HomeMy WebLinkAboutE-6 Staff Report - Global Urban Strategies Grant ServicesCONSENT ITEM
E-6
TO: HONORABLE MAYOR AND MEMBERS OF THE CITY COUNCIL
VIA: SERGIO GONZALEZ, CITY MANAGER
FROM: NICO DE ANDA-SCAIA, DEPUTY CITY MANAGER
DATE: JUNE 20, 2022
SUBJECT: APPROVAL OF PROFESSIONAL SERVICES AGREEMENT WITH GLOBAL
URBAN STRATEGIES, INC. FOR PROFESSIONAL GRANT MANAGEMENT
SERVICES
BACKGROUND:
Professional grant management firm, Global Urban Strategies, Inc. has been providing grant research and
development services for the City of Azusa on an ‘a la carte’ per-grant basis since November, 2021. The
City desires to continue to pursue competitive grants on an ongoing basis to finance certain projects and
requires assistance in grant research, preparation and management services.
The recommended actions would establish a Professional Services Agreement with Global Urban
Strategies, Inc. for professional grant research and development services for a term of one (1) initial year,
with up to two (2) additional one-year renewal options.
RECOMMENDATIONS:
Staff recommends the City Council take the following actions:
1)Approve a Professional Services Agreement with Global Urban Strategies, Inc. for grant research
and development services through June 30, 2023; and
2) Authorize the City Manager to execute the Agreement, in a form acceptable to the City Attorney,
on behalf of the City.
ANALYSIS:
The City of Azusa currently receives professional grant management services on an ‘a la carte’ per-grant
basis. By entering into a Professional Services Agreement with Global Urban Strategies, Inc., the City
APPROVED
CITY COUNCIL
6/20/2022
Grant Management Services
June 20, 2022
Page 2
would benefit from reliable and ongoing grant research and development services on a monthly-retainer
basis. Under such an arrangement and through the services of the contractor, the City would not be limited
to the number of grants that are submitted.
Per the Agreement, services would begin July 1, 2022 through June 30, 2023 at a flat monthly rate of
$6,000. Up to two additional one-year term extensions may be authorized subject to City Council Approval.
The Agreement may be terminated at any point by either party with a 60-day advance notice. In addition to
grant research and development services, Global Urban Strategies would meet regularly with City
Departments to assess key funding goals and priorities, and would provide monitoring services for all
applicable federal, state and regional grant funding opportunities.
Global Urban Strategies, Inc. is a seasoned grant-writing firm with over 60 years of combined experience
in this sector, having successfully obtained over 500 million dollars of local, state, federal, and private funds
for its clients. The firm specializes in both applying and administering grants in the areas of transportation,
infrastructure, housing, water conservation, public works, economic development, parks, and public safety.
Global Urban Strategies, Inc. is a California C-Corporation, a Certified Disabled Veteran Business
Enterprise, and Small Business Enterprise (#2013829). For additional information on the firm’s services
and proposal, please refer to Attachment #2.
Staff would utilize the firm’s services for grants that align with City Council priorities, initiatives, and
objectives. Awarded grants will be brought to the City Council for approval before formal acceptance.
The City Attorney’s Office has reviewed the proposed Agreement with Global Urban Strategies, Inc.
FISCAL IMPACT:
The fiscal impact for this professional services agreement is $72,000 for the initial one-year term. Upon
Council approval, staff will add $72,000 to the Fiscal Year 2022/23 budget account 10-10-110-000-6399.
Prepared b y: Reviewed and Approved:
Nico De Anda-Scaia Sergio Gonzalez
Deputy City Manager City Manager
Attachments:
1) Professional Services Agreement – Global Urban Strategies, Inc.
2) Grant Management Services Proposal – Global Urban Strategies, Inc.
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CITY OF AZUSA
PROFESSIONAL SERVICES AGREEMENT FOR GRANT RESEARCH AND
DEVELOPMENT SERVICES
1.PARTIES AND DATE.
This Professional Services Agreement (“Agreement”) is made and entered into this ____
day of ________________, 20___ by and between the City of Azusa, a municipal corporation
organized under the laws of the State of California with its principal place of business at 213 East
Foothill Boulevard, Azusa, California 91702 (“City”) and Global Urban Strategies, Inc., a C
Corporation with its principal place of business at 2200 S. Fremont Avenue, Suite 208, Alhambra,
California 91803 (“Consultant”). City and Consultant are sometimes individually referred to
herein as “Party” and collectively as “Parties.”
2.RECITALS.
2.1 Consultant.
Consultant desires to perform and assume responsibility for the provision of certain
professional services required by the City on the terms and conditions set forth in this Agreement.
Consultant represents that it is experienced in providing Grant Research and Development
Services to public clients, is licensed in the State of California, and is familiar with the plans of
City.
2.2 Professional Services.
City desires to engage Consultant to render such services for Grant Research and
Development (“Services”) as set forth in this Agreement.
3.TERMS.
3.1 Scope of Services and Term.
3.1.1 General Scope of Services. Consultant promises and agrees to furnish to
the City all labor, materials, tools, equipment, services, and incidental and customary work
necessary to fully and adequately supply professional Grant Research and Development consulting
services (“Services”). The Services are more particularly described in Exhibit “A” attached hereto
and incorporated herein by reference. All Services shall be subject to, and performed in accordance
with, this Agreement and all applicable local, state and federal laws, rules and regulations. Tasks
other than those specifically described in Exhibit A (Scope of Services) shall not be performed
without prior written approval of the City. In the event of conflict or inconsistency between the
terms of the main body of this Agreement and Exhibit A, the terms of the main body of this
Agreement shall prevail.
3.1.2 Term. The initial term of this Agreement shall be from July 1, 2022 to June
30, 2023 (the “Initial Term”). The Parties may, by mutual written consent, extend the Intial Term
Attachment 1
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for up to two (2) additional and separate one-year periods at the City’s sole and absolute discretion
(each, an “Extended Term”). The “Term” of this Agreement shall be the Initial Term and any
Extended Term, unless earlier terminated as provided herein.
3.2 Responsibilities of Consultant.
3.2.1 Subcontracts Prohibited; Independent Contractor. The Services shall be
performed by Consultant and its employees alone. Consultant may not retain subscontractors to
perform the Services under this Agreement. Consultant will determine the means, methods and
details of performing the Services subject to the requirements of this Agreement. City retains
Consultant on an independent contractor basis and not as an employee. Consultant retains the right
to perform similar or different services for others during the term of this Agreement. Consultant
shall pay all wages, salaries, and other amounts due to its employees in connection with their
performance of Services under this Agreement and as required by law. Consultant shall be
responsible for all reports and obligations respecting its employees, including, but not limited to:
social security taxes, income tax withholding, unemployment insurance, disability insurance, and
workers’ compensation insurance.
3.2.2 Conformance to Applicable Requirements. All work prepared by
Consultant shall be subject to the approval of City.
3.2.3 Substitution of Key Personnel. Consultant has represented to City that
certain key personnel will perform and coordinate the Services under this Agreement. Should one
or more of such personnel become unavailable, Consultant may substitute other personnel of at
least equal competence upon written approval of City. In the event that City and Consultant cannot
agree as to the substitution of key personnel, City shall be entitled to terminate this Agreement for
cause. As discussed below, any personnel who fail or refuse to perform the Services in a manner
acceptable to the City, or who are determined by the City to be uncooperative, incompetent, a
threat to the adequate or timely completion of Services or a threat to the safety of persons or
property, shall be promptly removed by the Consultant from any project performed under this
Agreement at the request of the City. The key personnel for performance of this Agreement are
as follows:
3.2.4 City’s Representative. The City hereby designates the City Manager, or his
or her designee, to act as its representative for the performance of this Agreement (“City’s
Representative”). City’s Representative shall have the power to act on behalf of the City for all
purposes under this Contract. Consultant shall not accept direction or orders from any person other
than the City’s Representative.
3.2.5 Consultant’s Representative. Consultant hereby designates Omar E.
Hernandez, or his/her designee, to act as its representative for the performance of this Agreement
(“Consultant’s Representative”). Consultant’s Representative shall have full authority to represent
and act on behalf of the Consultant for all purposes under this Agreement. The Consultant’s
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Representative shall supervise and direct the Services, using his/her best skill and attention, and
shall be responsible for all means, methods, techniques, sequences and procedures and for the
satisfactory coordination of all portions of the Services under this Agreement.
3.2.6 Coordination of Services. Consultant agrees to work closely with City staff
in the performance of Services and shall be available to City’s staff, consultants and other staff at
all reasonable times.
3.2.7 Standard of Care; Performance of Employees. Consultant shall perform all
Services under this Agreement in a skillful and competent manner, consistent with the standards
generally recognized as being employed by professionals in the same discipline in the State of
California. Consultant represents and maintains that it is skilled in the professional calling
necessary to perform the Services. Consultant warrants that all employees shall have sufficient
skill and experience to perform the Services assigned to them. Finally, Consultant represents that
it and its employees have all licenses, permits, qualifications and approvals of whatever nature that
are legally required to perform the Services, including a City Business License, and that such
licenses and approvals shall be maintained throughout the term of this Agreement. As provided
for in the indemnification provisions of this Agreement, Consultant shall perform, at its own cost
and expense and without reimbursement from the City, any services necessary to correct errors or
omissions which are caused by the Consultant’s failure to comply with the standard of care
provided for herein. Any employee of the Consultant or its sub-consultants who is determined by
the City to be uncooperative, incompetent, a threat to the adequate or timely completion of the
Services, a threat to the safety of persons or property, or any employee who fails or refuses to
perform the Services in a manner acceptable to the City, shall be promptly removed by the
Consultant from any project performed under this Agreement and shall not be re-employed to
perform any of the Services.
3.2.8 Laws and Regulations; Employee/Labor Certifications. Consultant shall
keep itself fully informed of and in compliance with all local, state and federal laws, rules and
regulations in any manner affecting the performance of the Services, including all Cal/OSHA
requirements, and shall give all notices required by law. Consultant shall be liable for all violations
of such laws and regulations in connection with the Services. If the Consultant performs any work
under this Agreement knowing it to be contrary to such laws, rules and regulations, Consultant
shall be solely responsible for all claims and liabilities arising therefrom. Consultant shall defend,
indemnify and hold City, its officials, directors, officers, employees and agents free and harmless,
pursuant to the indemnification provisions of this Agreement, from any claim or liability arising
out of any failure or alleged failure to comply with such laws, rules or regulations.
3.2.8.1 Employment Eligibility; Consultant. By executing this
Agreement, Consultant verifies that it fully complies with all requirements and restrictions of state
and federal law respecting the employment of undocumented aliens, including, but not limited to,
the Immigration Reform and Control Act of 1986, as may be amended from time to time. Such
requirements and restrictions include, but are not limited to, examination and retention of
documentation confirming the identity and immigration status of each employee of the Consultant.
Consultant also verifies that it has not committed a violation of any such law within the five (5)
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years immediately preceding the date of execution of this Agreement, and shall not violate any
such law at any time during the term of the Agreement. Consultant shall avoid any violation of
any such law during the term of this Agreement by participating in an electronic verification of
work authorization program operated by the United States Department of Homeland Security, by
participating in an equivalent federal work authorization program operated by the United States
Department of Homeland Security to verify information of newly hired employees, or by some
other legally acceptable method. Consultant shall maintain records of each such verification, and
shall make them available to the City or its representatives for inspection and copy at any time
during normal business hours. The City shall not be responsible for any costs or expenses related
to Consultant’s compliance with the requirements provided for in Section 3.2.8 or any of its sub-
sections.
3.2.8.2 Employment Eligibility; Failure to Comply. Each person
executing this Agreement on behalf of Consultant verifies that they are a duly authorized officer
of Consultant, and understands that any of the following shall be grounds for the City to terminate
the Agreement for cause: (1) failure of Consultant to meet any of the requirements provided for in
Sections 3.2.8.1 ; (2) any misrepresentation or material omission concerning compliance with such
requirements; or (3) failure to immediately remove from a project done under this Agreement any
person found not to be in compliance with such requirements.
3.2.8.3 Labor Certification. By its signature hereunder, Consultant
certifies that it is aware of the provisions of Section 3700 of the California Labor Code which
require every employer to be insured against liability for Workers’ Compensation or to undertake
self-insurance in accordance with the provisions of that Code, and agrees to comply with such
provisions before commencing the performance of the Services.
3.2.8.4 Equal Opportunity Employment. Consultant represents that
it is an equal opportunity employer and it shall not discriminate against any 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. Consultant shall also comply with all relevant provisions of City’s Minority
Business Enterprise program, Affirmative Action Plan or other related programs or guidelines
currently in effect or hereinafter enacted.
3.2.9 Insurance.
3.2.9.1 Time for Compliance. Consultant shall not commence
Services under this Agreement until it has provided evidence satisfactory to the City that it has
secured all insurance required under this section.
3.2.9.2 Minimum Requirements. Consultant shall, at its expense,
procure and maintain for the duration of the Agreement insurance against claims for injuries to
persons or damages to property which may arise from or in connection with the performance of
the Agreement by the Consultant, its agents, representatives, or employees. Such insurance shall
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meet at least the following minimum levels of coverage:
(A) Minimum Scope of Insurance. Coverage shall be at least as
broad as the latest version of the following: (1) General Liability: Insurance Services Office
Commercial General Liability coverage (occurrence form CG 0001); (2) Automobile Liability:
Insurance Services Office Business Auto Coverage form number CA 0001, code 1 (any auto), only
if Consultant owns and lends its vehicles to its personnel for business purposes; and (3) Workers’
Compensation and Employer’s Liability: Workers’ Compensation insurance as required by the
State of California and Employer’s Liability Insurance. The policy shall not contain any exclusion
contrary to the Agreement, including but not limited to endorsements or provisions limiting
coverage for (1) contractual liability (including but not limited to ISO CG 24 26 or 21 29); or (2)
cross liability for claims or suits by one insured against another.
(B) Minimum Limits of Insurance. Consultant shall maintain
limits no less than: (1) General Liability: $1,000,000 per occurrence for bodily injury, personal
injury and property damage. If Commercial General Liability Insurance or other form with general
aggregate limit is used including, but not limited to, form CG 2503, either the general aggregate
limit shall apply separately to this Agreement/location or the general aggregate limit shall be twice
the required occurrence limit; (2) Automobile Liability: $1,000,000 per accident for bodily injury
and property damage; (3) Workers’ Compensation and Employer’s Liability: Workers’
Compensation limits as required by the Labor Code of the State of California. Employer’s
Liability limits of $1,000,000 per accident for bodily injury or disease. Defense costs shall be paid
in addition to the limits.
(C) Notices; Cancellation or Reduction of Coverage. At least
fifteen (15) days prior to the expiration of any required policy, evidence showing that such
insurance coverage has been renewed or extended shall be filed with the City. If such coverage is
cancelled or materially reduced, Consultant shall, within ten (10) days after receipt of written
notice of such cancellation or reduction of coverage, file with the City evidence of insurance
showing that the required insurance has been reinstated or has been provided through another
insurance company or companies. In the event any policy of insurance required under this
Agreement does not comply with these specifications or is canceled and not replaced, the City has
the right but not the duty to obtain the insurance it deems necessary and any premium paid by the
City will be promptly reimbursed by Consultant or the City may withhold amounts sufficient to
pay the premium from Consultant payments. In the alternative, the City may suspend or terminate
this Agreement.
3.2.9.3 Insurance Endorsements. The insurance policies shall
contain the following provisions, or Consultant shall provide endorsements on forms supplied or
approved by the City to add the following provisions to the insurance policies:
(A) General Liability. The general liability policy shall include
or be endorsed (amended) to state that: (1) using ISO CG forms 20 10 and 20 37, or endorsements
providing the exact same coverage, the City of Azusa, its directors, officials, officers, employees,
agents and volunteers shall be covered as additional insured with respect to the Services or ongoing
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and complete operations performed by or on behalf of the Consultant, including materials, parts or
equipment furnished in connection with such work; and (2) using ISO form 20 01, or endorsements
providing the exact same coverage, the insurance coverage shall be primary insurance as respects
the City, its directors, officials, officers, employees, agents and volunteers, or if excess, shall stand
in an unbroken chain of coverage excess of the Consultant’s scheduled underlying coverage. Any
excess insurance shall contain a provision that such coverage shall also apply on a primary and
noncontributory basis for the benefit of the City, before the City’s own primary insurance or self-
insurance shall be called upon to protect it as a named insured. Any insurance or self-insurance
maintained by the City, its directors, officials, officers, employees, agents and volunteers shall be
excess of the Consultant’s insurance and shall not be called upon to contribute with it in any way.
Notwithstanding the minimum limits set forth in Section 3.2.11.2(B), any available insurance
proceeds in excess of the specified minimum limits of coverage shall be available to the parties
required to be named as additional insureds pursuant to this Section 3.2.11.3(A).
(B) Automobile Liability. The automobile liability policy, if
coverage is required by Section 3.2.9.2(A), shall include or be endorsed (amended) to state that:
(1) the City, its directors, officials, officers, employees, agents and volunteers shall be covered as
additional insureds with respect to the ownership, operation, maintenance, use, loading or
unloading of any auto owned, leased, hired or borrowed by the Consultant or for which the
Consultant is responsible; and (2) the insurance coverage shall be primary insurance as respects
the City, its directors, officials, officers, employees, agents and volunteers, or if excess, shall stand
in an unbroken chain of coverage excess of the Consultant’s scheduled underlying coverage. Any
insurance or self-insurance maintained by the City, its directors, officials, officers, employees,
agents and volunteers shall be excess of the Consultant’s insurance and shall not be called upon to
contribute with it in any way. Notwithstanding the minimum limits set forth in Section 3.2.9.2(B),
any available insurance proceeds in excess of the specified minimum limits of coverage shall be
available to the parties required to be named as additional insureds pursuant to this Section
3.2.9.3(B).
(C) Workers’ Compensation and Employers’ Liability
Coverage. The insurer shall agree to waive all rights of subrogation against the City, its directors,
officials, officers, employees, agents and volunteers for losses paid under the terms of the
insurance policy which arise from work performed by the Consultant.
(D) All Coverages. Each insurance policy required by this
Agreement shall be endorsed to state that: (A) coverage shall not be suspended, voided, reduced
or canceled except after thirty (30) days (10 days for nonpayment of premium) prior written notice
by certified mail, return receipt requested, has been given to the City; and (B) any failure to comply
with reporting or other provisions of the policies, including breaches of warranties, shall not affect
coverage provided to the City, its directors, officials, officers, employees, agents and volunteers.
Any failure to comply with reporting or other provisions of the policies including breaches of
warranties shall not affect coverage provided to the City, its officials, officers, employees, agents
and volunteers, or any other additional insureds.
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3.2.9.4 Separation of Insureds; No Special Limitations; Waiver of
Subrogation. All insurance required by this Section shall contain standard separation of insureds
provisions. In addition, such insurance shall not contain any special limitations on the scope of
protection afforded to the City, its directors, officials, officers, employees, agents and volunteers.
All policies shall waive any right of subrogation of the insurer against the City, its officials,
officers, employees, agents, and volunteers, or any other additional insureds, or shall specifically
allow Consultant or others providing insurance evidence in compliance with these specifications
to waive their right of recovery prior to a loss. Consultant hereby waives its own right of recovery
against City, its officials, officers, employees, agents, and volunteers, or any other additional
insureds, and shall require similar written express waivers and insurance clauses from each of its
subconsultants.
3.2.9.5 Deductibles and Self-Insurance Retentions. Any deductibles
or self-insured retentions must be declared to and approved by the City. Consultant shall guarantee
that, at the option of the City, either: (1) the insurer shall reduce or eliminate such deductibles or
self-insured retentions as respects the City, its directors, officials, officers, employees, agents and
volunteers; or (2) the Consultant shall procure a bond guaranteeing payment of losses and related
investigation costs, claims and administrative and defense expenses.
3.2.9.6 Acceptability of Insurers. Insurance is to be placed with
insurers with a current A.M. Best’s rating no less than A:VIII, licensed to do business in California,
and satisfactory to the City.
3.2.9.7 Verification of Coverage. Consultant shall furnish City with
original certificates of insurance and endorsements effecting coverage required by this Agreement
on forms satisfactory to the City. The certificates and endorsements for each insurance policy
shall be signed by a person authorized by that insurer to bind coverage on its behalf, and shall be
on forms provided by the City if requested. All certificates and endorsements must be received
and approved by the City before work commences. The City reserves the right to require complete,
certified copies of all required insurance policies, at any time.
3.2.9.8 Reporting of Claims. Consultant shall report to the City, in
addition to Consultant’s insurer, any and all insurance claims submitted by Consultant in
connection with the Services under this Agreement.
3.2.10 Intentionally Omitted.
3.2.11 Intentionally Omitted.
3.2.12 Safety. In carrying out its Services, the Consultant shall at all times be in
compliance with all applicable local, state and federal laws, rules and regulations, and shall
exercise all necessary precautions for the safety of employees appropriate to the nature of the work
and the conditions under which the work is to be performed.
3.2.13 Accounting Records. Consultant shall maintain complete and accurate
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records with respect to all costs and expenses incurred under this Agreement. Consultant shall
allow a representative of City during normal business hours to examine, audit, and make transcripts
or copies of such records and any other documents created pursuant to this Agreement. Consultant
shall allow inspection of all work, data, documents, proceedings, and activities related to the
Agreement for a period of three (3) years from the date of final payment under this Agreement.All
such records shall be clearly identifiable.
3.3 Fees and Payments.
3.3.1 Compensation. The City agrees to pay Consultant a fixed amount of $6,000
(Six thousand dollars) per month for the Services. Consultant’s total maximum compensation for
the Initial Term or, if applicable, each Extended Term of the Agreement shall not exceed $72,000
(Seventy-two thousand dollars) without written approval of the City Manager.
3.3.2 Payment of Compensation. Consultant shall submit invoices monthly and
include a detailed description of the Services performed. Invoices shall be submitted on or about
the first business day of each month, or as soon thereafter as practical, for services provided in the
previous month. The City shall review and pay the approved charges on such invoices in a timely
manner. If the City disputes any of Consultant’s fees it shall give written notice to Consultant
within thirty (30) days of receipt of an invoice of any disputed fees set forth on the invoice. Any
final payment under this Agreement shall be made within 45 days of receipt of an invoice therefore.
3.3.3 Reimbursement for Expenses. Consultant shall not be reimbursed for any
expenses unless authorized in writing by City. The City may, but is not required to, reimburse
Consultant for additional expenses such as printing materials if approved in writing by the City
Manager.
3.4 Suspension or Termination of Agreement.
3.4.1 Grounds for Supension or Termination. City may, by written notice to
Consultant, suspend or terminate the whole or any part of this Agreement at any time and without
cause by giving written notice to Consultant of such action, and specifying the effective date
thereof, at least sixty (60) days before the effective date of such suspension or termination. In the
event this Agreement is terminated, Consultant shall be compensated only for those services which
have been adequately rendered to City, and Consultant shall be entitled to no further compensation.
Consultant may not terminate this Agreement except for cause.
3.4.2 Effect of Suspension or Termination. If this Agreement is suspended or
terminated as provided herein, City may require Consultant to provide all finished or unfinished
Documents & Data and other information of any kind prepared by Consultant in connection with
the performance of Services under this Agreement. Consultant shall be required to provide such
documents and other information within fifteen (15) days of the request.
3.4.3 Additional Services. In the event this Agreement is terminated in whole or
in part as provided herein, City may procure, upon such terms and in such manner as it may
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determine appropriate, services similar to those terminated.
3.5 Ownership of Materials and Confidentiality.
3.5.1 Documents & Data; Licensing of Intellectual Property. This Agreement
creates a non-exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense
any and all copyrights, designs, and other intellectual property embodied in documents or works
of authorship fixed in any tangible medium of expression, including but not limited to, data
magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be
prepared by Consultant under this Agreement (“Documents & Data”). All Documents & Data
shall be and remain the property of City, and shall not be used in whole or in substantial part by
Consultant on other projects without the City's express written permission. Within thirty (30) days
following the completion, suspension, abandonment or termination of this Agreement, Consultant
shall provide to City reproducible copies of all Documents & Data, in a form and amount required
by City. City reserves the right to select the method of document reproduction and to establish
where the reproduction will be accomplished. The reproduction expense shall be borne by City at
the actual cost of duplication.
3.5.2 Intentionally Omitted.
3.5.3 Right to Use. City shall not be limited in any way in its use or reuse of the
Documents & Data or any part of them at any time for purposes of this Agreement or another
project, provided that any such use not within the purposes intended by this Agreement or on a
project other than projects under this Agreement without employing the services of Consultant
shall be at City’s sole risk. If City uses or reuses the Documents & Data on any project other than
projects under this Agreement, it shall indemnify and hold harmless Consultant and its officers,
directors, agents and employees from claims arising out of the negligent use or re-use of the
Documents & Data on such other project. Consultant shall be responsible and liable for its
Documents & Data, pursuant to the terms of this Agreement, only with respect to the condition of
the Documents & Data at the time they are provided to the City upon completion, suspension,
abandonment or termination. Consultant shall not be responsible or liable for any revisions to the
Documents & Data made by any party other than Consultant, a party for whom the Consultant is
legally responsible or liable, or anyone approved by the Consultant.
3.5.4 Confidentiality. All Documents & Data either created by or provided to
Consultant in connection with the performance of this Agreement shall be held confidential by
Consultant. All Documents & Data shall not, without the prior written consent of City, be used or
reproduced by Consultant for any purposes other than the performance of the Services. Consultant
shall not disclose, cause or facilitate the disclosure of the Documents & Data to any person or
entity not connected with the performance of the Services or the Project. 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 of the Project, or any publicity pertaining to the Services or the Project in
any magazine, trade paper, newspaper, television or radio production or other similar medium
without the prior written consent of City.
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3.6 General Provisions.
3.6.1 Delivery of Notices. All notices permitted or required under this Agreement
shall be given to the respective parties at the following address, or at such other address as the
respective parties may provide in writing for this purpose:
Consultant:
Global Urban Strategies, Inc.
2200 S. Fremont Avenue, Suite 208
Alhambra, CA 91803
Attn: Omar E. Hernandez, President
City:
City of Azusa
213 E. Foothill Blvd.
Azusa, CA 91702
Attn: Sergio Gonzalez, City Manager
Such notice shall be deemed made when personally delivered or when mailed,
forty-eight (48) hours after deposit in the U.S. Mail, first class postage prepaid and addressed to
the party at its applicable address. Actual notice shall be deemed adequate notice on the date actual
notice occurred, regardless of the method of service.
3.6.2 Indemnification.
3.6.2.1 Scope of Indemnity. To the fullest extent permitted by law,
CONSULTANT shall indemnify and hold harmless CITY and any and all of its officials,
employees and agents (“Indemnified Parties”) from and against any and all losses, liabilities,
damages, costs and expenses, including legal counsel’s fees and costs, caused in whole or in part
by the negligent or wrongful act, error or omission of CONSULTANT, its officers, agents,
employees or subconsultants (or any agency or individual that CONSULTANT shall bear the legal
liability thereof) in the performance of services under this AGREEMENT. CONSULTANT’s duty
to indemnify and hold harmless CITY shall not extend to the CITY ’s sole or active negligence.
3.6.2.2 Duty to Defend. In the event the CITY , its officers, employees,
agents and/or volunteers are made a party to any action, lawsuit, or other adversarial proceeding
arising from the performance of the services encompassed by this AGREEMENT, and upon
demand by CITY , CONSULTANT shall defend the CITY at CONSULTANT’s cost or at CITY
’s option, to reimburse CITY for its costs of defense, including reasonable attorney’s fees and costs
incurred in the defense of such matters to the extent the matters arise from, relate to or are caused
by CONSULTANT’s negligent acts, errors or omissions. Payment by CITY is not a condition
precedent to enforcement of this indemnity. In the event of any dispute between CONSULTANT
and CITY , as to whether liability arises from the sole or active negligence of the CITY or its
officers, employees, or agents, CONSULTANT will be obligated to pay for CITY defense until
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such time as a final judgment has been entered adjudicating the CITY as solely or actively
negligent. CONSULTANT will not be entitled in the absence of such a determination to any
reimbursement of defense costs including but not limited to attorney’s fees, expert fees and costs
of litigation.
3.6.3 Governing Law; Government Code Claim Compliance. This Agreement
shall be governed by the laws of the State of California. Venue shall be in Los Angeles County.
In addition to any and all contract requirements pertaining to notices of and requests for
compensation or payment for extra work, disputed work, claims and/or changed conditions,
Consultant must comply with the claim procedures set forth in Government Code sections 900 et
seq. prior to filing any lawsuit against the City. Such Government Code claims and any subsequent
lawsuit based upon the Government Code claims shall be limited to those matters that remain
unresolved after all procedures pertaining to extra work, disputed work, claims, and/or changed
conditions have been followed by Consultant. If no such Government Code claim is submitted, or
if any prerequisite contractual requirements are not otherwise satisfied as specified herein,
Consultant shall be barred from bringing and maintaining a valid lawsuit against the City.
3.6.4 Time of Essence. Time is of the essence for each and every provision of
this Agreement.
3.6.5 City’s Right to Employ Other Consultants. City reserves right to employ
other consultants in connection with this Project.
3.6.6 Successors and Assigns. This Agreement shall be binding on the successors
and assigns of the parties.
3.6.7 Assignment or Transfer. Consultant shall not assign, hypothecate, or
transfer, either directly or by operation of law, this Agreement or any interest herein without the
prior written consent of the City. Any attempt to do so shall be null and void, and any assignees,
hypothecates or transferees shall acquire no right or interest by reason of such attempted
assignment, hypothecation or transfer.
3.6.8 Construction; References; Captions. Since the Parties or their agents have
participated fully in the preparation of this Agreement, the language of this Agreement shall be
construed simply, according to its fair meaning, and not strictly for or against any Party. Any term
referencing time, days or period for performance shall be deemed calendar days and not work days.
All references to Consultant include all personnel, employees, agents, and subcontractors of
Consultant, except as otherwise specified in this Agreement. All references to City include its
elected officials, officers, employees, agents, and volunteers except as otherwise specified in this
Agreement. The captions of the various articles and paragraphs are for convenience and ease of
reference only, and do not define, limit, augment, or describe the scope, content, or intent of this
Agreement.
3.6.9 Amendment; Modification. No supplement, modification, or amendment
of this Agreement shall be binding unless executed in writing and signed by both Parties.
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3.6.10 Waiver. No waiver of any default shall constitute a waiver of any other
default or breach, whether of the same or other covenant or condition. No waiver, benefit,
privilege, or service voluntarily given or performed by a Party shall give the other Party any
contractual rights by custom, estoppel, or otherwise.
3.6.11 No Third Party Beneficiaries. Except to the extent expressly provided for
in Section 3.6.7, there are no intended third party beneficiaries of any right or obligation assumed
by the Parties.
3.6.12 Invalidity; Severability. If any portion of this Agreement is declared
invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining
provisions shall continue in full force and effect.
3.6.13 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. Consultant further
agrees to file, or shall cause its employees or subconsultants to file, a Statement of Economic
Interest with the City’s Filing Officer as required under state law in the performance of the
Services. 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.
3.6.14 Cooperation; Further Acts. The Parties shall fully cooperate with one
another, and shall take any additional acts or sign any additional documents as may be necessary,
appropriate or convenient to attain the purposes of this Agreement.
3.6.15 Attorney’s Fees. If either party commences an action against the other
party, either legal, administrative or otherwise, arising out of or in connection with this Agreement,
the prevailing party in such litigation shall be entitled to have and recover from the losing party
reasonable attorney’s fees and all other costs of such action.
3.6.16 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 bind each respective Party.
3.6.17 Counterparts. This Agreement may be signed in counterparts, each of
which shall constitute an original.
3.6.18 Entire Agreement. This Agreement contains the entire Agreement of the
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parties with respect to the subject matter hereof, and supersedes all prior negotiations,
understandings or agreements. This Agreement may only be modified by a writing signed by both
parties.
3.6.19 Survival. Sections 3.5 and 3.6.2 shall survive termination of this
Agreement.
[SIGNATURES ON NEXT PAGE]
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8513273_1
“CITY” “CONSULTANT”
CITY OF AZUSA GLOBAL URBAN STRATEGIES, INC.
By: By:
Robert Gonzales, Mayor Omar E. Hernandez, President
Attest:
Jeffrey Cornejo, City Clerk
Approved as to Form:
Best Best & Krieger LLP
City Attorney
Attachments: Exhibit A Scope of Services
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8513273_1
EXHIBIT “A”
SCOPE OF SERVICES
Grant Writing Services
Task 0: Initial Consultation and Needs Assessment
Upon signing of the contract, Global Urban Strategies (Global) will coordinate with the
City of Azusa’s staff to organize a kick-off meeting. Global will work with City team to
develop a needs assessment to identify the City of Azusa’s highest priority areas. This
assessment is prepared to thoroughly understand the City of Azusa’s needs and concentrate
Global’s research and tracking of local, state, federal, philanthropic, and corporate grant
opportunities. Global’s team will analyze the City of Azusa’s mission, vision, objectives,
and prior grant-writing efforts to decipher between award success versus rejections to
construct the needs assessment and identify priority funding opportunities.
Task 1: Communicating Grant Opportunities to the City of Azusa
Once the initial meetings take place, Global will develop a grants matrix to track ongoing
funding opportunities released through federal, state, county departments, philanthropic,
and corporate agencies. Our team will review, evaluate the goals of Azusa, strategic
objectives, and areas of focus. Our project management team will also include critical
milestones and due dates. Global will immediately communicate with Azusa by preparing
a full summary of emerging funding opportunities arising from the ongoing research and
monitoring efforts.
• The City may also identify grant or funding sources that it would like to pursue
through the contract.
Task 2: Research and Monitor Grant Funding Opportunities
Upon commencement of the contract, Global will initiate a kick-off meeting with key
personnel to identify needs and wants in its grant’s programs. Our project manager will
work with Staff to establish standards, reporting methods, and necessary procedures to
ensure proper communication. During these key touchpoints, our team will provide
potential grants, their values, and our assessment of success.
Task 3: Prepare Pre-Application and All Grant Applications/Proposal Materials
Global will prepare all grant-related documents on behalf of the City of Azusa. Our Project
Managers ensure all key and critical budget compliance and research materials are
integrated in Azusa’s story in each grant application. Global will also design, layout,
package and submit our grant applications on behalf of the City.
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• Global has identified a target of at least 20 grants to be submitted for the year,
however there is no limit to the number of grants that may be identified and
submitted by Global on behalf of the City per this Agreement. The final number
may be impacted by grant availability and interest of the City to pursue. If the City
does not wish to pursue opportunities or does not approve the submission of grants
on their behalf, Global cannot be held as non-compliant to the terms of this
proposal.
Task 4: Application Status and Respond to Funder Request for Additional Information
Global will monitor the status of all submitted applications/proposals and continuously
update the City when the funder communicates, requests additional information, or
requests a formal interview to discuss the submitted proposal. Global will support the City
with the scheduling of meetings, preparing presentations, and forwarding the required
information. When the grants are awarded, and if Global is not tasked with Grant
Administration, Global will start the process to transition the award documentation to the
responsible Department to administer.
Task 5: Prepare Quarterly Reports Documenting Identified Opportunities, Azusa Priorities,
and Applications
Global will prepare a quarterly report documenting a list of new funding opportunities,
Azusa priorities, the status and number of the submitted applications/proposals, and the
dollar amount of grants awarded with the calculated return on investment.
1
2200 S. Fremont Avenue, Suite 208
Alhambra, CA 91803
www.global-urban.com
Authorized Representative:
Omar E. Hernandez, President
(626) 545-2234
Submitted by
Global Urban Strategies, Inc.
Global Urban Strategies, Inc
@globalurbanStrategies
@globalurban.strategies
CITY OF AZUSA
GRANTWRITING SERVICES
Sergio Gonzalez
City Manager
213 E Foothill Boulevard,
Azusa, CA 91702
Attachment 2
02
Sergio Gonzalez
City Manager
213 E Foothill Boulevard,
Azusa CA 91702
Dear Mr. Gonzalez,
Global Urban Strategies, Inc. (Global) is pleased to submit our proposal for Grant Writing Services. Our firm
has the expertise to assist with researching upcoming grants, assessing the viability of winning, tracking,
writing, and administrating competitive grants aligned to the goals and objectives of the City of Azusa.
Global Urban Strategies, Inc. is a California C-Corporation, a Certified Disabled Veteran Business Enterprise
(#2013829), and Small Business Enterprise (#2013829). We are proud of the positive impact we have had
on communities by securing of hundreds of millions of dollars via our grant writing efforts. Our proposal
focuses on a results-driven methodology combined with the expertise to understand your needs.
We appreciate the opportunity to submit a proposal to work with your team to address the needs of
the City of Azusa. Should you have any questions or require additional information, please contact me,
Omar E. Hernandez, at (626) 545-2234 or at Omar@global-urban.com.
Sincerely,
Omar E. Hernandez
President
Global Urban Strategies, Inc.
2200 S. Fremont Avenue, Suite 208
Alhambra, CA 91803
omar@global-urban.com
Phone: (626) 545-2234 | Fax # (626) 389-5636
www.global-urban.com
03
a.TABLE OF
CONTENTS
1. Qualifications
2. Proposed Staffing
3. Work Plan/Technical Approach/ Methodology
4. Cost Proposal
p. 04
p. 12
p. 15
p. 09
04
1.QUALIFICATIONS
05
Global Urban Strategies, Inc. was established
when two individuals, with over 60 years of
combined experience, from the communities of
South-Central Los Angeles and the San Gabriel
Valley formed a company to better represent
California’s diverse communities. Our success is
determined not by the number of applications
submitted but by the number of funding
allocations secured. The firm and partners have
successfully obtained over 500 million dollars
of local, state, federal, and private funds for
our clients by retelling their story in a more
compelling fashion.
Our approach consists of telling the story behind
the needs of your community, how you differ
from your neighbors, and why your projects
deserve funding. We have found that most
communities have similar needs and similar
desires centered on improving the quality of
life for their constituents. However, their unique
differences and how they tell their story make
the difference between receiving funding or
not in a highly competitive environment. Mr.
Carl Buehner, a U.S. politician, famously stated
that “People will forget what you said, but they
will never forget how you made them feel.” Our
goal is to write about the people and how the
funding request will positively impact their lives.
Our clients can better convey their message
with Global on their team because we are a full-
service firm that simplifies our clients’ messages
and creates a storyline that places people
behind their data. Our stakeholder engagement
and education are constituent-driven, tailored
for our audience, and visually stimulating. Our
role at Global is to transform your strategies
and needs into workable concepts and stories
to strengthen the grant-writing process. Global
will serve as the bridge between the City of
Azusa, the grant applicant, and the Funding
Agency. Global is a seasoned grant-writing firm
and has experience applying and administering
grants in transportation, infrastructure, housing,
water conservation, public works, economic
development, parks, and public safety.
Combat-disabled marine veteran Omar Hernandez
leads Global. Due to his sacrifice, Global is
certified as a Disabled Veteran Business
Enterprise and Small Business Enterprise with
the State of California. The company’s diversity
is represented by being a minority-and-women-
owned business with the multi-lingual and
cultural staff to guide our clients. Global is
committed to working hand in hand with the
City of Azusa to meet all goals and objectives.
The City of Azusa, or its representatives can
pick up the phone and call any of the Principles,
and we will personally handle your inquiries or
requests in a timely fashion.
We look forward to telling your story and helping
you to receive the funding you deserve.
STATEMENT OF QUALIFICATIONS
06
REFERENCES
BOB LINDSEY
City Manager
City of La Puente
15900 E. Main Street
La Puente, CA 91744
(626) 855-1500
blindsey@lapuente.org
MICHAEL O’KELLY
City Manager
City of Bell Gardens
7100 Garfield Ave.
Bell Gardens, CA 90201
(562) 806-7702
MOKelly@bellgardens.org
ALMA MARTINEZ
City Manager
City of El Monte
11333 Valley Blvd.
El Monte, CA 91731
(818) 400-4995
AMartinez@elmonteca.gov
07
Name of the City: City of Bell Gardens
Project Dates: November 2019 to Present
Type of Service Provided: Grant Writing, Community
Engagement, Graphic Design, Grant Administration.
Project Description:
Obtained over 16 million dollars in funding on
behalf of the the City in a year and a half. Developed
community outreach forums and design charrettes.
Created renderings and graphic design elements
to assist with the publicity of projects and events.
Manage the CalHome Program on behalf of the City.
FY20
SCHOOL VIOLENCE
PREVENTION PROGRAM
(SVPP)APRIL 29, 2020
Bell Gardens Police Department
7100 Garfield Avenue
Bell Gardens, CA 90201
562-806-7600
CalHomeApplication
February 18th, 2020 at 5:00 p.m.
California Department of Housing and
Community Development Division of Financial
Assistance, NOFA Section
Date due:
Mailing Address:
CalHome Program
2020 W. El Camino Ave, Suite 500
Sacramento, CA 95833 Submitted by:
City of Bell Gardens
(562) 806-7700
7100 Gareld Ave
Bell Gardens, CA 90201
08
Name of the City: City of La Puente
Project Dates: June 2021 to Present
Type of Service Provided: Graphic Design, Grant Writing, Community Engagement.
Project Description:
Obtaining State and Federal funding for parks and transportation projects. Engaged and facilitated community
engagements for various projects as part of their General Plan update and grant writing efforts. Designed
various outreach materials and Press Releases as part of Public engagement and communications campaign.
Name of the City: City of Rosemead
Project Dates: June 2017 to Present
Type of Service Provided: Graphic Design, Grant Writing, Community Engagement, Transportation Liaison.
Project Description:
Designed graphic designs and communications, assisted the City in obtaining State and Federal funding
for parks and transportation projects. Established and facilitated the community engagements for various
projects.
09
2.PROPOSED
STAFFING
09
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Mr. Hernandez is a bilingual
professional with over twenty-
three years of experience
leading companies specializing in governmental
advocacy, project management, stakeholder
engagement, and grant writing. With his excellent
interpersonal, analytical, and organizational
skills, he has personally procured hundreds of
millions of dollars in federal and state grants. Mr.
Hernandez has had the opportunity not only to
write various grants for federal and state funding,
but he has traveled to Washington, D.C., and
Sacramento to meet with various agencies to
advocate and secure the funding allocation for our
clients.
Omar E. Hernandez
President / Grant Writer
With over 15 years of corporate,
non-profit, and government
experience, Mr. Ly has managed
projects focused on funding and advocacy for
transportation, infrastructure, and public works.
He has extensive experience in coordinating
media campaigns, coalition building and
engagement, and grassroots development.
Bilingual in Chinese (spoken Cantonese and
Mandarin), he leads our team’s efforts to interact
and communicate with California’s fastest-
growing non-English speaking demographic.
Steven Ly
Partner
Kelly Peterson
Grant Writer and Editor
Ms. Iniguez is essential to the
day-to-day interaction of the
Community members, including
Community-Based Organizations, Faith-Based
organizations, and the local business community.
Her ability to connect with the constituency and
empathize with their issue allows us to have
active community members become part of the
communication and public relations strategies.
Through her public engagement, we have averted
potentially negative public perceptions of projects
and convert them into an informed and engaged
public participants.
Cinthia Iniguez
Grant Writer and Editor
Ms. Landa is a talented and
highly creative Art Director
with extensive experience
leading teams focused on delivering effective
collateral designs and communications
support. Her collaborative character and
interpersonal skills make her a dynamic team
player with well-developed written and verbal
communication skills. She leads a team of
passionate and innovative content creators for
marketing and community outreach campaigns.
Jackeline Landa
Art Director
Ms. Leonard has 10 years
experience in non-profit
management, grant writing,
and program development experience. She
has managed projects focused on agriculture,
conservation, public works, and social justice.
With equity at the forefront, she has worked to
develop connections between local government,
organizations, and historically underserved
communities. Ms. Leonard utilizes her strengths
in grassroots organizing and interpersonal skills
to develop and fund innovative projects that
empower communities to work together for the
greater good.
Christa Leonard
Grant Writer and Editor
KEY PERSONEL
Mrs. Peterson is an outstanding
content writer and editor with
commendable attention to
detail. Mrs. Peterson can transform abstract and
complex subjects and simplify the text for ease of
understanding and engagement. Her storytelling
approach to editing provides Global an additional
team member to decipher complicated subject
matters and convey them laymen’s terms. She
is essential to the task of creating content that
effectively conveys the needs of the community.
12
3.WORK PLAN,
TECHNICAL
APPROACH AND
METHODOLOGY
13
WORK PLAN
Upon the signing of the contract, Global Urban
Strategies will coordinate with the City of Azusa’s
staff to organize a kick-off meeting. Global will work
with your team to develop a needs assessment to
identify the City of Azusa’s highest priority areas. This
assessment is prepared to thoroughly understand the
City of Azusa’s needs and concentrate our research
and tracking of local, state, federal, philanthropic,
and corporate grant opportunities. Our team will
analyze the City of Azusa’s mission, vision, objectives,
and prior grant-writing efforts to decipher between
award success versus rejections to construct the
needs assessment and identify priority funding
opportunities.
Task 1:Task 2:Task 3:
Communicating Grant
Opportunities to the City
Research and Monitor
Grant Funding
Opportunities
Prepare Pre-Application
and All Grant
Applications/Proposal
Materials Once the initial meetings occur
and the research is complete,
Global will develop a grants
matrix to track ongoing funding
opportunities released by the
various funding agencies. Our
team will review, evaluate
the goals of the City of Azusa
strategic objectives, and areas
of focus in all departments. Our
project management team will
also include critical milestones
and due dates. Global will
immediately communicate with
the City of Azusa by preparing a
complete summary of emerging
funding opportunities from
the ongoing research and
monitoring efforts.
Upon commencement of the
contract, Global will initiate
a kick-off meeting with key
personnel at the City of Azusa
to identify needs and wants in
each Department. Our project
manager will work with the
City of Azusa to establish
standards, reporting methods,
and necessary procedures to
ensure proper communication.
During these critical touchpoints,
our team will provide potential
grants, values, and success
assessments.
Global will prepare all grant-
related documents on behalf
of the City of Azusa and
ensure all budget compliance
information and research
materials are integrated into
the City of Azusa’s story. Global
will include the design, layout,
packaging and submit the grant
applications on behalf of the
City of Azusa.
14
WORK PLAN
Task 4:Task 5:
Application Status and Respond
to Funder Request for Additional
Information
Prepare Quarterly Reports Documenting
Identified Opportunities
Global will monitor the status of all
submitted applications/proposals and
continuously update the City of Azusa
when the funder communicates, requests
additional information, or requests a
formal interview to discuss the submitted
application. Global will support the
City of Azusa by scheduling meetings,
preparing presentations, or forwarding
the required information. When the
grants are awarded, and if Global is not
be tasked with Grant Administration,
Global will begin transitioning the award
documentation to the appropriate
Department for administration.
The City of Azusa will receive a Quarterly Report that
includes funding that has been applied for based on
the City of Azusa’s priorities. The Quarterly Report will
also document a list of new funding opportunities,
the status and number of the submitted applications/
proposals, and the dollar amount of grant awarded
with the calculated return on investment.
15
4.COST
PROPOSAL
09
16
The proposed contract is for 2 years with two (2) One-year extensions
at the City’s discretion.
The all-inclusive price proposal would be for $6,000 per month for
all grants submitted on behalf of the City. These grants include
Federal, State, County, Foundation and Private funding sources.
Proposals submitted will be based on the City’s interest in that
funding source, timing and potential city matches.
COST PROPOSAL
Global Urban Strategies, Inc
@globalurbanStrategies
@globalurban.strategies