued thereunder prior to
the execution of the Agreement shall be a condition of the federal financial assistance
provided to the project, binding upon the Consultant and its successors, and assigns to
those sanctions specified by the grant or contract through which federal assistance is
provided, and to such sanctions as are specified by 24 CFR Part 135.
4. State Nondiscrimination Clause:
a. During the performance of this contract, City, and Consultant shall not unlawfully
discriminate, harass, or allow harassment, against any employee or applicant for
employment because of race, religion, color, national origin, ancestry, physical
handicap, medical condition (cancer), physical disability (including HIV and AIDS),
marital status, age (over 40), sex, denial of family and medical leave, and denial of
pregnancy leave. Consultant shall insure that the evaluation and treatment of their
employees and applicants for employment are free of such discrimination and
harassment. Consultant shall comply with the provisions of the Fair Employment and
Housing Act (Government Code, Section 12900 et seq.) and the applicable regulations
promulgated thereunder (California Code of Regulations, Title 2, Section 7258.0 et
seq.) The applicable regulations of the Fair Employment and Housing Commission
implementing Government Code, Section 12990(a -f), set forth in Chapter 5, of Division
4 of Title 2 of the California Code of Regulations, are incorporated into this agreement
by reference and made a part hereof as if set forth in full. City, Consultant shall give
written notice of their obligations under this clause to labor organizations with which
they have a collective bargaining or other agreement.
b. City and Consultant shall include the nondiscrimination and compliance provisions of
this clause in all subcontracts to perform work under the contract.
CDBG MicroenterpriseProfSvcsAgreement- 2018 7
5. Americans with Disabilities Act (ADA) of 1990
By signing this agreement, the parties to this agreement assure the State that they will
comply with the Americans with Disabilities Act (ADA) of 1990, (42 USC 12101 et seq.),
which prohibits discrimination on the basis of disability as well as all applicable
regulations and guidelines issued pursuant to the ADA.
6. Assurance of Compliance with Requirements Placed on Construction Contracts of
$10,000 or More
The City and the Consultant hereby agree to place in every contract for construction
exceeding $10,000 the Notice of Requirement for Affirmative Action to ensure Equal
Employment Opportunity (Executive Order 11246), the Standard Equal Employment
Opportunity, Construction Contract Specifications. The City furthermore agrees to insert
the appropriate Goals and Timetables issued by the U.S. Department of Labor in such
contracts and subcontracts.
7.2 Monitoring and Audit. Consultant agrees to allow the Housing and Community
Development Department, Bureau of State Audits, HUD, or other State or federal
agencies or their representatives, upon reasonable notice, unrestricted access to all
relevant records, documents, books, accounts, and all other materials for grant
monitoring or auditing purposes, including the monitoring for conformity with any Grant
Agreement. City will monitor for conformity with its State contract.
7.3 Copeland Act. Consultant shall comply with the Copeland "Anti -Kickback" Act (18
U.S.C. §874) as supplemented in Department of Labor regulations (29 CFR Part 3).
7.4 Copyright. Any documents furnished by City or produced by Contractor in the
performance of this Contract belong to City which shall own any and all intellectual
property and copyrights thereto. Any discovery or invention developed by City or
Consultant in the performance of this Contract shall belong to City which shall have the
exclusive right to seek patent protection therefor.
7.5 Access to Records. Consultant shall provide City, the U.S. Department of Housing and
Urban Development ("HUD"), the Comptroller General of the United States, or any of
their duly authorized representatives to any books, documents, papers, and records of
the Consultant which are directly pertinent to that specific contract for the purpose of
making audit, examination, excerpts, and transcriptions.
7.6 Retention of Records. Consultant shall retain all records related to its performance
under
this Agreement and City's payments hereunder for five years after final payment has
been made hereunder and all other pending matters are closed.
7.7. Environmental Compliance. Consultant shall comply with all applicable standards,
orders, or requirements issued under section 306 of the Clean Air Act (42 U.S.C.
§1857(h)), section 508 of the Clean Water Act (33 U.S.C.§1368), Executive Order
11738, and Environmental Protection Agency regulations (40 CFR part 15).
CDBG MicroenterpriseProfSvcsAgreement- 2018 8
7.8. Energy Efficiency. Consultant shall comply with all mandatory standards and policies
relating to energy efficiency which are contained in the state energy conservation plan
issued in compliance with the Energy Policy and Conservation Act (Pub. Law 94-163, 89
Stat. 871).
7.9. Anti -lobbying Requirements. The anti -lobbying certification attached hereto as Exhibit 1
is a material representation of fact upon which the City has relied in entering this
agreement.
8.0 CONTRACT PROVISIONS
8.1 Ownership of Work. All documents furnished to Consultant by City and all documents or
reports and supportive data prepared by Consultant under this Agreement are owned
and become the property of the City upon their creation and shall be given to City
immediately upon demand and at the completion of Consultant's services at no
additional cost to City. Deliverables are identified in the Scope -of -Work, Attachment "A".
All documents produced by Consultant shall be furnished to City in digital format and
hardcopy. Consultant shall produce the digital format, using software and media
approved by City.
8.2 Governing Law. Consultant shall comply with the laws and regulations of the United
States, the State of California, and all local governments having jurisdiction over this
Agreement. The interpretation and enforcement of this Agreement shall be governed by
California law and any action arising under or in connection with this Agreement must be
filed in a Court of competent jurisdiction in Mendocino County.
8.3 Entire Agreement. This Agreement plus its Attachment(s) and executed Amendments
set forth the entire understanding between the parties.
8.4 Severability. If any term of this Agreement is held invalid by a court of competent
jurisdiction, the remainder of this Agreement shall remain in effect.
8.5 Modification. No modification of this Agreement is valid unless made with the agreement
of both parties in writing.
8.6 Assignment. Consultant's services are considered unique and personal. Consultant
shall not assign, transfer, or sub -contract its interest or obligation under all or any portion
of this Agreement without City's prior written consent.
8.7 Waiver. No waiver of a breach of any covenant, term, or condition of this Agreement
shall be a waiver of any other or subsequent breach of the same or any other covenant,
term or condition or a waiver of the covenant, term or condition itself.
8.8 Termination. This Agreement may only be terminated by either party: 1) for breach of
the Agreement; 2) because funds are no longer available to pay Consultant for services
provided under this Agreement; or 3) City has abandoned and does not wish to complete
the project for which Consultant was retained. A party shall notify the other party of any
alleged breach of the Agreement and of the action required to cure the breach. If the
breaching party fails to cure the breach within the time specified in the notice, the
contract shall be terminated as of that time. If terminated for lack of funds or
abandonment of the project, the contract shall terminate on the date notice of
CDBG MicroenterpriseProfSvcsAgreement- 2018 9
termination is given to Consultant. City shall pay the Consultant only for services
performed and expenses incurred as of the effective termination date. In such event, as
a condition to payment, Consultant shall provide to City all finished or unfinished
documents, data, studies, surveys, drawings, maps, models, photographs and reports
prepared by the Consultant under this Agreement. Consultant shall be entitled to
receive just and equitable compensation for any work satisfactorily completed
hereunder, subject to off -set for any direct or consequential damages City may incur as
a result of Consultant's breach of contract.
8.9 Duplicate Originals. This Agreement may be executed in duplicate originals, each
bearing the original signature of the parties. When so signed, each such document shall
be admissible in administrative or judicial proceedings as proof of the terms of the
Agreement between the parties.
9.0 NOTICES
Any notice given under this Agreement shall be in writing and deemed given when
personally delivered or deposited in the mail (certified or registered) addressed to the
parties as follows:
CITY OF UKIAH
CITY MANAGER'S OFFICE
300 SEMINARY AVE.
UKIAH, CA 95482
WEST COMPANY
MARY ANNE PETRILLO, EXECUTIVE DIRECTOR
185 E. CHURCH STREET
UKIAH, CA 95482
10.0 SIGNATURES
IN WITNESS WHEREOF, the parties have executed this Agreement the Effective Date:
CONSULTANT
BY:
PRINT NAME: NA -2y/4 -4J u e Pei-r&1J-
G a'-OoLLY1/6k,
IRS IDN Number
CITY OF UKIAH
BY: JI«a/k/..mk_ IA,
SAGE SANGI OMO
CITY MANAGER
ATTEST
KRISTINE LAWLER
CITY CLERK
01. 02012
DATE
9/e1`t �i 8
Date
Date
CDBG MicroenterpriseProfSvcsAgreement- 2018
ATTACHMENT A
SCOPE OF WORK
The scope of services shall include tasks described below:
1. Review, monitor, recommend refinements, and/or otherwise adhere to the City's most
recent Microenterprise Technical Assistance Services Program Guidelines and Program
Income Reuse Agreement.
2. Provide program outreach, networking and marketing as needed to identify, contact and
attract prospective eligible microenterprises and micro -entrepreneurs.
3. Perform income screening and collection of demographic and other required data of
applicants to determine eligibility and to comply with grant reporting requirements,
utilizing appropriate income certification methods per CDBG regulations depending upon
services to be utilized by clients.
4. Perform CDBG-compliant Self -Certification or Part V Income Certification per the most
recent HUD/HCD guidance as appropriate and perform other program eligibility reviews
per City Program Guidelines and CDBG regulations. All income certifications approved
by the Program Operator must be presented for City review.
5. Provide needs assessment and identify strategies for provision of service; provide
referrals for business support and technical assistance when appropriate, and provide
direct business support and technical assistance to eligible microenterprises and micro -
entrepreneurs.
6. Provide needs assessment and identify strategies and referrals for provision of service
for Support Services when appropriate, and provide, document, and track Support
Services for eligible microenterprises and micro -entrepreneurs
7. Incorporate City file content checklists (see Exhibit 1) or comparable system, subject to
City approval, to ensure utilization of a client file system that collects required data and
properly segregates Technical Assistance applications and activity documentation from
Micro Loan/Grant applications and supporting documentation.
8. Utilize a program-tracking/evaluation system to provide client demographic statistics and
evaluation data about services provided (number of clients served, number of business
plans developed, etc.) as well as outcomes (number of jobs created, number of
businesses formed, etc.) and provide reports to City as necessary for grant reporting and
program monitoring.
9. Coordinate with City staff to ensure timely submittal of all data, reports and cash
requests associated with the program.
10. Prepare for and attend grant monitoring visits as necessary.
Provide other needed support and technical assistance to ensure accomplishment of the City's
microenterprise program.
CDBG MicroenterpriseProfSvcsAgreement- 2018 11
ATTACHMENT B - FEE SCHEDULE
Task Matrix for City of Ukiah CDBG META
Administration Hourly rate $65
Generate Fiscal/Performance Reports
Compile/maintain grant Public Information files
Compile/maintain client files (separate TA/SS/FA)
Collect and track eligible, enrolled participant data
Prepare and submit cost allocation plan as needed
Create database to match participant data collection
Determine indicators for tracking
Gather baseline data on potential participants
Field calls from potential participants
Set up courses and schedules for eligible, enrolled participants
Field calls from enrolled, eligible participants
Coordinate grant activities with Program Operator and grantee
Executive Administration Hourly rate $120
Report on program outcomes
Meet with local economic developers to solicit referrals
Report on progress to Grantee and local governing body
Monitor achievement of goals
Oversee program implementation and activities
Evaluate program effectiveness
Marketing Development Hourly Rate $120
Coordinate course offerings with community colleges and other providers
Create and distribute program flyers and newsletters
Write press releases and market Microenterprise services
Create and update the program website
Business Consultants Hourly rate $160
Determine business size and eligibility as a Microenterprise
META - Income screen for TIG status to establish eligibility
Ascertain readiness of potential participants
Ascertain readiness in eligible, enrolled participants
Create service plan for eligible, enrolled participant
Assist in preparing business plan and marketing strategy
Meetings/counsel sessions with eligible, enrolled participants
Gather baseline data on eligible, enrolled particpants
CDBG MicroenterpriseProfSvcsAgreement- 2018 12
(ATTACHMENT B - FEE SCHEDULE — Continued)
Microenterprise Assistance Task Matrix (April 2018 -Oct. 2019)
Direct Program Administration
Hours
Rate
Total
Fiscal / Performance Reports (Monthly)
90
$120.00
$10,800
Compliance Tracking and Monitoring (Monthly)
401
$65.00
$26,065
Outreach Development
Planning and Content development (Monthly)
207
$120.00
$24,840
Microenterprise Technical Assistance
1 on 1 consulting during the contract period
409
$160
$65,440
Per Occurrence
Rate
Total
Ascertain Readiness
90
$225.00
$20,250
Creation of Service Plan (SOW)
125
$225.00
$28,125
Specialized Group Facilitation
10
$3,200
$32,000
Business Training / Workshops
10
$2,500
$25,000
Total
$232,520
CDBG MicroenterpriseProfSvcsAgreement- 2018 13
ATTACHMENT C
Anti -Lobbying Certification
The undersigned certifies to the best of his or her knowledge or belief that:
a. No Federal appropriated funds have been paid, or will be paid, by or on behalf of it, to any
person for influencing or attempting to influence an officer or employee of any agency, a
Member of Congress, an officer or employee of Congress, or an employee of a member of
Congress, in connection with the awarding of any Federal Contract, the making of any
Federal Grant, the making of any Federal loan, the entering into of any cooperative
agreement, and the extension of continuation, renewal, amendment or modification of any
Federal contract, grant loan, or cooperative agreement;
b. If any funds other the Federal appropriated funds have been paid or will be paid to any
person for influencing or attempting to influence an officer or employee of any agency, a
Member of Congress, an officer or employee of Congress, or an employee of a member of
Congress, in connection with this Federal contract, grant, loan, or cooperative agreement, it
will complete and submit Standard Form -LLL, "Disclosure Form to Report Lobbying" in
accordance with its instructions.
DATED: Zf3•1 v
.4
Name:
Title:
Com,
CDBG MicroenterpriseProfSvc$Agreement- 2018 1 a