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HomeMy WebLinkAboutMINUTES - 10162012 - C.18RECOMMENDATION(S): ADOPT Resolution No. 2012/441 approving and authorizing the Chief Engineer, Flood Control and Water Conservation District (FC District), or designee, located at 255 Glacier Drive, Martinez, CA 94553, to execute the Grant Agreement with the California Department of Water Resources (DWR), accept funds, designate a representative as outlined in Paragraph 25 of the Grant Agreement, and sign requests for disbursement under the Grant Agreement with DWR for the construction of Upper Sand Creek Basin, Antioch area. FISCAL IMPACT: Grant Agreement provides funds up to $2,000,000 for Drainage Area 130 (Fund 256200). BACKGROUND: On March 7, 2011, the Board of Supervisors approved the FC District’s application to DWR for Proposition 1E Round 1 Stormwater Flood Management Grant Funds for Upper Sand Creek Basin. We are estimating total costs at $14,137,800 for which we are requesting $2,000,000 in grant funding. Subsequently, DWR announced that the FC District would be awarded $2,000,000, and has prepared a draft grant agreement (Grant Agreement #4600009637) between the FC District and DWR APPROVE OTHER RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE Action of Board On: 10/16/2012 APPROVED AS RECOMMENDED OTHER Clerks Notes: VOTE OF SUPERVISORS AYE:John Gioia, District I Supervisor Candace Andersen, District II Supervisor Mary N. Piepho, District III Supervisor Karen Mitchoff, District IV Supervisor ABSENT:Federal D. Glover, District V Supervisor Contact: Carl Roner (925) 313-2213 I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors on the date shown. ATTESTED: October 16, 2012 David Twa, County Administrator and Clerk of the Board of Supervisors By: Carrie Del Bonta, Deputy cc: R. M. Avalon, Deputy Chief Engineer, M. Carlson, Flood Control, P. Detjens, Flood Control, C. Roner, Flood Control, A. Clark, PW Finance, C. Windham, Flood Control C. 18 To:Contra Costa County Flood Control District Board of Supervisors From:Julia R. Bueren, Public Works Date:October 16, 2012 Contra Costa County Subject:Authorize FC District to execute grant agreement, accept funds, designate representative & sign requests for disbursement from State. Proj 7562-6D8518 BACKGROUND: (CONT'D) funding up to $2,000,000 of the construction cost of Upper Sand Creek Basin. In accordance with the terms of this grant agreement, a copy of a Board adopted resolution for executing the agreement, accepting funds, and designating a representative to execute and sign requests for disbursement of State funds is a requirement for disbursement. CONSEQUENCE OF NEGATIVE ACTION: Without Board approval and authorization for executing the agreement, accepting funds, and designating a representative, the FC District will be unable to obtain reimbursement from DWR for the awarded $2,000,000. CHILDREN'S IMPACT STATEMENT: Not applicable. ATTACHMENTS Resolution No. 2012/441 DWR Draft Agreement GRANT AGREEMENT BETWEEN THE STATE OF CALIFORNIA (DEPARTMENT OF WATER RESOURCES) AND CONTRA COSTA COUNTY FLOOD CONTROL AND WATER CONSERVATION DISTRICT GRANT AGREEMENT 4600009637 PROPOSITION 1E ROUND 1 STORMWATER FLOOD MANAGEMENT GRANTS CALIFORNIA WATER CODE §83002 and PUBLIC RESOURCES CODE §5096.827 ET SEQ THIS GRANT AGREEMENT is entered into by and between the Department of Water Resources of the State of California, herein referred to as the "State" and the Contra Costa County Flood Control and Water Conservation District, a local agency in the County of Contra Costa, State of California, duly organized, existing, and acting pursuant to the laws thereof, herein referred to as the "Grantee", which parties do hereby agree as follows: 1. PURPOSE. State shall provide a grant from the Disaster Preparedness and Flood Prevention Bond Act of 2006 (Public Resources Code (PRC) §5096.827 et seq.) to Grantee to assist in financing the project associated with the Upper Sand Creek Basin for the Stormwater Flood Management (SWFM) Program, collectively referred to as “SWFM Program.” 2. TERM OF GRANT AGREEMENT. The term of this Grant Agreement begins on the date this Grant Agreement is executed by the State, and terminates on December 31, 2015, or when all of the Parties’ obligations under this Grant Agreement are fully satisfied, whichever occurs earlier. Execution date is the date the State signs this Grant Agreement indicated on page 8. 3. GRANT AMOUNT. The maximum amount payable by State under this Grant Agreement shall not exceed $2,000,000. Reimbursement of grant funds may be claimed after December 21, 2011. 4. GRANTEE COST SHARE. The reasonable costs for this Grant Agreement are estimated to be $14,137,800. Grantee shall provide a Cost Share (Funding Match) in the amount of at least 50% of the total project cost. Grantee’s Funding Match is estimated to be $12,137,800. Grantee’s Funding Match may include cost share performed after September 30, 2008. Funding Match consists of non-State funds including in-kind services. In-kind services are defined as work performed (i.e., dollar value of non-cash contributions) by the Grantee (and potentially other parties involved) directly related to the execution of the scope of work (examples: volunteer services, equipment use, and facilities). For Funding Match guidance, see Exhibit G. 5. GRANTEE'S RESPONSIBILITY. Grantee shall faithfully and expeditiously perform or cause to be performed all project work as described in Exhibit A (Work Plan) and in accordance with Exhibit B (Schedule) and Exhibit C (Budget). Grantee shall comply with all of the terms and conditions of this Grant Agreement and applicable PRC and CWC requirements. 6. BASIC CONDITIONS. State shall have no obligation to disburse money for a project under this Grant Agreement unless and until Grantee has satisfied the following conditions in accordance with the Disaster Preparedness and Flood Prevention Bond Act of 2006. a) Grantee demonstrates the availability of sufficient funds to complete the project, as stated in the Grant Award/Commitment Letter, by submitting the most recent 3 years of audited financial statements. b) For the term of this Grant Agreement, Grantee submits timely Quarterly Progress Reports as required by Paragraph 16, “Submission of Reports.” c) Grantee submits all deliverables as specified in Paragraph 16 of this Grant Agreement and in Exhibit A. d) For each project, prior to the commencement of construction or implementation activities, Grantee shall submit the following to the State: 1) Final plans and specifications certified by a California Registered Civil Engineer as to compliance for each approved project as listed in Exhibit A of this Grant Agreement. 2) Work that is subject to the California Environmental Quality Act (CEQA) and or environmental permitting shall not proceed under this Grant Agreement until the following actions are performed: i. Grantee submits all applicable environmental permits as indicated on the Environmental Information Form to the State, ii. Documents that satisfy the CEQA process are received by the State, iii. State has completed its CEQA compliance review as a Responsible Agency, and iv. Grantee receives written concurrence from the State of Lead Agency’s CEQA document(s) and State notice of verification of environmental permit submittal. Grant Agreement No. 4600009637 Page 2 of 29 State’s concurrence of Lead Agency’s CEQA documents is fully discretionary and shall constitute a condition precedent to any work (i.e., construction or implementation activities) for which it is required. Once CEQA documentation has been completed, State will consider the environmental documents and decide whether to continue to fund the project or to require changes, alterations or other mitigation. Grantee must also demonstrate that it has complied with all applicable requirements of the National Environmental Policy Act by submitting copies of any environmental documents, including environmental impact statements, Finding of No Significant Impact, mitigation monitoring programs, and environmental permits as may be required prior to beginning construction/implementation. 3) A monitoring plan as required by Paragraph 21, “Project Monitoring Plan Requirements.” 7. DISBURSEMENT OF GRANT FUNDS. Following the review of each invoice, State will disburse to Grantee the amount approved, subject to the availability of funds through normal State processes. Notwithstanding any other provision of this Grant Agreement, no disbursement shall be required at any time or in any manner which is in violation of, or in conflict with, federal or state laws, rules, or regulations, or which may require any rebates to the federal government, or any loss of tax-free status on state bonds, pursuant to any federal statute or regulation. Funds will be disbursed by State in response to each approved invoice in accordance with the Exhibit C. Any and all money disbursed to Grantee under this Grant Agreement and any and all interest earned by Grantee on such money shall be used solely to pay Eligible Costs. 8. ELIGIBLE PROJECT COST. Grantee shall apply State funds received only to eligible Project Costs in accordance with applicable provisions of the law and Exhibit C. Eligible project costs include the reasonable costs of studies, engineering, design, land and easement acquisition, legal fees, preparation of environmental documentation, environmental mitigations, monitoring, and project construction. Work performed after the date of grant award, December 21, 2011, shall be eligible for reimbursement. Reasonable administrative expenses may be included as Project Costs and will depend on the complexity of the project preparation, planning, coordination, construction, acquisitions, implementation, and maintenance. Reimbursable administrative expenses are the necessary costs incidentally but directly related to the project including the portion of overhead and administrative expenses that are directly related to the project included in this Grant Agreement in accordance with the standard accounting practices of the Grantee. Advanced funds will not be provided. Costs that are not reimbursable with grant funds cannot be counted as cost share. Costs that are not eligible for reimbursement include but are not limited to: a) Costs, other than those noted above, incurred prior to the award date of the Grant. b) Operation and maintenance costs, including post construction performance and monitoring costs. c) Purchase of equipment not an integral part of a project. d) Establishing a reserve fund. e) Purchase of water supply. f) Monitoring and assessment costs for efforts required after project construction is complete. g) Replacement of existing funding sources for ongoing programs. h) Travel and per diem costs. i) Support of existing agency requirements and mandates (e.g. punitive regulatory agency requirements). j) Purchase of land in excess of the minimum required acreage necessary to operate as an integral part of a project, as set forth and detailed by engineering and feasibility studies, or land purchased prior to the effective date of the grant award with the State. k) Payment of principal or interest of existing indebtedness or any interest payments unless the debt is incurred after execution of this Grant Agreement, the State agrees in writing to the eligibility of the costs for reimbursement before the debt is incurred, and the purposes for which the debt is incurred are otherwise eligible costs. However, this will only be allowed as Grantee Cost Share (i.e. Funding Match) l) Overhead not directly related to project costs. 9. METHOD OF PAYMENT. After the disbursement requirements in Paragraph 6 “Basic Conditions” are met, State will disburse the whole or portions of the Grant Amount to Grantee, following receipt from Grantee of an invoice for costs incurred, and timely Quarterly Progress Reports as required by Paragraph 16, “Submission of Reports.” Grant Agreement No. 4600009637 Page 3 of 29 Invoices submitted by Grantee shall include the following information: a) Costs incurred for work performed in implementing the project during the period identified in the particular invoice. b) Costs incurred for any interests in real property (land or easements) that have been necessarily acquired for a project during the period identified in the particular invoice for the implementation of a project. c) Appropriate receipts and reports for all costs incurred. d) Invoices shall be submitted on forms provided by State and shall meet the following format requirements: 1) Invoices must contain the date of the invoice, the time period covered by the invoice, and the total amount due. 2) Invoices must be itemized based on the categories (i.e., tasks) specified in the Exhibit C. The amount claimed for salaries/wages/consultant fees must include a calculation formula (i.e., hours or days worked times the hourly or daily rate = the total amount claimed). 3) Sufficient evidence (i.e., receipts, copies of checks, time sheets) must be provided for all costs included in the invoice. 4) Each invoice shall clearly delineate those costs claimed for reimbursement from the State’s grant amount, as depicted in Paragraph 3, “Grant Amount” and those costs that represent Grantee’s costs, as applicable, in Paragraph 4, “Grantee Cost Share.” 5) Original signature and date (in ink) of Grantee’s Project Manager. Payment will be made no more frequent than monthly, in arrears, upon receipt of an invoice bearing the Grant Agreement number. Submit the original and copy of the invoice form to the following address: Department of Water Resources Kristin Honeycutt 3500 Industrial Blvd. West Sacramento, Ca 95691 10. WITHHOLDING OF GRANT DISBURSEMENT BY STATE. If State determines that a project is not being implemented in accordance with the provisions of this Grant Agreement, or that Grantee has failed in any other respect to comply with the provisions of this Grant Agreement, and if Grantee does not remedy any such failure to State’s satisfaction, State may withhold from Grantee all or any portion of the Grant Amount and take any other action that it deems necessary to protect its interests. State may require the Grantee to immediately repay all or any portion of the disbursed grant amount with interest, consistent with its determination. State may consider Grantee’s refusal to repay the requested disbursed grant amount a contract breach subject to the default provisions in Paragraph 12, “Default Provisions.” 11. CONTINUING ELIGIBILITY. Grantee must meet the following ongoing requirements to remain eligible to receive State grant funds: a) Timely adoption of an IRWM Plan that meets the requirements contained in Part 2.2 of Division 6 of the CWC, commencing with Section 10530. 12. DEFAULT PROVISIONS. Grantee will be in default under this Grant Agreement if any of the following occur: a) Breach of this Grant Agreement, or any supplement or amendment to it, or any other agreement between Grantee and State evidencing or securing Grantee’s obligations. b) Making any false warranty, representation, or statement with respect to this Grant Agreement. c) Failure to operate or maintain project in accordance with this Grant Agreement. d) Failure to make any remittance required by this Grant Agreement. e) Failure to comply with Labor Compliance Plan (LCP) requirements. f) Failure to meet any of the requirements set forth in Paragraph 11, “Continuing Eligibility.” Should an event of default occur, State may do any or all of the following: g) Declare the Grant be immediately repaid, with interest, which shall be equal to State of California general obligation bond interest rate in effect at the time of the default. Grant Agreement No. 4600009637 Page 4 of 29 h) Terminate any obligation to make future payments to Grantee. i) Terminate the Grant Agreement. j) Take any other action that it deems necessary to protect its interests. 13. PERMITS, LICENSES, APPROVALS, AND LEGAL OBLIGATIONS. Grantee shall be responsible for ensuring any and all permits, licenses, and approvals required for performing their obligations under this Grant Agreement are obtained, and shall comply with CEQA (PRC Section 21000 et seq.) and other applicable federal, State and local laws, rules, and regulations, guidelines, and requirements for each project described in Exhibit A of this Grant Agreement. 14. RELATIONSHIP OF PARTIES. Grantee is solely responsible for design, construction, and operation and maintenance of project within this Grant Agreement. Review or approval of plans, specifications, bid documents, or other construction documents by State is solely for the purpose of proper administration of grant funds by State and shall not be deemed to relieve or restrict responsibilities of Grantee under this Grant Agreement. 15. GRANTEE REPRESENTATIONS. Grantee accepts and agrees to comply with all terms, provisions, conditions, and commitments of this Grant Agreement, including all incorporated documents, and to fulfill all written assurances, declarations, representations, and statements made by Grantee in the application, documents, amendments, and communications filed in support of its request for The Disaster Preparedness and Flood Prevention Bond Act of 2006 financing. 16. SUBMISSION OF REPORTS. The submittal and approval of all reports is a requirement for the successful completion of this Grant Agreement. Reports shall meet generally accepted professional standards for technical reporting and shall be proof read for content, numerical accuracy, spelling, and grammar prior to submittal to State. All reports shall be submitted to the State’s Project Manager, and shall be submitted in both electronic and hard copy forms. If requested, Grantee shall promptly provide any additional information deemed necessary by State for the approval of reports. Reports shall be presented in the formats described in the applicable portion of Exhibit E. The timely submittal of reports is a requirement for initial and continued disbursement of State funds. Submittal and subsequent approval by the State, of a Project Completion Report is a requirement for the release of any funds retained for such project.  Quarterly Progress Reports: Grantee shall submit Quarterly Progress Reports to meet the State’s requirement for disbursement of funds. Quarterly Progress Reports shall be sent via e-mail, to the State’s Project Manager. Quarterly Progress Reports shall, in part, provide a brief description of the work performed, Grantees activities, milestones achieved, any accomplishments and any problems encountered in the performance of the work under this Grant Agreement during the reporting period. The first Quarterly Progress Report should be submitted to the State no later than three months after the State signs the Agreement with future reports then due on successive three-month increments based on the invoicing schedule and this date.  Project Completion Reports: Grantee shall prepare and submit to State a separate Project Completion Report for each project included in Exhibit A. Grantee shall submit a Project Completion Report within ninety (90) calendar days of project completion. Each Project Completion Report shall include, in part, a description of actual work done, any changes or amendments to each project, and a final schedule showing actual progress versus planned progress, copies of any final documents or reports generated or utilized during a project, and how the project will further the goals of the IRWM Plan and identify any changes to the IRWM Plan, as a result of project implementation. The Project Completion Report shall also include, if applicable, certification of final project by a registered civil engineer, consistent with Standard Condition D-15, ”Final Inspections and Certification of Registered Civil Engineer.” A DWR “Certification of Project Completion” form will be provided by the State.  Post-Performance Reports: Grantee shall submit Post-Performance Reports. Post-Performance Reports shall be submitted to State within ninety (90) calendar days after the first operational year of a project has elapsed. This record keeping and reporting process shall be repeated annually for a total of 10 years after the completed project begins operation. 17. PROJECT PERFORMANCE AND ASSURANCES. Grantee agrees to faithfully and expeditiously perform or cause to be performed all project work as described in the final plans and specifications for each project Grant Agreement No. 4600009637 Page 5 of 29 under this Grant Agreement and implement the project in accordance with applicable provisions of the law. In the event State finds it necessary to enforce this provision of this Grant Agreement in the manner provided by law, Grantee agrees to pay all costs incurred by State including, but not limited to, reasonable attorneys' fees, legal expenses, and costs. 18. LABOR COMPLIANCE. Grantee agrees to comply with all applicable California Labor Code requirements, including prevailing wage provisions. 19. OPERATION AND MAINTENANCE OF PROJECT. For the useful life of construction and implementation project and in consideration of the Grant made by State, Grantee agrees to ensure or cause to be performed the commencement and continued operation of the project, and shall ensure or cause the project to be operated in an efficient and economical manner; shall ensure all repairs, renewals, and replacements necessary to the efficient operation of the same are provided; and shall ensure or cause the same to be maintained in as good and efficient condition as upon its construction, ordinary and reasonable wear and depreciation excepted. The State shall not be liable for any cost of such maintenance, management, or operation. Grantee may be excused from operations and maintenance only upon the written approval of the State. For purposes of this Grant Agreement, “useful life” means period during which an asset, property, or activity is expected to be usable for the purpose it was acquired or implemented; “operation costs” include direct costs incurred for material and labor needed for operations, utilities, insurance, and similar expenses, and “maintenance costs” include ordinary repairs and replacements of a recurring nature necessary for capital assets and basic structures and the expenditure of funds necessary to replace or reconstruct capital assets or basic structures. Refusal of Grantee to ensure operation and maintenance of the project in accordance with this provision may, at the option of State, be considered a breach of this Grant Agreement and may be treated as default under Paragraph 12, “Default Provisions.” 20. STATEWIDE MONITORING REQUIREMENTS. Grantee shall ensure that all project that include groundwater monitoring requirements are consistent with the Groundwater Quality Monitoring Act of 2001 (Part 2.76 (commencing with Section 10780) of Division 6 of CWC) and, where applicable, that project that affect water quality shall include a monitoring component that allows the integration of data into statewide monitoring efforts, including where applicable, the Surface Water Ambient Monitoring Program carried out by the State Water Resources Control Board. 21. PROJECT MONITORING PLAN REQUIREMENTS. Exhibit A of this Grant Agreement shall contain activities to develop and submit to State a Project Monitoring Plan. Along with the Attachment 6 Project Performance Measures Table requirements outlined on page 19 of the Proposition 1E Round 1 SWFM Proposal Solicitation Package, the Project Monitoring Plan should also include: a) Baseline conditions. b) Brief discussion of monitoring systems to be utilized. c) Methodology of monitoring. d) Frequency of monitoring. e) Location of monitoring points. A Project Monitoring Plan shall be submitted to the State prior to disbursement of grant funds for construction or monitoring activities. See Exhibit F (“Requirements for Data Submittal”) for web links and information regarding other State monitoring and data reporting requirements. 22. NOTIFICATION OF STATE. For each project, Grantee shall promptly notify State, in writing, of the following items: a) Grantee agrees that no substantial change in the scope of a project will be undertaken until written notice of the proposed change has been provided to State and State has given written approval for such change. Substantial changes generally include changes to the wording/scope of work, schedule or term, and budget. See Exhibit G for guidance on Agreement Amendment requirements. b) Any public or media event publicizing the accomplishments and/or results of this Grant Agreement and provide the opportunity for attendance and participation by State’s representatives. Grantee shall make such notification at least fourteen (14) calendar days prior to the event. Grant Agreement No. 4600009637 Page 6 of 29 c) Completion of work shall include final inspection of project by a Registered Civil Engineer, as determined and required by State, and in accordance with Standard Condition D -15 (Final Inspections and Certification of Registered Civil Engineer). Furthermore, the Grantee shall provide the State the opportunity to participate in the inspection. Grantee shall make such notification at least fourteen (14) calendar days prior to the final inspection. 23. NOTICES. Any notice, demand, request, consent, or approval that either party desires or is required to give to the other party under this Grant Agreement shall be in writing. Notices may be transmitted by any of the following means: (i) by delivery in person; (ii) by certified U.S. mail, return receipt requested, postage prepaid; (iii) by “overnight” delivery service; provided that next-business-day delivery is requested by the sender; or (iv) by electronic means. Notices delivered in person will be deemed effective immediately on receipt (or refusal of delivery or receipt). Notices sent by certified mail will be deemed effective given ten (10) calendar days after the date deposited with the U. S. Postal Service. Notices sent by overnight delivery service will be deemed effective one business day after the date deposited with the delivery service. Notices sent electronically will be effective on the date of transmission. Notices shall be sent to the below addresses. Either party may, by written notice to the other, de signate a different address that shall be substituted for the one below. 24. PERFORMANCE EVALUATION. Upon completion of this Grant Agreement, Grantee’s performance will be evaluated by the State and a copy of the evaluation will be placed in the State file a nd a copy sent to the Grantee. 25. PROJECT REPRESENTATIVES. The Project Representatives during the term of this Grant Agreement are as follows: Department of Water Resources Contra Costa County Flood Control and Water Conservation District Paula Landis Julia R. Bueren Chief, Division of IRWM Chief Engineer P.O. Box 942836 Sacramento CA 94236-0001 255 Glacier Drive Martinez, Ca 94553-4825 Phone: (916) 651-9220 Phone: (925) 313-2202 e-mail: plandis@water.ca.gov e-mail: jbuer@pw.cccounty.us Direct all inquiries to the Project Manager: Department of Water Resources Contra Costa County Flood Control and Water Conservation District Kristin Honeycutt Carl Roner Division of Integrated Regional Water Management 3500 Industrial Blvd. West Sacramento, Ca 95691 Contra Costa County 255 Glacier Drive Martinez, Ca 94553-4825 Phone: (916) 376-9626 Phone: (925) 313-2213 e-mail: khoneycu@water.ca.gov e-mail: crone@pw.cccounty.us Either party may change its Project Representative or Project Manager upon written notice to the other party. 26. STANDARD PROVISIONS. The following Exhibits are attached and made a part of this Grant Agreement by this reference: Exhibit A – Work Plan Exhibit B – Schedule Exhibit C – Budget Grant Agreement No. 4600009637 Page 7 of 29 Exhibit D – Standard Conditions Exhibit E – Report Formats and Requirements Exhibit F – Requirements for Data Submittal Exhibit G – Guidelines for Grantees Exhibit H – Grantee Resolution Grant Agreement No. 4600009637 Page 8 of 29 IN WITNESS WHEREOF, the parties hereto have executed this Grant Agreement. STATE OF CALIFORNIA DEPARTMENT OF WATER RESOURCES ______________________________ Paula J. Landis, P.E., Chief Division of Integrated Regional Water Management Date__________________________ CONTRA COSTA COUNTY FLOOD CONTROL AND WATER CONSERVATION DISTRICT ______________________________ Julia R. Bueren Chief Engineer Date__________________________ Approved as to Legal Form and Sufficiency ______________________________ Spencer Kenner, Assistant Chief Counsel Office of Chief Counsel Date__________________________ Grant Agreement No. 4600009637 Page 9 of 29 EXHIBIT A Work PlanTASKS Task 1 – Project Administrative Tasks Project administration tasks will include overall project administration and management, development of a Labor Compliance Program, and project reporting (including reporting on project monitoring and assessment). Current Status: No work has been completed on this task to‐date. Work Tasks & Deliverables: Project administration tasks are summarized in the following table. Task Description Deliverables 1. Administration This task involves general project administration including coordination with project partners and preparation of project invoices. In addition, this task includes development of a Labor Compliance Plan and preparation and submittal of the quarterly and final reports required by the Grant Agreement. Invoices Labor Compliance Program Quarterly and Final Reports Task 2 – Land Purchase/Easement Tasks This task included acquisition of property in fee title and easements for slopes and for a PG&E electrical distribution line that will be relocated. Current Status: All necessary acquisition of adjacent fee title property and easements have been completed as of February 2012 (Order of Possession). Utility easements for PG&E will be completed prior to construction. Work Tasks & Deliverables: Easement‐related work tasks are summarized in the following table. Task Description Deliverables 2. Land Purchase/ Easements Acquisition of property and easements for project Fee title and easements for property Task 3 – Planning/Design/Environmental Documentation Tasks This task involves completing planning and design work, and securing all necessary approvals. Current Status: Planning and Design Status. Planning is complete. Design is at 95 percent stage and bid documents will be completed at the end of November 2012. Advertisement for the project is scheduled for December 2012. Division of Safety of Dams (DSOD) has reviewed 90% plans and has provided comments. Approval of 95% design by DSOD is expected in early December 2012. Environmental Documentation Status. CEQA is complete and was approved by the Contra Costa County Board of Supervisors November 3, 2010. The Restoration Plan is currently being finalized and scheduled to be approved by the Habitat Conservation Board in mid-June of 2012. Permitting Status. Several permits have been identified for this project and each requires the Restoration Plan as part of the application. The current status and expected approval dates for each applicable permit are presented in the following table. Permit Status ACOE Section 404 Permit Permit application is being finalized. Approval is expected in late November of 2012. Regional Water Quality Control Board (RWQCB) Section 401 Water Quality Certification Permit application is being finalized. Approval is expected in late October of 2012. Grant Agreement No. 4600009637 Page 10 of 29 DFG Lake and Streambed Alteration Agreement Permit application is being finalized. Approval is expected in mid-September 2012. Work Tasks & Deliverables: Planning, design, environmental documentation, and permitting work tasks are summarized below. Task Description Deliverables 3.1 Planning This task includes verification of the conceptual basin design and operation. Complete, none 3.2 Design This task involves preparation of a preliminary design report including geotechnical investigation, testing, and analyses; 30%, 60%, 90%, 95% and 100% design stages; and complete bid documents. It also includes DSOD approval of plans. Plans and specifications (to be completed by November 30, 2012) 3.3 Environmental Documentation This task includes the CEQA Initial Study/Mitigated Negative Declaration (finalized November 3, 2010), Habitat Conservation Plan/Natural Community Conservation Plan coordination and preparation of the Restoration Plan (under finalization). CEQA Documentation (complete), Restoration Plan 3.4 Permitting This task involves securing approvals for the following permits:  US Army Corps of Engineers Section 404 Permit (application to be submitted May 15, 2012)  RWQCB Section 401 Water Quality Certification (application to be submitted May 16, 2012)  DFG Lake and Streambed Alteration Agreement (application to be submitted May 16, 2012) Approved Permits Task 4 – Construction/Implementation Tasks Construction tasks for this project are described below. Current Status: No work has been completed on this task to‐date. Work Tasks & Deliverables: Construction‐related tasks are summarized in the following table. Task Description Deliverables 4.1 Construction Contracting This task includes advertising for bids, holding a pre‐ bid meeting, awarding the construction contract, RWQCB NPDES construction permit, issuing a notice to proceed, and project restoration contracting. Bid Advertisement Pre‐bid Meeting Contract Award Notice to Proceed 4.2 Mobilization and Sitework This task includes traffic control, mobilization, clearing and grubbing, excavation safety plan, construction area signs, storm water pollution prevention plan development, and control of water. Completed sitework 4.3 Construction This task includes the following physical construction tasks:  Site clearing and grubbing (61.5 acres)  Basin excavation and removal of excess soil  (in excess of 600,000 cubic yards)  Basin inlet, spillway, and energy dissipater construction (170 feet long by 44 feet wide reinforced concrete structure)  Twin 84” inlet structure and trash capture device Completed facility Grant Agreement No. 4600009637 Page 11 of 29  Outlet works construction (reinforced concrete conduit 370 feet long by 5 feet in diameter with trash rack, manual gate, and energy dissipater)  Dam construction (approximately 1840 feet long by 0 to 50 feet high, compacted earthen fill)  Saddle dike construction (approximately 750 feet long, compacted earthen fill)  Emergency spillway construction (25-50 feet wide by 950’ long Armorflex blocks)  Low flow channel reconstruction (approximately 3600 linear feet)  Slide repair and reconstruction (two slides)  Bank armoring (rock slope protection)  Local drainage  Access roads and bridge  Desiltation facilities  Restoration area construction (8 acres)  Winterization and hydroseeding  Site and restoration area fencing Task 5 – Environmental Compliance/Mitigation/Enhancement Tasks This task includes all environmental mitigation needed to offset potential impacts of project implementation. Current Status: No work has been completed on this task to‐date. The Restoration Plan for this task will be completed in May of 2012. Work Tasks & Deliverables: Environmental mitigation work tasks are summarized in the following table. Task Description Deliverables 5. Environmental Mitigation/ Enhancement This task includes mobilization and site preparation for restoration, restoration grading and planting, demobilization and HCP fees. Restoration construction complete Task 6 – Construction Administration Tasks This task will includes all construction administration activities, including advertisement for bids, bidding, contract award, insurance confirmation and tracking, submittal review and tracking, invoice review and payment, schedule maintenance, and contract closeout. Current Status: No work has been completed on this task to‐date. Work Tasks & Deliverables: Construction administration tasks and deliverables are summarized in the following table. Task Description Deliverables 6. Construction Administration This task includes resident engineering for both construction and restoration, consultant review of construction activities, and construction materials testing. Resident Engineer hired Inspection reports Testing reports Task 7 – Other Tasks No other tasks are anticipated for this project; however, this task may be used for miscellaneous items or issues as they arise. Grant Agreement No. 4600009637 Page 12 of 29 Additional Project Information Additional detail about the project is provided below: Coordination with Partner Agencies: The District has coordinated with the City of Antioch on property acquisition efforts for adjacent parcels. The basin has been designed to allow future use by the City as a sports pa rk. The basin restoration area design has been presented to the Habitat Conservation Plan board for concurrence. Standards that Will Be Used in Implementation: USCB will be built to Contra Costa County specifications and to Division of Safety of Dams standards. Adherence to these specifications and standards will be monitored by the Resident Engineer. Performance Measures and Monitoring Plans: Project monitoring will be conducted to assess and evaluate project performance. Specifically, placed fill and facility subgrades will tested to ensure that they are compacted to level specified. Concrete used for facility hydraulic structures will be destructively tested to verify conformance with Project specifications. The dam structure incorporates settlement monuments so that its settlement can be monitored. Restoration planting will be periodically monitored to ensure the success of the plantings, and plantings that do not survive will be replanted. Additional information is provided in Attachment 6, Monitoring, Assessment, and Performance Measures. Merits of Materials and Computational Methods: The dam constructed for USCB will use primarily material excavated from basin. Soil material not used in the dam will be used for fill at other nearby sites such as the Highway 4 Bypass, Sand Creek Road Interchange and the e‐BART Antioch Station. Deliverables to DWR: As required, the grant recipient will submit quarterly and final reports to DWR. The District is currently submitting similar quarterly report to DWR for the Local Levee Evaluation program in a different watershed. Grant Agreement No. 4600009637 Page 13 of 29 EXHIBIT B SCHEDULE Grant Agreement No. 4600009637 Page 14 of 29 Comment [KLH1]: Carl can you please add “Task 7 Other Costs*” and “Task 8 Construction/Implementation Contingency*” and have the asterisk (*) denote that the Other Costs and Construction/Implementation Contingency Costs will occur as needed? No time frames are needed. Grant Agreement No. 4600009637 Page 15 of 29 EXHIBIT C BUDGET The total estimated cost of this Project is $14,137,800 million and the Project will be funded through the following mechanisms:  $12,137,800 in non-State funding (funding match) from drainage area fees  $2,000,000 in requested grant funding for construction The table below presents the estimated budget for the Project. Task No. Description Total Labor Costs 1 Project Administration $72,930 2 Land Purchase/Easement $215,300 3 Planning/Design/Environmental Documentation $458,500 4 Construction/Implementation $10,450,000 5 Environmental Mitigation/Enhancement $851,000 6 Construction Administration $1,0240,000 7 Other Costs $21,000 8 Construction/Implementation Contingency $1,045,000 TOTAL COSTS $14,137,800 Grant Agreement No. 4600009637 Page 16 of 29 EXHIBIT D STANDARD CONDITIONS D.1 ACCOUNTING AND DEPOSIT OF GRANT DISBURSEMENT: a) SEPARATE ACCOUNTING OF GRANT DISBURSEMENT AND INTEREST RECORDS: Grantee shall account for the money disbursed pursuant to this Grant Agreement separately from all other Grantee funds. Grantee shall maintain audit and accounting procedures that are in accordance with generally accepted accounting principles and practices, consistently applied. Grantee shall keep complete and accurate records of all receipts, disbursements, and interest earned on expenditures of such funds. Grantee shall require its contractors or subcontractors to maintain books, records, and other documents pertinent to their work in accordance with generally accepted accounting principles and practices. Records are subject to inspection by State at any and all reasonable times. b) FISCAL MANAGEMENT SYSTEMS AND ACCOUNTING STANDARDS: The Grantee agrees that, at a minimum, its fiscal control and accounting procedures will be sufficient to permit tracing of grant funds to a level of expenditure adequate to establish that such funds have not been used in violation of state law or this Grant Agreement. c) REMITTANCE OF UNEXPENDED FUNDS: Grantee, within a period of sixty (60) calendar days from the final disbursement from State to Grantee of grant funds, shall remit to State any unexpended funds that were disbursed to Grantee under this Grant Agreement and were not needed to pay Eligible Project Costs. D.2 ACKNOWLEDGEMENT OF CREDIT: Grantee shall include appropriate acknowledgement of credit to the State and to all cost-sharing partners for their support when promoting the project or using any data and/or information developed under this Grant Agreement. During construction of the project, Grantee shall install a sign at a prominent location, which shall include a statement that the project is financed under the Disaster Preparedness and Flood Prevention Bond Act of 2006, administered by State of California, Department of Water Resources. Grantee shall notify State that the sign has been erected by providing them with a site map with the sign location noted and a photograph of the sign. D.3 AMENDMENT: No amendment or variation of the terms of this Grant Agreement shall be valid unless made in writing, signed by the parties and approved as required. No oral understanding or agreement not incorporated in the Grant Agreement is binding on any of the parties. For guidance on the Amendment Requirements see Exhibit H. D.4 AMERICANS WITH DISABILITIES ACT: By signing this Grant Agreement, Grantee assures State that it complies with the Americans with Disabilities Act (ADA) of 1990, (42 U.S.C., 12101 et seq.), which prohibits discrimination on the basis of disability, as well as all applicable regulations and guidelines issued pursuant to the ADA. D.5 AUDITS: State reserves the right to conduct an audit at any time between the execution of this Grant Agreement and the completion of the project, with the costs of such audit borne by State. After completion of the project, State may require Grantee to conduct a final audit, at Grantee’s expense, such audit to be conducted by and a report prepared by an independent Certified Public Accountant. Failure or refusal by Grantee to comply with this provision shall be considered a breach of this Grant Agreement, and State may take any action it deems necessary to protect its interests. Pursuant to Government Code Section 8546.7, the parties shall be subject to the examination and audit of State for a period of three years after final payment under this Grant Agreement with respect of all matters connected with this Grant Agreement, including but not limited to, the cost of administering this Grant Agreement. All records of Grantee or subcontractors shall be preserved for this purpose for at least three (3) years after project completion. See Exhibit H for a listing of documents/records that State Auditors would need to review in the event of a grant being audited. D.6 BUDGET CONTINGENCY: LIMIT ON STATE FUNDS. The Disaster Preparedness and Flood Prevention Bond Act of 2006, is subject to the availability of funds including any mandates from the Department of Finance, Grant Agreement No. 4600009637 Page 17 of 29 the Pooled Money Investment Board or any other state authority. The State will not make payments of any kind, including advances or reimbursements, until funding is made available by the State Treasurer. D.7 CHILD SUPPORT COMPLIANCE ACT: For any Grant Agreement in excess of $100,000, the Grantee acknowledges in accordance with Public Contract Code 7110, that: a) The Grantee recognizes the importance of child and family support obligations and shall fully comply with all applicable state and federal laws relating to child and family support enforcement, including, but not limited to, disclosure of information and compliance with earnings assignment orders, as provided in Chapter 8 (commencing with section 5200) of Part 5 of Division 9 of the Family Code; and b) The Grantee, to the best of its knowledge is fully complying with the earnings assignment orders of all employees and is providing the names of all new employees to the New Hire Registry maintained by the California Employment Development Department. D.8 COMPETITIVE BIDDING AND PROCUREMENTS: Grantee shall comply with all applicable laws and regulations regarding securing competitive bids and undertaking competitive negotiations in Grantee’s contracts with other entities for acquisition of goods and services and construction of public works with funds provided by State under this Grant Agreement. D.9 COMPUTER SOFTWARE: The Grantee certifies that it has appropriate systems and controls in place to ensure that state funds will not be used in the performance of this Grant Agreement for the acquisition, operation, or maintenance of computer software in violation of copyright laws. D.10 CONFLICT OF INTEREST a) Current State Employees: No State officer or employee shall engage in any employment, activity, or enterprise from which the officer or employee receives compensation or has a financial interest and which is sponsored or funded by any State agency, unless the employment, activity, or enterprise is required as a condition of regular State employment. No State officer or employee shall contract on his or her own behalf as an independent contractor with any State agency to provide goods or services. b) Former State Employee: For the two-year period from the date he or she left State employment, no former State officer or employee may enter into a contract in which he or she engaged in any of the negotiations, transactions, planning, arrangements, or any part of the decision-making process relevant to the contract while employed in any capacity by any State agency. For the twelve-month period from the date he or she left State employment, no former State officer or employee may enter into a contract with any State agency if he or she was employed by that State agency in a policy-making position in the same general subject area as the proposed contract within the twelve-month period prior to his or her leaving State service. D.11 DELIVERY OF INFORMATION, REPORTS, AND DATA: The Grantee agrees to expeditiously provide, during work on the project and throughout the term of this Grant Agreement, such reports, data, information, and certifications as may be reasonably required by the State. D.12 DISPOSITION OF EQUIPMENT: Grantee shall provide to State, not less than 30 days prior to submissi on of the final project invoice, a final inventory list of equipment purchased with grant funds provided by State. Grantee shall consult with State on the scope of the inventory not less than 60 days prior to the submission of the final project invoice. The inventory shall include all items with a current estimated fair market value of more than $5,000 per item. Within 60 days of receipt of such inventory, State shall provide Grantee with a list of the items on the inventory that State will take title to. All other items shall become the property of Grantee. State shall arrange for delivery from Grantee of items that it takes title to. Cost of transportation, if any, shall be borne by State. D.13 DISPUTES: In the event of an invoice dispute, payment will not be made until the dispute is resolved and a corrected invoice submitted. Failure to use the address exactly as provided may result in return of the invoice to the Grantee. Payment shall be deemed complete upon deposit of the payment, properly addressed, postage prepaid, in the United States mail. Any claim that Grantee may have regarding the performance of this Grant Agreement including, but not limited to claims for additional compensation or extension of time, shall be submitted to the Director, Department of Water Resources, within thirty (30) Grant Agreement No. 4600009637 Page 18 of 29 calendar days of Grantee’s knowledge of the claim. State and Grantee shall then attempt to negotiate a resolution of such claim and process an amendment to the Grant Agreement to implement the terms of any such resolution. D.14 DRUG-FREE WORKPLACE CERTIFICATION Certification of Compliance: By signing this Grant Agreement, Grantee, its contractors or subcontractors hereby certify, under penalty of perjury under the laws of State of California, compliance with the requirements of the Drug-Free Workplace Act of 1990 (Government Code 8350 et seq.) and have or will provide a drug-free workplace by taking the following actions: a) Publish a statement notifying employees, contractors, and subcontractors that unlawful manufacture, distribution, dispensation, possession, or use of a controlled substance is prohibited and specifying actions to be taken against employees, contractors, or subcontractors for violations, as required by Government Code Section 8355(a). b) Establish a Drug-Free Awareness Program, as required by Government Code Section 8355(b) to inform employees, contractors, or subcontractors about all of the following: 1. The dangers of drug abuse in the workplace, 2. Grantee’s policy of maintaining a drug-free workplace, 3. Any available counseling, rehabilitation, and employee assistance programs, and 4. Penalties that may be imposed upon employees, contractors, and subcontractors for drug abuse violations. c) Provide as required by Government Code Sections 8355(c), that every employee, contractor, and/or subcontractor who works under this Grant Agreement: 1. Will receive a copy of Grantee’s drug-free policy statement, and 2. Will agree to abide by terms of Grantee’s condition of employment, contract or subcontract. D.15 FINAL INSPECTIONS AND CERTIFICATION OF REGISTERED CIVIL ENGINEER: Upon completion of a construction project and as determined by State, Grantee shall provide for a final inspection and certification by a California Registered Civil Engineer that the project has been completed in accordance with submitted final plans and specifications and any modifications thereto and in accordance with this Grant Agreement and to the State’s satisfaction. D.16 GOVERNING LAW: This Grant Agreement is governed by and shall be interpreted in accordance with the laws of the State of California. D.17 GRANTEE COMMITMENTS: Grantee accepts and agrees to comply with all terms, provisions, conditions, and commitments of this Funding Agreement, including all incorporated documents, and to fulfill all assurances, declarations, representations, and statements made by Funding Recipient in the application, documents, amendments, and communications filed in support of its request for California Safe Drinking Water, Water Quality and Supply, Flood Control, River and Coastal Protection Act of 2006 financing. D.18 INCOME RESTRICTIONS: The Grantee agrees that any refunds, rebates, credits, or other amounts (including any interest thereon, accruing to or received by the Grantee under this Grant Agreement shall be paid by the Grantee to the State, to the extent that they are properly allocable to costs for which the Grantee has been reimbursed by the State under this Grant Agreement. D.19 INDEPENDENT CAPACITY: Grantee, and the agents and employees of Grantee, if any, in the performance of the Grant Agreement, shall act in an independent capacity and not as officers, employees, or agents of the State. D.20 INSPECTIONS: State shall have the right to inspect the work being performed at any and all reasonable times, providing a minimum of a 24-hour notice, during the term of the Grant Agreement. This right shall extend to any subagreements, and Grantee shall include provisions ensuring such access in all its contracts or sub-contractors entered into pursuant to its Grant Agreement with State. Grantee acknowledges that project documents may be subject to the Public Records Act (California Government Code Section 6250 et. seq.). State shall have the right to inspect these documents at any and all reasonable times after completion of the project to ensure compliance with the terms and conditions of this Grant Agreement. Grant Agreement No. 4600009637 Page 19 of 29 During regular office hours, State shall have the right to inspect and to make copies of any books, records, or reports of the Grantee relating to this Grant Agreement. Grantee shall maintain and shall make available at all times for such inspection accurate records of its costs, disbursements, and receipts with respect to its activities under this Grant Agreement. Failure or refusal by Grantee to comply with this provision shall be considered a breach of this Grant Agreement, and State may withhold disbursements to Grantee or take any other action it deems necessary to protect its interests. D.21 NONDISCRIMINATION: During the performance of this Grant Agreement, Grantee and its contractors shall not unlawfully discriminate, harass, or allow harassment against any employee or applicant for employment because of sex, race, color, ancestry, religious creed, national origin, physical disability (including HIV and AIDS), mental disability, medical condition (cancer), age (over 40), marital status, and denial of family care leave. Grantee and contractors shall ensure that the evaluation and treatment of their employees and applicants for employment are free from such discrimination and harassment. Grantee and contractors shall comply with the provisions of the Fair Employment and Housing Act (Government Code Section 12990 (a-f) et seq.) and the applicable regulations promulgated there under (California Code of Regulations, Title 2, Section 7285 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 Grant Agreement by reference and made a part hereof as if set forth in full. Grantee and its contractors shall give written notice of their obligations under this clause to labor organizations with which they have a collective bargaining or other agreement. Grantee shall include the nondiscrimination and compliance provisions of this clause in all contracts to perform work under the Grant Agreement. D.22 NO THIRD PARTY RIGHTS: The parties to this Grant Agreement do not intend to create rights in, or grant remedies to, any third party as a beneficiary of this Grant Agreement, or of any duty, covenant, obligation or undertaking established herein. D.23 OPINIONS AND DETERMINATIONS: The parties agree that review or approval of any IRWM Program applications, documents, permits, plans and specifications or other program information by the State is for administrative purposes only and does not relieve the Grantee of its responsibility to properly plan, design, construct, operate, maintain, implement, or otherwise carry out the IRWM Program. D.24 PERMITS, LICENSES, APPROVALS, AND LEGAL OBLIGATIONS. Grantee shall be responsible for obtaining any and all permits, licenses, and approvals required for performing its obligations under this Grant Agreement. Grantee shall comply with the California Environmental Quality Act (PRC Section 21000 et seq.) and other applicable federal, State, and local laws, rules, and regulations, guidelines, and requirements prior to disbursement of funds under this Grant Agreement. Grantee shall keep informed of and take all measures necessary to ensure compliance with California Labor Code requirements. D.25 PROHIBITION AGAINST DISPOSAL OF PROJECT WITHOUT STATE PERMISSION: Grantee shall not sell, abandon, lease, transfer, exchange, mortgage, hypothecate, or encumber in any manner whatsoever all or any portion of any real or other property necessarily connected or used in conjunction with the IRWM Program without prior permission of State. Grantee and shall not take any action concerning the performance of this Grant Agreement, including but not limited to actions relating to user fees, charges, and assessments that could adversely affect the ability of Grantee to meet its obligations under this Grant Agreement, without prior written permission of State. State may require that the proceeds from the disposition of any real or personal property acquired with funds disbursed under this Grant Agreement be remitted to State. D.26 REMEDIES, COSTS, AND ATTORNEY FEES: The Grantee agrees that any remedy provided in this Grant Agreement is in addition to and not in derogation of any other legal or equitable remedy available to the State as a result of breach of this Grant Agreement by the Grantee, whether such breach occurs bef ore or after completion of the project, and exercise of any remedy provided by this Grant Agreement by the State shall not preclude the State from pursuing any legal remedy or right which would otherwise be Grant Agreement No. 4600009637 Page 20 of 29 available. In the event of litigation between the parties hereto arising from this Grant Agreement, it is agreed that the prevailing party shall be entitled to such reasonable costs and/or attorney fees as may be ordered by the court entertaining such litigation. D.27 RETENTION: Notwithstanding any other provision of this Grant Agreement, State shall, for each project, withhold five percent (5.0%) until January 1, 2016 and ten percent (10.0%), thereafter, of the funds requested by Grantee for reimbursement of Eligible Costs. Each project in this Grant Agreement will be eligible to release its respective retention when that project is completed and Grantee has met requirements of Paragraph 16, “Submissions of Reports.” D.28 RIGHTS IN DATA: To the extent permitted by law, the Grantee agrees that all data, plans, drawings, specifications, reports, computer programs, operating manuals, notes, and other written or graphic work produced in the performance of this Grant Agreement shall be in the public domain. The Grantee may disclose, disseminate and use in whole or in part, any final form data and information received, collected, and developed under this Grant Agreement, subject to appropriate acknowledgement of credit to the State for financial support. The Grantee shall not utilize the materials for any profit-making venture or sell or grant rights to a third party who intends to do so. D.29 SEVERABILITY OF UNENFORCEABLE PROVISION: If any provision of this Grant Agreement is held invalid or unenforceable by a court of final jurisdiction, all other provisions of this Grant Agreement shall be construed to remain fully valid, enforceable, and binding on the parties. D.30 STATE REVIEWS AND INDEMNIFICATION: The parties agree that review or approval of project applications, documents, permits, plans and specifications or other project information by the State is for administrative purposes only and does not relieve the Grantee of their responsibility to properly plan, design, construct, operate, maintain, implement, or otherwise carry out the project. To the extent permitted by law, the Grantee agrees to indemnify, defend and hold harmless the State and the State against any loss or liability arising out of any claim or action brought against the State from and against any and all losses, claims, damages, liabilities or expenses, of every conceivable kind, character and nature whatsoever arising out of, resulting from, or in any way connected with: a) The project or the conditions, occupancy, use, possession, conduct or management of, work done in or about, or the planning, design, acquisition, installation, or construction, of the project or any part thereof; b) Performing any of the terms contained in this Grant Agreement or any related document; c) Any violation of any applicable law, rule or regulation, any environmental law (including, without limitation, the Federal Comprehensive Environmental Response, Compensation and Liability Act, the Resource Conservation and Recovery Act, the California Hazardous Substance Account Act, the Federal Water Pollution Control Act, the Clean Air Act, the California Hazardous Waste Control Law and CWC Section 13304, and any successors to said laws), rule or regulation or the release of any toxic substance on or near the natural water system; or d) Any untrue statement or alleged untrue statement of any material fact or omission or alleged omission to state a material fact necessary to make the statements required to be stated therein, in light of the circumstances under which they were made, not misleading with respect to any information provided by the Grantee for use in any disclosure document utilized in connection with any of the transactions contemplated by this Grant Agreement. Grantee agrees to pay and discharge any judgment or award entered or made against the State with respect to any such claim or action, and any settlement, compromise or other voluntary resolution. The provisions of this section shall survive the term of the Grant Agreement. D.31 SUCCESSORS AND ASSIGNS: This Grant Agreement and all of its provisions shall apply to and bind the successors and assigns of the parties. No assignment or transfer of this Grant Agreement or any part thereof, rights hereunder, or interest herein by the Grantee shall be valid unless and until it is approved by State and made subject to such reasonable terms and conditions as State may impose. D.32 TIMELINESS: Time is of the essence in this Grant Agreement. Grant Agreement No. 4600009637 Page 21 of 29 D.33 TRAVEL: Grantee agrees that travel and per diem costs shall NOT be eligible for reimbursement with State funds, and shall NOT be eligible for computing Grantee cost match. Travel includes the costs of transportation, subsistence, and other associated costs incurred by personnel during the term of this Grant Agreement. D.34 WAIVER OF RIGHTS: None of the provisions of this Grant Agreement shall be deemed waived unless expressly waived in writing. It is the intention of the parties here to that from time to time either party may waive any of its rights under this Grant Agreement unless contrary to law. Any waiver by either party of rights arising in connection with the Grant Agreement shall not be deemed to be a waiver with respect to any other rights or matters, and such provisions shall continue in full force and effect. Grant Agreement No. 4600009637 Page 22 of 29 EXHIBIT E REPORT FORMAT AND REQUIREMENTS The following reporting formats should be utilized. Please obtain State approval prior to submitting a report in an alternative format. QUARTERLY PROGRESS REPORT Grantee shall submit Quarterly Progress Reports on a consistent basis to meet the State’s requirement for disbursement of funds. The Quarterly Progress Report should describe the work performed during the reporting period. For each project, describe the work performed including: CONTINUING ELIGIBILITY  A brief summary of the status of adoption of an IRWM Plan that complies with Part 2.2 of Division 6 of the CWC commencing with Section 10530. PROJECT INFORMATION (INCLUDE ANY OF THE BELOW THAT WERE APPLICABLE DURING THE REPORTING PERIOD)  Legal matters.  Engineering matters.  Environmental matters.  Status of permits, easements, rights-of-way, and approvals as may be required by other State, federal, and/or local agencies.  Major accomplishments during the quarter (i.e., tasks completed, milestones met, meetings held or attended, press releases, etc).  Discussion of data submittal effort(s) for the previous quarter, including a description of the data submitted and date(s) of submittal.  Issues/concerns that have, will, or could affect the schedule or budget, with a recommendation on how to correct the matter.  Description of any differences between the work performed and the work outlined in this Grant Agreement’s Work Plan. COST INFORMATION  Provide a list showing all costs incurred during the quarter by the Grantee and each contractor working on the project. The list should include for all non-construction, or implementation costs, (i.e., design, and admin charges) the hours per task worked on during the quarter for above personnel.  A discussion on how the actual budget is progressing in comparison to Exhibit C. SCHEDULE INFORMATION  A discussion on how the actual schedule is progressing in comparison to the schedule in Exhibit B.  A revised schedule, by task, if changed from the schedule in Exhibit B. Note: a revised schedule may require an official amendment to the Grant Agreement before it is accepted as final. ANTICIPATED ACTIVITIES NEXT QUARTER  Provide a description of anticipated activities for the next quarterly reporting period. PROJECT COMPLETION REPORT A Project Completion Report is required for each project identified in Exhibit A. This report will include the following Sections: Grant Agreement No. 4600009637 Page 23 of 29 EXECUTIVE SUMMARY The Executive Summary consists of a maximum of ten (10) pages summarizing project information (see report status section below for topics). The Executive Summary should include the following:  Brief description of work proposed to be done in the original Grant application.  Description of actual work completed and any deviations from Exhibit A. List any official amendments to this Grant Agreement, with a short description of the amendment.  Describe how the implemented project will meet the program preferences identified in the original Grant Application.  Describe the mechanism or process that allows for continued performance monitoring of the project in meeting the objectives of the IRWM Plan.  Identify any changes to the IRWM Plan as a result of implementation of the project. REPORTS AND/OR PRODUCTS  Provide a copy of any final technical report or study, produced for the project as described in the Work Plan, if applicable.  Provide a map and shapefile(s) showing the location of the completed project. A description of the geographic projection and datum used for the shapefile must be submitted with the shapefile (a NAD ’83 datum and either a UTM 10 or UTM 11 projection, dependent on the project’s location in the state, should be utilized).  If any wells were constructed as part of the project, provide the following information: well logs; borehole geophysical logs; state well number; site information to include horizontal (NAD ‘83) and vertical (NAVD ‘88) datum to be determined within 0.5 feet.  Provide an electronic copy of any as-built plans (media: CD-ROM; PDF format).  Provide copies of any data collected along with location maps.  If applicable, describe the findings of any study and whether the study determined the engineering, hydrologic, hydrogeologic, environmental, economic and financial feasibility of the project. COST & DISPOSITION OF FUNDS INFORMATION  A list of invoices showing:  The date each invoice was submitted to State.  The amount of the invoice.  The date the check was received.  The amount of the check (If a check has not been received for the final invoice, then state this in this section).  A spreadsheet summary of the original budget costs by task versus the final project costs.  A summary of final funds disbursement including:  Labor cost of personnel of agency/ major consultant /sub-consultants (Indicate personnel, hours, rates, type of profession and reason for consultant, i.e., design, CEQA work, etc).  Construction cost information, shown by material, equipment, labor costs, and change orders.  Any other incurred cost detail.  A statement verifying separate accounting of grant disbursements.  Summary of project cost including:  Accounting of the cost of project expenditure.  Include all internal and external costs not previously disclosed.  A discussion of factors that positively or negatively affected the project cost and any deviati on from the original project cost estimate. ADDITIONAL INFORMATION  Benefits derived from the project, with quantification of such benefits provided, if applicable. Grant Agreement No. 4600009637 Page 24 of 29  A final project schedule showing actual progress verse planned progress as shown in Exhibit B.  Certification from a California Registered Civil Engineer that the project was conducted in accordance with the approved work plan and any approved modifications thereto.  Submittal schedule for the Post Performance Report and an outline of the proposed reporting format. POST-PERFORMANCE REPORT Post Performance Reports are required annually for each project for a period of 10 years beginning after the first year of operation, and includes the following: REPORTS AND/OR PRODUCTS  Time period of the annual report.  Short project description and benefits.  An assessment of any explanations for any differences between the expected versus actual project benefits. Where applicable, the reporting should include quantitative metrics, i.e., new acre-feet of water recharged that year, acres of wildlife habitat added, etc.  Summary of any additional costs and/or benefits deriving from the project since its completion, if applicable.  Continued reporting on meeting the Output Indicators and Targets discussed in the Project Monitoring Plan discussed in Paragraph 21 of this Grant Agreement.  Any additional information relevant to or generated by the continued operation of the project. ELECTRONIC REPORT FORMATTING Grantee agrees that work funded under this Grant Agreement will be provided in an electronic format to State. Electronic submittal of final reports, plans, studies, data, and other work performed under this grant shall be as follows:  Text preferably in MS WORD or text PDF format.  Files generally less than 10 MB in size.  Files named so that the public can determine their content. For example, file naming of reports must have the title and, if subdivided into smaller sized files, the chapter number/letter and names in the report Table of Content (TOC); files of maps, figures, and tables by number/letter as referenced in the TOC; well logs files with DWR-required naming convention; and Appendix number/letter and named in the TOC.  For a project involving a modeling component, Grantee shall provide the major input data files, parameters, calibration statistics, output files, and other information requested by State’s Project Manager. Grant Agreement No. 4600009637 Page 25 of 29 EXHIBIT F REQUIREMENTS FOR DATA SUBMITTAL SURFACE AND GROUNDWATER QUALITY DATA: Groundwater quality and ambient surface water quality monitoring data that include chemical, physical, or biological data shall be submitted to the State as described below, with a narrative description of data submittal activities included in Quarterly Progress and Post Performance Reports. Surface water quality monitoring data shall be prepared for submission to the California Environmental Data Exchange Network (CEDEN). The CEDEN data templates are available on the CEDEN website. Inclusion of additional data elements described on the data templates is desirable. Data ready for submission should be uploaded to your CEDEN Regional Data Center via the CEDEN website. CEDEN website: http://www.ceden.org. If Exhibit A includes a project that contains a groundwater ambient monitoring element, groundwater quality monitoring data shall be submitted to the State for inclusion in the State Water Resources Control Board’s Groundwater Ambient Monitoring and Assessment (GAMA) Program Information on the GAMA Program can be obtained at: http://www.waterboards.ca.gov/water_issues/programs/gama/. If further information is required, the Grantee can contact the State Water Resources Control Board (SWRCB) GAMA Program. A listing of SWRCB staff involved in the GAMA program can be found at: http://www.swrcb.ca.gov/water_issues/programs/gama/contact.shtml GROUNDWATER LEVEL DATA For each project that collects groundwater level data, Grantee will need to submit this data to DWR’s Water Data Library (WDL), with a narrative description of data submittal activities included in project reports, as described in Exhibit E. Information regarding the WDL and in what format to submit data in can be found at: http://wdl.water.ca.gov/. In the near future, DWR’s WDL will be replaced by the California Statewide Groundwater Elevation Monitoring program (CASGEM). Once this Program comes online, Grantee will then submit groundwater level data to CASGEM. Information regarding the CASGEM program can be found at: http://www.water.ca.gov/groundwater/casgem/ Grant Agreement No. 4600009637 Page 26 of 29 Exhibit G Guidelines for Grantees Under DWR Financial Assistance Programs The following provides a list of documents typically required by State Auditors and general guidelines for Grantees. List of documents pertains to both Grant funding and Grantee’s Funding Match and details the documents/records that State Auditors would need to review in the event of this Grant Agreement is audited. Grantees should ensure that such records are maintained for each funded project. List of Documents for State Audit Internal Controls: 1. Organization chart (e.g., Agency’s overall organization chart and organization chart for this Grant Agreement’s funded project. 2. Written internal procedures and flowcharts for the following: a. Receipts, deposits and disbursements b. State reimbursement requests c. Grant expenditure tracking d. Guidelines, policy, and procedures on grant funded Programs/Project 3. Audit reports of the Agency internal control structure and/or financial statements within the last two years. 4. Prior audit reports on grant funded Programs/Project. Agreements and Contracts: 1. Original signed Grant Agreement, any amendment(s) and budget modification documents. 2. A listing of all bond-funded grants received from the State. 3. A listing of all other funding sources for each project. 4. All subcontractor and consultant contracts and related or partners documents, if applicable. 5. Contracts between the Agency and member agencies as related to this Grant Agreement. Invoices: 1. Invoices from vendors and subcontractors for expenditures submitted to the State for payments under this Grant Agreement. 2. Documentation linking subcontractor invoices to State reimbursement, requests and related budget line items under this Grant Agreement. 3. Reimbursement requests submitted to the State for this Grant Agreement. Cash Documents: 1. Receipts (copies of warrants) showing payments received from the State. 2. Deposit slips (or bank statements) showing deposit of the payments received from the State. 3. Cancelled checks or disbursement documents showing payments made to vendors, subcontractors, consultants, and/or agents under this Grant Agreement. 4. Bank statements showing the deposit of the receipts. Accounting Records: 1. Ledgers showing entries for receipts and cash disbursements. 2. Ledgers showing receipts and cash disbursement entries of other funding sources. 3. Bridging documents that tie the general ledger to requests for grant reimbursement. Administration Costs: Supporting documents showing the calculation of administration costs. Personnel: 1. List of all contractors and Agency staff that worked on this grant funded Program/Project. 2. Payroll records including timesheets for contractor staff and the Agency personnel who provided services charged to this Grant Agreement. Grant Agreement No. 4600009637 Page 27 of 29 Project Files: 1. All supporting documentation maintained in the project files. 2. All correspondence related to this Grant Agreement. General Grant Agreement Guidelines Amendment Requirements: Amendments to the Work Plan, Budget, and/or Schedule of this Grant Agreement are triggered when the proposed changes are deemed by the State to be substantial. Substantial changes generally include changes to the wording/scope of work, schedule or term, and budget. For example, a formal budget change to an Agreement is required when the proposed budget change for a Task is greater than 10% of the budget for that particular Task or the Task to be exchanged with. Funding Match Contribution Funding Match (often referred to as Grantee Cost Share) is the amount defined in Paragraph 4 of this Grant Agreement. Provided below is guidance for claiming funding match with and without in-kind services. 1. Adequate documentation supporting value of in-kind service (or volunteer service) as funding match claimed shall be maintained. Although tracked separately, in-kind services shall be documented and, to the extent feasible, supported by the same methods used by the Grantee for its own employees. Provide formal (on official letterhead) and substantial documentation of in-kind service by including the following: o Describe contributed item(s) or service(s) o Purpose for which contribution was made (tie to scope of work) o Name of contributing organization and date of contribution o Real or approximate value of contribution. Who valued the contribution and how was the value determined? (e.g., actual, appraisal, fair market value, etc.). Justification of rate. (see item #4, below) o Person’s name and function of the contributing person o Hours of contribution o If multiple sources exist, summarize these on a table with summed charges o Was contribution provided by, obtained wi th, or supported by government funds? If so, indicate source. 2. Funding match contribution (including in kind services) shall be for costs and services directly attributed to activities included in this Grant Agreement’s Work Plan. These services, furnished by professional and technical personnel, consultants, and other skilled and unskilled labor may be counted as in-kind if the activities are an integral and necessary part of this Grant Agreement. Evaluate eligibility with State in advance of submittal. 3. Do not track cash contributions made to a project as an expenditure as you would for an in-kind service. When providing funding match, track cash contributions to the project (i.e. revenues) and expenditures (typically in-kind contribution) separately in an accounting system. 4. Rates for volunteer or in-kind services shall be consistent with those paid for similar work in the Grantee’s organization. For example, volunteer service of clearing vegetation performed by an attorney shall be valued at a fair market value for this service, not the rate for professional legal services. In those instances in which the required skills are not found in the recipient organization, rates shall be consistent with those paid for similar work in the labor market. In either case, paid fringe benefits that are reasonable, allowable, and allocable may be included in the valuation. Grant Agreement No. 4600009637 Page 28 of 29 EXHIBIT H GRANTEE RESOLUTION Comment [KLH2]: Carl can you please provide a resolution that indicates the Chief engineer is authorized to enter into a grant agreement with the state. There is an example on page 16 of the Stormwater PSP: http://www.water.ca.gov/irwm/docs/Archives/Pro p1E/PSPs/SWFM_PSP_FINAL_07_20_10.pdf Grant Agreement No. 4600009637 Page 29 of 29