Agenda — Bakersfield City Council, June 25, 2025 (part 4 of 6)

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EXHIBIT B
LETTER CERTIFYING CITY’S SELF-INSURED STATUS
On Local Agency letterhead
Department of Transportation, District 6 _______20__
1352 W. Olive Avenue
Fresno, CA 93728
ATTN: Daniel Lum
Re: Statement of Self-Insurance for City of Bakersfield for Delegated Maintenance Agreement No. TR 06-5-DL11 with California Department of Transportation for the litter, debris and sweeping along Routes 58, 99, 178, 178s, and 204 within City limits
Dear ______________________:

This letter certifies that the City of Bakersfield is self-insured and self-funded covering third-party claims arising out of its general operations (i.e.; commercial general liability and automobile liability insurance). Further, the CITY is selfinsured covering workers’ compensation claims and has received the consent of the State Department of Industrial Relations to do so.

Each fiscal year, as a part of its budgetary process, the CITY appropriates funds specifically to satisfy valid third-party claims and workers’ compensation claims, which may be brought against the CITY.

The CITY certifies its self-insured, general liability coverage for bodily injury and property damage liability, meets the required coverage amounts in section 19 (Insurance) of the Delegated Maintenance Agreement, specifically general liability insurance, coverage of bodily injury and property damage liability in an amount of $1 million per occurrence, $2 million in aggregate, and $5 million in excess.

If you need any additional information regarding this letter, please direct those inquiries through my office.

Sincerely,
Finance Manager/Risk Manager/Authorized Representative’s Title 4/10/25
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EXHIBIT C
Party Representatives and Notices.

LOCAL AGENCY’s Project Manager : ______________________ STATE’s DMAC is: _______Daniel Lum___________________________ All notices, document submittals and invoices required under this AGREEMENT shall be deemed to have been fully given when made in writing and received by the PARTIES at their respective addresses as follows:

LOCAL AGENCY
Attn: Name of Project Manager: ___________________________ Address: __________________________________________________ City, Zip: __________________________________________________ STATE
Attn: Name of DMAC: _____Daniel Lum______________________ Address: _____1352 W Olive Avenue________________________ City, Zip: _____Fresno, 93728__________________________________ Name of Area Maintenance Superintendent: _Joel Martin____ Telephone Number: ___(661) 304-0432_______________________ Email Address: [email protected]____________________

ADMINISTRATIVE REPORT
MEETING DATE: June 25, 2025 AGENDA CATEGORY: Consent – Agreements TO: Honorable Mayor and City Council
FROM: Zachary Meyer, Public Works Director
DATE: June 10, 2025
SUBJECT: Amendments for Design Consultant Agreements for On-Call Civil Engineering and Surveying Services:
(extend term one year to June 30, 2026; no additional compensation, no expansion of scope of work) for Non-Federally funded Capital Improvement Program projects during Fiscal Years 2021-2022, 2022-2023 and 2023-2024:

1. Amendment No. 2 to Agreement No. 2021-130 with AECOM Technical Services, Inc.

2. Amendment No. 2 to Agreement No. 2021-131 with Meyer Civil Engineering, Inc.

3. Amendment No. 3 to Agreement No. 2021-132 with Provost & Pritchard Consulting Group.

RECOMMENDATION:

Staff recommends approval of the amendments.

BACKGROUND:

On June 16, 2021 Council awarded agreements to AECOM Technical Services, Inc. (AECOM), Meyer Civil Engineering, Inc. and Ruettgers & Schuler Civil Engineers (R&S) (which was bought out by Provost & Pritchard Consulting Group) to provide on-call civil engineering and survey services to expedite delivery of the capital improvement program (CIP). The civil engineering firms were selected through a qualification-based selection process based on their statement of qualifications submittals.

Amendment No. 1 was executed on June 26, 2024, for all three agreements (2021-130, 2021-131 and 2021-132) which extended the term to June 30, 2025, to allow the consultants to continue to provide oncall civil engineering and surveying services for CIP projects.

Amendment No. 2, specifically for Agreement No. 2021-132 was executed on February 12, 2025, to reflect the assignment of all rights and obligations of the design consultant from Ruettgers & Schuler Civil Engineers to Provost & Pritchard Consulting Group.

These three agreements will expire on June 30, 2025. However, each of the Consultants are working on various projects that will not be completed by that expiration date. To allow each of the Consultants time to complete previously assigned projects, Amendment No. 2 (Agreements 2021-130 and 2021-131) and Amendment No. 3 (Agreement 2021-132) extends the term of each agreement by one year, to June 30, 2026. There will be no expansion in scope, nor an increase in compensation, and City staff will not assign any additional projects to any of the Consultants under these agreements. The total not-to-exceed compensation amount for each agreement will remain at the same level as identified in the original agreements for the three consultants, which was set at a not-to-exceed amount of $500,000 for each consultant.

FISCAL IMPACT:

There is no General Fund impacts associated with these amendments. The projects have already been assigned to each respective consultant and these amendments allow the consultants to finish their assigned projects, all of these projects are funded with other funds besides the general fund. No new projects will be assigned under this amendment.

COUNCIL GOAL:

Reliable Infrastructure
ATTACHMENTS:

1. Amendment No. 2 to Agreement No. 2021-130

2. Amendment No. 2 to Agreement No. 2021-131

3. Amendment No. 3 to Agreement No. 2021-132

ADMINISTRATIVE REPORT
MEETING DATE: June 25, 2025 AGENDA CATEGORY: Consent - Bids TO: Honorable Mayor and City Council
FROM: Zachary Meyer, Public Works Director
DATE: June 13, 2025
SUBJECT: Streetlighting Improvements along South Chester Ave from Wilson Rd to Union Ave Reject all Bids received for the Street Lighting Improvement Project for South Chester Ave from Wilson Rd to Union Ave. (Ward 1)
RECOMMENDATION:

Staff recommends rejection of all bids.

BACKGROUND:

The purpose of this project is to improve pedestrian and vehicular safety along City streets. The Public Works Department conducted a street light study in September of 2022 to identify City areas that lacked street lighting and continues to work with Council and street staff to identify future conflicted areas.

The work to be performed consists, in general, of the installation of City-furnished streetlight poles with 6’ mast arms and solar panels, City-furnished solar luminaries, and Contractor-furnished pull boxes all in conformance with the contract documents.

The Engineer’s Estimate for this project was $233,000.00.

On May 29, 2025, a total of 6 bids were received. The bids are as follows:

Loop Electric Inc. In the amount of $195,650.00
7040 Downing Avenue
Bakersfield, CA 93308
California Professional In the amount of $167,740.00
Engineering Inc.
19062 San Jose
La Puente, CA 91748
ELSE In the amount of $203,558.65
(Energy Star Lighting & Electric Inc)
6345 Auburn Blvd Suite A
Citrius Heights, CA 95621
Power Design Electric In the amount of $203,520.00
335 N 5th Ave
Kingsburg, CA 93631
Synergy Construction In the amount of $428,955.00
& Development Corp
5109 Pomerado Way
Bakersfield, CA 93313
PTM General Engineering Services Inc In the amount of $246,064.00 5942 Acorn Street
Riverside, CA 92504
Upon further review, staff noticed several deficiencies and inconsistencies in received proposals due, at least in part, to ambiguities and inconsistencies in the bid specifications concerning requirements for responsive bid submittals.

Due to inconsistencies in received proposals, staff recommends rejecting all bids and readvertising the project. Staff will revise the City bid specifications and contract documents to clarify requirements and to ensure a fair and competitive bidding process.

FISCAL IMPACT:

None
COUNCIL GOAL:

Innovative and Efficient City Government
Reliable Infrastructure
ATTACHMENTS:

None

ADMINISTRATIVE REPORT
MEETING DATE: June 25, 2025 AGENDA CATEGORY: Consent - Bids TO: Honorable Mayor and City Council
FROM: Zachary Meyer, Public Works Director
DATE: June 12, 2025
SUBJECT: Street Lighting Improvements along Easton Drive from California Ave to California Ave Reject all bids for the installation of streetlights for the street lighting improvements along Easton Dr from California Ave to California Ave. (Ward 2)
RECOMMENDATION:

Staff recommends rejection of all bids.

BACKGROUND:

The work to be performed consists, in general, but not limited to furnishing and installing Round Tapered streetlight poles, installing City furnished 6’ mast arms with luminaires and solar panels, and installing pull boxes, all in conformance with the contract documents.

Public Works reviewed the bids received, which were opened on May 29, 2025. The engineer’s estimate for this project was $285,000.00.

The bids received are as follows:

Power Design Electric, Inc. In the amount of $247,515.00 335 N 5th Avenue
Kingsburg, CA 93631
ELSE (Energy Star Lighting & Electric) In the amount of $270,039.90 6345 Auburn Blvd, Suite A
Citrus Heights, CA 95621
Loop Electric Inc. In the amount of $274,000.00
7040 Downing Avenue
Bakersfield, CA 93308
Synergy Construction & Development Corp. In the amount of $287,000.00 5109 Pomerado Way
Bakersfield, CA 93313
PTM General Engineering Services, Inc. In the amount of $311,011.00 5942 Acorn Street
Riverside, CA 92504
Upon further review, staff noticed several deficiencies and inconsistencies in received proposals due, at least in part, to ambiguities and inconsistencies in the bid specifications concerning requirements for responsive bid submittals.

FISCAL IMPACT:

None.

COUNCIL GOAL:

Innovative and Efficient City Government
Reliable Infrastructure
ATTACHMENTS:

None.

Reject all Bids for Street Lighting Improvements on Stine Road from Hosking Ave to Panama Ln. (Ward7) RECOMMENDATION:

Staff recommends rejecting all bids.

BACKGROUND:

Public Works reviewed the bids received, which were opened on May 29, 2025. The engineer’s estimate for this project was $175,000.00.

The bids received are as follows:

Power Design Electric, Inc. In the amount of $157,398.00 335 N 5th Avenue
Kingsburg, CA 93631
Synergy Construction & Development Corp. In the amount of $158,025.00 5109 Pomerado Way
Bakersfield, CA 93313
ELSE (Energy Star Lighting & Electric) In the amount of $170,980.10 6345 Auburn Blvd, Suite A
Citrus Heights, CA 95621
Loop Electric Inc. In the amount of $178,200.00
7040 Downing Avenue
Bakersfield, CA 93308
PTM General Engineering Services, Inc. In the amount of $185,581.00 5942 Acorn Street
Riverside, CA 92504
On June 17, 2025, staff received a formal bid protest alleging deficiencies in the low bidder’s proposal.

Upon further review, staff noticed several deficiencies and inconsistencies in received proposals due, at least in part, to ambiguities and inconsistencies in the bid specifications concerning requirements for responsive bid submittals.

FISCAL IMPACT:

None.

COUNCIL GOAL:

Innovative and Efficient City Government
Reliable Infrastructure
ATTACHMENTS:

None.

ADMINISTRATIVE REPORT
MEETING DATE: June 25, 2025 AGENDA CATEGORY: Consent – Bids TO: Honorable Mayor and City Council
FROM: Zachary Meyer, Public Works Director
DATE: June 25, 2025
SUBJECT: Street Lighting Improvements along Chester Ave from 34th St to Columbus St Reject all Bids received for the street lighting improvement project for Chester Ave from 34th St to Columbus St. (Ward 3)
RECOMMENDATION:

Staff recommends rejection of all bids.

BACKGROUND:

The work to be performed consists, in general, of the installation of City-furnished streetlight poles with 6’ mast arms and solar panels, City-furnished solar luminaries, pull boxes, the construction of a new curb ramp and sidewalk, all in conformance with the contract documents.

Public Works reviewed the bids received, which were opened on May 22, 2025. The engineer’s estimate for this project was $134,000.00.

The following bids were received:

Loop Electric Inc. In the amount of $110,955.00
7040 Downing Avenue
Bakersfield, CA 93308
Synergy Construction & Development Corp. In the amount of $119,740.00 5109 Pomerado Way
Bakersfield, CA 93313
Innovative Engineering System In the amount of $142,611.30 8800 Crippen Street
Bakersfield, CA 93311
PTM General Engineering Services, Inc. In the amount of $145,045.00 5942 Acorn Street
Riverside, CA 92504
On May 29, 2025, staff received a formal bid protest alleging deficiencies in the low bidder’s proposal.

Upon further review, staff noticed several deficiencies and inconsistencies in 3 out of 4 proposals due at least in part to ambiguities and inconsistencies in the bid specifications concerning requirements for responsive bid submittals.

FISCAL IMPACT:

The action to reject bids will have no fiscal impact.

COUNCIL GOAL:

Innovative and Efficient City Government
Reliable Infrastructure
ATTACHMENTS:

None

ADMINISTRATIVE REPORT
MEETING DATE: June 25, 2025 AGENDA CATEGORY: Consent - Bids TO: Honorable Mayor and City Council
FROM: Zachary Meyer, Public Works Director
DATE: June 25, 2025
SUBJECT: Street Lighting Improvements along Pacific St from Baker St to Williams St Reject all Bids received for the street lighting improvement project for Pacific St from Baker St to Williams St. (Ward 2)
RECOMMENDATION:

Staff recommends rejection of all bids.

BACKGROUND:

The work to be performed consists, in general, but is not limited to the removal of existing street light poles and disposal, installation of City-furnished streetlight poles with 6’ mast arms and solar panels, Cityfurnished luminaires and contractor-furnished pull boxes, all in conformance with the contract documents.

Public Works reviewed the bids received, which were opened on May 29, 2025. The engineer’s estimate for this project was $435,000.00.

The following bids were received:

Power Design Electric Inc. In the amount of $334,018.00 335 N 5th Avenue
Kingsburg, CA 93631
ELSE Energy Star Lighting In the amount of $374,099.94
6345 Auburn Blvd Suite A
Citrus Heights, CA 95621
Loop Electric Inc. In the amount of $386,200.00
7040 Downing Avenue
Bakersfield, CA 93308
Synergy Construction & Development Corp. In the amount of $392,340.00 5109 Pomerado Way
Bakersfield, CA 93313
PTM General Engineering Services, Inc. In the amount of $458,058.00 5942 Acorn Street
Riverside, CA 92504
Upon further review of the proposals, staff noticed several deficiencies and inconsistencies across proposals due, at least in part, to ambiguities and inconsistencies in the bid specifications concerning requirements for responsive bid submittals.

FISCAL IMPACT:

None
COUNCIL GOAL:

Innovative and Efficient City Government
Reliable Infrastructure
ATTACHMENTS:

None

ADMINISTRATIVE REPORT
MEETING DATE: June 25, 2025 AGENDA CATEGORY: Consent – Bids TO: Honorable Mayor and City Council
FROM: Zachary Meyer, Public Works Director
DATE: June 13, 2025
SUBJECT: Accept Bid and Award Contract for City Hall South Annex Remodel

1. Accept Bid and approve contract with JL McDaniels Companies, Inc. (DBA McDaniels Construction) for $792,599.37

2. Authorize Change Order(s), as necessary, up to $80,000 in City-controlled contingency for unforeseen conditions encountered during construction of said project. (Ward 2)
RECOMMENDATION:

Staff recommends acceptance of the 2nd Low Bid, approval of contract, and approval of City-controlled contingency.

BACKGROUND:

The Remodel of the City Hall South Annex includes a 4,594 square foot renovation of the basement as part of a multi-year modernization for the building. The scope of work includes demolition, interior partitions, mechanical, electrical, plumbing, and finishes. The project will provide staff with updated ADA restrooms, additional workspaces, and a new breakroom.

Item No. 1 The Engineer’s Estimate for this project was $800,000.00.

On May 29, 2025, the City received five bids for this project. One bid from RRR Pirooz Engineering was deemed non-responsive due to the lack of a notarized non-collusion affidavit. The bids are as follows:

JL McDaniels Companies Inc.

DBA McDaniels Construction
PO Box 81135 in the amount of $792,599.37
Bakersfield, CA 93380
Go JRM Construction
122 South Green Street, Ste 5 in the amount of $1,460,125.00 Tehachapi, CA 93561
BDM Inc.
1711 N. 11th Ave in the amount of $1,540,643.00
Hanford, CA 93230
JTS Construction
7001 McDivitt Dr in the amount of $6,808,837.00
Bakersfield, CA 93313
RRR Pirooz Engineering
1559 Buckskin Way in the amount of $750,000.02
Olivehurst, CA 95961
McDaniels Construction is considered the lowest responsive bidder and staff recommends approval of the contract.

Item No. 2 Bakersfield Municipal Code section 3.20.105(E) authorizes Public Works Contract Amendments to be executed via Change Order, provided that Change Orders which exceed $10,000 must be approved by the City Council. Staff is requesting pre-approval of up to $80,000 for City-controlled contingency for unforeseen conditions encountered during construction of this project, to be executed via authorized Change Order(s). Any costs which exceed the City Council approved contingency, cumulative or otherwise, would require action and approval from the City Council. This City-controlled contingency will save staff time by not having to prepare multiple Council reports for individual routine change orders throughout the project, should they arise. All remaining contingency funds not used will be returned to the fund balance at the end of the project.

FISCAL IMPACT:

This project is funded by Capital Outlay and funding for construction is available within the project budget (P3K300).

COUNCIL GOAL:

Reliable Infrastructure
ATTACHMENTS:

City Hall South-Annex Basement Remodel Construction Agreement McDaniels Construction_061325 _______________________________________________________________________________ CONSTRUCTION PROJECTS AGREEMENT Page 1 of 13
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AGREEMENT NO. _________________

CONSTRUCTION PROJECTS AGREEMENT
This CONSTRUCTION PROJECTS AGREEMENT (“Agreement”) is made and entered into on ___________________ (“Effective Date”), by and between the CITY OF BAKERSFIELD, a municipal corporation (referred to herein as “CITY”), and JL MCDANIELS COMPANIES, INC. DBA MCDANIELS CONSTRUCTION, a Corporation authorized to do business in California (referred to herein as “CONTRACTOR”).

R E C I T A L S
WHEREAS, CONTRACTOR represents that CONTRACTOR is experienced and well qualified in the field of construction; and
WHEREAS, CONTRACTOR has conducted a thorough site inspection; and WHEREAS, CITY desires to retain CONTRACTOR to construct the Bakersfield City Hall South: Annex Basement Remodel (“Project”), as set forth herein, which is not paid for with federal funds.

NOW, THEREFORE, incorporating the foregoing recitals herein, CITY and CONTRACTOR mutually agree as follows:

1. SCOPE OF WORK.

1.1. In exchange for the Compensation (defined below), CONTRACTOR must perform the work outlined in the Special Provisions for the Project (“Scope of Work”). The Scope of Work shall include all items and procedures necessary to properly complete the task CONTRACTOR has been hired to perform, whether specifically included in the Scope of Work or not. The following documents are incorporated herein as if fully set forth:
 Notice to Contractors
 Special Provisions
 Bid Proposal
 Bidder’s Bond
 Performance Bond
 Material and Labor Bond
 Letters of transmittal, if any
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 All provisions required by law to be inserted in this Agreement whether actually inserted or not
 Current State of California DAS 140 Form (if required by Specifications)
 Drawings, if any
 Public Contract Code § 22300 (Escrow Accounts)
 Current State of California DIR – PWC 100 Form
 Required Federal-Aid Contract Language (Exhibit 12-G) (if Project Federally Funded)
 Required Contract Provisions Federal-Aid Contracts (Form FHWA1273, Exhibit 12-G) (if Project Federally Funded)
 Subcontracting Request Form (Exhibit 16-B, LAPM) (if Project Federally Funded)
 Prevailing Wage Rates (Davis-Bacon) (if Project Federally Funded)
 Title VI Assurances and Appendices (if Project Federally Funded)

1.2. If CITY is receiving federal-aid for the construction of all or a portion of the Project, CONTRACTOR must physically incorporate all federally required contract provisions, including Form FHWA-1273, in their various subcontracts and purchase orders for the federally funded portions of this Project. CONTRACTOR acknowledges that failure to incorporate Form FHWA-1273 into those subcontracts and purchase orders will jeopardize CITY’s eligibility for federal-aid funding. In the event of noncompliance in regards to this requirement,
CONTRACTOR will be required to correct the noncompliance. CITY will withhold payment for subcontracted work involved with the noncompliance from progress payments due, or to become due, until correction is made. Failure to comply may result in termination of this Agreement.

2. COMPENSATION/PAYMENT PROCEDURE.

2.1. Subject to the conditions of this section, CITY will pay CONTRACTOR for performing the Scope of Work as defined in the Bid Proposal and in accordance with the Special Provisions applicable to this Project, in an amount not to exceed Seven Hundred Ninety-Two Thousand, Five Hundred Ninety-Nine Dollars and Thirty-Seven Cents ($792,599.37) (“Compensation”). The Compensation shall be the total compensation under this Agreement including, but not limited to, all out-of-pocket costs and taxes. CITY will pay no other _______________________________________________________________________________ CONSTRUCTION PROJECTS AGREEMENT Page 3 of 13
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compensation to CONTRACTOR.

2.2. For projects falling under Title 49 Code of Federal Regulations (CFR) Part 26.29, CITY shall not require the withholding of any retention from CONTRACTOR. CONTRACTOR agrees that it will not cause retention to be withheld from subcontractors working under this Agreement which are subject to the provisions of 49 CFR Part 26.29. For projects, or any severable parts of a project under Federal law, which do not fall under 49 CFR Part 26.29, CITY shall retain ten percent from payments to CONTRACTOR, unless otherwise prohibited by law.

2.3. Prompt Progress Payment to Subcontractor. A prime contractor or subcontractor shall pay any subcontractor not later than (7) days of receipt of each progress payment in accordance with the provision in Section 7108.5 of the California Business and Professions Code concerning prompt payment to subcontractors. The (7) days is applicable unless a longer period is agreed to in writing. Any delay or postponement of payment over 30 days may take place only for good cause and with the agency’s prior written approval. Any violation of Section 7108.5 shall subject the violating contractor or subcontractor to the penalties, sanction and other remedies of that section. This requirement shall not be construed to limit or impair any contractual, administrative, or judicial remedies otherwise available to the contractor or subcontractor in the event of a dispute involving late payment or nonpayment by the prime contractor, deficient subcontract performance, or noncompliance by a subcontractor.

The Contractor and Subcontractors on federally funded projects shall incorporate the (7) day prompt progress payments clause in all of their agreements, contracts, subcontracts, and sub-agreements.

In the event of noncompliance in regards to this requirement, CONTRACTOR will be required to correct the noncompliance. CITY will withhold payment for subcontracted work involved with the noncompliance from progress payments due, or to become due, until correction is made. Failure to comply may result in termination of this Agreement. (if Project Federally Funded)

3. SCHEDULING. When required by CITY in contract bid documents, or upon reasonable notice, CONTRACTOR shall supply CITY with scheduling documents showing all information in a form requested by CITY.

CONTRACTOR’s scheduling personnel shall have experience in and be knowledgeable in scheduling. CITY may require CONTRACTOR to supply the schedule on programs named by CITY (Microsoft Project, for example), and may require those schedules to be undated or revised on a regular basis. CITY may require recovery schedules if CONTRACTOR falls behind the _______________________________________________________________________________ CONSTRUCTION PROJECTS AGREEMENT Page 4 of 13
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Project schedule. CITY’s review or comment on the schedule shall not constitute acceptance thereof.

4. STARTING WORK. CONTRACTOR shall not begin work until authorized to do so in writing by CITY. No work will be authorized before the Effective Date.

5. TERMINATION.

5.1. This Agreement may be terminated as set forth in the Special Provisions for this Project. If no termination clauses are included in the Special Provisions, this Agreement may be terminated for CONTRACTOR default. The following circumstances shall be deemed a CONTRACTOR default:

5.1.1. A material breach of the contract where CONTRACTOR fails to cure the breach within ten days after CITY provides notice of the breach; provided, however, if the breach cannot
reasonably be cured within ten days, CONTRACTOR must have taken significant steps to cure the breach including, without limitation, providing a written plan acceptable to CITY to cure the default and immediately beginning to cure the default;

5.1.2. CONTRACTOR’s violation of any law, statute, regulation, rule, ordinance, permit or order of any governmental agency
applicable to the Project if CONTRACTOR does not cure the violation within ten days after CITY provides notice of the violation and demands a cure;

5.1.3. CONTRACTOR makes an assignment for benefit of creditors, admits an inability to pay debts, files a petition in bankruptcy or is otherwise determined bankrupt or insolvent; and

5.1.4. CONTRACTOR fails to adequately respond in writing to CITY’s written demand for adequate assurances within ten days with all necessary information to assure CITY that CONTRACTOR has the financial and other necessary resources to perform the contract without breach. CONTRACTOR’s failure to provide all information requested by CITY will be a material breach of this Agreement.

5.2. In the event of termination by CITY as set forth above, CONTRACTOR shall remain fully liable for any work not completed, liquidated damages (as set forth in the Special Provisions), delays by follow up contractors, materials and equipment provided, designs
_______________________________________________________________________________ CONSTRUCTION PROJECTS AGREEMENT Page 5 of 13
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commenced through the date of termination, and consequential damages. CONTRACTOR will immediately deliver to CITY possession of the work including all designs, engineering, project records, cost data, drawing specifications and contracts, and construction supplies and aids dedicated solely to performing the work.

CONTRACTOR shall assign all subcontracts to CITY; however, CITY may accept or reject those subcontracts at its sole discretion.

5.3. Should CITY’s termination for cause be determined by a court of law to be wrongful or without cause, such termination will be treated as a termination for convenience entitling CONTRACTOR to an equitable settlement for claims and liabilities outstanding at the date of termination and reasonable compensation for work actually performed to the date of termination. No other Compensation shall be due CONTRACTOR for termination for convenience.

6. COMPLIANCE WITH ALL LAWS. CONTRACTOR shall, at CONTRACTOR’s sole cost, comply with all of the requirements of Municipal, State, and Federal authorities now in force, or which may hereafter be in force, pertaining to this Agreement, and shall faithfully observe in all activities relating to or growing out of this Agreement all Municipal ordinances and State and Federal statutes, rules or regulations, and permitting requirements now in force or which may hereafter be in force including, without limitation, obtaining a City of Bakersfield business tax certificate (Bakersfield Municipal Code Chapter 5.02) where required.

7. INDEPENDENT CONTRACTOR. This Agreement calls for CONTRACTOR’s performance of the Scope of Work as an independent contractor.

CONTRACTOR is not an agent or employee of the CITY for any purpose and is not entitled to any of the benefits provided by CITY to its employees. This Agreement shall not be construed as forming a partnership or any other association with CONTRACTOR other than that of an independent contractor.

8. DIRECTION. CONTRACTOR retains the right to control or direct the manner in which the services described herein are performed.

9. EQUIPMENT. CONTRACTOR will supply all equipment, tools, materials and supplies necessary to perform the services under this Agreement.

10. LICENSES. CONTRACTOR shall, at its sole cost and expense, keep in effect or obtain at all times during the term of this Agreement any licenses, permits and approvals which are legally required for CONTRACTOR to practice its profession and perform the Scope of Work. If CONTRACTOR is a _______________________________________________________________________________ CONSTRUCTION PROJECTS AGREEMENT Page 6 of 13
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corporation, at least one officer or key employee shall hold the required licenses or professional degrees. If CONTRACTOR is a partnership, at least one partner shall hold the required licensees or professional degrees.

11. STANDARD OF PERFORMANCE. The Scope of Work shall be performed in conformity with all legal requirements and industry standards observed by a specialist of CONTRACTOR’s profession in California.

12. SB 854 COMPLIANCE. To the extent Labor Code Section 1771.1 applies to this Agreement, a contractor or subcontractor shall not be qualified to bid on, be listed in a bid proposal, be subject to the requirements of Section 4104 of the Public Contract Code, or engage in the performance of any contract for public work, as defined in this chapter, unless currently registered and qualified to perform public work pursuant to Section 1725.5.

It is not a violation of Labor Code Section 1771.1 for an unregistered contractor to submit a bid that is authorized by Section 7029.1 of the Business and Professions Code or by Section 10164 or 20103.5 of the Public Contract Code, provided the contractor is registered to perform public work pursuant to Section 1725.5 at the time the contract is awarded. The prime contractor is required to post job site notices in compliance with Title 8 California Code of Regulations Section 16451. This project is subject to compliance monitoring and enforcement by the Department of Industrial Relations.

13. NO WAIVER OF DEFAULT. The failure of any party to enforce against another party any provision of this Agreement shall not constitute a waiver of that party’s right to enforce such a provision at a later time, and shall not serve to vary the terms of this Agreement.

14. INSURANCE AND SECURITY.

14.1. Types and Limits of Insurance. In addition to any other insurance or security required under this Agreement, CONTRACTOR must procure and maintain, for the duration of this Agreement, the types and limits of insurance below ("Basic Insurance Requirements").

14.1.1. Automobile liability insurance, providing coverage for owned, non-owned, and hired autos on an occurrence
basis for bodily injury, including death, of one or more persons, property damage, and personal injury, with limits of not less than $1,000,000 per occurrence.

14.1.2. Commercial general liability insurance, unless otherwise approved by CITY’s Risk Manager, providing coverage on
an occurrence basis for bodily injury, including death, of _______________________________________________________________________________ CONSTRUCTION PROJECTS AGREEMENT Page 7 of 13
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one or more persons, property damage, and personal
injury, with limits of not less than $1,000,000 per occurrence.

The policy must:

14.1.2.1. Provide contractual liability coverage for the terms of this Agreement;

14.1.2.2. Provide products and completed operations
coverage;

14.1.2.3. Provide premises, operations, and mobile
equipment coverage; and

14.1.2.4. Contain an additional insured endorsement in
favor of CITY and its mayor, council, officers,
agents, employees, and designated volunteers.

14.1.3. Workers' compensation insurance with limits of not less than $1,000,000 per occurrence. In accordance with the
provisions of Labor Code Section 3700, every contractor will be required to secure the payment of compensation to his employees. Pursuant to Labor Code Section 1861,
CONTRACTOR must submit to CITY the following
certification before beginning any work on the
Improvements:

I am aware of the provisions of Section 3700 of the
Labor Code which require every employer to be
insured against liability for worker’s compensation or
to undertake self-insurance in accordance with the
provisions of that code, and I will comply with such
provisions before commencing the performance of
the work of this contract.

By executing this Agreement, CONTRACTOR is submitting
the certification required above.

The policy must contain a waiver of subrogation in favor of CITY and its mayor, council, officers, agents, employees, and designated volunteers.

14.2. General Provisions Applying to All Insurance Types.

14.2.1. All policies required of CONTRACTOR must be written on a first-dollar coverage basis, or contain a deductible
_______________________________________________________________________________ CONSTRUCTION PROJECTS AGREEMENT Page 8 of 13
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provision. Subject to CITY’s advance approval,
CONTRACTOR may utilize a self-insured retention in any or all of the policies provided, but the policy or policies may not contain language, whether added by endorsement or
contained in the policy conditions, that prohibits
satisfaction of any self-insured provision or requirement by anyone other than the named insured or by any means
including other insurance or which is intended to defeat the intent or protection of an additional insured.

14.2.2. All policies required of CONTRACTOR must be primary insurance as to CITY and its mayor, council, officers, agents, employees, or designated volunteers and any insurance or self-insurance maintained by CITY and its mayor, council, officers, agents, employees, and designated volunteers
must be excess of CONTRACTOR’s insurance and must not
contribute with it.

14.2.3. The insurance required above, except for workers’ compensation insurance, must be placed with insurers with a Best’s rating as approved by CITY’s Risk Manager, but in no event less than A-:VII. Any deductibles, self-insured retentions, or insurance in lesser amounts, or lack of certain types of insurance otherwise required by this Agreement, or insurance rated below Best’s A-:VII, must be declared prior to execution of this Agreement and approved by CITY in
writing.

14.2.4. The insurance required in this section must be maintained until the Scope of Work is satisfactorily completed as
evidenced by CITY’s written acceptance. All policies must provide that there will be continuing liability thereon, notwithstanding any recovery on any policy.

14.2.5. Full compensation for all premiums which the CONTRACTOR is required to pay to satisfy the Basic Insurance
Requirements shall be considered as included in the prices paid for the performance of the Scope of Work, and no
additional allowance will be made therefor or for additional premiums which may be required by extensions of the
policies of insurance.

14.2.6. It is further understood and agreed by CONTRACTOR that _______________________________________________________________________________ CONSTRUCTION PROJECTS AGREEMENT Page 9 of 13
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its liability to CITY will not in any way be limited to or affected by the amount of insurance obtained and carried by
CONTRACTOR in connection with this Agreement.

14.2.7. Unless otherwise approved by CITY, if any part of the Scope of Work is subcontracted, the Basic Insurance Requirements must be provided by, or on behalf of, all subcontractors even if CITY has approved lesser insurance requirements for CONTRACTOR, and all subcontractors must agree in writing to be bound by the provisions of this section.

14.3. Security. CONTRACTOR shall provide performance and labor and material security in amounts and in a form suitable to CITY. CITY shall approve in writing all such security instruments before CONTRACTOR begins to perform the Scope of Work.

15. THIRD PARTY CLAIMS. In the case of public works contracts, CITY will timely notify CONTRACTOR of third party claims relating to this Agreement. CITY shall be allowed to recover from CONTRACTOR, and CONTRACTOR shall pay on demand, all costs of notification.

16. INDEMNITY. CONTRACTOR shall indemnify, defend, and hold harmless CITY and CITY’s officers, agents and employees against any and all liability, claims, actions, causes of action or demands whatsoever against them, or any of them, before administrative or judicial tribunals of any kind whatsoever, arising out of, connected with, or caused by CONTRACTOR or CONTRACTOR’s employees, agents, independent contractors, companies, or subcontractors in the performance of, or in any way arising from, the terms and provisions of this Agreement whether or not caused in part by a party indemnified hereunder, except for CITY’s sole active negligence or willful misconduct.

17. REMEDIES. The remedies provided in this Agreement are cumulative and are in addition to any other remedies in law or equity which may be available to CITY. The election of one or more remedies shall not bar the use of other remedies unless the circumstances make the remedies incompatible.

18. SITE INSPECTION. CITY shall be allowed to inspect the construction site at any time and CONTRACTOR shall make all areas of the construction site available to inspection including, without limitation, any construction trailers or offices at the site and all plans, drawings, documents, schedules, photographs and other documentation relating to the Project.

19. STOP NOTICES OR LIENS. CONTRACTOR shall not allow any stop notices or _______________________________________________________________________________ CONSTRUCTION PROJECTS AGREEMENT Page 10 of 13
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liens to be filed on the Project and shall pay all costs and fees to CITY, including without limitation attorney’s fees, incurred by CITY because of the filing of any such stop notice, lien or legal action relating thereto.

CONTRACTOR agrees that CITY may withhold from any funds held by CITY concerning CONTRACTOR’s performance of the Scope of Work amounts sufficient to cover costs and fees, including without limitation attorney’s fees, incurred by CITY because of the filing of any stop notice, lien, or legal action relating thereto.

20. ASSIGNMENT. Neither this Agreement nor any rights, interests, duties, liabilities, obligations or responsibilities arising out of, concerning or related in any way to this Agreement (including, but not limited to, accounts, actions, causes of action, claims, damages, demands, liabilities, losses, obligations, or reckonings of any kind or nature whatsoever, for compensatory or exemplary and punitive damages, or declaratory, equitable or injunctive relief, whether based on contract, equity, tort or other theories of recovery provided for by the common or statutory law) may be assigned or transferred by any party. Any such assignment is prohibited, and shall be unenforceable and otherwise null and void without the need for further action by the non-assigning party or parties.

21. ACCOUNTING RECORDS. CONTRACTOR shall maintain accurate accounting records and other written documentation pertaining to all costs incurred in performance of this Agreement. Such records and documentation shall be kept at CONTRACTOR's office during the term of this Agreement, and for a period of three years from the date of the final payment hereunder, and made available to CITY representatives upon request at any time during regular business hours.

22. BINDING EFFECT. The rights and obligations of this Agreement shall inure to the benefit of, and be binding upon, the parties to the Agreement and their heirs, administrators, executors, personal representatives, successors and assigns.

23. CORPORATE AUTHORITY. Each individual signing this Agreement on behalf of entities represents and warrants that they are, respectively, duly authorized to sign on behalf of the entities and to bind the entities fully to each and all of the obligations set forth in this Agreement.

24. COUNTERPARTS. This Agreement may be executed in any number of counterparts, each of which shall be considered as an original and be effective as such.

25. EXECUTION. This Agreement is effective upon execution. It is the product _______________________________________________________________________________ CONSTRUCTION PROJECTS AGREEMENT Page 11 of 13
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of negotiation and all parties are equally responsible for authorship of this Agreement. Section 1654 of the California Civil Code shall not apply to the interpretation of this Agreement.

26. EXHIBITS. In the event of a conflict between the terms, conditions or specifications set forth in this Agreement and those in exhibits attached hereto, the terms, conditions, or specifications set forth in this Agreement shall prevail. All exhibits to which reference is made in this Agreement are deemed incorporated in this Agreement, whether or not actually attached.

27. FURTHER ASSURANCES. Each party shall execute and deliver such papers, documents, and instruments, and perform such acts as are necessary or appropriate, to implement the terms of this Agreement and the intent of the parties to this Agreement.

28. GOVERNING LAW. The laws of the State of California will govern the validity of this Agreement and its interpretation and performance. Any litigation arising in any way from this Agreement shall be brought in Kern County, California.

29. INTERPRETATION. Whenever the context so requires, the masculine gender includes the feminine and neuter, and the singular number includes the plural.

30. MERGER AND MODIFICATION. This Agreement sets forth the entire agreement between the parties and supersedes all other oral or written representations. This Agreement may be modified only in a writing approved and signed by all the parties. If any modification of this Agreement results in total Compensation which exceeds $40,000, the modification must be approved by the City Council.

31. NON-INTEREST. No CITY officer or employee shall hold any interest in this Agreement (California Government Code section 1090).

32. NOTICES. All notices relative to this Agreement shall be given in writing and shall be personally served or sent by certified or registered mail and be effective upon actual personal service or depositing in the United States mail. The parties shall be addressed as follows, or at any other address designated by notice:

CITY: CITY OF BAKERSFIELD

CITY HALL
1600 Truxtun Avenue
Bakersfield, California 93301

_______________________________________________________________________________ CONSTRUCTION PROJECTS AGREEMENT Page 13 of 13
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APPROVED AS TO CONTENT:

PUBLIC WORKS DEPARTMENT
By:_____________________________

ZACHARY MEYER
Public Works Director
APPROVED AS TO FORM:

VIRGINIA GENNARO
City Attorney
By:______________________________

ASHLEY ZAMBRANO
Deputy City Attorney II
Insurance:__________
COUNTERSIGNED:

By:_____________________________

RANDY MCKEEGAN
Finance Director

ADMINISTRATIVE REPORT
MEETING DATE: June 25, 2025 AGENDA CATEGORY: Consent - Bids TO: Honorable Mayor and City Council
FROM: Zachary Meyer, Public Works Director
DATE: June 5, 2025
SUBJECT: Pavement Rehabilitation 2024-2025 SB1: South H St from White Ln to Ming Ave

1. Accept bid and approve contract with Griffith Company ($3,128,155.00) for the above referenced project.

2. Authorize staff to approve, as necessary, up to $300,000 in City-controlled contingency for unforeseen conditions encountered during construction of project. (Ward 1) RECOMMENDATION:

Staff recommend acceptance of low bid, approval of contract, and approval of City-controlled contingency.

BACKGROUND:

The work to be performed consists, in general, of pavement rehabilitation on South H Street from White Lane to Ming Avenue. Work shall include pavement reconstruction of the roadway. Other items include roadway excavation of the existing asphalt concrete, construction of new pavement using Hot Mix Asphalt (HMA) and Rubberized Hot Mix Asphalt (RHMA), installation of thermoplastic and green methyl methacrylate striping and markings, bike lanes, access ramps to meet current ADA standards, relocation of traffic signals within median, adjustment of manholes, monument encasements, and modification of existing median noses.

This project was reviewed and designed at the highest level of consistency with the City’s Complete Streets Policy.

Item No. 1. The Engineer’s Estimate for this project amounts to $3,780,000.00.

On June 5, 2025, the City received three (3) bids for this project. All three bids were deemed acceptable.

Those acceptable bids are as follows:

Griffith Company
1128 Carrier Parkway Avenue
Bakersfield, CA 93308
in the amount of $3,128,155.00
Bowman Asphalt, Inc.
3333 Gibson Street
Bakersfield, CA 93308
in the amount of $3,785,300.00
Granite Construction Company
3005 James Road
Bakersfield, CA 93308
in the amount of $4,265,158.00
Staff recommends acceptance of the bids and approval of the construction contract to the lowest responsive and responsible bidder, Griffith Company.

Item No. 2. Bakersfield Municipal Code section 3.20.105(E) authorizes Public Works Contract Amendments to be executed via Change Order, provided that Change Orders which exceed $10,000 must be approved by the City Council. Staff is requesting pre-approval of up to $300,000 for City-controlled contingency for unforeseen conditions encountered during construction of this project, to be executed via authorized Change Order(s). Any costs which exceed the City Council approved contingency, cumulative or otherwise, would require action and approval from the City Council. This City-controlled contingency will save staff time by not having to prepare multiple Council reports for individual routine change orders throughout the project, should they arise. All remaining contingency funds not used will be returned to the fund balance at the end of the project.

FISCAL IMPACT:

This project is fully funded through California Senate Bill 1 Local Streets and Roads Program (SB1) funds; therefore, there is no General Fund impact associated with the award of this project. There are sufficient funds for the award of this contract, contingencies, and construction engineering staff time.

COUNCIL GOAL:

Reliable Infrastructure
ATTACHMENTS:

Construction Project Agreement Griffith

ADMINISTRATIVE REPORT
MEETING DATE: June 25, 2025 AGENDA CATEGORY: Consent - Miscellaneous TO: Honorable Mayor and City Council
FROM: Zachary Meyer, Public Works Director
DATE: June 10, 2025
SUBJECT: Appropriate $2,350,000 Refuse Enterprise Fund Balance to the Public Works Department’s Operating Budget within the Refuse Enterprise Fund.

RECOMMENDATION:

Staff recommends approval appropriation
BACKGROUND:

The Solid Waste Division has reviewed current operating expenses and is projecting a shortfall of approximately $2,350,000 for the FY 2024-25 budget. To avoid exceeding year-end expenses, staff is requesting appropriation of additional funds from the Refuse Enterprise Fund Balance.

The justification for this request includes:
$1,900,000 – Mt. Vernon Organics Facility:

Over the past year, the volume of materials received and processed at this facility has increased, requiring the division to contract with outside haulers to remove mulch. This has significantly increased the outside services budget line item, necessitating additional appropriation to cover these unanticipated hauling expenses.

Additionally, rental equipment expenses have risen due to the necessity of renting a low-speed shredder to replace the facility’s trommel screen, which was damaged beyond repair in a fire in late 2023. Since then, staff have tested and rented several low-speed shredders and confirmed that this equipment processes material more efficiently, with higher production rates, reduced maintenance, and lower electricity consumption. A new low-speed shredder has been purchased and is scheduled for delivery later this year.

Furthermore, Fleet Division expenditure for internal vehicle use at this facility is projected to exceed the budgeted amount by approximately 5%. Part of this increase is attributable to the cost of offsite fueling for rental equipment.
$266,000 – Material Recovery Facility (MRF):

Based on current Fleet Division expenditure reports, this facility will exceed its budgeted allocation for internal vehicle rates by over 200%. The increase is primarily due to the acquisition of new equipment to support the MRF processing line and the continued need to rent equipment while awaiting delivery of replacement units for aging facility equipment.

Additional expenses have also been incurred in outside services for hauling non-recyclable materials and waste to the landfill.
$184,000 – Curbside/Recycling:

Current Fleet Division expenditure data indicates this account will exceed its budgeted internal vehicle rates by 22.57% for the fiscal year. This overage is the result of new equipment additions during the fiscal year while still having to rely on aging equipment to maintain uninterrupted customer service levels. Aging equipment requires more maintenance and repairs, which causes fleet costs to rise.

FISCAL IMPACT:

There is no General Fund impact with this request. Without this appropriation adjustment, the Public Works budget will not balance Fiscal Year 2024-2025.

COUNCIL GOAL:

Reliable Infrastructure
Economic Opportunity for All
ATTACHMENTS:

None

ADMINISTRATIVE REPORT
MEETING DATE: June 25, 2025 AGENDA CATEGORY: Consent - Miscellaneous TO: Honorable Mayor and City Council
FROM: Zachary Meyer, Public Works Director
DATE: June 25, 2025
SUBJECT: Appropriate $160,285 in various State Grants to the Public Works Solid Waste Division’s operating budget.
to fund the salary and operations for several community programs.

RECOMMENDATION:

Staff recommends approval of appropriations.

BACKGROUND:

This administrative report provides background for the items that make up the requested appropriation. $118,405 - Beverage Container Recycling City/County Payment Program Grant: This is an annual noncompetitive grant that with funding subject to availability. Awards are determined by an amount calculated by CalRecycle and are paid in advance after the award amount is determined. This grant supports operations for City’s curbside recycling program- as mandated by state law, specifically for beverage container recycling, and to “reach and maintain an 80 percent recycling rate for all California Refund Value beverage containers –aluminum, glass, plastic, and bi-metal.” $102,469 was awarded for FY 24/25 in addition to a supplemental award of $15,935.95 for a total of $118,404.95. $41,880 – Illegally Dumped Mattress Council Initiative: This grant is offered annually through the California Illegally Dumped Mattress Collection Initiative (IDMCI) and funds the collection of mattresses and box springs illegally abandoned in the public right-of-way by eligible participants. This grant provides reimbursement for the previous calendar year of a specified amount per each reported unit collected. The amount indicated was received in FY 2024-25 as reimbursement for the collection of 2,792 illegally dumped mattresses and box springs in 2024.

FISCAL IMPACT:

There is no General Fund impact with this request.

COUNCIL GOAL:

Innovative and Efficient City Government
ATTACHMENTS:

N/A

ADMINISTRATIVE REPORT
MEETING DATE: June 25, 2025 AGENDA CATEGORY: Consent - Miscellaneous TO: Honorable Mayor and City Council
FROM: Greg Terry, Chief of Police
DATE: June 13, 2025
SUBJECT: Appropriate $186,406 received from Kern County to the Police Operating budget within the general fund
for reimbursement of the Street Interdiction Team (SIT) for activities related to Assembly Bill 109.

RECOMMENDATION:

Staff recommends approval of the appropriation.

BACKGROUND:

In support of Assembly Bill 109 (Public Safety Realignment), the Kern County Community Corrections Partnership has provided funding to local law enforcement agencies to support crime suppression and offender monitoring strategies. The Bakersfield Police Department’s Street Interdiction Team (SIT) works in collaboration with the County to conduct targeted enforcement focused on high-risk offenders and known problem areas throughout the city.

The City of Bakersfield, through the Bakersfield Police Department, entered into an agreement with the County of Kern to participate in this countywide effort. This ongoing partnership includes reimbursement for overtime incurred by personnel assigned to the SIT operation during the 2024 calendar year.

FISCAL IMPACT:

The Police Department has received a total reimbursement of $225,653 in the current fiscal year from the County of Kern for SIT-related activities. Of this amount, $186,406 was not previously budgeted and must be appropriated to the Police Operating Budget within the General Fund. The remaining portion is already included in FY 2024-25 operating budget. This action ensures proper allocation of funds to cover overtime expenses already incurred. There is no net impact to the General Fund.

COUNCIL GOAL:

Safety and Resilience
ATTACHMENTS:

None

ADMINISTRATIVE REPORT
MEETING DATE: June 25, 2025 AGENDA CATEGORY: Consent - Miscellaneous TO: Honorable Mayor and City Council
FROM: Zachary Meyer, Public Works Director
DATE: May 30, 2025
SUBJECT: Appropriate $2,500,000 Equipment Fund Balance to the Public Works Department’s operating budget
within the Equipment Management Fund
RECOMMENDATION:

Staff recommends approval of the appropriation.

BACKGROUND:

An appropriation of $2,500,000 is needed to cover increases in several expenditure line items incurred for the City’s Fleet expensesfor the current Fiscal Year (FY). The budget shortfall can be contributed to several factors including increased costs for repair and maintenance, parts, and fuel. As Fleet continues to address the budget shortfall, these funds are necessary to maintain the quality and impact of our services. Despite our efforts to operate efficiently within our current budget, the need for additional resources has become essential to meet our objectives.
$2,000,000 – Repair & Maintenance and Outside Services: Staffing levels within the Fleet Division have recently improved, but vacancies continue to be high with high turnover. Fleet continues to rely on outsourced support to repair and maintain vehicles. Even though the majority of these contracted services were competitively bid, the cost for outsourced services reflect the industry’s high costs of doing business.

As the Fleet Division fills remaining mechanic vacancies, outsourced repair and maintenance may decrease slightly. Therefore, there are some offsetting costs between personnel and operations. An additional appropriation is needed to cover these additional expenses. $500,000 Fuel and Equipment Parts: An unexpected increase in fuel costs have led to a shortfall for FY 2025-26 budget and additional funds are needed in the fuel line item to cover the gap. Fleet continues to see impacts on the cost of parts and materials due to supply chain issues and a very competitive industry.

An additional appropriation is needed to cover these additional expenses.

FISCAL IMPACT:

This appropriation is offset by internal rental revenue charged to various departments based on actual costs incurred to repair, maintain, and operate fleet equipment. The equipment fund balance has sufficient funding to cover this appropriation.

COUNCIL GOAL:

Innovative and Efficient City Government
ATTACHMENTS:

None

ADMINISTRATIVE REPORT
MEETING DATE: June 25, 2025 AGENDA CATEGORY: Consent -Miscellaneous TO: Honorable Mayor and City Council
FROM: Zachary Meyer, Public Works Director
DATE: June 25, 2025
SUBJECT: Appropriate $1,715,565.22 Kern County Illegal Dumping Fund to the Public Works Department’s operating budget within the Refuse Enterprise Fund to fund the illegal dumping program.

RECOMMENDATION:

Staff recommends approval of the appropriation.

BACKGROUND:

On February 8, 2022, the City of Bakersfield entered into Agreement No. 070-2022 with the County of Kern, to provide illegal dumping services within City limits. County Ordinance G-009 was enacted in May of 2021 and provides for a portion of the Land Use Fees to be used expressly for illegal dumping resources.

Funding for this project is outlined in Agreement No. 070-2022; the County will provide an allocation each fiscal year for illegal dumping education, eradication, and enforcement.

Illegal dumping funds are utilized to support various illegal dumping activities that are one-time purchases and ongoing expenses. One-time purchases include downtown bin enclosures, Big Belly solar-compacting trash receptacles, bear-box trash receptacles, illegal dumping mobile and stationery cameras, and other supplies.

Ongoing annual costs reflect staple components of the illegal dumping program. These components include Clean City Initiative (CCI) cleaning crews, a portion of the illegal dumping enforcement officer salary, program vehicle operation and maintenance, staff time for bulky-item pop-up events, emergency on-call bulky-item clean ups, and Great American Clean-up supplies and advertisement.

In 2025, City was awarded $1,715,565.00 (ONE MILLION SEVEN HUNDRED FIFTEEN FIVE HUNDRED SIXTY FIVE DOLLARS) and is requesting allocation of those funds to the Public Works Department's Refuse Enterprise Fund to continue to support the illegal dumping program.

FISCAL IMPACT:

These funds are provided by the County of Kern to be utilized for illegal dumping programs and therefore, there is no impact to the General Fund.

COUNCIL GOAL:

Community Character & Quality of Life
ATTACHMENTS:

None

ADMINISTRATIVE REPORT
MEETING DATE: June 25, 2025 AGENDA CATEGORY: Consent – Miscellaneous TO: Honorable Mayor and City Council
FROM: Phillip Burns, Development Services Director
DATE: June 13, 2025
SUBJECT: Appropriate $100,000 CalAPP Grant to the Development Services Operating Budget within the General Fund
RECOMMENDATION:

Staff recommends approval of the appropriation
BACKGROUND:

On May 1, 2024, the City of Bakersfield (City) was awarded a $100,000 grant under the California Automated Permit Processing (CalAPP) Program.

The CalAPP Program, authorized under Senate Bill 129 (Skinner, Budget Act of 2021), provides funding to California cities and counties to support the implementation of automated, online solar permitting systems in compliance with Senate Bill 379. The objective is to streamline residential solar permitting, enhance code compliance, and accelerate permit issuance.

The City has successfully completed its CalAPP-funded project. The total grant amount of $100,000.00 was used as follows:
 $60,000.00 was paid to Symbium for the purchase and implementation of its online solar permitting platform.
 $40,000.00 was paid to Speridian Technologies for integration services to connect Symbium with the City’s Clariti permitting system.

This integrated solution is now fully operational and enhances the City’s ability to issue residential solar permits in real time, reduce administrative burden, and provide a more efficient, user-friendly process for applicants. The system helps ensure compliance with state regulations and supports the City’s longterm goals for sustainability and process modernization.

Although the project has been completed, appropriation of the grant funds into the current fiscal year budget (FY 2024–2025) is required for proper accounting and reimbursement purposes.

FISCAL IMPACT:

The request to appropriate State Grant funds leverages funding available to assist with this development streamlining efforts; therefore, no impact to the General Fund.

COUNCIL GOAL:

Economic Opportunity for All
Innovative and Efficient City Government
Safety and Resilience
Reliable Infrastructure
Community Character and Quality of Life
ATTACHMENTS:

CalAPP Award Agreement

STATE OF CALIFORNIA

GRANT AGREEMENT
CEC-146 (Revised 3/2019) CALIFORNIA ENERGY COMMISSION

RRECIPIENT AGREEMENT NUMBER
City of Bakersfield APP-23-024

ADDRESS AGREEMENT TERM
1715 Chester Ave
Bakersfield, CA 93301
05/01//2024 to 05/31/2027
The effective date of this Agreement is either the start date or the approval signature date by the California Energy Commission representative below, whichever is later. The California Energy Commission shall be the last party to sign. No work is authorized, nor shall any work begin, until on or after the effective date.

PROJECT DESCRIPTION
The parties agree to comply with the terms and conditions of the following Exhibits which are by this reference made a part of the agreement.

Exhibit A – Application with Scope of Work Page(s): 4
Exhibit B – APP General Terms and Conditions Page(s): 5 Exhibit C – Contact List Page(s): 1

REIMBURSABLE AMOUNT
$100,000

MINIMUM MATCH SHARE REQUIRED
$0

TOTAL OF REIMBURSABLE AMOUNT AND MINIMUM MATCH
$100,000
The undersigned parties have read the attachments to this agreement and will comply with the standards and requirements contained therein.

CALIFORNIA ENERGY COMMISSION CONTRACTOR AUTHORIZED SIGNATURE DATE AUTHORIZED SIGNATURE DATE

NAME NAME
Adrienne Winuk

TITLE TITLE
Contracts, Grants, and Loans Office Manager

CALIFORNIA ENERGY COMMISSION ADDRESS
715 P Street, MS 18, Sacramento, CA 95814
5/22/2024
Christopher Boyle
Development Services Director
5/22/2024
ATTACHMENT 01
Grant Application Form - EXHIBIT A
California Automated Permit Processing (CalAPP) Program r1:tf:it1'ii1'l81f t�JiNlf ::1iN��i'lttlltf Qrt�ijiEQIJi�EPl: t:1 Jurisdiction Name (please use full legal name as it would appear on the executed grant):

City of Bakersfield
Jurisdiction Type (select one):
�City Ocounty D City and County
Current Estimated Population State of California Degartment of Finance Demograghics (https://dof .ca.gov /forecasting/Demographics/):
0Less than 50,000 D From 100,000 to 200,000
( ii From 50,000 to 99,999 l><I Greater than 200,000
Project Manager Name Cassaundra Cetera
(serves as point
of contact for all Street Address 1715 Chester Ave
communications) City and Bakersfield, CA 93301
Zip Code
Phone Number (661) 326-3606
E-Mail Address [email protected]
D Group 1 ($40,000): Population less than 50,000
D Group 2 ($60,000): Population from 50,000 to 99,999
D Group 3 ($80,000): Population from 100,000 to 200,000 IX:I Group 4 ($100,000): Population greater than 200,000 May 2024 Page 1 of 4
CalAPP Attachment 01
APP-23-024
City of Bakersfield
A. Online, automated solar permitting platform to be adopted:

OsolarAPP+
1v1 Other (Symbium, in-house software, etc.). If selected, complete Section 4 (''Additional � Information'')
B. Please select allowable budget item(s) anticipated to be used (Select at least one):

IXI Ongoing in-house staff labor costs associated directly with adoption and maintenance of the platform
IXI Ongoing third-party or consultant time associated· directly with adoption and maintenance of the platform
IXI Ongoing staff training and education, specific to the platform IXI Ongoing training events for local installers, specific to the platform IXI Essential hardware or equipment necessary to support adoption of the platform
IXI Maintenance, such as adding support for energy storage paired with solar energy system permitting, and subscription cost for permit tracking software in support of adopted permitting platform
c. Estimated Project Timeline*
*Enter actual dates if activities already began
Activity Date (Month/Year)
Begin Development/Pilot 7/24
Full Adoption 9/24
Staff Training 8/24
Training for Local Installers 9/24
May 2024 Page 2 of 4
CalAPP Attachment 01
APP-23-024
City of Bakersfield
NOTE: Only complete this section if you implement a platform other than SolarAPP+ Please identify whether the following features are supported by the implemented platform. All features are required for the platform to qualify for funding. CEC staff will verify prior to payment approval.

Performs an automated plan review for residential solar energy systems that completes automatic code compliance checks based on user inputs (such as a contractor), thereby enabling or otherwise issuing permits instantly when the project is confirmed as code compliant, without the need for human review
Supports online, immediate fee payment once an application is complete, which may include auto-invoicing of permit fee costs Supports immediate generation of a permit job card following payment confirmation
Blocks noncompliant applications from receiving a permit EITHER: 1) Stand-alone permitting tool; OR 2) Integrates with current software and inspection platform already in use Following adoption and verification of a qualifying platform, the Energy Commission may request, and the Recipient will provide if requested, annual data on the number of permits issued for solar energy systems and a solar energy system paired with an energy storage system including relevant characteristics of those systems, such as system capacity.

Please indicate your acceptance of these terms.

May 2024 Page 3 of 4
calAPP Attachment 01
�Yes □ No
18)1Yes □ No
�Yes □ No
18:!Yes □ No
�Yes □ No
� Yes □ No
APP-23-024
City of Bakersfield

6. CERTIFICATION (REQUIRED)
• I am authorized to complete and sign this form on behalf of the applicant. • I authorize the California Energy Commission to make any inquiries necessary to verify the information presented in this application. • I have read and understand the terms and conditions contained in this solicitation. I accept the terms and conditions contained in this solicitation on behalf of the applicant, and the applicant is willing to enter into an agreement with the Energy Commission to conduct the proposed project according to the terms and conditions without negotiation.
• I certify under penalty of perjury under the laws of the State of California that the foregoing is true and correct.

Name of Authorized Christopher Boyle
Representative:

Title:

Phone Number:

E-mail Address:

Date:

Signature of
Authorized
Representative:

May 2024
Development Services Director
(661) 326-3754
[email protected]
5/1/2024
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NOTE: Do not overlap signature with surrounding border lines.

Page 4 of 4 ends

CalAPP Attachment 01
APP-23-024
City of Bakersfield
May 2024 Page 1 of 5 APP-23-024
City of Bakersfield
California Automated Permit Processing (CalAPP) Program ATTACHMENT 2 – Terms and Conditions
Added language appears in bold underlined font and deleted language appears in strikethrough and within square brackets.

1. Background and Authority for this Grant
California Senate Bill 129 (2021) included an appropriation to the California Energy Commission (CEC) to support a grant program for cities, counties, or cities and counties to establish online solar permitting.

2. Documents Incorporated by Reference and Priority
Incorporated by reference into this agreement are the following documents:

A. Grant Funding Opportunity (GFO) 21-402.

B. Recipient’s application to CalAPP.

As between and the incorporated documents and the remainder of this Agreement, the rest of this Agreement takes priority in case of a conflict.

3. Budget, Invoices, and Payments
a) The CEC is only obligated to reimburse the Recipient for paid costs that are (1) incurred during the Agreement Term; (2) invoiced within the required timeframes of this Agreement; (3) not more than this Agreement’s budget; and (4) reasonable, actual, and allowable expenses under this Agreement.
b) Recipient acknowledges that the funds under this Agreement have a liquidation date of June 30, 2027, a legal timeframe after which the CEC has no authority to pay the funds. In addition, it takes the CEC administrative time to review, approve, work with the Recipient to correct any errors in, and request the State Controller’s Office to pay invoices. Accordingly, Recipient acknowledges that if it does not submit accurate invoices by March 30, 2027, for all amounts due under the Agreement, it risks not receiving payment, and relinquishes all rights to such payments should the CEC not pay it by the liquidation date. Recipient acknowledges that time is of the essence in invoicing by March 30, 2027, for all amounts due under this Agreement.

The Recipient may request payment from the Energy Commission at any time during the term of this Agreement after successful adoption of a qualifying solar permitting platform as verified by the CEC, but no more frequently than monthly. Recipient must use the CAM provided template invoice spreadsheet. c) If invoicing for in-house staff time, the template invoice spreadsheet must identify the employee’s name, hours worked, and billing rate to be included as a reimbursable expense. d) Unallowable costs include:
• Software not related to the adoption of a qualifying online, automated permitting platform.

May 2024 Page 2 of 5 APP-23-024
City of Bakersfield
• Any costs incurred or activities conducted prior to entering into a grant agreement with the Energy Commission or incurred after the grant agreement has ended. • Typically excluded items such as food and beverages.
• Advertising costs.
• Fines and penalties.
• Permit processing fees charged by operator of an online platform. • All other costs not identified as allowable.
• Unreasonable amounts or rates.

4. Certification
By signing this Agreement, Recipient hereby certifies that all funds received pursuant to this Agreement shall be spent exclusively for its CalAPP project in compliance with this Agreement. The Recipient further certifies that it shall comply with all applicable laws in performing this Agreement.

5. Nondiscrimination Statement of Compliance
During the performance of this Agreement, the Recipient and its subcontractors will not unlawfully discriminate, harass, or allow harassment against any employee or applicant for employment because of sex, sexual orientation, race, color, ancestry, religious creed, national origin, physical disability (including HIV and AIDS), mental disability, medical condition, age, marital status, or denial of family care leave.

The Recipient and its subcontractors will ensure that the evaluation and treatment of their employees and applicants for employment are free from such discrimination and harassment.

The Recipient and its subcontractors shall comply with the provisions of the Fair Employment and Housing Act (Government Code Sections 12990 et seq.) and the applicable regulations promulgated thereunder (California Code of Regulations, Title 2, Section 11000 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 4.1 of Title 2 of the California Code of Regulations, are incorporated into this Agreement by reference and made a part of it as if set forth in full. The Recipient and its subcontractors will give written notice of their obligations under this section to labor organizations with which they have a collective bargaining or other Agreement.

The Recipient shall include the nondiscrimination and compliance provisions of this section in all subcontracts to perform work under this Agreement.

6. Drug-Free Workplace Certification
By signing this Agreement, the Recipient certifies under penalty of perjury under the laws of the State of California that it will comply and will ensure its subcontractors will comply with the requirements of the Drug-Free Workplace Act of 1990 (Government Code Section 8350 et seq.). In addition to any other rights and remedies available to the CEC, failure to comply with these requirements may result in suspension of payments under the Agreement or termination of the Agreement or both, and the Recipient may be ineligible for any future state awards if the CEC determines that any of the following May 2024 Page 3 of 5 APP-23-024
City of Bakersfield
has occurred: (1) the Recipient has made false certification, or (2) violates the certification by failing to carry out the requirements of the Act.
[By signing this Agreement, the Recipient certifies under penalty of perjury under the laws of the State of California that it will comply with the requirements of the Drug-Free Workplace Act of 1990 (Government Code Section 8350 et seq.) and will provide a drug-free workplace by taking the following actions:
1) Publish a statement notifying employees that unlawful manufacture, distribution, dispensation, possession, or use of a controlled substance is prohibited, and specifying actions to be taken against employees for violations as required by Government Code Section 8355(a). 2) Establish a Drug-Free Awareness Program as required by Government Code Section 8355(b) to inform employees about all of the following:

• The dangers of drug abuse in the workplace;
• The person’s or organization’s policy of maintaining a drug-free workplace; • Any available counseling, rehabilitation, and employee assistance programs; and • Penalties that may be imposed upon employees for drug abuse violations. 3) Provide, as required by Government Code Section 8355(c), that every employee who works on the proposed project:
• Will receive a copy of the company's drug-free policy statement; and • Will agree to abide by the terms of the company's statement as a condition of employment on the project. ]
In addition to any other rights and remedies available to the CEC, failure to comply with these requirements may result in suspension of payments under the Agreement or termination of the Agreement or both, and the Recipient may be ineligible for any future state awards if the CEC determines that any of the following has occurred: (1) the Recipient has made false certification, or (2) violates the certification by failing to carry out the requirements as noted above.

7. Americans With Disabilities Act
By signing this Agreement, the Recipient assures the CEC that it complies with the Americans with Disabilities Act (ADA) of 1990 (42 U.S.C. Section 12101, et seq.), which prohibits discrimination on the basis of disability, as well as applicable regulations and guidelines issued pursuant to the ADA.

8. Accounting and Audit
The Recipient will keep separate, complete, and correct accounting of the costs involved in completing the Agreement. The Recipient agrees that the CEC, the Bureau of State Audits, or their designated representative shall have the right to review and to copy any records and supporting documentation pertaining to the performance of this Agreement. The Recipient agrees to maintain such records for possible audit for a minimum of three (3) years after the Agreement ends in any way. The Recipient May 2024 Page 4 of 5 APP-23-024
City of Bakersfield
agrees to allow the auditor(s) access to such records during normal business hours and to allow interviews of any employees who might reasonably have information related to such records. Further, the Recipient agrees to include a similar right of the CEC, the Bureau of State Audits, or their designated representative, to audit records and interview staff in any subcontract related to performance of this Agreement. These rights and responsibilities are in addition to and not restrictive of those in Section 16.

Access to Sites and Records.

9. Public Works
The Recipient is responsible for complying with all applicable laws, which can include public works requirements under the Labor Code. Recipient acknowledges acceptance of Agreement funds may trigger public works laws (Labor Code Section 1720 et seq.), a requirement of which is to pay prevailing wages, applying to its entire project. If the project is public works then it is subject to compliance monitoring and enforcement by the Department of Industrial Relations. By signing this Agreement, Recipient certifies that it shall comply with all applicable Public Works laws and requirements.

10. Intellectual Property
As between the Recipient and the CEC, the Recipient owns all intellectual property it or its subcontractors create under this Agreement. The CEC has a no-cost, non-exclusive, transferable, irrevocable, royalty-free, worldwide, perpetual license to use, publish, translate, modify, and reproduce all intellectual property, such as the products identified in Section 2. above, for governmental purposes the Recipient or its subcontractors create under this agreement. The Recipient shall include a provision securing these rights for the CEC in all of its subcontractor agreements related to performance of this Agreement.

11. Amendment
No amendment or variation of this Agreement shall be valid unless made in writing and signed by both the Recipient and CEC.

12. Governing Law
This Agreement is governed by the laws of the State of California as to interpretation and performance.

13. Independent Capacity
In the performance of this Agreement, Recipient and its agents, subcontractors, and employees will act in an independent capacity and not as officers, employees, or agents of the CEC or the State of California.

14. Severability
If any provision of this Agreement is unenforceable or held to be unenforceable, all other provisions of this Agreement will remain in full force and effect.

15. Waiver
May 2024 Page 5 of 5 APP-23-024
City of Bakersfield
No waiver of any breach of this Agreement constitutes waiver of any other breach. All remedies in this Agreement will be taken and construed as cumulative, meaning in addition to every other remedy provided in the Agreement or by law.

16. Access to Sites and Records
The Recipient shall provide during the Agreement and for at least 3 years after the Agreement ends in any way to the CEC or its representatives reasonable access to all project sites and to all records related to this Agreement. These rights and responsibilities are in addition to and not restrictive of those in Section 8. Accounting and Audit.

17. Termination Without Cause
The CEC may terminate this Agreement without cause upon giving written notice to the Recipient. In this event, the Recipient will use all reasonable efforts to mitigate its expenses and obligations.

18. Third-Party Beneficiary
The Recipient shall in every subcontract under this Agreement include a provision indicating the CEC is a third-party beneficiary to the agreement.

19. Survival of Terms
The following terms survive this Agreement no matter how the agreement ends, such as by its own terms or via termination:
• 8. Accounting and Audit
• 9. Public Works
• 10. Intellectual Property
• 12. Governing Law
• 14. Severability
• 15. Waiver
• 16. Access to Sites and Records
• 18. Third-Party Beneficiary
Exhibit C

CONTACT LIST
May 2024 Page 1 of 1 APP-23-024
City of Bakersfield
California Energy Commission Recipient
Commission Agreement Manager:

Adam Van Winkle
California Energy Commission
715 P Street, MS-45
Sacramento, CA 95814
Phone: 916-891-9060
e-mail: [email protected]
Project Manager:

Cassaundra Cotera
Fiscal & Administrative Officer
1715 Chester Ave
Bakersfield, CA 93301
Phone: (661) 326-3606
e-mail: [email protected]
Confidential Deliverables/Products
California Energy Commission
Contracts, Grants, and Loans Officer
715 P Street MS-18
Sacramento, CA 95814
Administrator:

Phil Burns
Building Director
1715 Chester Ave
Bakersfield, CA 93301
Phone: (661) 326-3040
e-mail: [email protected]
Invoices, Progress Reports and NonConfidential Deliverables to:

California Energy Commission
Accounting Officer
715 P Street MS-2
Sacramento, CA 95814
Email PDF of Payment Request invoice
packet to: [email protected]
Accounting Officer:

Stephanie Sanchez
Accountant
1715 Chester Ave
Bakersfield, CA 93301
Phone: (661) 326-3670
e-mail: [email protected]
Legal Notices:

Tatyana Yakshina
Grants Manager
715 P Street 3rd floor MS-18
Sacramento, CA 95814
Phone: (916) 827-9294
e-mail: [email protected]
Recipient Legal Notices:

Christopher Boyle
Development Services Director
1715 Chester Ave
Bakersfield, CA 93301
Phone: (661) 326-3754
e-mail: [email protected]

ADMINISTRATIVE REPORT
MEETING DATE: June 25, 2025 AGENDA CATEGORY: Consent - Miscellaneous TO: Honorable Mayor and City Council
FROM: Zachary Meyer, Public Works Director
DATE: June 13, 2025
SUBJECT: Class I Bike Path Along County Dump Rd Appropriation Appropriate $28,512 in State Transportation Development Act (TDA) Article 3 funds to the Public Works Department’s Capital Improvement Program budget within the Transportation Development Act Article 3 Fund for said project (Ward 3)
RECOMMENDATION:

Staff recommends the appropriation of funds.

BACKGROUND:

This project added a Class I bike path along County Dump Road between Fairfax Road and Paladino Drive.

The Bike Path has eliminated gaps in the bike network and provided a safe and accessible bike path for all users. The existing facility was a road with limited striping, shoulders, and signs that presented a danger to cyclists. The constructed bike path provided new pavement, striping, and pavement markings.

Construction of the bike path and parking area was completed in September of 2023. Staff believed the project to be complete and did not carryover the remaining TDA funds to the FY24/25 Budget. Staff was notified by Kern Council of Government staff that the project was not acceptable as a Class I bike path due to the absence of a gate to prevent vehicle use.

To fund the installation of the gate, staff is requesting to appropriate the required funds at this time. Staff is recommending the funding be appropriated and placed in the project fund (T2K323) FISCAL IMPACT:

This project (T2K323) is funded through the Transportation Development Act Article 3 program with no required match with local funds. Therefore, no impact to the General Funds.

COUNCIL GOAL:

Reliable Infrastructure
Innovative and Efficient City Government
ATTACHMENTS:

None

ADMINISTRATIVE REPORT
MEETING DATE: June 25, 2025 AGENDA CATEGORY: Consent - Miscellaneous TO: Honorable Mayor and City Council
FROM: Jennifer M. Byers, Economic and Community Development Director DATE: June 2, 2025
SUBJECT: Implementation of the Transformative Climate Communities Grant Program (Southeast Strong)

1. Appropriate $17,143,688 Transformative Climate Communities State Grant Revenue to the Transformative Climate Communities Fund in the Economic and Community Development Department Operating Budget

2. Appropriate $3,606,931 Transformative Climate Communities State Grant Revenue to the Transformative Climate Communities Fund in the Public Works Capital Improvement Budget (Ward 2)
RECOMMENDATION:

Staff recommends approval of the appropriation of funds.

BACKGROUND:

On July 12, 2023, the Bakersfield City Council adopted Resolution No. 104-2023, approving and accepting the grant proposal and authorizing the City Manager to execute the grant agreement, along with any related programs or supplemental agreements, as necessary to access the grant funds and carry out the projects and programs included in the grant application.

On December 14, 2023, the City of Bakersfield was notified it was one of four grantees to be awarded $22,125,000 in implementation funding under the fifth round of the Transformative Climate Communities (TCC) Program funds.

On March 10, 2025, the City entered into Agreement No. SGC23129 from the Strategic Growth Council (SGC) in the Governor’s Office of Land Use and Climate Innovation for $22,125,000 in funding under the Transformative Climate Communities (TCC) Program funds. As part of the TCC grant process, the City and its project partners have strategized specific projects and programs that require funding allocation to proceed with implementation. The projects and programs recommended for appropriation are as follows:

Capital Project(s)/Program(s) Costs
Community Engagement Plan $1,321,459
Displacement Avoidance Plan $825,850
Workforce Development and Economic Opportunity Plan $1,306,975 Indicator Tracking $798,250
Bakersfield Senior Center Mixed-Use Project $7,055,930
Low-Income Energy Efficiency Program $4,630,006
Revitalizing Neighborhoods Revitalization Program $476,314 MLK CommUNITY Garden Initiative $728,904
Therefore, in order to implement the TCC grant implementation funds, staff recommend appropriating $17,143,688 Transformative Climate Communities State Grant Revenue to the Transformative Climate Communities (TCC) Fund in the Economic and Community Development Department Operating Budget and appropriate $3,606,931 to the Transformative Climate Communities Fund in the Public Works Capital Improvement Budget to support the infrastructure-related project activities with the grant.

On October 23, 2024, City Council appropriated $1,374,381 to the Economic & Community Development (ECD) Administrative Operating Budget to support costs associated with staffing and administering the grant program.

FISCAL IMPACT:

No fiscal impact on the General Fund.

COUNCIL GOAL:

Economic Opportunity for All
Community Character & Quality of Life
Reliable Infrastructure
WARD: 2
ATTACHMENT:

Agreement Contract SGC23129

2. The term of this Agreement is:

Docusign Envelope ID: 7C4A79E1-08C6-4BFD-9B10-D35BE9F5C3DB 3/7/2025
Docusign Envelope ID: 3DE91B7B-2452-4911-8163-752A8FE1B5BC 3/10/2025

IMPLEMENTATION GRANT AGREEMENT
Round 5 FY 2022-2023
Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 5 Grant Number: SGC23129, CITY OF BAKERSFIELD
Contents
EXHIBIT A – SCOPE OF WORK..................................................................................... 1 PART 1 – Recitals ....................................................................................................... 1 PART 2 – General Terms and Conditions...................................................................... 3

1. Definitions...................................................................................................... 3

2. Incorporation.................................................................................................. 5

3. Grant Term ..................................................................................................... 5

4. Authorized Signatories..................................................................................... 6

5. Partners and Subcontractors ........................................................................... 6

6. Assignment .................................................................................................... 7

7. Document Submission.................................................................................... 7

8. Timeliness ...................................................................................................... 8

9. Amendments and Modifications....................................................................... 8

10. Conditions for Beginning Work ......................................................................... 9

11. Reporting Requirements................................................................................12

12. Evaluation and Indicator Tracking Reporting....................................................13

13. Payment Provisions.......................................................................................13

14. Invoicing.......................................................................................................18

15. Leverage Funding ..........................................................................................20

16. Stand-alone Leverage Projects.......................................................................21

17. Work Outside the Project Area .......................................................................21

18. Repayment of Funds .....................................................................................21

19. Availability of Funds ......................................................................................22

20. Revenue .......................................................................................................22

21. Monitoring and Oversight...............................................................................22

22. Recordkeeping..............................................................................................22

23. Records........................................................................................................23

24. Audit and Record Retention ...........................................................................23

25. Compliance..................................................................................................24

26. Insurance .....................................................................................................24 Docusign Envelope ID: 7C4A79E1-08C6-4BFD-9B10-D35BE9F5C3DB Docusign Envelope ID: 3DE91B7B-2452-4911-8163-752A8FE1B5BC

27. Computer Software.......................................................................................25

28. Personally Identifiable Information................................................................. 25

29. Ownership....................................................................................................26

30. Non-Performance .........................................................................................28

31. Disputes.......................................................................................................29

32. Stop Work Order ...........................................................................................30

33. Health Impacts .............................................................................................31

34. Termination for Convenience .........................................................................31

35. Governing Law and Venue..............................................................................32

36. Grantee Independence/Not an Agent of the State............................................32

37. Indemnification.............................................................................................32

38. Waiver..........................................................................................................32

39. No Third-Party Beneficiaries...........................................................................33

40. Force Majeure...............................................................................................33

41. Expatriate Corporations.................................................................................33

42. Corporation Qualified to do Business in California ..........................................33

43. Certificate of Compliance with Russia Sanctions ............................................33

44. Self-Dealing and Arm’s Length Transactions ...................................................34

45. Relocation....................................................................................................34

46. Americans with Disabilities Act......................................................................34

47. Non-discrimination Clause............................................................................34

48. Drug-Free Workplace Certification ................................................................. 35

49. Child Support Compliance Act.......................................................................35

50. Environmental Justice ...................................................................................35

51. Union Organizing...........................................................................................36

52. Prevailing Wages and Labor Compliance ........................................................36

53. Publicity .......................................................................................................37

54. Right to Publish.............................................................................................38

55. Copyrights ....................................................................................................39

56. Recycled Contents Products..........................................................................40 Docusign Envelope ID: 7C4A79E1-08C6-4BFD-9B10-D35BE9F5C3DB Docusign Envelope ID: 3DE91B7B-2452-4911-8163-752A8FE1B5BC

57. Severability...................................................................................................40

58. Terms that Survive Grant Agreement...............................................................40 EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES ..........................................41 Total Awarded Grant Funds ......................................................................................41 Total Leverage Funds ...............................................................................................41 Summary Budget.....................................................................................................41 Budget and Schedule of Deliverables for Grantee ......................................................43 Budget and Schedule of Deliverables for Funded Projects..........................................45 Project 1.1 – Bakersfield Senior Center Mixed-Use Project.......................................45 Project 1.2 – Housing Related Infrastructure – Community Garden...........................55 Project 1.3 – Housing Related Infrastructure – Community Garden...........................57 Project 1.4 – Sustainable Transportation Infrastructure ...........................................59 Project 1.5 – Sustainable Transportation Infrastructure ...........................................61 Project 2 – Low-Income Energy Efficiency Program..................................................62 Project 3 - Rebuilding Neighborhoods Revitalization Project ....................................67 Project 4 – MLK CommUNITY Initiative Garden........................................................71 Project 5 – MLK Boulevard Corridor Improvements – Active Transportation...............75 Project 6 – MLK Boulevard Corridor Improvements – Urban Greening .......................77 Budget and Schedule of Deliverables for Transformative Plans...................................79 Community Engagement Plan ...............................................................................79 Workforce Development and Economic Opportunities Plan ....................................84 Displacement Avoidance Plan...............................................................................94 Indicator Tracking Plan..........................................................................................98 Budget and Schedule of Deliverables for Stand-alone Leverage Projects...................101 EXHIBIT C – SPECIAL TERMS AND CONDITIONS ......................................................103 PART 1 – Transformative Requirements ...................................................................103

1. Community Engagement ............................................................................. 103

2. Displacement Avoidance............................................................................. 103

3. Workforce Development and Economic Opportunities .................................. 103

4. Climate Adaptation and Resilience............................................................... 104 Docusign Envelope ID: 7C4A79E1-08C6-4BFD-9B10-D35BE9F5C3DB Docusign Envelope ID: 3DE91B7B-2452-4911-8163-752A8FE1B5BC

5. Indicator Tracking and Reporting .................................................................. 104 Part 2 – Project-Specific Terms and Conditions .......................................................106

1. Equitable Housing and Neighborhood Development...................................... 106

2. Active Transportation .................................................................................. 108

3. Transit and Rail Access................................................................................ 109

4. Car Sharing and Mobility Enhancement ........................................................ 111

5. Solar Installation, Energy Efficiency and Appliance Electrification .................. 114

6. Water Efficiency.......................................................................................... 121

7. Urban Greening and Green Infrastructure ..................................................... 122

8. Health Equity and Well-Being....................................................................... 124

9. Indoor Air Quality ........................................................................................ 127 EXHIBIT D – Attachments .......................................................................................128 Attachment D-1: TCC Project Area Map ..................................................................129 Attachment D-2: Transformative Plan Summary ......................................................131 Attachment D-3: Invoicing and Reporting Templates................................................146 Attachment D-4: Reporting Schedule......................................................................159 Attachment D-5: Indicator Tracking Tables..............................................................162 Attachment D-6: Authorized Signatory Template......................................................170 Attachment D-7: CalFire Urban Greening Standards ................................................171 Attachment D-8: TCC Grantee Publicity Guidelines .................................................181 Attachment D-9: TCC Partnership Agreement..........................................................188 Attachment D-10: Certificate of Compliance with Russian Sanctions .......................226 Docusign Envelope ID: 7C4A79E1-08C6-4BFD-9B10-D35BE9F5C3DB Docusign Envelope ID: 3DE91B7B-2452-4911-8163-752A8FE1B5BC

Page 1 ends

EXHIBIT A – SCOPE OF WORK Part 1 – Recitals
EXHIBIT A – SCOPE OF WORK
PART 1 – Recitals
WHEREAS, the purpose of this document is to memorialize the terms and conditions related to the California Strategic Growth Council’s award of grant funds to the City of Bakersfield, the Grantee;
WHEREAS, the authority for this Implementation Grant Agreement is the Transformative Climate Communities (TCC) Program statute (Public Resources Code, Sections 75240 – 75243) and the TCC Program Guidelines, as approved for release on February 28, 2023;
WHEREAS, the TCC Project that is the subject of this Implementation Grant Agreement was approved by the Strategic Growth Council on December 15, 2023; WHEREAS, the Implementation Grant Agreement will be between the Strategic Growth Council and Grantee;
WHEREAS, the Strategic Growth Council will grant to Grantee, pursuant to the above authorization, a sum not to exceed TWENTY-TWO MILLION, ONE HUNDRED TWENTYFIVE THOUSAND Dollars and ZERO Cents ($ 22,125,000.00), upon and subject to the terms of this Implementation Grant Agreement and consistent with the terms of the TCC Program Guidelines;
WHEREAS, AB 2722 requires that projects maximize climate, public health, environmental, workforce, and economic benefits;
WHEREAS, AB 2722 requires that projects avoid economic displacement of lowincome disadvantaged community residents and businesses; WHEREAS, AB 2722 requires that projects demonstrate community engagement in all phases;
WHEREAS, the Strategic Growth Council requires the TCC Project to implement strategies that increase the climate resilience of vulnerable populations and proposed infrastructure in the TCC Project Area;
WHEREAS, the Strategic Growth Council requires projects to comply with monitoring and reporting requirements for greenhouse gas emissions reductions, co-benefits, and outcome indicators, as defined by the Strategic Growth Council and California Air Resources Board; and
WHEREAS, Grantee agrees to implement the entirety of the Budget and Schedule of Deliverables attached to this Grant Agreement in Exhibit B.

Now therefore, as evidenced by the parties foregoing execution of the Grant Agreement, and in consideration of the mutual covenants, terms and conditions set forth herein, the Docusign Envelope ID: 7C4A79E1-08C6-4BFD-9B10-D35BE9F5C3DB Docusign Envelope ID: 3DE91B7B-2452-4911-8163-752A8FE1B5BC

Page 2 ends

EXHIBIT A – SCOPE OF WORK Part 1 – Recitals
Parties agree that all funds awarded pursuant to this Grant Agreement are to be used as set forth below in this exhibit, and as may be set forth in the remaining exhibits incorporated into this Grant Agreement.

Docusign Envelope ID: 7C4A79E1-08C6-4BFD-9B10-D35BE9F5C3DB Docusign Envelope ID: 3DE91B7B-2452-4911-8163-752A8FE1B5BC

Page 3 ends

EXHIBIT A - SCOPE OF WORK Part 2 – General Terms and Conditions PART 2 – General Terms and Conditions

1. Definitions
i. “AHSC” – The Affordable Housing and Sustainable Communities Program of the California Strategic Growth Council, incorporated into the TCC Equitable Housing and Neighborhood Development Strategy
ii. “Application or Proposal” – Submittal comprised of responses and supporting documents to apply for the TCC Implementation Grant
iii. “Grant Agreement”– Refers to this Implementation Grant Agreement and all attachments and appendices
iv. “TCC Guidelines” – TCC Program Guidelines adopted on February 28, 2023 v. “AHSC Guidelines” – The AHSC Round 7 Final Guidelines adopted December 15, 2022
vi. “Project Area” – Area boundary for the TCC Project, as identified in Attachment D1. Refers to the boundary for Implementation Grants. A contiguous area that meets the requirements of Section 6.4 (Project Area Eligibility) of the TCC Guidelines. vii. “TCC Partnership Agreement” – Agreement between Grantee and their Partners that outlines the responsibilities of each of the parties to the agreement. This is required of all members of the Collaborative Stakeholder Structure. viii. “TCC Program” – The Transformative Climate Communities Program ix. “TCC Project” – Project, comprised of the TCC Project Components defined below, that will be implemented through this Grant Agreement
x. “TCC Strategies” – Strategies that reduce GHG emissions and achieve additional public health, environmental and economic benefits, as described in Appendix B of the TCC Guidelines. The TCC Project and Stand-alone Leverage Projects must collectively implement Projects from at least three (3) TCC Strategies. xi. “TCC Project Components” – Components included in the TCC Project, as described in Exhibit B and therefore subject to this Grant Agreement:
a. “Projects” – Projects that will be implemented with TCC grant funds through this Grant Agreement, and that are compliant with the TCC Strategies and Fundable Elements listed in Appendix D of the TCC Guidelines. (i) Quantifiable Projects – Projects that have elements with approved GHG quantification methodologies. The TCC Project must implement at least one (1) Quantifiable Project.

Docusign Envelope ID: 7C4A79E1-08C6-4BFD-9B10-D35BE9F5C3DB Docusign Envelope ID: 3DE91B7B-2452-4911-8163-752A8FE1B5BC

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EXHIBIT A - SCOPE OF WORK Part 2 – General Terms and Conditions (ii) Non-quantifiable Projects – Projects that do not have elements with approved GHG quantification methodologies, but are still eligible for grant funds.
b. “Stand-alone Leverage Projects” – Projects that will be implemented with leverage funding that are integrated into the overall TCC Proposal, and were initiated in anticipation of applying for the TCC Program, or contingent upon the TCC award.
c. “Transformative Plans” – The three (3) transformative plans include:

Community Engagement, Displacement Avoidance, and Workforce Development and Economic Opportunities.
xii. Time Periods within the Grant Term: Grant terms include two components: a Project Completion Period that may last up to four (4) years, and a Performance Period that may last up to seven (7) months, during which project outcomes will be monitored.
a. “Project Completion Period”
(i) Begins the date that both Parties have signed the Grant Agreement and lasts up to four (4) years, unless otherwise amended.
(ii) All TCC Project Components, including Indicator Tracking and Stand-Alone Leverage Projects, must be completed during the Project Completion Period.
b. “Performance Period”
(i) The intent of the Performance Period is to provide a buffer time for Projects that are completed prior to the end of the grant term to report on required indicators and request for reimbursement for the activities associated with Indicator Tracking. In some cases, the Performance Period and the Project Completion Period may overlap.
(ii) Applies to Quantifiable and Non-Quantifiable Projects and Transformative Plans
(iii) Begins immediately after each Quantifiable or Non-Quantifiable Project or Transformative Plan is completed or seven (7) months before the end of the grant term, whichever is sooner.
(iv) Will extend no longer than March 31st, 2029.
xiii. Entities involved in the grant implementation process:
a. “DOC” – Department of Conservation; provides implementation and administrative support to SGC and serves as the Grantee’s main point of contact
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EXHIBIT A - SCOPE OF WORK Part 2 – General Terms and Conditions b. “Evaluation Technical Assistance” – The TCC grant-funded program evaluation Partner responsible for developing Grantee’s Indicator Tracking Plans and comprehensively assessing the impact and benefits of the TCC Program. c. “Grantee” – Entity responsible for leading the implementation of the TCC Project; identified as Lead Applicant in the Application, and that has an agreement for grant funding with the State.
d. "Lead Entity" – Entity leading the implementation of each TCC Project Component; must be Grantee or a Partner
e. “Leverage Partner” – A Partner that is not receiving funds from SGC but is implementing a Stand-alone Leverage Project and is required to meet leverage funding requirements of the TCC program.
f. Supporting Entity – Entity included in the application that supports the Lead Entity in completion of the project or transformative plan as a subcontractor. g. “GO-LCI” – Governor’s Office of Land Use and Climate Innovation h. “Parties” – SGC and Grantee, collectively
i. “Partners” – Entities other than the Grantee that enter into a partnership with the grantee to support the implementation of the TCC Project; identified as Lead Entity or Supporting Entity
j. “SGC” – The California Strategic Growth Council
k. “State” – Any state agency with an oversight role over the funding or TCC Project l. “Subcontractors” – Third-party entities hired by either Grantee or a Partner m. “TCC Grant Manager” – Day-to-day point of contact during the grant term

2. Incorporation
The TCC and AHSC Guidelines and all the attachments to this Grant Agreement are hereby incorporated by reference into this Grant Agreement as though set forth in full in this Grant Agreement. As described in the TCC Guidelines, Equitable Housing and Neighborhood Development Projects must conform to requirements of the AHSC Guidelines.

The performance of this grant must be conducted in accordance with the following order of precedence: the enabling legislation for the TCC Program, Grant Agreement, TCC Guidelines, and AHSC Guidelines.

3. Grant Term
The grant term will commence on the date that both Parties have signed the Grant Agreement. SGC will notify Grantee when work may begin. During the Performance Period, project outcomes will be monitored. The Project Completion Period ends four Docusign Envelope ID: 7C4A79E1-08C6-4BFD-9B10-D35BE9F5C3DB Docusign Envelope ID: 3DE91B7B-2452-4911-8163-752A8FE1B5BC

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EXHIBIT A - SCOPE OF WORK Part 2 – General Terms and Conditions (4) years after execution of the Grant Agreement. The Performance Period begins immediately after each Quantifiable or Non-Quantifiable Project or Transformative Plan is completed, or seven (7) months prior to the end of the grant term, whichever is sooner, and lasts for up to seven months to allow the Grantee to collect and report data on projects and plans and to develop final reports.

Grantee must demonstrate that the community benefits described in the Community Engagement and Displacement Avoidance Plans will continue for the entirety of the Project Completion Period.

Grantee’s obligations under this Grant Agreement will only be discharged once all terms of this Grant Agreement are fulfilled.

4. Authorized Signatories
The SGC Executive Director or designee is authorized to sign this Grant Agreement and related documents on behalf of SGC. SGC staff will notify Grantee of the day-to-day point of contact (“TCC Grant Manager”) once the grant is executed.

At the time of grant execution, Grantee will submit a letter that identifies the individual who is authorized to sign this Grant Agreement and TCC Project deliverables and related documents on behalf of Grantee. The letter must also identify any additional Authorized Designees as well as Grantee’s day-to-day grant manager. Use the template provided in Exhibit D (Attachment D-6).

If the Authorized Signatory or Authorized Designee is unable to sign a deliverable or related document on behalf of Grantee, Grantee must submit an updated letter signed by the Authorized Signatory designating another individual to sign in their place. If the Authorized Signatory or Authorized Designee are funded through this Grant Agreement, Grantee must designate a different individual to sign the invoices.

Grantees must keep Authorized Signatory letters up to date and submit changes through email to the TCC Grant Manager at the subsequent reporting due date.

Authorized Signatory letters will be kept on file with SGC for up to four (4) years after the grant term ends.

5. Partners and Subcontractors
SGC’s contractual relationship is with Grantee, and not any of their Partners or Subcontractors.
i. Grantee's contractual relationship with its Partners is defined by the TCC Partnership Agreement (Attachment D-9) and other documents as determined by Grantee and subject to SGC written approval, which outline the reimbursement process among Grantee, Partners, and Subcontractors. Grantee’s obligation to pay its Partners and Subcontractors is an independent obligation from SGC’s obligation to pay Grantee.

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EXHIBIT A - SCOPE OF WORK Part 2 – General Terms and Conditions ii. Grantee must abide by the TCC Partnership Agreement. This includes abiding by the processes defined within the TCC Partnership Agreement, including, but not limited to the legal and financial considerations, transparent decision-making processes, meeting facilitation procedures, and processes for involving community representatives in decision-making.
iii. Grantee is entitled to make use of its own staff, Partners, and Subcontractors, as identified in the TCC Partnership Agreement and the Budget and Schedule of Deliverables, and will comply with its own competitive bidding and sole sourcing requirements for subcontracts that arise out of or in connection with this Grant Agreement. If Grantee requests to modify or amend the TCC Partnership Agreement:
a. Grantee must provide SGC with copies showing such changes within fifteen (15) working days.
b. Grantee must adhere to the amendments and modifications requirements of this Grant Agreement (Exhibit A, Part 2, Section 9), if applicable. iv. Grantee must manage, monitor, and accept responsibility for the performance of its own staff, Partners, and Subcontractors, and will conduct project activities and services consistent with professional standards for the industry and type of work being performed under this Grant Agreement.
v. Grantee must notify SGC if Grantee, Partners, or Subcontractors are revoked, disbarred, suspended, proposed for disbarment, declared ineligible, or voluntarily excluded from the TCC Project.

Nothing contained in this Grant Agreement or otherwise will create any contractual relation between SGC and any Partners or Subcontractors, and no subcontract will relieve Grantee of its responsibilities and obligations under the terms of this Grant Agreement. Grantee agrees to be fully responsible to SGC for the acts and omissions of its Partners, Subcontractors, and of persons either directly or indirectly employed by them.

6. Assignment
This Grant Agreement is not assignable by Grantee, either in whole or in part, without the consent of SGC in the form of a formal written amendment of this Grant Agreement.

7. Document Submission
All documents must be submitted through the SGC provided online submission platform. Upon submission, the Grantee must notify their designated TCC Grant Manager through email.

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EXHIBIT A - SCOPE OF WORK Part 2 – General Terms and Conditions

8. Timeliness
Time is of the essence in this Grant Agreement. The SGC and Grantee will work collaboratively to ensure this Grant Agreement is administered in a timely fashion.

9. Amendments and Modifications
Any modification or amendment of the terms of this Grant Agreement must be within the intent of the TCC Program. Requests to increase the overall grant amount or to significantly alter the deliverables of the TCC Program will not be approved because of the competitive nature of the process that resulted in the award of this Grant Agreement. Modification and amendment requests will be considered at the sole discretion of SGC.
i. Modifications are minor changes to the Grant Agreement. Modification requests must be submitted in writing to SGC at least thirty (30) calendar days prior to when the modification will take effect. Examples of actions that require a modification include but are not limited to changes in the:
a. Grantee's Authorized Signatories and Subcontractors
b. Budget and Schedule of Deliverables
(i) Task descriptions (i.e. details regarding methods used to achieve deliverables)
(ii) Reallocating up to 10 percent (10%) of a task’s funds to another task within the same project or plan. Cumulative changes of up to 10% of a task budget are allowed before an amendment is required.
(iii) Adjusting deliverable due dates within the grant term, except for readiness due dates
ii. Amendments are material changes to the Grant Agreement. Amendment requests must be submitted in writing to SGC at least sixty (60) calendar days prior to when the amendment will take effect. New amendment requests from Grantee will not be considered less than three (3) months prior to the end of the Project Completion Period. Examples of actions that require an amendment include but are not limited to changes in the:
a. Partners or terms in the TCC Partnership Agreement
b. Budget and Schedule of Deliverables
(i) Elimination or alteration in deliverables
(ii) Reallocation of more than ten percent (10%) of a task budget to another task (iii) Reallocation of funds to a different project or plan Changes to readiness due dates.

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EXHIBIT A - SCOPE OF WORK Part 2 – General Terms and Conditions iii. Process for Modification and Amendment Requests:
a. TCC will only process Modifications or Amendments once per grant year, unless mission critical changes are needed. As each request may take some time and correspondence to review and resolve, there will be windows of time for submission, review, and processing as follows:
(i) Submit Requests: July – November
(ii) Review and Correspondence: July – December
(iii) Final Processing and Execution: November – January b. Modification and amendment requests will be made in writing using the templates provided by SGC. No oral understanding or agreement not incorporated in the Grant Agreement as a fully executed amendment is binding on any of the Parties. Any request for a modification or amendment must explain the purpose of the request, how the request is consistent with the TCC Guidelines and intent of the TCC Program, and the effect of not approving the request. All requests must include supporting documentation to validate the request. TCC Program staff may bring proposed Grant Agreement amendments to the Strategic Growth Council for approval.
c. SGC will respond to the modification or amendment request within ten (10) working days. SGC’s response to Grantee may include additional questions.

SGC may require additional time to make a determination (i.e., approval or denial) about the request. SGC will consider requests for expedited review. d. Effective Date of Modification or Amendment:
(i) If SGC approves the modification request in writing, the modification may take effect immediately.
(ii) If SGC approves the amendment request, SGC will notify Grantee and prepare amendment documents for Grantee within another ten (10) working days, or as soon as feasible.
(iii) If SGC rejects the request in writing, Grantee may file a Dispute (Part 2, Section 31).
e. SGC has the sole discretion to determine what changes to the Grant Agreement constitute “Modifications” or “Amendments.” All requests, including reallocation of grant funds between Projects and/or Transformative Plan, will be determined to be either a modification or an amendment on a case-by-case basis by SGC in a manner consistent with this section.

10.Conditions for Beginning Work
i. Readiness Requirements
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EXHIBIT A - SCOPE OF WORK Part 2 – General Terms and Conditions a. Grantee may begin work on all Transformative Plans (Community Engagement, Workforce Development, and Displacement Avoidance) upon grant execution.

Grantee Costs may also be spent upon grant execution.
b. Conditions for Beginning Work apply to all Quantifiable and Non-Quantifiable Projects. Grantee must ensure the Lead Entity of each Project demonstrates readiness prior to expending any direct project costs.
c. Pre-development, project management, and associated Indirect costs can be spent prior to achieving readiness.
d. Readiness requirements include CEQA documentation, site control, permits, project maps and designs, project schedules, operations and maintenance plans, and other Strategy-specific requirements. Readiness requirements must be complete prior to beginning project implementation.
e. Lead Entities must demonstrate readiness within the first year of the grant term, in accordance with the requirements outlined for each Strategy in Appendix B of the TCC Guidelines. Readiness will be assessed and approved independently for each individual Project.
f. SGC has sole discretion to determine when the Lead Entity has demonstrated readiness for each Project. Lead Entity may only expend direct project costs for each Project under this Grant Agreement once Grantee receives written notice from SGC.
g. SGC will provide written notice regarding the readiness status of each Project in a Readiness Memo. The Readiness Memo will be updated as the Grantee submits additional readiness documentation.
ii. Failure to meet Readiness Requirements
a. Projects that do not meet the readiness requirements within the first year of the grant agreement will be deemed to be infeasible and ineligible for reimbursement, unless SGC gives written approval to extend the timeline to meet the readiness requirements.
b. Funds from any projects deemed infeasible and ineligible for reimbursement cannot be allocated to new projects. Reallocation of funds, if any, to other projects included in the original Application will be subject to the Modification and Amendment procedures outlined above.
iii. Special Readiness Requirements
a. For Projects with multiple project sites that will be secured during the Project Completion Period, including Projects with residential participation such as tree planting or solar installations, the following readiness requirements will apply:
(i) Lead Entity does not need to demonstrate site control and compliance on all project sites prior to expending any direct project costs. Lead Entity must Docusign Envelope ID: 7C4A79E1-08C6-4BFD-9B10-D35BE9F5C3DB Docusign Envelope ID: 3DE91B7B-2452-4911-8163-752A8FE1B5BC

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EXHIBIT A - SCOPE OF WORK Part 2 – General Terms and Conditions still achieve all other readiness requirements in accordance with Appendix B of the TCC Guidelines prior to expending any direct project costs. (ii) Lead Entity must have site control and compliance on a project site from the appropriate governing agency or private property owner prior to beginning work on a project site.
(iii) Lead Entity must demonstrate site control and compliance with all applicable laws in order for SGC to reimburse Grantee for the work on a project site.
b. For Car Sharing and Mobility Enhancement projects, Grantee must ensure the Lead Entity identifies all project sites and develops a plan to establish site control and satisfy all readiness requirements. These projects are subject to the readiness and compliance requirements for ‘projects with multiple project sites’. Lead Entity must submit a site plan that includes contingency plans for each site that has not yet obtained site control.
iv. CEQA Clarification
This section outlines acceptable documentation for demonstrating CEQA completion, one of the primary readiness requirements for and conditions for beginning work on Projects under the TCC implementation grant. a. Required Documentation for projects that are categorically or statutorily exempt
(i) A CEQA Notice of Exemption (NOE) that has been approved by the appropriate body pursuant to their obligations under CEQA; OR (ii) Documentation that the project is CEQA compliant, including but not limited to:

1. A resolution adopted by the legislative body (e.g., City Council, Board of Supervisors) confirming a project’s exemption. If a resolution or similar mechanism is not available or does not exist, meeting minutes documenting the legislative body’s consideration and approval of the project’s CEQA compliance may be submitted.

2. A signed letter or similar document from the head of an administrative approving entity (e.g., Planning Director).
b. Required documentation for all other projects
(i) A file-stamped Notice of Determination
c. Statutes of Limitation
SGC will notify Grantees that they may begin work on a project once all readiness requirements have been met, including CEQA completion. However, projects are still subject to statutes of limitation for legal challenges, which vary Docusign Envelope ID: 7C4A79E1-08C6-4BFD-9B10-D35BE9F5C3DB Docusign Envelope ID: 3DE91B7B-2452-4911-8163-752A8FE1B5BC

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EXHIBIT A - SCOPE OF WORK Part 2 – General Terms and Conditions depending on the type of CEQA filing and whether a CEQA filing occurs (Public Resources Code, § 21167):
(i) Filing a Notice of Determination: 30 days
(ii) Filing a Notice of Exemption: 35 days
(iii) No filing: 180 days
Grantees must notify SGC when the statutes of limitations have lapsed for each project, and if any legal challenges arise. If a legal challenge is brought against a project, SGC has the authority to issue a Stop Work Order, per Section 32 of the grant agreement.

11.Reporting Requirements
i. General Reporting Requirements:
a. All reports must be completed using templates attached to this Grant Agreement or provided by SGC and submitted using the naming conventions provided by TCC Grant Manager.
b. The first reporting period will begin on the start date of the Grant Agreement. c. All reports must be submitted to the TCC Grant Manager on the due date specified in the Reporting Schedule (Attachment D-4). When the report submission due date falls on a weekend or state-recognized holiday, reports will be due on the first working day that follows.
d. All reports must be signed by the Authorized Signatory or Designee on file with SGC.
e. SGC may request to verify reports through methods that include, but are not limited to: supporting documentation, site visits, conference calls or video conferencing.
f. Grantee’s failure to meet the reporting requirements on time may result in a delay in reimbursement.
ii. Progress Reports:
a. Grantee must complete Progress Reports using the template attached to the Grant Agreement (Attachment D-3).
b. Grantee must complete Progress Reports for the duration of the grant term. c. Progress Reports must correspond with the Budget and Schedule of Deliverables described in the Grant Agreement.
d. Grantee must report on any deliverables submitted and submit evidence of work completed, as requested by SGC.
iii. Annual Reports:

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EXHIBIT A - SCOPE OF WORK Part 2 – General Terms and Conditions The following materials must be submitted on an annual basis for the duration of the Project Completion Period, using templates provided by SGC:
a. Annual Progress Report.
b. Leverage Funding Report.
c. Equipment Inventory Record: See Exhibit A, Part 2, Section 29, Ownership, for further instruction regarding equipment inventory.
d. Indicator Tracking Report: See Exhibit C, Part 1, Section 5 for further instructions regarding indicator tracking.
iv. Project Completion Reports:
a. Completion Report: Grantee must submit a report at the completion of each individual Project and Plan using the template provided by SGC. b. Supporting Documentation: Grantee must submit any supporting documentation required to demonstrate that Projects and Plans are fully completed.
v. Final Reports:
a. Final Report: Grantee must submit a final report by the end of the Performance Period using a template provided by SGC.
b. Leverage Funding Report: Grantee must submit a summary of the leverage funding spent at the end of the Performance Period using a template provided by SGC.

12.Evaluation and Indicator Tracking Reporting
Grantee must track and report on all indicators incorporated into the Indicator Tracking Plan finalized with SGC and the Evaluation Technical Assistance (see Exhibit C, Part 1, Section 5) until end of the grant term.

13.Payment Provisions
i. Except as may be allowed under subsection (ii), Grantee will be paid on a reimbursement basis:
a. Partners must invoice Grantee before Grantee submits an invoice to SGC. TCC funds will be issued to Grantee, who will be responsible for dispersing payment to Partners in accordance with the requirements contained in the TCC Partnership Agreement. All invoices must be supported by adequate documentation evidencing that the direct cost for which the Partner seeks reimbursement has been incurred. Grantee must maintain as part of its records for the TCC Project all invoices and supporting documentation from their Partners; these records will be subject to the audit provisions in Exhibit A, Part 2, Section 24.

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EXHIBIT A - SCOPE OF WORK Part 2 – General Terms and Conditions b. SGC will not require that Grantee pay their Partners prior to requesting reimbursement from SGC, although Grantee may do so according to their procedures and policies.
c. During the Project Completion Period, Grantee may only request reimbursement for eligible costs incurred for implementing the TCC Project.

See Appendix B of the TCC Guidelines for details. Any work performed prior to the start date or after the end of the grant term will not be reimbursed. d. During the Performance Period, Grantee may only request reimbursement for Indicator Tracking costs as well as Grantee Direct and Indirect costs for completing the Final Report. If the Project Completion Period and the Performance Period overlap, Grantee may continue requesting reimbursement for Project and Plan costs for the duration of the Project Completion Period. e. Grantee shall ensure real property purchased with grant funds shall be acquired from a willing seller for a purchase price that does not exceed the real property's fair market value, as established by an appraisal that is conducted by an appraiser who is licensed pursuant to Part 3 (commencing with Section 11300) of Division 4 of the Business and Professions Code. The appraisal shall be prepared pursuant to the Uniform Standards of Professional Appraisal Practice. Grantee shall ensure an independent third party approved in writing by SGC reviews the appraisal for consistency with the Department of General Services Real Estate Division Appraisal Guidelines before the real property is purchased. The appraisal and independent review shall become part of the project file maintained by Grantee.
ii. Through state legislation, SGC is authorized to provide certain Grantees advance payments of TCC grant awards. SGC may approve advance payments under this grant at its sole discretion. All requests for advance payments shall be submitted to SGC in writing (Advance Pay Request form to be provided), along with complete documentation of the Grantee’s eligibility for advance payments in accordance with Government Code section 11019.1 and 11019.3. Any material changes to the request form must be reported to SGC within 30 days. All advance payments and the amount of any advance payment is subject to SGC’s policies and discretion and satisfactory submittal of information through the Advance Pay Request form. a. Any qualifying entity receiving advance payment will be required to demonstrate the ability to meet statutory requirements regulating the provision of advance payment.
iii. Eligible Costs
Grantee should refer to the TCC Guidelines, including Appendix B, for eligible cost requirements. To the extent that the provisions of this Section may conflict with the TCC Guidelines, this Section takes precedent.

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EXHIBIT A - SCOPE OF WORK Part 2 – General Terms and Conditions a. Indirect costs are costs of doing business that are of a general nature and not directly tied to the grant, but necessary for the general operation of the organization. These costs may account for no more than 12% of the awarded TCC funds minus any funds for equipment purchases with a per unit cost of $5,000.00 or more. The 12% maximum of indirect cost applies to Grantee and all Partners or subcontractors, except for California Native American Tribes, who may request a higher indirect cost rate, provided the applying California Native American Tribe substantiates the rate with supporting documentation.

Reimbursement requests for indirect/overhead costs must be proportionate to the direct costs billed in an invoice.
b. Direct costs will be reimbursable with TCC funds. Direct costs are defined as costs directly tied to the implementation of the Grant Agreement. In addition, insurance premiums are only an eligible cost to the extent that the cost of coverage increased because of the award or Project requirements. Grantees must adhere to the following requirements:
(i) Pre-development costs may account for up to ten percent (10%) of the individual Project budget submitted at the time of application or of the individual Project budget included in the grant agreement, whichever is greater, of related capital improvement costs for each Project. This limit may be increased to 20% subject to TCC staff approval. Pre-development costs should not exceed ten percent (10%) of the originally requested TCC funding total. These activities and costs should occur within the first year of the grant term to meet readiness requirements. Construction management tied to project implementation is a direct project cost and will not be subject to the cap on "pre-development" costs.
(ii) Basic Environmental Infrastructure costs (that support water and wastewater connections, waste disposal systems, and/or pollution control systems) may account for up to ten percent (10%) of the total TCC award for Grantees that need to meet program policy requirements for basic infrastructure access.
(iii) The eligible use of heavy-duty trucks and equipment shall be reimbursed at the then-current rate set by the California Department of Transportation “Labor Surcharge and Equipment Rental Rate” guide.
c. Travel costs directly related to the performance of this Grant Agreement will be subject to the State of California travel reimbursement rates, in effect, during the term of this Grant Agreement.
(i) SGC will reimburse for actual expenditures, based on equivalent civil service classifications, up to the maximum state allowable rates in effect at the time of travel. The state rates are available for review at:
http://www.calhr.ca.gov/employees/pages/travel-reimbursements.aspx.

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EXHIBIT A - SCOPE OF WORK Part 2 – General Terms and Conditions (ii) Incidental costs and travel costs outside the State of California will not be reimbursed.
(iii) For staff working on the project, Grantee shall maintain and submit for reimbursement detailed travel records and supporting documents (e.g. travel request and approval forms, expense claims, invoices, receipts for lodging and transportation, etc.) showing the date and purpose of the grantrelated travel, destination and, in the case of travel by automobile, the number of miles driven.
(iv) Grantee shall ensure travel costs are outlined in the Budget and Schedule of Deliverables and tied to tasks and deliverables in the work plan. (v) Grantee shall ensure that any person traveling pursuant to this Grant Agreement shall indemnify and hold harmless the SGC and State of California for any liabilities resulting from such travel. d. Project-specific allowable costs are costs that are only allowed under certain Strategies. These direct costs are allowed for project implementation, and therefore may not be subject to the indirect cost restrictions. These costs may still be subject to additional restrictions per Appendix B of the TCC Guidelines and will not be reimbursed if incurred for other Projects. See Exhibit C, Part 2 Project-Specific Terms and Conditions for project and strategy specific allowable costs.
iv. Ineligible Costs
a. For ineligible direct implementation costs, refer to Appendix B and C of the Guidelines, by project or plan strategy.
b. Indirect costs in excess of 12% of the awarded TCC funds, except for California Native American Tribes, who may request a higher indirect cost rate, provided the applying California Native American Tribe substantiates the rate with supporting documentation.
c. Climate resilience and adaptation must be integrated into the Projects, Transformative Elements, and Vision. Climate adaptation and resilience planning activities must be paid for with leverage funding only. Implementation measures and design features integrated into the TCC Project are fundable as direct project costs.
d. Projects that fund additional parking infrastructure or other infrastructure projects that induce demand for additional parking
e. Additional ineligible costs
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EXHIBIT A - SCOPE OF WORK Part 2 – General Terms and Conditions (i) Exceeding cost caps for pre-development, basic infrastructure, indirect costs, and the transformative plans
(ii) The following costs associated with community engagement and outreach:
(a) Direct cash benefits or subsidies to participants
(b) Alcoholic refreshments
(c) Participant incentives, such as door prizes, which are unrelated to specific community work products
(d) General Meetings that do not specifically discuss or advance implementation of the TCC Project
(iii) Lobbying
(iv) Advocacy work, such as direct lobbying for the passage of bills or local propositions
(v) Commission fees
(vi) Ongoing operational costs beyond the grant term
(vii) Using funds for any cost that has been or will be paid through another funding source, or to finance any activities designed to supplant rather than supplement existing local agency activities or activities with pre-existing designated funding. This cost supplantation prohibition does not apply to interim financing for housing loans.
(viii)Using funds for mitigation activities that are already mandated by local, regional, state, or federal governing bodies or agencies (ix) Ceremonial expenses (including food and beverages) (x) Expenses for publicity not related to the awarded TCC Project implementation
(xi) Bonus payments of any kind
(xii) Damage judgments arising from the acquisition, construction, or equipping of a facility, whether determined by judicial process, arbitration, negotiation, or otherwise
(xiii)Services, materials, or equipment obtained under any other State program (xiv) Real estate brokerage fees and/or expenses
(xv) Stewardship of legal defense funds
(xvi)Costs associated with automobile or motorcycle parking (excluding electric vehicle charging infrastructure that may be located at a parking spot).

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EXHIBIT A - SCOPE OF WORK Part 2 – General Terms and Conditions (xvii) Reimbursement for any interest accumulated in order to finance the project
v. All costs must be reasonable, as defined below:
a. A cost is reasonable if, in its nature and amount, it does not exceed that which would be incurred by a prudent person under the circumstances prevailing at the time the decision was made to incur the cost. In determining reasonableness of a given cost, consideration must be given to:
(i) Whether the cost is of a type generally recognized as ordinary and necessary for the operation of the entity or the proper and efficient performance of this Grant Agreement.
(ii) The restraints or requirements imposed by such factors as: sound business practices; arm's-length bargaining; federal, state, local, tribal, and other laws and regulations; and terms and conditions of this Grant Agreement. (iii) Market prices for comparable goods or services for the geographic area. (iv) Whether the individuals concerned acted with prudence in the circumstances considering their responsibilities to its employees, the public at large, and the state.
(v) Whether the cost significantly deviates from the acquiring entity’s established practices and policies regarding the incurrence of costs. b. SGC has the sole discretion to determine if a cost is reasonable. Any costs that do not meet the requirements above may not be reimbursed by the State. The Grantee may file a Dispute to contest SGC’s determination. vi. Retention
a. SGC will withhold payment of the final five percent (5%) of the project cost for each TCC Project Component until SGC determines that the requirements of that TCC Project Component have been fulfilled per the Grant Agreement.

14.Invoicing
During the grant term, the Grantee will submit online one (1) invoice package to SGC on the Report Due Date listed in the Reporting Schedule (Attachment D-4). i. Invoice Package - An invoice, supporting documentation, deliverables or other evidence of work completed, and the appropriate reporting materials are collectively referred to as the “invoice package.”
a. Invoice – Grantee must use the invoice templates provided in Attachment D-3. (i) Expenses should be broken out at the task level.

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EXHIBIT A - SCOPE OF WORK Part 2 – General Terms and Conditions (ii) Expenses under each task should be broken out by cost type. (iii) Indicator Tracking costs, travel, mileage, and equipment should be clearly identified.
b. Supporting documentation – Grantee must submit supporting documentation for all itemized costs. Documentation may include but is not limited to: copies of purchase orders, receipts, subcontractor invoices, and timesheets. These items must contain sufficient information to establish that the specific service was rendered, or purchase was made. Original supporting documentation is not required and should be retained by Grantee.
(i) Supporting documentation should be clearly labeled by task. (ii) Supporting documentation does not need to be provided for Indirect costs.

However, Grantee must maintain records of Indirect costs to be made available upon request from the State. Grantee shall ensure adequate books and accounts documenting Indirect costs are maintained in accordance with generally accepted accounting principles, consistently applied. Grantee shall invoice in accordance with the Indirect cost rate(s) approved for the TCC Project and each project and plan under the grant, based on supporting documentation agreed upon in writing by SGC and the Grantee.
(iii) Records documenting time spent performing the work must identify the individual, the date on which the work was performed, the specific grantrelated activities or objectives to which the individual’s time was devoted, the hourly rate, and the amount of time spent.
c. Evidence of deliverables completed – Grantee must submit evidence of work completed to justify the reimbursement request in the invoice. Documentation may be the final deliverables as listed in Exhibit B or interim deliverables that demonstrate the work completed.
d. Report(s) – Grantee must submit the appropriate reporting materials described in Exhibit A, Part 2, Section 11.
ii. Grantee must submit the invoice package to the SGC online submission platform.

Following submission, Grantee must email the Invoice Summary (PDF) to the TCC Grant Manager, and copy the SGC and Governor’s Office of Land Use and Climate Innovation.
iii. The invoice must be signed by the Authorized Signatory or Designee. By submitting the invoice package to SGC, Grantee certifies that all costs are eligible for reimbursement, that all work has been completed in accordance with the Grant Agreement, and that the invoice total reflects actual costs incurred.

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EXHIBIT A - SCOPE OF WORK Part 2 – General Terms and Conditions a. SGC has the discretion to determine the sufficiency of work completed and completeness of an invoice package.
b. If SGC determines that an invoice package is complete and sufficient, SGC will notify Grantee and approve the invoice. SGC will issue one check to Grantee.

Grantee is responsible for dispersing payment to Partners, as outlined in the TCC Partnership Agreement, and any Subcontractors.
iv. Invoice packages that do not meet the requirements of this Grant Agreement, are incomplete, or have inaccuracies, will be returned to Grantee for resubmittal within ten (10) working days with an explanation of why it was not approved. a. SGC may authorize payment of a partial invoice package and require Grantee to resubmit the remaining portions in order to fix any inaccuracies or incomplete information.
b. Grantee must resubmit the amended invoice package (either partial or full) in the same manner as the original invoice within ten (10) working days after receiving the notification from SGC while addressing the concerns identified by SGC. Delays in providing revised invoice package on time may result in noncompliance notice or stop work order. v. If SGC determines that Grantee submitted false or materially inaccurate invoices, supporting document or components of the Application, SGC may impose any and all available remedies, including requesting reimbursement of already disbursed payments or termination of the Grant Agreement.
vi. The final invoice for each TCC Project Component should include a request for reimbursement of the final five percent (5%) of the total requested budget, as discussed in Exhibit A, Part 2, Section 13.v.a, of this Grant Agreement.

15.Leverage Funding
i. Grantee shall ensure it and its Leverage Partners report on the leverage funding expended in the Annual Leverage Funding Report form. Grantee must retain supporting documentation of leverage funding that will be made available to the State upon request. Grantees shall ensure adequate books and accounts are maintained documenting leverage funding in accordance with generally accepted accounting principles, consistently applied.
ii. Leverage funding must support the implementation of the Strategies selected to achieve the TCC Program Objectives, as determined by SGC. iii. Leverage funding must be spent within the Project Area and for the purposes of the TCC Project.
iv. Grantee must only report eligible leverage funding expenditures. Expenditure of leverage funding will only count if it meets the requirements in the TCC Guidelines.

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EXHIBIT A - SCOPE OF WORK Part 2 – General Terms and Conditions If leverage funding sources change during the grant term, Grantee will notify SGC at the subsequent reporting due date to allow SGC and DOC to determine the eligibility of the new leverage sources.
a. Changes in leverage funding sources that impact the Budget and Schedule of Deliverables may require an amendment to the Grant Agreement. b. Changes in leverage funding sources that impact the 50% eligibility requirement in the TCC Guidelines and Application may require a remedy to be determined between Grantee and SGC.

16.Stand-alone Leverage Projects
i. Stand-alone Leverage Projects must be completed by the end of the grant term and within the Project Area.
ii. Grantee shall ensure it and its Leverage Partners shall report on the progress of Leverage Projects on an annual basis.
iii. Stand-alone Leverage Projects may not be removed from the TCC Proposal scope of work after the grant has been awarded by SGC. SGC may consider the failure of a stand-alone leverage project to adhere to the terms of the Partnership Agreement to constitute a Grantee’s non-performance under the Grant Agreement.

17.Work Outside the Project Area
No work outside the Project Area will be reimbursable through this agreement except as allowed under this section. SGC disclaims any representations, express or implied, that any work outside the Project Area that was not approved as part of the Application is or will be funded by the TCC Program. Grantee waives any claims against SGC related to such work. In the event that there is a reason that there is a need for work to occur outside the Project Area, the Grantee must submit a request which will be considered on a case-by-basis by TCC staff and may be approved or rejected. The request must be submitted in writing and must justify why work outside the Project Area is necessary and how it will result in direct benefit to residents of the Project Area.

18.Repayment of Funds
If grant funds are not expended, or have not been expended in accordance with this Grant Agreement; or that real or personal property acquired with grant funds is not being used, or has not been used for purposes in accordance with the Grant Agreement; SGC has sole discretion to take appropriate action under this Grant Agreement, at law or in equity, including but not limited to:
i. Requiring Grantee to forfeit any unexpended portion of the grant funds, including but not limited to any retention withheld from invoices; Docusign Envelope ID: 7C4A79E1-08C6-4BFD-9B10-D35BE9F5C3DB Docusign Envelope ID: 3DE91B7B-2452-4911-8163-752A8FE1B5BC

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EXHIBIT A - SCOPE OF WORK Part 2 – General Terms and Conditions ii. Requiring Grantee to repay any funds improperly expended.

19.Availability of Funds
Sufficient funds for this Grant Agreement have been made available by FY 2022-2023 budget appropriation from the General Fund. However, this Grant Agreement is subject to any restriction, limitation, or condition enacted by the Legislature, which may affect the provisions, terms, or funding of this contract in any manner.

20.Revenue
All revenue generated as a part of any Project or Transformative Plan by Grantee, Partner or subcontractor must be used to further the TCC Project to the extent reasonably possible. Grantee must keep records of revenue expenditures for audit purposes.

21.Monitoring and Oversight
Grantee agrees that the State or designated representative has the right to visit the project sites pertaining to any TCC Project described in this Grant Agreement. Project sites may include any public or participating private properties. i. Once the Grant Agreement is executed, the TCC Grant Manager may request a regularly occurring monthly phone call or in-person meeting with Grantee’s Grant Manager to discuss the TCC Project. Grantee must work with the TCC Grant Manager to accommodate monitoring requests.
ii. The State retains the right to conduct a minimum of two (2) site visits a year during the grant term.
iii. At the State’s discretion, site visits may occur more frequently. iv. Grantee agrees that the State or designated representative has the right to conduct a final inspection of completed Projects, as determined by SGC. For construction Projects, this may require certification by the appropriate registered professional (such as California Registered Civil Engineer or Geologist) that the Project has been completed in accordance with final plans and specifications and any modifications. If Grantee or Lead Entity arranges a final inspection, Grantee must notify the TCC Grant Manager of the inspection date at least ten (10) working days prior to the inspection in order to provide State the opportunity to participate.

22.Recordkeeping
Grantee must establish an official file for the TCC Project funded by the Grant Agreement. The file must contain adequate documentation of all actions taken with respect to the TCC Project, including copies of the Grant Agreement, amendments and modifications, letters and email correspondences, financial records (including Docusign Envelope ID: 7C4A79E1-08C6-4BFD-9B10-D35BE9F5C3DB Docusign Envelope ID: 3DE91B7B-2452-4911-8163-752A8FE1B5BC

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EXHIBIT A - SCOPE OF WORK Part 2 – General Terms and Conditions agreements and any associated documents with Partners and Subcontractors), required reports, and readiness and compliance documentation. The State reserves the right to audit all Grantee, Partner, and Subcontractor records for this project, as stated below.
i. Grantee must establish a separate ledger account for receipts and expenditures of grant funds and maintain expenditure details in accordance with the attached Budget and Schedule of Deliverables. Separate bank accounts are not required.

Grantee must maintain financial records of expenditures incurred during the TCC Project in accordance with generally accepted accounting principles, including leverage funding that may be required.
ii. Grantee must maintain documentation of its normal procurement policy and competitive bid process (including the use of sole source purchasing). iii. Partners and Subcontractors paid with moneys under the terms of this Grant Agreement must maintain all records as specified. Grantee maintains responsibility for ensuring that Partners and Subcontractors comply with the requirements above.

23.Records
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 will be in the public domain to the extent to which release of such materials is required under the California Public Records Act (Cal. Gov’t Code § 7920 et seq.). 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 as described in Section 53, Publicity. Grantee must not utilize the materials for any profit-making venture or sell or grant rights to a third party who intends to do so. The State has the right to use any data described in this paragraph for any public purpose.

24.Audit and Record Retention
Grantee must ensure adequate protection for all records, physical and electronic, from loss, damage, or destruction for possible audit(s). Grantee agrees that the State or designated representative will have the right during normal business hours to review and to copy any records and supporting documentation pertaining to the performance of this Grant Agreement and interview any employees who might reasonably have information related to such records. Further, Grantee agrees to include a similar right of the State to audit records and interview staff of any Partners and Subcontractors related to the performance of this Grant Agreement.
i. Grantee, Partners, and Subcontractors must maintain copies of project records four (4) years after the grant term, unless a longer period of records retention is stipulated.

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EXHIBIT A - SCOPE OF WORK Part 2 – General Terms and Conditions ii. The State retains the right to conduct an audit each year during the grant term and up to four (4) years after the grant term. Audits may include, but are not limited to, inspections of project records; ownership and usage records of equipment, vehicles, and infrastructure; and maintenance records of equipment, vehicles, and infrastructure.
iii. The State may require recovery of payment from Grantee, issue a Stop Work Order or terminate the Grant Agreement, as warranted, based on an audit finding, or any other remedies available in law or equity.

25.Compliance
Grantee must fully comply with all applicable federal, state, and local laws, ordinances, regulations, plans, and design standards. Grantee must secure any new permits or licenses required by authorities having jurisdiction over the Project Area and maintain all presently required permits. Grantee must ensure that any applicable requirements of the California Environmental Quality Act are met in order to carry out the terms of this Grant Agreement. Grantee must promptly provide evidence of such compliance if requested by the State.

Additionally, Grantee certifies that it currently is not and will not become:
i. In violation of any order or resolution subject to review promulgated by CARB or an air pollution control district;
ii. Subject to a cease-and-desist order subject to review issued pursuant to Section 13301 of the California Water Code for violation of waste discharge requirements or discharge prohibitions; or
iii. Determined to be in violation of provisions of federal law relating to air or water pollution.

Grantee must ensure that Partners and Subcontractors comply with all terms in this section with respect to the TCC Project.

26.Insurance
i. A Grantee or Lead Entity that is a governmental organization may provide evidence of sufficient self-insurance to satisfy the insurance requirements below. ii. If Grantee or Lead Entity is not a governmental organization or is unable to provide evidence of sufficient self-insurance, then the following are the insurance requirements:
a. Grantee must ensure the following insurance policies are obtained and kept in force through the Project Completion Period for each project, with no lapses in coverage, that cover any acts or omissions of Grantee and its employees engaged in carrying out any tasks specified in this Grant Agreement:

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EXHIBIT A - SCOPE OF WORK Part 2 – General Terms and Conditions (i) Worker’s Compensation Insurance in an amount of not less than the statutory requirement of the State of California. (ii) Commercial general liability insurance in an amount of not less than $1,000,000 per occurrence for bodily injury and property damage combined.
(iii) Motor vehicle liability with limits in an amount not less than $1,000,000 per accident for bodily injury and property damage combined. Such insurance must cover liability arising out of a motor vehicle including owned, hired, and non-owned motor vehicles. b. Insurance policies must name the State of California, its officers, agents, employees and servants as additional insured parties for the commercial general liability and automobile liability insurance but only with respect to work performed under the Grant Agreement. Grantee is responsible for guaranteeing that a copy of each Certificate of Insurance is submitted to SGC within sixty (60) calendar days of the Grant Agreement signature. The grant number must be included on each submitted Certificate of Insurance.
iii. Grantee must notify SGC prior to any insurance policy cancellation or substantial change of policy, including lapse of coverage, change in coverage amount, or change in carrier.
iv. Grantee must notify SGC if any Partners or subcontractors are not in compliance with the insurance requirements above. If any Partners or subcontractors are out of compliance, SGC reserves the right to issue a Stop Work Order, until resolved, as described below.
v. Grantee is responsible for determining the appropriate level of insurance, if any, for its Partners or subcontractors.

27.Computer Software
Grantee must ensure that the appropriate systems and controls are in place so that funds under this Grant Agreement will not be used for the acquisition, operation, or maintenance of computer software in violation of copyright laws.

28.Personally Identifiable Information
Information or data, including but not limited to all records and supporting documentation that personally identifies an individual or individuals is confidential in accordance with California Civil Code Sections 1798, et seq. and other relevant state or federal statutes and regulations. Grantee must ensure that all such information or data that comes into possession under this Grant Agreement is appropriately safeguarded in perpetuity, and must not release or publish any such information, data, or records.

Docusign Envelope ID: 7C4A79E1-08C6-4BFD-9B10-D35BE9F5C3DB Docusign Envelope ID: 3DE91B7B-2452-4911-8163-752A8FE1B5BC

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EXHIBIT A - SCOPE OF WORK Part 2 – General Terms and Conditions

29.Ownership
i. Deliverables:

Grantee hereby grants to the State a royalty-free, nonexclusive, transferable, worldwide license to reproduce, translate, and distribute copies of any and all materials it produces pursuant to this Grant Agreement, for nonprofit, non-commercial purposes, and to have or permit others to do so on the State’s behalf. ii. Equipment:
a. Purchase of equipment using grant funds is allowable only with prior approval by TCC Grant Manager.
b. Cost of equipment purchased shall be substantiated by purchase receipt. c. For any equipment purchased or built with funds that are reimbursable as a direct cost of the TCC Project, as determined by SGC, Grantee, Partner, or Subcontractor, as applicable, must be the sole owner on title. d. If the funds are used to purchase equipment that costs $5,000 or more, each such piece of equipment is “grant-funded equipment.”
e. Each grant-funded equipment must be dedicated to the described use in the same proportion and scope as was in the Grant Agreement, unless SGC agrees otherwise in writing, during the useful life of the equipment. f. If the owner of the grant-funded equipment determines that it no longer has need for the grant-funded equipment before the end of the equipment’s useful life, the owner shall donate the grant-funded equipment to a public entity or nonprofit organization that will use the grant-funded equipment for purposes that are similar to the purpose intended in the Grant Agreement or to a public entity or nonprofit that serves the project area.
g. For the duration of the useful life of each grant-funded equipment, the grantee shall maintain a record identifying each grant-funded equipment, the expected useful life of each item, and the ultimate disposition (disposal or donation). The requirements of this section will survive termination of this agreement. h. The cost to lease equipment to use in the grant project area may be charged to the grant. Cost of leased equipment charged to the grant must be substantiated with receipts identifying equipment was leased, lease rate and total cost. i. Use of equipment owned by the Grantee may be charged to the grant at a rate set by the California Department of Transportation Labor Surcharge and Equipment Rental Rate Guide. Use of Grantee equipment must be substantiated with an equipment usage log that identifies the equipment used, rate, and total rental cost. A cost-benefit analysis to justify the cost of purchasing equipment versus leasing must be provided.

Docusign Envelope ID: 7C4A79E1-08C6-4BFD-9B10-D35BE9F5C3DB Docusign Envelope ID: 3DE91B7B-2452-4911-8163-752A8FE1B5BC

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EXHIBIT A - SCOPE OF WORK Part 2 – General Terms and Conditions j. Grantee will assume all risk including cost for maintenance, repair, loss, destruction, and damage to all equipment until disposition of equipment. SGC may, at its discretion, repair any damage or replace any lost or stolen items and deduct the cost thereof from Grantee’s invoice to the State, or require Grantee to repair or replace any damaged, lost, or stolen equipment to the satisfaction of SGC with no expense to the State.
k. In the event of theft, a report must be filed immediately with the California Highway Patrol (State Administrative Manual § 8643 [Lost, Stolen, or Destroyed Property]).
l. Grantee must maintain an inventory record for grant-funded equipment purchased or built with funds provided under this Grant Agreement. In addition, items of grant-funded equipment or supplies that are prone to theft, loss, and misuse and may contain sensitive data (e.g., computers, printers, smartphones, tablets, cameras, GPS devices, etc.) costing less than $5,000 must be inventoried. Details on the inventory record are to be provided in the Implementation Grant Administration Guide.
m. The Equipment Inventory Record must be updated annually and upon request.

See Exhibit A, Section 11, Reporting Requirements, for more information. iii. Vehicles:
a. Grantee, Partner, or Subcontractor, as applicable, must be the sole owner of all vehicles acquired as part of TCC Project, including but not limited to, bicycles, cars, buses, vans, rail passenger equipment. During the Project Completion Period, vehicles must be dedicated to the described use in the same proportion and scope as was in the Grant Agreement, unless SGC agrees otherwise in writing.
b. Vehicles acquired for purposes of public transit must be maintained in a state of good repair and dedicated to that public transportation use for their full useful life, which, for the purpose of this Grant Agreement, will be determined in accordance with standard State and national transit practices and applicable rules and guidelines, including any extensions of that life cycle achievable by reconstruction, rehabilitation, or enhancements. If the ownership or use of the vehicles change to a use not in accordance with the Grant Agreement, Grantee may be required to reimburse the State for their fair market value. c. Vehicles acquired for general project work (i.e., work trucks) must be maintained in a state of good repair for their full useful life, which, for the purpose of this Grantee Agreement, will be determined in accordance with standard State practices. If the ownership or use of the vehicles change to a use not in accordance with the Grant Agreement, Grantee may be required to reimburse the State for their fair market value.

Docusign Envelope ID: 7C4A79E1-08C6-4BFD-9B10-D35BE9F5C3DB Docusign Envelope ID: 3DE91B7B-2452-4911-8163-752A8FE1B5BC

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EXHIBIT A - SCOPE OF WORK Part 2 – General Terms and Conditions iv. Infrastructure:
a. Grantee, Partner, or Subcontractor, as applicable, must ensure all necessary rights of way, property ownership, or leases have been secured prior to construction. Purchases of all real property required for the TCC Project must be free and clear of liens, conflicting easements, obstructions, and encumbrances. Any property acquisition by Grantee must not involve eminent domain proceedings or threat of eminent domain proceedings. Grantee must record deed restrictions on TCC Project property, as applicable. b. For any rights of way, real and personal property, leases, improvements, and infrastructure funded as a reimbursable direct cost of the TCC Project, the Grantee, Lead Entity, or another public agency or subcontractor as approved in writing by the TCC Grant Manager, must be the sole owner of the title or leasehold. The foregoing sentence notwithstanding, dispersed improvements such as those made under the Solar Installation, Energy Efficiency and Appliance Electrification Strategy may be made on private real property. Each site acquired or improved upon with funding provided under this Grant Agreement must remain permanently dedicated to the described use in the same proportion and scope as was in the Grant Agreement, unless SGC agrees otherwise in writing. If the ownership or use of the property changes to a use not in accordance with the Grant Agreement, Grantee may be required to reimburse the State in a manner determined by SGC.
c. Grantee, Partner, or Subcontractor, as applicable, is obligated to continue operation and maintenance of the physical aspects of the TCC Project for its full useful life, which, for the purpose of this Grant Agreement, includes any extensions of that life achievable by reconstruction, rehabilitation or enhancements, in accordance with the described use in the same proportion and scope as in the Grant Agreement, unless SGC, Grantee, Partner, or Subcontractor (as applicable) agrees otherwise in writing. Grantee may be excused from its obligations for operation and maintenance of the Project site only upon written approval from SGC. The TCC Project and its facilities must be maintained, supervised, and inspected by adequate and well-trained staff and/or professionals and technicians as the project reasonably requires. v. Debt Security:

Grantee will not use or allow the use of any portion of real property purchased solely with TCC grant funds as security for any debt. This debt financing prohibition is not applicable to the Affordable Housing Development Capital Projects under the Equitable Housing and Neighborhood Development Strategy.

30.Non-Performance
SGC has sole discretion to determine if Grantee is performing in accordance with the Grant Agreement. Non-performance may be determined for an individual Project, Docusign Envelope ID: 7C4A79E1-08C6-4BFD-9B10-D35BE9F5C3DB Docusign Envelope ID: 3DE91B7B-2452-4911-8163-752A8FE1B5BC

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EXHIBIT A - SCOPE OF WORK Part 2 – General Terms and Conditions Transformative Plan, the entire TCC Project, or a task within an individual Project or Transformative Plan. Non-performance issues can include but are not limited to:
misuse of funding for ineligible expenses, actual or projected inability to meet performance requirements or scheduled milestones, failure to complete or failure to make a good faith effort to complete the TCC Project as a whole or any TCC Project Components, including ensuring Stand-alone Leverage Projects adhere to the TCC Partnership Agreement, and/or failure to comply with the terms of this Grant Agreement.
i. SGC will notify Grantee in writing if non-performance is determined and will provide instructions and a timeline to rectify all cases of non-performance. ii. Grantee must respond to a determination of non-performance within thirty (30) calendar days by either a) proposing corrective actions, or b) disputing SGC’s findings in writing.
iii. SGC, without waiver of other rights or remedies, may require Grantee to re-perform any actions not in accordance with this Grant Agreement. SGC may withhold any payments due to Grantee until the individual project or TCC Project is brought back into full compliance. Costs and expenses for these actions will be borne by the applicable Grantee, Partner, or Subcontractor.
iv. If Grantee fails to correct any non-performance to SGC’s satisfaction, SGC may elect to terminate the entire Grant Agreement or any part thereof. Grantee may be liable for immediate repayment to SGC of all amounts disbursed by SGC under this Grant Agreement for the individual Project, Transformative Plan, the entire TCC Project, or a task within an individual Project or Transformative Plan as applicable and only if non-performing. SGC may, at its sole discretion, examine the extent of Grantee compliance for work partially completed and determine costs eligible for reimbursement. This paragraph will not be deemed to limit any other remedies available to SGC for breach of this Grant Agreement.
v. Upon termination by SGC, Grantee must deliver all invoices, reports, and other deliverables required by this Grant Agreement up to the time of termination.

Grantee must deliver all materials within sixty (60) calendar days of the termination date.

31.Disputes
SGC has sole discretion to determine if an invoice, report, deliverable, or other supporting documentation is sufficient and complete, per the Grant Agreement, TCC or AHSC Guidelines, and/or any other statutory requirement. All dispute, resolution, and appeal statements must be signed by the appropriate Authorized Signatory or Designee.
i. SGC will notify Grantee in writing if any materials are determined to be insufficient or incomplete within fifteen (15) working days of receiving the materials.

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EXHIBIT A - SCOPE OF WORK Part 2 – General Terms and Conditions a. Grantee must respond in writing within fifteen (15) working days with either a) materials requested by the SGC, or b) a written statement disputing SGC’s findings.
ii. Grantee has fifteen (15) working days to submit a written dispute statement to the TCC Grant Manager. The dispute statement must contain a concise description of the dispute, along with any supporting documentation.
a. Grantee and relevant parties must attempt to negotiate a resolution to the dispute.
b. SGC will present a dispute resolution within fifteen (15) working days of receiving Grantee’s dispute statement.
iii. Grantee has fifteen (15) working days to appeal a dispute resolution. Grantee must submit a written appeal statement to SGC. The appeal statement must contain a concise description of the appeal, along with any supporting documentation. a. Grantee and relevant parties must attempt to negotiate a resolution to the appealed dispute.
b. SGC will respond to the appeal statement within fifteen (15) working days of receiving Grantee’s appeal statement.
iv. If Grantee wants to further appeal a dispute resolution after undergoing both the dispute and appeal process, Grantee must submit a further appeal statement to the Government Claims Program at the Department of General Services, the final administrative forum for resolution of the dispute.
v. During a dispute, Grantee must observe any Stop Work Orders put into effect until the dispute is resolved.

32.Stop Work Order
SGC has the right to issue a Stop Work Order for an individual Project, Transformative Plan, or the entire TCC Project and suspend payments to Grantee. SGC reserves the right to issue a Stop Work Order if there is a breach in the leverage funding commitments or a determination of nonperformance that put components of the TCC Project at risk of not being completed.
i. Immediately upon receiving a Stop Work Order written notice, Grantee must cease all work under the individual project or TCC Project. The Stop Work Order will be in effect until resolution is reached or until the project is terminated. a. SGC may require corrective actions from Grantee.
b. The individual project or TCC Project may be terminated by means of an amendment.

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EXHIBIT A - SCOPE OF WORK Part 2 – General Terms and Conditions ii. Any costs incurred after the issuance of a Stop Work Order will not be reimbursed.

Costs and expenses for these actions will be borne by Grantee. Work may resume only upon written SGC notification that the Stop Work Order has ended.

If Grantee issues a Stop Work Order to a Partner, or if Grantee and/or Partners issue a Stop Work Order to any Subcontractors, they must notify SGC within ten (10) working days of issuing the order.

33.Health Impacts
If SGC has a reasonable concern about the public health impact of a Project Component, SGC may require Grantee to further study and mitigate the impact as directed by SGC. Section 13 of this Agreement, Payment Provisions, notwithstanding, Grantee may request any required study and mitigation to be considered an eligible cost for reimbursement based on the fiscal inability of the entity required to perform the directed work.

34.Termination for Convenience
Both SGC and Grantee have the right to terminate this Grant Agreement prior to the end of the grant term upon thirty (30) calendar days of written notice. The written notice must specify the reason for early termination and may permit SGC or Grantee to rectify any deficiency(ies) prior to the termination date. i. Conditions of early termination:
a. Upon any termination, Grantee must deliver all invoices, reports, and other deliverables required by this Grant Agreement up to the time of termination.

Grantee must deliver all materials within sixty (60) calendar days of the termination date.
b. Upon receipt of notice from SGC of Termination for Convenience, Grantee shall immediately take action to ensure neither it nor any Partner or Subcontractor incur any additional obligations, costs or expenses, except as may be reasonably necessary to terminate its activities.
c. SGC will examine the extent of Grantee compliance for work partially completed and reasonably determine costs eligible for reimbursement based on final invoices submitted and compliance with this Grant Agreement. d. If SGC elects to terminate the Grant Agreement under this section, but all aspects of Affordable Housing Development Capital Projects and Housing Related Infrastructure are otherwise found to be in compliance, SGC shall independently fulfill its obligations as to the Affordable Housing Development Capital Projects and Housing Related Infrastructure.

Docusign Envelope ID: 7C4A79E1-08C6-4BFD-9B10-D35BE9F5C3DB Docusign Envelope ID: 3DE91B7B-2452-4911-8163-752A8FE1B5BC

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EXHIBIT A - SCOPE OF WORK Part 2 – General Terms and Conditions ii. The rights and remedies of the SGC and Grantee provided in this Section shall not be exclusive and are in addition to any other rights and remedies provided by law or under this Grant Agreement.

35.Governing Law and Venue
This Grant Agreement will be governed by the laws of the State of California without regard to conflicts of law principles. Venue will be in Sacramento County, California.

36.Grantee Independence/Not an Agent of the State
Grantee, and its employees, agents, Subcontractors, and Partners, in their performance of this Grant Agreement, must act in an independent capacity and not as officers or employees or agents of the State.

37.Indemnification
Grantee agrees to indemnify, defend (with counsel reasonably approved by the State) and hold harmless the State, its employees, officers or agents from and against any and all third-party claims, injury, damages, liability, loss or attorneys’ fees arising out of or in connection with the subject matter, terms or performance of this Grant Agreement, and from any suit, proceeding or challenge against the State and its employees, officers or agents by a third party alleging that by virtue of the terms of this Grant Agreement, the State and its employees, officers or agents have done any wrongful act or breached any representation, whether based on a claim in contract, tort or otherwise, excepting gross negligence and intentional misconduct.

38.Waiver
Grantee waives any and all rights to any type of express or implied indemnity or right of contribution from the State, officers, agents or employees, for any liability arising from, growing out of, or in any way connected with this Grant Agreement. Grantee waives all claims and recourses against the State, including the right to contribution for loss or damage to persons or property arising from, growing out of or in any way connected with or incident to this Grant Agreement, except claims arising from the gross negligence and intentional misconduct of the State, its officers, agents, and employees. None of the provisions of this Grant Agreement will be deemed waived unless expressly waived in writing. No waiver or any breach of the Grant Agreement shall be held to be a waiver of any prior or subsequent breach. The failure of SGC to enforce at any time the provisions of this Grant Agreement or to require at any time performance by Grantee of these provisions shall in no way be construed to be a waiver of such provisions nor affect the validity of this Grant Agreement or the right of SGC to enforce these provisions.

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39.No Third-Party Beneficiaries
This Grant Agreement is not intended for the benefit of any person or entity other than the Parties, and no one other than the Parties themselves may enforce any of the rights or obligations created by this Grant Agreement.

40.Force Majeure
Neither the State nor Grantee will be responsible hereunder for any delay, default, or nonperformance of this Grant Agreement, to the extent that such delay, default, or nonperformance is caused by an act of God, weather, accident, enemy or hostile governmental action, civil commotion, strikes, lockouts, labor disputes, fire or other casualty, or other contingencies unforeseen by the State or Grantee, its Partners, Subcontractors, or vendors, and beyond the reasonable control of such party.

41.Expatriate Corporations
Grantee hereby declares that it is not an expatriate corporation or subsidiary of an expatriate corporation within the meaning of Public Contract Code Section 10286 and 10286.1, and is eligible to contract with the State of California.

42.Corporation Qualified to do Business in California
When work under this Grant Agreement is to be performed in California by a corporation, the corporation must be in good standing and currently qualified to do business in the state. "Doing business" is defined in Revenue and Taxation Code Section 23101 as actively engaging in any transaction for the purpose of financial or pecuniary gain or profit.

43.Certificate of Compliance with Russia Sanctions
Per Executive Order N-6-22, all contractors and grantees that have agreements valued at $5 million or more with agencies or departments subject to the California Governor’s authority are directed to report their compliance with economic sanctions imposed by the U.S. government in response to Russia’s actions in Ukraine, as well as sanctions imposed under state law, if any. Grantees subject to the certification requirement should carefully review the Executive Order and the economic sanctions imposed in response to Russia’s actions in Ukraine, including, but not limited to, the federal executive orders identified in Executive Order N-6-22, sanctions identified by the U.S. Department of the Treasury, and sanctions imposed under state law, if any. A certification of compliance, included as Attachment D-10, must be returned to SGC prior to any disbursement of grant funds.

Additionally, should SGC at any time determine Grantee is a target of Economic Sanctions or is conducting prohibited transactions with sanctioned individuals or entities, that shall be grounds for termination of this agreement. SGC shall provide Docusign Envelope ID: 7C4A79E1-08C6-4BFD-9B10-D35BE9F5C3DB Docusign Envelope ID: 3DE91B7B-2452-4911-8163-752A8FE1B5BC

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EXHIBIT A - SCOPE OF WORK Part 2 – General Terms and Conditions Grantee advance written notice of such termination, allowing Grantee at least 30 calendar days to provide a written response. Termination shall be at the sole discretion of the SGC.”

44.Self-Dealing and Arm’s Length Transactions
All expenditures for which reimbursement pursuant to this Grant Agreement is sought must be the result of arm’s-length transactions and not the result of, or motivated by, self-dealing on the part of Grantee or any employee or agent of Grantee.

45.Relocation
If a project is subject to State Relocation Law and a relocation plan is required by State Relocation Law (Gov. Code, § 7260 et seq.) and Section 6038 of the Relocation Assistance and Real Property Guidelines (25 Cal. Code of Regulations, div. 1, ch. 6, § 6000 et seq.) for the Project Area, Grantee must provide a copy of the relocation plan.

46.Americans with Disabilities Act
Grantee certifies that itself, its Partners, and Subcontractors comply with the Americans with Disabilities Act (ADA) of 1990, which prohibits discrimination on the basis of disability, as well as all applicable regulations and guidelines pursuant to the ADA (42 U.S.C. 12101 et seq.).

47.Non-discrimination Clause
During the performance of this Grant Agreement, Grantee, Partners, and Subcontractors will not unlawfully discriminate, harass, or allow harassment against any person on the basis of race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, or military and veteran status, nor will they discriminate unlawfully against any employee or applicant for employment because of race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, or military and veteran status.

Grantee, Partners, and Subcontractors must ensure that the evaluation and treatment of their employees and applicants for employment are free from such discrimination and harassment.

Grantee, Partners, and Subcontractors must comply with the provisions of the Fair Employment and Housing Act (Gov. Code, § 12990 et seq.) and the applicable regulations promulgated there under (Cal. Code Regs., title 2, § 11005 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 must ensure that itself, Partners, and Subcontractors give written notice of their obligations under this clause to labor organizations with which they have a collective bargaining or other grant agreement.

Docusign Envelope ID: 7C4A79E1-08C6-4BFD-9B10-D35BE9F5C3DB Docusign Envelope ID: 3DE91B7B-2452-4911-8163-752A8FE1B5BC

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EXHIBIT A - SCOPE OF WORK Part 2 – General Terms and Conditions Grantee must include the nondiscrimination and compliance provisions of this clause in all subcontracts to perform services under this Grant Agreement.

48.Drug-Free Workplace Certification
Grantee certifies that it will provide a drug-free workplace to employees of Grantee, Partners, and Subcontractors by taking the following actions:
i. Publish a statement notifying employees that unlawful manufacture, distribution, dispensation, possession, or use of a controlled substance is prohibited in the organization’s workplace and specifying the actions that will be taken against employees for violations of the prohibition.
ii. Establish a drug-free awareness program to inform employees about:
a. The dangers of drug abuse in the workplace;
b. The organization's policy of maintaining a drug-free workplace; c. Any available counseling, rehabilitation, and employee assistance programs; and,
d. Penalties that may be imposed upon employees for drug abuse violations. iii. Every employee who works on the Grant Agreement must:
a. Receive a copy of the company's drug-free workplace policy statement; and, b. Agree to abide by the terms of the company's statement as a condition of employment on the Grant Agreement.

49.Child Support Compliance Act
Grantee recognizes the importance of child and family support obligations and must 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 Family Code Section 5200 et seq.; and
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.

50.Environmental Justice
In the performance of this Grant Agreement, Grantee must conduct its programs, policies, and activities that substantially affect human health or the environment in a manner that ensures the fair treatment of people of all races, cultures, and income levels, including minority populations and low-income populations of California, consistent with Government Code section 65040.12, subdivision (e).

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51.Union Organizing
By signing this Grant Agreement, Grantee hereby acknowledges the applicability of Government Code Sections 16645, 16645.2, 16645.8, 16646, 16647, and 16648 to this Grant Agreement and hereby certifies that:
i. No grant funds disbursed by this Grant Agreement will be used to assist, promote, or deter union organizing by employees performing work under this Grant Agreement.
ii. If Grantee makes expenditures to assist, promote, or deter union organizing, Grantee must maintain records sufficient to show that no state funds were used for those expenditures, and that Grantee must provide those records to the Attorney General upon request.

52.Prevailing Wages and Labor Compliance
Grantee certifies that it will comply with all prevailing wage requirements under California law, pursuant to Section 1720 et seq. of the California Labor Code. The California Labor Code requires payment of locally prevailing wages to workers and laborers on state government contracts in excess of $1,000 for public works projects.

A “public work” is the construction, alteration, demolition, installation, repair, or maintenance work done under contract and paid for in whole or in part out of public funds. The definition applies to private contracts when certain conditions exist.

Grantee can identify additional stipulations and exceptions under Cal. Labor Code § 1720 et seq.
i. Grantee must ensure the following on “public work” activities under this Grant Agreement:
a. Prevailing wages are paid;
b. The project budget and invoices for labor reflects these prevailing wage requirements, or if exempt, provide the applicable exemption to SGC with the project budget; and
c. The project complies with all other requirements of prevailing wage law including but not limited to keeping accurate payroll records and complying with all working hour requirements and apprenticeship obligations. ii. Grantee must ensure that its Partners and Subcontractors, if any, also comply with prevailing wage requirements. Grantee must ensure that all agreements with its Partners and Subcontractors to perform work related to the TCC Project contain the above terms regarding payment of prevailing wages on public works projects. iii. The Department of Industrial Relations (DIR) is the primary resource for consultation on the requirements of California prevailing wage law.

Docusign Envelope ID: 7C4A79E1-08C6-4BFD-9B10-D35BE9F5C3DB Docusign Envelope ID: 3DE91B7B-2452-4911-8163-752A8FE1B5BC

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EXHIBIT A - SCOPE OF WORK Part 2 – General Terms and Conditions a. Grantee can identify the rates for prevailing wage on the DIR website at http://www.dir.ca.gov. Grantee may contact DIR for a list of covered trades and the applicable prevailing wage.
b. If Grantee is unsure whether the TCC Project or individual projects receiving this award is a “public work” as defined in the California Labor Code, it may wish to seek a timely determination from the DIR or an appropriate court. c. If Grantee has questions about this contractual requirement, recordkeeping, apprenticeship or other significant requirements of California prevailing wage law, it is recommended Grantee consult DIR and/or a qualified labor attorney before accepting this grant award.

53.Publicity
Grantee should acknowledge SGC in publications, websites, signage, invitations, and other media and public outreach products related to the TCC grant. SGC staff will provide SGC logo files and guidance on their usage directly to Grantee. Grantee agrees to follow the TCC Grantee Publicity Guidelines provided by SGC (Attachment D-8). If Grantee is planning an event or announcement, needs sample materials, or needs assistance or advice regarding digital or print materials, press, social media, and/or general communications, please don’t hesitate to contact your TCC Grant Manager.

A. Long-Form Materials
Long-form written materials are those that are more than 1,000 words in length, such as reports, should include the following standard language about SGC and TCC:

The Transformative Climate Communities (TCC) Program funds community-led development and infrastructure projects that achieve major environmental, health and economic benefits in California’s most disadvantaged communities.

TCC empowers the communities most impacted by pollution to choose their own goals, strategies, and projects to enact transformational change – all with data-driven milestones and measurable outcomes. This program is administered by the California Strategic Growth Council (SGC) which coordinates the activities of State agencies and partners with stakeholders to promote sustainability, economic prosperity, and quality of life for all Californians. www.sgc.ca.gov.

B. Short-Form Materials
Press Releases, Flyers, Social Media Posts, and Visual Materials: Any informational materials that do not qualify as long-form (less than 1,000 words), but include at least a paragraph of text, should include following language:

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EXHIBIT A - SCOPE OF WORK Part 2 – General Terms and Conditions “[Project Name] is supported by California Strategic Growth Council’s Transformative Climate Communities program with funds from California’s General Fund.

Grantee may at times produce promotional materials that are primarily visual in nature, such as banners, signage, certain flyers, and sharable images for social media. In such cases, when including the above boilerplate language acknowledging SGC support is not practical, Grantee should instead include the official logo of SGC, preceded by the words “Funded by.” See TCC Grantee Publicity Guidelines, Attachment D-8, for approved tags.

54.Right to Publish
i. Subject to any restrictions on the publication, disclosure, dissemination and use of data or information set forth in this Agreement or under any applicable law, Grantee shall have the right to publish, disclose, disseminate, and use, in whole and in part, any data and information received or developed under this Agreement. ii. Grantee shall ensure that publications, presentations, and other public releases resulting from work performed under this Agreement are provided to the State for review at least thirty (30) calendar days prior to publication and will identify the proposed recipient(s). During the first twenty (20) calendar days of such review period, the State may provide notice to the Grantee that it intends to rebut some or all aspects of the presentation, publication, or other media release. The State will then have thirty (30) calendar days from the date of notice to prepare and submit such rebuttal to the recipient(s) identified by the Grantee. Within the review period, the State may provide feedback to the Grantee; the Grantee will give good faith consideration to such feedback but has no obligation to make any changes in said material, other than the removal of any material whose disclosure is prohibited or restricted by this Agreement or by any applicable law. Any of the above referenced time periods maybe modified upon agreement of both Parties. Neither Party may unreasonably deny such requests. Terms & Conditions Required for State-Funded Research Grants
The Parties shall comply with the California Taxpayer Access to Publicly Funded Research Act (Government Code section 13989 et seq.), including but not limited to:
a. Grantee is responsible for ensuring that any publishing or copyright agreements concerning submittal of peer-reviewed manuscripts based on work performed under this Agreement fully comply with Government Code section 13989 et seq. b. For a peer-reviewed manuscript accepted for publication, Grantee shall ensure that the peer-reviewed manuscript be available no later than 12 months after Docusign Envelope ID: 7C4A79E1-08C6-4BFD-9B10-D35BE9F5C3DB Docusign Envelope ID: 3DE91B7B-2452-4911-8163-752A8FE1B5BC

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EXHIBIT A - SCOPE OF WORK Part 2 – General Terms and Conditions the official date of publication on a publicly accessible repository approved by the State, including but not limited to:
(i) CSU ScholarWorks at the Systemwide Digital Library
(http://www.calstate.edu/library), or
(ii) UC California Digital Library (https://www.cdlib.org/), or (iii) PubMed Central (https://www.ncbi.nlm.nih.gov/pmc/). c. Grantee shall instruct the Principal Investigator to report to the State the final disposition of the peer-reviewed manuscript, including but not limited to:
(i) whether it was published,
(ii) where it was published,
(iii) when it was published,
(iv) when the 12-month period after publication expires; and (v) where the manuscript will be available for open access. d. The State shall retain information regarding all issued research grants that resulted in published works.

55.Copyrights
i. All rights in copyrightable works first created by Grantee in the performance of the Budget and Schedule of Deliverables, in B, under this Agreement are the property of Grantee. Grantee shall grant the State a fully paid-up, royalty-free, nonexclusive, sublicensable, irrevocable license to use, reproduce, prepare derivative works, and distribute copies of the deliverables identified in Exhibit B, to fulfill the State’s government purposes.
ii. Notwithstanding the above, if the purpose of the Budget and Schedule of Deliverables is specifically to create a copyrightable work for use by the State then all rights in such copyrightable work will be the property of the State, subject to a reserved right for Grantee to use the copyrightable work for educational and research purposes and to allow other educational and nonprofit institutions to do so for educational and research purposes.
iii. SGC may make written requests for delivery of works first created in the performance of the Budget and Schedule of Deliverables, but which were not identified as deliverables. To the extent Grantee is legally able to do so, Grantee shall grant a fully paid-up, royalty-free, nonexclusive, sublicensable, irrevocable license to use, reproduce, prepare derivative works, and distribute copies, to fulfill the State’s government purposes.

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56.Recycled Contents Products
Grantee must ensure each Lead Entity certify in writing under penalty of perjury, the minimum, if not exact, percentage of post-consumer material as defined in the Public Contract Code Section 12200, in products, materials, goods, or supplies offered or sold to the State regardless of whether the product meets the requirements of Public Contract Code Section 12209. With respect to printer or duplication cartridges that comply with the requirements of Section 12156(e), the certification required by this subdivision must specify that the cartridges so comply (Pub. Contract Code § 12205).

57.Severability
If a court of competent jurisdiction holds any provision of this Grant Agreement to be unlawful, unenforceable, or invalid in whole or in part for any reason, such provisions will be severed without affecting any other provision of this Grant Agreement. The validity and enforceability of the remaining provisions, or portions of those provisions, will not be affected.

58.Terms that Survive Grant Agreement
The following Sections survive the termination or expiration of the Grant Agreement: 4, 15, 19, 20, 21, 22, 23, 24, 26, 28, 35, 36, 37, 52, 54, 55, 56, and 58.

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EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES
EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES
Total Awarded Grant Funds
The total amount awarded for this grant will not exceed TWENTY-TWO MILLION, ONE HUNDRED TWENTY-FIVE THOUSAND Dollars and ZERO Cents ($ 22,125,000.00)
Total Leverage Funds
The total leverage funds for this grant will equal no less than FIFTY MILLION, EIGHT HUNDRED NINETY-TWO THOUSAND, EIGHT HUNDRED SEVENTEEN Dollars and SIXTY-THREE Cents ($50,892,817.63).

Summary Budget
Special Reimbursement Conditions:
1) City to provide a draft updated Partnership Agreement for TCC review and approval within 30 days of grant execution, with a final signed version provided within 60 days.
2) City to provide updated project area map.
3) See individual project work plans for additional special readiness and reimbursement conditions TCC Project Component Lead Entity Grant Funds
Leverage
Funds
Grantee Costs City of Bakersfield $1,374,381.28 $189,196.80 #1.1 – Bakersfield Senior Center Mixed-Use
Project
Housing Authority of the County of Kern
(HACK), Bakersfield Senior Center $5,988,650.00 $24,811,807.00 #1.2 - Bakersfield Senior Center HRI –
Community Garden Housing Authority of the County of Kern (HACK) $80,000.00 $0.00
#1.3 - Bakersfield Senior Center HRI –
Lowell Park Greening City of Bakersfield $120,000.00 $0.00 #1.4 - Bakersfield Senior Center STI –
Miocar Community Carshare
Housing Authority of the County of Kern
(HACK) $832,000.00 $0.00
#1.5 - Bakersfield Senior Center STI – Bus
Passes
Housing Authority of the County of Kern
(HACK) $35,280.00 $0.00
Docusign Envelope ID: 7C4A79E1-08C6-4BFD-9B10-D35BE9F5C3DB Docusign Envelope ID: 3DE91B7B-2452-4911-8163-752A8FE1B5BC

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EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES
Special Reimbursement Conditions:
1) City to provide a draft updated Partnership Agreement for TCC review and approval within 30 days of grant execution, with a final signed version provided within 60 days.
2) City to provide updated project area map.
3) See individual project work plans for additional special readiness and reimbursement conditions TCC Project Component Lead Entity Grant Funds
Leverage
Funds
#2 – Low-Income Energy Efficiency Program
Community Action Partnership of Kern
(CAPK), Kern Community College
District (KCCD), GRID Alternatives $4,630,005.60 $1,498,598.33 #3 – Rebuilding Neighborhoods
Revitalization Project Habitat for Humanity Golden Empire $476,314.00 $0.00 #4 – MLK CommUNITY Garden Initiative MLK CommUNITY Initiative $728,904.12 $0.00 #5 – MLK Boulevard Corridor Improvements
– Active Transportation City of Bakersfield $1,849,871.00 $1,526,048.50 #6 – MLK Boulevard Corridor Improvements
– Urban Greening City of Bakersfield $1,757,060.00 $1,181,306.00 Community Engagement Plan City of Bakersfield $1,321,459.00 $0.00 Workforce Development and Economic
Opportunities Plan City of Bakersfield $1,306,975.00 $168,100.00 Displacement Avoidance Plan City of Bakersfield $825,850.00 $224,921.00 Indicator Tracking Plan Institute for Social Research $798,250.00 $0.00 Stand-alone Leverage #1 – 4th Street Senior
Apartments
Golden Empire Affordable Housing Inc.

II $3,041,440.00
Stand-alone Leverage #2 – Chester Avenue
Complete Streets City of Bakersfield $15,190,000.00
Stand-alone Leverage #3 – Garces Circle
Improvements City of Bakersfield $3,061,400.00
TCC Project Total $22,125,000.00 $50,892,817.63
Docusign Envelope ID: 7C4A79E1-08C6-4BFD-9B10-D35BE9F5C3DB Docusign Envelope ID: 3DE91B7B-2452-4911-8163-752A8FE1B5BC

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EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES
Budget and Schedule of Deliverables for Grantee
Grantee Costs
Description: The City of Bakersfield will serve as lead for the Southeast Strong plan to ensure that the task and expenditures stay on track, metrics are met, the lead applicant and co-applicants are accountable for following through based on their commitments.

Task Deliverable(s) Timeline Grant Funds Leverage Funds Task 1: Project Management & Grant Reporting
A: Compile and submit all invoices
and reporting documents
Bi-monthly invoicing and progress
reporting
Grant
Execution –
September
2028
$901, 641.28 $94,598.00
B: Manage and verify implementation
of all projects and transformative
plans through Partner coordination,
oversight, and Partner support
Bi-monthly invoicing and progress
reporting
C: Coordinate reporting requirements
with Partners
Annual Reports
D: Provide indicator reports to
Evaluation Technical Assistance
Provider
Annual Indicator Reports on:
1) Data indicators
2) Jobs reporting
E: Provide evaluation data and
information to Evaluation Technical
Assistance Provider
Participation in evaluation surveys,
interviews, focus groups, information
requests
Task 2: Establish and Maintain Website
A: Setup webpage to serve as an
interactive portal for resident
engagement, including serving as a
landing page for project and
transformative plan information and
updates, notices for public meetings,
and other relevant project uses
Link to live website Grant
Execution –
June 2025
$105,149.00 $0.00
B: Maintain and update webpage to
track City TCC efforts
Bi-monthly report of digital engagement
and outreach
July 2025 –
September
2028
Task 3: Project Coordination
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EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES
A: Coordinate Collaborative
Stakeholder Structure, including:
- Leadership Council meetings
(Quarterly meetings during the grant
term)
- Community Advisory Committee
(Quarterly meetings during the grant
term)
- Working Group meetings (Quarterly
meetings for the workforce, outreach,
displacement, and technical
assistance working groups during the
grant term)
1) Meeting summary
(date/time/location, number of
attendees, summary of outcomes,
meeting minutes)
2) Final meeting materials (agenda,
curriculum, handouts)
3) Publicity materials (announcements,
photos from key events)
Grant
Execution –
September
2028
$367,591.00 $94,598.00
Equipment Grant Term $0.00 $0.00
Lead Entity Indirect Costs Indirect costs consistent with the TCC guidelines and grant agreement, at a
rate approved under this grant
agreement.

Grant Term $0.00 $0.00
Grantee
Costs Total
$1,374,381.28 $189,196.80
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EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES
Budget and Schedule of Deliverables for Funded Projects Project 1.1 – Bakersfield Senior Center Mixed-Use Project Project 1.1 - Bakersfield Senior Center Strategy: Equitable Housing and Neighborhood Development Lead Entity: Housing Authority of the County of Kern Developer: Housing Authority (LP to be formed) Project Description: "Transformative Climate Communities (TCC) and Affordable Housing and Sustainable Communities (AHSC) - Affordable Housing Development (AHD) Integrated Connectivity Project (ICP) Bakersfield Senior Center Affordable Housing & Facility is a unit new construction/rehabilitation senior project with 36 one-bedroom units serving households with incomes ranging from 30-60 percent of Area Median Income (AMI), and one manager's unit. Each unit will have standard appliances including, air conditioning, dishwasher, refrigerator, range, microwave, ceiling fans, storage area, garbage disposal, and window coverings. On-site amenities include laundry facilities, community room, fitness room, community kitchen, picnic and barbeque area, computer room, high speed internet, and bicycle parking. Off-site amenities, located within one mile of the project include transit, public schools, public parks, retail, and medical facilities.

Project will achieve full electrification, earn LEED Gold Green Building status, is served by Qualifying Transit, provides 18 Secure Overnight Bicycle Parking spots, and has a verified net density of 20 units per acre.

Sustainable Transportation Infrastructure (STI) & Housing Related Infrastructure (HRI) project descriptions included in those projects.

Special Reimbursement Conditions:

Grantee should submit a draw schedule within the first year of the grant (2025).

Grantee and Developer are required to to provide an updated work plan and budget for the each of the proposed Sustainable Transportation Infrastructure (STI) & Housing Related Infrastructure (HRI) projects.

AHD/HRI - Regarding the actual construction of housing and utilities, the Lead Entity must provide confirmation of 4% tax credits and an approved construction schedule within Year 1 of the grant. If this is not received, the feasibility of the project and allocated funds will be revisited.

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EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES
Land Area: 1.64 Estimated Residential Rental Area: 35,703 sqft Number of Buildings: 1 Estimated Commercial Area: 29,445 sqft Project Budget Summary
Project Component Name Grant Funds Leverage Funds
Affordable Housing
Development (AHD)
City of Bakersfield (Bakersfield Senior Center Affordable Housing & Facility) $5,988,650.00 $24,811,807.00
Sustainable Transportation
Infrastructure (STI) &
Housing Related
Infrastructure (HRI)
City of Bakersfield (Bakersfield Senior Center Affordable Housing & Facility) $1,067,280.00 $0.00
Housing Project Total $7,055,930.00 $24,811,807.00
Affordable Housing Development (AHD) and Housing Related Infrastructure (HRI) Budget Major Tasks Deliverables/Milestones Timeline Grant Funds Leverage Funds Task 1: Escrow Closing and 25% Construction Completion (AHD & HRI Draw Request) A: Secure bond allocation
and 4% tax credits from
CDLAC and CTCAC
A: Resolution from
CDLAC on bond
allocation and reservation
letter from CTCAC
Grant Execution - 2025 B: Prepare final construction
documents
B: Final Construction
Documents
C: Close Escrow C: Closing Statement $1,497,162.50
Docusign Envelope ID: 7C4A79E1-08C6-4BFD-9B10-D35BE9F5C3DB Docusign Envelope ID: 3DE91B7B-2452-4911-8163-752A8FE1B5BC

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EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES
D: Submit draw request to
SGC for 25% of TCC AHSC
AHD & HRI funds
D: Submit draw request
for 25% of TCC AHSC
AHD & HRI funds
Task 2: 50% Construction Completion (AHD & HRI Draw Request) A: Complete 25% of
construction
A: Construction
documentation verifying
that 25% of the
construction budget has
been expended with
supporting invoices and
payment documentation
Grant Execution - 2026 $1,497,162.50
B: Submit 2nd draw request
for 25% of TCC AHSC AHD &
HRI funds
B: Submit 2nd draw
request for 25% of TCC
AHSC AHD & HRI funds
Task 3: 75% Construction Completion (AHD & HRI Draw Request) A: Complete 50% of
construction
A: Construction
documentation verifying
that 50% of the
construction budget has
been expended with
supporting invoices and
payment documentation
Grant Execution - 2026 $1,497,162.50
B: Submit 3rd draw request
for 25% of TCC AHSC AHD &
HRI funds
B: Submit 3rd draw
request for 25% of TCC
AHSC AHD & HRI funds
Task 4: Project Completion (AHD & HRI)
Docusign Envelope ID: 7C4A79E1-08C6-4BFD-9B10-D35BE9F5C3DB Docusign Envelope ID: 3DE91B7B-2452-4911-8163-752A8FE1B5BC

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EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES
Task 4: Project Completion (AHD & HRI)
Final 25% of the requested funds will be released upon
receiving applicable documents listed below:
• Proposal for Management Agent.
• Management Agreement.
• Management Plan
• Rental Agreement, exhibits and HCD Lease Addendum.
• Appeal and grievance procedure.
• Initial proposed operating budget and explanation of
budgeted costs (electronic version required).
• Schedule of Rental Income (electronic budget).
• Updated preliminary title report (less than 30 days old). • ALTA Land Title "As Built" Survey (SGC must be named
as a party to the transaction within the signed Surveyor's Certificate).
• Partnership borrowers: all partnership agreement
documents including amendments, LP-1, LP-2, loan
authorization and certificate of status from
Secretary of State.
• "Corporate managing general partner or borrower:
articles of incorporation, by-laws, resolution, certificate of status from the Secretary of State (SOS).
• Limited Liability Company managing general partner or borrower: articles of organization, operating agreement, resolution, certificate of status from
the SOS."
• Documentation of Prevailing Wage Compliance.
• Certification of Completion.
• Architect's completion certificate.
• Statement from borrower certifying receipt of all
construction warranty documents and an itemization of
August 2027 $1,497,162.50
Docusign Envelope ID: 7C4A79E1-08C6-4BFD-9B10-D35BE9F5C3DB Docusign Envelope ID: 3DE91B7B-2452-4911-8163-752A8FE1B5BC

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EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES
these documents.
• Temporary certificate of occupancy (Submit permanent
certificate of occupancy to SGC upon completion;
however, final payment will be not be contingent upon
permanent certificate of occupancy).
• Copy of recorded notice of completion.
• Final audited cost certification - signed.
• General Liability and Property Insurance copies.
• Recorded deed of trust.
• Signed checklist for jurisdiction’s checklist.

Equipment Project Completion Period
Lead Entity Indirect Costs
Indirect costs consistent
with the TCC guidelines
and grant agreement, at a
rate approved under this
grant agreement.

Project Completion Period
Contingency
Project Total $5,988,650.00 $24,811,807.00
Docusign Envelope ID: 7C4A79E1-08C6-4BFD-9B10-D35BE9F5C3DB Docusign Envelope ID: 3DE91B7B-2452-4911-8163-752A8FE1B5BC

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EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES
A) Scope of Work
# of Bedrooms # of Units AHSC
Restricted
Income Limit
(% of AMI)
Total Unrestricted
Unit Total Restricted Units
1 12 30% 12
1 11 50% 11
1 12 60% 12
2 1 Manager 0
36 0 1.4 0 35
B) AHD & HRI Milestones
Performance Milestone Date
Executed binding agreement between the Sponsor and developer of the Project detailing the terms and conditions of the Project development. 7/31/2023
Ultimate Site Control of Project site(s). 7/31/2023
Completion of all necessary environmental clearances, including those required under CEQA and NEPA. 7/31/2023 Obtaining all necessary and discretionary public land use approvals. 7/31/2023 Obtaining all enforceable construction funding commitments. 7/1/2023 Obtaining all enforceable permanent funding commitments including substantially final permanent loan documents, and Tax Credit syndication documents. 12/1/2025
Submission of Final Construction Drawings and Specifications to the appropriate local building department or permitting authority. 7/1/2025
Commencement of construction. 2/1/2026
Construction complete and the filing of the Notice of Completion. 8/1/2027 Program funds fully disbursed. 6/1/2026
Docusign Envelope ID: 7C4A79E1-08C6-4BFD-9B10-D35BE9F5C3DB Docusign Envelope ID: 3DE91B7B-2452-4911-8163-752A8FE1B5BC

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EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES
C) Overall Budget
USES OF FUNDS Total Residential
Sources/Costs
Total Commercial
Sources/Costs

LAND COST/ACQUISITION
Land Cost or Value
Total Land Cost / Acquisition Cost
Predevelopment Interest/Holding Cost
Assumed, Accrued Interest on Existing Debt (Rehab/Acq)

NEW CONSTRUCTION
Site Work $1,125,000 $375,000
Structures $11,128,000 $8,872,000
General Requirements $598,130 $476,870
Contractor Overhead $299,065 $238,435
Contractor Profit $299,065 $238,435
General Liability Insurance $222,560 $177,440
Urban Greening
Other New Construction: Demolition
Other New Construction: Environmental Remediation
Other New Construction: Commercial Warm Shell & Associated Soft Costs Total New Construction Costs $13,671,820 $10,378,180

ARCHITECTURAL FEES
Design $472,940 $377,060
Supervision $27,820 $22,180
Total Architectural Costs $500,760 $399,240
Total Survey & Engineering $55,640 $44,360

CONSTRUCTION INTEREST & FEES
Construction Loan Interest $840,000
Origination Fee $120,000
Docusign Envelope ID: 7C4A79E1-08C6-4BFD-9B10-D35BE9F5C3DB Docusign Envelope ID: 3DE91B7B-2452-4911-8163-752A8FE1B5BC

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EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES
Bond Premium $20,000
Cost of Issuance $7,500
Taxes $1,947 $1,553
Insurance $5,564 $4,436
Other Construction Int. & Fees: Misc. Construction Finance Costs $25,038 $19,962 Other Construction Int. & Fees: Loan Costs
Total Construction Interest & Fees $1,020,049 $25,951

PERMANENT FINANCING
Loan Origination Fee
Other Perm. Financing Costs: Misc. Perm Finance Costs $10,000 Other Perm. Financing Costs: City of Oakland Loan Fee
Total Permanent Financing Costs $10,000 $0
Subtotals Forward $15,258,269 $10,847,731

LEGAL FEES
Legal Paid by Applicant $50,000
Bond Council $45,000
Development & Tax Council $100,000
Total Attorney Costs $195,000 $0

RESERVES
Operating Reserve 80000
Transition Reserve $20,585
Total Reserve Costs $100,585 $0

CONTINGENCY COSTS
Construction Hard Cost Contingency $669,071 $533,429
Soft Cost Contingency $41,730 $33,270
Total Contingency Costs $710,801 $566,699

OTHER PROJECT COSTS
TCAC App/Allocation/Monitoring Fees $26,109
Local Development Impact Fees $320,000 $45,000
Permit Processing Fees $133,814 $106,686
Marketing $5,000
Furnishings $21,500
Docusign Envelope ID: 7C4A79E1-08C6-4BFD-9B10-D35BE9F5C3DB Docusign Envelope ID: 3DE91B7B-2452-4911-8163-752A8FE1B5BC

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EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES
Market Study $6,500
Accounting/Reimbursable
Appraisal Costs $6,500
Enviornmental Audit $2,782 $2,218
Audit $10,000
Other Costs: Transit Passes
Other Costs: Permanent Relocation
Total Other Costs $532,205 $153,904
SUBTOTAL PROJECT COST $16,796,860 $11,568,334

DEVELOPER COSTS
Developer Overhead/Profit $2,435,275
Total Developer Costs $2,435,275 $0
HRI COSTS – INCLUDED IN PROJECTS 1.2 & 1.3
Demolition
Erosion/Weed Control
TOTAL SITE PREPARATION COSTS $0 $0
Sanitary Sewer
Potable Water
Non-Potable Water
Storm Drain
Other Site Utilities (Specify): PG&E Costs
TOTAL SITE UTILITIES COSTS $0 $0
Aggregate Base
Asphalt Pavement
Curb, Gutter, Sidewalk
Street Lights
Other Surface Improvements: Bioretention & Onsite Parking, Including EV Charging Stations
TOTAL SURFACE IMPROVEMENTS COSTS $0 $0
Irrigation
Landscaping
Playground Facilities and Tot Lots
Docusign Envelope ID: 7C4A79E1-08C6-4BFD-9B10-D35BE9F5C3DB Docusign Envelope ID: 3DE91B7B-2452-4911-8163-752A8FE1B5BC

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EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES
Other Landscape and Amenities (Specify): Community Garden TOTAL LANDSCAPE AND AMENITIES $0 $0
Environmental Remediation
TOTAL ENV. MITIGATION/REMEDIATION $0 $0
Bicycle Facilities
TOTAL TRANSIT COSTS $0 $0
Water Facility
TOTAL IMPACT FEES $0 $0
HRI TOTAL PROJECT COSTS $0 $0
AHD TOTAL PROJECT COSTS $19,232,135 $11,568,334
TOTAL PROJECT COSTS $19,232,135 $11,568,334
Docusign Envelope ID: 7C4A79E1-08C6-4BFD-9B10-D35BE9F5C3DB Docusign Envelope ID: 3DE91B7B-2452-4911-8163-752A8FE1B5BC

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EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES
Project 1.2 – Housing Related Infrastructure – Community Garden Project 1.2: Housing Related Infrastructure - Community Garden Strategy 1: Equitable Housing & Neighborhood Development
Lead Entity: Housing Authority of the County of Kern
Project Description: Urban greening including the installation of community garden for residents of the AHD site to grow edible plants with large planters accessible for seniors, watering system, addition of planting material. Also includes the installation of 12 36" box drought tolerant and native species trees and landscaping shrubs at the exterior of the AHD site adjacent to the sidewalk, bus stop, and bicycle lane, including preparation of soil, installation of drips systems, and installation of plant material. The housing authority of kern will put bids out for the design and construction of the garden and additional education and programming will be conducted by the Bakersfield Senior Center.

Operations & Maintenance Plan: O&M Plan will be submitted & updated during the readiness period (first year of the grant).

Special Reimbursement Conditions:

Grantee may not be reimbursed on tasks 2 & 3 prior to completing all deliverables for task 1.

Task Deliverable(s) Timeline Grant Funds Leverage
Funds
Task 1: Readiness
A. Landscape architect creates
landscape plan A. 100% Landscape design plan
2025 $0 $0
B. Plan check process B. Plan Check Approval & Permits
C. Operations & Maintenance Plan C. Operations & Maintenance Plan D. Revise detailed budget within the first
year to account for additional costs of
implementing plan, including staff time. D. Revised detailed budget/workplan Docusign Envelope ID: 7C4A79E1-08C6-4BFD-9B10-D35BE9F5C3DB Docusign Envelope ID: 3DE91B7B-2452-4911-8163-752A8FE1B5BC

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EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES
E. Bidding process for project (includes
urban greening) E. Final Notice of Bid Selection
Task 2: Construction and Planting
A. Installation of planters and irrigation
A. Photos of installed planters and
irrigation
B. Installation of trees and plants B. Log of trees and plants planted 2026 $80,000.00 $0 Task 3: Resident Engagement and Programming
A. Ongoing community engagement to
make residents/seniors aware of
community garden & implement
programs
A. Bimonthly summary report of
programming and resident
participation in community garden
2026 - Project
Completion
Period $0 $0
Equipment (entire project)
Project
Completion
Period $0 $0
Lead Entity Indirect Costs
Indirect costs consistent with the TCC
guidelines and grant agreement, at a
rate approved under this grant
agreement.

Project
Completion
Period $0 $0
Contingency $0 $0
Project Total $80,000.00 $0.00
Docusign Envelope ID: 7C4A79E1-08C6-4BFD-9B10-D35BE9F5C3DB Docusign Envelope ID: 3DE91B7B-2452-4911-8163-752A8FE1B5BC

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EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES
Project 1.3 – Housing Related Infrastructure – Community Garden Project 1.3: Housing Related Infrastructure - Lowell Park Greening Strategy 1: Equitable Housing & Neighborhood Development
Lead Entity: City of Bakersfield
Project Description: Lowell Park tree planting of 500 native/drought tolerant shrubs and 80 36" box trees, including preparation of soil, upgrade irrigation system, install drip systems as needed, and installation of plant material. As Lowell Park is located adjacent to the housing site, the project will provide shade along the sidewalk and bicycle path along 4th street and within the park to improve active transportation conditions and open space access.

Operations & Maintenance Plan: O&M Plan will be submitted & updated during the readiness period (first year of the grant).

Special Reimbursement Conditions:

Grantee may not be reimbursed on tasks 2 & 3 prior to completing all deliverables for task 1.

Task Deliverable(s) Timeline Grant Funds Leverage
Funds
Task 1: Readiness & Pre-development
A. Designate site locations for future
planting
A. Project Map
Grant Execution
- June 2025 $0.00 $0.00
B. Final Construction & Planting Plans B. Project Plan
C. Grantee will revise detailed budget
within the first year to account for
additional costs of implementing plan,
including staff time.

C. Revised detailed budget/workplan
D. CEQA Notice of Exemption (NOE)
and street tree planting permit
D. CEQA Notice of Exemption (NOE)
and street tree planting permit
E. Project tree palette in consultation
with the City and Regional Urban
Forester
E. Project tree palette in consultation
with the City and Regional Urban
Forester
Task 2: Construction & Planting
Docusign Envelope ID: 7C4A79E1-08C6-4BFD-9B10-D35BE9F5C3DB Docusign Envelope ID: 3DE91B7B-2452-4911-8163-752A8FE1B5BC

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EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES
A. Installation of trenching, irrigation
and drip system.

A. Photos of installed irrigation & drip
system. 2025 $109,113.00
$0.00
B. Plantting of trees and shrubs B. Photos of completed planting.

Task 3: Grant Administration
Invoicing & progress report Invoices & progress report
Equipment (entire project) Project
Completion
Period
$0 $0
Lead Entity Indirect Costs Indirect costs consistent with the TCC guidelines and grant agreement,
at a rate approved under this grant
agreement.

Project
Completion
Period
$0 $0
Contingency $10,887 $0
Project Total $120,000.00 $0.00
Docusign Envelope ID: 7C4A79E1-08C6-4BFD-9B10-D35BE9F5C3DB Docusign Envelope ID: 3DE91B7B-2452-4911-8163-752A8FE1B5BC

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EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES
Project 1.4 – Sustainable Transportation Infrastructure Project 1.4: Sustainable Transportation Infrastructure - Miocar Community Carshare Strategy 1: Equitable Housing & Neighborhood Development
Lead Entity: Housing Authority of the County of Kern
Project Description: This project will bring community carsharing to the Senior Center Housing site. This will include installation of four charging stations onsite, the purchase four electric vehicle, and resident education and engagement for the program. The operations of the carshare will be led by Miocar.

Operations & Maintenance Plan: O&M Plan will be submitted & updated during the readiness period (first year of the grant).

Special Reimbursement Conditions:

Grantee may not be reimbursed on tasks 2 & 3 prior to completing all deliverables for task 1.

Task Deliverable(s) Timeline Grant Funds Leverage
Funds
Task 1: Readiness & Predevelopment
A. Site reconnaissance and features inventory,
meeting with staff and construction GCs
A. Siting plan for EVSE and
carshare (memo format)
2025 - January
2026 $168,000.00
$0.00
B. Confirm EVSE component of Senior Center
electrical drawings and coordinate with GC and Utility B. Coordinated drawing set and utility approval
C. Work with HA General Contractor and Architect
team to permit and install selected and approved
EVSE C. Notice of completion
D. Source four electrical vehicles suitable for the
project and in line with residents' preference
D. Four selected vehicles by VIN
for purchase
E. Beta test, engage residents and deploy system,
check for any issues, test reservations
E. Summary report on vehicle
testing and deployment
Task 2: Operations
A. Onboard & insure 4 vehicles.

A. Proof of onboarding (photos) &
proof of insurance. 2026 - Project
Completion
Period
$480,000.00 $0.00
B. Operate online rentals for residents and the public
for 4 years.

B. Log of key metrics (usage, user
base, etc.). This may overlap with
indicator tracking data.

Docusign Envelope ID: 7C4A79E1-08C6-4BFD-9B10-D35BE9F5C3DB Docusign Envelope ID: 3DE91B7B-2452-4911-8163-752A8FE1B5BC

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EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES
Task 3: Indicator Tracking & Research Coordination
A. Collect and prepare data for UC Davis
A. Monthly trip data captured in
GTS
2026 - Project
Completion
Period
$32,000.00 B. Issue surveys through UC Davis to completed trips B. Bimonthly update on survey
response rates
C. Download and review trip data spreadsheets and
prepare for UC Davis
C. Bimonthly update trip data
spreadsheet
D. UC Davis will analyze and create reports for HA
and project team
D. UC Davis project Reports (no
cadence specified).

Equipment (entire project) Four (4) Electric Vehicles Project Completion
Period
$152,000 $0
Lead Entity Indirect Costs Indirect costs consistent with the TCC guidelines and grant
agreement, at a rate approved
under this grant agreement.

Project
Completion
Period
$0 $0
Contingency $0 $0
Project Total $832,000.00 $0.00
Docusign Envelope ID: 7C4A79E1-08C6-4BFD-9B10-D35BE9F5C3DB Docusign Envelope ID: 3DE91B7B-2452-4911-8163-752A8FE1B5BC

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EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES
Project 1.5 – Sustainable Transportation Infrastructure Project 1.5: Sustainable Transportation Infrastructure - Bus Pass Vouchers Strategy 1: Equitable Housing & Neighborhood Development
Lead Entity: Housing Authority of the County of Kern
Project Description: This project will provide 35 bus passes per month to residents of the Bakersfield Senior Center housing for 36 months.

Operations & Maintenance Plan: Not applicable.

Special Reimbursement Conditions:

Grantee may not be reimbursed on tasks 2 prior to completing all deliverables for task 1.

Task Deliverable(s) Timeline Grant
Funds
Leverage
Funds
Task 1: Readiness
A. Grantee will submit an updated
dtailed budget/workplan that accounts
for the cost of administering the
program and outreach/engagement. A. Updated budget/workplan Grant
execution -
2025
$0.00
$0.00
Task 2: Bus Pass Distribution
A. Purchase bus passes A. Passes purchased
2025-2028 $35,280.00
$0.00
B. Outreach and engagement to
distribute bus passes monthly B. Log of bus passes issued Lead Entity Indirect Costs Indirect costs consistent with the TCC guidelines and grant agreement, at a rate approved under this
grant agreement.

Project
Completio
n Period
$0 $0
Contingency $0
Project Total $35,280.00 $0.00
Docusign Envelope ID: 7C4A79E1-08C6-4BFD-9B10-D35BE9F5C3DB Docusign Envelope ID: 3DE91B7B-2452-4911-8163-752A8FE1B5BC

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EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES
Project 2 – Low-Income Energy Efficiency Program
Project 2 - Solar Installation and Energy Efficiency Strategy: Low Income Energy Efficiency Program Lead Entity: City of Bakersfield
Project Description: The project aims to install 47 solar PV systems and energy efficiency upgrades on owner-occupied homes within the Bakersfield TCC Area.
-GRID Alternatives will oversee solar installations in 47 homes. The plan is to install 282kW of renewable solar energy, averaging

4.7kW per system.
-Community Action Partnership of Kern (CAPK) will install weatherization and energy efficiency upgrades on 50 homes. -Kern Community College District (KCCD) will prove solar installer training, nurturing a skilled workforce of 249 employees for green energy careers.
-The three partner organizations will work together on joint marketing materials & outreach.

Operations & Maintenance Plan:

Home Solar: Project utilizes a third-party-ownership model, with Sunrun, Inc as the owner. Sunrun, Inc offers no-cost repairs for the duration of the agreement terms (20 years).

Energy Efficiency & Weatherization: Useful life of weatherization equipment is 5-10 years, depending on equipment type.

Community Action Partnership of Kern (CAPK) offers 1-year warranty on equipment, after which the maintenance is the responsibility of the client/recipient.

Special Reimbursement Conditions:

Grantee/Partners may not be reimbursed for task 7 until a billing rate $/kW has been established and agreed to by grantee, project lead, and TCC staff.

Task Deliverable(s) Timeline Grant Funds Leverage
Funds
Task 1: Grant Administration & Reporting
A) Provide monthly updates to TCC Program
Director
A) Bimonthly invoicing and
progress reporting; annual
reports Project
Completion
Period
$181,062.61 $277.20
B) Provide CAPK monthly program review &
Evaluation Committee reporting as required
B) Bimonthly summary of
program coordination and
evaluation
Docusign Envelope ID: 7C4A79E1-08C6-4BFD-9B10-D35BE9F5C3DB Docusign Envelope ID: 3DE91B7B-2452-4911-8163-752A8FE1B5BC

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EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES
Task 2: Work Planning & Setup: Personnel and Marketing
A) Establish referral system with TCC partners A) Documentation of referral plan B) Create marketing material. B) Copies of marketing materials $79,159.25 $5,525.20 C) Market weatherization services across
multiple mediums
C) Bimonthly description of
marketing efforts
Task 3: Outreach and Community Engagement
A) Perform outreach to community partners &
Americas Job Center of California for Kern
explaining career pathways and training
A) Bimonthly Outreach Summary
(date/time/location, number of
attendees, summary of
outcomes)
Project
Completion
Period
$202,876.05 $89,983.80
B) Conduct one participant orientation
meeting per month explaining career
pathways and training
B) 1. Meeting Summary
(date/time/location, number of
attendees, summary of
outcomes)

2. Final Meeting Materials
(curriculum, handouts)

3. Publicity Materials
(announcements, photos from
key events)"
C) Perform media outreach/inform
community. Explain TCC program and
promote invitation to attend community
engagement events (2-5 events during grant
term)
C) Bimonthly outreach summary
D) Perform bi-annual door to door
canvassing: Explain homeowners benefits of
TCC program and promote invitation to
attend the community engagement event
D) Bimonthly outreach summary
Docusign Envelope ID: 7C4A79E1-08C6-4BFD-9B10-D35BE9F5C3DB Docusign Envelope ID: 3DE91B7B-2452-4911-8163-752A8FE1B5BC

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EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES
E) Perform quarterly outreach through CBOs:

Involve CBOs to increase equal opportunity
for community to receive services
E) Bimonthly outreach summary
F) Perform annual outreach to employers to
facilitate job placement for participants F) Bimonthly outreach summary G) Conduct job fairs for each cohort
(approximately 27 job fairs) to faciliate job
placement for participants
G) Bimonthly Outreach Summary
(date/time/location, number of
attendees, summary of
outcomes)
Task 4: Recruit and Enroll Participants
A) Assess & enroll eligible workforce
development program participants A) Bimonthly report on sign-ups and enrollment
Project
Completion
Period
$429,630.53 $41,596.00
Task 5: Conduct Workforce Trainings
A) Share curriculum with TCC staff prior to
training A) Curriculum Month 1
$505,670.89 $105,270.50
B) Conduct three Electrical Apprenticeship
Readiness trainings per year (Approximately
17 per cohort, 255 participants in total)
B) Certificate of completion for
Electrical Apprenticeship
Readiness Program
Project
Completion
Period
C) Conduct two solar installation trainings
per year (Approximately 16 per cohort, 160
participants in total)
C) Certificate of completion for
Solar Installation Training
Program
D) Conduct one EVSE charging station
operations and maintenance training
(Approximately 13 per cohort, 65 participants
in total)
D) Certificate of completion for
Electrical Apprenticeship
Readiness Program
Task 6: Single Family Home Weatherization
Docusign Envelope ID: 7C4A79E1-08C6-4BFD-9B10-D35BE9F5C3DB Docusign Envelope ID: 3DE91B7B-2452-4911-8163-752A8FE1B5BC

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EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES
A) Perform site visitation and project analysis
Bimonthly pipeline report,
including completion
dates/status, of:

A) Site Visitations
B) Site Plans/Designs
C) Contracts
D) Inspections
E) Weatherization improvements
(notice of completion or other
documentation of substantial
completion)
E) Evaluations
Project
Completion
Period
$1,712,816.82 $0
B) Complete Site Plans, Design, Structural,
Electrical and Site Safety plan
C) Staff review and follow up on completion
of contract documentation and review with
homeowner prior to receiving services
D) Operational equipment check
E) Weatherize 50 homes (installation of lowflow showerheads, ceiling fans with LED lights, weatherstripping, addressing homes'
heating and cooling needs, appliance
replacement, etc.). Evaluation of work upon
completion.

F) Delivers warranty and maintenance
information & educate client on becoming
better energy consumers
F) Copy of educational materials
provided
Task 7: Single Family Solar Install
A) Perform site visitation and project analysis
Bimonthly pipeline report,
including completion
dates/status, of:

A) Site Visitations
B) Site plans/designs &
completed permits/approvals
C) Completed contracts
E) Inspections, completion
reports, and utility
interconnection.

Project
Completion
Period
$1,518,789.45 $1,255,931.78
B) Complete Site Plans, Design, Structural,
Electrical and Site Safety Plan & acquire
permitting and installation approvals - Submit
permit packets to City of Bakersfield Planning
Department for review
C) Review contract - Perform Staff review and
follow up on completion of contract
documentation, and review with homeowner
prior to receiving services
Docusign Envelope ID: 7C4A79E1-08C6-4BFD-9B10-D35BE9F5C3DB Docusign Envelope ID: 3DE91B7B-2452-4911-8163-752A8FE1B5BC

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EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES
E) Complete solar installations and perform
post-installation inspections.

F) Confirmation of
interconnection
F) Coordinate interconnection services in
partnership with local utility company PG&E
or SCE. Receive operating permission for
solar system from local utility PG&E or SCE
G) Deliver warranty and maintenance
information & client educational materials on
becoming better energy consumers
G) Copy of educational materials
provided
Equipment (entire project) Project
Completion
Period
$0 $0
Lead Entity Indirect Costs Indirect costs consistent with the TCC guidelines and grant
agreement, at a rate approved
under this grant agreement.

Project
Completion
Period
$0 $0
Contingency $0 $0
Project Total $4,630,005.60 $1,498,590.91
Docusign Envelope ID: 7C4A79E1-08C6-4BFD-9B10-D35BE9F5C3DB Docusign Envelope ID: 3DE91B7B-2452-4911-8163-752A8FE1B5BC

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EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES
Project 3 - Rebuilding Neighborhoods Revitalization Project Project #3: Rebuilding Neighborhoods Revitalization Project Strategy 2: Land Acquisition for Neighborhood Stabilization
Lead Entity: Habitat for Humanity Golden Empire (HFHGE) Project Description: HFHGE Rock the Block program will include land acquisition, new construction, and repair of homes. (Repair is not within the scope of the TCC project).

HFHGE will use TCC funds to acquire 3 plots of land in the TCC focus area.

HFGHE will identify leverage funding for construction to develop 12 dwelling units (four 4-plex style dwellings or other equivalent multi-family units) on these acquired sites. The dwellings will be covenant/deed restricted for low-income homeownership and complete construction within the grant term.

Operations & Maintenance Plan: Habitat for Humanity will lead the acquisition, site development, and construction of homes through this project. Long-term Operations & Maintenance Plans for each parcel will be required as part of the Development Plan (Task 1F), which must clearly include plans for property management.

Special Reimbursement Conditions:

Grantee will not be reimbursed for until completion of all readiness deliverables (task 1). The Partner has not committed specific leverage funding sources to report but has committed to providing in-kind staff time to achieve Task 1. Documentation of leverage funding plans for construction of units will be required through Task 1F.

Task Deliverable(s) Timeline Grant Funds Leverage
Funds
Task 1: Readiness Requirements
A: Obtain and submit CEQA
compliance documentation for each
acquisition and development project.

A: CEQA documentation for each
parcel
Grant
Execution -
December
2025 (for 1st
parcel
acquisition)
January 2025 –
December
2027 (for
$0.00 $0.00
B: Provide documentation of Site
Control, Land Value, & Letter of
Commitment from Seller for each
parcel.

B: For each parcel:
1) Documentation of Site Control
2) Evidence of Land Value for
Requested Land Acquisition
3) Letter of Commitment from seller
C: Confirm that plans are consistent
with zoning for each selected parcel.

C: Documentation of zoning
compliance
Docusign Envelope ID: 7C4A79E1-08C6-4BFD-9B10-D35BE9F5C3DB Docusign Envelope ID: 3DE91B7B-2452-4911-8163-752A8FE1B5BC

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EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES
D: HFHGE will keep and maintain map
of the selected parcels.

D: Project Map remaining
parcels)
E: Provide sample language regarding
deed restriction for developing very
low, low, and/or moderate-income
affordable housing.

E: Sample deed with confirmation of
restriction for each
parcel/development project
F: Finalize funding plan for
development activities at each parcel,
including plans for fiscal management
and operation & maintenance of
multifamily dwellings.

F: Development plan (including O&M)
G: Complete Final Scoping Plan with
community engagement and the
development plan with schematic
design and pro forma (project financing
model) for the requested land
acquisition.

G: Final Scoping Plan
H: Meet permitting requirements for
development.

H: 1) List of permits needed
2) Documentation of received permits
during construction
Task 2: Administration and Community Engagement
A: Ongoing grant administration,
invoicing, progress reporting.

A: Bi-monthly invoicing and progress
reports
Project
Completion
Period
$19,710.00 $0.00
B: Provide indicator reports to
evaluation Technical Assistance
provider.

B: Annual Indicator Reports:
1) Data Indicators
2) Jobs Reporting
C: Provide evaluation data and
information to evaluation Technical
Assistance provider.

C: Participation in evaluation Technical
Assistance surveys, interviews, focus
groups, and information requests
D: Attend Southeast Strong community
outreach events and meetings to solicit
feedback and affordable housing
qualifications.

D: Summary of community
engagement, feedback collected, and
qualification documents
Docusign Envelope ID: 7C4A79E1-08C6-4BFD-9B10-D35BE9F5C3DB Docusign Envelope ID: 3DE91B7B-2452-4911-8163-752A8FE1B5BC

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EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES
Task 3: Land Identification and Purchase
A: Seek properties, reach out to
owners, and obtain appraisals
(completed for each parcel).

A: Progress Reports on property options
identified and in process
Grant
Execution –
December
2025
$333,990.00 $0.00
B: Receive funding/appraisal approval
from TCC (completed individually for
each parcel)
B: Project proposal for each parcel
demonstrating alignment with TCC
funding guidelines
C: Negotiate and finalize terms of
contract (completed individually for
each parcel)
C: Commitment to sell
D: Complete title work D: Documentation of title
E: Make official offers E: Documentation of completed
acquisition
Task 4: Construction
A: Project Development - architect,
survey, soils, easements (completed
for each parcel)
A: Project Development Bids and
progress reports
January 2026 –
Project
Completion
Period
$78,885.00 $0.00
B: Review plans and permitting for each
parcel
B: List of completed permits
C: Plan for utilities for each parcel C: Utility Plan
D: Conduct low-income homeowner
selection (completed for each parcel),
with goal of at least 75% Project Area
Residents. TCC Staff, Grantee and
Project lead may revisit this target prior
to 2026.

D: Summary Report of Selected
Homeowners
E: Consider finance options and initiate
Covenant, Conditions & Restrictions
Element.

E: Executed Covenant Agreements
Equipment (entire project) Project
Completion
Period
$0.00 $0.00
Docusign Envelope ID: 7C4A79E1-08C6-4BFD-9B10-D35BE9F5C3DB Docusign Envelope ID: 3DE91B7B-2452-4911-8163-752A8FE1B5BC

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EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES
Lead Entity Indirect Costs Indirect costs consistent with the TCC guidelines and grant agreement, at a
rate approved under this grant
agreement.

Project
Completion
Period
$0.00 $0.00
Contingency $43,729.00 $0.00
Total $476,314.00 $0.00
Docusign Envelope ID: 7C4A79E1-08C6-4BFD-9B10-D35BE9F5C3DB Docusign Envelope ID: 3DE91B7B-2452-4911-8163-752A8FE1B5BC

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EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES
Project 4 – MLK CommUNITY Initiative Garden
Project #4 – MLK CommUNITY Garden Strategy 8: Health and Well-Being Lead Entity: Circle of Life Development Foundation (COLDF) aka MLK CommUNITY Initiative Project Description: The MLK CommUNITY Garden initiative will transform a city-owned vacant lot in an area designated as a food desert into a beautiful, bountiful food forest green space that will nurture physical health and mental well-being. Using organic practices, the garden will provide access to locally grown, culturally relevant vegetables, fruits and herbs otherwise not easily affordable, available, or accessible to the underserved residents of Southeast Bakersfield.

Operations & Maintenance Plan: During the grant term, operations and maintenance will be conducted by project leads using grant funding and additional funding through the Grimmway foundation and the Urban Agriculture Resilience Program. TCC Staff is requesting additional information for O&M specific to green infrastructure & will amend this section when that is provided.

After the grant term, operations and maintenance will be done in coordination with ShePower Academy and the Kern County Balack Farmers Association.

Special Reimbursement Conditions: Funding for Task 2 and 3 (with the exception of CEP activities of task 3) is contingent on completion of Readiness Requirements in Task 1. TCC Staff will issue an updated Readiness Memo with approval to begin work when these have been completed.

Task Deliverable(s) Timeline Grant Funds Leverage
Funds
Task 1: Readiness Requirements
A: Acquire site control and
conditional use permit.

A: 1) Signed lease agreement
2) Conditional Use Permit
Grant
Execution –
December
2025
$137,716.67 $0.00
B: Analyze site for land, water,
energy, and security.

B: Summary of analysis including soil test, water
company agreement, fencing needs, etc.

C: Develop site designs. C: 100% final design plans
D: Conduct long-term
planning: development
sequencing, including
developing comprehensive
budget, resource, and
resource plan.

D: Development plan including timeline, budget,
and resource list.

Docusign Envelope ID: 7C4A79E1-08C6-4BFD-9B10-D35BE9F5C3DB Docusign Envelope ID: 3DE91B7B-2452-4911-8163-752A8FE1B5BC

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EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES
E: Develop Operations and
Maintenance Plan for
Community Garden.

E: Operations & Maintenance Plan
F: CEQA compliance: Notice
of Exemption
F: CEQA Notice of Exemption or other
compliance documentations
Task 2: Site Preparation and Ongoing Maintenance
A: Site Preparation and
Installation:
- Clear lot
- Remove debris
- Grading
- Install 340 linear feet of
fencing and 2 gates
- Install drip irrigation
A: Notice of completion; photos
Grant
Execution –
December
2025
$198,496.67 $0.00
B: Build and install 10 of 16
raised garden beds. B: Notice of completion; photos
C: Install tool shed/storage
facility, greenhouse/high
tunnel with potting bench.

C: Notice of completion; photos
D: Ongoing Site maintenance
and quality control:
- Weed control activities (such
as weed control fabric
installation, weed-whacking,
invasive species
management, etc.)
- Soil fertility activities (such
as testing, fertilizer, etc.)
throughout the project
- Mulch common areas and
pathways
C: Site Maintenance plan detailing activity type,
frequency, application, etc.

Project
Completion
Period
Task 3: Plant Garden & Ongoing Community Engagement
Docusign Envelope ID: 7C4A79E1-08C6-4BFD-9B10-D35BE9F5C3DB Docusign Envelope ID: 3DE91B7B-2452-4911-8163-752A8FE1B5BC

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EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES
A: Select diverse range of
seasonally appropriate
vegetable starts, seeds, and
fruit trees after grading; plant
13 trees.

A: 13 trees planted; harvesting results; types of
vegetables planted and how many of each type
Project
Completion
Period
$179,366.67 $0.00
B: Draft Community
Engagement Plan, including
scope. Plan includes:
- Six community workshop
- 60 hours of staff garden
trainings
- Nine community planting
days
B: Community engagement plan
C: Coordinate nine
community planting days and
events. Organize six gardening
workshops, classes,
educational materials for
community gardeners and
volunteers. Conduct 60 hours
of gardening training for staff.

C: Summary of community workshops/planting
days (summary of event, dates, photos)
D: Stakeholder engagement:
facilitate conversations at 15
community events, including
farmers markets, pop up at
the site (ice cream socials),
churches, youth groups,
panhellenic, Bakersfield soul
food festivals, and leverage
other community events.

D: Summary of meetings, workshops materials,
survey responses, feedback
Task 4: Project Management and Grant Administration
Docusign Envelope ID: 7C4A79E1-08C6-4BFD-9B10-D35BE9F5C3DB Docusign Envelope ID: 3DE91B7B-2452-4911-8163-752A8FE1B5BC

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EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES
A: Project management
including communication with
team members and
stakeholders, risk
management, monitoring
progress against goals, and
adjusting as needed to ensure
successful project delivery.

Project
Completion
Period
$90,200.44 $0.00
Equipment (entire project)
Miscellaneous gardening supplies do not meet
the grant definition of equipment, so budget for
these is included within task 2.

Project
Completion
Period
$0.00 $0.00
Lead Entity Indirect Costs
Indirect costs consistent with the TCC guidelines
and grant agreement, at a rate approved under
this grant agreement.

Project
Completion
Period
$70,645.00 $0.00
Contingency $52,478.67
Total $728,904.12 $0.00
Docusign Envelope ID: 7C4A79E1-08C6-4BFD-9B10-D35BE9F5C3DB Docusign Envelope ID: 3DE91B7B-2452-4911-8163-752A8FE1B5BC

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EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES
Project 5 – MLK Boulevard Corridor Improvements – Active Transportation Project 5 - Martin Luther King Jr. Boulevard Corridor Enhancements - Active Transportation
Strategy: 3.1 Active Transportation
Lead Entity: City of Bakersfield
Project Description: Complete Streets implementation with median construction with urban greening installations and irrigation systems, pedestrian walkways with landscaping, irrigation systems, pavement rehabilitation, street lighting, sidewalk improvements, bike lane striping, modification of pavement striping and markings, storm drain modifications and improvements.

Operations & Maintenance Plan: Operations and maintenance will adhere to city of Bakersfield's regularly scheduled O&M for streets as outlined by the Public Works Department.

Special Reimbursement Conditions: Funding for Task 3: Construction will be contingent on sufficient completion and approval of Task 1: Readiness by Month 15 of the grant. See Task 1 for details.

Task Deliverable(s) Timeline Grant Funds Leverage
Funds
Task 1: Readiness: Plans, Specifications and Estimates
A: Secure site control through
Right of Way Clearance
A: Readiness Deliverable: Right of
Way Certification
Grant
Execution –
December
2025 $0.00 $478,557.50
B: Final Construction Plans B: Readiness Deliverable: Plans, Specifications, and Estimates
Grant
Execution –
March 2026
Task 2: Community Engagement
A: Participate in 2-3 60-90%
Design Community Feedback
Summit/Event to receive input on
project design, planting choices,
pedestrian safety and
accessibility, and overall quality of
life.
1) Copy of flyers
2) Summary of outreach events,
including date/time/location,
number of outcomes, a summary
of feedback
February
2025 –
October
2025 $0.00 $14,991.00
Docusign Envelope ID: 7C4A79E1-08C6-4BFD-9B10-D35BE9F5C3DB Docusign Envelope ID: 3DE91B7B-2452-4911-8163-752A8FE1B5BC

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EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES
Task 3: Construction
A: Construction of:
- 71 Cubic yards median
construction with urban greening
installations and irrigation systems
- 494 Cubic yards pedestrian
walkways with landscaping
irrigation systems
- 1.1 miles of pavement
rehabilitation (mill & overlay)
- Pedestrian and street lighting
(Full number to be determined)
- 54 Cubic Yards of sidewalk
improvements (curb ramps)
- 1.1 miles of bike lane striping
- 1.1 miles of modification of
pavement striping and markings
Notice of Completion Photographs April 2026 –
June 2027
$1,303,958.79 $0.00
Task 4: Grant Administration
A: Submit invoices and progress
reports
Bi-Monthly Progress Reports and
Invoices, Annual Reports, and
Indicator Tracking
Project
Completion
Period
$0.00 $7,500.00
Equipment (Entire Project) N/A Grant Term $0.00 $0.00
Lead Entity Indirect Costs Indirect costs consistent with the TCC Guidelines and Grant
Agreement, at a rate approved
under this Grant Agreement.

Grant Term
$0.00 $0.00
Contingency Grant Term $545,912.21 $0.00
Total $1,849,871.00 $1,526,048.50
Docusign Envelope ID: 7C4A79E1-08C6-4BFD-9B10-D35BE9F5C3DB Docusign Envelope ID: 3DE91B7B-2452-4911-8163-752A8FE1B5BC

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EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES
Project 6 – MLK Boulevard Corridor Improvements – Urban Greening Project 6: Martin Luther King Jr. Boulevard Corridor Enhancements - Urban Greening
Strategy: 7 - Urban Greening and Green
Infrastructure
Lead Entity: City of Bakersfield
Project Description: Beautification of Martin Luther King Jr. Boulevard through planting of 260 trees and other droughtresistant vegetation. Curb, gutter and median infrastructure will be constructed.

Operations & Maintenance Plan: Operations and maintenance will adhere to city of Bakersfield's regularly scheduled O&M for streets as outlined by the Public Works Department. TCC Staff is requesting additional information for O&M specific to green infrastructure & will amend this section when that is provided.

Special Reimbursement Conditions: Grantee will not be reimbursed for construction (task 3) until completion of all readiness deliverables (Task 1).

Task Deliverable(s) Timeline Grant Funds Leverage
Funds
Task 1: Readiness: Plans, Specifications, and Estimates A: Secure site control A: Right of Way Certification
Grant
Execution –
December
2025
$0.00 $408,560.00
B: Submit operations and
maintenance plan for green
infrastructure
B: Operations and maintenance
plan
C: Final Construction and Planting
Plans
C: 100% design plans April 2025 –
March 2026
Task 2: Community Engagement
A: Develop and implement a
community engagement work
plan
A: Community engagement work
plan (proposed number or
calendar of engagement events)
2025
B: Participate in 2-3 60%-100% $0.00 $14,946.00
Design Community Feedback
Summit/Events to receive input on
project design, planting choices,
B: To be included in bimonthly
progress reporting:

Docusign Envelope ID: 7C4A79E1-08C6-4BFD-9B10-D35BE9F5C3DB Docusign Envelope ID: 3DE91B7B-2452-4911-8163-752A8FE1B5BC

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EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES
pedestrian safety and
accessibility, and overall quality of
life.
1) Event Summary
(date/time/location, number of
attendees, summary of outcomes)
2) Final Meeting Materials
(curriculum, handouts)
3) Publicity Materials
(announcements, photos from key
events)
Task 3: Construction and Plantings
A: Construct minor concrete
structures (curb, median, gutters)
A: 1) Photos of completed project,
summary/map of plantings
2) Notice of completion
2026 –2027
$1,231,165.74 $750,000.00 B: Plant 260 trees and other
drought-resistant plants along
MLK Jr Blvd as specified in 100%
PSE
B: 1) Photos of completed project,
summary/map of plantings
2) Notice of completion
2026 –2027
Task 4: Grant Administration
A: Hold reoccurring
Grantee/Subcontractor meetings
A: Progress Report Updates Grant Term
$0.00 $7,500.00 B: Complete indicator tracking
and reporting
B: Bi-monthly and annual reports
C: Submit invoices and progress
reports
C: Bi-monthly invoices and
progress reports
Equipment (entire project) Project
Completion
Period
$0.00 $0.00
Lead Entity Indirect Costs Indirect costs consistent with the TCC Guidelines and Grant
Project
Completion
Period
$0.00 $0.00
Docusign Envelope ID: 7C4A79E1-08C6-4BFD-9B10-D35BE9F5C3DB Docusign Envelope ID: 3DE91B7B-2452-4911-8163-752A8FE1B5BC

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EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES
Agreement, at a rate approved
under this Grant Agreement.

Contingency Project
Completion
Period
$525,894.26 $0.00
Total $1,757,060.00 $1,818,006.00
Budget and Schedule of Deliverables for Transformative Plans Community Engagement Plan
Community Engagement Plan Lead Entity: City of Bakersfield Plan Description: The engagement plan will tie proposed programs and projects with resident to create a synergy around investing in the TCC focus area. Cohesively, the partners in the community engagement plan will facilitate meaningful dialogue and connection with residents to ensure programs and projects impact the livelihood of residents in the focus area.

Program includes events, face-to-face outreach, stakeholder public meetings, and online & print advertising:
- Annual Bike to School Day, annual festival, biannual open streets events - Annual canvassing event
- Biannual open houses
- Digital engagement
Task Deliverable(s) Timeline Grant Funds Leverage
Funds
Task 1: Administration and Oversight
A: Collect and submit documentation
and data regarding displacement
avoidance activities, indicator
tracking, and invoicing. Perform
program specific management.

A: 1) Bi-monthly progress reports
2) Indicator tracking
Grant
Execution –
End of
Project
Completion $209,070.00 $0.00
B: Create a master calendar and
oversight coordination for events and
outreach activities.

B: Master calendar and ongoing tracking
system for partners
Docusign Envelope ID: 7C4A79E1-08C6-4BFD-9B10-D35BE9F5C3DB Docusign Envelope ID: 3DE91B7B-2452-4911-8163-752A8FE1B5BC

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EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES
C: Perform event tracking, including
comments, sign-in sheets, number of
attendees, and other relevant items.

C: Bi-monthly summary of events
including date/time/location, number of
attendees, summary of outcomes,
tracking of public comments
Task 2: Community Gatherings and Events
A: Host 4-5 annual bike and walk to
school events. This will engage
approximately 1,000 people over
grant term.

A: Annual summary of event including
flyers, reports, educational information
for distribution
Grant
Execution –
End of
Project
Completion
$401, 565.23 $0.00
B: Host annual festival to connect
residents to service providers and
celebrate the community. This will
result in a total of 4-5 festivals with an
aim to engage approximately 2,000
people over the grant term.

B: Annual summary of event including
flyers, reports, educational information
for distribution
C: Host three biennial open streets
events (year 1, 3, and 5) on Dr. Martin
Luther King Boulevard. Highlight the
MLK CommUNITY Initiative
Community Garden, and biking/urban
greening improvements along the
corridor. Aim to have participation
with and engage approximately 3,000
people over the grant term.

C: Biennial summary of event including
flyers, reports, educational information
for distribution
Task 3: Face-to-Face Outreach Activity
A: Launch civic engagement to engage
residents on projects and programs.

Undertake one door-to-door
canvassing program per year to
contact approximately a total of
15,000 residents over the grant term
(3,000 per year).

A: Bimonthly summary of engagement
including but not limited to flyer
distribution, project information forms,
and contact sign-ups
May 2025 –
September
2028
$289,455.38 $0.00
Docusign Envelope ID: 7C4A79E1-08C6-4BFD-9B10-D35BE9F5C3DB Docusign Envelope ID: 3DE91B7B-2452-4911-8163-752A8FE1B5BC

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EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES
Key Topics:
- Introduction to Southeast Strong,
projects, and information on
proposed programs
- Workforce Development Programs
- Solar Energy Efficiency and
Weatherization Resources
- Proposed Project Improvements
- Homebuyer Counseling and Tenant
Rights Education Courses
- Bakersfield Senior Center carshare
program
- Community calendar of events
B: For each open house: Meeting
Summary including but not limited to:

Flyers, number of residents in
attendance, date/time/location,
summary of outcomes
B: Host bi-annual open houses to
provide residents updates on project
statuses. Contact with approximately
a total of 1,000 residents over the
grant term (200 per year).

Key topics include:
- TCC funded projects and current
statuses
- Information on transformative
elements efforts
- Information on upcoming events
Task 4: Stakeholder and Public Meetings
A: Facilitate collaborative stakeholder
meetings, including Leadership
Council, Community Steering
Committee, and Working Groups.

A: Bi-monthly meeting summary
(date/time/location, number of
attendees, summary of outcomes)
Grant
Execution –
End of $366,696.38 $0.00
Docusign Envelope ID: 7C4A79E1-08C6-4BFD-9B10-D35BE9F5C3DB Docusign Envelope ID: 3DE91B7B-2452-4911-8163-752A8FE1B5BC

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EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES
B: Participate in collaborative
stakeholder meetings, including
Leadership Council, Community
Steering Committee, and Working
Groups.

Project
Completion
C: Host annual convening with the
High-Speed Rail Authority to discuss
TCC efforts and the development of
the Station Area. Engagement with
approximately 350 people over the
course of the grant.

C: Annual convening summary including
but not limited to flyers, reports,
educational information for distribution,
summary of outcomes
D: Host annual convenings at the
Bakersfield Senior Center to provide
project and programmatic updates.

Engaging approximately 750 people
over the course of the grant.

Task 5: Online and Print Advertising
A: Maintain webpage for TCC events,
project updates, and relevant
information
A: Webpage with master calendar,
project information, and bi-lingual user
content
Grant
Execution –
End of
Project
Completion
$54,672.01 $0.00
B: Send quarterly electronic
newsletters to engage residents in
TCC efforts. Aim to reach
approximately 10,000 people over the
course of the grant.

B: Bi-monthly update of
advertisements, postings, newsletters
C: Use social media posts to interact
with residents and continue
engagement. Reach approximately
15,000 people over the course of the
grant.

C: Bi-monthly updates of posts and post
engagements
Equipment (entire project) Project
Completion
Period
$0.00 $0.00
Docusign Envelope ID: 7C4A79E1-08C6-4BFD-9B10-D35BE9F5C3DB Docusign Envelope ID: 3DE91B7B-2452-4911-8163-752A8FE1B5BC

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EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES
Lead Entity Indirect Costs Indirect costs consistent with the TCC guidelines and grant agreement, at a
rate approved under this grant
agreement.

Project
Completion
Period $0.00 $0.00
Contingency Project
Completion
Period
$0.00 $0.00
Total $1,321,459.00 $0.00
Docusign Envelope ID: 7C4A79E1-08C6-4BFD-9B10-D35BE9F5C3DB Docusign Envelope ID: 3DE91B7B-2452-4911-8163-752A8FE1B5BC

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EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES
Workforce Development and Economic Opportunities Plan
Workforce Development & Economic Opportunities Plan Lead Entity: City of Bakersfield Plan Description:

This project will mobilize opportunities for residents in the area through enhanced access to job training programs, including construction industry trades, basic job skills training, entrepreneurship support, and connection with contracting opportunities through TCC.

The plan aims to provide pathways to quality jobs which meet residents’ basic needs and provide opportunity for economic mobility. This plan includes several certification courses offered through Kern Community College District (KCCD):
-Basic Construction Training (150 students total)
-EVSE Charging station operations and maintenance (70 students total) -Solar installation Training (150 students total)
Kern County Employer Training Resources (ETR)
Kern Women’s Business Conference
Kern Black Chamber of Commerce
Task Deliverable(s) Timeline Grant Funds Leverage
Funds
Task 1: Kern Community College District - Conduct Connecting Community to Job Skills Training Docusign Envelope ID: 7C4A79E1-08C6-4BFD-9B10-D35BE9F5C3DB Docusign Envelope ID: 3DE91B7B-2452-4911-8163-752A8FE1B5BC

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Bakersfield City CouncilJune 25, 2025

Bakersfield City Council
June 25, 2025